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After categorization is run in Relativity, the name of the categorization set will be modified by adding 'Categories' to the beginning of the categorization set's name. The names of the categories will be shown in a drop down menu:


Any documents which were not close enough to an example to be categorized will be tagged '[Not Set]". Any documents omitted from the data source used for the conceptual index, or which were not submitted for categorization will also be tagged as '[Not Set]'.



When creating a categorization set in Relativity, keep in mind the following:


When the 'Create Categories and Examples' button is clicked on the console.

. . . Relativity will clear all existing examples and categories.


Categories will then be created for each choice in the Categories and Examples source field.



Examples will also be created for each document for which the 'Example Indicator' field is set to 'Yes'.

These example documents will then receive categories based on the values in the 'Categories and Examples Source' field.


If the example indicator field is not selected for a categorization set, then new examples will be created for every document for which a value is selected in the 'Categories and Examples' source field.



Before running clustering analytics in Relativity, be sure to confirm that you have the necessary permissions:


  1. The admin should set rights to ‘add’ for the field, choice, and cluster set objects.

  2. Rights must be assigned for the clustering mass operation.



Sean O'Shea has more than 20 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.

The views expressed in this blog are those of the owner and do not reflect the views or opinions of the owner’s employer.

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