FYI Reviewer Documentation
Contents
1. LexisNexis Concordance Concordance Image Concordance FYI M M FY Reviewer PASSWORD SERVER e Sign in a Secure 128 bit Encrypted Connection LexisNexis Dataflight Software 3 1 http www Dataflight com FYI Reviewer Documentation 3 1 An Easy Guide to using FYI Reviewer IO I A I PRACTICE gt OLUTION 5 AN Ot ee a Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 1 LexisNexis Concordance Concordance Imag FYI Reviewer Documentation FYI Reviewer Installation Trouble Shooting Techniques FYI Reviewer Logon FYI Reviewer Databases Database Tab Search Tab Form Search Tags Tab Notes Tab Sort Tab Top Tool bar Items Tools Edit Tool Bar Bottom Tool bar Items Opticon Viewer Image Tab Transcripts Databases Report Writer 1 F T i D a i I i iO A I FRACTI 5 O L I II G A SSS EREL o_O OD Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc a A 10 11 12 13 14 15 16 18 19 20 21 Concordance Page 2 FYI LexisNexis Concordance Concordance Image Concorda2. Redlines Allow you to change the defualt color for the Redlines and the Redacted text Giet O xe Ghee i1 OTAL PRACTICE 5 O Client Development Research Solutions Practice Managemen croguuun vorvrvco Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 14 LexisNexis Concordance Concordance Image Concordance FYI Edit Tool Bar 4 bz iu lcJ szs The edit tool bar appears when you click on the Edit button on the tool bar You are allowed to import and create Rich Tex Formatting within paragraph fields only l Arial M Font Style tool bar you can choose the type of font for the data ul iM 2 E El Font Size Change the size of the font 3 b Bold Add bold to the specified font Italics Add italics to the specified font 5 E Underline Underline the specified font ABC igr Color Change the color of the specified data 7 El Left Align Left align the specified data 8 Center Align Center align the specified data 9 i Right Align Right align the specified data 10 i Bullet Points Bullet point the specified data a M 11 Increase indent Increase the indent for specified data lid lll 12 Decrease Indent decrease the indent for specified data OTA PR At Po Ge 1 SOLU Tt ON 5 SSS SS SSE eam ce OD oa Client Development Research
3. a COUNTY DF SANTA CLARA Logout EEREN s Ive cave all with default settings Save Cancel FUJITSU LIMITED a Japanese b corporation l Fiaintitt b vp I I l bg CT Do9 bs CIRDI LOQGIC INC Eerp rabb ni AFP TECHNOLULT I D lauare c rporati n SUMITURMDO I BARELETE O LID Japanese b cerperakbkan SUMITOAD PLASTICS I AXEBICA CNC amp Hew Tak I Files loaded 0 4 DERISITION OF HIDEHIRO TSUKANO WEDNESDAY MAT 139 2004 Fages 210 200 OLME 2 On the left hand side of the transcript you can click on the line number and create Note tabs LIO BAPXLETY COT BEPOEIEBT 413 23e3rrt AFFERRAMCES QT COUNSEL FUE FUJITSU LIMITES Tej ee ee e p ee ee ee ee ee ee ia k a a e F Hade De Ohal Decument 10 10 of 10 a eO EOLHHSRO AERE E A Ea Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 20 LexisNexis Concordance Concordance Image Concordance FYI Report Writer v e The report layout screen is divided into four horizontal edit areas The top edit box is the page header It is printed at the top of every page Any Annotation repart writer text can be typed into the page header The header can be pulled down to give you more room for a lar
4. A dialog box will appear Enter the number of columns to delete and select Ok The columns to the right of and including the current column are deleted Printer Setup A PRA ri C 5S 0 rj O h rer LLLAA tLULULOLOSSQSI LILALLALLAAe Ao s a Ot ee Client Development Hesearch solutions Practice Management Litigalion Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 23 LexisNexis Concordance Concordance Image Concordance FYI Use the Printer Setup button to bring up the printer dialog box This dialog 1s dependent upon your specific printer but generally allows you to select paper source paper orientation page size and print quality Fonts The Fonts dialog box allows you to select any typeface installed for your system The selected font can be assigned to any item in the report page header column header a specific column all columns or page footer Click the right mouse button when editing a column for a short cut to font and alignment settings Any font can be applied to any item but not to specific text within that item This means that you could print a serial number with a bar code font in one column and print it in the next column in text if you have a bar code font installed for your printer Left Center Right Justify Text in any report column header or footer can be left center or right justified P
