The Lawyer's Guide to Concordance

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					                                              Contents



About the Author                                      xi
Acknowledgments                                      xiii
Foreword                                             xv
Introduction                                        xvii

PART I: CONCORDANCE BASICS                             1

CHAPTER 1
Getting Started                                        3

   Viewing the Case                                   3
     The Concordance Environment                      4
     Opening a Database                               4
     Working with Browse and Table Views              5
     Table View Shortcut Menu                         6
     Table View Field Display                         7
     Split-Screen Display                             8
     Navigation Buttons                               8
     Dynamic Toolbar in Browse View                   9
     Dynamic Toolbar in Table View                    9
     The Status Bar                                  10
   Case Study: Ben Suess, HellerErhman, LLP          10

CHAPTER 2
Working with Images                                  11

   Reviewing Your Documents                          11


                                                      iii
iv     CONTENTS



          Viewing Images                                  11
          Image Formats                                   12
          The Concordance Image Window                    13
          Concordance Image Toolbars                      13
            The Standard Toolbar                          13
            The Image Toolbar                             14
            The Redline Toolbar                           15
          Popular Redlining Options                       16
            Redacting Your Images                         16
          Working with the Search Tool                    18
          Search Control Bar Options                      18
          Redline and Note Searches                       19
            Text Searches                                 18
            Created by Searches                           19
            The Search Results Panel                      20
          Additional Features                             20

     CHAPTER 3
     Searching and Sorting Data                           21

        Sorting                                           21
          Quick Sorting by Field Headings                 22
          Sorting with the Sort Pane                      22
          The Sorting Process                             23
          Tallying the Fields                             24
        Searching Your Data                               25
          Searching Prerequisites                         26
          Types of Searches                               26
          Quick Searching in Table View                   26
          Search Results in the Browse Screen             27
          Search Options                                  28
          Working with the Search Task Pane               29
              Simple Search                               30
              Form Search                                 31
              The Advanced Search Panel                   37
          Advanced Search Options                         38
              Fuzzy Searching                             39
        Case Study: Stephen Loble, Collyer Bristol, LLP   40
          Reviewing Recent Searches                       40
              Searching with Review Numbers               40
          Taking Snapshots of Your Queries                41
              Saving a Snapshot                           42
                                                                  Contents        v

        Restoring a Snapshot                                                 42
        Auto-Restore                                                         43

CHAPTER 4
Tagging and Editing Records                                              45

   Tagging Your Documents                                                    45
     Creating a Query from Multiple Tags in the Tags Pane                    48
     Untagging Your Documents                                                48
     Creating Folders and Personal Folders                                   50
     Viewing Tag History                                                     51
     Viewing Tag Statistics                                                  52
     Tag List Management                                                     53
   Editing Your Data                                                         54
     Popular Editing Options                                                 55
        The Append Feature                                                   55
        The Ditto Command                                                    55
     Marking Records for Deletion                                            57
     Unmarking Records for Deletion                                          58
     Finding and Replacing Text in Fields                                    58
     Replacing Text Globally                                                 59
        Global Replace Tips                                                  61
     Using Authority Lists                                                   62
   Case Study: Vanessa Fitzpatrick, Gibson, Dunn & Crutcher LLP              65

PART II: ORGANIZING YOUR CASE                                                67

CHAPTER 5
Working with Transcripts                                                 69

   Transcripts                                                               69
     Opening and Viewing Transcripts                                         70
     Viewing Transcripts in Browse View                                      70
     Viewing Transcripts in Table View                                       71
     Issue Coding Transcripts                                                72
     Quick Marks                                                             72
     Creating Notes and Issues                                               73
        Creating Notes                                                       73
        Creating Issues                                                      74
     Deleting Notes and Issues                                               75
        Deleting a Note                                                      75
        Deleting an Issue                                                    75
vi     CONTENTS



          Other Notes Options                               76
          Searching Transcripts and Notes                   77
          Printing Annotation Reports                       77

