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Question

Question

Fixing metadata

asked on October 18, 2016

Our metadata has grown messy over time. I am working on fixing the process that caused the mess (human produced cover sheets with either ALL CAPS or Title Case names). Once I have that solved so that the mess can no longer be created, I need to come up with a way to clean up the existing mess.

We only have a few fields per entry - Employee Name, Employee Number, Employee Type.

The Employee Name gets used as the files Name. These are all over the place as far as the letter case is concerned.

Is there someway to fix these up en mass? We do not have Workflows so I was hoping there might be a method that doesn't rely on that.

Thanks for any tips or suggestions!

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Replies

replied on October 20, 2016

I know this doesn't solve your issue now, but have you looked at going to Avante so Workflow is included? The reason I ask is because all the work you are trying to prevent from happening in the future could be easily done with Workflow. The end user could just put the document in a folder with the employee number and then workflow could pick it up and do a database lookup to fill in the name and employee type, rename the document so it is consistent and then automatically file it into the correct folder.

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replied on October 18, 2016

Batch processing without a Laserfiche automation tool like Workflow is difficult. Do you have Quick Fields or the SDK?

I can't quite tell what you are trying to correct here, but it may be made easier via the Search Syntax and search options. What is a specific example of what you're trying to fix?

For example, if you are trying to find all documents where the Employee Name in the Employee Data template is in ALL CAPS, you could run do the following:

  1. Set your searches to be case-sensitive:
  2. Run a search using the following syntax: {[Employee Data]:[Employee Name]="[ABCDEFGHIJKLMNOPQRSTUVWXYZ][ABCDEFGHIJKLMNOPQRSTUVWXYZ]*"}
  3. Sort by the Employee Name field
  4. Multi-select each employee and correct all their documents at once
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replied on October 20, 2016

We do have Quickfields but this is after the data is already in Laserfiche so I assume that wouldn't apply here.

What I meant is that I had two fields containing essentially staff names. Those were in various states. It sort of looked like this:

 

Name                | Employee Name

Smith, John       | SMITH, JOHN

SMITH, JANE     | SMITH, JANE

DOE, JANE         | Doe, Jane

 

Hopefully that sort of illustrates what I mean. In any event, we managed to take care of it. In the end, we used some SQL statements to clear it up directly in the database. It now displays everything properly in "Title Case".

 

Thanks for the help!

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replied on October 20, 2016

Actually, Quick Fields can reprocess existing documents through Laserfiche Capture Engine.

Just to echo what Blake said below, our records show that you're on Avante, so you would have Workflow already.

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replied on July 11, 2018

Tyrell,

We are having a similar issue.  Do you know which SQL table or view you fixed the case on? 

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replied on October 20, 2016

Huh. Guess I should ask questions more often. I have been looking at what Workflows and especially database lookups could do for us, but I assumed we didn't have it since I never saw anything that explicitly stated that in our licensing information. We are on Avante though so if that is somehow included in that, I'll have to do a bit more digging. It would still save me time to have access to those features.

Thanks again for the help. That will give me more to look into.

 

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