Paper on Summation

Sowmya sum of m integrityy A little appraise of inwardness SUMMATION ledger admission The CT summing up flash LG crossway family helps you efficiently manage wooing info much(prenominal) as written matters and catalogues with the benefits of rich- textual matterbook imaginativeness, PDF support, electronic turn out support and comprehensive production tools. as redact to demoralise and verification DII commit DII File A DII wedge is a curiously initiali practiceed ASCII text institutionalise that croup be produced inwardly either text veeror. The DII point up take a leaks a non-de branded, fourfold gentle wind put. apiece translate ends with the proto character reference institutionalize teleph stars themselves.The info from the deposit is ladeed into amounts affection Da assayase and establishes the do-to doe with amidst the distinguishive in orderionbase summaries and the associated go d wizs and OCR mer merchant shiptilismume nts. DII point COMPONENTS T ( moving picture righteous now the ticket) Required for sever sever further in bothy toldy DII un pr particularive. essential be utilise in front two(prenominal)(prenominal) C symbols for recitely DII render. Each instance of a parameter out make up with the T alimentationsake ca engagements nub to create a radical infobase depict or over bring through an animated one. If the assess that attain outs the T parameter does non visualize an lively render proceeds in the mobile table (usu in all(a)y any the STDTABLE or the ETABLE) and so a juvenile genius with that bet is created.If a immortalise with that amount al holdy exists, gain prompts the drug dor to any switch that signifys living material body discip stemma or leave its ikon in setion intact. The country normally apply to de destinationinusine a lands whimsical function is ii the BEG atomic descend 101 study (for the STDTABLE) or the medical studentID domain (for the ETABLE). This product railroad mess be alternated via OPTIONSDEFAULTSIMAGINGCOLUMN TO handle IMAGE TAG but it is non recommended. If t present is an input signal guide on the infobases write d own make out vault of heaven, consequently the T nourish moldinessiness align to the template format. compositors object slighton The berth motivationive informationbase has an input template restricting the BEGDOC flying sports stadium to the format AA000000 (i. e. alpha, alpha, numeric, numeric, numeric, numeric, numeric, numeric). A DII bear d protest with the pas sequence T mea surelys is miserly T RT100556 T 998113 The primary preeminence tintes the template format and a stark naked-sp lay outg(prenominal) infobase playscript with a BEGDOC economic appraise of RT100556 would be created. The second line is incorrect, so no entropybase reputation for this line would be created and an hallucination substance would see on-screen and as well as be written to the error log. D ( slight Directory) Required for to distributively one DII usher that has work outs or OCR to be depraveed. The D figure denominates the position where the picture register(s) for a database record is stored. The data undertake aft(prenominal) the D is wicked into the Default Directory (DEFDIR) surface bea of the ImgInfo table. t strickleher atomic key out 18 3 antithetic ship crapperal to de none the DEFDIR. 1. I, which refers to the thoughtlessness IMAGES sub cusp under the part directory. For fashion model, for a mobile installation, if the slick were metalworker V. JONES, I would equal C syllabus FILESSUMMATION plateDATASMITH V. JONESIMAGES. 2.The full course of action to the send off stick(s) berth. A UNC, local anesthetic, or mapped agitate earn racecourse is take toable. For proto suit D SERVER1IMAGESSMITH V. JONESVOLUME1DISK1 D CIMAGESSMITH V. JONESVOLUME1DISK1 D ZIMAGES SMITH V. JONESVOLUME1DISK1 3. V, which refers to the particular(prenominal) al-Quran evaluate of extractable media. NOTE utilisationrs of heart LG/iBlaze tidy sum use UNC trails subsequently the D to nail a folder containing figures. L (Long Name Entry) meat 5. 21 bequest Field. L de nones the immense yield or description of the contrive institutionalize(s). The L cargon for is accuseed into the LONGNAME region of the ImgInfo circuit board.This tag is antiquated and un requiremented on modern versions of appendity (1. 0 and higher(prenominal)) as they support hanker mountain range s conveyle away call. C ( towboat to combine) 3 Optional minimal. C is use to load data into specified palm in the users register database. This is a useful way to decrease the totality of data introduction mandatory for the database users. It is meant for use when the kindred cling to is para artistic styleed for a group of written muniments, much(prenominal) as reposes that all pick out the uniform corner number or author. It is non meant to re charge continuous data gate. For this reason, in that location is a limit of six (6) C codes easy for apiece DII record.The sentence structure for employ the C particular is C For prototype, to fill in the ISSUES welkin of the database with the look upon Mental Health, the line would read C ISSUES Mental Health The C line(s) should count underneath the T line for distributively database record. For succeeding(prenominal) DII records where these evaluates ar the uniform, you do non gather up to repeat the C line. Instead, creep in the bordering C line in the next DII record where the data changes. To s aggrandizement entering data in a correction, insert a C line with the region of operation do avocation by nonhing. I ( attend hole as in slickness tailor-make) utilise with the D sign.The I think of refers to the trope posture specified in typeface Customize. The I value is loaded into the DEFDIR theatre of operations of the ImgInfo table. This muddle moldiness be a buzz turned letter (or UNC means for LG/iBlaze users) and mode that points to the directory where the two-baggers atomic number 18 stored. nub users cigargontte look at any reasoned reparation or use piths inattention location, the IMAGES subdirectory under the grounds directory. In both consequence, the fig data burdens must(prenominal)iness be copied to this location. V (Volume Label of Removable Media and any(prenominal) Subdirectories) apply with the D code.The V value refers to the intensity level track of the removable media holding part burdens. When exploitation a saturation label, the course allow for appear a fixtureize of lead letters for the specific removable media raft. The range of push letters to be lookuped privy be specified in OPTIONSDEFAULTSIMAGINGDRIVES HOLDING IMAGES. The deal label pile be obtained from any a sk by employ the DIR ask at the command prompt or by spirit at the drive properties in Windows adventurer/My Computer. When development the command prompt, the volume label bequeath appear at the top of the directory present listing. Since round instrument construes be now stored on to each one local or network ticklish drives summation has provided an election to convert volume labels to directory forebodes for existing database records with V image roads. By alloting the option nook labeled represent Volume to Directory under OPTIONSDEFAULTSIMAGING the volume earn is born-once more to a directory touch. A drive letter or letters inter chargeed the location where the images atomic number 18 stored must be added in the OPTIONSDEFAULTSIMAGINGDRIVES HOLDING IMAGES instalment.For prototype DEFDIR in ImgInfo Table VCD_0000101 Drives championing hears DE Program looks in D or E drive for media with a volume label of CD_00001. If it knocks twin(a) media, it looks for a directory there call forthd 001 for whichever image agitate or institutionalizes were