Assisted Review: Project Actions

There are multiple actions you can take to manage your Assisted Review project. The documentation below details these actions.

Note: Most of the following actions can only be performed once a project has been created

Add Project

In a project, documents from a matter are reviewed and analyzed.

From the dropdown project menu, select + Add Project. The Create Project Wizard opens. For more information on the options available in this wizard, see Create New Assisted Review Project.

Add Issue

From the dropdown project menu, you can add a new issue to your project.

  1. Select + Add Issue.

  2. Provide an Issue Name and Description.

  3. Select a scope for the Initial Training Sets. The initial training sets instruct the learning algorithm on what documents to label as responsive or not responsive.

    • Random Set

      Select a batch size from between 2 and 1000 documents.

    • Query-Based Set

      Select a search query that was saved in ZyLAB One.

    • Based on Existing Tags

      Select saved search queries for Responsive and Not Responsive documents. The system will take the batch size of random documents of the results of this query.

Recalculate Vectors

Text documents are converted to a document vector representation suitable for the system's learning algorithm, which classifies documents as being responsive or not responsive for an issue.

New documents might be added to the matter on which your project was based. To ensure these documents can be used by the Assisted Review process, document vector representation needs to be recalculated.

Project Report

Click Project Report to download a PDF report containing data about the project and general statistics about the classification process at the moment of the report request.

Training Rounds Report

Click Training Rounds Report to download a csv report containing data about the reviewed documents at the moment of the report request. The documents are listed by id number, document name, hash value, file type, issue name, responsiveness (Responsive/Not Responsive), training round number and reason (added, removed, changed).

Note: The Training Rounds Report will only become available after reviewing a full training batch (using the specific Assisted Review tags associated with the needed issue) and then selecting the New Training Batch button at the bottom of the Assisted Review Progress page.

Delete Project

Click Delete Project to remove it. All information from the project will be deleted, including issues/tags.