Production Modification Tools

For more information on productions in Everlaw, please see the help articles in our Productions section.

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With Everlaw’s production modification tools, you can re-run a production from the production card if changes have been made to the documents (such as changing a document’s privilege status) or the configuration. This article will discuss how to do each in turn.

 

Clawbacks and "unprivileging" documents

You can claw back documents that were initially produced but need to be removed from the production due to their privilege status (though please note that the following instructions also apply for including documents that were originally withheld for privilege). To perform a clawback, first make sure that the documents have successfully had their coding changed to match the criteria for privileged documents in the production protocol. For example, code privileged documents as “Privileged.” You can find the privilege settings for a given production by clicking on the three dot menu in the upper right hand side, selecting “View/Edit Configuration” and navigating to the header that says “Privileged.”

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To change the privilege coding, locate the pre-production documents that correspond to the produced documents you would like to claw back. An easy way to do this is to search for the original documents in the production: simply include the “Produced” search term, select the relevant production, and then check “Original Documents.” That will pull up a search of all original documents and you can adjust the coding on the documents that had their privilege status incorrectly indicated at the time of the first production.

 

Another way to find the pre-production versions of produced documents is to open the three-dot menu and select “View Source Documents.” Finally, you can open the produced documents and then group them by version.

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After you have correctly coded the documents to match the privilege settings, return to the productions page and locate the card for the production you would like to re-run. Once you have found it, click on the menu with the three dots on the upper right side and select “Modify Production.” Then, you can choose to claw back the documents that have been marked as privileged since the last production or to unprivilege the documents that are no longer privileged. You must give the modified production a name and then you can run the re-production.

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For information on viewing production history, packaging production modifications, and downloading them, please consult the section at the end of this article.

 

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Re-running productions for arbitrary collections of documents

You can also re-run productions after changing the production configuration and then apply these changes to arbitrary sets of documents, as long as those documents were included in the original production. Please note that there is no way to run a production modification that includes documents that were not initially included.

One potential use case of this functionality is changing the production configuration to produce natives for a document type you did not before, and then re-running the production for only those documents. That way, it will generate a replacement zip file for the receiving party containing only the newly produced natives. As another example, you could decide that you now wanted the production done in PDF instead of TIFF and could re-run the production for all of the documents in the original production set.

If you would like to only alter the metadata fields, you can check the box reading “Metadata Overlay Only.” Note that if you select this option, you will only be able to download a revised loadfile in the production history section, not the entire set of documents. You will still be able to download the complete set via packaging and downloading the overall production.

To begin, click on the three dot menu in the upper right. Then, click "View/Edit Configuration" and click on the pencil icon. This will take you to a new screen, allowing you to edit the configuration.

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Once you make changes to the configuration, save the configuration. You can then produce the documents with the changes by going to the three dot menu, selecting “Modify Production” and choosing the option that lets you produce an arbitrary set. This option will open a search and you can specify the set of documents. If you would like to produce the entire set with the changes to the configuration, search for the production you are modifying and select “Original Documents.” The number that indicates how many documents match the search should match the number of produced documents.

Next, if you previously chose to migrate review work to your produced documents, you can choose what Everlaw does with your documents’ review work during this modification. You can select either Reflect Produced or Merge. If you choose Reflect Produced, your newly modified documents will have the review work that is presently found on your produced documents. To see exactly what your documents will look like after modification, click the center document icon on the production card. Choosing Reflect Produced will ignore the migration settings found in your production’s configuration. To understand what this means, consider this example: let’s imagine your source documents have notes and highlights on them, but you choose not to migrate them in your original production configuration. On your produced documents, you add some new notes and highlights. If you modify your produced documents and select Reflect Produced, your modified documents will only have the notes and highlights that you applied to your produced documents.

The other option is to merge your review work. If you select Merge, your modified documents will have the review work of both the source documents and produced documents for the selected migrated fields in your production’s configuration. For fields that were not selected for migration in your production’s configuration, as well as any mutually exclusive fields (e.g., ratings, mutually exclusive codes), your modified documents will have the review work currently on the produced documents.

 

Once you have chosen your migration settings, name the modified production and then click the button that says “Modify # docs.”

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You can also use the "Modify Production" functionality to re-run productions that returned a "Processing Error" or "Packaging Error." Follow the same steps as above to re-run your production. 

 

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Downloading productions and viewing production history

Unlike running a production for the first time, when running a production modification, the button that usually allows you to download the production instead says “Package.” The “Package” button creates one complete zip file with the entire production, reflecting the most recent changes. If you would like to download the modifications alone, the changed elements are available for download below under “Show Production History.” From this menu, you can download or send out the files that were adjusted without having to re-send and re-zip the entire produced set, which can be time consuming.

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From the production history display, you can also see the configuration associated with each version of a production as well as the description of that modification. If you did not select “Metadata Overlay Only,” you can also download the privilege log, generate shareable links to the modified files, and download loadfiles only. If you did select “Metadata Overlay Only,” you are limited to downloading metadata modifications (see below).

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If you modified your production, and metadata fields and/or values were changed in the process, the updated fields will be reflected in the modification's loadfile available in the production history section of the production card (Loadfiles Only). In the modification's loadfile, removed metadata fields will contain blank values, and added fields will contain new values. A fully updated loadfile, which contains only the fields present on the produced documents, will be available from the main production card once the production has been packaged. 

If you selected “Metadata Overlay Only” during your production modification, you have an option to “Download Metadata Overlay,” which will provide all metadata fields (but not load paths to aid in the uploading of native or text files) for the modified documents, regardless of whether you have adjusted the metadata fields present in the modified production.

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Production modification where metadata fields and/or values were changed (note Loadfiles Only download option).

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Production modification where "Metadata Overlay Only" was selected (note Metadata Overlay download option). 

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Main production card with updated loadfile download option. 

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