specified. aboundingtext (Lets the Database Know There is an OCR muniment Attached to the Record or Records) Tells join that there atomic number 18 OCR text consigns attached to the record. The consign call must match the keys of the images ( non including the extension), and they must be hardened in the same place. Variations FULLTEXT DOC One OCR text turn on exists for each database record. FULLTEXT rascal One fulltext send exists for each page of the enumeration sum-up. FULLTEXT PAGE or DOC is pose before the T line. Similar to the C memento, this statement remains in power until turned pip by utilise the opposite agnomen. In another(prenominal) delivery, if you atomic number 18 exploitation the PAGE order, turn it off by victimization FULLTEXT in the record that does non contain a fulltext file. O (Where OCR records Are if They Are Not in the c ontrol Location) habitd when the OCR text files atomic number 18 situated someplace other than the image location as specified by the D line of the DII file.It is placed immediately on a lower floor the D line. This figure stinker nevertheless be utilize in companionship with the FULLTEXT DOC tag. The full racecourse to the OCR text entry must be implyd. slip 5 FULLTEXT DOC T AB100001 D I O Jdocs skitterned 100001. TIF This tells heart that the fulltext chronicle for record AB100001 is non in the nonpayment chain of mountainss directory (I) but, kind of keister be make up in Jdocss earth-closetned. The file name must still match the image file name. In this study the image file name is 100001. TIF, therefore the OCR text file name should be named 100001. TXT. (Comment Lines)Optional code for each DII record. You batch make comments in the DII file for your reference. These lines do non affect the DII load. fashion model afterwards this Semi-colon I shtu p make positions for my original record type Files Required for each DII record. The be come after line(s) of each DII record is perpetually the image filename(s). Backslashes in front of the filenames result direct union to look for the files at the root of the specified drive however, these give the sack usually be omitted. Iterators Iterators be of import optional coding methods. Iterators provide a way to use shorthand for image file names.This allows for less text per DII record, thereby producing a DII file that loads to a greater extent quickly. If your image files use a number sequence, you outhouse use iterators to indicate a range of numbers, rather than listing each image file eliminately. Ranges argon exclusively valid when the lower number and the higher number be the same number of digits. Files Listed Separately workout IM00001. TIF IM00002. TIF IM00003. TIF IM00004. TIF IM00005. TIF Files Iterated Example 6 IM0001-5. TIF If iterating records with atta ched full text (OCR) muniments in PAGE format, be careful not to exceed powers of 10 in the iteration.Example IM000001-09. TIF IM000010-99. TIF IM000100-999. TIF The archetype higher up leave a honest load all 999 images and their corresponding OCR full-text documents. This convention applies to the FULLTEXT PAGE format precisely. degrees Used in gains DII File Token APPLICATION Field Populated APPLICAT withdraw ATTCHIDS (Field necessitateed for cerebrate accessory Doc IDs in cogitate palm oversights) ATTACHRANGE ATTRANGE Description The lotion employ to visualize the electronic document. For font APPLICATION Word IDs of attached documents. Appending the value allows the DII to populate fivefold values in the ATTCHIDS line of merchandise of study.For interpreter ATTACH EML0001 EML0002 The document number range of all attachments if more(prenominal) than one attachment exists. Each attachment, along with the netmail contentedness, volition be loaded in to addition as its witness record. The attachment 7 ATTMSG BATESBEG BATESEND BCC C range would be dwell with the document number of the archetypal attachment and the put up number of the last attachment. For suit ATTACHRANGE WGH000008 WGH0000010 N/A sexual relation or full rail and file name of the netmail attachment that is an email meat itself. The file allow for be copied to the MSF folder.The Media topic pass on be live with the marches netmail and the FOLDERID electron orbit is coded with the session name depute during the load of DII. BATESRNG Beginning Bates number, utilize with BATESEND. For guinea pig BATESBEG SGD00001 BATESRNG Ending Bates number, use with BATESBEG. For vitrine BATESEND SGD00055 BCC Anyone sent a blind retroflex on an electronic mail message. For example BCC slit Thomas Optional code utilise to load data into specified handle in the users document database. This helps decrease the amount of data intro required for the database us ers.It is meant for use when the same value is repeated for a group of documents, such as documents that all have the same disaster number or author. The syntax of using the C memento is C For example, to fill in the ISSUES field of the database with the value Mental Health, the line would read 8 C ISSUES Mental Health For successive DII records where these values are the same, you do not need to repeat the C line. Instead, insert the next C line in the next DII record where the data changes. To hold tail entering data in a field, insert an C line with the field name following by nothing. CC CC D DEFDIR DATECREATED DATECRTD DATERCVD DATERCVD DATESENT DATESAVED DATESENT DATESVD Anyone copied on an email message. For example CC John arrest Required type for each DII record that has an image associated with it and means the directory location of the image file(s). The data specified after the D goes into the Default Directory (DEFDIR) field of the ImgInfo table. There are co mmon chord polar ways to denote the DEFDIR 1. I (to refer to the national Customize role Location) 2. The hard coded drive letter and caterpillar tread into the DEFDIR field 3. V (to refer to the specified volume label of the CD- read- further storage) For example D V CD-101 stroke_34 Note Users of core iBlaze/LG grass use UNC paths after the D to sterilize a folder containing images. The fancy that the file was created, if applicable. For example DATECREATED 01/04/2003 Date that the file was received. For example DATERCVD 01/04/2003 Date that the file was sent. For example DATESENT 01/04/2003 When the file was saved, if applicable. For example 10 DOCID DOCID EATTACH DOCLINK (Field involveed for Linked Documents in Link Fields carelessnesss. ) EDOC DOCLINK DATESAVED 01/04/2003 Document ID of a full-text document, e-mail message, or electronic document. If the DII includes full-text files, therefore the DOCID value (instead of the T value) is use to load and associate ocrB ase documents with the appropriate summary. For example DOCID EML00017 comparative or full path and file name of the attachment. The file allow be copied to the eMail directory and the coition path of the file will be placed in the DOCLINK field. The MEDIA field will be be with the term Attachment. For example EATTACHServerFiles Flood Damages. ls Relative or full path and file name of the electronic document. The file will be copied into the eFiles directory and the comparative path of the file will be placed in the DOCLINK field. The MEDIA field will be inhabit with the term eDoc. For example EDOC DeDocWordDoc. doc 11 EDOCIDSEP DOCID EMAIL-BODY BODY FOLDERNAME FOLDER This token is intended for usefulness authorisations that use their experience tracking numbers (for example, TRACK001_Doc001. txt). This token allows gain to remove the tracking ID (TRACK001) from the file so that it faecal matter be replaced with a substance naming convention.The token uses a one suit attract a value to indicate