How to conduct advanced eDiscovery searches.

There are 3 important tools to use for powerful searches.

1. eDiscovery search syntax and the following are the 3 most important search operators for eDiscovery:

  • Phrases: Encapsulate a group of words with double quotes to search exactly that combination of words. Example: "Hello John"
  • Boolean Operators: You can use AND, OR, NOT when combining terms. Example: ((Beans OR Rice) AND NOT "snow peas") will return all records that contain Beans OR Rice AND that do NOT contain the words "Snow peas".
  • Wildcards: Perform multiple character wildcard searches using the asterisk, * , symbol. Use the question mark, ? , symbol for single character wildcard searches. Example: Bean* will return Beans, Beanies, Beanbags, etc.
  • Fuzzy terms: To find words with similar spellings use the tilde, ~ , symbol at the end of the term. Add a value between 0 and 1 to alter the level of similarity. Example: Need~0.3 may return Needle, Neading, Meeting, etc. Whereas Need~0.8 may only return Need, Nead.
  • Proximity: To find words within a specific distance use the tilde, ~ , symbol at the end of a phrase plus the number of words within. Example: (Beans Rice)~10 will return all records where Beans and Rice are within 10 words of each other.
  • Term Boosting: Increase the relevance of returned records by adding the caret, ^ , symbol with a boost factor, a number, at the end of a term you are searching. The higher the boost number the more relevant the term will be. Example: Beans^5 Rice will make the records with the words "Beans" more relevant.
  • Use a variety of Logikcull-specific metadata fields to filter your results. Type the exact field name followed by the colon ( : ) symbol. Example: language:Japanese will return all records that are flagged as having Japanese text. Example fields:
  • Document_date
  • Document_type
  • Email_fields.read_receipt
  • Exports.download_doc_id
  • file_type


2. Filter Carousel: Logikcull’s search carousel is a powerful analytics tool for discovery that categorizes your data upon upload to leverage for advanced searches. Clicking filters within the columns runs like an OR operator, choosing additional options not in the same column runs like and AND operator. The search carousel works in tandem with the keyword bar search, eDiscovery search syntax, and the bulk keyword search. Here are the top filters users utilize:

  • Document type
  • Tag
  • Ex: Hot, Responsive, Privileged etc.
  • QC (Quality Control) Tag
  • Ex: Has email threads, has revisions, potentially privileged
  • Data rage
  • File extension
  • Email from and recipient domain
  • Company
  • Language


3. Keyword searching

  • Use the keyword search bar to search for key terms. Additionally, you can bulk keyword search if you have a long list of terms.


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