Relativity Certified User Exam - Litigation Support Tip of the Night

Do all users have the option to reassign batches?

No

How can Yes/No fields be displayed?

On layouts as drop-down menus, radio buttons, or checkboxes.

What does a search for apple pear find in dtSearch?

Returns documents with the exact phrase "Apple Pear."

How are the results from a concept search stored?

Review the conceptual hits in the Search Results Related Items pane. The results are sorted by rank.

What options do you have when you save a document as a PDF?

Save document as a PDF with normal or transparent redactions and highlights with the option to include a slip sheet

What is a recommended way of double-checking redactions?

Save redacted documents with transparent redactions.

What can be used as data sources for an imaging set?

Saved searches.

What field types is the multilist filter available for?

The multilist filter type is available for the following field types only: Multiple Choice Multiple Object

What are nearby cluster visualizations and how are they accessed?

The nearby cluster visualization will display clusters radiating out from a single cluster that you select. The more similar the cluster, the closer it is to the select central cluster. Nearby cluster visualization is accessed by right clicking on any cluster in a circle pack. In the nearby clusters, hovering over any one circle will not only show the same details listed in the circle pack visualization, but also give a similarity score - how close the selected circle is to the main central circle on which the visualization is based.

What criteria does a numeric filer use?

Uses filtering criteria from advanced and Boolean operators.

What are the 9 options available in My Settings?

1. First Name 2. Last Name 3. Email Address 4. Skip Default Preference (Normal / Skip) 5. Default Filter Visibility 6. Item List Page Length 7. Default selected File Type 8. Default Saved Search Owner: Determines whether saved searches are public or only private to the logged in user by default. 9. Native Viewer Cache Ahead: If checked, pre-loads the next native document in your review queue when the active document is loaded.

What are the 7 options in the user drop down menu?

1. Home 2. Reset password 3. My Settings 4. Logout 5. Help 6. Support 7. About

Where is the show current path button, and what does it show?

15. Displays the current folder path for the documents or saved searches you are viewing in the document list.

How does an admin make sure a user only see their assigned batches?

A system admin can create a view to only return documents within your assigned batches. If this view is created and all other documents are secured, you will only see documents in your checked out or assigned batches when you log in to the workspace.

How do you run a dtSearch from the search panel?

Add Condition . . . Index search, then:

Where is the Add Widget button and what does it do?

Adds a pivot or cluster widget to the dashboard.

How do you access the Data Analysis Dashboard?

After creating a pivot chart select from drop down menu on the right.

Where is the browser and what does it do?

Allows you to browse folders, saved searches, or the field tree.

Shortcut for Next Highlight?

Alt+Down Arrow

Shortcut for Switch to Long Text Mode?

Alt+E

Shortcut for Last Document?

Alt+End

Shortcut for Save and Next?

Alt+Enter

Shortcut for Switch to Image Mode?

Alt+I

Shortcut for Page Up/Previous Image?

Alt+Left Arrow

Shortcut for Toggle Modes (Draft/Normal/Preview)?

Alt+M

Shortcut for Switch to Native Mode?

Alt+N

Shortcut for Switch to Productions Mode?

Alt+P

Shortcut for Next Document?

Alt+Page Down

Shortcut for Previous Document?

Alt+Page Up

How do analytics searches work?

Analytics uses conceptual searches which work differently. It can determine what a document is talking about without concerning itself with specific word choices and order. Instead, it relies on how certain terms occur with other terms in the overall document set. This email contains the following terms: • turkey • holidays • November • pumpkin pie • football Relativity Analytics is able to identify these terms and see how they are associated with each other in the rest of the available documents. Because of this, the concept of "Thanksgiving" is no longer limited to the actual use of the word.

How do you search for document containing apple but not pear in dtSearch?

Apple and not Pear - Returns documents which contain "Apple" but not the word "Pear."

In dtSearch how do you search for a word that does not appear a certain number of words before another one?

Apple not w/5 Pear - Returns documents where the word "Apple" appears, but not within 5 words of "Pear."

How do you search for a string that appears a certain number of words before another string?

Apple pre/5 Pear - Returns documents where "Apple" appears first, within 5 words of "Pear."

What does the mass reaction tool do?

Applies a redaction to a range of pages or all pages in a document.

What is heat mapping?

Apply filters or a view to a cluster visualization will apply 'heat map' shading to the visualization. The circles of the visualization will be colored in shades from dark to light blue in order to show which have more of the terms of the filter.

What does the mass redaction tool do?

Apply redactions to a range of pages or specific pages in a single document. Apparently limited to full page redactions.

How is Document Skip set up?

As a view that only shows documents that have not been coded.

How does the date filter work?

Available for Date field types. Conditions display a calendar with drop-down menus for selecting the date and time.

What is the function of the Boolean filter?

Available for Yes/No field types. Conditions display a drop-down list similar to list filters. To use a Boolean filter, click the drop-down menu arrow and select True, False, or <blank> from the list to apply the filter

In persistent highlight sets what kinds of terms are highlighted?

Both keyword and dtSearch terms will automatically be highlighted on resulting documents. You can turn off these highlights by clicking the search terms light bulb in the persistent highlight panel.

Where do you click to access the clusters browser? What does it show and when can it show it?

Browse your workspace clusters, which are groupings of conceptually correlated documents. You must have Relativity Analytics to use the cluster browser and define clusters in your workspace.

If a child choice is nested and it's selected will the parent choice be selected?

Choices can be nested. If a choice is nested and the child choice is selected, the parent choice is automatically selected.

What happens if a child choice is selected?

Choices can be nested. If a choice is nested and the child choice is selected, the parent choice is automatically selected.

Where can you access saved pivot charts?

Click Add Widget . . . Pivot

How do you access clusters in Relativity

Click Cluster icon on the Documents tab to open the Cluster browser.

What do you have to click on before coding in a layout?

Click on EDIT at the top of the layout.

How can you filter a cluster to only show certain entries?

Click on certain subclusters and then click apply.

How can you unselect the terms in a persistent highlight set?

Click the light bulb on and off, or right click and click 'deselect all'.

What are the two ways you can open a document?

Clicking on a document's control number will open the document in readonly mode, whereas clicking on the Edit link will open the document in edit mode, so you can apply coding decisions.

What color text is used to compare documents?

Clicking the Compare icon opens a new window, which automatically populates the initial document in the Compare field. Click the ellipsis on the With field to select the document you want to compare to the original document. Once both documents are selected, click the Compare button to trigger the analysis. • Blue text: indicates language in the second document but not the first. • Red text: indicates language in the first document but not the second. • Black text: indicates language common to both documents.

What does the trash can icon let you delete?

Clicking the Delete Redactions and Highlights icon opens a pop-up window where you can indicate which markups you would like to remove. You have the option to delete any type of redaction or highlight. You can also specify the range of pages from which the selected markups should be deleted.

Do colors chosen for highlighting in thread visualizations 'stick'?

Colors chosen for the highlighted field choices are assigned automatically. When a field choice is highlighted for the first time, a color is associated with that choice and will remain associated with that choice as you view coding highlight for other email thread groups.

Where are the document list controls and what do they do?

Controls how your documents are displayed and how you navigate through them.

What does the saved search button do?

Convert the combined filters and conditions (see 2.7.2 Show/Hide Filters) in the current view into a saved search. If you have the appropriate permissions, you can also name the saved search

How can a logic group be created automatically?

