Autonomy Education
Autonomy eDiscovery Administrator,
Project Manager & End User Training
Autonomy eDiscovery delivers an innovative approach to eDiscovery, through rapid data intake and
streamlined processing, review and production processes that enable users to maintain full compliance
across every stage of the Electronic Discovery Reference Model (EDRM). Autonomy eDiscovery (“AED”)
streamlines the creation, analysis, review, culling and redaction of electronic document (EDD)
productions.
AED harnesses the power of HP Autonomy’s Intelligent Data Operating Layer (IDOL). IDOL is the leading
technology for high-end unstructured information analysis. Through IDOL, AED provides advanced
analytics operations and visualization tools for non-linear review, advanced searching and filtering, and
streamlined coding and redaction of documents, in a language- and format-independent environment.
Along with Autonomy Legal Hold (ALH), AED spans the EDRM, thus enabling you to conduct all tasks,
from Information Management and Legal Hold to Production on HP Autonomy’s powerful common
infrastructure.
This training plan pertains specifically to our three-day AED Administrator, Project Manager and End
User courses designed for legal users (particularly legal counsel, case managers, and document
reviewers). However, HP Autonomy recognizes that not all AED users will require an administrator-level
understanding of the software. Accordingly, the course is segmented so that administrators can take all
three days of training, project managers can attend only Days 2 and 3, and end users can limit
themselves to the half-day of training on Day 3.
HP Autonomy’s training courses are classroom/workshop based. We believe the most productive way
to learn is to actively use the software while training. We encourage System Administrators and
Engineers to attend most of the product training (particularly the Administrator components), so that
they not only know how to maintain the service, but can also troubleshoot more effectively when a user
has a particular request. Our courses use pre-indexed data, which allows the trainer to lead the
students through a well-designed set of workflow procedures representative of a typical workflow
AED training is divided into three days: Day 1 focuses on training the implementation supervisors and
legal users, particularly case managers, who will need to set up and organize projects, modules and
personnel for document review and production. Day 2 trains the legal users, particularly attorneys, data
analysts, project managers and practice support personnel who will be responsible for managing
review projects and productions. Day 3 is for the legal users, particularly document reviewers, review
managers, and data analysts who will be conducting relevance or privilege reviews and/or document
redaction.
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Autonomy eDiscovery 7.5
Course Name:
Autonomy eDiscovery Administrator, Project Manager & End User Training
Duration of Course:
Three days
Audience:
Day 1: Administrator is for implementation supervisors and legal users,
particularly legal counsel and case managers, who will need to set up and
organize projects, modules and personnel for document review and production.
Day 2: Project Manager is for legal users, particularly attorneys, data analysts,
project managers and practice support personnel who will be responsible for
managing review projects and productions.
Day 3: End User is for legal users, particularly document reviewers, review
managers, and data analysts who will be conducting relevance or privilege
reviews and/or document redaction.
Training Format:
Discussion, demonstration and hands-on practice using an HP Autonomyhosted AED environment.
Course Agenda:
HP Autonomy provides: • Up to three days of hands-on training
•
•
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Fully Documented Training Materials which set out the tasks and lessons
planned for each day
Each student participating in the practical workshop will be provided with a
dedicated computer
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Training Agenda
Course Curriculum:
Day 1: Autonomy eDiscovery Administrator Training
Audience: Legal users (particularly case and review managers) and implementation
supervisors.
