Automatic Creation of Categories and Examples

When creating a categorization set in Relativity, keep in mind the following:

When the 'Create Categories and Examples' button is clicked on the console.

. . . Relativity will clear all existing examples and categories.

Categories will then be created for each choice in the Categories and Examples source field.

Examples will also be created for each document for which the 'Example Indicator' field is set to 'Yes'.

These example documents will then receive categories based on the values in the 'Categories and Examples Source' field.

If the example indicator field is not selected for a categorization set, then new examples will be created for every document for which a value is selected in the 'Categories and Examples' source field.

Clustering rights

Before running clustering analytics in Relativity, be sure to confirm that you have the necessary permissions:

1. The admin should set rights to ‘add’ for the field, choice, and cluster set objects.

2. Rights must be assigned for the clustering mass operation.

Number of Examples to Use for Categorization

When preparing a categorization set in Relativity, don't be reluctant to use a lot of examples. Relativity suggests that a minimum of 5 to 20 documents be used for any one category, and that as many as 15,000 documents can be effectively used as examples for a single category.

There's no actual limit to the number of documents which can be used as examples for a category, but greater numbers of examples will slow down the categorization process. Relativity provides a general rule of thumb by noting that a workspace of a few million documents may require 2,000 example documents.