SUSHI Feature: Meta Data

You can think of this feature as "find and replace" for SharePoint List meta data. This feature of SUSHI helps with several metadata mass-update and grooming tasks. In a Search Engine world, metadata is key and keeping metadata accurate is key to findability, which is why this feature of SUSHI can be quite helpful.

The "Update Values of a Column" tab

This feature enables you to update all instances of a value with another value in a column in your document library or list? For example, In a SharePoint List "Pet List" with a column "Animal Type" all values of "cat" can be replaced with "dog". A nice tutorial for this feature can be found on Patrik Luca's Blog.
  • Display information about the columns of a document library
    • After you enter a site URL, press "retrieve document libraries", and select a target document library, the "Metadata column name" dropdown displays InternalName and display names and of Fields by Content Type.
    • Click the "Show column info" to display a list of unique values for that field(column). This is created by looping through all the items in the list and keeping track of unique values. The count of each value is displayed. Under "Technical Info" all the .NET properties and values are displayed. This is quite a lot of information, some of the most useful include: SchemaXML, Type, ID, and scope.
  • Bulk Update metadata for a column
    • This feature allows you to bulk update the values of all the items in a list for a column. Choose a current value, type in a new value, press validate to see which items will be updated and the press "update values in column to new value" to perform the bulk update.

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The "Map Data" tab

  • This feature enables the application of a content type to an existing document library with metadata already populated. When migrating documents from SharePoint 2003 to 2007, this feature can be very helpful. For example if Metalogix, a populate migration tool is used to move documents from SharePoint 2003 to 2007, this creates site columns but does not allow you to apply a content type to documents without losing metadata. SUSHI fills this gap.
    • First you can "add content type to library". This will list all the content types in the root site of the site collection. You can also select the checkbox "change all documents in library to content type", which will loop through each file in a document library and change the content type of each document. (Note this will not erase metadata, but it will change the fields that are visible by clicking view or edit properties.)
    • Next, build a mapping profile which specifies a set of source columns to copy metadata values from and destination columns to copy values to.
      • select a target content Type to which you would like to copy metadata values
      • enter a profile name
      • select pairs of source and destination columns and press "add column mapping"
    • Next, click "validate" to validate the profile and to see what values will be copied
    • Next, click "Map Data" to perform the mapping operation.
    • Note you can click "Show all metadata for all documents" to display all the metadata stored for each document. This displays all the internally stored metadata including some values which are not visible from the normal SharePoint web interface.
    • Finally you can press “delete source columns from library” to delete the source columns and make things nice and tidy in your new content type applied document library.

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Last edited Sep 19, 2008 at 12:53 PM by josephflu, version 8

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