Create Review Passes and Batches

Review Pass Basics

Review passes are based on searches saved in Enterprise. There are two modes of review passes: Active Learning disabled and Active Learning enabled. With Active Learning disabled review passes, searches are planned and saved in Enterprise Review before you create the review passes. With Active Learning enabled review passes, you must scope the documents by using either Entire Case, Saved Search, or Custom Index. Coding forms are also required for a review pass.

Note: Active Learning disabled review passes still run Active Learning “in the background”, but it is transparent to reviewers. At some point in the review, the setting could be enabled (Active Learning enabled), to start prioritizing predicted positive documents within the review pass, and that would change the document order for reviewers.

If you prefer to turn off the Active Learning functionality running “in the background” on Active Learning disabled review passes, the functionality can be turned off across the environment through SQL. For more information, please contact IPRO Support.

Definitions

For each review pass, you will define:

Create Review Passes

You can create either an Active Learning enabled review pass or an Active Learning disabled review pass.

What is Active Learning?

Active learning is the ability to have documents prioritized through the use of algorithms with no direction from the user beyond the coding supplied when they review the documents. With Active Learning, the prioritized documents are more likely to be relevant to the review purpose selected.

The “continuous” facet of Active Learning relates to the process of ranking and re-ranking documents for manual review based on the constant stream of incoming coding throughout the review lifecycle. That is, Active Learning reflects not only an initial set of assessments to rank and prioritize documents, but continuously updates those rankings based on the most recent assessments.

In Enterprise 2021.9.0, review passes are designed for Active Learning to be enabled or disabled. When creating a review pass, Active Learning-enabled is the default.

Create an Active Learning Enabled Review Pass

To create an Active Learning enabled review pass:

  1. Get Started:

    1. Complete planning as explained in Manage Review Process. Start Enterprise Review and log in as an administrator.

    2. In Enterprise Review, click a case card.

    3. Click the button.

      The Visual Search Dashboard appears.

    4. On the left pane, click the Review Pass Management button, .

  2. Click . In Review Pass Details, make sure the Turn off Active Learning switch remains in the “on” position as Active Learning is on by default.

  3. Enter a name for the review pass and complete other required entries.

  4. Go Work with Active Learning Enabled Review Passes to continue setting up the Active Learning enabled review pass.

Create an Active Learning Disabled Review Pass

To create a Active Learning-disabled review pass:

  1. Get Started:

    1. Complete planning as explained in Manage Review Process. Start Enterprise Review and log in as an administrator.

    2. In Enterprise Review, click a case card.

    3. Click the button.

      The Visual Search Dashboard appears.

    4. On the left pane, click the Review Pass Management button, .

  2. Click . In Review Pass Details, make sure Turn off Active Learning is switched to the “off” position as Active Learning is on by default.

  3. Enter a name for the review pass and complete other required entries.

  4. As required, complete optional entries.

  5. Go to Create Batches to continue defining the review pass.

  6. After you have created the batches, go to Work with Active Learning Disabled Review Passes to continue setting up the Active Learning disabled review pass.

Create Batches

Batch Management FAQ:

Q. Is the overall progress of batch management tracked in Review the same way it is done in Eclipse?Closed

 

Q. Can batches be checked out by other reviewers?

A. Yes. Specific reviewers who have the proper expertise can check out batches.

 

Q. Is there a way to allow manually checking out a batch before a specified timeout? Will the same batch be returned?

A. .As of maintenance release 2020.8.1, users can configure batch timeout at a case level from within batch management. There is no longer the need to use SQL to accomplish this.

 

For more FAQ about ECA & Review, see Review FAQ.


To create batches:

  1. Get started:

    1. Complete planning as explained in Manage Review Process. Start Enterprise Review and log in as an administrator.

    2. In Enterprise Review, click a case card.

    3. Click the button.

      The Visual Search Dashboard appears.

    4. Click the Review Pass Management button, .

  2. In the Review Pass Management panel, click the required review pass. If a large number of review passes exists, take any of the following actions to find the required one:

    1. Scroll vertically to locate the review pass in the list.

    2. Sort the keyword list names by clicking the sort button, , and selecting from the different options. Click a selected option again to reverse the sort order.

       

    3. In the Search box , start typing any of the following items: the keyword list name, the name of the administrator who created/modified the group, or part of the created/modified date. This is a plain text search that searches these items in order.

       

  3. Click Update Documents and Create Batches if it is required for unbatched documents to be batched.

  4. Review the number of unbatched documents in the review pass, then click Create Batches.

  5. Repeat these steps to create other review passes.

    Re-batch Unreviewed Documents

  6. If it is required that you create a new review pass, first complete the Create Review Passes and Batches section.
  7. Click .
  8. After it is determined in the Review Pass Information area that there are unreviewed documents, click Re-Batch Unreviewed Docs to have these documents rebatched into new batches.
  9. Note:The button also rebatches On Hold Batches.

     

    Related pages:

    Manage Review Passes

    Work with Active Learning Disabled Review Passes

    Work with Active Learning Enabled Review Passes