Beruflich Dokumente
Kultur Dokumente
Summation
iBlaze
Version 2.8
Training Manual
Copyright
All rights reserved. No part of this book shall be reproduced, in any manner,
without express written permission. Although every precaution has been taken in
the preparation of this book, the publisher and authors assume no responsibility
for errors or omissions.
Other product names noted in this training program may be the trademarks of
their owners.
About Us
SOFTWARE@LAW, INC.
Software@Law, Inc., was formed in 2002 by Donna Brown and Mikki
Tomlinson, who have over 35years combined experience in the legal industry.
The company was formed to fill the market’s need for high-quality software
training materials and services. Software@Law, Inc., is committed to providing
exceptional training solutions to legal professionals.
MIKKI TOMLINSON
This training program was written for Software@Law, Inc., by Mikki Tomlinson.
Ms. Tomlinson has been working in the legal industry since 1990 holding a
variety positions in law firms including legal secretary, legal assistant, systems
trainer and practice support manager, and has been an independent consultant to
law firms since early 2002. Ms. Tomlinson’s experience includes training design
and delivery, litigation support, technology research and project management.
Further, Ms. Tomlinson is a Certified Summation Trainer, Certified WebBlaze
Trainer, Certified InData Suite Trainer and Certified CaseMap/TimeMap Trainer.
DOCUMENT CONVENTIONS...................................................................................................................1
i
Printing Annotations and Transcript Cites ......................................................................................... 86
Printing Designations ......................................................................................................................... 89
ii
Printing Multiple Images ...................................................................................................................242
Setting Print Options .........................................................................................................................243
iii
Editing Remote Databases ................................................................................................................ 356
LESSON 3: WORKING WITH BRIEFCASES ................................................................................................ 359
Briefcasing Database Summaries ..................................................................................................... 360
Opening and Navigating Briefcases.................................................................................................. 363
Searching Briefcases......................................................................................................................... 365
Working with Browser Briefcases ..................................................................................................... 368
SECTION 11: WORKING WITH THE CHRONOLOGY OF EVENTS TABLE ............................ 387
LESSON 1: OPENING AND NAVIGATING THE CHRONOLOGY OF EVENTS TABLE ..................................... 388
Opening the Chronology of Events Table ......................................................................................... 388
Navigating the Chronology of Events Table ..................................................................................... 389
LESSON 2: EDITING THE CHRONOLOGY OF EVENTS TABLE.................................................................... 392
Adding Summaries to the Chronology of Events Table..................................................................... 392
Editing Summaries in the Chronology of Events Table..................................................................... 392
Linking Chronology of Events Summaries to Transcripts and Core Database Summaries .............. 393
Rating the Effect of Events ................................................................................................................ 396
LESSON 3: SEARCHING THE CHRONOLOGY OF EVENTS TABLE .............................................................. 397
iv
Selecting a Default Home Page .........................................................................................................482
Adding Links to Home Pages.............................................................................................................483
Using the Attorney’s Home Page.......................................................................................................485
LESSON 2: CUSTOMIZING THE TOOLBAR ................................................................................................491
Customizing Toolbar Settings ............................................................................................................491
Rearranging Toolbars........................................................................................................................492
LESSON 3: CUSTOMIZING LAYOUTS .......................................................................................................493
Arranging Summation Windows ........................................................................................................493
Saving Layouts...................................................................................................................................494
v
Introduction
This training manual consists of the core training on Summation’s case elements
and utilities. After completing this course you will be able to:
• Navigate Summation
• Customize Summation.
This training manual is broken down into sections which include step-by-step
instructions to be used as a reference tool. Each section is followed by a skill
builder exercise to be used as a practice tool. The cd attached to the inside back
cover contains the files you will need to complete the skill builder exercises.
Additionally, each section begins with an “In Practice” summary which includes
practical use tips and solutions to common issues pertaining to the Summation
elements and tools featured.
Document Conventions
The following describes the conventions and instructions used throughout this
training manual.
An instruction to “click and drag” means to click on the specified object and
while holding the primary mouse button down move the mouse pointer to the
point specified, then release the mouse button.
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combination are displayed in 12pt Arial bold typeface and are separated by a
hyphen in the order they should be pressed (e.g., Ctrl-N). To use a shortcut key
combination, press and hold the first key then press the second key. For example:
Ctrl-P means to press the Ctrl key and while holding it down press the P key.
An underlined letter on the menu bar or on a menu option indicates that you can
use a keyboard shortcut instead of your mouse to select the menu or option. The
instructions in this training manual illustrate these keystroke references. If the
underlined letter is referring to a menu, press the Alt key, then the underlined
letter for that menu. For example, to open the File menu press Alt-F. Once you
have opened a menu, you can release the Alt key and press the underlined letter
for the menu option you wish to select. For example, with the File menu open
press the letter V to execute the Print Preview command. Thus, the shortcut key
combination to use print preview is: Alt-F, V.
Notes and Tips: Notes and tips are provided throughout this training manual.
