Native Export or Productions
Indexed I/O easily lets users export or produce items in Native, Image, or a Native/Image combination. This article will step you through the complete export process for a 'Native' export.
Before any export, we do recommend that you search and/or filter down to your export set prior utilizing the main Indexed I/O system. Once you have your selected set (example, all items that are tagged 'Responsive' and NOT tagged 'Privilege') then bulk tag these items from the list view tag box. You can tag them anything that is descriptive to you for this set (example 'Export-001' or 'VOL001'). This tag will be utilized in the export process to select the desired items.
Note: You can utilize tag filtering during the export process, but we do recommend grouping and tagging your selection prior to starting the export wizard.
Navigate to the exports screen by clicking on the 'Exports' tab in the main project navigation view.
Create a new export by clicking on the 'Add Export' button.
Note: You can always reference and/or download prior exports from this view.
When the Export Wizard window is initiated, enter your export name into the 'Export Name' entry box and select 'Native' as the export type. Click the 'Next' button to proceed to the next wizard screen.
Note: Indexed I/O defaults to "Native" format. If you need to export in Image format, please refer to the Image Export article.
Select the Collection(s) that you want to include in the export. You can manually check each collection or select all collections from the drop down menu as show below. Click the 'Next' button to proceed to the next wizard screen.
Note: You will be able to further filter to your selected items in the next screen. If you have tagged your export data set as recommended, then you can select 'All Collection's as you will be able to only select items that have your export value tag.
In the 'Tag Selection' screen you can now select your prior created export tag set (enter tag value into the 'AND' entry box, or enter your tag filter logic in the 'AND', 'OR', and/or 'NOT' entry boxes to narrow down to your specific desired export set. Click the 'Next' button to proceed to the next wizard screen.
Note: The 'Tag Selection' input boxes function and behave the exact same as the main application Tag Filter with "AND", "OR", and "NOT" filtering options.
In the example above, the filter logic would include all items that ARE tagged with 'Export-001' (AND) and EXCLUDE all items tagged 'Duplicate' (NOT).
Select your metadata load file format(s). You can select more than one load file format if needed. You can also customize a load file format to match your export requirements.
Indexed I/O provides four default load files:
- IIO CSV
The 'IIO CSV' format contains all available export fields and is a quick way to get all associated metadata. This load file is formatted with CSV delimiters.
The 'Relativity' format is modeled after the recommended requirements published by Kcura.
The 'SEC' format is modeled after the recommended requirements published by the SEC.
- Basic Production
The 'Basic Production' format contains general bates and metadata fields. It is intended to reflect the 'basic' fields most often utilized in a production.
NOTE: Please review your production load file prior to providing to third party or opposing side(s) to ensure you are delivering the correct data and not inadvertently providing information that may be privilege or confidential. If you have any questions about load files please contact email@example.com.
You can customize your load file by clicking the "create your own custom format" link at the top of the window. This will open the load file customization window.
Give your new custom load file format a name in the 'Format Name' box. Once saved it will display listed with the other available load file options.
- You can utilize other load files as a template for your new load file. This may be easier and quicker to edit than building your load file from scratch.
- Delimiters can be configured and set per your specifications.
- Date and Time formats can be edited. We do default to the most popular Date/Time formats, which most if not all platforms will accept.
- Determine if you want or don't want a field 'header' row in your file. (Default is to include a header row.)
- Toggle available fields 'On' (include), or 'OFF' (do not include)
- You can rename the field to match your specifications in the left edit box.
- Fields can be rearranged by dragging them up or down via the three bars on the left of the field reference.
- Once configured, click 'Save' at the lower bottom corner.
- Your customized load file will now be displayed and available from the load file pick list window.
All 'customized' load files will appear with an 'edit' link to the right of the name. You can always modify the file by clicking 'edit' and reconfiguring.
Once you have your selected load file(s) click the 'Next' button to proceed to the next wizard screen.
The final step in the 'Native' export process is to configure the file naming output.
- Enter a 'Filename Prefix' (This field is required.)
- Enter 'Filename Delimiter' (This is the separator between your prefix and number values and defaults to a dash. If no separator is required, simply delete the dash in the entry box.)
- Enter 'Start Value' (The numeric, incrementing value. With Native exports, numbering is on a document level)
- Enter 'Zero Padding Length' (This will fill in zeros and pad the numeric portion of the 'Start Value')
- Set 'Files Per Directory' (The default is 1000 files but can be configured to match your requirements.)
There are two options on this last screen "Output original native paths" and "Output PDFs". These are advanced features that are available but for most Native exports, do not apply.
- "Output original native paths" will export all native files into their original native path/filename format. The native files will not be renamed to match the prefix nor start value as outlined above. This feature may be useful if you simply want to process electronic data, remove items (like Duplicates, Viruses, Exceptions, etc...) and export out to their original filename and path structure. Please contact firstname.lastname@example.org if you have questions about this feature.
- "Output PDFs" will also include (in addition to your native files) the PDF file we created during processing and visible in the document viewer in the main application. These PDF files are NOT endorsed but will be named the same as their associated native exported item.
Again, these two options are for advanced exports and most likely will not apply to your standard native export.
Once you have configured the last screen click the 'Start Export' button to start the export process.
Indexed I/O will now export your selected items and configure the export as defined by you via the export wizard. Once complete Indexed I/O will 'zip' the export to allow easier and more efficient downloading.
NOTE: We strongly encourage you to review your export prior to delivering it to a third party or opposing counsel.
When the export completes you will receive an email letting you know that it can now be downloaded from the Indexed I/O system. You will see your export listed on the Exports tab with a status of 'Complete. Click the green 'download button' to the right of your listed export. Alternatively, you can connect to the 'IIO Drive' (SFTP account created when the project was created) and download the export from the 'Exports' folder. We do create partitions of your export (we split the whole export into smaller chunks). You can download each 'chunk', each containing it's own associated load files, or the complete export. the complete export will be the last and larges zip listed and will reflect the export name as well as our internal export id.
If you have any questions about accessing or downloading your export, please contact email@example.com.