Learning Tutorial - Basic Search

Lexbe eDiscovery Platform (LEP) Search Strategies

        This search exercise will take less than 20 minutes to complete and utilizes various search techniques in LEP

    Part 1: Sample Data Set Processing & Ingestion

    Part 2:  Case Keywords Set-Up

    Part 3: Search Exercises

    o     Simple Search

    o     Stemming Search

    o     Boolean

    Part 4: Search & Filter


        Part 1. Sample Data-Set

þ  Sample Enron data-set available to download at bottom of page

þ  Ingest email PST file into LEP. Instructions on adding documents to LEP can be found here

    o   Sample PST is 3.89 MB

    o   The processing takes less than 10 minutes

    o   The PST file renders 54 documents

    o   Additional information can be found here on ESI processing in LEP


        Part 2. Case Keywords

        Applying case keywords will keep specified terms persistently highlighted without having to re-run the search. This         feature is also used to manage a list of terms in a set of documents, without having to select filters or open the             Search page (no advanced search terms).

þ  Set up Case Keywords for the following Boolean search term query:

                                                     symes OR migration



        The Case Keywords will appear highlighted in the OCR and HTML viewers if the terms are available in the                        document.


                             ** Note: The Case Keywords will be persistent until a user modifies the list by navigating to Case > Case Keywords > Edit


        Part 3.  Search Exercises

                A.     Simple Search

þ  Enter the following search term:              Montana

(The search will recall 7 documents)



                B.   Stemming Search

þ  Enter the term “trade” into the search bar and check the option for Stemming Search. 

(The search will recall 15 documents)


                C.      Boolean Search

                     þ  Enter the following search string:             prebon AND deal

(The search will recall 5 documents)



þ  Enter the following search string:             enpower w/10 peak

(The search will recall 8 documents)


        Part 4.  Search & Filter

           In addition to search, LEP allows search results to be further targeted with the ability to apply filters. A simple               search for “Symes” will result in 52 hits. To narrow those results, a filter for emails sent to a specific person can            be applied.

þ  Enter the search term:                            Symes


þ  Filter using filter option under General Coding in the field ‘To’:    

                                                           Kimberly Hundl

(The search and filter will recall 2 documents)

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Aug 28, 2018, 12:30 PM