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DATs, LFPs and OPTs,
Oh My!
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
DATs, LFPs, and OPTs – Oh My!
Everyone knows what a load file is, but do you know what a load file is made of?
Together, we'll discuss the anatomy of different load file formats commonly used
with Ipro software.
Then, with the surgical precision of a toddler playing their first game of
Operation!, we'll practice editing some load files.
What to Expect –
• 5 hands-on exercises using a Text Editor, CMD, and various techniques to
manipulate data
• Class discussion and Q&A between each scenario
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Do you have what it takes?
Familiarity with Text Editors
Case Administrator
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
The DAT
Document Level
Native Path, Text, and Metadata
Document Breaks Indicated
Encoding: ASCII / Unicode
Quote: þ
Delimiters Field:
Newline: ®
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
DAT File Preview
Private and Confidential – Copyright 2019
The OPT
Page Level with Single Page Images
Image-based
Document Breaks Indicated
Encoding: ASCII
Commonly requested Image Load File
Comma Delimited
Private and Confidential – Copyright 2019
ECL_00000001,ECL0001,ECL0001Image0001ECL_00000001.tif,Y,,,6
Imagekey,Volume,ImagePath,DocMarker,BoxMarker,FolderMarker,PageCount
(Not used in Ipro Desktop or Ipro Cloud)
Components of an OPT
Private and Confidential – Copyright 2019
OPTs
Private and Confidential – Copyright 2019
The LFP
Page Level Lines; Single or Multi Page
Can load Images, Tags, Annotations and
Redactions, Natives, and Text
Document Breaks Indicated
Encoding: ASCII
Original Ipro Image Load File
Private and Confidential – Copyright 2019
Command Description
AN Redactions, Embedded Text,
Highlights, Markups
FT Full-Text search highlights
IM Image/page reference
IS Page-level tags
OF Native file
OI OCR Text in load file
OT Path to text file on disk
VN Volume location
LFP Basic Commands
Private and Confidential – Copyright 2019
IM,ECL_00000001,D,1,@;Eclipse Smoke Test DataECL0001Image0001;ECL_00000001.tif;2
IM,ImageKey,Boundary,Page,@VOL;RootFolderSubFolder;Filename.tif;FileType
Components of an LFP
Private and Confidential – Copyright 2019
LFPs
Private and Confidential – Copyright 2019
The DLF
Document and Page Level; Single and Multi Page
Can load Metadata, Natives, Text, Images, Tags, and
Annotations
Document Breaks Indicated
Encoding: ASCII / UTF8 / UTF16
Primarily used to move data between Ipro products
An “All-In-One” load file
Delimiters ASCII<24>
ASCII<25>
Private and Confidential – Copyright 2019
Command Description
ANOT Embedded Text, Highlights, Markups
DBFD Database field definition
DBRC Database record (new doc, metadata)
PAGE Loads a page
TNBD Document level tag
RDAC Redaction
DLF Basic Commands
Private and Confidential – Copyright 2019
DBFD<24>BegDoc<24>EndDoc
DBRC<24>ECL0000001<24>ECL0000006
Database Field Definition<24>Field1Header<24>Field2Header
Database Record<24>FieldValue<24>FieldValue
Components of a DLF
Private and Confidential – Copyright 2019
PAGE<24>ECL0000001<24>Eclipse Smoke Test DataECL0000001.tif<24>1<24>0<24>
PAGE<24>ImageKey<24>ImagePath<24>PageNumber<24>Rotation<24>StartOfDocument*
* = Start Of Document optional.
