Relativity Certification Administrator (Set-01) Flashcards
What is a Client?
A company or organization.
The Client object connects to?
Matter, Workspace, Groups and Users.
What is a Matter?
Defines different cases or disputes that a firm is involved with for a client.
The Matter object connects to
Client and Workspace objects.
What is a User?
Individual who has access to the Relativity environment.
What is a User associated with?
A User is directly associated with Client and Groups objects, and indirectly associated to Workspaces via Groups.
What is a Group?
Organizes users and is then added to Relativity Workspaces.
The Groups object connects to
User, Workspace and Client objects.
What is a Workspace?
Data repository used to store, display, organize, and categorize documents used in cases. Also stores applications developed with custom objects.
What is a Document?
A record within a Relativity Workspace.
What is a Document directly associated with?
A Document is directly associated directly with Workspaces, Layouts and Views, and Fields for coding metadata.
What is a Field?
Stores document metadata and coding choices. Used and displayed on document Views or Layouts.
What is a Choice?
Predetermined values applied to single and multi-choice fields. Used in coding fields to allow users to record decisions on a document.
What is a View?
Customizable list of items in Relativity. Corresponds to a Relativity object.
What is a Custom Object?
Any additional workspace object created to provide additional functionality to the review platform. For example, a custodian object stores custodian information and connects custodians to their documents in a workspace.
What is a Layout?
Web-based coding form that give Users access to view and edit document fields.
What is an Object?
Items that store data and can connect to one another for increased functionality.
What are the three components of a View?
Items displayed on list (criteria) | fields of information returned via displayed items | the sort order of items.
What is an Admin?
System administrator with rights to see every item in a Relativity environment.
What is a Workspace directly associated with?
Workspaces are associated with a specific Matter, Groups that are added to them, and Documents.
What is a Matter directly associated with?
It must be associated with an existing Client and may be associated with multiple Workspaces.
What is Workspace mode?
Provides a list of Workspaces you have permission to view. Access to specific functions within Workspace is determined by Group permissions.
What is a template?
Existing Workspace structure used to create a new Workspace. All non-document objects (Choices, tabs, views, etc…) excluding saved searches referencing dtSearch and Analytics indexes are copied to the new Workspace.
What is a pivot?
Reporting tool used to analyze data to reveal trends and patterns in a case.
What are the two default account for an instance of Relativity?
relativity.servic | relativity.admin
The User Drop down menu is where you can
Change your settings | Learn which version of Relativity you’re using | Logout
What display types are available on a PIVOT profile?
Stacked Bar Chart | Pie Chart | Table
What queues can you managed from the Queue Management tab?
Production | OCR |Worker Manager
What options are available for displaying multiple Choice field values in a Layout?
Check boxes | Pop-up pickers
What are the three types of search indexes?
Keyword | dtSearch | Relativity Analytics.
How is security applied to Relativity Workspaces?
Permissions are defined at the Group level.
What are the minimum permissions given to a Group by default?
View Only: allows user read-only access to Workspace objects.
What is a User associated with?
A User is directly associated with Clients and Groups, and is indirectly associated to Workspaces via Groups.
Where do Group Permissions apply?
Permissions are set per Group on a workspace-by-workspace basis.
What is a Document directly associated with?
A Document is associated directly with Workspaces, Layouts and Views, and Fields for coding metadata.
What is a Field directly associated with?
A Field is directly associated with Documents and is comprised of Choices.
What are the three grouping mechanisms used in Batch creation?
Batch unit | family field | reviewed field.
What are the three types of search indexes?
Keyword | dtSearch | Relativity Analytics.
What search features are available in Relativity?
Filters, keyword searches, saved searches, dtSearches, and Analytics
Number searches (including dates) require the greater/less than or equal to operator when filtering.
True
How do you search for ONLY an exact phrase in a filter?
By typing the word or phrase itself or following an equal sign.
What wildcards are supported by dtSearch?
’?’ matches any single character | ‘=’ matches any single digit | ‘*’ matches any number of characters | ‘~’ is used for stemming. They can be added to the beginning of a search term in a dtSearch.
What operators can be used in a keyword search?
Boolean operators (AND/, OR/, NOT) | quotation marks for exact phrases | parentheses for grouping | and wildcards (*). Note: cannot use NOT in conjunction with OR.
