Cluster Sets

Cluster sets provide logical groupings for documents with similar characteristics. Users with the required Permissions can create and manage Cluster Sets in EDR. Clustering options are selected when documents are added to EDR. For information on enabling clustering, see Adding Documents to EDR.

Steps to Access Cluster Sets

Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.
From the Document Review section, click the Cluster Sets tab, as shown below:
After clicking Cluster Sets, the Cluster Sets options appears under the Filters & Search field, as shown below:

The following fields are available for Cluster Sets. The fields selected will determine the cluster sets displayed in the list below:

Field	Description
Data Source	Data source for EDR documents to include in cluster set, as selected from the drop-down menu
Cluster Set	Cluster set to search. Options are Conceptual and Containment.
Filter Clusters	Cluster term to filter
Normal Clusters Only	Only items containing keywords display
Blank Clusters Only	Only include documents with no clusters, useful to review documents not included in the other clusters
Documents with 100% Similarity	Filter documents with 100% similarity
Representative Documents	Filter representative documents

Use the fields to locate the cluster set you'd like to search. When the selections are entered, select the cluster set from the list. You can scroll through the list of Cluster Sets, and use the Arrows to page through the list, or use the Page Size drop-down menu to select the Number of items to display.
After selecting the Cluster Set, the associated documents appear in the Document List, as highlighted in the image below:
You can now select and work with documents contained within this cluster set.