Home

Technicolor - Thomson West Case Notebook User's Manual

Contents

1. 1 BB Annotation Range 16 7 16 7 Annotation Author LocalUser 2 BB Annotation Range 16 12 16 12 Annotation Author LocalUser 3 B Annotation Range 16 24 17 2 terminated Issues B Not Note Cynthia Roth also testified Parker recommended the plaintif for termination 00 Annotation Author LocalUser 13 Click the Print icon to print the transcript 11 Updating Transcripts West Case Notebook transcripts can be updated using the following types of files m E Transcript files PTX or EXE files containing transcript text and if the transcript is signed the signature details m ASCII text only files files containing transcript text usually received from the court reporter m Portable Transcript PTF files files containing transcript text and annotations usually received from another West Case Notebook user m LiveNote Evidence Format LEF files files containing transcripts exhibits exhibit links and possibly synchronized video Note You can also import CT Summation TRN files and Timaro Technologies Post Production Time Stamp PTS files Any annotations including Quick Marks and Issue Marks are automatically transferred to the updated transcript No work product will be lost because all annotations are linked to the transcript text not to the page and line references Therefore annotations made in the old transcript are simply transferred to the same text loca
2. If a transcript has been synchronized with video you can convert the transcript text to a video segment and save it You can create a single video segment from a single annotation or create multiple video segments from an Annotations report Creating a Video Segment from a Single Annotation To create a single video segment from an annotation complete these steps 1 Double click an annotation in the left pane The highlighted text of the annotation is displayed in the right pane 2 Right click in the annotation w From the menu that is displayed choose Send Then choose Video File from the submenu The Save As dialog box is displayed 4 Select a location for the file 5 Type a different file name in the File name text box if desired 6 Click Save The message Would you like to view the new video clip now is displayed 7 Click Yes to view the video segment Creating Multiple Video Segments from an Annotations Report To create multiple video segments from an Annotations report complete these steps 1 In the left pane right click the Annotations folder then click Report The Annotations report is displayed on the Report tab in the right pane Click Send at the top of the report then choose Video File from the menu The Save As dialog box is displayed Select a location for the file Type a different file name in the File name text box if desired nA A UU N Click Save The message Video files saved succ
3. m how much document text you want displayed when viewing a word or number in context in the Word Index If you select QA Pair the entire question and answer in which the word or number appears is displayed In the alternative you can designate the number of lines to be displayed above and below the word or number m the types of documents in which to display the Word Index Click OK to save the Word Index display options General Transcript Word Index Word Index Display Options xj Display Word Index Y Transcripts Realtime IV Transcripts Historical IV Documents IV Pleadings IV Research coa Jm 53 Connecting to Realtime Connecting with a Serial Connection If you want to connect to Realtime using serial cables your computer must have a serial port If you have only a USB port available you will need to provide a USB to serial adapter For information about serial adapters download a free copy of Connecting to a Real Time Session West LiveNote West Case Notebook at west thomson com westlaw guides LiveNote aspx If a USB to serial adapter is not available you can connect to Realtime over the Internet via LiveNote Stream Contact the court reporter to schedule the session To connect to Realtime using serial cables complete these steps 1 Click the New arrow on the Main Menu toolbar then choose Realtime Transcript from the menu The Connect to Realtime dialog box is displayed
4. E Research a abercrombie Sort By Title lis v Buzzi Unicem USA 2008 WL 2521136 C 4 6 ability Slip Copy able Slip Copy 2008 WL 2521136 C A 6 Tenn Not Selected for publication in the Federal Reporter 89 accommodate Ellis v Buzzi Unicem USA Bi 3 Key Facts C A6 Term 2008 lt be accommodated L gt Ei Characters Updating KeyCite Information You can quickly update KeyCite information for a Westlaw document in West Case Notebook To update KeyCite information complete these steps 1 Choose Advanced Update KeyCite Flags from the Tools menu in West Case Notebook The Update KeyCite Login dialog box is displayed 2 Type your Westlaw password in the text box and click OK 3 The Update KeyCite Report is displayed in the right pane and listed under Report in the left pane Update KeyCite Login Update Search Index Launch Rebuild Search Index Westlaw password eeeeeeeeees Manage Data Groups OCR Status Schedule Court Reporter Customize Repositories Ez Cancel Options i W Smith v Jones West LiveNote Case Notebook File Edit View Realtime Search Annotate Issue Report Tools Help i Q New gly Report GS z M Not terminated Bj Damages A Missed deadines PM At will Hostile workplace MI Work history Prs G Elis w Buzzi Unicem USA 200
5. R is displayed 2 Select the part of the document you want to copy 3 Choose Copy from the Edit menu 4 Open another application and paste the text you have copied For example to paste the text into Microsoft Word press Ctrl V or choose Paste from the Edit menu in Word 51 Transferring Document Text Transferring Text of a Westlaw Document If you are viewing a Westlaw document you can transfer the citation with the text To transfer text with its citation complete these steps 1 Make certain the Copy with Citation button 13 is displayed 2 Select the text you want to copy 3 Open another application and paste the text you have copied For example to paste the text into Microsoft Word press Ctrl V or choose Paste from the Edit menu in Word 52 Using the Word Index The Word Index contains an index of words and numbers in a document along with their corresponding page and line numbers When you are connected to Realtime the Word Index is updated every 15 seconds Use the Word Index to search for a word or number in the document Type the word or number in the text box to the right of the document to display the pages and lines where the word or number is found in the document To see the word or number in context hold your pointer over the page and line reference The question and answer in which the word or number appears is displayed To display the word or number in the document click the page and
6. Then select the text in document you want to annotate The Annotation Properties dialog box is displayed 35 Working with Annotations W Annotation Properties x d Annotations pSend g Note tissues Key Facts Note Preview I Not terminated When you have finished associating a note issue key fact or attachment with the annotation click OK If you did not select an issue the text is highlighted with the default annotation color Adding a Note to an Annotation The Note tab is the default tab in the Annotation Properties dialog box To add a note to the annotated text type your note in the Note text box and click OK Adding an Issue to an Annotation To associate an issue with an annotation complete these steps 1 Click the Issues tab in the Annotation Properties dialog box The list of prioritized issues those that appear on the Main Menu toolbar is displayed under My Top Issues and the list of non prioritized issues is displayed under Other Issues 2 To assign one or more issues to the annotation select the appropriate check boxes Note that the check boxes for any issues you previously selected on the Main Menu toolbar are already selected 3 Click OK The annotated text is highlighted with the color of the issue you selected Adding a Key Fact to an Annotation To assign a key fact to an annotation click the Key Facts tab in the Annotation Properties dialog box select the
7. West LiveNote Case Notebook ajoj x Ele Edt yew Besime Search Annotate sue Repot Took Hep 4 Now g Report G g fill Not terminated R Damages Bl Meseddeadines HE Ar i Hostile workplace HR Work history o P a r Use Auto Tags to Transcripts Evans Walter automatically highlight ES i p A 100 Update Tramacsipt piip Quick Mark Repat La lt gt Connect Page 160135 words or phrases as they D 3 3 Post 0 Cell ee ee DES IN O appear in a document Y Gy Annotations D item We use sterile cotton swabs and wipes to abatement Gy Exhibits 0 tems take Samples on surfaces of the facility like a D Dec 11 2007 Parker Sam ale 5 walls m so forth The a 1 Aug 19 2008 Reales samples l ke ally placed 5 Seale Documents y Pleadings irked with Research E v aing ae acceptable y 7 11 25 ia 3 box which was marked with similar relevan Sl acquainted zj Characters 6 12 41 Working with Auto Tags Managing Auto Tags Showing and Hiding Auto Tags If you choose not to show Auto Tags when you create them you can show them by choosing Auto Tags from the Annotate menu The Auto Tags dialog box is displayed Select the Show Auto Tags check box and click OK To hide Auto Tags clear the Show Auto Tags check box Deleting Auto Tags To delete an Auto Tag complete these steps 1 From the Annotate menu choose Auto Tags to display the Auto Tags dialog box 2 Select the Auto Tag you want to remove an
8. B New mil Report GS B 1 Damage Realtime Transcript B Transcript from File Ctrl T xl Connect via Serial Options F C LiveNote STREAM CAT Output Caseview E Baud Rate 2400 z C Simulation lt Serial Port comi h Lines Per Page 25 Tokens Realtime Tokens Available 0 Manage Tokens LiveNote a Thomson West Business www livenote com 1 800 290 WEST 9378 Acknowledgement By clicking on Connect below I acknowledge that I will be receiving a rough and uncertified draft transcript and that I am not foregoing ordering a final certified transcript which may differ in both pagination and content from the draft I also acknowledge that I will be responsible For any applicable fees associated with connecting to live video Connect Cancel Help 2 Select Serial The court reporter will give you the necessary settings for connecting to the reporter s CAT computer aided transcription system You will need to know the required serial port setting 3 Click Connect to connect to Realtime Using LiveNote Stream LiveNote Stream allows you to connect to Realtime via the Internet You can access LiveNote Stream through West Case Notebook software or through Microsoft Internet Explorer The court reporter must notify LiveNote 24 hours in advance if you want to use LiveNote Stream to view transcript text or 72 hours in advance to view video and text LiveNote will send you an e mail
9. Case Notebook Audio Video Instant messaging Streaming transcript text Start and stop text Word Index Saved transcript Quick Marks Issue Marks Annotations Auto Tags Full Text Search Reports 57 Working with a Transcript in Realtime West Case Notebook provides you with tools that are easy to use even when you are working with a transcript in Realtime You can stop and start the scrolling text annotate the text and do quick word searches at the same time that you are listening to what the deponent or witness is saying You can also annotate and search existing transcripts Starting and Stopping Text To stop the scrolling transcript while in Realtime click Pause on the toolbar above the transcript To browse the text of the transcript you can use the scroll bar on the right or press the Page Up and Page Down keys or the arrow keys on your keyboard Pressing Ctrl Home will take you to the top of the text pressing Ctrl End will take you to the end of the text To restart the scrolling transcript click Pause again or click in the text of the transcript B Realtime X Realtime To stop the scrolling text click Pause Use the scroll bar QI Pause lM Quick Mark Report fs EB Disconnect Page 1 of 1 to browse the The Foreperson Please raise your right hand You do a text of the 6t solemnly swear the testimony you are about to give E transcript in the matter now
10. E Trial Version of West Case Notebook West Case Notebook offers a trial version of its software In the trial version you can m connect to 15 Realtime sessions m add up to three transcripts 10 documents five pleadings 10 research files 25 key facts and 10 characters m create Issue Marks Quick Marks and annotations m use the Word Index Auto Tags and Full Text Search m generate reports In the trial version you cannot update transcripts documents pleadings and research files delete transcripts issues or annotations save transcripts as ASCII files create a new case close the current case and open another case export cases connect to the West LiveNote Repository Note A transcript printed from the trial version includes a Demo watermark System Requirements You will need the following to run the trial version of West LiveNote if you intend to view video use the recommended configurations IBM PC or compatible computer with Pentium 4 processor Windows Vista or Microsoft Windows XP Service Pack 2 1 GB of RAM 2 GB recommended for Microsoft Windows XP 1 GB of RAM 2 GB recommended for Windows Vista 10 GB of available hard disk space 100 GB recommended Microsoft Internet Explorer 6 or later Windows Media Player 9 or later one free serial port for Realtime connection If you do not have a free serial port you can connect to Realtime with a serial adapter connected to a USB port or through the Intern
11. Fact Witness 213 333 3237 jcole decorp com P Sort by Name B Cooper Jamal Valentine Medical Corp Fact Witness 562555 3333 jamale velentinem 8 Bower GilR B DC Corporation DC Corporation Party 213 333 1000 ismithid decorp com B Canada Container 3 Evans Walter Environmental Measure LLC Fact Witness 626 555 2020 waltere environme amp Cole John 8 Cooper Jamal 9 Evans Walter 31 Managing Characters Editing a Character To edit the information for a character right click the character and choose Properties from the menu The Character Properties dialog box is displayed Make the appropriate changes and click OK Deleting a Character To delete a character right click the character and choose Delete from the menu The message Permanently delete the selected Character is displayed Click Yes Closing the Characters Tab To close the Characters tab so that it is no longer displayed in the right pane click the Close button xJ on the tab 32 Working with Issues An issue is a type of annotation that relates to a particular subject For more information on annotations see Working with Annotations on page 35 Categorizing annotations in a case by issue makes it easy to retrieve all information on a specific subject when you need it Issues are created for each case and are the same for all users of that case When creating new issues it is important to not duplicate previous issues Althoug
