USING SEARCH TERMS REPORTS AND PERSISTENT HIGHLIGHT SETS Flashcards
Search Term Reports
What are the high-level guidelines?
- Define saved search to use as the Searchable Set
- Confirm your dtSearch index includes all the docs in the Searchable set
- Select the Tag Hits toggle to create a multiple object field for the search term report
- The system automatically preserves the precise order in which the terms were entered when generating a report.
- When using STR as a Persistent Highlight Set source highlights will not appear until the STR is run.
Search Term Reports
How can Unique hits help you?
Unique hits can help you identify terms in your search terms report that may be overly inclusive.
Search Term Reports
How do you add highlights to terms that appear in your documents?
You must create a persistent highlight set for highlighted terms to appear in your documents.
You set the Highlight text and background colours in the STR when you enter/edit the terms
Search Term Reports
What is the default highlight colours?
By default, highlighted terms appear as black text with an orange background.
Search Term Reports
What is the maximum number of characters for a single term?
A single term has a character limit of 450.
Search Term Reports
If you delete terms but do not re-run the STR do the terms remain or disappear from the results?
Disappear
You must run the report again for accurate totals in the status bar and when using View Term Report.
Search Term Reports
How can you easily provide someone with access to STR results?
In the Field Tree view, you can right-click on the tag for the STR or specific Search Term and email link. (Or copy link to clipboard)
Search Term Reports
Can you create a saved search based on a specific term from an STR?
Yes
You would use the STR field as the conditions and then within that choose the specific terms you want to search for
Persistent Highlight Set
Why might you use multiple Persistent Highlight Sets?
With multiple highlight sets you’ll have better organization and control over highlighted terms. For example, you may want to create highlight sets for:
Key Terms
Privilege Terms
Specific Issue Terms (unique terms)
You can visually group related terms by assigning a different highlight colour to the terms in each highlight set.
Persistent Highlight Set
If the word apple exists in two different Persistent Highlight Sets configured as Blue in one and Red in another,
What colour will the word apple be highlighted with, assuming both PHS are active for the same term?
Purple
It will combine the two colours
Persistent Highlight Set
What can happen if you create a PHS whilst reviewers are reviewing documents?
Creating Persistent Highlight Sets while reviewers are actively reviewing documents can cause errors.
Persistent Highlight Set
What’s the difference between using
-Highlight Fields
and
-Terms
Highlight fields require a field such as the one created when setting up an STR
Terms are simply entering in the terms in the PHS screen. Doesnt require an STR
Search Term Reports
What is the searchable set?
This would a search that identifies the documents to be included for the STR. It will return the long text field where extracted text is stored and that dtSearch would have used.
Persistent Highlight Set
Using Highlight Fields Source what fields are recommended for using as a source?
Relativity recommends selecting a Search Terms Report or the Domains field as your highlight fields source.
Persistent Highlight Set
When using an STR field as the Highlight Field Source, will terms get highlighted if they were set up in the STR using dtSearch or Boolean operators or wildcards etc?
Yes, Persistent Highlight does work with these and will highlight.
It also understands:
- proximity searching
- Stemming character ~
