eDiscovery Searching: Tips & Tricks for Indexed I/O

eDiscovery Searching: Tips & Tricks

Running searches in any eDiscovery review platform can be a tedious task for even the most experienced of reviewers.  Indexed I/O is one of the most user friendly platforms I’ve worked with, but even then some searches can take time to put together in order to hit on the documents you are looking for.  There are several different methods for searching in our platform.

Keyword Searching

The first, and easiest way, is keyword searching,  Just type your keyword into the search bar at the top of the page:

Key Word Search Bar

Key Word Search Bar

As you type your keyword, the system is searching in real time for you, and displays the results at the top of the page.

When you double click on the first document that hits on your keyword search, you will see a preview of the terms on the bottom right of the screen making it easy to know if the keyword you are looking for is also being used in the correct context.  This preview panel will be available for any keyword searches, including advanced searches.

Search Hits Preview

Search Hits Preview

Using Filters to Search

The second way you can search, is using the filters that our platform provides for you.  When your data is processed there are system tags that are generated automatically to assist you in your document review.  For example, there are “Potential Social Security Number”, “Potential Personal Information”, and “Potential Credit Card Number”, as well as Email Domain tags to help you grab either specific domains or exclude domains, such as junk emails.

Using the Filter Option

Using the Filter Option

Advanced Search Mode

The last option to run a search is the “Advanced Search Mode”.  Simply click the down arrow at the end of the search bar at the top of the page.  This drops down the Advanced Search panel, and this is where you can run simple searches such as who an email is To or From:

Advanced Search - Email To and From

Advanced Search – Email To and From

Or you can run very complex searches such as this one:

Advanced Complex Searching

Advanced Complex Search

 

Steps Taken to Create the Advanced Complex Search

For the Advanced complex search shown above, these are the steps you will take to create a similar search:

  1. You will first decide if you want to include any documents that are duplicates or not.  If you do NOT want to include duplicates you will first use the filter option to exclude any documents with a system tag of Duplicate, Custodian Duplicate, or Collection Duplicate.  Tag the results with a new tag, such as “De-Duped Set – 01-01-17”.  If you want to include duplicates, skip this step.
  2. Click the down arrow at the end of the search bar located at the top of the page.  Select your fields, such as Collection if you want to only search specific ones.  You will click on the field  you want to use and drag it to the right where the box says “Search Expression”.  Next you will click on the “Tags” field and drag that over, select the new tag you created in step one.
  3. This is where the search can get more complex.  Click and drag the “Group” option over to Search Expression.  Next, click and drag a second “Group” on top of the first one so it nests.  This option is if you need more than one search term to be found.
  4. Change the toggle on the inside nested Group option to “OR”.  Select your text fields and drag them into the inner most Group, and drop them there.  Type in any keywords you are searching for.  You can then “Search” this advanced search, or you can “Save” it and then search it.

Keep in mind this is just an example of a complex search, you can use whichever fields you need in order to find your documents.  To see this search ran in real time, watch the video below or at https://youtu.be/54fWGiqu3eQ!