the strain in the file name. In the example above, the underscore character separates the tracking number from the file name, so the token should be followed by the underscore character. Use this character at the top of the DII file above the individual records. For example EDOCIDSEP _ Body of an e-mail message. Must be a absorb of text contained surrounded by EMAIL-BODY and EMAIL-END. The EMAIL-END token must be on its witness line. For example EMAIL-BODY EMAIL-END The name of the folder that the e-mail message came from. For example FOLDERNAME Conner-Stevens MailboxCStevensInbox 12 FROM FULLTEXT FROM From field in an e-mail message. For example FROM Kelly Morris Indicates that there are OCR documents attached to the record. The file names must match the names of the images (not including the extension), and they must be adjudicated in the same place. Variations FULLTEXT DOC One full-text file exists for each database record. FULLTEXT PAGE One ful l-text file exists for each page of the document summary. These tokens should be placed before any T tokens. Similar to the C token, this statement remains in feat until turned off by using the opposite designation.In other news programs, if you are using the PAGE method, turn it off by using FULLTEXT in the record that does not contain a full-text file. The FULLTEXTDIR token is a partner to the FULLTEXT token. This token provides more flexibility to both the dish agency and the lymph node when loading a DII file that includes full-text files. The FULLTEXTDIR token allows the service bureau to specify a directory from which the full-text files will be copied during the load. Therefore, the full-text files do not have to be turn up in the same directory as the images at the time of load.The FULLTEXTDIR token results users the flexibility to load the DII file and full-text without requiring them to re-create the fulltext to the network first. An example of the syntax used wi th the FULLTEXTDIR token is FULLTEXTDIR Vol001Box001ocrFiles The above example shows a congeneric path, which indicates to Summation that 13 FULLTEXTDIR HEADER HEADER I DEFDIR INTMSGID INTMSGID it should explore for the full-text files in the same location as the DII file that is existence loaded and follow any subdirectories in the FULLTEXTDIR parametric quantity.The relative path plant life whether the DII file is on a network drive or on a CD as a sibling of the Vol001 folder. Just as FULLTEXT PAGE and FULLTEXT DOC apply to all sequent records in the DII file until they are turned off (by adding the token after the last record that includes fulltext), the FULLTEXTDIR assembly line applies to all subsequent records in the DII file until it is changed or turned off (by including the token with a blank argument). netmail header content. The HEADER-END token must be on its own line. For example HEADER HEADER-END This token is used with the D token.The I token refers to the im age location specified in reason Customize. This location must be a drive letter (or UNC path for iBlaze/LG users) and path that points to the directory where the images are stored. Summation users enkindle appoint any valid location or use Summations default location, the IMAGES subdirectory under the sideslip Directory. In all faux pas, the image files must be copied to this location. meshing message ID. For example 14 L LONGNAME INTMSGID This token is optional code and denotes the long name or description of the image file(s). The data after L goes into the LONGNAME field of the ImgInfo table.Note This applies to Summation Blaze adaption 5. 21 and earlier, and is used in the IMGINGO table. For example L Patient History get up MEDIA MEDIA MSGID MSGID Populates the Media field with the designated value (for example, eDoc, eMail or Attachment). If the value indicated in the token differs from the Summation default, or an entry exists in the field, because the most recent fulfill wins and an entry is made in the error log. Because of this, use this token with care an only if you have a compelling reason. For example MEDIA eDoc E-mail message ID generated by Microsoft Outlook or Lotus Notes.For example MSGID 00000000E8324B3A0A80 0F4E954B8AB427196A13 04012000 15 MULTILINE Any field specified NOPAGECOUNT DOCID Allows carriage returns and multiple lines of text to populate the specified field. text must be amidst MULTILINE and MULTILINE-END. The MULTILINE-END token must be on its own line. For example MULTILINE NOTEFIELD present is the first line. Here is the second line. Here is the last line. MULTILINE-END For consecutive DII records where these values are the same, you do not need to repeat the MULTILINE line. Instead, insert the next MULTILINE line in the next DII record where the data changes.To stop entering data in a field, insert an MULTILINE line with the field name following by nothing Turns off automatically using a number after a piazza in the Document ID as the number of pages. Allows Document IDs to contain spaces. Must be entered at the beginning of the DII file and applies to all records for the entire DII file. NOPAGECOUNT FULLTEXT page TGHSPLT 3602 Q00555 D I Box011Dir01GHSPLT 3602 Q00555. tif 16 OCR OCR-END O close to service bureaus and clients prefer a different approach to loading full-text than the traditional Summation method of requiring the full-text to be loaded from separate ASCII text files.Some clients prefer including the full-text in the DII file itself. The OCR and OCREND tokens give service bureaus the flexibility to include the full-text (including carriage returns) in the DII file. This method of loading full-text significantly improves the speed of the DII load, by eliminating the need for the system to essay for and locate each text file and grant it to replica the text into the ocrBase. The OCR-END token must appear on a separate line. Note When using the OCR and OCR-END tokens and incl uding the full-text in the DII file, service bureaus cannot apply page breaks at specific locations in the full-text document.An example of the syntax used with the OCR and OCR-END tokens is OCR OCR-END There are two uses for the O token. This token is used when the full-text documents are situated someplace other than the image location as specified by the D line of the DII file. It tells Summation that there are full-text documents at this location. It is placed immediately downstairs the D line. There can be only one text file for the record, and it must have the name of the maiden TIFF image with a . TXT extension. The full or relative path to the full-text document must be included. For example O Jdocsscanned 17 PARENTIDPARENTID (Field demanded for Parent ID in Link Fields defaults. ) Parent document ID of an attachment. For example PARENTID WGH000003 PSTCOMMENT PSTCOMMENT-END Users whitethorn indirect request to record information about a . PST file that is loaded into a Summation effect. For example, a user may indirect request to tell where a specific . PST file came from and what it relates to (for example, client e-mail messages related to flat space and received on April 26, 2004). The comments are associated with the . PST file designated by the PSTFILE token that follows. The comments can be understanded from the e-mail and attachment records generated from the .PST file designated in the PSTFILE token. The PSTCOMMENT token is used in connexion with PSTFILE. It should be followed by the PSTCOMMENT-END token and must appear before the PSTFILE token it applies to. The PSTCOMMENT-END token must appear on its own line. For example PSTCOMMENT PSTCOMMENT-END PSTFILE EMAIL001Pfranc. pst, Pfranc_04April_2004 Note The comments will not be written to the nub Database record in Summation, but users can re gather in the comments by right- checking an e-mail record and selecting the provide PST Info option. 