Indexing Settings

General Settings

Sync New Docs In Incremental Update

If selected, the incremental update process will also find and index any new documents in the collection that have a date and time prior to when the collection was last indexed.

You may want to select this setting if (1) you change your saved search criteria in your DMS database for a document collection after it was indexed, or (2) you add older documents to a NT file system location that is an indexed document collection.

Start and Stop Worker Service

If selected, the indexing service will start and stop the worker service. If not selected, the worker service must be started manually. This setting is selected by default.

Work In Progress Time Span (days)

Prevents documents that are works in progress from being indexed during bulk indexing or incremental updates. A document is a work in progress if the difference between the last modified date and the date of indexing is less than the number of days in this setting.

Note: If an existing West km document is edited, it is not removed from West km during the work-in-progress period. The original document remains until the edited document is incorporated after the work-in-progress period.

Note: This setting does not apply to document collections in NetDocuments.

For a change to this setting to take effect, an incremental update is required.

The default value is 0.

Update Search Metadata

If clicked, the system immediately updates the database tables that store and query metadata used during a search. (The tables automatically update at the close of the indexing window.)

By default an incremental update is performed, which updates profile data for documents that have changed since the last update. To perform a bulk update, which updates search metadata for all documents, select the Update for All Documents check box before you click Update Search Metadata.

When the update is completed, updated information is displayed for Last Completed Job and Last Job Status. Depending on the size of your document collection, the update may take several minutes to complete.

Update Search Form Data

If clicked, the system immediately updates the database tables that store the options available in drop-down lists and look-up controls on the Fields panel. (The tables automatically update at the close of the indexing window.)

Analysis Indexing

Run Non-Captioned Doc Type Process

If selected, documents that don't have court captions are still processed by the analyzer component and assigned to a document type (e.g., within the Internal Memos category) rather than to "Unassigned."

This setting is selected by default. If you change this setting, note that documents require reindexing through the analyzer component for the change to take effect.

Cite Recognition Indexing

Underline Citations

Underline Citations and Descriptions

Determines the portions of a citation that become hypertext links during West km RID processing. These links are displayed in the HTML rendering of indexed documents and when citation links are inserted in a word-processing document using West BriefTools or the West km Add-In Tool.

• If Underline Citations is selected, a hypertext link for only the numeric portion of the citation is created.
• If Underline Citations and Descriptions is selected, a hypertext link for the title of the citation, as well as the numeric portion of the citation, is created.

For a change to this setting to take effect, an incremental update for cite recognition is required.

Update Firm Citing Ref Doc Counts Now

The km citing references icon is used in your documents to indicate when a citation references other indexed documents at your organization. When there are more than n number of documents (set by the Firm Citing Ref Threshold setting), the icon is displayed.

Citing reference counts are updated daily at the end of the indexing time window. Counts are not immediately updated when an administrator manually deletes a document from West km.

To start updates to the citing reference counts immediately (regardless of the indexing time window), click Update Firm Citing Ref Doc Counts Now.

Full-Text Indexing

Rebuild Index Now

When this button is clicked, full-text indexing is started immediately for all storage collections, regardless of the scheduled time window.

Update Collection XML

When this button is clicked, storage collections are created that are used for the HTML renderings of files, documents, clauses, and defined terms and for the KeySearch Scan feature.

Document Synchronization

Sync Docs Now

When clicked, synchronization processes start immediately. If the document sync window is not open, synchronization starts once the window opens.