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RELATIVITY CERTIFIED USER EXAM -
LITIGATION SUPPORT TIP OF THE NIGHT
Who associates a user to group? - A admin associates a user to a group, and then a workspace. What are the maximum number of characters in a password? - 50 characters. What is a Workspace? - Workspaces within Relativity are typically document repositories used to store, display, search, organize, and categorize documents related to a specific client. What is a User? - Users are individuals who have access to the Relativity environment. What is a Group? - Relativity users are organized by groups and may be associated with more than one at a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to workspace. What is a Document? - A document is a record within a Relativity workspace. What is a Field? - Fields are used to store document metadata or coding information within Relativity. What is a Choice? - Choices are predetermined values that are applied to Single and Multi-Choice List fields. What is a Views? - Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view. What is a Layout? - Layouts are web-based coding forms where users can view and edit Document field values. What is a Batch? - A static set of documents split into multiple document sets based on admin-set criteria
How can Yes/No fields be displayed? - On layouts as drop-down menus, radio buttons, or checkboxes. What are the three possible values of a Yes/No field? - Yes/No field displays in one of three possible states: Yes, No, or Null.
- Yes: Box is checked.
- No: Box is unchecked.
- Null: Box is filled in with a shaded blue square What are the best ways to display single and multi choice fields? - It's best to display a single choice field as a radio button list, and a multiple choice field as a checkbox list in the case of a long list of choices, both can appear as a pop-up picker. How is a required field marked? - A required field is marked by the orange line to the right of the field name. What happens if a child choice is selected? - Choices can be nested. If a choice is nested and the child choice is selected, the parent choice is automatically selected. What is the review batches tab and what five fields can you view there? - The Review Batches tab contains all the batches you can access. After clicking on the Review Batches tab, you also see important information about your batches, such as the batch name, batch status, who it's assigned to, the batch size, and if it has been reviewed. How can you move the browser to the opposite side of the document list? - Using the stacked dots icon at the upper left, you can move the browser to the opposite side of the document list. You can also resize the document browser width as you would any other window by dragging the edge separating the document list from the folder browser.
What caption appears when you hover over a cluster in a circle pack visualization?
- Hovering over a cluster will bring up a caption showing matching documents (those within the criteria of a filter or view for the cluster visualization - [conversely - the Document Breakdown pie chart in the corner shows the percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set] ); the total number of documents; the number of subclusters; and a coherence score. In a nearby cluster, a similarity score will also be shown. What does a coherence score for a circle pack indicate? - The coherence score indicates how closely related the documents in the cluster are to each other. What are nearby cluster visualizations and how are they accessed? - The nearby cluster visualization will display clusters radiating out from a single cluster that you select. The more similar the cluster, the closer it is to the select central cluster. Nearby cluster visualization is accessed by right clicking on any cluster in a circle pack. In the nearby clusters, hovering over any one circle will not only show the same details listed in the circle pack visualization, but also give a similarity score - how close the selected circle is to the main central circle on which the visualization is based. What is heat mapping? - Apply filters or a view to a cluster visualization will apply 'heat map' shading to the visualization. The circles of the visualization will be colored in shades from dark to light blue in order to show which have more of the terms of the filter. What is the purpose of the 'Highlight Matches' box in nearby cluster visualizations? - If there are very few hits in the visualization, you can check off 'Highlight Matches' , and the circles which contain any 'hits' will turn orange. What is the search panel in the User Interface? - Using the search panel, you can build complex searches using drag-and-drop functionality. You can set conditions and then drag and drop them into logic groups, which act as visual parentheses for your search query. This functionality is also available from the search builder when you create a saved search from the Documents
tab or from the Advanced & Saved Searches browser. What is the search panel in the User Interface? - Using the search panel, you can build complex searches using drag-and-drop functionality. You can set conditions and then drag and drop them into logic groups, which act as visual parentheses for your search query. This functionality is also available from the search builder when you create a saved search from the Documents tab or from the Advanced & Saved Searches browser. What does auto-run search for the search panel do? - Auto-run Search is On by default. With Auto-run Search set to On, each condition that you select from the searching panel will cause 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. What does the Rank field in dtSearch indicate? - The Sort by Rank option doesn't have any functionality in dtSearch. All documents returned have a rank of 100%. To learn more about the Rank column, see Running a concept search in the viewer. To learn more about the Rank column, see Running a concept search in the viewer in the Searching guide. How are the results from a concept search stored? - Review the conceptual hits in the Search Results Related Items pane. The results are sorted by rank. How do you run a concept search in a viewer? - Use the following steps to run a concept search in the viewer: Open a document in the Relativity viewer. Highlight a section of text. Right-click on the highlighted text. Select Analytics, and click Concept Search. Can you run a RegEx search in a Lucene index - Lucene searches support Regular Expression searches. Your Regex search must be inputted between forward slashes. What can a Lucene search be run on? - long text fields stored in Data Grid