Components of a DLF
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Custom Delimited Files
Document Level
Metadata, Text, Native Paths
Document Breaks Indicated
Encoding: ASCII / UTF8 / UTF16
Common Extensions: TXT, LST, CSV, ASCII
Commonly used to overlay coded data
Delimiters: Can be almost anything
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Metadata Load Files
• Always include FIELD HEADERS
• BEGDOC should be the first column
• Use UNC PATHS when loading natives
• Use DELIMITERS not commonly found in your data
• Leverage the GRID VIEW PREVIEW during import
• Make sure your DATES are formatted as expected
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Image Load Files
• Avoid Volumes (LFP)
• Use Relative Paths when producing to
another party
• Validate your Image Options when importing
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Load Files Overall
• Use Advanced text editors (Notepad++, TextPad,
UltraEdit)
• Split files into manageable sizes
• Keep production requirements in mind
Private and Confidential – Copyright 2019
Benefits and Drawbacks
Format Benefit Drawback
CSV Simple, easy to create and
modify
Common delimiters; can’t
use commas/quotes in data
OPT Easy to understand
document bounds
Must be page-level (even if
images are multipage)
LFP Versatile; load images,
annotations, natives, and
tags
Volumes can be tricky if
used
DLF Versatile, unique delimiters Difficult to create manually
due to unique delimiters
DAT Most common format;
widely accepted
Nothing, everyone loves a
nice DAT
Private and Confidential – Copyright 2019
Rules
• 3 Meme templates
• Write your captions on scratch paper
• Write your name down!
• We will read the captions anonymously
• You get to vote for your favorites!
Private and Confidential – Copyright 2019
Memes Minigame
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: Production QC
You receive a production volume with a DAT, OPT and LFP.
It also contains images, text, and native files. Your job is to
validate the production volume and make sure it is “Good
to Go”.
What is your process?
The production is located here: Desktop WorkshopDay 2 - Wednesday -
May 1stDATs, LFPs and OPTs - Oh MyILUVLDFLZ001
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: Production QC
Applications Needed:
 Windows File Explorer + Right Click > Properties
 Notepad ++ or another file editor
___ = OPT Line Count
___ = OPT Doc Count
___ = LFP Line Count
___ = LFP Doc Count
___ = DAT Doc Count
___ = DAT Native Path Count
___ = DAT Text Path Count
___ = Files in TEXT folder
___ = Files in NATIVES
___ = Files in IMAGES
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: Production QC
118 = OPT Line Count
24 = OPT Doc Count
118 = LFP Line Count
24 = LFP Doc Count
25 = DAT Doc Count
0 = DAT Native Path Count
25 = DAT Text Path Count
25 = Files in TEXT folder
25 = Files in NATIVES
122 = Files in IMAGES
What did you find wrong with the production?
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: Production QC
What did you find wrong with the production?
• OPT line count ≠ # of files in IMAGES folder
• OPT doc count ≠ DAT doc count or # of text or natives
• No Native Path in DAT
• No ending delimiter in the DAT
• Anything else wrong?
Let’s fix this production!!!
Private and Confidential – Copyright 2019
Scenario: Incorrect File Paths
The OPT File Paths are incorrect (i.e. the path is relative and incomplete).
How do you replace the path prior to import
into review?
If this issue was in our DAT file paths, what
precautions should you take?
Private and Confidential – Copyright 2019
Scenario: No Load File? No Problem
It appears you received
a bunch of Image files
for one volume (002),
but no load files.
You need to load
the images, and
decide to create an
LFP file.
Hint: the first line will look something like this:
IM,ImageKey,D,1,FilePath;Filename.tif;2
Private and Confidential – Copyright 2019
Scenario: Regular Expressions
If you didn’t initially notice, the DAT is missing something. Every text
field should begin and end with a specific delimiter. This DAT file does
not contain ending delimiters for the last field or beginning delimiters for
the first field.
How can you fix this via find and replace?
^: Start of Line
$: End of Line
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: No NativePath, No Problem!
Our production contains native files but the DAT does not contain the
native path in order to load the natives. The native files are named after
their BEGDOC.
You need to create a load file with the BegDoc and Native Path fields.
How do you create the load file?
Presentation TitlePrivate and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Private and Confidential – Copyright 2019
Scenario: No NativePath, No Problem!
Applications Needed:
• Command Prompt
• Notepad ++ or another file editor
Step 1: Open Command Prompt and navigate to location of native files
Step 2: Directory Listing is SO BAD!
Step 3: Text Editors and Regular Expressions are
Thank you for
joining us!

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DATs, LFPs and OPTs, Oh My!

  • 1. DATs, LFPs and OPTs, Oh My!
