Overview of the Vetting Toolkit

Before you index documents in West km, the West km Vetting Toolkit can help you fine-tune the selection of documents from these document management systems: iManage Work, eDOCS DM, and SharePoint. This process provides a visual method for identifying and tagging documents for inclusion in West km and serves to improve search accuracy and precision within West km.

If you are a vetting editor in West km, you can access the vetting toolkit.

With the vetting toolkit you can identify valuable, reusable documents by

• defining vetting groups that can automatically and periodically run against your source collection.
• defining both inclusionary and exclusionary rules for the vetting group (collection). Inclusionary rules define which documents should be included, and exclusionary rules define which documents should be excluded.
• identifying documents using document profile attributes and using full-text searches (Interwoven only).
• testing the vetting process, using visual feedback to refine and spot-check the collection.

The vetting toolkit creates and maintains document vetting information in the West km database.

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Accessing the Vetting Toolkit

To access the West km Vetting Toolkit, click Setup and then click the Vetting tab. You perform vetting functions using the following pages in the vetting toolkit:

1. Vetting Configuration: Define the fields from your DMS that you want to use in the vetting toolkit. These fields are used to define vetting rules. For details, see Configuring Vetting Fields.
2. Vetting Display: Set how fields are displayed in the vetting toolkit. For details, see Setting the Vetting Display.
3. Manage Vetting Groups: Define groups of vetting rules that result in a document collection. Also set up scheduled times to run the vetting rules for the collection, view the status of the vetting process for each vetting group and DMS database/library, and run vetting rules in a single DMS database/library. For details, see Managing Vetting Groups.
4. Vetting Rules: Add inclusionary and exclusionary rules to a vetting group. These vetting rules determine which documents will be included and which will be excluded from a collection. For details, see Administering Vetting Rules, Adding and Editing Rules, and Testing Rules.
5. View Collection: View the documents included in a collection based on the vetting rules, and mark documents for exclusion, if desired. For details, see Viewing Collections.
6. Excluded Documents: View the documents manually excluded from a collection, and mark documents for inclusion, if desired. For details, see Viewing Excluded Documents.
7. Statistics: Compare the number of vetted documents to the total number of documents in the DMS database. For details, see Viewing Vetting Statistics.

When you have vetted a document collection to your satisfaction, you can index it in West km. When adding a collection from the Indexing Options page, select Vetting Group. For details, see Adding or Editing a Document Collection.

Vetting Tips

• For the vetting toolkit to function, your DMS database connections must be set up correctly at the Database Management page on the Setup tab. In particular, for Hummingbird DM make sure to populate values for DB Server, DB Name, DB User, and DB Password for main and remote libraries.
• Vetting rules will run only within the time window defined for the vetting window on the Indexing Server Setup page on the Setup tab. For details, see Setting Up the Indexing Server.
• For best performance, set up more vetting groups containing fewer documents rather than fewer vetting groups containing more documents.
• To avoid overwriting another's data, it is recommended that only one vetting editor at your organization work in the toolkit at a time.

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