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.

Types of Search

The following table lists the types of searches 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 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.

  • Image: Hits are highlighted in images if documents have been processed for word coordinates (a standard function of IPRO processing, but not always implemented).

  • Production: Hits are highlighted if found in production documents.

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

  • Metadata: Hits are highlighted if they are contained in metadata field values.

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

 

Related pages:

Define an Advanced Search

Define a Timeline Search

Work with Search Results

Set up Redaction Categories

Managing Tags