View Search Results and Related Documents

Eclipse SE makes it easy to examine and work with the results of multiple searches. Users can pull up all documents in a case or batch that meet the criteria of their search. Furthermore, they can choose to include Family documents that lie outside the parameters of the search, but which bear a relationship with documents that do appear in the search.

Read through the following sections to learn how to:

View Search Results

After executing a search, the results will appear in one of the places listed below. Click on a link, or scroll down to learn more about each of the areas where search results appear. Additionally, you can learn more about search highlight options by reviewing the section below.

Search Highlight Options

You can customize the highlighting colors—text and background colors—for search hits in the Image (when word coordinates are defined for images), Extracted Text, and Quick View tabs (when native files are text-based files, not image files). This is a user preference that applies to all cases or batches you may work on.

To change search-hit highlighting :

  1. Once you have opened the Eclipse SE Desktop work area, click on the Eclipse SE Desktop button in the top-left corner of the page.

  2. Select Settings > Modify Highlight Color.

    The Select Search Term Highlight Color dialog box displays.

  3. To change text color:

    1. Click the corresponding down arrow to expand a menu displaying the various colors you can select.

    2. Click the desired color.

  4. To change background color:

    1. Click the corresponding down arrow to expand a menu displaying the various colors you can select.

    2. Click the desired color.

  5. Evaluate the sample text in the bottom-left corner of the dialog box to ensure it meets your needs.

  6. Click OK.

NOTE: If you have already performed a search, you may need to click a different tab in the document details pane to update the search highlighting color to your new settings.

ClosedSearch Results Tabs

After you perform a search, a Search Results tab in the documents pane lists all documents meeting your search criteria. The number of documents meeting the search criteria, along with the currently selected document in that set, are listed at the top of the tab. The following example shows that 16 documents have been found.

In addition to the search-result number, you can view the record’s image key by selecting the desired identification from the pull-down menu.

NOTE: Your search results may span more than one “page” (document set), depending on the number of results and your grid size setting.

To view a specific record, scroll in the Search Results tab and select it. Or, enter the needed record number or image key in the identification field and press ENTER. If the record exists, the search results will go to that number. If the specified record does not exist, the identification field will populate with an existing record number, which will display in red text.

Multiple searches can be conducted during a working session. The total number of Search Results tabs allowed depends on the number of open tabs. Up to 50 tabs can be open in Eclipse SE Desktop at one time, including the Case View tab, Search Results tabs, and Smart/Private Folder tabs.

ClosedCase Folders Tab

The Case Folders tab includes a list of currently open Search Results tabs and the corresponding search definitions. If several tabs are open, use this list to find a needed tab; double-click the search definition (in red) to make the corresponding tab active.

Search results can be saved in folders in the Saved Searches lists as explained in Work with Saved Searches.

NOTE: Transcript searches are not included in this list. View current transcript search results on the Transcript Viewer (see Where Search Results Appear for more information) and view past transcript searches through search history as described in Use Search History.

ClosedImage Tab

For a selected record in a Search Results tab, you can view search matches in the Image tab if your case includes word coordinates. (Word coordinates allow search hits to be highlighted in the Image tab, and are created during the OCR process.) Contact your administrator if search results are not highlighted on the Image tab and you feel they should be.

NOTE: Sticky notes and embedded text added to images can also be searched. These results are not highlighted. You will need to open sticky notes or read embedded text to view search results in context.

To see all search matches in the Image tab, take any of the following actions:

  • Optional: Customize search highlight colors by reviewing the section on Search Highlight Options above.

  • Scroll through the image and/or navigate from page to page.

  • Change image size.

  • Click the navigation buttons that appear in the Image tab toolbar (first, previous, next, and last search match, respectively), to jump from one search match to the next.

The search-match navigation buttons allow you to navigate through all pages of a document.

TIP: For long documents, using the navigation buttons may be slower than desired. If so, view results in the Quick View or Extracted Text tab, neither of which distinguish individual pages. Also, use those tabs if no highlighting exists on the Image tab.  

Sticky note and embedded text results are on the Image tab but are not highlighted. You will need to open sticky notes to view search results in context.

ClosedExtracted Text and Quick View Tabs

Search matches for a selected document are highlighted in the Extracted Text and Quick View tabs. To view search results on these tabs:

  1. Optional: Customize search highlight colors by reviewing the section on Search Highlight Options above.

  2. After performing a search, click the Extracted Text or Quick View tab.

  3. If you do not want to see keywords while you are working with search results, make sure the Display Highlights option is not selected in the tab toolbar. Highlights will not display until you select this option.

    Note: The Display Highlights option is only available in the Quick View tab. Key words will always appear highlighted in the Extracted Text tab after running a search.

