Batch Edit Terms

The batch edit function enables you to edit multiple terms in one action. Before using the batch edit function, make sure you are familiar with the topic Term Filter.

If you edit many terms, typically several thousand, it is possible that the search results table is not updated immediately while the operation is running. To ensure that the search results table displays the updated terms, wait until Acrolinx completes the batch edit operation.

Batch Delete Terms

You delete multiple terms if you want to save time and can be sure that the terms are not needed anymore. For example, if a domain or language becomes obsolete you can use the batch edit function to quickly delete all terms in this domain or language.

To delete multiple terms, follow these steps:

  1. On the filter page, apply a filter to display a list of terms you want to batch edit.
  2. Use the checkboxes in the first column of the search results table to select specific terms in the filter result set.
    • To select all terms, use the checkbox in the column header.
    • To select specific terms, use the checkboxes next to the specific terms.
  3. Select the batch edit options in the batch edit panel. The batch edit panel is displayed below the filter action bar. In the first dropdown, select the option  Delete terms .
  4. Click  Apply to Selected Terms to apply the changes to the selected terms.

The Terminology Manager deletes all terms and term entries according to your selection criteria.
If there are head terms in your selection range, the Terminology Manager assumes that you are trying to delete the entire term entry.

In some circumstances there may be terms in your selection range which Acrolinx was not able to delete. When deletion problems occur, Acrolinx displays a problems page requiring further input.

Batch Change a Field Value

You can use the batch edit function to change the field values for multiple terms. For example, your organization changes the name of a product for the next release. You can then use the batch edit function to select the affected terms and change their status from preferred to deprecated.

To change the value of a field for multiple terms, follow these steps:

  1. On the filter page, apply a filter to display a list of terms you want to batch edit.
  2. Use the checkboxes in the first column of the search results table to select specific terms in the filter result set.
    • To select all terms, use the checkbox in the column header.
    • To select specific terms, use the checkboxes next to the specific terms.
  3. Select the batch edit options in the batch edit panel. The batch edit panel is displayed below the filter action bar. 
  4. In the first dropdown, select the option  Change field .
  5. In the second dropdown, select the name of the field you wish to change.
  6. In the third dropdown, select the new value of the field you wish to change.
  7. Click  Apply to Selected Terms to apply the changes to the selected terms.

Move Terms to Another Term Entry

You move terms to another term entry if you want to link multiple terms to an existing concept. For example, users add several related new terms to the terminology database without linking them together. You can now use the batch edit function to link these new terms to the existing head term of the relevant concept. This function is also useful when you add several translations and want to link these to the relevant term entry in the source language.

To move multiple terms to another term entry, follow these steps:

  1. On the filter page, apply a filter to display a list of terms you want to batch edit.
  2. Use the checkboxes in the first column of the search results table to select specific terms in the filter result set.
    • To select all terms, use the checkbox in the column header.
    • To select specific terms, use the checkboxes next to the specific terms.
  3. Select the batch edit options in the batch edit panel. The batch edit panel is displayed below the filter action bar.
  4. In the first dropdown that appears, select the option  Change Head Term .
  5. Start to type the name of the term entry in the autocomplete field that appears.
  6. Select the name of the term entry from the autocomplete dropdown.
  7. Click  Apply to Selected Terms to apply the changes to the selected terms.

Add or Remove Values to Multiple-choice Fields

You can use the batch edit function to add additional values to existing multiple-choice fields such as "Domains".

For example, your organization expands and adds a new department and a respective domain in the terminology manager. Existing terms that were assigned to another department can also be used by the new department. You can use the batch edit function to select the relevant terms and add the new department to the list of departments.

This function is also useful if your terms generally belong to more than one domain, for example a general and a more specific domain.

To add values to multiple-choice fields, follow these steps:

  1. On the filter page, apply a filter to display a list of terms you want to batch edit.
  2. Use the checkboxes in the first column of the search results table to select specific terms in the filter result set.
    • To select all terms, use the checkbox in the column header.
    • To select specific terms, use the checkboxes next to the specific terms.
  3. Select the batch edit options in the batch edit panel. The batch edit panel is displayed below the filter action bar.
  4. In the first dropdown, select the option  Add value or Remove value .
  5. In the last dropdown, select the name of the field that you want to update.
  6. In the middle dropdown, select the value that you want to add.
  7. Click  Apply to Selected Terms to apply the changes to the selected terms.
  8. The Terminology Manager removes the selected value from all terms and term entries according to your selection criteria.