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AccessData Legal and Contact Information
Document date: May 7, 2012

Legal Information
©2012 AccessData Group, LLC All rights reserved. No part of this publication may be reproduced, photocopied,
stored on a retrieval system, or transmitted without the express written consent of the publisher.
AccessData Group, LLC makes no representations or warranties with respect to the contents or use of this
documentation, and specifically disclaims any express or implied warranties of merchantability or fitness for any
particular purpose. Further, AccessData Group, LLC reserves the right to revise this publication and to make
changes to its content, at any time, without obligation to notify any person or entity of such revisions or changes.
Further, AccessData Group, LLC makes no representations or warranties with respect to any software, and
specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose.
Further, AccessData Group, LLC reserves the right to make changes to any and all parts of AccessData
software, at any time, without any obligation to notify any person or entity of such changes.
You may not export or re-export this product in violation of any applicable laws or regulations including, without
limitation, U.S. export regulations or the laws of the country in which you reside.

AccessData Group, LLC.
384 South 400 West
Suite 200
Lindon, Utah 84042
U.S.A.
www.accessdata.com

AccessData Trademarks and Copyright Information
AccessData®
AD

is a registered trademark of AccessData Group, LLC.

Summation is a registered trademark of AccessData Group, LLC

A trademark symbol (®, ™, etc.) denotes an AccessData Group, LLC. trademark. With few exceptions, and
unless otherwise notated, all third-party product names are spelled and capitalized the same way the owner
spells and capitalizes its product name. Third-party trademarks and copyrights are the property of the trademark
and copyright holders. AccessData claims no responsibility for the function or performance of third-party
products.

Documentation Conventions
In AccessData documentation, a number of text variations are used to indicate meanings or actions. For
example, a greater-than symbol (>) is used to separate actions within a step. Where an entry must be typed in

AccessData Legal and Contact Information

| 3

using the keyboard, the variable data is set apart using [variable_data] format. Steps that require the user to
click on a button or icon are indicated by Bolded text. This Italic font indicates a label or non-interactive item in
the user interface.
A trademark symbol (®, ™, etc.) denotes an AccessData Group, LLC. trademark. Unless otherwise notated, all
third-party product names are spelled and capitalized the same way the owner spells and capitalizes its product
name. Third-party trademarks and copyrights are the property of the trademark and copyright holders.
AccessData claims no responsibility for the function or performance of third-party products.

Registration
The AccessData product registration is done at AccessData after a purchase is made, and before the product is
shipped. The licenses are bound to either a USB security device, or a Virtual CmStick, according to your
purchase.

Subscriptions
AccessData provides a one-year licensing subscription with all new product purchases. The subscription allows
you to access technical support, and to download and install the latest releases for your licensed products during
the active license period.
Following the initial licensing period, a subscription renewal is required annually for continued support and for
updating your products. You can renew your subscriptions through your AccessData Sales Representative.
Use License Manager to view your current registration information, to check for product updates and to
download the latest product versions, where they are available for download. You can also visit our web site,
www.accessdata.com anytime to find the latest releases of our products.
For more information, see Managing Licenses in your product manual or on the AccessData website.

AccessData Contact Information
Your AccessData Sales Representative is your main contact with AccessData Group, LLC. Also, listed below are
the general AccessData telephone number and mailing address, and telephone numbers for contacting
individual departments.

Mailing Address and General Phone Numbers
You can contact AccessData in the following ways:

AD Mailing Address, Hours, and Department Phone Numbers
Corporate Headquarters:

AccessData Group, LLC.
384 South 400 West
Suite 200
Lindon, UT 84042 USA
Voice: 801.377.5410
Fax: 801.377.5426

General Corporate Hours:

Monday through Friday, 8:00 AM – 5:00 PM (MST)
AccessData is closed on US Federal Holidays

AccessData Legal and Contact Information

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AD Mailing Address, Hours, and Department Phone Numbers (Continued)
State and Local
Law Enforcement Sales:

Voice: 800.574.5199, option 1
Fax: 801.765.4370
Email: Sales@AccessData.com

Federal Sales:

Voice: 800.574.5199, option 2
Fax: 801.765.4370
Email: Sales@AccessData.com

Corporate Sales:

Voice: 801.377.5410, option 3
Fax: 801.765.4370
Email: Sales@AccessData.com

Training:

Voice: 801.377.5410, option 6
Fax: 801.765.4370
Email: Training@AccessData.com

Accounting:

Voice: 801.377.5410, option 4

Technical Support
Free technical support is available on all currently licensed AccessData products.
You can contact AccessData Customer and Technical Support in the following ways:

AD Customer & Technical Support Contact Information
Domestic Support Americas/Asia-Pacific
AD SUMMATION

Americas/Asia-Pacific:
800.786.2778 (North America).
415.659.0105.
Email: support@summation.com

Web Site:

http://www.AccessData.com/Support
The Support website allows access to Discussion
Forums, Downloads, Previous Releases, our
Knowledgebase, a way to submit and track your
“trouble tickets”, and in-depth contact information.

Standard Support:

Monday through Friday, 6:00 AM– 6:00 PM (PST),
except corporate holidays.

After Hours Support:

Monday through Friday by calling 415.659.0105.

After Hours Email-only Support:

Between 12am and 4am (PST) Product Support is
available only by email at
afterhours@accessdata.com.

AccessData Legal and Contact Information

| 5

AccessData Legal and Contact Information

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Table of Contents
AccessData Legal and Contact Information . . . . . . . . . . . . . . . . . . . . 3
Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.1 About Production Sets and Exports . . . . . . . . . . . . . . 8
1.2 Export Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
2 Creating Production Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.1 Production Set General Options . . . . . . . . . . . . . . . . 11
2.2 Production Set Files to Include Options . . . . . . . . . . . . . . . . .13
2.2.1 U.S. Volume Document Options . . . . . . . . . . . . . . . . . . .15

2.3 Production Set Image Branding Options .
2.4 Additional Production Set Options . . . . .

. . . . . . . . . . . . . . . .22
. . . . . . . . . . . . . . . .25

2.4.1 Saving Production Set Options as a Template . . . . . . . . .25
2.4.2 Deleting a Production Set . . . . . . . . . . . . . . . . . . . . . . .25
2.4.3 Sharing a Production Set . . . . . . . . . . . . . . . . . . . . . . .25

3 Exporting Production Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
3.1 Exporting Production a Set . . . . . . . . . . . . . . . . . . 26

Table of Contents

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1 Introduction
This document is about creating and exporting production sets for a case. Exporting, in most cases, is performed
by the case manager. You need the correct permissions to create and export production sets.

1.1 About Production Sets and Exports
When you sort through data, organization remains key to preparing a streamlined set of data to include in a
report that is delivered to the attorney for the criminal case, civil case, or corporate authorities for a corporate
security case. To prepare data for the final report, you can create production sets of filtered data that you can
export to various formats.
After applying labels to the evidence set, you can create a production set. A production set is the final output.
When you create production sets, you can only use one label per set.
Note: Production set records cannot be labeled. Creating a production set results in new items being created,
these resulting items, cannot be labeled.
See Export Tab on page 10.
See Exporting Production Sets on page 26.
The following table describes the export formats that you can use for your production sets.

Export Formats
Format

Description

AD1

Creates an AD1 forensic image of the documents included in the Export Set.
AD1 is a forensic file format that integrates with FTK.
An AD1 contains the logical structure of the original files and the original files
themselves. The AD1 file is hashed and verifiable to ensure that no changes
have occurred to it.

Image Load File Export

Converts the native documents to a graphic format such as TIFF, JPG, or PDF.
It creates a load file in the IPRO LFP or the Opticon OPT formats.
This is similar to Load File Export except that it does not contain any metadata.

Native Export

Exports the native documents in their original format and optionally rendered
images into a directory of your choosing. This export does not provide a load file.

Introduction

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Export Formats (Continued)
Format

Description

Load File Export

Exports your choice of Native, Filtered text (includes the OCR text that was
created during processing), rendered images of the native document, and
optionally OCR text of the rendered images.
If the recipient intends to use third-party software to review the export set, select
Load File Export.
You have the option of exporting rendered documents in the following formats:
 Concordance
 EDRM (Electronic Discovery Reference Model) XML
 Generic
 iCONECT
 Introspect
 Relativity
 Ringtail (flat file)
 Summation eDII
 CaseVantage
Some programs have load file size limits. If needed, you can split load files into
multiple files.
If you use the Concordance, Generic or Relativity exports, and include rendered
images, you will also get an LFP and OPT file.

Introduction

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1.2 Export Tab
The Export tab on the Home page can be used to export or delete production sets and view the history.