12. Results document 20 handwritten 11 hits fan 10 2008 Smith James 9 1 contacted your lawyer 9 2 also contains 11 10 two page 11 13 identical 11 13 identical document E Jan 10 2008 Bower Gil R Using Connectors Use connectors to specify the relationships that should exist between search terms in your retrieved documents For example Type To search for documents that contain amp and both terms a space or either term or both terms n terms within n terms of each other where n is a number n the first term preceding the second by n terms where n is a number KK 35 terms appearing in the same order as in the quotation marks Type To exclude documents that contain but not the terms following the percent symbol Working with Auto Tags Use Auto Tags to automatically highlight words or phrases as they appear in a document Creating Auto Tags To create an Auto Tag complete these steps 1 Choose Auto Tags from the Annotate menu The Auto Tags dialog box is displayed W Auto Tags autoTag Sa Y Show Auto Tags 2 Click New Then type the word or phrase you want to add to the Auto Tags list 3 Select the Show Auto Tags check box to highlight Auto Tags in the document 4 Click the Color arrow to select a color if desired 5 Click OK to save your changes Your Auto Tags will be highlighted automatically throughout the document W Smith v Jones
13. The Issues Report Properties dialog box is displayed Issues Report Properties x Gssues bata Display Context authors Vv v Not terminated M Mi Damages IZ B Missed deadlines M B atwill Y B Hostile workplace TY R work history Causation Impeachment by plaintiff Inconsistent statement Knowledge of report No report Plaintiff s demeanor Prima Facia Work timeline XIS lt 4 EE BSR T Only include Annotations that contain notes 2 All of the issues in the case are selected on the Issues tab by default To remove an issue from the report clear its check box Select the Only include Annotations with all selected issues Match all Issues check box if desired Select the Only include Annotations that contain notes check box if desired nA BB Q Click the Data tab to display a list of all document types and data By default all document types and data are selected To exclude a document type from the report clear its check box To exclude particular data from the report click the document type containing the data then clear the check boxes for the data you want to exclude 45 Working with Reports 6 Click the Display tab to view a list of display options Type a title for the report in the Title text box if desired Then select or clear the appropriate check boxes 7 Click the Context tab to display a list of context options Select or clear the appropriate check
14. Transcript To open a transcript complete these steps 1 If necessary click Transcripts in the left pane to display a list of all transcripts in the case 2 Double click the transcript you want to open The text of the transcript is displayed in the right pane Closing a Transcript To close a transcript so that it is no longer displayed in the right pane click the Close button X on the transcript s tab Deleting a Transcript To delete a transcript right click the transcript in the left pane and choose Delete from the menu The message Permanently delete the selected Transcript and all associated Annotations is displayed Click Yes Printing a Transcript with Annotations You can display annotations Quick Marks and Issue Marks in printed transcripts For condensed transcripts you can also print annotations including notes and author information in the footer of the document To print a transcript with annotations in the footer of the document complete these steps 1 Open the transcript you want to print 2 Choose Page Setup Transcript Condensed from the File menu The Page Setup Condensed Transcript dialog box is displayed Page Setup Condensed Transcript x Page Border Test Numbering Condensed Advanced Annotations Select Issues Include Quick Marks I Include Annotations with no Issues IV Display Annotations in footer Display Individual borders L 3 Click the Annota
15. ad ook ale 42 Working With Repo ic sgichdcgucasgiedeuekesepbdgucrae IRE 43 Annotations Report ah esa N N eine ana gene week an ea 43 Verbatim Digest Report 1 4 5 kad prp weed Alea wade ea 44 Not s Report 23 4 iia ee ee 45 Attachments Repo cado es rye eed he ee ern 45 Issues Report cisco pa 2 a Aad a Bee un 45 Case Report ai sees des oe eo ee 46 Search Report micaela en 46 Auto Lae Report si badass a aka 47 Transterting REP TE io se 508444454 ea ee na eb a aw ee 47 Saving Reports mica a ea 48 Working With Data Groups zn ae nad na Tr a RR ara 49 Creating a Data Group erre a ee ce a E NN ws 49 Editing Data Groups aaa u sea a ee ehe 49 Using Data Groups in Reports 0 eee eet tee een nee een eee eee 50 Using Data Groups in Full Text Searches cece ce cece ene n ene 50 Transteming Document TEX s2 cu duns A A a a 51 Transferring Text of a Transcript 2 0 ccc eee nent n eee nenns 51 Transferring Text of a Document or Pleading 0 cece eee cece etnies 51 Transferring Text of a Westlaw Document 0c ccc eee e ee ence teen eens 52 SIG NE Word Ien aaa dad dardo 53 Selecting Word Index Display Options 00 ccc ccc eee n eee ene eees 53 Connecting to Realtime scx 0 9 u T gee na een es a RE Fa AER Is TEE Rad ands 55 Connecting with a Serial Connection 0 c ccc cece ence nnn ene n een e nee 55 Using LiveN te treat ir EG OR ee Rae BO OL Ra eR EE oe a Ss WS ate eee 55 Accessing LiveNote Stream Through W
16. boxes 8 Click the Authors tab to display a list of annotation authors If you are working in a secured case on the network a list of all annotation authors is displayed If you are working on the case off the network just LocalUser is displayed Select or clear the appropriate check boxes 9 Click OK The Issues report which includes the lines you marked and the surrounding questions and answers is displayed on the Report tab in the right pane and under Report in the left pane Case Report This report includes the names of documents and any comments about the documents To create a Case report complete these steps 1 Click the Report button li Report on the Main Menu toolbar then choose Case from the menu The Case Report Properties dialog box is Y 4 Documents displayed By default all document types and TZ CA Pea data are selected on the Data tab To exclude a IZ 3 Key Facts IV E Characters document type from the report clear its check box To exclude particular data from the report click the document type containing the data then clear the check boxes for the data you want to exclude 2 Click Groups to include a data group in your report Select the group you want to include in your report and click OK For more information on data groups see Working with Data Groups on page 49 Cancel Help 3 Click the Display tab to view a list of display options Type a title for the r
17. ie ne a eh RA A 21 Opening an Existing Pleading cc cece eee cence ence nen nees 22 Deleting a Pleading so ccc0 s ae aketee a be A sehen 22 Closing a Pleading viniera ira Alena an e 22 Managing Research ausm rs is Gace AS A eee 23 Delivering a Westlaw Search Result to West Case Notebook oo oooooomomommmmmm o 23 Updating KeyCite Information essees ce cc eee eerren eee nent nen nees 24 Searching for Documents 06 cece eee nee e en ence ene een eeees 25 Importing Research Documents 0 cece eee cence nent enn een e eee 26 Managing Key Facts nur rei 27 Creating a Key Fact ici bce cise eee a eee eee ae 27 Editing a Key Fact 5 04 ar da dales aed ahem 28 Deletirig a Key Fact 2 800 o Ghee eee Baa a ose Ge dS ea a Wee 28 Closing the Key Facts Tab 2 ssc erani iiie eae eh eee ieee E eed a 28 Saving Key Facts As a West Case Timeline File ss ee sae ee RR cece eens 29 Managing Characters L r 16 1 tend ee 31 Creating a Character TTT 31 Editing a Chatact r s 2 0 4044 deka ad eS ea a a 32 Deleting a Character 225 500550 shia ite ee Seed kao a ete GN Do eee 32 Closing the Characters Tabs ac en wae ee a wack er eee es 32 Working With c B dsd bide Bisa nie ren dh daa achat A Dua hers ehh bie Reis ee 33 Creating Issues u nr en re 33 Prioritizing Issues meo E S R REE ar see ea ee ae 33 Importing Issues iba eee oA ee BE ea 34 Exporting ISSUES Vi cic dis eee En AA AAA AAA ARA AAA 34 WIGAN MITA ADOOS n
18. pending before the Grand Jury of A the County of Los Angeles shall be the truth the whole truth and nothing but the truth so help you God To restart the scrolling text click Pause or click in the text of the transcript Using Quick Marks Quick Marks are marks at the line number in the margin of a transcript They are the simplest form of annotation in West Case Notebook and are displayed as a solid bar in the default Quick Mark color You can use them as place markers in the text for which you can run searches and generate reports To insert a Quick Mark press the spacebar on your keyboard or click a line number A complete list of all Quick Marks in a transcript is located in the Annotations folder under the transcript in the left pane Click the plus symbol next to the transcript to view the Annotations folder Double click a Quick Mark reference in the folder to jump to the Quick Mark in the transcript To delete a Quick Mark click it in the margin of the transcript W Smdh v Jones West LrreNole Case Notebook Flo Edt View Beslime Search Arrctate fae Repot Tools Help i T New gB bra y N MM Ha arad B Damages ill Missed deadines B Atwil B Hoste workplace Werk histo Be J Press the spacebar or click a line number to place a Quick Mark in the margin of the transcript 1 Bower GIR lt Bower Gil R Jp 100 Update Transcript lly Quick Mark Repost La GD Correct Page 11 of 2
19. the ASCII file that was sent to you and click Open Different CAT systems create different extensions on ASCII files The Update Transcript Transcript File dialog box is redisplayed Click Next A message warning that the transcript has not been signed electronically may be displayed Click Continue The Update Transcript Import Details dialog box is displayed Click Next The Update Transcript Import Confirm dialog box is displayed Click Next The Update Transcript Transcript Properties dialog box is displayed Click Finish The Update Transcript Update Completed dialog box is displayed Click Close Updating with a PTF File Use this method when you want to merge two sets of annotations into one transcript when replication is not available 1 Click the Update Transcript button ti Update Transcript on the toolbar above a displayed transcript The Update Transcript Transcript File dialog box is displayed Click Browse to display the Browse for Transcript Files dialog box Select the PTF file and click Open The Update Transcript Transcript File dialog box is displayed 4 The Replace existing text with new text check box is automatically selected If there are no changes to the text and you want to only merge annotations clear the check box The Import Annotations check box is automatically selected If you want to only replace text and not merge annotations clear the check box Under Import Annota
20. 0 ccc cece een nen ene n teen eenes 7 Replicating Cases Offline and to the Network 0c cece ccc eee enn nner 8 Replicating a Case Offline 2 2 2 cece rr 8 Replicating a Case to the Network 0 ce ccc cece een ene n een eens 8 Changing Replication Options 0 sesse cece cnn eect nen e nen eens 8 Managina Transe eses E d NE AR E AR agian hime aw hohe Rene 9 Importing a Transcript 00 ease eee sO ii ede ee ees 9 Opening an Existing Transcript 1 0 80 R cee eee ee RRR RRR RRR RE RE 10 Closingia Transcript 09 essen saad es 10 Deleting a Transcript u cn sehe ee ede ede a ee ea 10 Printing a Transcript with Annotations 000s ccc cece eee teen teenie eens 10 Updating Transeripts w icc caskets oheeddiand a 13 Starting the Updating Process 2 1 cece eect een e eee n ee en 13 Updating with an E Transcript File PTX or EXE 0 0 0 cee cece tence o 13 Updating with an ASCH File 14 Updating with a PTF File 2 0 ccc ccc ec eee ee nen een arar orar 14 Updating with a LEF File 2 0 eee nnn ect n eben enn nees 15 Managing DOCUMENTS esse ee 17 Importing a Document 17 Importing Load Files aas cca eed ia EA Ee ea nn a ed 18 Opening an Existing Document 0 K N N eee RRR R RAN N R RN R R 19 Deleting a Document emitir nahen bene 19 Closing a Document cage as e a a eee Ses 19 Managing Piealinas 2c0ccneertederentisctaieamndcedereetase cep os ee REA 21 Importing a Pleading u pee ta u
21. 09 Email John Ace Conner St 00010 00010 00011 Email Jiffy Stolkholm Peter Fra 00011 00011 00010 Attachment 00012 00012 Email Peter Franc Jiffy Stolk 00013 Excel gt 5 Select the file type for the load file from the File Type drop down list The field delimiter row delimiter and text qualifier are automatically entered for you The First row contains field names check box is selected if appropriate Note If your load file is not listed in the File Type drop down list select Custom from the list Then select the appropriate field delimiter row delimiter and text qualifier from the drop down lists 18 Managing Documents 6 Click Next The Data Import Wizard Load Files Select the Load File Field Mappings dialog box is displayed Data Import Wizard x Load Files Select the load file field mappings Field Mappings Field 1 7 Do not import field Skip T Field indicates start of new document when Not empt none none Email John Ace lt johnace directvinternet com gt Email Kelly Morris lt k_morris02 yahoo com gt Email Conner Stevens Email Conner Stevens Email Conner Stevens Email Connor Stevens lt cstevens02 directvinternet com gt Email Kelly Morris lt k_morrisO2 yahoo com gt Email Connor Stevens lt cstevens02 directvinternet com gt Email John Ace Email Jiffy Stolkholm Attachment Email Peter Franc Excel X gt Z S 7
