Search Syntax

This page contains the following content:

Basic Search Operators

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

operator

syntax

description

And

and

Search for all words and or phrases that are listed

Example: smith and deficit and profit

Results: Records including all three words, in any order and in any indexed field (unless a field-specific search is conducted), will be returned.

Or

or

Search for any of the terms that are listed.

Example: profit or deficit or revenue

Results: Records that include any one of the three words listed will be returned.

Not

and not

or not

not

Search for records that do not include a particular term.

Example:

profit and not deficit

profit or not deficit

not profit

Results: These searches find records that contain a) profit but not deficit, b) instances of profit or none of deficit, c) no instances of profit.

As shown, NOT can start a search request. If NOT is not the first connector in a request, it must be used with either AND or OR as shown in the examples. Use of parentheses helps clarify the search.

Phrases

space or

" "

(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 that include the name genesummer (not gene ray summer). Second example 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 "Special Characters".

Wildcards

*

(asterisk)

An asterisk represents zero or more characters. It can be included anywhere in a search term.

Example: automo* or phi*p

Results: In the first case, results will include records including terms such as automobile and automotive.

In the second case, results will include records including names such as phillip, philip, and philllip, as well as phitap.

 

?

(question mark)

A question mark represents any single character.

Example: su?anne

Results: Results will include records with spellings such as susanne, and suzanne, but not suzzanne.

 

=

(equal sign)

An equal sign represents any single digit.

Example: ABC==2

Results: Results will include all IDs or other instances of ABC followed by three digits and ending in 2, such as ABC1232, but not ABC1A32 or ABC12342.

 

Field-specific Searching

If your administrator has indexed specific fields in your case, those fields can be searched using the main search bar. This is a basic text search limited to a specific field. If you have any question about which fields are indexed, contact your administrator.

For example, author contains (jane smith). This search looks for records in which the Author field includes the entered name.

To learn the fields in your ADD Review database:

Date Fields

Note: If your administrator has configured the case index to automatically recognize dates, see "Searching for dates, email addresses, and/or credit card numbers."

This discussion refers to searching date fields. For DateTime fields, use Advanced Search.

To search for dates using a field-specific search, note:

Search for Dates, Email Address, and/or Credit Card Numbers

Use the following syntax if your administrator has configured the case index to automatically recognize dates, email addresses, and credit card numbers. Check with your administrator if you have questions.

Dates

With automatic date recognition, anything that appears to be a date is found when you search for a date using months (English-language names, including common abbreviations) or numerical formats. Examples of date formats that are recognized include:

  • June 15, 2013

  • 15 Jun 13

  • 2013/06/15

  • 6/15/13

  • 6-15-13

  • The fifteenth of June, two thousand thirteen

The basic syntax is date(date). See the following table for details and examples.

Date Ranges

Do not use open-ended date ranges. To search for all dates before or after a particular date, use a range that includes the minimum and maximum dates to cover the needed range.

Dates can range from the year 1000 to the year 2900.

The basic syntax is date(date1 to date2).

See the following table for details and examples.

Email Addresses

With automatic email address recognition, valid email addresses (such as sales@iprotech.com) will be found when you search for an email address, regardless of the alphabet settings for the “at” (@) and period (.) characters, or any other punctuation that may be present in an email address.

The basic syntax is mail(emailaddress).

See the following table for details and examples.

Credit Card Numbers

With automatic credit-card number recognition, any sequence of numbers following a valid credit card number criteria (as defined by one of the major credit card issuers) will be found when you perform a credit-card search, regardless of the pattern of spaces or punctuation embedded in the number.

Examples of credit card formats include:

Tests used by the credit card issuers for card validity are used to identify valid numbers. These tests are not perfect, however, and some numbers may be found that are not actually credit card numbers.

The basic syntax is creditcard(numbers). See the following Closedtable for details and examples.

search type

syntax

description

Date

date(date)

Find a specific date. This search can be combined with other searches, such as a proximity search or a field search.

Examples:

  • date(jun 05 2013)
  • date(6/15/2013 to 13/31/2013)
  • date(jun 15 2013) w/10 stadium
  • datefield conains date(12-31-2013)

Date range

date(date1 to date2)

Find dates in a specified range (not an open-ended range).

Dates can range from a year 1000 to the year 2900

Examples:

  • date(1/1/2014 to 12/31/2014)

    Find all dates occurring in 2014.

