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 appears in the Document List, as highlighted in the image below:
You can now select and work with documents contained within this cluster set.