RelativityOne - Advanced search quick reference guide.pdf

Advanced search quick reference guide When setting up a workspace in Relativity, admins need to consider what fields to search, which search indexes provide the most value, and how to optimize performance for the users, with minimal administrative overhead. Note: This guide does not cover analytic...

Advanced search quick reference guide When setting up a workspace in Relativity, admins need to consider what fields to search, which search indexes provide the most value, and how to optimize performance for the users, with minimal administrative overhead. Note: This guide does not cover analytics indexes, nor will it detail the operators acceptable for use in each of these search engines. Search Keyword search dtSearch type How is it Relativity automatically indexes keyword To access a dtSearch, you must first create a saved enabled? searches when you load data into the sys- search. Search only on the Extracted Text field for tem. The Active field should read Yes. optimal results. Next, used the saved search as the (Search Indexes > Keyword Search) Searchable Set when creating a dtSearch index. What can Available on all fields loaded into Available on all fields loaded into Relativity. See be Relativity. “Suggested Fields to be Indexed” below. indexed? Except long text fields stored in Data Grid. In RelativityOne, extracted text is automatically stored in Data Grid. How is it In the Documents tab: In the Documents tab: used? 1. Click Add Condition. 1. Click Add Condition. 2. Click (Index Search). 2. Click (Index Search). 3. Select Keyword Search from the 3. Select dtSearch from the drop-down menu. drop-down menu. 4. Enter search terms. 4. Enter search terms. 5. If necessary, enable Fuzziness or Sorry for. 5. Click Apply. 6. Click Apply. See the Searching Quick Reference for See the Searching Quick Reference for more details more details on available search on available search operators. operators. Common search scenarios Leveraging the above search index knowledge, use the matrix below to reference behavior across common search scenarios and learn suggested index tips. Keywords/Filters dtSearch Engine SQL dtSearch Noise words Yes Yes (customizable) Search operators Search quick reference Advanced search quick reference guide 1  Keywords/Filters dtSearch How to index Search quick reference When adding data (add Automatically updates Incremental build new records) When changing existing Automatically updates Full build data (overlay on existing records) When removing data Automatically updates Full build (remove existing records) Suggested fields to be Fixed length fields: Some long text fields with small Long text fields (ex: Extrac- indexed amounts of text (ex: File Names) that are not indexed ted Text, Email To, Email by dtSearch Index. CC.) Suggested indexes N/A (not all fields flagged for indexing are grouped in One for Extracted Text an index.) One for Email To, Email CC, Email BCC Searching on individual Yes (select the individual field to search or filter on.) Yes (set up separate fields Indexes that index individual fields.) Advantages Instantaneous indexing Ability to customize index Ability to search on individual fields Ability to search on indi- vidual fields; involves sep- arate index setup Disadvantages Lacks specialized search capabilities Manual index maintenance Inability to customize indexes **Only available on Data-Grid-Enabled Workspaces Is Like and Contains operators on field level searching Is Like Contains Behavior Wildcard (%) is applied to the front and back The field searches for the item entered. of the term. Operators None AND, OR, NOT, and Wildcard (%) available Multiple Terms entered on multiple lines are con- Terms entered on multiple lines are connected by terms nected by an OR. AND. “Include in Field does not need to be set to “Yes.” Only available for Fixed Length and Long Text Text Index” Fields and needs to be set to “Yes.” Advanced search quick reference guide 2  Is Like Contains Comments Tends to run slowly. The best practice is to N/A avoid running on large data sets. For example, you see the term “Valet Parking” appear the following ways using the various search operators listed below: Term Term Term “Valet parking” Exact phrase “Valet parking” Exact phrase “Valet parking” Valet parking %valet parking% Valet AND parking Valet park% %Valet park% “Valet” AND “park%” Valet park* %Valet park% “Valet” AND “park*” Valet park%% %Valet park% “Valet” AND “park%%” Advanced search quick reference guide 3 Proprietary Rights This documentation (“Documentation”) and the software to which it relates (“Software”) belongs to Relativity ODA LLC and/or Relativity’s third party software vendors. Relativity grants written license agreements which contain restrictions. All parties accessing the Documentation or Software must: respect proprietary rights of Relativity and third parties; comply with your organization’s license agreement, including but not limited to license restrictions on use, copying, modifications, reverse engineering, and derivative products; and refrain from any misuse or misappropriation of this Documentation or Software in whole or in part. The Software and Documentation is protected by the Copyright Act of 1976, as amended, and the Software code is protected by the Illinois Trade Secrets Act. Violations can involve substantial civil liabilities, exemplary damages, and criminal penalties, including fines and possible imprisonment. ©2024. Relativity ODA LLC. All rights reserved. Relativity® is a registered trademark of Relativity ODA LLC. Advanced search quick reference guide 4