RCA Study! Flashcards
What is a client connected to?
Users and Matters
What is a client status used for?
Status is the current status of the client. The default options are active or inactive, but you can add any
status value. Use the status value to organize and display lists of clients using Relativity views.
What is a client #?
Client Number is the billing number for the client. Client Number must be between 1 and 50 characters.
What is a matter connected to?
Clients and Workspaces
Do matters need to be associated with a client?
Yes. They must be associated with an existing client.
May be associated with one or more workspace.
What are matters used to define?
Matters are used to define the different cases, disputes or advising that a firm may be involved with for
a client.
What are users connected to?
Clients and Groups
Can users be directly added to a workspace?
Users cannot be directly added to a workspace; they must first be added to a group since workspace
access is granted on a group basis.
Where can you enable document skip?
Under User Information.
How can you log into Relativity?
RSA Two Factor authentication technology, Client SSL’s authentication and Active Directory Authorization.
What is a group connected to?
User and a Workspace
How many groups can a user be a member of?
Unlimited
When are permissions set?
Although permissions are granted on a group level, no rights were granted during initial group creation. All
rights are granted when a group is added to a workspace.
How do you add a user to a group?
From the Group Details page or from the User Details page.
What can the Everyone group see? The Script Admin? The System Administrators?
All users are a member of the Everyone group. This group is only available in Admin mode.Relativity System Administrators have rights to see every item within a Relativity environment. Administrators
have access to Admin mode, which allows them to create and edit new Clients, Matters, Users, Groups and
Views, among other capabilities.
What group do you need before becoming a script admin?
Before a user can belong to the Relativity Script Admins group, the user must first belong to the System
Administrators group. Relativity Administrators are not automatically members of the Relativity Script Admins
group.
Can system admins edit locked scripts?
Regardless of permissions, System Administrators will not be able to edit locked scripts.
What is a workspace?
A workspace provides a secure data repository for documents used in cases or for applications
developed with custom objects. You can store all types of documents (such as productions, witness testimony,
and others) in a workspace to facilitate searching, organizing, and categorizing content.
What are workspaces connected to?
Documents
What isn’t transfered from a template workspace?
Data. Ex. documents, matters, search indexes
Why would you use production restrictions?
Using the Production Restrictions option, you can ensure that your production set does not include privileged
or other confidential documents. You can select a saved search that returns documents that you want
excluded from the production set.
What happens if there is a dtSearch in your production restriction that you’ve used as a template?
You can select any saved search in the Production Restriction option, including one that uses a dtSearch or Relativity
Analytics search index. If you later use the workspace as a template, you will see a warning message
that requires you to select one of the following options:Select a New Production Restriction or Continue with no Production Restriction. In addition, you cannot delete the saved search that is used by the Production Restriction option. You must
first edit the Production Restriction option so that it no longer references the search.
What are fields?
Fields are used to store document metadata and coding choices within Relativity. You can display and use
fields on views and layouts.
What types of tabs are there?
Lots of them.
Should you include family groups a production restriction saved search?
Include family groups in your saved search so that all of the family items are kept together
and can be removed if necessary.
What do you need to run a production restriction?
A saved search to use when running your production set.
What are fields connected to?
Documents and choices.
What is an object type?
.Object Type determines the object that is used to classify the field.
What is the default and maximum of a fixed length text field?
.Default is 255 and maximum length is 4,999.
What does Unicode allow?
.Unicode allows foreign language characters. Unicode encoding must be enabled before loading any Unicode
data into the field.
When is a field editable?
When read only is set to no.
When creating a view what fields would you include?
See, sort and filter with
What are fixed length text type examples?
Email From, Email Subject
What is optimal for fixed length text?
Fixed-length text fields larger than 500 characters are not optimal.
What is the sum of all fixed length text fields? The max?
The sum of all fixed-length text fields should not be larger than 8,060 bytes.