5. any report column for a short cut to fonts alignment and edit commands The edit commands include undo cut copy paste and select all Stacked Fields and Other Useful Tricks The report writer is very powerful and flexible It can use any of the operators and functions described in the programming language s manual Using it you can create some very wonderful and complex reports There are however just a handful of functions and operators like the plus sign which you will use most of the time This section describes the most useful ones and how to use them For more detailed information see the language manual s Functions by Category section particularly the following sections Data Conversion Text Manipulation and Classification Time and Math The functions are summarized there and are described in full detail in the Concordance Functions section The first thing you ll probably want to do is to combine some text with a field or two The following example does just that It stacks two fields in one column with titles for data Date dtoc DATE newline Customer CUSTOMER Enclose any static text in quotes Combine quoted text and other data with the plus sign The newline function forces anything that follows it onto the next available line Also included in the example but not shown are tabs The quoted text includes a tab character to align the two data fields there are no spaces in the line Always remember to use plu
6. bundlet Ef bundlez LE Natalie zi Private B 6 Public depu ET Sample Tag history Tag statistics Tags Tab Tags Tags are essential when reviewing documents When you tag a record a check mark is place on that specific tag Tag Personal Folder Tag document Create query From bagis Tag all documents in query Untag all documents in query Applv bag to records Remove tag From records Refresh view When you right click on a tag you have the specified options You can create a new Tag Folder or Personal Folder Tag Folders New Feature Folders are public Personal folders are private You re the only one that can see the Personal folder and any tags you create in this Folder within FYI Reviewer E la Private Tag History New Feature Displays the history of each tag Tag history 4 3 Tag f User Datej 2 Tag status Added h bundlez lips Fri Ma 5 Publics Sample biggs Man 5 e biqgssPrivate biggs Man 5 Tag Statistics New Feature Displays the statistics for each tag and users who tagged documents Tag statistics 3 Name f Count Tags s publicssam 1 s 4 biggsspri 1 2 Users amp 4 biggs 2 CT ICE SOLUTIONS 3 All New Features AC FYT Reviewer OMY Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Ang
7. records you received Restore Snapshots restores the specified data from the searches you ran and the specified records you received AC Fic 1 SUO LUT O ooo TY 2 OD oa Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 7 LexisNexis Concordance Options I Save all queries to a saved query File B Execute a saved query Clear all searches Simple Search Y Form 5earch Y Advanced Search Options Search database and nates 9 Display the database dictionary 3H Display a list of available Fields Display a list of words that sound like the selected ward Results Term Hits lt Search E Databases Tm Sort i z m U A I FRAC TIG Search Ta Concordance Image Concordance FYI Save all queries to a saved query file Saves the specified searches that you ran during this session to a QRY file This file is saved on your PC Laptop Execute a Saved Query Runs the QRY file Clear all Searches Clears Searches Simple Search Is referenced as the Google Like Searching feature This window will help you create a search without having to know the specified operators Simple Search A Find results with all of the words with the exact phrase with at least one
8. solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 15 LexisNexis Concordance Concordance Image Concordance FYI Option buttons at the bottom of the window KM DES td al Fi n3X o Na First Saves any edits and moves to the first document in the current query or the first document in the database if you are appending 4 Previous This button and Ctrl Page Up saves your editing and moves back to edit the previous document This may not be the last document you just appended if there are other network users appending records to the database Next This button and Ctrl Page Down saves your editing and advances to the next document in the current query set If you are in appending mode and you are editing the last record next will give you a new blank record to edit PH Last Saves all edits and moves to the last document in the current set m J Go To Document edits are saved You are prompted for the next document number to edit This can be any document in the current query set or the entire database if appending Previous Hit Click on the Bulls eye button with the arrow up or the letter P to jump to the previous hit If the document was edited since the last reindex then the proper screen is displayed but search terms are not highlighted Next Hi
