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Importing and updating metadata in bulk

To manage your the metadata for your LibGuides content, go to Admin > Metadata & URLs > Metadata. Although guide owners can add metadata to their guides, only admin-level users can manage metadata for the entire system.

Getting to the Metadata page


Importing metadata

In addition to adding metadata manually, you can also import it in bulk.

  1. Click on the  Import / Update Metadata link.
  2. Click on the Download the import template link.
    • Edit the template and populate it with your metadata items. The ID field is only required if you are updating existing items (see next section).
    • NOTE: if you use a Mac, you'll need to switch to a Windows machine to prepare your import template. Unfortunately, Office for Mac does not use UTF-8 encoding, so diacritics are not saved properly using Excel for Mac.
    • Save the template as a CSV file.
  3. Click on the Upload File button to upload your completed CSV file.
  4. In the Options, select the Run this import in "preview" mode checkbox. Then click the Run button to generate the preview.
    • This will allow you to preview the results before actually making any changes to your metadata.
    • We strongly recommend you do this at least once before running an import.
  5. If the preview looks good, deselect the "preview mode" checkbox. If you'd like, you can then select the In the event of an error, stop processing immediately checkbox. This will stop the import if an error is encountered during the process.
  6. Click the Run button to import your metadata.

Screenshot highlighting the Import/Update Metadata link

Example of importing metadata 


Updating metadata

You can also update your metadata in bulk, too. To get started:

  1. Click on the Export All Records button.
  2. Select  Template from the dropdown menu. This will download a CSV file of your existing metadata in the same format as the import template.
  3. Make your changes to the template and save it in CSV format.
    • NOTE: if you use a Mac, you'll need to switch to a Windows machine to prepare your import template. Unfortunately, Office for Mac does not use UTF-8 encoding, so diacritics are not saved properly using Excel for Mac.
  4. Click on the Import/Update Metadata link and follow the steps in the "Importing metadata" section (above) to import the file.

Example of updating metadata 

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