In RelOne, the process for creating an analytics index has been simplified. It’s no longer necessary to input information in eight fields in order to set up a search index. Instead on the Analytics tab under the Indexing and Analytics sub tab, select the option to create a new index:



  1. Name the index.

  2. Select a searchable set.




3. Give the index an order number.

Also confirm which server you want the index to be assigned to. It will not be necessary to select a training set or set it to optimize as in earlier versions of Relativity. Additional options are present under the Advanced settings, including a yes/no option to remove email signatures or footers.



It’s still possible to set repeated content filters.



The concept is that creating a search index shouldn’t require expert knowledge of Relativity. Set it and then populate it.




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When you’re collecting digital evidence from an iPhone keep in mind that WhatsApp may save photos to the phone by default- any

photos any group decides to forward to the phone’s owner. So the photos on the camera roll are not necessarily ones that the user saved.

Check under settings for WhatsApp, and under Chats . . .see if the option for ‘Save to Camera Roll’ is checked off.

It’s a good idea to keep this deactivated not only to save storage space but also to avoid any confusion about where suspect photos on a cell phone came from.



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If you’re looking for a reliable definition of what a ‘record’ is, refer to the ISO (the International Organization for Standardization) standard 15489-1 on information and documentation - records management. It defines a record as, “information created, received, and maintained as evidence and information by an organization or person, in pursuance of legal obligations or in the transaction of business.”

The standard specifies that a record should contain associated metadata or link to it. This metadata should include:

  1. The structure of the record, including its format.

  2. The date, time, participants, and other information on the business process the record is part of.

  3. Links to other documents.


A record must be authenticated; be an accurate representation of a transaction; be readily useable; and have its integrity protected. So organizations should have policies to confirm the authorship of records and their time of creation. Records should be created at the same time the transactions to which they relate take place. It must be possible to retrieve records and understand them in their proper context. Records cannot be altered without authorization.




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Sean O'Shea has more than 15 years of experience in the litigation support field with major law firms in New York and San Francisco.   He is an ACEDS Certified eDiscovery Specialist and a Relativity Certified Administrator.

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This policy is subject to change at any time.