Exporting Productions

EXPORTING PRODUCTIONS:

Step 1:

WIND will need the IP address of the machine that will be exporting productions. Please send this to us when you get the chance. You can find that information here:
https://www.whatismyip.com/

Step 2:

Please download the RDC tool here to be able to export productions:
https://windlegal.sharefile.com/d-se154312e1c34fee8

Step 3:

Once you have downloaded and installed the tool, you will be prompted to add a URL. Please add this URL:
https://relativity4.e-stet.com/RelativityWebAPI/


 

 

 

 

 

 

 

Here are the instructions to export productions in PDF format

 Step 1:

Open RDC---Login as below and Select Workspace

 

Step 2:

Once you have selected the workspace, next go to Tools---Export

 

Step 3:

Select Production set: A New pop up window will display as follows:

a.              On the Data Source Tab, you will select the production set you want to export from the drop down menu as shown in the screenshot above.

b.              Next you can choose to include in your DAT file (if providing a DAT) the relevant meta-data fields from the left column and move over to the right column called ‘Selected Columns. You can also move the fields up or down based on how you want the order of fields to display in the DAT file.

c.                Select the Destination Files tab

d.                Select "Begin production number" from the drop-down under Text and Native File Names

e.                Next Check the ‘Export Images’ checkbox and Select Data File Format as ‘Opticon’ and File Type: ‘PDF’ (Here you can also choose to export the images as Group IV single Page TIFF images)

f.                 Next Check the ‘Export Native Files’ checkbox if documents were produced natively.

g.                Under the Metadata section: Select Concordance (.dat) for the Data File Format and for Data File Encoding choose ‘Unicode (UTF8)’

h.                If you choose to export TIFF images and Text files (and not bates stamped PDF files) for the production, you will need to select the checkbox: ‘Export Text Field as Files’. This option will export all the text associated with a document in a text file named with the bates value. Under Text File Encoding Select ‘Unicode (UTF8)’ and Under Text Precedence select the ellipsis and choose the Extracted Text field.

i.                 Select an Export Location by clicking the ellipsis and choosing the location you wish to export the production to.  After you enter the information in Data Source and Destination Fields, you need to go to ‘File’ tab and hit ‘Run’. Please refer to the image below:



 

j.               After export is complete, the PDFs /TIFFs will be located in the Images folder; Natives (if any) in the Natives folder and Text files in the Text Folder.


 

Building a Layout in Relativity

BUILDING A LAYOUT

A layout is a web based coding form which gives the users the ability to code decisions on a document. Using Layouts you can view and edit document meta-data.

How to Build a Layout:

First you must develop an outline and determine the coding fields to create, define the categories to include in the layout and the scenario for the coding phase.

Let’s take an example for the First Pass Review.

1.     Create the Relevant fields such as Responsiveness, Issue Designation, Confidentiality, etc. (Refer the tutorial on Creating Fields and Choices)

2.     Define the Categories to include in the Coding Layout:

a.     Document Information: Control Number, Custodian, Filename [This should be a READ ONLY category]

b.     Coding Tags: Responsiveness, Issues

c.     Comments/QC: Comments text field

3.     Before you can begin to create the layout, here is a quick snapshot of how a standard layout looks. Go to the Documents tab and click on a document. On the right panel is the Coding Layout (See Screenshot)

4.     From the drop down you can select the available layouts. The Layout you create will also be available in the drop down above.

5.     Lets Build the layout: Navigate to the Administration Tab---Layouts. Click on the New Layout at the top left:

6.     You will now see a new layout page: The orange bar indicates which fields are mandatory to complete in order to build the layout. Complete the form as follows:

Object Type: Since you are working with documents during the review, the object type should be Document.

Name: Give it a name as preferred

Order: Determines where the layout will display in the layout dropdown when you click on a document and choose the layout in the core reviewer interface. The smaller the number the higher is the position in the drop down.

Enable Copy from Previous: Should be YES if you wish to use the copy from previous feature when coding. This feature has to be YES on the Layout level and the field level for it to work.

7.     Next Hit Save. You will now see a Build Layout Console to the right.

8.     Click the Build Layout tab on the console to your right:

9.     By default, a new layout will always have a Default Category defines with Control Number field already added to that category. You can rename the default category and add fields as follows:

Click on the category name and on your right you will see the Layout Options Display. You can rename the Category and add contextual help if needed.

To add a field to your category, search in the Fields Search Bar and Drag the field from the list and Drop it on the left panel under the Control Number Field: See Screenshot:

10.  To make the field in this Category as READ ONLY, we need to hover the mouse over the field. IN the above Screenshot say over Custodian and you will see an icon which when selected will turn blue indicating your selections. The icon ‘X’ next to read only can be used to delete the field from the category.

11.  Next Create a new category called ‘Coding Tags’ as defined in your outline above. Click on the Add Category on the right Layout Options:

 

12.  Notice each time you click ‘Add Category’ on your left a new ‘Default Category’ is created beneath your existing category. You can rename this as Coding Tags.

13.  This is the coding decisions category where you will add the Responsiveness, Issues Designation, and Confidentiality and so on. Repeat the same steps as above to add fields to the new Category – ‘Coding Tags’

a.     In the Search bar look for Responsiveness and drag and drop in the Coding Tags category.

b.     Once the fields are added, you can configure additional properties on each field from the Layout Options on the right.

                                               i.     You can choose the display type: Check Box List, Radio Button, text (depending on the field type chosen on creation of the field)

                                             ii.     After you have chosen the display type, you will see an option for Repeat Columns which determines the format structure of the Choices (Responsive, Not Responsive, and Further Review). If you choose 1 it implies a single vertical column of display. If you choose 3, it will display the choices in a single horizontal row in three columns.

                                            iii.     Allow Copy From Previous: This is where you enable the copy from previous on a field level. Select Yes, if you want to enable the copying previous decision on the next document.

14.  You can also re-arrange the Category order after you have created them. Drag and move any category above or below as you desire.

15.  Next you can create the next category for Additional Comments or QC.

16.  After you are done adding the categories and fields, hit Save and Close at the top center.

17.  You can now navigate to the Documents tab and click on a document. Select the coding layout you just created and hit Edit, to begin coding documents.