Search

Different search methods are available to search your data set, which usually contains documents in many forms. Not only the text in these documents, but also the information about these documents (the metadata), can and should be searched.

The Browse method enables you to search just by selecting (parts of) a facet (pie chart). The Timeline allows you to search documents within a specific time frame. All other search methods listed below (Keyword Search, Search within a document, Keyword Highlighting, Batch Search and Search Email) use the query language as explained in the ZyLAB ONE Search Language Guide. Of course, you also search for documents when you use Assisted Review to identify responsive documents.    

Search within a Document

• In Document View, press Ctrl+F to search within a document. Hits are highlighted in pink. 

• The different search highlighting colors as displayed in Document View (yellow for Keyword Search, custom selected color for Keyword Highlighting, and pink for Search within a Document)

  

Browse

Explore documents from global searches. If you do not know yet what you are looking for exactly, you can, for example, explore by custodian and obtain an overview of all documents of that custodian. In addition, facets (pie charts) will help the reviewer to make a mental picture of all the work that needs to be done, and make an estimation of the time needed to complete the review.

Keyword Search

Search for one or more words within a data set. Keyword searches are prone to produce over- and under-inclusive results. Nevertheless, keyword searches are used in many ways. Use search language techniques to improve your result set.

• Select the Search + Query Builder buttons in the top left corner and use Fields to search the metadata, Tags to search all assigned tags and/or Review Status to search documents that have (not) been reviewed.

  

Timeline

The Timeline offers a dynamic display of the documents in your matter, based on date.

• Select the button to view the timeline.

  

Keyword Highlighting

Define a keyword rule that will find and highlight terms (Keywords) in a specific (other than the default yellow) color.

Batch Search

Perform multiple queries at once on your Matter.

Search Email

Email is often the best resource for establishing a timeline of communications. In addition, email can be an especially valuable source of evidence in civil or criminal litigation, because people are often less careful in these exchanges than in hard copy correspondence such as written memos and postal letters. 

It is recommended to create review batches so all emails in an email thread are assigned to one person (similar to families). When a reviewer opens an email in Document View, the email thread will be shown in the Conversation panel (on the left side of the screen). 

• An email thread makes it easier to understand the overall structure of a conversation and to make faster and more consistent tagging decisions. An email or conversation thread is an email message and a list of all of the subsequent replies related to the original email.

• The messages are visually grouped and organized in chronological order. Threads are dynamically built when email messages are processed by ZyLAB Legal Processing. When a new message is processed, it will be put in the right place of the thread it belongs to. It is also possible to search for specific emails and email addresses using keyword search.