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Section 1: Getting Started
This section contains the following lessons:
In Practice
In this section you will review the elements of a Summation case and become
familiarized with the Summation environment. The ability to confidently
navigate will play an important role in your use of Summation. Be sure to review
the About Layouts and Navigating in Summation section beginning on page 12.
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Lesson 1: What is Summation?
Lesson Objectives
• Overview Summation
Overview
Summation iBlaze is automated litigation support software used to organize
discovery and evidence in a litigation case. Summation’s integrated case
elements include transcripts, document databases, images, OCR base and access
to on-line repositories. Further, Summation provides the ability to annotate case
elements, track productions, create evidence links, create presentations from
images and organize case items.
• Data integration
• Data sharing
• Evidence linking
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Elements of the Summation Case
Case
Explorer –
Holds Case
Elements
and Tools
Transcripts
Transcripts are located in the Transcripts folder and are indicated by the
icon in the Case Explorer. Summation’s transcript feature allows you to load
transcripts for full text searching, printing, excerpt printing and reporting.
Further, Summation’s flexible environment allows you to organize your
transcripts in folders (e.g., by witness type – expert witness, parties; by transcript
type – deposition, hearing).
Transcript Notes
Transcript notes are indicated by the icon in the Case Explorer. Transcript
notes are searchable annotations that can consist of excerpted testimony, your
comments or both. In addition to testimony and comments, annotations also
contain searchable fields, such as date, author, related issues and note categories
for organizational and searching purposes.
Core Database
The core database is indicated by the icon in the Case Explorer. The core
database is a searchable table consisting of structured information related to your
case documents. The records in the Summation core database are known as
“summaries.” Each summary represents a paper or electronic document and
includes fields of information such as date, author and related issues. Use the
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core database to organize and manage your case documents. From the core
database you can create reports, privilege logs, trial exhibit lists, etc.
eDocs and eMail are fully searchable documents and e-mail which are produced
in native electronic format. eDocs and eMail are a part of the core database and
may also be accessed through the eDocs & eMail folder in the Case Explorer.
• eDocs, which are indicated by the icon in the Case Explorer, consist
of documents, such as word processing and spreadsheet files, produced
in native electronic format;
• eMail, which are indicated by the icon in the Case Explorer, consist
of e-mail produced in either Microsoft Outlook or Lotus Notes electronic
format;
Images
The image viewer is indicated by the icon in the Case Tools portion of the
Case Explorer. Images are non-searchable pictures of documents and are
connected to the document summaries. Images are created by scanning paper
documents into image format. Summation’s image capabilities include flexible
navigation, markup abilities, redaction tools and stamping tools.
OCR Base
OCR base is indicated by the icon in the Case Explorer. OCR base consists of
an image’s searchable “full text.” OCR, which stands for Optical Character
Recognition, is the process of a scanner interpreting the characters on an imaged
document as it is scanned to image format and converting it to searchable text.
OCR base notes are indicated by the icon in the Case Explorer. OCR base
notes are searchable annotations that can consist of excerpted document text, your
comments or both. In addition to text and comments, annotations also contain
searchable fields, such as date, author and related issues for organizational and
searching purposes.
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Document Collections
People
The people component is indicated by the icon in the Case Explorer. This
tool is a companion connection to a fully searchable table contained in your
Summation database used for tracking information about the cast of characters in
a case.
Chronology of Events
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Lesson 2: Launching Summation
The following steps may vary slightly depending upon the version of Windows
you are using. The steps below illustrate opening Summation using Windows XP
Professional.
*Note*
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Lesson 3: The Summation Environment
Lesson Objectives
• Review the Welcome Page
Tip
If you do not wish to see the Welcome Page upon launching Summation, click to
checkmark the Do not show the welcome page at startup checkbox in the
lower left-hand corner of the page. An information box will appear notifying you
that you can access the Welcome Page again through the Help menu.
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To close the Welcome Page:
• Click on the Close Window link in the lower right-hand corner of the
page.
QuickSearch
Bar
Case
Explorer
Home Page
Item
Tabs
Figure 1
Status Bar
Item Description
Title Bar Displays program and case name
Menu Bar Contains available menus
Toolbar Contains shortcuts to available tools
QuickSearch Bar Enter word(s) or phrase(s) and generate QuickSearch
Case Explorer Contains case elements and tools
Home Page Contains links to program functions and web addresses
Item Tabs Displays open items
Status Bar Displays status of current Summation item
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About the case Explorer
Summation’s Case Explorer holds the case elements and provides quick access to
case tools such as the Case Organizer, RealTime, slideshows and saved searches.
Notes
•All items in the top portion of the Case Explorer except personal document
collections (detailed in Working with Document Collections, page 339) are public
items.
•All items added to the Case Tools portion of the Case Explorer except the Case
Organizer are personal items.
