West LiveNote User guide
LiveNote is software that allows you to view and work with deposition transcripts. You can import the following types of transcript files into West LiveNote: E-Transcript (PTX or EXE) files, ASCII (text only) files, Portable Transcript (PTF) files, LiveNote Evidence Format (LEF) files, Publisher Bundle (bundle.xml) files, E-Transcript Bundle (PTZ) files, Extensible Markup Language (XML) files, CT Summation (TRN) files, Timaro Technologies Post-Production Time-Stamp (PTS) files.
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WEST LIVENOTE USER GUIDE
JULY 2009
WEST LIVENOTE USER GUIDE
JULY 2009
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West LiveNote Assistance
If you have general or technical questions about West LiveNote, call West LiveNote Customer Technical
Support at 1-800-290-9378, Monday through Friday, 7:00 a.m. to 7:30 p.m. central time. You can also send an e-mail message to [email protected].
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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 LiveNote reference materials, visit west.thomson.com/support
/user-guide/livenote-case-notebook.aspx. West LiveNote also contains valuable online Help.
About This Guide
In this guide, the graphics and step-by-step instructions are based on using West LiveNote. Because of the evolving nature of this technology, there may be changes to interfaces and functionality that are not reflected in this documentation.
Information in this guide is current through July 27, 2009 (version 1.5).
West Case Notebook is a trademark of West Publishing Corporation.
LEF, LiveNote, LiveNote Evidence Format, LiveNote Repository, and LiveNote Stream are trademarks of LiveNote, Inc.
West LiveNote is a trademark of LiveNote, Inc. and West Publishing Corporation.
RealLegal is a registered trademark of RealLegal, LLC.
Internet Explorer, PowerPoint, Windows, and Windows Media are registered trademarks of Microsoft Corporation.
Corel and WordPerfect are registered trademarks of Corel Corporation.
© 2009 Thomson Reuters. All rights reserved.
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Contents
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Introduction
West LiveNote is software that allows you to view and work with deposition transcripts.
File Types for Importing Transcripts
You can import the following types of transcript files into West LiveNote:
• E-Transcript (PTX or EXE) files
• ASCII (text only) files
• Portable Transcript (PTF) files
• LiveNote Evidence Format (LEF) files
• Publisher Bundle (bundle.xml) files
• E-Transcript Bundle (PTZ) files
• Extensible Markup Language (XML) files
• CT Summation (TRN) files
• Timaro Technologies Post-Production Time-Stamp (PTS) files
Introduction 1
1 Managing Cases
Creating a New Local Case
Cases in West LiveNote 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 LiveNote to display the Open Case dialog box (Figure 1-1).
Figure 1-1. Open Case dialog box
2. Click New to display the Save As dialog 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 transcripts for the case, is displayed (Figure 1-2).
Main
Menu toolbar
Figure 1-2. Case window
Managing Cases 3
4 Managing Cases
CREATING A NEW CASE FROM AN OPEN CASE
To create a new case from an open case, complete these steps:
1. Click the New arrow on the Main Menu toolbar and choose Case from the menu. The Save As dialog box is displayed.
2. 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.
3. Type the name of the case, e.g., Smith v Jones, in the Name text box.
4. Click OK.
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 LiveNote. To open a RealLegal Binder case, complete these steps:
1. Choose 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 LiveNotecases, see Appendix B: Converting
RealLegal Binder Cases to West LiveNote Cases.
Accessing Secure Cases
Notes
• If you are working on a secure case with other users, all users must use the same version of West
LiveNote. For example, if a secure case is upgraded to West LiveNote version 1.5, all users working on the case must use West LiveNote version 1.5.
• If you are working in a West LiveNote version 1.5 case, then revert to using West LiveNote 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.
To access a secure case, complete these steps:
1. Access West LiveNote. Or in an open case, choose Open Case from the File menu. The Open Case dialog box is displayed (Figure 1-3).
Figure 1-3. Open Case dialog box
2. Click Repositories. The Repositories dialog box is displayed
(Figure 1-4).
Figure 1-4. Repositories dialog box
3. Select the repository that you want to log on to and click Logon. The Logon to [Repository Name] dialog box is displayed (Figure 1-5).
Managing Cases 5
Figure 1-5. Logon to [Repository Name] dialog box
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 LiveNote to remember your username and password.
