Nuix eDiscovery Specialist

Objective

During this two-day class, participants will:

• Recognize and manage ingestion settings depending on source data
• Manage data while maintaining chain of custody
• Make quality control checks to processed data to identify early data issues
• Create preliminary reports and early case strategies
• Explore different culling techniques and discuss their merits and pitfalls
• Use advanced analytics to provide context to documents for further review tasks
• Stage and conduct quality assurance productions ready for export
• Troubleshoot simple configuration issues and errors.

The class includes hands-on lab exercises that allow students to apply what they have learned during the lecture phases.

Prerequisites

To get the most out of this class, you should:

• Have previously completed eDiscovery Fundamentals
• Have at least three months of experience using Nuix.

Modules

Module 1: Introduction

• Student and instructor introductions
• Overview of the course
• System login credentials

Module 2: Case Data Processing

• Project scoping
• Case creation
• Adding evidence
• Evidence processing settings
• Post-processing quality control

Module 3: Early Case Assessment

• Custodian normalization
• Date range filter and known file types
• Exception reporting and handling
• Remediation of flagged items
• Item exclusions
• Statistics reporting

Module 4: Deduplication

• Case deduplication
• Generate item set
• Identify originals
• Generate and compare hash lists

Module 5: Build Metadata Profiles

Review profile types:

• Nuix-defined
• File properties
• Evidence metadata
• Filtered tags
• Derived metadata
• Custom metadata

Module 6: Search

• Review basic searching:
  • Family logic
  • Advanced search
• The search module:
  • Total keyword hits
  • Total unique hits
  • Total unique hits plus family
  • Client search hit report
  • Application of new search terms
  • Advanced searching features
  • Reporting on new hits

Module 7: Near Deduplication & Clustering

• W-shingling
• Jaccard coefficient
• Resemblance threshold
• Chained near duplicates
• Clustering of items with textual similarity
• Export shingle list

Module 8: Assigning Review Sets

• Fast review sets
• Bulk redactions using word lists
• Bulk redactions using named entities
• Nuix Web Review & Analytics

Module 9: Producing Documents

• Sorting
• Control numbering
• Image quality control
• Production set quality control
• Exporting of the production
• Report on duplicates

Module 10: Nuix eDiscovery

• Overview
• Questions and answers
• Exam procedures