Create a logic group automatically by dragging one condition onto another.

Where is the search panel and what do you use it for?

Create and set search and filter conditions for your documents

How is the white box redaction shown?

Creates a solid white box on the document, outlined in gray for better visiblity in the viewer. However, the gray border won't be printed or produced.

How can you search for a credit card number in dtSearch?

Credit card number recognition searches for any sequence of numbers that matches the syntax for a valid credit card number issued by a major credit card company. A credit card number is recognized regardless of the pattern of spaces or punctuation embedded in the number. To search for a credit card number, enter a credit card number between the parentheses in creditcard() as exemplified in creditcard(1234*).

Shortcut for Copy?

Ctrl+C

Shortcut for Find?

Ctrl+F

Shortcut for Print?

Ctrl+P

Shortcut for Reopen Last Tab?

Ctrl+Shift+T

Shortcut for New Tab?

Ctrl+T

Shortcut for Paste?

Ctrl+V

Shortcut for Cut?

Ctrl+X

What happens when changes are made to the current dashboard?

Dashboards update automatically in response to searching, and any time changes are made to the current dashboard, the dashboard drop-down will switch to orange. This alert serves as a reminder that the original dashboard has changed.

How does date recognition work in dtSearch?

Date recognition searches for strings that appear to be dates. It uses English-language months, including common abbreviations and numerical formats. For example, these date formats are recognized: • January 15, 2006 • 15 Jan 06 • 2006/01/15 • 1/15/06 • 1-15-06 • The fifteenth of January, two thousand six To search for a date, enter a date expression between the parentheses in the string date(); for example, date(jan 10 2006). To search for range of dates, enter a date range between the parentheses in the string date(); for example, date(jan 10 2006 to jan 20 2006).

What options appear when you run a dtSearch or an Analytics search?

Dictionary for dtSearch Expand for Analytics

What is available after a dtSearch index is built?

Dictionary search

What is the purpose of document skip?

Document skip utilizes a view or saved search, where you can work within a certain set of documents. When you are coding documents within this view or saved search, document skip removes any documents from the set that no longer meet the criteria. If skip is enabled and propagation is applied, changes resulting from coding decisions will remove documents from the view that no longer meet the view's criteria.

Are similar documents like textual near duplicates?

Documents returned in the Search Results pane are conceptually similar to the current document. As such, this feature should not be confused with Textual Near Duplicates functionality, which operates on precise word count and order.

How can you search for an email address in dtSearch?

Email address recognition searches for text with the syntax of a valid email address, such as "[email protected]." With this feature, you can search for a specific email address regardless of the alphabet settings for the at sign (@), periods (.), or other punctuation in the email address. To search for an email, enter an email address between the parentheses in the string mail(); for example, mail([email protected]).

Do attachments have numbered boxes next to their name?

Email attachments do not have a numbered square next to their name in the email thread display field. Instead they have an icon that indicates their file type. The following image shows two email threads, separated by a blue line. Note the second thread, which contains an email with the Artifact ID 1355209. This email consists of a parent email and three attachments: a Word file, a PDF, and an Excel file.

What is the highest email indentation level?

Email indentation bubbles go up to 99. For messages with an indentation level over 99, the bubbles display "99+."

Can you filter to an object from the condition card?

For single object and multiple object fields, the name of the object(s) act(s) as hyperlinks in the filter condition card. You can quickly navigate to the named object instance by clicking on it. For example, if you have a search condition that names the "First pass review" batch set, you can navigate directly to that batch set from the filter condition card.

How are the terms in a persistent highlight set displayed?

If the document you are currently viewing contains any of the terms specified in the set, you can view those terms and the number of times they appear in the document when you expand the set.

What is the purpose of the 'Highlight Matches' box in nearby cluster visualizations?

If there are very few hits in the visualization, you can check off 'Highlight Matches' , and the circles which contain any 'hits' will turn orange.

What happens if two users redact the same document using the same markup set?

If you are working with the same markup set as another user and simultaneously redact the same document, an error will occur.

Can pivot reports be set for individual months?

If you choose a date field for the Group By or Pivot On fields, you can also select month, year, or year/month to further drill down into your results.

What happens if you click the markup Type hyperlink?

If you click the Markup Type hyperlink, the page and location of where the markup was added appears.

Where can you create and edit views?

If you have permission to create and edit views, you can use the New View and Edit View functions within the View bar drop-down.

What happens if you hover over an email in the visualization thread?

If you hover over an email icon, a tooltip window displays with information about who the email is from, the sent date, and lists any attachments or duplicate spares for the selected email. You can click on the attachment name or the name of the duplicate spare to open it in the viewer.

What is shown in Markup HIstory?

If you opt to Show Markup History, a new window opens that displays the following markup information: • Action: Tracks markup creation, deletion, and resizing. • User Name: Indicates who performed the action. • Timestamp: Displays when the action was performed.

What happens if you create multiple new choices?

If you've created multiple new choices, the last one created is selected.

What is another mode and where is it always shown?

If your workspace contains images that are part of a production, you will see the production radio button as the final option on the Document View Selector. You can use this drop-down to navigate between various production sets. You will only see this option if you have permission to view production images.

Is image mode always available?

Image mode is available only if an image has been loaded or created.

How can you set up null field?

In the case of checkboxes, remember that a Yes/No eld displays in one of three possible states: Yes, No, or Null. Yes: Box is checked. • No: Box is unchecked. • Null: Box is lled in with a shaded blue square.

In dtSearch in order to find greater variations from a search term do you increase or decrease the fuzziness level?

Increase it.

What does a heat map show?

It shows which clusters match a condition set in the search panel.

What happens after you click save on a layout form?

It switches to read only mode.

What is the best way to display a single choice field? A multiple choice field?

It's best to display a single choice eld as a radio button list, and a multiple choice eld as a checkbox list; however, in the case of a long list of choices, both can appear as a pop-up picker.

What are the best ways to display single and multi choice fields?

It's best to display a single choice field as a radio button list, and a multiple choice field as a checkbox list in the case of a long list of choices, both can appear as a pop-up picker.

Is keyword search always ready to be used?

Keyword search uses an index that is automatically populated. You can use keyword search right away as there is no setup involved.

What is Relativity's default search engine?

Keyword search.

Are redactions, highlights, or imaging carried over through propagation?

No

Does Relativity support stemming for foreign languages?

No

Does a CONTAINS search permit leading wildcards? (e.g. using "*overflow" to match "stackoverflow") i

No

Does a user have access to the browser for all workspaces?

No

Is there a warning signal to indicate that propagation is being applied?

No

Will changes made in persistent highlight sets carry over from the viewer to the extracted text?

No

Can the operator NOT be used with all proximity searches in dtSearch?

No.

Are analytics searches always available?

No. A system admin must first enable and grant access to these analytics features in order for them to be available.

What special characters cannot be used in a password?

Note: The following non-alpha-numeric characters are not allowed: \, ", <, > in passwords.

How can you configure additional settings for a pivot widget?

Once you've added a Pivot widget to your dashboard, you can configure additional settings. Click the three stacked lines ( ) at the upper right of the widget to display the Pivot options pane.

How do you specify the edit distance in a Lucene search?

One of the most unique features of Lucene search is that it lets you specify the fuzziness level of your search in the search syntax. Numbers between 0 to 2 can be entered after a ~ to specify how many character terms in the results should differ from the search term. kCura's guide notes that 80% of misspellings have an edit distance of 1. So a search for: treasure~1 . . . will find treasore, but not tresore.

