Setting up the project

First, you'll need to set up the project by selecting the type of analysis desired and the data source to use. Once that's complete, you can move on to developing prompt criteria, then running an analysis.

Choosing the data source

Before setting up the project, create a saved search that contains a small sample of the documents you want reviewed.

For best results:

  • Include roughly 50 test documents that are a mix of relevant and not relevant.
  • Have human reviewers code the documents in advance.

For more information about choosing documents for the sample, see Selecting a Prompt Criteria Iteration Sample for aiR for Review on the Community site.

For more information about creating a saved search, see Creating or editing a saved search.

Choosing an analysis type

aiR for Review offers three analysis types, each suited to a specific review or investigation phase. Choose the appropriate type before beginning your project. Then, based on the analysis type chosen, you will need the fields indicated in the table. aiR for Review does not actually write to these fields. Instead, it uses them for reference when reporting on its predictions.

Analysis Type Description

Fields needed
Relevance Analyzes whether documents are relevant to a case or situation that you describe, such as documents responsive to a production request. One single-choice results field. The field must have at least one choice.
Relevance and Key Documents Analyzes documents for both relevance and whether they are "hot" or key to a case. Two single-choice results fields. These should have distinct names, such as "Relevant" and "Key," and each field should have at least one choice.
Issues Analyzes documents for whether they include content that falls under specific categories. For example, you might use this to check whether documents involve coercion, retaliation, or a combination of both.

One multi-choice results field. Each of the issues you want to analyze should be represented by a choice on the field.

Currently, aiR for Review analyzes a maximum of 10 issues per run. You can have as many choices for the field as you want, but you can only analyze 10 at a time. To analyze more, run multiple jobs.

Setting up an aiR for Review project

To set up an aiR for Review project:

  1. On the aiR for Review Project tab, select New aiR for Review Project.
  2. Fill out the following fields:
    • Project Name—enter a name for the project.
    • Description—enter a project description.
    • Data source—select the saved search that holds your document sample. Refer to Choosing the data source for more information.
    • Project Prompt Criteria—select one of the following:
      • Start blank—select this if you plan to write new prompt criteria from scratch.
      • Copy existing—select this to choose a previously created set of prompt criteria and copy it for this project.
    • Prompt Criteria Name—either leave as the default or click the Edit (edit symbol) icon to rename the prompt criteria. This name must be unique.
    • Analysis Type—select one of the following. For more information, see Choosing an analysis type.
      • Relevance—analyzes whether documents are relevant to a case or situation that you describe, such as documents responsive to a production request.
      • Relevance and Key Documents—analyzes documents for both relevance and whether they are “hot” or important (key) to a case.
      • Issues—analyzes documents for whether they include content that falls under specific categories.
    • Project Use Case—choose the option that best describes the purpose of the project.
      • If none of the options describe the project, choose Other to type your own description in the field. It will only be used for this project. Keep this description generic and do not include any confidential or personal information.
      • This field is used for reporting and management purposes. It does not affect how the project runs.
  3. Click Create Project.

After the project is created, the aiR for Review project dashboard appears.

Next, refer to Developing prompt criteria for the steps to perform to write the set of Prompt Criteria for the project analysis.