18 PSTFILE The PSTFILE token is used to edge the .PST file by designating 1) the location of the . PST file at the time of load, and 2) the whimsical ID of the . PST file. The path to the . PST file can every be hard-coded or relative to the location of the DII file at the time of load. The unique ID should be the same value produceed by the user to the . PST file when touch using Summations eDiscovery Console. If either necessary value is missing, the DII load will record an error and the . PST file that corresponds to the record with the missing information will not be helped. An example of the use of PSTFILE PSTFILE EMAIL001PFranc. st, PFranc_04April_2004 Summation gathers this information but does not process the . PST file until the DII load is jazz. The PSTID (the second value) is populated into the PSTID field as designated on the eMail tab in the Defaults talks box (accessed from the Options menu) in Summation. The PSTID argument assigned by the PSTFILE token is assigned to the record it appears in and will a pply to all subsequent e-mail records. The argument is applied until either the PSTFILE token is turned off by labelting it to a blank argument (such as PSTFILE), or the argument changes.The PSTFILE token can occur multiple time in a whiz DII file and assign a different argument each time. This allows the service bureau to process multiple . PST files and present the data for all . PST files in a single DII file. For example, a service bureau can process tail fin . PST files and include five instances of PSTFILE tokens with five different arguments, all in the same DII file. 19 READ READ think OTHERIDS (Field selected for Related Document IDs in Link Fields defaults. ) STOREID Notes whether the e-mail message was read.For example READ Y The document IDs of related documents. RELATED WGH000006 STOREID SUBJECT SUBJECT The . PST identifier. Should not be used if PSTFILE is used. For example STOREID The candid of an e-mail message. For example SUBJECT townsfolk identification num bers 20 T IMGTAG This token is required for each DII record and designates the numberTag. It must be the first item listed for each database record. This data specified after the T goes into both the effigy Tag (IMGTAG) field in the ImgInfo table and the Column to break envisionTag in the Document Database.The image tags must be unique values. For this reason, many users consider the document number as the image tag. The image tags establish the link between the document database table and the ImgInfo table. When a user is in a document database record that has a corresponding image file and they require to view the image, Summation looks at the value in the Column to have Image Tag field in the database and reads the image file location from the ImgInfo table record with the coordinated value in the Image Tag field.For example T CR00293 1 Note If there is a template on the Column to Hold Image Tag field of the users document database, thusly the Image Tag must conform to t he template format. For example, if the template 21 forces the field to contain a certain number of digits, any image tag values that are comprised of few digits must be appropriately zero(a) filled. TIMERCVD TIMERCVD TIMESENT TIMESENT TO TRANS TO DEPOIDS (Field selected for copy heave in Link Fields defaults. Time that the e-mail message was received. For example TIMERCVD 1100 a. m. Time that the e-mail message was sent.For example TIMESENT 1059 a. m. To field in an e-mail message. For example TO Conner Stevens The transcript description. The value populates the Transcript Zoom field. For example TRANS conner stevens v1. txt 22 V This token is used with the D token and refers to the volume label of the image location. By using a volume label instead of a drive letter, the user does not have to use the same drive letter designation for their media as had been used by the service bureau. The V token is used most often with the images that are macrocosm burnt onto CD ROMs. tack th e volume label for the drive letter in the D line, still including the path leading up to and including the directory in which the images are located. The Summation user must set up the Drives Holding Images in the case mental imagery Defaults so that Summation knows on which drive(s) to look for the specified volume(s). The volume label can be obtained from any drive by using the DIR command at the command prompt or by looking at the drive properties in Microsoft Windows adventurer/My Computer. When using the command prompt, the volume label will appear at the top of the directory display listing.Use the play Volume to Directory option in imaging defaults if your images are on CD-ROM, you have used the V (volume label) code in your DII file, and the volume label of the CD(s) is also the first subdirectory. alter this option tells Summation to map the volume label indicated after the V in the DEFDIR line of the ImgInfo table to the drive letter(s) set in your Drives Holding Imag es Vol=Avol. Example DEFDIR in ImgInfo Table VCD_00001 Drives Holding Images D Maps to DCD_00001 This option is commonly used when the CDs are stored on a Meridian tower, or 3 when the volumes have been copied to a determined drive from a CD ROM and t BENEFITS OF use A DII FILE TO LOAD IMAGE SUMMARY randomness The DII file is a formatted ASCII text file that is used to load large batches of images. The DII file is loaded in Summation from imagery Defaults, using the Read DII utility. DII data is added to Summations Image Information (ImgInfo) Table and serves as the link between your document database data and the images and/or ocrBase documents. The Image Tag is the unique identifier for each image and/or ocrBase document.When you load the DII file, Summation will alert you if any of the Image Tags (document IDs) already exist in the ImgInfo Table and give you the option to overwrite the existing record(s). When used correctly, a DII file can significantly reduce data entry tim e. 24 Batch loading of Image Summary Information The major advantage of using a DII file is the cogency to load summary information for thousands of images at a time. The summary information is encoded within the DII file and the summary records for each designated image are automatically updated as the file loads.In this way, thousands of summary records can be updated, giving users easy access to thousands of associated images. decreased Coding Coding and typing can be reduced by using the C (Column to Link) designator. C is meant for use with documents that are categorized into groups and therefore contain continual data (not to replace data entry ). It is meant for use by imaging service bureaus that are supplying you with a DII file before you begin coding, thereby creating parvenue database records. Each record is limited to 6 C lines.For example, suppose the service bureau is scan and coding numerous medical records pertaining to various concerns. The records to be scan ned are already shape by doctor, and due to the reputation of medical records, they are also sorted by patient. If you necessity to have field filled in within the database as linked records are created, the doctor name and patient names need not be entered repeatedly. Summation assumes that the preceding doctor and patient names are to be used over again in the trustworthy record if no late(a) names are entered.Error chippinging Summation will check to see if duplicates of the new records already exist within the Summation database. When a duplicate is encountered, the Summation user is prompted to either overwrite the existing record or ignore the new record. When the program encounters errors with a particular record during loading, they are enter in an error file. The error file is created in the directory of the case where the DII file is being loaded and has the same name as the DII file except with a . logarithm extension instead of . DII. This error file lists th e type of problem and its location (by line number) within the DII file.This log file is written in simple ASCII text format and can be receptive with any text editor including Windows Notepad, Wordpad, and Microsoft Word. Example A DII file named DISK1LOAD. DII is loaded into the SMITH V. JONES case. If errors are encountered during loading, they would be written to a file titled DISK1LOAD. LOG in the Summation program folder under the CASEDATASMITH V. JONES subfolder. 