Kludges often can save time and effort, especially when they are simple and straightforward. In this case, what is desired is to isolate a subset of documents in a database by certain characteristics, then to compare a specific document to the others using, e.g., See Also, to look for similarities.
The reason I suggested this one is that it takes less time and effort than opening individual group and document Info panels and checking the options to exclude from Classification and from See Also–at least in my own databases. First, I’d have to decide which ones to exclude, among hundreds of groups and tens of thousands of documents. And afterwards, I’d have to remember which groups and documents had been altered that way, and revert them to their original settings.
Would it be possible to automate that process, perhaps involving something like Hazel? If so the procedure would have to be run twice, once to check the exclude options and a second time to uncheck them. I’ll ignore for the sake of argument that some of the groups included in this procedure might already be excluded for other reasons, and it would get more involved to leave them unaltered.
If a subset of groups or documents in a database can be quickly selected for copying to a new database, the kludge may be more efficient, and removes potentials for lingering effects on the original database contents. It depends on the characteristics of the database and on the question to be resolved.
Suppose I forget about groups, and create a search to filter for patents that might be similar to a patent I’m looking at. Run the search, copy the results to a new database, import into that database the patent document I’m evaluating, select it and run See Also. I look at the See Also suggestions. Depending on the issues involved, I might spend minutes or hours on comparisons and making notes.
If I find a See Also suggestion that’s pretty similar, that tips me off that I would file the new document in the same group in the original database, at least as a replicate to that location.
How long does that take to set up this kludge? Well under 5 minutes if I’m familiar with that literature and my database.