22. 7 LIT FAMA UL vam En E Sot by Tite Annotations 0 tems GIL R GOWER issues in thes laro by evar for me vihen I worked at Homes Double click a Quick Mark reference to jump to its location in the transcript MS COWENS Object to form THE WITNESS Well this is this for me when T worked at Homer Plastics left top that 59 Working with a Transcript in Realtime Quick Marks Report This report lists all Quick Marks and Issue Marks in a transcript arranged in page and line order To create a Quick Marks report for the transcript you are viewing click the Quick Mark Report button alli Quick Mark Report on the toolbar above the transcript in the right pane The report is displayed on the Report tab in the right pane To create a Quick Marks report for one or more transcripts complete these steps 1 Click the Report button Report on the Main Menu toolbar then choose Quick Marks The Quick Mark Report Options dialog box is displayed Quick Mark Report Options x Issues Jota X Display X Context X Authors Not terminated v Causation B Damages R impeachment by plaintiff B Missed deadines B Inconsistent statement At will B Knowledge of report R Hostile workplace M No report R Work history Plaintiff s demeanor Prima Facia M Work timeline Cancel Help All of the issues in the case are selected on the Issues tab by default To exclude
23. 8 WL 28 Report x lt Transcripts Update KeyCite Report Documents 100 P lt a SaveAs Send Pleadings Research 1 to 1 of 1 results Key Facts Characters Research gt lt lt lt lt lt lt Report Update KeyCite Report 1 hits 3 Ellis v Buzzi Unicem USA 2008 WL 2521136 C A 6 Tenn 2008 Type Case Law amp Research 1 hit KeyCite Status H KeyCite Updated August 22 2008 CAP NUM Note Research items with a changed status will be highlighted with yellow 24 Searching for Documents To search for documents on Westlaw complete these steps Managing Research 1 From the Search menu in West Case Notebook choose Westlaw Search The Search Westlaw dialog box is 3 4 5 displayed Type your Terms and Connectors query e g retaliat wrongful 5 terminat discharg s work 5 Terms retaliat wrongful 5 terminat discharg fs work 5 compensat amp da aft 2005 Add Connectors or Expanders Help AND In same sentence OR s Preceding within sentence Phrase lb In same paragraph But not p Preceding within paragraph Root expander n Within n terms of Universal character n n Preceding within n terms of Source e PD a All Federal Cases ALLFEDS ca compensat amp da aft 2005 in the Terms text box Under Source type a database identifier in the text box or select a database e g All Fed
24. Anderson and click Add to My Favorite Cases 3 Select List My Favorite Cases from the drop down list at the top of the dialog box Your list of favorite cases is displayed Beck y Nordic Inc Clelland y Anderson Womack v Womack Add Remove Repositories OK Cancel Help Z Managing Cases Replicating Cases Offline and to the Network Replicating a Case Offline You can work on a secure case off the network by replicating the case offline in West Case Notebook To replicate a secure case offline complete these steps 1 From the File menu choose Replicate Case Offline The Cases Replicated to Offline dialog box is displayed informing you that the case was successfully replicated to offline 2 Click one of the following m Open Case The case is displayed in the left pane m Close The case is closed Replicating a Case to the Network To replicate a case to the network complete these steps 1 From the File menu choose Replicate Case Online The Cases Replicated to Network dialog box is displayed 2 Click one of the following m Open Case The case is displayed in the left pane m Close The case is closed Changing Replication Options West Case Notebook has replication options that prompt you to replicate the case offline when you close West Case Notebook or replicate the case to the network when you open West Case Notebook To change these options complete these steps 1 From the To
25. Assign a title to each field in the file by mapping the field For example to map the first field which contains Bates Numbers in the figure above select the field by clicking none at the top of the first column Then select Bates Number from the Mapping drop down list Repeat this process for each field you want to map Note You must map the File Path and Name field to import the file If the file path and file name are not in the same field map the File Path and File Name fields separately 8 If you do not want to importa field select the field and then select the Do not import field Skip check box 9 If a field indicates that the load file contains a row for each page of a document select the field Then select the Field indicates start of a new document when check box and select an option from the drop down list 10 Click Finish The documents are listed under Documents in the left pane Opening an Existing Document To open a document complete these steps 1 If necessary click Documents in the left pane to display a list of all documents in the case 2 Double click the document you want to open The text of the document is displayed in the right pane Deleting a Document To delete a document right click the document in the left pane and choose Delete from the menu The message Permanently delete the selected Document and all associated Annotations is displayed Click Yes Closing a Document To close a docu
26. Case Notebook 2 When the Open Case dialog box is displayed select Gil Bower v DC Corporation and click OK The case window is displayed 3 Click the New arrow on the Main Menu toolbar then choose Realtime Transcript from the menu The Connect to Realtime dialog box is displayed 2 new a L Ne iii Report GS B 1 Damage Realtime Transcript Cr E Transcript From File Ctrl T Connect to Realtime x Connect via Simulation Options E File LiveNote STREAM sim txt C sen Browse LiveNote a Thomson West Business www livenote com 1 800 290 WEST 9378 Acknowledgement By clicking on Connect below I acknowledge that I will be receiving a rough and uncertified draft transcript and that I am not foregoing ordering a final certified transcript which may differ in both pagination and content from the draft 1 also acknowledge that I will be responsible For any applicable fees associated with connecting to live video Connect Cancel Help 4 Select Simulation then click Connect The deposition automatically begins transcribing in the right pane Note The transcript is titled Realtime by default and listed under Transcripts in the left pane To change the title of the transcript right click it and choose Properties from the menu The Transcript Properties dialog box is displayed Type a different title for the transcript in the Title text box and click OK 68 Appendix
27. OCR check box is automatically selected if the pleading is an image file or PDF file 21 Managing Pleadings 11 Click Finish The pleading is displayed in the right pane and listed under Pleadings in the left pane W Smith y Jones West LiveNote Case Notebook olx File Edit View Realtime Search Annotate Issue Report Tools Help ij QA i Search Pw New gli Report Agi gire Pr UC answer Boweinc x A z Answer_BowerDC ae al BERATEN zlea 1 8 I Pleadings 2 mao lt abate 5 5 6 abatement McAVOY SBN 10071173 56 IGT amp McLAIN LLC abating t 15th Floor 5 1 access THK 12 hwm com accurately Attorney for Defendant a Research x DE CORPORATION accused 6 Key Facts y acquired S x IN THE UNITED STATES DISTRICT COURT 10 zi CAP NUM Opening an Existing Pleading To open a pleading complete these steps 1 If necessary click Pleadings in the left pane to display a list of all pleadings in the case 2 Double click the pleading you want to open The text of the pleading is displayed in the right pane Deleting a Pleading To delete a pleading right click the pleading in the left pane and choose Delete from the displayed menu The message Permanently delete the selected Pleading and all associated Annotations is displayed Click Yes Closing a Pleading To close a pleading so that it is no longer displayed in th
28. TIFF Tagged Image File Format e CaseCentral ASCII Load File TXT s JPE JPG JPEG Joint Photographic Experts e Concordance ASCII Load File DAT Group s IPRO ASCII Load File LFP e BMP Bitmap e Lextranet ASCII Load File TXT s GIF Graphic Interchange Format e Opticon ASCII Load File OPT e JEX e Summation ASCII Load File TXT m PDF Portable Document Format Note If your load file is not one of the types m MSG Microsoft Outlook file listed you still may be able to import it m DOC DOCX Microsoft Word file using the Custom options or by using WP WPD Corel WordPerfect file conversion tools available for free on the Internet m PEX LiveNote document file m HTM HTML Hypertext Markup Language m TXT plain text file m RTF Rich Text Format An administrator can designate who can access the case file documents Managing Cases Creating a New Local Case Cases in West Case Notebook can be created for one person to use local cases or they can be created through the West LiveNote Administration module to be available on a network so they can be shared secure cases Local cases can be imported through the West LiveNote Administration module to also make them shareable To create a new case follow these steps 1 Access West Case Notebook to display the Open Case dialog box Open Case xii Gil Bower v DC Corporation New Remove Repositories 2 Click New to display the Save As dial
29. West Case Notebook User Guide Version 1 0 and Version 1 1 February 2009 West Case Notebook User Guide Version 1 0 and Version 1 1 February 2009 West Customer Service West Case Notebook Technical Assistance available 24 hours a day If you have general or technical questions about West Case Notebook call West Case Notebook Customer Technical Support at 1 800 290 9378 or send an e mail message to west livenote thomson com Billing and Account Assistance For billing and account assistance call 1 800 328 4880 Billing and account assistance is also available online at west thomson com support Reference Materials To browse and order free West Case Notebook reference materials visit west thomson com support user guide livenote case notebook aspx West Case Notebook also contains valuable online Help About This Guide In this guide the graphics and step by step instructions are based on using West Case Notebook Because of the evolving nature of this technology there may be changes to the West Case Notebook interface and functionality that are not reflected in the documentation Information in this guide is current through February 1 2009 KeyCite and Westlaw are registered trademarks and West Case Notebook and West Case Timeline are trademarks of West Publishing Corporation LEE LiveNote LiveNote Evidence Format LiveNote Repository and LiveNote Stream are trademarks of LiveNote Inc West LiveNote is a trade
30. age Issues button on the Main Menu toolbar The Manage Issues dialog box is displayed 2 Select an issue under Other Issues e g Work history 3 Click the left arrow to move the issue under My Top Issues 4 Repeat steps 2 and 3 for each issue you want to prioritize and add to the Main Menu toolbar You can prioritize up to 10 issues 33 Working with Issues 5 To reprioritize an issue and change its order on the Main Menu toolbar select the issue under My Top Issues and click the up arrow or down arrow 6 Click OK when you finish prioritizing the issues INCAS ther eres To prioritize an issue 1 Z Not terminated Z Causation eN j 2 Hl Damages B impeachment by plaintiff and add it to the 3 II Missed deadlines lil inconsistent statement a Main Menu toolbar 4 E at will Bl Knowledge of report j sB Hostile workplace Bua report select the Issue 6 E Plaintiff s demeanor then click the left B Prima facia arrow and click OK BB Work timeline W Smith v Jones West LiveNote Case Notebook Eile Edit View Realtime Search Anr fate Issue Report Tools 8 New 28 Report GS 5 M Not terminated Z Damages i Missed deadlines Atwil B Hostile workplace Work history Searc ab Help Importing Issues You can create a list of issues in any word processing program that can save files as XML Extensible Markup Language files To import issues from a file complete these steps 1 Click the N
31. an issue from the report clear its check box Click the Data tab to display a list of transcripts By default all transcripts are selected To exclude a transcript from the report clear its check box Click the Display tab to view a list of display options Type a title for the report in the Title text box if desired Then select or clear the appropriate check boxes Click the Context tab to display a list of context options Select or clear the appropriate check boxes 6 Click the Authors tab to display a list of annotation authors If you are working in a secured case on the 60 network a list of all annotation authors is displayed If you are working on the case off the network just LocalUser is displayed Select or clear the appropriate check boxes Click OK The Quick Marks report which includes the lines you marked and the surrounding questions and answers is displayed on the Report tab in the right pane Using Issue Marks Working with a Transcript in Realtime An Issue Mark is a mark at the page and line number in the margin of a transcript that corresponds to a particular issue on the Main Menu toolbar The Issue Mark color is the same as the color of the issue To insert an Issue Mark click an issue button on the Main Menu toolbar then click a line number A complete list of all Issue Marks is located in the Annotations folder in the left pane Click the plus symbol next to the transcript to view the Annotations f
32. an open case choose Open Case from the File menu The Open Case dialog box is displayed List Cases Alphabetically Gil Bower v DC Corporation 2 Click Repositories in the Open Case dialog box The Repositories dialog box is displayed a Repositories Lx 3 Select the repository that you want to log on to and click Logon The Logon to Repository Name dialog box is displayed 2 Logon to San Francisco Eg Username Ji Password Cancel T Remember my logon settings 4 Type your username and the password that is assigned to you in West LiveNote Administration in the Username and Password text boxes 5 Select the Remember my logon settings check box if you want West Case Notebook to remember your username and password 6 Click OK The Repositories dialog box is redisplayed Managing Cases Repository Name Server Name Logged on as a Repositories x a San Francisco Eg mtsinate a01 WESTREPOSITORY janah teo tt 7 Click Close The Open Case dialog box is redisplayed with a list of the cases to which you are assigned Gil Bower v DC Corporation Womack v Womack Note Two types of folders may be displayed Case File I C lLiveNote v10 Cases beck_y_nordic inc Ins Lo c tee Y Open Case x List Cases Alphabetically Bowler v Cabot Celms y Federated Insurance Add Clelland v Anderson Remove Curtiss v Smith Davi
