Overlaying Metadata

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Overlaying Metadata

DWR provides the facility to overlay metadata (from either a .dat or .csv load file) onto previously loaded collections.

To overlay metadata onto a set of documents:

1.In Review, right-click on the filter tree and select Overlay Metadata from the menu that appears.  

overlay_menu

2.Using the Browse button, navigate to the location of the load file (either .dat or .csv).  Once the load file has been specified, DWR detects and auto-populates the fields in the Overlay Metadata dialog.

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3.From the Load File Key Column drop down, select the field of the load file that contains the unique record identifier in order to map to the records in the database; typically this is the document’s starting Bates number (or PRODBEG in the example above). The Load File Key Column must contain values unique to each file in the collection.

4.The "Use alternate culture for load file" check box allows you to select from a drop down of different cultures that reflect different naming conventions for fields such as dates. For example, the date January 1st, 2018 would appear in English (United States) as 1/31/2018 whereas the date in French would appear as 31/1/2018.

5.Create the mappings between fields in the load file and data column in DWR by dragging the load file’s Source field names to the right-hand DWR side and dropping them in the First or Second columns. This is aided by having some familiarity with the load file’s contents.  For example, knowing that document file extensions were included in a load file field called EXT, one would pair EXT with the “Extension” DWR column.

a.If you provide a mapping in both the First and Second columns of any given DWR row, the specified source fields will be concatenated together into the single DWR column. For example, if your loadfile has a "DocTitle" field as well as an "EmailSubject" field, you may wish to drag DocTitle to the First column and EmailSubject to the Second column of the DWR "Title" row.

6.When done identifying mappings, click Apply to update the database.  The dialog’s progress bar will show that the process is complete.