Step 2: Load a Case Definition

Select this option to use the case definition of an existing case for your new case. The following case details will be copied. All details can be modified for the new case if needed.

• Database field names and types (system field names can be changed)

• Tag palette

• Redaction palette

• Noise (stop) words

• Case options (tagging level, date/time format options)

To copy from an existing case:

1. After completing Step 1: Set Up a Case, click the Step 2. Load Case Definition tab.

2. Select Option 1.

3. Select the needed managing client and case.

4. Review the copied case fields; take one of the following actions:

5. Continue with Step 3: Define Database Fields to make changes to field definitions or add/remove fields.

6. If no changes are needed to fields or you want to complete field definitions later, continue with Step 4: Select Case Options.

Eclipse Administration allows you to create case definition (.CSE) files, which can serve as “templates” for future cases. Case definition files specify the following aspects of a case:

• Database field names and types

• Tag palette

• Redaction palette

• Noise (stop) words

• Coding forms

• Relationships

• Case options

For details on creating case definition files, see Export a Case Definition File.

To use a .CSE file as the basis for your new case, complete the following steps:

1. After completing Step 1: Set Up a Case, click the Step 2. Load Case Definition tab.

2. Select Option 2.

3. Click the  button corresponding to Option 2 to navigate to the needed .CSE file.

4. Select the file and click Open.

5. In the Case Definition dialog box, review the summary information, then select the type of case detail that you want to copy into the new case:

   Option	Description
   Select All	All detail in the .CSE file will be used for the new case.
   Database Fields	Field names, types, and option settings
   Tag Palette	Tag groups and tags
   Redaction Palette	All aspects of each redaction category
   Noise Words	Words to be excluded from searching (stop words)
   Coding Forms	“Field sets” defined for the Record pane in Eclipse.
   Relationships	Related-document details as defined in the .CSE file
   Options	Tagging level, date/time format options.

    

   Note: To use this option, the .CSE file must have been exported from IPRO Eclipse 2013 or later.

6. When selection is complete, click OK.

   • Continue with Step 3: Define Database Fields to make changes to field definitions or add/remove fields.

   • If no changes are needed to fields or you want to complete field definitions later, continue with Step 4: Selecting Case Options.

If you have any of the following types of data load file, use it to define the database fields of the case you are creating:

Procedure

To use one of the listed data load files to define the fields for your new case:

1. After completing Step 1: Set Up a Case, click the Step 2. Load Case Definition tab.

2. Select Option 3.

3. Click the corresponding button and navigate to the needed file.

4. Select the load file and click Open.

5. Delimiters: If you are using a DLF or DII file, skip to step 6. Otherwise, check the default delimiters and change if needed.

   Default delimiters are comma (,) and quotation mark (") for Field and Quote, respectively. If these delimiters are used in your data load file, skip to step 6. If other delimiters are used, select them as follows.

   Note: The Field delimiter is the character that separates each field. For example, for .CSV files, it is a comma; for Concordance .DAT files, it is typically an ASCII 20 control character. The Quote delimiter is optional. If used, it is the character that marks the beginning and end of a field’s content. For .CSV files this is normally a quotation mark. For Concordance .DAT files it is the ASCII 254 character. If the Quote delimiter is not applicable to your data, any entry in this field is simply ignored.

   1. In the Field list, select Custom.

   2. Click the option for the type of entry you want to make (text characters or ASCII character code).

   3. For characters, enter the needed character in the top field of the Characters column. The ASCII value appears beneath your entry.

   4. For ASCII values, enter the needed value in the top field of the Ascii Values column. The character appears beneath your entry.

   5. Click OK.

6. Encoding: Select the character set to be used. Common encodings are available for selection.

7. Review the copied case fields; take one of the following actions:

   • Continue with Step 3: Define Database Fields to make changes to field definitions or add/remove fields.

   • If no changes are needed to fields or you want to complete field definitions later, continue with Step 4: Select Case Options.

     Note: As a minimum, ensure that all system fields are mapped correctly. See Map System Fields in Step 3: Define Database Fields.

If you are starting “from scratch” and do not have an existing case or file on which your case can be based, follow these steps:

1. After completing Step 1: Setting Up a Case, click the Step 2. Load Case Definition tab.

2. Select Option 4.

3. Continue with Step 3: Define Database Fields.