Relativity PM Manual Add 10.0

Max number of files that can be uploaded with Simple File Upload

- 100 - This is an instance level setting that can be adjusted (This is the drag-and-drop file upload accessible from Workspace)

Analytics ... Structured Analytics ... Email Threading Fields

- <Structured Analytics Set prefix>::Email Author Date ID - <Structured Analytics Set prefix>::Email Threading ID - <Structured Analytics Set prefix>::Email Thread Group - <Structured Analytics Set prefix>::Email Action - <Structured Analytics Set prefix>::Indentation - <Structured Analytics Set prefix>::Inclusive Email - <Structured Analytics Set prefix>::Inclusive Reason - <Structured Analytics Set prefix>::Email Duplicate Spare - <Structured Analytics Set prefix>::Email Duplicate ID - <Structured Analytics Set prefix>::Email Thread Hash

Mass Editing using Email Thread Visualisation ... behaviour/description Also, how are duplicate spares and attachments coded during Mass Edit in Email Thread Visualisation?

- A green circle with the number of items selected for the node displays in the top right corner of the icon for the selected node. A total number of items is displayed in the Edit button - 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 the green circle. The Edit button displays the total number of emails / attachments / duplicate spares currently selected for your review.

Event Handler Express ... definition

- Ability to define validation rules for fields available in Relativity layouts - With this application, you create Pre Save event handlers that perform validation when the user clicks the Save button on a layout

Coding highlighting mismatch ... behaviour/description

- An *email* where the coding highlighting for its related *duplicate spares* *OR* *attachments* does not match displays a red exclamation point icon in the top left corner - Available for Single Choice or Yes/No fields - For that node only

Transcripts Report types and definitions

- Annotation Digest - A PDF with the selected annotations and: = Transcript Name = Type of annotation with total number of annotations selected = Individual representations of each annotation with corresponding page and line numbers = Case Dynamics items = Time and date of digest generation - Key Terms Report - A PDF with the chosen key terms that contains the following information: = Case Name and Transcript Name = List of key terms = Individual representations of each key term with corresponding page and line numbers, including the additional lines above and below the term = Time and date of digest creation

RDC export ... Text and Native File Names ... options

- Append original filename [checkbox] - Named After = Identifier = Custom - option for DOCID/BegBates then delimiter then Text/Field

Imaging ... Application Field Codes ... definition

- Application Field Codes is how Relativity refers to fields that Microsoft documents use to store document data. - For example, [Date] is a field code in Microsoft that shows the date of document creation. Excel and PowerPoint refer to these fields as header and footer, Word refers to them as field codes = When imaging Microsoft application documents in Relativity, field codes embedded within a document can contain incorrect or irrelevant information. The imaged field code functions as it should, but instead of using the original Date, for example, the field code captures the date the document was imaged within Relativity instead of the date the document was actually created. By creating Application Field Codes in Relativity, however, you can determine how various field codes appear on imaged documents.

Widget ... display types

- Bar chart - Line chart - Pie chart - Table

RDC export ... Metadata ... Data File Format ... options

- CSV - DAT - TXT - HTML

Relativity Integration Points ... Profile ... description/behaviour

- Create RIP just as you would normally, can save as Profile - Only difference after you save the profile, you don't have the option to run it

Relativity Desktop Client (RDC) ... Import ... Document Load File ... load file formats

- DAT - CSV - TXT

Inventory filters ...

- Date Range - File Size - Sender Domain - Source - NIST - Location

ECA to Review ... Filter based on ...

- Date range - File type - Custodian keywords - Custodian emails - Cluster visualisation

Relativity Integration Points ... Source - Load File ... Import Type ... options

- Document Load File - Image Load File - Production Load File

Communication Analysis ... Links / Nodes ... definition and colour

- Each entity is represented by a blue circle called a node. Nodes are sized based on the number of times the entity appears in the Entity From and Entity Recipient document fields, which represents the total amount of communications the entity was involved in. - Links are the gray lines that represent the communication between two entities. The width of the link between two entities is based on the amount of bidirectional communications between the two entities. In other words, the link width represents the number of documents where EntityA/EntityB lives in the Entity From field and EntityB/EntityA lives in the Entity Recipient field.

Email Threading Display field ... Thread Group in the related items pane ... behaviour

- Email Threading Display field automatically appears when viewing the Thread Group in the related items pane. - You can also add the Email Threading Display field to any other view in Relativity

Dashboard .. exports in what format

- Export the Dashboard (pivot charts and cluster visualisation images) on your dashboard to Excel. - Cluster visualisation images are a PNG image of the visualisation.

