Planning in advance ensures a successful wrap up. Distribute and discuss Assisted Review Reviewer Protocol.Show the RAR for End Users webinar to reviewers.Use all the tools available to train all reviewers in RAR protocols. A RAR project isn't like other document coding. Optional - Use the following to further cull documents:.Pull UNCLUSTERED documents from project.Optional – Use the following if the project requires categorizing for issues:.Create saved searches (training set and searchable set).Eliminate documents without enough text.Create a layout and fields for the project.Install the Assisted Review application.This decreases the chance of delays during the project. Use the following to ensure you complete all administrative tasks before reviewers look at documents. Ensure your administrative prep is complete.Decide on a manual review plan (i.e., all docs categorized as Responsive privilege screen only).Determine level of Precision, Recall, and F1.

The stakeholders should discuss goals and timelines prior to beginning a RAR project. Make sure you set your timeline and goals.Issue or privilege coding is in a separate field or not part of RAR workflow.Concept rich files (not primarily numbers).Ensure the population contains the following: Ensure the document set you plan to use is a good population for Assisted Review.

The checklist is also useful as a guide to the most commonly required items for RAR. Customize the following checklist to fit the needs of each project. Successfully completing a RAR project requires you to spend a little time at the beginning of the process to determine if RAR is the best way to proceed.Įvery RAR project has specific needs, goals, and deliverables. If, for instance, responsiveness hinges on a name or a date, that's not enough for RAR, because there are no concepts to learn, only absolutes. To be good examples, documents should have rich text with lots of concepts, not just numbers.Īlso consider what constitutes a responsive document. The system learns best from documents that are good examples.

Assisted review centers on the concept of training the system, so it learns how to interpret uncategorized documents. Before you begin a RAR project, think about whether the project is a good fit for assisted review.

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