Export Tab

Export Tab Elements
Element

Description

Production Set
History Search
Field

Enter text to search by production set name.

Production Set List

Lists the production sets and the status of the production sets.

Export Button

Click to export the production set to a load file.

Delete Button

Click to delete the production set.

Introduction

Export Tab

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2 Creating Production Sets
When you create a production set, you include all of the evidence to which you have applied a given label. After
you create the production set, you export the set to an AD1 image file, an image load file, a native export, or a
load file.
Note: Once you've created a production set you cannot add documents to that set even if you use the same
labels. You will need to label the additional documents and then create a new set using the same label.
Case managers with the Create Production Sets permission can create production sets.

To create a production set
1.

Before you create a production set, be sure you have applied at least one label to evidence files that
you want to filter into the export set.

2.

Log in as a user with Create Production Set rights.

3.

Click the Case Review

4.

In the Case Explorer, select the Explore tab, right-click the Production Sets folder, and select Create
Production Set.

5.

See Production Set General Options (page 11) for information on how to fill out the options in the
General Options screen.

6.

Click Next.

7.

See Production Set Files to Include Options (page 13) for information on the option in the Files to
Include screen.

8.

Click Next.

9.

In the Columns to Include, click the right arrow to add a column to the production set and the left arrow
to remove a column from the production set. You can rearrange the order of the columns by clicking the
up and down arrows.

button next to the case in the Case List.

10. Click Next.
11. See U.S. Volume Document Options (page 15) for information on the options in the Volume Document

Options screen.
12. See Production Set Image Branding Options (page 22) for information on the options in the Image

Branding Options screen.
13. In the Summary screen, review the options that you have selected for the production set and click the

Edit (pencil) button if you want to make any changes.
14. Click Save.

After your production set is created, it will appear in the Export tab of the Home page and under the
Production Sets folder in the Case Explorer of the Case Review.

2.1 Production Set General Options
The following table describes the options that are available on the General Options screen of the production set
wizard.

Creating Production Sets

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See Export Tab on page 10.

Production Set General Options Screen

General Export Options
Option

Description

Name

Enter the name of the production set job you are creating.
This does not need to be a unique name, but it is recommended that you make all names
unique to avoid confusion.

Label

Select the label that has the documents you want to include in the production set.

Description

Enter a description for the production set if desired.

Templates

Select a template to populate all the fields of the production set wizard using the options
selected in a previous production set.

Creating Production Sets

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2.2 Production Set Files to Include Options
The following table describes the options that are available on the Files to Include screen of the production set
wizard.
See Export Tab on page 10.

Production Set Files to Include Screen

Files to Include Options
Option

Description

Include Text Files

Select this to include all filtered text files in the production set. This does not
include redacted text. This will not re-extract text from native files.

Include Native Files

Select this option if you want to include the native documents with the production
set. This will only include native files that have not been redacted. If the native file
has been redacted, a pdf of the file will be included.

Output Email in
Archives

Select this option if there are emails that were originally in a PST or an NSF
format and you want to put them into a PST or NSF container.

Output Email as HTML

Select this option if there are emails that were originally in a PST or NSF and you
want to make them HTML files.

Output email as MSG

Select this option if there are emails that you want to make into MSG files.

Include Rendered and
Redacted Images

Select this option to include images that have been created in the Case Review.
Additionally, if an image has not yet been created, this option will convert the
native document to an image format.

Creating Production Sets

Production Set Files to Include Options

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Files to Include Options (Continued)
Option

Description

Excluded Extensions

Enter the file extensions of documents that you do not want to be converted. File
extensions must be typed in exactly as they appear and separated by commas
between multiple entries. This field does not allow the use of wild card characters.
The default values are:
EXE, DLL, and COM

File Format

Select which format you want the native file converted to:
 Multi-page - one TIFF image with multiple pages for each document.
 PDF - one PDF file with multiple pages for each document.
 Single Page - a single TIFF image for each page of each document. For example, a 25 page document would output 25 single-page TIFF images.

Compression





CCITT3 (Bitonal) - Produces a lower quality black and white image.
CCITT4 (Bitonal) - Produces a higher quality black and white image.
LZW (Color) - Produces a color image with LZW compression.
None (Color) - Produces a color image with no compression (This is a very



RLE (Color) - Produces a color image with RLE compression.




large image).

DPI

Set the resolution of the image.
The range is from 96 - 1200 dots per inch (DPI).

