Exporting Tags from E-Discovery Platforms

Heureka's ACT (Advanced Classification & Tagging) supports importing of tag information from E-Discovery providers. Locate your E-Discovery review platform below for details on how to export tag data for use in Heureka.

Relativity users can export tag decisions and reapply them back into the Heureka Platform. Once imported, tags will be displayed at the file level for any search run in Heureka giving the user knowledge and context around files that have been reviewed. File knowledge continues to grow as tags are imported. Follow the steps below to export your tag information.

Prerequisite - Heureka uses the MD5 or SHA-1 hash value as an "overlay" within the system. You must have a MD5 or SHA-1 hash present in your Relativity database in order to overlay into Heureka.

Steps for Exporting

Create a new view in Relativity called "Heureka Tagging View". This can be accomplished by selecting the view drop-down at the top of your Relativity workspace and selecting "New View" (Figure 1)
Set Object Type to "Document"
Enter Name as "Heureka Tagging View"
Select Owner & Order
Narrow fields to only those you wish to import back into Heureka. NOTE: The Edit, and either SHA-1 Hash or MD-5 are mandatory fields.
Save and select your Heureka Tagging View in Relativity
Select one or all documents you would like to import back into Heureka (Figure 3)
At the bottom of your grid, select "Export to File" and then select "Comma Separated Values (.csv) as your format.
Select "Run" on your export pop-up screen
Locate your exported CSV file and save to a known location.
Follow the steps below for importing your tags into Heureka.

Figure 1 - Relativity View Dropdown

Figure 2 - Example of Relativity View Setup

Figure 3 - Exporting tag information to CSV

Logikcull users can export tag decisions and reapply them back into the Heureka Platform. Once imported, tags will be displayed at the file level for any search run in Heureka giving the user knowledge and context around files that have been reviewed. File knowledge continues to grow as tags are imported. Follow the steps below to export your tag information.

Prerequisite - Heureka uses the MD5 or SHA-1 hash value as an "overlay" within the system. Logikcull processes files and creates a metadata field called "Hash" which can be used as the overlay field within Heureka.

Steps for Exporting

Create a new load file template in Logikcull called "Heureka Tag Fields". This can be found in your Project Settings > Preferences > Downlaod Load File Templates > Create a new template (Figure 1)
Click on the Available Field > Logikcull ID to add it to the Selected fields area. Repeat for "Hash"
Scroll down to locate your Logikcull tag fields and select them to add to Selected fields
Select any other field you wish to import into Heureka
Select "Save" to save your Heureka Tag Field template (this template can be used on other jobs)
Select "Search" on your project or navigate to the documents you would like to export tags for
Select the Download CSV button in the upper right corner of your search
Verify your document count and page number at the top of the screen.
Enter a name in the "Save as:" area and then select the template created in step one as your download template. (See Figure 5)
Select "Create CSV Download"
A "Click here to download" will appear in your Logikcull workspace. Click on the icon to download your CSV file.
Locate the CSV and store to a known location
Follow the steps below for importing your tags into Heureka

Figure 4 - View of Create/Edit Template window in Logikcull

Figure 5 - Download Search Results Setup

Figure 6 - Download CSV button in Logikcull

Zapproved users can export tag decisions and reapply them back into the Heureka Platform. Once imported, tags will be displayed at the file level for any search run in Heureka giving the user knowledge and context around files that have been reviewed. File knowledge continues to grow as tags are imported. Follow the steps below to export your tag information.

Prerequisite - Heureka uses the MD5 or SHA-1 hash value as an "overlay" within the system. Zapproved processes files and creates a metadata field called "MD5 Hash" which can be used as the overlay field within Heureka.

Steps for Exporting

Select your Zapproved project from your home page
Select "Export" from the top navigation area
Select "Create Export"
Input a Name for your export
Select your "Document Set" options
Select "Production or Standard Export" radio button
Deselect "Natives", "Extracted Text" and "Images" as they are not needed
Scroll down to the "Load File Options" and verify "Default Columns" is selected in the drop down list. (Figure 7)
Verify your setting in the Export Summary at the right of your interface
Select "Run Export"
When your export has completed, click on the carrot next to your export name to expand the export
Select your Volume in the "Count" Column of your screen and choose a known location on your computer to save the exported ZIP file (Figure 8)
Unzip your export, locate and save your CSV file for importing into Heureka
Follow the steps below for importing your tags into Heureka

Figure 7 - Load file options in Zapproved Export Screen

Figure 8 - Export Volume in Zapproved Export

Tagging Actions - Import Tags

Heureka can import tag information from E-Discovery review platforms as well as A.I./Machine learning analytics systems.

Select Tagging Actions > Import Tags
Browse to the CSV file exported from your review or analytics platforms
Select the system you are importing from. Each system has specific templates built-in to automatically accept tags in specific formats.
Select your import mode
1. Merge - Merges the new tag choice with the existing tags
2. Overwrite - Tag choices override the existing tags for the files selected
3. Remove - Removes the tag choices from the selected files
4. Delete - Will delete all hash values contained in your CSV import file. See "Bulk Delete Workflow" section for more information
Your imported hash values and tags will begin to be imported into the library. You may click on the recycle icon ♻ at the top right for a refresh of the import process.

Import tag window