How do you run Regex search in a Lucene index? - Lucene searches support Regular Expression searches. Your Regex search must be inputted between forward slashes. What can Lucene Search be run on? What needs to be enabled for a Lucene search? - Relativity allows users to use Lucene Search in on long text fields stored in Data Grid. So if your workspace is enabled for Data Grid, in the Search panel you click Add Condition, and then select Index Search. When the separate Index Search window opens you select Lucene Search. What is the EDRM? - What are the requirements for a password? - • 8 characters minimum (maximum
- Include the following: − 1 lowercase letter − 1 uppercase letter − 1 number − 1 non-alphanumeric character What is a workspace? - Workspaces within Relativity are typically document repositories used to store, display, search, organize, and categorize documents related to a speci c client. What is a user? - Users are individuals who have access to the Relativity environment. What is a group? - Relativity users are organized by groups and may be associated with more than one at a time. Groups are added to Relativity workspaces and access permissions may vary from workspace to workspace. How many batches can you check out at a time? - You can only check out one batch at a time. However, a system admin can assign you multiple batches at once. What is a document? - A document is a record within a Relativity workspace.
What is a field? - Fields are used to store document metadata or coding information within Relativity. What is a choice? - Choices are predetermined values that are applied to Single and Multi-Choice List elds. What is a view? - Views are customizable lists of items within Relativity. For example, a list of documents is controlled by a view. Wheat is a layout? - Layouts are web-based coding forms where users can view and edit Document eld values. What is a batch? - A static set of documents split into multiple document sets based on admin-set criteria. How can Yes/No fields be displayed? - Yes/No elds can be displayed on layouts as drop-down menus, radio buttons, or checkboxes. How can you set up null field? - In the case of checkboxes, remember that a Yes/No eld displays in one of three possible states: Yes, No, or Null. Yes: Box is checked.
- No: Box is unchecked.
- Null: Box is lled in with a shaded blue square. What is the best way to display a single choice field? A multiple choice field? - It's best to display a single choice eld as a radio button list, and a multiple choice eld as a checkbox list; however, in the case of a long list of choices, both can appear as a pop-up picker. How many choices can be selected on radio buttons? - You can select only one choice on the Designation single choice field radio buttons How many choices can be selected on checkboxes? - you can select multiple issues with the Issues multiple choice checkboxes. For instance, a Designation eld might have choices such as Responsive or Not Responsive
Can you filter saved searches? - 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. Where is the view bar and what does it do? - Controls which documents and fields are displayed in the document list. Where are dashboard functions? What do they do? - 5. Where you can your current dashboard. Match these terms to the correct de nition: View, Field, Group, Layout a. Stores document metadata. b. Organizes a system of users. c. Displays lists of items. d. Holds elds and choices. - a. Field b. Group c. View d. Layout Where is the Add Widget button and what does it do? - Adds a pivot or cluster widget to the dashboard. Where are the document list controls and what do they do? - Controls how your documents are displayed and how you navigate through them. Where is the sampling button and what does it do? - Use sampling to create a randomized sample of the documents. Where is the browser and what does it do? - Allows you to browse folders, saved searches, or the field tree. Where is the document list and what does it do? - Central location for viewing and acting on your documents. Where is the search panel and what do you use it for? - Create and set search and filter conditions for your documents
Where is the mass operations bar? What does it do? - Perform mass ops on some or all docs. Where is the save as search button? What does it do? - 13. Save your current search conditions on your list as a new saved search. Where are Total Items listed? - 14. Displays the total number of items in a set. Where is the show current path button, and what does it show? - 15. Displays the current folder path for the documents or saved searches you are viewing in the document list. What is shown in the view bar? - View menu - select a view or click the icons to edit or delete a document view. Related items menu - select whether to display related items to the documents displayed (e.g. Families, duplicates) What does the field tree browser do? Which icon do you click on to access it? - Browse your documents according to how they were coded or grouped Where do you click to access the clusters browser? What does it show and when can it show it? - Browse your workspace clusters, which are groupings of conceptually correlated documents. You must have Relativity Analytics to use the cluster browser and define clusters in your workspace. What do each of the icons to the left of the document list controls do? - reset column sizes. show/hide filters Clear filters turn grid style on / off Where is the dashboard dropdown and what can do you there? - 1. you can create a new dashboard here.
