What's Different: Release 10 vs Release 11

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Select Project from list

Project Hub screen (Home)

Top Level Menu

Hamburger icon upper left

Left edge button panel (Review); must open Admin for menu to access Jobs, Reports, Upload Data, Company Admin and Team Documents.

Project opening screen

Document Grid with Folder View

Dashboard – choices to select Grid, Clusters or Heatmap.

Documents folder

Optional display listed all documents in project with document folders built in Review Manager from datasets loaded.

Moved down under folders to All Documents, does not open list. All datasets loaded are listed below (not currently selectable).

Admin Views folder

Had included (all with subfolders except Locked):

·       Assignments

·       Custodians

·       Document Folders

·       Imports

·       Locked

·       Searches

·       Secure

·       Tags

·       Transcripts

·       Work Folders

Now includes:

·       Assignments

o   Batches

o   Custodians

o   Folders

o   Jobs

o   Reviewers

o   Threads

·       Documents

·       Imports

·       Transcript Folders

·       Work Folders

Quick Entities folder

If processed, facilitated selection of parsed values for:

·       Message Originating Domain

·       Message Receiving Domain

·       Message Sender

·       Message Addresses

·       Document Author

Not available under Folders, addressed in Advanced Search, Entities Filters and Dashboard widgets.

Searches folder

Included sub-folders for:

·       Saved Searches

·       Search History

Not available under Folders, addressed via Search Bar icons.

Quick Searches folder

Included sub-folders to facilitate selection of values for:

·       Text Sets

·       Annotations

·       Custodians

·       Document Status

Not available under Folders. Annotations, Document Status and Custodians (under People) are available under the Filters Pane.

Filters Folders

Not included; filtering is offered at the column heading level in the Review Grid (which is available in Reveal 11). 

Included sub-folders to facilitate filtering by:

·       Deduplication (by Exact Dup or Near Dup)

·       Formats (file types)

·       People (custodians)

·       Tags

Search Bar

Search on a term retrieves list of documents containing that term displayed in grid.

Search on a term retrieves list of documents containing that term and offers choice of Keyword retrieval or Concept Search box, creates search pill in search bar.

Advanced Search

Refine Search set where to search, with family, duplicate, near duplicate and email thread inclusion, and criteria categories upon which to build and optionally save a search.

Advanced Search opens under the search bar (which includes the Search History and Save Search icons) with:

·       a selectable Exclude switch

·       any current search pill

·       Add Condition+

o   Common

§  Advanced Keyword

§  Cluster

                   §  Concept

§  Folder

§  Term List

o   Fields

          o   Model Scores

          o   Tags

·       Term List – search box to add one plain text item per line, or a table of terms to be searched

There is also the option to preview a result count before retrieval.

Search Syntax

Generally based on dtSearch rules.

Example1: Words entered together are presumed to be a phrase, but common word exclusions could affect results.

Example2: Words or names containing characters (e.g., AT&T) are not readily searchable.

Example3: Negation - A NOT B is acceptable syntax.

Example4: Proximity may be expressed using w/# or /#/ connectors.

Example5: Common words contained in a list in Review Manager are not indexed and not searchable.

RQL offers deeper and more efficient options, but does not require knowledge of advanced syntax to be effective.

Example1: words entered together require quotation marks to be treated as a phrase in Keyword search, and common words are evaluated searched in context. Phrases may be entered without quotation marks for Concept searches.

Example2: words or names containing characters (e.g., "AT&T") are searchable as a phrase if entered between quotation marks.

Example3: Negation searches require either AND NOT or OR NOT (e.g., dog AND NOT cat, cat OR NOT canary).

Example4: Proximity may only be expressed using w/# connector (e.g., cargo w/3 shipping).

Example5: Common words - Reveal 11 uses different Elasticsearch analyzers: instead of using the StopFilter to keep common words from being indexed, the CommonGramsFilter is used instead to support efficient searching of common words.

See How to Search Keywords for a full discussion of Reveal 11 Search.

Supervised Learning

No comparable capability within Review; accessed via connector to Reveal AI.

Full AI model management and library access with classifier creation and tuning.