Sie sind auf Seite 1von 56

Getting Started Guide

Concordance 2007 Concordance Image


® ®

Transforming discovery as you know it


into discovery as you want it.
Getting
Started TABLE OF CONTENTS
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
n Concordance® . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
n Concordance® Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Getting Started: Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Walk-through: Document Viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3


n Document Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
n Goto . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
n Table Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
n Tally . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Walk-through: Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
n Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
n Search Limiters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
n Combining Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
n Form Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Walk-through: Case Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13


n Use Tags to Mark Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
n Folders and Personal Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
n Tag List Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
n Tag History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
n Tag Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
n CaseMap® Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Walk-through: Transcripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
n Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
n Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
n Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
n Importing Transcripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
n Loading Transcripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

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

Walk-through: Concordance Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40


n Navigating Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
n Redlines and Markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
n Image Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
n Printing Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

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.

Use Concordance to:


n Identify Key Documents for Trial
n Prepare Witness Kits
n Organize Document Responses
n Print Chronology Reports
n Generate Deposition Digests
n Manage E-mail and Electronic Documents
n Maximize Scanned OCR Text With Innovative Synonym Builder
n Conduct LexisNexis® Research, Instantly
n Search Multiple Databases at the Same Time
n Access Data Remotely Using Concordance FYI™
n Share Data with Other Best-of-Breed Products

Use Concordance Image to:


n Display Images in Perfect Synch with Concordance
n Quickly Organize Documents for Production
n Burn Redactions Onto Production Sets
n Easily Create, Search and Edit Annotations
n Protect Original Image Integrity
n Conduct High-Volume Batch Printing
n Access Images from Anywhere in the World with Concordance FYI
n Share Images with Leading Trial Presentation Software

Concordance 2007 Concordance Image | 


Getting Started: Installation
Thank you for trying the award-winning Concordance® 2007 and Concordance® Image discovery
management software. We’ve designed these applications from the ground up to deliver superior
litigation support.

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

Walk-through: Document Viewing


Here is the main Concordance review screen, which will greet you upon opening the software.
Concordance 2007 boasts a completely revised, highly intuitive interface for easier navigation and improved
case organization.

When you first open the database you will be in Browse view and looking at document number 1 in our sample
document set.

Browse View – The Main Concordance Window

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.

Concordance 2007 Concordance Image | 


 rowse View—Allows you to read
B Review View—Displays document
a document search statistics

E dit View—Allows you to update Table View—Displays an overview


a document of your document collection

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.

Split Screen – Browse View Above, Table View Below

Tip: Hiding Empty Fields


In Browse view, click Tools -> Empties to toggle .
showing and hiding fields that contain no data.

 | 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.

Click on the following icon , next to the navigation arrows, in the


Dynamic toolbar. Type the document number you’d like to go to, and
click OK.

Concordance 2007 Concordance Image | 


Table Layout
By default the layout of the Table view includes all the fields found in the Browse view. Let’s take a moment
to customize the layout of the Table view. Concordance makes it easy to select which fields you see and in
which order. Simply right-click anywhere in the table, choose Layout, and then Table Layout. A dialog box
will open and look like this:

1. To remove a field, go to the
Layouts pane and:
n Right-click the field name
and select Delete.

—OR—

n Double-click the field.

This will remove the field from your table,


but will list it as available so you can easily
add it back at a later time. To add the field
to the layout, double-click the field in the
Available fields pane.

n For the purpose of this tutorial,


remove all fields except
STARTPAGE, ENDPAGE, DATE,
and DOCTYPE. When you’re
done, click OK. Your table now
includes only those fields.

You can create additional table layouts


by clicking New on the Table Layout
dialog box. These new views will also be
available for other reviewers that have
access to the database to use.

 | www.lexisnexis.com/concordance
Getting Started Guide

To streamline review, the Table


view is dynamic. You can sort
the database by any field in your
table by clicking the header of
that column. Give it a try!

