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This library is a complete list of Relativity workflow recipes, broken down by feature sets. These files are also available on the Relativity Customer Portal.
Use the dropdown menu below to select a feature set and explore the related recipes.
Welcome to kCura’s dedicated resource for advice on Relativity. Click here to learn more about our subject matter experts.
Don’t see the advice you need? For a list of existing workflow advice recipes, click here. Otherwise, reach out to firstname.lastname@example.org or call (312) 870-5555 to get in touch with the team.
Those of you who have taken our training courses, followed the blog closely or have heard us speak no doubt are familiar with our assertion that computer-assisted review is not just a helpful tool, but rather an increasingly necessary one as data volumes begin to escalate. We’re not alone in this regard. Judges are becoming increasingly like-minded, and are structuring their discovery rules in such a way that sometimes the only means of compliance is via technology.
For example, let’s consider Judge Paul W. Grimm, United States District Judge for the District of Maryland, and his discovery rules, along with Judge Lorna Schofield’s Individual Rules and Procedures for Civil Cases in the Southern District of New York. They each have similar rules which limit review to only 160 hours. This figure includes:
• Identification and collection
• Searching and analysis
• Review for responsiveness, privilege, and work product
This figure suggests four weeks of review for one person—employing the all too mythical 40-hour work week—or less as the team expands. Now compare these figures to some of the larger cases out there, where hundreds or even thousands of attorneys work weeks or months to push through a production.
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Last month, I had the privilege of participating in a panel at the Technology in the Law Symposium, hosted by McDermott Will & Emery at the Mid-Atlantic Club here in Chicago. The panel, “Predictive Coding Trends and Challenges,” also consisted of:
• Maura R. Grossman, Of Counsel, Wachtell, Lipton, Rosen & Katz
• Jay Leib, Founder and Managing Member, NexLP
• Martha Louks, Discovery Consultant, McDermott Discovery
• Karl Schieneman, President, Review Less
• Geoffrey Vance, Head of McDermott Discovery and Partner, McDermott Will & Emery (moderator)
Before our panel convened, we were extremely fortunate to have an excellent keynote speaker: the Honorable Nan R. Nolan (retired), formally United States Magistrate Judge for the Northern District of Illinois. Some readers may recognize Judge Nolan from her trailblazing order in the Kleen Products case (Kleen Products, LLC, et al. v. Packaging Corp. of Amer., et al., Case: 1:10-cv-05711, Document #412 (ND, Ill., Sept. 28, 2012)).
Judge Nolan is keenly interested in promoting a more cooperative form of advocacy between parties, as per the Sedona Cooperation Proclamation (located here). She also expressed a staunch support for applying proportionality principles as a limiting factor in e-discovery. When questioned about the role technology plays in the process, she was adamant to remind us that the legal standard has always been one of reasonableness, not perfection. Given what we’re seeing in the field, I find this reminder particularly apt, especially for those of us who get lost in the minutiae of the process from time to time.
Welcome to Relativity 8.2. Our newest release includes a lot of new features that extend the platform and help you tackle tough workflow challenges. Over the next few weeks, we’ll highlight these features right here on the blog. Check back often to learn more about what’s new in Relativity 8.2. If you’ve downloaded the most recent version of Relativity Binders, you may have noticed that we’ve made quite a few improvements to our mobile app. Check out a few of the new things you can do:
Optimize reading, navigation, and searching. We’ve improved user experience and everyday interactions within Binders, making it easier for you to quickly find the documents you need. For example, you can now sort documents by title, date, and file type, and conduct quick and easy searches across documents within binders.
Access your documents on any computer or tablet. If you’re on the latest patch of Relativity 8.0 or higher, you can use a web version of Binders that allows you to access your documents through your favorite browser on any computer or tablet. With this web version, you can easily draw, highlight, and add notes just as you always have—but now you can do it on your Android tablet, Mac, or PC. Plus, because your annotations sync across devices, all of your notes and custom lists will be available everywhere, whether you’re on the go with your tablet or at the office on your computer.
Improved administrative controls. We’ve added more administrative options to make Binders even easier to manage. From within Relativity, admins can pick and choose which users within a workspace are able to print and email documents, and they can also add expiration dates to specific binders. When a binder expires, those documents will be automatically deleted from a user’s iPad—even if they’re not connected to the internet—giving you peace of mind about your most sensitive materials.
We’re excited about these updates, and we hope you are too. If you’ve never used Binders before, feel free to download it for free from the Apple App Store and play around with some of the sample data. To learn more about Relativity Binders—and to read our white paper, documentation, and infographic—check out our Binders page.
As always, feel free to contact us if you have any questions.
The collection of electronically stored information (ESI) is a critical task in the e-discovery process, as it dictates the scope of your data universe. The amount of data collected for an e-discovery case has a direct impact on an organization’s network, as well as downstream e-discovery expenses for the processing, review, analysis, and production of the data.
To help you take a more strategic approach to collection, we’ve provided the following answers and insights to a few common questions.
When is a forensic image appropriate over a targeted collection of data?
If there is an investigatory component to the case or a need to recover deleted files, creating a forensic image of a custodian’s hard drive can provide insight into some of the custodian’s actions over time. A forensic image also collects unallocated space on the hard drive where deleted files—or parts of deleted files—may be recovered.
In most civil litigations, it isn’t necessary to collect a custodian’s entire hard drive. The real need is to collect the user-created data of the custodian relevant to the case. Performing a targeted collection is a smarter, more precise way to collect data for most e-discovery cases.
What is the difference between “self-selection” and “self-collection”?
These refer to two different stages of ESI collection. First you need to select what to collect, and then you need to actually collect it.
