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Introduction

West Case Notebook is an electronic organizer and deposition tool for saving and working with
important documents, research, and transcripts. With West Case Notebook you can

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track key facts and their related issues

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track the parties involved in the litigation

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import and convert key documents to text searchable formats using optical character recognition
(OCR) technology

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send research documents from Westlaw to the case file

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check KeyCite status

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build issues databases by creating categories and highlighting text

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summarize issues by running reports

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copy text from a Westlaw document and paste the text along with the citation into a word-processing
document

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connect to a deposition transcript in real time

System Requirements

You will need the following to operate West Case Notebook, West LiveNote Administration, and West
LiveNote Repository:

West Case Notebook

If you intend to view video with West Case Notebook, use the recommended configurations.

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IBM PC or compatible computer with Pentium 4 processor

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Windows Vista or Microsoft Windows XP Service Pack 2

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1 GB of RAM (2 GB recommended) for Microsoft Windows XP

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1 GB of RAM (2 GB recommended) for Windows Vista

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10 GB of available hard disk space (100 GB recommended)

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Microsoft Internet Explorer 6 or later

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Windows Media Player 9 or later

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one free serial port for Realtime connection

Note:

If you do not have a free serial port, you can connect to Realtime with a serial adapter connected

to a USB port or through the Internet with LiveNote Stream. For more information on LiveNote
Stream, see “Using LiveNote Stream” on page 55.

West LiveNote Administration

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IBM PC or compatible computer with Pentium 4 processor

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Windows Vista, Microsoft Windows XP Service Pack 2, or Windows Server 2003

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1 GB of RAM (2 GB recommended) for Microsoft Windows XP

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1 GB of RAM (2 GB recommended) for Windows Vista

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10 GB of available hard disk space

Содержание West Case Notebook

Страница 1: ...Version 1 0 and Version 1 1 West Case Notebook User Guide February 2009...

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Страница 3: ...West Case NotebookTM User Guide Version 1 0 and Version 1 1 February 2009...

Страница 4: ...otebook Because of the evolving nature of this technology there may be changes to the West Case Notebook interface and functionality that are not reflected in the documentation Information in this gui...

Страница 5: ...List of Favorite Secure Cases 7 Replicating Cases Offline and to the Network 8 Replicating a Case Offline 8 Replicating a Case to the Network 8 Changing Replication Options 8 Managing Transcripts 9 I...

Страница 6: ...Fact 28 Closing the Key Facts Tab 28 Saving Key Facts As a West Case Timeline File 29 Managing Characters 31 Creating a Character 31 Editing a Character 32 Deleting a Character 32 Closing the Characte...

Страница 7: ...uto Tags 42 Showing and Hiding Auto Tags 42 Deleting Auto Tags 42 Working with Reports 43 Annotations Report 43 Verbatim Digest Report 44 Notes Report 45 Attachments Report 45 Issues Report 45 Case Re...

Страница 8: ...o Segments 63 Transferring Annotation Video Segments 63 Creating a Video Segment from a Single Annotation 63 Creating Multiple Video Segments from an Annotations Report 63 Transferring Annotations to...

Страница 9: ...iveNote Repository West Case Notebook If you intend to view video with West Case Notebook use the recommended configurations IBM PC or compatible computer with Pentium 4 processor Windows Vista or Mic...

Страница 10: ...for documents and pleadings into West Case Notebook An administrator can designate who can access the case file documents Images TIF TIFF Tagged Image File Format JPE JPG JPEG Joint Photographic Expe...

Страница 11: ...reate a new case follow these steps 1 Access West Case Notebook to display the 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 t...

Страница 12: ...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 wa...

Страница 13: ...ialog box is displayed 3 Select the repository that you want to log on to and click Logon The Logon to Repository Name dialog box is displayed 4 Type your username and the password that is assigned to...

Страница 14: ...e 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 cases only secu...

Страница 15: ...y those cases when you access West Case Notebook To view your list of favorite cases complete these steps 1 Access secure cases The Open Case dialog box is displayed with the list of the cases to whic...

Страница 16: ...rk 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 le...

