With the Keyword Analysis function, you can perform multiple keyword searches and generate aggregate reports of the number of documents that matched your search terms by either Custodian or Collection.
To use Keyword Analysis:
1.You will need to perform a search in Review first. The Keyword Analysis tool operates on the results that are returned from that search.
2.From the Analysis menu, select Show Keyword Analysis.
3.Select a pre-defined keyword list from the drop down. If you do not have any pre-defined keyword lists, click the … button next to the drop down to open the Keyword List Manager interface. (See Managing Keywords for more details.)
Note: If you want to apply stemming rules to keywords (so that grammatically related words, like apply/applies/applied, are returned in the keyword search), check the Apply Stemming Rules to Keywords check box
4.Select whether you want to aggregate keyword hit counts by Custodian or Collection.
5.If you want the results to appear with heat map coloring, check the Heat Map check box.
6.Click Apply to execute the searches and aggregate the results. This can take a while if your initial search returned a large number of documents or if you have a very large keyword list.
7.After the searches complete, the grid will display the results.
8.To log the results to an Excel file, click the Log button. Choose a save location and file name. If you run subsequent searches, you can log them to the same Excel spreadsheet by clicking Log again without having to specify the location and name again.
9.If you want to see the documents that hit on a given keyword/custodian pair, double click on the cell containing the number of hits. The Document List will update to show those documents.
For example, in the screen shot below, if you double-click the cell with “56” in it, that will result in 56 documents displayed in the Document List all of which are from custodian “Jeremy” and contain the “sales” search term.