Produce color JPGs for
provided extensions

This and the following two options are available if you are rendering to CCITT3 or
CCITT4 format and allows you to specify certain file extensions to render in color
JPGs.
For example, if you wanted everything in black and white format, but wanted all
PowerPoint documents in color, you would choose this option and then type PPT
or PPTX in the To JPG Extensions text box. Additionally, you can choose the
quality of the resulting JPG from 1 - 100 percent (100 percent being the most
clear, but the largest resulting image).

To JPG Extensions

Lets you specify file extensions that you want exported to JPG images.

JPG Quality

Sets the value of JPG quality (1-100). A high value (100) creates high quality
images. However, it also reduces the compression ratio, resulting in large file
sizes. A value of 50 is average quality.

OCR TIFF Images

Creates a page by page OCR text file from the rendered images.
By default, the text file uses a TXT extension.
As a best practice, you would not create both Filtered Text files and OCR text files.
However, if you do both, the Filtered Text files use a TXT extension and the OCR
text files use an OCR.TXT extension.
If you create only OCR text files and not Filtered Text files, the OCR text files use
a TXT extension.

Creating Production Sets

Production Set Files to Include Options

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Files to Include Options (Continued)
Option

Description

OCR Text Encoding






Redactions Markups

ANSI - Encodes text files using ANSI.

ANSI encoding has the advantage of producing a smaller text file than a Unicode file (UTF). ANSI-encoded text files process faster and save space. The
ANSI encoding includes characters for languages other than English, but it is
still limited to the Latin script.
If you are exporting documents that contain languages written in scripts other
than Latin, you need to choose a Unicode encoding form. Unicode encoding
forms contain the character sets for all known languages.
UTF- 16 Encodes load files using UTF-16.
UTF - 8 (Default) Encodes load files using UTF-8.
For more information on the Unicode standard, see the following website
http://www.unicode.org/standard/principles.html

Check the Markup Sets that you want included in the production set. Markups will
be burned into the images that are created.

2.2.1 U.S. Volume Document Options
This section describes the options available in the Volume Document Options screen of the production set
wizard if you have US numbering enabled. US numbering is default. The following table describes the options
available in the following screen.

Creating Production Sets

Production Set Files to Include Options

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Production Set Volume Document Options Screen US Numbering

Volume Document Options Screen
Option Type

Option

Naming Options

Choose a naming option:
DOCID

Volume Partition Sorting

(Volume
Partition
Sorting)
(Volume
Partition
Sorting)

Creating Production Sets

Description

(Default) This file naming allows you to determine what the name of
the files will be, based on the document ID numbering scheme. This
option is used with the Document Numbering Options on this tab.
In Case Review, you can view the DocID that is created for exported
files. This is useful in associating an exported file with the original file.
You can sort the documents before they are converted and named.
This allows you to choose one or more metadata field values to sort
the documents in ascending or descending order.
You can choose any combination of fields by which to sort, however, it
is not recommended to choose more than 3 fields to sort by.
Add volume partition sorting filters based on specified ascending or
descending fields.

Delete the selected sorting option.

Sorting

Specify the order that the files are listed in each volume. Sorting
occurs on the parent document.
For example, you might sort by Ascending on the field FILESIZE. In
such case, the first volume contains the largest file sizes, and the last
volume contains the smallest file sizes.

Field

Set the column heading by which you want to sort.

Production Set Files to Include Options

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Volume Document Options Screen (Continued)
Option Type

Option

Description

Add

Add the sorting options that you have selected. You can add one or
more sorting filters.

Volume Sample

Provide a sample of the volumes.

Volume Options

Select a volume folder structure for the output files. The selections will
determine how much data is put into each folder before a new folder is
created and the folder structure in which the output is placed.
See About the U.S. Volume Structure Options on page 19.
Partition Limit

Set the size of the partition based on the partition type that you have
selected.

Prefix

Specify the prefix-naming convention you want to use for the root
volume of the production set.

Starting
Number

Set the starting number of the first partition in the production set.

Padding

Specify the number of document counter digits that you want. The
range is 1 to 21. 0 padding is not available.

Folder Limit

Create a new numbered volume when the specified folder limit is
reached inside the volume.

Folder

Lets you name and limit the size or the number of items that are
contained in a folder. An export can have one or more folders.
Prefix

Specifies the prefix-naming convention that you want to use for the
folders within the volume of the export.

