Maintaining previous Bates numbers between production sets

In some cases, you may need to produce documents with a second Bates number—while maintaining their original Bates numbering—on the production image.

Recipe overview

This recipe shows you how to build production images that maintain their original Bates numbering.

Requirements

  • Workspace access
    • Saved searches
    • Production sets
  • Relativity Desktop Client
  • Relativity 7 or above

Directions

There are two options for creating a new set of production images that retain the Bates numbering from a previous production. Both options generate the same results.

Option 1

Load the documents to re-produced back into Relativity as new documents.

  1. Create a saved search of the documents to produce again.
  2. Export the documents’ images from the saved search.

    Ensure you select the production version of the images in the Production Precedence section of the Relativity Desktop Client.

  3. Import the documents back into your original workspace as new documents. Use the Bates number as the control number.
  4. Create a production set with the documents you just loaded back into Relativity . The images contain the Bates numbers from the original production, and from the new production.

Option 2

Produce the documents in a “staging” workspace.

  1. Export the documents to re-produce from the original workspace.

    Note: Ensure you select the correct production version in the Production Precedence section of the Relativity Desktop Client.

  2. Create a new “staging” workspace. Load the first version of the produced images into the staging workspace.
  3. Create a production set in the staging workspace, and then produce the documents. The images contain the Bates numbers from the original production, and from the new production.
  4. Export the re-produced documents from the staging workspace.

    Note: Ensure you select the new production version in the Production Precedence section of the Relativity Desktop Client.

  5. Create a production set in the original workspace.
  6. Overlay the re-produced documents as a production in the original workspace. This gives you a production set containing the original documents in the original workspace—which contains images with both sets of Bates numbers.

References