Threading review setup

This recipe suggests some ideal views to make available to your reviewers to assist with the document review process.

Requirements

  • Relativity 8.0 or above
  • Workspace access
  • Relativity Structured Analytics application

Directions

The following sections contain sample views that you can create along with workflow use cases for each. The use cases provide details about the results of the Email Threading Structured Analytics sets. These views can be very useful for your reviewers. See the table that appears after the following views for an explanation of each of the fields.

Sample view for Inclusive email with family

You can use this view to identify all the inclusive emails that need to be reviewed. This view is particularly useful in the following situations:

  • You're running threading analysis on a Custodial level.
  • Duplicate emails matter from a production perspective.

This view provides context for review by displaying family members like attachments to an email when going doc to doc.

In conjunction with this view, the Related Items pane for a Thread Group view can help reviewers find context for the email that is being reviewed.

Sample view for Inclusive and non-Duplicate email with family

You can modify the conditions on the preceding view to return only inclusive, non-duplicate emails, plus family. You can use this view to identify all the inclusive emails that need to be reviewed. This view is useful when you're running threading analysis across the entire dataset, and the case team has agreed to produce just the inclusive non-duplicate emails.

This view provides context for reviewing by displaying family members like attachments to an email when going doc to doc.

In conjunction with this view, the Related Items pane for a Thread Group view can help reviewers find context for the email that they're reviewing.

Sample view of the Related Items pane for an Email Thread Group

This default view is available in the Related Items pane. Reviewers can identify the context of an email that is being reviewed. You can use this view with both sample views identified previously.

Sample view for Near Dupe Documents

This view displays all near duplicate documents that are grouped together and identifies the percentage of similarity to the Principal documents.

Note: From a review standpoint, it's important for the reviewer/case team to be aware that the document with the most amount of text is identified as the Principal document.

Sample view showing Near Dupes group

Sample view of the Related Items pane for a Near Dupe Group

This default view is available in the Related Items pane. Reviewers can identify the context of an email that is being reviewed. You can use this view in conjunction with the Sample view for Near Dupe Documents.

Related Items pane showing near dupe group

Label Field(s) / Logical Groups Description
A Control Number Unique Identifier for the document
B Email Threading Display

Custom (system) field created following Email Thread analysis that provides a visual representation of the Indentation of the email (Label-F), Subject Line, and Attachments to the email.

C Email Thread Group Custom (system) field created following Email Thread analysis that maintains the relationship of all the emails in an email thread.
D Inclusive Email / Inclusive Reason Custom (system) field created following Email Thread analysis that identifies if the email is Inclusive and the reason for inclusiveness (typically tied to contents of the message and/or presence of an attachment)
  • Inclusive email = Yes: The email contains all the contents of the prior emails.
  • Inclusive Reason = Message: The contents of the email classify the email as Inclusive.
  • Inclusive Reason = Attachment:  The email contains an attachment that needs to be reviewed.
E Email Duplicate Spare / Email Duplicate ID
  • Custom (system) field created following Email Thread analysis that identifies whether the document is a duplicate email in the collection analyzed and provides a unique identifier to that duplicate email.
  • Email Duplicate Spare = No: Not a Duplicate email
F Indentation This Custom (system) field created following Email Thread analysis defines the depth of the email in the email chain. The example here represents that the email was third in the chain.
G N/A An example email along with associated attachment.
H N/A An example Inclusive email (based on the message contents).
I N/A An example Inclusive, but duplicate email (based on the message contents).
J N/A An example Inclusive email (based on the message contents & presence of an attachment).
K Textual Near Dupe Group

Custom (system) field populated following Near Dupe analysis that maintains the relationship of textually near duplicate documents.

L Textual Near Dupe Similarity / Textual Near Duplicate Principal Custom (system) field created following Near Dupe analysis that identifies whether the Principal document (the one with the most text) and the Similarity score provides the score of all the associated Near Duplicate documents in that Near Dupe Group.
M Email Threading Relational Field Icon Icon available in the Related Items pane in the document viewer that, when clicked, identifies all the documents related to that Email Thread group.

N

Near Dupe Relational Field Icon Icon available in the Related Items pane in the document viewer that, when clicked, identifies all the documents related to that Near Dupe group.
O Document Compare Icon This text comparison icon, when clicked, you can view the differences in text between two documents (useful for comparing near dupe documents.)

References