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About the Home Page
Summation’s Home Page contains links to commonly used case tools and web
links. Summation contains four pre-designed home pages: Attorney’s Home
Page, Attorney’s Quick Start Page, Case Manager’s Home Page and Data
Coder’s Home Page. In addition to using the built-in home page web links, you
can add your own commonly used links. Summation’s Home Page tool is
detailed in Customizing Summation, page 479.
It is important to note that the Summation tools which are available through the
menus and toolbars will vary depending upon the active window. The active
window is the window containing the full color title bar; the title bar on all other
open windows will be faded. (For example, Home Page is the active window
shown in Figure 1, page 10; notice how the title bar on the Case Explorer window
is dimmed.)
Summation’s toolbar may appear on either one or two rows (see Figures 2 and 3,
below). The toolbar is divided into two parts: core tools and window-specific
tools. The buttons shown on the window-specific portion of the toolbar will
change depending upon the active window. For example, when the active
window contains a transcript, the Go To Page button will appear on the toolbar;
when the active window contains the core database, the Go To Summary button
will appear on the toolbar.
Active Window
Core Tools Specific Tools
Figure 2
Separator
Core Tools
Figure 3
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Summation Layouts
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To select a layout type:
• Click on the Layouts folder expand icon ( ) in the Case Tools portion
of the Case Explorer and double-click to select either Column and
Image, Docked Explorer or Transcript and Image.
Layouts
Folder
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The following illustrates the predefined docked explorer type layouts:
Figure 6
Tip
You can view any window in full screen mode by double-clicking on its title bar.
Double click on title bar again or press the Esc key to restore it to its previous
size and position.
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Opening and Navigating Items
You may have multiple items open in Summation at the same time. Open
Summation items by double-clicking on the item in the Case Explorer. A tab will
appear at the bottom of the screen for each open item (as shown in Figure 6, page
15). To work with an item, simply click on its tab and the item will become the
active window.
Important
If you are working in a Docked Explorer layout type the item windows will be
“docked” (anchored) in place. When an item window is moved by clicking and
dragging its title bar it becomes “undocked” (also referred to as “floating”). An
undocked/floating item will not have a tab at the bottom of the item window.
When an item window is undocked it will remain on top and possibly block the
view of other item windows. Rather than clicking and dragging the item window
back to its original location or closing and reopening the item you must reselect or
reset the layout as follows:
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Section 3: Working with Transcripts and
Annotations
This section contains the following lessons:
In Practice
In this section you will learn all aspects of working with transcripts in
Summation, including loading, organizing, searching, annotating, producing
reports and extracting deposition designations.
The instructions provided for searching transcripts apply to searching all other
elements of a Summation case. Once you have mastered the core searching
techniques in one element of Summation, you have mastered the core searching
techniques in all elements of Summation.
Important note about searching in Summation: The search results display will be
determined by the active window when the search is executed. If the item
window is active (see Searching Using the Transcript Window, page 45) the
results will be displayed in the item window; if the Case Explorer is the active
window (see Searching Using the Case Explorer, page 47) the results will appear
in search results outline view which provides a summary of the search results and
links to the location of the hits. This holds true for searching all elements of
Summation.
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Lesson 1: Managing Transcripts
Lesson Objectives
• Load transcripts
• Remove transcripts
All transcripts loaded in a Summation case will appear in the top portion of the
Case Explorer in the Transcripts folder. You may also create custom transcript
folders for organizational purposes.
Transcripts
Folder
Transcripts
Loading Transcripts
Transcripts can be in Amicus, Summation, ASCII text or SBF format for loading
in Summation. You can load single or multiple transcripts using Summation’s
load tool, or load transcripts one at a time using the drag and drop method.
Transcripts in SBF format (transcripts created by a court reporter using the
Summation TranSendCRPlus software) can be loaded one at a time or multiple
transcripts at a time and may also include video and links to exhibits.
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Loading Transcripts Using the Load Tool
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You will be returned to the Load Transcript dialog box and the
documents in the selected location will appear in the Files field.
Item Description
Copy Options Rename: Renames the original filename (this is not the name that
will appear in the Case Explorer; it is the Windows filename)
Copy All: Copies all files listed in the Files field
Convert: Converts transcripts on MS-DOS format to Windows
ANSI format
Description Use Filename: Uses the Windows filename as the transcript
description
Ask me: Prompts you to enter a description during the load process
(The description is the name that will appear in the Case Explorer.)
TranForm Use TranForm: Prepares transcript format for Summation import
Copy: Begins the load process
Close: Closes the Load Transcript dialog box
4. Click to checkmark the Copy All checkbox to load all files in the
Files list or hold down the Ctrl key and click to select individual
transcripts in the Files list.
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Lesson 3: Searching Transcripts
Lesson Objectives
• QuickSearch transcripts
QuickSearching Transcripts
You can search an individual transcript or multiple transcripts simultaneously.
When you search a single transcript, you can choose to view the results in either
the transcript window or in outline view; when you search multiple transcripts, the
search results will appear in outline view.