  • 2. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 DATs, LFPs, and OPTs – Oh My! Everyone knows what a load file is, but do you know what a load file is made of? Together, we'll discuss the anatomy of different load file formats commonly used with Ipro software. Then, with the surgical precision of a toddler playing their first game of Operation!, we'll practice editing some load files. What to Expect – • 5 hands-on exercises using a Text Editor, CMD, and various techniques to manipulate data • Class discussion and Q&A between each scenario
  • 3. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Do you have what it takes? Familiarity with Text Editors Case Administrator
  • 4.
  • 5. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 The DAT Document Level Native Path, Text, and Metadata Document Breaks Indicated Encoding: ASCII / Unicode Quote: þ Delimiters Field: Newline: ®
  • 6. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 DAT File Preview
  • 7. Private and Confidential – Copyright 2019 The OPT Page Level with Single Page Images Image-based Document Breaks Indicated Encoding: ASCII Commonly requested Image Load File Comma Delimited
  • 8. Private and Confidential – Copyright 2019 ECL_00000001,ECL0001,ECL0001Image0001ECL_00000001.tif,Y,,,6 Imagekey,Volume,ImagePath,DocMarker,BoxMarker,FolderMarker,PageCount (Not used in Ipro Desktop or Ipro Cloud) Components of an OPT
  • 9. Private and Confidential – Copyright 2019 OPTs
  • 10. Private and Confidential – Copyright 2019 The LFP Page Level Lines; Single or Multi Page Can load Images, Tags, Annotations and Redactions, Natives, and Text Document Breaks Indicated Encoding: ASCII Original Ipro Image Load File
  • 11. Private and Confidential – Copyright 2019 Command Description AN Redactions, Embedded Text, Highlights, Markups FT Full-Text search highlights IM Image/page reference IS Page-level tags OF Native file OI OCR Text in load file OT Path to text file on disk VN Volume location LFP Basic Commands
  • 12. Private and Confidential – Copyright 2019 IM,ECL_00000001,D,1,@;Eclipse Smoke Test DataECL0001Image0001;ECL_00000001.tif;2 IM,ImageKey,Boundary,Page,@VOL;RootFolderSubFolder;Filename.tif;FileType Components of an LFP
  • 13. Private and Confidential – Copyright 2019 LFPs
  • 14. Private and Confidential – Copyright 2019 The DLF Document and Page Level; Single and Multi Page Can load Metadata, Natives, Text, Images, Tags, and Annotations Document Breaks Indicated Encoding: ASCII / UTF8 / UTF16 Primarily used to move data between Ipro products An “All-In-One” load file Delimiters ASCII<24> ASCII<25>
  • 15. Private and Confidential – Copyright 2019 Command Description ANOT Embedded Text, Highlights, Markups DBFD Database field definition DBRC Database record (new doc, metadata) PAGE Loads a page TNBD Document level tag RDAC Redaction DLF Basic Commands
  • 16. Private and Confidential – Copyright 2019 DBFD<24>BegDoc<24>EndDoc DBRC<24>ECL0000001<24>ECL0000006 Database Field Definition<24>Field1Header<24>Field2Header Database Record<24>FieldValue<24>FieldValue Components of a DLF
  • 17. Private and Confidential – Copyright 2019 PAGE<24>ECL0000001<24>Eclipse Smoke Test DataECL0000001.tif<24>1<24>0<24> PAGE<24>ImageKey<24>ImagePath<24>PageNumber<24>Rotation<24>StartOfDocument* * = Start Of Document optional. Components of a DLF
  • 18. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Custom Delimited Files Document Level Metadata, Text, Native Paths Document Breaks Indicated Encoding: ASCII / UTF8 / UTF16 Common Extensions: TXT, LST, CSV, ASCII Commonly used to overlay coded data Delimiters: Can be almost anything
  • 19.