9. transcripts template database that has been registered via FYI Server Import transcripts In order to import feud transcripts 1 Look in load files v ef Ee TOTUM transcripts you have to pE 53 click on Tools Import e CM e e wo My Recent l Datafli ontacts tx Transcripts Browse to the specified Transcript Documents Elocsapeut S E overlay Ext Highlight the transcript Click Open Co Dei Desktop tr codecker txt tr dertouzos txt tr felton txt My s As you can see on the left hand side I have 43 highlighted multiple transcripts and would like to My Computes import them all at once My Network File name a Places Properties Dunne In order to import them all at once mirar GNaINIOG Sen pu C Program Files D ataflight sconcordance sT utar you have to check the option in the taolcolburn tet tr cadecker txt Name lower left hand corner of this tr dertauzos tt Uniled 70000 M window Save all with default Date Time fio o m9 093000am Settings and click Save Done Start page Lines perpage Volume Comments EEn ena dataitgh comAyUFYEaviswsr him Microvefl Internet Dxplorer mu x IN THE UNITED STATES DISTRICT COURT m ee oe m z s i G D 4r OS FW RY S FOR THE DISTRICT OF COLUMBIA Acres item taht comer tet xEje e e Logged in Exe Lak Ts mepa fne Legged in LUCI rajy A SHIRIUx OORT OF THE STATE OF CALIFORNIA
10. 00 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 13 LexisNexis Concordance Concordance Image Concordance FYI Tools Click the arrow next to the Tools Empties is to display empty fields Split Screen allows you to arrange the view of the Browse and table mode Left Right is vertical and top Bottom is horizontal About FYI Dataflight Software FYI Reviewer Left Right Top Bottom EU Program copyright D ataflight Software 1385 2006 ALL RIGHTS RESERVED MEM Preferences General MWebeseoDa de Rs CUT UU Most Recently used POM databases are listed in LexisNexis htm the recently folder on the Database tab O Auto Restore brings up the last database you were a FEES 3 working in when you logged out Printing wants to Eee foray PPA know what the Date and Time format is that you wish to use ee Lx re T Searching ENAA Temm Del lii mack Searching Default search operator can be foe mmm BO changed other wise ADJ Wildcard is M Quotation 1s and the Color of your Highlights ud defaulted as Red MERE n mum pes Viewer ae cwm an X e Saha nae 2 He tach DnE NB occ i ES aes Viewer Allows you to use the internal external wal O RES Opticon or IPO viewer and other default options you menm Bem E can change ie ee g Wy MIRNM EOM OER Viewer
11. ARC writing attendance mele 20mina 3 Chris will ensure that our internal matters are cleared and fh necessary Mestan successfully resolved resolutons passed We will 92 ahead sith Tassos Takeover phase cmm Elmar will investigate ali CCC Chrwi will ensure that sur internal metters ore cleored and the necessary T wilt amp tculs with Be the selection ef 5 000 bilion from our portfehe 1980 1981 1982 a 340 325 291 51 583 491 The redline option on the left hand side are also available on the right hand side if you click the arrow next to tools If you minimize the redlines on the left hand side while viewing the databases searches tags notes or sort window you have the option to use the pull down menu and choose one of the following redline items TOT 1 Discussed in more YEH on He next page on Pract Mark zoom Magnifier Pan Move and resize Options le Note Color Highlight Redact ear Hallow box Hollow ellipse ndance nete 20min ully resolved Solid ellipse Text a ahead with Texaco Takeover phase one l investigate all CCC regulations ensure that our internal matters are cleared and the r A L PRACTICE Line parsed 5s with Bill the selection af 5 000 billion from our pa Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 18 LexisNexis ri Fit to wi
12. ce the redline by clicking and dragging the outline of the redline onto the image Hollow Box box tool to place hollow box annotations on the image Hollow Ellipse Place the redline by clicking and dragging the outline of the redline onto the image Solid Ellipse Place the redline by clicking and dragging the outline of the redline onto the image Text The text font size and color can be set by right clicking the text annotation and selecting the appropriate option You can set a different font size and color for each text redline Line Place the redline by clicking and dragging the outline of the redline onto the image Note After you place the redline onto the image you will be prompted to enter the text of the note Colors Chose the color of the specified Redline 1 1 A j j ae i PRA I ICG 0 LI i O N 5 HEEL M ua Research Solutions Practice Management Litigation services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 19 LexisNexis Load transcri pts Files of type fan transcript files ptf pcf txt v Cancel Concordance Concordance Image Concordance FYI Transcript Databases From FYI Reviewer the only type of data that you can import is the Transcripts You will only be allowed to import a transcript into a
