Fios Clarify Training and Support

Building a search in Clarify

Clarify provides are rich set of tools and forms to build searches. At other times, you will want to type your query directly into the search box. Clarify uses a search technology by Apache called, “Lucene.” Lucene’s search syntax is similar to other search technologies embedded in popular platforms like Relativity and Prevail.

A query is broken into two parts: terms and operators.

Terms

There are two classes of terms in Clarify: Single Terms and Phrases.

• A Single Term is a single word.
  • Example: subpoena
• A Phrase is a group of words surrounded by double quotes.
  • Example: "summary judgment"
    Note: A phrase search will not run if the quotes are omitted in a phrase search.

At times, you may want to account for misspellings, find variations of a term, or locate two words within a specified distance of one another. In such instances, you can use the following Term Modifiers¹:

 ? 

 Te?t 

 * 

 Test* 

"test* plan?"

 ~ 

 Roam~ 

 ~ 

"Brain~ freeze"

 ~ 

"Fios Inc."~10 

 [term] 

 [20020101 TO 20030101] 

 {term} 

 {Aide TO Carmen} 

¹ You cannot use ? or * as the first character of a search (example: *ing when searching for skiing).
² The joiner TO must be in capital letters.

Field Search

By default, searches are run against all fields and document text. If you would like to search a
specific field, you can instruct Clarify to do so using the following syntax:

FIELDNAME(term)

For example, if you wanted to search just the full text portion of a document and not the metadata for the phrase "Red Coach" you would format your search as follows:

FULLTEXT("Red Coach")

A list of searchable field names can be found in the Field Names section below

Boolean Operators

You can combine terms and phrases using Boolean operators. If an operator is not placed between two characters or phrases, it will default to an OR search. All operators need to be in capital letters.

Clarify supports the following Boolean operators:

"Jack
 AND 
Jill"

"Jack
 +Jill"

"Jack
 OR 
Jill"

"Jack
 || 
Jill" 

"Jack
 NOT 
Jill"

"Jack
 -Jill"

Grouping

Grouping is a way to build very specific searches to target records in Clarify. As noted earlier, quotes are a mandatory part of phrase searching. However, they can also be used to group sets of terms to form sub-searches. For example:

Grouping can also be used with phrases, term modifiers and dates:

Using reserved characters in a search

At times, you will need to include reserved characters in your search. Reserved characters include any of the following:

+ - && || ! () [] {} ^ " ~ \* ? : \ 

To include these characters in a search as text, simply place a forward slash in front of the character in the query.

Example:
Search for:

(1+1):2

Use the Following syntax:

\(1\+1\)\:2

Appendix: Field Names