  • 20. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Metadata Load Files • Always include FIELD HEADERS • BEGDOC should be the first column • Use UNC PATHS when loading natives • Use DELIMITERS not commonly found in your data • Leverage the GRID VIEW PREVIEW during import • Make sure your DATES are formatted as expected
  • 21. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Image Load Files • Avoid Volumes (LFP) • Use Relative Paths when producing to another party • Validate your Image Options when importing
  • 22. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Load Files Overall • Use Advanced text editors (Notepad++, TextPad, UltraEdit) • Split files into manageable sizes • Keep production requirements in mind
  • 23.
  • 24. Private and Confidential – Copyright 2019 Benefits and Drawbacks Format Benefit Drawback CSV Simple, easy to create and modify Common delimiters; can’t use commas/quotes in data OPT Easy to understand document bounds Must be page-level (even if images are multipage) LFP Versatile; load images, annotations, natives, and tags Volumes can be tricky if used DLF Versatile, unique delimiters Difficult to create manually due to unique delimiters DAT Most common format; widely accepted Nothing, everyone loves a nice DAT
  • 25.
  • 26. Private and Confidential – Copyright 2019 Rules • 3 Meme templates • Write your captions on scratch paper • Write your name down! • We will read the captions anonymously • You get to vote for your favorites!
  • 27. Private and Confidential – Copyright 2019 Memes Minigame
  • 28.
  • 29. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: Production QC You receive a production volume with a DAT, OPT and LFP. It also contains images, text, and native files. Your job is to validate the production volume and make sure it is “Good to Go”. What is your process? The production is located here: Desktop WorkshopDay 2 - Wednesday - May 1stDATs, LFPs and OPTs - Oh MyILUVLDFLZ001
  • 30. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: Production QC Applications Needed:  Windows File Explorer + Right Click > Properties  Notepad ++ or another file editor ___ = OPT Line Count ___ = OPT Doc Count ___ = LFP Line Count ___ = LFP Doc Count ___ = DAT Doc Count ___ = DAT Native Path Count ___ = DAT Text Path Count ___ = Files in TEXT folder ___ = Files in NATIVES ___ = Files in IMAGES
  • 31. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: Production QC 118 = OPT Line Count 24 = OPT Doc Count 118 = LFP Line Count 24 = LFP Doc Count 25 = DAT Doc Count 0 = DAT Native Path Count 25 = DAT Text Path Count 25 = Files in TEXT folder 25 = Files in NATIVES 122 = Files in IMAGES What did you find wrong with the production?
  • 32. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: Production QC What did you find wrong with the production? • OPT line count ≠ # of files in IMAGES folder • OPT doc count ≠ DAT doc count or # of text or natives • No Native Path in DAT • No ending delimiter in the DAT • Anything else wrong? Let’s fix this production!!!
  • 33. Private and Confidential – Copyright 2019 Scenario: Incorrect File Paths The OPT File Paths are incorrect (i.e. the path is relative and incomplete). How do you replace the path prior to import into review? If this issue was in our DAT file paths, what precautions should you take?
  • 34. Private and Confidential – Copyright 2019 Scenario: No Load File? No Problem It appears you received a bunch of Image files for one volume (002), but no load files. You need to load the images, and decide to create an LFP file. Hint: the first line will look something like this: IM,ImageKey,D,1,FilePath;Filename.tif;2
  • 35. Private and Confidential – Copyright 2019 Scenario: Regular Expressions If you didn’t initially notice, the DAT is missing something. Every text field should begin and end with a specific delimiter. This DAT file does not contain ending delimiters for the last field or beginning delimiters for the first field. How can you fix this via find and replace? ^: Start of Line $: End of Line
  • 36. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: No NativePath, No Problem! Our production contains native files but the DAT does not contain the native path in order to load the natives. The native files are named after their BEGDOC. You need to create a load file with the BegDoc and Native Path fields. How do you create the load file?
  • 37. Presentation TitlePrivate and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Private and Confidential – Copyright 2019 Scenario: No NativePath, No Problem! Applications Needed: • Command Prompt • Notepad ++ or another file editor Step 1: Open Command Prompt and navigate to location of native files Step 2: Directory Listing is SO BAD! Step 3: Text Editors and Regular Expressions are
  • 38.

Editor's Notes

  1. What to expect in this session
  2. Load Files What do they do? What do they look like? Why do I need them? When do I need them? What if I don’t have one?