13. ct fields from the list box It will automatically include necessary conversions for you such as converting dates to text so that they can be printed For instance selecting the date field DATE will actually place dtoc DATE into the column This uses the date to character function to convert a numeric date into text It s automatic it s necessary and it always works Just place your cursor into the field and make a selection from one of the list boxes The hard way There is no hard way using the list boxes described above If you need to type field names manually make sure you use upper case letters The report writer will not recognize field names unless they are in upper case The list boxes insert into the active column The page footer 1s located below the data column Any text can be typed into the footer The footer can be pulled up or down to give you more or less room for text or type size Make the footer s window smaller if too much room appears between the footer and the page numbers or dates iO A I PRA C I O TION ena a Fe Client Development Research solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 21 LexisNexis Concordance Concordance Image Concordance FYI Right Mouse Button Click the right mouse button in
14. dth El Fit to height Zoom out Zoom in d Rotate right a Print Tools A R e magnifier d Pan e Move and resize amp Highlight x Redact Hallow box Hollow elipse Sold elipse A Text fi line gd Note Colors Tags Notes a ie Sort j E Client Development int Development Concordance Concordance Image Concordance FYI Image Tab Fit to Width Select this option to fit the image to the width of the window Fit to Height Select this option to fit the image to the height of the window Zoom Out Zoom in on the current selection Zoon In Zoom out on the current selection Rotate Right Rotate the image right from its current orientation Print Select this option to print documents or pages within documents This page is used to determine what to print from the current query Tools Mark zoom You can click and drag across a section of an image you want to zoom in on Rectangular Magnifier You can click and drag across the image to zoom in on specific sections Pan Click this button to activate the Pan tool Use this tool to move the image if it does not take up the full screen Move and resize To move a redline select the Move tool and then click and drag the redline you wish to move Highlight Select this tool to place a highlight redline annotation on the image Place the redline by clicking and dragging the outline of the redline onto the image Redact Pla
15. e to the trusted sites Window Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 3 LexisNexis Concordance Concordance Image Concordance FYI Trouble Shooting Techniques You need to make sure that the site you are being directed to reside in the trusted sites for Internet Explorer In Internet Explorer Click Tools Internet Options Click on the Security Tab Click on Trusted Sites and then click the Sites button You will see the trusted sites window In the field Add this website to the zone Type http www dataflight com then click ADD Internet Options General Security Privacy Content Connections Programs Advanced Select a Web content zone to specify its security settings J o Trusted sites Internet Local intranet Trusted sites Restricted sites You can add and remove Web sites From this zone All Web sites in this zone will use the zone s security settings Trusted sites This zone contains Web sites that you trust not to damage your computer or data Add this Web site En Ehe zone a Ds Custom Web sites Custom settings http enn dataflight cam To change the settings click Custom Level Ta use the recommended settings click Default Level m Require server verification hEtps Far all sites in this zone mcum Make sure that you UNCHECK require server verif
16. eles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 10 Tit LexisNexis Concordance Concordance Image Concordance FYI Notes Tab Motes e View by Notes The following are notes I have Important added to a record In order to add a note you have confidential to highlight a portion of text right click on it and chose New Note JINIS PAL TO CONCI RE THE USCA LI Copy EL AEN amounts appearto be negligible We await B I PE and the receipt af your relevant Print record ERAL AND ADMIN EXPENSES ill he pleased ta learn the expenses afthis ir mauntta E465 777 000 Compared standard fees of any firm with a similar pool Edit note ise am sure you ll agree these fees are al We do natinclude and vouch far any spec nting fees A general expenses fund ng aur disbursements is included to the wall Send En 1 000 Frink selection Run attachment Save attachment as 1 C oS Imm ccm The note window will appear f View by notes C View by issues Note attachment Properties On the Left are the Issue tags J bundlet tags that reside on the text level of the document Note text on the right side You can even link external attachments but remember unless they re on the Network you re the only one who has access Note Attachment tana C Documents and Settings nbiggs My Docume Browse v Open attachment when note is clicked View by Iss
