Eclipse has a built-in search engine that allows users to search discovery within the program. The search engine searches documents and field information within seconds. There are different options to search within the program including quick and advanced searches.
Quick Search
The quick search bar is located at the upper left-hand side of the workspace as shown in Figure 1.
Figure 1. Quick search bar highlighted in yellow.
To search, enter a term in the quick search bar. Then hit enter or click the magnifying glass icon. Figure 2.
Figure 2. Running a quick search on the quick search bar.
After you enter a term, and the search is complete a second tab will open. The tab will appear in the Documents pane with the results of the search. The search example in Figure 3 shows seven documents found.
Figure 3. Documents Pane: Search results tab and number of documents found.
Records in the search results tab are just like records in the Case View tab. To view a record, click on it. The search will also appear in the Case Folders Tab of the Left Slide-Out pane under Search Results.
You can conduct multiple searches at the same time. There are two ways to track which tab corresponds to which search. Either hover over the search result tab to see the searched term or single-click on the desired search in the Case Folders tab and it will take you to the corresponding tab.
Figure 4. Search results appear in the Case Folders tab and hovering over the search results tab shows the search term associated with it.
Sometimes your search term will be highlighted in the Image View tab of the Documents Details Pane. Whether or not this happens depends on the type of document and how the database is setup. Figures 5 – 6.
Figure 5. Eclipse Workspace showing quick search results in the Case Folders tab, a search results tab in the Documents pane, and highlighting in the Image View tab of the Documents Details Pane.
Figure 6. Quick Search Results – Documents Details Pane: Image View with highlighting. Use the navigation buttons in the Image tab to navigate between search matches within a document.
The navigations buttons in the Image tab toolbar can help you quickly move from found search term to found search term in a document. Figure 6.
Searching by BATES Number
The Case View tab in the Documents pane displays the number of records in the workspace. This tab may also display the record’s image key which in most cases is the Bates number of the discovery in the Publish case. To see the record’s image key click on the dropdown menu next to record and select ImageKey. Figure 7.
Figure 7. Changing Case View tab options to see the Image Key of a record.
One advantage of seeing the ImageKey of the record is that it allows for documents to be searched by the Bates number. To do this, enter the number in the identification field and press ENTER. If the specified record exists, the record will be displayed. However, if the specified record does not exist, the identification field will populate an existing record number in red text. Figure 8.
Figure 8. Example: search for bates D-000064, a non-existing record, populated the identification field with an existing record number in red.
Saving Search Results
You can save search results in the Left-Slide-Out pane, right-click on Saved Public Searches, select Create a Folder, and enter a folder name. After you create a folder, right-click on the desired search results, click Save Search, save search as Public, select a folder, and give the search a name. If no folder is selected, the search will be saved in the Saved Public Searches section. Figure 9. For a video on how to conduct a quick search and save the results, see video 1.
Step 1. Create a folder in Saved Public Searches.
Step 2. Enter a folder name.
Step 3. Right-click on search to be saved and select Save Search.
Step 4. Enter a Search Name and select the Public Folder.
Step 5. The saved search will appear in corresponding folder.
Figure 9. Saving search results to a folder in the Case Folders tab of the Left-Slide-Out Pane.
Video 1. Vendor video: quick search.
Advanced Search
Eclipse has a broad range of advanced search options that are also available in an IPRO Publish case. With Advanced searches you can search fields, folders, document or page tags, use basic search operators, and combine multiple search parameters. The advanced search button is located on the right-hand side of the quick search bar as shown in figure 10.
Figure 10. Advanced search button.
Click the advanced search button to open the Advanced Search Dialog box shown in figure 11.
Figure 11. Advanced Search Dialog box.
There are numerous advanced search options available to you. To run an advanced search, you must at least determine the type of search, fields, and operator you would like to use.
Here is a list of some of the available search options:
- Categories
- Custodian
- Doc Tags
- Duplicate Value
- Embedded Text
- Folders
- Full Text
- Key Fields
- Page Tags
- Production Job
- Production Key
- Redaction Categories
- Review Status
- Sticky Note
- Transcripts
For a full description of searches please visit Types of Searches in Eclipse SE.
Some common advanced searches are:
- Doc or Page Tags — allows for searching documents or pages that have been tagged with a specific document or group tag.
- Folders — allows for searching documents that are included or not in a private folder. This search can be combined to find specific search terms within that folder.
- Full text – this is the simplest search given that it will look for words or phrases in one or multiple fields.
To conduct an advanced search, you can select the type of search, the fields you would like to search, the operator, enter the term(s), and click search. Just like a basic search, another tab will open in the Documents pane with the results of the advanced search. The search term may also be highlighted in the Image View and the search can be saved, if desired. Figure 12 and video 2.
Figure 12. To run an advanced search, select the type of search, the fields, the operator, and enter the search term(s).
Video 2. Vendor video: advanced search.
As always, if you run into difficulty or have questions NLST is available for one-on-one training. To schedule, email Kelly_Scribner@fd.org.