Saved Searches

IN THIS ARTICLE:

This article discusses creating saved searches and how to optimize them for Lighthouse Analytics (formerly Matter Analytics) set runs. An analytics run is based on the reduced scope of documents of a saved search, so you’ll need at least one saved search before setting up an algorithm to run your analytics set over.

If you are in a newly installed workspace, you’ll see a blank screen with an error message indicating there are no saved searches. Click Create a new saved search and follow Relativity's documentation for creating a saved search. If sets already exist, you can click one to look at the details. If no sets exist, create a new one by clicking the CREATE NEW SET button on the top right of the Sets list page.

Here are some strategies for creating saved searches:

• Include Relevant Documents: If you want to thread or analyze a document, it must be part of your saved search.
• Include Families: Families should be included in saved searches to ensure complete results.
• Exclude Non-Relevant Document Types: Some document types, such as custodians, file locations, etc., may not be good candidates for Lighthouse Analytics. Exclude these types of documents from the analysis if this is true.
• Exclude Non-Text Documents: Since Lighthouse Analytics is a text-based analytics engine, documents without text, such as image files, are usually best excluded.
• Automatic Document Size Exclusion: You don't need to manually exclude large or small documents from your saved searches because the Lighthouse Analytics algorithm document size setting will automatically exclude large or small documents from the run.
• Include All Emails: Lighthouse Analytics can identify emails for threading, so there is no need to exclude non-emails from your saved search.

The Sets tab displays the Analytics Sets page, listing all analytic sets created and run over this workspace's saved searches. See the Analytics Sets List article for details.