Beruflich Dokumente
Kultur Dokumente
Walk-through: Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
n Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
n Search Limiters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
n Combining Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
n Form Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Walk-through: E-Discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
n Importing E-Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
n Importing E-Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Walk-through: Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
n Printing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
n Report Writer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Features
Successful legal teams know that winning doesn’t happen by accident. It takes the right skills, the right
information, and the right tools. Now you can strengthen your case by using the latest and very best in
discovery management technology: Concordance® 2007 and Concordance® Image.
There’s simply no more cost-effective, time-efficient way to manage the high volume of documents—
depositions, transcripts, e-mail and other e-discovery—generated during litigation. Concordance makes it
easy to identify, organize, and analyze case critical information. Then collaborate and share—across a firm
or around the world.
This Getting Started Guide will help to get you up to speed on the basics in no time. It’s not often you find
such power in such an easy-to-use program.
Insert the demo CD into your CD-ROM drive—the Concordance installation program “TestDrive.exe” will
start automatically.
1. From the window titled Welcome, click Next.
2. The next window is titled “Choose Destination Location.” The default installation
location is the \Concordance Demo folder on your C: drive (your local hard drive),
but you may select a different folder if you prefer. Click Browse to select the folder
of your choice.
3. Click Next to continue. Click Next again to select a “Typical” installation.
4. Click Next again to add Concordance to your Start bar. This will begin the
installation.
5. Click Yes to create a Concordance icon on your desktop, or No if you’d rather not.
6. Click Finish when the install prompts you.
Congratulations! You’ve successfully installed Concordance and Concordance Image. You should now
have a Concordance icon on your desktop, and Concordance on your Start menu, two easy ways to launch
the product.
Let’s get started using Concordance. Double-click your icon, or select Concordance from your Start menu
to begin.
| www.lexisnexis.com/concordance
Getting Started Guide
When you first open the database you will be in Browse view and looking at document number 1 in our sample
document set.
The large toolbar at the top of the screen is the Standard Toolbar in Concordance. These icons make it easy to
navigate through your database. You can change how you view your documents by clicking these buttons. To
sample the different views that are available, try pressing these four buttons in different combinations. Click
two buttons to see the views displayed together.
1. One of the most popular ways to review documents in Concordance is to have both
the Table View and the Browse View open at the same time. Click the Table button to
display the Table View below the Browse View, as shown in the following figure. Browse
View shows document detail, while the Table View allows you to see multiple documents
in ranges, quickly and easily. The default display for split views is top and bottom—the
first view button you click
displays that view on top.
2. You can also display the
views side by side. Go to
View, then Split screen,
and then Left – Right. The
first view button you click
displays that view on the
left. When in Browse View
and Table View, you can
adjust the window width
by dragging the divider left
or right to suit your needs.
| www.lexisnexis.com/concordance
Getting Started Guide
Document Navigation
The four navigation buttons on the Dynamic toolbar at the bottom left of the window let you move through
the documents in the database with ease.
First document
Previous document
Next document
Last document
Take a moment to use the Previous and Next document buttons to step through your records. You’ll notice
that the Status bar at the bottom of the window keeps track of which document you are viewing.
Goto
The Goto button in Concordance allows you to jump to any document
simply by typing the record number you’d like to view. Any document in
the database is just a click away.
—OR—
| www.lexisnexis.com/concordance
Getting Started Guide
As in the last example, right-click on the Table, but this time click in the DOCDATE column. Select Tally
DOCDATE from the right-click menu.
From here it is easy to assign different team members to review specific document subsets based on
your parameters. To do this, just click on the Tags tab. Create a new folder with a reviewer’s name, type
Jane Smith Review. Drag and drop the documents into the newly created Jane Smith Review folder for
further review. Tally also allows you to print your tally results or save them to a text file.
| www.lexisnexis.com/concordance
Getting Started Guide
Walk-through: Searching
With Concordance 2007 we have added a new way to search, so advanced it’s actually simple. We call it
Simple Search. With Simple Search you do not need to know “Boolean Logic” for fast and effective document
searching.
Click Search.
You should have 1 document that matches your search terms. That’s a complicated search made simple!
Take a moment to review the “Cowco” search results. You already have all the skills needed to view and
navigate your results.
Click the arrow at the right of Quick Search to see a list of your recent searches. Select a search number to
perform that search again.
