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A comprehensive overview of the categorization feature in relativity analytics. It covers various aspects of categorization, including the conditions when it is most effective, the characteristics of effective example documents, the steps to create a categorization set, the fields in the analytics categorization set layout, and the implications of setting the 'maximum categories per document' field. The document also explains the 'categories and examples source' field, the 'auto-synchronize on categorize all' feature, and the different ways to add categories and examples to a categorization set. Additionally, it discusses the considerations for using example documents in assisted review, the 'create categories and examples' functionality, and the impact of running a new categorization job. This detailed information can be valuable for users who need to understand and effectively utilize the categorization feature in relativity analytics.
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Categorization | Using ____________, you create a set of (example) documents that Analytics uses as the basis for identifying and grouping other conceptually similar documents - Answer Categorization Categorization | True/False: Categorization can be used to place documents into multiple categories if a document is a conceptual match with more than one category - Answer TRUE Categorization | When running categorization, you can designate how many categories a single document can belong to, with a maximum of ____________ - Answer 5 Categorization | True/False: In Categorization, if a single document is placed in multiple categories, the document is assigned a unique rank for each category - Answer TRUE Categorization | List four conditions when Categorization is most effective for classifying documents - Answer (1) You've identified categories or issues; (2) you know how you want to title the categories; (3) you have one or more focused examples to represent the conceptual topic for each category; (4) you have one or more large sets of data that you want to categorize rapidly without any user input after setting-up the category scheme Categorization | ____________ are documents that define the concepts that characterize a category - Answer Example Documents Categorization | List three characteristics of effective example documents - Answer (1) Focused on a single concept; (2) descriptive; (3) free of distracting text Categorization | Per Relativity, what is the maximum number of example documents to run a categorization set? - Answer 50,000 docs Categorization | True/False: A document excluded by "Optimize Training Set" cannot be used as an example of categorization - Answer FALSE; a document excluded by the Optimize Training Set feature can still be used as an example of categorization Categorization | A Categorization Set requires a(n) ____________ index - Answer Analytics
Categorization | What are the 3 main steps to create a Categorization Set - Answer (1) Create or identify saved search with docs to be categorized; (2) Identify or create Analytics Index; (3) create new Analytics Categorization Set Categorization | What are the nine fields in the "Analytics Categorization Set Layout"? - Answer (1) Name; (2) Documents to be Categorized; (3) Analytics Index; (4) Minimum Coherence Score; (5) Maximum Categories per Document; (7) Categories and Examples Source; (7) Example Indicator; (8) Auto-Synchronize on Categorize All; (9) Email Notification Categorization | ____________ is the minimum conceptual similarity rank a document must have to the example documents to be categorized - Answer Minimum Coherence Score Categorization | In the Analytics Categorization Set Layout, the default Minimum Coherence Score is ____________ - Answer 50 Categorization | In the Analytics Categorization Set Layout, a Minimum Coherence Score of ____________ would require an exact conceptual match for your example - Answer 100 Categorization | ____________ determines how many categories a single document appears in concurrently - Answer Maximum Categories per Document Categorization | The default value for "Maximum Categories per Document" is ____________ - Answer 1 Categorization | When creating an Analytics Categorization Set, what happens if "Maximum Categories per Document" is set to a number greater than 1? - Answer Raising "Maximum Categories per Document" greater than 1 will create a multi-object relationship and will eliminate the ability to sort documents by Rank field Categorization | In the Analytics Categorization Set Layout, the ____________ can be a single- or multiple-choice field that will be used as a source for the categories and examples when using the Create Categories and Examples option on the Categorization Set console - Answer Categories and Examples Source fields Categorization | Populating the ____________ field enables the Create Categorizes and Examples button on the console and eliminates the need to manually add categories and examples to the set before running a categorization job - Answer Categories and Examples Source field Categorization | In the Analytics Categorization Set Layout, the ____________ is used to create new examples when the Categories and Examples option is selected on the console - Answer Example Indicator Field
(3) when the "Add Analytics Example" window opens, select Categorization Set and Category Categorization | True/False: When selecting example documents, an example document should be at least a few paragraphs in length - Answer TRUE Categorization | True/False: An example document with several concepts/topics is a good example - Answer FALSE; Use text excerpts as examples if you have a document with multiple concepts/topics Categorization | True/False: An example based solely on email headers is a good example doc - Answer FALSE Categorization | True/False: An example based solely on metadata is a good example document - Answer FALSE Categorization | True/False: Numbers are good to use as examples - Answer FALSE Categorization | True/False: If you have identified an example document, you do not need to identify dupes/near dupes of that document - Answer TRUE Categorization | True/False: An example document should never be used as an example in more than one category in a single categorization set - Answer TRUE Categorization | Relativity recommends at least ____________ to ____________ examples per category to provide good coverage of the topic - Answer 5 to 20 examples per category Categorization | Relativity recommends limiting the number of examples you have per category to __________ total documents - Answer 15,000 documents Categorization | True/False: For Assisted Review, an example document should contain a sufficient quantity of text - Answer TRUE Categorization | True/False: For Assisted Review, documents that are privileged because of who sent them should not be used as example documents - Answer TRUE Categorization | True/False: For Assisted Review, a document that is Responsive because it is a family member to a Responsive document is a good example document
Categorization | True/False: For Assisted Review, a document created within a presumed responsive date range is a good example document - Answer FALSE Categorization | True/False: A document from a location or repository where docs are typically responsive is a good example document - Answer FALSE Categorization | When can you use "Create Categories and Examples" from the Analytics Categorization Set Console? - Answer (1) you have not created any categories or examples; (2) you have populated the designated Categories and Examples Source field on the Categorization Set layout Categorization | What happens when "Create Categories and Examples" is selected? - Answer (1) Relativity clears all existing categories and examples and generates new ones; (2) categories are created for each choice in the Categories and Examples source field; (3) if an Example Indicator Field is selected on the categorization set, examples are created for every document with a designation of Yes for the Example Indicator Field Categorization | What happens when you select "Create Categories and Examples" and do not select an Example Indicator field? - Answer (1) Relativity clears all existing categories and examples and generates new ones; (2) categories are created for each choice in the Categories and Examples Source field; (3) examples are created for every document where the Categories and Example source field is populated Categorization | What happens when you select "Create Categories and Examples" and select an Example Indicator field? - Answer (1) Relativity clears all existing categories and examples and generates new ones; (2) categories are created for each choice in the Categories and Examples Source field; (3) examples are created for every document where the Example Indicator field is tagged "Yes" Categorization | True/False: When you run a new categorization job, all results from the previous categorization job are deleted - Answer TRUE Categorization | In the Analytics Categorization Set Layout, what does Auto Synchronize on Categorize All do? - Answer If Auto Synchronize and Categorize on Categorize All is selected, if "Categorize All Documents" is selected, then all existing categories and examples will be cleared and the ones specified for the Categories and Example Source field will automatically be created Categorization | From the Categorization Set console, what does Categorize New Documents do? - Answer Incrementally runs the categorization process by adding to the category set records that have been imported since the initial categorization job was run Categorization | What 2 fields are created when you run a Categorization Set? - Answer (1) Categories -