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Relativity|UserGuide-31
6.3.1Enteringmultiplevariationsofaterm
Ifyouentermultiplevariationsofatermandthevariationsincludeadditionalwords,listthe
variationsbeforethesingleterm.Persistenthighlighting'sregularexpressionswilllookforandfind
thefirsttermlistedandthenmovetothenextone.Forexample,ifyoulistedthetermsUnited,
UnitedStates,andUnitedStatesofAmericainthatorder,persistenthighlightingwouldonly
highlight"United."
Tohighlighteachofthethreeterms,listthetermsfrommosttofewestwords:
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Relativity|UserGuide-32
6.3.2Color-codingpersistenthighlights
WhenyouenteratermintheHighlightTermsbox,youcanalsospecifythecolorforboththetext
andthebackground.Usethefollowingformattocolor-codeyourpersistentlyhighlightedtext:
[backgroundcolor];[textcolor];[termtobehighlighted]
Forexample,enter“3;16;Relativity”tohighlightRelativitywithdarkgreenbackgroundandwhite
text.Thefollowingtableincludesavailablecolorcodes.
Colorname
Color
Number
[Default]
0
Black
1
Darkred
2
Darkgreen
3
Darkyellow
4
Darkblue
5
Darkmagenta
6
Darkcyan
7
Lightgray
8
Gray
9
Red
10
Green
11
Yellow
12
Blue
13
Magenta
14
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Relativity|UserGuide-33
Colorname
Color
Number
Cyan
15
White
16
Ifyouentertermswithnocolor-coding,thebackgroundwillbemagentaandthetextblack.
Note:Defaulthasdifferentimplicationsfortextandbackground.Thedefaultbackgroundcoloriswhiteand
thedefaulttextcolorisblack.
6.3.3Guidelinesforaddingtermsorphrases
Usethefollowingguidelineswhenaddingtermsorphrases:
n
Enteratermthatyouwanthighlighted,andpressEnter.Youcanentermultipletermsbuteachone
mustbeonaseparateline.
n
Entertermsforpersistenthighlightingexactlyastheyappearinthedocument.Don'tusequotation
marksandconnectors.
Note:Quotationmarksarenotcompatiblewithpersistenthighlighting,whichautomatically
searchesforanexactphrase.Youdon'tneedtousequotationmarks,whichwillresultinslower
documentloadingspeeds.
n
Keeplistssimple.Donotusepunctuation,specialcharacters,operators,ordtSearchsyntax.
n
Non-alphanumericcharactersinpersistenthighlightingaretreatedasspecialcharacterwild-
cardsbyRelativity.Ifyousurroundsearchtermswithquotationmarks,Relativitywillmatchthe
quotationmarkswithanyspecialcharacter,suchas$,&,^,%,@,andothers.Forexample,if
youenterthe"ThePhrase".Relativitywillqueryonspecialcharacterstofindmatcheslike%The
Phrase@,or&ThePhrase$.Theprocessoffindingthespecialcharactersdramaticallyslows
Viewerperformance.
n
Operatorsincluding“AND”or“OR”,arenotutilizedasinkeywordsearching.Ifused,Relativity
willlookfortheexactphraseincluding“AND”or“OR”.Forexample,youenteredthesesearch
terms:AppleANDBanana.Relativitywouldhighlighttheentirephrase“appleandbanana”inthe
document.Separateoccurrencesofapple,andoccurrencesofbananawouldNOTbehigh-
lighted.
n
Wildcardsmaystillbeusedasinthisexample:appl*.Thissearchtermwillhighlightapple,applic-
ation,applies,andsoon.Anexcessiveuseofwildcardswillaffectperformance.Leadingwild-
cardsarenotrecommendedsuchas*itting.
n
Donotenterduplicateterms.
n
Identifyandremovetermswithlargehitcounts.
n
Listvariationsofatermfirstandentertheroottermlast.
n
Ifthelistoftermsislarge(>100terms),useHighlightFieldswithaSearchTermsReport.
