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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 email@example.com or call (312) 870-5555 to get in touch with the team.
Introduced in Relativity 8, pre-coded rounds take documents that have already been coded and bring them into a Relativity Assisted Review project. When case teams take advantage of this option, documents with designations already provided can be used to train the system. Training the system in this way reduces the need to repeat work, and therefore saves review time.
It’s not uncommon to begin a project in a rush and then realize you need to take a different approach. Assisted Review allows you to leverage analytics to code fewer documents, so it’s especially helpful in very large cases. When you’ve already begun manual review but decide Assisted Review might be a more effective option, pre-coded rounds are the best option to bring those coded values into the project right from the start. That said, it’s key to remember that those documents need to be reviewed based on the content of the individual document and not the family. Documents coded based on the content of their families can train the system incorrectly.
Pre-coded sets are a great way to use old control sets, too. When the dynamic of the data set changes—often because new documents have been added—a new control set should be created. To prevent wasted work, the old control set documents can then be used to train the system with a pre-coded round.
To learn more about pre-coded rounds in Assisted Review, check out our documentation and, as always, feel free to contact us if you have any questions.
Posted by Constantine Pappas.
The Relativity Customer Portal was designed to allow the Relativity user community to interact with each other and the kCura team. One of the latest features on the portal is the Code Exchange—a place for users to post scripts and Relativity applications they’d like to share with the community. Because Relativity is a platform for open development and customizations, many users have built functionality, reporting, or new objects and looked for an opportunity to share their ideas. We’re excited to launch the Code Exchange for folks to do just that.
On the advice@kCura team, we’ve been able to take a first-hand look at countless customizations from our clients, and we’re always impressed. It’s great to have this central location to share their ideas and encourage other folks to take advantage of the platform.
Our team works with the custom development group at kCura to build solutions for clients. New solutions are billable based on the amount of time it takes to complete, but commonly requested solutions are distributed to clients free of charge. However—until now—there wasn’t a central location where users could find some of these frequently used scripts and applications for easy download.
So, along with our clients, we’ll post commonly requested solutions to the Code Exchange beginning this month. Pay attention to applicable versions when you’re downloading—popular scripts get incorporated into new releases of Relativity, so the solution you need might be a feature or a core script. With every new release of Relativity, we strive to improve the application end-to-end. Between releases, customizations allow users to take advantage of new functions immediately.
For example, this month, our post will be the Login History by User Report script. This report helps identify active users, and is very handy for billing purposes.
Feel free to contact us if you have any questions about the Code Exchange, as we’d love to hear your feedback. We encourage you to become a part of the platform story and post your code to the Code Exchange. You never know how the code karma will come back to help you later.
Posted by Greg Houston.
Last year, we launched our first specialty certification for Relativity Certified Administrators: the Analytics Expert program. Designed for RCAs with extensive knowledge of Relativity Analytics and Relativity Assisted Review, the certification validates their specialized expertise.
We’ve been getting frequent questions about the new program as folks consider taking the exam. To help address those questions from a certification candidate’s perspective, we sat down with Brandon Mack. Brandon became an Analytics Expert in late 2013. He is vice president of professional services at Iris Data Services and is a member of the Michigan Bar Association.
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When information is passed upward, it’s most impactful when it can be consolidated—allowing the recipient to take a step back and see the big picture. The e-discovery industry follows this standard: for every case, an enormous data set will eventually be whittled down to just a handful of useful documents for the strategists’ use.
We developed Relativity Assisted Review to have a rich and useful set of reports to help case admins track a project’s success. By monitoring a diverse blend of statistics and progress measures, case teams can better manage their projects and understand their effectiveness. In Assisted Review, those data points include:
• Overturn documents report
• Overturn summary report
• Designation rank distribution report
• Round summary report
• Issue summary report
• Designation-issue comparison report
• Control set statistics report
• Control set documents report
What happens, however, when a high-level stakeholder without Relativity access wants to know how your Assisted Review project is going? You could give them one or all of the above-listed reports, but that could prove to be too little information.