  • date(1-15/10 to 12-31-2900)

    Find all dates on or after January 15, 2010.

  • date(jan 1 1000 to jun 15 2013)

    Find all dates before June 15, 2013.

Email address

mail(email address)

Find email address. Wildcard characters allowed in the email address include:

  • ?(question mark): Find any single character.

  • *(asterisk): Find any number of characters.

Examples:

  • mail(sales@iprotech.com)
  • mail(sa*@iprotech.com)
  • mail(jh?ll@iprotech.com)

Credit card number

creditcard(number)

Find credit card numbers. Wildcard characters ? and * are allowed as described previously.

Examples:

  • creditcard(1234123412341234)
  • creditcard(1234*)

 

Extracted Text Searching

Use the following syntax to limit a search to text in extracted text files (as opposed to fields). Results are highlighted on the Text tab.

syntax

description

//TEXT contains (term)

Search extracted text for the specified term or phrase. For example:

//TEXT contains (limited resources)

//TEXT contains (term1 or term2)

Search extracted text for either of the specified terms or phrases. For example:

//TEXT contains (solar or wind)

//TEXT contains (term1 and term2)

Search extracted text for both of the specified terms or phrases. For example:

//TEXT contains (electricity and gas)

Proximity Searches

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

Note:

Except for first- or last-word proximity searches, full-text proximity searching within ADD Review spans fields and may therefore return additional results under very rare conditions. The SQL platform utilizes dtSearch for full-text searching, which does not limit the proximity search to within one field.

For example, if you search for DAVIS w/5 JONES, and DAVIS exists at the end of Field 1 and JONES exists at the beginning of Field 2 in a particular record, then that record will be included in the search results even though DAVIS and JONES do not exist within the same field. This currently is a limitation of the dtSearch engine. The potential for this scenario is rare; searches will not miss documents but may occasionally return additional results.

Syntax and usage for full-text proximity searches are as listed in the following Closedtable.

Operator

syntax

description

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...

Not within

not w/

Search for words that are no closer than a specified number of words.

Example: profit not w/5 deficit

Results: 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 this year's annual deficit...

  • Will not be included in search results: The deficit and profit will...

This search will return all records where profit does not exist within five words of deficit. Included would be records that do not include the word profit or deficit as well as records in which profit and deficit are separated by more than five words.

Before

pre/

Search for a word that precedes another word by a specified amount.

Example: profit pre/5 deficit

Results: The word profit must occur five or fewer words before the word deficit.

First word proximity

w/# xfirst-word

Search for a word that is near the first word in a field by a specified amount.

Examples: profit w/5 xfirstword

Results: The word profit must occur five or fewer words after the first word of a field.

Last word proximity

w/# xlast-word

Search for a word that is near the last word in a field by a specified amount.

Examples: profit w/5 xlastword

Results: The word profit must occur five or fewer words before the last word of a field.

 

Additional Full-text Search Options

In addition to searching for a literal term in a full-text search, ADD Review includes search options listed in the following Closedtable.

Option

syntax

description

Fuzzy

% (selective)

Search for terms that are a close, but not an exact, match. Useful for searching text fields in which some characters may not have been interpreted correctly by an OCROptical character recognition. In eCapture, OCR text is created during a Processing Job, if possible. Otherwise, extracted text is created. A separate text file is created for each page processed. engine.

Although you should use Advanced Search with the Fuzzy option for most fuzzy searches, you can specify fuzziness selectively using the percent character, %. The number of % characters included determines the number of differences that will be ignored during a search. The position of the % characters determines how many letters at the start of the word have to match exactly. For example:

aut%%mobile

Results: Returns records containing the word automobile and other words beginning with aut with at most two differences between it and automobile.

Fuzzy search results may vary, depending on such factors as the length of the search term and/or position of incorrect characters.

Phonic(Search Function) Finds words that sound like the requested word. Use a # in front of the word to search phonetically.

#

Search for terms that sound similar but are spelled differently. Enter a phonic search by using the number sign, #. For example:

#smith

Results: Returns records containing the name smith as well as smithe and smythe.

Stemming(Search Function) Finds formats of the word such as apply, applies, etc. Use ~ at the end of the word to search for stemming variations.

~

Search for terms and all words beginning with the root form of the word. For example:

operation~

Results: The root of operation would be identified as operat, so results will include operation, operate, and operator.