What is a long text field larger than? The limitation?
Long text is a text field larger than 4,999 characters. The technical limitation of a long text field is 2 GB.
Relativity is set to stream what length of long text?
, but Relativity is usually set to stream only files smaller than 50 MB.
What are examples of long text fields?
Email To, FullText.
What will produce an error from the date field?
Dates must be in a valid format. For example, 01/00/2000 would not be accepted. Attempting to
load an invalid date will produce an error.
What is the maximum number of digits before the decimal? After?
Maximum of 15 digits before the decimal, 2 digits after the decimal.
What are the password requirements?
You should probably know this by now.
What is currency’s maximum?
Maximum of 10 digits.
What is automatically created when you make a file field?
File is a field that allows you to upload a file for a non-document object. When you add a File field, Relativity
automatically creates File Size, File Icon, and Text fields for the object.
What is propagation?
Propagation inside Relativity is used to automatically force a coding value to a specified group of related
items. For example, a user can tag a document as Responsive and have the value propagate to that document’s
family members.
Is there a warning when propagation is applied?
There is no
warning to signal that propagation is being applied.
What are list properties?
List Properties control how an item is displayed in a view. Views are lists of items in Relativity and are covered
in the Views section.
What should list filter be used for?
The List filter type should only be used for single-choice lists and Yes/No fields. Applying list
filters to other fields may severely impact system performance.
What is the artifact ID?
Artifact ID is Relativity’s unique identifier for all database objects.
What is a relational field?
When creating or editing a fixed-length text field, you have the option of making it relational. A relational field
is used to identify a group of related documents, such as families, duplicates, or near duplicates. For example,
MD5 Hash is commonly used to identify duplicates.
What fields can you set as relational? What is the limitation?
You can set the relational field properties only on fixed-length text fields that do not
exceed 450 characters.
What is the keyboard shortcut for copy from previous?
Alt+Shift+Z
What is the control number?
Control Number is the workspace identifier. You can rename this field.
How do you change a parent choice?
If you need to change a parent choice, create a new choice family, mass-edit the applicable
documents, and then remove the old choice.
What is a transform set?
Transform Sets transform fielded data inputs based on rules called a handler.
When are keyboard shortcuts active?
Keyboard shortcuts are enabled. Focus is in the Core Reviewer Interface. The viewer is docked. The viewer is undocked and IE only has one tab open.
What is domain parsing?
Domain Parsing is a Relativity-defined handler that extracts email domains from email addresses in a document
set. For example, “jsmith@example.com” will yield “example.com”. The domains returned are written
to a destination field.
What is a handler?
Handlers analyze a specified
source text field, extract text matches, and then write the results to a destination field. Domain parsing and Conversation Index Parsing.
The destination field of a transform set must be a BLANK.
The transform will only be saved if the selected field is a Multiobject
field.
The source field for a transform set must be a BLANK.
The source field must be a standard text field. No identifier, associative, relational, or system
fields can be used.
What is a persistant highlighting set?
You have the option of creating a reusable, transferable set of persistent highlight parameters that will be available
for selection in the Viewer and can assist in document review.
Can you copy markup sets?
.
Can two users redact the same document at the same time?
.
Should persistent highlight terms have quotations? Connectors?
Do not use quotation marks. In persistent highlighting, Relativity treats non-alphanumeric characters
as special character wildcards. If you surround search terms with quotation marks, Relativity will match
the quotation marks with any special character, such as $, &, ^, %, @, and others. Do not use operators such as AND and OR. Operators including “AND” or “OR,” are not used in keyword
searching. If used, Relativity will look for the exact phrase including “AND” or “OR.”
What are the two sources of a highlight set?
.
What happens when you use a question mark in a persistent highlight set?
.
If you enter terms with no color coding what is the color?
If you enter terms with no color-coding, the background will be magenta and the text black. The default background color is white
and the default text color is black.
Can wild cards be used in a persistent highlight set?
