Relativity Platform Fundamentals, Exams of Advanced Education

Various aspects of the relativity platform, including user permissions, search functionality, mass operations, imaging and production, and other key features. It provides detailed information on topics such as user associations, search options, file formats, redaction, and field management. A comprehensive guide or training material for users of the relativity platform, covering a wide range of functionalities and capabilities. The level of detail and technical nature of the content suggest it could be useful for university-level courses or training programs related to e-discovery, litigation support, or information management systems.

Typology: Exams

2024/2025

Available from 10/18/2024

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RCA 8.1 EXAM PREP - EXPANDED
QUESTIONS AND ANSWERS NEW
SOLUTION GUIDE 2023
What are the two modes in Relativity? - 1. Admin Mode and 2. Workspace Mode
Where can a user change their personal settings? - In drop-down menu under
Name (Upper-right corner of Relativity) when clicked.
What happens when you apply the data focus? - Hides workspace name (Upper-
Left corner of Relativity) next to Relativity Icon
Before a Relativity license expires, you'll receive an alert regarding the expiration -
-- days prior, and you will have a --- day grace period. - 1. 30 days and 2. 7 days
What tasks can you do through the License tab? - 1. Apply a license key, 2.
Generate a License Request/Request a license key 3. Review your license details
What are the requirements on client name? - Value must be between 1-50
characters.
What are the requirements on client number? - Value must be between 1-50
characters.
What are the two default options for client status? - 1. Active and 2. Inactive
Does the client status impact user permissions? - No
What are the two optional fields present when creating a new client? - 1.
Keywords and 2. Notes
True or False? In the client details form, both hyperlinked users and matters
which are associated with the client are present. - True
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RCA 8.1 EXAM PREP - EXPANDED

QUESTIONS AND ANSWERS NEW

SOLUTION GUIDE 2023

What are the two modes in Relativity? - 1. Admin Mode and 2. Workspace Mode Where can a user change their personal settings? - In drop-down menu under Name (Upper-right corner of Relativity) when clicked. What happens when you apply the data focus? - Hides workspace name (Upper- Left corner of Relativity) next to Relativity Icon Before a Relativity license expires, you'll receive an alert regarding the expiration - -- days prior, and you will have a --- day grace period. - 1. 30 days and 2. 7 days What tasks can you do through the License tab? - 1. Apply a license key, 2. Generate a License Request/Request a license key 3. Review your license details What are the requirements on client name? - Value must be between 1- 50 characters. What are the requirements on client number? - Value must be between 1- 50 characters. What are the two default options for client status? - 1. Active and 2. Inactive Does the client status impact user permissions? - No What are the two optional fields present when creating a new client? - 1. Keywords and 2. Notes True or False? In the client details form, both hyperlinked users and matters which are associated with the client are present. - True

What are the requirements on matter name? - Value must be between 1- 50 characters. There are two optional fields, keywords and notes, where extra information about a matter can be recorded. These fields are useful for ... - searching and filtering on the list of matters What are clients directly associated with (linked with)? - Users and Matters True or False? Clients are directly associated with Users and Groups. - False True or False? A client's status does not impact user permissions. - True A matter name cannot exceed: - 50 characters True or False? The following is a valid client name: Walker $ales - True What happens when you change the Matter Status to inactive? - The matter may not show up on a drop-down menu. What are the two conditions for a new user to see a workspace? - 1. user is associated with a group 2. the group which this user is associated with, is associated with a workspace What are the two default types for a new user? - 1. Internal and 2. External True or False? The type of a new user affects database activities including reporting purposes. - False True or False? The Advanced Search Public By Default field determines the user's default search owner value. - True What must the 'Relativity Access' field in the users settings be set to in order for the user to log in? - Enabled True or False? If the 'Document Skip' field is set to 'Disabled' in the users settings then the user will not be able to skip through documents. - True

Relativity uses strong passwords. What are the criteria? - At least 8 characters, 1 capital letter, 1 lowercase letter, 1 number, 1 symbol/special character True or False? A user can be directly added to a workspace. - False What are the two different ways to add users to groups? - 1. In the Group details page, by clicking the 'Add' button next to Users and 2. In the Users details page, by clicking the 'Add' button next to Groups True or False? A user can only be removed from a group in the Groups details page. - False True or False? After creating a new group, the group is assigned a default workspace. - False True or False? Multiple groups with the same user are allowed to be assigned to the same workspace. - True True or False? If multiple groups with the same user are assigned to the same workspace, the higher level permissions are applied to that workspace. - True True or False? Relativity Admins are automatically added to the Relativity Script Administrators Group. - False True or False? When a new workspace is created, it is accessible to all users. - False Clicking the help link from the User Drop-down menu will open ...? - the online documentation for that version of Relativity that you are currently running. Which mode is used to setup Resource Pools? - Admin Mode True or False? A workspace can be assigned to more than one resource pool. - False Where can a user be added to a group? - 1. Users tab and 2. Groups tab

