Exporting a production set load file via Import/Export

You can use Import/Export to export a production set load file out of RelativityOne.

To export a production load file:

Use tabs, search, or the quick nav bar to navigate to the Import/Export Job page.
On the Import/Export Job page, click the New Import/Export Job button to start a new job.

On the Choose workflow dialog, click the Export button, then click Production Set.

Note: Workflows that are not available at this time will be grayed out.

On the Export Setting dialog, complete the following fields, then click Continue:

Data Source:

Job Name—provide a descriptive job name so that you can quickly identify and track that job on the Import/Export Job page. The Job name field accepts up to 50 characters.

Production—choose the desired production set to export.

Location and Files:

Export Location Type—select one of these options:

Download to Local Disk—when you choose this option, Import/Export will export the selected production set data to the Staging area and compress it to a single zip file. Once the export job completes, you will be able to download the zip file with your web browser directly to a local disk by clicking the Download button.

Export to Staging Area—when you choose this option, Import/Export will export data to a dedicated folder in the Staging area. Production data will not be compressed.

Note: When you export data from RelativityOne with Import/Export, the exported files are stored in the Staging area location indicated in the Exporting modal. After downloading data to your local computer, you may want to consider manually deleting exported files from the Staging area location to avoid additional storage costs.

On the Load File Settings dialog, choose the data file format and data file encoding, then click Continue.

Data File Format—select one of the formats below for the load file you are exporting:

.dat (Concordance)—load file exports with the standard Concordance delimiters.

.csv (Comma separated)—load file exports with comma separated delimiters

.html (HTML)—load file is in HTML format and contains hyperlinks to launch any exported files.

.txt (Custom)—load file exports with the custom delimiters that you select in the Load File Characters section that displays.

Data File Encoding—select the encoding type for the document-level load file from the drop-down.

Export Multiple Choice Fields as Needed—select this option to maintain the hierarchy of RelativityOne multiple-choice lists, when applicable. The nested value delimiter, a backslash, separates child choices.

On the Select Fields dialog, choose the Workspace Fields that you want to export by moving them to the Selected Fields box, then click Continue. The Workspace Fields box displays all available fields, but only the fields in the Selected Fields box will be exported.

Note: The Production::Begin Bates and Production::End Bates fields automatically populate in the Selected Fields column.

You can do the following to move fields:

Highlight a field and click one of the directional arrow buttons in the center to move it between boxes

Double-click on a field to move it left and right between boxes

Use CTRL+ left mouse click to select multiple fields, then choose the desired directional arrow to move between boxes

In Selected Fields column, drag fields up and down to set the load file column order

In order to include native files and/or images in the exported data, select the corresponding options on the File Settings dialog, then click Continue.

Natives:

Export Native Files toggle—select this option to export native files.

Images:

Export Images toggle—select this option to include images in the export. If this option is toggled on, then you must set the Data File Format and the File Type for export images.

Data File Format—select one of the formats for image-level load file: Opticon, IPRO, or IPRO (FullText).

File Type—select one of the file types: Single-page TIFF/JPG, Multi-page TIFF/JPG, or Rendered PDF.

On the File And Folders dialog, choose the desired naming convention and folder structure for the exported files, then click Continue.

Text and Native File Names:

Named after—select one of the following naming conventions for exported files:

Control Number—select this option to name the files after the control number.

Production Begin Bates—select this option to name the files after the production number.

Append original filename—select this option to append the original file name, which is defined as the file name as it was on disk, to the end of the exported file name.

Folder Structure:

File Type—select this option to group files by their type and place them in separate folders based on type (such as in Natives, Images, Text, and PDFs folders).

Workspace Structure—select this option to preserve the workspace folder structure. This option may reduce the time of preparing production data since the files will not need to be manually realigned later to replicate the folder structure in the workspace.

On the Text File Settings dialog, you can select to export text field as files and then choose the text file encoding as follows.

Export Text Field as Files—determines the export method of the extracted text or OCR. Select this option if you want to export files as individual document-level text files, with one file per document. Deselect it to include text as part of your load file.

Text File Encoding—if Export Text Field as Files is toggled on, then select the encoding format for the document-level text files.

[Optional] Text Fields Precedence—select and assign an order to long text fields that Relativity checks for text when performing an export. You must select one or more long text fields to use this functionality. Use the Add Fields drop-down to choose the field, then click Add. To order the precedence of the fields, click the field box and drag it up or down to the proper ordering position. You can also delete a field from the listing by clicking the trash can icon.

Click the Export button to start the production set export.

On the Exporting dialog, you can track the progress of your export job. When the export job is completed, you can check the job summary that provides the following information: records exported successfully, errors found, and path to your exported files. If desired, click the Download button to download the exported data to your computer. The exported data is zipped. Otherwise, click the Close button to close the dialog.

You can review the Import/Export Job page to see more information about the job. Refer to Import/Export Job tracking and history for details.