Explore Panel
IN THIS ARTICLE:
The Explore Panel lists, in a hierarchical folder structure, the types of documents that can be added to the Search Scope panel and then have a Search Term query run over them. Use the dropdown menu to select Collections, (Relativity) Folders, and Saved Searches, or any combination of these types of document lists. The plus icon can refresh the lists or add a new collection.
A collection is a static list of documents you can search over, similar to a Saved Search but not dynamic. If the Collection has an hourglass, this means it is being created or deleted, and its Edit option does not display.
The purpose of the Explore panel is to be able to add documents in the system to the Search Scope Panel and run a search over them. Documents available in this workspace are organized in a hierarchical structure into various schemes, e.g., Collections, Relativity Folders, Saved Searches, etc. The Explore panel lets you select documents and add documents from these different organizational schemes to the Search Scope panel, then run a search using the Search Term Panel on the right. The Search Scope is what the search is run over. When you click on the carat icon, the dropdown menu shows the following sections:
- Collections
- Relativity Folder
- Saved Searches
- Search History
- Saved Queries
Actions for each type
Left-click on a section, for example, Collections, to see the list of available action options. For each of the options listed above (except Delete), there is another list of sub-options for these actions that you will see when you click on the action option.
Collections
Collections are the standard way that DART teams do their day-to-day work. A collection is just criteria associated with documents. It's similar to a Saved Search but static, in contrast to a Saved Search that can have documents dynamically added. Collections are based on fields, for example, 'Relevance' or 'Responsive' as the criteria. Collections, when selected, display the existing collections organized in a hierarchical folder structure. You can view the collection properties and compute expanded/pivot counts for the collections. This action can be done at the folder or collection level. Collection settings display the basic information of the collection: Name, Location, Visibility Level, the Collection Criteria Formula, and the Validation Counts. You can edit the collection Name, Location, or Visibility Level by clicking the EDIT button. On the edit page, you are also able to view the detailed collection criteria rows added during collection creation. You can view, add, update, delete collection notes, and create a Saved Search using the collection so that it is available outside of the DART application. You can do Bulk Edit Coding on an entire collection and copy Document IDs, Collection IDs, Collection Name and Collection syntax, export Document IDs, and archive or delete the collection.
Collection options at the folder level
Collections has different action options depending if you are at the folder or the Collection level in the hierarchy.
Drill down to the folder level to access these options:
Collection options at the Collection level
Drill down to the Collection level to access these options:
Relativity Folder
Access the available Relativity folders through this pane. Left-click to access the available list actions: View, Copy, Export, Bulk Edit Coding, and Create Collection.
Saved Search
In contrast to Collections, a Saved Search is a dynamic list of documents. Saved Searches can be based on changing field value criteria such as 'Relevance' or 'Responsiveness,' a saved set of criteria that returns the latest documents that meet the criteria. If you have a Saved Search for all documents marked as 'Responsive,' the Saved Search changes as documents are reviewed. Left-click to access the available list actions: View, Copy, Export, Bulk Edit Coding, and Create Collection.
Search History
This panel records a temporary history of the search terms the user has executed in the current search scope. This history shows both personal and workspace history and persists for 30 days. Left-click to access the available list actions: View Last Results, Re-execute, Combine & Execute, Copy, Export, and Update Visibility. Search History lets you run a new search over a previous search that ran before. Bring up a previous result as a Search Scope scope and then the saved queries. Basically, Search History lets you drill down in iterative searches to run a search to fine-tune it.
Saved Queries
This panel displays the saved queries organized in folders. A query entered in the Search Panel can be saved by using the SAVE button under an existing folder along with desired visibility level for the saved query item. You can create sub-folders under folders and execute a saved query against the currently selected scope. Left-click to access the available list actions: Update Visibility, Combine&Execute, Export, Delete, etc.
