8. Thread Viewer
This section describes how to browse documents using the thread viewer under the TRAINING tab.
Note
This section describes functionality available in the TRAINING tab without the use of COSMIC (Cognitive Machine Coding) assisted review. For information on reviewing documents using COSMIC, see Section 9 - COSMIC (COGNITIVE MACHINE CODING).
If you are in EXPLORING mode and click on a Document snippet in the right hand column, you will switch to the TRAINING mode and see the panels below.
B. Email Body
The Email body pane displays the text of the email segment. A user can also access various segment level information and tagging/comment functions.
At the email segment header, a blue dot () indicates this segment is a direct search hit. A warning message () indicates the original email for this segment does not exist.
Entities and search hits are highlighted if the All or Current Search option is used for highlighting. A user can put the mouse over the highlighted entity to get more details.
Segment tagging: click the icon to open the tag window:
A user can check any existing tag to add it to the segment or create a new tag by entering the tag in the “Search or add tag” textbox. When you check the checkbox, the system automatically applies the selected tag to the segment and the currently loaded document.
The applied tags automatically appear at the right bottom corner of the segment. If a segment has segment tags, the tag icon will be colored blue ().
Segment Comment: click the icon to open the comment window:
Type comment in the comment box and click Save. A user can enter a maximum number of 2,500 characters for a comment.
Segments with comments will have the number of comments added to the icon. Click the button to expand a popup window to show existing comments. The “…” button allows you to edit or delete the comments.
C. Thread Information
The Thread Information Panel includes Thread details, Thread diagram and Similar threads as well as Comments, Tags and Entities.
Threads Details Window
The Thread details window has the following field columns:
Hit: if the document is a direct search hit.
Inclusive: if the document is an inclusive email.
Control Number: the control number of the document.
Subject: the “subject“ line of email.
Sent Date: the “Date Sent” property of the email.
Cluster: ID of the cluster.
Cluster Score: score of clustering, high score indicates it is closer to the center of the cluster.
Attach Count: number of attachments.
Seg Count: number of segments in the email.
Model Score: the currently selected COSMIC model score.
Cycle: number of cycle for the current COSMIC project.
Group: group identifier.
Attachment: if this is an attachment or not.
Use the button to show or hide columns in the Thread details window:
Thread Diagram
The Thread Diagram is located below the Thread details window.
Each circle in the diagram represents a segment from the document.
Each unique path along the connecting lines from the furthest left circle in the top row to the furthest right circle in each row represents a unique document. In addition, an individual row may contain more than one document as indicated.
The Blue dots on the top indicate that the segment(s) are search hits.
The yellow circle is the currently loaded segment.
For example, the visualization above indicates the thread has 3 documents. Document A has segments 1, 2, 3 and 4, document B has segment 1, 5 and 6, and document C has segment 1, 2, 7.
Select any of the circles to load the selected segment into the document viewer. Even if you select a segment that is not a part of the original thread such as Segment 5 in the above visualization, it will show you that segment.
Similar Threads
Click the Similar threads button to request threads related to the currently loaded one based on when this document was sent, its communicators, the entities detected, or the cluster it's in.
The similar threads found will be loaded into the documents snippet window to the right:
D. View Original
The Relativity®, Extracted, Native links in the thread viewer provide options for reviewers to view the original text or native file of the document. Notice the visibility of these links depends on where Relativity® Integration Mode is being used.
Relativity® Integrated Mode: under Relativity® Integrated mode, click the Relativity® link to open the document in Relativity®.
Stand Alone Mode: if your administrator has “Native” link enabled, there will be a Native link displayed in the thread view. Click Native link to view the original text.
A user can switch between the Extracted Text and Native option. Additional configuration is required for the native view to work. Contact your storybook admin for more details.