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Full-text Search Options

For full-text searches entered in the Search bar or Search Expression bar, Review includes search options listed in the following tables.

These options also apply in Advanced Search when searching for text (such as full-text, sticky note, or embedded text searches) .

Notes:

To apply an option to a single word, append it to the word with a colon, as in :FL or :ST.
To apply an option to each term in an entire string, add the option to the end of a search string, as in:

smith jones bernard FM

Open the Review Module

On the Dashboard, click the Review module.
Select a Client and Case and click Open.
Use the Search Bar at the top of the application.

Basic Search Operators

Review allows you to combine or restrict full-text search terms using the operators listed in the following table.

NOTE: If you are searching both case records/documents and transcripts, a search conducted with the use of these operators is applied to each type of content independently.

Operator	Syntax	Description
And	Either of the following: and + (plus sign)	Search for all words or phrases that are listed. Words separated with a space are treated as “and.” Examples: smith and deficit and profit smith + deficit + profit Results: These searches find records that include all three words, in any order, and in any field (unless a field-specific search is conducted).
Or	Either of the following: or , (comma)	Search for any of the terms that are listed. Examples: profit or deficit or revenue profit, deficit, revenue Results: These searches find records that include any one of the three words listed.
Not	Either of the following: not ! (exclamation point)	Search for records that do not include a particular term. Examples: profit not deficit profit ! deficit Results: This search finds records that include “profit” but not “deficit.”
Phrases	Either of the following: space “ ” (quotation marks)	To search for a phrase, enter the phrase the way it normally appears. Use quotation marks around a phrase to ensure that connector words are interpreted as part of the phrase. Examples: gene summer “profit and deficit” Results: First example – results include records containing the name gene summer (not gene ray summer). Highlighted terms in the search results will include the search phrase and may also include portions of the search phrase. For example, in addition to gene summer, if the word summer also exists in a document, it may also be highlighted. Second example – results include only those records with the exact phrase. Without quotation marks, an AND search for the terms profit and deficit would be conducted. Notes: Stop words in phrases are not ignored. For example, a search for "proof of ownership" would find documents containing that phrase, including the stop word "of." Regarding phrases that include punctuation, see Overview: Search.
Wildcard	* (asterisk)	An asterisk represents one or more characters. It can be included anywhere in a search term. Examples: automo* or phi*p Results: In the first case, results will include records containing terms such as “automobile” and “automotive.” In the second case, results will include records containing names such as “phillip.”
Wildcard	? (question mark)	A question mark represents a single character. Example: su? Results: Results will include records containing words such as “sun” and “sum."

Basic Keyword Searches

You can limit your full-text search to a specific field by preceding the search term with the field name in square brackets, for example, [author]. This is a type of “key word” search.

To learn the fields in your database:

Study the case table in the Case View tab.
If some fields are not visible in the Case View tab, refer to the list included in the Advanced Search dialog box - it is available when a full-text search is selected.

Except for date fields, a full-text search that is limited to a specific field can include the operators in the following table in addition to those listed in Basic Search Operators. For additional details on field-specific searching, see the sections following this table.

Operator	Syntax	Descriptions
Contains	CO	Search for records that contain a particular term. . Useful for fields containing multiple entries, such as a “TO” field containing several names. Example: [author] co jane smith Results: This search looks for all records in which the Author field includes the names “jane” and “smith.”
Does not contain	NC	Search for records that do not contain a particular term. Example: [author] nc Results: This search looks for records in which the Author field does not contain name “brenner.”

Operator

Syntax

Descriptions

Contains

Search for records that contain a particular term. . Useful for fields containing multiple entries, such as a “TO” field containing several names.

Example: [author] co jane smith

Results: This search looks for all records in which the Author field includes the names “jane” and “smith.”

Does not contain

Search for records that do not contain a particular term.

Example: [author] nc

Results: This search looks for records in which the Author field does not contain name “brenner.”

Special Field Searches

The following search syntax allows you to search for all records in which a particular field is empty or contains any data:

[field] CO *? Find all records in which the specified field contains data.
[field] NC *? Find all records in which the specified field is empty.

Date Fields

A field-specific search entered in the main Search bar or Refine Search field must be used if searching for dates. To search for dates:

Specify the field containing the date(s) of interest, such as [creation date].
Enter dates in the exact format defined for the field. For example, if the date format is YYYYMMDD.
For dates containing slashes, such as 2007/01/01, you may omit the slashes (enter 20070101).
Use the following operators for dates:
- Equal: EQ or = (assumed if no operator is included)
- Not Equal: NE or <>
- Relational Operators
- To find dates using the Advanced Search, use a Key-Word search.

Proximity Searches

Proximity searching applies to full-text searches and involves looking for two words or phrases that:

are located within some number of words from one another (in any order),
are located within some number of words adjacent to one another (one word follows the other), or
are not located within some number of words from one another.

Syntax and usage are as follows:

Operator	Syntax	Descriptions
Within	W/	Search for records in which two terms are within a specific distance of one another, in any order: Example: profit w/5 deficit Results: The search results would include records containing both of the following expressions: “The profit will be offset by the deficit...” “The deficit will not impact the profit...”
Adjacent	A/	Search for records in which two terms are within a specific distance of one another, in the order specified. Example:profit a/5 deficit Results: The search results will include records containing both words, if the word “profit” precedes the word “deficit” by no more than five words. Will be included in search results: “The profit will be offset by the deficit...” “The profit and deficit will...” Will not be included in search results: “The deficit will not impact the profit...” “The profit, which includes revenues from several sources, will be offset by the deficit...”
Not within	N/	Search for words that are no closer than a specified number of words. Example: profit n/5 deficit Results: The search results will include records where “profit” does not exist within five words of “deficit.” Will be included in search results: “The profit will be offset by the annual deficit...” Will not be included in search results: “The deficit and profit will...”

Additional Search Options

Option	Syntax	Description
Fuzzy	One of the following: FL FM FH	Search for terms that are not quite an exact match but are close. Useful for searching text fields in which some characters may not have been interpreted correctly by an OCR engine. Options for Fuzzy searching are: FL (Fuzzy Low): Only a few characters may be incorrect (up to 17.5%). FM (Fuzzy Medium): A moderate number of characters (up to 25%) may be incorrect. FH (Fuzzy High): Up to 37.5% of the characters may be incorrect. Fuzzy search results may vary, depending on such factors as the database type (Ipro or SQL), the length of the search term, and/or the position of incorrect characters. Example: automobile:FH Results: Returns records containing such variations as avtomobilc. Up to 37.5% the characters may be wrong.
Phonetic	PH	Search for terms that sound similar but are spelled differently. Example: smith:ph Results: Results will include records containing the name “smith” as well as “smithe” and “smythe”
Stemming	ST	Search for terms and all words beginning with the root form of the word. Examples: operation:st convertible profitable operation st Results: In the first case, the root of “operation” would be identified as “operat,” so results will include “operation,” “operate,” and “operator.” In the second case, stemming would be applied to all three words - search results will include the search terms as well as words such as “converter,” “profitting,” and “operator.”