17. etion Remove records marked for deletion by packing the database 14 m Undo Undo s the last task O A I PRA Lr C 1 S OL I IONS N a Ot OO OoVMhmnWD gt MS Oa Llient Development Research solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 17 LexisNexis FYI Reviewer 3 0 now has the Opticon Viewer built into the active x In order to view the associated images you must click on the Camera button at the bottom Concordance Concordance Image Concordance FYI Opticon Viewer On the left you have the editing column and the right you have the image and a few tools at the top Fie Edk View Favortes Took Heb Qu fusiress ME eepe fjvvevi datatignt comptyyFyTReviewer hei Ed Fito wah z FR to height Zoom ok Zwan STARTPAGE ENDPAGE DOCTYPE TITLE AUTHORORG PAGES OCR1 a Rotate ng SO WWD Peet fzr 6 D oL 00010002 00010002 File Note Unrated MMC 1 00010002 MAIC File Aio te 000000422 Meeting 11 3 1 5 hours New York Off ice GONIN JA Eimer Chris and MMC MMC writing atbendance note 20mins Meeting successfully resolved 1 We will go ahead with Texaco Takeover phase one Gort JA Elmer Chris and MMC 2 Einar will inmveettigate all CCC regulations M
18. ge header or font There is no limit to the number of lines in the header If you do not want a page header just pull it up until it disappears The next row of the report contains the column headers These are printed at the top of every page above the data columns As with the page header the column headers are resized by grabbing the window borders and pulling them up or down There is no limitation on the number of lines of text they can hold Make them as large or small as you need Resizing one column header will resize all column headers they are always uniform in height The next row contains the data columns These will contain the actual data printed in your reports The data columns are interpreted if you place a field s name it must be in upper case in the column then that field s data ends up in the report If you place something like Data SUMMARY into the column then the word Data will precede the text from the field named SUMMARY Any text or function or mathematic operator defined in the programming language can be used in a data column This allows you to do things like convert data to upper or lower case print only the first 100 characters or calculate dates and other values in your reports The easy way Two drop down list boxes are located on the right side of the button bar One contains a list of every field in the database The other contains a list of useful functions and operators You should always sele
19. he result In our example the report writer determines if the length of the digest field 1s greater than 200 characters If it 1s the true response returns the first 200 characters of the field with an ellipses appended to show that it was truncated If the statement 1s false the entire field 1s printed The parentheses around the conditional operator are required Retrieve Save and Save As Click on the Retrieve button the diskette with an arrow pointing away from it when you want to load a report Concordance will display the name of all reports in the current directory Select the saved report file Concordance will retrieve the report and use the new settings Saved information includes the toolbox settings paper paper source and orientation fonts header column and footer contents Use the Save button to save the report settings to file A report can be given any valid file name Concordance will automatically append the file extension ARP to the name you supply This file extension designates it as a report Use the Save As to save the loaded report under a different filename This 1s useful if you want to create multiple reports with similar contents Insert Columns Insert columns by clicking on the Insert Column button A dialog box will appear Enter the number of columns to insert and click on Ok The columns are inserted to the left of the current column Delete Columns Delete columns by clicking on the Delete Column button