Wildcards are useful in some cases. For example, the search term appl* will highlight apple, application,
applies, and so on. An excessive use of wildcards will affect performance. Leading wildcards such as
*itting, are not recommended.
What is the persistant highlight set color code format?
[background color];[text color];[term to be highlighted]
What is the default owner of a new layout?
Public provides all users with the ability to see the layout. By default, this value is selected.
At what number does persistent highlight start to slow?
Performance degradation can occur once the list reaches 100 terms, and significant
slowness occurs at 500 terms. If you have a large list of terms, using Highlight Fields through STRs is a better
solution.
What is a layout?
Layouts are web-based coding forms that give users access to view and edit document fields.
Where does column one add a field on a layout? Column two? Both columns?
.
What are views connected to on the EDRM?
Documents
How many characters can a field condition contain?
A
field condition can contain up to 4000 characters.
What is a view?
Views are customizable lists of items within Relativity. Essentially, any time you see a list of items displayed in
Relativity, it’s a view.
What is the default order for a new view?
The default order is “9999.”
What type of object do you need for an indented list?
For system-created views associated with Relational Fields, the object is Document by default and cannot be
changed.
Each term in an STR is like what kind of search?
Each Add Terms line is treated as an individual dtSearch query. For more information about
dtSearch, refer to the Relativity Searching Manual.
Do permissions matter with STR results?
Count is not security aware and is thus not influenced by permissions. This means the count
includes documents the user is unable to view in a basic search. For example, a user performs a
dtSearch that returns a total of five documents, two of which are inaccessible. Even though only
three hits are available in the view, the search terms count still includes all five documents originally
tagged with the search term.
What types of fields can you report on?
Multiple choice, single choice list, User and Yes/No
What is a summary report?
Summary Reports provide aggregate tallies of field values.
What else is page level numbering called?
Bates Number
What can you export with the RDC?
.
What are the numbering options for productions?
Page Level, Document Level and Original Image Numbering
What is the default Bates # digit amount for page numbering?
By default, this option is set to 4 characters.
What document level number separators are available?
underscore, hyphen and period
What does original image numbering look like?
[control number]-[page number]
When can you see the Production Bates # in header and footers? Production #?
When creating a production set.
What is the max and default for page numbering digits?
1 and 6
What is the production sort order default?
y default, the sort order is Artifact ID, which is
the load order of the documents.
Are family groups kept together during a sort?
When you perform a sort, family groups are not kept together.
What does the RDC automatically create?
Folders
Where can you see a list of documents removed from production?
History Tab
What can you export?
You can use the Relativity Desktop Client (RDC) to export production sets, search results, and folders.
What security permissions do you need to edit documents?
.
What can you mass action?
Cluster, Process Transcript, Mass Copy, Mass Edit, Mass Move, Mass Delete, Mass Produce, Mass Replace, Mass Image, Mass Print Image, Tally/Sum/Average, Send to CaseMap, Export to File
What is the only default live checkbox?
Production
What does dtSearch have that Keyword doesn’t?
Stemming and proximity and fuzziness.
What is Relativity’s default search?
Keyword
What are noise words?
The Noise Words box allows you to edit the list of words to be ignored during indexing.
What is a Dictionary search?
The Dictionary Search allows you to
search the index for a specific term, see the total occurrences of the term and the number of documents containing
it.
What is batching?
Relativity’s batching feature is intended to bring structure to the often-complex task of managing a large-scale
document review with multiple reviewers. Batches can be automatically generated or created manually.
Relativity can split a static set of documents into batches based on administrator-set criteria and then allow
users to check out these batches, assigning themselves documents.
Are family groups kept together in assigned batching?
No. Include family groups in your saved search so that all of the family items are kept together
and can be removed if necessary.
What does OCR stand for?
Optical character recognition
What field is Batch: Assigned To?
Assigned To is the reviewer to whom the batch is checked out.
