Good examples for categorization

When adding examples to use for categorization in Relativity be sure to note that certain kinds of documents will NOT make good examples:

1. Each document should be at least as long as a few paragraphs.

2. An example document should focus on a particular concept.

3. The selection of a document as an example should not be based on the document's metadata.

4. Categorization will not consider email headers or repeated content.

5. Don't use documents with a lot of numbers such as spreadsheets.

6. Don't assign duplicate or similar documents as examples for a category.

7. Don't use the same document for more than one category.

Don't Rename Category Names

When working with categorization in a Relativity workspace, be sure to never change the name of a manually added category after the categorization process has been run.

If this is done, errors may result when the category is used in a search.

RelOne Modes

In RelOne’s preview panel, a bar will list several modes for which information for the document may have been loaded into a workspace:

If the mode is italicized in black, nothing will have been loaded. Data will be available for modes whose fonts are displayed in blue.