6. Click OK. The Repositories dialog box is redisplayed (Figure 1-6).
Figure 1-6. Repositories dialog box
7. Click Close. The Open Case dialog box is redisplayed with a list of the cases to which you are assigned (Figure 1-7).
6 Managing Cases
Figure 1-7. Open Case dialog box
Note
Two types of folders may be displayed:
• A brown folder indicates a local case or a secure case that is currently being accessed through the network.
• A blue folder with a key indicates a secure case that was replicated offline and is currently being accessed locally.
To view only secure cases, choose 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.
Viewing a List of Favorite Secure Cases
When you access secure cases in West LiveNote, 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 LiveNote.
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 (Figure 1-8).
Figure 1-8. Open Case dialog box
2. Right-click the case you want to add to your list of favorite cases, e.g., Clelland v Anderson, and click Add to My Favorite Cases.
3. Choose List My Favorite Cases from the drop-down list at the top of the dialog box. Your list of favorite cases is displayed (Figure 1-9).
Figure 1-9. List of favorite cases
Managing Cases 7
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 LiveNote. 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 offline.
2. Click one of the following:
• Open Case. The case is displayed in the left pane.
• 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:
• Open Case. The case is displayed in the left pane.
• Close. The case is closed.
Changing Replication Options
West LiveNote has replication options that prompt you to replicate the case offline when you close West
LiveNote or replicate the case to the network when you open West LiveNote. To change these options, complete these steps:
1. From the Tools menu, choose Options. The Options dialog box is displayed (Figure 1-10).
8 Managing Cases
Figure 1-10. Options dialog box
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 Cases 9
2 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. Choose 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
(Figure 2-1).
Figure 2-1. Import Wizard–Transcript Properties dialog box
5. Type a comment in the Comment text box, if desired.
6. 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 transcript is listed under Transcripts in the left pane and the text of the transcript is displayed in the right pane
(Figure 2-2).
Managing Transcripts 11
12 Managing Transcripts
Figure 2-2. Imported transcript
Note
If you see next to the transcript, the transcript has been signed.
Opening an Existing 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 ( ) 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 (Figure 2-3).
Figure 2-3. Page Setup–Condensed Transcript dialog box
3. Click the Annotations tab.
4. Select the Display Annotations check box.
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 19.
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. Choose 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 (Figure 2-4).
Managing Transcripts 13
14 Managing Transcripts
Figure 2-4. Preview of transcript with annotations
13. Click the Print icon to print the transcript.
3 Updating Transcripts
West LiveNote transcripts can be updated using the following types of files:
• E-Transcript (PTX or EXE) files—files containing transcript text and, if the transcript is signed, the signature details
• ASCII (text only) files—files containing transcript text, usually received from the court reporter
• Portable Transcript (PTF) files—files containing transcript text and annotations, usually received from another West LiveNote user
• 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 location 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 transcript in the right pane to display the Transcript Properties dialog box.
2. Choose Draft from the Status drop-down list.
3. Click OK.
Updating with a PTX or EXE File
1. Click the Update Transcript button ( ) on the toolbar above a transcript in the right pane. 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 or EXE 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.
Updating Transcripts 15
16 Updating Transcripts
Updating with an ASCII File
1. Click the Update Transcript button ( ) on the toolbar above a transcript in the right pane. The Update Transcript–Transcript File dialog box is displayed.
2. Click Browse to display the Browse for Transcript Files dialog box.
3. Select 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.
4. 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.
5. Click Next. The Update Transcript–Import Confirm dialog box is displayed.
6. Click Next. The Update Transcript–Transcript Properties dialog box is displayed.
7. Click Finish. The Update Transcript–Update Completed dialog box is displayed.
8. 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 ( ) on the toolbar above a transcript in the right pane. The Update Transcript–Transcript File dialog box is displayed.
2. Click Browse to display the Browse for Transcript Files dialog box.
3. 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.
5. The Import Annotations check box is automatically selected. If you want to only replace text and not merge annotations, clear the check box.
6. Under Import Annotations, 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.
7. 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.
8. Click Finish. The Update Transcript–Update Completed dialog box is displayed.
9. Click Close.
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 ( ) on the toolbar above a transcript in the right pane. The Update Transcript–Transcript File dialog box is displayed.
2. Click Browse to display the Browse for Transcript Files dialog box.
3. Select the LEF file and click Open. The Update Transcript–Transcript File dialog box is redisplayed.
4. 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.
5. The Import exhibits check box is automatically selected. If you do not want to import exhibits, clear the check box.
6. The Import Annotations check box is automatically selected. If you do not want to import annotations, clear the check box.