Suffix

Specifies the suffix-naming convention that you want to use for the
folders within the volume of the export.

Starting
Number

Sets the starting number of the first folder within the volume of the
export.

Padding

Specify the number of document counter digits that you want. The limit
is 21.

File Limit

Creates a new numbered folder when the specified file limit is reached
inside the folder.

Native Folder

Lets you set the name of the Natives folder.

Image Folder

Lets you set the name of the Image folder.
See Files to Include Options on page 13.

Text Folder

Lets you set the name of the Text folder where text files go that are
generated by the OCR engine.
See Files to Include Options on page 13.

Numbering
Options

See About U.S. Document Numbering Options on page 20.

Prefix

Specifies the prefix-naming convention that you want to use for the
document and page numbering within the folders of the export.

Document

Creating Production Sets

Production Set Files to Include Options

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Volume Document Options Screen (Continued)
Option Type

Creating Production Sets

Option

Description

Suffix

Specifies the suffix-naming convention that you want to use for the
document and page numbering within the folders of the export.

Starting
Number

Sets the starting number of the first folder within the volume of the
export.

Padding

Specify the number of document counter digits that you want. The limit
is 21.

Continue from
last used
number

Lets you have sequential numbering across all exports per legal
matter.
Sets Starting Number to the last document number plus 1 from the last
export.
In order to enable this, you must also enable the Use Last Document
Number option in the export default settings.

Production Set Files to Include Options

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2.2.1.1 About the U.S. Volume Structure Options
You can specify the volume folder structure for the output files. The selections will determine how much data is
put into each folder before a new folder is created and the folder structure in which the output is placed.
See U.S. Volume Document Options on page 15.
The output files will be contained within the following hierarchy:
Volume

folder - Contains two levels of subfolders for organizing the files. A new volume will be created
when a specified limit is reached.
You can choose from the following limits.

Limits
Limit

Description

Documents

Output will be placed into a volume until the specified number of documents has
been reached, then a new volume will be created.
For example, if you export 2000 files and you set the partition limit to 1000, you
will have two document volumes.

Images

Output will be placed into a volume until the specified number of images has
been reached, then a new volume will be created.
This option is useful because a single, large document may create one image
per page.

Megabyte

Output will be placed into a volume until the specified megabyte size of all of the
files has been reached, then a new volume will be created.
For example, you can set a partition limit of 4000 MB if you intend to burn the
files to DVD media.

Single

All output will be placed into one volume.

You can also specify a volume folder limit. In order to prevent issues with Microsoft Windows Explorer,
you can specify an additional limit of the number of folders in a volume. This works in addition to the
selected limit type. If the specified volume limit is not reached, but the folder limit is, a new volume will be
created.
File

type folder - The first level subfolders within each volume are separated by the file types of the
exported files. By default, the folders are named by file type, for example, native documents, images, or
text files.

Level

2 folder - The second level folders contain the actual files being exported. You can specify a limit of
the total number of files per folder. This limit, once reached, will create a new folder within the same file
type folder until the volume maximum or number of folders has been reached.

Using the Partition Type, Partition Limit, and Folder limit values together, you can create the volume structure
that meets your needs. The following graphic is an example of a volume structure.

Creating Production Sets

Production Set Files to Include Options

| 19

Note: No document that has been rendered will have its rendered pages divided into more than one folder.

2.2.1.2 About U.S. Document Numbering Options
If you have chosen to use a DocID naming scheme for the output files, you can specify the method for creating
Doc IDs. This section describes the Numbering options found in the Volume Document Options screen of the
Production Set wizard.
See U.S. Volume Document Options on page 15.

Production Set Numbering Options

You will choose from the document numbering options:

Creating Production Sets

Production Set Files to Include Options

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Document

and Page Numbering Uniquely Sequenced
This option generates a sequential number that is applied to the document without regard to the rendered
pages that may or may not be produced. The images will also be numbered sequentially without regard
to the document number.
For example, if you have two documents each that produce two images during conversion, the output
would be:

Example Output
Native Documents

Image Output

ABC00001.doc

ABC00001.tif
ABC00002.tif

ABC00002.doc

ABC00003.tif
ABC00004.tif

You can optionally specify a prefix- and a suffix-naming convention.


