Configuring Keyword Type Values - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Standard
Essential
Premier

You may need to replace Keyword Values that were picked up incorrectly during processing (COLD, or other processing modules) or you may need to make a name change.

For example, during a COLD process, the Keyword Type configuration may have missed a space for the first letter of the Keyword Value - retrieving ENJAMIN instead of BENJAMIN. You can COLD process the report again with the correct configuration and use the Replace Keywords dialog box to replace the first value with the second one.

Another example is that you may have two values for the same person in the database (Ben Thompson and Benjamin Thompson). You can replace the first value with second value so that all documents that have either of the values will be retrieved with one search instead of doing two different searches with both names.

Note:

You can only replace Keyword Values for Alphanumeric Dual Table Keyword Types.

CAUTION:

When a Keyword Value is replaced, all instances of the old Keyword Value will be replaced with the new Keyword Value. It is important to carefully consider all the Keyword Values that exist on the documents that will be updated. For example, a user may have accidentally indexed a single document with the name SMITH, when the correct name is SMYTH. If the Replace Keywords function is used to correct this mistake, then all instances of SMITH in the system would be replaced with SMYTH.

To replace Keyword Values:

  1. In the Configuration module, select Keyword | Keyword Types.
  2. Select the desired Keyword Type at the Keyword Type Configuration dialog box and click Values. The Replace Keywords dialog box displays:
  3. All Keyword Values for this Keyword Type are listed in the Available Keyword Values box. To change one of these Keyword Values, select the Keyword Value and click Select. The Keyword Value will be added to the Selected Keyword Values list.
  4. Select which Keyword Value you want to replace the first value from the Replace With Keyword Value drop-down list. The Keyword Value you choose to replace the old one with will replace all Keyword Values that are present in the Selected Keyword Values list.
  5. Click Replace to exchange the Keyword Values.
  6. When the first value has been replaced by the second value, the Keyword Value for all documents containing the first value will now be replaced with the second value.