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Relativity|UserGuide-41
hitsofrelateditemsinthesearchableset.Itwillnotlookoutsideofthesearchableset.Clicktheellipsis
andselectarelationalgrouptoinclude.
7.2.2Addingoreditingtermsandhighlightcolors
Toaddoredittermsforyoursearchtermsreport:
1. YoumustcreateaPersistenthighlightsetforhighlightedtermstoappearinyourdocuments.SeePer-
sistent
highlight
sets
formoreinformation.
2. Toopenthetermsmanagementscreen,clicktheModifyTermsbutton.
3. Toaddnewterms,enteryourtermsinthelargetextboxundertheNewTermsheadingsothateach
termappearsonaseparateline.
Alternatively,clicktheDictionarylinktodisplaytheDictionarySearchpop-up,whereyoucanperform
searchesusingfuzzinesslevelsandstemming.SeeRunningaDictionarysearchintheSearchingguide.
ClickCopytoListtoaddtheDictionarysearchresultstotheNewTermstextbox.
Note:EachlineistreatedasanindividualdtSearchquery.FormoreinformationaboutdtSearch,refertothe
SearchingGuide.
4. Tomoveyournewtermstotheexistingtermslist,clickAddTerms.Asingletermhasacharacterlimit
of450.Aconfirmationmessagedisplayswiththecountofnewtermsaddedandduplicateterms
ignored.
5. (Optional)Tochangethebackgroundcolorandtextcolorforoneormoreoftheterms,selectthecheck-
boxnexttotheterm(s)andselectthebackgroundcolorandtextcolorusingthedrop-downmenus.
Seethepreviewtexttoverifythattheresultinghighlightedtextisreadable.ClickApplyColor.
Note:Bydefault,highlightedtermsappearasblacktextwithamagentabackground.
6. Toreturntothesearchtermsreportscreen,clickDone.
Afteraddingnewsearchtermstoanexistingreport,youmustrunthetermssothattheyappear
highlightedindocuments.SeeRunningasearchtermsreportonthenextpagefordetails.
7.2.3Deletingterms
Toremovetermsfromthesearchtermsreport:
1. Toopenthetermsmanagementscreen,clicktheModifyTermsbutton.
2. UnderExistingTerms,selectthecheckboxnexttotheterm(s)youwanttoremove.
3. ClickDelete.
4. Toreturntothesearchtermsreportscreen,clickDone.
Ifyouremovesearchtermsfromthereports,thetermsautomaticallydisappearfromthesearch
termsreportresults.Youmustrunthereportagainforaccuratetotalsinthestatusbarandwhen
usingViewTermReport.
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Relativity|UserGuide-42
7.3Runningasearchtermsreport
Yougenerateasearchtermsreportbyusingtheoptionsavailableinthesearchtermsreport
console.Theconsoleappearsafteryousaveasearchtermsreportorwhenyouopenanexisting
reportfromtheSearchTermsReporttab.
Theconsoleincludesthefollowingoptions:
n
ModifyTerms-opensthetermsmanagementscreen.Onthisscreen,youcanaddnewtermstothe
report,applytextandbackgroundhighlightcolors,anddeleteexistingtermsfromthereport.
n
RunAllTerms-generatescountsforeachterm.Usethisoptionwhengeneratingthereportforthe
firsttimeorifyouwanttoregeneratecountsforalltermsinthereport.Runalltermsafteraddingnew
documentstothesearchableset.SeeSearchtermsreportsonpage39.
n
RunPendingTerms-updatesanexistingreport.ItrunsareportononlythosetermswithaPending
status.
n
ViewResults-openstheSearchTermsResultspage.Thispagedisplaysthereportresults,listingthe
numberofdocumenthitsforeachterm.
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Relativity|UserGuide-43
TheSearchTermsResultspageprovidesthefollowing:
o
Name-searchtermincludedinsearchtermsreport.
o
Documentswithhits-thenumberofdocumentsinthesearchablesetthatcontainthesearch
term.
