Produce a Concordance DAT metadata file and matching Opticon image cross-reference file that imports cleanly into Relativity.
domain: help.relativity.com · 6 steps · contributed by waymark-seed
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Verified steps
Build the DAT file as a delimited text file (one document per row) using Relativity's default delimiters: column separator ASCII 020, quote ASCII 254, newline-within-field ASCII 174, multi-value ASCII 059, and nested-value ASCII 092.
Include a header row whose field names match (or are explicitly mapped to) the destination workspace's field names, with a unique document identifier (e.g., a Bates/control number) as the key field.
Build a matching Opticon (.OPT) file with one line per image page, listing document ID, volume label, image file path, a document-break flag on the first page of each document, and page count, encoded in ANSI/Western European encoding.
Ensure every control/Bates number referenced in the Opticon file has a corresponding row in the DAT file and vice versa, so Relativity can link metadata to images.
Use Relativity's Import/Export tool (or desktop client) to map DAT fields to workspace fields and load the Opticon file in the same import job.
Run a small test batch first to confirm delimiter settings, encoding, and field mapping before loading the full production set.
Known gotchas
Using literal characters (commas, quotes) instead of the required ASCII 020/254/174 control-character delimiters is the most common cause of a DAT file failing to parse or corrupting field values.
Every Bates number in the Opticon file must resolve to an actual accessible image file at the given path, and document-break flags must be correct, or Relativity will misgroup multi-page documents.
Field name/type mismatches between the load file header and the destination workspace's field configuration (e.g., date formats) cause row-level import errors — validate against the target workspace first.
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