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Tagging Text Hits
When using the Database Query Builder or its related Full-Text Searching Tools to search through large amounts of case records, its more efficient to Tag Text Hits rather than manually flagging documents which contained the specified keywords or strings of text within the search results. You can also quickly generate more focused search queries with the Database Query Builder afterward by directly targeting these tagged records. In order to use this tagging feature, you must first create at least one tag-enabled Custom Metadata Field for your Case Directory:
Creating Custom Metadata Fields for Text-Tagging
1.From the Menu of the Main User Interface, select Index > Modify Fields.
2.The Modify Fields utility opens. Click on the + Add Field button located at the top-left in the Toolbar. The Add Field window opens.
3.Enter a Name for the new custom field, observing the following rules:
i.The following characters cannot be used for field names < > : " / \ | ? *
ii.Field names cannot begin with a number.
iii.Field names are case-insensitive, and must be unique. For example, "data" = "Data" = "DATA" when naming fields.
4.Choose either Tag (Boolean) or Numeric from the Type drop-down menu.
a)Tag (Boolean) fields populate with Y once tagged to indicate that the target text was located within that record. Otherwise, N populates instead.
b)Numeric fields populate with the frequency that the target text is located within that record.
5.Click on OK to create this new field. The Add Field window closes, and the Add Another Field prompt opens.
6.To create more custom fields for text-tagging, select Yes and repeat steps 3-5 for each new field. Otherwise, select No to close the prompt.
7.Click on Close at the bottom-right of the Modify Fields utility. The LAW PreDiscovery prompt appears.
8.Select Yes to save these field changes to your Active Profile. You are now ready to Tag Text Hits within your Case Directory.
When using the Tag Text Hits feature, some Near-Duplicate documents may not match the same search criteria, and thus are excluded from being tagged. In these instances, you can instruct LAW to apply that same tag to those Near-Duplicates by using the Promote Tag to Near-Duplicates tool:
Promoting Tags to Near-Duplicates
1.Ensure that Near-Duplicate Analysis has been performed on the active Case Database, and that the Tag Text Hits feature has been used on one or more case records.
Refer to the Near Duplicate & Email Thread Analysis Utility for more information.
2.Open the Promote Tag to Near-Duplicates tool from the Menu of the Main User Interface by selecting Tools > Promote Tag to Near-Duplicates....
3.In the Source Tag drop-down, select the text-tagged Custom Metadata Field that you wish to have applied to Near-Duplicate documents.
4.In the Destination Tag drop-down, select a tag-enabled Custom Metadata Field that you wish to have tagged for those Near-Duplicate documents.
i.This can be the same Metadata Field chosen for the Source Tag.
ii.Selecting <Create New Tag...> will allow you to create a new Custom Metadata Field after complete step 6.
5.Check the box next to the left of each setting you wish to enable:
1)To apply the Destination Tag to all applicable Near-Duplicate Families, enable the Promote tag to parent/attachment familes option.
2)To view newly tagged Near-Duplicates within the Standalone Grid View, enable the View results in grid when operation is complete option.
6.Click on OK at the bottom-right when you're ready to initiate the tagging process.
i.If you selected <Create New Tag...> as the Destination Tag, the Add Field window opens. Follow steps 4-6 of Creating Custom Metadata Fields for Tagging (shown above).
7.The Promote Tag Status dialog opens, indicating the number of case records that were affected. Click OK to finish the tagging process.
i.The Standalone Grid View will now open and display any results, if the appropriate setting was enabled.