If a user is a member of multiple groups that are assigned to the same workspace, which permissions are applied? - Permissions with the higher level Where do you add a group to a workspace? - Workspace Mode - > Workspace Details True or False? Relativity Help can be disabled for system administrators. - True In order to import an application, a user must belong to what group? - Relativity Script Admin True or False? You must have administrative rights on the client machine in order to perform installations. - True True or False? For first-time installations of the Relativity Desktop client, the Instance Name that you enter will be included with a request for a Relativity license. - True True or False? A field 'type' may be changed after creation. - False You choice of field type may affect .... - System Performance What setting in user settings may effect system performance, if enabled and there a many large documents in the review set? - 'Native Viewer Cache Ahead' True or False? 'Document Skip' is enabled by default for a new user. - True From which tab can you download the Relativity Desktop Client? - Workspace Details Tab (Under Administration Tab) How can you view the personal items of another user in your workspace? - - > Admin Tab - > Workspace Details - > View Another User's Personal Items - > Select user to view personal items True or False? When importing into Relativity, you do not need to map all of the load files fields to your workspace fields. - True

The following Images types can be imported into Relativity as images: a. Single Page PDFs, b. Multi-page PDFs, c. Single Page JPGs, d. Multi-page TIFs, e. Single Page Group IV TIFs - c, e When previewing errors, Relativity only displays the first ---- errors. - 1, What are the options from the Multi-Select Field Overlay Behavior drop-down? - Merge Values, Replace Values, Use Field Settings What are the options from the Overwrite drop-down in the Field Map when Importing a Document Load File? - Append Only, Overlay Only, Append/Overlay The RDC requires the following to be installed on the workstation (select all that apply): a. Microsoft Visual C++ 2005, b. Microsoft Visual C++ 2010, c. Microsoft .NET 4.0, d. Microsoft .NET 2.0 - b. Microsoft Visual C++ 2010, c. Microsoft .NET

True or False? In the RDC, it is possible to import choices as nested. - True How would you move fields between workspaces? - Exporting and Importing applications is the only way to move fields between workspaces. True or False? Once a field has been created, the field type can be changed. - False True or False? All field types are available to tally on. - False - only fixed-length text, choice, user, and number fields associated w/ documents or objects What file formats are available when using the Export to File Mass operation? - .xls, .csv, .dat True or False? The Related Items pane displays in the bottom-right corner of the core reviewer interface. - True What are the two common relational fields? - MD5Hash and Group Identifier Which object field types will propagation work on? - Document object field types

True or False? By default, a warning message will display to let users know propagation is active on the workspace. - False If document skip is enabled, what will happen if propagation is applied to the workspace? - Documents where the conditions of the view is met and propagation is applied will automatically be skipped. True or False? Propagation is applied to the field and not the choice. - True What is the recommended incremental order when adding choices? - Order in increments of 10 (10, 20, 30) A new choice can be added from the ---- tab or a coding ----. - Choices; layout True or False? It is not possible to secure a layout. - False When building a layout, what is used to help break up different sections of fields?

  • Categories Name two places you need to enable Copy from Previous. - 1.) On the field as you are building the layout, 2.) Clicking the Copy from Previous button in the Layout Tools console True or False? System shortcuts cannot be deleted. - False Select the keyboards commands that can be used for custom keyboard shortcuts: a. Ctrl, b.Function, c. Shift, d. Alt - a. Ctrl, c. Shift, d. Alt What is the icon for contextual help in a layout? - Question mark button Which of the following options are mass operations? a. Mass Batch, b. Mass image, c. Mass delete, d. Mass undo - a. Mass Batch, b. Mass image, c. Mass delete What file formats are available when using the Export to File mass operation? - .xls, .csv, .dat

True or False? By default, all fields are available to Pivot on. - False, you must enable Pivot on or group by on the field. Where would you go to change the look and feel of a Pivot chart? - Cog button What field types are summary reports limited to? - Multiple-choice list, Single- choice list, User, Yes/No True or False? When adding new documents, a keyword index must be manually rebuilt. - False A keyword search on the word apply* would return the following results: a. Apply, applies, applying; b. Apply, application, applies, applying; c. Apply, applying; d. Apply only - c. Apply, applying What dtSearch operator would you use to search for documents within certain proximity of each other? Is this the same for the beginning and end of a document? - w/#; no (xfirstword, xlastword) A dtSearch index must have a saved search built on the --- field in order to index successfully. - Extracted text True or False? Keyword searches do not return individual digits. - True If searching for specific digits or a single letter/character which search would you use? - dtSearch (Keyword searches do not understand specific digits or letters) True or False? Each term in a search term report must be entered on a separate line. - True True or False? After the search terms results are generated from a Search Terms Report, you can edit the name or Relativity Highlight Color of a term. - False True or False? Search Terms Reports are updated automatically, when you add documents to your database, it will update your report. - False

