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. You can update or create new tags using DISCO’s overlay feature or mass tag documents once they have been ingested.
Preparing your tag overlay
- Organize the images you would like to update in the database into a folder.
- To update or create tags, the overlay file must have two fields. Prepare your overlay file to update tags by including the following fields:
- 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.
- The tags that you want to add to the review documents.
Performing 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. DISCO will pre-populate the delimiters based on the selected overlay file’s extension. These values can be changed by selecting a different value from the dropdown lists or typing in a new one. 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.
- 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.