20. ication https for all sites in this zone Click OK Click OK again Restart Internet Explorer and everything should work as normal i A I PK t f 5s O0 IN S Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 4 LexisNexis Concordance Concordance Image Concordance FYI Reviewer Logon In order to log into FYI Reviewer you will need to be provided with a User name Password and Server 1 e 127 0 0 1 443 My Servers o Mot logged in FYI Reviewer LOGIN PASSWORD a Secure 128 bit Encrypted Connection LexisNexis Dataflight Software http www Dataflight com Enter the specified user name password and server name with port number that was provided to you If you receive a message stating that the server is unreachable or any other message that pops up such as the following Unable to reach the specified server f Please try again You will need to contact the Database provider for more troubleshooting or your Network Administrator to verify that the Port you are trying to gain access to 1s available to you and the information 1s correct F T 11 i O A I PRA ri C SO LU T I A SM Q Q Q3 2 Z2 Lb cli L01101089 00 eam ce OD oa Client Development Research so
21. ir widths the font style used and the color Records can be tagged and double clicking a record places you into Browse mode for a full screen view 3 Benet Review The left column of the Review screen displays the query number The next column shows the number of occurrences and documents retrieved in the query followed by the query logic S 4 L9 All Views all records in the entire database same as searching 0 id 5 Edt Rdit Edit mode allows you to edit the documents in the database When you enter the editor you will be editing the documents retrieved in the last query 6 M Print This option is enabled only when a record is displayed in Browse view It prints the current displayed record only EN 7 MEN Report There are two types of reports Report Write and Annotation Reports The annotation report wizard produces reports from annotations The report writer includes special reports for each of the annotation types T M 8 1995 Tools Click on the tools button and you will receive the About information for the FYI Reviewer This is important when determining what version you are currently using o MEER Help Brings you to the Dataflight Support Center website a he ALL I CO N 5 gt See following pages for more Report Writer Information 6 For more informati n on th Tools nien please see th following page 7 0 6rviees Concordance 10880 Wilshire Boulevard Suite 4
22. lace your cursor in the report item you want to justify before clicking the Alignment button Select the justification Click the right mouse button when editing a column for a short cut to font and alignment settings Print Preview Print preview shows you how your report will look when you print it It allows you to browse through one hundred pages of your report before printing Printer When all of the report parameters have been set click on the Green light button to begin printing the report To pause or stop printing click on the cancel button displayed on the print status dialog box Return to Main Menu Click on the Backtrack button to exit the Report Writer You will be prompted to save the report if any changes were made A PRA ri C 5S 0 rj O h SSS a EM ee Client Development Research solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 24
23. lows you to enter longer queries to use parentheses more precisely to review the results of each word when using wildcards and to use a larger range of query operators Query by Example Connector Where to look How to look Look for gonifF and milking and koonz AL TH R hits in 1 document Dictionary Mates Search then Browse Search then T able Done Filling Out the Form Enter the words you want to retrieve in the Look for column Use the Connector column and add more Look for terms if you are searching for combinations of words The first Connector entry allows you to connect the next search you enter with the previous query s results Select a field 1n the Where to look column if you want your search limited to a certain field Date and numeric fields would use the How to look column to specify the range for instance greater than or equal to the date Click on the Search button to run your query It will be assembled in the text window at the bottom of the dialog box You can edit your search in this window and run it again if I Y PRA i S N S you didn t get th W a Client Development Research solutions Practice Management Litigation services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 9 LexisNexis Concordance Concordance Image Concordance FYI L Default tag
24. lutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 5 FYI LexisNexis Concordance Concordance Image Concordance FYI FYI Reviewer Databases iyi eere alg cif ala Sand Wero iere pli MS When you enter the User F e Cot we Peri Tons hip P RS M MM Ni ANTENNEN a e Name Password and Server m B Em info click the Sign In button mum FYI Reviewer on the lower right hand corner M of the login box T LexisNexis Dataflight Software ewww 000000 11 fon see Denafkl pa 3 E mej m gies nn is 35 0 DBO Pee em OSS 2 200 3 ee _8 Og the left hand side you p aa NR should see a Briefcase Click quee ETE on the plus sign to show the d Databases that you have been assigned and double click on the database name to view the data FYI Reviewer was built to emulate the MS Outlook feel Your major options are located on the left hand side Let s review these more in detail OO fF AL FRAC TICE SOLUTIONS D C o E Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 6 LexisNexis Current Serve