If tagged, where are search terms reports displayed? - Field tree If you enter terms with no color coding, what will the background color default to? - Magenta True or False? The following is a valid persistent highlight set highlight term: Trade~ - False Where can a user switch off persistent highlights? - In the Show/Hide Persistent Highlight Sets Pane inside the view. Click the primary light bulb in the left hand pane. You may also individually turn on/off by unchecking boxes. True or False? When adding new documents to a workspace, all terms appearing in the new documents will be highlighted if the persistent highlight set source is Highlight Fields. - False Name the two Relativity transform sets. - Domain Parsing and Conversation Index Parsing True or False? A transform set extracts text matches, writing the results to a specified field. - True Which of the following items need to be created prior to creating a transform set? a. Data source; b. Object field; c. Multi-object field; d. Destination field - a. Data source; b. Object field; c. Multi-object field; d. Destination field What is the name of the email program that creates a conversation index? - Microsoft Outlook A conversation index is a unique ---- character number. - 44 True or False? An indented list can be created on any object type. - False, must be created on the Document object What visual indicator is used to help represent the relations between the documents? - Indented lists are aligned with dots indicated levels between the initial record and subsequent records

What is the dashboard view in Relativity that provides a centralized location to run scripts? - Script Group What are the different options for production numbering? - Page level numbering; Document level; Original image numbering Why should you secure the Productions object? - The Productions checkbox is the only live checkbox by default. There are no permissions for specific viewer options. To restrict productions from appearing in the viewer for a certain group. True or False? When producing natives only, documents receive one Bates number per page. - False Where do you set a coding conflict check? - Administration | Workspace Details | Production Restriction True or False? Relativity will not automatically re-OCR documents with redactions that are included in a production set. - True What field type would you use for the OCR destination field? a. Fixed-length; b. Long Text; c. Yes/No; d. Single Choice - b. Long Text If you are an administrator, where could you see all submitted OCR jobs in your environment? - Admin mode | Queue Management | OCR Queue True or False? Applying certain settings in your OCR profile may decrease the speed of your OCR job. - True Where do you export an application from? a. workspace details tab; b. Admin mode; c. Relativity Applications tab; d. Relativity Desktop Client - c. Relativity Applications tab True or False? It is possible for a user to be given specific permissions in order to import an application. - True True or False? Externally created productions can be imported into Relativity. - True

Which of the following is not an option under the Export menu in the RDC? a. Search Terms Report; b. Saved Search, c. Folder and Subfolders; d. Folder - a. Search Terms Report True or False? It is possible to start the export at any record number for a saved search. - True True or False? A warning message is displayed if you are missing information required to run the export. - True A client is directly related to which other objects? - A Matter and A User True or False? The field type cannot be changed for a field after saving it. - True True or False? A User is assigned directly to a Workspace. - False What are the requirements for a password in Relativity? - 8 characters in length, one uppercase letter, one aplhanumeric character, and one special symbol. A client, matter and group name must be between one and what number of characters in length? - 1 - 50 (Name fields limited to 50 characters) Search Terms Reports are powered by which index? - dtSearch What is a saved Pivot called? - Pivot Profile What is Relativity's default search engine? - Keyword Search What characters are used for wildcard, stemming, and fuzzy searching? - * - wildcard (also? and .) ~ - stemming, % - fuzzy True or False? The "Message of the Day" can be applied on a workspace-by- workspace basis? - False Where can you export an application from? a. Relativity Desktop Client; b. Applications Console, c. Workspace Details - b. Applications Console

True or False? A Search Terms Report (STR) can be run against any search index. - False What setting allows you to see Total with Hits + Family in the document breakdown of your Search Terms Report? - Relational Field True or False? The Client Status field is used for billing purposes. - False What function cannot be performed in Admin mode? - Edit Search Indexes True or False? System administrators can reset their password using the password reset functionality on the Relativity login page. - False Which search operators can be used in a textbox filter? a. NOT; b. AND; c. OR; d. BETWEEN - b. AND; c. OR; d. BETWEEN A wildcard is automatically applied to a ____ filter. - textbox Which of the following can you use the password bank with? a. Imaging Sets; b. Mass imaging; c. Image-on-the-fly; d. Document viewer - a. Imaging Sets; b. Mass imaging; c. Image-on-the-fly What operators are available when adding a second condition in a saved search? a. NOT; b. AND; c. OR; d. BETWEEN - b. AND; c. OR True or False? When Highlight Fields is selected as the source, Persistent Highlighting automatically updates after new data is loaded into a workspace. - False True or False? You can enable the required Group By and Pivot On fields when creating a pivot profile. - False True or False? Relativity system keyboard shortcuts cannot be edited by an administrator. - False

