GoldFynch’s Production system lets you generate productions with load files. It also gives you the ability to customize the metadata (parameters) of the load files. To do so, it uses Control Parameter profiles.


A Control Parameter profile is a collection of data about a set of fields to be included in the load file. Fields consist of:

  • The field itself (e.g. File Name, Created Date, Email Send Date, etc.)
  • The order in which the fields should be arranged
  • The header titles that should be used
  • The type of information of each field (e.g. string, boolean, date-time, etc.)
  • Any additional formatting information a load file might need (e.g. “MM/DD/YYYY HH:mm:ss” as date and time formatting for a date-time field) - though this information is usually stored as a separate field immediately following the primary one

Note: Only users with Owner or Admin privileges can create Custom Control Parameter profiles


Creating Custom Control Parameter profiles


Step 1. Click on the Productions button in the left navigation panel to go to the 'Productions' view

Step 2. Click on the Control Parameters tab


Navigate to the Control Parameters tab


Step 3. Click on the Create New Profile button, or the “creating a new Control Parameters Profile” text

Step 4. Enter a profile name


Enter a profile name and choose a template profile


Step 5. From the drop-down list, select a Control Parameter profile to use as a template for your new one

Step 6. Click on the Create button. The profile will be loaded and displayed similar to the image below:


control_parameters_loaded.PNG

Note: The "All Fields" profiles (MM/DD/YYYY, DD/MM/YYYY and YYYY/MM/DD) and "Minimal Fields" profiles are default options and will always be available. Any existing custom profiles will be listed here as well


Step 7. Make the required changes to the template:

  • Rearrange fields by clicking and dragging them by their rearrange icons
  • Add fields using the +Add Field and Add field above this fieldbuttons
    • Commonly-used additional fields:
      • "Tags" - This field option will include all of your document's tags in the load file.
      • "File Path" - This field option will include the GoldFynch file path, including the file name, for each document in the load file.
      • "File Directory" - This field option will include the GoldFynch file path, not including the file name, for each document in the load file.
  • Remove fields using the Delete field button
  • Edit the Title, Field, and Formatter fields as needed

If there are any incomplete or incorrectly-formatted fields, you will receive a notification:


Fix errors and incomplete fields


Step 8. Once you are happy with your changes, click on the Save button. Once saved, the [Unsaved] text will disappear


Note: 

  • If you have used a custom profile as a template, clicking the Save button will overwrite it. To save it as a new profile instead, use the Save as... button 
  • Hidden tags will not be displayed in the tags column if it has been included in the Custom parameter profile


Loading custom Control Parameter profiles


From the Control Parameters tab of ‘Productions’ view, click on the load button. All custom Control Parameter profiles in the case will be displayed, along with the number of columns (i.e. fields for the load files) they contain and their created and last-modified dates. Click on a profile to load it.


Exporting and importing Control Parameter profiles

  • To export a parameter profile, load it as described above, then click on the Export button. It will begin downloading to your system as a .json file.

  • To import a parameter profile, click on the Import button, browse to the location of the .json file on your computer that contains the parameter information.

Assigning Control Parameter profiles for load files

While producing your files as described here

  • During Step 3 (Production Output) select one of the “Concordance/Relativity style load file formats”
  • Then select a Control Parameter profile from the drop-down menu at the bottom of the screen
  • Continue the production process as with a basic production

Control Parameter Fields Listing

All the fields that are available for the control parameter profile along with their data types and formatting options have been listed below -

in the

No.TitleFieldData TypeFormatRemarks
1.DOC_IDDoc BeginString

2.DOC_BEG_BATESDoc BeginString

3.DOC_END_BATESDoc EndString

4.ORIGINAL_BATES_DOC_BEGIN_IDOriginal Doc BeginString
The original starting Bates number of the document, according to an imported production load file
5.ORIGINAL_BATES_DOC_END_ID
Original Doc EndString
The original ending Bates number of the document, according to an imported production load file
6.FAM_BEG_BATESAttach/Family BeginString

7.FAM_END_BATESAttach/Family End String

8.FAMILY_IDAttach/Family BeginString

9.PARENT_IDParentString

10.ATTACH_IDSChildren IDsStringsSemicolon Delimited list/ Comma Delimited list/ RangeDefaults to Semicolon delimited list
11.ATTACH_RANGEChildren IDsStringsSemicolon Delimited list/ Comma Delimited list/ RangeDefaults to Range
12.ATTACH_FILE_COUNTChild/Att File CountNumber