Module:
Objectives:
1-1: Introduction to Autonomy eDiscovery
1-2: System Management
1-3: Creating Projects, Modules and Data
Sources
1-4: Managing Roles, Fields and Tags
1-5: Redaction Sets and Term Lists
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Trainer and student introductions
•
Autonomy eDiscovery overview
•
Overview of advanced analytics and
visualization
•
Overview of review team management
•
Logging into the AED system
•
Overview of system management
•
Create Roles
•
Create Users
•
Configure settings at the system level
•
Create projects and modules
•
Create data sources
•
•
Ingest and index data into the AED IDOL
index
Deduplication considerations
•
Reimport exception files
•
Create exception reports and deduplication
reports
•
Modify role permissions at the module level
•
Create and manage data fields within AED
•
Create and manage tags for coding
•
Create and manage Field Lists
•
Manage field validation
•
Modify field and folder permissions at the
module level
•
Create Redaction Sets for a module
•
Set filtering options at the matter level
•
Create term lists
•
Overview of persistent term highlighting
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Autonomy eDiscovery 7.5
Day 2: Autonomy eDiscovery Project Manager Training
Audience: Legal users, particularly attorneys, data analysts, project managers and practice
support personnel.
Module:
Objectives:
2-1: Introduction, Folders & Documents
2-2: Analytics & Organization
2-3: Meaning Based Coding
2-4: Workpools & Workstreams
2-5: Filters & Productions
•
Introductions for new students
•
•
Overview of project management within
AED
Overview of AED user classifications
•
Create folders
•
Copy and move documents
•
Overview of visual analytics
•
Create and use Cluster Maps
•
Create and use Link Maps
•
Create and use Message Tracer
•
Retrieve near duplicates of documents
•
Viewing and retrieving document families
•
Overview of MBC theory and importance
•
•
Understand “accuracy” versus “precision”
and “recall”
Creating an exemplar set of documents
•
Generating a random sample of documents
•
•
Understand importance of the iterative
process
Set up an MBC Definition within AED
•
Enable MBC Definition for new data
•
Overview of Workpools and Workstreams
•
•
Understanding workstream document
statuses
Create and manage transitions
•
Create workstreams and workpools
•
Populate a workpool
Understanding search filters
Bulk-create TIFF image files
Perform TIFF quality control
Native file and image production
Export a production to a load file
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Training Agenda
Day 3: Autonomy eDiscovery End User Training
Audience: Legal users, particularly document reviewers, review managers, and data analysts.
Module:
Objectives:
3-1: Introduction to AED Review
3-2: Advanced Search & Filtering
3-3: Workpools, Tagging & Redaction
3-4: Reports, Audit Trails & Exports
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Introductions for new students
•
•
Edit the Dashboard and customize its
reports
Overview of the AED Review Interface
•
Create a folder
•
Understand different types of search
•
Understand search operators
•
Understand Boolean and proximity syntax
•
Review search results and quality
•
Restrict results based on field criteria
•
Save search queries
•
Understand query visualizer
•
Understand search filters for end users
•
Review search results and quality
•
Restrict results based on field criteria
•
•
Overview of AED Workpools for review
assignment
Check documents out from a Workpool
•
Check in and validate reviewed documents
•
Review documents in AED Review
•
Tag documents
•
Bulk tagging
•
•
Creating and redacting TIFF images as
needed
Redacting audio files
•
Create and view reports
•
Generate the pre-built reports
•
•
Use the User Activity, Data Processing, and
Workpool reports
Export report metadata to a .CSV file
•
Populate a workpool
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Autonomy eDiscovery 7.5
Classroom Training
Autonomy Education offers regular training courses at our classroom training centers in the US
and UK, as well as Bangalore, India and Singapore. Autonomy has fully equipped classrooms in the
following locations:
San Francisco
One Market Plaza
19th Floor
Spear Tower
San Francisco, CA 94105
USA
Washington, DC
3120 Fairview Park Drive
2nd Floor
Falls Church, VA 22042
USA
Dallas
2200 Ross Avenue
Suite 3500
Dallas, TX 75201
USA
Chicago
303 E. Wacker Drive
Suite 2700
Chicago, IL 60601
USA
Boston
John Hancock Tower
200 Clarendon St.
21st Floor
Boston, MA 02116
USA
Cambridge, UK
Autonomy House
Cambridge Business Park
Cowley Road
Cambridge
CB4 0WZ
UK
Training Fees:
•
•
•
A discount of 20 percent is included for four registered (public classes) attendees or
more from the same organization.