33. atch all Issues check box if desired Select the Only include Annotations that contain notes check box if desired Click the Data tab to display a list of all document types and data By default all document types and data are selected To exclude a document type from the report clear its check box To exclude particular data from the report click the document type containing the data then clear the check boxes for the data you want to exclude Click the Display tab to view a list of display options Type a title for the report in the Title text box if desired Then select or clear the appropriate check boxes Click the Context tab to display a list of context options Select or clear the appropriate check boxes Click the Authors tab to display a list of annotation authors If you are working in a secured case on the network a list of all annotation authors is displayed If you are working on the case off the network just LocalUser is displayed Select or clear the appropriate check boxes Click OK The Annotations report which includes the lines you marked and the surrounding questions and answers is displayed on the Report tab in the right pane and listed under Report in the left pane Verbatim Digest Report This is an Annotations report that includes only highlighted document text To create a Verbatim Digest report first create an Annotations report Then click the Properties button properties on the toolbar above the repor
34. ate Time of Request 7 7 2008 3 02 40 PM Westlaw Research Event RETALIA WRONGUL S TERMINAT DISCHARG S WORKER S COMPENSAT amp da last 3 years Westlaw Database JALLFEDS Comments These Comments apply to each document Save cancer Required 2 Make certain the matter number corresponds with the client matter number for the case in West Case Notebook To view the client matter number for the case choose Case Properties from the File menu in West Case Notebook Select an issue from the Category drop down list if desired Type a comment in the Comments text box if desired Click Save The Download Confirmation dialog box is displayed Click Complete Download The File Download dialog box is displayed Click Open The Research Files dialog box is displayed N A n E W 23 Managing Research 8 Click Finish The Westlaw result list or documents you selected are displayed in the right pane and listed under Research in the left pane W Smith v Jones West LiveNote Case Notebook Bees File Edit View Realtime Search Annotate Issue Repot Tools Help Q New gig Report GS 3 MNotteminsted 8 Damages BI Missed deadines B Atwill Hostie workplace Work history 9 5 lt Q Elis v Buzzi Unicem USA 2008 X x Transcripts Y H Ellis v Buzzi Unicem USA 2008 WL 2521136 C A 6 Tenn 2008 Documents Pleadings y
35. d click Delete 3 Repeat step 2 for each Auto Tag you want to delete 4 Click OK to save your changes 42 Working with Reports You can generate reports for all Quick Marks annotations issues notes cases searches and Auto Tags While viewing an Annotations Issues or Quick Marks report you can return to the location in the document where the annotation or mark appears by clicking its section in the report To return to the report click the Report tab New annotations are automatically added to the report as you create them so the report is always current Annotations Report You can generate a report that includes a list of all the annotations in a document arranged in page and line order It also includes the surrounding questions and answers To create an Annotations report for the document you are viewing right click the Annotations folder in the left pane and click Report The report is displayed on the Report tab in the right pane and listed under Report in the left pane Right click the Annotations folder then click Report to create an Annotations report for the document you are viewing Click the Hit arrows to view the next or previous annotation in your report Bowe GER Repo x 7 All Annotations Report SF Properties 100 R Pay gt il Save As Send 1 to 6 of 6 results Click a heading next to an icon in the report to go to the location in the doc
36. d select one or more sources if desired Sources will be listed on this tab only if annotations have previously been created See Working with Annotations on page 35 11 Click the Characters tab and select one or more characters if desired Characters will be listed on this tab only if they have previously been created See Managing Characters on page 31 12 Click OK The key fact is displayed on the Key Facts tab in the right pane and listed under Key Facts in the left pane W Smith y Jones West LiveNote Case Notebook olx File Edit View Realtime Search Annotate Issue Report Tools Help B D New gB Report GS Search Pro Transcripts Y pears x 7 Properties dah Print d Save As Pleadings y S Tie Description Date Issues Sources Characters Undisputed BES y Investigation Report Request for investigation made by Jun 28 2008 MM Hostile workplace _ 234 Evans Walter Key Facts 2 supervisor No evidence of report Plaintiff alleges he conteacted the Feb 19 2007 B No report 8 Bower Gil be Metropolitan Waste Commission via i nd telephone though the Commission BB rine foca B OC Comor has no record of the call No proof No evidences of report that he ever reported his complaints Performance Improvement Program bo an governmental agency Performance Improvement On June 15 2006 the Plantiff was Jun 15 2006 MM Work hi
37. e pr oir AAA AA anes 35 Adding an Issue Annotation Using the Main Menu Toolbar ee 35 Adding an Annotation Using the Annotation Properties Dialog Box 35 Adding a Note to an Annotation 2 1 0 0 cece cece eee eee n ene n ene n eee 36 Adding an Issue to an Annotation 0 cece susuran rererere rererere 36 Adding a Key Fact to an Annotation cece cece nor 36 Adding an Attachment to an Annotation rr 36 Associating Video with an Annotation 0 cece cece eee eee nen ene e eens 36 Transferring Annotations uses aa pea beeen ee ee bei ea eh 37 Sending Annotations to Instant Messages 0 c cece cece cece cence ene eee nennen 37 Editing Annotations esse bs Eee as Reb A dated ed ti 37 Deleting Annotations u a nee dene Le ele es 37 Viewing an Annotation Attachment 00 cece cece cece eee en ence eens 37 Working with Full Text Search ra roaro deeds cee urard rs Dee eget anaes s 39 Creating a Full Text Search 322 000 22 KRE NR eed AY Ede ai ea io 39 Formatting a Full Text Search 0 ee ccc eee eaaa 40 Using the Root Expander 0 ccc ccc nor 40 Using the Universal Character 2 0 0 0 cece cece cece een eee cence teen eens 40 Using Connectors Arena isis a 40 Working with Auto Tags ca sa e Pam 41 Creating Auto Tags nu ea ba eb Ska eke kA wa eb eae 41 Managing Auto Tags oii said saa RER RE Eee 42 Showing and Hiding Auto Tags 2 0 0 ccc ccc rr 42 Deleting Auto Tags ur insisted iad ka Wee
38. e right pane click the Close button X on the pleading s tab 22 Managing Research If you are conducting research on Westlaw you can deliver your Westlaw search result to West Case Notebook From West Case Notebook you can quickly update KeyCite information and access Westlaw to conduct further research For more information on using Westlaw download a free copy of Using Westlaw at west thomson com westlaw guides Delivering a Westlaw Search Result to West Case Notebook After conducting your research on Westlaw you can deliver the result list or selected documents to West Case Notebook To deliver the result list or selected documents to West Case Notebook complete these steps 1 To deliver the result list click the Export to Case Notebook icon in the upper right corner To deliver specific documents in the result list select the check box next to each document you want to deliver and then click the Export to Case Notebook icon F in the upper right corner The Export to Case Notebook dialog box is displayed 5 Export to Case Notebook Set your case properties to define your research in West LiveNote Case Notebook Full Document Citation List Full Text of all Documents Selected 1 Matter No 1000 This Matter No applies to each document Title The appropriate Title will apply to each of the Selected Documents Category This Category applies to each document Recent Categories y D
39. endix D Connecting to a Simulated Realtime Transcript 0000 c eee ees 68 Appendix E Trial Version of West Case Notebook 69 System Requirements sfere gas ce iaaa en seen 69 Introduction West Case Notebook is an electronic organizer and deposition tool for saving and working with important documents research and transcripts With West Case Notebook you can m track key facts and their related issues m track the parties involved in the litigation m import and convert key documents to text searchable formats using optical character recognition OCR technology send research documents from Westlaw to the case file check KeyCite status build issues databases by creating categories and highlighting text summarize issues by running reports copy text from a Westlaw document and paste the text along with the citation into a word processing document m connect to a deposition transcript in real time System Requirements You will need the following to operate West Case Notebook West LiveNote Administration and West LiveNote Repository West Case Notebook If you intend to view video with West Case Notebook use the recommended configurations IBM PC or compatible computer with Pentium 4 processor Windows Vista or Microsoft Windows XP Service Pack 2 1 GB of RAM 2 GB recommended for Microsoft Windows XP 1 GB of RAM 2 GB recommended for Windows Vista 10 GB of available hard disk space 100 GB recommended Microsoft In
40. eport in the Title text box if desired Then select or clear the appropriate check boxes 4 Clear the Include cover page when printing or saving check box if desired 5 Click OK The Case report is displayed on the Report tab in the right pane and listed under Report in the left pane Search Report This report lists the result retrieved when you run a search using the Full Text Search feature To create a Search report the Report button siiReport on the Main Menu toolbar then choose Full Text Search from the menu See Working with Full Text Search on page 39 for information on running searches 46 Working with Reports Auto Tag Report This report lists all occurrences of the words and phrases in a transcript for which Auto Tags were created arranged in page and line order To create an Auto Tag report complete these steps 1 Click the Report button iReport on the Main Menu toolbar then choose Auto Tags from the menu The Auto Tag Report Properties dialog box is displayed Auto Tag Report Properties P Tais Terms samples Cancel Help 2 All Auto Tag terms are listed on the Terms tab by default 3 Click the Data tab to display a list of all document types and data By default all document types and data are selected To exclude a document type from the report clear its check box To exclude particular data from the report click the document type containing the data then clear the chec
41. eral Cases ALLFEDS from the drop down list Click Search Westlaw The Westlaw sign on page is displayed Type your Westlaw password and client identifier in the text boxes Click Sign On The result list for your search is displayed FIND amp PRINT KEYCITE DIRECTORY KEYNUMBERS COURTDOCS SITEMAP fl Search Westlaw x a EA SIGN OFF ch Trail Preferences Alert Center Westlaw WebPlus Results Results 421 Documents Add Search to WestClip C 5 Ellis v Buzzi Unicem USA Slip Copy 2008 WL 2521136 Not Selected for publication in the Federal Reporter C 4 6 Tenn June 24 2008 NO 07 5660 employed plaintiff Jasper Ellis until his discharge in February of 2005 After his discharge Ellis sued lleging one claim for a E arising from the exercise of his workers az rights and a second claim for intentional infliction of emotional distress IIED The district court determined that Ellis failed to not qualify you for a disability retirement J A 61 Ellis subsequently initiated this litigation asserting two causes of action 8 TSA MISCO from the exercise of his workers ee rights and B IIED from the denial of retirement disability benefits Ellis now seeks monetary damages and re employment asserting Zenith Radio Corp 475 U S 574 587 an A Retaliatory Discharge Claim To establish the prima facie elements of Tennessee Ellis must show that 1 the
42. essfully Would you like to open the containing folder now is displayed 6 Click Yes to open the folder in which the video segments are stored The page and line ranges are added to the video segments 63 Working with Annotations and Video in Transcripts Transferring Annotations to Microsoft PowerPoint You can transfer annotations and video segments to Microsoft PowerPoint and have them embedded in PowerPoint slides Each annotation creates a separate slide You can create a slide from a single annotation or multiple slides from an Annotations report Note It is recommended that you use short annotations for each PowerPoint slide If you need a longer excerpt transfer multiple annotations from a report to create a single PowerPoint presentation with a slide for each annotation Also when you transfer annotations to PowerPoint from transcripts with associated videos you have the option of saving both the PowerPoint file PPT and the video clip WMV If you want to share the PowerPoint presentation with someone else you must include the associated WMV file for the embedded video to play Creating a PowerPoint Presentation from a Single Annotation To create a PowerPoint presentation from an annotation complete these steps 1 Double click an annotation in the left pane The highlighted text of the annotation is displayed in the right pane 2 Right click in the annotation and choose Send from the menu and PowerPoint from the subme
43. est Case Notebook 0000 e eee eens 56 Accessing LiveNote Stream Through Internet Explorer 000 ce eee eee e ees 56 Access to Features in LiveNote Stream X niiae R cee eee tenet eee 57 Working with a Transcript in Realtime 2 eter rape a e R 59 Starting and Stopping Text nie ee ea ech adh hades RR GM R TRR a 59 Using Quick M rks eisen a este sa a a la ab Madea aa 59 Quick Marks Report doin dr ee he se 60 Using Issue Marks iu io aan a he ae bei 61 Working with Annotations and Video in Transcripts 0000 seen ernennen 63 Playing Annotation Video Segments 2 2 2222 ceeeeeeeeeeeeeeeneneeeeerereen nenne 63 Transferring Annotation Video Segments 00 ccc cece een cette teenies 63 Creating a Video Segment from a Single Annotation 00 e cece cece e eee 63 Creating Multiple Video Segments from an Annotations Report eee eee 63 Transferring Annotations to Microsoft PowerPoint 0 eee cece eee ee ene eens 64 Creating a PowerPoint Presentation from a Single Annotation 0 020 e eee 64 Creating a PowerPoint Presentation from an Annotations Report ee eee 64 Saving PowerPoint Files with the Same Name 0 0 c cece cece ence eee n eee 64 Appendix A Using Issues to Create an Errata Report 2 2 00 eens 65 Appendix B Converting RealLegal Binder Cases to West Case Notebook Cases 66 Appendix C Prompts and Messages for Video and PowerPoint cece een enee 67 App