New Table Layout View


Tally
Another feature in Table View is Tally. Popular uses for Tally include counting unique document types, or to
determine the frequency of a particular name in an Author field.

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.

Concordance 2007 Concordance Image | 


This will open the Tally task pane, showing you all document dates, each with its own frequency count.
You can sort the columns by item or by count. To activate these results, simply double-click on a specific
date within Tally. That date becomes the current query in the Browse and Table view. This gives you a
fast and effective way to better understand and organize the entire document collection (e.g., the type
of documents that were written on a particular date).

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.

Tally Task Pane with DOCDATE Results

 | 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.

Let’s give it a try. Click the Search


tab on the left-hand navigation
pane to open the Search task pane.
Each box in the Simple Search task
pane does just what it says. For
instance, say you want to find all
of the documents that mention
both “Milking” and “Cow.” Type
Milking Cow in the box with all
of the words.

You decide they should also have


either “Grazing” or “Grain” in
them. Type Grazing Grain in the
box with at least one of the
words.

Last but not least, you know


that you don’t want any of
the documents that refer to
the “Tiger” milk group of The Simple Search Task Pane
companies, so you simply enter
the word Tiger in the without
the words box.

Click Search.

You should have 1 document that matches your search terms. That’s a complicated search made simple!

Concordance 2007 Concordance Image | 


Quick Search
Another easy-to-use search option is Quick Search, located below the Standard toolbar. Quick Search
lets you type your searches while you browse your documents and have other activity panes, besides search,
open. Type the name “Cowco,” a fictitious business name in our sample document database, and click
search or hit enter on your keyboard.

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.

Tip: Hit Highlighting


Each word that you included in your search is colored RED in the browse window.
.
You can use Previous Hit and Next Hit buttons in the bottom tool bar
to quickly move backwards and forwards through the search “hits.”
It doesn’t matter whether the hits are located on the same document, or separated .
by 1,000 documents. Concordance instantly locates the next or previous hit.

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.”

Concordance 2007 Concordance Image | 11


Form Search
As easy as the Simple Search is, and as convenient as the Quick Search is, there’s yet another way to search
in Concordance. It’s called Form Search or Query by Example and it allows you to build searches with an
easy-to-use form.
1. Click the Search button to open the
Search task pane, and then click the
Form Search panel.
The Query by Example dialog box displays
and allows you to select from comprehensive
drop-down lists. This will help you determine
the right search.

Think of the Query by Example dialog box as


a helpful tool for beginners; even advanced
Concordance users appreciate its intuitive
menu interface.

The Query by Example dialog box prompts


you to enter what you’re looking for,
where you want to look for it, and how to
Query by Example Dialog Box
connect that search term with others.

When you begin your searches, you’ll want


to search all the full-text fields to find your
words by typing within the Look for box. The default settings take care of most basic searches—you don’t
need to click the Where to look or How to look lists to get started.

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

Walk-through: Case Organization


Concordance software allows you to easily organize and categorize your case documents with Tagging.
Think of Tagging as a dynamically searchable filing cabinet: use them for quick reference, or marking exhibit
numbers, or for streamlining collaboration with other team members. Tags are easy to use and versatile. You
can create as many tags as you need and apply them to any document. In addition, the tags are searchable
and can be produced instantly.

Click the Tags button to open the Tags task pane.

The Tags Task Pane with Browse View

Concordance 2007 Concordance Image | 13


Use Tags to mark documents for:
n Hot documents
n Exhibit numbers
n Document requests
n Date reviewed
n Confidential
n Witness lists
n For review
n Whatever else you want

For just about any reason you could imagine needing to flag a document by hand, you can Tag it in
Concordance.

The Cowco database already has two tags: bundle 1, and


bundle 2. To create your own tag:
1. Right-click within the Tags panel, and then click
New ->Tag.
2. Type a tag called Attorney Client Privilege, and
then press Enter.
You just tagged this document—that’s all there is to it. Now take a moment to move through the database
organizing your documents with tags.