  4. Visually scan the selected tab for highlighted terms.

  5. To navigate from one instance of search hit to the next, select the type of navigation in the Highlight Group list:

    1. Search Phrases: Select this option to navigate from one phrase (or string of words) to the next (for example, debt to ratio income).

    2. Search Terms: Select this option to navigate from one term to the next (either individual search terms or terms within a phrase).

    3. Proximity Hits: Select this option to navigate from one set of terms used in a proximity search to the next (for example, corporate w/5 debt).

      A proximity search will find all instances of the terms used in the proximity statement, but selecting Proximity Hits allows you to exclusively navigate between the instances where the proximity relationship exists.

      NOTE: The Proximity Hits option is not available for spreadsheets in the Quick View tab - results will include all instances of the two terms used in the proximity search.

  6. If your search included multiple phrases, terms, or proximity statements, select the item of interest in the Hits list.

  7. Navigate through all instances of the selected hit using the navigation buttons as shown here.

NOTE: Navigation buttons work when multiple hits exist and some are not visible in the current tab. If only one hit exists or all hits are visible, then the buttons are inactive.

ClosedRecord View

Search results are highlighted in fields in Record View. Open Record View by selecting the check box marked Record View above the Search Results tabs.

To see all search matches:

  • Scroll in Record View to see all fields.

  • Expand large-text fields and scroll within such fields to find all results.

  • Show hidden fields if they might include the search term.

ClosedTranscript Search Tab

To pull up transcript search results, click on the Transcript Search tab in the Documents pane.

All transcripts that contain the search expression will appear below it. Expand the transcripts, and the folders inside them, by clicking the plus icon beside each transcript or folder you would like to open.

Expand the folders to view the search words that appear in the transcript, as well as their page:line references within the document. Click on the various page:line references to jump to the exact place in the transcript where each instance of the term appears.

View Documents Related to Search Results

About Document Relationships

Document relationships may be defined in the cases you are working with. The Relationships tab, in the bottom left corner of the Eclipse SE Desktop work area, shows the parent-child relationship of documents associated with a selected record. Ask your administrator if you have any questions about related documents in your cases.  

Eclipse SE includes a search feature for related documents as described in the following paragraphs. This procedure can be performed for cases (not in batches).

Procedure

If you perform a search in a case that includes related documents, the search results may include documents that are related to documents that do not meet the search criteria. You can create a “family search,” that is, a Search Results tab containing the initial search results and related documents, as follows:  

  1. Create a family search in one of two ways.
    • From a Search Results tab. (See step 2.)
    • From the Advanced Search dialog box. (Skip to Step 3.)

  2. To bring in family documents from a Search Results tab, begin by performing a needed search. In the resulting Search Results tab that opens, right-click in any of the fields and select Bring in Family Documents.

    A new Search Results tab opens, containing the original search results and related documents as defined.

  3. To bring in family documents from the Advanced Search dialog box, begin by clicking Advanced on the main search bar.

    The Advanced Search dialog box displays.

  4. Define a new search, load a saved search, or use a search from the search history tab to populate the Query Builder field. (For guidance, see Use Advanced Search, Change an Advanced Search, or Use Search History for instructions on each procedure, respectively.)
  5. Once your search has been defined and the Query Builder populated, select the Include Entire Family option at the bottom of the dialog box. To keep related documents together after sorting, select Keep Family together when Sorting.

Perform Other Search-Result Activities

In addition to viewing search results, you can work with the documents associated with the records appearing in a Search Results tab as you would the Case View tab. You can make redactions or apply tags, use the results to create a Private Folder, or perform any of the procedures explained in this online Help.

Also, a special tagging feature exists for search results—you can apply a document tag to all records listed in a Search Results tab at once, as explained in Tag Search Results in Private Folders, Smart Folders and/or Documents.

Finally, you can save search results to a comma-delimited text file as explained below, in Export Search Data.

View the instructions below for more information on document-related procedures you can perform while working with search results.

Export Search Data

For details on exporting search results (field data for the records comprising the search results) to a .CSV, .DAT, .DLF, or .LFP file, see Export Case Data. Make sure the needed Search Results tab is the active tab when you perform the referenced procedure.

Print search results

To print one or more document images (including mark-ups if desired) from search results, see Print and Email Documents or Document Pages on the Image Tab.

Make sure the needed Search Results tab is the active tab when you perform the referenced procedure.

Create a Context Search Report

To generate a Context Search Report that provides a summary of search results (including search result hit highlights), see Generate a Context Search Report.

 

Related Topics

Search and Keyword Highlighting

Overview: Search

Eclipse SE Search Syntax (Quick Reference)