Importing productions in Relativity with natives

When working with productions in Relativity, system admins may need to make documents available as images and natives to expert witnesses. To do this, system admins will import the production back into Relativity as images (along with the natives) when natives are available. This creates duplicate files, which use more storage space.

Overview

This recipe shows you how to set up your workspaces to support the import of productions with natives when natives are available. This approach conserves disk space by storing only one copy of the images and the natives.

Requirements

  • Workspace access
    • Documents: Add, Edit, Delete
    • Images: Add, Delete
    Relativity Desktop Client

Directions

  1. When setting up and importing into the workspace, be sure that the files are available in a shared repository accessible from your Relativity environment, and import the data using the links to the repository.

    File repository preferences

  2. Create a saved search for the production set.
  3. Export the saved search. Make sure to:
    • Include all fields necessary for your project.
    • Clear the Copy Files from Repository box when exporting from the RDC.

      Copy files from Repository check box

  4. Export your production set. Make sure to:
    • Include all fields necessary for your project.
    • Clear the Copy Files from Repository checkbox.
  5. Create a new folder in your workspace. Secure the folder so only your expert witness group can access it.
  6. Import the production set you used in step 4 into the new Productions folder. Be sure to select the following File Repository Preferences setting:

    Importing a production set

  7. Overlay the natives using the load file and the export from the saved search in step 3. Be sure to select the following File Repository Preferences setting:

    File repository preferences

Note: You must perform the imports (Steps 6 and 7) on a machine that has access to the repository to avoid import errors. The import of the natives (step 7) executes successfully only when natives have been imported into the workspace (step 1) using the files that already reside in a valid location that Relativity can access.

References

Importing through the Relativity Desktop Client - RelativityOne