7. 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.
8. 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.
9. Click Finish. The Update Transcript–Update Completed dialog box is displayed.
10. Click Close.
Updating Transcripts 17
4 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 21.) Categorizing annotations in a case by issue
makes it easy to retrieve all testimony 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.
Although 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:
1. Click the Manage Issues button ( ) on the Main Menu toolbar. The Manage Issues dialog box is displayed (Figure 4-1).
2. Click New to display the New Issue dialog box.
3. Type the name of the issue, e.g., Employment history, in the Issue text box.
4. Click the Color arrow to select a color for the issue, if desired.
5. Click Repeat if you are creating multiple issues.
6. When you finish creating issues, click OK in the New Issue dialog box. The issues are listed under
Other Issues in the Manage Issues dialog box.
Figure 4-1. Manage Issues dialog box
Prioritizing Issues
To prioritize an issue and add it to the Main Menu toolbar, complete these steps:
1. Click the Manage 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.
Working with Issues 19
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 (Figure 4-2).
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.
20 Working with Issues
Figure 4-2. Prioritizing issues
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 New 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. Choose a file type from the Save as type drop-down list.
5. Click Save.
5 Working with Annotations
An annotation is a highlighted portion of transcript 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 ( ) is displayed on the toolbar above the transcript in the right pane. To display the Apply Issue Mode button, click the Annotate Mode button ( ) on the toolbar above the transcript and choose Apply Issue Mode from the menu.
Note
The Annotate Mode button is the default button.
2. Click an issue button on the Main Menu toolbar to select the issue and assign it to the annotation you are adding.
3. Select the text you want to annotate. The text is highlighted with the color of the issue you selected
(Figure 5-1). 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 select.
Apply Issue
Mode button
Figure 5-1. Annotated text
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, attachment, or a combination of these. To view the Annotation Properties dialog box, make certain the
Annotate Mode button ( ) is displayed on the toolbar above the transcript in the right pane. Then select the text in transcript you want to annotate. The Annotation Properties dialog box is displayed
(Figure 5-2).
Working with Annotations 21
Figure 5-2. Annotation Properties dialog box
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 the 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 AN ATTACHMENT TO AN ANNOTATION
To add an attachment to an annotation, complete these steps:
1. Click the paper clip icon ( ) 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 51.
22 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:
• Click Send in the Annotation Properties dialog box, then choose the application from the menu.
• Right-click in the annotation and choose Send from the menu, then choose the application from the submenu.
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 Properties 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 choose an individual from the Send To drop-down list and click Send.
4. Repeat steps 1–3 for each annotation you want to send (Figure 5-3).
Click Send to send the annotation to your chat group.
Figure 5-3. Sending an annotation to an instant message
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 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.
Working with Annotations 23
6 Working with Full Text Search
The Full Text Search feature enables you to search one or more transcripts 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 (Figure 6-1).
Figure 6-1. Full Text Search Properties dialog box
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 27.
3. Type your search, e.g., document /20 handwritten, in the Terms text box. Or choose a search from the Recent drop-down list.
4. Click the Data tab to display a list of transcripts, documents, and annotation notes. 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.
Working with Full Text Search 25
5. Click OK. Information about the search is displayed under Search Results in the left pane
(Figure 6-2).
Click Edit to edit your search.
Click Report to create a report for your search result.
Click the Term arrows to view the next or previous search term in your result.
Figure 6-2. Full Text Search result
26 Working with Full Text Search
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 contribut!
To retrieve
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.
USING CONNECTORS
Use connectors to specify the relationships that should exist between search terms in your retrieved transcripts.
Type
& (AND)
To search for transcripts that contain both terms a space (OR) either term or both terms
+n
“ ” the first term preceding the second by n terms (where n is a number) terms appearing in the same order as in the quotation marks
Type To exclude transcripts that contain
% (BUT NOT) the terms following the percent symbol
Working with Full Text Search 27
7 Working with Auto Tags
Use Auto Tags to automatically highlight words or phrases as they appear in a transcript.
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 (Figure 7-1).
Figure 7-1. Auto Tags dialog box
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 transcript.
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 transcript(Figure 7-2).
Figure 7-2. Auto Tags
Working with Auto Tags 29
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 and click Delete.
