

After running an email threading operation, we recommend reviewing the available reports. See Viewing the Email Threading Summary. You can then create an Email Threading view in the Documents tab to inspect your email threading results. See Setting up an email threading view. If your email threading results have errors, you can use a regular expression filter to format the extracted text. See Repeated content filters tab for more information.
Note: Inclusive, non-duplicate emails have black square indentation squares in the Email Threading Display field. If the emails with black indentation squares aren't actually inclusive, your extracted text format doesn't meet the formatting requirements.
See this related page for information about email thread visualization in the document viewer:
After running the email threading operation on a structured data analytics set, you can quickly assess the validity of the results using the Email Threading Summary report. On the Structured Analytics Set console, click View Email Threading Summary to open the report. This report contains a graphical summary and tables that list a breakdown of all the emails analyzed.
The Email Threading Summary pie chart provides a graphical representation of the percentages of inclusive emails, inclusive duplicate emails, and non-inclusive emails.
The Email Threading Summary table provides the following details of the operation's results:
The Email Threading Results Summary contains a breakdown by percentage and count of the following report data:
This tally is a count of parent emails where another document's Parent Document ID value matches the parent email’s document identifier exactly.
The Inclusive Email Reasons Summary contains a breakdown by percentage and count of the following report data:
To view the results of a specific email threading structured analytics set, we recommend creating an Email Threading view for the structured analytics set on the Documents tab. For more information on creating views,
To set up an email threading view, complete the following:
The blue line between rows separates distinct threads of email messages.
To improve the review efficiency, the Email Threading Display field automatically appears when viewing the Thread Group in the related items pane. You can also add the Email Threading Display field to any other view in Relativity.
In the related items pane, click the Thread Group icon to display all messages in the same thread group as the selected document. You can also click the Email Duplicates icon
to show all of the messages identified as duplicates of the selected document, or click the Near Dup Groups icon
to show all items that are textual near duplicates of the selected document.
After deploying the Analytics application, you can create fields that propagate coding choices to these structured analytics related groups.
Note: Be very careful when using propagation. We recommend against turning propagation on for your responsiveness fields. For example, if you mark an email within a group as not responsive, other potentially responsive emails within the group could be automatically coded as not responsive.
The Email Threading Display field provides the following visual information about email threading:
The numbers within each square indentation icon indicate each email message's indentation level within the thread. For example, the first email in the chain would be "1," an email responding to the first email would be "2," and an email responding to the third email would have a "3." The indentation levels go up to 99. For messages with an indentation level over 99, the number within the square icon displays as "99+."
The color of the indentation square indicates inclusiveness and duplicate spare status. Inclusive email messages (Inclusive Email = Yes) contain the most prior message content from all the emails within a particular email branch. A non-duplicate spare email (Email Duplicate Spare = No) is either the primary email within a group of duplicate spare emails, or a standalone email.
One possible workflow to apply is to batch out to reviewers only the inclusive emails that are non-duplicate spares, along with their attachments. This creates a more efficient review by eliminating the need to review non-inclusive and duplicate spare emails.
The Email Threading Display field includes the following file type icons:
Note: Do not add the Email Threading Display field to layouts. Because the Email Threading Display field uses HTML, it will not display anything if you add it to layouts you create. In addition, when a layout that contains the Email Threading Display field is edited and saved, the Email Threading Display field will be rendered blank for that document in the document list and related items views.
After running an email threading operation and setting up your email threading view, use the following sample workflow to narrow down your documents to review.
By reviewing only inclusive emails and skipping duplicates, your review process is most efficient. The Analytics engine derives the email threads and determines which subset of each conversation constitutes the minimal inclusive set. Non-inclusive emails are redundant because all non-inclusive content is also contained in inclusive emails. The inclusiveness analysis ensures that even small changes in content will not be missed by reviewers.
To avoid redundant review, you should look at the Email Duplicate Spare field in conjunction with the Inclusive Email field. The Email Duplicate Spare field will be set to Yes for all but one duplicate in each group of duplicative emails.
One highly suggested workflow is reviewing the inclusives and their attachments, while skipping the duplicate spares and their attachments. These fields may be used in Saved Searches and views to easily locate the desired documents.
To identify and view a list of only unique documents using your email threading results and email threading view, perform the following steps:
Operator: is
Value: False
Operator: is
Value: True
Operator: is set
To save this search, click . See Saving searches on the Documents tab for additional information.
As new documents come in, you can see which ones are likely Responsive using email threading:
You can use the email thread visualization tool in the Viewer to visually examine email threads and how they are coded. You can also easily perform mass editing from this tool. See Email thread visualization for more information on how to use this tool.
When an email thread branches into a new conversation, the branched email thread is included in the original family and the last email in the branch is flagged as inclusive. For example, when someone starts a new email conversation by forwarding an email from an existing email thread, the new email thread is still included in the original email thread family. You identify emails in the new thread as inclusive using the Email Thread Group, Email Threading ID, and Inclusive Reason fields.
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