10 | www.lexisnexis.com/concordance
Getting Started Guide
Search Limiters
If you’re looking for absolute precision,
Concordance allows you to search for
any word in any field you want.
1. Click within Quick Search, and
then, type bankruptcy.title.
The periods are called Field Limiters.
By using the periods or dots, you’re
telling Concordance to search only
within the field(s) specified between the
two dots.
2. Click Enter.
This search retrieved only one document.
That’s because this is the only document
in the database with the word bank- Field-Limited Search Results in Browse View
ruptcy in the TITLE field.
Combining Searches
As we mentioned, you don’t need to be experienced at Boolean searching to find your documents. However,
Concordance supports the use of Boolean searching—combining terms, such as AND, OR, NOT, or the
Exclusive OR, XOR. In the Quick Search bar, try the search “cowco and bankruptcy” to find those documents
that contain both words. Then, try the search “cowco or bankruptcy” to find those documents that contain
either word.
You can also combine searches that you’ve limited by field, as in the “bankruptcy.title” search we tried
earlier. Try the search “memorandum.doctype and cowco.title.” This will find only those documents that
are memos, and have the word “Cowco” in the title. And this is only a small sample of the searching
capability available in Concordance right from the Quick Search bar.
Tip:
With Field Limiters, you can specify multiple fields between the dots .
by using a comma between each field.
For example, If you’re searching for “Smith” in the TO and CC fields, type: .
“SMITH.TO,CC.”
2. To start using Form Search, type Cowco in the first Look for box.
3. Click on the down arrow in the Connector box. Select or instead of the default adj
(which stands for adjacent)
4. Then type Goniff, one of your main players in the case, into the second Look for box.
5. To see your results in Table View, click Search then Table. To see your results in Browse
View, click Search then Browse.
12 | www.lexisnexis.com/concordance
Getting Started Guide
For just about any reason you could imagine needing to flag a document by hand, you can Tag it in
Concordance.
You can even select multiple records while in Table View and drag and drop the records to any tagged document
group. Just hold down SHIFT or CTRL, click the desired records and then drag them to whatever tag you wish.
Tip:
Once you’ve highlighted records in Table view, you can right-click .
and send them to Excel® for easy data sharing.
14 | www.lexisnexis.com/concordance
Getting Started Guide
By selecting Tag names from the list on the left, Concordance allows
you to query the database based on one Tag, multiple Tags, or every
Tag in the database.
You may also apply Tags to every document in the current query, or
remove Tags with one click.
2. Click Attorney Client Privilege, hold down the
CTRL key, click bundle1, and then click bundle2.
This selects all three Tag sets. Then under “Create
query from,” click Selected tags. Concordance
will instantly find all the documents that have
had those Tags applied.
3. Click OK when you’re ready to browse your
documents or view them in the Table.
Tip:
You can use the Tag/Issue Management dialog box to tag records
with multiple tags at one time by using SHIFT-click or CTRL-click.
Other features include querying on records marked for deletion,
and records edited since the last database. Other features include
querying on records marked for deletion, and records edited since
the last time the database was re-indexed.
16 | www.lexisnexis.com/concordance
Getting Started Guide
Tag History
With the new organizational tools in Concordance 2007, you now
have access to helpful statistics on tagged documents which provide
for improved case management. Take a moment to become familiar
with these useful tools:
1. Open the Tag history panel by clicking the icon at the top
right of the panel. The Tag history panel displays showing tags
added and deleted by user and date.
2. Close the Tag history panel by clicking the icon at the top
right of the panel.
Tag Statistics
1. Open the Tag statistics panel by clicking the icon
at the top right of the panel. The Tag statistics panel
displays showing Tag statistics by Tags and by Users.
To see how easy it is, just highlight a section of text from the Browse view, right-click it, and then select Send
to -> CaseMap. You will need a copy of CaseMap open to receive the data.
18 | www.lexisnexis.com/concordance
Getting Started Guide
Walk-through: Transcripts
Concordance is more than a litigation repository, it’s also a transcript manager. Let’s open an electronic
transcript to find out more about how Concordance can simplify managing your depositions and transcripts.
1. Click the Databases button. In the Databases panel, click Open database, and then
select Sample Transcripts.dcb.
2. Once the transcript opens, you’ll notice that browse View has now become a transcript
display. The left margin displays your transcript’s page and line numbers.
