Reveal Help Center

Thread Viewer

This section describes how to browse documents using the thread viewer under the TRAINING tab.

Note

This section describes functionality available in the TRAINING tab without the use of COSMIC (Cognitive Machine Coding) assisted review. For information on reviewing documents using COSMIC, see Section 9 - COSMIC (COGNITIVE MACHINE CODING).

If you are in EXPLORING mode and click on a Document snippet in the right hand column, you will switch to the TRAINING mode and see the panels below.

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Click on the title links below for details.

The Navigation bar on the thread viewer provides navigation functions and page settings.

  1. Classic vs Story Layout

  2. Highlight Entities Button

  3. Thread Viewer Settings

  4. Navigation mode selector

The Email body pane displays the text of the email segment. A user can also access various segment level information and tagging/comment functions.

The Thread Information Panel includes Thread details, Thread diagram and Similar threads as well as Comments, Tags and Entities.

  1. Threads Details Window

  2. Thread Diagram

  3. Similar Threads

Use RelativityExtracted or Native Thread Viewer for options to view the original text or native file of the document. Notice the visibility of these links depends on where Relativity Integration Mode is being used.

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A. Navigation Bar

The Navigation bar on the thread viewer provides navigation functions and page settings.

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1. Classic vs Story Layout

User can view documents in either Classic Layout or Story Layout mode by clicking the Classic or Story switch on the navigation bar.

  • Classic Layout: The thread viewer will display original text instead of entities after name resolution. Under classic layout, the latest email will be listed at the top, for example:

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  • Story Layout: The thread viewer will display entities after name resolution. Under Story layout, the earliest email will be listed at the top, for example:

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2. Highlight Entities Button

The highlight button near the top of the document viewer will highlight entities found in the documents. Click the highlight setting button (603e73d56a4b0.png) on the left to toggle between highlighting and no highlighting. Use the button just on its right to switch between All and Current Search. When All is selected, all entities found in the document will be highlighted. When Current search is used, the system will only highlight based on the search criteria used. 

The arrows allow navigation to the previous or next annotation. The marker icon furthest to the right allows you to engage in user annotation by highlighting.

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Additional control over color coded entity mention highlighting is described above in Section 5 - Custom Entity Types – B. User Annotation. Highlighting settings persist from session to session per user.

3. Thread Viewer Settings

Click the Settings 603e73d859bd3.png icon to open the thread viewer settings:

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  • COSMIC TOOLBARS: determines where to set the COSMIC pane. A user can place the COSMIC pane at the top, bottom, or both. [See COSMIC description in Section 9.]

  • EMOTION SCORES: show or hide linguistic scores detected for each segment. The scores will show up at the top of the segment.

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  • LAYOUT:

    • Show All Content: show all content, including repeated content, signature and disclaimers.

    • Show Original Content: show the original segment before merging.

    • Show Original Header: show the original email segment header lines.

    • Show Original Segment Order: show segments in their original order (newest one first).

  • LANGUAGE: show languages detected in each segment.

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4. Navigation mode selector

Users can click the dropdown list to select different navigation modes, including Thread/Document/Hit:

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In addition, users can use 603e73e08e350.png and 603e73e18e16c.png buttons to navigate back/forward.

B. Email Body

The Email body pane displays the text of the email segment. A user can also access various segment level information and tagging/comment functions.

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At the email segment header, a blue dot (603e73e5297ff.png) indicates this segment is a direct search hit. A warning message (603e73e648a57.png) indicates the original email for this segment does not exist.  

Entities and search hits are highlighted if the All or Current Search option is used for highlighting. A user can put the mouse over the highlighted entity to get more details.

  • Segment tagging: click the 603e73e951ef6.png icon to open the tag window:

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A user can check any existing tag to add it to the segment or create a new tag by entering the tag in the “Search or add tag” textbox. When you check the checkbox, the system automatically applies the selected tag to the segment and the currently loaded document.  

The applied tags automatically appear at the right bottom corner of the segment. If a segment has segment tags, the tag icon will be colored blue (603e73ec0f8a9.png).

  • Segment Comment: click the 603e73ed40708.png icon to open the comment window:

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Type comment in the comment box and click Save.

A user can enter a maximum number of 2,500 characters for a comment. Segments with comments will have the number of comments added to the 603e73ef7907c.png icon. Click the button to expand a popup window to show existing comments. The “” button allows you to edit or delete the comments.

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C. Thread Information

The Thread Information Panel includes Thread details, Thread diagram and Similar threads as well as Comments, Tags and Entities.

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1. Threads Details Window
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The Thread details window has the following field columns:

  • Hit: if the document is a direct search hit.

  • Inclusive: if the document is an inclusive email.

  • Control Number: the control number of the document.

  • Subject: the “subject“ line of email.

  • Sent Date: the “Date Sent” property of the email.

  • Cluster: ID of the cluster.

  • Cluster Score: score of clustering, high score indicates it is closer to the center of the cluster.

  • Attach Count: number of attachments.

  • Seg Count: number of segments in the email.

  • Model Score: the currently selected COSMIC model score.

  • Cycle: number of cycle for the current COSMIC project.

  • Group: group identifier.

  • Attachment: if this is an attachment or not.

Use the 603e73f630970.png button to show or hide columns in the Thread details window:

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2. Thread Diagram

The Thread Diagram is located below the Thread details window.

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  • Each circle in the diagram represents a segment from the document.

  • Each unique path along the connecting lines from the furthest left circle in the top row to the furthest right circle in each row represents a unique document. In addition, an individual row may contain more than one document as indicated.

  • The Blue dots on the top indicate that the segment(s) are search hits.

  • The yellow circle is the currently loaded segment.

For example, the visualization above indicates the thread has 3 documents. Document A has segments 1, 2, 3 and 4, document B has segment 1, 5 and 6, and document C has segment 1, 2, 7. 

Select any of the circles to load the selected segment into the document viewer. Even if you select a segment that is not a part of the original thread such as Segment 5 in the above visualization, it will show you that segment.

3. Similar Threads

Click the Similar threads button to request threads related to the currently loaded one based on when this document was sent, its communicators, the entities detected, or the cluster it's in. 

The similar threads found will be loaded into the documents snippet window to the right:

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D. View Original

The RelativityExtractedNative links in the thread viewer provide options for reviewers to view the original text or native file of the document. Notice the visibility of these links depends on where Relativity Integration Mode is being used.

  • Relativity Integrated Mode: under Relativity Integrated mode, click the Relativity link to open the document in Relativity.

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  • Stand Alone Mode: if your administrator has “Native” link enabled, there will be a Native link displayed in the thread view. Click Native link to view the original text.

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    • A user can switch between the Extracted Text and Native option. Additional configuration is required for the native view to work. Contact your storybook admin for more details.