Define an Advanced Search

In Enterprise Review, Advanced Search allows you to easily construct complex search expressions or specialized searches and display results in the Results tab. Searches can also be saved for later use or for specific tasks. For example, batches must be based on a saved search.

On the Advanced Search tab, under Search Criteria, areas can be expanded as required to define the search and/or search options. These areas are described in the following sections. The Advanced Search tab with the Field Search area expanded and the other areas collapsed is shown as follows:

To go to the new Visual Search dashboard, click Check out our new Visual Search in the top right of the screen.

About Search Types and Search Options

Timeline Searches

The Timeline (also located on the Visual Search dashboard - see Define a Visual Search) allows you select date criteria for the search. This includes limiting search results to a specific date range, which displays on the Timeline. You can select Include Empty & Invalid Dates as well. For more information, see Define a Timeline Search.

Text Searches

Text searches are as the name implies – full text searches for words or phrases in case database fields (and corresponding images, native files, and so on.). For more information, see Define a Text Search.

Field Searches

This area of the Advanced Search tab allows you to create any of the following special searches. See Default Search Assumptions for descriptions of these searches.

  • Fields within the case

  • Batch

    • Assign to

    • ID

    • Review Status

    • Set

  • Doc Tags

  • Keywords

  • Redaction Categories
  • Review Status

  • Saved Searches

Timeline Searches

ClosedClick here to watch the Timeline video

The following video provides a basic review of the Timeline Search functionality. The purpose of the video is to help you to:

  • Understand default behaviors of the Timeline
  • Learn how to interact with the Timeline to apply date filters

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

Sort Options

This section of the Advanced Search tab allows you to organize (sort) search results based by field content (the columns in the case table). Up to three fields can be defined for sorting.

Random Sampling

This section of the Advanced Search tab allows you to define a search to return a random sampling of documents matching your search criteria. Random sampling provides a representative set of documents from the search results. With random sampling, every document in your search results has an equal chance of participating in the sample; the number of documents in the sample depends on either a fixed value that you define or a statistics calculation based on confidence level and margin of error values that you set.

Change an Advanced Search

Before a Search is Run

Any time before an advanced search is run, revise the search as follows:

  • Analytics or Text Search entries on the Advanced Search tab Search Criteria can be changed.

  • Under Fields Search:

    • Individual search statements can be added or removed by using the or buttons.

    • Value selections for a search statement can be changed, but you cannot change the Search Type once a type has been selected. You must remove the statement(s) and re-create the correct statement(s).

    • To change values, click to expand the search statement. Do not enter details in the Value field.

    • Any connectors can be changed or parentheses can be added.

  • To remove all entries in the Advanced Search tab and start over, click at the top of the page.

  • Random sampling can be added, changed, or removed.

After a Search is Run

To edit a search that has just been run (whether it was saved or not), click on the Advanced Search tab. The search definition will be in the Advanced Search tab. Make changes as described in the previous section.

Modify Saved Searches

See Work with Saved Searches for details about changing searches you have saved.

When finished, click , , or .

For additional information, see Workflow: Review a Case.

Default Search Assumptions

Simple searches – words or phrases with no specific search criteria included – are conducted by using the following default criteria for Advanced Searches.

  • Full text, all fields, all records: All indexed words in all indexed fields (that the user has rights to view) of all records are examined. If you have any questions about whether a field is indexed, contact your administrator. All fields (indexed and non-indexed) are searchable through a field-specific search in Advanced Search.

  • All words: For a plain search (with no operators), all search words must exist in the database record, but not necessarily in the same field or in the same order.

  • Search order: When multiple words or statements comprise a search expression, the search is conducted from left to right, top to bottom (similar to the way a mathematical equation is treated).

Examples

  1. annual and profit and deficit

  2. This simple search will find all records containing all three words (annual AND profit AND deficit) in any indexed case field.

  3. (annual or profit) and deficit

    This search phrase will find all records containing annual OR profit (in any indexed case field) and then reduce that set to those documents containing the word deficit (in any indexed case field).

Case Sensitivity

In Enterprise Review, searches are not case sensitive. For example, the same results occur whether you search for smith, SMITH, or Smith. Likewise, all search criteria and operators, as explained in the following paragraphs, are case insensitive.

Special Characters

Punctuation marks (other than characters defined for specific uses, such as an asterisk) in a search statement are treated as spaces. For example, a search for A208(d)(5)(iv) would become A208 d 5 iv (four words). When punctuation marks are included in a search statement, highlighting may not be consistent between the Image and Text tabs.

When entering such search terms, entering spaces in place of the punctuation may be easier and provide more consistent highlighting of results. In some cases, enclosing the term in quotation marks (for a specific search) may also help ensure the needed results are found and highlighted.

Concatenated Fields

If your case includes concatenated fields (created when multiple fields are imported into a single field in Enterprise Review) and a delimiter is used in the concatenated field, the delimiter will be ignored during searches.

Search Types

The following table lists the search types available in Enterprise Review, which can be performed by using the Advanced Search.

Field

Description

Batch-related searches

  • Batch Assigned To: Search for batches assigned to a specific user(s).

  • Batch Id: Search for documents within specific batches by their ID number.

  • Batch Review Status: Search for documents in batches with a specific status.

  • Batch Set: Search for documents in a specific batch (review) set.

Saved Searches

Combine this with another search to refine the results of a saved public search. Must have permission to view saved searches.

Review Status

For a particular review pass of a particular case, search for documents that are tagged as Reviewed, Not Reviewed, or On Hold.

Redaction Categories

Search for documents that contain a specified redaction(s). For information about redactions, see Set up Redaction Categories .

Document Tags

Search for documents that have been marked with a specific document tag.

Tip: To find documents tagged in a certain way from the Document (or Page) Tags tab, right-click the tag or tag group title of interest and select Search > Search for all tagged documents (or untagged documents). For more information about using tags.,see Managing Tags.

Field-specific searches

Search for documents with specified content in a selected field.

Timeline Search

Search for documents within a certain date range; the Timeline displays the selected date range. For details about the Timeline, see Define a Timeline Search

The Timeline itself or an Advanced Search can be used to find documents within a certain date range.

Full Text

The simplest type of search. Full-text searches look for words or phrases in one or more indexed fields of Enterprise Review. This includes indexed database fields and extracted text as described at the beginning of this topic.

Different search types can easily be combined through Advanced Search. With some limitations, search types are combined in expressions using Boolean operators AND, OR, and NOT.

Other Search Options

By default, a search in Enterprise Review returns a list of all documents matching your search criteria. Options for limiting search results exist for advanced searches (such as through random sampling), as explained in About Search Types and Search Options.

Where Search Results Appear

The following paragraphs introduce search results. More details are presented in View Search Results .

Results Tab

Search results are based on the entire case. (That is, they are not limited to a batch if a batch is open. To limit a search to a specific batch, use an advanced search based on the batch of interest.)

Document Viewer

Search “hits” are highlighted in the following tabs within the Document Viewer if the search term exists in the image, native, and/or extracted text file, not if the term exists only within a field(s).

  • Web Viewer: Hits are highlighted if a native file associated with the selected record exists and contains the search term.

  • Text: Hits are highlighted if text (OCR) associated with the selected record exists and contains the search term.

The following example shows an excerpt of search results (highlighted in yellow) in the Text tab.

 

Related pages:

Define a Text Search

Define a Field-Specific Search

Define a Timeline Search

Define a Visual Search

Define a Concept Search

Work with Quick Searches

About Relationships

Workflow: Review a Case