Announcing the e-Discovery Team’s TAR Training Program: 16 Classes, All Online, All Free – The TAR Course

March 19, 2017

We launch today a sixteen class online training program on Predictive Coding: the e-Discovery Team TAR Course. This is a “how to” course on predictive coding. We have a long descriptive name for our method, Hybrid Multimodal IST Predictive Coding 4.0. By the end of the course you will know exactly what that means. You will also understand the seventeen key things you need to know to do predictive coding properly, shown this diagram.


Hands-on
 hacking of predictive coding document reviews has been my obsession since Da Silva went viral. Da Silva Moore v. Publicis Groupe & MSL Group, 27 F.R.D. 182 (S.D.N.Y. 2012). That is the case where I threw Judge Peck the softball opportunity to approve predictive coding for the first time. See: Judge Peck Calls Upon Lawyers to Use Artificial Intelligence and Jason Baron Warns of a Dark Future of Information Burn-Out If We Don’t

Alas, because of my involvement in Da Silva I could never write about it, but I can tell you that none of the thousands of commentaries on the case have told the whole nasty story, including the outrageous “alternate fact” attacks by plaintiff’s counsel on Judge Andrew Peck and me. I guess I should just take the failed attempts to knock me and the Judge out of the case as flattery, but it still leaves a bad taste in my mouth. A good judge like Andy Peck did not deserve that kind of treatment. 

At the time of Da Silva, 2012, my knowledge of predictive coding was mostly theoretical, informational. But now, after “stepping-in” for five years to actually make the new software work, it is practical. For what “stepping-in” means see the excellent book on artificial intelligence and future employment by Professor Thomas Davenport and Julia Kirby, titled Only Humans Need Apply (HarperBusiness, 2016). Also see: Dean Gonsowski, A Clear View or a Short Distance? AI and the Legal Industry, and, Gonsowski, A Changing World: Ralph Losey on “Stepping In” for e-Discovery (Relativity Blog). 

If you are looking to craft a speciality in the law that rides the new wave of AI innovations, then electronic document review with TAR is a good place to start. See Part Two of my January 22, 2017 blog, Lawyers’ Job Security in a Near Future World of AI. This is where the money will be.

 

Our TAR Course is designed to teach this practical, stepping-in based knowledge. The link to the course will always be shown on this blog at the top of the page. The TAR page next to it has related information.

Since Da Silva we have learned a lot about the actual methods of predictive coding. This is hands-on learning through actual cases and experiments, including sixty-four test runs at TREC in 2015 and 2016.

We have come to understand very well the technical details, the ins and outs of legal document review enhanced by artificial intelligence, AI-enhanced review. That is what TAR and predictive coding really mean, the use of active machine learning, a type of specialized artificial intelligence, to find the key documents needed in an investigation. In the process I have written over sixty articles on the subject of TAR, predictive coding and document review, most of them focused on what we have learned about methods.

The TAR Course is the first time we have put all of this information together in a systematic training program. In sixteen classes we cover all seventeen topics, and much more. The result is an online instruction program that can be completed in one long weekend. After that it can serve as a reference manual. The goal is to help you to step-in and improve your document review projects.

The TAR Course has sixteen classes listed below. Click on some and check them out. All free. We do not even require registration. No tests either, but someday soon that may change. Stay tuned to the e-Discovery Team. This is just the first step dear readers of my latest hack of the profession. Change we must, and not just gradual, but radical. That is the only way the Law can keep up with the accelerating advances in technology. Taking the TAR Course is a minimum requirement and will get you ready for the next stage.

  1. First Class: Introduction
  2. Second Class: TREC Total Recall Track
  3. Third Class: Introduction to the Nine Insights Concerning the Use of Predictive Coding in Legal Document Review
  4. Fourth Class: 1st of the Nine Insights – Active Machine Learning
  5. Fifth Class: Balanced Hybrid and Intelligently Spaced Training
  6. Sixth Class: Concept and Similarity Searches
  7. Seventh Class: Keyword and Linear Review
  8. Eighth Class: GIGO, QC, SME, Method, Software
  9. Ninth Class: Introduction to the Eight-Step Work Flow
  10. Tenth Class: Step One – ESI Communications
  11. Eleventh Class: Step Two – Multimodal ECA
  12. Twelfth Class: Step Three – Random Prevalence
  13. Thirteenth Class: Steps Four, Five and Six – Iterate
  14. Fourteenth Class: Step Seven – ZEN Quality Assurance Tests
  15. Fifteenth Class: Step Eight – Phased Production
  16. Sixteenth Class: Conclusion

This course is not about the theory or law of predictive coding. You can easily get that elsewhere. It is about learning the latest methods to do predictive coding. It is about learning how to train an AI to find the ESI evidence you want. The future looks bright for attorneys with both legal knowledge and skills and software knowledge and skills. The best and brightest will also be able to work with various kinds of specialized AI to do a variety of tasks, including AI-enhanced document review. If that is your interest, then jump onto the TAR Course and start your training today. Who knows where it may take you?

