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Importing Load Files

To import a load file, you have two options:

  • Drag and drop the load file into ReadySuite’s main window.

OR

  • Click on the “External Data” tab, then in the “Import" Section, choose “Load File” or “Delimited Text”. Choosing the “Delimited Text” option will be equivalent to dragging the load file into ReadySuite’s main window.

Dragging in a Load File

Drag the load file into ReadySuite’s main window, which will bring up a screen that looks like this:

If you are importing multiple load files, and you only want to update the documents that have already been imported, and you do not want to add new documents to the workspace, uncheck the “Yes, add unlinked documents as new records” box.

If you are importing multiple load files, then the “Link Field" box will set which field will be used to link files together.

Next to “Resources”, checking “Yes, verify external resources can be found” will get ReadySuite to check that specified text and native files can be found.

Clicking “Next” will bring up the following screen:

In this step, specify the file format and encoding. You can use the scrollbars to preview the metadata to check for errors in formatting. If there are strange, unrecognizable symbols, then change the “ANSI” dropdown box to another choice, such as “UTF-8”. In another example, if you are importing a concordance file, then change the “Custom” dropdown box to “Concordance”.

After specifying the load file settings, click “Next”.

In this screen, specify what kind of data type each field is. It may be useful to first set all of the fields to text. In the “Data Type” header, right click on it and then select “Set All Text”.

It is necessary that one of the fields be specified as the “Document Link”.

If there is a field that groups documents together, such as “Group Identifier” or “Begin Attach”, then you can change that field’s data type to “Group Link”.

If there is a field that specifies the location of the text or native files, then in the “Data Type” next to that field, change it to “Native Path” or “Text Path”.

Then paste the location of the folder containing the load file into the “Root Path” box:

Here is another example with the “Extracted Text” location filled in:

When all of the data types have been specified, click “Start”. The load file with its metadata, text and native files will be loaded.

Click on the blue “Warnings” link to view any errors while loading the file:

Close out of the Event Log. Then click “Finish”.

The workspace will be updated with any documents without errors. If there were errors during the load, fix any errors present in the load file, and then reimport and go through these steps again if necessary.

External Data -> Import

Click on the “External Data” tab, then in the “Import” section, click on the “Load File” or “Delimited Text” button. In this example, we will be loading a concordance file, so we will choose the “Delimited Text” option.

This window should appear:

For “Import File” you may paste the location of the load file (including file extension), or you may click on the “Browse” button and look for the file manually.

Then, continue by following the steps outlined in the Dragging in Load File chapter.