Manage Redaction Categories

To assist users in redacting image text, you can define “redaction categories” to redact specific image content. By default, OPEN DISCOVERY Review provides one redaction category, up to 99 redaction categories can be defined.

Redaction Categories in New Cases

Newly created cases include redaction categories as follows:

  • Cases created from an existing case include the redaction categories defined for that case.

  • Cases created from a .CSE file, may include the redaction categories defined in the .CSE file (including the redaction categories is optional).

  • Cases created based on a blank template include the default redaction category.

Changes to redaction categories can be made after case review begins (except that redaction categories that have been applied cannot be deleted). For a particular case, redaction categories may not be needed, in which case you can remove the default redaction category.

Plan Redaction Categories

Before you begin, plan your redaction palette:

  • Redaction labels and naming consistency

  • Redaction color and font color (legibility and color coding)

  • Redaction order (most frequently applied redactions are typically first)

    Note: By default, redactions are listed in alphanumeric order in the Case View panel and in ID order in the Image tab.

Also consider the information users will need in order to properly use redaction and create appropriate case instructions.

ClosedDefine Redaction Categories

To define a redaction categories:

  1. Review Manage Review Case Settings for instructions on opening the case settings options.

  2. Click the Redactions Categories tab.

  3. In the Redaction Categories panel on the left side panel, click .

  4. Enter a label for the redaction category that will be meaningful to users.

  5. Colors: Select redaction and font colors.

  6. Evaluate the sample text for legibility.

  7. Permissions: If the redaction category should be restricted to certain review groups:

    1. Click the hyperlink Add/Remove Groups to open the Group Security dialog.

    2. Select needed groups and click OK.

      Tip: To make a redaction category available to all groups that are currently defined for the case, click Select All. The form will be unavailable for groups added after this selection (unless you add them).

  8. When finished, click .

  9. Optional: In the Redaction Category panel on the left, point, click and drag the ID number to the desired position in the redaction list. The ID number changes to reflect the new position for the redaction category.

    Note: If you wish to sort the redaction categories, click to display the sort menu and choose an option.

  10. Repeat these steps to define additional redaction categories.

ClosedModify Redaction Categories

To revise or delete redaction categories:

  1. Review Manage Review Case Settings for instructions on opening the case settings options.

  2. Click the Redactions Categories tab.

  3. Select the pre-defined redaction category from the left side panel.

    Note: If you wish to sort the redaction categories, click to display the sort menu and choose an option.

  4. To delete the selected redaction category, click , then click OK in response to the confirmation message.

    Tip: If a redaction has been applied, it cannot be deleted; a message will alert you if you attempt to delete a redaction that has been applied.

  5. To revise the selected redaction category, click  and change the label, redaction color, font color, and/or change security.

  6. When finished, click .

  7. Notify users of the changes that were made.

 

Related Topics

Apply Redactions