44. et with LiveNote Stream For more information on LiveNote Stream see Using LiveNote Stream on page 55 69 Printed 2 09 Material 40849028 Replaces Material 40784332 2009 Thomson Reuters L 346219 The trademarks used herein are the trademarks of their respective owners West trademarks are owned by West Publishing Corporation THOMSON es WEST For assistance using West CaseNotebook call 1 800 290 9378 For free reference materials visit west thomson com support user guide livenote case notebook aspx
45. ew arrow on the Main Menu toolbar then choose Issues from File from the menu The Open dialog box is displayed 2 Select the file containing the issues you want to import and click Open 3 The message Issues were successfully imported from the chosen file is displayed Click OK Exporting Issues To export issues from a file complete these steps 1 Choose Save As Issues from the File menu The Save As dialog box is displayed 2 Select a location for the file 3 Type a name for the file in the File name text box 4 Select a file type from the Save as type drop down list 5 Click Save 34 Working with Annotations An annotation is a highlighted portion of the document text It may be associated with an issue a note a comment associated with an annotation or an attachment e g a document or image Adding an Issue Annotation Using the Main Menu Toolbar To add an annotation associated with an issue using the Main Menu toolbar complete these steps 1 Make certain the Apply Issue Mode button Tx is displayed on the toolbar above the document in the right pane To display the Apply Issue Mode button click the Annotate Mode button J5 on the toolbar above the document and choose Apply Issue Mode from the menu Note The Annotate Mode button is the default button Click an issue button on the Main Menu toolbar to select the issue and assign it to the annotation you are adding Select the text you want t
46. f desired If you have not previously created any key facts the current day s date is entered in the text box automatically Otherwise the start date of the last key fact you created is entered Type a new start date or click the arrow to select another start date 4 Select the Set Time check box if desired If you have not previously created any key facts 12 00PM is entered in the text box automatically Otherwise the start time of the last key fact you created is entered Type a different start time if desired 5 Select the End Date check box if desired If you have not previously created any key facts the current day s date is entered in the text box automatically Otherwise the end date of the last key fact you created is entered Type a new end date or click the arrow to select another end date 6 Select the Set Time check box if desired If you have not previously created any key facts 12 00PM is entered in the text box automatically Otherwise the end time of the last key fact you created is entered Type a different end time if desired 7 Type a description e g Request for investigation made by supervisor in the Description text box 8 Select the Undisputed check box if desired 9 Click the Issues tab and select one or more issues if desired Issues will be listed on this tab only if they have previously been created See Working with Issues on page 33 27 Managing Key Facts 10 Click the Sources tab an
47. from a document click the Annotate Mode button and select the appropriate copy button Br F 100 64 Update Tr TR Select Mode TS Annotate Mode IR Apply Issue Mode J Copy 1 Copy with Page and Line Transferring Text of a Transcript When viewing a transcript you can transfer the following details with the text m page number or numbers if copied text spans more than one page m line numbers To transfer transcript text with page and line numbers complete these steps 1 Make certain the Copy with Page and Line button 72 is displayed 2 Select the text you want to copy 3 Open another application and paste the text you have copied For example to paste the text into Microsoft Word press Ctrl V or choose Paste from the Edit menu in Word Transferring Text of a Document or Pleading To transfer the text of a document or pleading that is a word processing document complete these steps 1 Make certain the Copy button 2 is displayed 2 Select the text you want to copy 3 Open another application and paste the text you have copied For example to paste the text into Microsoft Word press Ctrl V or choose Paste from the Edit menu in Word If you are viewing a document or pleading that is an image file or PDF file you can transfer a portion of the document or pleading To transfer a portion of a document or pleading complete the following steps 1 Make certain the Select Mode button
48. from the menu The message Permanently delete the selected Annotation is displayed Click Yes Viewing an Annotation Attachment To view an annotation attachment right click in the annotation and choose Open Attachment from the menu 37 Working with Full Text Search The Full Text Search feature enables you to search one or more documents in the open case for specific terms Creating a Full Text Search You can enter a search that consists of key terms from your issue and connectors specifying the relationship between those terms To create a search complete these steps 1 From the Search menu choose Full Text Search The Full Text Search Properties dialog box is displayed Full Text Search Properties x Terms Data l Terms document 20 handwritten Recent hd Clear Connect amp AND hll Phrase space OR But not E Root expander in within n terms of an Universal character Preceeding within n terms of Cancel Help 2 Formulate your search by choosing search terms significant to your issue and deciding which connectors to place between your terms To retrieve variations of terms use the root expander and the universal character To retrieve a phrase place quotations marks around the phrase For more information on creating a search see Formatting a Full Text Search on page 40 3 Type your search e g document 20 handwritten in the Terms text box Or select a
49. h Cancel 5 Type a comment in the Comment text box if desired Click Finish The Import Wizard Import Summary dialog box is displayed To import another transcript click Again If you do not want to import another transcript click Close The text of the transcript is displayed in the right pane and listed under Transcripts in the left pane W Smith v Jones West LiveNote Case Notebook ioj x File Edt View Realime Seach Annotate Issue Repot Tools Help New gii Report GS z 2p Not terminated J Damages 8 Missed deadines At will B Hostile workplace PY Work history Search Pre L Parker Sam x x Transcripts a Parker Sam 2 Sort by Title 7 JB FP 100 ey Update Transcript 28 Quick Mark Report fs lt Q Connect Page 1 of 40 y E Jan 10 2008 Bower Gil R E C Dec 10 2007 Evans Walter Tr IN THE UNITED STATES DISTRICT COURT E A 4 E E Dec 11 2007 Parker Sam 2 FOR THE NORTHERN DISTRICT OF CALIFORINIA abatement 3 GIL R BOWER CASE NO 3 05 CV 90 11 15 24 29 16 4 29 19 31 16 23 i 32 3 7 33 7 11 5 Plaintiff abe 6 12 12 7 vs ability Documents y 8 40 11 Pleadings y 9 aboveentitled Research 10 DC CORP 1 21 11 access Key Facts lt 3 r i 10 5 Characters xja account Note If you see ve next to the transcript it indicates the transcript has been signed Managing Transcripts Opening an Existing
50. h the issues in a case are the same for all users each user can choose the issues to display on the Main Menu toolbar The Main Menu toolbar enables you to access issues quickly when creating annotations You can display up to 10 issues on the Main Menu toolbar Creating Issues To create an issue complete these steps Click New to display the New Issue dialog box Click the Color arrow to select a color for the issue if desired Click Repeat if you are creating multiple issues Hn Bp ud KM a in the Manage Issues dialog box W Manage Issues xj My Top Issues Other Issues 1 Z Not terminated Z Causation 2 Ml Damages B impeachment by plaintiff 3 II Missed deadines E B inconsistent statement 4 Bi Atul gt Bl Knowledge of report 2 Hi No report 5 B Hostile workplace 6 U Plaintiff s demeanor BE Prima facia B Work timeline 7 8 9 10 Prioritizing Issues Click the Manage Issues button lt 1 on the Main Menu toolbar The Manage Issues dialog box is displayed Type the name of the issue e g Employment history in the Issue text box When you finish creating issues click OK in the New Issue dialog box The issues are listed under Other Issues Click New to display the New Issue dialog box W New Issue Issue workhistory O ok Color _ Repeat Cancel ZA To prioritize an issue and add it to the Main Menu toolbar complete these steps 1 Click the Man
51. k box The Import Annotations check box is automatically selected If you do not want to import annotations clear the check box Under Import Annotations Add to existing Annotations is automatically selected This is the correct selection for merging the annotations Select Replace existing Annotations if you want to replace one set of annotations with another set Click Next A message warning that the transcript has not been signed electronically may be displayed Click Continue The Update Transcript Transcript Properties dialog box is displayed Click Finish The Update Transcript Update Completed dialog box is displayed 10 Click Close Managing Documents You can add key documents to West Case Notebook to quickly categorize and search Importing a Document To import a document complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Document from File from the menu The Data Import Wizard Document Files dialog box is displayed 2 Click Add to display the Open dialog box 3 Select your document and click Open The Data Import Wizard Document Files dialog box is redisplayed 4 Click Next The Data Import Wizard Document Files dialog box is displayed Data Import Wizard xj Document Files Select the document files to import mer ET we T 2 Author Recipient 2 Bates range Through T Document Date 8 22 2008 M ocr lt Back Finish Cancel Hel
52. k boxes for the data you want to exclude 4 Click the Display tab to view a list of display options Type a title for the report in the Title text box if desired Then select or clear the appropriate check boxes 5 Click the Context tab to display a list of context options Select or clear the appropriate check boxes 6 Click OK The Auto Tag report which includes the lines with the Auto Tags and the surrounding questions and answers is displayed on the Report tab in the right pane and listed under Report in the left pane Transferring Reports To transfer the report to another application such as Microsoft Word Corel WordPerfect or TrialDirector click Send on the toolbar above the report in the right pane then choose an application from the menu 47 Working with Reports Saving Reports To save a report complete these steps 1 Click Save Report as on the toolbar above the report in the right pane The Save As dialog box is displayed 2 Select a location for the file 3 Type a name for the file in the File name text box 4 Select a file type from the Save as type drop down list 5 Click Save 48 Working with Data Groups Document types and data can be arranged in groups For example you could create groups based on the different types of witnesses in a case such as defense witnesses expert witnesses and plaintiff witnesses You can select a group when you are preparing reports or creating searches to ensure a
53. key fact you want to assign to the annotation and click OK Adding an Attachment to an Annotation To add an attachment to an annotation complete these steps 1 Click the paper clip icon IQ in the Annotation Properties dialog box The Edit Attachment dialog box is displayed 2 Click Browse to display the Open dialog box is Select your document and click Open The Edit Attachment dialog box is redisplayed 3 Click OK 4 Click OK again in the Annotations Properties dialog box Associating Video with an Annotation You can associate video with an annotation if the transcript has been synchronized with video footage For further information see Working with Annotations and Video in Transcripts on page 63 36 Working with Annotations Transferring Annotations You can transfer an annotation to another application such as Microsoft Word Corel WordPerfect or TrialDirector using either of the following methods m Click Send in the Annotation Properties dialog box then choose the application from the menu m Right click in the annotation and choose Send from the menu then choose the application from the submenu To transfer an annotation that is associated with a video to PowerPoint see Transferring Annotations to Microsoft PowerPoint on page 64 Sending Annotations to Instant Messages To send an annotation to a team member during an instant messaging session complete these steps 1 Click Send in the Annotation P
54. line reference a Bower GIR X Bower Gil R Click the page and line JB 100 Update Transcript gfi Quick Mark Report La ad Connect terminated x reference to view your page 21 of 27 terminate A x 26 12 word or number in the 18 AR What happens if I don t sim it A terminated document 19 today Sam Q Mr Parker sal a 20 And he said If you don t s 4 Yeah 3 25 24 6 7 21 of the day you re terminated If y 22 by the end of the day he liked to a today Sam 23 0 So he said he actually s said We need you to sign this today And said What happens if don t sign it And he said If you don t sign this by the end 24 terminated What were his exact wort of the day you re terminated If you don t sign this 25 A His exact words were If yol by the end of the day he liked to point 22 1 by the end of the day you will be terminated 2 I you don t forget that testified 3 7 5 8 Selecting Word Index Display Options Type the word or number you want to search for in the Word Index text box Hold your pointer over the page and line reference to see your word or number in context To select Word Index display options choose Display Options from the View menu to display the Display Options dialog box Click the Word Index tab You can specify m whether you want to see your word in context when you hold your pointer over the page and line reference inthe Word Index
