More on RelativityOne's Staging Explorer

The Tip of the Night for September 23, 2021 discussed how to use Relativity Staging Explorer to upload and download data for RelativityOne, and tonight's tip provides some additional detail.

Staging Explorer is a great asset. It will transfer metadata without altering it, and can help you transfer more then 60 GB of data or more than 100,000 files in as little as an hour. It's possible to access Staging Explorer through the RDC . . . .

Staging Explorer has some limitations which you may run up against.

• Only one instances of Staging Explorer can run on a Windows operating system.

• You will need to have your firewall set to allow for outbound connections on particular ports. A connectivity check must always be performed before initiating a transfer in Staging Explorer. Access it through the drop down menu at the top right.

• Files with paths longer than 470 characters cannot be accessed.

• Staging Explorer will not let you mount an .iso image file from a disc.

• No more than 10 million files can be set to transfer at once.

Using Cluster Visualization to Prioritize Review

The Tip of the Night for August 6, 2019 and August 7, 2019, discussed how to use cluster visualization to double check coding for responsiveness in Relativity. Note that Relativity recommends also using cluster visualization to perform other common document review tasks, including prioritizing the review of the documents most likely to relevant, when you have little time to review a large document set. Follow these steps to accomplish this:

Keyword filters can be applied after visualization has already been run on a cluster. See the Boolean search added in the Keyword Search box in the red box in the below screen grab. This generates a heat map, in which the documents that should be prioritized will be in the darkened circles.

These dark clusters can be mass edited so they are added to a field used to batch them for prioritized review.

When the keyword filters are run on the visualization, and when a specific circle is clicked, the search panel at the lower left will update.

Collapse the cluster visualization by clicking on the arrow at the top left, so the document list is shown.

The Edit mass operation can be used to designate the documents in a field, which can in turn be used to batch the documents.

The Edit mass operation will prompt you to select a layout.

Click on the pencil icon to begin to edit the layout. Check the appropriate field, keeping in mind that if the box is just shaded, the value in this field will be left as is.

The documents in the list generated from the cluster visualization can be added to saved search so they can be used as a batch data source.

Enable the 'Auto Batch' setting to create the batches as quickly as possible for the prioritized review.

You can right click on the darker cluster in the heat map and select the option for 'View Nearby Clusters', to find additional documents which should be added to the same batch set.

This option will show which conceptually similar documents should be batched as well.

Speeding up Chrome

There are some simple steps you can take to make sure that your Google Chrome browser is operating at optimum speed so you can run jobs in Relativity and other web based applications at the best possible speed. Chrome is notorious for taking up a lot of memory. See the Tip of the NIght for April 6, 2021.

First access Chrome's Task Manager by clicking on the three dot menu, and going to More tools . . . Task Manager:

In Task Manager, sort in the 'Memory footprint' and find which tasks are taking up the most memory.

You may find that some extensions added to the browser, and some processes listed as subframes are taking up a significant amount of memory. You can end these by clicking on the blue 'End process' button at the bottom of the window.

You should be careful about shutting down subframes. They are used to prevent some sites from improperly reading data input into another site.

You should see task named GPU Process taking up a lot of memory. This is used to render graphics on a web page, and should make online browsing faster.

Google recommends shutting down tasks which are designated as Background pages. These are html pages utilized by extensions.

The amount of memory that Chrome uses can increase greatly if you have a lot of tabs open. There is an extension called Auto Tab Discard which can be used to essentially hibernate other open tabs. The tabs will still appear to be open in your browser, but they will not take up as much memory. Auto Tab Discard appears as a small power button icon on the top toolbar in Chrome. (Be sure to click the puzzle piece icon on the far right of the browser so you can manage which extensions are displayed, after installing Auto Tab Discard.)

Auto Tab Discard will give you the option to 'discard' tabs to the left, to the right, or all other tabs other than your current one.

When these options are toggled on, the tabs will not close, but a small snoring 'zZZZ' icon will be added to them indicating that they are in a suspended mode.

Auto Tab Discard will retain data input on a page, and your position on a page. I tested it tonight and confirmed that it will not log you out of Relativity.

As soon as you click back on a discarded tab, it will automatically reactivate.