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What to Keep in Mind When Setting Up your Active Learning Review Pass in OPEN DISCOVERY

Susanne Strong


By Susanne Strong, Content Developer, IPRO Learning Experience Team  

By now, we're guessing you’ve all heard about machine learning. Here at IPRO, we’re super excited about it! When it comes to document review and creating review passes in OPEN DISCOVERY, we call it “Active Learning.” As reviewers begin document review, and “check-in” batches, the system learns from your input and begins making predictions. It starts classifying documents based on extracted text, putting them into groups based on how the Active Learning Batch is defined (i.e. relevant v. non-relevant). As the review goes on, metrics are updated, making it easier to decide whether a review should continue.  

The great part is that you can decide whether to use Active Learning or not, by either enabling it or disabling it when creating review passes.    

Whether you decide to use it or not, It's up to you. Either way, there are a few things to keep in mind when it comes to your workflow, that can make your life a lot easier.  

First Things First  

Before setting up a review pass, be it an Active Learning Enabled or Disabled Review Pass, it’s helpful to do the following:  

  • Make sure you have your tags set up. This is important as you’ll need to use a “Primary Tag” for your review pass. For example, if you’re creating a Review Pass for responsive documents, you might want to create a new Responsiveness Tag Group (I.e. “AL Responsiveness”, with a Tag such as “AL_Responsive,” “AL_Non Responsive” and “AL_Further Review”) to use solely for that review pass. In this example, “AL_Responsive” would be your “Primary Tag.”    

  • If you create a Tag Group, enable whichever Tag Group Rules work for you (i.e. Exclusive).  

  • Next, create a Coding Form named for the Review Pass to include the required fields needed, as well as the Tag Group you just created.  

  • Also include a Form Rule, requiring that certain Tags and/or Tag Groups must be tagged.  

  • If you want your Review Pass to be based on a Search, you must create it first. If you want your review pass to be the entire case, there’s no need to create a search first.  

Active Learning Enabled Review Passes  

What’s important to remember here is that you need to select a Coding Form, as well as your Primary Review Purpose (which is the tag you created earlier). This defines the purpose of your review (if you are tagging documents for responsiveness or privilege). Designating whether this Review Pass is based on the Entire Case, a Saved Search or a Custom Index will also need to be done.   

Batch size is automatically set to 10 documents, which we have found works best when it comes to classifying documents and updating metrics. After creating the batch, you can edit this if you wish to do so.   

Active Learning Disabled Review Passes  

When thinking about workflow, the main thing you must remember, when creating an Active Learning Disabled Review Pass, is that this is based on a Saved Search only (which is why it’s extremely important to create it first!). Another difference here is the batch size. The default batch size for Active Learning Disabled Review Passes is 200. This can be changed to whatever number works best for you! Setting up the Prefix, the Batch Order, and Family Field will also need to be done here.   

Before Starting Your Review  

Whether you’re creating an Active Learning Enabled or Disabled Review Pass, remember to edit your Coding Forms to set up Review Rules! These simply make it so that once all required Tags are applied, documents that are looked at get switched from Not Reviewed, to Reviewed for the specified Coding Form.   

Ready Set Go!  

Once you’re done setting up your Review Pass and enabling Review Rules on your Coding Forms, it’s time to start reviewing documents! Simply select the needed Review Pass and go have at it.  

For more information on Managing Review Passes, take a peek at the following: 

If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/   

IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here:  https://my.ipro.com/help 

If you have topics you’d like for us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.   



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