After using snippets and concepts to review patent results from the global search, the next step is to analyze files in RelativityOne. Here, you can apply additional filters and conditions to narrow your results, along with more advanced reviewing capabilities such as persistent highlighting, tags, and commenting. The following content is a summary of the most pertinent features you might use for reviewing and culling patents in RelativityOne.
This page contains the following information:
RelativityOne ingests documents imported from Relativity Patents through three indexes: Abstract, Claims, and Description. The three indexes are conceptual, where document sets contain similar concepts within documents and not necessarily identical terms or phrases. After ingestion, you can add additional filters or continue the workflow by reviewing and coding. During the coding process, you tag documents using predefined markers, such as marking the document as relevant or not relevant, along with adding comments, if needed.
The default view is Patent View. From here, you can apply filters to columns, conditions to fields, or use a search method to refine your document list further. This page describes some of the more common features found in the Patent View; for more detailed information on the workspace environment in general, see Workspace navigation.
The default Patent View displays a list of all documents imported from Relativity Patents. Click a row to view the files in the Document Preview pane on the right side of the screen. From here, you can scroll through the pages for a preliminary view of the patent content, diagrams, and drawings. You can filter columns from the document list, apply conditions to fields, and use saved and conceptual searches to narrow your search results. Click a Patent ID to launch the Document Viewer, where you can use more advanced features, such as highlighting and coding.
You can apply filters to columns in the List View to narrow the document list results. Use the following steps to apply column-level filters:
- Click the Show/Hide Filters icon to activate column filtering.
- Enter a keyword in one or more filter text boxes, and press <ENTER>.
Alternatively, select an option from a drop-down menu if available.
- Click Apply.
Add search conditions to create more complex search queries using fields, operators, and values. Follow the steps below to add a condition:
Click the Add Condition drop-down menu and select Condition.
The Add Condition - Select Field modal window appears.
Select a field on which to apply the condition.
You can also select the Index Search or Saved Search option to search entire indexes.
The Filter modal window appears.
Select an operator.
Enter a keyword or phrase.
Click Add condition to add another operator/field to the query,
Click Apply to commit the conditions.
To run the search against the document list, click the Run Search button located at the bottom of the left side column. To automatically run the search after adding each condition, toggle the Auto-run control to on.
To edit the condition:
Hover over the condition block to expose the controls.
Select from the following controls: Move, Copy, Collapse, Disable, or Delete.
Click the condition block to launch the editor.
From here, you can edit the query string or add another operator to the query string.
Click Apply to save your changes.
After adding multiple conditions, use logic groups to prioritize the order in which the conditions run. Follow to steps below to add a Logic Group:
Click the Condition drop-down menu.
Select Logic Group.
A light green frame appears.
Drag and drop conditions into the frame to group them.
You can add as many logic group frames as needed.
Use the AND or OR operators between frames.
Click Run Search (if Auto-run is off.)
After the search runs, the query strings appear as a condition block in the left side column. Use the condition block controls to edit or copy the condition or remove it altogether.
Use keyword or conceptual searches to search against an index (Abstract, Claims, Description) or Full Text. Conceptual searches use dtSearch syntax such as proximity, operators, and wildcard. When searching patents, use either the Claims or Full Text index for the best results. After you run the search, you can edit the condition to add or remove search criteria. For more information on dtSearch syntax, see Using dtSearch syntax options.
Use the following steps to run a search:
- Click the search index drop-down menu.
- Select a search index - Claims, FullText, or Keyword.
- Enter a keyword, phrase, or dtSearch string into the search text box..
- Click Search.
The Relativity Patents workspace has predefined saved searches that you can use immediately. When you import files from the Relativity Patents module into the RelativityOne workspace, documents are ingested against three indexes: Abstract, Claims, or Description. Administrators can also add additional saved searches based on the existing indexes or create custom indexes. For more detailed information on saved searches, see Saved search.
In general, the Relativity Patents workspace has the following saved searches:
Note: You may see slightly different indexes based on your workspace and search requirements.
- All Docs - displays all documents.
- Has Native - displays a list of documents containing native files.
- 0 - Full Doc - displays a list showing abstracts, claims, and descriptions for each patent.
- 1 - Abstract - displays a list of abstracts for each patent.
- 2 - Claims - displays a list of claims for each patent.
- 3 - Description - displays a list of descriptions for each patent.
Click the Saved Searches icon to expose the default search indexes.
Click a saved search to run it against your document list.
The document list pane displays relevant results. You can view the total number of files returned in the lower right corner of the document list pane.
After running a filtered search, results appear in the document list pane, either by applying conditions or by saved search. A new Rank column provides a score indicating the document's probability or similarity to the search criteria. Documents are sorted by the highest rank, descending. Select an operator from the Rank drop-down menu to filter ranked documents, then enter a value in the Filter text box. Press <ENTER> to apply the filter. For more information on document ranking, see Find similar documents.
After you import documents into RelativityOne, they are ready for review and coding. RelativityOne ingests imported documents through three indexes: Abstract, Description, and Claims. After ingestion, you can add additional filters to further cull documents, code documents as relevant or non-relevant, and add other predefined tags. Finally, after selecting a document, you can search for similar documents. The results are ranked by similarity, allowing you to view the most relevant content in your search. For detailed documentation on the document viewer, see Viewer. For detailed information on reviewing and coding documents, see Reviewing documents in Relativity.
Use the document viewer to view files in multiple formats such as native, image, extracted text, and more. If the document has not been imaged, you can image it in real-time.
- Native- view an HTML rendering of the document as close to the original version as possible. From here, you have the option to save the document as a PDF.
- Image - view the document as a TIFF or JPEG formatted file. In this format, you can highlight and redact content.
- Extracted text - provides controls for viewing extracted text in blocks, along with long-text fields.
To launch the document viewer, click the Patent ID of any record. The file opens in the viewer.
Click Exit viewer to return to the document list.
Use persistent highlight sets to highlight text within a document. Relativity Patents administrators can create reusable sets of terms and set background and text colors. Reviewers can toggle highlight sets on and off or enter custom terms on the fly. Use the following steps for entering highlight terms:
Click the Persistent Highlighting icon so that it is active.(An active icon is orange.)
Check the boxes next to the terms you want to highlight; uncheck the boxes next to terms you do not want to highlight.
Click Add Term to add a new term.
Enter a term in the text box.
Click the Confirm icon.
You can enter as many terms as needed. Your custom terms are available for all documents in the document list. For more detailed information on persistent highlight sets, see Persistent highlight sets.
Use the controls in the Coding Layout to tag documents and enter comments. In addition to preserving reviewer comments, you can use coding fields to create saved searches based on code fields. For example, you may want to search for all documents tagged as relevant.
Use the View Similar Documents feature to search for documents that are conceptually similar to the active file. Click View Similar Documents found in the lower right corner of the screen.
A new tab, Similar Documents, opens on the left side of the viewer. You see a list of documents, ranked by similarity to the active file. Click the Control Number to open the document in the viewer.