Let’s review BatchGuru and see how it expanded in recent years. I will be updating my YouTube playlist of all the tools included so far. As I do that videos will be added below.

 

 
BatchGuru is a collection of integrated tools that extends Relativity by placing a wide range of controls in the hands of end users. What is BatchGuru BatchGuru picks up where Transform Sets left off Perform data manipulations. Format Dates Generate custom MD5 hash values Extend functionality of Production tool And More!
 

MD5 Hash

MD5 Hash Generator Generate new MD5 values Use Perform deduplication based on fields YOU choose Compare outside production to data you have Deduplicate data process using mixed processing software Warnings Large amounts of text may not load to memory and will not be processed Best to use on emails only Results should be used to sort duplicates together rather than eliminate them THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

MD5 Hash Generator allows you generate hash value based on fields you choose so you can perform customized deduplication.


Sort Date

Sort Date Pushes parent data of email to attachments Use Sort documents in chronological order and preserving parent/attachment order Use multiple "date priority" order in case some date fields are blank THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Sort Date Tool will take date of the parent email and apply it to all of its attachments so you could sort families of documents chronologically.


Time Zone

Time Zone Converter Convert data/time fields to another time zone Use Convert data time if data was processed in the "wrong" time zone Won't fix extracted text Standardize document collection if different sets were processed in different time zones Help reviewers in other time zones better understand timing in emails

Timezone Converter will convert date/time value from one time zone to another to correct for processing error or to improve review efficiency.


Native Files Exporter

Native Exporter Export native files Use Export saved search without use of desktop client Exported native files are ZIPed up and saved to "Pick up window" Documents in pickup window can be stored for future use Link to pick up window can be shared with other team members You do not need to give them access the Native Exporter tool Warnings Will increate size of the workspace Do not use to export large number of native files This tools is for small/quick exports Test to gage performance of your server in order to set expectations for users.

Native File Exporter will allow you to quickly export sets of native files as a ZIP file without using desktop client on a PC or a Mac.


Date Formatter

Date format Convert Date/Time to text field using predefined formatting Use Production specs may require date to be formatted specific way Reviewers may prefer to see date in certain format which will improve review speed THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Date Formatter with convert date field into a text field using number of date formatting options to make date field more readable and avoid confusion for internation clients.


Beg/End Attach

Generate Beg-End Attach Generates BegAttach and EndAttach fields based on Group Identifier Use Export DAT file directly from Relativity Easy to read than Group identifier THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Beg-End Attach Tool allows you to generate fields that contain Beginning Attachment Number and Ending Attachment based on Group Identifier field so you could export fully formed DAT files without using Relativity desktop client.


Beg-End to List

Beg-End to List Convert BegDoc and EndDoc to a list of sequential bates numbers Use Every page in the document becomes listed in the Long Text field You can use search or filter to jump directly to page you looking for Often you get bates number of page that you

Beg-End to List converts BegDoc and EndDoc to a sequential list of bates numbers so you could have every page of a document listed in a field for easy tagging or searching.


OtherProps

Other Props Extract field from Other Props field Use If you are using Relativity processing and field you are looking for extracted to OtherProps but not standard metadata field THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

OtherProps Tool extracts one of the fields from OtherProps field created by Relativity Processing into new field so you could work with that field individually.


Parent to Attachment

Parent to attach Apply parent field to all attachments Use Push down value of email subject to attachments Apply date of email to attachments (though better use Sort Date) THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Parent to Attachment tool will take value from parent document and apply it to all family members so that reviewer can see parent document’s details when looking at the attachment.


Split Field

Split Field Value Splits one field into two Use Split full name to first and last name fields Split date time field into date and time (if only one space separates values) THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Split Field Value will split one field into two using specified delimiter which can be useful for advanced data manipulations.


Tag as Document or Attachment

Tag as Doc or Attach Tags docs whether it is parent or child Use Helps to quickly filter for all email or attachments Useful when you only have Group Identifier but do not have field such as Level or AttachLVL THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Tag as Document or Attachment will identify which record is parent and which is child based Group Identifier so you could use filter option in a view to display only certain documents.


Time Zone Offset

Time Zone Offset Calculator Figures out time zone offset from GMT for current date/time Use Used to fix display issue in Relativity native viewer when no offset present Accounts for daylight savings time THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Timezone Offset Calculator will calculate actual offset from GMT to specified time zone enabling Native Viewer to display date and time correctly.


