Refining Search Results

The Refine Results tab under the Search panel helps you filter your search results based on categories such as participants, networks, or communication channel, and so on.

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Granular Refining of Search Results

Consider that a search is performed and search results are displayed, in such a case Enterprise Archive allows you to further refine the search results. You can use the Refine Results tab for this purpose. The Refine Results tab displays multiple refinement criteria that can be selected to further refine the search results. Select your refinement criteria and click Refine. The results can be further refined using the same method and so on. To go back to the previous results you need to remove selection from the last refinement criteria that you selected.

The Refine search results behavior is as explained below:

Search results within a Search filter are exclusive and hence have an OR condition. Selecting one or more results from within the OR box will eliminate the other results.
Search results across search filters are inclusive and hence have an AND condition. Selecting one more results across Search filters will include all results.

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Refining Search Results for Supervised Participants/Groups

Enterprise Archive allows you to search for interactions involving supervised participants and groups. Refining search results for participants is applicable for all internal participants.

Note

For every Review Queue, the Refine Results tab will list a maximum of the top 10 participants that are involved in the retrieved conversations arranged in descending order of document count. The remaining participants are not listed for refinement in the Refine Results panel, however their conversations are listed in the Documents panel.

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If the search results include listing documents for up to 10 supervised participants only, then all those participants will be listed in the Refine Results tab for further refinement. For more than 10 supervised participants, the top 10 in the descending order will be listed.

The refinement criteria displayed in the Refine Results tab is generated from the XML files containing the participant information that are imported from point products (like Connected Capture IM & Collab:Vantage and Connected Capture Social:Socialite). These are in the precedence First_name, Last_name, Network_displayname, and Network_endpointid. The Network_endpointid is a mandatory field and can not be missed in the XML files.

By default, Enterprise Archive generates the refinement criteria from the First_name. If the XML file does not contain the First_name, Enterprise Archive generates the refinement criteria from the Last_name. If the Last_name is also not present then Enterprise Archive generates the refinement criteria from the Network_displayname. Assuming that the First_name, Last_name and Network_displayname are all not present in the XML, then in such a case Enterprise Archive uses the Network_endpointid to generate the refinement criteria.

Also if you are performing a search with the search criteria containing more than one public participant, then the Refine Results tab displays Unknown Public as the refinement criteria. The Documents panel displays the refined results.

Other Refining Behaviors

Case 1

It is possible that in some cases there can be more than one participants with the same network identity. For example, ‘Singh ,Ajay’ is a participant with network identity ‘asingh@smarsh.com’, and ‘Singh, Abhishek’ is another participant with same network identity ‘asingh@smarsh.com'. In such a case, if conversations for both participants are present in the system and a search is performed for any one of the participants, then the Participant filtering options in the Refine Results tab displays filtering options for both ‘Singh, Ajay’ as well as for ‘Singh, Abhishek’.

Case 2

Consider a single participant having three network identities, with three different display names in the following manner:

'srao@smarsh.com’ with display name ‘Rao ,Sunil ’

‘srao@gmail.com’ with display name ‘Rao ,Sunilkumar’

‘sunil@gmail.com’ with display name ‘Kumar ,Sunil’

In such a case, when the participant is selected in the search criteria (for example, ‘Rao, Sunil’), then Refine Results tab displays the following refinement criteria for the participant:

‘Rao, Sunil’

‘Rao, Sunilkumar’

‘Kumar ,Sunil’

Saving Search Results

Conduct Review Search: Enterprise Archive does not auto save any of the searches in this work space. The user will have to perform the steps listed below to save a search. These saved search results are listed in the Saved Search tab under the Search Archive panel.

Note

The saved search results save the search criteria. When these saved search results are executed the conversations displayed may be different from the time when this search criteria was saved. This depends on the conversation data that is ingested or disposed from Enterprise Archive.

To save search results, follow the procedure listed:

Perform a search.
1. Type a name for the search result in the text box appearing in the Save Search dialog box, and click Save.
2. The Saved Search panel displays a list of saved searches.
3. Clicking anywhere on the saved search box will run the saved search.
4. Clicking the saved search title will allow the user to rename the saved search.
5. The user can also search for specific saved searches by using the Search for Saved Search option.
6. Clicking the ellipsis on a saved search will list the following options:
  - (Edit)— Select this option to modify the saved search results. This option is permission controlled as explained in the Editing and Deleting Saved Searches section below.
  - (Pin)— Select this option to pin a saved search to the top of the search listing page. Pinned searches will be sorted based on when the search criteria was last modified.
  - (Delete)— Select this option to remove the saved search. This option is permission controlled as explained in the Editing and Deleting Saved Searches section below.
  - (Share with all users) - Select this option to share this saved search with all users who are part of this queue.
  - (Stop sharing) - Select this option to stop sharing this particular saved search.

Note

You can use Edit Query to further refine a saved search and view the changes in the Conversations panel. However, refined search results cannot be saved.

Edit Query allows you to modify the search criteria of the Saved Results. These modifications are allowed only using the search fields available in the Search tab.

Shared saved searches cannot be shared again with other users.

Editing and Deleting Saved Searches of Other Users

This feature allows users to clean up existing saved searches. Controlled by permission, this behavior is as explained below:

This feature is permission controlled and is disabled by default for all roles. Queue Reviewers/Administrators must have the Delete/Edit any Saved Search permission enabled to be able to delete or just edit any saved searches.
Reviewers with the permission enabled can delete or just edit any Saved searches for the respective review queue. This includes searches that are created by other reviewers in the Queue.
Users who are Queue Administrators, will be able to Edit/Delete any Saved searches from Conduct Review search workspace.