Relativity Desktop Client ... Export Error Report ... format/definition

- Exports CSV file with summary of errors - Different than Export Error File .. which is the DAT of errors

Update Ranks ... Score ... behaviour

- In order to update ranks, you must specify the responsive cutoff. This value determines the minimum rank needed for a document to receive a responsive categorisation. - *Inclusive* - If lowest document at 45, then set at 45

<Structured Analytics Set prefix>::Email Thread Group ... definition

- Initial nine characters of the Email Threading ID. This value is the same for all members of an Email Thread Group which are all of the replies, forwards, and attachments following an initial sent email. This field is not relational. - Emails must have the same Email Thread Group in order to be email duplicate spares. Please note that a differing "Email To" alias would cause two otherwise duplicative emails to end up with different Email Thread Groups.

Case Dynamics - what kinds of Report Sets are there?

- Master Report - Offline Report Also, can export Timeline Report, Outline

Steps for creating new clusters

- Must have Conceptual Analytics index - From browser select documents to cluster - Mass Action --> Cluster

Relativity Integration Points ... Copy Images YES ... behaviour with field mapping and natives

- No native copy - No field map- only DOCID / Object Identifier

Relativity Desktop Client (RDC) ... Import ... Image/Production File ... load file format(s)

- OPT [Opticon] format files - Log - TXT last two can be formatting in Opticon format (???) so caution if this question is on test

Case Dynamics - Offline Report vs Master Report

- Offline Report - You can view Facts, Issues, People, Interview Questions, and Related Documents without Internet access with an Offline Fact report. HTML with links to exported/linked documents. The Documents folder in the .ZIP file is contains sub document fact, issue, people, or question folders, depending on the item type selected in the Offline report settings. In the Documents folder, you can associate documents to the applicable facts, issues, people, or question files. - Master Report - You can select views for exporting. With this report you can select all Case Dynamics views, including user created views, in one operation. This report can come in handy when archiving a case or if you need to review all the items in Case Dynamics. When generating this report, the output is an Excel document with workbook tabs for each selected view.

Relativity Desktop Client / Relativity Integration Points ...Export : Images/Production ... Data File Format ... options

- Opticon - IPRO

Relativity Integration Points ... Copy Native Files ... what options are there

- Physical files - Links - No

<Structured Analytics Set prefix>::Textual Near Duplicate Group ... populated with what

- Populated with DOCID for Textual Near Duplicate Group Principal - This is the field that acts as the 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.

deNIST is set where?

- Processing profile - Inventory filter

Language used for tagging documents in ECA to promote to Relativity

- Promote Designation : Include / Exclude - Designation Reason : Date Range / File Type / Search Terms / Potentially Privileged

Relativity Integration Points ... Destination ... options

- Relativity -- to another workspace - Load file -- to EDDS directory

Legal Hold ... Roles ... Silent Custodian ... definition

- Silent Custodian - indicates that the custodian is a member of the Silent Custodian group. Use this role to place a custodian on a silent hold. By default, the Silent Custodian role has the Do Not Notify tag applied. o Won't receive communications from Legal Hold o Still appears in the Custodians and Custodian Active Projects reports o Are people that you don't want to: = Make aware that they're on a legal hold = Disturb with excess hold communications, such as the company CEO

Email Thread Visualisation ... Highlight Field ... functions with what field types

- Single Choice - Yes/No

Relativity Desktop Client (RDC) ... Export Production Set ... Export Images File Types

- Single Page TIF/JPG - Multipage TIF - PDF

Communication Analysis ... definition and requires what

- The Communication Analysis widget is a dashboard widget for Analytics. - After running the Name Normalisation operation within structured analytics, you can use this widget to visualise communication frequencies, patterns, and networks between the entities linked to the documents in the view. - The Communication Analysis widget queries and renders entity data directly from the Entity From and Entity Recipient document fields populated by name normalisation.

Email Thread Visualisation ... Mass edit ... after selecting node(s) what does the number in the top right of each node mean and what is its colour?

- The number of document(s) in *that node* that will be coded (e.g email [+attachment(s)]) - Colour is green

Report Set contains what, e.g. Report Set Type ?

- Timeline by Criteria Report - Timeline Report - Offline Report - Master Report

Advanced Options when submitting documents for clustering

- Title Format - Max Hierarchy Depth - Minimum Coherence - Generality - Create Cluster Score Field

SAS build options vs Analytics index build options

- Update All Documents[or] - Update New Documents - Repopulate Text [checkbox] vs Incremental /Full build Build index

Email Thread Visualistion ... Coding highlighting mismatch ... will display ! for documents where field is Not Set?