55. ll document types and data you need are included Creating a Data Group To create a data group complete these steps 1 Click the New arrow on the Main Menu toolbar then choose Data Group from the menu The Data Group Properties dialog box is displayed Data Group Properties Name Defense Witnesses BEN transcripts IZ E Bower GIR IV 3 Documents ME Evans Walter Y E Pleadings ML Parker Sam TO A Research ML key Facts MA Characters Y E Annotation Notes Cancel Help 2 Type the name of the group e g Defense Witnesses in the Name text box By default all document types and data are selected To exclude a document type from the group clear its check box To exclude particular data from the group click the document type containing the data then clear the check boxes for the data you want to exclude 4 Click OK Editing Data Groups To add document types and data to a group or remove them from a group complete these steps 1 From the Tools menu choose Manage Data Groups The Data Groups dialog box is displayed 2 Select the group you want to edit and click Edit The Data Group Properties dialog box is displayed 3 Select or clear the appropriate check boxes and click OK 4 Click OK again in the Data Groups dialog box 49 Working with Data Groups Using Data Groups in Reports To create a report using data groups complete these steps 1 Click the Report button iRe
56. lowing warnings and error messages when transferring files as video or to PowerPoint The file PowerPoint file name already exists Do you want to append slides to existing presentation or overwrite existing file In most cases you will want to append or add slides to the existing PowerPoint presentation Refer to Transferring Annotations to Microsoft PowerPoint on page 64 for more information The file is open in PowerPoint Please close PowerPoint and retry PowerPoint needs to be closed when you are creating a presentation or appending slides to an existing presentation The folder already contains file named video file name Would you like to replace this file This error usually occurs when you try to transfer the same annotation twice or when you try to save over an existing PowerPoint presentation If you do not want to replace the file you can cancel the transfer and review the annotation to make sure nothing has changed and then resave the file or you can save the file to a different folder Synchronized video is not associated with this transcript The video has not been synchronized with the transcript A synchronized video is a video that plays in sync with the transcript i e as the person in the video speaks the transcript scrolls and highlights the spoken text A utility e g RealLegal Publisher must be used to synchronize the video with the transcript otherwise the video plays but the transcript does not
57. mark of LiveNote Inc and West Publishing Corporation RealLegal is a registered trademark of RealLegal LLC Internet Explorer Microsoft Outlook PowerPoint Windows Windows Media Windows Server and Windows Vista are registered trademarks of Microsoft Corporation Corel and WordPerfect are registered trademarks of Corel Corporation 2009 Thomson Reuters All rights reserved West 610 Opperman Drive Eagan MN 55123 1396 Printed in the United States of America Contents Introduction on rr R T TER AA re anes ham T ined hans ences R E ere 1 System Requirements u un se ee OEE EE ee Ee ee ee en 1 West Case Notebook 0 cece cece eee ene n eee e eben tenn eens 1 West LiveNote Administration sesse cece ene n ene n nen nees 1 West LiveNote Repository gt sesoses tegik eed Ge kein onde ee 2 File Types for Importing Transcripts 0 cece cece eee enn e nee n eens 2 File Types for Importing Documents and Pleadings 00 ce cece eee eee eee ee eees 2 VAG A detect es ets ces ea Serer an ea anne re ee bined e g brave RR Z 3 Creating a New Local Case 3 Creating a New Case from an Open Case 0 cc cece cece cece ence eens 3 Opening a Local Case muenchen 4 Importing a Case ni CEOs en eee a edie dee a ide EED RAR 4 Opening a RealLegal Binder Case 0 ar RR RN RR RR NR a ee en een RRR Te 4 Accessing Secure Cases u R K AR R REAR e eee eee RR a ei a ii 4 Viewing a List of Favorite Secure Cases 2 1
58. ment so that it is no longer displayed in the right pane click the Close button X on the document s tab 19 Managing Pleadings West Case Notebook allows you to add pleadings to categorize and search Importing a Pleading To import a pleading complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Pleading from File from the menu The Data Import Wizard Pleading Files dialog box is displayed 2 Click Add to display the Open dialog box 3 Select your pleading and click Open The Data Import Wizard Pleading Files dialog box is redisplayed 4 Click Next The Data Import Wizard Pleading Properties dialog box is displayed Data Import Wizard x Pleading Properties Add the pleading details Tte Answer Bower mef gt gt 2 Author y Repent i T Document Date 8 22 2008 a Y ocr lt Back Cancel Help rms cows oo Type a name for the pleading e g Answer_BowerDC in the Title text box Select a type from the Type drop down list if desired Type the author s name in the Author text box or select the name from the drop down list if desired Type the recipient s name in the Recipient text box or select the name from the drop down list if desired Select the Document Date check box if desired When you select this check box the current day s date is entered in the text box automatically Click the arrow to select another date N CON NN 10 The
59. mington California facility ofDC Corp A Histitle was compliance specialist Q To whom did Mr Brown reportin 2006 at DC Corp A Partofthe time to John Cole and part of the time to Cynthia Roth He got promoted as previously mentioned He then reported directly to Cynthia Q And Mr Green s employment was terminated by DC Corp is that correct A That s correct Plaintiff s Exhibit 9 was marked Q Exhibit 9 for the deposition of Sam Parker isa document titled Memo Performance Improvement Program and this memo is directed Page 16 to Gil B ower correct A Yes Q Isntit true that on June 15th 2006 Mr B ower refused to sign the performance improvement plan A Yes Q Isnt it true that on June 15th 2006 1 Mr B ower was told his employment was terminated due to his refusal to sign the performance improvement plan A No Itold him my recommendation would be for termination for insubordination for failure to sign the improvement plan Q So is it your testimony that on June 15th 2006 you did not tell Mr Bower that his employment was terminated on the spot due to refusal to sign the improvement plan MR MCAVOY Objection the witness has already answered that question and also to the extent the question mischaracterizes the witness s prior testimony MS COWENS If you understand he question please answer I specifically recall telling Gil 3 that it would be my recommendation that he
60. nu The Save As dialog box is displayed Select a location for the file Type a different file name in the File name text box if desired Click Save The message Would you like to open the presentation now is displayed Nn A W Click Yes to view the PowerPoint presentation To create another PowerPoint presentation close PowerPoint Creating a PowerPoint Presentation from an Annotations Report To create a PowerPoint presentation from an Annotations report complete these steps 1 In the left pane right click the Annotations folder then click Report The Annotations report is displayed on the Report tab in the right pane 2 Click Send at the top of the report then choose PowerPoint from the menu The Save As dialog box is displayed Select a location for the file Type a different name for the file in the File name text box if desired Click Save The message Would you like to open the presentation now is displayed Nn nA Bb U Click Yes to view the PowerPoint presentation To create another PowerPoint presentation close PowerPoint Saving PowerPoint Files with the Same Name If you save a PowerPoint file with a name that already exists the Existing PowerPoint File dialog box is displayed Select Append slides to existing presentation to add slides to the existing presentation 64 Appendix A Using Issues to Create an Errata Report The deponent has the option of reviewing the transcript after the de
61. o annotate The text is highlighted with the color of the issue you selected The issue will be assigned to every annotation you create until you cancel its selection on the Main Menu toolbar Note You can select more than one issue on the Main Menu toolbar Annotated text will be highlighted with the color of the last issue that you selected W South y Jones West LrveNote Case Notebook Edt View Besime Search Annotate sue Repot Toot Help Mi Notteminsird B Damages Missed deadines Atwil MN Host workplace MN Work history Pe Apply Issue Mode button Bower GAR X i Transcripts Bower Gil R BJ Son by Title 100 Update Traracipt gi Quick Mark Repat La lt gt Connect Page 22 of 27 bad U recommend That s aE R Gi Arentabone 6 heme 21 b y 13 GILA BOWER 22 mee 12 20 6 a 37 19 zu gt EY Gun 24 25 14 26 24 absolutely Documents 23 1 vad achieving Pleadings 2 12 5 Research 3 actively 4 24 22 5 Key Facts El Characters additional 26 10 22 AP NUM Adding an Annotation Using the Annotation Properties Dialog Box You can use the Annotation Properties dialog box to add an annotation associated with a note issue key fact attachment or a combination of these To view the Annotation Properties dialog box make certain the Annotate Mode button J5 is displayed on the toolbar above the document in the right pane
62. ocesses Manager 1 Pleadings GRADE 55D DATE PREPARED 7 8 04 action SALARY 75 500 00 DATE APPROVED 7 22 04 3 Bassarth FLSA STATUS Exempt APPROVEDBY HR Director actions ne JOB SUMMARY 2 Characters y actively Importing Load Files To import a load file complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Document from File from the menu The Data Import Wizard Document Files dialog box is displayed 2 Click Load File to display the Open dialog box 3 Select your document and click Open The Data Import Wizard Document Files dialog box is redisplayed 4 Click Next The Data Import Wizard Load Files Select the Load File Field Delimiter dialog box is displayed Data Import Wizard xj Load Files Select the load file field delimiter File Type El Field delimiter Y Row delimiter newline y Text Qualifier X First row contains field names 00001 Email John Ace lt johnace directvinternet com gt Conner St gt 00002 00002 Email Kelly Morris lt k_morrisO2 yahoo com gt Conner S 00003 00003 Email Conner Stevens Kelly Mort 00004 00004 Email Conner Stevens Kelly Mort 00005 00005 Email Conner Stevens Kelly Mort 00006 00006 Email Connor Stevens lt cstevensO2 directvinternet com gt John Ace 00007 00007 Email Kelly Morris lt k_morrisO2 yahoo com gt Conner St 00008 00008 Email Connor Stevens lt cstevens02 directvinternet com gt Kelly Mort 00009 000
63. og box 3 Select the location to use for storage of the case type the file name e g smithvjones and click Save The New Case Properties dialog box is displayed 4 Type the name of the case e g Smith v Jones in the Name text box 5 Click OK The case window which lists all the documents for the case is displayed Main Menu toolbar Transcripts A Sort by Title Creating a New Case from an Open Case To create a new case from an open case complete these steps Managing Cases 1 Click the New arrow on the Main Menu toolbar and choose Case from the menu The Save As dialog box is displayed 2 Complete steps 2 through 4 above Opening a Local Case To open a case choose Open Case from the File menu to display the Open Case dialog box Select your case from the list and click OK Importing a Case To import a case complete these steps 1 Click the New arrow then choose Case from File from the menu The Open dialog box is displayed 2 Select your case and click Open The Save As dialog box is displayed 3 Type a name for the file in the File name dialog box 4 Click Save The message Would you like to add the new case to your case list is displayed Click Yes The case is displayed in the case window Opening a RealLegal Binder Case You can open a RealLegal Binder case version 5 or later in West Case Notebook version 1 1 To open a RealLegal Binder case complete these steps 1 Cho
64. older Double click an Issue Mark reference in the folder to jump to the Issue Mark in the transcript To delete an Issue Mark click it in the margin of the transcript Click an issue button on the Main Menu toolbar then click a line number to place an Issue Mark in the margin of the transcript Double click an Issue Mark reference to jump to its location in the transcript W Saath v Jones West LrreNole Case Notebook o Edt View Reakime Seach Areetate fare Repot Took Help E New dh Repost Transcripts DJ Sort by Tie a Annotations 9 tems GILA GOWER ng in the larra by teveeveng for me vihen worked at Homes atid We need you to ti L Bower GIR X Bower Gil R Jp F 100 gt Update Transcript gy Quick Mark Repot Lx GD Correct Page 21 0127 zu ne wecuuse A vuru z eea UL au a 14 it was And sam said o Mr Parker A Yeah said We need you to sign this tc And 1 said What happens if 1 don t 9 today Sam And he said If you don t sign this 61 Working with Annotations and Video in Transcripts Playing Annotation Video Segments If the transcript you are viewing has a video associated with it you can view the portion of the video that is synchronized with an annotation To view the video right click anywhere in the annotation then choose Play Video Segment from the menu Transferring Annotation Video Segments
65. ols menu choose Options The Options dialog box is displayed Confirmation Reatime Search Send Linking Launch Confirmations IV Delete Annotation Default Yes C No Default Yes C No Default C Yes No Default Yes C No Cancel Help m 2 Select the Replicate offline on closing West LiveNote check box if desired 3 Clear the Replicate to the network on opening West LiveNote check box if desired 4 Make your selection the default if desired 5 Click OK Managing Transcripts Importing a Transcript To import a transcript complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Transcript from File from the menu The Import Wizard Transcript File dialog box is displayed 2 Click Browse to display the Browse for Transcript Files dialog box 3 Select a file type from the Files of type drop down list Then select your transcript and click Open The Import Wizard Transcript File dialog box is redisplayed 4 Click Next A message warning that the transcript has not been signed electronically may be displayed Click Continue The Import Wizard Transcript Properties dialog box is displayed Transcript Properties NE Add the transcript details B Import Wizard xl Type Fact Witness T status Final Last Parker Vol First Sam Date 12711 72007 y Tite Pater San ona fon Defendant 9 Comment 2 9 Help lt Back Finis