Stop words in a keyword search include?
punctuation marks | single letters | single digits | ‘and words such as ‘at’, ‘a’, ‘on’ and ‘the’.
What is a stop word?
A stop or noise word is ignored by keyword searches and only its position is taken into account.
What are treated as stop words in a keyword search?
Single letters and numbers | punctuation marks | the @ symbol at the beginning of a query | certain words
What are the stop word exceptions?
An @ sign NOT at the start of a query | hyphen/dash (which searches for any punctuation mark in its place) | double digit numbers | uppercase letters followed by a period.
What is stemming?
Allows the returning of grammatical variations of a word in a dictionary search.
What formats are available to auto-recognize in a dtSearch?
Dates, email addresses, and credit card numbers.
What are the rules for the NOT operator in a dtSearch?
It can be used as a standalone operator (ex. NOT fish) or as a connector in conjunction with OR or AND (ex. dog AND NOT fish).
What is the order of precedence for dtSearch?
OR then AND expressions.
What is the order of precedence for a keyword search?
AND then OR expressions.
How does the AndAny connector for dtSearch work?
Words before operator are required and words after it are optional.
What are search conditions and where are they found?
Search conditions allow the building of complex queries via selection of fields, operators, and values. They can be found in the saved search form, the Documents tab, and dynamic object tabs.
How many search conditions are allowed per query? When using search conditions
a total of 5 are allowed on the Documents tab. Any more requires a saved search that allows up to 10.
What mass operations are available to use on saved searches?
Move, copy, delete, edit, print, image, replace and convert.
What does the ‘Includes’ option of a saved search do?
Allows documents with the same MD5 hash (duplicates), group identifier (family), or custom field to be returned along with hit documents.
When are pop-up pickers available for search conditions?
When the operators ‘All of These’ or ‘None of These’ is chosen, along with those for multiple object fields.
What are the rules for the ‘Contains’ operator?
Blank values are filtered out | wildcards and quotation marks are allowed | commas and carriage returns are respectively changed to OR and AND.
What batch fields are available to use as search conditions?
Batch (name), Batch Set, Batch Assigned To, and Batch Status.
What occurs if you attempt to delete a saved search referenced by another one or by the Document view?
Relativity will display an error message and not allow the deletion.
If search 1 references search 2, can search 2 be edited to reference search 1?
No, since Relativity doesn’t allow the circular references.
What will be the permissions associated with a search moved to a new folder?
The search will inherit the security of the destination folder.
What is fuzziness?
A numerical value between 1-10 that determines the degree of variation in terms returned in a dictionary search. Returned terms may differ by up to that many characters.
What is the difference between dtSearch and keyword search on the SQL side?
Keyword search is a SQL full text search that queries individual fields. A dtSearch queries across all fields that are combined into a single pool.
What are the two built-in search words for dtSearch?
xfirstword: marks beginning of file. | xlastword: marks end of file.
What is the fuzziness operator and how does it work?
The fuzziness character (%) when you are searching text that may contain typographical errors. The higher the level of fuzziness, the more differences dtSearch will permit
What is an alphabet file?
A collection of characters that are treated as text, spaces, searchable letters, or ignored in a dtSearch.
How do you search for a numeric range in a dtSearch?
By entering the upper and lower bounds separated by two tildes Ex. 12~~17). Decimal points and commas are treated as spaces and minus signs are ignored.
In what case do regular expressions and wildcards significantly slow down searching?
When the expression is closer to the beginning of a word.
What is the stemming operator and how does it work in dtSearches?
The tilde (~) is used at the end of the root word and returns grammatical variations of it.
Where can the stemming operator be used when running searches?
In a Documents tab search | In the dictionary search dialog in a dtSearch | In a saved search | Note: the Enable Stemming checkbox is independent of the stemming operator.
If you re-convert previously converted documents.
Only the newly-converted documents are stored in the cache.
What happens if an error occurs when importing a document load file?
The import process continues, and an error report is created at the end.
Using dtSearch what syntax is valid when you want to search for terms at the end of the document?
(bank and cash) w/10 xlastword
What are the numbering format types available for productions?
Page level | Existing production | Document level | Original Image | Document Field
What information does the Dependencies Report provide?
It displays the impact that deleting a parent object has on its child and associative objects
How does the W/N connector work in dtSearch?