If the transcript window is the active window when a search is executed, the
results will be displayed in the transcript window. (See, Searching Using the
Transcript Window, below.) You can search only one transcript at a time and
review the results in the transcript window.
If the Case Explorer is the active window (with the appropriate transcript(s)
checkmarked) when a search is executed, the results will be displayed in outline
view. (See, Searching Using the Case Explorer, page 47.) You can search
multiple transcripts using the Case Explorer method.
Tip
A QuickSearch will search for whole words or phrases. To search for partial
words or phrases use the asterisk (*) wildcard in your search terms. The *
wildcard may be placed at the beginning or end of a search term and will search
for any number of unknown characters (e.g., accident* will find: accident,
accidents, accidental and accidentally; *lying will find: lying, flying, implying
and underlying).
Use the transcript window to search a single transcript at a time and review the
results in the transcript window.
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To search using the transcript window:
QuickSearch
Box
3. Type the word or phrase you wish to search for, using the *
wildcard where necessary.
Once you have reached the last occurrence in the transcript, the
following prompt will appear:
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Creating Designations
Transcript designations are produced by creating an annotation and using a
designation in the issues field. Before you create transcript designations, you
must first set up the designations (e.g., plaintiff’s designations, defendant’s
designations).
The Issues look-up table will open and the New Entry for Issues
dialog box will appear as follows:
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4. Type the designation description in the Issue field.
7. Click on the Close button ( ) on the New Entry for Issues dialog
box title bar to display the Designations table.
10. Click to select the designation and click on the Color button
( ) to color code the designation.
11. Click to select the color you wish to associate with the designation.
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15. Click on the OK button ( ) to close the Setup Designations
dialog box.
1. Select the text in the page and line range you wish to designate.
The Note Tablet will open with the transcript name and page and
line range in the title bar as shown in the example below.
Title Bar
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Working with Transcripts and Annotations:
Skills Builder
In this exercise you will:
9 Load a transcript
1. If it is not already open, open the [Your First and Last Name]
v Bad Guy case.
Filename Description
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4. When you generate a transcript search, what window should be
active if you want to review search results in the transcript
window?
9. Search all transcripts for the terms procedures and fire* so the
search results can be reviewed in outline view.
10. Search all transcripts for the terms Presley and fire*. How many
hits did you get?
11. Change the AND proximity to 15 and search all transcripts again
for the terms Presley and fire*. How many hits did you get?
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12. Change the AND proximity back to 5.
13. Search all transcripts containing the words fire and either Joy or
Andersonny (the results must contain fire* and must contain
either Joy or Andersonnny). How many hits did you get?
15. Open the Green, Ann – Vol 1 transcript; go to page 33; select
lines 10 through 15 and print the transcript excerpt.
16. Open the Green, Ann – Vol 2 transcript and search for fire* and
procedures using the transcript window. For the first three hits,
copy the question and answer testimony into a transcript
annotation. Create and assign the issue Plaintiff Actions.
18. Use the note tablet view to search for all transcript annotations
containing the word elevation in the body.
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Section 4: Working with the Core
Database
This section contains the following lessons:
In Practice
The Core Database houses the case’s document index and may be used to hold
both objective and subjective data about the documents – whether they are in
paper or electronic form. Prior to adding data to the Core Database you should
determine your goal in creating the database. In addition to managing documents
and searching data, will you use the data for other purposes such as generating
privilege logs and trial exhibit lists or sharing data with parties outside of your
firm?
In this section you will learn how to: type the data into the database; use the
electronic discovery tools; and use a Summation load file. Data importing is not
addressed in this training manual; however, the Summation On-Line Help system
provides step-by-step instructions.
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To sort in form view:
You can set the default sort order for search results in column view or form view.
The sort order will remain as selected until you change it again.
To set the search results sort order for column view and form view:
The following Core Database Query dialog box will open to the
Sort Order tab:
3. Click to select the field you wish to sort by in the Field List.
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6. Click on the Exploded Sort button ( ) next to the field in the
Sort By list if it is a multi-entry field you wish to perform an
exploded sort on.
7. Repeat steps 3 through 6 for each field you wish to sort by, placing
them in the desired sort order precedence from top to bottom.
8. Click on the OK button ( ) to set the sort order and close the
dialog box.
Tallying Data
Summation’s tally feature will list each value in a column and display the number
of times the value appears in that column in the database. This is particularly
useful for catching spelling errors and inconsistent data entry.
To tally a column:
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Lesson 3: Loading eDocs and eMail
Lesson Objectives
• Add the eDocs and eMail folder to the Case Explorer
eDocs are evidentiary documents that have been produced in native electronic
format, such as word processing files and spreadsheets. Once eDocs are loaded
into Summation, they are fully searchable and can be viewed using the eDocs
viewer.
eMail are e-mail and their attachments which have been produced in native
electronic format. Once eMail and eMail Attachments are loaded into
Summation, they are fully searchable and can be viewed using the eDocs viewer.
Supported e-mail formats are Microsoft Outlook and Lotus Notes.
