Beruflich Dokumente
Kultur Dokumente
Exam Workbook
Version 9.5
(9.5.41.87 - January 25, 2017 release)
CERTIFIED USER
Contents 3.6 Core Reviewer Interface Toggle Options.................................................... 57
3.7 Layouts and Coding Forms.............................................................................. 59
Overview................................................................................................3
3.8 Related Items Strip............................................................................................ 63
Part 1 Introduction to Relativity...............................................................5
3.9 Persistent Highlight Sets Panel...................................................................... 65
1.1 Relativity Overview.............................................................................................. 6
3.10 Special Considerations................................................................................... 66
1.2 Logging In............................................................................................................. .7
3.11 Knowledge Check............................................................................................. 67
1.3 Terminology.......................................................................................................... .9
Part 4 Searching in Relativity..................................................................68
1.4 Special Considerations......................................................................................13
4.1 Searching.............................................................................................................. 69
1.5 Knowledge Check...............................................................................................14
4.2 Filtering................................................................................................................. 72
Part 2 Workspace Navigation..................................................................15
4.3 Keyword Search................................................................................................. 73
Workspace Navigation............................................................................................ 16
4.4 dtSearch............................................................................................................... 74
Pivot Navigation........................................................................................................ 17
4.5 Saved Searches Browser................................................................................ 79
2.1 User Tools............................................................................................................. 18
4.6 Analytics .............................................................................................................. 81
2.2 Tab Strip............................................................................................................... 20
4.7 Special Considerations..................................................................................... 90
2.3 Browser................................................................................................................ 21
4.8 Knowledge Check............................................................................................. 91
2.4 Collapse Browse Panel.................................................................................... 22
Appendix: Answer Key............................................................................................ 92
2.5 Batching............................................................................................................... 23
Change Log................................................................................................................ 93
2.6 View Bar............................................................................................................... 26
2.7 Document List Control...................................................................................... 35
2.8 Pivot....................................................................................................................... 37
2.9 Dashboards......................................................................................................... 40
2.10 Special Considerations................................................................................... 41
2.11 Knowledge Check............................................................................................. 42
Overview
When working with Relativity as an end user, you should be familiar with several features of our software and understand how each helps streamline your workflows.
You can take advantage of the many innovative features in Relativity, ranging from efficient coding processes to email thread visualization functions.
Exam Details
The Relativity Certified User exam 100 questions. You will have 60 minutes to complete the exam. Question types include: multiple choice, multiple response, true/
false, hotspot, and matching. For more details on the exam itself, please review the Frequently Asked Questions (FAQ) document on the Certifications page of kCuras
website.
The Relativity for Reviewers Webinar can also serve as a study resource. Additionally, we suggest you pay close attention to the Special Considerations throughout the
workbook and complete the Knowledge Checks, both of which can be found on the last pages of each section of the workbook. Answers to the Knowledge Checks
can be found in our documentation, as well as in the Answer Key at the end of the workbook. In case any updates are made to this workbook, a Change Log is located
at the end of the workbook for your convenience.
The online Relativity Certified User Practice Quiz can be found on the Community site. The quiz draws on content from this workbook, our documentation, and
the other recommended study materials to give you an idea of question topics and types you will see on the exam. You can take this quiz as often as youd like to
supplement your studies, but it should not be your sole source of study. Please note the practice quiz questions are not identical to exam questions.
kCura is aware that a number of apps are available to the public which purport to be study guides for various Relativity exams. These apps are published by third
Workbook Conventions
This workbook is divided into four parts. Each part is broken down into subsections, which dive deeper into specific Relativity features.
Throughout this workbook, tutorials, webinars, videos, and kCura documentation that are important for you to explore further will be notated by the References icon.
These resources enhance your experience and expand your knowledge of the tasks and features in the associated sections. Please note that tutorials cannot be
viewed on mobile devices.
Other key components of this workbook include the reference guides and icon legends presented in Parts 2 through 4. When analyzing these guides, note the
associated numbered callouts and their corresponding sections. These are designed to help you visualize what you should see in Relativity. The legends reference
Relativity icons used as you progress through the review process.
Icon Description
References - Additional resources to help you learn more about the subject.