3. Repeat step 2 for each Auto Tag you want to delete.
4. Click OK to save your changes.
30 Working with Auto Tags
8 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 transcript 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 transcript, arranged in page and line order. It also includes the surrounding questions and answers.
To create an Annotations report for the transcript you are viewing, right-click the Annotations folder in the left pane and click Report. The report is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right pane (Figure 8-1).
Click the Hit arrows in the left pane to view the next or previous annotation in the report. Click the heading next to a transcript icon in the report to go to the location in the transcript where the annotation appears.
Figure 8-1. Annotations report
To create an Annotations report for one or more transcripts, complete these steps:
1. Click the Report button ( ) on the Main Menu toolbar, then choose All Annotations from the menu. The All Annotations Report Properties dialog box is displayed (Figure 8-2).
Working with Reports 31
32 Working with Reports
Figure 8-2. All Annotations Report Properties dialog box
2. 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.
3. Clear the Include Quick Marks check box, if desired.
4. Clear the Include Annotations with no Issues check box, if desired.
5. Select the Only include Annotations with all selected issues (“Match all Issues”) check box, if desired.
6. Select the Only include Annotations that contain notes check box, if desired.
7. Click the Data tab to display a list of transcripts and documents. 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.
8. 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.
9. Click the Context tab to display a list of context options. Select or clear the appropriate check boxes.
10. Click the Authors tab to display a list of annotation authors. If you are working in a secure case on a network, a list of all annotation authors is displayed. If you are working in the case offline, just
LocalUser is displayed. Select or clear the appropriate check boxes.
11. Click OK. The Annotations report, which includes the lines you marked and the surrounding questions and answers, is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right pane.
VERBATIM DIGEST REPORT
This is an Annotations report that includes only highlighted transcript text. To create a Verbatim Digest report, first create an Annotations report. Then click the Properties button ( ) on the toolbar
above the report 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.
NOTES REPORT
This report lists all of the annotations in a transcript 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 ( ) 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 transcript 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 ( ) 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 transcript, grouped by issue and then arranged in page and line order. To create an Issues report, complete these steps:
1. Click the Report button ( ) on the Main Menu toolbar, then choose Issues from the menu.
The Issues Report Properties dialog box is displayed (Figure 8-3).
Figure 8-3. Issues Report Properties dialog box
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.
3. Select the Only include Annotations with all selected issues (“Match all Issues”) check box, if desired.
4. Select the Only include Annotations that contain notes check box, if desired.
Working with Reports 33
5. Click the Data tab to display a list of transcripts and documents. 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.
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 boxes.
8. Click the Authors tab to display a list of annotation authors. If you are working in a secure case on a network, a list of all annotation authors is displayed. If you are working in the case offline, 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 listed under Report in the left pane and the text of the report is displayed on the
Report tab in the right pane.
Case Report
This report includes the names of transcripts and any comments about the transcriptss. To create a
Case report, complete these steps:
1. Click the Report button ( ) on the Main Menu toolbar, then choose Case from the menu.
The Case Report Properties dialog box is displayed (Figure 8-4).By default, all transcripts and documents 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.
34 Working with Reports
Figure 8-4. Case Report Properties dialog box
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 37.
3. 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.
4. Clear the Include cover page when printing or saving check box, if desired.
5. Click OK. The Case report is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right 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, click the Report button ( ) on the Main Menu toolbar, then choose Full Text
Search from the menu. See ”Working with Full Text Search” on page 25 for information on running
searches.
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 ( ) on the Main Menu toolbar, then choose Auto Tags from the menu. The Auto Tag Report Properties dialog box is displayed (Figure 8-5).
Figure 8-5. Auto Tag Report Properties dialog box
2. All Auto Tag terms are listed by default.
3. Click the Data tab to display a list of transcripts and documents. 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.
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.
Working with Reports 35
36 Working with Reports
6. Click OK. The Auto Tag report, which includes the lines with the Auto Tags and the surrounding questions and answers, is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right 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.
Saving Reports
To save a report, complete these steps:
1. Click Save 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. Choose a file type from the Save as type drop-down list.
5. Click Save.
9 Working with Data Groups
Transcripts, documents, and annotation notes can be arranged in groups. For example, you can 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 all the transcripts, documents, and annotation notes 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 (Figure 9-1).
Figure 9-1. Data Group Properties dialog box
2. Type the name of the group, e.g., Defense Witnesses, in the Name text box.
3. By default, all transcripts, documents, and annotation notes 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.
Working with Data Groups 37
Using Data Groups in Reports
To create a report using data groups, complete these steps:
1. Click the Report button ( want to create, e.g., Issues.
) on the Main Menu toolbar, then choose the type of report you
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 25 for more information on using the Full Text Search
feature.
