Manage Search Settings in a Template

Home > selected Organization > menu or right-click > Settings > eDiscovery Templates > Search Settings
Project > Settings drop-down > Organization Settings > eDiscovery Templates > Search Settings

Requires Organization - Search Settings - View, Add/Edit Permissions

Users in a role with the appropriate permissions can manage the Search Settings in a template.

When you select a template type from the Organization Settings, a user with the appropriate permissions can use the top-level Templates context menu to perform the following action:

  • Create a template by clicking the (New Template) option, which launches the New Template properties dialog.

For a selected template, a user with the appropriate permissions can click the ellipses and use the context menu to perform the following actions:

  • Save to Template – Launches the Save to Template dialog, which enables you to save current settings to an available template, or select New Organization Template, which launches the New Template dialog.
  • Load from Template – Launches the Load from Template dialog, which enables you to load the settings from a System template or Organization template you select using the option. The loaded settings and fields then appear.
  • Select Set As Default, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default.
  • Edit – Launches the Edit Template dialog, which enables you to edit the template name and/or description of the selected template.
  • Delete – Delete a template, which causes the display of a popup asking you to verify the deletion of the template from the Organization

Search Term Report

You can select downloaded report options for a search term report and/or select columns for the report.

Select Options for the Downloaded Report

Downloaded Report Options (.xlsx) — The following options apply to a search term report downloaded in XLSX format from the Search Summary chart on the Reports tab of a result view:

  • Include Per-Custodian Sheets (enabled by default) – By default, includes the per-Custodian sheets that apply to a search term report downloaded in the multi-tab XLSX format. If you clear this option, the downloaded Search Term Report will not include the per-Custodian sheets that apply to a given Search Term Report.
  • Include Per-Batch Sheets (enabled by default) – By default, includes the per-Batch sheets that apply to a search term report downloaded in the multi-tab XLSX format. If you clear this option, the downloaded Search Term Report will not include the per-Batch sheets that apply to a given Search Term Report.

Select Columns and Column Order for the Search Term Report

You can use this area to select columns and the column order in the search term report. Your column selections affect both the displayed search term report information shown on the Reports tab of a search result view, as well as the downloaded search term report.

This area contains the following:

  • Column Number — Indicates the position of the column in the search term report.
  • Column Name — Indicates the Digital Reef name for a column.
  • Custom Name — Use this text box if you want to supply your own column name instead of using the Digital Reef name.
  • Include in Report checkbox — Use the individual column checkboxes for all columns except Clause to determine which columns you want to include in a search term report for a search result set.

Note: The Clause column is required and is always included in the Search Term report. You cannot clear the Include in Report checkbox for the Clause column.

To perform drag-and-drop of a column to change its order, select the icon for a column and drag it to the appropriate spot in the list. This will alter the order of the column.

  • ID — An identifier for the search.
  • Clause — The search clause. This column is always included in the report to ensure that you can identify the search clause.
  • Doc Count — The number of documents or "hits" in the results that were responsive to the associated keyword or search clause. See View a Search Results Report for information on search clause reporting. This release supports top-level clauses only. If you want to search by domain lists, providing only one clause in the query for sentdomains::<domainlist> or participantdomains::<domainlist> ensures that you will see a doc count for each domain in the list. However, if your query includes more than the single clause, you will see one clause and doc count for the domain list as a whole. Even a clause with zero for a Doc Count is listed in the table.
  • Unique — The number of documents in the results that were uniquely responsive to the specific clause.
  • Clause Ratio — The percentage of the total document count providing "hits" (based on meeting the search criteria for the given clause).
  • Duplicates — Per clause, the number of documents that represent duplicates based on family membership (MAG or DAG). A document is a duplicate of another document only if both documents have the same dupe_fingerprint and their parents have the same dupe_fingerprint and have different parents.
  • Family Expansions — Per clause, the number of documents that represent any additional family members (of a MAG or DAG) that were included in the results but did not match this clause. This field will report 0 for a Data Set, or NA for each clause if the Include Families option is not set for the Search.
  • Family Doc Count — Per clause, the number of families, where each family hit represents one of the following:
    • Each document that is not an email or from an email.
    • Each MAG, regardless of the number of email items in the MAG.

    Note: The dedupe counts and filesize are calculated and displayed according to the Project Deduplication setting (under Analytic Index Settings), either the default of Global or Custodial. This setting, which applies for Project Data and views of Project Data, determines the processing of email, reporting of d-dupe counts and size, and how email is handled for an Export that includes duplicates. Keep in mind that reports will only be accurate if you keep the Families intact when running searches and saving documents to different views. This means that you must keep the Include Families checkbox enabled to ensure that Families remain intact for a Save operation (or Include Families for a search).

  • Total DeDuped Docs — Per clause, the number of documents that were responsive to the query, without including duplicate documents.
  • Total DeDuped Filesize — Per clause, the file size (in GB) of the documents that were responsive to the query, without including duplicate documents.
  • Total DeDuped Docs w/Family — Per clause, the number of documents that were responsive to the query, including all of their family members, but not including duplicate documents.
  • Total DeDuped Filesize w/Family — Per clause, the file size (in GB) of the documents that were responsive to the query, including all of their family members, but not including duplicate documents.
  • Unique DeDuped Docs — Per clause, the number of documents that were uniquely responsive to the specific clause, without including duplicate documents.
  • Unique DeDuped Filesize — Per clause, the file size (in GB) of the documents that were uniquely responsive to the specific clause, without including duplicate documents.
  • Unique DeDuped Families (unique deduped documents with family) — Per clause, the number of documents that were uniquely responsive to the specific clause, including all of their family members, but not including duplicate documents.
  • Unique DeDuped Families Filesize (file size of unique deduped documents with family) — Per clause, the file size (in GB) of the documents that were uniquely responsive to the specific clause, including all of their family members, but not including duplicate documents.

Your column selections also affect a downloaded search term report, which you download from the Search Summary on the Reports tab for a search result. This saves the per-Clause information to either an XLSX file, which features a multi-tab workbook of expanded information (the default for this chart) or a CSV file, which contains a single sheet with the Search Term Hit Count information only. When you select this option, you are prompted to name the XLSX (or CSV) file, and you can select a target directory for the file. Note that the XLSX by default includes per-Custodian and per-Batch sheets, but you can control whether or not these sheets are included using the Download Report Format Settings.

Search Settings: Save or Discard Changes

If you do not save your Search Setting changes before navigating away, you will be prompted to either save your changes and continue navigating away, discard your changes and continue navigating away, or cancel your changes and remain in the current location.

  • Save – Saves your changes to the Search Settings.
  • Discard Changes – Discards your changes to the Search Settings.