Note - Calls attention to an important note, tip, or key point to remember. These notes
explain key topics or features that may be covered on the exam.
www.edrm.net
The following outlines a typical login and password reset process for Password authentication. Depending on how your access to a Relativity environment is
configured, different authentication methods may be used for your account.
Term Definition
Workspaces within Relativity are typically document repositories used to store, display, search, organize,
Workspace
and categorize documents related to a specific client.
User Users are individuals who have access to the Relativity environment.
Relativity users are organized by groups and may be associated with more than one at a time. Groups are
Group
added to Relativity workspaces and access permissions may vary from workspace to workspace.
Field Fields are used to store document metadata or coding information within Relativity.
Choice Choices are predetermined values that are applied to Single and Multi-Choice List fields.
Views Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view.
Layout Layouts are web-based coding forms where users can view and edit Document field values.
Batch A static set of documents split into multiple document sets based on admin-set criteria.
1.3.1 Workspaces
When you are working on a case in Relativity, documents related to that case or investigation are stored in workspaces. Workspaces are securable document
repositories that facilitate viewing, searching, organizing, and categorizing content.
After logging into Relativity, you are either shown a list of workspaces you have access to, or you are brought directly into your workspace. To access the documents in
a particular workspace, you must first click the name of that workspace. The document list in that workspace opens, and you can now begin your tasks.
Yes/No fields can be displayed on layouts as drop-down menus, radio buttons, or checkboxes. In the case of checkboxes, remember that a Yes/No field displays in one
of three possible states: Yes, No, or Null.
Null and No are not the same coding decision. Ensure you select the correct option when coding a document.
In the previous image, the Designation field requires a coding decision before moving to the next document. A required field is marked by the orange line to the right
of the field name.
Other fields, like Date Sent or Control Number, are not usually associated with choices and typically appear as read-only fields on a layout.
Choices can be nested. If a choice is nested and the child choice is selected, the parent choice is automatically selected.
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.
In order to have access to a workspace, you must belong to a group that has been added to that workspace.
5. Match these terms to the correct definition: View, Field, Group, Layout
a. Stores document metadata.
b. Organizes a subset of users.
c. Displays lists of items.
d. Holds fields and choices.
1
9 4 7 6 5 2 8
3 4 2 8 1 5
After opening a workspace, you are taken to the main document view. In the top-right corner of the workspace, you will see two tools available to you: Favorites and
the user drop-down. With Favorites, you can bookmark certain pages to easily return to them. The user drop-down offers a variety of different user options.
2.1.1 Favorites
The Favorites menu contains all of your bookmarks (Favorites) and the last 10 pages in your browsing history (Recents). The Favorites menu appears at the top of the
application window next to your username. You can use Favorites to quickly navigate within Relativity. If you visit a particular page on a regular basis, adding it as a
Favorite minimizes the number of clicks it takes to get there.
To mark a page as a Favorite, click the gray star at the top-right 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. There is no limit to how many pages you can mark as a favorite. To remove a page
from the Favorites Section, click the yellow star. This will turn the star gray and remove the page as a Favorite.
NOTE: 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.
In the last section, you will see the current users email address.
NOTE: Depending on your permissions, you may not have the option to edit your settings or reset your password.
By navigating to the saved searches browser, you are able to create a new search, or browse previously saved searches. See Part 4 for more information on saved
searches. While in the saved searches browser, you can easily toggle between the Search Folder Tree and the Search List, which might be helpful if you need to find a
specific search. 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.
Your admin can create batches and assign them to you, or you may be tasked with assigning batches to other people.
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.
NOTE: Depending on your permissions, you may not see the Reassign To button.
Views.
Include Related Documents.
2.6.1 Views
The first drop-down on the view bar displays your default view. You can use the drop-down menu to access other views. Each view displays documents and a set of
fields, displayed in columns, based on a set of criteria. The order in which the fields appear is chosen when the view is created.
Any time you see a list of items in Relativity, it is defined by a view. Along with layouts, views represent one of the main places where users can see and interact with
metadata and fields.
A common view is one that limits the displayed document to your current batch(es). Within the batch, documents can be grouped by fields, such as custodian or
designation. Some batch views are further split up to show only reviewed or unreviewed documents. These views update automatically each time a document is coded
and saved.
Views can display document families (such as emails and their attachments) together. 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. For more information on propagation, please see Part 3.
