Adding and Editing Rules

Add or edit a vetting rule at the Inclusionary Rule or Exclusionary Rule page. Vetting rules are associated with a rule group, and they determine which documents will be included and which will be excluded from the collection.

Important: When you add or edit a vetting rule, bulk vetting (not incremental vetting) must run for the changes to take effect.

To access the Inclusionary Rule or Exclusionary Rule page,

• click Add Rule at the Vetting Rules page to add a rule; or
• click the name of a rule at the Vetting Rules page to edit a rule.

Adding or Editing a Vetting Rule

To add or edit a vetting rule,

1. Select the rule type you want:

• Vetting Toolkit Rule: Select this option if you want to create a new rule that is not already a saved search in your DMS.
• Saved Search: Select this option if you want to use a saved search in your DMS as a rule.

2. Type a name for the rule in the Rule Name text box.
3. Type a description of the rule in the Rule Notes text box for your reference.
4. If you are using a DMS saved search as a rule in the vetting toolkit, type the name of the saved search in the Saved Search Name text box. If the saved search resides in a remote library, preface the name of the saved search with the remote library name and a colon (i.e., RemoteLibrary:SavedSearch).
5. Under Libraries, move from the Available Libraries box to the Selected Libraries box the DMS databases that you want your field criteria or saved search to run against. The DMS databases for which you've created a database connection on the Setup tab are listed. Move a database by clicking it and then clicking an arrow.

To see how many documents (based on database) that are retrieved by your rule, click Get Doc Count. As you modify the rule, you can click this option again to get updated results.

6. If you are creating a new vetting toolkit rule (not using a saved search), enter the field criteria you want. The fields, look-up functions, and search controls available to you are dependent on the fields you defined at the Administer Fields page (see Administering Fields).

To enter multiple values within a field, separate the values with a comma. If available, you can also click Lookup, select the check boxes next to the values you want, and click Add.

Field types are searched as follows:

Field Type	Search Method
Text	Contains, equals, starts with, or ends with the text you type, depending on the search type you selected when you added the field (see Administering Fields). You can use the following connectors: && a double ampersand is an AND operator, where the document must contain both terms , a comma is an OR operator, where the document must contain either term or both terms " " quotation marks that surround text designate an exact phrase, where the document must contain the terms in the same order as in the quotation marks Notes: Wildcard characters are not allowed. Values are case-insensitive. Spaces are considered literally.
Date	Exactly matches the date you type. Enter dates in MM/DD/YYYY format.
Numeric	Exactly matches the number(s) or is within the range you type; the following value types are allowed:    single number (1)    multiple numbers (1,3,5,7)    range of numbers (1-7)    combination (1,3,5-7)

For more information about vetting rules, see a Vetting Rules Example.

7. To test the rule, click Test Rule. For details, see Testing Rules.
8. To print the rule, click Print.
9. To save the rule, click Save.

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Copying a Vetting Rule

To copy a vetting rule to one or more rule groups (within the same DMS type), complete these steps:

1. Click Copy To at the Inclusionary Rule or Exclusionary Rule page. The Vetting Rule Save As dialog box is displayed.
2. If you want to change the name of the rule when it is copied, type a new name for the rule in the Rule Name text box before continuing.
3. Select the rule groups to which you want to copy the rule.
4. Click Continue.

The rule is copied to all the rule groups you selected and is automatically set to active.

Note: Inclusionary rules are not copied to the rule group that is set as global exclusionary.

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