Create or Edit a Comparison

Project Data > Analytics > Comparis ons > New Comparison
Project Data > Analytics > Comparisons > Edit
Project Data-based View or Search > Create Comparison

Requires Comparisons - Add/Edit Permission

You can use two Project Data-based views, such as a Folder and then the results of a Search query, to create a Comparison that enables you to compare the data in the two document sets.

For example, you want to compare two Search Results for the same query, one Search performed a week ago and the second one performed this week, after data was added. You select the original Search Result as Document Set A, then select the follow-on Search Result as Document Set B.

After you create a Comparison for two Document Sets (A and B), you can view the Comparison in the Navigation Tree under Analytics > Comparisons to see which documents are common to both sets, which documents are different in the sets, which documents are in set A but not set B, or which documents are in set B but not set A. See Comparison View for more information.

You can also edit the information for an existing Comparison.

Comparison options include a standard name and description, two Document Sets (A and B), and the options to commit or cancel the operation. These are described in the sections that follow.

Supply a Comparison Name and Optional Description

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – Assign a descriptive name for the Comparison. The name must be unique. It cannot have the same name as a view. The name is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Comparison names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

Note: These character restrictions apply to most tree items, such as Imports, eDiscovery Exports, Tags, Folders, Saved Searches, Workflows, Comparison, Samples, and Synthetic Documents. To support auto-discovery of Custodians based on staging, a Custodian name has fewer restrictions regarding invalid characters.

• Description Provides a helpful description of an item. A description can have up to 255 characters. – An optional and helpful description that helps explain the purpose of the Comparison. You can edit the description when editing the Comparison (for example, from the Comparisons Summary), or when you select the Comparison from the tree and are viewing the Comparison contents.

Select Two Document Sets for the Comparison

A Comparison requires two Documents Sets. Select an available view for Document Set A and a different view for Document Set B.

For either Document Set in the Comparison, you can filter the list of views to use. Filtering works as follows:

Filter (2+ chars)... — You can use the Filter text box at the top right to filter the list of available views for a Comparison, where each Document Set list appears in a tree-like structure. (The icon indicates that filtering is available.) If you have a large number of views available, using the Filter box enables you to pinpoint the items you want to work with based on a quick Filter term search containing two or more characters you enter. You can explicitly apply a filter by typing two or more characters in the text box and clicking Enter (the return key). If you type two or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the list to its original state.

• Document Set A (required) — Select an available view as the first Document Set for the Comparison. You cannot create a new Folder when creating a Comparison. You can edit the selection of Document Set A when editing the Comparison from the Comparisons Summary, or when you view the Comparison, as long as the Document Sets remain unique.
• Hide Empty Views – Hides any views that have no documents (that is, they are empty) from the list of available views.

• Document Set B (required) — Select a different available view as the second Document Set for the Comparison. This document set cannot be the same view selected for Document Set A. You can edit the selection of Document Set B when editing the Comparison from the Comparisons Summary, or when you view the Comparison, as long as the Document Sets remain unique.
• Hide Empty Views – Hides any views that have no documents (that is, they are empty) from the list of available views.

Available views include the following:

• Under Project Data, a selection from one of the following nodes (which are opened by default):
  • Under Custodians, a Custodian view
  • Under MediaIDs, a MediaID view
  • Under Batches, a Batch view
  • Under Folders, a Folder view
  • Under Tags, a Tag view
• Under Searches > Saved Searches, a Saved Search
• Under Searches > Search History, a Search Result view (to see more searches in the list, click 10 more...)
• Under Workflows and a given Workflow, a given Step in the Workflow (which appears with the Step Number, followed by Term Query or Date Range Query and a portion of the query, up to 255 characters)

Although all Project Data nodes are initially shown open, you can use the controls (for example, and ) to open and close them.

Note: Individual items appear with their respective icon and name. They will also reflect their appropriate archive state (if archived, then items appear grayed out). If applicable, they will also show their number of document in parentheses. Hovering over an archived item will temporarily change the appearance of the item to an enabled (unarchived) state.

• Under Searches > Saved Searches, a Saved Search
• Under Searches > Search History, a Search Result view of a Project Data-based view (to see more searches in the list, click 10 more...)
• Under Workflows and a given Workflow, a given Step in the Workflow

Note: If you decide to select a Search Result view for Document Set A or B, be sure to select only results from a Project Data-based view, not results from an Imports or a Data Set view. (Comparisons function with views of Project Data only.)

Perform or Cancel the Operation

• OK – Issues a request to add the Comparison based on the supplied information. The OK button will not become active until you supply all required information, such as the Name. Once you click OK to create the Comparison, you are redirected to the Comparison View.
• Cancel – Cancels the creation or editing of the Comparison.