QC of Self-Uploaded PDF Productions in LEP

This technical note provides suggestions for performing quality control on a PDF production in the Lexbe eDiscovery Platform (LEP). 

Because a production is an automated process, it is important to perform adequate quality control.  If there is a failure caused by document corruption or other issues, LEP does not and often cannot capture the error.  Expert human review for systematic problems is advisable.

QC a Standard Production

From the Discovery->Production Job page select a production job by the title, click the Download Production button to download locally to check files.


Compare the Docs Produced on the Production page with the documents in the production PDF folder (check folder Properties).



Compare the Produced Range (Bates) with the range of files in the PDF folder

Spot check the PDFs to see if continuous (no gaps)

Open selected PDFs to confirm that the Bates number is correct, quality is good, and the Bates file name matches the stamped Bates.

Spot check for Attorney Eyes Only or other special designations.

Spot check the ORIGINALS folder.  It should contain native files with Bates names.  The number may be lower and there may be gaps as the Platform suppresses MSGs and other recognized container files for privilege protection.

Spot check the Text folder.  This should contain the same number as that of documents produced with a continuous Bates range.

Open the Excel load file (LOADFILES->VOL001.lexbeloadfile.xlsx) in Excel and compare number of rows with documents produced, the Bates range, and any other desired fields.


Privileged/Work Product

Documents coded privileged or work-product should not be in the downloaded production.  Look at the Withheld Range on the Discovery->Production Job page in LEP.  This range follows the production range.  Confirm that no Bates numbers from the Withheld Range are in the PDF, TEXT, IMAGES or ORIGINALS folders.

If known, search in the TEXT folder and PDF folder (either in selected documents or in the entire folder if computer resources permit) for text that should have caused a document to be coded privileged.

Redacted Documents


If Redacted documents are in the production, identify selected ones (filter in Browse on the Production and Redacted->Show Redacted Only, and view the redaction in the Document Viewer).  Confirm in the downloaded Production that the redacted version is in the production (PDF, IMAGES, and TEXT folders) and that there is no document in the corresponding ORIGINALS folder.

If redacted text is known, search in the TEXT folder and PDF folder (either in selected documents or in the entire folder if computer resources permit) for the text that should have been redacted.

Tracking Production Fields in Excel

From the Discovery->Production Job page, click on the All Productions link 


to open the Production->Single Productions page.


Select a production by title and then export all the production fields (Title, Comments, Created By, Run By, Date Time Created, Date Time Created, etc.) to an Excel spreadsheet and QC the fields.  Also, compare the Produced Range (Bates) with the range of files in the PDF folder.



Alternate Procedures

The above quality control procedures are suggestions only and dependent on many factors including, but not limited to, case size, importance, review quality and staffing, review methodology, and time available.  Contact Technical Services for additional assistance.