Echosec User Guide

Everything you need to know about Echosec and more.

Last Updated: June 2018

Quick Search

Quick Search is the most important action you can take in the Echosec platform. Quick Searches form the basis for every feature on the Echosec platform.

Whether you are conducting research, breaking news, or trying to understand social media context from an event, everything starts with quick search.

To perform a quick search, simply type in a location, keyword, username or draw a box somewhere in the world.

Your search results will be displayed first on in the Results View and if the post has been tagged with a geo-location, it will appear on the Map View. For example, a Quick Search of the keyword “Echosec” below. (I’ll give you 3 guesses where our HQ is).

Echosec User Interface

Search by Location

  • Type your location of interest into the top bar.
  • This could be a street, a city name, or even a country.
  • Click the button or press enter on your keyboard.

Search by Keyword

  • Click the Keyword icon in the top search bar.
  • Type your keyword of interest.
  • Use Boolean logic to combine up to three Keywords
  • Click or press enter.

Search by Username

  • Click the Search User icon.
  • Choose the service that the user is on.
  • Type in the username of interest e.g. @NWpizzaguy.
  • Click or press enter.

Search by Data Type

  • Click More
  • Select Data Feeds
  • Select Media Types
  • Click Search or Press Enter

 

Each data type indicates which searches (Keyword, Location, Username) are valid. Selecting a specific media type (Image or Video) will only return results that contain those media elements.

 

Search by Map Tools

 

  • Navigate to a location of interest by dragging and resizing the map.
  • The + and – can be used to zoom in and out.
  • Click to select one of the three drawing tools.
  • Click and drag your mouse over your area of interest to select it.
RECTANGLE TOOL

To use the Rectangle tool, first, click the square icon from the map toolbar in the center of the screen. Next, click and hold down the mouse button on the starting location for the corner of the rectangle. Finally, drag the rectangle (with the mouse button still pressed) to the appropriate size and let go of the mouse button.

CIRCLE TOOL

To use the Circle Tool, first, click the Circle icon from the map toolbar in the center of the screen. Next, click and hold down the mouse button on the starting location for the middle of the circle. Finally, drag the circle (with the mouse button still pressed) to the appropriate size and let go of the mouse button.

POLYGON TOOL

To use the Polygon Tool, first, click the Polygon icon the map toolbar in the center of the screen. Next, pick an area on the map that you would like to be part of the boundary of your search. Click to set the point on the map. Move the mouse to choose the next point of the boundary and click to set the point on the map. Continue in this manner to create the edges of your search boundary. To finish using the polygon tool (and execute the search) click the last point in the boundary at the same location the first point was made, or double-click the last point.

For all of these marquee search tools, the map will zoom to fit the shape drawn.

EDIT TOOL

Edit your search boundary at any time. Note that this will re-run your search according to the new boundary.

 

Setting the Search Date

You can apply the Date Filter before or after you have performed a search. Setting the Date Filter before running a search will limit the results to that timeframe. Setting the Date Filter once you have results will simply filter the results. Both methods produce the same results.

  • Click the Date icon.
  • Choose the Date Range you are interested in by doing the following:
  • Click on either the start or the end date on the calendar
    • Drag the mouse to the other end of your date range.
    • For convenience there are popular time frames shown on the left side of the date box.
    • For more granularity you can adjust the hour and minute of your time frame.
  • Once you have selected a date and time range it will appear in the top of the date box.
  • If you are happy with your date selection click the button in the bottom of the date box.
  • The results will update automatically.

Advanced Search (Combination Search)

Combine Two Search Types

Any of the above ways to perform a search can be combined (using Boolean AND logic) for a more detailed search. I.e. you can search a keyword within a location, or a username within a location or both a keyword and username within a location. You can also search a keyword and username to find specific posts from that user.

Start an advanced search by using one of the search methods. Then add in the next advanced search parameters and press enter or [SEARCH].

 

2. Interface Basics

Echosec’s first class interface allows you to find the information you need, faster. Industry-leading mapping technology is built into our interface so you can leverage different perspectives while you search.

Results View

The Results View contains the content that returns from an Echosec search. It contains an image thumbnail, post text, and other basic information about the posts.

Echosec Results View

The Results View can be toggled between a Gallery and Stream view for an optimal viewing experience using the Gallery Toggle at the bottom of the Action Bar.

Filter Content

Echosec has a number of different filters that you can use to organize information.

