Redaction of Information
Standing Orders 04-01, 04-02, and 08-02 state in part that parties must refrain from including, or must redact where inclusion is necessary, all Social Security numbers, names of minor children, dates of birth, street addresses, and financial account numbers. E-filers must use extra care to make sure that the PDF documents to be submitted to ECF are fully and completely free of any hidden data which may contain redacted information.
A common error in redacting information is to use the wrong method to redact the electronic file. Below is a partial list of methods NOT to use:
- Changing the font to white does make it look like the words disappear, but they do not! Highlight (click & drag your mouse over) the sentence below to see what can happen with this method (the words are really there):
All word-processing programs (such as Microsoft Word, Corel WordPerfect, WordStar, etc.) retain a lot of hidden code (called "metadata") that can contain revision history and other information. This metadata can reveal anything that was contained in the file at any time, even text that was previously deleted or changed, and even if the file was re-saved. This is a useful tool for tracking revisions, but if this information is not purged from the document, anyone can view this information, even after it has been converted to PDF.
- Mrs. Lincoln said that John Wilkes Booth shot her husband.
Adobe Acrobat (the full version) has some graphic and "commenting" tools which can black-out, cover over or remove sections of text. The edits these tools make can still be removed by anyone to reveal the text underneath.
Ink-marking or using semi-translucent tape or paper to cover areas of a document to be scanned can still sometimes show enough information for someone to see what was assumed hidden. Especially if that same data repeats a number of times across a document.
The court does not profess to be experts on file metadata, and we do not endorse any specific method to "sanitize" a document. There are a number of consulting and software resources which specialize in redaction of data if you need further information, but we do offer some examples of ways to ensure that your documents may be redacted as you intended:
- Redacting a Word-Processing File (short version below):
In a nutshell... (short version)
- The best way to redact your document is to make sure that the source contains no unwanted text or data to begin with. One way is to use a simple-text editor (such as Windows Notepad : Start>Programs>Accessories>Notepad) to create the final redacted version of the document. Notepad cannot save any hidden code, since it only uses simple-text (.txt) format. This format can only save basic text info (ASCII) so if it's in Notepad, "what you see is what you get", and nothing more. Here's how (we will assume for these instructions that you are using Microsoft Word, the same instructions work for WordPerfect, WordStar, etc.):
Replace all instances of "John Wilkes Booth" with "[NAME REDACTED]", "JWB" or whatever you deem fit. Be careful that you do this for all instances and for all variants of the text you need to redact (if you do a find/replace for "John Wilkes Booth", it will not replace "John Booth" or "John Wilkes Booth's" or "J. Wilkes Booth" because those phrases are totally different to the computer!)
Save this as a new "temp-redacted" version, then...
- Copy all the text from Word and paste it into Notepad:
- Select all the text in Word
(type Ctrl-A, or click Edit=>Select All)
- Copy all the text in Word
(type Ctrl-C, or click Edit=>Copy)
- Past all the text into Notepad
Start>Run, type notepad, click OK.
To paste, type Ctrl-V or click Edit=>Paste into Notepad. This will remove all hidden code from the document, but as you will notice, it will also remove most of the formatting (page numbering, tabs, justification, paragraph numbering/bullets, bold/italics/underlining, fonts, etc.). If you now PDF this Notepad document directly from within Notepad, the PDF file will contain only the info you see within Notepad and nothing more, so it is totally safe.
- Save this file in Notepad as the "text-redacted" version. It will now be a text (.txt) file.
- If you must reformat the document (usually you will), then you must re-open the "text-redacted" version back in Word because Notepad can not do any formatting. This is fine to do, but you MUST only do so in a BRAND NEW BLANK FILE! Do not place the text from Notepad back into the same Word file that it originated from. Here's how:
- Save and close the Notepad file.
- In Word, select File>Open, then open the "text-redacted" text (.txt) version.
- You may then reformat the text however you need and save you work as the "final-redacted" version.
Be sure you do not change any text, just the formatting.
- This Word file you can convert to PDF and all it will contain is only the text and formatting you see on your screen. Convert/Save this file as the "PDF-redacted" version and efile it.
- The "text-redacted" and "temp-redacted" versions may now be deleted (and should be).
- Find & Replace all the text to be redacted in your original file and save it as a "temp-redacted" version.
- Copy all the text from the "temp-redacted" version and paste it into Notepad, save this as the "text-redacted" version and close it.
- Open the "text-redacted" version in your word-processing program, make any needed formatting changes, PDF this file and efile it.
- Clean up the temp files - DONE!
- Redacting a Scanned File (tiff, jpeg, gif, etc.): This is a little more tricky since you are modifying an "image" or photo of a file and the data which contains that image may not be fully removed or destroyed using common software tools. Check the support documentation of the software you use to manipulate graphics (such as Photoshop, Paint, etc.) to find if their tools are sufficient to redact a document. You may also want to consider printing-out the document and using method 4 below.
- Redacting a PDF File (scanned or converted): This is the most delicate and difficult to do correctly. Adobe Acrobat (any version) by itself can not redact a document using any of the the built in tools. There are plug-ins (add-on software) for Adobe which can do this, such as Redax. You may also want to consider printing-out the document and using method 4 below.
- Redacting a Paper Document: Before scanning the document:
- Cut-out (literally) all the text to be redacted and properly dispose of (shred) the clippings. This method will always be 100% effective.
- Use opaque (100% impenetrable by light; neither transparent nor translucent) tape or paper to cover over the sections to be redacted. Do not use plain-paper as the scanner may pick up images through the paper. Even some black paper may allow some light reflection - so be careful.