How does an admin make sure a user only see their assigned batches? - A system admin can create a view to only return documents within your assigned batches. If this view is created and all other documents are secured, you will only see documents in your checked out or assigned batches when you log in to the workspace. What are the three different batch statuses? - There are three different batch statuses. Batch status indicates what state a batch is in.
- Null: The batch is currently inactive.
- In Progress: The batch has been checked out, but not yet checked back in.
- Completed: The batch has been checked in as completed. What does the maximize option in properties section of the Pivot options pane? - Expand the widget dimensions to fit the entire document list screen. To revert the change, return to this pane and select Restore. What does the remove option in the properties section of the Pivot options pane do? - Delete the widget. How do you compare very similar documents? - A helpful way to identify these differences is to use the Relativity Compare feature. To compare documents, the Compare field ( ) must be present in your view. What color text is used to compare documents? - Clicking the Compare icon opens a new window, which automatically populates the initial document in the Compare field. Click the ellipsis on the With field to select the document you want to compare to the original document. Once both documents are selected, click the Compare button to trigger the analysis.
- 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. What are display types for a pivot chart? - • 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. What is a custom page configuration? - A dashboard. How do you access a dashboard? How do you which is the current dashboard? - To access a new dashboard, click the Dashboard drop-down in the upper-right. The dashboard you are currently viewing is highlighted in gray. What happens when changes are made to the current dashboard? - 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. What types of fields can be the OCR destination field? - Extracted Text and other long-text fields can be selected as your OCR destination field. When sorting and filtering what do you need to be mindful of? - Always be conscious of the folder and view you have selected, as these selections will impact sorting and filtering results. Where can you create and edit views? - 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. Do views update automatically? - Views are fully customizable and will update automatically as new documents that meet the view criteria are uploaded. You can apply a Favorite by selecting the star option from the user drop-down. True or false? - False How do you favorite a page? - To mark a page as a Favorite, click the gray star at the 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.
Where is the Navigation bar? - Where is the related items pane / toolbar? - Where are the core review interface toggle options? - Which icon do you click to undock the viewer? - Which icon do you click to pop out a standalone version of the viewer? - Which icon do you click to display the keyboard shortcuts legend? - Which icon enables/disables keyboard shortcuts? - Which icon do you click to show / hide the document list? - Which icon do you click to flip the view from the left to right, and vice versa? - Which icon do you click to show / hide the tab strip? - Which icon do you click to display the persistent highlight sets? - What do you click to reset to the default zoom? - What are the 7 options in the user drop down menu? - 1. Home
- Reset password
- My Settings
- Logout
- Help
- Support
- About What are the 9 options available in My Settings? - 1. First Name
- Last Name
- Email Address
- Skip Default Preference (Normal / Skip)
- Default Filter Visibility
- Item List Page Length
- Default selected File Type
- Default Saved Search Owner: Determines whether saved searches are public or only private to the logged in user by default.
- Native Viewer Cache Ahead: If checked, pre-loads the next native document in your review queue when the active document is loaded. Where do you click to locate terms in the viewer? - Where do you click to save a document as a PDF? - How do you move between highlights? - Where do you display the viewer version information? - Where is the bandwidth tester? - What icon do you click to show the transcript word index? - What shows/hides the right click tag list for transcripts? - What icon shows/hide document image thumbnails? - Which icon rotates all pages? - Which icon rotates the current page? - Where do you click to select within a document? - How many fields can be displayed in a view? - An unlimited number. When threads are displayed in a view how are indentation levels showns? - When threading is applied, square indentation bubbles indicate each email's 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
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. How do you determine if an email is inclusive? - You'll 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. Please note the following about inclusive emails:
- 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. How do you alter the scope of a folder? - The orange folder icon in the Folder browser shows the scope menu, which controls the folder scope of the documents returned. Click the drop-down arrow next to the scope menu to change scope. The scope menu contains the following options:
- 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. Are all near textual dupes with a score of 100% principals? - 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. How can different document families be displayed in a view? - 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. What do views control? - Views are created to control:
- Items displayed in lists, based on a set of specified criteria.
- Fields of information related to displayed items.
- The default sort order of the items. What are the sections of a view bar? - The view bar consists of the following sections:
- Views.
- Include Related Documents. What options do you have when you save a document as a PDF? - Save document as a PDF with normal or transparent redactions and highlights with the option to include a slip sheet Where do you click to highlight an image? - Where do you click to change the font size a redaction? - Where do you click to delete one or more deletions? - Where do you adjust the markup visibility? - How do you display the viewer version information? - Where is the document layout mode selection? - Where is the email thread visualization icon? - When imaging a document on the fly, can you select between more than one profile? -
