Default Search Assumptions

Simple searches – words or phrases with no specific search criteria included – are conducted using the following default criteria for advanced searches. (At this time, a simple search performed using the Search bar searches extracted text and indexed fields.)

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 fields.

  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 field).

Case Sensitivity

In ADDAutomated Digital Discovery Review, searches are not case sensitive. For example, the same results will 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 ADD 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 ADD Review, which can be performed using the Advanced Search.

Field

Description

Batch-related searches

DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. 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). See the Managing Tags for more information on using tags.

Field-specific searches

Search for documents with specified content in a selected field.

Full Text

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

Redaction Categories

Search for documents that contain a specified redaction(s). See Set up Redaction Categories for information on redactions.

Review Status

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

Saved Searches

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

Timeline Search

Search for documents within a certain date range; the timeline in the corresponding Search Results tab will display the selected date range. See Define a Timeline Search for details on the timeline.

The timeline itself or an advanced search can be used to find documents within a certain date range.

Different search types can easily be combined using 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 ADD Review will return a list of all documents matching your search criteria. Options for limiting search results exist for advanced searches (such as by using random sampling), as explained in About Search Types and 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 Details Pane Tabs

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

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