Finding needed documents in a data set can often feel like trying to locate the proverbial needle in a giant stack of hay.  By learning effective strategies for how to conduct a search, you can save time, become more efficient, and ensure greater reliability and precision in gathering the records you need. 

1. Search Like a Pro
Tips and techniques for searching
in desktop Review

2. Private and Confidential – Copyright 2020
Finding needed documents in a data set can often feel like
trying to locate the proverbial needle in a giant stack of hay.
By learning effective strategies for how to conduct a search,
you can save time, become more efficient, and ensure greater
reliability and precision in gathering the records you need.
Search Like a Pro

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Main Search Bar
Search Like a Pro - 3 Methods of Search
Advanced Search
Search Expression bar

4. The Grocery List

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Scenario: You need to test search terms for a meet and
confer in order to edit common terms to specific
relevance. You begin with a list of potential terms that you
would like to whittle down.
Workflow:
• Run basic searches from the main search bar
• Refine these searches further by means of the search
expression bar
• Explore more complicated search queries by making
use of search syntax
Let's do a Hands-on

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Search Syntax – Booleans and Wildcards
Which Boolean is right for you?
“ ” (quotation marks)
To search for a phrase, enter the phrase the way it
normally appears. Use quotation marks around a
phrase to ensure that connector words are
interpreted as part of the phrase.
Example: “profit and deficit”
* (asterisk)
An asterisk represents zero or more characters. It
can be included anywhere in a search term.
Example: automo*
Results: In the first case, results will include records
containing terms such as “automobile” and
“automotive.”
? (question mark)
A question mark represents a single character.
Example: su?
Results: Results will include records containing
words such as “sun” and “sum."
Which Wildcard do you need?

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Search Syntax – Booleans and Wildcards
(Jim or James) AND
Murdoch
(Apple* OR Google*)
AND patent*
Consolid* Almagamat*Amalgamat*

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Search Syntax – Fields and Tags
[custodian] Charley Hoover
[mail to] NC Jeff Conner
[Doc_Tag] Responsive
[Redaction] Attorney Client

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Search Syntax – Proximity and Relational
(Jim OR James) w/2
Murdoch
[creation date/time]
GE 01/01/2013 AND
LE 12/31/2013
[PRODBEGDOC] =
NULL

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Stemming, Phonetic, and Fuzzy
Term: infringement
Variations: infringements, infringing, infringed
Search: infring:ST
Stemming
Search: Charlie:PH
Finds: Charlie, Charly, Charley
Phonetic
Publicly:FM
Government:FMFuzzy

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Scenario: You have now constructed and agreed upon terms and date
ranges with opposing for specific custodians. Next you need to:
• Final edits to Search Terms
• Import search terms
• Build searches to exclude privilege
• Exclude produced documents (Def and Plaintiff)
• Search only specific custodians: Charley Hoover and Arianna Akers
• Search date range: 01/01/2013 - 09/30/2013
Let's do a Hands-on
This Photo by Unknown Author is licensed under CC BY-SA-NC

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Import Search Terms
Search Like a Pro - Advanced Search
Type of Search

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Select Fields (per type)
Search Like a Pro - Advanced Search

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Search Options
Search Like a Pro - Advanced Search
Building

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Scenario: We have received a new request from opposing counsel to
produce additional documents. They have provided a detailed RFP which
now contains new custodians and date ranges.
• Existing Custodians: Charley Hoover and Arianna Akers
• New Custodian: David Noble
• Dates: Extended through 12/31/13
(originally 01/01/13 – 09/30/13)
• Exclusions: Privileged/Produced
• New Responsive terms added to existing
Pop Quiz!

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• What is your final doc count?
• How many searches did you create?
• How did you build the searches?
• Which searching method(s) do you prefer?
• What is a challenging search you have had to complete in
one of your cases?
Results

17. Thank you!
For additional information on Ipro for desktop, go to
iprotech.info/techshow20desktop