Terms regarding searching - we will get into these at session 04 but these are provided at this first session for brief review in getting started with Relativity.
Searching
Relativity includes flexible search features designed to facilitate the document review process. These easily accessible features support a range of searching needs from filtering on fields and simple keyword searches to the development of complex queries. The following list summarizes the searching features available in Relativity.
Filters
You can use filters to limit the documents or items that appear in item lists on Relativity tabs and pop-ups. When you enable the filters for an item list, you can set criteria on single or multiple fields so that only matching documents or items appear in the view. Filters query across the searchable set of documents in the active view to return your results. Relativity supports multiple filter types so that you can easily choose the best format for different field types. See Filters.
Keyword searches
You can run keyword searches from the Documents tab and from Dynamic Object tabs. With these searches, you can leverage the basic functionality for querying the SQL full-text index populated with data from extracted text fields. The keyword search engine supports the use of Boolean operators and wildcards. As the default search engine in Relativity, keyword search automatically populates with extracted text during data import. See Keyword search.
Saved searches
These searches provide you with the functionality to define and store queries for repeated use. With flexible settings, you can create a saved search based on any Relativity search engine, assign security permissions to it, and define specific columns to display your search results. Saved searches support the development of complex queries that you build using a form with search condition options. These queries run dynamically to ensure that updated results appear when you access a saved search. See Saved searches.
dtSearches
Available on the Documents tab, you can use the advanced searching functionality to run queries with proximity, stemming, and fuzziness operators, as well as with basic features such as Boolean operators and wildcards. System admins can create a dtSearch index for a specific subset of documents in a workspace, and then assign security to it. They must manually update indexes when the document search sets used to create them are modified. See dtSearch.
Lucene Search
The Lucene Search option provides you with a way to search on long text fields stored in Data Grid for any Data Grid-enabled workspaces in your Relativity environment. Once you enable it, Lucene Search is available in the search drop-down, along with your Keyword Search, dtSearch, and Analytics indexes. The Lucene Search includes single-term search, exact phrase search, wildcards, fuzziness, proximity, Boolean operators, and grouping. See Lucene Search . Lucene is able to achieve fast search responses because, instead of searching the text directly, it searches an index instead. This would be the equivalent of retrieving pages in a book related to a keyword by searching the index at the back of a book, as opposed to searching the words in each page of the book.
Analytics
Supporting conceptual searching, Analytics includes documents in a result set when they contain similar ideas or conceptual relationships, rather than matching specific search terms or conditions. You can create searches with Analytics that categorize your documents based on the concepts contained in a sample document set. Instead of categorizing documents, you can also perform clustering, which uses specific algorithms (system-defined rules) to identify conceptually related documents. See Analytics.
Regular expressions
Regular Expressions (RegEx) is a form of advanced searching that looks for specific patterns, as opposed to certain terms and phrases. With RegEx you can use pattern matching to search for particular strings of characters rather than constructing multiple, literal search queries. You can use RegEx with a dtSearch index using dtSearch syntax options to construct complex queries.
Additional features
Relativity provides additional features that make searching easily accessible from the Documents tab. With the search condition option, you can build queries using the same condition options available for saved searches.