- Yes - Can view coding of dupe spares and attachments from the email icon tooltip window (hover) (also shows sender and date/time)

Can you use Relativity Integration Points to import into a Production Set

- Yes = Source --> Load File [EDDS] = Import type --> Production Load File - Can Export a Production Set to Relativity Folder or Production Set - If exporting to Production Set then production must not be Produced. Does not allow field mapping

Relativity Integration Points ... Copy Images NO ... behaviour with field mapping

- Yes native copy option - Yes field map

Email Thread Visualisation ... Highlight Field ... coding mismatch

- Yes/No or Single Choice - You can also hover over any email to view highlighted coding for duplicate spares or any attachments - Any email where the coding highlighting for its duplicate spares or attachments does not match displays a red exclamation point icon in the top left corner. - Email thread visualization always shows the coding highlight for the master document.

kwe vs kwx

- kwe - saved import settings - kwx - saved export settings

Look at ANX image for Analytics index build scenarios

..

What is the Sort Order for Email Threading view?

1) Email Thread Group - ASC 2) Indention - ASC 3) Email Threading ID - ASC GROUP before individual G [comes before I] I ID

Allow Copy from Previous ... is set how

1) Enable in Layout - set to Yes - from Layouts object/tab not from Viewer+Layout edit *and* 2) Enabled per Field in Layout from Layout editor Will then see 'Copy from Previous' button, greyed out right arrow next to available fields to copy from. If pressed then coding transferred for field(s) and grey arrow turns to green check mark.

Dashboard .. export optional settings

= Dashboard name - selecting this means the name of the dashboard will be included in the export. = Export date and time - selecting this means the date and time of the export will be included in the export. = Show data worksheets - selecting this means the data for the individual widgets will be included in the export (and you can then modify this data). = Relativity logo - selecting this means the Relativity logo will be included in the export. = User Name - selecting this means the user name that created the export will be included in the export. = View Name - selecting this means the name of the view from which the export was generated will be included in the export. = Workspace Name - selecting this means the name of the workspace will be included in the export.

What are the additional options to select in Key Terms report

= Include Entire Question and Answer- select Yes/No to include the nearest question and answer in the selected annotation. = Additional Lines Above & Below - enter the additional lines (up to 10) you would like to include above and below the line where the term is located. = Key Terms - enter the key terms you would like to run the report on, with each term on a separate line.

How can documents with different Batch Unit be in the same Batch?

Added to Batch via Family

Active Learning ... colours on Rank Distribution chart

Blue (Coded Positive Choice) - a document was coded on the positive choice review field. Yellow (Coded Negative Choice) - a document was coded on the negative choice review field. Purple (Not Reviewed) - the documents are within the project's scope, but have not yet been coded and are based on Relativity's predictions. Green (Skipped) - a document was skipped. Red (Suppressed Duplicate) - the documents are suppressed because their learning is taken care of by other textually similar documents.

What stage of processing flattens files, captures metadata, extracts text, and copies the original file to storage?

Discovery

What do the numbers in parentheses next to each field represent after selecting the file encoding in the Relativity Desktop Client (RDC)?

Display order in the load file.

What are the five widgets on the ECA dashboard

Document Volume Current Snapshot Percentage Promoted to Review Incoming Documents Promoted to Review

Email Thread Visualisation ... Coding Highlighting ... always shows the coding highlight for which document?

Email Thread Visualisation always shows the coding highlight for the master document.

Email Threading... Search on what to return all docs in a node?

Email Threading ID

Document Skip ... setup

Enabled/Disabled from User account details page, options are: - Disabled - disables document skip - Force Enabled - forces a user to have skip enabled - Enabled - a user to set up their own skip mode

Event Handler Express ...supports which Document object fields and what kinds of operators

Event Handler Expresses supports five field types, including Current User, Fixed-length Text, Single Choice, Multiple Choice, and Yes/No fields. You can use only the supported operators for each field type when building an event handler. If you add multiple conditions, you can choose to evaluate them as a series of expressions connected by the AND or OR operators

What items can be bulk loaded into Case Dynamics through the RDC?

Facts People Issues

T/F for Relativity Integration Points transfer between workspaces it must be installed on each workspace

False

T/F Relativity Desktop Client ... Production Export ... selected metadata fields to export is from a saved search

False Manually select fields to export

T/F You can upload a transcript video file any time after a transcript is loaded by indicating in the upload dialogue box which transcript it is associated with.

