Creating a short message search

After you build the short message search index, you can search it from the Documents tab. For more information on building the index, see Short message search index.

To create a short message search:

1. Navigate to the Documents tab.
2. Click Add Condition in the search panel to add a condition. For more information on the search panel, see Search panel.
   
3. Select (Short Message Search) from the Add Condition fields list.
   The Add Condition - Select Field modal appears.
   
4. Select the desired short message field from the list. For a list of all fields available for short message searches, see the Searchable fields section.
   The Filter modal appears. The data entry fields on this modal vary depending on the short message field previously selected.
   
5. On the Filter modal, do the following:
   1. Choose the Operator. For more information on operators, see Defining search criteria operators.
   2. Enter or select query information, if needed.
   3. Click Apply.
6. Optionally, you can:
   • Add additional conditions by clicking Add Condition and repeating the steps above.
   • Create logic groups to group conditions together by clicking the Add Condition drop-down arrow and selecting Logic Group. Then, drag the conditions into the logic group frames. Use the AND or OR operators to join logic groups. For more information, see Setting up search conditions.
     
7. When finished entering search conditions, click Apply on the Short Message Search Conditions modal. The Short Message Search condition card is added to the Search Conditions list.
   
8. Repeat the steps above to add more conditions or logic groups.
9. Click Run Search to start the search if the Auto Run toggle is not enabled. If the toggle is enabled, the search begins automatically.
   After running a search, the Document list displays all the documents with at least one message or event matching the query conditions.
10. Click the document Control Number in the Documents list to view it in the Viewer.

Messages containing a highlight are identified in the Viewer with a yellow highlight around the metadata icon. Navigate to each one by using the Persistent Highlight navigation buttons () on the top toolbar of the Viewer. For more information on the Viewer, see Short Message Viewer and Short message coding.

If needed, you can create a saved search on the Documents list as you would any other search. For more information, see Saved search and Create a saved search.

Defining search criteria operators

There are five field types in short message search conditions:

• Long text operators
• Fixed-length text operators
• Date operators
• Whole number operators
• Yes/No operators

Each field type works similarly to the standard Relativity field type of the same name, as defined below. The primary exception is long text, which uses advanced text search syntax that is similar to dtSearch. For more information on long text, see Long text operators.

For a list of all fields available for short message, see the Searchable fields section.

Long text operators

Use text queries to search for long text. This enables searching Elasticsearch indexes with a syntax similar to dtSearch.

Elasticsearch index does not support all dtSearch syntax.

The table below shows search string examples and their expected results. You may also search using the Is set or Is not set operators to check for empty or filled values.

Reserved characters and words

Similar to dtSearch, certain characters and words are reserved by the advanced text search syntax and require special handling to be searched.

• Reserved characters: " ( ) % * ? ~ ! / \ + - & | { } [ ] ^ : < >
• Reserved words: AND, OR, NOT, W/N, PRE/N (where "N" is a number)

To search for:

• Reserved characters—insert a backslash (\) before them. Examples:
  • To search for The cat is in the hat!, enter The cat is in the hat\!.
  • To search for the literal phrase, The query should be W/5, enter The query should be W\/5. That is W followed by backslash (\), then forward slash (/), and finally 5.

• Reserved words—use quotation marks around them, either individually or as part of a phrase. Example query: "Bob and Jill went to the market."
  • The word and is automatically searched because, logically, the AND operator cannot be used within a phrase.
  • To search for the word and separately, enter the query as: bob OR "and" AND jill

New syntax rules

As mentioned, the advanced text search syntax and dtSearch differ in their query requirements. Certain queries need specific criteria to be valid with the advanced syntax. These are detailed in the following list.

• Enclose all phrases within quotation marks. If not, a syntax error results.
• Any query containing multiple Boolean clauses must have each clause contained within parenthesis to ensure that the intended meaning of the query is clear.
  • Valid: (apple AND pear) OR (dog AND cat)
  • Invalid: apple AND pear OR dog AND cat
• Follow the NOT operator with parenthesis containing the content to be searched. This clearly identifies the content the NOT operator is acting on.
  • Valid: apple AND NOT (pear)
  • Invalid: apple AND NOT pear

Proximity operator (W/N, PRE/N) limitations

Compared with dtSearch, there are a few limitations described below on how you can use the two proximity operators.

• Do not use AND with proximity operators.
  • Invalid: (cat AND dog) W/7 bird
• Do not nest proximity operators.
  • Invalid: (cat W/3 dog) W/5 bird
• NOT cannot be used with W/N or PRE/N.
  • Invalid: cat NOT W/5 dog

Analyzer and wildcard behavior

Relativity’s short message search indexing uses Elasticsearch’s standard analyzer. This analyzer determines the rules for segmenting words into tokens, similar to the function of dtSearch Alphabet and Noise Word files. Unlike those configurations, it does not require any customization within RelativityOne.

The standard analyzer follows Unicode rules for word breaking and punctuation, typically removing punctuation marks. For instance, bite-sized would be processed as bite sized, with the word being treated as two separate tokens. There are edge cases where punctuation is indexed, especially with uncommon punctuation or foreign language text. However, the underlying rules are not consistent enough to be reliably summarized or predicted.

This may lead to overly inclusive results in the case of words with punctuation in them.

For example, bite\-sized escaping the hyphen character with a backslash, will match both bite-sized and bite sized. The hyphens are treated as whitespace in both the search term and the indexed text.

The behavior differs when using wildcards (* or ?), since search terms with wildcards are not analyzed. Search terms containing punctuation, such as hyphens, are processed exactly as they appear, with punctuation included in the search.

• For example, bite\-siz*, with the hyphen character escaped using a backslash, will not match any entries because the escaped hyphen is searched for but is not in the index.
• There are multiple options for working around this behavior:
  • One is to search for the word both with and without punctuation.
    • This will cover normal cases, plus any potential edge cases where the punctuation is present in the index.
    • For example, bite\-siz* AND bite siz*.
  • Another is to use the proximity operator. Example: bite W/2 siz*

The table below provides examples:

Fixed-length text operators

Fixed-length text values are entered using a simplified syntax relative to that of long text operators. Both single character wildcards (?) and multiple character wildcards (*) are supported, as well as escaping those characters using the backslash (\).

• Single character example:pa?s would match on both pads and pass when using the Matches operator.
• Multiple character example:d*ing would match on daring, dashing, and dancing.
• Escaping example:Did the query work\? would match that sentence including the question mark.

Fixed-length fields support the following operators: Matches, Does not match, Is set, and Is not set.

Date operators

The following operators are available for date field types. Values should be entered in UTC rather than your local time zone.

Whole number operators

The following operators are available for whole number field types.

Yes/No operators

The following operators are available for Yes/No field types.

Searchable fields

All searchable fields for short message searching.