Manage a Search Index
ADDAutomated Digital Discovery Review includes a powerful text search capability using the dtSearch® search engine (from dtSearch Corp.). Administrators can configure and maintain the accuracy of this index using the procedures explained in this section.
Indexes themselves are initially created as part of the import process, unless the indexing step was skipped (for example, to save time). In addition, various changes require that the index be rebuilt, such as:
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Adding new fields to a case and importing data into them.
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Changing the indexing option for a field from No to Yes.
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Editing (changing the value of) fields that have the indexing option set.
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Replacing or adding text files.
To manage a case search index:
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Get started:
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Start ADD Review and log in as an administrator.
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Click the Case Settings tab
- Select the Index Management tab.
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In the Index Management window, select
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If saved searches are needed for the training and/or searchable sets, make sure these searches have been saved in Eclipse. (See steps 6 and 7.)
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Click Create New Index and complete the dialog box as explained in the following steps.
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Index Name: The Index Name will be auto-filled as "Default dtSearch Index."
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Index Path: The full path and directory in which the index file is maintained. This path cannot be edited in ADD Review.
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Additional options:
Note: Index build time may be longer when these options are selected, but search times will typically be faster for these types of searches.
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Auto Recognize Date, Email and Credit Cards: When this option is selected, dates, email addresses, and credit-card number recognition will be used instead of simple character recognition for these items when users search for them.
- Auto Break CJK Words: For cases that may have Chinese, Japanese, or Korean words that need to be searched, selecting this option will allow you to split characters in the search without having to search for the whole word.
- Number of Indexes: The number of index files can be changed here if needed. Particularly for large and diverse data collections, it can speed index and search processing to define multiple index files.
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If the Auto Indexing Enabled feature is selected, you may change the set the following options for when the index runs:
- If you would like the Index to run a build once, select the Occurs once at option and select the time you would like the index to start building.
- If you would like the Index to run a build at regular intervals, select the Occurs every option and adjust the following settings as necessary.
- Hour(s): determines how often the index will be built.
- Starting at: determines when Auto Indexing will begin.
- Ending at: determines when Auto Indexing will stop.
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Alphabet: Specify how different characters are classified. If changes are made to this area, ensure that each character appears in only one of the sections. For example: if you want an ampersand, &, to be ignored, delete it in the [Spaces] section and add it to the [Ignore] section.
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Noise Words: To use a default list of over 100 noise words (commonly used words that should be ignored, such as in, or, of) for the index, skip this entry. Or complete step 9 or step 10 to customize the list.
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To create a custom list of stop words, enter or paste the list of words into the Noise Words text box, then click OK. Ensure only one word is on each line.
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To modify the default list of noise words: Click Load dtSearch Defaults located above the Noise Words text box. Add words to or remove them from the list using common editing methods. Ensure only one word is on each line.
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Click Save.