Project setup

Before creating a new Active Learning project, ensure you've properly configured the environment and workspace components. For more information, see Environment and workspace setup

This page contains the following information:

Creating an Active Learning project

  1. From your workspace, navigate to Assisted Review > Active Learning Projects.
  2. Click New Active Learning Project.
  3. Complete the fields on the layout. See Fields.
  4. Click Save.

You are then redirected to the project home dashboard.


The Active Learning Project layout contains the following fields:

  • Project Name - enter a name for your Active Learning project.
  • Analytics Index (Classification) - select your Analytics Classification index.
  • Review Field - select the single choice field you created for review. This field must have exactly two choices. You can edit these choices after project creation.
  • Positive Choice - select the choice that represents the positive/responsive designation.
  • Suppress Duplicate Documents - selecting this option stops Active Learning from serving documents that are textually similar to other coded documents to be coded (this does not consider word order). This option reduces the total number of documents needed to be reviewed. Since these are not exact duplicates, you will most likely need to review suppressed documents after the project is complete. For more information, see Reviewing suppressed duplicate documents.

    Note: We recommend setting the Suppress Duplicate Documents setting to No for Prioritized Review and Yes for Coverage Review. Note that you cannot change this setting once you create your project.

  • Reviewer Group - select the group you want to access the Active Learning project and review queues.

Note: Once a project is created, you cannot edit the fields.

Post-project setup

Project document list view

Upon saving a new project, Relativity creates a new document list view that's tied to the Active Learning project. This view has the same name as the Active Learning project and is customizable by project admins. This is the only place a logged in user can enter a project queue. This view is automatically secured to the reviewers and returns documents previously reviewed by the currently logged in reviewers.

Project fields

Relativity also creates new fields that can be used for custom document list reporting. These include the following:

  • <Project Name> Reviewers - the name of the reviewer who coded the document.
    • You can use this field to identify manually-selected documents. Search for documents where the review field is set, but this field is not set.
  • <Project Name> Reviewers::User - the name of the reviewer who coded the document in the queue.
  • <Project Name> Reviewed On - a timestamp indicating when a document was reviewed.
  • <Project Name>:: Coverage Review - the 200-document interval in which the document was reviewed in the Coverage Review.
  • <Project Name>:: Elusion Test - the Elusion Test in which the document was reviewed.
  • <Project Name>:: Prioritized Review - the 200-document interval in which the document was reviewed in the Prioritized Review.

These fields are updated per document as reviewers code on the project review field.

Manually-selected documents

Any document in the project coded on the Project Review field - both from the Active Learning queue and outside of the queue - contributes to the project's learning. Coding decisions that occur outside of the queue are called “manually-selected” documents. Upon creating a new project, the Active Learning project will learn from any manually-selected documents if they exist. This includes documents coded via mass edit or documents imported through the RDC with values coded on the Project Review field.

Reviewing suppressed duplicate documents

You can view suppressed duplicate documents from the Field Tree. You can find the tag for suppressed duplicate documents under the Classification index associated with the Active Learning project.

Documents are tagged with the <Index Name> - Suppressed Duplicate tag as they're identified during review. Upon upgrade, suppressed duplicates are tagged if a review is in progress and more documents are needed, or once an index is built and a review started.

There is currently no way to add these documents back into the review queue. However, you can code these documents manually and they are indicated as manually-selected documents in the project.

Adding new documents

If you want to add new documents to your Active Learning project after review has begun, complete the following:

  1. Click Pause Review to stop the review queue.
  2. Add your new documents to the saved search used as the searchable set for the classification index.
  3. Navigate the Analytics indexes tab, and then click the classification index used to create your Active Learning project.
  4. On the index console, click Populate Index: Incremental.
  5. Once the index finishes populating, return to your review queue and click Start Review.

Note: All documents, including the newly added documents, are given a rank score after the incremental population.