Does OCR perform translation?
No
What are the two main points of OCR-ing?
Defining a production or saved search that contains the documents you want to OCR and Using the OCR Profiles and OCR Sets tabs to run an OCR job on your pre-defined documents.
Does “preprocess images” slow down performance or enhance it?
It improves the accuracy of the results while significantly slowing down job completion
Can you use a production as a data source for OCR?
Yes. You can use a production or a saved search.
If you choose a data source to OCR what will it OCR and what will it NOT OCR?
Choosing a data source will OCR only the original image and not redactions (unless there are
redactions on the image itself).
When should your destination field be Unicode enabled?
If you selected non-Western European languages in your OCR Profile, the destination field
should be Unicode-enabled.
If you stop and restart an OCR job, where will it pick up?
Once stopped, a job cannot be resumed from the point at which
it was stopped; you must click Run to begin the job over again.
What operators do you use for Textbox filters?
AND, OR, BETWEEN, =, >=, <=
What field types are the Boolean filters available on?
Yes/No field types.
What operators do you use for multi-list filters?
OR or AND
What is a SQL index search?
Keyword
When is a wildcard always used?
Textbox Filter.
What will quotation marks get you in Keyword searches?
“wired magazine” would return:
the exact phrase wired magazine
What happens if you use an * in a search term?
It functions as a wildcard.
How does a comma work within Keyword searches?
wired, magazine would return:
the word wired or the word magazine
In Keyword, can you query on a letter followed by a period?
Yes. It will treat it like an abbreviation.
What is the maximum number of conditions on search conditions?
You set a total of 5 conditions with the Search Conditions option. If your
query requires more than 5 conditions, create a saved search.
Are TIFF files colored or black and white?
Black and white
Are JPEG black and white or colored?
Colored
What is best practice when creating a new imaging profile?
Copy the default
What are the two modes in Relativity?
Admin and workspace
Where can a user change their personal settings?
My settings
What happens when you apply the data focus?
Adjusts white space
Before a Relativity license expires, you’ll receive an alert regarding the expiration _____ days prior, and you will have a _____ day grace period.
30, 7
The Licensing tab is where you can: (Select all that apply) a. Apply a license key b. Send a message to Client Services c. Generate a License Request d. Review your license details
Generate a license key, get license details and apply a license key.
Clients are directly associated with Users and Groups. True or false?
False. Users and matterd
A client’s status does not impact user permissions. True or false?
True
A Matter name cannot exceed: a. 25 characters b. 50 characters c. 150 characters d. 255 characters
50
The following is a valid client name: True or false? Walker $ales
True
What will happen if you change the Matter Status to inactive?
Nothing it becomes less visible in drop downs
What are the available options when setting a password for a new user? Select all that apply. a. Use default password b. Manually set password c. Auto-generate password d. Use current password
There is no default
Users can have the same name, but not the same _________.
Email address
A user who is associated to an inactive client is not able to access Relativity. True or false?
False
Relativity uses strong passwords. What are the criteria?
Seriously. It’s embarrassing if you don’t know this.
When associating a user with a client, what setting allows you to customize the available list?
Status
A workspace can be assigned to more than one Resource Pool. True or false?
False
Where can a user be added to a group? Select all that apply. a. Workspace Details b. Edit Permissions c. Users tab d. Groups tab
User and group tab
If a user is a member of multiple groups that are assigned to the same workspace, which permissions are applied? a. Permissions with the higher level b. Permissions with the lower level
Highest level
Where do you add a group to a workspace? a. Admin Mode | Groups b. Admin Mode | Users c. Workspace Mode | Groups d. Workspace Mode | Workspace Details
Workspace details
In order to import an application, a user must belong to what group?
Script Admin
What tab do you download the RDC from?
