Create a Sample

You create samples on the Analysis page, based on the current criteria, or on a selected document set.

Note: If you are manually selecting documents, select at least 50 documents.

  1. On the Analysis page, run a search for those documents from which the sample shall be created.

    You can also use the complete Results list.

  2. From the menu of the right-hand pane, select Review Workflow.
  3. Under the universe name, click Samples.

    The Results list is filtered to show only documents of the respective universe.
  4. Update the settings on the Sample fly-in:
    5. ClosedAll Results within Universe/Selected Results within Universe
    Defines the document population from which the sample is created.
    • All Results within Universe
      The system randomly adds a number of documents to the sample. If no search was run before sample creation, all universe documents are the population.
    • Selected Results within Universe
      The documents selected in the Results list are the population. The system randomly adds a part of the selected documents to the sample.
    ClosedSimple/Advanced
    This defines the mode of sample creation.
    Simple mode lets you configure only the number or percentage of sample documents and automatically calculates the estimation interval. It has a fixed confidence threshold of 95% and supports only one-sided hypothesis test.
    Advanced mode lest you configure all sampling parameters. It supports one-sided and two-sided hypothesis test.
    Closed% of results
    This percentage is randomly selected from the population specified in the All results/Selected results field. The content of the Random results field is automatically adapted.
    ClosedRandom results
    This is the number of documents that shall be included in the sample.
    You can specify this number manually. The content of the % of results field is automatically adapted.
    If you specify other sampling parameters, this number can be changed automatically.
    ClosedEstimation Interval
    The Estimation Interval is automatically filled when you enter the Random results or % of results parameters; it depends on the random results and on the confidence threshold.
    ClosedConfidence Threshold
    Select one of these values:
    • 80
    • 90
    • 95
    • 99
    • 99.9
    ClosedHypothesis Test
    Select whether you want to use the one-sided or the two-sided hypothesis test.
  5. Click Add Sample.

The sample is shown on the Review Workflows page, in the Scope and Samples node of the respective universe.

 

Related:

Sampling Parameters

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