CREATING AND MANAGING BATCHES Flashcards
Creating Batch Sets
How do you ensure that families are batched out together?
If you select a value in the Family Field, then the batch set will include family documents from that related group that are also included in the data source.
Creating Batch Sets
What Naming Conventions should you use when doing multi-stage review?
Be sure to include the phase name in the batch set name. This helps you search for information within a specific phase.
Creating Batch Sets
What does the “Batch Unit Field” do.
Allows to group similar documents in the same batch. Documents with different values in a batch unit field are not included in the same batch unless the Family Field would override this.
A common batch unit field is the custodian.
Creating Batch Sets
How do you ensure that a batch document has been reviewed?
You can choose a field that you will use to determine if a document has completed a phase of a review.
i.e. Responsive
Make the field Mandatory and set it in your batch set options as the “Reviewed Field”
Creating Batch Sets
Why might the number of documents in a batch be larger than the value set for maximum batch size?
Family Field Selected
When a value for Family Field is selected, the resulting number of documents within each batch may be larger than the value for the Maximum Batch Size field. For example, if your maximum batch size is set to 100, the first 100 documents that the batch source returns puts into the first batch. After this is done, any family members to the documents in the first batch are then included in that batch. This may result in the batch being larger than 100. Depending on the size of your family groupings, the size of your batches may vary significantly.
Creating Batch Sets
By default, are batches generated automatically (Is the Auto Batch toggle set to ON)?
No - Default is Auto Batch Disabled
Creating Batch Sets
Auto batch - If you enable this what options can you set?
Minimum Batch Size - only available if Auto Batch is enabled. This is the smallest possible number of documents in a batch.
Auto Create Rate - only available if Auto Batch is enabled. This represents how often (in minutes) the system attempts to create batches.
With auto batching enabled, the Relativity service account runs the saved search specified as your batch data source. The Relativity Service account is a system admin account.
Creating Batch Sets
If you create a batch and then change the batch Set Settings will they apply to the existing batch?
No - Need to purge and create the batch with the new settings for them to take affect.
Previously created batches do not update to include new properties. For example, if you create batches with a batch size of 500 and then need to lower the size, you should purge the existing batches. You can then make any changes and recreate the batches. Any existing data in the original batch set is lost when those batches are purged.