Once loaded into Summation, the text of eDocs, eMail and eMail attachments are
fully viewable and searchable and the Media field of the core database is
populated with the proper media type (eDoc, eMail or Attachment).
Additionally, the fielded text of eMail (e.g., to, from, subject, body) is populated
into corresponding fields in the core database. (This applies to eMail only as
eDocs and eMail Attachments do not consist of standard fields of information
and, therefore, cannot be populated into core database fields.)
Important
You should check all electronic files for viruses prior to loading.
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Note
Summation load files are also used to connect images to a Summation database.
If your load file contains both electronic discovery and images, the images must
be copied to the proper image location. (Instructions related to loading images
with a .dii file are detailed in Loading Images Using a Load File, page 217.)
Tip
If your database already contains data it is a good practice to back-up your
database prior to loading electronic discovery (see, Backing Up the Database,
page 199).
If you did not checkmark the Use the E-Form for eDocs & eMail option
when you created the case (see Creating Cases, page 18), you must (1) add the
eDocs and eMail folder, and (2) select the E-form prior to loading eDocs.
Case Name
2. Select the Create New → Folder option from the context menu.
The Create New Tree Item dialog box will appear as follows:
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Section 5: Working with Images
This section contains the following lessons:
In Practice
In this section you will learn how to load and work with images in a Summation
database. Images are connected to their corresponding summaries in the Core
Database. While you do not have to have images in order to use the Core
Database, it is an added benefit. Adding images to your Summation database
allows you to: (1) have a pristine set of your paper documents; (2) create mark-
ups and redactions; and (3) use the production set (page 300) and briefcase (page
360) tools to share data with parties outside of your firm.
Prior to having your documents imaged you should decide upon and discuss the
following with your imaging vendor:
Additionally, you may request that your vendor provide ocrBase (detailed in
Working with OCR Base, page 247) and/or coded data that can be loaded along
with the images in the Summation load file.
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Lesson 1: Loading Images
Lesson Objectives
• Check the network status
No other people may be working in the database when the database images are
being loaded. Prior to loading images you should check the network status to
determine if anyone else is currently working in the database.
Tip
If your database already contains data it is a good practice to back-up your
database prior to loading images (see, Backing Up the Database, page 199).
1. With the Case Explorer window open and active, click on File →
Net Status on the menu bar.
The following Summation Net Status Log dialog box will appear
and display a list of all people currently using Summation and
which case they are working in (you may need to resize the
columns in the dialog box in order to see the database names):
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2. Click on the OK button ( ).
Prior to loading images into a Summation case, you must copy them to the
location from which they will be read unless you intend to read them directly
from the cd.
Case
Detail
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Section 7: Working with Production Sets
This section contains the following lessons:
In Practice
In this section you will learn how to create and manage production sets in
Summation. Production sets can be used for many purposes, including tracking
discovery production, tracking documents provided to expert witnesses, creating
and stamping document numbers on images and creating document sets for
sharing with parties outside of your firm.
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Lesson 1: Creating Production Sets
Lesson Objectives
• Create production sets
Prior to creating a production set, you must select the summaries from which you
wish to create the production set in either column view or form view. If you
intend to briefcase the production set and stamp the prodno (production number)
onto the image as a new docid, you should first set up the stamp options (see
Stamping Images, page 233).
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The following Make a Production Set dialog box will appear:
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Index
Organizing fields......................................... 390–91
Sorting............................................................... 390
A Column
Heading (label).................................................. 194
Companion databases ................................................. 7
Annotations...................................................See Notes
About ................................................................ 340
Connecting to .............................................. 341–43
Editing summaries....................................... 348–50
B Navigating................................................... 344–45
Opening....................................................... 343–44
Backup Searching - using column view ................... 345–46
Core database.....................................198, 199–200 Searching - using the case explorer............. 346–48
OCR Base ..........................................................294 Sorting............................................................... 345
Blaze Connectors......... 53, 157, 162, 171, 273, 278, 331, 333
Core database.........................................198, 203–4 Control list.............................................................. 248
Briefcases....................................................................7 Core database ......................................................... 5–6
About .................................................................359 Adding summaries ...................................... 109–12
Creating .......................................................360–63 Adding summaries - column view............... 109–11
Navigating ...................................................363–65 Adding summaries - form view................... 111–12
Opening .............................................................364 Backup .............................................. 198, 199–200
Searching - using column view....................365–66 Blaze ..................................................... 198, 203–4
Searching - using the case explorer..............366–68 Check ................................................ 198, 200–201
Browser briefcase Editing......................................................... 109–19
Creating .......................................................368–70 Editing summaries....................................... 113–17
Opening and navigating...............................370–71 Editing summaries - column view............... 115–16
Burning in redactions and stamps .....................240–41 Editing summaries - form view................... 116–17
Evidence links............................................. 454–57
Navigating............................................. 97, 98–108
C Navigating in column view ............................... 100
Navigating in form view ............................... 104–5
Opening....................................................... 98–105
Case elements .........................................................5–7
Opening in column view ..................................... 99
Case Explorer
Opening in form view ................................... 103–4
About ...................................................................11
Organizing fields........................................... 101–2
Case organizer
Pack....................................................... 198, 202–3
About .................................................................466
Print format ................................................. 188–93
Adding data .................................................467–73
Printing........................................................ 186–97
Editing data..................................................473–75
Printing search results reports ..................... 194–97
Formatting data............................................474–75
Printing summaries ..................................... 186–93
Navigating ...................................................466–67