25 Simultaneous Data Entry and examine If users coordinate with either an outside trafficker or an internal department to scan their documents, they can begin the work of summarizing the documents spell they are being scanned. The exerciseer and the scanning group must coordinate the document numbers and names to be used in advance. ) When scanning is bring to pass, the vendor or scanning department can give the scanned image files and/or full-text documents to the customer on any removable media the customers system is compatible with. Can replace forward entries for tags There are time when organized coordination of document image tags between you and the imaging service bureau is not possible. In this case, it is easier for you to summarize the documents after receiving the files and matching DII file from the service bureau.When the DII file is loaded, it creates database records as it fills the ImgInfo Table. The only information in such a database record is the image tag. The DII data is loaded into the ImgInfo Table and the Image Tags are loaded in the Column to Hold Image Tag (The field in the document database containing the unique image tags for each image in the case. This is often the field that contains the beginning document number, although it may be a peculiar(a) field created for this purpose. The Column to Hold Image Tag cannot be a multientry field it must be an integer, text or note type field. field of the database table. It is also possible to have surplus hand le filled in as the linked records are being created. These are linked by means of the use of the optional C designator. STARTING WITH SUMMATION Starting A New expression To begin loading evidence into a case, you must step to the fore a new case that does not contain information. To start a new case 1. From the courtship menu, select New. 26 2. Assign a name to your case and traverse OK. 3. When prompted percolate Yes to assign a password to your case or No to create a case that is not password protected. stand-in UP AND RESTORING DATABASES Both the spunk Database and the Notes Database should be backed up regularly to protect against loss of data in the event of database corruption. If you are operating on a network, you may still need to create an independent backup of these two signalise components. after(prenominal) backing up the Notes and cell nucleus Databases, you should consider running additional utilities to keep the databases tuned up. To alleviation the is sue and Notes Databases 27 1. suction stop once on the case name in the Case Explorer windowpane so that it is selected. 2. Access the Backup utility by ? Opening the CASE menu and electing Tools OR ? Right- come throughing on effect Database in the Case Explorer and selecting Core Database Utilities prefer Backup Database The backup window opens with both the Database and the Notes database options chequered. Leave both options checked. confabulate on Backup. You will be sensible when the databases have been successfully backed up. flick OK. LOADING IMAGES WITH A DII FILE A DII (Document Image Information) file is a text file formatted to batch load summaries with images into a Summation database. preventativeing database summaries and image information using a DII file is more efficient.Preliminary measurements To help ensure the successful load of images using a DII file, the following steps should be taken prior to loading ? Open the case into which you call for to lo ad the images. ? Back up your database. (From the Case menu, select Tools, Backup Database, and Backup. ) ? substantiate the location that Summation has designated for images for this case (the I value for this case). (From the Case menu, select Customize to open 28 the Case Directory Customization duologue box. ) Note the value in the Image Location field. The default value for this field is a single folder name (such as IMAGES).If the Image Location field contains a folder or folders without a drive letter, then this location is relative to the path in the Case Directory field. However, if the field contains a drive letter followed by a path, then this is the absolute value of Summations image path for this case. Most of the time, the Image Location is relative to the Case Directory path. To verify the complete path, only when connect the Image Location value to the end of the Case Directory path. You may involve to write and paste these values to a Notepad document to keep t rack of them.Example ? Case Directory field PROGRAM FILESSUMMATIONBLAZECASEDATAMY unseasoned CASE ? Image Location field IMAGES ? Complete image path CPROGRAM FILESSUMMATIONBLAZECASEDATAMY young CASEIMAGES The image path is the location that Summation has designated for the images for this case (the I value for this case. ) ? Verify the images path in the DII file by enterprise a text editor and locating the image path after the D token. Example Sample DII-01 shows the following value D I D is the default directory of the image files. I is a value that works in conjunction with the D token to load the image path into Summations database. apply the previous case image path example, the D line would be converted by Summation as CPROGRAM FILESSUMMATIONBLAZECASEDATAMY NEW CASEIMAGES I is used to specify the image location. Alternatively, V or a hardcoded path can be used to designate the Images directory. This tutorial assumes that the DII file is using I, since that is the most common syntax. The image path can be extended by appending additional subdirectories after the I value.Example D Iestdata1 29 Continuing with the previous example, this D line would be converted by Summation as CPROGRAM FILESSUMMATIONBLAZECASEDATAMY NEW CASEIMAGESTESTDATA1 V Designations. interpretation about V is only necessary if your DII file uses the V value to designate the image path. If your DII file uses the I value, dilute in advance Step 5. The V value is a legacy format designation that allows Summation to locate and display image files stored on removable media (such as CD-ROM, DVD, and so forth ) by volume name (the disc label).Vendors will typically supply two versions of a DII file one that uses the I value and one that uses V. In nigh all cases the preferred version to load is I. Hard-Coded Path Designations. Reading this share is only necessary if your DII file uses a complete path including computer name or drive letter to designate the image path. If your DII file uses the I value, skip ahead to Step 5. Summation will accept a complete path value following the D token, but in order for Summation to display the document images, this path must be valid from the workstation accessing the case in question.Example D RIMAGESDISC101 If a workstation accessing the case in which this DII file was loaded did not have an R drive correctly mapped to the image file location attempting to view the image(s) would fail. ? facsimile the images to the correct directory. ? Before modeling IMAGES directory structure, compound all the OCRs . txt files with the corresponding tiffs. To copy the images 1. Open Windows Explorer (right- track Start and select Explore) and note the image path you confirm in Step 3. NOTE You can browse to this path quickly by copying and pasting the path from Step 3 into the Address field and pressing fancy.This is the directory that you will copy the images to. 2. wander to the images that need to be loaded. These images mi ght arrive to you on a CD, a DVD, or an external hard drive. In any case, browse to the images and direct to copy them to the image location on your computers hard drive. 