Are new searches public or private by default?

Private

In a pivot profile what chart instructions can be toggled on and off?

Show Grand Total - toggles the display of grand total in the Pivot Chart. This value can help add context, but may throw off the scale of the Pivot Chart and reduce readability. Show Legend - toggles the display of the Pivot Chart legend. This information can often be intuited from looking at the chart. If not, it can be added. Show Blank Values - toggles the display of blank values in the chart. Rotate Labels - rotates the group by labels at a 45 degree angle. This can help readability in fields with many values. Stagger Labels - another option to improve readability of group by values. Stagger labels varies the horizontal position of the labels to improve readability. Show Labels - toggles the value count labels on Pivot Charts.

What do saved searches save?

Since saved searches are executed in real-time, you can save the search conditions, but not the results list. Relativity executes the search each time you click on it in the saved searches browser, and when you return to it after performing other tasks in the workspace. This functionality ensures that only data meeting the search criteria is returned in the result set, and that any new data that is added to the workspace and matches your search criteria is included in the saved search.

How will an admin set up a layout with fields that are only used occasionally?

Some layouts contain several fields which are only used occasionally during review. In order to make the best use of limited layout space, admins can create layouts with collapsible categories. To expand or collapse a category, click the arrow next to the category name

What are layouts?

Specifically, they are web-based coding forms where you can view and edit document information

What filed types are list filters available for?

The List filter type is available for the following field types only: Single Choice Single Object User Fixed Length Text

What happens if you left click on a circle in a cluster visualization?

The circle will be zoomed in on.

Where will a cluster widget default to?

The cluster visualization widget displays on your Dashboard and defaults to the first level of clusters that exist under the cluster you selected . Note: If you select a new first level cluster from the Cluster browser, the widget refreshes and the title of the widget is updated to reflect your new cluster selection. If you select a new subcluster, the widget refreshes to display the relevant heat mapping. With any change in cluster selection in the Cluster browser, any cluster filters that have been created from selecting clusters are discarded from the search panel.

What does a coherence score for a circle pack indicate?

The coherence score indicates how closely related the documents in the cluster are to each other.

How are inclusive emails displayed?

The color of the indentation bubble indicates inclusiveness. Inclusive email messages contain the prior message content and have a "Yes" value in the Inclusive Email field. Duplicate spare email messages contain the exact same content as another message. • A black square indicates that the email is inclusive and is not a duplicate spare. • A white square indicates that the email is non-inclusive or a duplicate spare.

What must be installed for native imaging to work?

The correct worker manager.

In what order are search conditions evaluated?

The criteria within logic groups are evaluated first before evaluating against other search conditions or logic groups.

What will adjusting the depth of a circle pack do?

The depth of a circle pack can be increased in order to show subclusters. (There are lower level clusters inside subclusters).

What is Email Thread Visualization?

The email thread visualization (ETV) tool helps you quickly see the make-up of an email conversation and optimizes your QC process. With email thread visualization, you can easily see where an email conversation branched and where drafts or attachments occurred.

What is the default setting for the scope of a folder in the browser?

The folder and all of its subfolders.

What are the options for full page redactions?

The full-page redaction options consist of black box, white box, textbox, and cross redactions

What does viewer mode show?

The left-most radio button is the Viewer. Clicking on this radio button opens the document using the Relativity native file viewer. It provides a print preview that shows how the file would look in its native application.

What icon do you click to change the markup visibility?

The little eye icon on the upper toolbar.

What does Long Text Mode show?

The long text radio button is the next option on the Document View Selector. This mode displays a drop-down menu of extracted text and all long text fields that have been made available in the viewer. For example, in addition to a document's extracted text, there might also be a long text field for translations of foreign language documents.

What does the markup navigation pane show?

The markup navigation pane displays the following columns: • Page Number • Markup Text • Markup Type • Full Page • Markup SubType • Markup Set

What field types are numeric filters available for?

The numeric filter type is available for the following field types only: Decimal Whole Number Currency

Which option lets you view two documents side by side?

The option for the standalone version of the viewer

How do you alter the scope of a folder?

The orange folder icon in the Folder browser shows the scope menu, which controls the folder scope of the documents returned. Click the drop-down arrow next to the scope menu to change scope. The scope menu contains the following options: • This folder and subfolders: Displays the documents in the currently selected folder AND the documents in all of its subfolders. This is the default option. • Only this folder: Displays only the documents in the currently selected folder in the browser, not its subfolders.

How can different document families be displayed in a view?

These lists might contain blue horizontal lines which indicate where one family begins and another ends. It is also common for some family views to display as an indented list (with the attachments indented) so you can visualize how documents are related. Views such as these can make it easier to spot-check coding when propagation is enabled.

How are terms in keyword expansion listed?

They are listed in descending rank.

How does the RSA secure ID login at work?

This method requires an RSA SecurID token along with a username and passcode. Your system admin provides you with: your username an RSA SecurID token optionally a PIN

How does the SAML 2.0 login work?

This method requires you to have a SAML 2.0 account. Your system admin provides you with: a SAML 2.0 account the Relativity SAML 2.0 button name To log in: Click the Relativity SAML 2.0 button name. Enter your username. Click Logon.

How does the open ID connect login work?

This method requires you to have an OpenID Connect account. Your system provides you with: an OpenID Connect account the Relativity OpenID Connect button name To log in: Navigate to the Relativity site. Click the Relativity OpenID Connect button name. Enter your username. Click Logon.

How does the integrated authentication login work?

This method uses Integrated Windows Authentication to log in. There are no additional requirements to log in other than having a Windows domain account. To log in, navigate to the Relativity site. The system automatically logs you in to Relativity. If you are not connected or if the Relativity logon dialog appears, contact your system admin.

How does the active directory login work?

This method uses Microsoft Active Directory Domain Services to log in. You must log in from a computer within a valid domain. Your system admin provides you with: your login email address an account on a Windows domain a Windows network password

How do you access a dashboard? How do you which is the current dashboard?

To access a new dashboard, click the Dashboard drop-down in the upper-right. The dashboard you are currently viewing is highlighted in gray.

How do you check in a batch?

To check a batch in, navigate to the Review Batches tab and click Edit next to that batch. A pop-up window will open and you will have to choose one of the following options: • Check In As Pending: Checks in the batch as pending, often used when the batch is only partially complete. • Check In As Completed: Checks in the batch as completed. • Reassign To: If you have the appropriate permissions, assign batches to other users by selecting their name in the drop-down.

What steps do you perform to code a document?

To code a document, you must first open the document in Edit mode, and choose a layout from the layout drop-down.

How do you perform mass operations for items in the saved searches browser?

To display checkboxes to the left of folders and searches, click the display checkboxes button. You can then perform mass operations for items that you check. Click the icon again to toggle them off.

How do you favorite a page?

To mark a page as a Favorite, click the gray star at the corner of the workspace while on that page, or next to the page name in the Recents section. Once you click it, the star turns yellow and Relativity adds that page to the Favorites section. You can Favorite a document by first clicking the Show/Hide tab strip button in the core reviewer interface to make the Favorites menu visible, then clicking the gray star.

What mode do you have to be in to save a document as a PDF?

To save a native, be in viewer mode. To save an image be in image mode.

