Default Search Assumptions

The following types of searches are available within Advanced Search or Visual Search.

Simple searches – words or phrases with no specific search criteria included – are conducted by using the following default criteria.

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

This simple search will find all records containing all three words (annual AND profit AND deficit) in any indexed case field.

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 case field).

Case Sensitivity

In OPEN DISCOVERY Review, searches are not case sensitive. For example, the same results 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 OPEN DISCOVERY 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 OPEN DISCOVERY Review.

Field	Description
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.
Saved Searches	Combine this with another search to refine the results of a saved public search. Must have permission to view saved searches.
Review Status	For a particular review pass of a particular case, search for documents that are tagged as Reviewed, Not Reviewed, or On Hold.
Redaction Categories	Search for documents that contain a specified redaction(s). For information about redactions, see Manage Redaction Categories .
Document Tags	Search for documents that have been marked with a specific document tag.
Field-specific searches	Search for documents with specified content in a selected field.
Timeline Search	Search for documents within a certain date range; the Timeline displays the selected date range. For details about the Timeline, seeOverview: Searching . The Timeline itself or an Advanced Search can be used to find documents within a certain date range.
Full Text	The simplest type of search. Full-text searches look for words or phrases in one or more indexed fields of OPEN DISCOVERY Review. This includes indexed database fields and extracted text as described at the beginning of this topic.

Different search types can easily be combined. With some limitations, search types are combined in expressions using Boolean operators AND, OR, and NOT.

System Fields on which you can search include the following examples:

System Field	Description
BEGATT	A unique number used to track the first page of a document family
BEGDOC	A unique number used to track the first page of a document
ENDATT	A unique number used to track the last page of a document family
ENDDOC	A unique number used to track the last page of a document
Extracted Text	Document's text
Extracted Text Size	Document's text size (KB)
MD5 Hash	A unique value for a document used for determining duplicates

 

Related Topics

Work with Search Results

Manage Redaction Categories

Overview: Tags