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

Folders and Personal Folders


Concordance 2007 includes the ability to create multiple levels
of folders and tags to simplify document reviews and increases
collaboration with colleagues. You can also create private folders
that only you have access to. To create your own folders or sub-
folders and mark them public or private, follow these simple steps:

1. Right-click within the Tags panel, and then click New


->Folder. Type the folder name “Status” and then press
Enter.
2. Add new tags under the Status folder: right-click the
folder name, and then click New ->Tag. Type a tag called
“Proprietary” and then press Enter. Continue to add Tags
under the Status folder, and name them as shown in the
Tags panel. You should now see these folders, sub-folders,
and tags as they appear here.
3. To add a sub-folder under the Status folder: right-click the
folder name, and then click New ->Folder. Type a folder
name called “Sub-Status” and then press Enter.
4. Add a personal folder: right-click within the Tags panel,
and then click New ->Personal folder. Type a folder name
called “Miscellaneous” and then press Enter. Note that this
folder is only visible to you—no one else in your network
has access to it. Sub-folders created under this folder are
also only visible to you.
Tags Panel with Folders
5. Add a sub-folder under the Miscellaneous personal
and Sub-folders
folder: right-click the personal folder name, and then
click New ->Folder. Type a folder name called
“Archive” and then press Enter.
You should now see these folders, sub-folders, and tags
as they appear here.

Concordance 2007 Concordance Image | 15


Tag List Management
In addition to creating Tags and searching on them, Concordance offers
advanced Tag-searching and Tag-creation tools.
1. Click Tools -> Manage Tags/Issues
The Tag/Issue Management dialog box offers powerful search
capabilities, allowing you to search multiple Tag groups, apply Tags to
or remove Tags from your entire query, or clear Tag groups.

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.

2. Close the Tag statistics panel by clicking the icon


at the top right of the panel.

Concordance 2007 Concordance Image | 17


CaseMap® Integration
Integration of Concordance with LexisNexis® CaseMap® allows you to move case facts, key players, and more
seamlessly between the two products. CaseMap software makes it easy to organize, evaluate, and explore the
facts, the cast of characters, and the issues in a case.

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.

Viewing a Sample Transcript

Concordance 2007 Concordance Image | 19


3. Try the Go To feature within transcripts.

Click the button. Note that the feature


includes Page and Line entries as well as the
document number.

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

2. Highlight some text in the Concordance transcript,


and then right-click the highlighted portion. Select
New note to open the Notes Editor, a dialog box in
which you can edit notes and issues.

Keep in Mind: When clicking highlighted text to get into


the Notes Editor, be sure to click the highlighted block
directly. Clicking elsewhere on the page will not open the
editor, and will dismiss the highlighting.

See the following figure. The Notes Editor contains two


areas—the Note box on the right and the Issues box on
the left. The Note box is a fully editable text box for typing
notes you’ll need to make during the course of the trial.

3. In the Note box, type a sample note


or paste in a related e-mail or an
entire document. The Note box
can accommodate 12 MB of text
(approximately 7,500 pages).

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.

Concordance 2007 Concordance Image | 21


Issues
Issue coding is as straightforward as adding notes.
1. Open the Notes Editor, right-click the Issues box, and then select New -> Issue.
2. Add an issue and call it “Non-responsive,” or “For Further Review.” Your issues can
even be short sentences—up to 60 characters long.
This process is much like adding new document Tags—the “right-click, New Tag” and “right-click, New Issue”
processes are similar. Use Issues to mark text within larger documents; use Tags to flag an entire document,
and organize by topic, case number, and so on.

Adding Issue Codes

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.

Notes Editor – Attachment Tab

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.