Restore .................................................. 198, 204–6
Opening .......................................................466–67
Search sort order ............................................... 108
Sorting ...............................................................475
Searching .................................................... 109–83
Categories .................................................See Tagging
Searching - complex compound ........................ 162
Check
Searching - compound................................. 156–62
Core database.....................................198, 200–201
Searching - compound using column and form
Network status136, 198–99, 216–17, 248–49, 248–
view ....................................................... 157–58
49, 411–12, 425
Searching - compound using the case explorer 158–
OCR Base ....................................................294–95
62
Checking network status ...... 216–17, 216–17, 198–99,
Searching - context menu............................ 162–69
216–17, 248–49, 216–17, 216–17, 216–17
Searching - near values ............................... 181–84
Chronology of events
Searching - setup search.............................. 162–65
Editing summaries .......................................392–94
Searching - vocabulary................................ 169–70
Searching - using column view..........................397
Selecting summaries to print ....................... 187–88
Searching - using the case explorer..............398–99
Sorting........................................................... 105–8
Chronology of events table
Sorting - simple sort ...................................... 105–6
Adding summaries .............................................392
Sorting - tally .........................106–8, 106–8, 106–8
Navigating ...................................................389–90
Spell check .................................................. 130–29
Opening .......................................................388–89
Utilities...................................................... 198–206
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Creating briefcases............................................360–63 Editing - deleting fields................................410–24
Creating cases ............................................... 17, 18–20 Editing - formatting field styles ...................416–23
Creating production sets ......................... 299, 300–306 Editing - moving fields ................................423–24
Editing - resizing fields..................................... 423
E-form........................................................404, 406
D E-review form................................................... 407
E-standard form ................................................ 408
Form editor ..................................................412–13
Deleting cases ............................................... 17, 23–24
Review form ..............................................404, 410
Designations
Selecting ....................................................403, 405
Creating ...............................................................65
Standard form ........................................404, 406–9
Printing ..........................................................89–92
Fuzzy searching
Dii file........................... 144–47, 217–20, 248, 217–20
Transcripts .................................................... 56–60
Document collections .................................................7
Fuzzy setting
Briefcases ......................................................7, 339
OCR Base ......................................................... 284
Companion databases ....................................7, 339
Transcripts .......................................................... 57
Remote databases ..........................................7, 339
E H
Home page ............................................................. 479
eDiscovery
About .......................................................... 12, 480
Loading with a dii file .................................144–47
Adding links.................................................483–85
Processing.................................................... 135–38
Customizing.................................................482–85
Editing
Default .........................................................482–83
Core database summaries ............................113–17
Navigating......................................................... 482
Forms...........................................................410–24
Opening ............................................................ 481
Remote database summaries........................356–58
eDocs ..........................................................................6
Loading........................................................134–41
Loading with a dii file .................................144–47 I
eMail...........................................................................6
Loading........................................................141–44 Images.................................................................... 5–6
Loading with a dii file .................................144–47 Attaching to transcript notes ........................447–49
Production sets ............................................316–18 Evidence links..............................................457–65
eMail attachments.......................................................6 Layouts ........................................................226–27
Evidence linking Loading........................................................216–22
Core database ..............................................454–57 Loading - checking network status216–17, 216–17,
Images .........................................................457–65 216–17, 216–17, 216–17, 216–17
Transcripts...................................................450–54 Loading - dii file ............................217–20, 217–20
Loading - drag and drop...............................220–22
Marking-up ..................................................229–41
F Marking-up - adding ....................................229–30
Marking-up - deleting ..................................230–33
Marking-up - editing....................................230–33
Family summaries............................... 120–22, 183–84
Marking-up - redacting ................................237–40
Field
Marking-up - stamping ................................233–37
Heading (label) ..................................................194
Navigating....................................................224–25
Find note.............................................................78–80
Opening .......................................................223–24
Folders ...................................................... See Tagging
Printing ........................................................241–42
Forms
Redacting .....................................................237–40
About.................................................................404
Redactions - burn in.....................................240–41
Creating ............................................... 403, 425–37
Stamping ......................................................233–37
Creating - adding fields ............................... 428–30
Stamps - burn in...........................................240–41
Creating - formatting field styles.................430–36
Integrated searching ..........................................442–43
Creating - look-up tables .............................433–36
Creating - moving fields ....................................437
Creating - resizing fields..............................436–37
Creating new forms .....................................426–28 L
Customizing ................................................410–24
Editing .........................................................410–24 Launching Summation ............................................... 8
Editing - adding fields ................................. 414–16 Layouts
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About .............................................................12–15 About ............................................................ 12–15
All tab ..................................................................13 Briefcases.................................................... 363–65
Arranging windows .....................................493–94 Case organizer............................................. 466–67
Column and image.......................................226–27 Companion databases.................................. 344–45