25. nce FYI FYI Reviewer Installation FYI Reviewer only requires the Active X Control to be installed You do not need any type of Concordance or Opticon software FYI Reviewer is a thin client server application If you receive a gray screen with an icon in the upper left e hand corner when you are trying to access the specified site to open FYI Reviewer like the image on the right you will have to add the website to the trusted sites You should receive a pop up message or bar message in the internet explorer window that might look like the image below gi This site might require the Following Actives control dataflight Pi cab From Dakaflight Software Inc Click here to install E Click here to install the following Actives control dataflight fui cab from Drataflight Software Inc Right click on the bar and left click on the Install Active X option igi This site might require the Following Actives control dataflight Fvi cab From Paraflinhr Software Tor Click here Eo install Install Activex Control D What s Ehe Risk gil Click here to install the following Actives control dataflight fur cab from Information Bar Help If you re still having problems see the next page for troubleshooting techniques O A I FRA LIG s OLI Glient Develoament Hesearah Sowmlians Practice Management itinalion Services See next page for d tails 61 HOW to dd the sit
26. of the words without the words gogz 1 1 Reviewed Boots 1 10 Confidential Search oo004 0 zAMD 3 B 000g 45 z6 Committee o0006 O 4MOTS5 In the Review window you can see how the search was performed Form Search Concordance s Form Advanced Search If you are familiar with searching and using specified operators you can use the advance search window Dictionary Search and Add words in the dictionary Field List Shows you all the fields you can search Fuzzy Shows you words that sound like the search term that exist within the dictionary Results Displays term and number hits Results Term Hits GONIFF 154 154 ent Research Solutions raci edvanageme ithialiqn services ani Research solutions Praciee ee WERT page for d tails oii Form Search Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 8 LexisNexis Concordance Concordance Image Concordance FYI Form Search Form searching or query by example helps the beginner or infrequent user to search without having to remember Concordance s English like query language You simply fill in the blanks and then click one of the buttons to begin the search and see the results Your query is converted into Concordance s search language and displayed The search form is somewhat limited by design to ensure that it remains simple to use The standard search screen al
27. r Server Underworld 443 Logged in as biggs Logged in 09 25 06 11 45 AM a Logout Recent databases Snapshots ig COWCO EE cowco BE Database 2 al Open b Restore a snapshot Q Save a snapshot Current Database Database Cowco Fyi Documents in database 204 lt 3 Search Bee Client Development Concordance Concordance Image Concordance FYI Database Tab On the top you can see the Server info 1s listed along with the user name logged in and the date and time It is recommended when you log out to click the Logout Button Recent Database Display recent database Snapshots Lists snapshots Brief Case Houses the Databases Available databases are Cowco and Database 2 The next time you log in depending if you have Auto Restore checked you will come back to the last database you were in Check to see if you have Auto Restore Checked you can click on the drop down arrow next to Tools Preferences Screenshot below Auto restore 4uto restore snapshot Yes Wo Concatenation In order to concatenate these databases you can click on the Concordance Icon so that a check mark 1s placed on both DB s EE cowco ME Database 2 Then you have to click the Open button with the folder next to it This will temporarily join the databases so that you can Search View Print Run Reports etc on both DB s Save Snapshots creates file that contains the searches you ran with the specified
