Updating Assesment

Updating Assessment as Issues Evolve

Cases evolve. Frequently, the issues thought to be important at the outset are different from those that are found to be important later. Review is only effective if reviewers have some sense of what to look for. If an issue is not identified as important to the case until well after review has completed, then important documents and messages may have been missed.

It is rarely practical in this common situation to go back and re-review all the materials from the standpoint of the new issues. Instead, analysis techniques can be relied upon. The same techniques used in initial case assessment can be applied again against the entire collection, now with much more knowledge, to fully explore the new issue(s). This can quickly identify any new materials, people, topics, vocabulary, or time frames that can help in the case.

In general, analysis is an iterative activity that can be performed throughout a case to ensure, in a quick and cost-effective manner, that all helpful items have been identified and used appropriately.

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Techniques and Tools

Pitfalls to Avoid

At the Onset: IT Analysis

Initial Case Assessment

Focusing Collection

Focusing Interviews

Focusing Review

Enhancing Review

Updating Assessment as Issues Evolve