Define a Visual Search
Visual Search enables you to perform and review searches by using one of three 2-dimensional charts as well as a Concept Wheel. This type of searching lets you view results in a manner that correlates between two or more data fields, or in relation to a data set as a whole.
With Visual Search, you can combine text-based and metadata-based criteria into a single search, with the options to specify a valid date range and to include document family members. The criteria will be evaluated according to one of three search types: Contains All, Contains One or More, and Exclude these. Each search type can contain multiple conditions that subsequently contain multiple values.
The Visual Search Review Dashboard
After entering Enterprise Review and clicking a case card,
the Visual Search Review Dashboard appears. The dashboard is a full-screen display of all the Visual Search elements: charts/Concept Wheel, plus the Results grid and the Search Report. The full-screen icons allow you to see each dashboard area in full-screen view.
This area of the dashboard contains a Bar Chart and a Heat Map. As the Insights label implies, these Visual Search elements add further detail and insights into the search results. The elements are described in the Charts section that follows.
In the Visual Search Review dashboard you will see the following chart elements:
A Pie Chart displays sections with the nine highest counts for any given search along with a tenth count containing all “Other” results.
What the pie sections represent is determined by the filter field you select from the pull-down menu at the top left of the chart.
When you hover over a pie section, a tool tip pop-up shows the section counts and values (for example, "Rosalie Machado ... 3946/158965..."), as also indicated by the chart’s legend.
Note: Clicking the icon above the Pie Chart pull-down menu allows you to choose the Concept Wheel or the Pie Chart. For more information about the Concept Wheel, see Define a Visual Search.
For information about how search criteria is determined for the Concept Wheel and the Pie Chart, see Determine Search Criteria .
A Bar Chart displays sections with the nine highest counts for any given search along with a tenth count containing all “Other” results.
What the bars represent is determined by the filter field you select from the pull-down menu at the top left of the chart.
When you hover over a bar, a tool tip pop-up show the section counts and values (for example, "Cory Espinoza ... 3968/158965..."), as also indicated by the chart’s legend.
For information about how search criteria is determined for the Bar Chart, see Determine Search Criteria .
A Heat Map shows the correlations between two different fields, along both the X- and Y-axes. Each axis contains a drop-down menu that allows you to determine the filter fields displayed along each axis. In the following example, the X-axis is set to Email From, and the Y-axis is set to Email To.
For information about how search criteria is determined for the Heat Map, see Determine Search Criteria .
The concept wheel is a visual representation of cluster details and and based on the clusters configured by your administrator. It corresponds to the details listed for a selected top-level cluster as shown in the Visual Search dashboard:
When you hover over a cluster, a tool tip pop-up shows the section counts and values (for example, "contract, law, party, property, agreement, legal... 3964/80286..."), as also indicated by the chart’s legend.
Clicking the icon above the Concept Wheel pull-down menu allows you to choose the Concept Wheel or the Pie Chart.
For information about how search criteria is determined for the Concept Wheel, see Determine Search Criteria .
For more in-depth search capability, which includes editing search criteria, go the Advanced Search tab by clicking the link within Need to construct an Advanced Search? in the top right of the dashboard.
The Analytics Settings view can now be used to create and modify cluster sets. For more information, see Work with Cluster Sets.
When determining search criteria within any of the Visual Search dashboard charts, there are two distinct scenarios:
- A criteria chip does not yet exist, and so one must be created. This first chip can contain a single value or multiple values ORed together. Additional chips (as many as required) that contain only single values can be created and ANDed together with the first chip.
- At least one criteria chip has been created and consists either of only a single value or multiple values ORed together. Each chip can contain multiple ORed values and can be ANDed together with additional chips (as many as required).
You can accomplish both scenarios A and B by using the hover-over-the-chart method. See Hover Over the Chart
Note: Using the hover-over-the-chart method allows only the first chip to contain multiple ORed values.
You can also accomplish scenario B by using the chip drop-down menu filter method. See Access the Drop-Down Menu Filter in Already Existing Chips
Once you have created a chip, you can add more values to the chip by clicking the chip to access its drop-down menu.
For these two methods, the Pie Chart is used as the example in this discussion, though the methods apply to all the chart types.
