

Cluster visualization renders your cluster data as an interactive map allowing you to see a quick overview of your cluster sets and quickly drill into each cluster set to view subclusters and conceptually-related clusters.
This can assist you with the following actions:
Scenario: Your case team is working on a matter when you receive a large number of documents from some new custodians. A deadline is looming and you need to get these documents reviewed as quickly as possible.
What you can do with cluster visualization:
Scenario: Your team has recently taken on a new matter. Documents have been collected from key custodians, but they have not yet been interviewed. You have read the complaint and have an idea what the case is about, but review has not yet begun, and you are not sure what all is in your data set.
What you can do with cluster visualization:
Scenario: Your team has just inherited a case from another firm. You have also received an opposing production in this matter. In both instances, you want to quickly organize these new, unknown document sets by issue to facilitate your review.
What you can do with cluster visualization:
Scenario: Your first-level review team has just completed its review of a set of documents and your QC team is ready to get started.
What you can do with cluster visualization:
Scenario: Your team has decided to use Assisted Review on a new, large matter. You plan to perform a manual review on all documents, but you are using Assisted Review to prioritize your review, so you can focus on responsive documents first. Following initial witness interviews, your team has identified a handful of responsive documents that are good examples, but you would like to find more like these to use as examples to train the system.
What you can do with cluster visualization:
See these related pages:
Cluster visualization is integrated with the Documents tab, so you can add a cluster visualization widget directly to your Dashboard.
To view multiple cluster sets, you must create different dashboards. There can be only one cluster visualization widget on a dashboard at a time.
To visualize a cluster from the Cluster browser, complete the following steps in your workspace:
The cluster visualization widget displays on your Dashboard and defaults to the first level of clusters that exist under the cluster you selected . If you selected a subcluster, it still defaults to the first level of clusters under the parent cluster that contains your selection.
Note: If you select a new first level cluster from the Cluster browser, the widget refreshes and the title of the widget is updated to reflect your new cluster selection. If you select a new subcluster, the widget refreshes to display the relevant heat mapping. With any change in cluster selection in the Cluster browser, any cluster filters that have been created from selecting clusters are discarded from the search panel.
To add a cluster visualization widget to your Dashboard, complete the following steps in your workspace:
Note: You do not have to be on the Clusters browser to add a cluster visualization. You can create a cluster visualization from the Folders and Field Tree browsers as well.
The Cluster Visualization Settings pop-up appears.
The cluster visualization widget displays on your Dashboard and defaults to the first level of clusters that exist under the cluster you selected .
You can change the existing cluster set that you are visualizing in one of the following ways:
Note: To view multiple cluster set visualizations, you must create a different dashboard for each one. There can be only one cluster visualization widget on a Dashboard at one time.
You can click and pan on cluster visualizations to move around the cluster, dial or circle pack visualization at any level of depth using any of the following cluster visualizations:
All types of visualizations display a legend that is used for heat mapping. See Understanding the Cluster Visualization heat map for more information on how to use this legend.
Additionally, when you are navigating outside the Cluster browser (for example, you click on a specific Folder or field tree item), the document list contains documents that are not necessarily in the cluster set you selected. A Document Breakdown pie chart is present for both types of visualizations. This chart provides a visual breakdown of documents in the document list below (percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set). See Using the Document Breakdown chart.
The circle pack visualization arranges clusters in a circular pattern by order of the number of documents in each cluster, with the largest cluster representing the one that contains the greatest number of documents. To access the circle pack, click on the hamburger icon in the top-right corner of the widget. Next, click Circle Pack.
Perform any of the following actions on the circle pack visualization:
Note: Right-clicking outside a cluster reveals only the Select All and Clear Selection actions.
Cluster Visualization defaults to the dial visualization when you click Visualize Cluster on the cluster browser.
