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Susanne Strong

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By Susanne Strong, Content Developer, IPRO Learning Experience Team 

Have you been wanting to dive into Analytics in OPEN DISCOVERY (fka discovery ][ Enterprise), yet been a little nervous about where to start? There’s no need to fret! Here at IPRO, the Learning Experience Team has covered all the bases! From configuring analytics to analyzing each one in the Relationships Pane to setting up effective searches to glean in on only the ones you want to review – OPEN DISCOVERY has it all.   

Configuration 

The first step is, of course, configuration. Configuration is all about setting up those super important items that will help you when it comes to analyzing your documents. These include: 

  • Create Content Filters - applied to exclude repeated content (such as email disclaimers and signatures) from our Analytics Index. 

  • Create Analytics Index - set up in order to create relationships for analytics searching and similar documents (contextually similar documents).  

  • Near Duplicate Detection – set up in order to find textual near duplicates 

  • Email Threading – set up to find family of emails in an email thread 

  • Create Cluster Sets – created to find concepts within documents  

We’ve taken all the guesswork out of the how, by helping you, help yourself, specifically by providing you with step-by-step guidance in our Configuring Analytics course. 

Analytics Fundamentals 

When it comes to review, understanding the Relationships Pane is key. To help you on your way, here's a quick explanation of the tabs you’ll find once inside: Family documents, Duplicates, Near Duplicates, Email Threading, Document History and Similar Documents. As you can see, some of these were set up under configuration, (explained in lay person’s terms below):  

  • Family documents show how documents are related to one another, specifically, emails and their attachments.   

  • Duplicate documents show documents that are the same in content.  

  • Near Duplicates shows documents that are nearly the same.  

  • Email Thread displays the relationship among a family of emails, grouped in one conversation.  

  • Similar Documents show contextually similar documents. 

If you need a little more help when it comes to using the Relationships Pane, we’ve got just the thing!  An entire course on our learning center, entitled Analytics Fundamentals, outlining each of the tabs and how to leverage the items inside.  

Leveraging Email Threading 

Is Email Threading something you’ve been chomping at the bit to use? Does it make you feel a little intimidated? We’re here to help you breathe a little easier!  We’ve created an entire course all about leveraging Email Threading!  After configuration, it’s all about understanding what Email Threading is truly all about. This includes figuring out how to work with it, getting a handle on the email threading fields and then diving into the Email Thread Panel. From there, we’ll help you create Email Threading Searches so that you too can feel like an expert.   

How is all this possible, you ask?  Well, we’ve created an Understanding Email Threading course that will put you on the path to excellence.   

Conclusion 

I think you’ll find that when it comes to Analytics, we’ve left no stone unturned!   If you’d like to learn more about IPRO’s products or purchase any type of training, head to our online Learning Center: https://learn.ipro.com/   

IPRO’s Help Center, which is where you can find documentation on all IPRO products can also be found here: https://myIPRO.IPROtech.com/help 

 If you have topics you’d like us to cover, please feel free to drop us a line and we will incorporate your ideas into future blog posts.   

Are you interested in being “in the know” and keeping up with the Learning Experience Team? To subscribe to our blog where we publish articles about new Product Features, new content on our Learning Center, Tech Tips, and Workflows, click the “Follow” button in the top right corner of the home page.  

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