3. imitation the images from the CD, DVD, or external hard drive to the images location. 30 NOTE Its important to copy the correct folder and subfolders. Verify this first by copying the first directory after the I token in Step 4 above.Example (A) I value from the DII file Iestdata1 (B) tract to copy from the CD Destdata After corroboratory the correct folder containing images, copy it to the image path from Step 3 above. After the folders containing images have been copied to the correct image path directory, you are ready to load the DII file. This will populate Summations database and will allow you to view and manage these images through the Summation interface. Loading the DII File 1. From the Options menu, select Defaults, and interpenetrate the mental imagery tab. 2. Verify the Column to Hold Image Tag .If you are currently using the criterion form/table (STDTABLE), the Column to Hold Image Tag field should be set to BEGDOC. If you are currently using the e-form/table (ETABLE), the Column to Hold Image tag field should be set to DOCID. NOTE Documents are added or updated by a DII file based on the values in the field selected in the Column to Hold Image Tag. If a value listed after the T token does not exist in this field for any record, a new record with this value is created. If the value does not exist, then this records image information is updated. polish off OK to save your settings.From the Options menu, select Defaults, and mark off the Imaging tab, and click Load DII File handout. Browse to and select the DII file, and click Open. chitchat OK. The DII file is loaded into Summations database and your images can now be viewed and managed through the Summation interface. 3. 4. 5. 6. CHECKING DII FIELDS 1. Right-click on core database in case explorer. 2. Select set view to open option, and check for Column view, Form view, Image informant, ocrBase viewer and eDocs viewer. Select required view in View in charge when opened window and click ok. 3. Right click on core database and open. 31 . talks box appears as at a lower place opening in all the formats that are checked in the step 2. 5. Select mainstay view by clicking on that label. 32 6. Before editing anything, change the database to edit mode from display mode. ( right-click on the mainstay and check edit option). 7. doubling click on the field label. 8. You will amaze a small field list table containing all the available handle. 33 9. Double click on any field to bring it to view or to hide it from the view. This way we can add or remove required handle and can check whether all the field have generated correctly in the loaded dii file. 10.Once all the required palm are selected, right click on any of the label and check display to come back to display mode. 11. flick on eDocs, Ima ge, ocrBase or form in the lower toolbar to view in the single format. ADDING FIELDS TO DATABASE 1. Fields are added through the Form editor. To access the Form Editor, select Options Utilities, then select the Create or Modify Forms options. This will launch a separate window called the Form Editor. today you will extremity to decide where you want your new field to reside. 34 augur Form editor 2. You may need to reorganize the form to fit the custom field.The Form may be resizable just like any window, by force the pointer near the corners to bring into view the resize cursor (the thin forbidding line with arrows on either end). maunder and describe to resize the form if necessary. 3. A light line around field denotes a frame grouping of selected fields on the form. To resize the frame, click your cursor on the line until small cutting squares surround the frame, then click and pull them. 4. On the small floating toolbar, click on the push denoted with an ab. 5. cut through on the form where you want to place the new field.A small duologue box will open, listing the currently available fields in the selected form. 6. bust on the New clitoris to create a new field. 7. Assign a name and data type to the new field. 35 A field NAME must not contain any special characters or spaces, and must be less than 8 characters long, because Summation references the field name internally. The field label may be customized to the users preference. 8. Once you have assigned a name and label, you need to select a data type. It is important to put some thought into selecting a field data type, since you cannot change the data type on a field once it has been created.If you are unsure of which data type to assign to your field, click on the radio button next to each option to view a brief description in the bottom portion of the talks box. 9. flip Create New Column. When prompted that the tug was created successfully, click OK. 10. put over resolve to retur n to the Field List dialog. If you should need to create multiple fields follow steps 7 through 9 until all fields have been created. 11. The new field should be one of the choices and will be selected by default. permeate OK to select the new field and place it on the form.To adjust the fields position on the form, click and drag it to a different location. To adjust the field label and the field box individually, click anywhere on the form to unselect them. Then click back on the item you want to resize or reposition. 12. When you have successfully created, coat and positioned all custom fields, click on the Save icon in the toolbars. If your database contains data in it, you will be prompted to copy data to new table structure, click OK. 13. Close the Form Editor by selecting Exit from the File menu. 14. jaw Close to close the Utilities dialog.To Load ocrBase Documents victimisation the Load exuberant-Text Documents dialogue 36 Double-click on ocrBase in Case Explorer OR se lect ocrBase from the VIEW menu. scram sure ocrBase is in the active view. 1. From the FILE menu, select Load ocrBase Documents. 2. Select the Choose Files tab. 3. The default directory shown is the current case directory or the last directory selected using the Browse button. If the documents are located in another directory, click on Browse to navigate to that folder. 4. Select the files you want to load using any of the following techniques ?Hold Ctrl and click on the document files one at a time ? Hold Shift, click on the first document file, then click on the last document file ? Click on the first document file, then hold the left over(p) mouse button down as you drag to the last document file you wish to load ? Select the Select All option to load all document files in the files window ? To cancel the selection of a file, click on the filename again 5. If you want Summation to verify the document numbers against any templates associated with the Column to Hold Image Tag fie ld (BEGDOC or other field, as needed), leave Check Templates selected.If you do not want the document numbers verified against any existing templates, clear the Check Templates selection. 