Dial visualization is a different representation of the circle pack. The visualization arranges documents in a circular pattern, with clusters containing the greatest number of documents on the inside. The dial's inner ring, or primary cluster, is equivalent to the top cluster in the cluster browser. The secondary, tertiary, and quaternary rings are child clusters of the primary cluster. Each segment shows up to 10 terms.
Perform any of the following actions on the dial visualization:
Note: Right-clicking outside the dial reveals only the Select All and Clear Selection actions.
The nearby clusters visualization reveals clusters conceptually similar to a selected cluster. To open the nearby clusters visualization, right-click a cluster and click View Nearby Clusters.
The nearby clusters visualization arranges clusters based on conceptual similarity to a selected cluster. The cluster you selected is positioned in the center with other clusters positioned according to the degree of similarity. The higher the similarity, the closer a cluster is positioned to the center. The lower the similarity, the farther the cluster is positioned from the center.
Perform any of the following actions on the nearby clusters visualization:
Hover over a cluster - hover over a cluster to view the following details:
Right-click - right-click on a cluster or anywhere inside of the nearby clusters visualization image to perform one of the following actions:
Control+Left-click - Control+left-click to select one or more clusters on the nearby clusters visualization to apply as a filter. See Applying filters to visualized clusters.
The Document Breakdown pie chart provides a visual breakdown of documents in the document list below (percentage of listed documents that are found in the visualized cluster set and percentage of listed documents that are not in the visualized cluster set).
You can click on the Document Breakdown pie chart to filter the Document List on your selection (e.g., you may want to drill in and only view the list of documents that are included in the cluster set). The pie chart will display 100% after clicking on a pie section. Additionally, a filter condition is set in the
To collapse the Document Breakdown chart, click the icon. To expand the Document Breakdown chart, click the
icon.
Note: The Document Breakdown is most helpful when you are navigating outside the Cluster browser on the Documents tab (e.g., folder or field browsers) and viewing documents that are not necessarily within the cluster being visualized in the dashboard widget.
Use the search panel on the Documents tab to apply filters to your data set based on field values, saved searches, and selections made on the circle pack, dial and nearby clusters visualization panels. The filters you apply determine what documents are listed in the document list below the visualization panels and automatically apply a heat map to the circle pack, dial and nearby clusters visualization panels. See Understanding the Cluster Visualization heat map for more information regarding heat mapping.
Applying filters helps improve your review workflow and complete tasks such as the following:
You can apply and manage filters for your visualized cluster data using the following methods:
Note: When you are navigating outside the Clusters browser (e.g., Folders or Field Tree browsers), you can also click on the sections in the Document Breakdown pie chart to filter the document list by documents that are in the visualized cluster set or documents that are not in the visualized cluster set. The corresponding filter condition is automatically added to the search panel to let you know that the document list has been filtered.
You can select one, multiple, or all clusters on the circle pack visualization panel using the right-click menu or by Control+left-clicking one or more clusters to be applied as filters against your data set. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.
To apply filters from the circle pack visualization panel, complete the following steps:
Note: Right-clicking anywhere inside the circle pack visualization also reveals the select all action.
In addition to using the right-click menu, you can also select one or more clusters by Control+left-clicking the clusters you want to select.
The circle pack visualization panel indicates selected clusters with a solid blue outline and clusters not selected with a cross hatch pattern. A dashed outline indicates a parent cluster containing both selected and unselected clusters.
After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.
You can select one, multiple, or all clusters on the dial visualization panel using the right-click menu or by Control+left-clicking one or more clusters to be applied as filters against your data set. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.
To apply filters from the dial visualization panel, complete the following steps:
Note: Right-clicking anywhere inside the dial visualization also reveals the select all action
In addition to using the right-click menu, you can also select one or more clusters by Control+left-clicking the clusters you want to select.
The dial visualization panel indicates selected clusters with their original color, while clusters not selected are grayed out. Child clusters are also selected if their parent cluster is clicked.
After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.
