Searching in DISCO Review is similar to other database tools you may have used in the past, such as Westlaw or Lexis Nexis. Like these legal research databases, DISCO Review uses Boolean search operators. We recommend you use this guide as a resource to reference these operators as well as the different search terms syntax available for use to filter or expand your search results. In particular, this guide provides three ways to quickly improve your searching in DISCO Review, along with some useful search terms in the appendix.
By default, DISCO Review treats any word you put into the search bar as a keyword search term. Search terms can be of words or phrases (when enclosed by quotation marks) located in the body of a document, or within a specific field of information, a document possesses, such as its metadata, work product (such as an applied tag or redactions) or other attributed characteristics. It is important to note that search queries that do not specify a field in the search syntax automatically search the following:
- Document text
- Document notes
- Subject line
- Author information
- User defined fields
For more information on searching specific fields, see the DISCO Review Search Manual.
DISCO Review allows the use of Boolean operators to create more complex search strings. The easiest way to conceptualize how Boolean operators expand and contract your search results is to think of them as a Venn diagram where the search terms are the circles, and the areas where the circles overlap represent the documents that have a common search term (using the “and” or “&” Boolean operator), the areas where the circles do not overlap represent the documents that do not share the specified term (the “not” or “%” Boolean operator), and the complete areas of all search term circles combined represent the documents with any one or more of the search terms (the “OR” Boolean operator, or its implied equivalent, a space between the search terms).
Clicking the folder icon lets you navigate documents within your folder structure. Clicking a folder name adds a filter to your search criteria, showing you by default that folder's contents as well as any contents of subfolders within. You can turn off the option to include subfolders by setting the Include documents in subfolders toggle to NO. This will only show the contents of a particular folder and not its subfolders. Documents can be added or removed from folders using the folder icon on any search query (or selection inside the query).
With this conceptual understanding of how search works in DISCO Review, here are some common search terms available for use in DISCO Review when looking for documents:
|Search term||Example search||Description|
|Tag||tag("Hot")||Find all documents tagged Hot|
|Email Recipient||recipient(firstname.lastname@example.org)||Find all emails sent to email@example.com|
|DISCO ID||id(1234)||Find document with the randomly assigned DISCO ID 1234|
|Ingest Session ID||IngestSessionId("IngestSessions/1")||Find all documents ingested during ingest session 1|
|Custodian||custodian("Andy Zipper")||Find all documents ingested from custodian Andy Zipper|
|Document Type||type(word)||Find all Word documents|
|Responsive Tag||tag("Responsive")||Find all documents tagged Responsive|
|Date||date(after 11/01/2010)||Find all documents with a sent date (email) or a last modified date (non-emails) after 11/01/2010|
|Bates number||batesnumber(Enron 000367)||Find document with the Bates number Enron 000367|
|Email Subject||subject("Re: contract pending")||Find all emails with the subject Re contract pending. Note: When searching documents, the punctuation, such as the colon in the original subject line here, is removed.|
For a training video about DISCO's search and review features, see DISCO 101: Search & Review.