Atlanta User Group. Relativity Production Workflows. kcura LLC. All rights reserved.

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Isaac Douglas
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1 Atlanta User Group Relativity Production Workflows

2 Agenda 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

3 What s your Production horror story?

4 Steps to Production 1. Identify Documents Eligible for Production a. Responsive Documents + Family b. Privileged Documents + Family c. OK to Produce a. Responsive Docs Privileged Docs = OK to Produce

5 Steps to Production

6 Steps to Production

7 Steps to Production

8 Steps to Production 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

9 Steps to Production

10 Steps to Production

11 Steps to Production 3. Create the Production Set a. Create a new Production Set b. Add Data Sources c. Stage Production

12 Steps to Production

13 Steps to Production 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

14 Production Workflow Considerations 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

15 Production Set QC Searches 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/ thread/near duplicate of privilege document Not reviewed/question/not sure for responsiveness or privilege Outside of relevant date range

16 Final Production Volume Quality Control 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

17 Final Production Volume Quality Control 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

18 Common Errors in Productions 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

19 What are your workflow ideas?

20 One More Thing

21 Mobile Beta Program 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

22 Join the Beta! 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. MobileBeta@kcura.com to participate.

23 In the Future Administer Relativity from your smartphone Case strategy and construction Reporting dashboards Support for additional devices and operating systems

24 Upcoming Events

25 Upcoming Events Trainings: Admin: Mon. and Tues., July 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 2015 kcura. All rights reserved.

Washington DC User Group

Washington DC User Group Analytics Workflows for Smaller Cases and QC Workflows The D.C. Steering Committee Kristin Thompson Williams & Connolly Margaret Havinga - Williams & Connolly Richard Addison -