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Evaluate and refine search results in eDiscovery (preview)

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Evaluating and refining your search results is one of the most important steps in your eDiscovery investigation work. The search query you configure and the results that are returned help you determine if you've discovered items and information applicable to your investigation or if you need to modify your search to try discover additional pertinent items. This initial search of items and initial review of information helps you determine what actions are required after you finalize your search parameters.

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Evaluate search results

After you create a search and run it, the next step is to view the search statistics to help you verify whether relevant content is being found and the content locations with the most hits. You can also review a sample of the search results to further help you determine if the content is within scope of your investigation.

Statistics dashboard

If you selected Statistics as the initial result type for your search, you're automatically redirected to this dashboard when the search results are completed. If you're already familiar with previous versions of eDiscovery, information on the Statistics tab is similar to collection estimates. The search results for the Statistics dashboard are included in the following sections:

  • Summary: This section shows the number of search hits, locations, data sources, and the total file size of partially indexed items.
    • Search hits: Displays the total search hit count and volume from all items matching the query criteria from locations searched.
    • Locations: Displays the fraction of locations with hits out of all locations searched. The numerator shows the locations with hits and denominator shows the number of locations searched. Locations with errors are shown in red. To view full details on all the locations and associated hits and errors, select Download report to download the full .csv report.
    • Data sources: Displays the fraction of data sources with hits out of all data sources searched. The numerator shows the data sources with hits and denominator shows the number of data sources included in the search. This data source is consistent with the data source in the search design flow and should match the number of people or groups included in the search. A tenant-wide data source of All people and all groups counts as a single data source.
    • Partially indexed items: Displays the count and volume of unindexed items returned as part of the search. This card is only displayed if you choose to include unindexed items as part of the search configuration. If you chose to include unindexed items and enabled advanced indexing, this card isn't visible because the item count is already included in the summary.
  • Search hit trends: This section shows the following search result cards. The charts are interactive, hover to display section names, percentages, and item numbers. Select View top 100 for more information about items included in each trend and to download the results to a .csv file:
    • Top data sources: Displays the top five data sources that make up the most search hits matching your query. The name of these data sources (names of users, groups, or organization-wide locations) are listed with the hit count. These data sources should match what you selected in the data sources workflow when building the search query.
    • Top sensitive information types (SITs): Displays the top five sensitive information types (SITs) in SharePoint files that are most often included in the search hits matching your query. Adding each SIT’s count doesn't necessarily equate to the total count hits because a single item/document may contain more than one SIT type. For example, a document contains both a password and social security number (SSN). In this example, it's counted twice. We recommend selecting View top 100 to get a deeper understanding of the locations of these SIT counts to verify if they overlap or not.
    • Top keywords: Query keywords, which resulted in the most search hits matching your query.
    • Top items types: Most frequent item types within the search hits matching your query. This count is determined by itemClass for Exchange content and ContentType for SharePoint content.
    • Indexing status: Breakdown of unindexed (including partially indexed) and fully indexed data items.
    • Top communication participants: Senders or recipients for emails, Microsoft Teams chats, and calendar invites in Exchange locations.
    • Top location type: Hit count by location type (mailbox versus site).

Select Regenerate view to rerun the query and to review the most current results. Select Download report to combine all Statistics results into a single .csv file. When viewing the top 100 results for any trend area, select Download report for a .csv file of the top 100 results of the selected hit trend.

Sample dashboard

If you selected Sample as the initial result type for your search, you're automatically redirected to this dashboard when the search results are completed. The search results for the Sample dashboard columns contain the following information for each item:

  • Subject/Title: The subject or title of the items included in the sample.
  • Date: The date the item was created or sent.
  • Sender/Author: The sender or author of the item.

Samples allow you inspect a representative subset of individual items and details for each item returned for the search. The number of samples per location and the number of sample locations defined in the search determine the number of sample items and location representation in the sample items.

Select a sample item to view the Source information for the item. If available for the item, this view displays a rich view of a selected item so that you can evaluate the relevancy of the item as it relates to the defined search data source and conditions.

Select Regenerate view to rerun the query and to review the most current results. Select Download reports to combine all Sample results into a single .csv file. Select View settings to view the settings applied to the sample view generation.

Refine search results

Based on the estimates and statistics returned by the search, you can edit and refine the search by changing the data sources that are searched and the search query to expand or narrow the search. You can update and rerun the search until you're confident that the search results contain the content that's most relevant to your case.

After you're satisfied with the search results, you can take the following actions: