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Before using predictive coding with either the standard workflow or Continuous Active Learning (CAL), you must perform the initial steps described in this section.
For information about how to create a binder, see Create a binder.
A target population is a static set of documents that you want to code with a predictive coding model.
Use the following procedure to create a population.
1.On the Case Home page, under Analysis, click Populations.
2.Click Add population.
3.In the Name box, type a name for the population.
4.In the Source list, select a source for the population, either Binder or Saved Search.
5.In the list that appears, select the binder or saved search name.
The new population appears at the top of the list on the Populations and Samples page. To view the documents in the population, click the number in the Documents column.
Create a sample of the population to validate the population's predicted codes against human reviewers' actual marks.
Use the following procedure to create a sample.
1.On the Case Home page, under Analysis, click Samples.
2.Click the Add sample button in the row for a population. Or, click Add sample at the top of the page.
3.In the Name box, type a name for the sample.
4.In the Population list, select the population from which you want to create the sample. This box is unavailable if you are creating the sample from the button in a population's row.
5.In the Size box, type the number of documents to include in the sample. The number must be equal to or less than the number of documents in the population, minus the number of documents in all other samples for this population.
The new sample appears in the list under the selected population. To view the documents in the sample, click the number in the Documents column.