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Conceptual Index Updates

When working with a conceptual index for Relativity analytics, there are different circumstances when the training set, the searchable set, and the index should be updated.


  • When documents with new concepts are added, these documents should be added to both the training set [from which term relationships are learned] and the searchable set [on which the analytics tools like clustering and categorization are run]. Perform an incremental build on the index.

  • When documents with no new concepts are added, these documents should be added to the searchable set. Perform an incremental build on the index.

  • When documents that make up more than 10-30% of the entire set are added, these documents should be added to both the training set and the searchable set . Perform an incremental build on the index.

  • When documents that make up less than 10-30% of the entire set are added, these documents should be added to the searchable set. Perform an incremental build on the index.

  • When documents are removed from a training or searchable set, an incremental index build should be performed.

  • When new words are added to the list of concept stop words, the index should be deactivated and then rebuilt.

  • When extracted text is modified, perform a full build on the index.

  • When email header and repeated content filters are revised, perform a full build on the index.

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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