Note:Documentswithhitsisnotsecurity-awareorinfluencedbypermissions.Thismeansthatit
includesdocumentstheusercan'tviewinabasicsearch.Forexample,ausercouldperformadtSearch
thatreturnsatotaloffivedocuments,includingtwoinaccessibledocuments.Eventhoughtheusercan
onlyviewthreedocuments,thesearchtermscountstillincludesallfivedocumentsoriginallytagged
withthesearchterm.
o
Documentswithhits,includinggroup-countsthedocumentswithhitsforeachtermaswellas
alldocumentsinthesamerelationalgroupasthedocumentswithhits.Thecountonlyincludes
hitsofrelateditemsinthesearchableset.Itwillnotlookoutsideofthesearchableset.
o
Uniquehits-countsthenumberofdocumentsinthesearchablesetreturnedbyonlythatpar-
ticularterm.Ifmorethanonetermreturnsaparticulardocument,thatdocumentisnotcoun-
tedasauniquehit.Uniquehitsreflectthetotalnumberofdocumentsreturnedbyaparticular
termandonlythatparticularterm.
o
Lastruntime-timestampwhenthesearchtermsreportlastran.
n
ViewTermReport-IntheSearchTermsReportconsole,clickViewTermReporttoopenthegraphical
searchtermsreport.Youcanprintorsavethereport.Tosave,selectafiletypeatthetopofthereport.
n
RetryErrors-attemptstoregeneratethereportforsearchtermsthatreturnederrormessages.
n
RefreshPage-updatestheinformationdisplayedonthepage.
7.3.1Searchtermsreportstatus
Afterrunningasearchtermsreport,thesearchtermsreportstatussectionappears.Itliststhe
searchtermsreportnameandstatus.Thestatusindicatesthecurrentprogressofthereport.This
fieldcontainseitherSearchingyourterms,Completed,orError.
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Relativity|UserGuide-44
Thissectionalsoprovidesasummaryofthesearchtermsreportanditsresults:
n
Numberofterms-totalnumberoftermsruninthesearchtermsreport.
n
Documentsinsearchableset-totaldocumentsinthedesignatedsearchableset.
n
Totaldocumentswithhits-thenumberofdocumentsinthesearchablesetthatcontainthesearch
term.
n
Totaldocumentswithhits,including<relationalgroupname>-countsthedocumentswithhitsfor
eachtermaswellasalldocumentsinthesamerelationalgroupasthedocumentswithhits.
7.4AccessingtaggeddocumentsusingtheFieldTreebrowser
AfteryourunasearchtermreportwiththeReportandTagoptionenabled,Relativitycreatesa
folderintheFieldTreebrowserwithdocumentsgroupedbytagsfoundbythesearchtermreport.
ThefolderisnamedaftertheSTRmultipleobjectfieldcreatedbythesearchtermreport.
ClickasearchtermtagintheFieldTreebrowsertoviewdocumentsinyoursearchablesettagged
withtheselectedterm.
7.5Usingtaggedsearchtermsinasavedsearch
AfteryourunasearchtermreportwithReportandTagoptionenabled,Relativitycreateschoices
foreachofthetermsthatyouspecified.Youcanthenusethesechoicesascriteriainasaved
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Relativity|UserGuide-45
search.Youmustaddeachofthesearchtermsseparatelytothesavedsearchtoreturnthecorrect
results.
Usethisproceduretocreateasavedsearchusingtaggedsearchterms:
1. FollowtheinstructionsforsettingfieldsintheInformationandSearchConditionssectionsonasaved
search. SeecreatingasavedsearchintheSearchingguide.
2. IntheConditionssection,selectyoursearchtermreportintheFieldboxandselectaconditioninthe
Operatorbox.
3. IntheValuefield,click
todisplaytheSelectSTRdialog.
4. OntheSelectSTRdialog,performthesetasks:
a. IntheFieldbox,selectyoursearchtermreport.
b. SelectanOperator,suchasanyofthese.
c. Click
toselectasinglesearchtermontheSelectItemsdialog.
Note:Ifyouselectmultipletaggedsearchtermsonthisdialog,yoursavedsearchwon’treturnthe
correctresults.
d. Setanyotherfieldsasnecessary.