What is the selector icon used for?

To select a markup in a document.

Is a standalone viewer synched with the interface?

To view a document in a separate browser window, click the Launch Standalone Document Viewer icon in the upper-right section of the Core Reviewer Interface. This option opens another viewer pane with an Unsynced designation at the top of the screen. This means that the standalone viewer is not synchronized with the interface. To synchronize the standalone viewer with the core viewer, click Unsynced. This switches the standalone viewer setting to Synced where you can view text and images, natives, and productions side by side while navigating through the document list.

As a best practice, you should use CONTAINS over the IS LIKE operator. True or false?

True

Email thread visualization is available for all document types. True or false?

True

Metadata loaded to Relativity is stored in elds. True or false?

True

Partially completed batches can be checked in by a reviewer. True or false?

True

There will always be a principal document within a group of textually similar documents. True or false?

True

You can switch off persistent highlights that have been applied to a document. True or false?

True

How do you enable coding highlight in the thread visualization?

Using coding higlight, you can see how emails in the current thread are coded for a particular yes/no or single-choice field. Coding discrepancies that could exist in a coded email thread are visually apparent, making it very easy to make corrections or see where mistakes were made during review. You can toggle coding highlighting on and off from the Display Options section of the legend. Once you toggle coding highlighting on, you can then select the field you'd like to highlight in the Coding Highlight field drop-down. This will highlight the emails in the thread with different colors corresponding to the available choices for the field. Click Legend to expand the legend sub-tab, and view the colors associated to each choice.

How can you search for single digits, letters or characters?

Using dtSEarch

How do you perform a stem search in dtSearch?

Using the dtSearch engine, you can perform stemming searches, which return documents containing grammatical variations of a root word. The tilde (~) is the character used for stemming searches when added at the end of the root word. For example, a search on "apply~" returns documents containing the words "apply," "applying," "applies," and "applied."

What is the search panel?

Using the search panel, you can build complex searches using drag-and-drop functionality. You can set conditions and then drag and drop them into logic groups, which act as visual parentheses for your search query.

What is the search panel in the User Interface?

Using the search panel, you can build complex searches using drag-and-drop functionality. You can set conditions and then drag and drop them into logic groups, which act as visual parentheses for your search query. This functionality is also available from the search builder when you create a saved search from the Documents tab or from the Advanced & Saved Searches browser.

How can you move the browser to the opposite side of the document list?

Using the stacked dots icon at the upper left, you can move the browser to the opposite side of the document list. You can also resize the document browser width as you would any other window by dragging the edge separating the document list from the folder browser.

What is the list filter type?

Usually associated with fields used for coding documents. Conditions vary by the type and purpose of the field associated with it.

What is a view?

Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view.

Do views update automatically?

Views are fully customizable and will update automatically as new documents that meet the view criteria are uploaded.

In a proximity search is every word in the search highlighted regardless of its proximity to the other terms?

When conducting a proximity search, Relativity highlights every instance of each individual term it hits. For example, every instance of "law" and "order" is highlighted when your initial search reads "law w/3 order". This won't affect your search.

When you filter for dates what do you have to include?

When filtering for dates, ensure you include an equal sign after a greater than or less than sign. Using them by themselves results in a syntax error.

In the Email Thread Visualization if an email is selected are its attachments and duplicate spares also selected?

When mass editing using the email thread visualization pane, if a selected email contains an attachment and/or duplicate spare, both the parent and children attachments and/or duplicate spares are also selected, and the total number of selected documents for the email is displayed in a green circle.

When threads are displayed in a view how are indentation levels showns?

When threading is applied, square indentation bubbles indicate each email's indentation level within the thread. For example, in the following image, the first email in the chain is marked "1," an email responding to the first email is marked "2," and the email responding to the third email is marked "4." You can quickly identify potentially missing emails in a thread using this visualization.

Can you modify values enter with Copy From Previous?

When using Copy from Previous, you can modify the values after they've been copied, and then save your new changes.

What options do you have when you right click on a markup?

When you right-click on a markup, you can edit the redaction text, choose other redaction text, delete the markup, or show the markup history.

How does dtSearch handle noise words?

When you run a dtSearch or keyword search, certain words are ignored because they do not act as meaningful criteria in a query. They include characters (such as punctuation marks and single letters), numbers, and words (such as "at", "a", "on" and "the"). The search for proof of purchase would not recognize the stop word "of" and therefore would bring back any documents where proof and purchase are separated by any word.

How does a IS LIKE search work?

When you use the IS LIKE search operator in Relativity, it automatically adds a leading and trailing wildcard. This search executes against all of the raw data stored in that column. As a result, your search takes longer and may put greater strain against the database.

In the search panel how can you toggle conditions on and off?

Within the search panel, you can toggle conditions on and off by clicking the checkbox in the lower-right corner of the condition filter card. In this case the checkbox defines one of two possible states: On and Off

. Case documents are stored in a ___________.

Workspace

What is a workspace?

Workspaces within Relativity are typically document repositories used to store, display, search, organize, and categorize documents related to a speci c client.

What is a Workspace ?

Workspaces within Relativity are typically document repositories used to store, display, search, organize, and categorize documents related to a specific client.

Are custom keyboard shortcuts shown in the shortcut legend?

Yes

Are emails linked to in the thread visualization?

Yes

Can an inverse and other types of redactions be applied in the same document?

Yes

Can keyboard shortcuts be disabled?

Yes

Can you keep zooming in in a cluster visualization to successive levels of subclusters?

Yes

Do persistent highlights cover terms in email headers?

Yes

Does the search panel reflect whatever filters have been put in place?

Yes

For the related items, can an admin choose to vary the icons?

Yes

If you select a child choice, will a parent choice be automatically selected?

Yes

In a pivot can you group by search term reports?

Yes

In a pivot chart can you group on search term reports?

Yes

In dtSearch can you create a customized data set to be indexed via custom saved search?

Yes

Is there a default imaging profile?

Yes

Can you automatically change a pivot chart to a stacked bar chart or switch the orientation from vertical to horizontal?

Yes, just click on the three bars in the upper right.

Can you mass edit related items?

Yes.

Can you mass delete redactions?

Yes. Click the trash can icon.

How can Yes/No fields be displayed?

Yes/No elds can be displayed on layouts as drop-down menus, radio buttons, or checkboxes.

What are the three possible values of a Yes/No field?

Yes/No field displays in one of three possible states: Yes, No, or Null. • Yes: Box is checked. • No: Box is unchecked. • Null: Box is filled in with a shaded blue square

What can be accessed with 'Add Condition' in the search panel?

You can access different fields and search indexes in your workspace from the Add Condition drop-down menu.

How many batches can you check out at a time?

You can only check out one batch at a time. However, a system admin can assign you multiple batches at once.

Can a pivot be run with Group By only?

You can run Group By on its own if you wish to only get results on a single field.

How many choices can be selected on radio buttons?

You can select only one choice on the Designation single choice field radio buttons

What are the two modes in the saved search browser?

You can toggle the Saved Searches browser between two modes: Search Folder Tree and Search List.

What operators are used in a keyword search?

You can use Boolean operators (AND, OR, NOT) in keyword searches, quotation marks for exact matches, and asterisks (*) for wildcards.

Can email thread visualization be used in the standalone viewer or the undocked viewer?

You can use email thread visualization in both the standalone viewer, and the undocked viewer.