38 Working with Data Groups
10 Transferring Transcript and
Document Text
You can copy the text of a transcript or document and paste it into other applications. 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 ( ) on the toolbar above the transcript or document in the right pane, then choose the appropriate button from the menu (Figure 10-1), as discussed below. The menu choices will vary depending on if you are viewing a transcript or document.
Figure 10-1. Copy buttons
Transferring Text of a Transcript
When viewing a transcript, you can transfer the following details with the text:
• page number (or numbers if copied text spans more than one page)
• line numbers
To transfer transcript text with page and line numbers, complete these steps:
1. Make certain the Copy (with Page and Line) button ( ) 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
To transfer the text of a document that is a word-processing document, complete these steps:
1. Make certain the Copy button ( ) 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 Transcript and Document Text 39
If you are viewing a document that is an image file or PDF file, you can transfer a portion of the document. To transfer a portion of a document, complete the following steps:
1. Make certain the Select Mode button ( ) 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.
40 Transferring Transcript and Document Text
11 Using the Word Index
The Word Index contains an index of words and numbers in a transcript along with their corresponding page and line numbers (Figure 11-1). When you are connected to Realtime, the Word Index is updated every 15 seconds. Use the Word Index to search for a term in the transcript. Type the term in the text box to the right of the transcript to display the pages and lines where the term is found in the transcript.
To see the term in context, hold your pointer over the page and line reference. The question and answer in which the term appears is displayed.
To display the term in the transcript, click the page and line reference.
Type the term you want to search for in the Word Index text box.
Hold your pointer over the page and line reference to see your term in context.
Figure 11-1. Word Index
Using the Word Index 41
42 Using the Word Index
Selecting Word Index Display Options
To select Word Index display options, choose Display Options from the View menu to display the
Display Options dialog box (Figure 11-2). Click the Word Index tab. You can specify
• whether you want to see your term in context when you hold your pointer over the page and line reference in the Word Index
• how much transcript text you want displayed when viewing a term in context in the Word Index. If you select QA Pair, the entire question and answer in which the term appears is displayed. In the alternative, you can designate the number of lines to be displayed above and below the term
• the types of documents in which to display the Word Index
Click OK to save the Word Index display options.
Figure 11-2. Display Options dialog box
12 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/support/user-guide/livenote-case-notebook.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 (Figure 12-1).
Figure 12-1. Connect to Realtime dialog box
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 LiveNote software or through Microsoft Internet Explorer.
Connecting to Realtime 43
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 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.
ACCESSING LIVENOTE STREAM THROUGH WEST LIVENOTE
To connect to Realtime using LiveNote Stream through West LiveNote, 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 (Figure 12-2).
Figure 12-2. Connect to Realtime dialog box
2. Select LiveNote Stream.
3. Select the check box next to Play live video (if available).
4. Click Connect to display the LiveNote Stream Login dialog box.
5. Type the username 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 LiveNote software to access LiveNote Stream through Internet Explorer.
To access LiveNote Stream through Internet Explorer, 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
44 Connecting to Realtime
Figure 12-3. LiveNote Stream
ACCESS TO FEATURES IN LIVENOTE STREAM
When you view access LiveNote Stream 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 access LiveNote Stream using West LiveNote software, you have access to all the tools in West
LiveNote. Below is a chart showing the features available with LiveNote Stream.
LiveNote Stream
Through Internet Explorer
LiveNote Stream
Through West LiveNote
West LiveNote
Features
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
Connecting to Realtime 45
13 Working with a Transcript in Realtime
West LiveNote 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.
To stop the scrolling text, click Pause.
To restart the scrolling text, click Pause or click in the text of the transcript.
Use the scroll bar to browse the text of the transcript.
Figure 13-1. Starting and stopping transcript text
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 LiveNote 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 (Figure 13-2).
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.
Press the spacebar or click a line number to place a
Quick Mark in the margin of the transcript.
Double-click a Quick Mark reference to jump to its location in the transcript.
Figure 13-2. Quick Mark
Working with a Transcript in Realtime 47
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
) 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 ( ) on the Main Menu toolbar, then choose Quick Marks. The Quick
Mark Report Options dialog box is displayed (Figure 13-3).
