Stop concepts in the Map

Some concepts on the compass may not be helpful for your current review. For example, days of the week or common words such as thanks may not be useful concepts for grouping documents. If you remove these concepts from the compass, you can often see more meaningful, interesting document clusters.

To remove a concept from the compass, you stop the concept. When you stop a concept, the application no longer uses the concept to cluster documents.

Depending on your permissions, you can stop concepts in the following ways:

Stop concepts in the current map. Stopping concepts in the current map is called stopping concepts locally.

When you stop a concept locally, you do not actually delete it, nor are the documents that contain the concept removed from the Map. Instead, stopped concepts are no longer used to cluster documents in the Map. Stopped concepts affect only the current map, and do not affect other reviewers or new maps that you open later. The application preserves stopped concepts between sessions that you have with the same assignment.

All users can stop concepts locally.

Stop concepts for the entire case. Stopping concepts for the entire case is called stopping concepts globally.

Globally stopped concepts affect only future analysis tasks and do not change documents that the application has already analyzed. The application does not use globally stopped concepts in clustering any documents analyzed in the future.

Administrators and group leaders with permissions can stop concepts globally.

The following table describes how to stop and restore concepts in the Map.

Note: After stopping or restoring a concept, you must cluster the Map again to see an updated Map. In the Map pane, on the Map menu, click Cluster all.

To do this...

Do the following...

Stop concepts in the current map (locally)

Select from the following:

In the Browse pane, in the Concepts section, select the check box next to a concept. Click the gear button in the Concepts section heading, and then click Stop.

In the Map, right-click a concept label, and then click Stop.

An outlined red circle appears in the Browse pane in the Concepts section, in the Stop column.

Stop concepts for the entire case (globally)

If you have permissions, select from the following:

In the Browse pane, in the Concepts section, select the check box next to a concept. Click the gear button in the Concepts section heading, click Stop globally, and then click OK in the confirmation message.

In the Map, right-click a concept label. Click Stop globally, and then click OK in the confirmation message.

Stop concepts globally on the Stop Concepts page in the Analysis section. For information about how to stop concepts in the Analysis section, see Stop concepts.

A solid red circle appears in the Browse pane in the Concepts section, in the Stop column.

Determine if a concept is stopped locally or globally

In the Browse pane, in the Concepts section, hover over a red circle in the Stop column. A tooltip says either Locally stopped or Globally stopped.

Note: You can only view globally stopped concepts in the Browse pane if you recently stopped the concepts. If you refresh your browser, globally stopped concepts are hidden from the Browse pane. For information about how to view a list of all concepts, including globally stopped concepts, see Stop concepts.

Restore a locally stopped concept

In the Browse pane, in the Concepts section heading, click the gear button. Click Restore.

The red circle disappears from the Stop column in the Browse pane.

Manage concepts

If you have permissions, in the Browse pane, in the Concepts section heading, click the gear button. Click Manage.

The Stop Concepts page in the Analysis section opens and you can manage concepts globally. For information about how to manage concepts, see Stop concepts.