How can you search for terms near the first or last work in a document using dtSearch?

You can use the terms xfirstword or xlastword to limit a search to the beginning or end of a file, respectively. Apple w/5 xfirstword - Returns documents where "Apple" appears in the first 6 words of a document. • Apple w/5 xlastword - Returns documents where "Apple" appears in the last 6 words of a document.

What index searches are available in the Search Panel?

You will have one or more of the following index searches available: • Keyword • dtSearch • Analytics

What features help speed up your doc-to-doc review speed? (Select all that apply.) a. Save & Next b. Apply All c. Copy from Previous d. Contextual help

a c

Where can you access the Choice Editor? (Select all that apply.) a. Choices tab b. From a Layout c. Fields tab d. Workspace Security pane

a b

How do you search for a single character or multiple characters in Lucene index?

ou can search for single characters with ? and multiple characters with *.

What are the requirements for a password?

• 8 characters minimum (maximum 50) • Include the following: − 1 lowercase letter − 1 uppercase letter − 1 number − 1 non-alphanumeric character

What are display types for a pivot chart?

• Bar: Rectangular bars with lengths proportional to the values they represent. • Stacked Bar: Rectangular bars with internal segments to compare parts of a whole. • Pie: Circular chart divided into sections to illustrate each value. • Line: Compares two values plotted along the vertical and horizontal axes. • Table: Displays results in a grid organized by rows and columns.

What two options exist for dictionary searches?

• Fuzziness Level: Select a value from one to ten to determine the degree of variation in the terms returned. A larger number returns terms with more variation. This option is independent of the fuzziness (%) character that you can enter in the textbox on the Dictionary Search dialog. • Enable Stemming: Check the box to return grammatical variations of a word. For example, a search on "apply" returns "applying", "applies" and "applied." This option is independent of the stemming (~) character that you can enter in the textbox on the Dictionary Search dialog.

What does the markup navigator show?

• Redactions and highlights users created in the document. • References to their page numbers. • References to parent markup sets.

What fields are shown in the textual near duplicate view?

• Textual Near Duplicate Principal - Identifies the principal document with a "Yes" value. The principal is the largest document (as measured by amount of text) in the duplicate group. It acts as an anchor document to which all other documents in the near duplicate group are compared. • Textual Near Duplicate Similarity - The percent value of similarity between the near duplicate documents in a given group and their principal document. • Textual Near Duplicate Group - Identifier for a given group of textual near duplicate documents. If the document contains text but does not match with any other document in the data set, this field is empty. Documents that only contain numbers or that do not contain text will have the Textual Near Duplicate Group field set to Numbers Only or Empty, respectively.

Shortcut for First Document?

Alt+Home

Where is the document browser menu and what does it do?

Controls whether browser displays folders, saved searches, tags, or clusters.

Where is the view bar and what does it do?

Controls which documents and fields are displayed in the document list.

Shortcut for Select All?

Ctrl+A

How can you reorder choices?

If you have add and delete permissions, you can reorder choices by dragging and dropping them from the dotted lines to the left of the name.

What mode can you redact or highlight in?

Image mode.

Where do you review tags?

In the field tree browser.

When you reach the end of a set of documents you are coding what does the 'Save and Next' button change to?

'Save and Back'. Clicking on it takes you back to the document list.

What matches any numbers or characters in dtSearch?

*

What is one of the image formats a pivot chart can be exported as?

.png

What are the two options in the search panel?

1. Add Condition 2. Add Logic Group

What are the two main options in an imaging profile?

1. Basic Imaging Engine Options 2. Native Imaging Engine Options

What the types of redactions?

1. Black box 2. Text box. 3. Cross out 4. Full page 5. White box. 6. Inverse 7. Mass

What are the Core Review Interface areas?

1. Document View Selector 2. Viewer 3. Navigation Bar 4. Layouts 5. Related Items Pane / Toolbar 6. Persistent Highlight sets

What are the three basic ways to run a search in Relativity?

1. Filter icon over the document list. 2. Saved searches. 3. Search panel - conditional search

What can data be searched in Relativity?

1. Filtering 2, Keyword search 3. dtSearch 4. Conditional searching 5. Analytics

How do you access keyword expansion?

1. From the document view: a. Select an Analytics index from the index drop-down. b. Click the Expand link. c. Type in the term to expand upon. d. Click the Expand button.

What are the options under Basic Imaging Engine Options?

1. Image output quality - dpi 2. image format 3. basic image size

What are the email recipients for an imaging set notified of?

1. Job completion 2. Job completion with errors 3. Fatal errors 4. If there are no workers avaiable for the imaging job.

What information is shown when you hover over a cluster?

1. Matching documents. 2. Documents 3. Subclusters 4. Coherhence score.

What are the options for an imaging set?

1. Name 2. Data source 3. Imaging profile 4. Email notification recipients.

What are the required fields for a pivot profile?

1. Name 2. Object Type 3. Display 4. Chart type 5. Chart Orientation 6. Sort On 7. Sort Order

What are the options for Native Imaging Engine Options?

1. Native Image Output Quality 2. Native Image Format 3. Automatically detect and render color pages to JPEG.

In the Image Information section of an Imaging Set, what are the options?

1. Native and Basic 2. Basic Only The first option will try to image a document using the native settings for a file. If the native is unavailable it will just use the basic image setting.

What options exist for imaging emails?

1. Orientation 2. resize images to fit page 3. resize tables to fit page 4. download images from the internet 5. clear indentations 6. display SMTP addresses. 7. show message type in header

What other kinds of documents are there options for in an imaging profile?

1. Presentation 2. Word processing 3. HTML

What are the three main modes of Relativity?

1. Relativity Home 2. Case Workspace 3. Core Reviewer Interface

What three things does each view control?

1. Sort order 2. Which documents are returned. 3. Which columns are displayed

What are the four different roles Relativity can be configured for?

1. System admin 2 Infrastructure admin 3. Project Manager 4. Document reviewer

What are the five areas of the workspace?

1. View Bar 2. Browser 3. Tab Strip 4. Search panel 5. Items List

Name three ways to search in relativity.

1. keyword 2. dtSearch 3. analytics

Where is the dashboard dropdown and what can do you there?

1. you can create a new dashboard here.

What is the zoom range?

10 to 500 per cent.

Where is the save as search button? What does it do?

13. Save your current search conditions on your list as a new saved search.

Where are Total Items listed?

14. Displays the total number of items in a set.

How long does the reset password option in an email to reset your password last for?

15 minutes.

Where are dashboard functions? What do they do?

5. Where you can your current dashboard.

What are the maximum number of characters in a password?

50 characters.

What matches any single character in dtSearch?

?

Who associates a user to group?

A admin associates a user to a group, and then a workspace.

What is a custom page configuration?

A dashboard.

What is a Document ?

A document is a record within a Relativity workspace.

What is a document?

A document is a record within a Relativity workspace.

How do you compare very similar documents?

A helpful way to identify these differences is to use the Relativity Compare feature. To compare documents, the Compare field ( ) must be present in your view.

What happens if you click on part of a pivot chart?

A list of the given documents is displayed.

What will happen if you ctrl click multiple clusters and click apply?

A new condition will be added to the search panel.

How is a required field marked?

A required field is marked by the orange line to the right of the field name.

What is a Batch ?

A static set of documents split into multiple document sets based on admin-set criteria

What is a batch?

