RCA Study Plan

The purpose of this study plan is to provide guidance on how to most efficiently review all information covered on the quiz portion of the RCA exam. Resources created to help you study for the exam, including the RCA Exam Workbook and the Practice Project are not included in this study plan, but should be used concurrently throughout your studies. Documentation to help you review each exam topic is listed below. Completing every item on this list is not indicative of your exam performance.

Overview

Use the following documentation links, on-demand training videos, and tutorials concurrently with the Community RCA study resources.

Week Topic(s) Estimated Content Length
Week 1 Create workspaces and manage instance objects 2 hours
Week 2 Set up and manage security and permissions 2 hours
Week 3 Create and modify workspace objects
Configure applications
3 hours
Week 4 Manage Audits
Demonstrate knowledge of repository workspaces
1 hour
Week 5 Use RSMF Files and the Short Message Viewer
Set up and run imaging
2.5 hours
Week 6 Run mass operations
Run scripts
1 hour
Week 7 Run searches
Create and modify indexes
4 hours
Week 8 Set up and run structured analytics sets 5 hours
Week 9 Use data transfer applications 3 hours
Week 10 Run processing
Use case strategy tools
Use Simple File Upload
2 hours
Week 11 Prepare data post-review
Review and exam preparation
2.5 hours
Week 12 Take the Exam 2 hours

Week 1

Create workspaces and manage instance objects

Estimated length of content: 2 hours

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Video

Creating Users and Groups

8 minutes

This introduction to creating users and groups will walk you through the basic steps of creating a user record and granting users access to your Relativity instance by assigning them to groups.

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Video

Creating Clients, Matters, and Workspaces

7 minutes

This video explains how to create clients, matters, and workspaces.

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Using Workspace Templates

7 minutes

This video covers the benefits of using the workspace templates provided in Relativity and describes the options you have when using templates.

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Video

Getting Relatively Dynamic with Objects

47 minutes

Relativity comes with various types of objects, but creating your own custom objects adds flexibility to your unique workflows. In this webinar we cover the basics of creating custom objects, building them out, and linking them together in Relativity.

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Week 3

Create and modify workspace objects

Estimated length of content: 2 hours

Configure applications

Estimated length of content: 1 hour

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Video

Introduction to Relativity Applications

25 minutes

In this video, we introduce you to Relativity applications and demonstrate common use cases for creating your own as well as downloading applications from the Relativity Community.

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Week 4

Manage audits

Estimated length of content: 30 minutes

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Documentation

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Video

Audit Overview

7 minutes

This overview of Relativity Audit covers navigating the audit interface, viewing audit details, and reverting audits.

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Demonstrate knowledge of repository workspaces

Estimated length of content: 30 minutes


Week 5

Use RSMF Files and the Short Message Viewer

Estimated length of content: 30 minutes

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Video

Relativity Short Message Files

6 minutes

Do you want to analyze all forms of communication and fully understand the people in your matter? In this video, you will learn what Relativity Short Message File is and how it can help you get a better understanding of the people in your review.

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Set up and run imaging

Estimated length of content: 2 hours

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Interactive Tutorial

Creating PDFs

10 minutes

Do you need PDFs of your case documents? This interactive tutorial will show you how to customize and use PDF profiles to create PDFs for either storing in Relativity or downloading.

Watch the Tutorial
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Video

Relativity Imaging Tips and Troubleshooting

61 minutes

The ability to successfully complete an imaging job is often a critical step in your Relativity case workflow. This webinar provides an overview of the Relativity imaging lifecycle, explores some of the key components, and offers some troubleshooting tips for when things don’t go as planned.

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Week 6

Run mass operations

Estimated length of content: 30 minutes

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Documentation

Run scripts

Estimated length of content: 30 minutes

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Documentation


Week 7

Run searches

Estimated length of content: 30 minutes

Create and modify indexes

Estimated length of content: 3.5 hours

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Special Considerations for dtSearch

56 minutes

Tips and tricks for advanced searching. Includes considerations (and some limitations) regarding searching for special characters, accents, case sensitivity, and even emojis!

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Best Practices for dtSearch Builds

62 minutes

In this session we will discuss the best practices for creating and building dtSearch index builds.

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dtSearch Considerations

65 minutes

In this webinar we take a deeper look at the options available in dtSearch and how they can be utilized to drive searching workflows.

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Introduction to dtSearch

15 minutes

In this video we introduce some commonly used dtSearch options. Specifically, we look at how Boolean operators, proximity searching, fuzzy searching, Dictionary search, and wildcard searching refine your searches.

