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To search according to Bates numbers, add the Bates search term into the query builder. There are two parameters that you can specify in the Bates search term:
- The Bates Prefix or # Control Number (depending on upload type)
- The specific number or range you want to search for
1) If you upload a production (processed data), then you can find the associated Bates prefixes in the dropdown menu. Selecting “Any” in the prefix parameter will perform a search across all Bates prefixes in your dataset.
If you upload native data that is processed by Everlaw, the data will receive a # control number in place of a Bates prefix. You can select # in the dropdown menu to search these documents.
Note: Native uploads that predate the release of the upload tool were assigned the Bates prefix EVER.
2) You can search for single documents, particular pages, or a range of documents by their Bates number.
To search for a single document, type the begin Bates of the document you are looking for.
To search for a document by not just the begin Bates, but also by particular pages within the document, enter the Bates number and check the “Page Search” option.
To search across a range of documents, enter the first and last Bates number of the range separated by a dash. Be sure to check the “Page Search” option if you want to expand the search to include not just the begin Bates of documents.
To search for all the documents greater or less than a certain Bates number, enter the number and a following or preceding dash. For example, to find all the documents in the case, you would enter "1-" across every prefix, which would return all the documents with a Bates number greater than or equal to 1. To find all documents with a Bates number less than 100, you would enter “-100”.
You may also search for multiple, non-consecutive Bates numbers. Separate the Bates numbers with commas or spaces. The resulting search will find all the documents with any of the entered Bates numbers as their beginning Bates. To find the documents with the entered Bates number anywhere in a document's range, select the exact page search checkbox.
If desired, you can cut and paste in a list of doc id numbers and ranges as long as it respects the search conventions.
Note: If the last Bates number you enter is not the last Bates number of a particular document, the entire document will still be returned.
4. To search for all documents in your database, with any Bates prefix, select "Any prefix" and then type "1-" in the input box.
Searching large list of bates
You can also search for a large list of Bates values with different, specified prefixes. Once you include the Bates search term into the query builder, click “Advanced” within the term to enter in the Bates numbers.
Unlike the main Bates search, in the “Advanced” menu, the list of Bates numbers can have any combination of Bates prefixes. You must list Bates numbers one per line. You can also import a text file of Bates numbers, again one per line.
When you have listed your Bates numbers, click “search.” A task will start, and when it is completed, you will get a notification in the bottom right corner of your screen. A dialogue box will also appear with a report about your search.
In the example below, 7,043 Bates numbers were searched. 7,040 were found, there was one duplicate, and two were not found. When there are duplicates or missing Bates numbers, you can click the download button in order to get a report listing which documents were not found and which were duplicates. This can help with generating Bates gap reports, for example.
To complete the search, simply select “Add to Search.”
Australian Doc Ids
The Australian doc id system has a different number scheme than the American Bates numbering system. Here is an example of an Australian doc id: ABC.001.001.0001.To search for this document using the Bates search term, you first select the prefix (in this case "ABC"), then type "1.1.1" into the input box. Notice that you do not need to worry about including the leading zeros for any of the number segments. You can search for all other documents in the same fashion.
By default, the Bates search only looks at the doc id. If you want to expand the search to include pages within documents, check the "Page search" option in the search term.