A static set of documents split into multiple document sets based on admin-set criteria.

Can a user access the Choices tab?

A system admin may grant access to the Choices tab where new choices will appear in the Choices List by selecting the See All Choices link.

How do you enter a proximity search in a Lucene search?

A variation of this is a proximity search in which the syntax specifies the distance between two terms. So a search for "treasure box"~2, will find "treasure in a box" and "box of treasure", but not "treasure of priceless diamonds in a box"

What shortcut key do you press to save your changes on a coding layout and move to the next document?

ALT + Enter

What shortcut key do you press to enter edit mode?

ALT + the space bar.

Can special characters be search for in a Lucene search index?

All characters except for special characters can be searched. Data Grid will interpret these as spaces.

Are all near textual dupes with a score of 100% principals?

All principals will have a score of 100, as they are by definition 100% similar to themselves, however, not all documents with a score of 100 are necessarily principals.

Shortcut for Page Down/Next Image?

Alt+Right Arrow

Shortcut for Save?

Alt+S

Shortcut for Copy From Previous?

Alt+Shift+Z

Shortcut for Edit?

Alt+Space

Shortcut for Previous Highlight?

Alt+Up Arrow

Shortcut for Switch to Viewer Mode?

Alt+V

Shortcut for Cancel?

Alt+Z

When sorting and filtering what do you need to be mindful of?

Always be conscious of the folder and view you have selected, as these selections will impact sorting and filtering results.

What does viewer mode display in the core reviewer interface?

An HTML rendering of the document.

When is an additional light bulb present in the persistent highlight set?

An additional light bulb will also be present if the current document is being viewed as the result of a search in order to see the search term hits.

How many fields can be displayed in a view?

An unlimited number.

What is auto recognition in dtSearch?

Auto-recognition is a search index setting enabled by a system admin, which provides you with the ability to search for various date formats, email addresses, and credit card numbers.

What is the purpose of the auto search option?

Auto-run Search is On by default. With Auto-run Search set to On, each condition that you select from the searching panel causes the page to auto-refresh and display updated data. You can leave Auto-run Search set to Off if you prefer to manually apply any new conditions as you add them to your search.

What does auto-run search for the search panel do?

Auto-run Search is On by default. With Auto-run Search set to On, each condition that you select from the searching panel will cause the page to auto-refresh and display updated data. You can leave Auto-run Search set to Off if you prefer to manually apply any new conditions as you add them to your search.

Will stemming return irregular variations of a verb?

Because stemming only works with the root word, it generally doesn't return irregular variations of a verb. For example, a search on "run~" would not return "ran."

What objects can the search panel be run on?

Both document and dynamic objects. - such as the fields object.

What does the field tree browser do? Which icon do you click on to access it?

Browse your documents according to how they were coded or grouped

What options do you have when you edit a choice?

By clicking the Edit icon next to an existing choice or by clicking Options for a new choice, you are presented with the following fields in the Edit Choice form: • Name • Order • Highlight Color • Relativity Applications • Keyboard Shortcut

How do you open a workspace? a. Select the workspace eld button. b. Click the workspace button. c. Click the workspace name. d. Select the workspace name from the user drop-down.

C

1. Which of the following is a valid password? a. DestiNation2 b. locomotion123! c. CJ4Ever! d. TheQuest@89

C,D

What does a CONTAINS search run on?

CONTAINS leverages a full text index built upon the Extracted Text contained in the documents you are searching. Depending on how your workspace is configured, other useful metadata may be included.

Where is the document list and what does it do?

Central location for viewing and acting on your documents.

Can certain native files be restricted?

Certainv`document types may be restricted from native view by a system admin. In these situations, you can't open the document in its native application.

What is a choice?

Choices are predetermined values that are applied to Single and Multi-Choice List elds.

What is a Choice ?

Choices are predetermined values that are applied to Single and Multi-Choice List fields.

What are the two types of cluster visualizations?

Circle pack and nearby clusters.

what does the Save Pivot Profile option do?

Create a new Pivot profile or replace an existing one.

What does the remove option in the properties section of the Pivot options pane do?

Delete the widget.

Are you warned when a document is skipped?

Document skip does not warn you when a document is skipped. If another user codes one of your documents, the document no longer appears in your view.

Can a user enable document skip?

Document skip is controlled by admins. You must be assigned the ability to use document skip.

How do you edit or add new choices?

During review, you may need to edit a choice or add one directly to a layout. Click the Manage link to add or edit a choice on-the-fly using the Choice Editor.

Is there a relational field for Find Similar documents?

Even though results for Find Similar Documents are displayed in the lower-right corner of the screen, there typically is no relational field for this feature (and therefore no related items icon at the of the layout).

What is the criteria for the textual near duplicate view?

Exact syntax and word order are heavily considered during this analysis, unlike the conceptual analytics tools discussed later in this workbook. For

What does the maximize option in properties section of the Pivot options pane?

Expand the widget dimensions to fit the entire document list screen. To revert the change, return to this pane and select Restore.

What types of fields can be the OCR destination field?

Extracted Text and other long-text fields can be selected as your OCR destination field.

When you launch email threading visualizaton in the standalone viewer, the viewer is in synced mode by default. True or false?

False

You can apply a Favorite by selecting the star option from the user drop-down. True or false?

False

Which two options in the browser does a user not normally have access to?

Field tree and clusters

What can keyboard shortcuts be assigned to?

Fields and choices.

What is a Field ?

Fields are used to store document metadata or coding information within Relativity.

What is a field?

Fields are used to store document metadata or coding information within Relativity.

What web browsers support Relativity?

Firefox 40+ Chrome 44+ IE 10+ Safari 7.1+

In a pivot profile what are the options under group by date?

Group By Date - a drop-down menu providing the three date values for the Group By field: Date - displays the date with day, month, and year. Year - displays only a year value. YearMonth - displays the year and month values.

What caption appears when you hover over a cluster in a circle pack visualization?

Hovering over a cluster will bring up a caption showing matching documents (those within the criteria of a filter or view for the cluster visualization - [conversely - the Document Breakdown pie chart in the corner shows the percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set] ); the total number of documents; the number of subclusters; and a coherence score. In a nearby cluster, a similarity score will also be shown.

Which takes longer, a CONTAINS or a IS LIKE search?

IS LIKE

Does a user receive a notification if a persistent highlight set is modified?

If a system admin edits a persistent highlight set while another person is using it, the individual receives a notification that the set currently in use is undergoing modifications and will appear differently in the panel the next time he or she logs in and launches the viewer.

What happens if you try to switch layouts without saving your changes?

If you try to switch layouts without saving your coding decisions, you will be prompted to save.

What does the dithering algorithm do?

It determines the image quality when color pages are converted to tiff images.

What is the maximum number of occurences of a term that dtSearch will display?

It displays up to a maximum of 2,000 occurrences of the term, and the number of documents containing it.

What is Propagation?

It is used to automatically force a coding value to a specified group of related items. For example, you can code a document as Responsive and have that value propagate to the document's family members, duplicates, and/or entire email thread.

What is necessary in order to redact a document?

It must have an image.

How many cluster visualizations can be added to a dashboard at a time?

Just one.

From where can you view a list of keyboard shortcuts?

Keyboard shortcuts legend

Which indexes automatically populate?

Keyword and Lucene, but not dtSearch

Wheat is a layout?

Layouts are web-based coding forms where users can view and edit Document eld values.