In addition to using the right-click menu, you can also select one or more clusters by Control+left-clicking the clusters you want to select. When you apply a filter based on a cluster selection, the document list refreshes and shows only the documents contained in the cluster(s) you selected, and the filter panel lists your new cluster filter.
To apply filters from the nearby clusters visualization panel, complete the following steps:
Note: Right-clicking anywhere inside of the nearby clusters visualization also reveals the select all action.
In addition to using the right-click menu, you can also select one or more clusters by Control+left-clicking the clusters you want to select.The nearby clusters visualization panel indicates selected clusters with a solid blue outline and clusters not selected with a cross hatch pattern. A dashed outline indicates a parent cluster containing both selected and unselected clusters.
After you apply a filter based on selected clusters, you can edit the cluster filter by clicking the filter card on the search panel. See Editing cluster filters.
After you apply a filter based on selected clusters, you can edit it like any other filter by clicking on the filter card to open the configuration dialog.
To add one or more specific clusters to a filter, select the cluster(s) and click . To add all clusters on the Available list, click
.
To remove one or more specific clusters from a filter, select the cluster(s) and click . To remove all clusters from the Selected list, click
.
Use the search panel to apply filters to your visualized data set based on saved searches, fields, and field values that exist in your workspace. You can apply these filters to all clusters or just selected clusters.
When you apply a saved search or field filter, a heat map is applied to the visualization panels, and the document list refreshes and shows only the documents that match your filter criteria. If you change the filter conditions on the search panel, the heat mapping is updated accordingly. See Understanding the Cluster Visualization heat map for more information regarding heat mapping. The conditions for the filter or saved search are added as an explicit AND statement under the selected cluster filter card if specific clusters are selected. See
Use the Views drop-down menu on the Documents tab to select and apply views with conditions to your cluster data. Selecting a view applies the conditions of the view to the heat mapping of the visualization panels and updates the list of documents and columns visible in the document list. You can also include relational items (e.g., Family). Adding in relational items doesn't change the cluster visualization heat mapping, but it does include family or relational items in your document list for any filter conditions you selected.
Heat mapping from a selected view works in the same way as applied filter conditions on the search panel. See Understanding the Cluster Visualization heat map for more information regarding heat mapping.
To make it clear when a visualization is not showing all documents, multicolored cluster visualizations turn blue whenever a filter is applied. The following less-common situations can also cause the clusters to turn blue:
Deleting documents in the set
Switching to a document view that filters out documents
Changing conditions on the document view being used
Updating coding values or other metadata that affect which documents are included in the set
Changing user permissions so that the current user cannot see all documents in the set
Most of the time, removing all filters from a visualization will return it to its normal state. If that doesn't work, we recommend checking that the document views, view conditions, and user permissions are set correctly, then rebuilding and re-visualizing the cluster.
Applying filters or a view automatically applies heat map shading to your cluster visualization. Heat mapping helps you identify clusters that contain the highest concentration of documents matching your filter or view criteria.
Use the legend on the visualization panel to gauge which clusters have the greatest percentage of matching documents. In addition, you can also use the highlight matches feature. See Highlighting matches (circle pack).
Use the legend on the visualization panel to gauge which clusters have the greatest percentage of matching documents. The legend values change color when the cursor hovers over different clusters. When the cursor is not hovering over a cluster, the legend values are grayed out.
When setting filter conditions in cluster visualization that match a relatively small number of important documents (e.g., hot documents), the cluster heat mapping displays a very light shade of blue to indicate a low matching percentage within the cluster. Check the Highlight Matches checkbox in the heat map legend to easily identify which clusters contain matching documents no matter how small the matching percentage. Matching clusters are highlighted in orange.
The document list contains documents and columns based on a combination of the following:
You can create sample data sets and then save the results as a list by clicking the Sampling icon . These samples take into account all the following user selections:
When sampling is applied, the cluster visualization and heat mapping is updated automatically to reflect the selected sample. For more information on how to run samples of your data,
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