Announcing new batch & collections features for your Kindex archive

Kindex is excited to announce the release of two major software updates that enable Kindex users to customize and grow their archives in powerful new ways.

1. Add & Organize Records into Collections

Archive owners can now create Collections within their archives to organize their records. With collections, you can organize your records any way you wish. For example, your collections can be named as family names, record types, dates, or subjects.

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2. Add Multiple Records & Assign Record Info (Metadata) to a Batch

You may now add multiple records to your archive quickly and easily, with the added benefit of designating Record Info (metadata) to a batch of records. This feature allows users to apply common metadata to an entire batch of records, instead of applying metadata individually.  Metadata may include Record Info such as descriptions, provenance, dates, places, and keywords. Metadata can also be added and edited in batch form from  your archive’s Gather page.

Step 1: To add multiple records, click “Add Records”, and select “Upload from my computer”.

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Step 2: Select your records. If you don’t know how to select multiple files at once from your computer, hover atop the link “How to Batch Upload”.

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Step 3: Assign your batch of records to a collection, or add a new collection for them to be placed, and review your upload progress. At this point, you may opt to add Record Info (metadata) as a batch now, or individually later.

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Step 4: Add Record Info to your records.

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What’s Next?

The following enhancements are currently in development and will be released soon:

  • Manually order your Collections
  • Nest a Collection within a Collection

Upgrade Now

If you don’t already have an Unlimited + Collaborative Kindex Archive, now is the time to upgrade and take advantage of these amazing tools. Please contact us with an questions you may have, and happy batching!

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