5. ClickOK.Ifyouaddedthetaggedsearchtermscalledmoney,power,andoil,theConditionssection
wouldappearasfollows:
6. Repeatsteps1to3foreachtaggedsearchterms.
7. ClickSearchtorunyourquery.
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Relativity|UserGuide-46
8Searchingoverview
Relativityincludesflexiblesearchfeaturesdesignedtofacilitatethedocumentreviewprocess.
Theseeasilyaccessiblefeaturessupportarangeofsearchingneedsfromfilteringonfieldsand
simplekeywordsearchestothedevelopmentofcomplexqueries.Thefollowinglistsummarizesthe
searchingfeaturesavailableinRelativity.
Filters
YoucanusefilterstolimitthedocumentsoritemsthatappearinitemlistsonRelativitytabsand
pop-ups.Whenyouenablethefiltersforanitemlist,youcansetcriteriaonsingleormultiplefields
sothatonlymatchingdocumentsoritemsappearintheview.Filtersqueryacrossthesearchable
setofdocumentsintheactiveviewtoreturnyourresults.Relativitysupportsmultiplefiltertypesso
thatyoucaneasilychoosethebestformatfordifferentfieldtypes.SeetheSearchingGuidefor
moreinformation.
Keywordsearches
YoucanrunkeywordsearchesfromtheDocumentstabandfromDynamicObjecttabs.Withthese
searches,youcanleveragethebasicfunctionalityforqueryingtheSQLfull-textindexpopulated
withdatafromextractedtextfields.ThekeywordsearchenginesupportstheuseofBoolean
operatorsandwildcards.AsthedefaultsearchengineinRelativity,keywordsearchautomatically
populateswithextractedtextduringdataimport.SeetheSearchingGuideformoreinformation.
Savedsearches
Thesesearchesprovideyouwiththefunctionalitytodefineandstorequeriesforrepeateduse.With
flexiblesettings,youcancreateasavedsearchbasedonanyRelativitysearchengine,assign
securitypermissionstoit,anddefinespecificcolumnstodisplayyoursearchresults.Savedsearches
supportthedevelopmentofcomplexqueriesthatyoubuildusingaformwithsearchcondition
options.Thesequeriesrundynamicallytoensurethatupdatedresultsappearwhenyouaccessa
savedsearch.SeetheSearchingGuideformoreinformation.
dtSearches
AvailableontheDocumentstab,youcanusetheadvancedsearchingfunctionalitytorunqueries
withproximity,stemming,andfuzzinessoperators,aswellaswithbasicfeaturessuchasBoolean
operatorsandwildcards.RelativityadministratorscancreateadtSearchindexforaspecificsubset
ofdocumentsinaworkspace,andthenassignsecuritytoit.Theymustmanuallyupdateindexes
whenthedocumentsearchsetsusedtocreatethemaremodified.SeetheSearchingGuidefor
moreinformation.
Analytics
Supportingconceptualsearching,Analyticsincludesdocumentsinaresultsetwhentheycontain
similarideasorconceptualrelationships,ratherthanmatchingspecificsearchtermsorconditions.
YoucancreatesearcheswithAnalyticsthatcategorizeyourdocumentsbasedontheconcepts
containedinasampledocumentset.Insteadofcategorizingdocuments,youcanalsoperform
Relativity|UserGuide-47
clustering,whichusesspecificalgorithms(system-definedrules)toidentifyconceptuallyrelated
documents.SeetheSearchingGuideformoreinformation.
Additionalfeatures
RelativityprovidesadditionalfeaturesthatmakesearchingeasilyaccessiblefromtheDocuments
tab.Withthesearchconditionoption,youcanbuildqueriesusingthesameconditionoptions
availableforsavedsearches.YoucanclickSaveasSearch
ontheDocumentstabtocreatesaved
searchesbasedonthecriteriadefinedforkeywordsearches,dtSearches,Analytics,orthesearch
conditionsoption.SeetheSearchingGuideformoreinformation.