In this paper, information retrieval expert Dr. David Grossman discusses his recent study on the impact of sample size and sampling methodology on the effectiveness of computer-assisted review. Specifically, he evaluates the effects of random versus judgmental sampling on precision, recall, and F1.
Click here to read the full paper and, as always, feel free to contact us if you have any questions.
When computer-assisted review first gained popularity, we’d get calls from partners and clients interested in setting up a project. They didn’t know much about the process, but they knew enough to make them want to try it. These requests were often brought about by very pressing deadlines.
So we’d have a preliminary call where we’d explain what the project workflow entailed, and they’d be eager to know when they could start.
“Hold up,” we’d answer, “first we’ll need to build an analytics index.” Most of the time, one of two things would happen: they’d have an index built using less than optimal settings for Assisted Review, or they would be unsure how to proceed.
We’d often provide our recipe, How to Create an Optimized Analytics Index, which has proved invaluable for folks who are just starting out. Our advice@kCura team is always happy to assist with these requests—but we also realize that the clock is ticking and clients are eager to get started.
Welcome to Relativity 8.1. Our newest release includes a lot of new features, and we’re excited about all of them. 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 8.1.
In 8.1, we introduced an inventory option in Relativity Processing. With inventory, when you create a new processing set, you can take a high-level look at your data before pushing files into the Documents tab for review. Inventory also allows you to filter out any junk based on several metadata fields—including sender domains, date sent, and file location—prior to discovering the data.
Inventory also brings a new look to Relativity, introducing new visuals to the Relativity user interface. The Inventory tab provides a responsive feel along with a graphical representation of the files that have been inventoried, including how the applied filters affect the amount of data to be discovered.
When the discover order for your case specifies a date range, the legal team advises that certain email domains are unnecessary for review, or you just want to omit executable files, dll files, or a Windows System folder from someone’s hard drive, inventory allows you to identify those files and eliminate them from discovery—saving time, money, and storage in your workspace.
To learn more about Inventory in Relativity 8.1, feel free to contact us.
Hyper-threading (HT), an Intel technology, allows a single core to leverage unused resources within its architecture. With HT enabled, a single core appears to the operating system as two cores. Typically, this can improve performance and speed. The general consensus in the SQL community seems to be to leave (HT) turned on—unless you see evidence that suggests otherwise. In this post, we’ll review some key considerations to help you understand those “otherwise” circumstances, specifically on a physical SQL box.
The question of whether or not HT should be turned off is worth thorough testing in your environment. There may be technical considerations unique to your infrastructure—for example, your bios or chipset may not support HT. How well different generations of CPUs, hyper-visors, and your unique SQL workload will perform will vary. HT may increase the load on your storage, so if it’s already a bottleneck, you may see little improvement—in fact, your CXPacket waits may see a corresponding increase and you may see performance degradation. When implementing major changes to your environment, it’s vital to test, benchmark, and compare your results.
The kCura infrastructure engineering team has a test-bed that we call The Grid, and we wanted to see for ourselves if our Dell 710, with 2 Intel X5670 processors (6 cores each, 12 hyper-threaded), would perform better with HT on or off.
A new case study about Merrill Corporation’s adoption and use of Relativity’s native imaging engine is now available. The study takes a look into Merrill’s decision-making process, detailing their team’s two-week evaluation of native imaging in three key areas—performance, scalability, and ease of use. Merrill, a global provider of technology-enabled services and a Relativity Best in Service Partner, also shares how native imaging has allowed them to better juggle TIFFing priorities.
Click here to read the full case study and, as always, feel free to contact us if you have any questions.
Version 1.3 of Relativity Binders—the latest release of our free iPad® app for accessing documents and performing case-related prep on the go—hit the App Store on November 20 The update adds several navigation improvements suggested by users in the field.
We’ve enjoyed hearing feedback from Binders users that are putting the app to work. Their stories are exciting, so we wanted to share a few real-world use cases of how Binders can support e-discovery workflows on the road.
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.
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