Figure 13-3. Quick Mark Report Options dialog box
2. 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.
3. 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.
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 the Authors tab to display a list of annotation authors. If you are working in a secure case on a network, a list of all annotation authors is displayed. If you are working in the case offline, just
LocalUser is displayed. Select or clear the appropriate check boxes.
7. 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.
48 Working with a Transcript in Realtime
Using Issue Marks
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
(Figure 13-4).
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 folder. 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.
Figure 13-4. Issue Mark
Working with a Transcript in Realtime 49
14 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.
Creating Annotation Video Segments
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.
3. 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.
2. Click Send at the top of the report, then choose Video File from the menu. The Save As dialog box is displayed.
3. Select a location for the file.
4. Type a different file name in the File name text box, if desired.
5. Click Save. The message Video files saved successfully. 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.
Working with Annotations and Video in Transcripts 51
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 submenu.
The Save As dialog box is displayed.
3. Select a location for the file.
4. Type a different file name in the File name text box, if desired.
5. Click Save. The message Would you like to open the presentation now? is displayed.
6. 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.
3. Select a location for the file.
4. Type a different name for the file in the File name text box, if desired.
5. Click Save. The message Would you like to open the presentation now? is displayed.
6. 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.
52 Working with Annotations and Video in Transcripts
Appendix A: Using Issues to Create an
Errata Report
The deponent has the option of reviewing the transcript after the deposition. 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:
the Main Menu toolbar.
2. Make certain the Annotate Mode button ( ) is displayed on the toolbar above the transcript in the right pane.
3. Click the Errata button on the Main Menu toolbar to select it.
4. Select the text in the transcript that the deponent reports is in error. The Annotation Properties dialog box is displayed.
5. Type any information regarding the error in the Note text box, e.g., Witness says name should be
Joan, not John. Click OK.
6. Right-click the Annotations folder under the transcript in the left pane and click Report. The report is listed under Report in the left pane and the text of the report is displayed on the Report tab in the right pane.
7. Click the Properties button ( ) on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box.
8. On the Issues tab, select the Errata check box.
9. 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.
Appendix A: Using Issues to Create an Errata Report 53
Appendix B: Converting RealLegal Binder
Cases to West LiveNote Cases
When you open a RealLegal Binder case in West LiveNote 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.
ITEMS THAT ARE CONVERTED
Transcripts
• transcript text
ITEMS THAT ARE NOT CONVERTED
Transcripts
• transcript properties: Time, Plaintiff,
Defendant
• 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)
• video sync information
Documents
• document contents
• document properties: Type, Author,
Recipient, Bates Range, Date, OCR information
Documents
• document properties: Title
• exhibit check box data, exhibit number, exhibit prefix
Annotations
• all annotations
• issues, including name and color
• attachment URLs are preserved
• comments converted to notes
Search groups
Annotations
• chronology date
• active issue properties
• annotations authors only converted when imported into a secure case
• search groups converted to data groups
• search group name converted to data group title
• transcripts and documents from the search group converted to data group
Search groups
• preprogrammed search groups that come with RealLegal Binder
• saved reports
54 Appendix B: Converting RealLegal Binder Cases to West LiveNote Cases
Appendix C: Prompts and Messages for
Video and PowerPoint
You may receive the following 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 52 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 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 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 LiveNote only supports specific types of video files. For example, you cannot create video clips from RM (Real) 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.
Appendix C: Prompts and Messages for Video and PowerPoint 55
Appendix D: Connecting to a Simulated
Realtime Transcript
When West LiveNote 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 LiveNote.
To access the simulation, complete these steps:
1. Access West LiveNote.
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 (Figure D-1).
Figure D-1. Connect to Realtime dialog box
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.
56 Appendix D: Connecting to a Simulated Realtime Transcript
Appendix E: Trial Version of West Case
Notebook
West LiveNote offers a trial version of its software that includes the functionality of West Case
Notebook. In the trial version, you can
• connect to 15 Realtime sessions
• add up to three transcripts, 10 documents, five pleadings, 10 research files, 25 key facts, and 10 characters
• create Issue Marks, Quick Marks, and annotations
• use the Word Index, Auto Tags, and Full Text Search (not available for some file formats added to the trial version)
• generate reports
In the trial version, you cannot
• update transcripts, documents, pleadings, and research files
• delete any items from the demonstration case
• 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.