Annotations
Just as you can tag documents in production databases, you’ll want to add Issue Tags and Notes to your
depositions and transcripts. Issue tagging and Notes are easily managed in Concordance transcripts.
1. Click the Notes button to display the Notes panel. The Notes panel allows you to
browse through the notes you’ve added, as well as navigate your transcripts from note
to note, simply by clicking the note itself.
Viewing Notes
20 | www.lexisnexis.com/concordance
Getting Started Guide
Notes Editor
Tip:
An easy way to add an annotation is to create a Quick Mark. Click a line number to highlight it; click the highlight .
to remove it. Quick Marks are primarily used during live testimony, as the transcript is scrolling by.
Tip:
n Use Notes to add native documents or even hyperlinks to your databases as well as adding comments .
and issue coding your documents.
n All Notes are also available in non-transcript databases and are fully searchable.
22 | www.lexisnexis.com/concordance
Getting Started Guide
Hyperlinks
Concordance can hyperlink to any external document that’s installed on your computer or network. If you
can launch it in Windows®, you can launch it from Concordance. Adding attachments is a very easy, but
very powerful process. For example, you can:
n Add video or audio to your transcript
n Link to a spreadsheet or table that can clarify a point made by the deponent
n Look up a reference to a Web site, or even link to one particular image on a Web page.
The possibilities are almost endless.
1. Try attaching a document or Web page now. Right-click the highlighted text, and then
open the Notes Editor.
2. Click the Attachment tab, and then select an external file or linked image.
3. To hyperlink the file to your transcript text, click Open attachment when
note is clicked.
If you’d like to give it a try, you can add to our Concordance transcript database by importing a couple
of depositions from the samples provided.
1. In the Documents menu, click Import -> Transcripts. In the
Import Transcripts dialog box, navigate to the C:\Program
Files\LexisNexis\Concordance\Database folder. There you’ll
see two transcripts: one called Sample Deposition.ptf and one
called SampleDeposition.txt.
24 | www.lexisnexis.com/concordance
Getting Started Guide
Loading Transcripts
Now that you’ve successfully imported the transcript, you need to load it into the database. The Load transcripts
dialog box will appear and show the deponent’s name as found in the deposition header, the date and time the
deposition was taken, and formatting information such as the starting page, number of lines per page, and so on.
1. The full text of the deposition is also contained in the Load transcripts dialog box as
shown in the following figure. Review the deposition and confirm that this is the one
you wanted to import.
2. Click Save to load the transcript. The second transcript shows up automatically.
3. Click Save to load the second transcript, and then click Done when complete.
Notice the Concordance window title bar. It lists the current deponent, and the date
and time of the deposition or transcript.
There are already notes and issues on this transcript. Since this deposition was exported
from LiveNote, Concordance has kept all the markups intact, allowing you to work
between products without missing a beat.
5. Go to the next document. Plain text transcripts import into Concordance just as easily
as PTF or PCF files do, but without the markups.
Tip:
If all the transcripts are to be loaded with the default settings, you can click Save all with default settings, .
and then click Save one time to import them all. Though it’s true that every transcript is unique, you may get .
a number of them with identical formatting.
26 | www.lexisnexis.com/concordance
Getting Started Guide
Walk-through: E-Discovery
Concordance 2007 includes an enhanced e-discovery import Wizard to help you reduce the time and cost of
document review. Let’s take a moment to learn how you can use the power of Concordance to manage your
e-mail and e-documents. First we’ll need to import all of your e-mail and e-documents into Concordance
for fast and accurate searching.
Concordance can import Outlook® PST files, PDFs, and any document that Microsoft® Office can open, including
PowerPoint® presentations, Excel spreadsheets, and Word and WordPerfect® documents.
1. Open an e-documents database. Click File -> Open, and then select Sample Edocs.dcb
This database already contains several different types of e-documents. The document
type, author, date, and other valuable metadata are mapped to fields in the database
during the import process reducing the need for document coding.
2. A link to the original document is added to the FILEPATH field. Click this link to open
the document in its native application.
3. The text of the e-document has been extracted to the TEXT field enabling you to use the
powerful Concordance search and reporting functionality.
28 | www.lexisnexis.com/concordance
Getting Started Guide
4. When loading e-documents, the order of the documents depends on the order of
your file selection. Be sure to take a look and confirm the order of your files. After
confirming the order of your files, click Next.
