Concept Management

Answer

Within IBM® StoredIQ Platform, you can use the concept-management feature to relate business ideas to indexed data.

When you are using IBM StoredIQ Administrator, you use infosets, run actions, generate reports, and more generally, interact with IBM StoredIQ Platforms as a whole. These technical aspects of using IBM StoredIQ Administrator are designed for more technical users. Concepts are designed for the business user and provide a user experience of creating a filter that finds documents that are owned by a particular user name, for example. This use of the product is oriented towards solving business problems. Using the product typically requires the user to translate business concepts like identity, department, vendor, and project into the various technical concepts of the product, such as filters and infosets.

A concept defines and represents an identity, custodian, vendor, and project that can be related to indexed data in a meaningful way. It is a set of attributes that describe and distinguish individual concept members. For example, an employee concept might define the attribute's user name, given name, surname, and email address.

Concept members are the granular building blocks of a concept. When concept members are defined, they can be gathered into groups for aggregate use.

The Identity concept is created as a predefined, preconfigured concept available within IBM StoredIQ eDiscovery.

The List of Concepts screen is simple, depicting concepts, identities, and aspects. From here, you can search for, delete, edit, and add identities.

Adding a member to a concept

Members can be added to existing concepts.

Procedure

1. Click Concepts.
2. From the list, select the type of concept you would like to add, and then click Create Member. The Identity concept was created as a predefined, preconfigured aspect. The Add Identity dialog box appears.
3. In the Add Identity dialog box, complete these fields.

a. In the First Name text box, enter the identity's given name.
b. In the Last Name text box, enter the identity's surname.
c. In the E-mail Address text box, enter the identity's email address.
d. In the Company text box, enter the name of the company that is associated with this identity.
e. In the Department text box, enter the name of the identity's department.
f. In the Owner ID text box, enter the identity's owner ID.

4. Click Cancel to cancel adding an identity and return to the List of Concepts screen, or click Save to save the added member and return to the List of Concepts page.

Searching for a concept

When you have multiple concepts available to choose, you can search for a specific concept instead of using the slider to move through available options.

Procedure

1. In the Enter key terms... text box, enter the name of the concept for which you want to search, and then press Search. You can enter either the full concept name or a portion of it. To remove the search term, click the X to the left of the Enter key terms.... text box. Concepts that match the entered search term are returned.
2. Edit or delete the concept as needed.

Editing a member of a concept

Existing concepts and their members can be modified.

Procedure

1. From the List of Concept page, select the concept that you want to edit, and then click Edit. The Identity concept was created as a predefined, preconfigured aspect. The Edit Identity dialog box appears.
2. Edit the concept member and click OK to save your changes.

Deleting a member of a concept

Existing concept members can be deleted from the list of available concepts.

About this task

Note: If you delete a member of a concept, existing filters that use that concept's members are affected.
Procedure
1. From the List Concepts page, select the concept member that you want to delete, and then click Delete. The Delete Confirmation window appears.
2. Click OK to delete the selected concept member. The member of the concept is removed from the table and is no longer available for use.