6.4Usingthehighlightfieldssource
UsingtheHighlightFieldssourceinapersistenthighlightsetallowsyoutochooseafield
referencingalistoftermstohighlight.
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Relativity|UserGuide-34
SelecttheHighlightFieldssource,thenclickthe
tobringuptheFieldPickeronPersistent
HighlightSetssystemview.ThissystemviewdisplaystheNameandObjectTypeforapplicable
multipleobjectfields,includingthosecreatedbySearchTermsReports.
Note:PersistenthighlightsgeneratedbyaSearchTermsReportdon'tautomaticallyupdateafteryouload
newdataintoaworkspace.YoumustrebuildthedtSearchindextoincorporatethetextfromnew
documents.
Inthefollowingexample,thepickerviewshowsallcompletedSearchTermsReportsinthe
workspaceoftheReportandTagtype.ToselectaHighlightField,checkthefield’sbox,clickAdd,
andclickSet.Thefieldappearsonthelayout.
WhenusingaSearchTermsReportasthehighlightfieldssource,thenumberoftermsthat
Relativitysearchesforwillvaryamongdifferentrecords.Relativityonlylooksforthetermslistedin
theSearchTermsReportforthatdocument.
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Relativity|UserGuide-35
Note:Persistenthighlightingcreatedbyusingsearchtermsreportsorothermultipleobjectfieldsrequires
version6.9orhigheroftheRelativitywebinterfaceandViewer.Userswillreceiveanerrormessage
indicatingthatpersistenthighlightingisunavailableiftheyareusinganincompatibleversionoftheViewer.
6.4.1Bestpractices
ConsiderthefollowingguidelineswhencreatingoraddingtermsusingSearchTermsReportsasthe
highlightfieldssource:
n
Entertermsexactlyastheyappearinthedocument.
n
Donotusequotationmarks.Inpersistenthighlighting,Relativitytreatsnon-alphanumericcharacters
asspecialcharacterwildcards.Ifyousurroundsearchtermswithquotationmarks,Relativitywillmatch
thequotationmarkswithanyspecialcharacter,suchas$,&,^,%,@,andothers.Forexample,ifyou
enter"ThePhrase,"Relativitywillqueryonspecialcharacterstofindmatcheslike%ThePhrase@,or
&ThePhrase$.Theprocessoffindingthespecialcharactersdramaticallyslowsperformance.
n
DonotuseoperatorssuchasANDandOR.Operatorsincluding“AND”or“OR,”arenotusedin
keywordsearching.Ifused,Relativitywilllookfortheexactphraseincluding“AND”or“OR.”For
example,ifyouenteredthesesearchterms:AppleANDBanana,Relativitywouldhighlighttheentire
phrase“appleandbanana”inthedocument.Separateoccurrencesofapple,andoccurrencesof
bananawouldNOTbehighlighted.
n
Wildcardsareusefulinsomecases.Forexample,thesearchtermappl*willhighlightapple,application,
applies,andsoon.Anexcessiveuseofwildcardswillaffectperformance.Leadingwildcardssuchas*it-
ting,arenotrecommended.Usingasterisksinthemiddleofatermwillnotcountaswildcards.
n
AvoidusingadvanceddtSearchfunctionality,includingproximity,stemming,andfuzziness.
o
Persistenthighlightingdoesnotunderstandproximitysearching.Ifyouenterthephrase“Relativ-
ityw/5kCura”asasearchterm,thesearchtermreportwilluseadtSearchtofindandtagalldoc-
umentsthatmeetthosecriteria.However,persistenthighlightingwillfunctiondifferentlythan
thedtSearch,asitwilllookforthetermRelativity,aspace,theletterw,anyspecialcharacter
(insteadof“/”),thenumber5,aspace,andthenthetermkCura.
o
Persistenthighlightingdoesnotunderstandthestemmingcharacter(~).Ifyouentertheterm
“apply~”asasearchterm,thesearchtermreportwillfindandtagalldocumentswiththeword
apply,oranydocumentthatstemsfromapply,includingapplied,applies,application,andso
on.However,persistenthighlightingwilllookfortheterm“apply”followedbyanyspecialchar-
acter,soyouwillnotseetheexpectedtermshighlighted.
