Accelerator 4 - Analytics through Searching

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Analytics through Searching

This tutorial will guide you through the process of searching your database for specific document sets and organizing these searches to aid your review. It encompasses six short video walk-throughs with multiple choice questions at the end of each video.

The sections are as follows: 

  • Part 1: Introduction and the Analytics Tab
  • Part 2: Basic Boolean Searching
  • Part 3: Saved and Metadata Searches
  • Part 4: Searching on Bates Numbers
  • Part 5: Advanced Search and Filters
  • Part 6: Search Hit Highlights

If you would like receive feedback on your responses to the questions and a follow up about any additional questions you may have, be sure to fill out your name, email address, each of the answers to the questions, and submit your responses at the end of the course.

Click here to begin the Accelerator 4 - Analytics through Searching module.

Course Notes:

  • Whenever starting to learn how to search effectively, the Nextpoint Search Guide is a great resource to explain the different fields available, and best practices for building out searches within the app
  • Use the Analytics page to build out searches to identify different types of documents, search by different metadata fields, identify documents by specific date ranges, and check the progress of coding for relevancy and privilege status across your database
  • The rule of thumb when creating searches is to design them in the following format: Field_name:value. An example would be date:01/11/2002
  • Whenever you build out searches that you would like to use/edit frequently, you can save that search and access it later
  • For those not yet comfortable building out a boolean search starting from scratch, the Advanced Search tool is an easy way to have Nextpoint guide you through creating the search syntax you would like to use 
  • Utilizing search tactics during pre-review and during the review process is highly recommended as they are easy to customize to be broader or narrower as needed
  • Filters are typically used in the post-review process to identify documents for production

 

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