Understand Export and Production

ADD ReviewExport and Production Processes

ADDAutomated Digital Discovery Review provides a variety of options for exporting and producing data and/or files from your cases. In ADD Review, the following data and files can be exported or produced:

• Field/case data (load files)

• Image files (with or without redactions)

• Text files

• Native files

 

This page contains the following content:

• Working in ADD Review

• Before You Begin

• Export Process Overview

Working in ADD Review

About Export Sets

ADD Review (web environment) provides a single, straightforward way for you to create an export data set from selected case documents. Optionally, this data set can be configured for production.

An export set is a group of documents and/or case data typically intended to be imported into another application (for example, printed for deposition preparation), while a production set is a group of documents to be provided to opposing counsel.

From a configuration standpoint, the only difference between an export and production set is production numbering, which identifies produced documents as such, writes them back to the database, and allows them to be included in the case (on the Production tab of the DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. Details pane).

Note: In this section, the term “export” is often used to refer to either export or production sets. Details specific to productions are clearly identified.

A variety of options exists for export sets, including file type, numbering, and endorsement choices. Output options are based on the files defined in your database (that is, if you do not have native files in your case, none can be exported).

For production sets, detailed summary and history records are maintained for administrative purposes.

Note: , ADD WorkerAn eCapture module. The Worker (also called the Client) runs from individual workstations and processes tasks.(s) are required for running export/production jobs. ADD Workers allow distributed processing of these jobs. If you have any export/production problems or questions, contact your ADD administrator or contact Ipro Tech Support.

About Production Shield

Production Shield allows administrators to add another layer of protection for documents that should not be exported (or produced). When using Production Shield, such documents are identified during the validation phase of the export process, giving administrators the opportunity to correct conflicts and ensure only appropriate documents are produced.

Setting the Production Shield for a search (located under Public Folder in the Search panel) allows you to define rules for identifying documents based on any of the following criteria:

• Fields within the case

• Review Pass/Batch

  • AssignedIn eCapture, a status in the Status column on the Worker Status Information tab that indicates the Worker has been assigned a task and hasn't picked it up, or, more commonly, all threads are busy. To

  • IDIn the eCapture Controller, a number assigned (through the SQL database) to every Project, Discovery Job, or Processing Job.

  • Review Status

  • Set

• Doc Tags

• Redaction Categories

• Review Status

Right click the search and choose Set Production Shield from the context menu. Note: To remove the production shield for a search, right click the search and choose Remove Production Shield from the context menu.

Before You Begin

License Requirements

If you want to export more than one set of documents at a time (create and run multiple or concurrent export jobs), your license must be appropriate. If you have any questions about multiple exports, contact Ipro Support.

Basic Preparation

Prepare for export with the following actions:

• Export environment: Ensure the export environment is defined in ADD or Eclipse prior to creating an export set.

• Document identification:

  • Identify which documents are to be exported, then create and save the search in ADD that will represent these documents.

  • In addition, determine what types of files should be exported. Eclipse offers several options, which you can learn about by completing Export Process Overview below.

• Review completion: For production jobs, the document review process is normally completed before you perform the production. Documents should be tagged, redacted, and annotated so that you will be able to create appropriate production set(s) as required by the requesting organization (such as an internal department, opposing counsel, or a government agency).

Export Process Overview

As with other ADD Review Case Administration activities, planning for export jobs will allow you to export needed document sets as efficiently and accurately as possible. It may be useful to “walk through” the steps involved to familiarize yourself with the options available. To do so:

1. Start ADD and log in as an ADD administrator.

2. Choose ADD Review from the ADD main menu.

3. Select the case card for which the export (or production) job is to be run.

4. Click to open the ADD Review Case Administration page.