Administration : workspace details tab
The RDC requires the following to be installed on the workstation (select all that apply): a. Microsoft Visual C++ 2005 b. Microsoft Visual C++ 2010 c. Microsoft .NET 4.0 d. Microsoft .NET 2.0
B, C
Microsoft .NET Framework 4.0 and Microsoft C++ 2010 Redistribute
In the RDC, it is possible to import choices as nested. True or false?
True
How would you move fields between workspaces?
You can’t.
Once a field has been created, the field type can be changed. True or false?
False
Every field must be mapped when importing to your workspace. True or false?
False
The following image types can be imported into Relativity as images: (select all that apply.) a. Single Page PDF b. Multi-Page PDF c. Single Page JPG d. Multi-Page TIF e. Single page Group IV TIF
C,e
When previewing errors, Relativity only displays the first ______ records.
1000
All field types are available to tally on. True or false?
False
What file formats are available when using the Export to File mass operation?
Excel, dat, csv
The pivot display toggle options are: (Select all that apply.) a. Grid b. Graph c. Chart d. List
A,c,d
By default, all fields are available to pivot on. True or false?
False
Where would you go to adjust the look and feel of a pivot chart?
Pivot console
A new choice can be added from the ________ tab or a coding __________.
Administration: choices or a coding layout
What is the recommended incremental ordering when adding choices?
10
What are two common relational fields?
Group identifier and MD5hash
To restrict viewing related documents, you would not grant permission to the related items pane. True or false?
False
By default, a warning message will display to let users know propagation is active on the workspace. True or false?
False
If document skip is enabled, what will happen if propagation is applied to the workspace?
It will auto tag the family and skip to the next document
Propagation is applied to the field and not the choice. True or false?
True
It is not possible to secure a layout. True or false?
False
When building a layout, what is used to help break up different sections of fields?
Categories
Where are the two places you need to enable Copy from Previous?
Layout console and field
System shortcuts cannot be deleted. True or false?
False
Select the keyboard commands that can be used for custom keyboard shortcuts: Select all that apply. a. Ctrl b. Function c. Shift d. Alt
A,c,d
What field types are summary reports limited to? Select all that apply. a. Long Text b. Multiple-choice c. Single-choice d. Fixed Length e. User f. Yes/No g. Date
B,C,E,F
How would you export a summary report?
Export to excel
It is not possible to copy an existing view. True or false?
False
A Documents view contains a list of 10 items. What could you do to help separate the items?
.
The Project Manager wants a quick way to see the issues of a case using a view. What conditions would you apply?
New view where issues is set
Name the two Relativity Transform Sets.
Domain parsing and conversation index
A Transform Set extracts text matches, writing the results to a specified field. True or false?
True
Which of the following items need to be created prior to creating a transform set? Select all that apply. a. Data Source b. Object field c. Multi-object field d. Destination field
Everything
What is the name of the email program that creates a conversation index?
Outlook
Conversation index is a unique __ character number.
.
An indented list can be created on any workspace view. True or false?
False only on document views
What visual indicator is used to help represent the relations between the documents?
Indented views
Only Administrators have the ability to create and manage Image Sets. True or false?
False
Where would you go to change the priority of your imaging job? a. Workspace |Imaging Set b. Workspace |Image Agent c. Workspace |Queue Management d. Admin |Queue Management
D
During mass imaging and Tiff-on-the-fly, you can choose which imaging profile to use. True or False?
True
If tagged, where are Search Term Results displayed?
Field tree
In order to obtain results when running a Search Terms Report, your data source (saved search) must contain __________.
Documents
The following is a valid Search Terms Report highlight term: Trade~ True or false?
True
Where can a user switch off persistent highlights?
Persistent highlight tree
When adding new documents to a workspace, by default all terms appearing in the new document will be highlighted. True or false?
False
When creating a Markup Set and entering two phrases on individual lines, you will have both phrases available to you when you go to redact. True or false?