Using the Email Link icon, which of the following item(s) can you email a link to? a. Search terms reports; b. Summary reports; c. Searches; d. Documents - c. Searches; d. Documents How do user and audit tables reference users? a. By user number; b. By user ID. ; c. By email address.; d. By first and last name - d. By first and last name True or False? Specific file types can be restricted from Native download. - True True or False? During export, it is possible to prioritize between OCR text, extracted text, and other long text fields in a production. - True What image file types are available when exporting a production set in the Relativity Desktop Client (RDC)? a. Single-page TIF/JPG; b. Multi-page TIF; c. PDF; d. Single-page Excel - a. Single-page TIF/JPG; b. Multi-page TIF; c. PDF True or False? During the production process, selected Bates fields will be overwritten. - True What types of redactions are available in Relativity? a. Black Box; b. Full page redactions; c. Cross redactions; d. White Box redactions - a, b, c, d Which of the following are mass operations in Relativity? a. Image; b. Produce; c. Replace; d. Batch - a, b, c Which words are contained in a word index? a. All words except noise words; b. All highlighted words; c. All words except keywords; d. All words - a. All words except noise words When creating an indented list, what is required? a. Extracted text; b. Date Field; c. Indentation Method; d. Group Definition - c. Indentation Method; d. Group Definition If you're creating a conversation family, what indentation methods are available? a. Conversation Index; b. Domain Parsing; c. Equivio; d. Numeric - a. Conversation Index; c. Equivio; d. Numeric

True or False? Applications are exported from the Relativity Desktop Client (RDC).

  • False True or False? If an error occurs on importing, the import process is immediately stopped and the error must be fixed. - False True or False? After loading documents, an index must be built before you can run a keyword search. - False True or False? It is possible for a user to check in a partially completed batch. - True Which link do you select if you want to see a graphical breakdown of your search terms? a. Show Term Chart; b. Search Terms Report; c. View Term Report; d. View Terms - c. View Term Report True or False? "Apple1!" is a valid password. - False Which of the following file formats are metadata export options? a. .csv; b. .pdf; c. .jpg; d. .html - a. .csv; d. .html If you want to add a contextual help to a layout, what must you do? a. edit a field; b. Click the category name; c. Click the Layout Tools Console; d. Click the "Add Text" button on the category - b. Click the category name When in the Layouts tab looking at all the layouts in your case, which filter would you apply to see the inline Tagging layout? a. Object Type = Document; b. Object Type = Inline Tagging; c. Object Type = Layouts; d. Object Type = Fields - a. Object Type = Document A client is directly linked to what object(s)? a. Workspace; b. User; c. Matter; d. Group - b. User; c. Matter Which items are copied to a new workspace when using a template? a. OCR Profiles; b. Choices; c. Views; d. Matters - a. OCR Profiles; b. Choices; c. Views

When creating an indented list, what is required? a. Extracted Text; b. Group Definition; c. Date Field; d. Indentation Method - b. Group Definition; d. Indentation Method True or False? A script admin has permission to edit any locked script in the Relativity Script Library. - False True or False? An administrator has permission to delete a system view. - False What permissions will a user have if he is in two groups in the same workspace? a. No group permissions; b. A combination of both groups.; c. Highest group permissions of both groups.; d. Lowest group permissions of both groups. - c. Highest group permissions of both groups What options are available when you save a list? a. Replace existing list; b. Create new list; c. Merge lists; d. Append list - a. Replace existing list; b. Create new list What options does the sampling menu provide for the sampling type? a. Percentage; b. Fixed size; c. Statistical; d. Ratio - a. Percentage; b. Fixed size; c. Statistical True or False? To create a script group, you must first set the Category field to "Dashboard". - False When the proper encoding has been setup for a new load file, how are fields displayed? a. Date last modified; b. Date created; c. Reverse alphanumeric order; d. Alphanumeric order - d. Alphanumeric order What are the options when applying full-page redactions using the Mass Redact option? a. Redact a range of pages within a document; b. Redact all pages in a document; c. Redact all pages of a group of documents; d. Redact the footers of a group of documents - a. Redact a range of pages within a document; b. Redact all pages in a document True or False? Contextual help is a feature that will tell the reviewer which documents are responsive or not responsive. - False