Granted Patent B1

US 10,540,403 · App. 13/324,903 · Granted Jan 21, 2020

Inventors: Michael J. Coyle (Los Altos, CA); Gary S. Lehrman (Cupertino, CA)

Assignee: Veritas Technologies LLC

G06F16/93G06F16/904

Abstract

Claims (51)

1. A method to resume a review of documentary evidence, comprising:

receiving an input, by an administrator user, to group a set of documents into review sets and assign the review sets to at least one reviewer user;

receiving, by a processing device, a request to initiate a new electronic discovery data review session in which documentary evidence is reviewed by a reviewer user and marked to categorize the documentary evidence, the new electronic discovery data review session to relate to a review set of documentary evidence data that is assigned to an electronic discovery case, the request comprising a reviewer user identifier associated with a preceding electronic discovery data review session that is associated with the electronic discovery case;

locating session state data associated with the preceding electronic discovery data review session using the user identifier, wherein the session state data comprises a list of next document identifiers, filter settings of the preceding electronic discovery data review session, and a bitmap representing a complete set of document identifiers of documents from prior search results;

upon initiation of the new electronic discovery data review session, executing a new search based on the session state data to generate new search results associated with the review set, wherein the new search results are determined using a same query as the preceding electronic discovery data review session;

upon initiation of the new electronic discovery data review session, determining whether there is at least one difference between the new search results and search results determined using the same query in the preceding electronic discovery data review session based upon a bitmap comparison;

notifying the reviewer user when there is at least one difference;

performing a linear review of the documentary evidence by automatically providing a next item of documentary evidence data for review in response to the reviewer user marking a current item of documentary evidence data, including:

locating a next item of documentary evidence data to be reviewed based on the session state data by iterating through the list of next document identifiers to identify a first document identifier that is present in the new search results; and

providing the next item of documentary evidence data in a graphical user interface when initiating the new electronic discovery data review session for the reviewer user;

wherein locating the next item of documentary evidence data to be reviewed includes sorting new search results based on sort criteria and sort direction in the session state data; and

locating the next item of documentary evidence data to be reviewed in the sorted new search results based on a display mode in the session state data.

2. The method of claim 1 , wherein the review session is a linear review.

3. The method of claim 1 , wherein the session state data comprises back-end elements pertaining to the preceding electronic discovery data review session, wherein the back-end elements comprise at least one of the reviewer user identifier, a saved search identifier, search criteria, search filter settings, search highlighting settings, or document identifiers.

4. The method of claim 1 , wherein the documentary evidence data that is assigned to the electronic discovery case comprises at least one of an email message, an instant message, a text message, a voicemail message, or a document that is assigned to the electronic discovery case.

5. A system to resume a review of documentary evidence, comprising:

a memory; and

a processing device coupled with the memory to:

receive an input, by an administrator user, to group a set of documents into review sets and assign the review sets to at least one reviewer user;

receive a request to initiate a new electronic discovery data review session, in which documentary evidence is reviewed by a reviewer user in a linear review and marked to categorize the documentary evidence, the new electronic discovery data review session to relate to a review set of documentary evidence data that is assigned to an electronic discovery case, the request comprising a reviewer user identifier associated with a preceding electronic discovery data review session that is associated with the electronic discovery case;

locate session state data associated with the preceding electronic discovery data review session using the reviewer user identifier, wherein the session state data comprises a list of next document identifiers, filter settings of the preceding electronic discovery data review session, and a bitmap representing a complete set of document identifiers of documents from prior search results;

upon initiation of the new electronic discovery data review session, execute a new search based on the session state data to generate new search results associated with the review set, wherein the new search results are determined using a same query as the preceding electronic discovery data review session;

upon initiation of the new electronic discovery data review session, determine whether there is at least one difference between the new search results and search results determined using the same query in the preceding electronic discovery data review session based upon a bitmap comparison;

notify the reviewer user when there is at least one difference;

performing a linear review of the documentary evidence by automatically providing a next item of documentary evidence data for review in response to the reviewer user marking a current item of documentary evidence data, including:

locate a next item of documentary evidence data to be reviewed based on the session state data by iterating through the list of next document identifiers to identify a first document identifier that is present in the new search results; and

provide the next item of documentary evidence data to be reviewed of the review set in a graphical user interface when initiating the new electronic discovery data review session for the reviewer user, wherein the new electronic discovery data review session is based on the filter settings in the session state data;

wherein locating the next item of documentary evidence data to be reviewed includes sorting new search results based on sort criteria and sort direction in the session state data; and

locating the next item of documentary evidence data to be reviewed in the sorted new search results based on a display mode in the session state data.