Concordance 2007 Concordance Image | 23


Importing Transcripts
The Concordance transcript manager can import different deposition formats: everything from plain ASCII text
files (often supplied by court reporters) to transcripts direct from LiveNote® and LexisNexis® TextMap®. These
products work so well together that issue coding, Quick Marks, and notes added in one product transfer
seamlessly to the other.

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.

The PTF file is a LiveNote Portable Transcript Format file,


which includes Notes and Quick Marks. The TXT file
is a plain text file, typical of what might be delivered by
a court reporter.
2. The Import Transcripts dialog box
lets you select any number of
transcripts for import at the same
time. To load multiple files, SHIFT-
click or CTRL-click the files you
want to load.
3. When loading transcripts, the order
of the transcripts depends on the
order of your file selection on the
File name line. Be sure to confirm
the order of your files.
4. After confirming the order of your
files, click Open. Concordance opens
the Load transcripts dialog box.

Load Transcripts Dialog Box

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.

Load Transcripts Dialog Box

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.

Concordance 2007 Concordance Image | 25


4. The Sample Transcripts database now has 12 documents, up from its original count
of 10. Use Goto and select document 11.

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.

E-document in the Sample Edocs Database

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.

Concordance 2007 Concordance Image | 27


Importing E-Documents
Now that you’ve opened the Sample Edocs.dcb database, let’s add some more e-documents to it.
1. Click Documents -> Import -> E-documents.
2.  Select Import specific files, and then click Next. You can also import by file type if
you want to import particular types of files. For example, you could scan a hard drive
for all PDFs and DOCs using this option.

3.  Navigate to the folder under C:\Program Files\LexisNexis\Concordance\Database


where you will find several different e-documents. In the Name window, select the
e-documents that you would like to import by CTRL or SHIFT clicking the desired
documents. Click Add to insert these files into the window below. Click Next to
import the documents.

E-Documents Files Dialog Box

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.

E-Documents Fields Dialog Box

Concordance 2007 Concordance Image | 29


6.  In the Options dialog box, you can specify to Match metadata field names. Every
different type of e-document contains different metadata. If you have a field name
that matches the documents metadata field name it will automatically be mapped
to the field in your database. For instance, if you have a field named LASTEDITED
in the database and a metadata field in the e-doc called LASTEDITED then the data
would go into your database field automatically. Click Next.

E-Documents Options Dialog Box

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.

Import E-mail Folders Dialog Box

Concordance 2007 Concordance Image | 31


2. Choose a PST profile, and then click OK.
3. You can choose to import a specific e-mail folder or an entire in-box and personal folders.
Click Next.

Import E-mail Attachments Dialog Box

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.

Import E-mail Date Ranges Dialog Box

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.

Map E-mail Fields Dialog Box

6. Decide which e-mail fields you want to import and ensure they’re mapped to the fields
in the database. Click Next.

Import E-mail Options Dialog Box

Concordance 2007 Concordance Image | 33


7. Select additional options:
n Auto-number the documents.
n Display the full path of attachments.
n Do not allow duplicate e-mails.

Click Next.

8. Now you’re ready to import your e-mail. Click Import. When the import is complete,
click Done.

Imported E-mail with Attachments

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.

Print Documents Dialog Box – Print Tab

Concordance 2007 Concordance Image | 35


2. Click the Fields tab to begin
the field selection process.
3. Click Remove all, and then
double-click the STARTPAGE,
DATE, DOCTYPE, TITLE,
AUTHOR and RECIPIENT
fields in the Available fields list.
4. Click the Print tab to see a
preview of your print job, and then
click Print preview to view your
print job. It should appear similar
to the figure below.

You can explore additional printing


options on the Formatting tab, for
example, print date/time stamps, and Print Documents Dialog Box – Fields Tab
headers/footers.
Try “Compressed Printing” to print multiple
pages on one sheet of paper.

Once you’ve performed a search, KWIC


is a powerful tool to limit large text field
printing to only your key words (or hits) and
lines above and below those key words.
When using KWIC with transcripts, you can
limit your text to Q&A pairs, or lines above
and below, or a combination of both.

