Searches in Excel

This technical note will discuss searches of specific terms by using an Excel spreadsheet created from a supplied template (link at bottom of page). The user may copy into the spreadsheet multiple search terms, one per row. The spreadsheet automatically generates links to search results in the Lexbe eDiscovery Platform (LEP).

The Benefits of the Keyword List Spreadsheet

The spreadsheet template is particularly helpful when dealing with large numbers of search terms to review in a case (up to 1,000 search terms are supported in the template). By enabling searches to be produced from a spreadsheet link, much time can be saved in a large review. This is particularly helpful when responsiveness and privilege reviews are to be done primarily on the basis of searches, rather than linear document review. Within LEP, the document sets returning from search results can be mass tagged to Responsive and/or privilege with multi-doc edit. Finally, when the documents are opened in the document viewer from the search results, search terms will be highlighted in the Hits and Text tabs in the Doc Viewer.

General Instructions

Download the zip file (attached below) to your local desktop, expand the zip file, and open the Excel Spreadsheet. Usage instructions are as follows:

Enter keywords in Column A (up to 1,000 rows).Keywords entered will produce links in Column B.Log into LEP and select the case. Click on the link, log into LEP (if needed, browser dependent) to reach the search page. Search results will display in the box on the left.Use single keywords or Boolean modifiers such as AND or OR (e.g., Skilling OR Enron). Wildcards * (for everything remaining in word) and ? (for one character) can be used (e.g., "Fast?w" or "Fast*"). The result after clicking on the Link will look like this:

Search terms that are very long may not work properly and certain unusual characters may not work (both browser dependent). We do not support this spreadsheet as part of LEP, Its functionality will vary depending on the version of Excel and the Browser used. It is intended for a power Excel user. Download Search Links From Keyword List Template attached to the bottom of the page.

Save and Share Searches

Enter a keyword and click on the Search button in the Search text box to automatically preserve the search record on a list view under the Recent section and create a filter hyperlink to open a specific set of documents. The default link titles are in the Recent Search YYYY-DD-MM format. To rename, click the Edit hyperlink. The user may pin and share the most used searches, delete existing records or Cancel. The Search Quick Links section is divided into three subsections:

Shared. View shared searches under this section. To share or unshare searches with users in the current case click the Edit button. When the Shared/Pinned Searches dialog box appears, check or uncheck the shared icon check-box. This option will share searches with all current users that have access to the case.Pinned. Click the Edit hyperlink, select a recent search by the title and then use the check-box under the pin symbol to pin searches. Click OK to save changes or Cancel. The pin icon will move the selected recent search up to the Pinned section. Recent. Shows the most recent search history applied. The screen displays the five most recent searches. Click the Edit hyperlink for a full list of searches.

Upload to Cases and Share Excel Search Terms

Prepare search terms using the Excel spreadsheet templates and upload it to the case for shared (read-only) access.