Uploading Productions with Load files to GoldFynch

GoldFynch gives you the ability to upload productions with load files, and it will soon have a self-sufficient workflow to apply load files to your case on import. Currently, when you upload a production with a load file, you can request a production import. The import will be run within 24-48 hours by the GoldFynch team.

Uploading the production

Step 1. Zip the production on your computer if it is not already zipped.

Note: There is no additional charge for the service unless the data is malformed. In the case of malformed data, you will be notified and your approval will be required to proceed with the import (view GoldFynch's preferred formatting guidelines).

Step 2. Navigate to the Files view

Step 3. Drag and drop the zipped production onto the Files view. Alternatively, click on the Upload files button and then select the zipped production from your computer.

Step 4. Click on the Begin Upload button in the upload files screen overlay

Note: Click here to learn more about uploading files to GoldFynch

Step 5. When the upload completes, navigate to the 'Files' view screen and click on the Archive symbol against the uploaded production

Step 6. Select the document reconstruction option. This option lets GoldFynch know how you would like a file to be reconstructed in case a document is provided both in its native form and a rendered representation (TIFF/JPEG image). The available options are:-

• Use provided rendered representation - This option will preserve any on-page Bates stamps that were applied to the renderings but the renderings mayh be of lower visual quality

• Use GoldFynch's own rendering of the Native file - GoldFynch will generate new renderings from the native files, which will likely be of higher visual quality but will no longer contain any on-page Bates stamps. Also, the page counts may differ from the provided rendering

Step 7: Check/Uncheck the Directory structure reconstruction checkbox. By default, this option is checked. When this option is selected then GoldFynch will try to reconstruct the directory structure if there are any original/mailbox directory structures available in the load files. Otherwise, a flat-file structure will be created

Step 8. Click on the Begin Import button to submit the production import request. The GoldFynch team will then run the import process and contact you once it is complete.

Note: The production import process requires manual verification by a GoldFynch staff member to make sure that import metadata is mapped to GoldFynch metadata correctly. So based on the size of the import a time estimate will be given before you submit the Production import request

Some important points to be taken note of while uploading productions

• If the production is too big to zip, get in touch with the GoldFynch team, who will set up an FTP server for you. Learn how to upload files using an FTP server here.

• To get the best results, please upload the entire production, including any image and text folders. GoldFynch's import process may use these files if the native version of a particular document is not available.

• Make sure that the database files(.csv, .dat, .opt) are included, in the zip file, either in the ROOT directory or inside a DATA directory.

• Ensure that the network connection does not go down and that the computer that is uploading the file is not turned off.

Take a look at the guidelines for importing productions for more information related to uploading productions.

Viewing information related to the uploaded production

You can view information related to each production that has been uploaded from the Requested Production Import overlay. The information displayed is related to:

• The names and file paths for sources of files (e.g. .OPT for images or .DAT/.CSV for documents)
• Metadata Mapping to GoldFynch - Using this, you can see how each field on the load file has been mapped to a corresponding field on GoldFynch

Follow the steps given below to view the information related to the production that has been uploaded:

Step 1. Navigate to the Files view and to the folder that contains the uploaded production.

Step 2. Click on the Archive symbol against the uploaded production

Step 3. Click on the + against the production to view the different categories of information related to the production

Step 4. Click on the + against each information category to view the details related to it

Once you expand a category you will be able to view the information related to it, as shown in the image below.

Issues with uploaded load files and file formatting

Any issues found related to the uploaded load file or the formatting of files in a production will be displayed as warning messages under the issues section of that Production. The GoldFynch team will get back to you regarding any issues found before they being the production import.

To view, the issues related to the uploaded load file follow Steps 1 - 4 of the previous section. In Step 4 click on the + against the Issues category

Any fields in the load file that do not match the required GoldFynch metadata fields will be listed under Metadata mapping to GoldFynch section of the selected production. It is possible to rectify issues here by formatting your production according to the GoldFynch file formatting guidelines listed here and then re-uploading it.

Production Import Summary

The Overview page of your case has a Production Import section. At a glance you can see -

• The number of production datasets that are available for import and their names
• The names of all the production datasets for which the import process is in progress

Additionally, all the production datasets that are available for import will have a Begin Import button alongside them. Clicking on the Begin Import button on the overview screen will trigger an email to the GoldFynch team to initiate the import similar to the process described here

Note: Once the production import process is complete it will no longer be listed in the Production Import Summary section of the case overview