  3. Probably the most commonly used/requested load file
  4. OPT tells the application the path to find the images.
  5. The purpose of this session is to provide a deeper understanding of some of the most common industry load files. We will focus on breaking down the syntax and use cases of different types of load files. We will engage attendees specific scenarios to demonstrate best practices when manipulating or QCing load files with their deliverables
  6. Include field headers makes mapping fields much easier – you don’t have to guess Begdoc first helps you understand what document you’re looking at Uncommon delimiters = lower chance of messing up load Grid view lets you see how your data will line up
  7. Volume translation can get messy and only one volume can be configured at a time during import when using find/replace Partial paths will avoid exposing your file structure to opposing Don’t accidentally delete all your annotations!
  8. Advanced text editors allow you to use regular expressions Manageable load files (<200mb or even smaller) make it easier to load when edits are needed With all this in mind, don’t forget your requirements. Don’t provide a CSV when they’re asking for a DAT
  9. The purpose of this session is to provide a deeper understanding of some of the most common industry load files. We will focus on breaking down the syntax and use cases of different types of load files. We will engage attendees specific scenarios to demonstrate best practices when manipulating or QCing load files with their deliverables
  10. Include field headers makes mapping fields much easier – you don’t have to guess which fields you’re mapping Begdoc first – Easy to identify records if you need to read the load file for any reason (troubleshooting, etc) UNC Paths – who likes mapped drives anyway? Saves from having to reload or modify paths after the fact
  11. requirements. Don’t provide a CSV when they’re asking for a DAT
  12. You receive a production volume. The volume contains a DAT and LFP load files. You are asked to make sure “all of the data is there”. How do you go about this? They will be using counts and imagekey numbers to compare against files on disk for Natives, Images, and Text.
  13. You receive a production volume. The volume contains a DAT and LFP load files. You are asked to make sure “all of the data is there”. How do you go about this? They will be using counts and imagekey numbers to compare against files on disk for Natives, Images, and Text.
  14. You receive a production volume. The volume contains a DAT and LFP load files. You are asked to make sure “all of the data is there”. How do you go about this? They will be using counts and imagekey numbers to compare against files on disk for Natives, Images, and Text.
  15. You receive a production volume. The volume contains a DAT and LFP load files. You are asked to make sure “all of the data is there”. How do you go about this? They will be using counts and imagekey numbers to compare against files on disk for Natives, Images, and Text.
  16. You are given an OPT load file, but the file paths are NOT usable (i.e. the path is relative and incomplete). How do you replace the path prior to import into review? Can be useful for certain scenarios where find and replace in review software cannot accomplish this. We had a load file mapped to E: as the drive letter. Someone went in and did a mass replace for ONLY E: and wound up replacing every single metadata instance where E: was present. IE, almost every email reply subject line (RE: ) not had our drive path in it.
  17. Delimiters at end of lines – Regular Expressions to fix: You are given a DAT load file to load into review. However, the load file doesn’t read properly in your review software and you receive errors when trying to import. Upon reviewing the DAT, you find the delimiters are missing at the end of the line. How can you fix this with a single find & replace? Search & Replace using basic regular expression.
  18. You are given a deliverable with load files and natives and text, but the load file doesn’t contain the nativepath. The native files are named after their BEGDOC. You have loaded the available metadata and text but your native files are still not loaded. You need to create a CSV load file with BegDoc, NativePath fields. How do you create a load file for the files on disk? Use Command Prompt’s DIR (/s/o/b/a-d >file.txt) to file option to get a CSV of file paths, then edit to add BegDoc. Uses regular expressions and column select to accomplish
  19. You are given a deliverable with load files and natives and text, but the load file doesn’t contain the nativepath. The native files are named after their BEGDOC. You have loaded the available metadata and text but your native files are still not loaded. You need to create a CSV load file with BegDoc, NativePath fields. How do you create a load file for the files on disk? Use Command Prompt’s DIR (/s/o/b/a-d >file.txt) to file option to get a CSV of file paths, then edit to add BegDoc. Uses regular expressions and column select to accomplish