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Relativity|UserGuide-36
n
InSearchTermsReports,youcanworkaroundtheselimitationsbyusingtheDictionarySearchfunc-
tiontoidentifysearchtermsusingstemmingorfuzziness.Copythelistoftermsreturnedinthissearch.
PastethemintheAddTermsboxontheSearchTermsReportform.Youwillenhanceyoursearchterm
list,whileavoidingerrorscausedbyspecialcharacters.
6.5Importingsearchtermsforpersistenthighlighting
Toimportsearchtermstouseasasourceforpersistenthighlighting,performthefollowing
procedures.
6.5.1Relativitycomponentsetup
Beforeimportingsearchterms,usethefollowingstepstocreateaRelativityDynamicObjectto
handlethedata.
1. NavigatetotheObjectTypetabinyourworkspace.
2. ClickNewObjectType.
a. ProvideanameforthenewobjectintherequiredNameproperty.
b. Keepallremainingpropertiesattheirdefaultvalues.
c. ClickSave.
3. NavigatetotheFieldstab.
4. ClickNewFieldtocreatethefieldthatwillholdthepersistenthighlightcolorinformationandthatwill
connectyourDynamicObjecttotheDocumentobject.
5. IntheNewFieldform,specifythefollowingproperties:
a. ObjectType:<DynamicObjectcreatedinstep2>
b. Name:HighlightColors
c. FieldType:Fixed-LengthText
d. Length:10
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Relativity|UserGuide-37
e. Keepallremainingpropertiesattheirdefaultvalues.
f. ClickSaveandNew.
6. CreateanewfieldtolinkyourDynamicObjectandtheDocumentobject.Specifythefollowingprop-
erties:
a. ObjectType:Document
b. Name:<Userpreference>
c. FieldType:MultipleObject
d. AssociativeObjectType:<DynamicObjectcreatedinstep2>
e. Keepallremainingpropertiesattheirdefaultvalues.
f. ClickSave.
7. NavigatetothePersistentHighlightSetstabinyourworkspace.
8. ClickNewPersistentHighlightSet.
9. Createanewsetwiththefollowingproperties:
a. Name:<Userpreference>
b. Order:<Userpreference>;thiscontrolsthepositionofthissetinthePersistentHighlightTreein
theViewer.
c. Source:HighlightFields
d. HighlightFields:<Thenameofthefieldcreatedinstep6b.>
e. ClickSave.
6.5.2Importingterms
ToimportaCSVorotherRelativity-supportedloadfilecontainingterms,usethefollowing
procedure.
1. OpentheRelativityDesktopClient.
2. Selecttheworkspaceyouareimportinginto.
3. SelecttheDynamicObjectyoucreatedabovefromtheobjectdrop-downmenu.
4. SelectToolsfromthetopmenu.
5. SelectImport|<DynamicObject>loadfile.
6. Selectyourtermsloadfileandcorrespondingdelimiters.
7. MapthefieldinyourloadfilethatcontainsthetermstotheNamefieldinRelativity.
HereyoucanalsoimportRelativityHighlightColor.Youmusthavethisinformationintheloadfile
containedinafieldinthefollowingformat:textcolor;highlightcolor(forexample,15;9).Ifyoudonot
havethisinformationintheloadfile,youcanmanuallyenteritfortermsinRelativity.Becausethe
lattercanbetimeconsuming,werecommendhavingthisinformationintheloadfileifpossible.
8. ClickImporttoimporttheterms.
9. NavigatetotheobjecttabyoucreatedinsteptwooftheRelativitycomponentsetupsection.
10. Clickonaterm.
11. Selectthelayoutyouwanttousefromthedrop-downmenu.
12. Clickthepencilicontoeditthelayout.
13. ClickAddAssociativeObjectlist.
14. Usethedrop-downmenutoselectthefieldyoucreatedin6boftheRelativitycomponentsetupsec-
tion.
