This feature is currently in walk.
DISCO provides you with the capability to edit documents you have already ingested into a review database, by utilizing overlay files.
An overlay is a CSV or DAT file that, when applied to a review database via the overlay process in DISCO, can change the metadata, image, OCR text, or native file of a document.
To overlay data:
- In the DISCO main menu, click Overlay.
- Click New Overlay.
- On the Name and description page, enter a name and an optional description for the overlay, and then click Next. The overlay name will be displayed on the card.
- On the File selection page, navigate to and select the overlay file. If the overlay file references other files, ensure that the referenced files are in the same folder as the overlay file and that the file paths are relative to the overlay file.
- On this page you can also select the delimiters used between fields in your overlay file. The three types of delimiters are:
- Field separator - A character separating the columns.
- Field quote - The character used to “quote” or group multiple items together, like a phrase. The field quote is particularly useful when overlaying a custodian in last name, first name format (e.g., “Jones, George”), where the comma is also used as a field separator.
- Multi-value delimiter - A character used to delimit multiple values within a column. In the following example, commas and semicolons are the delimiters:
,“Kinsley, Dave”;”Slovacek, Jerry”,
By default, DISCO skips blank values in the overlay file and overwrites the database values with the values provided in the overlay file. To override this behavior for an overlay field, select the APPEND or WRITE BLANKS checkboxes.
- APPEND - The default behavior in DISCO is to replace (overwrite) existing information with the information contained in the overlay. Selecting the APPEND checkbox appends the overlay information to the existing information in the field so that the original information is still accessible.
- WRITE BLANKS - The default behavior in DISCO is to skip blank values in the overlay file. Selecting the WRITE BLANKS checkbox overwrites a blank value over the existing information, deleting it.
If the field mapping tool does not properly display your data load-file fields or displays an error message, there is something wrong with your load file’s delimiters. Please ensure your overlay file is a valid text delimited UTF-8 or ANSI text file.
Monitoring the status of an overlay
On the Overlay page of DISCO, you can follow the status of the overlay using the appropriate overlay session card.
From the overlay card, you can:
- See the major details of the overlay
- Download and read the validation report, if the file failed validation
- Download and read the overlay exceptions report, if there were any exceptions