 
IMAGE FILTER:

Click on the Image Filter to remove all content that does not contain an Image or Video thumbnail image.

LOCATION FILTER

Click on the Location Filter to remove any content that does not have a precise geotag. Some posts are tagged regionally or do not have a geotag at all (keyword search).

HASHTAG FILTER:

Click on the Hashtag Filter to see the Top 20 hashtags from your search.

USER FILTER:

Click on the User Filter to see All Users in the search listed by post frequency.

VIDEO FILTER:

Click on the Video Filter to remove all content that does not contain a video.

PLACE FILTER:

The Place Filter allows you to view all the content by geopolitical boundaries that are contained in the search.

DATE FILTER:

The Date Filter allows you to specify a date range without re-running the search.

 

Post Detail View

The Post Detail View is where you can enlarge posts and conduct more advanced, related searches. To access the Post Detail View, click on a post. It will open in the Post Detail View and allow you access to additional search functions.

Please note: Some features are only available for select services.

echosec-post-deail

Echosec Post Detail View

 

SEARCH USER:
The Search User icon will conduct a search on the specific username across the related social media service. For example, clicking on the Search User icon in the Results Panel of a Flickr post will return all of the publicly available posts from that Flickr user.

FIND POST:
The Find Post Button will center the map on the post currently in the Post Detail View and highlight it on the map. At any point, you can click on the username to navigate to the native social media site in another browser window. Note: This will not appear if the post does not have a precise geotag.

OPEN IN A NEW WINDOW:
Click to open the post in a window on the native social media site. This may require a login for the particular site to view.

 

SHARE:
If you have a Twitter or Facebook account integrated with your Echosec account, you can directly share content from within the app.

PLACE FILTER:
Activate the relevant Place Filter. This option allows you to showcase content that is posted to the same geo-political region.

ENGAGE:
Some platforms offer in-line engagement tools, you can Reply, Like, Retweet, or Follow directly from the application.

TRANSLATE:
Translate from any language to one of our supported ones. Users can also use in browser translation by Right Click > Translate options in some modern browsers, notably Google’s Chrome.

 

Map View

The Echosec map view operates on a number of industry-leading map tiles including Esri and Open Street Maps.

Echosec Map View

 
MAP LAYERS

Echosec leverages world-class mapping technologies and data formats to provide the most accurate information possible. It integrates with Open Street Maps and Esri’s mapping layers to make a variety of information-rich map layers available for additional search context.

To view map layers other than the default:
Click the Map Layers icon.
Select one of the alternate map layers.

STRAVA

Echosec includes Strava’s cycling and running heat maps as a data layer for users to understand how people move about a city. Turn on the heat maps by selecting the appropriate checkbox.

 

Echosec Data Layers

 

3. Action Bar

The Echosec Action Bar exists to help users navigate between views and access the more advanced features of the Echosec platform.

Echosec Action Bar

Below is a brief description of each Action Bar item.

Note: On smaller displays or Tablets, not all action bar items may appear.

 
FAVORITE

Save a favorite search. This will allow you to quickly see it in the history view. Use this feature if you find yourself using the same search repeatedly.

ANALYTICS

Get summary statistics and informative visualizations about the data from the search you just ran.

SAVE / VIEW SEARCH

Save the current search. If it was just Saved, you can select View to navigate to its Saved Search Dashboard

EXPORT

Export content from the current search.

SPLIT VIEW

Display the Results View and the Map View at the same time. Echosec’s default view.

MAP

Display the Map View only.

SNAPCHAT

Access publicly available Snapchat data. This is not searchable by standard Echosec queries.

RESULTS

Display the Results View only.

HISTORY

Review your recent and favorited searches.

SAVED SEARCHES

Display the Saved Search Panel.

SEARCH STREAMS

Display the Search Stream Panel.

 

3. Saved Searches

(Enterprise Only)

Saved Searches are the features that allow Echosec Users to actively understand regions of the world in real-time.

To Save a search, simply click on the Save Button after conducting a Quick Search.

Where to Save a Search

Once you save a search, Echosec records any new content that matches the original search query. Echosec will only retain this content for a total of 30 days for compliance purposes.

The Echosec platform can push notifications or showcase real-time content in our Stream Viewer.

 

The Saved Searches Tab

The Saved Searches tab consists of every saved search in your account.

Each Saved Search consists of two major components the Search Summary and the Saved Content.

