Upload policies and match policies

The features described in this article are available only to partners who use YouTube's Content ID matching system.

There are two categories of policies:

  • An upload policy is a policy you associate with a video that you upload yourself and claim.

  • A match policy is a policy that YouTube’s Content ID system applies to a video it identifies as matching the reference file for one of your assets.

If you are not registered for YouTube’s Content ID system, all of your policies are upload policies.

These policies differ in how they get associated with the video (by you or by Content ID), not in what they do. Both consist of if-then rules that determine whether to monetize, track, or block the claimed video. In many cases, the very same policy serves as an upload policy for your partner-uploaded videos and as a match policy for user-uploaded videos.

Using auto-claim criteria

Because Content ID applies match policies automatically, a match policy can include auto-claim criteria in its rules. A match policy can monetize, track, or block a claimed video in the territories owned by you based on:

  • The type of content that matches your reference file: audio only, video only, or both
  • The amount of the uploaded video that matches your reference file, specified as a length of time like 2:13 (two minutes and 13 seconds) or as a percentage like 80%
  • The amount of your reference file that matches the uploaded video, as a length of time or a percentage

Policies can also route the claimed video for a manual review.

You can also preview the policies you’ve created while selecting them in the Rights Management tab. Note that this is just a preview of the policy created by you. 

Only match policies can use auto-claim criteria. You can’t associate the policies with videos that you upload, nor with user-uploaded videos that you claim manually using the descriptive search tool.

Monetization and Upload Policies

In YouTube Studio beta, the Monetization settings now have their own tab. This allows you to easily access all monetization related aspects such as enabling ad formats or submitting video for review. The upload and match policies are available under the Rights Management tab within Video Details. 

If you want to monetize the video, you’ll need to select an Upload policy within the Rights Management tab of YouTube Studio beta.  

Example custom policies

The sections below describe the policies to create in different scenarios.

Set different upload policies in different territories

I want to monetize my video in the US, block it in Australia, make it available for free in Japan, but don’t own it anywhere else.

First, make sure that you set ownership of your asset to the US, Australia, and Japan, and set Block outside of ownership on the claim for your uploaded video. Next, create a custom policy that has three if-then rules, all based on the condition Viewer location

Condition Action
(1) If the Viewer location is United States Monetize the video
(2) If the Viewer location is Australia Block the video
(3) If the Viewer location is Japan Track the video
Create a reference file for Content ID matching only, with no publicly viewable video

I am uploading a reference for Content ID to claim user-generated content, but I don’t want anybody to be able to view the file I upload.

You don't need a policy in this scenario. Deliver the reference video using a Reference Only spreadsheet template or the Content and Rights Administration XML feed. Alternatively, you can set the uploaded video to Private

Allow short fan-uploaded clips

I want to run ads on fan-uploaded videos containing clips shorter than five minutes and block videos containing longer clips.

Create a custom policy that has two if-then rules based on the condition User video match amount.

Condition Action
(1) If User video match amount is less than 5 minutes Monetize the video
(2) If User video match amount is 5 minutes or more Block the video
Claim dubbed versions of my content

In most cases, you don't need to create special policies to claim dubbed versions of your audiovisual content. By default, match policies encompass both video and audiovisual matches.

You only need a special policy if you want to treat dubbed content differently from full matches; for example, if you want to set a different match threshold or apply a different action to dubbed versions. In this case, create a policy that has separate if-then rules for (full) audiovisual matches and for (dubbed) visual matches.

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