Customizing.................................................493–95 Core database .............................................. 98–108
Docked explorer ..................................................13 Core database column view............................... 100
Opening .............................................................495 Core database form view............................... 104–5
Saving ................................................................494 Home pages....................................................... 482
Transcript and image .........................................226 Images......................................................... 224–25
Loading OCR Base ................................................... 252–55
eDocs ...........................................................134–41 Pleadings........................................................... 328
Images .........................................................216–22 Remote databases........................................ 352–53
Images - dii file............................................217–20 Transcript notes................................................... 73
Images - drag and drop ................................220–22 Transcripts .................................................... 42–44
OCR Base - attach document method ................248 Near values
OCR Base - control list......................................248 Finding ........................................................ 181–84
OCR Base - dii file ......................................248–52 Network status
OCR Base - full text method..............................248 Check . 248–49, 216–17, 198–99, 136, 411–12, 425
Pleadings..............................................323, 324–27 Notes
Lookup table Attaching images......................................... 447–49
Issues .............................................................67–68 OCR Base ............................................................. 6
Look-up table Transcript .................................................. 5, 65–92
Issues .............................................................25–26 Transcript - marking...................................... 81–82
Names ............................................................25–26 Transcript - printing ...................................... 81–92
Look-up table Transcript - printing search results reports.... 83–85
Adding data .................................................113–14
Look-up table
Names ................................................................113 O
Look-up table
Issues .................................................................113
OCR
Look-up table
Creating ............................................................ 263
Privlge ...............................................................113
OCR Base................................................................... 6
Look-up table
Backup .............................................................. 294
Doctype..............................................................113
Check .......................................................... 294–95
Look-up table
Fuzzy setting ..................................................... 284
Prprtie ................................................................113
Loading - attach document method ................... 248
Look-up table
Loading - control list......................................... 248
Names ................................................................118
Loading - dii file ......................................... 248–52
Look-up table
Loading - full text method................................. 248
Issues .................................................................118
Navigating................................................... 252–55
Look-up table
Opening....................................................... 265–66
Privlge ...............................................................118
Printing search results reports ..................... 291–93
Look-up table
Search settings ............................................ 272–74
Doctype..............................................................118
Searching - compound searching using the case
Look-up table
explorer.................................................. 276–78
Prprtie ................................................................118
Searching - fuzzy searching using the OCR base
Look-up table
window .................................................. 285–87
Adding data .................................................118–20
Searching - search settings .......................... 272–74
Look-up table
Searching - using the case explorer............. 270–72
Connecting to field ......................................420–23
Searching - vocabulary searchinig using the OCR
base window .......................................... 279–80
OCR Base annotations..................See OCR Base notes
M OCR Base notes ......................................................... 6
Opening briefcases ................................................. 364
Marking Opening cases........................................................... 22
Transcript notes .............................................81–82 Opening companion databases ......................... 343–44
Opening home pages .............................................. 481
Opening images................................................ 223–24
N Opening OCR Base .......................................... 265–66
Opening remote databases...................................... 352
Opening the case organizer .............................. 466–67
Navigating
Opening the core database................................ 98–105
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Opening the form editor....................................412–13
Opening transcripts.............................................42–43
Q
Organizing fields ................................................101–2
Overview ................................................................4–7 QuickSearching...................................... See Searching
P R
Pack Redacting images ..............................................237–40
Core database ........................................ 198, 202–3 Redactions
Parts of the screen...............................................10–15 Burning in ....................................................240–41
Case Explorer ................................................10, 11 Related summaries ..........................................120, 183
Home page.....................................................10, 12 Remote databases ....................................................... 7
Layouts ..........................................................12–15 About ................................................................ 351
Menu bar .............................................................10 Editing summaries .......................................356–58
QuickSearch bar ..................................................10 Navigating....................................................352–53
Toolbar ..........................................................10, 12 Opening ............................................................ 352
Window tabs........................................................10 Searching - using column view......................... 354
People table Searching - using the case explorer..............354–56
Adding summaries.......................................380–81 Renaming cases........................................................ 21
Editing summaries .............................................381 Restore
Navigating ................................................... 377–78 Core database.........................................198, 204–6
Opening .......................................................376–77
Organizing fields .........................................378–79
Searching - using the case explorer .............384–85 S
Sorting ...............................................................378
Pleadings Search operators..............................171, 172, 179, 180
Folder ..........................................................324–27 Searching
Incrementally blazing ........................................327 Briefcases - using column view ...................365–66
Loading................................................ 323, 324–27 Briefcases - using the case explorer .............366–68
Managing..................................................... 324–27 Companion databases - using column view .345–46
Navigating .........................................................328 Core database...............................................109–83