The Search Summary is opened by default and shows a high-level overview of recent content, including the number of Posts, the number of Unread Posts and how many notifications were issued by the Search.

The Search Summary is where a user can modify the Search Parameters and set up Notifications.

Note: Data is only stored for 30 days.

Echosec Saved Search

Mute/Unmute

Stop/Start Notifications for the Search.

Add to/Remove from Stream

Make the Search visible in Echosec’s Search Stream view.

Edit Search

Edit Search allows users to modify Search Parameters and add business logic in the form of Keywords to further filter the Search.

 
Edit Search Name

Change the name of your Search. Hint: Use something descriptive.

Edit Search Parameters

Add keywords, usernames, dates and media types to your search specifications. Note: It is usually better to run a new search and save it then to edit a current search!

Edit Search Providers

Add or Remove Providers from your Saved Search.

Edit Search Priority

Change the Priority of a search in the Echosec system. This will ensure the Search appears at the top of lists and alter the color. Your team will be responsible for determining what each Priority means.

Edit Keyword Filters

Keywords are a secondary filtering system for the Echosec Notifications and Search Stream systems.

If a Keyword is listed in the “Must Include” section, any post that does not contain that keyword will be ignored. Conversely, if a Keyword is included in the “Must Not Include,” any post that has that keyword will be removed from the set.

For example, I want to search for “Michael Jordan” and highlight the keyword ‘basketball’  and ignore any posts that included “Michael B Jordan.” I would Save a Keyword Search for “Michael AND Jordan.” I would then include the secondary keyword ‘basketball’ in the Must Include section and ‘Michael B Jordan’ in the Must Not Include section.

You can include as many keywords as you would like in each section.

HINT: You can also drag and drop a CSV file to upload multiple keywords quickly.

 

Notifications Settings

Through this panel, you may manage your notifications and send emails to yourself or your team members.

 
FREQUENCY

Set up how frequently you would like to see emails:

Instant: Get a notification as soon as the Echosec platform finds it.

Batch: Bundle a number of recent tweets that match the notification criteria and send them at once. Batches can be sent at 5, 30, and 60-minute intervals.

Digest: Group a large number of notifications and send them at a determined time. Digests can be sent at 0:00 hours everyday, or weekly.

DESTINATION

Send notifications to multiple addresses. If you need to send high priority emails to multiple team members, this is where you do it. Add as many emails as you wish.

WEBHOOKS

Echosec can integrate notifications to other software packages. If you think you might want to use this feature, please send a developer to http://echosec.net/webhooks.

 

Delete

This is a great tool for making sure that your inbox is clean! Delete is irreversible, so please use carefully.

 

Search Streams

(Enterprise Only)

Echosec Search Streams allow users to view content in a real-time dashboard for up-to-the-minute information.

Echosec Search Streams

Search Streams can be accessed through the Action Bar by selecting the Seach Stream Icon.

Each Stream corresponds to an active Saved Search and can be set up by saving any Quick Search.

Search Streams have a summary at the top of the stream that indicates if the amount of content is increasing or decreasing over time and how many posts have been marked as ‘Unread.’

Stream Settings

 

The Triple Dot will open the settings menu for Search Streams. Each setting directly corresponds to the settings in the Saved Searches Dashboard. Please see the Saved Searches Section for more detail.

 

Search Stream Settings

 

Social Media Feeds

Echosec Social Media sources are frequently being updated, and subject to use case approvals.

Contact support@echosec.net or your Account Representative to know what is currently available to you!

 

Settings

Your Settings is where you can configure passwords, apply for new social media feeds, and manage teams.

It’s hidden under the User Menu in the top right of the application alongside the Help and Echosec Announcement buttons.

PROFILE SETTINGS

Here you can change your Name, Email, and Password. Passwords must be 9 characters long and not contain either ‘Echosec’ or ‘Password.’

 

ACCOUNT INTEGRATIONS

Facebook and Google integrations give you another way to log into the application. In addition to this, if you wish to apply for Facebook Data Access, you must have an account integrated with the platform.

Twitter’s account integration allows Echosec to get more data for in every search!

Echosec Integrations

TEAMS

Teams are used to manage accounts from the same organization.

If you are an administrator of a Team, you can invite more members to it via email. New team members will inherit the current Echosec subscription type that you have.

 

Other

Didn’t find what you were looking for in this User Guide?

Please let us know, or ask one of our support specialists at support@echosec.net.

As always, we are happy to help!