15. SettheViewfieldtoyourpreferreddocumentview.
16. SettheLinkViewfieldtoyourpreferreddocumentview.
17. ClickSave.
Relativity|UserGuide-38
18. ClickLink.
19. Selectalldocuments.
20. ClickAdd.
21. ClickSet.
22. Repeatsteps10through22oneachterm.
23. Verifythatthetermsarehighlightthroughthefollowing:
a. Openadocumentintheworkspace.
b. OpenthePersistentHighlightTreeintheViewer.
c. NotethepresenceofthenewlycreatedPersistentHighlightSetandverifythattermsarehigh-
lightintheappropriatecolors.
6.6Creatingefficientsearchesforpersistenthighlighting
Creatingefficientsearcheswillimprovetheperformanceofpersistenthighlighting,whetheryou're
workingwithaTermsSearchorHighlightFields.Usethefollowingguidelinestocreateefficient
searches.
Avoidthefollowingwhenwritingsearchesforpersistenthighlighting:
n
Donotuse"AND"or"OR"connectors.Persistenthighlightingwilllookfortheexactphrase"tradeand
complete"insteadoftheword"trade"andtheword"complete."
n
Donotuseproximity,fuzziness,andstemmingsearchlogic.ThesystemignoresthedtSearchsyntax.
Yourtermswillnotbehighlightedifyouusetheseadvancedsearchingfeatures,eventhoughthe
searchtermsreportCountcolumnliststhenumberofmatchingterms.Forexample:
o
Thesearchterm“oilw/10water”willhighlighttheterm“oil”andtheterm“water,”evenifthey
arenotwithin10termsofeachother.
o
Ifyouentertheterm“apply~”asasearchterm,persistenthighlightingtechnologywilllookfor
thetermapplyfollowedbyanyspecialcharacter,soyouwillnotseeexpectedtermshighlighted.
n
Avoidusingtermswithalargenumberofhitsperdocumentbecausepersistenthighlightingwillhigh-
lighteachhit.Forexample,itwilltakelongertoloadaWorddocumentcontaining1,000instancesofa
singletermoranExceldocumentwithahighfrequencyofthesamenumber.
n
Avoidusingtermsthatonlyoccuronceinadocument.Usesearchtermsreportsforthosetermsso
thattheydonotstrainthesystemsearchingeachdocument.
n
Avoidlonglistsofnumbers,suchasBatesnumbersoraccountnumbers.Theycanbloatthesearch.
n
Donotuseduplicateterms.
Usethefollowingtechniquestooptimizeyoursearches:
n
UsethedtSearchDictionarytoidentifyvariationsofaterminsteadofusingwildcards.
o
Identifywhichtermsshouldbeinthehighlightsetandwhichtermsarenotnecessary.
o
Youmaywanttoavoidhighlightingtermswithhighwordcounts.
Relativity|UserGuide-39
n
Ifusingawildcard(*),placethewildcardattheendofaterm.Ifplacedinthemiddleofaterm,thesys-
temwillnotidentifyitasawildcard.Itispossibletoaddthewildcardtothebeginningofaterm,butit
willslowpersistenthighlighting.
Note:Tohighlighttermsusingobjects,createafixed-lengthtextfieldforyourobjectcalledRelativity
HighlightColor.Youcanentercolor-codinginthisfieldusingtheformat:[highlightcolor];[textcolor].
7Searchtermsreports
Asearchtermsreportsimplifiestheprocessofidentifyingdocumentsthatcontainaspecificgroup
ofkeywords.Insteadofrunningcomplicatedqueries,youcanuseasearchtermsreporttoentera
listoftermsorphrasesandthengenerateareportlistingtheirfrequenciesinasetofdocuments.
Youcandeterminetheoutputofthereportbyselectingoneofthefollowingtypeoptions:
n
ReportOnly-Createsareportthatincludesthenumberofhitsforeachtermorphrase.(Ahitindicates
oneormoreusesofthetermorphraseinadocument.)
n
ReportandTag-Createsareportthatincludesthenumberofhitsforeachtermorphraseinaddition
tothefollowing:
o
CreatesamultipleobjectfieldnamedafterthesearchtermreportwiththeprefixSTR.
o
Tagsthedocumentsusingthemultipleobjectfieldwiththesearchterm(s)found.