5. In the Fields dialog box, you can map the e-documents’ metadata information to
the fields in the database. In this example we have used an e-documents template
database so the fields match up exactly with your metadata. This is not a requirement,
however; you can map the meta-field in your document to any field in your database.
Click Next.
7. You have the option to Create Hyperlinks to original document. Choose this option
if you want to open the document in its native application.
8. In the Log file box, click Browse and save an error log. If there are any problems
during the import process the errors will be saved to the file.
9. Click Next.
10. In the Import dialog box, click Import. When your files have finished loading click
Done. Now you’re ready to work with your e-documents.
30 | www.lexisnexis.com/concordance
Getting Started Guide
Importing E-Mail
The enhanced E-mail Wizard in Concordance 2007, directly imports Microsoft Outlook files retaining original
formatting, metadata, hyperlinks to native documents, and parent-child relationships between e-mails and
their attachments.
When importing e-mail in Concordance, you have many useful options including:
n De-duplicating e-mails based on the e-mail message ID.
n Mapping the e-mail data to specific fields in the database.
n Importing messages from a specified date range.
n Importing the e-mail attachments which become fully searchable and hyperlinked
to the original native file for further review.
1. To import Outlook PST files, click Documents -> Import -> E-mail and Attachments.
4. Import e-mail attachments as needed. If you want to review the native attachments
with the e-mail, be sure you extract your attachments with the e-mail. Creating
subdirectories is a good way to organize the attachments. Click Next.
32 | www.lexisnexis.com/concordance
Getting Started Guide
5. Import all e-mails or just the ones sent between specific dates that are relevant in your
case. Click Next.
6. Decide which e-mail fields you want to import and ensure they’re mapped to the fields
in the database. Click Next.
Click Next.
8. Now you’re ready to import your e-mail. Click Import. When the import is complete,
click Done.
34 | www.lexisnexis.com/concordance
Getting Started Guide
Walk-through: Printing
Concordance gives you and your team so many printing tools that your options are almost limitless. Let’s take
a look at a few of them.
Printing Documents
Concordance has two printing icons located on the Standard toolbar: Print allows you to print documents,
and Report allows you to write reports. Think of the Print option as the Browse view on paper and the Report
Writer as the Table view on paper.
Now let’s set up a quick print job. Go to the File menu, and then select the Cowco database from the recently
used files list at the bottom of the menu:
1. Click the Print icon. A dialog box displays with the Print options tab visible.
Additional tabs give you choices such as Fields, KWIC™ (Key Word in Context),
as well as Formatting options.
36 | www.lexisnexis.com/concordance
Getting Started Guide
Report Writer
When you need a columnar report, use the Concordance Report
Writer. The step-by-step Wizard helps you create perfectly formatted
reports. Let’s walk through using the Wizard.
Tip:
Before you click Next on Field Options, take a look at some of the things that the Report Writer can do. .
The Report Writer can run totals and subtotals on your data, suppress repetitive entries (such as STATE in .
a list of addresses, for instance), and more.
38 | www.lexisnexis.com/concordance
Getting Started Guide
Your report is now ready to run. The figure below is the classic Concordance Report Writer
interface, all set up and ready to go.
11. Click Finish.
12. Click on the Print Preview to view the columnar report and/or take a print screen.
Tip:
All reports in Concordance can be saved and run again at a later time. A saved report will save your settings, .
not the documents within the report.
If you’ve ordered or subscribed to Concordance and Concordance Image and have not yet set up your viewer,
please refer to your installation instructions before continuing.
If you have only Concordance, and you are using another viewer or no viewer at all, let’s take this opportunity
to look at the next generation of image retrieval, editing, and document production with Concordance
Image. Working in conjunction with Concordance, Concordance Image gives you instant access to your
scanned documents, with features such as a Document Production Wizard, powerful printing options, the
ability to search your redlines, and more. No other viewer integrates as tightly with Concordance.
1. Click the Databases button. In the Databases panel, click Open database, and then
select Calfco.dcb
2. Click the camera button at the bottom of the window. Concordance Image starts
and displays the image of the first document.
40 | www.lexisnexis.com/concordance
Getting Started Guide
Concordance Image has intuitive, icon-driven toolbars to help ease the learning curve.
Along the top are the Standard toolbar buttons. These buttons are for viewing and image manipulation.