66. open a RealLegal Binder case in West Case Notebook version 1 1 the properties for the case may or may not be converted The following chart describes how the RealLegal Binder case properties are converted 66 Items that are converted Items that are not converted Transcripts m transcript text m transcript properties Type Status Last First Volume Date Title Taking Attorney For Comment links to documents from transcripts signature for signed transcripts version 7 0 and later m video sync information Transcripts m transcript properties Time Plaintiff Defendant Documents m document contents m document properties Type Author Recipient Bates Range Date OCR information Documents m document properties Title m exhibit check box data exhibit number exhibit prefix Annotations m all annotations m issues including name and color m attachment URLs are preserved m comments converted to notes Annotations m chronology date m active issue properties m annotations authors only converted when imported into a secure case Search groups m search groups converted to data groups m search group name converted to data group title m transcripts and documents from the search group converted to Data Group Search groups m preprogrammed search groups that come with RealLegal Binder m saved reports Appendix C Prompts and Messages for Video and PowerPoint You may receive the fol
67. ose Open Case from the File menu to display the Open Case dialog box 2 Click Add The Open dialog box is displayed 3 Select the RealLegal Binder Case PXL file you want to import and click Open 4 The message This case was created with RealLegal Binder It must be imported before it can be used Do you want to continue is displayed Click Yes The Save As dialog box is displayed 5 Type a name for the file in the File name text box and click Save The case is listed in the Open Case dialog box 6 Select the case and click OK Note The RealLegal Binder case opens as a local case with no assigned users For further information on the conversion of RealLegal Binder cases to West Case Notebook version 1 1 cases see Appendix B Converting RealLegal Binder Cases to West Case Notebook Cases Accessing Secure Cases Notes m If you are working on a secure case with other users all users must use the same version of West Case Notebook For example if a secure case is upgraded to West Case Notebook version 1 1 all users working on the case must use West Case Notebook version 1 1 m Ifyou are working in a West Case Notebook version 1 1 case then revert to using West Case Notebook version 1 you must manually rebuild the search index for the case To rebuild the search index choose Advanced Rebuild Search Index from the Tools menu Managing Cases To access a secured case complete these steps 1 Access West Case Notebook Or in
68. p I Z Type a name for the document e g JobSummary_1005 in the Title text box Select a type from the Type drop down list if desired Type the author s name in the Author text box or select the name from the drop down list if desired Type the recipient s name in the Recipient text box or select the name from the drop down list if desired MD ON NN Type a number in the Bates range and Through text boxes if desired 10 Select the Document Date check box if desired When you select this check box the current day s date is entered in the text box automatically Click the arrow to select another date 11 The OCR check box is automatically selected if the document is an image file or PDF file 17 Managing Documents 12 Click Finish The document is displayed in the right pane and listed under Documents in the left pane W Smith y Jones West LiveNote Case Notebook Of x File Edit View Realtime Search Annotate Issue Report Tools Help if vO i Search rn i F New gii Report Qp Search P 7 r 2 JobSummary_ 1005 x Transcripts Y JobSummary_1005 Documents ES Sor By Tit wr FR 9 Ele te ea JB 9 2 sort By Title 7 JobSummary_1005 y 8 ability 2 accepted DC Corp 3 achieve 3 POSITION Senior Plastics REPORTS TO Engineering acquired Engineer Pr
69. plaintiff was an employee of the defendant s at the time of the injury 2 plaintiff made a claim against the defendant for benefits 3 defendant terminated plaintiff s employment and 4 plaintiff s k claim was a substantial factor in defendant s decision to terminate plaintiff See Anderson v Standard Register Co 857 S W 2d Hi 2001421 9 A A m 7B vom 12 LABUR ANU EMIPLUYMEIN I lt Workers compensation gt Causal connection temporal proximity 4 View All Results List of ResultsPlus Publications Result Options BI Go 25 Managing Research Importing Research Documents You can import other research documents into West Case Notebook To import a research document complete these steps 1 N ON NN 10 11 26 Click the New arrow on the Main Menu toolbar and choose Research from File from the menu The Data Import Wizard Research Files dialog box is displayed Click Add to display the Open dialog box Select your research document and click Open The Data Import Wizard Research Files dialog box is redisplayed Click Next The Data Import Wizard Research Files dialog box is displayed Data Import Wizard x Research Files Select the research files to import Tile 39 Cal z a Author I Category T Research Date iow Comments lt Back Cancel Help ea al Type a name for the research document e g 39 Cal 4th 260 in the Title tex
70. port on the Main Menu toolbar then choose the type of report you want to create e g Issues 2 In the dialog box that is displayed click the Data tab then click Groups The Data Groups dialog box is displayed 3 Select the group or groups you want to include in the report and click OK 4 Click OK again to create the report Using Data Groups in Full Text Searches You can run full text searches using data groups To conduct a search using data groups complete these steps 1 From the Search menu choose Full Text Search The Full Text Search Properties dialog box is displayed 2 Click the Data tab then click Groups The Data Groups dialog box is displayed 3 Select the group or groups you want to include in the search and click OK 4 Click OK again in the Full Text Search Properties dialog box to run the search See Working with Full Text Search on page 39 for more information on using the Full Text Search feature 50 Transterring Document Text You can copy text or a portion of a document and paste it into other applications For each document type you will need to make certain that the appropriate button used for copying text is displayed To display the button click the Annotate Mode button JB on the toolbar above the document in the right pane then choose the appropriate button from the menu as discussed below The menu choices will vary depending on the document type you are viewing To copy text
71. position If the deponent finds errors in the transcript you can easily mark those places in the transcript and create a report To create an Errata report complete these steps 1 Create an issue named Errata see Working with Issues on page 33 and prioritize it to add it to the Main Menu toolbar Make certain the Annotate Mode button Jj is displayed on the toolbar above the transcript in the right pane Click the Errata button on the Main Menu toolbar to select it Select the text in the transcript that the deponent reports is in error The Annotation Properties dialog box is displayed Type any information regarding the error in the Note text box e g Witness says name should be Joan not John Click OK Right click the Annotations folder under the transcript in the left pane and click Report The report is displayed on the Report tab in the right pane and listed under Report in the left pane Click the Properties button Properties on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box On the Issues tab select the Errata check box Select the Only include Annotations with all selected issues Match all Issues check box 10 Click OK The report is redisplayed on the Report tab in the right pane with only the Errata annotations 65 Appendix B Converting RealLegal Binder Cases to West Case Notebook Cases When you
72. rname and password sent to you by LiveNote and click OK to display the Connect to LiveNote Stream dialog box 6 Select the session you want to attend and click OK Accessing LiveNote Stream Through Internet Explorer You do not need West Case Notebook software to access LiveNote Stream through Internet Explorer To access LiveNote Stream on the Internet complete these steps 1 Go to www livenote com stream 2 Type the username and password sent to you by LiveNote and click Go to display a list of your sessions 3 Select the session you want to attend and click Go The Realtime transcript text and video are displayed 10 dxivevay becouse it B R Look Like I would be LL able to sse the turn in the Limousine So 1 dumm 12 Deck to the other gate 19 Sen pou nay the other gate you seen the Ashford 16 1 merr did you park thar tine 17 A E packed tece first isto the driveway kang towards 56 Connecting to Realtime Access to Features in LiveNote Stream When you view Realtime using Internet Explorer you are able to hear the audio and see the video and streaming transcript text You can also stop and start the transcript text When you view Realtime using West Case Notebook software you have access to all the tools in West Case Notebook Below is a chart showing the features available with LiveNote Stream West Case Notebook LiveNote Stream LiveNote Stream Features Through Internet Explorer Through West
73. roperties dialog box then choose Realtime Chat from the menu 2 Click OK The annotation is displayed in the Annotation text box under Stream in the left pane 3 Click Send to send the annotation to your chat group Or select an individual from the Send To drop down list and click Send 4 Repeat steps 1 through 3 for each annotation you want to send W Smith y Jones West LiveNote Case Notebook Fie Edt View Besime Search Annotate sue Repot Took Help i U New dh Report A MM Netteminated Ml Damages Missed deadines R avd B Hostile werkplace fj Werk history Br z z ee Roskimo 2 E u an i send the en lt l Raakime annotation to your aa y zj IB F 0x Pase di Mak Repot La Page att z chat group Welcome User joms the Stream session y A Mike Strong jouw the Stream session anderson Data lellines jouis the Stream session 1 8 Send 4 19 15 Annotation 7 0 0 Reakme Transenpt ans california 1 4 10 Documents Y 21 R ti lenso Pleadings gt 4 Research Key Facts Characters a m corporation y 1 3 Done P NUM Editing Annotations To change the information associated with an annotation right click in the annotation and choose Edit Annotation from the menu The Annotation Properties dialog box is displayed Make the appropriate changes and click OK Deleting Annotations To delete an annotation right click in the annotation and choose Delete Annotation
74. s v Systems Corp Repositories A e A brown folder indicates a local case or a secure case that is currently being accessed through the network s A blue folder with a key indicates a secure case that was replicated offline and is currently being accessed locally To view cases only secure cases select List Cases by Repository from the drop down list at the top of the dialog box then click the plus symbol next to the repository containing the cases you want to view 8 Select your case and click OK Managing Cases Viewing a List of Favorite Secure Cases When you access secure cases in West Case Notebook all of the cases to which you are assigned are listed in the Open Case dialog box You can add one or more of these cases to your list of favorite cases then view only those cases when you access West Case Notebook To view your list of favorite cases complete these steps 1 Access secure cases The Open Case dialog box is displayed with the list of the cases to which you are assigned List Cases Alphabetically y f Beck v Nordic Inc S Bowler v Cabot S Celms v Federal erson i Add to My Favorite Cases T S Davis v Systems Corp Repositories B Gil Bower v DC Corporation S Womack v Womack ted Insurance Case File C WLN Cases Clelland_v_Anderson Ins Ea Cancel Help Z 2 Right click the case you want to add to your list of favorite cases e g Clelland v
75. scroll Video does not exist for this transcript No video is associated with the transcript You can transfer an annotation to PowerPoint but not video Cannot create clip from annotation that spans more than one media file This is a catchall error message designed for unsupported scenarios Please contact Technical Support at 1 800 290 WEST 1 800 290 9378 and describe what you were doing when this error occurred Video clips can only be created from MPEG and WMV video files West Case Notebook only supports specific types of video files For example you cannot create video clips from RM RealMedia or AVI Audio Video Interleave files Failed to create temporary PowerPoint template file Error code d This error may occur when your hard drive is full or if you do not have access rights to the hard drive where you are attempting to transfer the file In order to create PowerPoint slides you must first install PowerPoint on this computer PowerPoint must be installed before you can transfer annotations to PowerPoint 67 Appendix D Connecting to a Simulated Realtime Transcript When West Case Notebook is installed it provides you with a demonstration case which includes sample deposition transcripts exhibits preset issues and simulation of a real time deposition You can use the simulated transcript to practice using the basic tools of West Case Notebook To access the simulation complete these steps 1 Access West