What is a Layout ?

Layouts are web-based coding forms where users can view and edit Document field values.

Can all fields use the Copy from Previous feature?

Layouts can include the Copy from Previous feature. Copy from Previous enhances review by providing the ability to code the current document using values from the immediately preceding document. Only specific fields enabled by a system admin are able to be copied with this feature.

Where is the tab strip and what does it do?

Lets you navigate between sections of a case.

What viewer mode should you select to see a document's extracted text?

Long text

Where are Lucene search indexes stored?

Lucene search results are stored in a SQL cache table, which lets you re-run the search faster later.

Can you run a RegEx search in a Lucene index

Lucene searches support Regular Expression searches. Your Regex search must be inputted between forward slashes.

How do you run Regex search in a Lucene index?

Lucene searches support Regular Expression searches. Your Regex search must be inputted between forward slashes.

What does the Edit Pivot option do?

Makes changes to the Pivot settings configured previously in the Pivot Settings pop-up.

How does the password two factor login work?

Navigate to the Relativity site. Log in with your password. An Authenticate Login dialog appears. The system immediately emails you a passcode. Enter that value in Passcode.

Are duplicates of child documents coded through propagation?

No

Does Lucene search support stemming?

No

What feature allows you to use conceptual analytics?

One simple way to use conceptual analytics is with a feature called Keyword Expansion. You can enter a word (or longer passage of text) and retrieve conceptually related terms. Note that "conceptually related" doesn't mean that the results will be synonyms of the submitted text. Instead, Relativity will return terms that are associated with your search words and terms that are about the ideas they represent within your document set.

What can cluster visualization be run on?

Only clusters that already exist.

Can all field be used in the Group by setting in a pivot chart?

Only fields that are Pivot-enabled on the Field page are available in this list.

How many cluster widgets can be on a dashboard?

Only one cluster visualization widget can be added to a dashboard at a time.

What searches can be run with the keyword index?

Operators: AND OR NOT Exact Phrase Wildcard

What searches can be run with the Lucene index?

Operators: AND OR NOT Exact Phrase Wildcard Fuzzy searching Proximity Regex

What searches can be run with dtSearch?

Operators: AND OR NOT Exact Phrase Wildcard Fuzzy searching Proximity Regex Wildcard any single character? Word stemming ~ Proximity firstword lastword Index and search special characters configure stop words and alphabet file email, credit card and date Range searching, text fields Range searching, date and numeric fields

What color will the filters icon turn when filters are activated?

Orange

What does Page Size for a Pivot Profile determine?

Page Size - determines the number of sets per page in Pivot chart and/or graph. Depending on the display specifications you set, you may want to make this value low.

What are eight ways to log into relativity?

Password only Password: two factor Active Directory Integrated Authentication Client Certificate RSA OpenID Connect SAML 2.0

Where is the mass operations bar? What does it do?

Perform mass ops on some or all docs.

What are the three options under display in a pivot profile?

Pivot Grid Pivot Chart List

Can you pivot on any field?

Pivot On - the Pivot On field in your profile. Only fields that are Pivot-enabled on the Field page are available in this list.

What are the options for the pivot on date?

Pivot On Date - provides the same three dates for the Pivot On field as found above on Group By, with the addition of the following: Month - displays only a month value. Month is only available in Pivot On if your Group By field is also a date.

What are the options on the Pivot Settings menu?

Pivot Settings menu contains the following options: Pivot Profile, Group By and Pivot On, Sort On, and Default Display Type.

Name the two fields that are used to define the vertical and horizontal axis of Pivot reports.

Pivot on; Group by

What types of widgets are available?

Pivot widgets (bar graph, stacked bar graph, pie chart, line chart, or table. Cluster widget

What is the name of the viewer?

Relativity Web Client Image Viewer.

What can Lucene Search be run on? What needs to be enabled for a Lucene search?

Relativity allows users to use Lucene Search in on long text fields stored in Data Grid. So if your workspace is enabled for Data Grid, in the Search panel you click Add Condition, and then select Index Search. When the separate Index Search window opens you select Lucene Search.

What is a Group ?

Relativity users are organized by groups and may be associated with more than one at a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to workspace.

What is a group?

Relativity users are organized by groups and may be associated with more than one at a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to workspace.

What happens if a document file type is covered by an imaging profile?

Relativity will inherit the current settings for the file.

What types of searches can be run in dtSearch?

Relativity's dtSearch engine provides advanced search functionality such as proximity, fuzzy, and stemming searches, as well as basic features such as Boolean operators and wildcards.

Where do you create a new pivot profile?

Select the Pivot Profiles tab, and then click New Pivot Profile. The Pivot Profile Information form appears with required fields in orange.

What is an option what will cause an inverse redaction to applied?

Selecting the highlighter after an inverse redaction has been designated.

What does the Pivot on Results returned field allow you to do?

Show a fixed number for the top or bottom entries in a field?

What does the switch series check box on a pivot profile do?

Switch Series - switches the Group By and Pivot On fields' positions.

How can the Choice Editor be accessed?

The Choice Editor can be accessed from the Choices tab or through a layout. Choice permissions are controlled by admins, and you must be assigned the ability to manage choices from either of these locations in the workspace.

What does the Favorites menu contain?

The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages in your browsing history (Recents).

What formats does Image mode show a document in?

The Image selection will display a TIFF or JPEG version of the document.

What is the review batches tab and what five fields can you view there?

The Review Batches tab contains all the batches you can access. After clicking on the Review Batches tab, you also see important information about your batches, such as the batch name, batch status, who it's assigned to, the batch size, and if it has been reviewed.

What does the Rank field in dtSearch indicate?

The Sort by Rank option doesn't have any functionality in dtSearch. All documents returned have a rank of 100%. To learn more about the Rank column, see Running a concept search in the viewer. To learn more about the Rank column, see Running a concept search in the viewer in the Searching guide.

What character is used for fuzzy searches in dtSearch?

The percent sign (%) is the character used for fuzzy searches. The number of percent signs used indicates how many characters in the search term will be ignored by the dtSearch engine when it runs the query. The position of the % indicates the number of characters from the beginning of the term that must match exactly with words in the result set. The following search strings illustrate how this character is used: • app%ly - Indicates that a matching word must begin with "app" and differ from "apply" by only one character. • a%%pply - Indicates that a matching word must begin with "a" and differ from "apply" by only two characters.

What is the default redaction setting?

The redact drop-down defaults to the black box redaction.

What does sliding the depth setting back and forth show?

The subclusters inside individual clusters.

What field types is the text box filter available for?

The textbox filter type is available for the following field types only: Fixed-length Text Long Text

What are the sections of a view bar?

The view bar consists of the following sections: • Views. • Include Related Documents.

Are conceptual keywords based on an external dictionary, or on a specific document set?

The words returned for "thanksgiving" are not the same words that were listed in the previous example email to Grandma. Remember, all conceptual analysis is specific to the documents being analyzed. Instead of using a synonym list or external dictionary, the relationships between the terms are defined by the documents themselves.

Does propagation travel through multiple relational groups?

There are limits to propagation, and it will not travel through multiple relational groups. For example, propagating a coding decision to an entire family will not code all duplicates of the family documents as well.

What are the three different batch statuses?

There are three different batch statuses. Batch status indicates what state a batch is in. • Null: The batch is currently inactive. • In Progress: The batch has been checked out, but not yet checked back in. • Completed: The batch has been checked in as completed.