Appendix E: Trial Version of West Case Notebook 57
Index
A
adding
annotations using Annotation Properties dialog box 21–22
issue annotations using Main Menu toolbar 21
issues to Main Menu toolbar 19–20
notes to annotations 22 video to annotations 22
ampersand (&). See AND connector
annotations adding
attachments 22 issues 22 notes 22
using the Annotations Properties dialog box 21 using the Main Menu toolbar 21
creating video segments from 51
sending to instant messages 23
transferring to
asterisk (*). See universal character
Auto Tags
B
C
cases
creating from open case 4 importing 4
local
opening RealLegal Binder cases 4
replicating
offline 8 to the network 8 replication options, changing 8
secure
closing
Corel WordPerfect, transferring annotations to 23
creating
Microsoft PowerPoint presentation 52
video segments from annotations 51
D
data groups
about 37 creating 37 editing 37
in reports 38 searching with 38
deleting
Index
59
60 Index
documents, transferring text 39
E
editing
exclamation point (!). See root expander
F
folders
annotations 31, 47, 49, 51, 52
Full Text Search
I
importing
instant messages, sending annotations to 23
Internet connection to Realtime 43–45
Internet Explorer, accessing LiveNote Stream through 44
issues
adding to Main Menu toolbar 19–20 creating 19
exporting 20 importing 20 prioritizing 19–20
L
LiveNote Evidence Format (LEF) files 16
LiveNote Stream
accessing
through Internet Explorer 44 through West Case Notebook 44 through West LiveNote 44
local case
M
Microsoft PowerPoint presentations 52
Microsoft Word
transferring annotations to 23
transferring document text to 39 transferring transcript text to 39
N
numerical connector (/n, +n) 27
O
opening
P
Portable Transcript (PTF) files 16
printing a transcript with annotations 12–14
Q
Quick Marks
deleting 47 folder 47 inserting 47 jumping to 47
R
RealLegal Binder cases, opening 4
Realtime accessing
through Internet Explorer 44 through West Case Notebook 44 through West LiveNote 44
inserting
starting text 47 stopping text 47
replicating a case
offline 8 to the network 8 replication options, changing 8
reports
S
saving
Microsoft PowerPoint presentations 52
searching using data groups 38
secure cases
sending annotations to instant messages 23
serial connection to Realtime 43
starting text in Realtime 47 stopping text in Realtime 47
T
transcripts
importing
opening 12 printing with annotations 12–14
updating
E-Transcript (PTX or EXE) file 15
LiveNote Evidence Format (LEF) file 16–17
Portable Transcript (PTF) file 16
transferring
TrialDirector, transferring annotations to 23
U
updating transcripts
E-Transcript (PTX or EXE) file 15
LiveNote Evidence Format (LEF) files 16–17
Portable Transcript (PTF) files 16
V
video segments
creating from annotations 51 playing 51
transferring to Microsoft PowerPoint 52
W
Word Index
WordPerfect, transferring annotations to 23
Index
61
Printed 7/09. Material #40898381. Replaces Material #40870984.
© 2009 Thomson Reuters L-348911
The trademarks used herein are the trademarks of their respective owners.
West trademarks are owned by West Publishing Corporation.
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Key features
Import various transcript formats
Manage cases and transcripts
Annotate and highlight text
Full text search capabilities
Create reports and data groups
Transfer transcript and document text
Connect to Real-time transcripts
Work with annotations and video
Create errata reports
Frequently asked questions
You can import E-Transcript (PTX or EXE) files, ASCII (text only) files, Portable Transcript (PTF) files, LiveNote Evidence Format (LEF) files, Publisher Bundle (bundle.xml) files, E-Transcript Bundle (PTZ) files, Extensible Markup Language (XML) files, CT Summation (TRN) files, and Timaro Technologies Post-Production Time-Stamp (PTS) files.
To create a new case, click New, select a location for storage, type the file name, and click Save. Then, type the case name and click OK.
To update a transcript, first assign draft status. Then, click the Update Transcript button, browse for the update file, and follow the prompts.
An issue is a type of annotation that relates to a particular subject. Categorizing annotations by issue makes it easy to retrieve all testimony on a specific subject.
You can add an annotation by selecting the text you want to annotate and then using the Annotation Properties dialog box or the Apply Issue Mode button on the toolbar.
You can connect to a real-time transcript through a serial connection or using LiveNote Stream.
You can create a video segment from a single annotation or from an Annotations Report. This allows you to easily review specific video segments related to annotations.