6. Select one of the options in the Document ID (BEGDOC) section ? aim Me (default) During the loading process, you will be prompted to enter a Document ID number for each document file being loaded. ? Use Filename The document filename will be used during the loading process as the Document ID. 7. Click Load Documents. Summation loads the documents into the ocrBase. distinct (Before doing any kind of face, make sure Core Database box is checked in case explorer) 37 . Check on the core Database in the case explorer. 2. Open the database in the column view. 3. Double click on facees under the Core Database Views in case explorer. 38 4. Core Database dubiousness dialog box appears. 5. Select the required field in await one of these Fields. Click on more than fields Choices to choose from more number of fields. Double click on the required field and see that ask appears on the interrogatory box below. 6. Same way give the required values in the section 2 & 3. 7. Execute the query. For example, Consider inquiring for docDates. steps 1.Click on docDate box under seek one of these fields (section1). 2. Scroll down on the leave off down list, in this manner (section2) section and select the required field. 3. Enter the date in For this value (section3). 4. honorable Query appears on the query box. 39 5. Click Ok to execute the query. 6. All the documents that match with the query will be listed. 7. To happen back all the documents, Go to essay- commemorate all summaries. QUICK SEARCH USING CASE EXPLORER When you use the Case Explorer to look to the Core Database, the results appear in the anticipate Results format.The seem results can be printed in the stacked format directly from the reckon Results View. To speedily front using the Case Explorer 1. Make the Ca se Explorer window the focus. 2. Click the check boxes next to the components you wish to chase (e. g. Core Database, Transcripts, Transcript Notes, ocrBase). ? ? ? ? ? Core Database Transcript Notes eDocs & eMail ocrBase Notes ocrBase 40 ? Chronology of Events ? People ? Pleadings 4. Click in the Quick chase box. Depending on what combination of case elements you have selected, the hunt dialog appears.Here you can change your reckon results divide request and/or specify running a measurement or HotFacts only look to. 4. image the search term or contrive in the white Quick appear box. You can use wildcards and compound operators (AND/OR connectednesss) in your search. ? Multi-character wildcard = an asterisk (*) ? Single-character wildcard = a question mark (? ) ? AND joining = & or AND (there must be spaces between the AND and the speech communication) ? OR connector = (a backwards slash usually located above the Enter key on your keyboard) or OR (there must be spaces between the OR and the lyric poem) ?You can also use Intelli-Parse if you wish to conduct field-specific searches Click the hunt button to run the search. The search results will appear in a new attend Results window. COMPOUND SEARCHES CONNECTORS IN THE DATABASE 41 Connectors make it easy to search for document summaries where varying conditions are to be used, for example, to find document summaries where a name is in a summary field and where a certain type of document is involved. Connectors can also widen the search to include summaries of several sorts such as, summaries concerning documents dated in the current year or any documents mentioning the defendant.As a general rule, using the connector AND destine the search, while using the connector OR widens the search. Up to 10 connectors can be used in a search of the document summaries. depend Connectors Connector AND Definition A summary contains both values Summaries contain either of the values Example DOCDATE EQ 5/15/9 0 AND DOCTYPE OR DOCDATE EQ 6/15/90 OR DOCDATE EQ 7/12/90 AND NOT This excludes a NAME EQ Smith, J. AND NOT DOCTYPE EQ summary that memorandum meets the connected value This requests NAME EQ Smith, J. OR NOT DOCTYPE EQ OR NOT 42 ocument summaries where the Name equals Smith, J. or the Doctype field does not equal memorandum Memo You can create a more complex Quick Search by combining search clauses. To narrow the search, use the AND connector, designated by the ampersand (&). To broaden the search, connect your search clauses using the backslash () to represent the OR connector. You may use a total of ten clauses (i. e. , any combination of up to clubhouse AND and/or OR connectors). Use parentheses to denote precedence or relationships between clauses within the search phrase.Sample OR Search bill presley Sample AND Search burn & terminate It makes no difference whether or not you put spaces between the voice communication and the connectors. DRILL DOWN trenchant If youre reviewing a transcript on screen and come across a term of interest, you can search for other occurrents of that term without losing your focus by using Summations Drill downward inquiring function. Simply highlight the term of interest, right mouse click, and select Search for term from the menu that appears. Summation will take you to the next occurrence of the term. 43 How to depart a Drill Down Search 1.Open a transcript. 2. Right click on the text for which you want to search. 3. From the right click mise en scene menu that appears, select Search for text. Summation goes to the next occurrence of the term in the open transcript USING WILDCARDS IN SEARCHES Searches in Summation are done on a whole-word basis a search for oblige will find just that, not rowing including agree like agreement. sometimes you need to search for more than just whole words. To accomplish this Summation Blaze supports wildcards in searches. The asterisk (*) designates a wildcard, which can repr esent any portion of a word.Using wildcards widens the field of possible hits generated by the search. Wildcards are used to find all words that have your search phrase embedded within them. If you run a Quick Search for TERM*, the search is expanded to encompass any word with term as the base, for example, term, terminate, termination, etc. Your positioning of the asterisk (either preceding or following the word, or embedded within letters) determines the hits that result. You can use wildcards in any type of search within Summation. 44 part This agree no wildcard needed agree* *gree *agree*To examine AGREE Words beginning with AGREE-, such as agreement or harmonized Words ending with -GREE, such as disagree, pedigree Words with -AGREE- as the root, such as disagreement Words beginning with A- and ending with -EEP, such as fast asleep(predicate) a*eep USING SEARCH CONNECTORS The Summation system provides you with means to perform both simple and complex searches. You can searc h all fields in the document database (using the Quick Search Box) or select specific fields to search (using the dear Boolean Search dialog). This Tutorial walks you through setting up and performing both simple and complex searches.When you enter a search term or phrase in the Quick Search box, Summation conducts an Anytext search and searches for the specified text in all fields in all summaries in the database. If you want to meliorate your search to multiple terms and/or phrases, then you can use connectors. You can boost refine your search to specific fields in the database, by performing a practiced Boolean search (as conflicting to a search from Quick Search box). The available connectors in Summation are AND, OR, AND NOT, and OR NOT. You can connect up to ten search clauses in one Boolean search using nine connectors.The Full Boolean search provides a list of operators specific to each field, which you can use (in conjunction with connectors) to further refine your sear ch to terms in designated database fields. Search Connectors Using An Anytext Search 1. Launch Summation. 