Associated Documents and Review Batches
When creating review batches, consider the following with regard to associated documents:
When you use batch settings to include associated documents, you are pulling in documents outside of the document set you have isolated for batching, but only ones that exist in the universe related to the review workflow used for batching.
Example
You create a universe of all documents for the year 2001. You add a Bankruptcy issue value as a review workflow for the 2001 universe. Within that universe, you use the Phrases Smart Filter to isolate a specific document set for batching and select the Bankruptcy review workflow for batch creation. During batch creation, you also opt to include threads. If any of the threaded communications took place outside of the 2001 time period, those threads will not be included in the resulting review batches.
If you select more than one associated document type in the batch settings, the associations of the associated documents are also included. This is repeated until all associated documents have been added. This is the most reliable way to get all associated documents grouped in one batch; however, it can cause the resulting data set that gets batched to be much larger than expected.
Example
You opt to add both families and threads to your batches. When the system processes this request, it first expands your document set by family. Next, for all documents, threads are added. Lastly, if any newly added thread documents have families, those are also added.
If you specify the number of batches in the batching configuration, the system distributes the groups to batches as evenly as possible.
If you specify the number of documents per batch in the batching configuration, the system checks the number of documents in a batch before adding the next group of associated documents to the batch. If the number of documents is near the specified number, the system creates a new batch. In most cases, batches with an associated document inclusion contain slightly less or more documents than the specified number of documents per batch. If a group of associated documents is large, it gets its own batch.
Associated document groups of different sizes are distributed as evenly as possible
To determine how large a resulting set will be, you can use the Search panel to add associations before you batch out the documents. This method, however, does not automatically consider associations of associated documents.