---
title: "Preservation and Collection"
slug: "preservation-and-collection"
updated: 2024-07-31T13:54:54Z
published: 2024-07-31T13:54:54Z
canonical: "docs.revealdata.com/preservation-and-collection"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Preservation and Collection

## Preservation

CCD (Custom Custodian Data) can be locked only if the **Lock/Unlock Status** displays as *Lock Not Initiated* or *Lock Failed*.

When a CCD moves from DSI - QC Completed status to Data Hold, its status is *Lock Not Initiated*.

To lock a CCD:

1. Select the CCD by ticking the checkbox that appears against it to the left of the grid. Multiple CCDs can be selected.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/preservation-image-gwrx1e4e.png)

1. From the **Select action** dropdown located above the grid, select **Lock**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/preservation-image-d24olgre.png)

1. Click the **Run** button to initiate the lock. A confirmation Pop-up window appears.
2. Click on **Yes** to lock the data source. Clicking on **No** will close the Pop-up window without further action. Lock will be initiated for the selected CCD and the **Lock/Unlock Status** changes from *Lock Non-Initiated* to *Lock In Queue* and later to *Lock In Progress*.

After the CCD record is successfully locked:

1. The **Lock/Unlock Status** appears as *Lock Completed*.
2. **QC Status** will appear as *Lock QC Pending*.
3. **Locked Date** will reflect the date lock was placed.
4. **Unlocked Date** will remain empty until the record is moved to Unlock Status.

If the CCD record could not be locked:

1. The **Lock/Unlock Status** appears as *Lock Failed*.
2. **QC Status** will appear as *Lock QC Pending*.
3. **Locked/Unlocked Date** will remain blank.

If the CCD record could not be locked:

The user can re-attempt to lock the CCD records that appear as *Lock Failed* any number of times. In the rare instances that it continues to fail, the only option is to ignore the failed CCD record.

## Collection

When CCD (Custom Custodian Data) records are initiated for Collection, the application, irrespective of whichever data source is selected, uses the Source Path and API credentials provided to collect all the files and copy them to a target folder provided by the client, which is configured in the backend.

To initiate collection:

1. Select the CCD by ticking the checkbox that appears against it to the left of the grid. Multiple CCDs can be selected.
2. From the **Select action** dropdown located above the grid, select **Collect**.
3. Click the **Run** button to initiate the collection. A confirmation Pop-up window appears.

Click on **Yes** to initiate collection for the selected CCD. The **Collection status** changes from *Not Initiated* to *In Queue*, *In Progress* and then to *Completed*. Clicking on **No** closes the Pop-up window without any further action.

After the collection is done for the CCD record,

1. The **Collection Status** appears as *Completed*.
2. **QC Status** appears as *Pending*.
3. **Destination Path** displays the path where the files have been collected.
4. **Collected On** displays the date when collection was completed.
5. **Size** and **Count** of the collected files are displayed in the respective columns.

If the collection could be done only partially for the CCD record,

1. The **Collection Status** appears as *Partially Completed*.
2. **QC Status** appears as *Pending*.
3. **Destination Path** displays the path where the files have been collected.
4. **Collected On** displays the date when collection was completed.
5. **Size** and **Count** of the collected files are displayed in the respective columns.

If the collection could not be done for the CCD record,

1. The **Collection Status** appears as *Failed*.
2. **QC Status** will remain as *Pending*.
3. The **Destination Path,** **collected on, Size,** and **Count** columns will remain blank.

The user can reattempt to collect the *Failed* CCD records any number of times. When collection for a CCD is completed, a **Volume Barcode** is generated which is assigned to the collected data for all future identification. This **Volume Barcode** is displayed in the Data Management - Summary Page and also contained in the **Destination Path** under Collections. The format for Volume Barcode is ***Project Prefix-Custodian ID- Data Source Type Abbreviation-Running Serial Number***, for example, *MW1-001-MST-005*. An email notification/alert is also sent to users who have access to the project when collection is completed via automate or manual mode. All Volume Barcodes that were generated prior to the new Volume Barcode format implementation will display Data Source Type IDs instead of the Data Source Type Abbreviation. Only Volume Barcodes generated after the new implementation will follow the format indicated above.

## About

The About module provides information about the Reveal Hold application. To access the module, select **About** from the Primary navigation bar.

The page displays details about **Vertical Discovery Reveal Hold** such as the latest version number and copyright information.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/collection-image-nnjptla2.png)

## Technical Support

For any technical support further to what is covered in this user guide, please contact Reveal Hold support by email at support@revealdata.com.