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© kCura LLC. All rights reserved.
Atlanta User Group
Relativity Production Workflows
© kCura LLC. All rights reserved.
• Steps To Production
– Identify Documents Eligible for Production
– Break out Documents into Data Sources
– Create the Production Set
– Create a Recurring Production Workflow
• Workflow Considerations
• Production QC Searches
• Final Volume QC
• Common Errors
• Your Workflow Questions and Ideas
• But first…
Agenda
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What’s your Production horror story?
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1. Identify Documents Eligible for Production
a. Responsive Documents + Family
b. Privileged Documents + Family
c. OK to Producea. Responsive Docs – Privileged Docs = OK to Produce
Steps to Production
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Steps to Production
© kCura LLC. All rights reserved.
Steps to Production
© kCura LLC. All rights reserved.
Steps to Production
© kCura LLC. All rights reserved.
2. Break Out Documents into Data Sources
a. OK to Produce (Images Only)
b. OK to Produce (Images and Natives)
c. Additional data sources possible
Steps to Production
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Steps to Production
© kCura LLC. All rights reserved.
Steps to Production
© kCura LLC. All rights reserved.
3. Create the Production Set
a. Create a new Production Set
b. Add Data Sources
c. Stage Production
Steps to Production
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Steps to Production
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4. Create a Recurring Workflow
a. Exclude previously produced documents
a.Production::Begin Bates is not set
b. Create a “Control Valve” field
a.“Ready to Produce” as a Yes/No field
Steps to Production
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What to think about before creating your production workflow:
• What are the production set parameters?
– Are there multiple responsiveness or privilege fields?
– Are there multiple markup sets?
• How are inconsistencies treated?
• Is there a specific production order?
• Consider setting up a consistent production set QC system
– Use production set tag
– Update production set QC searches for new tag or use temporary tag
Production Workflow Considerations
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In Production Set and:
• Not responsive
• Privileged
• Redacted, not tagged redact (make sure to search on proper markup set)
• Tagged redact, not redacted (make sure to search on proper markup set)
• Previously produced
• Privilege screen terms, not marked privileged
• Imaged and to be produced natively
• To be imaged, not imaged
• Corrupt/unprocessable in production set
• Inconsistent families (related to production, not in production)
• Duplicate/email thread/near duplicate of privilege document
• Not reviewed/question/not sure for responsiveness or privilege
• Outside of relevant date range
Production Set QC Searches
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After Production
• Review load files
– Correct number of rows in DAT file
– Correct fields in DAT file
– Native and text paths are correct
– Correct number of documents in
image files (count ,Y, or ,D)
– Number of images in image load files
– Number of natively produced
documents
• Review images
– Proper first bates number
– Proper confidentiality endorsement
– Redactions burned
– Any other special endorsements
– Correct number of images from
image load files
– Image type (B&W, color) are proper
Final Production Volume Quality Control
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After Production
• Review text
– Text of first document matches image
of first document
– OCR text for redacted documents
– Empty text files only for documents
with no text in database
• Review native files
– Correct number of native files
– Proper extensions/document types
produced natively
Final Production Volume Quality Control
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What to watch out for?
• Production Format
– Format conforms with production
specifications/ESI order
– Proper image type (PDF/B&W/color)
produced
• Text
– OCR text produced
– A text file is produced for every
document
– Blank text documents are intentional
• Changes to Production Set
– Additions to production set
– Changes to tagging
– Placeholders
• Treatment of Exception Files
– Produced natively with a placeholder
– Placeholder only
– Exception log
• Production Order
Common Errors in Productions
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What are your workflow ideas?
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One More Thing…
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• New iPad app separate from Relativity
Binders
• Mobile-friendly design for saved
searches, views, document lists, and
coding layouts as they exist in Relativity
• All coding on mobile is synchronized to
and viewable in Relativity
Mobile Beta Program
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• Experience the new app before it
becomes publicly available.
• Explore new features added every
month.
• Guide the development of the product –
a direct-line to Product Management.
• Email [email protected] to
participate.
Join the Beta!
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• Administer Relativity from your
smartphone
• Case strategy and construction
• Reporting dashboards
• Support for additional devices and
operating systems
In the Future
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Upcoming Events
© 2015 kCura. All rights reserved.
• Trainings:
– Admin: Mon. and Tues., July 18-19 - Chicago
– Analytics: Wednesday, July 20 - Chicago
– Processing: Monday, July 25 - Chicago
• Exams:
– RCA: Wednesday, Aug. 10 – Chicago
– Analytics: Tuesday, Aug. 9 – Chicago
– Review Specialist: Tuesday, Aug. 9 - Chicago
– Assisted Review: Tuesday, Aug. 9 - Chicago
Upcoming Events
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