Welcome to Relativity 8.2. Our newest release includes a lot of new features that extend the platform and help you tackle tough workflow challenges. Over the next few weeks, we’ll highlight these features right here on the blog. Check back often to learn more about what’s new in Relativity 8.2.
Improvements to Relativity Processing in 8.2 make it even easier to process data from the web. In addition, we’ve introduced the Relativity Processing Console to give you access to the full power of the Relativity Processing engine.
Ability to process multiple custodians in a single job.
Processing now allows you to manage multiple custodians and data sources through a single processing set, making it more efficient and easier for you to manage processing jobs. You can also use inventory to filter data from multiple custodians at once prior to fully processing.
Introduction of processing profiles and more intuitive settings.
You now have the ability to create and save different processing profiles to support unique workflows and case scenarios, better aligning Processing with other Relativity Applications. Additionally, a more intuitive user interface offers settings grouped by purpose, along with more robust contextual help.
More flexibility via the Processing console.
The Processing console is a desktop client that provides advanced processing users with more options and control over processing jobs. The console gives you control over individual worker servers, helping to prioritize jobs within a queue to maximize productivity. In addition, it allows you to filter data sets, image files, and QC results, obtain fielded access to all extracted metadata fields for each file, and create custom load files.
In Relativity 8.2, Processing makes it easy for you to manage your processing jobs with the right level of granularity—making your speed to review faster and helping you get what you need out of your data.
As always, feel free to contact us if you have any questions about maximizing your workflows in Processing.
As your business and your Relativity instance grow, it’s normal to feel some disk input/output (I/O) pressure—especially in your database management system (DBMS)—as you strive to accommodate database growth and the volume of transactions. Often, infrastructure managers first experience this pressure when their database backup and consistency check (DBCC) window begins to spill into peak production hours and impacts system performance.
As an immediate workaround, the backup may be paused or a DBCC stopped. This may then become a standard approach to resolving disk pressure, and backups and DBCC become delayed or incomplete. Over time, if the I/O pressure remains unresolved, this erosion to the backup and DBCC schedule challenges continuity capabilities. In the event of a data loss, restore point and restore time objectives become compromised—along with your organization’s peace of mind. Unfortunately, it’s easy to lose data—and almost impossible to rebuild a lost database if backups don’t exist, are taken using the wrong technology, or aren’t maintained properly.
As infrastructure managers, we’re challenged with keeping our systems up and running, and this means preventing any erosion to the backup policy—both over the long term and the short term. We need to ensure that backup capabilities never become degraded. To do that, we need to build an infrastructure that can keep up with critical business continuity standards. The disk subsystems must be robust, and capable of handling the demands of both users and the backup schedule.
So what happens when lost data needs to be recovered?
Released last week, Assisted Review for Relativity 8.2 includes a new sampling methodology to help train your projects faster: stratified sampling. Let’s take a look at how this approach to sampling can help you train Relativity faster and more holistically.
This year, we’ve taken our hands-on Assisted Review workshop across the globe. Attendees in Chicago, London, and New York have joined us to take a deep dive into a computer-assisted review workflow applied to real-world scenarios, with guidance from experts on our team. The session has been well received, and we’re continuing to bring it to new cities. See where we're headed next.
Redactions are a ubiquitous aspect of document review. The challenge is to prepare redacted documents for production in a timely and efficient manner. This recipe will assist the user to OCR redacted documents and export the text, while minimizing unnecessary work.
View this recipe.
This application allows users to load the fields necessary for Processing and to store metadata in your workspace. A script is run so that identically named Relativity Processing fields are mapped to the newly loaded fields.
View this recipe.
Our certification team has been hard at work building new ways to validate our users’ expertise with Relativity. As the Relativity Analytics Expert certification moves into its second year, we’re hearing plenty of questions from users in the field who are anxious to take it.
Constantine Pappas—who frequently works with Assisted Review users and is a supporter of the Analytics certification—sat down with Katie Simon from our certification team to get her insight into the exam. Check out the interview below to learn more.
Constantine: We get a lot of questions about how to prepare for the Analytics Expert exam. We’ve heard from folks who’ve taken it, but does your team have some advice to share?
Katie: We’d be happy to provide some suggestions. The first thing you should know about the test is that we don’t give out the hands-on exercises for pre-exam prep like we do with the Relativity Certified Administrator exam. Instead, we built the Analytics Expert exam to validate the expertise of analytics users who have extensive experience with the tool. With that in mind, our biggest advice is that plenty of live case experience is essential for this exam, and will greatly contribute to a candidate’s chances of passing.
What version of Relativity is the exam currently on?
The exam is on version 8.1 as of May 12. We always keep the exam one version behind the current release to allow people to study and learn new features.
Okay, cool. What can you tell me about the hands-on projects?
Well, there are two exercises that you must complete within 75 minutes. One covers general Analytics and the other is focused on Relativity Assisted Review. We made an effort to avoid giving you a list of tasks to perform. Instead, we set them up to be more scenario-based. Part of the challenge is identifying what needs to be done. So, for example, some of the exercises are presented in the form of a memo giving instructions that only an expert will be able to interpret.
Wow, that seems tough. How can users prepare for something like that?
There’s really no substitute for hands-on experience. We do have great written resources that will be helpful, but without going to training and actually using the analytics toolset, your chances of passing are unlikely. A good way to break down the documentation a little is to create flashcards with key terms and processes. It can also be helpful to study with a buddy so that you can bounce ideas off each other.
Where can folks go to learn more about the test and what’s on it?
Anyone can take a look at our FAQ on the Certifications page. This document has a lot of information on what’s covered on the exam and study resources. Plus, they can also always email email@example.com with any questions.
The advice@kCura team leverages product knowledge and real-world expertise to help build unique workflows in Relativity. With an average of 10 years of industry experience, team members support case teams with their end-to-end approach to e-discovery.
For more information, click here.