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Analyze data in a review set in eDiscovery (Premium)

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Tip

eDiscovery (preview) is now available in the new Microsoft Purview portal. To learn more about using the new eDiscovery experience, see Learn about eDiscovery (preview).

When the number of collected documents is large, it can be difficult to review them all. Microsoft Purview eDiscovery (Premium) provides a number of tools to analyze the documents to reduce the volume of documents to be reviewed without any loss in information, and to help you organize the documents in a coherent manner. To learn more about these capabilities, see:

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Run analytics for a review set

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

To analyze data in a review set:

  1. Configure analytics settings for your case. For more information, see Configure search and analytics settings.

  2. Open the review set you want to analyze.

  3. Select Analytics > Run document & email analytics.

    Select Run document & email analytics from the Analytics dropdown list

You can check the progress of analysis on the Jobs tab of the case.

After analysis is completed, you can view the analytics report, run queries within your review set on outputs of the analysis (see Query within your review set, and see related documents of a given document (see Reviewing data in review set.

Using the For Review filter query

After running analytics for the review set, you can use an automatically generated filter query (called For Review) that filters your review to exclude immaterial, duplicate, or non-inclusive items. This leaves you with only the items that are representative, unique, and inclusive in the review set.

To apply the For Review filter query to a review set, select the Saved filter queries dropdown list, and then select [AutoGen] For Review.

Select For Review from the Saved filter queries dropdown list

Here's the syntax for the For Review filter query:

(((FileClass="Email") AND (IsInclusive="true") AND (MarkAsRepresentative="Unique")) OR ((FileClass="Attachment") AND (MarkAsRepresentative="Unique")) OR ((FileClass="Document") AND (MarkAsRepresentative="Unique")) OR ((FileClass="Conversations") AND (MarkAsRepresentative="Unique")))

The following list describes the result of the filter query in terms of what content is displayed after you apply it to the review set.

  • Email. Displays items that are marked as Is Inclusive: true, Inclusive, or InclusiveMinus. An inclusive item is the final message in an email thread. It contains all previous content in the email thread. An inclusive minus it contains one or more attachments associated with the specific message in the email thread. A reviewer can use the inclusive minus value to determine which specific messages in the email thread have associated attachments.
  • Attachments. Filters out duplicate attachments in the same Email Set. Only attachments that are unique in an email thread in the review set are displayed.
  • Documents and other. Filters out duplicate documents. Only documents that are unique in the review set are displayed.
  • Teams conversations. Filters out duplicate conversations. Only Teams (and Viva Engage) conversations that are unique in the review set are displayed.

For more information about inclusive types and document uniqueness, see Email threading in eDiscovery (Premium).

Note

During the public preview of the new case format in eDiscovery (Premium), the For Review filter query did not return Teams or Viva Engage conversations for review sets (in cases that use the large case format) created before November 4, 2021. This issue has been resolved. That means if you reapply the For Review query to a review set in a case that uses the large case format, more items that match the filter query may be displayed because all Teams or Viva Engage conversations are included.

Analytics report

Note

For a limited time, this classic eDiscovery experience is also available in the new Microsoft Purview portal. Enable Compliance portal classic eDiscovery experience in eDiscovery (preview) experience settings to display the classic experience in the new Microsoft Purview portal.

To view the analytics report for a review set:

  1. Open the review set.
  2. Select Analytics > Show reports.

The Analytics report has seven components from the analysis:

  • Target population: The number of email messages, attachments, and loose documents found in the review set.
  • Documents (excluding attachments): The number of loose documents that are pivots, unique near duplicates of a pivot, or an exact duplicate of another document.
  • Emails: The number of email messages that are marked as inclusive, inclusive copy, inclusive minus, or none of the above.
  • Attachments: The number of email attachments that are unique or duplicates of another email attachment in the review set.
  • Number documents by file type: The number of files, identified by file extension.
  • Documents by source: A summary of content by its original data source.
  • Documents aggregated by process: A summary of content by review set processes.