6. The system of claim 5 , wherein the review session is a linear review.

7. The system of claim 5 , wherein the session state data comprises back-end elements pertaining to the preceding electronic discovery data review session, wherein the back-end elements comprise at least one of the reviewer user identifier, a saved search identifier, search criteria, search filter settings, search highlighting settings, or document identifiers.

8. The system of claim 5 , wherein the documentary evidence data that is assigned to the electronic discovery case comprises at least one of an email message, an instant message, a text message, a voicemail message, or a document that is assigned to the electronic discovery case.

9. A non-transitory computer readable storage medium including instructions that, when executed by a processor, cause the processor to perform operations comprising:

receiving an input, by an administrator user, to group a set of documents into review sets and assign the review sets to at least one reviewer user;

receiving, by the processor, a request to initiate a new electronic discovery data review session in which documentary evidence is reviewed by a reviewer user in a linear review and marked to categorize the documentary evidence, the new electronic discovery data review session to relate to a review set of documentary evidence data that is assigned to an electronic discovery case, the request comprising a reviewer user identifier associated with a preceding electronic discovery data review session that is associated with electronic discovery case;

locating session state data associated with the preceding electronic discovery data review session using the reviewer user identifier, wherein the session state data comprises a list of next document identifiers, filter settings of the preceding electronic discovery data review session, and a bitmap representing a complete set of document identifiers of documents from prior search results;

upon initiation of the new electronic discovery data review session, executing a new search based on the session state data to generate new search results associated with the review set, wherein the new search results are determined using a same query as the preceding electronic discovery data review session;

upon initiation of the new electronic discovery data review session, determining whether there is at least one difference between the new search results and search results determined using the same query in the preceding electronic discovery data review session based upon a bitmap comparison;

notifying the reviewer user when there is at least one difference;

performing a linear review of the documentary evidence by automatically providing a next item of documentary evidence data for review in response to the reviewer user marking a current item of documentary evidence data, including:

locating a next item of documentary evidence data to be reviewed based on the session state data by iterating through the list of next document identifiers to identify a first document identifier that is present in the new search results; and

providing the next item of documentary evidence data to be reviewed of the review set in a graphical user interface when initiating the new electronic discovery data review session for the reviewer user, wherein the new electronic discovery data review session is based on the filter settings in the session state data;

wherein locating the next item of documentary evidence data to be reviewed includes sorting new search results based on sort criteria and sort direction in the session state data; and

locating the next item of documentary evidence data to be reviewed in the sorted new search results based on a display mode in the session state data.

10. The non-transitory computer readable storage medium of claim 9 , wherein the review session is a linear review.

11. The non-transitory computer readable storage medium of claim 9 , wherein locating the next item of documentary evidence data to be reviewed in the sorted new search results based on the display mode comprises at least one of:

determining the display mode is a first mode, wherein the next item of documentary evidence data to be reviewed is a document that was last viewed before the reviewer user ended the preceding electronic discovery data review session; or

determining the display mode is a second mode, wherein the next item of documentary evidence data to be reviewed is a first document on a page of the search results last viewed before the reviewer user ended the preceding electronic discovery data review session.

12. The non-transitory computer readable storage medium of claim 9 , wherein the session state data comprises:

back-end elements pertaining to the preceding electronic discovery data review session, wherein the back-end elements comprise at least one of the reviewer user identifier, a saved search identifier, search criteria, search filter settings, search highlighting settings, or document identifiers; and

user-facing elements pertaining to the preceding electronic discovery data review session, wherein the reviewer user-facing elements comprise at least one of sort criteria, sort direction, a display mode, or display parameters.

Assignments (14)