Using aiR for Review with Review Center

You can use aiR for Review and Review Center in tandem as part of a larger review workflow. When you use them together, aiR for Review provides the set of documents to Review Center, and Review Center helps you serve the selected documents to human reviewers.

Using prompt criteria validation

Validating aiR for Review prompt criteria involves comparing AI-generated relevance predictions generated in aiR with human coding results in Review Center on a sample of the document set. After it’s validated, you can choose to run the prompt criteria on the larger document population. For more information, see aiR for Review prompt criteria validation.

Using aiR to create a Review Center queue

At any point after the first analysis, you can select documents from the aiR for Review dashboard and send them to Review Center. These documents get grouped together as a saved search queue.

Selecting documents to add to a queue

After you have run the aiR for Review analysis, you can use the filters on the dashboard to select groups of documents for review. You can do this by clicking the document categories in the Metrics section, filtering the Analysis Results column headers, or a combination of both. You can also check or uncheck the boxes beside individual documents.

For example:

• If you want to review all documents that have conflicts, click the Total metric under Conflicts in the Metrics section.
• If you want to review all documents that have borderline or above relevance predictions, filter the aiR Score column for values of 2, 3, and 4.

Creating a saved search queue through the aiR for Review dashboard

After you have selected the documents you want to review, use a mass action to send them to Review Center and create a saved search queue. Review Center will also automatically create a saved search based on these documents.

To use this mass action, you need permissions to create a Review Center queue. For more information, see Review Center security permissions.

To create the saved search queue:

1. On the aiR for Review dashboard, select the documents you want in the queue.
2. Under Mass Actions, select Create Queue. An options modal appears.
3. Fill out the setup fields. For descriptions of each field, see Queue and template settings list.
   
   If you set a relational field when creating the queue, set the same field in the Related Items drop-down of the saved search Conditions tab. Only relational group members returned by the saved search will be included in the queue.
4. Click Create Queue.
   A green confirmation banner appears.

After you create the queue, you can manage it from the Review Center dashboard. The saved search will also be available after the first queue refresh.

For more information, see:

• Review Center
• Monitoring a Review Center queue

Managing the saved search

After the first queue refresh, the saved search will be available in the saved search browser. It will have the same name as the queue.

The saved search has a condition that points to documents tagged as being in the queue. If you want to add or remove documents from the queue, you can modify the conditions of the saved search.

For more information on editing saved searches, see Create and edit a saved search.