Document Numbering Tied to Page Numbering
This option generates a sequential number for every page created. The corresponding document name
will be the same as its first page generated for each document.
For example, if you have two documents each that produce two images during conversion, the output
would be::

Example Output
Native Documents

Image Output

ABC00001.doc

ABC00001.tif
ABC00002.tif

ABC00003.doc

ABC00003.tif
ABC00004.tif

You can optionally specify a prefix- and a suffix-naming convention.
Document

Numbering with Page Counter Suffix
This option generates a sequential number for every document and the pages produced for that
document will carry the document's name with a counter as a suffix that represents which page is
represented by the image.
For example, if you have two documents each that produce two images during conversion, the output
would be:

Example Output
Native Document

Image Output

ABC00001.doc

ABC00001.001.tif
ABC00001.002.tif

ABC00002.doc

ABC00002.001.tif
ABC00002.002.tif

Creating Production Sets

Production Set Files to Include Options

| 21

2.3 Production Set Image Branding Options
You can brand the rendered pages of TIFF and PDF images with a header, footer, watermark, or Bates
numbering from the Production Set wizard.
See Export Tab on page 10.

Image Branding Screen

Image Branding Options
Option Group

Options

Options

Description

Sample

Displays a sample of the image branding options
selected.

Watermark

Set options to brand a watermark to the middle of the
document.
Opacity

Watermark/
Header/Footer
Type

There are multiple types of image branding available.
The options in the Watermark, Header and Footer
groups will differ depending on the Type that you
select.
None

Creating Production Sets

Sets the visibility of the watermark text.

No branding on the image.

Production Set Image Branding Options

| 22

Image Branding Options (Continued)
Option Group

Options

Options

Bates

Turns Bates numbering of rendered image pages on or
off.
Bates numbering is a term used for placing an
identifying number on every page of evidence files that
are presented in court.
If you create a production set of evidence files with the
setting to produce multi-page TIFF images or PDF files,
the TIFF or PDF file name is the Bates number of the
first page of the document, which is known as the
BegDoc (beginning document) number.
Bates numbering is not driven by the document or page
numbering that was assigned in the Volume/Document
Options panel.
Prefix

Specify up to any 25 alphanumeric characters except
the forward slash or backward slash.
You can use a separator to create a visual break
between the different sections of the Bates number.

Starting
Number

Sets the starting number to a value from 1-100.

Padding

Specify the number of document counter digits that you
want. The limit is 42.

Font

Sets the font style for the text.

Font Size

Sets the font size for the text.

Doc ID

Displays the Doc ID in the designated location.
Font

Sets the font style for the text.

Font Size

Sets the font size for the text.

Field

Displays the selected field value in the designated
location.
Field

Select one of the available fields to display in the
designated location.

Font

Sets the font style for the text.

Font Size

Sets the font size for the text.

Global
Endorsement

Displays the entered text in the designated location.
Text

Enter the text that you want to appear in the designated
location.

Font

Sets the font style for the text.

Font Size

Sets the font size for the text.

Page ID

Displays the page ID number in the designated
location.
Font

Creating Production Sets

Description

Sets the font style for the text.

Production Set Image Branding Options

| 23

Image Branding Options (Continued)
Option Group

Creating Production Sets

Options

Options

Description

Font Size

Sets the font size for the text.

Production Set Image Branding Options

| 24

2.4 Additional Production Set Options
2.4.1 Saving Production Set Options as a Template
After configuring the production set options, you can save the settings as a template. The template can be
reused for future production sets with the current case or other cases.
To save options as a template
1.

Access the production set wizard and set the options for the production set.
See Export Tab on page 10.

2.

In the production set wizard, click Save As.

3.

Enter a name for the template.

4.

Click Save.

2.4.2 Deleting a Production Set
Users with production set rights can delete production sets from Case Review.

To delete a production set
1.

Log in as a user with Production Set rights.

2.

Click the Case Review

3.

In the Case Explorer, select the Explore tab, expand the Production Sets folder, right-click the
production set that you want to delete and select Delete.

4.

Click OK.

button next to the case in the Case List.

2.4.3 Sharing a Production Set
Users with production set rights can share production sets that they have created with other groups of users.

To share a production set
1.

Log in as a user with Production Set rights.

2.

Click the Case Review

3.

In the Case Explorer, select the Explore tab, expand the Production Sets folder, right-click the
production set that you want to delete and select Manage Permissions.

4.

Check the groups that you want to have access to the production set that you created and click Save.

Creating Production Sets

button next to the case in the Case List.