NOTE: For family views that already display both the parent and attachment documents, it is not necessary to include families in the relational field
drop-down. Please see the Include Related Documents section for more information.
Email threading views are similar to family views, but extend beyond a family of documents to encapsulate entire conversations. For example, consider a very common
situation where a document set contains emails from many different custodians. Threading will capture the entire conversation, regardless of the source, and arrange
the email chain in order, typically including attachments.
Inclusiveness
A benefit to using email threading during review is the ability to eliminate a lot of duplicate information by focusing on the emails that contain an entire conversation
Youll 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.
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.
When threading is applied, square indentation bubbles indicate each emails 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.
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.
The Email Threading Display field includes the following file type icons (Note that the following numbers are examples, and dont correspond with the above image):
Displaying Attachments
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.
Another type of view that may be useful is the textual near duplicate view. You may be asked to review a set of documents that are extremely similar but not identical
to each other. For example, you may need to ensure a series of very similar reports are coded the same way. Another example includes locating additional privileged
documents that might have been missed during the first pass review. In situations like these, it is common to use a view that displays textual near duplicates. Prior to
creating the view, an admin can run a near duplicate analysis during which documents with similar text patterns are placed together into relational groups. Exact syntax
and word order are heavily considered during this analysis, unlike the conceptual analytics tools discussed later in this workbook. For more information on conceptual
analytics, please refer to Part 4.
The two most common fields youll likely encounter on a textual near duplicate view are as follows:
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.
Each group of textually similar documents will contain a principal, which is typically the document in the group that contains the most text. All documents in a near
The first document, AZIPPER_0000000195.0001, is the groups principal, as indicated by the Yes value in the Textual Near Duplicate Principal field. It also has a
score of 100. 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.
The remaining documents are part of the principals relational group. These documents are identical to the principal. We know this because they are 100% similar to
it, as shown in the Textual Near Duplicate Similarity field on the far right side of the view. Note that document AZIPPER_0000000158.0002 is very closely similar to its
principal but is not an exact duplicate; its score indicates it is 94 percent similar to the principal.
NOTE: Textual near duplicate groups have a relational field that can be used to code several documents at once. For more information about relational
fields and related items, see Part 3.
You can use any sort-enabled field in the view to sort the entire searching set the number of documents indicated at the bottom-right. To sort on a field, click the
field heading once to sort the documents on that field in ascending order, alphabetically. A down arrow appears next to the heading name. Clicking the field heading a
second time sorts the documents in descending order, alphabetically, resulting in an up arrow appearing. If you click the field name a third time, this will clear the sort
and return the field to its original order.
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.
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.
NOTE: If you would like to change your environments document display defaults or change the maximum number of documents you can load in the
core reveiwer interface, please contact your admin.
NOTE: Filters are not saved when navigating between different views.
You can use Pivot to identify trends. In order to capture these trends, two fields are used: Group By and Pivot On. Use Group By to define the horizontal axis of the Pivot
report. You can run Group By on its own if you wish to only get results on a single field. Use Pivot On to break down the totals displayed in each row. This field acts as
the vertical axis of the report. 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.
There are a few actions that you can take from the Properties section of the Pivot options pane.
Edit Pivot: Makes changes to the Pivot settings configured previously in the Pivot Settings pop-up.
Save Pivot Profile: Create a new Pivot profile or replace an existing one. For more information, see Creating and Editing Pivot Profiles.
Maximize: Expand the widget dimensions to fit the entire document list screen. To revert the change, return to this pane and select Restore.
Remove: Delete the widget.
You can save the configurations of a Pivot widget as a Pivot profile which can be accessed at a later time. To modify an existing profile, click Replace existing profile. If
youre modifying settings for an existing profile and would like to create a new one, click Create new profile.
There are a few additional Chart formats that can be accessed by clicking the cog wheel icon ( ).
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.
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. However, you must have the correct workspace permissions in order to add, edit, or save a
dashboard.
Extracted Text and other long-text fields can be selected as your OCR destination field.
Always be conscious of the folder and view you have selected, as these selections will impact sorting and filtering results.
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.
Views are fully customizable and will update automatically as new documents that meet the view criteria are uploaded.
An admin can check in a batch on behalf of any user.
If the field you want to Group By or Pivot On is not available in the drop-down, contact your admin.
