Relativity Bag of Tricks
Bag of Tricks Dallas User Group
© kCura LLC. All rights reserved.
Agenda • Introductions
• Tricks from the Relativity bag – Let’s have a conversation – Ask questions – Contribute your stories – Have fun!
© kCura LLC. All rights reserved.
Bag of Tricks • Dashboards, Pivots, and Reporting
• Efficient workflows and Project Management • Textual Near Duplicate workflows • Email Threading workflows • Batch Set workflows and tips
© kCura LLC. All rights reserved.
Dashboard, Pivots, Reporting
© kCura LLC. All rights reserved.
Dashboards, Pivots, and Reporting •
Using pivot profiles in new and classic UI
•
Overview of data loaded into workspace
•
Monitor status and progress
•
Cluster visualization
•
Use for reporting – Export individual widgets – Export dashboard
•
Recipe - Creating commonly used dashboards in Relativity – https://help.kcura.com/9.4/Content/Recipes/Data_Visualization_and_Analysis/Creating_co mmonly_used_dashboards_in_Relativity.htm
© kCura LLC. All rights reserved.
Efficient workflows and Project Management tips
© kCura LLC. All rights reserved.
Efficient Workflows and PM Tips •
Sampling
•
Lists
•
Conflict searches
•
Propagation
•
Event Handlers
•
Deploy components with applications
•
Track document field edits by reviewer
– https://help.kcura.com/9.4/Content/Advice_Hub_Solutions/Track_document_field_edits_by_ reviewer.htm
© kCura LLC. All rights reserved.
Sampling for Success
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
QC: Use Sampling to Your Benefit 1
© kCura LLC. All rights reserved.
2
QC: Save the Results
© kCura LLC. All rights reserved.
Textual Near Duplicate workflows
© kCura LLC. All rights reserved.
Textual Near Duplicate workflows •
QC conflict checks
•
Streamlining review of loose documents
•
Identifying nearly similar documents – Match up newly loaded docs to similar coded docs
© kCura LLC. All rights reserved.
Email Threading workflows
© kCura LLC. All rights reserved.
Email Threading Workflows •
Review inclusive, non-duplicate emails – Set up an email threading view
•
If producing all emails in thread – tag non-reviewed items as to be produced
•
Email Thread Visualization
© kCura LLC. All rights reserved.
Batch Set workflows and tips
© kCura LLC. All rights reserved.
Batch Sets •
By STR
•
By Cluster
•
Keep threads together in Batch Set – Family Field = Email Thread Group – Include entire thread in Batch Data Source saved search – Sort search by Email Thread Group
© kCura LLC. All rights reserved.
Thanks for attending!
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
Agenda • Introductions
• Tricks from the Relativity bag – Let’s have a conversation – Ask questions – Contribute your stories – Have fun!
© kCura LLC. All rights reserved.
Bag of Tricks • Dashboards, Pivots, and Reporting
• Efficient workflows and Project Management • Textual Near Duplicate workflows • Email Threading workflows • Batch Set workflows and tips
© kCura LLC. All rights reserved.
Dashboard, Pivots, Reporting
© kCura LLC. All rights reserved.
Dashboards, Pivots, and Reporting •
Using pivot profiles in new and classic UI
•
Overview of data loaded into workspace
•
Monitor status and progress
•
Cluster visualization
•
Use for reporting – Export individual widgets – Export dashboard
•
Recipe - Creating commonly used dashboards in Relativity – https://help.kcura.com/9.4/Content/Recipes/Data_Visualization_and_Analysis/Creating_co mmonly_used_dashboards_in_Relativity.htm
© kCura LLC. All rights reserved.
Efficient workflows and Project Management tips
© kCura LLC. All rights reserved.
Efficient Workflows and PM Tips •
Sampling
•
Lists
•
Conflict searches
•
Propagation
•
Event Handlers
•
Deploy components with applications
•
Track document field edits by reviewer
– https://help.kcura.com/9.4/Content/Advice_Hub_Solutions/Track_document_field_edits_by_ reviewer.htm
© kCura LLC. All rights reserved.
Sampling for Success
© kCura LLC. All rights reserved.
© kCura LLC. All rights reserved.
QC: Use Sampling to Your Benefit 1
© kCura LLC. All rights reserved.
2
QC: Save the Results
© kCura LLC. All rights reserved.
Textual Near Duplicate workflows
© kCura LLC. All rights reserved.
Textual Near Duplicate workflows •
QC conflict checks
•
Streamlining review of loose documents
•
Identifying nearly similar documents – Match up newly loaded docs to similar coded docs
© kCura LLC. All rights reserved.
Email Threading workflows
© kCura LLC. All rights reserved.
Email Threading Workflows •
Review inclusive, non-duplicate emails – Set up an email threading view
•
If producing all emails in thread – tag non-reviewed items as to be produced
•
Email Thread Visualization
© kCura LLC. All rights reserved.
Batch Set workflows and tips
© kCura LLC. All rights reserved.
Batch Sets •
By STR
•
By Cluster
•
Keep threads together in Batch Set – Family Field = Email Thread Group – Include entire thread in Batch Data Source saved search – Sort search by Email Thread Group
© kCura LLC. All rights reserved.
Thanks for attending!
© kCura LLC. All rights reserved.