Where is the search panel functionality available?

This functionality is also available from the search builder when you create a saved search from the Documents tab, or from the Saved Searches browser.

What is the purpose of batches?

To ensure that each document is only reviewed by one person.

How do you exit a workspace?

To exit a workspace and return to your list of available workspaces, you can either click Home from the user drop-down menu or click the Relativity logo in the top- left corner

How do you launch a dictionary search?

To launch the dictionary search, click the dictionary link to the left of Search Terms text entry box.

How can all conditions be removed from a search panel?

To remove all conditions from the search panel, click Clear All Conditions.

What does native mode show?

To the right of the Viewer radio button is the Native radio button. By selecting the Native mode, a document will open using the document's native application. For example, an Excel file would launch a new window displaying the document in Excel. This option is only presented if a native document has been loaded.

How does the client certificate login work?

To use this method, you must have a configured smart card and a computer with a smart card reader. Your system admin provides you with: a personalized smart card a PIN a smart card reader the client certificate name the client certificate button name

What kind of documents can linked be added in?

Transcripts - but the links can go to any other document types. All links in a transcript will appear in the related items pane.

What is the maximum number of fields that can be added to a view?

Unlimited

How is the current document shown in email thread visualization?

Upon clicking the email thread visualization icon, the email thread visualization pane expands to display the email thread group of the currently opened document. This document is outlined in gray, and displays as larger than the unselected documents in the thread. If the current document is an attachment or duplicate spare, the parent that holds that attachment or duplicate spare will be outlined in gray.

What determines the horizontal axis of a pivot report?

Use Group By to define the horizontal axis of the Pivot report.

What determines the veritical axis of a pivot report?

Use Pivot On to break down the totals displayed in each row. This field acts as the vertical axis of the report.

Where is the sampling button and what does it do?

Use sampling to create a randomized sample of the documents.

How do you create a pie chart which only shows the top five custodians?

Use the Group by Results Returned option

How do you run a concept search in a viewer?

Use the following steps to run a concept search in the viewer: Open a document in the Relativity viewer. Highlight a section of text. Right-click on the highlighted text. Select Analytics, and click Concept Search.

How does the text box filter work?

Used to search on specific terms, numbers, and dates. You can enter multiple terms connected by any of the following operators: • AND • OR • IS SET • IS NOT SET • BETWEEN • = (equal) • >= (greater than or equal to) • <= (less than or equal to) • % (to filter for NOT null)

What is a User ?

Users are individuals who have access to the Relativity environment.

What is a user?

Users are individuals who have access to the Relativity environment.

How does the Multilist filter work?

Uses multiple conditions from a drop-down menu. You can connect the conditions with the OR or AND operators.

What are pivot profiles?

Using Pivot profiles, you can create, save, and edit custom Pivot settings to use at any time. Once saved, these profiles are accessible via a drop-down menu in the upper left corner of the item list.

Where is the document view selector? What are the options?

View Native Image Extracted Text

What is shown in the view bar?

View menu - select a view or click the icons to edit or delete a document view. Related items menu - select whether to display related items to the documents displayed (e.g. Families, duplicates)

What do views control?

Views are created to control: • Items displayed in lists, based on a set of specified criteria. • Fields of information related to displayed items. • The default sort order of the items.

What is a Views ?

Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view.

What does heat mapping show?

Which of subclusters most closely represent the conditions of the filter?

How is each column treated when filtering data?

While filtering on multiple columns, each filter is treated as an AND operator.

How do you find similar documents in Relativity?

While in the core reviewer interface, right-click on the viewer of the current document, then click Find Similar Documents on the contextual menu. Your results display in the Search Results pane in the lower-right corner of the screen. To navigate to one of the returned documents, simply click its link in the Control Number column.

Can you filter saved searches?

Within the Search List, you are able to filter the saved searches using the Name and Path fields, as well as copy, move, or delete searches, and finally, email a link to a saved search.

How can you change the highlight color?

You can choose a color from the Highlight drop-down

How do you determine if an email is inclusive?

You'll note that email #2, in addition to containing some new information, also includes all of email #1. Consequently, email #2 is the inclusive email of this thread. As such, it would not be necessary to review email #1, as it is non-inclusive; all of its information can be accessed elsewhere. Please note the following about inclusive emails: • An email thread may contain more than one inclusive email. This often occurs when a conversation branches out into parallel conversations. • An email might be inclusive because of its attachments. Consider the previous two examples again. If email #1 had an attachment that email #2 did not have, then both emails would be considered inclusive.

What does left clicking on a cluster do?

Zoom in on the cluster.

What do views control? (Select all that apply.) a. Items displayed in lists, based on a set of specified criteria. b. Fields of information related to displayed items. c. The number of items displayed per page. d. The default sort order of the items.

a b d

What options are redaction tools? (Select all that apply.) a. Inverse b. White box c. Gray box d. Textbox

a b d

Match these terms to the correct de nition: View, Field, Group, Layout a. Stores document metadata. b. Organizes a system of users. c. Displays lists of items. d. Holds elds and choices.

a. Field b. Group c. View d. Layout

How do you perform keyword expansion from within a document?

a. Highlight the word(s) you wish to expand upon in the viewer. b. Right-click on the document and select the Analytics | Keyword Expansion menu option. Your highlight term(s) are automatically submitted, and your results will display in the pop-up window

What happens when you click on an individual cluster?

after you click apply a filter will be added and a list of just the documents in the cluster will be shown.

What keyboard shortcut must include one of which three keys?

alt ctrl shift

What search indexes can be used for Search Term Reports?

dtSearch and Lucene search indexes can be used in Relativity for Search Term Reports.

Where are the earliest emails in the thread visualization?

earliest emails in the thread group appearing on the left

What are the options for the visibility of markups?

full visibility, transparent, and hidden.

What is the saved searches browser in Relativity?

holds all of the saved searches in your workspace. The Saved Searches browser provides you with the features used to create, organize, edit, and interact with saved searches.

In a keyword search what happens if you search for two words not in between quotation marks?

if you wish to search for the phrase "brown fox," the query must be submitted with quotes. If quotes are not used, keyword search will interpret this as a search for the word "brown" and the word "fox" anywhere in the document regardless of location.

What is the status of a newly created choice?

it appears at the bottom of the list of choices as well as selected in the field on your layout.

What does the advanced option for list filters allow a user to do?

lick the Advanced option in the list filter drop-down to launch a pop-up where you can more easily select items in the list and use additional operators such as filtering for items that do NOT contain certain field values. Click Apply to apply the specified filter conditions to the field.

What can a Lucene search be run on?

long text fields stored in Data Grid

Where is the save as search button?

next to the mass operations drop-down at the bottom of the document list

How do you search for phrases in Lucene search?

phrases must be surrounded with quotes

What do each of the icons to the left of the document list controls do?

reset column sizes. show/hide filters Clear filters turn grid style on / off

How can you edit, copy, delete, or email a saved search?

right click on the saved search

In a pivot profile what does the object type field determine?

the object type you would like this profile to appear under.

What is the default highlight color?

yellow

How many choices can be selected on checkboxes?

you can select multiple issues with the Issues multiple choice checkboxes. For instance, a Designation eld might have choices such as Responsive or Not Responsive

In dtSearch what characters are used for range searching on numeric fields?

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Where do you visualize clusters?

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