Getting Started Guide - LexisNexis

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GETTING STARTED GUIDE I LAW PREDISCOVERY As mentioned, certain formats will have additional configuration settings specific to that application. Use the following steps to determine if an application has additional settings. 1. Single-click the application title in the Selected Formats list. 2. If the application has additional settings available, the Configure button (located in between the Available Formats list and Selected Formats list) will be enabled. If applicable, click the Configure button. 3. View and edit (if needed) the necessary settings, then click OK to return to the Formats tab of the Export Utility. Fields Tab Use the Fields tab in the Export Utility to select the index fields to be included in the load files and to select the Image Tag, or document identifier that will be used to link the index field data to the correct image or native document. The sections below provide a brief description of each area in the Fields tab. Selected Format This pull-down list contains up to five items, depending on the formats selected in the Formats/Documents tab: Default, Summation, Concordance, Concordance Direct (DCB) and Ringtail CaseBook. In the example, only Concordance is selected and therefore, Default and Concordance will show in the pull-down list. When Default is chosen, any fields that are selected will be included in all of the selected formats’ load files. In some situations, you may need to include certain fields in a Summation load file and different fields in a Concordance load file, for example, but want to perform both exports at one time. LAW PreDiscovery provides the ability to customize the field selection and field names for each of the four aforementioned formats, while still maintaining a default field assignment for other selected formats. This will prevent the need to perform multiple exports when simply changing index field information for one or more of the formats. To use this feature, ensure that one of the previously mentioned formats, such as Concordance, is selected on the Formats/Documents tab, and then choose Concordance from the Selected Format pull-down list on the Fields tab. Then, select the option explained in the next section. CHAPTER 8 62
GETTING STARTED GUIDE I LAW PREDISCOVERY “Use format specific fields over default selections” Option After choosing Concordance (for example) in the Selected Format pull-down list, place a check beside the “Use format specific fields over default selections” option. This will enable the Available and Selected Fields selection, as well as the image tag option, and allow users to make the Concordance specific field selections. This option is not mandatory for Summation, Concordance and Ringtail exports; this is necessary only if you need to use different fields/field aliases for one or all of these formats. Available Fields This area of the Fields tab displays a list of user-defined and system fields available for export. To include a field in the export, highlight an index field from the list, then click Select or simply double-click the field name. The field will then be moved to the Selected Fields section. Selected Fields This area will contain any fields that were chosen from the list of Available fields. It is divided into two sections: n Field Name displays the name of the index field, as assigned in the LAW PreDiscovery case. n Export As allows users to rename the field upon export. This does not rename the field in the LAW PreDiscovery case itself, just in the load file. This is useful for applications that require fields to be named a certain way. Image Tag The Image Tag field, or document identifier, is used to link images or native documents to the matching index field data. The BegDoc# and DocID fields are commonly used for this purpose, but you can use any other userdefined field, provided it contains a unique value and is not blank for any record. The DocID field will be used for this example. Options Tab The Options tab contains settings for the output path (for images, native, text and load files), folder and file naming schemes, export logging, and various other output settings, such as file format. Following are brief descriptions of each export option. CHAPTER 8 63
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