Remove Email Address

Remove Email Address If name and email address are present, remove email address Use Create new fields for privilege logs that are more presentable and less messy If only email appears without name, email will be left in place THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Remove Email Address tool will remove email address from either sender or recipient fields to make exported reports or privilege logs looking cleaner leaving only names for ease of readability.


ParentID / AttachIDs

ParentID AttachIDs Generate ParentID AttachIDs Use When performing exports for production that requires those fields THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

ParentID/AttahcIDs tool will enable you to create Summation compatible DAT files that can be exported right from the Relativity interface.


Production Helper Create fields required for common productions Use Achieve consistent results through the life of a case Fields updated consistently regardless or person working on the project Warnings Some fields should be selected in pairs BegProd / EndProd BegAttach / EndAttach Author / Title ParentId / AttachIds You MUST

Create fields required for common productions


Text Preview

Text preview Generates stub preview of first few lines of email Use Allow users to get idea of content of an email from document view Does not require opening each email Strips header for better readability Warnings Large amounts of text will not load into memory Use on emails only THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.

Generates stub preview of first few lines of email


Saved search exporter

Saved search exporter Export Images / Native Files / Extracted Text Use Does not require Desktop Client Faster setup than Integration Points You can name files by ANY field You can create multiple saved searches and multiple BatchGuru batches for concurrent export Warnings Export path must be accessible by Agent

Export Images / Native Files / Extracted Text


Compare Text Fields

Compare Text Fields This tool allows you compare two text fields and find out "Levenshtein Distance" Use An experimental tool used to explore similarity between text fields THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


This tool allows you compare two text fields and find out “Levenshtein Distance”


Combine date / time

Combine date / time This tool allows you combine two text fields, one with date and one with time, into one date/time field. Use If your workflow is to use date/time field and you have received outside production with date and time in separate fields.


This tool allows you combine two text fields, one with date and one with time, into one date/time field.



Text cleaner

Text cleaner Text cleaner will remove ALL characters except letters a-z and numbers and save them to new field.


Text cleaner will remove ALL characters except letters a-z and numbers and save them to new field. 


Redaction maker

Redaction maker Redaction Maker will "copy and paste" redactions to all pages in your saved search or just first page of every document.


Redaction Maker will “copy and paste” redactions to all pages in your saved search or just first page of every document.


Roll Up To Parent

Roll Up To Parent Scan family range and combine all found values into one at the top level Use Generate Attachments List Combine Title fields from all attachments and update on parent level Can be used on Family / Conversation or any other level defined by Group Identifier Open to creative use (just like any other tool BatchGuru offers) THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Scan family range and combine all found values into one at the top level


Email header

Email header Parse email header for additional metadata Use Extract metadata field form email header that was not extracted by processing software Extract MBOX message ID for quality control Extract Google Vault ID in order to match metadata XML file Extract Gmail folder information (tags) and save to new field THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Parse email header for additional metadata


Recipient Counter

Recipient Counter Count how many people received an email Use Count how many people received an email if that metadata field was not provided by processing software or outside production Generate number of attachments field THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Count how many people received an email


Tag missing files

Tag missing files Identify missing images or native files Sometimes native files and images disappear from storage/network system (Yes it is crazy) This tool will scan for files referenced by Relativity's file table but missing in file system THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Identify missing images or native files


Word Counter

Word Counter Gives you most frequently occurring words Use Experimental tool to identify most frequently used words by document THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Gives you most frequently occurring words


Production Exporter

Production Exporter Export Images / Native Files / Extracted Text for Productions Use Does not require Desktop Client Faster setup than Integration Points You can name files by ANY field You can create multiple saved searches and multiple BatchGuru batches for concurrent export Warnings Use UNC path when exporting data \\Server\share\folder1\folder2\ THIS INFORMATION IS PROVIDED 'AS IS' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED.


Export Images / Native Files / Extracted Text for Productions
 


Detect Cutoff Images

Detect Cutoff Images Will identify images that have none white pixels on the right edge of the page Use Identify documents where data maybe running off the page Warnings New Tool! Experiment with values of how many pixels on the right you want to scan Slow for large numbers of documents.


Will identify images that have none white pixels on the right edge of the page