1 2 4 3
6 5
slip sheet
Relativitys viewer displays the workspace documents. You can view documents in native, image, long text, and production modes.
NOTE: The drop-down menu will display long text fields that are empty for the current document, but not fields that you do not have permission to view.
To save the current native document as a PDF, ensure you are in Viewer mode.
To save an image as a PDF, including any redactions or highlights, ensure the viewer is in Image mode.
Fit Actual ( ): After zooming in or out using the magnification tool, you can select Fit Actual to resize the document back to 100 percent.
Fit Width ( ): This icon expands your document the entire width of the viewer.
Fit Page ( ): This icon resizes the height of the document, so you can see the entire page in the viewer.
Rotate All Document Pages Clockwise: Rotates all pages in a document clockwise 90 degrees.
Rotate Current Page Clockwise: Rotates the current page clockwise 90 degrees.
3.4.4 Highlights
The first markup option to the right of the Selector in the Image viewer bar is the Highlight tool. When you create a highlight, a colored box appears in the area you
select, just like using a highlighter. You can choose a color from the Highlight drop-down or use the default yellow highlight color.
3.4.5 Redactions
Redactions are commonly used to hide confidential or privileged information. The redact drop-down defaults to the black box redaction. If you click the drop-down, you
can also apply cross redactions, textbox redactions., or white box redactions.
Redaction Description
Black Creates a solid black box on the document, similar to using a black marker.
Cross Creates a white redaction box with a black border and a black X from corner to corner.
Creates a white redaction box with black text. The size of the text within the redaction fills the box by default. Once created,
Text you can edit redaction text by right-clicking on the textbox and selecting Edit. The Enter Redaction Text pop-up opens for you
to enter your desired redaction text.
Creates a solid white box on the document, outlined in gray for better visiblity in the viewer. However, the gray border wont
White
be printed or produced.
Creates a black redaction across the entire page, except where you initially drew the redaction. A blue cast indicates where
Inverse the black redaction is created, and the white box indicates the area that is not redacted. You can apply an inverse redaction
and other redactions on the same document.
Covers the entire page of a document. The full-page redaction options consist of black box, white box, textbox, and cross
Full-page
redactions.
Applies a redaction to a range of pages or all pages in a document. For example, consider a clinical study where all the
Mass patient information is on pages 21-43. In this scenario, you could click the Mass Redact icon and choose to redact the entire
range of pages 21-43.
If you click the Markup Type hyperlink, the page and location of where the markup was added appears.
Simply click the arrows to find a document. You can go back and forth between documents or navigate directly to the first or last document in your returned set. You
can also type a number into the textbox and press the Enter key to move to that particular document.
NOTE: You cannot browse past the last document in your returned set.
By default, standard user actions use system keyboard shortcuts, which are listed in the shortcut legend along with browser shortcuts. The keyboard shortcuts legend
reflects your custom shortcuts as well. Within the legend, you can sort, filter, export the list, and print by right-clicking and choosing your browsers print option.
Keyboard shortcuts can be enabled or disabled.
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.
NOTE: Keyboard shortcuts are available for use in the standalone viewer. For example, if you execute the shortcut for Save & Next in the standalone
viewer, each window performs the operation and moves to the next document.
Layouts hold information like fields, choices, and text. For example, you can create a layout specifically for first pass review, second pass review, QC round, or privilege
review. These layouts would contain different fields and choices because they serve different purposes. In addition to coding, layouts can also provide additional
information that may be pertinent to the case or document.
You are then presented with an editable form of the layout where you can make coding decisions.
Clicking Save retains the coding decision(s) and the viewer will remain on that document until you manually move to the next document. The layout will shift to
read-only mode.
Clicking Save & Next retains the coding decision(s) and moves you to the next document in the set, remaining in edit mode. It is also important to note that when
navigating to the next document, you will be prompted to save if changes have been made.
NOTE: 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.
Name
Order
Highlight Color
Relativity Applications
Keyboard Shortcut
Once a new choice is created, it appears at the bottom of the list of choices as well as selected in the field on your layout. If youve created multiple new choices, the
last one created is selected. An admin may grant access to the Choices tab where new choices will appear in the Choices List by selecting the See All Choices link.
Here, the category is expanded. You can see the category, Document Metadata, and the fields in that category.
