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


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


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 -

No.TitleFieldData TypeFormatRemarks
1.DOC_ID
Doc BeginString

2.DOC_BEG_BATESDoc BeginString

3.DOC_END_BATESDoc EndString

4.FAM_BEG_BATESAttach/Family BeginString

5.FAM_END_BATESAttach/Family End String

6.FAMILY_ID
Attach/Family BeginString

7.PARENT_ID
ParentString

8.ATTACH_IDSChildren IDsStringsSemicolon Delimited list/ Comma Delimited list/ Range
Defaults to Semicolon delimited list
9.ATTACH_RANGEChildren IDsStringsSemicolon Delimited list/ Comma Delimited list/ Range
Defaults to Range
10.ATTACH_FILE_COUNTChild/Att File CountNumber

11.FAMILY_FILE_COUNTFamily File CountNumber

12.HASH_DUPLICATE_IDSBates-Dupe-IDsStrings

13.CUSTODIANCustodianStrings

14. SOURCESourceStrings

15.CREATED_DATECreated 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 the option chosen when creating a new control parameter profile
16.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
17.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
18.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
19.LAST_MODIFIED_DATE
Last 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
20.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
21.LAST_MODIFIED_ISO_DATETIME
Last 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
Defaults to Date & Time - ISO 8601 format
22.LAST_MODIFIED_UNIX_TIMESTAMPLast 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
Defaults to Unix Timestamp
23.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
24.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
25.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
26.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
27.FILE_NAMEFile NameString

28.FILE_EXTFile-Extension ResolvedStringUppercase - No leading dot
Uppercase - Leading dot
Lowercase - No leading dot
Lowercase - Leading dot
Defaults to Uppercase - No leading dot
29.FILE_TYPEFile TypeString

30. MAPI_MSG_CLASSMAPI Message ClassStringLowercase
Uppercase
Defaults to Lowercase
31.
FILE_SIZE_BYTESByte Count/ File SizeNumber


32.MD5_HASHFile MD5 HashStringLowercase
Uppercase
Defaults to Lowercase
33.PAGE_COUNTPage CountNumber

34.AUTHORAuthorStrings

35.COMPANYCompanyStrings

36.TITLETitleStrings

37.FROMFromEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
38.TOToEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
39.CCCcEmail-AddressesName & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
40.BCCBCcEmail-Addresses
Name & Address
Name & Address (RFC6532)
Name Only (If Possible)
Address only (If Possible)
Defaults to Name & Address
41.
SUBJECTSubjectString

42.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
43.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
44.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
45.
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
46.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
47.RECV_TIME
Email 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
48.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
49.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
50.EMAIL_MESSAGE_IDEmail Message IDStrings

51.EMAIL_MESSAGE_REF_IDS
Email Message Ref
Strings

52. PLACEHOLDERPlaceholder/SlipsheetBooleanTrue/False
T/F
Yes/No
Defaults to True/False
53.REDACTEDHas RedactionsBooleanTrue/False
T/F
Yes/No
Defaults to True/False
54.TRUE_NATIVETrue Native? BooleanTrue/False
T/F
Yes/No
Defaults to True/False
55.NATIVE_PATH
Native PathString
This field gives the location of the native files.
The format is as follows - Natives/0001/file1
56.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