Remote Desktop Client Ends with 2023

Heads up to everyone out there that Relativity will discontinue support for Remote Desktop Client at the end of this year. In place of RDC, admins will now rely on the Import/Export application to load documents and metadata and send exports from workspaces.

The Import/Export application includes an Express Transfer function which can process files of more than 20 GB, and can queue multiple import jobs. There is some anxiety among Relativity admins about the demise of RDC. Concerns raised in the Relativity hosted community for admins, include the new application being case sensitive when processing load files [it will error if a load file references an image file in lower case text but the file names are in upper case - RDC was not case sensitive], and the inability to import OCR text into a field other than 'Extracted Text'. Other admins report that Import/Export will often crash when importing large jobs that RDC could handle.

Relativity has reported that it is working on fixing these problems.

Finding Abandoned Families in Active Learning Projects

In an Active Learning project if a reviewer, while in the course of reviewing a family of documents for a prioritized review, is taken off a project, the unreviewed documents from the family may become 'abandoned', and will not be fully coded.

When managing an Active Learning project, you should search for any such abandoned family documents for an Active Learning project by running the following searches.

First create a search to find documents that have been reviewed for an Active Learning project and return the results with their family. Look for a field with the name of the Active Learning project and 'Reviewed On'. In this example the Active Learning project was named, 'Movie Westerns'. This field contains the date and time at which a document was reviewed.

Second, create another search which includes the results of the first; does not include family documents; and excludes entries for the same field, <Project Name> Reviewed On - use the 'not set' option.

Field for Responsive Designations in an Active Learning Project Can Have More Than Two Choices

Note that in the current version of Relativity, when you are setting up an Active Learning field, you are no longer limited to selecting a Review Field (the field for responsive and non-responsive coding) that only has two possible choices. An update made in 2022 now permits you to allow a user to select from more than two choices as options for this field. The field type must be set to 'single choice', not 'multiple choice' . . .

. . . but you can add more than two choices to be the option for the single selected choice in the field:

On the Relativity Analytics Study Resources page, the training video on Administering an Active Learning Project , which is listed in the current version of the Relativity Analytics Specialist Study Resources guide as a resource still references the prior version and will instruct you that the Review field for Active Learning can only have two choices.

. . . and the Assisted Review Active Learning Guide for Server 2022, dated April 26, 2023 states that:

. . . BUT the Relativity Help page on Creating an Active Learning project states that:

Active Learning requires a single choice field with at least two choices for reviewers to code on. One choice must represent the positive/responsive designation, and another must represent the negative/not responsive designation. Any additional choices will be considered neutral, and they will not be used to train the Active Learning model.

See: https://help.relativity.com/RelativityOne/Content/Relativity/Active_Learning/Creating_an_Active_Learning_project.htm

I raised this discrepancy with Relativity support this week and they confirmed that the training materials are outdated and that you can indeed have a 'neutral' choice linked to the Review Field selected for an Active Learning project.