Pre-Processing

As part of the import process, evaluate the import file for tags and/or redactions that do not match those defined for the case into which the data is being imported. To do so:

1. On the Step 2 tab of the Import Data window, in the Action area, select Pre-Process.

2. Click Submit.

3. When the pre-process is completed, click View Results.

4. In the Pre-process Results dialog box, evaluate each tab for problems.

This page contains the following content:

• Manage Undefined Tags

• Manage Undefined Redactions

• Evaluate Load File Errors

Manage Undefined Tags

Undefined tags are those that do not match tags in your case. Tags that do match your case will be imported. After completing Pre-Processing, follow these steps to manage undefined tags:

1. Review the tags listed on the Tags tab of the Pre-Process Results dialog box, and the groups in the Tag Groups pull-down list.

2. Take the following steps as needed:

   • If suitable groups exist for all of the tags, skip to step 4.

   • If a new group is needed for some (or all) of the tags, go to step 3.

   • If you do not want to import one or more tags, leave the group as (not set) and skip to step 6.

3. To create one or more new tag groups for undefined tags:

   1. Click  on the right side of the tab.

   2. In the Create Tag Group dialog box, enter a new tag group name and select needed group rules.

   3. Click OK.

   4. Repeat steps a - c for other new tag groups.

   5. Continue with the next step.

4. For each undefined tag to be imported, click the tag, then select the needed group from the Tag Group list.

Tip: Right-click a tag to select the needed group. To apply the same selection to multiple tags, click the first tag, then Shift+click the last tag to select a contiguous set of tags or Ctrl+click other tags to select a non-contiguous set.

5. Repeat step 4 for all tags to be imported.

6. Continue with other pre-processing tasks as needed. If none exist, go to Complete the Import.

Manage Undefined Redactions

Undefined redactions are those that do not match redactions in your case. Redactions that do match your case will be imported.

After completing Pre-Processing, follow these steps to manage undefined redactions:

1. Review the redactions listed on the Redaction Categories tab of the Pre-Process Results dialog box. An ID of zero indicates that the redaction label is not found in the case.

2. Select the redactions you want to import and add to your case. For multiple redactions, click the first redaction, then Shift+click the last redaction to select a contiguous set of redactions or Ctrl+click other redactions to select a non-contiguous set.

3. When all needed redactions are selected, click Create Redaction Categories. An ID number will be assigned to all selected redactions.

4. Continue with other pre-processing tasks as needed. If none exist, go to Complete the Import.

Evaluate Load File Errors

The Pre-Process function evaluates the load file for errors. After completing Pre-Processing, follow these steps to check load file errors before you import case data:

1. In the Pre-Process Results dialog box, click the Load File Errors tab.

2. Review the error summary in the top portion of the screen.

3. To see the load file content for a particular error:

   1. Select the error.

   2. Select the Preview Load File option.

   3. Review the actual load file content in the bottom portion of the window.

4. Your action will depend on the number and type of errors. For severe problems, correct the load file or obtain a new one. For few or minor problems, continue with other pre-processing tasks as needed. If none exist, go to Complete the Import.