Create a TAR Project

Preparation

TARTechnology Assisted Review success begins with planning. As an administrator, consider the following items before implementing TAR:

TAR Project Configuration

To configure a TAR project:

  1. Get started:

    1. Review Manage TAR Projects.

    2. Start ADDAutomated Digital Discovery Review and log in as an administrator.

    3. Open the case for which the TAR project is being created.

  2. In the Enter Case pane, click the TAR ProjectIn ADD, the level beneath Client in the hierarchy. Projects can have one or more Custodians. Setup tab, as shown in this figure.

  3. Complete basic TAR Project Settings:

    • Project Name: enter a unique name of up to 50 characters for the TAR project. Alphanumeric characters and the underscore character are allowed.

    • Project Prefix: enter a unique prefix of up to 10 characters. Alphanumeric characters and the underscore character are allowed. This prefix is used to help administrators and reviewers identify TAR components within Eclipse, including coding forms, tags, review passes, and so forth .

    • TAR components begin with a prefix of “TAR_,” to which this entry is appended. For example, if you enter a prefix of “ABC1,” the coding form created for this TAR project will be named “TAR_ABC1.”

    • Analytic Index: select the Analytics index needed for this TAR project.

  4. Scroll down in the TAR Project Settings form until the bottom of the form is visible .

  5. Note: The Coding section of the screen and review pass names will be filled in automatically as the project is defined.

  6. Review the default Training Set, Validation Rounds, and Certificate Set configurations (see the following figure), then take one of the following action.

    • Accept the default settings: skip to step 9.

    • Change the settings: continue with step 6 and/or step 7 as needed.

  7. To change the batch size for the training set, enter the desired number (number of documents) in the Training Set Batch Size field.

  8. To change the sampling criteria for the Validation Round, select the sampling type (Fixed Size or Statistical) and associated options as described in the table on the next page.

  9. Permissions: If the coding form and review passes should be limited to certain user groups:

    1. In the Permissions area (on the right side of the window), click Add/Remove Groups.

    2. Select needed groups and click OK.

  10. Note: To make a TAR project available to all groups currently defined for the case, click Select All. The project will be unavailable to groups added after this selection (unless you add them). Do not apply security to individual TAR review passes or coding forms; control access to these components through TAR project permissions.

  11. When the project definition is complete, click Save.