W/N connector returns instance of A that are within N words of B.
How does the NOT W/N connector work in dtSearch?
The NOT W/N returns instances where A is separated from B by at least N words or B isn’t found.
How does dtSearch handle queries with noise words?
Noise words are skipped, not indexed, and used as a placeholder for another intervening word.
What are the differences between standard and conceptual searching?
Standard searching finds the presence of a term via a query and incorporates Boolean logic. Analytics/conceptual searches attempt to derive the semantic meaning of terms and incorporates mathematics.
What is the max sum of fixed length fields for an object?
8060 characters before performance degradation.
How many results are viewable in the related items pane?
Only the first 1000.
What is a smart (propagation)tag?
A choice that automatically populates its parent choice upon selection.
What search operators are available for dtSearch?
Boolean connectors (AND, OR, NOT, TO, CONTAINS) | % (fuzzy searching) | ~~ (numeric ranges) | ## (regex) | ~ (stemming) | {?, =, *} (wildcards) | W/N (proximity search) | quotation marks (exact words or phrases).
What occurs when a user attempts to login on a second computer?
Their account will be automatically logged out on the first computer.
What lists are available on the client details page?
Lists of assigned users, groups, and matters.
What happens when a user is a member of multiple security groups?
They receive the highest permissions from the combination of groups.
When will workspaces be visible to a user?
When the user is added to a group which is then associated with a workspace.
Where are the permissions a group has for a workspace defined?
They are defined within the workspace.
What occurs when a user’s Relativity access is disabled for a month?
Their account is not counted toward that month’s billing.
How do you make a tab invisible?
By changing its ‘Is Visible’ field to No.
When should the ‘Cell Contains File Location’ option in the RDC be checked on import?
When the extracted text is in document-level text files and the load file contains a path to those text files. If the extracted text is a field in the load file, it should remain unchecked.
Where do object rules apply?
Object rules apply to everyone regardless of their security group.
What is the difference between the ‘Group By’ and ‘Pivot On’ settings?
Group By specifies the list of items to summarize on (vertical axis). Pivot On breaks down the totals for each Group By row by adding columns (horizontal axis).
What is Instance permissions?
Permissions for system admin groups to limit or grant access to specified system admin objects.
What is Workspace permissions?
Permissions for user groups added to the selected workspace.
What happens when a User/Group is not added to a Workspace?
They will not have access.
What are the 6 permissions that can be granted on an Item or Object Level?
None | View | Edit | Delete | Add | Edit Security
Why will some object types, be missing options from the 6 permission options?
To prevent administrators from setting permissions to ‘None’ for the ‘Users’ or ‘Views’ objects, because it will make Relativity unusable.
What does the NONE do on the object?
User does not have any access to the object.
What does the view permissions do on the object?
User has access to view the object. This is the lowest object permission.
What does the edit permissions do on the object?
User has access to edit and view the object.
What does the delete permission do on the object?
User has access to delete, edit, and view the object.
What does the add permission do on the object?
User has access to add new objects.
What does the EDIT SECURITY do on the object?
Grants users the ability to edit the security of objects.
When selecting the file encoding of a new load file how does it display?
The column headers in the file should display as a vertical list and the fields are displayed in alphanumeric order.
[True OR False] Boolean operators (AND, OR) can be used in combination with the equality operator (=) in a textbox filter?
False, they will be interpreted as words included in the exact phrase being searched.
The operators >= and <= cannot be used for alphabetical searching in textbox filters?
They can only be used with number and date fields.
Which punctuation marks are treated as stop words by default?
They include: Period (.) | Colon (:) | Semicolon (;) | Slash (\,/). You cannot query on them with a keyword search.
Why can’t wildcard operator (*) be used at the beginning of a word in a keyword search?
SQL index searches don’t support leading wildcards.
How are stop words handled in keyword searches?
They are ignored but their position is taken into account, such that searching for ‘Sun on my Head’ will return all documents with the words ‘Sun’ and ‘Head’ separated by any two words.
When a search phrase includes a hyphen or dash what are the results?
The query returns results that include terms containing other punctuation marks. For example, the following results return for a search on the term Pop-up: Pop.up | Pop–up.
What are the minimum and maximum values for a year?
Max: 2900, Min: 1000.