To create a production:
- On the DISCO Review home page, in the main menu, click Productions.
- On the Productions page, click Create New.
- On the New Production page, in the Name text box, enter a name for the new production.
- In the Documents section, select the documents to include in the production.
- In the Stamps section, enter the Bates prefix, starting number, and position for the document stamp.
In the Advanced options section you can further customize the production.
Selecting documents to produce
There are three ways to select which documents you would like to produce: by tag, by saved search, or by search history. Producing by tags is the most common way of producing in DISCO Review. Documents with tags excluded from the production will NOT be produced, even if a document also has an included tag (that is, exclusionary tags trump inclusionary ones). When producing by search, DISCO Review forces the user to produce from a saved search or their own search history, which guarantees that they have run the search at least once and had a chance to verify the results.
Bates stamps are used to track specific pages in a document, or an entire electronic file that cannot be imaged to pages (such as a video file). This allows attorneys to refer to Bates-stamped pages when they are presenting information to opposing counsel or in court. DISCO Review’s default Bates stamp methodology is below (though you can modify it):
- Prefix = Name of matter (default)
- Starting Number = 000001 (default)
Additional stamps can be used to notate confidential documents, but can also be used to apply any textual stamp to documents with a certain tag. They appear in the lower left corner of all near-native documents within that production. Any number of additional stamps can be created for a production, and will be stacked vertically.
Downloading your production
To download your production, on the New Production page, click Create. When the production is complete, a folder in a ZIP file named VOL0001 will be created (unless there are multiple volumes, or the starting volume title has been changed). Within this folder, each document produced will have three versions, one within each of the following sub-folders:
- DOCS (PDF images) or IMAGES (TIFF or JPEG images)
- NATIVES (original file type for documents that are rendered as natives)
- OCR (one text file per document)
- Load File
A load file is basically a spreadsheet summarizing the data, with columns notating all exported document fields. The following load file versions are in every production, regardless of production format:
- text (text file, akin to a comma separated values file, .csv)
- xlsx (Human-readable spreadsheet version of dat file - generally not used by other software)
- xml (EDRM “standard” loadfile- almost never used)
- dat (document metadata)
- dii (Summation)
- lfp (IPRO file for reconstructing documents from images)
- opt (Concordance/Relativity file for reconstructing documents from images)
Depending on the size of a production, it may take hours to complete. This is normal. If there is a production error, a ticket is automatically created for DISCO's support team. If the production takes over 10 hours, contact firstname.lastname@example.org. Once complete, DISCO will email the user who requested the production. The status of your productions can be viewed on the Productions page.