8.1Searchconditions
Youcanusethesearchconditionsoptiontobuildcomplexqueriesbyselectingfields,operators,and
values.Whilethisfeaturehasthesamefunctionalityasthesearchconditionsectionofthesaved
searchform,it'sconvenientlyavailablefromtheDocumentstabandRelativityDynamicObjecttabs.
Thisoptiondisplaysuptofiverows,witheachrowrepresentingaseparatecriterion.Dependingon
thetypeoffieldyouselect,differentoperatorsappear.Youcanusethisoptionaloneorin
conjunctionwithkeywordsearches,dtSearches,Analytics,orPivot.Whenyouusesearchoptionsin
conjunctionwithanothersearchfeature,documentsmustbothmeetthesearchcriteriaandalsothe
conditionsspecified.
Forsearchconditionrulesandanexplanationofexpectedsearchbehaviorwhenapplyingsearch
conditionstoLongTextandFixed-LengthTextfieldsusingtheis,islike,isnotlike,orisnot
operators,seetheSearchconditionrulesintheSearchingGuide..
Note:Tousethesearchconditionsoption,youmusthaveaddoreditpermissionsforSearchandaccessto
theSavedSearchesBrowserassignedtoyouthroughtheSecuritypage.SeetheAdminGuide.
Tosetupsearchconditions,followthesesteps:
1. NavigatetotheDocumentstabortoaDynamicObjecttab.
2. Click
todisplayfieldsforasearchcondition.Thesearchconditions
icon'sappearancechanges
whenconditionsareactive.
3. Setthefollowingoptionstodefineasearchcondition:
n
LeftorOpeningParentheses-Usethefirstboxintherowtoselectasingle,double,ortriplepar-
enthesesforgroupingcriteriaorcontrollingprecedenceinthequery.
Relativity|UserGuide-48
Note:Toenablethismenu,youmustfirstselectavalueforField.
n
Field-Selectafieldavailableinyourworkspace.
n
Operator-Selectasearchoperator.Thefieldtypedeterminestheavailableoperators.SeeOper-
atorsintheSearchingguide.
n
Value-Enterorselectavalue.Thefieldtypedeterminestheavailablevalues.
Note:Withdate-basedfields,youcanenter@todayasthevalueinsteadofchoosingadateif“is
before”or“isafteroron"operatorisselected.
n
RightorClosingParentheses-Usethelastboxintherowtoselectasingle,double,ortriplepar-
enthesestogroupcriteria.
n
ANDorOROperators-Usetheseoperatorstoconnectthecriterionineachrow.
Toremoveyourcurrentselectionsforacondition,clicktheClearlinkfortherow.
4. (Optional)ClickAddanotherconditiontodisplayanothersearchconditionrow.RepeatStep3toset
theoptionsinthenewrow.Youcansetatotaloffiveconditionswiththesearchconditionsoption.If
yourqueryrequiresmorethanfiveconditions,createasavedsearch.Creatingasavedsearchinthe
Searchingguide.
5. ClickSearch.
6. (Optional)Performanyofthefollowingtaskstoworkwithyoursearch:
n
HideSearchConditions-Click
.Amessageappearsabovetheitemlistindicatingthatthe
searchconditionsareactive.
n
SaveSearchSettings-Click
.SeetheSearchingguide.
n
RemoveSearchSettings-ClicktheClearbuttontoremovethecurrentconditionsandany
searchtypesettings.
8.1.1Canceledqueries
Youcancancelalong-runningsearchorviewbyclickingtheCancelRequestlink.Thislinkappearswhen
youperformakeywordsearch,dtSearch,Analyticssearch,orusePivot,aswellaswhenyoufilteror
sortadocumentorDynamicObjectlist.Italsoappearswhenyouperformotheractionsonitemlists
containingdocumentsorDynamicObjectsthatinitiateaqueryinthebackground.
Relativity|UserGuide-49
WhenyouclickCancelRequest,Relativitystopsthebackgroundqueryusedtopopulatedocumentsin
anitemlist.Ifyoueditasearchandclickthislink,yourchangessave,buttheitemlistdoesn'tload.For
example,yourchangessavewhenyouperformamasseditonalistofdocumentsinasearchandthen
clickCancelRequestwhenthequeryisrunningtoredisplaytheupdatedlist.
