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By default Relativity enables sampling on the document object. If an admin has kept this setting in a workspace you should see an icon that looks like this:


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. . . to the right of the View bar. When you click on this object, you'll get options to create three different types of randomized samples.


1. Fixed size - will create a random sample set of a specific number of documents.

2. Percentage - will create a random sample set of a particular percentage of documents.

3. Statistical - will create a random sample based on how many documents must be included in order to get an accurate representation of the data set.


The sample will be based on the documents included in a folder, view, or saved search that you have selected.


After selecting one of these radio buttons, a document list will be generated, and the setting will be shown in a title bar:


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Note that Relativity does not recommend using statistical sampling on sets of fewer than 300 documents. Confidence levels of 90, 95, and 99% are available for statistical sampling. The margin of error can also be adjusted. If you work with a larger document set, it may make sense to lower the margin of error value. To be clear, the margin of error indicates by how many points the sample may differ from the full set. The confidence level indicates how often the sample will fall within that margin of error. So a statistical sample with a confidence level of 90% and a margin of error of 4% will be within 4% of the values of the full set 90% of time.


Sampling will not be an option when a view is set to show the related items for each document family.






 
 

Note that after a conceptual index is populated in Relativity three tags will be created for:


- the training set used for the index

- the searchable set

- the documents excluded from the index.



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Searches can be run in which any of these three is set as a condition.


1. Select 'Conceptual Index' as a condition when setting up a Saved Search

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2. In the next step, you will be able to select either an entire index, or any of the three subsets (searchable; training; or excluded from)

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3. The conceptual index set . . .

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. . . can be used in conjunction with other conditions to return the documents you need.


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The April 2021 Osier release of RelativityOne includes a new option on the PDF profile for PDFs created with mass operations. PDFs of PowerPoint files can be set to automatically print with comments and speaker notes. See the new section for PowerPoint below that for Word.


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The notes and comments for each slide will be displayed in different sections, one above the other, both below the image of the slide itself.



 
 

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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