Sample Print Preview

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.

1. Click the Report button , and then select Report


Writer Wizard.

2. Select your beginning


and ending document,
as shown to the left,
and then click Next.

3. Pick page numbering


and date/time stamp
options (not shown),
and then click Next.
4. Type your report header
and report footer as shown
below, and then click Next.
5. Select from options such
as starting a new page
with each new record,
horizontal lines between
records, vertical lines
between columns, and so
on, and then click Next.
6. Set the margins for your
report, and then click Next.

Concordance 2007 Concordance Image | 37


7. Select the page orientation and page
break settings, and then click Next.
8. Click Next on Exploded sort.
9. Select the fields to include in your
report. As in the Print Documents
exercise, pick the STARTPAGE,
DATE, DOCTYPE, TITLE, AUTHOR
and RECIPIENT fields. Click Next.
10. On Field Options, click Next.


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.

Print Preview of the Report

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.

Concordance 2007 Concordance Image | 39


Walk-through: Concordance® Image
LexisNexis also produces a powerful image-management application, Concordance® Image. If you’re using our
demo CD, you already have a copy of Concordance Image installed and ready to demonstrate.

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.

Concordance and Concordance Image Side by Side

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

available on the Standard toolbar.

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.

Concordance 2007 Concordance Image | 41


Redlines and Markups
Concordance Image lets you mark up documents by using highlighting, redactions, lines, circles and boxes.
You can flag an important area of a document by highlighting it, or block out confidential areas using our
redaction tool. Plus, redactions can be annotated with text stamps indicating why or when the redaction
was made.

1. Click the highlighting tool on the Redline


toolbar, and click and drag over the image.
This applies the highlighting. If you need to
remove it, simply double-click, and click
Delete. It’s that simple.

2. Click the redaction tool. This allows you


to block out any sensitive or privileged text
quickly and easily.
3. Once you’ve redacted text, you can brand
the section with a customized explanation of
your redaction. Double-click your redaction.
You should see a menu as shown in the figure
below.
4. Select Edit redaction text to create the words
or phrases that you want to label your redac-
tions. Is the redaction due to Attorney Client
Privilege? Is the block of text confidential
subject to court order? You can label your
redactions to suit the matter at hand.

42 | www.lexisnexis.com/concordance
Getting Started Guide

5. The Redaction Editor lets you type whatever text


is appropriate to label the redaction. Type the text
in the Redaction text box, and then click “Add”
to put that item on your list of redactions.
You can move items up or down, or remove them from
the list. You can change the font of the text by using
the Font button. The Make default button sets the text
you’ve chosen as the text that will automatically display
on each new redaction.
Redlines are stored as overlays, so the underlying image
is not altered in any way. However, Concordance Image
can also “burn” your markups to new images. See the
Image Production section.

6. Search your redlines by type or creator. Click the Search


button on the Redlines toolbar to open the search pane.

Select which type of redlines you’d like to find by clicking the


check boxes. You can search for multiple types at once if you
like. You can even search for redlines containing text by typing
the text in the search field and then clicking Search. Click the
Advanced tab to search the selected redlines by creator.

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.

Concordance 2007 Concordance Image | 43


2. In the Range dialog box, click Next.
3. The Images dialog box lets you produce in the
following ways:
n Create new images is used when you want
to burn redlines onto your images.
n Link to existing images is useful in creating
subset image bases without copying your
images.

n Copy images directly is used to


produce a subset of your images
without redlines to burn them to
CD or DVD.
Hover the mouse over these options to view
descriptions of their functionalities. Click Next.

4. The Directory dialog box shows the location to


copy the new set of images. Type a location, or
click Browse to select a location on your hard
drive or network. Click Next.