Please also note that for public classes, HP Autonomy requires a minimum of 5
attendees to reserve their places in the training course before any reservations can be
confirmed for that course.
A discount is applicable for all organizations belonging to the Autonomy Partner
Program.
Onsite Training:
HP Autonomy Education also offers onsite training services, subject to availability of adequate
training facilities. Travel reimbursement is applicable for all onsite training at the customer site.
HP Autonomy maintains small class sizes (10–12) in order to provide adequate individual
attention. Please contact us at training@autonomy.com for a Training Plan customized to meet
your organization’s needs.
Booking a training course:
All bookings/reservations for attending an HP Autonomy training course must be communicated
via autonomyeducation@hp.com. Public training courses at one of HP Autonomy’s classroom
facilities may be booked through our website at
http://registration.autonomy.com.
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Training Agenda
HP AUTONOMY EDUCATION STANDARD TERMS AND CONDITIONS
Training Services: Details of the HP Autonomy training courses are outlined at
http://www.autonomy.com/content/Services/Training/index.en.html. HP Autonomy reserves the right to
adjust the syllabus of any course at its sole discretion and without notice.
Registration and Payment: To register, a Training Order Form (available from
autonomyeducation@hp.com) must be sent to HP Autonomy. Registration will be accepted up to 14 days
before a class commences, with late registration considered on a case-by-case basis. Only attendees who
are registered and confirmed may attend training classes. Please note, only valid HP Autonomy customers
and partners may attend HP Autonomy Education courses. Full payment is due 30 days after
commencement of the course. All attendees will receive an e-mail confirmation at least one week before
each class.
Cancellation: A minimum number of attendees are required for each course, and for this reason HP
Autonomy reserves the right to re-schedule the commencement date of any course up to ten (10) working
days prior to the published commencement date. If rescheduled dates are not suitable, HP Autonomy’s
liability will be limited to a refund of the registration fees paid. Attendees may cancel or reschedule an
attendance date by notifying autonomyeducation@hp.com at least ten (10) working days prior to course
commencement. A full refund will be given for cancellations at least ten (10) working days prior to course
commencement; course fees are not refundable for later cancellations. HP Autonomy will make a
reasonable attempt to reschedule a cancelled registration; however if attendance cannot be rescheduled,
the registration will be cancelled. HP Autonomy reserves the right to refuse a place on a course for any
lawful reason.
Attendee Responsibilities: Attendees will (i) meet the prerequisites and recommendations as outlined in
the HP Autonomy Education Order Form; (ii) attend each training session at the set schedule and participate
in training activities as directed by the instructor; (iii) make themselves aware of and adhere to HP
Autonomy policies related to health, safety, security, and emergencies; (iv) not copy, in whole or in part,
any material acquired during the course; and are (v) responsible for all travel, accommodation and other
sundry costs. HP Autonomy reserves the right to terminate the training course for any attendee it
reasonably believes is not fit to attend.
Copyright: All intellectual property rights, including copyright, patents, design rights and know-how in or
relating to the course or course materials provided or made available in connection with the course remain
the sole property of HP Autonomy and no copies may be made of course materials unless expressly agreed
in writing by HP Autonomy. HP Autonomy does not permit videotape or any other type of recording of
training sessions.
Warranties And Disclaimers: Except where expressly provided otherwise in an agreement all information
provided directly or indirectly through an HP Autonomy training course is provided "as is" and without
warranty of any kind. HP Autonomy disclaims all warranties with respect to this information, whether
express or implied, including the implied warranties of merchantability, satisfactory quality and fitness for a
particular purpose. In no event will HP Autonomy be liable for any direct, indirect, incidental, special or
consequential damages, or damages for loss of profits, revenue, data or use, incurred by you or any third
party, whether in contract, tort or otherwise, arising from your access to, use of, or reliance upon
information obtained from or through an HP Autonomy training course. HP Autonomy reserves the right to
make changes, updates or corrections to the information contained in its training courses at any time
without notice.
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