Here, the category is collapsed. You can see the category, but not the fields in that category.
3.8.2 Propagation
The propagation function can enhance your document review workflow, as it saves time spent coding related documents. 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 documents family members,
duplicates, and/or entire email thread.
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.
NOTE: Propagation only carries over specifically chosen coding decisions to the other documents in a relational group. Other user actions such as
redactions, highlights, or imaging are not applied to other documents via propagation.
Skip is often used with propagation. If skip is enabled and propagation is applied, changes resulting from coding decisions will remove documents from the view that
no longer meet the views criteria. This speeds up review by reducing the number of documents that you need to look at. When skip is enabled, the skip menu appears
at the bottom-right of the layout. The following image shows what it looks like when document skip is enabled.
NOTE: 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.
It is important to note that your workspace might have more than one persistent highlight set. Once visible, each set can be turned on/off by clicking on its light bulb
icon. 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. You can expand
and collapse each persistent highlight set by clicking the plus and minus signs next to the name of the set. 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.
NOTE: If an 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.
NOTE: 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.
6. 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
Filtering: searches fields present in your view (or search result) for specific values.
Keyword Search: searches a word or phrase, including basic Boolean operators.
dtSearch: searches a word or phrase, including many advanced operators.
Conditional searching: searches across different field values, even on fields which are not displayed in your view.
Analytics: Relativitys conceptual search engine. It is required for keyword expansion and similar document identification.
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.
You can access different fields and search indexes in your workspace from the Add Condition drop-down menu.
You will have one or more of the following index searches available:
Keyword
dtSearch
Analytics
The criteria within logic groups are evaluated first before evaluating against other search conditions or logic groups. To apply logic groups to search conditions, click
Add Logic Group and drag an existing filter condition card into the green frame that appears. You can also create a logic group automatically by dragging one condition
onto another.
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
NOTE: To remove all conditions from the search panel, click Clear All Conditions.
Boolean Available for Yes/No field types. Conditions display a drop-down list similar to list filters.
List Usually associated with fields used for coding documents. Conditions vary by the type and purpose of the field associated with it.
Date Available for Date field types. Conditions display a calendar with drop-down menus for selecting the date and time.
MultiList Uses multiple conditions from a drop-down menu. You can connect the conditions with the OR or AND operators.
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
Textbox
BETWEEN
= (equal)
>= (greater than or equal to)
<= (less than or equal to)
% (to filter for NOT null)
NOTE: While filtering on multiple columns, each filter is treated as an AND operator.
NOTE: 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.
Below are a few examples of keyword search strings using Boolean operators. For more information, reference the Keyword Search section of our online
documentation.
When attempting to search for more than one word using keyword search, you must use quotations. For example, 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.
Apple and Pear Returns documents which contain both Apple and Pear.
Apple and not Pear Returns documents which contain Apple but not the word Pear.
Apple or Pear Returns documents which contain either the word Apple or the word Pear.
Apple Pear Returns documents with the exact phrase Apple Pear.
NOTE: Searches consisting of two words without an operator are handled differently in dtSearch and Keyword searching. The search Apple Pear would
be interpreted as Apple and Pear in a Keyword Search.
Apple w/5 Pear Returns documents where the word Apple appears within 5 words of Pear.
Apple not w/5 Pear Returns documents where the word Apple appears, but not within 5 words of Pear.
Apple pre/5 Pear Returns documents where Apple appears first, within 5 words of Pear.
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.
NOTE: The operator Not can be used in conjunction with all dtSearch proximity searches.
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.
4.4.3 Stemming
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.
Because stemming only works with the root word, it generally doesnt return irregular variations of a verb. For example, a search on run~ would not return ran.
Matches any numbers or characters. This character slows searches when used
*
near the beginning of the word.
Matches words containing grammatical variations of a root word. The tilde (~) is
~
the stemming character available in dtSearches.
4.4.5 Auto-recognition
Auto-recognition is a search index setting enabled by an admin, which provides you with the ability to search for various date formats, email addresses, and credit card
numbers.
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:
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).
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*).
4.4.6 Dictionary
The dictionary searches the index for a specific term. It displays up to a maximum of 2,000 occurrences of the term, and the number of documents containing it. The
dictionary is a great way to gather information and continue to gather statistics on new terms as they come to light.