Searching.....................................................329–36 Core database - complex compound ................. 162
Searching - search settings ..........................331–32 Core database - compound...........................156–62
Searching - using the case explorer .............329–30 Core database - compound searching using column
Searching - vocabulary ................................333–36 and form view.........................................157–58
Printing Core database - compound searching using the case
Core database ..............................................186–97 explorer...................................................158–62
Core database format ...................................188–93 Core database - context menu ......................162–69
Core database search results reports .... 186, 194–97 Core database - near values..........................181–84
Core database summaries ............................186–93 Core database - setup search ........................162–65
Images .........................................................241–42 Core database - using context menus ...........162–69
OCR Base search results reports..................291–93 Core database - viewing family summaries .183–84
Search results reports...................................444–46 Core database - vocabulary ..........................169–70
Transcript cites ..............................................86–89 Integrated .............................................441, 442–43
Transcript designations..................................89–92 Multiple case elements.................................442–43
Transcript notes .............................................81–92 OCR Base - compound searching using the case
Transcript notes search results reports...........83–85 explorer...................................................276–78
Transcript search results reports ....................62–64 OCR Base - fuzzy searching using the OCR base
Transcripts...........................................................61 window ...................................................285–87
Transcripts, excerpts and reports ...................61–64 OCR Base - search settings..........................272–74
Production sets OCR Base - using the case explorer.............270–72
Creating ............................................. 299, 300–306 OCR Base - vocabulary searching using the OCR
eMail ...........................................................316–18 base window ...........................................279–80
History.........................................................312–15 Pleadings......................................................329–36
Reports ........................................................309–11 Pleadings - using the case explorer ..............329–30
Retrieving ..........................................................308 Pleadings - vocabulary.................................333–36
Remote databases - using column view ............ 354
Remote databases - using the case explorer .354–56
Transcript notes............................................. 74–80
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Transcript notes - compound ...............................74 Opening............................................................... 65
Transcript notes - using case explorer............76–78 Printing.......................................................... 81–92
Transcript notes - using find note ..................78–80 Printing search results reports ....................... 83–85
Transcript notes - using note tablet view .......74–75 Search results reports .............................. 78, 83–85
Transcripts .....................................................45–60 Searching ................................................ 65, 74–80
Transcripts - compound .................................48–52 Searching - compound......................................... 74
Transcripts - compound searching using the Searching - using case the explorer............... 76–78
transcript window .....................................50–51 Searching - using find note ........................... 78–80
Transcripts - fuzzy searching .........................56–60 Searching - using note tablet view ................ 74–75
Transcripts - search settings...........................49–50 Transcripts.................................................................. 5
Transcripts - using the transcript window......45–46 Annotations ............................. See Transcript notes
Setup search ......................................................162–65 Deleting............................................................... 30
Sort Evidence links............................................. 450–54
Case organizer ...................................................475 Folders .................................................... 30, 38–41
Companion databases ........................................345 Folders - copying transcripts to..................... 40–41
Core database.................................................105–8 Folders - moving ................................................. 40
Core database - search sort order .......................108 Fuzzy searching ............................................ 56–60
Core database - simple sort ............................105–6 Fuzzy setting ....................................................... 57
Core database - tally .............. 106–8, 106–8, 106–8 Loading ............................................................... 30
Spell check........................................................130–29 Managing ................................................ 29, 30–41
Stamping images...............................................233–37 Navigating..................................................... 42–44
Stamps Notes ............................................................. 65–92
Burning in....................................................240–41 Printing................................................................ 61
Summation environment .......................................9–15 Printing search results reports ....................... 62–64
Parts of the screen..........................................10–15 Removing............................................................ 30
Welcome page .................................................9–10 Search results reports ........................ 48, 52, 56, 60
Searching ...................................................... 45–60
Searching - compound................................... 48–52
T Searching - compound searching using the
transcript window .................................... 50–51
Searching - fuzzy .......................................... 56–60
Tagging .............................................................124–29
Searching - search settings ............................ 49–50
Setting up...........................................................127
Searching - using the transcript window ....... 45–46
Tag view ............................................................126
Tagging summaries............................................129
Tally............................................ 106–8, 106–8, 106–8
Toolbar U
Arranging...........................................................492
Customizing.................................................491–92 Utilities
Settings ........................................................491–92 Core database ............................................ 198–206
Transcript annotations.................. See Transcript notes
Transcript cites
Printing ..........................................................86–89 V
Transcript designations
Creating .........................................................69–72
Vocabulary
Printing ..........................................................89–92
Core database .............................................. 169–70
Transcript notes...............................................5, 65–92
Pleadings..................................................... 333–36
Attaching images .........................................447–49
Creating .........................................................65–67
Designations ........................................................65
Find note..................................................74, 78–80 W
Issues - adding data to the look-up table........67–68
Marking .........................................................81–82 Welcome page ...................................................... 9–10
Navigating ...........................................................73
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