76. search from the Recent drop down list 4 Click the Data tab to display a all document types and data By default all document types and data are selected To exclude a document type from the search clear its check box To exclude particular data from your search click the document type containing the data then clear the check boxes for the data you want to exclude 39 Working with Full Text Search 5 Click OK Information about the search is displayed under Search Results in the left pane Click Edit to edit your search Click Report to create a report for your search Click the Term arrows to view the next or previous search term in your result Formatting a Full Text Search Using the Root Expander Use the root expander to retrieve words with variant endings The root expander must always be placed at the end of a term For example Type To retrieve contribut contribute contributed contributor contributing contribution contributory Plurals and possessive forms are automatically retrieved without a root expander Using the Universal Character Use the universal character to represent one variable character You can place the universal character anywhere in a term except at the beginning For example Type To retrieve gr w grew grow Note When you place one or more universal characters at the end of a term you specify the maximum length of that term 40 Search
77. story 8 Bower Gil Program given a Performance Improvement BB Work timeline B DC Corpor Plan which provided a description of failures to meet a number of performance expectations Characters Editing a Key Fact To edit a key fact right click the key fact and choose Properties from the menu The Key Fact Properties dialog box is displayed Make the appropriate changes and click OK Deleting a Key Fact To delete a key fact right click the key fact y and choose Delete from the menu The message Permanently delete the selected Key Fact is displayed Click Yes Closing the Key Facts Tab To close the Key Facts tab so that it is no longer displayed in the right pane click the Close button X on the tab 28 Managing Key Facts Saving Key Facts As a West Case Timeline File You can use West Case Timeline to create a chart of your key facts To create a chart in West Case Timeline you must first save your key facts as a West Case Timeline TAB file and then import the file into West Case Timeline For more information on West Case Timeline refer to Using West Case Timeline which can be downloaded at west thomson com support user guide livenote case notebook aspx To create a West Case Timeline file complete these steps 1 Choose Save As Key Facts from the File menu The Save As dialog box is displayed 2 Select a location for the West Case Timeline file 3 Type a file name in the File name text bo
78. t box Select a type from the Type drop down list if desired Select an author from the Author drop down list if desired Select a category from the Category drop down list if desired Select the Research Date check box if desired When you select this check box the current day s date is entered in the text box automatically Click the arrow to select another date The OCR check box is automatically selected if the document is an image file or PDF Click Finish The research document is displayed in the right pane and listed under Research in the left pane Managing Key Facts West Case Notebook allows you to create key facts to quickly and easily organize view and share the most important facts in the litigation Creating a Key Fact To create a key fact complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Key Fact from the menu The Key Fact Properties dialog box is displayed Key Fact Properties xl 2 KeyFacts New Details issues Sources Characters Title Investigation Report Start Date May 18 2006 10 00AM Y Y Set Time End Date f May 18 2006 12 00PM Y E Set Time Description Request For investigation made by supervisor T Undisputed Preview I Poor work performance Work history 8 Cole 7 wi Cancel Help 2 2 Type a name for the key fact e g Investigation Report in the Title text box 3 Select the Start Date check box i
79. t in the right pane to display the All Annotations Report Properties dialog box Click the Display tab Clear all check boxes except the Highlight check box under Annotations then click OK 44 Working with Reports Notes Report This report lists all of the annotations in a document that have a note arranged in page and line order To create a Notes report first create an Annotations report Then click the Properties button Properties on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box On the Issues tab select the Only include Annotations that contain notes check box and click OK Attachments Report This report lists all of the annotations in a document that have an attachment arranged in page and line order To create an Attachments report first create an Annotations report Then click the Properties button Properties on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box On the Issues tab clear the Include Quick Marks check box Then click the Display tab Clear all check boxes except the Attachments check box under Annotations then click OK Issues Report This report lists all of the issues in a document grouped by issue and then arranged in page and line order To create an Issues report complete these steps 1 Click the Report button iliiReport on the Main Menu toolbar then choose Issues from the menu
80. ternet Explorer 6 or later Windows Media Player 9 or later one free serial port for Realtime connection Note If you do not have a free serial port you can connect to Realtime with a serial adapter connected to a USB port or through the Internet with LiveNote Stream For more information on LiveNote Stream see Using LiveNote Stream on page 55 West LiveNote Administration m IBM PC or compatible computer with Pentium 4 processor Windows Vista Microsoft Windows XP Service Pack 2 or Windows Server 2003 1 GB of RAM 2 GB recommended for Microsoft Windows XP 1 GB of RAM 2 GB recommended for Windows Vista 10 GB of available hard disk space Introduction West LiveNote Repository m IBM PC or compatible computer with Pentium 4 processor m Windows Server 2003 m 1 GB of RAM 2 GB recommended m 10 GB of available hard disk space File Types for Importing Transcripts You can import the following types of transcript files into West Case Notebook E Transcript PTX or EXE files ASCII text only files Portable Transcript PTF files LiveNote Evidence Format LEF files Publisher Bundle bundle xml files Extensible Markup Language XML files CT Summation TRN files Timaro Technologies Post Production Time Stamp PTS files File Types for Importing Documents and Pleadings You can import the following types of files for documents and pleadings into West Case Notebook m Images m Document review load files s TIF
81. tion in the updated transcript Starting the Updating Process To update an transcript you must first assign draft status to the transcript To assign draft status to a transcript complete these steps 1 Click the Transcript Properties button on the toolbar above a displayed transcript in the right pane to display the Transcript Properties dialog box 2 Select Draft from the Status drop down list 3 Click OK Updating with an E Transcript File PTX or EXE 1 Click the Update Transcript button L Update Transcript on the toolbar above a displayed transcript The Update Transcript Transcript File dialog box is displayed 2 Click Browse to display the Browse for Transcript Files dialog box 3 Select the PTX file that was sent to you and click Open The Update Transcript Transcript File dialog box is redisplayed 4 Click Next A message warning that the transcript has not been signed electronically may be displayed Click Continue The Update Transcript Transcript Properties dialog box is displayed 5 Click Finish The Update Transcript Update Completed dialog box is displayed 6 Click Close 13 Updating Transcripts Updating with an ASCII File 1 w o N A tua Click the Update Transcript button iti Update Transcript on the toolbar above a displayed transcript The Update Transcript Transcript File dialog box is displayed Click Browse to display the Browse for Transcript Files dialog box Select
82. tions Add to existing annotations is automatically selected This is the correct selection for merging annotations Select Replace existing Annotations if you want to replace one set of annotations with another set Click Next A message warning that the transcript has not been signed electronically may be displayed Click Continue The Update Transcript Transcript Properties dialog box is displayed Click Finish The Update Transcript Update Completed dialog box is displayed 9 Click Close 14 Updating Transcripts Updating with a LEF File LEF files may contain the transcript with exhibit files and links to exhibit references in the transcript the transcript with exhibit files and links to exhibit references in the transcript and synchronized video or the transcript with synchronized video but no exhibits or exhibit links 1 Click the Update Transcript button L Update Transcript on the toolbar above a displayed transcript The Update Transcript Transcript File dialog box is displayed 2 Click Browse to display the Browse for Transcript Files dialog box Select the LEF file and click Open The Update Transcript Transcript File dialog box is redisplayed The Replace existing text with new text check box is automatically selected If there are no changes to the transcript text clear the check box The Import exhibits check box is automatically selected If you do not want to import exhibits clear the chec
83. tions tab 4 Select the Display Annotations check box 10 Managing Transcripts 5 To include or remove annotations associated with specific issues from the printed transcript click Select Issues The Select Issues dialog box is displayed Issues will be listed in this dialog box only if they have previously been created See Working with Issues on page 33 6 Select or clear the check boxes next to the issues you want to include or remove and click OK The Page Setup Condensed Transcript dialog box is redisplayed 7 Select the Include Quick Marks check box if desired 8 Select the Include Annotations with no Issues check box if desired 9 Select the Display Annotations in footer check box 10 Select how you want the annotations displayed in the transcript text from the Display drop down list 11 Click OK 12 To view the transcript and its annotations before printing choose Print Preview Transcript Condensed from the File menu The transcript with its annotations is displayed Click the Print icon to print the transcript from Print Preview W Print Preview SIL Dose fio0 x Kd lt gt pol Page 15 Cole Q Who else assumed any of Mr Manning s duty after Mr Manning s employment was terminated by DC Corp A Olivio Sanchez phonetic got some and Gil got I believe only the still steel Validation from Elmer Manning Q What position did Ronald or Ron Green hold at the Wil
84. ument where the annotation appears Transcripts Al Arentabons Repat 6 hs F Propane Gy Transcripts 6 h s 7 Jan 10 2000 Bower Gil R Tasues None Annotation Author LocalUser Page 1 1 IN THE UNITED STATES DISTRICT COURT To create an Annotations report for one or more documents complete these steps 1 Click the Report button fRerort on the Main Menu toolbar then choose All Annotations from the menu The All Annotations Report Properties dialog box is displayed 43 Working with Reports l pa u 10 11 All Annotations Report Properties P Issues CA X Display XK Context X Authors E Not terminated Causation C B Damages T B impeachment by plaintiff T B Missed deadlines T B inconsistent statement O B atd C B Knowledge of report T B Hostile workplace T R Noreport T R work history Plaintiff s demeanor T B Prima facia T B Work timeline Y Include IV Include Annotations with no Issues T Only include Annotations with all selected issues Match all Issues T Only include Annotations that contain notes Cancel Help All of the issues in the case are selected on the Issues tab by default To exclude an issue from the report clear its check box Clear the Include Quick Marks check box if desired Clear the Include Annotations with no Issues check box if desired Select the Only include Annotations with all selected issues M
85. with the required username and password Note In order to view the video segment you must use Internet Explorer and Windows Media Player 9 or later You must also unblock pop up windows 55 Connecting to Realtime Accessing LiveNote Stream Through West Case Notebook To connect to Realtime using LiveNote Stream through West Case Notebook complete these steps 1 Click the New arrow on the Main Menu toolbar then choose Realtime Transcript from the menu The Connect to Realtime dialog box is displayed iReport GS 1 Damage ne Transe Li new a Transcript from File Ctrl T Connect to Realtime x G Update Draft Transcript from File STREAM Options No token needed Internet access Fa Play live video if available Advanced LiveNote a Thomson West Business www livenote com 1 800 290 WEST 9378 Acknowledgement By clicking on Connect below I acknowledge that 1 will be receiving a rough and uncertified draft transcript and that I am not foregoing ordering a final certified transcript which may differ in both pagination and content from the draft I also r that I will be responsible for any applicable fees associated with connecting to live comeet conei He Select LiveNote Stream Select the check box next to Play live video if available Click Connect to display the LiveNote Stream Login dialog box nA A WwW N Type the use
86. x 4 Select West Case Timeline tab from the Save as type drop down list 5 Click Save 29 Managing Characters With West Case Notebook you can easily keep track of all the characters in the litigation such as parties attorneys experts and witnesses and their contact information Creating a Character To create a character complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Character from the menu The Character Properties dialog box is displayed Type 8 indivisa First Name Waker Set Last Name Evans ira Role Fact Witness D City o Organization Environmental Measure L 7 Statejprovinces Phone 626 555 2020 PostalCode 0 Fax sss Country Region Cell E mail waltere environmentalmeasure com Comments P 2 Fill in the text boxes as appropriate 3 Click OK The character is displayed on the Characters tab in the right pane and listed under Characters in the left pane W Smith y Jones West LiveNote Case Notebook File Edit View Realtime Search Annotate Issue Report Tools Help 3 8 New y gij Repot GS B Search P iol xi 7 Transcripts y pesumente y ET Properties dab Print hal Save As Pleadi y pd Name Organization Role Phone E mail Address 2d Y 8 Bower GIR Party Key Facts Y B Canada Container Canada Container 541 555 9990 Characters 2 118 Cole John DC Corporation

Download Pdf Manuals

Related Search

Related Contents

2013 年度 化学プロセス工学実験テキスト  BEDIENUNGSANLEITUNG    Avaya 1400 Series Digital Deskphones Application Note  B00GUTY132 (US) B00JZSZINW (EU)  Buses de campo  ÿþ‰›MzøfÐcúQšO<Ÿ.xlsx  Panasonic TX-L32ET5 LED TV  TITAN user manual rel 1.6-eng  ご使用方法 りゅうずについて 各部の名称とはたらき  

Copyright © All rights reserved. Failed to retrieve file