The magnifying glass tools and panning tool (for grabbing and moving the image) are
Down the left side are the Redline toolbar buttons, these buttons for are for redactions, highlighting,
sticky notes, and so on.
Along the bottom are the Image toolbar buttons. These buttons are navigation tools, such as Next
document arrows (as in Concordance), zoom in, zoom out, fit to width, and
fit to height.
Navigating Images
Viewing of images integrates seamlessly with Concordance. In Concordance Image, move from image to
image, using the Next Page or Next Document icons. Note how your Concordance database stays in
lock step with Concordance Image. Give it a try in Concordance, too. You’ll notice the same integration.
Concordance Image also allows Bar Code Reader input to pull up images, and lets you go directly to an
image by production number.
Tip:
Concordance Image has dockable icon bars. Try grabbing the leftmost gray bar on the top or bottom icon bars, .
or the topmost gray bar on the side icon bar. Now you can drag the bar and “dock” it on any window border, .
or leave it “floating” over the image.
42 | www.lexisnexis.com/concordance
Getting Started Guide
Image Production
Concordance and Concordance Image are powerful tools for searching,
viewing and printing your documents. Concordance Image provides a full
suite of tools to help you create your production sets for saving on CD/DVD,
printing to paper or creating subsets of your images. The Production Wizard
will assist you in creating your own production sets of documents.
1. Click Tools -> Produce, and then click the Production Wizard
icon.
44 | www.lexisnexis.com/concordance
Getting Started Guide
46 | www.lexisnexis.com/concordance
Getting Started Guide
Printing Images
When you’re ready to print your images, Concordance Image also gives you flexible control of your image
printing. Whether you’re printing a few pages or doing a massive document production, Concordance
Image gives you the tools to manage the entire job.
The following figure shows the Image Print dialog box with Print tab active. Your tabbed options along the
top are Print, Header & Footer, Options and Setup.
You can also type a custom serial number, and then select the Auto increment check box to have Concordance
Image auto-serialize your print job.
48 | www.lexisnexis.com/concordance
Getting Started Guide
3. Click the Options tab. This tab gives you the option to print redactions or not. Also
on this page is a Separator sheet. Concordance Image can pull from multiple paper
trays in your printer, letting you easily separate one document from the next.
You can also print Concordance data on the separator sheet—the beginning
document number from the database could prove very helpful when sorting
through a large print job.
50 | www.lexisnexis.com/concordance
Deliver Greater Control, Confidence and Choices
The suite of Discovery Services from LexisNexis brings together all the elements you need to
succeed in litigation—from litigation readiness to leading software applications. Our aim is
to enable you to feel confident about every stage of the discovery process. And with so much
riding on the outcome of a case, it is vital to have a company that understands your discovery
needs today and tomorrow. LexisNexis is that company. We have both the legal and technological
savvy to help you solve the many unplanned twists and turns of litigation.
In addition to the award-winning Concordance products, the suite of Discovery Services from
LexisNexis offers the broadest portfolio of discovery choices—Applied Discovery®, Hosted FYI™
and LAW PreDiscovery™—empowering law firms, corporations, and government agencies to
litigate successfully in the face of overwhelming data volumes and rapidly changing technology.
* F ree 30-day Concordance trial software offer subject to your acceptance of the terms and conditions set forth in the Concordance Information
Retrieval System License Agreement. It is your responsibility to ensure your computer system meets all the requirements necessary to download
the Concordance trial software. Concordance specially disclaims all liability for any and all damage associated with the downloading and/or
using of the Concordance trial software, including but not limited to technical hardware or software failures of any kind, any damage to any
person’s computer, network or systems of any kind. The Concordance trial software is provided “as is,” without a warranty of any kind. All
expressed or implied representations and warranties, including any implied warranty of merchantability, fitness for a particular purpose or
non-infringement, are hereby excluded. Concordance reserves the right to cancel or modify the trial offer program for any reason. This
Concordance trial software subscription is valid for 30 consecutive days after downloading the Concordance software for use. Offer limited
to one software download per person. Other restrictions may apply. Void where prohibited.
LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license.
Concordance and Applied Discovery are registered trademarks and FYI and PreDiscovery are trademarks of Applied Discovery, Inc.
Other products or services may be trademarks or registered trademarks of their respective companies.
© 2007 Concordance. All rights reserved. LLG00082-0 0807