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The Summation system provides you with means to perform both simple and complex searches. You can search all fields in the document database (using the Quick Search Box) or select specific fields to search (using the Full Boolean Search dialog). This Tutorial walks you through setting up and performing both simple and complex searches.
When you enter a search term or phrase in the Quick Search box, Summation conducts an Anytext search and searches for the specified text in all fields in all summaries in the database. If you want to refine your search to multiple terms and/or phrases, then you can use "connectors". You can further refine your search to specific fields in the database, by performing a Full Boolean search (as opposed to a search from Quick Search box).
The available connectors in Summation are AND, OR, AND NOT, and OR NOT. You can connect up to ten search clauses in one Boolean search using nine connectors. The Full Boolean search provides a list of operators specific to each field, which you can use (in conjunction with connectors) to further refine your search to terms in designated database fields.
Search Connectors Using An Anytext Search
- Launch Summation.
- Open the Core Database, by double-clicking on its corresponding item in the Case Explorer tree.
- Put the focus on the Form or Column View, by clicking on the respective view.
- Type a search term in the Quick Search Box (the field above the Core Database view with the phrase Enter Search Phrase populated in it).
- Link words or phrases with a connector to search on multiple terms or phrases. (For example, Smith AND taxes OR court.)
Note: A space must lead and follow each connector. The connectors should always be in capital letters.
- Repeat steps 2 and 3 until you complete entering all desired search terms/phrases and connectors.
Note: If you search string includes more than 5 terms, you may find it more efficient to use the Full Boolean search setup dialog.
- Click the Search button on the Toolbar, to the left of the Quick Search Box, to process the search.
Searching Using The Full Boolean Dialog Box
- Launch Summation.
- Open the Core Database, by double-clicking on its corresponding item in the Case Explorer tree.
- Put the focus on the Form or Column View, by clicking on the respective view.
- Click the Boolean button in the Toolbar.
- In Section 1 of the Full Boolean dialog, choose the Anytext icon (or other default icon) or choose "More Field Choices" to select fields from the active table.
- In Section 2 of the Full Boolean dialog, use the default connector (e.g. contains) or select a connector from the drop-down list.
- In Section 3 of the Full Boolean dialog, type the search term or phrase you want to search on.
- Click the Connector button to add another search string (field, connector and term/phrase).
- Repeat Steps 2 through 5 until all search strings have been entered.
- Click the Display Results button to process the search.
For more information on performing a Full Boolean search, see Summation's Help system.
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