When generating multiple productions, you may want to avoid including any files that have already been produced to avoid including duplicate files. While yes, deduplication does exist in GoldFynch, the party receiving these productions may not have access to deduplication. Plus, fewer duplicate files initially included means fewer complications and/or questions later on.
The GoldFynch Production Wizard has a new built-in feature by which you can easily omit already produced files from the production during the Document Selection step. The second part of this article shows you how to omit already-produced files from your production using a saved search.
Using the Production Wizard to omit already-produced files from your production
To begin, navigate to the 'Production' view using the left navigation panel and click on the 'Start Production Wizard'
Step 1. Enter a name for the production, then click on the 'Next: Document Selection' button
2a. Select the tags and saved searches that should be included in the production
2b. Select the option 'Exclude all previously produced files" and click on the 'Next: Production Output' button
3. Continue the production process from Step 3 of the Production Wizard (Production Output), selecting the options that you require for your production
To omit already-produced files from specific productions
- Select the "Exclude files produced in specific productions" option in Step 4b above
- Click on the "Productions..." button
- Selecting specific productions
Alternatively, follow the method described below.
Using the Advanced Search function to omit already-produced files from specific productions
Step 1. Navigate to the 'Advanced Search' view using the left navigation panel
Step 2. Click on the 'Create New Search' button
Step 3. Select the 'Production' parameter from the left-most drop-down menu
Step 4. Choose the 'Is Any Of' connector (from the second drop-down menu)
Step 5. Click on the '+Add value' button, and select a production from your case from the drop-down menu that appears
Step 6. Keep adding more values with the '+Add value' button and selecting productions till all productions in your case are selected (alternatively, you can choose to select only some production to omit files from only those productions)
Step 6. Click on the 'Run search' button
Step 7. On the search results screen, check the checkbox in the top-left corner of your screen near the search query
Step 8. Click on the +Tag button and apply a new tag (e.g. "OMIT") to the files (learn more about tagging files here.)
It's worth noting that if you would like to omit both the produced files and their entire family of files (versus just the produced files), this new tag will need to be applied "to the entire family of each item". If you want to exclude the already-produced files exclusively, then this tag can be applied to the "Item only".
Note: To create a search that will retrieve all produced files in your case you can use the 'Produced' parameter and the value to 'TRUE'. The query will be 'produced = true"
Step 9. Create your production following the regular steps of production, and in Step 2 (Document selection) while adding files to the production, in addition to selecting saved searches and/or tags to include files in your production, check the new tag you created ("OMIT" in our example) and check the 'Inverted' checkbox against it (learn more about inverting tags here.)
In the example above, files with the tags "PDF" and "PRESENTATION FILES" will be included in the case unless they also have the "OMIT" tag that we created earlier (which is attached to all files that are part of productions)
This will ensure that all files with that tag (i.e. files in your case that are in the selected productions) are omitted in the new production.