Epiq Discover Version 3.9.2 Release Notes (April 2024)

This release contains updates and improvements to Epiq Discover. The following notes highlight new enhancements to Epiq Discover and provide a list of bugs addressed in this release.

Release Highlights

Release 3.9.2 contains the following features, as well as additional enhancements listed in this document. The following sections contain details about these features and enhancements.

  • AI Text Summarization. Epiq Discover's AI Text Summarization feature harnesses the power of AI to provide you with immediate insights that can streamline and assist decision-making. Using AI Text Summarization, you can summarize a document on the fly by specifying the type of information needed, such as key points or a paragraph and the length of the summary. You can also create summaries for selected documents using the Summarize Document Action. This release provides the AI Text Summarization feature in a controlled introduction phase. As such, this feature is only available for US customers at this time.

  • Random sampling. The new Random Sampling feature enables you to gather a random sample of documents in the Document List. You can specify the number of documents to include in the sample or a percentage of the total number of documents in the Document List.

Enhancements in Release 3.9.2

This release contains the following enhancements and updates.

General

Search updates

Expanded support in complex field searches

Provided the ability to run a term that contains proximities, wildcards, or a combination, separated by a logical operator (AND or OR) within field criteria. For example, the following syntax now resolves as expected. (364641)

Examples

From(Bert* OR Meyer*)

Extracted_Text(Ber? AND Mey?rs)

Extracted_Text((Bert W/2 Meyers) OR (Joy W/2 Werner) OR (Historical W/2 Caps))

Extracted_Text(colst* W/2 units) OR Extracted_Text("El Paso" W/10 P?M) OR Extracted_Text(Tania W/3 Trent) OR Extracted_Text(Enpower W/5 Confir*)

Proximity search update

Updated the expansion of the following nested proximity search strings when using Search in Inspect or Review, and Keywords in Analyze>Filter or Keyword Management. Now, when the following examples are expanded, they evaluate as expected.

Examples

formula W/3 (dosage W/5 standard OR guideline) from (dosage W/5 standard) AND (formula W/3 ((dosage AND standard) OR guideline)) to (dosage W/5 standard) AND (formula W/3 (dosage AND standard)) OR (formula W/3 guideline)

formula W/3 (dosage W/5 standard AND guideline) from (dosage W/5 standard) AND (formula W/3 ((dosage AND standard) AND guideline)) to (dosage W/5 standard) AND (formula W/3 (dosage AND standard)) AND (formula W/3 guideline)

Also, the system now supports complex nested proximity searches using multiple parentheses groupings and logical operators, as shown in the following example. (834890)

Example

((Term 1 OR Term 2) AND (Term 3 OR Term 4)) W/6 (Term 5 OR (Term 6 W/9 Term 7) OR Term 8 OR (Term 9 W/11 Term 10))

Jobs Overview page update

Implemented pagination in the Jobs Overview page so that it now only returns 100 jobs per page. Use the pagination tools at the bottom of the page to go to the first, previous, next, or last page. (767934)

Analyze

Privilege Detection update

Now, the Privilege Detector identifies only the emails from a carefully curated global list of law firm domains as Potentially Privileged. (840026)

Inspect/Review

Added the ability to perform random sampling

Using random sampling, you can now generate a sample document set from a specific document population in the Document List. You can use that sample to gain insight into the document population. You can create a sample document set by specifying the number of documents to include in the sample or by providing a percentage of the population.

Once run, the sample appears in the Document List until you clear it. If you want to keep the sample set, tag the documents specifically or move the document sample to a folder. Due to the nature of it being a random sample, you cannot change it using search or the View or Sort by options. (725899)

To generate a sample document set, refer to Generate a sample document set in Inspect.

Document Actions: Premium feature update

Now, in Document Actions, if Transcribe, Translate, or Summarize displays a lock, it is not enabled. To enable these features, which are billable, contact your Epiq Administrator. (839549, 838054)

New AI Text Summarization feature

Epiq Discover's AI Text Summarization feature harnesses the power of AI to provide you with immediate insights that can streamline and assist decision-making. Using AI Text Summarization, you can summarize a document on the fly by specifying the type of information needed, such as key points or a paragraph and the length of the summary

In addition to creating on the fly summaries, as Litigation Support or higher role, you can select a set of documents and then use the Summarize Document Action to summarize them in bulk. Use the bulk summary feature to significantly reduce the time and effort needed to support lengthy documents during Review. For example, a Review Manager could select large documents in a review set and bulk summarize them. This feature can save time and expense by providing Reviewers with summarized information that they can digest, understand, and tag documents with more efficiency.

Documents you summarize must contain an Extracted Text format, created during Epiq Discover’s Processing module. Your System Administrator at Epiq provides access to the AI Text Summarization feature. This release provides the AI Text Summarization feature in a controlled introduction phase. As such, this feature is only available for US customers at this time.

Document bulk deletion update

Now, when bulk deleting documents, if the system fails to delete some of the selected documents, a retry icon is shown for the Deletion job. After retrying a third time, if the document deletion is not successful, the system completes the job with errors. (828952)

Search Builder Performance Update

In previous releases, Search Builder refreshed data each time it was selected within Inspect or Review, which impacted the ability to quickly load and use Search Builder. To increase performance, now Search Builder refreshes data when you select Inspect or Review. While you remain in Inspect or Review, to get the last updates for fields or values, click Refresh Values . For example, if you open Review and then create a folder or a co-worker creates a folder, click Refresh Values to see the new folder in Search Builder. (854254)

Bugs fixed in Release 3.9.2

The following bugs were resolved in this version.

Number 

Title 
674624 Production | Deletion of the production job takes longer than expected for 325k pages
740295 Production | Resolve PDF-related production issue by applying Aspose.PDF solution to every page instead of first page only
817706 Production | Resolve PDF-related production issue by removing code where previous function converted TIFF to PDF using Aspose
829063 Report | Search hit report issue with 'Not in Hosting' document count
829303 Search Builder | Searching Document state for DeNISTed but it shows NIST file
830905 Processing did not complete because metadata in memory was corrupted, fixed to avoid this occurrence
832070 Inspect | Multiple clicks on the next page arrow in the viewer can result in the document number refresh issue
833257 Loading | When Loading is the first job in a project, the Jobs Overview page does not show the Loading job until there is a Collection job in the project
834215 Inspect/Review | Undocked viewer, fields are not populated in document list
836633 Search: Search with family does not return the right number of documents
837002 Production | Resolve PDF production issue that occurred when producing JPGs as searchable PDFs
837113 Project Manager | Unable to send an invite to the user
839247 Production | Not able to delete a cancelled production job
844482 Review | Coding form - custom date field saves one day back at first attempt on a document