Hi Paula
Although we don't use Livelink you may be interested to know that we decided not to expect or make users add any metadata - everything (all index terms, retention, security settings etc) is inherited from the fileplan when documents are added. Occasionally this means an extra level in the fileplan to ensure that required metadata is captured but we found that users would accept an extra click to navigate the fileplan (either in the edrms (wisdom) or in windows explorer) but would not accept having to enter any metadata at all.
Hope this helps a bit
Sarah
M Sarah Wickham, MA, MA, Registered Practitioner
University Records Manager
University of Huddersfield
+44 (0)1484 473 935
Web: http://www.hud.ac.uk/cls/recordsmanagement/
LinkedIn: http://www.linkedin.com/in/msarahwickham
Twitter @msarahwickham
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On Tue, 20 Jul 2010 14:47:36 +0100, Paula McClure <[log in to unmask]> wrote:
>Hello,
>
>I would like to know from Livelink users if they have had the experience of using an application to bulk profile documents when they are uploaded to the EDMS.
>
>We are facing user resistance to adding additional metadata to documents when they are uploaded to the EDMS. Often they wish to upload several documents of the same type such as mail merge letters to staff, and profiling each letter is cumbersome.
>
>I have seen an application for bulk profiling documents used once, for a very specific use: portfolio valuations for clients, where each profiled valuation document was automatically filed in the clients's file. However, apart from this specific case I have not seen it used. For mail merge letters I've seen the source spreadsheet profiled + the form letter.
>
>Thanks for any information on this,
>
>Paula McClure
>
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