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Week 8

Set up and run structured analytics sets

Estimated length of content: 5 hours

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Documentation

  • Structured analytics
    • Running structured data analytics
    • Analytics profiles
    • Email threading
    • Email thread visualization
    • Inclusive emails
    • Name normalization
    • Communication analysis
    • Textual near duplicate identification
    • Repeated content filters
    • Sampling for repeated content
    • Using regular expressions with structured analytics
    • Review Center
Reference Guides icon

Quick Reference Guides

  • Structured analytics
  • Structured analytics - email threading and TND setup basics
  • Structured analytics - language identification setup basics
  • Structured analytics - name normalization setup basics
  • Name normalization
See the Guides
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Video

Creating an Email Threading View

5 minutes

A properly-configured email threading view helps you get the most out of Relativity's Email Threading feature. This video will show you how to quickly set up this view to aid in your review of email threads.

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Nodes, Branching, and Inclusiveness with Email Thread Visualization

38 minutes

There are many different variables that take place during an email conversation. This webinar takes a look at the email thread visualization structure including nodes, branching, and inclusiveness.

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Email Threading Deep Dive

59 minutes

In this session, we show and discuss best practices of running email threading, including filters, settings, and searches.

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Running an Email Threading Set

7 minutes

This video will give you an overview of what Email Threading is, and how to run an Email Threading set in Relativity.

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Working with Multiple Structured Analytics Sets

53 minutes

Discover standard and non-standard ways to take advantage of multiple structured analytics sets (MSAS) in a Relativity workspace.

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Running a Language Identification Set

4 minutes

This video will give you an overview of what Language Identification is, and how to run a Language Identification set in Relativity.

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Name Normalization Basics

52 minutes

In this session, we walk through the basics of setting up and running name normalization in Relativity. We then see some of the ways the results of the operation can improve your searching and analysis, speed up privilege log creation, and more.

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Communication Analysis

9 minutes

This video shows you how using the Communication Analysis widget helps you visually explore interactions and connections between entities to easily see who’s been talking to whom, how often, when, and what about.

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Video

Running a Textual Near Duplicate Identification Set

6 minutes

This video will give you an overview of what Textual Near Duplicate Detection is, and how to run a Textual Near Duplicate set in Relativity.

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Interactive Tutorial

Getting Started with Review Center

In this interactive tutorial, you'll get an overview of RelativityOne's Review Center, as well as learn how to create and edit review queue templates and assign and managing queues for review. 

Watch the Tutorial

Week 9

Use data transfer applications

Estimated length of content: 4 hours

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Documentation

  • Relativity Integration Points
    • Installing Integration Points
    • Importing through Integration Points
    • Exporting through Integration Points
    • Promoting data between workspaces with Integration Points
  • Creating and running a Restore job
  • Import/Export

    • Installing Import/Export 
    • Importing workflows via Import/Export 
    • Exporting workflows via Import/Export 
    • Reporting jobs failed or completed with errors
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Video

RelativityOne Data Transfer

40 minutes

This webinar is designed for users who are curious about data transfer in RelativityOne. It covers topics like the RelativityOne Staging Explorer and ARM, along with a discussion of migration strategies for moving workspaces from an on-premise environment to RelativityOne.

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Week 10

Run processing

Estimated length of content: 1 hour

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Documentation

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Running a Processing Job

6 minutes

Running a processing job can be as easy as 1-2-3! In this video, we discuss how to process data into Relativity, including creating a processing set, selecting data sources, and discovering and publishing files into Relativity.

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Interactive Tutorial

Choose Your Processing Adventure

15 minutes

Choose from a series of interactive scenarios that challenge you to run a processing job, resolve processing errors, and manipulate processing profile settings to achieve the results you want.

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Use case strategy tools

Estimated length of content: 30 minutes

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Using the Transcripts Application

16 minutes

In this video you will learn how to use the Transcripts application, which gives users the ability to upload, review, annotate, link, and print transcript files without ever leaving your Relativity workspace.

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Use Simple File Upload

Estimated length of content: 30 minutes

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Documentation


Week 11

Prepare data post-review

Estimated length of content: 1.5 hours

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Documentation

  • Production
    • Production overview
    • Production sets
    • Production Data Source
    • Production Placeholders
    • Production console
    • Run a production
    • Production errors
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Interactive Tutorial

Producing Documents

15 minutes

Are you looking to produce a set of documents in Relativity? This tutorial teaches you the basic workflow necessary to meet any production request.

Watch the Tutorial
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Video

Standard Production Workflows in Relativity

49 minutes

Relativity offers flexible options to handle many types of productions. In this session, we walk through workflows for running both simple and complex productions that help ensure you meet your deadlines. We also discuss the Re-produce mass operation in RelativityOne, which allows you to re-produce certain documents without having to run the entire production again.

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Review and Exam Preparation

Estimated length of content: 1 hour

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Sample Questions

RCA Exam Sample Questions

Use the sample questions on the RCA Guide to familiarize yourself with the types of questions that will appear on the exam.

Note: Sample questions are not inclusive of exam content, and should not be used to predict exam performance.


Week 12

Take the Exam

Estimated length of content: 2 hours

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Resources

Technical & Physical Requirements

Ensure you meet the technical and physical requirements for your online exam.

Take the Exam

Click the "Schedule the Exam" button in the Relativity Community.