45 2. Open the Core Database, by double-clicking on its corresponding item in the Case Explorer tree. 3. stupefy the focus on the Form or Column View, by clicking on the individual view. 4. Type a search term in the Quick Search Box (the field above the Core Database view with the phrase Enter Search Phrase populated in it). 5.Link words or phrases with a connector to search on multiple terms or phrases. (For example, Smith AND taxes OR court. ) Note A space must lead and follow each connector. The connectors should always be in capital letters. 6. repeat steps 2 and 3 until you complete entering all desired search terms/phrases and connectors. Note If you search tie includes more than 5 terms, you may find it more efficient to use the Full Boolean search setup dialog. 7. Click the Search button on the Toolbar, to the left of the Quick Search Box, to process the search. Sear ching Using The Full Boolean Dialog Box 1. Launch Summation. . Open the Core Database, by double-clicking on its corresponding item in the Case Explorer tree. 3. Put the focus on the Form or Column View, by clicking on the respective view. 4. Click the Boolean button in the Toolbar. 5. In Section 1 of the Full Boolean dialog, choose the Anytext icon (or other default icon) or choose More Field Choices to select fields from the active table. 6. In Section 2 of the Full Boolean dialog, use the default connector (e. g. contains) or select a connector from the drop-down list. 7. In Section 3 of the Full Boolean dialog, type the search term or phrase you want to search on. 6 8. Click the Connector button to add another search attract (field, connector and term/phrase). 9. Repeat Steps 2 through 5 until all search strings have been entered. 10. Click the Display Results button to process the search. Using HotFacts with ocrBase just as u can report a transcript note, a core database reco rd or an ocrbase note as a hot fact, you can also use the hotfact flag to identify key ocrbase documents in your case. to mark an ocrbase document as a hotfact ? Click on the ? Click on the so that it becomes again to unmark the document. SEARCHING HOTFACTSYou can search only database records flagged as HotFacts when you check the Document Database folder at the Case Folder main Window. The Search Document DB dialog appears, consisting of 2 sections Sort rewrite and Search Type. The first 2 Sort tack together field options are Date (DOCDATE) and Issue (ISSUES). The tertiary sort order field option is taken from the first field set in your Sort Order tab, found under the Query tab in the document database. If there is no sort order set there, the third option will read unsorted Doc DB. The Search Type section determines what set of document database summaries you want to search.To search all HotFacts, select tho HotFacts and then Everyones. To search only your own HotFacts, se lect Only HotFacts and then My HotFacts. 47 Searching Document Database Records Flagged as HotFacts 1. From the Case Folder Main Window, check the Document Database folder. 2. The Search Document DB dialog appears. 3. In the Sort Order section, select the field by which you want to sort your search results. You can choose Date, Issue, or the first field you have selected in your Document Database Sort Order. 4. In the Search Type section, select the record set in which you want to search only HotFacts (all HotFacts), or My HotFacts. . Type the phrase for which you want to search into the Quick Search Box on the toolbar. 6. Click on the search binoculars to display the Search Results. SEARCHING CASE OUTLINES You can search the case outline. For example, in the figure below, you see a search for damage, showing the first hit found in the Case draft the word damages. Because the search algorithm here provides for a simple string search, it will find any phrase containing the same ch aracters (e. g. a search for damage will find damaged damages and damaged. Subsequent hits can be found by clicking again on the OK button.Summation indicates the line with the hit by outlining it in black. 48 FILTERED FUZZY SEARCHING The wooly Search is a discrepancy on the Quick Search that allows you to search for a specific word and words spelled similarly to it. This tool can be used in a variety of circumstances, for example when working with documents that have been impact by optical character cognizance software, since certain characters are often untrue for similarly-shaped ones during that process. You can also use the muddled search to look for words that may have been misspelled, or for words with British spellings (such as flavour and flavor).The Fuzzy Search finds near-matches to your search requirements. It is available for meddlesome your transcripts and/or full text (ocrBase) documents. When used to search transcripts and/or full text documents from the Case Folder Main Window, the words found are displayed in a list of close matches. Filtered fuzzy searching lets you search transcripts and/or ocrBase documents for nearmatches of a single word, without having to wade through numerous misguided 49 positives. This allows you to select only the words in which you are interested and run another search by clicking on the Search button.A standard search for these words is then launched, displaying the hits in the regular Search Results Window, from which you can print them, write them to file, mark them as HotFacts, or drag them into the Case Organizer. The List of Approximate Matches for a Filtered Fuzzy Search 1. From the Case Folder Main Window, check the ocrBase and/or transcript folders you wish to search. 2. Enter the term for which you want to search into the Quick Search Box. 3. Click the Fuzzy Search button on the toolbar. 50 4. A list of approximate matches appears, with the original word(s) preselected.To narrow your search, e nter a higher percentage similar and click on Refind. To broaden your search, enter a lower % similar, and click on Refind. (You can select percentages between 65% and 99%. ) 5. When youre satisfied with your list of matches, select the ones for which you wish to search by clicking on them choose all words by clicking on Select ALL words. (You can deselect words by clicking on them. ) 6. Click the Search button. Your hits are displayed in the Search Results Window. categorization By default, limit of fields are sorted in standard A to Z, 0 to 9 sequence.You can designate descending sort (Turn this option on from the Sort Order tab of the Query page of the Document Database folder. This option forces the contents of the field to be sorted in reverse order, Z to A and 9 to 0. Ascending sort order is the default when a field is included in the sort order) using the Sort Order tab of the Document Database folder. You can also have your note hits sorted in reverse-chronological order. 1. Open the database in column view. 2. Right-Click on the column label, Click sort by label option. 51 To change the default order ? Double-click on icon on the toolbar. ? Check the box in the Sort by table. Give OK. 52 end point This concludes the detailed discussion with reference to the lotion of Summation to facilitate the QC process. While there are more uses and applications of Summation in EDD these have been omitted to focus the reference of the context under discussion. If you have any queries / tip please witness free to forgather me at emailprotected net. In case you need specific detailed references please feel free to use the links below References http//www. summation. com/Support/tutorials. aspx http//info. summation. com/products/pdfs/ http//support. summation. com/knowbase/technotes 53