Visualizing Your Data
Who might be interested:
Users tasked to work with and understand large sets of documents. Users who are responsible for understanding key terms and characteristics of a database.
What you will learn:
The basics of how to use Document Clustering, Search Term Reports and the Data Visualization tool to understand large populations of data. Using these tools, we can construct complex searches and gain insight into document contents before beginning linear review.
Training Options
Visualizing Your Data is offered once a month on Fridays at 10 AM Pacific (6 PM GMT/BST).
If you would prefer a private training session with a member of Everlaw’s User Education team to train a group of users and discuss a workflow that is specific to your organization, you can schedule a virtual training session at a time of your choosing.
Learn more about Search Term Reports
A Search Term Report (STR) lets you run multiple searches simultaneously against a body of documents. The report will show the total number of documents that are returned by a particular search, as well as the number of documents that are returned only by a particular search and none of the others that you ran concurrently. Read the STR help article.
Training Activities Checklist
After you've watched videos and have a basic understanding of how to use Search Term Reports, practice your skills and try performing the following actions:
Create a new Search Term Report
Define the searchable set
Add some search terms to the report
Turn the search terms into persistent highlights
Click to view documents with hits
Download a copy of your report
Learn more about the Data Visualizer
The Data Visualizer allows you to view the characteristics of your search and drill down to retrieve even more specific documents. Read our Data Visualizer help article.
You can use the Data Visualizer to explore the file structure of documents. Read the Data Visualizer and file path help articles.
Training Activities Checklist
After you've watched videos and have a basic understanding of how to use the Data Visualizer, practice your skills and try performing the following actions:
Open the Data Visualizer and pin some favorite visualizations to your dashboard.
Select a person in the "From" field and add a filter. Check "Recipients" to see who this person communicated with.
Use a date visualization to filter documents to a particularly relevant period of time.
Use the billable size visualization to filter for large documents that may need to be reviewed quickly or culled from your dataset.
Learn more about Clustering
The clustering tool is designed to help you gain insight into your data without any user input or prior knowledge about your data required. Clustering visualizes your documents by grouping similar documents together. The clustering tool can be valuable in a number of different use cases such as ECA, organizing review, and performing quality control. Read the Clustering help article or the Clustering FAQ.
Training Activities Checklist
After you've watched videos and have a basic understanding of how to use the Clustering tool, practice your skills and try performing the following actions:
Access the Clustering page and click on a cluster to view the cluster defining terms
Using the multi-select option, select multiple clusters
Change the data visualization on the right hand panel
Select clusters by a term
Color documents by a coding category
Create a document filter using the search tool within Clustering