Contents
About the Author Acknowledgments Foreword Introduction
PART I: CONCORDANCE BASICS
xi xiii xv xvii
1
CHAPTER 1
Getting Started
3
3 4 4 5 6 7 8 8 9 9 10 10
Viewing the Case The Concordance Environment Opening a Database Working with Browse and Table Views Table View Shortcut Menu Table View Field Display Split-Screen Display Navigation Buttons Dynamic Toolbar in Browse View Dynamic Toolbar in Table View The Status Bar Case Study: Ben Suess, HellerErhman, LLP
CHAPTER 2
Working with Images
11
11 iii
Reviewing Your Documents
iv
CONTENTS
Viewing Images Image Formats The Concordance Image Window Concordance Image Toolbars The Standard Toolbar The Image Toolbar The Redline Toolbar Popular Redlining Options Redacting Your Images Working with the Search Tool Search Control Bar Options Redline and Note Searches Text Searches Created by Searches The Search Results Panel Additional Features
11 12 13 13 13 14 15 16 16 18 18 19 18 19 20 20
CHAPTER 3
Searching and Sorting Data
21
21 22 22 23 24 25 26 26 26 27 28 29 30 31 37 38 39 40 40 40 41 42
Sorting Quick Sorting by Field Headings Sorting with the Sort Pane The Sorting Process Tallying the Fields Searching Your Data Searching Prerequisites Types of Searches Quick Searching in Table View Search Results in the Browse Screen Search Options Working with the Search Task Pane Simple Search Form Search The Advanced Search Panel Advanced Search Options Fuzzy Searching Case Study: Stephen Loble, Collyer Bristol, LLP Reviewing Recent Searches Searching with Review Numbers Taking Snapshots of Your Queries Saving a Snapshot
Contents
v 42 43
Restoring a Snapshot Auto-Restore
CHAPTER 4
Tagging and Editing Records
45
45 48 48 50 51 52 53 54 55 55 55 57 58 58 59 61 62 65
Tagging Your Documents Creating a Query from Multiple Tags in the Tags Pane Untagging Your Documents Creating Folders and Personal Folders Viewing Tag History Viewing Tag Statistics Tag List Management Editing Your Data Popular Editing Options The Append Feature The Ditto Command Marking Records for Deletion Unmarking Records for Deletion Finding and Replacing Text in Fields Replacing Text Globally Global Replace Tips Using Authority Lists Case Study: Vanessa Fitzpatrick, Gibson, Dunn & Crutcher LLP
PART II: ORGANIZING YOUR CASE
67
CHAPTER 5
Working with Transcripts
69
69 70 70 71 72 72 73 73 74 75 75 75
Transcripts Opening and Viewing Transcripts Viewing Transcripts in Browse View Viewing Transcripts in Table View Issue Coding Transcripts Quick Marks Creating Notes and Issues Creating Notes Creating Issues Deleting Notes and Issues Deleting a Note Deleting an Issue
vi
CONTENTS
Other Notes Options Searching Transcripts and Notes Printing Annotation Reports
76 77 77
CHAPTER 6
E-Documents and E-Mail
83
83 83 84 85 87
Working with Electronic Documents Opening an E-document Database E-document Fields Importing E-documents Importing E-mail
CHAPTER 7
Printing and Production Tools
93
93 94 94 95 96 96 98 99 99 105 105 105 106 108 109 110 110 118
Printing Records and Reports Printing Records Using the Print Menu Printing Records Using Print Document Tools The Fields Tab The KWIC Tab The Formatting Tab The Print Tab Print Records Using the Report Tools The Report Writer Printing with Concordance Image Printing Images The Print Tab The Header and Footer Tab The Options Tab The Setup Tab Document Production Creating a Production Set Case Study: H. Fred Cook, Wilson, Cribbs & Goren
CHAPTER 8
Database Toolbox
119
119 120 121 122
Indexing and Reindexing Indexing Your Database Reindexing Your Database Setting Indexing Preferences
Contents
vii
Dictionary Functions The Dictionary List The Stopwords list The Synonyms List Adding Synonyms The Packing Process The Zap Feature Checking for Duplicates Setting Preferences General Settings Searching Preferences Browsing Preferences Viewer Preferences Wizard Preferences Indexing Preferences Backing Up Your Database Security and Administration Features Concatenating Your Database Concatenation Rules Using the Send To Option Sending Records to Excel Sending Records to Sanction Sending Records to CaseMap Sending Data to Synthetix Sending Data to Total Litigator Replicating Your Database Concordance Programming Language (CPL) Files Case Study: Jonathan A. Land, Quinn Emanuel Urquhart Oliver & Hedges LLP Version Compatibility
Appendices
122 122 123 124 125 125 126 126 127 128 129 130 131 132 132 132 133 133 133 136 136 137 137 138 138 140 143 145 145
147
APPENDIX A
Creating, Loading, and Exporting Databases
147
147 148 148 151 152
Creating Your Database Database Capacity Creating a Blank Database Field Attributes Image Fields
viii
CONTENTS
Key Fields Accession Fields Indexed Fields System Fields Other Field Settings Punctuation Settings Printing Field Definitions Modifying Field Definitions Loading Records into Your Database Importing a Concordance Database Importing Delimited Text Files Concordance Delimiter Options Importing E-documents and E-mail Creating and Loading Transcript Databases Exporting Your Documents Exporting as a Concordance Database Exporting to a Delimited File Exporting Your Database Transcripts Exporting Your Database Structure
152 152 152 152 152 152 153 153 154 154 157 157 162 162 165 165 167 171 172
APPENDIX B
Concordance FYI Server
173
173 174 175 176
Accessing Databases Remotely Concordance FYI Server Concordance FYI Reviewer Case Study: Nick Eglevsky, Kelley Drye & Warren LLP
APPENDIX C
Search Operators
177
177 178 179
Types of Queries — A Quick Review Full Text Search Operators Relational Search Operators
APPENDIX D
Managing Your Images
181
181 182 183 185
Imagebase Management Registering Your Images Register Loading Register Scanning
Contents
ix
Setting Your Image Paths Checking Paths in the Directory Tab Exporting an Imagebase Log File
186 187 188
APPENDIX E
Concordance
2008 Upgrade
191
191
New Features
Glossary Index
193 209