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e-Discovery Team’s Best Practices Education Program

May 8, 2016

EDBP_BANNER

EDBP                   Mr.EDR         Predictive Coding 3.0
59 TAR Articles
Doc Review  Videos

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TEAM_TRAINING_screen_shot

e-Discovery Team Training

Information → Knowledge → Wisdom

Ralph_4-25-16Education is the clearest path from Information to Knowledge in all fields of contemporary culture, including electronic discovery. The above links take you to the key components of the best-practices teaching program I have been working on since 2006. It is my hope that these education programs will help move the Law out of the dangerous information flood, where it is now drowning, to a safer refuge of knowledge. Information → Knowledge → Wisdom: Progression of Society in the Age of Computers; and How The 12 Predictions Are Doing That We Made In “Information → Knowledge → Wisdom.” For more of my thoughts on e-discovery education, see the e-Discovery Team School Page.

justice_guage_negligenceThe best practices and general educational curriculum that I have developed over the years focuses on the legal services provided by attorneys. The non-legal, engineering and project management practices of e-discovery vendors are only collaterally mentioned. They are important too, but students have the EDRM and other commercial organizations and certifications for that. Vendors are part of any e-Discovery Team, but the programs I have developed are intended for law firms and corporate law departments.

LIFE_magazine_Losey_acceleratesThe e-Discovery Team program, both general educational and legal best-practices, is online and available 24/7. It uses lots of imagination, creative mixes, symbols, photos, hyperlinks, interactive comments, polls, tweets, posts, news, charts, drawings, videos, video lectures, slide lectures, video skits, video slide shows, music, animations, cartoons, humor, stories, cultural themes and analogies, inside baseball references, rants, opinions, bad jokes, questions, homework assignments, word-clouds, links for further research, a touch of math, and every lawyer’s favorite tools: words (lots of them), logic, arguments, case law and precedent.

All of this to try to take the e-Discovery Team approach from just information to knowledge →. In spite of these efforts, most of the legal community still does not know e-discovery very well. What they do know is often misinformation. Scenes like the following in a law firm lit-support department are all too common.

supervising-tipsThe e-Discovery Team’s education program has an emphasis on document review. That is because the fees for lawyers reviewing documents is by far the most expensive part of e-discovery, even when contract lawyers are used. The lawyer review fees, and review supervision fees, including SME fees, have always been much more costly than all vendor costs and expenses put together. Still, the latest AI technologies, especially active machine learning using our Predictive Coding 3.0 methods, are now making it possible to significantly reduce review fees. We believe this is a critical application of best practices. The three steps we identify for this area in the EDBP chart are shown in green, to signify money. The reference to C.A. Review is to Computer Assisted Review or CAR, using our Hybrid Multimodal methods.

EDBP_detail_LARGE

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Predictive Coding 3.0 Hybrid Multimodal Document Search and Review

Control-SetsOur new version 3.0 techniques for predictive coding makes it far easier than ever before to include AI in a document review project. The secret control set has been eliminated, so too has the seed set and SMEs wasting their time reviewing random samples of mostly irrelevant junk. It is a much simpler technique now, although we still call it Hybrid Multimodal.

robot-friendHybrid is a reference to the Man/Machine interactive nature of our methods. A skilled attorney uses a type of continuous active learning to train an AI to help them to find the documents they are looking for. This Hybrid method greatly augments the speed and accuracy of the human attorneys in charge. This leads to cost savings and improved recall. A lawyer with an AI helper at their side is far more effective than lawyers working on their own. This means that every e-discovery team today could use a robot like Kroll Ontrack’s Mr. EDR to help them to do document review.

Search_pyramidMultimodal is a reference to the use of a variety of search methods to find target documents, including, but not limited to, predictive coding type ranked searches. We encourage humans in the loop running a variety of searches of their own invention, especially at the beginning of a project. This always makes for a quick start in finding relevant and hot documents. Why the ‘Google Car’ Has No Place in Legal Search. The multimodal approach also makes for precise, efficient reviews with broad scope. The latest active machine learning software when fully integrated with a full suite of other search tools is attaining higher levels of recall than ever before. That is one reason Why I Love Predictive Coding.

Mr_EDRI have found that Kroll Ontrack’s EDR software is ideally suited for these Hybrid, Multimodal techniques. Try using it on your next large project and see for yourself. The Kroll Ontrack consultant specialists in predictive coding, Jim and Tony, have been trained in this method (and many others). They are well qualified to assist you in every step of the way and their rates are reasonable. With you calling the shots on relevancy, they can do most of the search work for you and still save your client’s money. If the matter is big and important enough, then, if I have a time opening, and it clears my firm’s conflicts, I can also be brought in for a full turn-key operation. Whether you want to include extra time for training your best experts is your option, but our preference.

Team_TREC_2

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Embrace e-Discovery Team Education to Escape Information Overload

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