Saved Searches

Saved searches keep your reviews organized - and they're the foundation for building eDiscovery production sets in Logikcull.

Saving a search 

To save a search for specific parameters or sets of documents, press Save to the right of the search bar. 

Fill out the Save this Search popup. At the very top, icons show number of documents, pages, and storage size of your saved search. 

1. Name: Name your saved search. This defaults to today’s date.

2. Description: Optionally, add additional detail that might not fit in the title (e.g., “priv docs to QC”, “responsive to RFP 12”, etc.)

3. Lock this search: Locking the search will create a static set of documents. This means, that even if the tagging changes for the documents, the locked search will remain the same. 

   1. Include Families (i.e. attachments): After locking a search, you also have the option to pull in family members that are related to the documents in your locked search and make them a part of the locked search population.

      Important

      Logikcull will grey out the Include Families checkbox if doing so would push your total Save Search document count over 100,000.
      
      In this case, save and lock your search without families at its current count, then select the Include and group family members checkbox during Step 1 of creating your download. Instructions can be found in our Download Productions article.

4. Number of Review Sets (batches): upon locking a search, you also have the option to create Review Sets by placing an integer in the box under "Number of Review Sets." Logikcull will automatically divide the locked saved search into approximately equally-sized review sets equal to the number you enter, keeping parents and children together for review. Learn more here: How Do I Create Review Sets for Reviewers? 

5. Click Save search to save your search.

Once the search has been saved, a green success alert will show up at the top of the screen letting you know the search was correctly saved. If the alert is red, something likely went wrong and you'll need to re-save the search. 

Accessing saved searches 

All saved searches can be accessed by clicking Saved Searches above the Search Bar. 

The deduplication filter view and culled/unculled filter view are each saved as parameters in a saved search. For example, if you are in the Global Dedupe view and you run a saved search that was saved in the No Dedupe view, the filter view will update to reflect the parameters of the saved search. However, if you run a saved search using the Advanced Search Builder, the filter view will NOT be updated automatically. The best practice is to limit use of the Advanced Search Builder to saved searches that all share the same filter view. 

Locking an existing search 

Under the list of saved searches created hover over the ellipsis button and selecting "Lock" from the drop-down. When locking a previously unlocked search, you will also be given the option to include families and/or designate review sets. 

• Dynamic saved searches may be re-run to update search results 

• Saved search names can be edited 

• Saved searches can be deleted. 

• Saved searches are used to download or produce documents. In addition, saved searches may be re-run like macros, the name can be edited, or it can be deleted. To update an existing saved search, you would want to run the old search, make any changes, and save it as a new search. You can also use the saved search to download or produce the documents in your saved search.