Cubes administration

A cube is a summary of documents presented in a spreadsheet format in which data appears in rows and columns. Unlike a two-dimensional spreadsheet, a cube can have multiple levels of columns and rows. The data in each row or column level is more detailed than the row or column level above it.

You can perform the following tasks to administer cubes:

Design and create cubes

Add cube definitions in

Build cube contents and schedule cube updates

Edit cube properties and dimensions

Delete cubes

For information about using cubes for concept analysis, see Assess document sets using cubes.

Cube design

Cube design determines the level of detail available for review. Cubes are based on static data. Rebuilding a cube is the only way to ensure that the cube is updated if the data changes.

To provide optimal search results, consider the following when designing a cube:

The purpose of the cube. For example, you can:

Use a cube to monitor the progress of a document review.

Use a cube to capture the effectiveness of search terms across your population of custodians.

Use a cube to provide a summary view of responsive documents over a period.

Use a cube to report on specific application fields.

The group or groups that need access to the cube. For example:

Include only fields that a group has permission to read.

If more than one group needs access to the same cube design, consider creating the same cube in all applicable user groups and synchronizing the build schedules.

Information to include in the cube and how to display the information. For example:

Include only information that is relevant to the purpose of the cube. For example, to measure the effectiveness of search terms across custodians, include search terms but not issues, which are not relevant.

In the cube layout, the number of data items can help you decide if the data should be displayed as a row, a column, or both.

How often the cube should be scheduled for a build. For example:

Depending on the purpose of the cube and the progress of case analysis, you can keep the original cube or schedule updates on a recurring basis.

View and access cubes

Users assigned to a case can view the list of cubes, but the data they can access depends on their case user category, as follows:

Case administrator: Can access all cubes in a case.

Group leader: Can access all cubes in groups for which they are a group leader.

Group member: Can access all cubes in groups to which they are currently assigned.

To view and access the list of cubes:

On the Case Home page, under Analysis, click Cubes.

For more information about the columns on the Cubes page, see Assess document sets using cubes.

Note: On the Cubes page, administrators and group leaders can see the Group column, which displays the name of the group whose case administrator or group leader created the cube.