13.FAMILY_FILE_COUNTFamily File CountNumber

14.HASH_DUPLICATE_IDSBates-Dupe-IDsStrings

15.CUSTODIANCustodianStrings

16. SOURCESourceStrings

17.CREATED_DATECreated DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to the option chosen when creating a new control parameter profile
18.CREATED_TIMECreated TimeDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Time - HH:mm:ss
19.CREATED_ISO_DATETIMECreated DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Date & Time - ISO 8601 format
20.CREATED_UNIX_TIMESTAMPCreated DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Unix Timestamp
21.LAST_MODIFIED_DATELast Modified DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to date chosen when creating a new control parameter profile
22.LAST_MODIFIED_TIMELast Modified Date DateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Time - HH:mm:ss
23.LAST_MODIFIED_ISO_DATETIMELast Modified DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Date & Time - ISO 8601 format
24.LAST_MODIFIED_UNIX_TIMESTAMPLast Modified DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Unix Timestamp
25.PRIMARY_DATEPrimary DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to the option chosen when creating a new control parameter profile
26.PRIMARY_TIMEPrimary DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Time - HH:mm:ss
27.PRIMARY_ISO_DATETIMEPrimary DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Date & Time - ISO 8601 format
28.PRIMARY_UNIX_TIMESTAMPPrimary DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Unix Timestamp
29.FAMILY_DATEFamily DateDateTime
A date from the top-most document in the family that is assigned to all documents in the family. This allows the sorting of all documents by date while still maintaining family grouping
30.FILE_NAMEFile NameString

31.FILE_EXTFile-Extension ResolvedStringUppercase - No leading dot
Uppercase - Leading dot
Lowercase - No leading dot
Lowercase - Leading dot
Defaults to Uppercase - No leading dot
32. FILE_EXT_ORIGINALFile-Extension OriginalString
The original file extension as determined from the incoming file
33.FILE_TYPEFile TypeString

34. MAPI_MSG_CLASSMAPI Message ClassStringLowercase
Uppercase
Defaults to Lowercase
35.FILE_PATH
GoldFynch File PathString
The complete GoldFynch file directory and path name
36.FILE_DIRECTORYGoldFynch File DirectoryString
The complete GoldFynch file directory path 
37.FILE_SIZE_BYTESByte Count/ File SizeNumber

38.MD5_HASHFile MD5 HashStringLowercase
Uppercase
Defaults to Lowercase
39.PAGE_COUNTPage CountNumber

40.AUTHORAuthorStrings

41.COMPANYCompanyStrings

42.TITLETitleStrings

43.FROMFromEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
44.TOToEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
45.CCCcEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
46.BCCBCcEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
47.SUBJECTSubjectString

48.SENT_DATEEmail Sent DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to the option chosen when creating the control parameter profile
49.SENT_TIMEEmail Sent Date DateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Time - HH:mm:ss
50.SENT_ISO_DATETIMEEmail Sent DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Date & Time ISO 8601 format
51.SENT_UNIX_TIMESTAMPEmail Sent DateDateTImeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Unix Timestamp
52.RECV_DATEEmail Received DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to the option chosen when creating the new control parameter profile
53.RECV_TIMEEmail Received DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Time - HH:mm:ss
54.RECV_ISO_DATETIMEEmail Received DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to ISO 8601 format
55.RECV_UNIX_TIMESTAMPEmail Received DateDateTimeDate - MM/DD/YYYY
Date - DD/MM/YYYY
Date - YYYY/MM/DD
Date&Time - MM/DD/YYYY
Date&Time - DD/MM/YYYY
Date&Time - YYYY/MM/DD
Date&Time - ISO 8601 format
Time - HH:mm:ss
Unix Timestamp
Defaults to Unix Timestamp
56.EMAIL_MESSAGE_IDEmail Message IDStrings

57.TAGSGoldFynch TagsString

The tag names that have been applied to this item in GoldFynch
58.EMAIL_MESSAGE_REF_IDSEmail Message RefStrings

59. PLACEHOLDERPlaceholder/SlipsheetBooleanTrue/False
T/F
Yes/No
Defaults to True/False
60.REDACTEDHas RedactionsBooleanTrue/False
T/F
Yes/No
Defaults to True/False
61.TRUE_NATIVETrue Native? BooleanTrue/False
T/F
Yes/No
Defaults to True/False
62.NATIVE_PATHNative PathString
This field gives the location of the native files.
The format is as follows - Natives/0001/file1
63.TEXT_PATHText PathString
This field gives the location of the text file associated with a tiff(image) file.
The format is as follows - TEXT/0001/file1.txt