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Data Loading and Productions​: Live Session

Course 5 of 7 in Intro to e-Discovery in Relativity

This live training session expands on the process of importing data into Relativity, preparing and running productions, and exporting data from Relativity.

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About this live training

This course is designed in two parts:

  • Part 1: Self-paced learning path (asynchronous)
  • Part 2: Live session (synchronous) - Please note: Data Loading and Productions is currently offline and undergoing an upgrade. Check back in       early 2024 for available training dates.

In the live session, we build upon the framework gained from the self-paced learning path to teach you how to import and export different types of data as well as dive deeper into the QC process surrounding productions. You will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part one. It is strongly recommended you complete the Data Loading and Productions learning path prior to attending this live session.

Course Objectives

By the end of this course, through a combination of lectures, explorations, demos, and exercises, you will be able to successfully use Import/Export to import structured data into RelativityOne, prepare and run a production, and use Import/Export to export data out of RelativityOne.​

In this live session, you will specifically learn how to do the following:​

  • Import a received production for review ​
  • Import a CSV list of custodians to the Entity object ​
  • QC production searches​
  • Finalize production documents, including imaging and applying redactions​
  • Export a saved search for further investigation

Audience: Paralegals, litigation support professionals, and project management staff

Prerequisites: Data Loading and Productions learning path (self-paced)

Duration: Approx. 3 hours

About this live training

This course is designed in two parts:

  • Part 1: Self-paced learning path (asynchronous)
  • Part 2: Live session (synchronous) - Please note: Data Loading and Productions is currently offline and undergoing an upgrade. Check back in       early 2024 for available training dates.

In the live session, we build upon the framework gained from the self-paced learning path to teach you how to import and export different types of data as well as dive deeper into the QC process surrounding productions. You will join a cohort of other learners and a trainer to complete exercises that complement what you practiced in Part one. It is strongly recommended you complete the Data Loading and Productions learning path prior to attending this live session.

Course Objectives

By the end of this course, through a combination of lectures, explorations, demos, and exercises, you will be able to successfully use Import/Export to import structured data into RelativityOne, prepare and run a production, and use Import/Export to export data out of RelativityOne.​

In this live session, you will specifically learn how to do the following:​

  • Import a received production for review ​
  • Import a CSV list of custodians to the Entity object ​
  • QC production searches​
  • Finalize production documents, including imaging and applying redactions​
  • Export a saved search for further investigation

Audience: Paralegals, litigation support professionals, and project management staff

Prerequisites: Data Loading and Productions learning path (self-paced)

Duration: Approx. 3 hours