44 | www.lexisnexis.com/concordance
Getting Started Guide

5. The Subdirectory dialog box creates new


folders every 500 images or whatever number
you choose. Create volume folders lets you
specify the type of media to which to save your
production and ensures that each page in a
document is saved on the same volume. Select
both options, and then click Next.
6. The Imagebase dialog box creates a new image
base (database of image links), or a Concordance
Image load file. This is how Concordance tells
Concordance Image which image to display, and
how Concordance Image locates the correct
image. This provides an easy way to create
subsets of your images for distribution, or for
taking with you on a laptop—complete with
image pointer files. Click Next.
7. The Numbering dialog box presents options
for numbering your new images. You can:
n Create production numbers: this re-numbers
every printed page with an automatically
incremented number. You choose the prefix
and the starting number.
n Use production numbers as file names: this
names the new image files according to the
new production numbers that you’ve created.
n Use production numbers as new image
keys: used in conjunction with the previous
Imagebase dialog box, this lets you use your
production numbers as image pointers. This
is often used when you are producing to
opposing counsel so as not to reveal your
internal image identifiers.
n Copy production numbers to Concordance:
this writes your new production numbers back
to your database for tracking. Click Next.

Concordance 2007 Concordance Image | 45


8. The Header & Footer dialog box lets you:
n Type text into the header/footer field and
Concordance Image will print it on every
image.
n Click the drop-down arrow to select items
such as a Date & Time stamp, Date stamp,
and Page number, or a fielded text from your
Concordance database.
n Type a number and select the Auto increment
check box. This provides even more flexibility
for tracking your production.
When you’ve selected your header and footer
preferences, click Next.
9.  The Options dialog box lets you select image
formatting, conversion of single page TIFF files
to multi-page, and vice versa. Click Next.
10. The Redlines dialog box lets you either save
your markups as overlays, or burn them into
your image. You can skip them entirely, or
save just redlines, redactions or highlighting.
The check boxes allow full control over your
redline selection, including boxes, ellipses
and lines. Click Next.
11. In the final dialog box of the Production Wizard, click Finish. The Produce dialog
box displays a status bar as Concordance Image saves the images to your hard drive
or network.
Congratulations! You just created a document
production set. Your production sets will reflect the final
set of documents you queried from Concordance. It gives
you full control over every phase of the production—
right from your desktop—and saves you valuable time
in preparation for trial.

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.

Image Print Dialog Box – Print Tab

1. Look at the Print tab, which contains the following options.


n Entire image lets you quickly print the page you’re viewing. This is your default option.
n Viewed portion lets you print a particular part of the picture you’ve zoomed in on.
n Pages lets you specify a range of pages when you’re viewing a multiple-page document.
n When you’re viewing a range of documents you’ve selected from Concordance,
Documents lets you read the number of documents from the database, and puts the
first and last document number here. You can change document numbers as needed.

Concordance 2007 Concordance Image | 47


n Page count becomes active when Documents is selected. This option counts through
the pages in every document in the Concordance query and tallies the number of
pages. It’s very helpful when preparing large print jobs—you know how much paper
is needed before you begin printing.
n Retrieve/Save lets you save your print option settings from job to job.
n Copies lets you print multiple copies of each page in your print job.
2. Click the Header & Footer tab. This tab allows the same type of header and footer control
as in the Production Wizard. You can select from items such as Date & Time stamp, Date
stamp, and Page number, or data from any field in your Concordance database.

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.

Image Print Dialog Box – Header & Footer Tab

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.

Image Print Dialog Box – Options Tab

Concordance 2007 Concordance Image | 49


Conclusion
Concordance and Concordance Image—searching, reporting, organizing, viewing, producing document sets,
printing—to help litigation teams prepare for trial with confidence and control. We hope you’ve enjoyed this
tour of our products.

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.

Find out more, go to www.lexisnexis.com/concordance or contact a Discovery Specialist


today at 800.421.TEXT and concordancesales@lexisnexis.com.

* 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

Das könnte Ihnen auch gefallen