Note:RelativitycreatesanauditrecordintheHistorytabforcanceledqueries.Thequerydescriptiondisplays
therunningtimeofthequeryandindicatesthatitwascanceled.Youmusthavetheappropriatepermissionsto
viewthistab.
Thefollowingtableexplainsdifferentscenariosinwhichyoumightcancelarunningqueryandwhether
thequeryactuallycancels,especiallywhenthemessagefromthewebpagepopupappears.
Scenario
Result
YoustartaqueryandclickCancelRequest.
Thequeryiscanceled.
Youstartaqueryandclosethebrowser.
Thequeryiscanceled.
Youstartaqueryandanadministratorresetsthe
IISonthesever.
Thequeryisnotcanceled.
Youstartaqueryandleaveyourbrowseridlefor
longerthanthesessiontimeoutspecifiedinRelativ-
ityweb.config,regardlessofwhetheryouclicked
OK orCancelonthemessagefromthewebpage
popup.
Thequeryisnotcanceled.
YoustartaqueryandclickCancelonthemessage
fromthewebpagepopupwithinthesession
timeoutspecifiedinRelativityweb.config.
Thequeryiscanceled.
YoustartaqueryandclickOKonthemessagefrom
webpagepopupwithinthesessiontimeoutspe-
Thequerycontinuestorun.Relativityreturns
youbacktothewaitingscreen(seethefirstrow
Relativity|UserGuide-50
Scenario
Result
cifiedinRelativityweb.config.
ofthistable).
YoustartaqueryandpasteadifferentURL into
yourbrowser,oryourefreshthepage.
Thequeryiscanceled.
8.1.2Frequentlyaskedsearchingquestions
ThissectionincludesfrequentlyaskedquestionsfromRelativityusers.
8.1.2.1MultipleTerms
WhywouldIreceiveanerrormessagesayingmyqueryistoocomplex?
Relativitycan'treturnpreciseresultswhenaqueryincludessearchconditionsthataretoocomplexdue
totheuseofmultiplesearchterms.Toavoidthiserrormessage,simplifyyoursearchcriteria.For
example,searchfor10insteadof50termsinyourquery.Youcansaveandtagyoursearchresultsfrom
eachsimplerquery.Thisapproachallowsyoutosearchontherequiredterms,whileprovidingbetter
results.
8.1.2.2ProximitySearches
Whyaretermsinmyproximitysearchhighlightedevenwhentheydon'tmatchmydefinedW/N
criteria?
Relativityhighlightstermsthatmeettherequirementsofyourproximitysearchaswellastheindividual
searchterms.Thisbehaviordoesn'taffecttheresultsofyourproximitysearch,whichreturnsthe
appropriatedocuments.Forexample,theresultsofaproximitysearchforinstancesoflawwithinthree
wordsoforder( thatis"lawW/3order")includeshighlightedtermsof"law"and"order"whenthey
aren'twithinthreewordsofeachother.Toaccommodatethisbehavior,focusonlyontheresultsthat
matchtheproximitysearchcriteria,anddisregardtheotherhighlightedterms.
8.1.2.3MultipleConditions
WhydomysearchesrunslowlywhenIusemultipleconditions?
Whenyouaddmultiplesearchconditionstoaquery,Relativitysearchesontheseconditionsrelativeto
eachother,whichslowsdownthereturnofyourresults.Forexample,youexperienceslow
performancewhenrunningaqueryonallemailmessagesreceived"afterJune1"and"beforeJune30"
ofthesameyear.Youcanimproveperformancebyusingasfewconditionsaspossible,suchas
excludingthecondition"beforeJune30".Runthequerywithonlythecondition"afterJune1",and
thensortorfilteryourresultstodisplaymessagesreceivedbetweenthedesireddates.
8.1.2.4NestingSearches
CanInestmultiplesearchesinasavedsearch?
Forperformancereasons,wedon'trecommendnestingmultiplesearchesinasavedsearch.Youcan
selectasearchasacondition,butusingmultiplesearchesasconditionsslowsdownthereturnofyour
results.SeetheSearchingguideformoreinformation.
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