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.
Preparing your overlay file
- Organize the files and images you would like to update in the database into a folder.
- Create your overlay file as a CSV or DAT file with individual columns for each field you want to update.
- The overlay file must have at least two columns:
- A unique ID to match the new images to the field in DISCO. You can use either the DISCO Document ID or Instance ID field
- A column for each field and or tag you want to update.
To begin the overlay
- 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. Ensure that the referenced files are contained in a single folder and that any file paths are relative to the overlay file. Relative paths mean the file paths for referenced files begin with a .\ or with the folder name of the parent folder.
- 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”,If you do not have a multi-value delimiter, leave the field blank.
We combine the data from duplicate instances into review documents. Some fields are stored on individual instances, while others are stored on the document level. When overlaying, the identifier you select may change the behavior of the overlay. See Overlayable fields for more information.
The following fields must use the Instance ID as the DISCO identifier to be updated:
- Bates Numbers: BeginBates, EndBates
- Dates: LastAccessedDate, LastAccessedTime, LastModifiedDate, LastModifiedTime, LastPrintedDate, LastPrintedTime, CreateDate, CreateTime, ReceivedDate, ReceivedTime
- Dedupe fields: Custodian, FileName, OriginalFilepath
- Email Metadata: EmailInReplyTo, EmailMessageID, EmailPrConversationIndex, EmailRead, EmailReferences, EmailTransportHeaders
To map or change the mapping of the column in your overlay file, click on the corresponding pre-mapped DISCO field or unmapped placeholder. If a matching DISCO field already exists, select it from the dropdown list. If a matching DISCO field does not already exist, you can create a new custom field in the database by typing the name of the new custom field or selecting a custom field name supplied in the overlay file. By default, DISCO skips blank values in the overlay file and overwrites the values already in the database 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
Learn more about how to overlay specific types of data in these articles.
- How to update images using overlay
- How to update native files or text using overlay
- How to update or create tags using overlay