When working with load file productions that originated outside GoldFynch, you may need to track and reference the original Bates numbers assigned to documents. GoldFynch allows you to search these original Bates numbers using specialized parameters that target different components of the imported Bates metadata.

This article explains how to use the following four parameters when searching (please note, these parameters will only apply to documents imported using a load file, such as .DAT, that included Bates metadata):

• ImportedBates:Searches for files with or without imported bates numbers based on the value you select. 
  • Note: This parameter can be set to either "Exists" or "Does-Not-Exist". When set to "Exists," the search will return all files that have imported Bates numbers; it does not search for a specific Bates number. 
• ImportedBates.prefix: Searches for files that contain a particular prefix in the imported Bates number. This is usually the part before that numeric portion of the Bates number. It also searches for files that have imported Bates prefixes. 
  • Note: This parameter can be set to "CONTAINS", "DOES-NOT-CONTAIN", "EXISTS", "DOES-NOT-EXIST". 
    • When set to "CONTAINS"/"DOES-NOT-CONTAIN" it will search for files that have/do not have a specific Imported Bates prefix. 
    • When set to "EXISTS"/"DOES-NOT-EXIST" the search will return files that have/do not have Imported Bates prefixes. For e.g, if you have files with Bates numbers such as DEMO001, DEMO002,.... DEMO100 and 1,2,3,4...100 in your case. Then a search for ImportedBates.prefix EXISTS will return the files with Bates numbers DEMO001, DEMO002,... DEMO100 
• ImportedBates.beg: Searches for files whose imported Bates range starts with a particular value. Can be used to search for Bates number ranges or greater than/less than a particular value.
• ImportedBates.end: Searches for files whose imported Bates ends with a particular value. Can be used to search for Bates number ranges or greater than/less than a particular value. 

Different search scenarios

1. Searching for files that contain Imported Bates numbers

Step 1. Navigate to the Advanced search view by clicking on the button in the left pane

Step 2. Click on the 'Create a new search' button

Step 3. Click anywhere in the condition box to enter the search criteria. Alternatively, click on the edit icon (the pencil) that appears when you hover over the condition box

Step 4. Select the 'ImportedBates' parameter from the drop-down menu. This is otherwise set to 'body' by default. The value field is by default set to "EXISTS"

Step 5. Click on the execute search button

Example query: 

importedBates EXISTS

Note: By default the value 'EXISTS' is displayed when you select the ImportedBates parameter, if you want run a search to retrieve files without imported bates numbers then click on the drop-down and select 'DOES-NOT-EXIST. 

2. Searching for files that contain a specific Imported Bates prefix 

Step 1. Navigate to the advanced search view, create a new search and click to edit the condition as shown in Steps 1 - 3 in the previous example. 

Step 2. Set the parameter to "ImportedBates.prefix", the connector is "CONTAINS", enter the prefix in the value field

Step 3. Click on the execute search button

Example query: 

importedBates.prefix CONTAINS DEMO

3. Searching for files that begin with a particular Imported Bates range value

Step 1. Navigate to the advanced search view, create a new search and click to edit the condition as shown in Steps 1 - 3 in example 1. 

Step 2. Set the parameter to "ImportedBates.beg" and the connector is "=", enter the Bates number in the value field

Step 3. Click on the execute search button

Example query:

importedBates.beg = 3

4. Searching for files that end with a particular imported bates range value

Step 1. Navigate to the advanced search view, create a new search and click to edit the condition as shown in Steps 1 - 3 in example 1. 

Step 2. Set the parameter to "ImportedBates.end" and the connector is "=", enter the Bates number in the value field 

Step 3. Click on the execute search button

Example query: 

importedBates.end = 10

5. Searching for files that have Imported Bates numbers but with no prefixes

Step 1. Navigate to the advanced search view, create a new search and click to edit the condition as shown in Steps 1 - 3 in example 1. 

Step 2. Set the first parameter to ImportedBates and the connector to "EXISTS" 

Step 3. Click to add a second condition. 

Step 4. Set the second parameter to ImportedBates.prefix and the connector to "DOES-NOT-EXIST"

Step 5. Click on the execute search button

Example query: 

importedBates EXISTS AND importedBates.prefix DOES-NOT-EXIST

Note: Whenever you add a new condition check that the corrector logical operator is displayed other click on it to toggle. For the example give about the logical operator is "AND". 

6. Searching for files that has a particular prefix and falls within a specific Bates number range

Step 1. Navigate to the advanced search view, create a new search and click to edit the condition as shown in Steps 1 - 3 in example 1. 

Step 2. Set the first parameter to "ImportedBates.prefix", the connector to "CONTAINS", and enter the prefix in the value field

Step 3. Add the "AND" logical operator inside the query builder.

Step 4. Add a condition inside the logical operator, set the second parameter to "ImportedBates.beg", the connector to ">=", and enter the beginning of the Bates range in the value field

Step 5. Add a third condition inside the logical operator, set the second parameter to "ImportedBates.end", the connector to "<=" and enter the end of the Bates range in the value field.

Step 6. Click on the execute search button

Example query: 

importedBates.prefix CONTAINS DEMO AND (importedBates.beg >= 1 AND importedBates.end <= 100)

Check out the following links for additional search queries and information regarding the advanced search system

Learn how to use GoldFynch's search features

Searching document notes and annotations

Performing bulk phrase searches

Common searches using both the quick search and advanced search features