WIXLIB

Reviewing documents using active learningKey points Active learning is a technology-assisted review tool that is used to help predict which documents are most likely to berelevant. Active learning continuously learns from a reviewer’s coding decisions, and can then serve up documents toreviewers based on the previous coding decisions applied.Active learning review workflow1. An admin or review manager configures an active learning project, and assigns you to an active learning review queue.2. Once you log in to your workspace, you have access to a view named after the active learning project.a. This view returns a list of all documents you have already reviewed or skipped in your active learning queue.b. When you access this view for the first time, no documents will appear because none have been coded yet. Documents start to appear in the list as you begin to code documents. Documents you skip also appear in this view.3. Click the Start Review button in the blue banner across the top of the view.4. Once you click Start Review, you can begin reviewing documents as you would in a linear document review. Codedocuments on the review field specified for the project, and click Save and Next to get a new document.a. You can change coding decisions on documents you previously reviewed. You can access these documents andupdate the coding decision from your active learning project view.5. After you code a document and save the coding decision, the document is ranked as a measure of its relevance. Adminsuse these document rankings to determine how many relevant documents exist in the set, and when review is complete.Active learning best practices for reviewers Four Corners Test: When you review a document and are trying to determine if it meets the criteria for responsiveness,remember to only use the extracted text of the document, within the “Four Corners” of the document, to determineresponsiveness. Ask yourself: Is the information that makes this document responsive contained within the four cornersof the document’s face? Common scenarios which violate the Four Corners Test, and therefore should not be codedresponsive, are:- A document that comes from a custodian whose documents are usually responsive.- A document created within a date range that is presumptively responsive.- A document that is a family member of another document that is coded responsive. Skipping documents: You can skip documents without making a coding decision, unless the review field is required.Reference materialsDocumentation Active Learning Reviewer access Best practices for Active Learning review Relativity. All rights reserved.11

Coding documentsKey points Reviewers use layouts to code documents in Relativity. A layout is a coding form that contains fields (e.g. ResponsiveDesignation, Privilege Designation). Each field contains multiple choices. Depending on the field, you can code eachdocument with one or more choices. For example, you may be tasked with conducting a first pass review to code documents for responsiveness. To completeyour review, you are told to use the Responsive Coding layout (pictured below) to code documents on the Responsivefield. On the Responsive field, there are four choices available: Not Responsive, Needs Further Review, Technical Issue,and Responsive. This is a single choice field, meaning you can only select one value for this field. The Privilege field is a multi-choice field. This means you can select more than one choice for this field. It is important to code using the correct layout and field(s) as instructed by your review manager. If fields or choices youneed are not available, contact your review manager so they can update the document layout accordingly.Reference materialsTraining video Aero UI for End Users OverviewDocumentation Viewer Layouts Reviewing documents in Relativity Relativity. All rights reserved.12

Applying markupsKey points Markups are divided into two types: highlights and redactions. You can use redactions to conceal sensitive information in a document before that document is used in litigation. For example, if the documents you are reviewing contain sensitive information, like social security numbers orcredit card numbers, you may be asked to apply redactions to this information. These redactions are then burnedonto the document when it is produced, meaning this sensitive information will be concealed, and the document isadmissable. For this reason, it’s important to follow all redaction instructions very carefully.Applying markups to document images You can add markups to documents that contain an image using the Image Viewer. In some cases, it can be useful to review all markups applied to a document. In this scenario, you can use the MarkupNavigation pane to view all markups in a document.Applying markups to document natives You can use the Redact application to apply markups to native Excel files, PDF files, and document images. You can apply redactions using Redact manually on each document, or by using a Redact project to apply redactionsautomatically based on words and terms you specify.Adding manual markups to Excel files Using Redact, you can apply markups to specific parts of a native Excel file including the sheet names, charts, objects,headers and footers right from the viewer. Relativity. All rights reserved.13

You can use the Redact Markup Navigator card in the viewer to easily redact specific areas of a native Excel documentsuch as charts, comments, headers, footers, and other embedded objects. To redact the name of a sheet within an Excel file, you can use the Redact Current Sheet Name button in the viewer. To redact a single column, select the column header you wish to redact, right-click and select the type of redaction you’dlike to apply.Reference materialsDocumentation Markups RelativityOne Review Interface Quick Reference Guide Redact Redact - Manual markups with Excel files Relativity. All rights reserved.14

Working with views and dashboardsKey pointsViews A view is a customizable list of items in Relativity, often created by a review manager or admin, from which a reviewercan sort and filter to locate specific items. Any time you see a list of documents in Relativity, you are using a view. Often, an admin will create a view to display only documents in your checked-out batches. This helps you organizeyour review, and ensure you are only seeing the documents necessary for your review. Views control three things: The items displayed on the list, based on a set of criteria.- For example, if an admin is creating a view to help you conduct first pass review more efficiently, they may chooseto configure the view to only display documents in your assigned batches. The fields of information displayed for the returned documents.- For example, if you are coding documents for responsiveness, your view may include fields such as ResponsiveDesignation, Custodian, and date fields that are relevant to help you determine whether or not a document isresponsive. The sort order of the returned items.- For example, an admin may configure a view to sort documents by custodian, so you can review all documents inthe set by a single custodian sequentially. You can also use any field in the view to sort your entire document set. An arrow appears next to the field name toindicate a sort is applied. If you are unable to access a view, or your view is returning unexpected results, check to see if you have any filtersapplied to your document list, and confirm what documents your view is configured to return. Filters and view conditionscould affect which documents are returned in your view.Dashboards A dashboard is a saved page configuration that can include a document list and widgets. Your review manager or admin may configure a dashboard with various widgets to help you visualize the types ofdocuments in your set, or to help you QC your work before completing a batch. Pivot widgets help you visualize the type of documents contained in your set. You can use widgets to help you filter yourdocument set to identify specific items. For example, on a pie chart widget, you can hover over a specific slice of the pie to view specific details about thatitem. You can then click the slice to filter for just documents that meet that criteria.Reference materialsDocumentation Views Dashboards Filters Workspace navigation Relativity. All rights reserved.15

Using Analytics for reviewRelativity Analytics helps to categorize documents, automate the review process, and make review more efficient. WhileRelativity Analytics includes a wide array of analytics tools, reviewers most frequently interact with the following analyticsfeatures, and as such, only the following topics are tested on the RelativityOne Review Pro exam.Key pointsEmail threading and email thread visualization (ETV) Email threading reduces the time and complexity of reviewing emails by gathering all forwards, replies, and reply-allmessages together. The email threading operation organizes emails into threads, which are single email conversationsthat start with an original email, and includes all of the subsequent replies and forwards pertaining to that email. For example, if a document set contains emails from multiple custodians, an admin may use email threading toarrange the email chain in order, typically including attachments, to make documents easier for you to review. There are two ways email messages can be categorized: Inclusive - an email that contains unique content not included in any other email, and therefore must be reviewed. Anemail with no replies or forwards, as well as the last email in a thread, are both considered inclusive. Non-inclusive - an email whose text and attachments are fully contained in another (inclusive) email. Email thread visualization (ETV) is a tool that exists in the viewer to help you visualize the entire thread for the emailyou’re currently viewing. You can use ETV to quickly see where the conversation branched, or where drafts orattachments occurred. You can also use ETV to help you QC your coding decisions. Using coding highlighting, you can see how emails in the current thread are coded for a particular field. Once youidentify coding discrepancies, you can use ETV to mass-update your coding decisions as needed.Textual near duplicate identification Textual near duplicate identification analyzes a document for exact syntax, word order, and word count, and groupsdocuments with similar text patterns together into relational groups. Once an admin runs textual near duplicate analysis,you can use this analysis to review a set of documents that are extremely similar, but not identical to each other. For example, you may be asked to ensure a series of very similar reports are coded the same way. In situations likethese, you can review textual near duplicates to ensure documents that are textually similar to each other are codedthe same way. A principal document is identified within a textual near duplicate identification group. The principal document is thelargest document in the duplicate group, and acts as the document to which all other documents in the duplicate groupare compared. Each document in the duplicate group is assigned a similarity. This is a percent value of similarity between the nearduplicate document and its principal document. A higher similarity score means the document is more similar to theprincipal document.Concept search Concept searching is a way to search for documents that have similar conceptual content to the submitted query.Using concept searching, you can submit a query of any size and return documents that contain the concept the queryexpresses. Instead of searching for a specific term, concept searching attempts to understand the semantic meaningand context of terms. The query and the resulting documents do not always share specific terms, but they do shareconceptual meaning. Relativity. All rights reserved.16

