Reveal Help Center

Batching a CMML validation set for Relativity review

Question: I wanted to kick off a Validation Round, but when I did that the documents weren’t identified in Relativity. Do you know why that might be? If that is expected, is there a way to get a list of the document IDs from Brainspace for that round so that we can create batches in Relativity for the users to review them?

Answer:  

Here are the steps to batch a Validation Set to Relativity for review:

  1. Create a field in Relativity to use. (E.g., Use_for_Validation.)

  2. Click on the Search button to run a search for all the documents in your Validation Set.

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  3. Save those documents to a Notebook.  (If you don't want to send over any documents that have already been tagged, just enable "Show only Untagged Documents".)

    Optional: When saving to Notebook, enable Family Members to add any attachments, or emails of attachments in the set.

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  4. Sync the saved notebook over to Relativity, to the field you created in Step 1.

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  5. Review in Relativity (not pictured).

  6. Pull the results and get answers.

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  7. (Optional) Decide whether you want to continue training. Hit the "Convert to Training" button so that this review becomes training and will allow you to create new Training Rounds.