True
Markup Sets hold the following information: a. Redaction Text b. Annotation Highlight Color c. Highlight Terms d. All the above
A
In order for a user to apply redactions, what permissions would you give them?
Edit markup sets
Where can a user switch off individual persistent highlighted terms?
Persistent highlight tree
More than one Markup Set can be selected when running a production. True or false?
False
To be a Script Admin you must be a System Admin. True or false?
True
Where does Relativity house scripts?
Under the administration: scripts tab in a workspace. In admin they are in the relativity script library.
What are the different options for production numbering?
Document level, page level, original image number
Why should you secure the Productions object?
Do make sure people don’t see your produced documents
When producing natives only, documents receive one Bates number per page. True or false?
True
Where do you export an application from? a. Workspace Details tab b. Admin mode c. Relativity Applications tab d. Relativity Desktop Client
C
It is possible for a user to be given specific permissions in order to import an application. True or false?
True
Externally created productions can be imported into Relativity. True or false?
True
Which of the following is not an option under the Export menu in the RDC? a. Search Term Report b. Saved Search c. Folder and Subfolders d. Folder
A
It is possible to start the export at any record number for a saved search. True or false?
True
What permission do you need to select in order for the Add link (to add a choice) to appear on a layout?
Fields section has an add choice by link checkbox
When creating a new tab, System Admins are given permission by default. True or false?
True
If you want a user to perform coding tasks, what permissions would you give them? a. Edit Fields | Documents Tab b. Edit Documents | Documents Tab c. View Fields | Fields Tab d. View Documents | Documents Tab
B
Once you secure an item, it no longer inherits rights from the _____________.
Workspace
In order for a reviewer to manage their batched documents, which permissions would they need?
Batch edit and tab visibility for review batches
What are two main ways to assign batches to a user? a. ___________________________ b. ___________________________
Auto batching and manual
What field would you add to a view in order for a Project Manager to manually assign batches?
Edit
When auto-batching documents, the following are valid data sources: (Select all that apply.) a. View b. Search Term Report c. Saved Search d. Summary Report
C
To check out batches, the group must have Edit _______ and the ________ tab permission.
Edit batches and review batches
Document batches are created from the: a. Documents tab b. Batch Sets tab c. Review Batches tab d. Workspace Details tab
B
When adding new documents, a keyword index must be manually rebuilt. True or false?
False
A keyword search on the word apply* would return the following results: a. Apply, applies, applying b. Apply, application, applies, applying c. Apply, applying d. Apply only
C
What dtSearch operator would you use to search for documents within certain proximity of each other? Is this the same for the beginning and end of a document?
w/n Xfirstword or xlastword
A dtSearch on the word apply* would return the following results: a. Apply, applies, applying b. Apply, application, applies, applying c. Apply, applying d. Apply only
C
Keyword Searches do not return individual digits. True or false?
True
To create a static list of documents, the documents must be _____ with a specific _____. a. redacted, choice b. redacted, mark up c. tagged, field d. tagged, choice
D
Relativity will not automatically index transcripts while processing. True or false?
False
Relativity can only process _____ text transcripts?
ASCII
You can do the following with transcripts: (Select all that apply.) a. Add inline tags to a transcript b. Create a word index for a transcript c. Create links to other documents within a transcript d. Import a .LEF file
A, b, c
In addition to other study techniques, you should also review the Admin Manual, Searching Manual, and User Manual to study for the RCA. True or false?
True
What can you import?
Document load files and production and image files
Where can you find the Hands-On projects and study materials for the RCA exam? a. kCura’s Certification webpage b. kCura’s Documentation webpage c. Relativity.com d. Relativity Customer Portal
Certification page on customer portal
What is a kwe file?
All the saved settings in the import/field map
What is a multi value delimiter?
The character used to separate choices within a field
What does append only load?
Only new records
What does overlay only load?
It updates existing records only
What isn’t saved in a .kwe file?
Selected designation path and advanced settings - copy files to repository
