When you select the index and search your document set against it, you run a number of proximity searches to see how close terms relating to hazardous substances occur to the names of the building materials that may or may not contain them. You then build and activate the index so that you can select it in the Search drop-down menu. You leave all other fields at their default settings and save the index. For the Searchable set field, you select a saved search that you have already created called Hazardous Materials searchable set, which contains documents to which you have already applied keywords related to the substances mentioned in your client's email.īecause many of the invoices and emails in your data set contain references to various purchases of building materials made by various departments in the construction company you are helping to represent, you set the Auto-recognize date, email and credit card numbers field to Yes. You might also create an Analytics index for this case with a similar name, so make sure to differentiate them clearly. You call the index Hazardous Materials dtSearch so that you can easily identify it in the Search drop-down menu on the Documents list. To do this, you need to be able to perform proximity, stemming, and fuzzy searches on your data set. You also need to retrieve certain text related to five substances that you know are prevalent in this data, as an employee from the construction company mentioned these specifically in an email to you. It is early in the case, and you need to gain an understanding of the data set. There are roughly three million files relevant to a case you are working on, including emails, email attachments, invoices, and technical manuals related to construction practices and material handling.
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