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.)

  • 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 on whether a field is indexed, contact your administrator. All fields (indexed and non-indexed) are searchable using 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 fields.

  2. (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

IPRO Eclipse 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 Extracted 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 IPRO Eclipse) 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 IPRO Eclipse, which can be performed using the Advanced Search. Some search types (such as full text searches) can be performed using the main Search bar (quick search).

Field

Description

Analytics-based searches

If IPRO Eclipse Analytics has been implemented at your firm, the following searches are available:

  • Concepts: Search for concepts and relationships within and across case documents.

  • Categories: Search for documents within specific categories.

  • Clusters: Search for documents within specific clusters.

  • Analytics Index: Search for documents matching (or not matching) the criteria of a conceptual search index defined for your case. Contact your administrator for details about the concept search indexes defined for your cases.

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.

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). See "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 IPRO Eclipse. This includes indexed database fields and extracted text as described at the beginning of this page.

IPRO Intelligence

Searches for all documents required for review in order to train IPRO Eclipse Analytics for categorization of documents. This search is used primarily for technology-assisted review (TAR).

Redaction Categories

Search for documents that contain a specified redaction(s). See "Working with Redactions" 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.

Smart Folders

Search for documents included in or excluded from a specific Smart Folder. Combine this search to find needed documents within a Smart Folder, for example, find documents in a Smart Folder that contain certain text.

Note: Searches based on Smart Folders created/saved before IPRO Eclipse 2016.3.0 will be available after you upgrade to 2016.3.0 or later, but will need to be modified, due to Smart Folder changes. See "Working with Smart Folders" for details.

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 "Filter By Date Range" 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 the IPRO Eclipse 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 IPRO Eclipse 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 "Viewing Search Results."

Search Results Tab

Search results replace the contents of the current tab in the case pane (Documents, Batch, etc.) 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).

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

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

  • Extracted 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 Extracted Text tab.