Youcanalsousethereportscreatedwiththereportandtagoptioninyourmarkupsets.Whenyou
selectasearchtermsreportforusewithamarkupset,thereportdetermineswhichtermsor
phrasesarehighlightedinthedocumentsviewedthroughthecorereviewerinterface.
7.1Guidelinesforusingsearchtermsreports
Usethefollowingguidelinestoensurethatyoursearchtermsreportproperlyhighlightsthe
requiredterms:
n
DefineasavedsearchusingconditionsthatreturntherequiredgroupofdocumentsfortheSearchable
Set.Persistenthighlightingappliesonlytodocumentsinthesearchableset.Ifincludingrelational
group,onlyrelateditemsinthesearchablesetarecounted.
n
ConfirmthatthedtSearchusedforthesearchtermsreporthasbeenusedtoindexallthedocuments
intheSearchableSet.
Relativity|UserGuide-40
n
SelectReportandTagintheTyperadiobuttonlistforthereport.Ifyoudon'tselectthisoption,thena
multipleobjectfieldisn'tcreatedforthesearchtermsreport,andyoucan'tselectitintheHighlight
Fieldsoptionwhencreatingapersistenthighlightsset.SeePersistenthighlightsetsonpage26.
n
Whenyouusesearchtermsreportsforpersistenthighlights,onlythetermsindocumentsassociated
withthecurrentreportsappearhighlighted.Ifyouaddnewsearchtermstothereports,youmustrun
pendingtermssothattheyappearhighlightedindocuments.
7.2Creatingasearchtermsreport
Tocreateanewsearchtermsreport,followthesesteps:
1. ClicktheSearchTermsReporttab.
2. ClickNewSearchTermsReport.
3. Completethefieldsontheform.SeeFieldsbelow.
4. ClickSave.
Aftersavingthesearchtermsreport,theSearchTermsReportStatussectionandSearchTerms
Reportconsoleappear.Asthestatussectionindicates,youmustaddtermstoyournewreport.See
Addingoreditingtermsandhighlightcolorsonthenextpage.
7.2.1Fields
Searchtermsreportscontainthefollowingfields:
n
Name-thesearchtermsreport’sname.
n
Index-theindexusedtocreatethereport.SelectonlydtSearchindexes.
n
Searchableset-asavedsearchthatincludesthesetofdocumentsusedtocreatethereport.
n
Type-selectoneofthefollowingoptions:
o
Reportandtag-createsareportthatincludesthenumberofhitsforeachtermorphrasein
additiontothefollowing:
l
CreatesamultipleobjectfieldnamedafterthesearchtermreportwiththeprefixSTR,i.e.
STR-Industryterms.
l
TagseachdocumentcontainingsearchhitsusingtheSTR multipleobjectfieldwiththe
searchterm(s)foundineachdocument.
o
Reportonly-createsareportthatincludesthenumberofhitsforeachtermorphrase.
n
Calculateuniquehits-ifsettoYes,thissettingincludesaUniquehitsvalueforeachterminthesearch
termsresults.Uniquehitsisthecountofdocumentsinthesearchablesetreturnedbyonlythatpar-
ticularterm.Ifmorethanonetermreturnsaparticulardocument,thatdocumentisnotcountedasa
uniquehit.Uniquehitsreflectthetotalnumberofdocumentsreturnedbyaparticulartermandonly
thatparticularterm.
Note:Uniquehitscanhelpyouidentifytermsinyoursearchtermsreportthatmaybeoverlyinclusive.
n
Includerelationalgroup-includesthe"Documentswithhits,includinggroup"countsforeachtermin
thesearchtermsresults.Thisvaluecountsthedocumentswithhitsforeachtermaswellasalldoc-
umentsinthesamerelationalgroupasthedocumentswithhits.Includerelationalgrouponlyincludes
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