28. r in which SUMMARY Paragraph they appear in the database CONDITION Paragraph H s pln PUDE Date fields are sorted correctly no matter what ATTACHMENTS Paragraph display format you have defined for them The PRIMARYDATE Date total combined fields being sorted cannot exceed PESE Numeric 1000 characters Concordance will ignore an CCORG Paragraph aa 1 y ATT Paragraph characters beyond this limit Date fields count as ATTORG Paragraph eight characters paragraph field s count as sixty characters other field types are sorted by their defined field length ooo ooo Databases i V O L I O 4 Client Development Researmioolutiqns Practice Management itigalion Services For more information pl ase see the ser Manual CPP UIIMBIATIENU EARS Sm Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 FYI Reviewer Documentation doc Natalie Biggs Page 12 LexisNexis Concordance Concordance Image Concordance FYI Option Buttons at e e top of the Mid A s Im a Dose Print Report ban 3 l L Browse Invokes the Concordance full screen browse mode Browse will display the current document in the current query The screen 1s automatically saved before entering this mode and restored after exiting 2 tE Table Table view displays documents in a tabular format similar to a spreadsheet with one line per record You can choose which fields are displayed and their order of display the
29. s signs to combine everything with everything else Leaving one out or putting two plus signs in a row are the two most common errors Sometimes you may have a very large field which would use a lot of paper if it were printed The next example uses the substr function to print the first 200 characters of the summary field it sub strings it substr DIGEST 1 200 The above example uses substr to grab 200 characters starting with the first character It would be really useful if we could check first to see if the brief field was actually more than 200 characters long Then we could append an ellipses to show that we truncated the entry if we need to truncate it at all len DIGEST gt 200 substr DIGEST 1 200 DIGEST Client Development Research solutions Practice Management Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 22 LexisNexis Concordance Concordance Image Concordance FYI This example uses two new features the len function and the conditional operator The len function determines the length of the text in any field The conditional operator allows us to embed if then else logic into a report column The conditional operator has the following format statement true response false response The report writer tests the statement If it is true the true response is the result otherwise the false response is t
30. t Click on the Bulls eye button with the arrow shooting down or the letter N to jump to the next highlighted hit If the document was edited since the last reindex then the proper screen is displayed but search terms are not highlighted If there isn t a next occurrence to display the next document is displayed Camera Click on the camera to display any image associated with the current document This only works with image enabled Concordance N P R V d C ny O MI 4 9 Li Co his button to the eli LHent Development Research Solutions Practice Management n to a file Litigation Service Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 16 LexisNexis Concordance Concordance Image Concordance FYI 10 al Font Click this button to change the font of the Browse data 11 Fields Brings up a list of all fields available for editing Jump to any field by double clicking on the field name in the list box rx a Ut 12 Ditto The Ditto button duplicates data from any other record or duplicates and appends a copy of the current document Documents and data are copied to avoid repetitive data entry tasks Any field or combination of fields can be chosen The Ctrl D key combination performs quick dittos as described below 13 x Delete This button marks unmark a record for del
31. ues The issue tags are displayed Issues are text level tags on the document Issues Natalie C T LC Et 5 OLuiiuoN S Client Development Research Solutions Practice Management Litigation Services Concordance 10880 Wilshire Boulevard Suite 400 Los Angeles CA 90024 4101 Natalie Biggs FYI Reviewer Documentation doc Page 11 LexisNexis Concordance Concordance Image Concordance FYI Sort Tab o STARTPAGE Ascending Sort By By double clicking on one of the FNDPAGE Ascending available field the Sort By field will fill in with the specified field you wish to sort Available Fields All fields those are available to sort by Once you have chosen your fields click the sort button at the bottom of the sort by window Sort Rearranges the documents in the current query Sort You can sort documents by any number of fields These can be any combination of fixed fields and availa free text paragraph fields Fixed fields allow you to sort by date number or text 1n either Field Type ascending or descending order The sort will run DATE Date much faster if you only select these field types If EE EM you sort by free text paragraphs only the first ALITHOR Paragraph sixty characters in the first line are considered ALITHORORG Paragraph significant characters appearing after that are E Paragraph 3 ignored If two or more documents contain RECIPORG Paragraph l cc Paragraph identical data they are sorted in the orde
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