     CHAPTER 6
     E-Documents and E-Mail                                83

        Working with Electronic Documents                   83
          Opening an E-document Database                    83
          E-document Fields                                 84
          Importing E-documents                             85
        Importing E-mail                                    87

     CHAPTER 7
     Printing and Production Tools                         93

        Printing Records and Reports                        93
           Printing Records Using the Print Menu            94
           Printing Records Using Print Document Tools      94
              The Fields Tab                                95
              The KWIC Tab                                  96
              The Formatting Tab                            96
              The Print Tab                                 98
           Print Records Using the Report Tools             99
              The Report Writer                             99
        Printing with Concordance Image                    105
           Printing Images                                 105
              The Print Tab                                105
              The Header and Footer Tab                    106
              The Options Tab                              108
              The Setup Tab                                109
        Document Production                                110
           Creating a Production Set                       110
        Case Study: H. Fred Cook, Wilson, Cribbs & Goren   118

     CHAPTER 8
     Database Toolbox                                      119

        Indexing and Reindexing                            119
          Indexing Your Database                           120
          Reindexing Your Database                         121
          Setting Indexing Preferences                     122
                                                          Contents     vii


   Dictionary Functions                                          122
      The Dictionary List                                        122
      The Stopwords list                                         123
      The Synonyms List                                          124
         Adding Synonyms                                         125
   The Packing Process                                           125
   The Zap Feature                                               126
   Checking for Duplicates                                       126
   Setting Preferences                                           127
      General Settings                                           128
      Searching Preferences                                      129
      Browsing Preferences                                       130
      Viewer Preferences                                         131
      Wizard Preferences                                         132
      Indexing Preferences                                       132
   Backing Up Your Database                                      132
   Security and Administration Features                          133
   Concatenating Your Database                                   133
      Concatenation Rules                                        133
   Using the Send To Option                                      136
      Sending Records to Excel                                   136
      Sending Records to Sanction                                137
      Sending Records to CaseMap                                 137
      Sending Data to Synthetix                                  138
      Sending Data to Total Litigator                            138
   Replicating Your Database                                     140
   Concordance Programming Language (CPL) Files                  143
   Case Study: Jonathan A. Land, Quinn Emanuel Urquhart
              Oliver & Hedges LLP                                145
   Version Compatibility                                         145

Appendices                                                      147


APPENDIX A
Creating, Loading, and Exporting Databases                      147

   Creating Your Database                                        147
     Database Capacity                                           148
     Creating a Blank Database                                   148
        Field Attributes                                         151
        Image Fields                                             152
viii     CONTENTS



               Key Fields                                       152
               Accession Fields                                 152
               Indexed Fields                                   152
               System Fields                                    152
               Other Field Settings                             152
               Punctuation Settings                             152
               Printing Field Definitions                       153
            Modifying Field Definitions                         153
          Loading Records into Your Database                    154
            Importing a Concordance Database                    154
            Importing Delimited Text Files                      157
               Concordance Delimiter Options                    157
            Importing E-documents and E-mail                    162
            Creating and Loading Transcript Databases           162
          Exporting Your Documents                              165
            Exporting as a Concordance Database                 165
            Exporting to a Delimited File                       167
            Exporting Your Database Transcripts                 171
            Exporting Your Database Structure                   172

       APPENDIX B
       Concordance FYI Server                                   173

          Accessing Databases Remotely                          173
            Concordance FYI Server                              174
            Concordance FYI Reviewer                            175
          Case Study: Nick Eglevsky, Kelley Drye & Warren LLP   176

       APPENDIX C
       Search Operators                                         177

          Types of Queries — A Quick Review                     177
            Full Text Search Operators                          178
            Relational Search Operators                         179

       APPENDIX D
       Managing Your Images                                     181

          Imagebase Management                                  181
          Registering Your Images                               182
            Register Loading                                    183
            Register Scanning                                   185
                                              Contents     ix

        Setting Your Image Paths                     186
        Checking Paths in the Directory Tab          187
        Exporting an Imagebase Log File              188

APPENDIX E
Concordance     2008 Upgrade                        191

   New Features                                      191

Glossary                                            193
Index                                               209

				
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