For example, if you run a concept search on a paragraph about university policies and guidelines, documentspertaining to teacher employment contracts may return. Even if the paragraph you submitted did not include the word“teacher” or the word “contract,” these documents are conceptually related to university policies, and can help youidentify correlations between documents, or identify communications that may have been intentionally obfuscated. Concept searching works best when run on more than just one word. When running a concept search, consider using asentence or paragraph that accurately and concisely describes the concept you’d like to search, like a paragraph fromthe case complaint.Find similar documents You can use the find similar documents tool in the viewer to identify documents that are conceptually similar to the entiredocument you are currently viewing. Just like concept search, find similar documents ranks other documents based on the conceptual similarity of thecontent, and not based on word count or order. However, instead of searching for a specific sentence or paragraph likeconcept searching, find similar documents submits the entire document as a search query. To find similar documents to the document you are currently viewing, click the View Similar Documents button at thebottom of the viewer. This opens the Similar Documents tab of the Document list pane, which displays conceptuallysimilar documents, along with their rank.Reference materialsDocumentation Email threading Inclusive emails Concept searching Using Email Thread Visualization in your QC workflows Find similar documents Relativity. All rights reserved.17

Filtering and searching for documentsThere are a variety of search features in Relativity designed to support a range of searching needs, from the most simple tothe most complex. While reviewers may use multiple types of searches, reviewers most frequently interact with the followingsearch features, and as such, only the following topics are tested on the RelativityOne Review Pro exam.Key pointsSearch panel You build and run searches on your document list by adding search conditions from the search panel. You can search onany fields you have access to, not just those currently visible in your view. You can access multiple search indexes from the search panel, including any Analytics and dtSearch indexes that areconfigured and accessible to you in your workspace. Any filters that you apply to the fields in your document list appear as cards in the search panel. You can drag and dropthese cards to reorder them, or drag one on top of another to create a logic group, which acts as a visual parenthesis foryour search query.Filters Filters are a quick and easy way to search for documents in your current document list view. Unlike using the searchpanel, in order to use filters to narrow down your document list based on a field, that field must be visible in yourdocuments view. The type of filter available for each field is determine by the field type.Using dtSearch indexes and syntaxNote: Only proximity syntax and auto-recognition of dates, emails, and credit cards are tested on the RelativityOne Review Proexam. In order to search using a dtSearch index, an admin or review manager must have already configured an index in yourworkspace, and provided you access. You can use dtSearch indexes to search for variations on a date, email, or credit card numbers, if this functionality isenabled on the dtSearch index. This can be especially useful if you’re working with documents that contain dates in bothUS and UK format, for example. Using dtSearch syntax, you can also conduct proximity searches. This can help you identify documents where one keyword occurs within a certain proximity of another word. For example, if you just search for documents that contain the word “contract,” your search results may beoverinclusive and cumbersome to review. However, if you search for documents that contain the word “contract”within five words of the word “fraud,” you can narrow down the document set to identify only the documents that aremost relevant to review. Relativity. All rights reserved.18

Reference materialsDocumentation Search panel Filters Using dtSearch syntax- Auto-recognition- Proximity syntax Searching Quick Reference Guide Relativity. All rights reserved.19

RelativityOne Review ProExam Items

Exam ItemsThis section includes all exam items on the RelativityOne Review Pro exam. You will receive 50 of the questions below onexam day. Each question has an associated study source. Use the study source to locate and identify the correct answer.In addition, some questions are hotspots, meaning you will be asked to click a location on an associated image to answerthe question. Images associated with hotspot questions are located in the Image Appendix. On exam day, you arepresented with each question and its corresponding image from the Image Appendix. You will use the associated image toanswer the question.In order to maintain the integrity of the exam, Relativity will not share or confirm answers to any of the questions.Note: Exam questions are subject to change without notice and in Relativity’s sole discretion. All question changes willbe reflected in the items below, as well as in the Change Log.Navigating a workspace1.6.Match the following terms to their definitions.TermDefinitionWorkspaceRecord within a workspace.ChoiceStores document metadata or codingdecisions.DocumentSecure data repository in whichdocuments are stored.FieldPredetermined value that is applied to afield.See Image Appendix - Image AStudy Source7.Where can you click to collapse the sidebar? (Click thelocation on the image.)See Image Appendix - Image AStudy Source3.Where can you click to access your user menu? (Click thelocation on the image.)See Image Appendix - Image AStudy Source4.Where can you click to see all tabs in your workspaceavailable to you? (Click the location on the image.)See Image Appendix - Image AStudy Source5.Where can you click to access your recently-viewed pages?(Click the location on the image.)Where do you click to open the saved searches browser?(Click the location on the image.)See Image Appendix - Image BStudy Source8.Where can you access the search panel? (Click the locationon the image.)See Image A

Oct 20, 2021 · Study guide format This study guide is divided into three parts: RelativityOne Review Pro Exam Details: This section contains information about the exam structure and format, and instructions on how to prepare for the exam. Study Resources: This section is divided based on exam t