Additional Production Set Options

| 25

3 Exporting Production Sets
3.1 Exporting Production a Set
After you create a production set, you can export it containing only the files needed for presentation to a law firm
or corporate security professional.

To export a production set
1.

On the Home Page, select a case and click the

Export tab.

2.

Next to the production set that you want to export, click Export.

Production Set Export Dialog

3.

Enter or browse to the path where you want to save the export.

4.

Enter a name for the Load File.

Exporting Production Sets

| 26

5.

Select a format that you want to use for the export. The following formats are available:
- Generates a DII file specifically formatted for use with the AD Summation
CaseVantage program.

CaseVantage

Concordance
EDRM

- Generates a DAT file that can be used in Concordance.

- Generates an XML file that meets the EDRM v1.2 standard.

Generic

- Generates a standard delimited text file.

iCONECT

- Generates an XML file formatted for use with the iConect program.

Introspect

program.
Relativity
Ringtail

(IDX file) - Generates an IDX file specifically formatted for use with the Introspect

- Generates a DAT file that can be used in Relativity.

(flat file) - Generates a delimited text file that can be converted to be used in Ringtail.

eDII - Generates a DII file specifically formatted for use with the AD Summation iBlaze or
Enterprise programs.

Summation

Note: If you are outputting a Concordance, Relativity, or Generic load file, and include rendered
images, you will also get an OPT and LFP file in the export directory.
6.

Depending on the load file format you choose, you may need to check whether or not to show the row
header for the columns of data. The Show Row Header option is only available for the following load file
formats:
Concordance
Generic
Introspect
Relativity
Ringtail

7.

(Flat File)

Select an option for Load File Encoding. The following options are available:
- Encodes load files using ANSI (for text written in the Latin script).
ANSI encoding has the advantage of producing a smaller load file than a Unicode file (UTF). ANSIencoded load files process faster and save space. The ANSI encoding includes characters for
languages other than English, but it is still limited to the Latin script.
If you are exporting documents that contain languages written in scripts other than Latin, you need to
choose a Unicode encoding form. Unicode encoding forms contain the character sets for all known
languages.

ANSI

- (Default) Encodes load files using UTF-8.
For more information on the Unicode standard, see the following website:
http://www.unicode.org/standard/principles.html
Most commonly used for text written in Chinese, Japanese, and Korean.

UTF-8

- Encodes load files using UTF-16.
Similar to UTF-8 this option is used for text written in Chinese, Japanese, and Korean.

UTF-16

8.

Select a Field Mapping character. This delimiter is the character that is placed between the columns of
data. The default delimiters are recommended by the program to which the load file was intended.
However, you can change these defaults by selecting the drop-down and choosing an alternative.
Field Mapping is available for the following load file formats:
Concordance
Generic
Introspect
Relativity
Ringtail

(Flat File)

Exporting Production Sets

| 27

9.

Select a Text Identifier character. This delimiter is the character that is placed on either side of the
value within each of the columns. All of the text that follows the character and precedes the next
occurrence of the same character is imported as one value.
The default delimiters are recommended by the program to which the load file was intended. However,
you can change these defaults by selecting the drop-down and choosing an alternative. If you do not
wish to use a delimiter, you can choose the (none) option.
Text Identifier is available for the following load file formats:
Concordance
Generic
Introspect
Relativity
Ringtail

(Flat File)

10. Select a Newline character. This is a replacement character for any newline (carriage return/line feed)

character. The default delimiters are recommended by the program to which the load file was intended.
However, you can change these defaults by selecting the drop-down and choosing an alternative. If you
do not wish to use a delimiter, you can choose the (none) option.
Newline is available for the following load file formats:
Concordance
Generic
Introspect
Relativity
Ringtail

(Flat File)

11. Select the Available Fields of metadata to be included in the load file and click the right arrow to add

the field.
12. Some load file applications require that certain fields be in the load file. In such cases, you can click the
Custom plus button to add a custom field entry that is not already listed in the Available Fields list.
13. Click Export.

Exporting Production Sets

| 28



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Modify Date                     : 2012:05:07 08:25:32-06:00
Create Date                     : 2012:05:07 08:19:56Z
Metadata Date                   : 2012:05:07 08:25:32-06:00
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Title                           : untitled
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Document ID                     : uuid:b892664e-625b-4d38-9b19-b80aa49ce63a
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Page Mode                       : UseOutlines
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