To launch the dictionary search, click the dictionary link to the left of Search Terms text entry box.
You can search for a term, set a fuzziness level, and/or enable stemming with the dictionary search options.
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.
NOTE: The fuzzy operator is helpful when searching for variations of misspelled names.
You can toggle the Saved Searches browser between two modes: Search Folder Tree and Search List.
The search folder tree displays a list of your existing saved searches in nested folders.
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.
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.
This saved search will only bring back documents that are coded Responsive on the Designation field that contain the terms Confidential and Property.
NOTE: You can email a link to a saved search by clicking the email link icon or the by right-clicking the saved search.
4.6.1 Concepts
One of Relativitys more advanced and powerful set of features stems from a technology known as conceptual analytics. Unlike more traditional forms of data analysis,
which depend on exact text and word order, conceptual analytics tools are concerned with a documents conceptual content.
Most people who live in the United States can infer that this email is about the Thanksgiving holiday. However, if you take a closer look, youll notice that the word
Thanksgiving does not appear in the document at all. Consequently, if you entered Thanksgiving into a traditional searching tool, the document would not be
returned as a result.
Conceptual searching works 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.
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.
NOTE: 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.
Your highlight term(s) are automatically submitted, and your results will display in the pop-up window
Once you perform keyword expansion, you can copy the resulting terms (listed in descending rank) and submit them for additional searching. This is a useful way to
locate important documents that might otherwise be missed by traditional searching methods.
There are a few important things to remember about Find Similar Documents. 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.
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 bottom of the layout).
NOTE: An admin must first enable and grant access to these analytics features in order for them to be available.
Email thread visualization is available from within the document viewer, for all document types. To launch the email thread visualization pane, click the email thread
visualization ( ) icon in the lower-right corner of the displayed document in the viewer. The pane expands and shows the thread group for the selected email in the
viewer.
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.
The email thread is depicted in the email thread visualization pane from left to right, with the earliest emails in the thread group appearing on the left. Email actions are
illustrated with arrow icons in the lower-left corner of the email icon. Emails with Forward and Reply actions branch downward before a Reply All action.
You can use the following icons to navigate the email thread visualization pane:
Enable Mass Edit Selection ( ): You can click on documents in the thread, along with their duplicate spares and attachments, to mass edit them.
Zoom out / zoom in ( ): Click the minus or plus sign to zoom out or zoom in while in your email thread visualization.
Reset zoom ( ): Click this icon to reset your zoom to its default state.
Collapse legend / display option controls ( ): Collapse the legend and display options for the email thread visualization pane.
Expand legend / display option controls ( ): Expand the legend and display options for the email thread visualization pane.
When you view the email thread visualization pane for the first time during a session, a legend will appear in an opened state showing the meaning behind the different
icons. You can collapse the legend if you want to see more of the visualization and the legend will persist as closed once it is closed until you log out of Relativity.
NOTE: Any coding for the selected field performed in Relativity is reflected in real time.
NOTE: 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.
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
youd 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.
NOTE: To mass edit an entire branch of a thread, click the Enable Mass Edit Selection icon. Then, hold down the shift button, and click at the beginning
email and the end email in the thread you want to highlight.
NOTE: 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.
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.
CONTAINS and IS LIKE are two approximation operators that work with wildcards. However, they work in different ways:
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. CONTAINS does not permit leading wildcards.
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.
Keyword searches are unable to retrieve results for queries consisting of single digits, letters, or characters. dtSearch can perform this type of search, so use
dtSearch when looking for specific numbers or letters.
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 wont affect your search.
The more conditions added to a search, the longer it takes to see results. Relativity must search on behalf of each individual condition as it relates to the others,
slowing return time. Use as few conditions as possible to speed up the return rate.
The Dictionary Search only returns the first 2,000 results. If your search has more than 2,000 hits, the Dictionary Search displays the following message: Only
2,000 results returned.
The Save as Search function displays all the conditions and criteria that have been applied in the search builder. You can edit them before you save your new
search.
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.
You can use email thread visualization in both the standalone viewer, and the undocked viewer.
7. Email thread visualization is available for all document types. True or false?
8. When you launch email threading visualizaton in the standalone viewer, the viewer is in synced mode by default. True or false?