False. Video transcripts must be uploaded at the same time the transcript is uploaded or the two will not sync

Issue views ... what is the sort order and what do the fields mean

Family Order - This whole number field contains the numeric value of parent issues only. Order - This fixed-length text field contains the numeric values for parent and child issues. Family Structure Order - This whole number field helps create the outline structure of all the issues

Build a checked-out documents view

Field - Batch::Assigned To Operator - is logged in user *and* Field - Batch::Status Operator - any of these Value - In progress

Analytics ... Structured Analytics ... Language ID ... for documents with multiple languages, how many are recognised?

For multi-language documents, it returns the top three languages found and their approximate percentages

How to set available redaction text?

Markup Sets ... Redaction text - enter the words or phrases that you want to set as textbox redaction options. To set multiple options, enter each term on a separate line.

Case Dynamics - When creating a Printing Profile it must be attached to one what? What does this determine?

Must select one Object Type, which determines the Field(s) available to include on the printout : - Fact - Issue - Organisation - Interview Question - Outline - Person

Active Learning ... If a reviewer is in the queue, is served a document, skips that document and then later codes the document, is the document considered manually selected?

No. Reviewers can change the coding decision on documents they previously reviewed. These documents aren't considered manually-selected documents.

Export Dashboard ... permission is located where

Other Settings --> Admin Operations

Persistent Highlight Set .. to use with an STR what must be set?

PH --> Source: Highlight Fields *and* select STR STR --> Must be set to Report and Tag

What fields does the Active Learning application create after you set up your project?

Relativity also creates new fields that can be used for custom document list reporting. These include the following: - <Project Name> Reviewers - the name of the reviewer who coded the document. o You can use this field to identify manually-selected documents. Search for documents where the review field is set, but this field is not set. - <Project Name> Reviewers::User- the name of the reviewer who coded the document in the queue. - <Project Name>:: Coverage Review - the 200-document interval in which the document was reviewed in the Coverage Review. - <Project Name>:: Elusion Test - the Elusion Test in which the document was reviewed. - <Project Name>:: Prioritized Review - the 200-document interval in which the document was reviewed in the Prioritized Review.

During an Elusion Test skipped documents are considered...

Relevant

After creating a timeline with Timeline Builder, it can be viewed and edited where?

Report Set

Update Ranks ... also known as

Responsive Cutoff

RDC ... When exporting Folder/Subfolders, how are Selected Columns to export for metadata first selected?

Select a Document View to bring it initial set of fields/Selected Columns

Document Breakdown ... chart description

The Document Breakdown pie chart provides a visual breakdown of documents in the document list below (percentage of listed documents that are found in the visualised cluster set and percentage of listed documents that are not in the visualised cluster set).

What must be true for an Integration Point to be included on the promote list?

The ECA Promote field must be set to Yes on the Integration Point

What reports are available in Transcripts

There are two Digest Reports available; Annotation Digest, and Key Terms

What format is a Case Dynamics Master Report?

This report is an Excel document with separate tabs for each selected View.

T/F Elusion test sampled documents contains .. documents not reviewed and skipped docs

True

T/F Email Thread Visualisation ... the Attachment icon will show multiple papers if a node has more than one attachment

True

T/F The ECA Dashboard doesn't display import jobs run through the Relativity Desktop Client (RDC).

True

Highlight Matches ... circle pack, description

When setting filter conditions in cluster visualisation that match a relatively small number of important documents (e.g., hot documents), the cluster heat mapping displays a very light shade of blue to indicate a low matching percentage within the cluster. Check the Highlight Matches checkbox in the heat map legend to easily identify which clusters contain matching documents no matter how small the matching percentage. Matching clusters are highlighted in orange.

Relativity Integration Points ... transferring images + metadata behaviour

When transferring images to a destination workspace, the field mapping section is disabled because only the control number is required and available in this scenario. If you want to transfer other field metadata, you must create a new integration point without choosing to copy images.

When you begin an Elusion Test and set the Responsive Cutoff, where else is it set?

When you update the Responsive Cutoff value, the value is updated in all three places where it's used in the application: Elusion Test, Update ranks, and Project Settings.

Email Thread Visualisation ... will attachment to a Duplicate Spare be coded if node is selected with mass edit?

Yes

Is Email Thread Group set for attachments?

Yes

Workspace .. Production Restriction ... removed documents will or will not overridden by the Attachment Relational Field?

will not be - documents remain removed after Check for Conflicts --> Remove Conflicts is run