Note: This method will work for most users' search criteria requirements. If you require a more flexible criteria setup, please see Access the Drop-Down Menu Filter in Already Existing Chips.
A Chip Does Not Yet Exist
In the following Pie Chart example, hovering over a pie section and clicking ADD CRITERIA TO SEARCH creates a chip for that section.
Note: In the hover-over-the-chart method, the UPDATE EXISTING option is only active for the first chip and ORs the chosen value to the existing value(s) in the first chip. Once ADD NEW is chosen, a new chip is created and its single value is ANDed to the first chip. At this point the UPDATE EXISTING option is inactive and grayed out. Subsequent chips can only be ANDed to the previous chips.
Clicking UPDATE EXISTING will OR the selected value to the value already existing within the chip. The chip now displays the updated criteria by including a “+1” to indicate there is an ORed concept included in the chip.
You can OR additional concept criteria within the first chip multiple times. Hovering over another section and clicking UPDATE EXISTING will OR that value to the others within the chip. The chip display will now include a “+#”, where the # indicates how many additional selected criteria are currently ORed within the chip.
Create Additional Chips
Clicking ADD NEW creates a chip for that single value and then ANDs the new chip to the existing chip or chips. Hovering over another section and clicking ADD NEW will create a new chip that will be ANDed to the existing chips. Multiple chips can be created this way and ANDed together.
After the very first chip is ANDed to the second chip, the UPDATE EXISTING option is grayed out, letting the user know through a pop-up that “One or more criteria already exists, please edit using the existing filter.” Unless you choose to use the drop-down menu filter method (see Access the Drop-Down Menu Filter in Already Existing Chips), then only the ADD NEW option remains available to create additional single-concept chips that can only be ANDed together (along with the initial chip that is the only one with the ability to contain ORed components, of course). As many single-concept chips as required can be created and ANDed together.
For most users, the Hover Over the Chart method to create search criteria will be sufficient. If you require a more flexible criteria setup, the drop-down menu filter method allows you to OR additional criteria in any existing chip, not just the first one created.
To add values that you want to OR within a chip, click the chip and the following drop-down menu displays for the selected filter field.
In the drop-down menu, you can select one of three Operators:Any of These, All of These, and None of These. The operators act on the selected types in the list.
Visual Search Components
Search Filters allow you to further refine your search results by selecting one of the filter options in the Filters drop-down menu :
System Fields on which you can search include the following examples:
A unique number used to track the first page of a document family
A unique number used to track the first page of a document
A unique number used to track the last page of a document family
A unique number used to track the last page of a document
Extracted Text Size
Document's text size (KB)
A unique value for a document used for determining duplicates
When performing a search requires the use of a search relationship, use the Relationships drop-down menu.
The Sort Options drop-down menu contains a list of fields on which to sort the Visual Search.
Random sampling provides a representative set of documents from the search results. With random sampling, every document in your search results has an equal chance of participating in the sample; the number of documents in the sample depends on which sampling type you choose: (1) a statistics calculation based on confidence level and margin of error values that you set, or (2) a fixed value that you define.
When active learning (Active Learning) is enabled, you choose the desired sampling type (Statistical Sampling or Fixed Size) in the Random Sampling drop-down menu.
Confidence Level has three options: 90, 95, and 99.
Margin of Error has a range of 1-5.
Fixed Size is an integer field.
The Timeline allows you select date criteria for the search. You can select Include Empty & Invalid Dates as well. On the dashboard, clicking displays the Timeline across the top:
For additional information, see Define a Timeline Search.
The Results grid segment of the dashboard lists all documents meeting your search criteria in a grid format. The column heading fields reflect the fields on the first coding form.
For more information about how Search Results works, see Work with Search Results.
The Search Report allows you to view the case data that correlates to your visual search parameters. For either the Pie Chart or Bar Chart, the Search Report shows document counts, as well as family document counts, as it relates to the data field(s) selected for your chart’s axis.
Within the report, there is a pull-down menu that allows you to switch between the Pie Chart and the BarChart.
You can change the sort order of the report alphabetically by field, or numerically by document count.
Visual and Advanced Search Synchronization
After you have built and saved a Visual Search, you can run Advanced Search capabilities by editing the search within the Advanced Search tab by clicking the link within Need to construct an Advanced Search? in the top right of the dashboard.
In Advanced Search, when finished click