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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. Run a small test batch first to confirm delimiter settings, encoding, and field mapping before loading the full production set.

Known gotchas

Related routes

Prepare a Relativity-compatible DAT/OPT load file pair to import document metadata and page-level images into a review workspace
relativity.com · 6 steps · unrated

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