Adding and Editing Rules

Vetting rules are associated with a vetting group. Inclusionary rules define which documents should be included in a collection, and exclusionary rules define which documents should be excluded from a collection.

Note: When you add or edit a vetting rule, vetting must run for the changes to take effect.

Adding or Editing a Vetting Rule

To add or edit a vetting rule in a vetting group,

Do one of the following:
- Click Add Rule at the Vetting Rules page to add a rule.
- Click the name of a rule at the Vetting Rules page to edit a rule.
In the Vetting Group Name box, select the vetting group to which you want to add the vetting rule.

Note: When editing a vetting rule, you cannot change its vetting group.
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.

In the Rule Name box, type a name for the rule.
In the Description box, type a description of the rule for your reference.
If you are using a DMS saved search as a rule in the vetting toolkit, in the Saved Search Name box, type the name of the saved search.
Select whether you want to create an inclusionary rule or an exclusionary rule.
In the Libraries section, select the databases/libraries that you want your field criteria or saved search to run against. The databases/libraries for which you've created a data source connection are listed.
To see how many documents that are retrieved by your rule, select the databases/libraries you want to check and click Get doc count. As you modify the rule, you can click this option again to get updated results.
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 Toolkit Configuration page (see Configuring Vetting 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 Save.

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 Configuring Vetting 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.

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

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Copying a Vetting Rule

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

Click Copy next to the rule name in the Vetting Rules table. The Copy Vetting Rule dialog box is displayed.
If you want to change the name of the rule when it is copied, in the Rule Name box, type a new name for the rule.
Select the vetting groups to which you want to copy the rule.
Click Save.

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

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

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