Страница 17: ...nscript 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 dia...

Страница 18: ...he 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...

Страница 19: ...sed 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...

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Страница 21: ...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 tr...

Страница 22: ...transcript when replication is not available 1 Click the Update Transcript button on the toolbar above a displayed transcript The Update Transcript Transcript File dialog box is displayed 2 Click Brow...

Страница 23: ...text with new text check box is automatically selected If there are no changes to the transcript text clear the check box 5 TheImport exhibits checkboxisautomaticallyselected Ifyoudonotwanttoimportex...

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Страница 25: ...les dialog box is displayed 5 Type a name for the document e g JobSummary_1005 in the Title text box 6 Select a type from the Type drop down list if desired 7 Type the author s name in the Author text...

Страница 26: ...d click Open The Data Import Wizard Document Files dialog box is redisplayed 4 Click Next The Data Import Wizard Load Files Select the Load File Field Delimiter dialog box is displayed 5 Select the fi...

Страница 27: ...check box 9 If a field indicates that the load file contains a row for each page of a document select the field Then select the Field indicates start of a new document when check box and select an op...

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Страница 29: ...ata Import Wizard Pleading Properties dialog box is displayed 5 Type a name for the pleading e g Answer_BowerDC in the Title text box 6 Select a type from the Type drop down list if desired 7 Type the...

Страница 30: ...n the case 2 Double click the pleading you want to open The text of the pleading is displayed in the right pane Deleting a Pleading To delete a pleading right click the pleading in the left pane and c...

Страница 31: ...result list click the Export to Case Notebook icon in the upper right corner To deliver specific documents in the result list select the check box next to each document you want to deliver and then cl...

Страница 32: ...w document in West Case Notebook To update KeyCite information complete these steps 1 Choose Advanced Update KeyCite Flags from the Tools menu in West Case Notebook The Update KeyCite Login dialog box...

Страница 33: ...onnectors query e g retaliat wrongful 5 terminat discharg s work 5 compensat da aft 2005 in the Terms text box 3 Under Source type a database identifier in the text box or select a database e g All Fe...

Страница 34: ...mport Wizard Research Files dialog box is displayed 5 Type a name for the research document e g 39 Cal 4th 260 in the Title text box 6 Select a type from the Type drop down list if desired 7 Select an...

Страница 35: ...12 00PM is entered in the text box automatically Otherwise the start time of the last key fact you created is entered Type a different start time if desired 5 Select the End Date check box if desired...

Страница 36: ...The key fact is displayed on the Key Facts tab in the right pane and listed under Key Facts in the left pane Editing a Key Fact To edit a key fact right click the key fact and choose Properties from t...

Страница 37: ...ne For more information on West Case Timeline refer to Using West Case Timeline which can be downloaded at west thomson com support user guide livenote case notebook aspx To create a West Case Timelin...

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Страница 39: ...tact information Creating a Character To create a character complete these steps 1 Click the New arrow on the Main Menu toolbar and choose Character from the menu The Character Properties dialog box i...

Страница 40: ...box is displayed Make the appropriate changes and click OK Deleting a Character To delete a character right click the character and choose Delete from the menu The message Permanently delete the selec...

Страница 41: ...Click the Manage Issues button on the Main Menu toolbar The Manage Issues dialog box is displayed 2 Click New to display the New Issue dialog box 3 Type the name of the issue e g Employment history in...

Страница 42: ...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 fr...

Страница 43: ...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 The issue will be assigned to e...

Страница 44: ...t the check boxes for any issues you previously selected on the Main Menu toolbar are already selected 3 Click OK The annotated text is highlighted with the color of the issue you selected Adding a Ke...

Страница 45: ...Realtime Chat from the menu 2 Click OK The annotation is displayed in the Annotation text box under Stream in the left pane 3 Click Send to send the annotation to your chat group Or select an individu...

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Страница 47: ...ding 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 mo...

Страница 48: ...cept 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...

Страница 49: ...gs dialog box is displayed 2 Click New Then type the word or phrase you want to add to the Auto Tags list 3 Select the Show Auto Tags check box to highlight Auto Tags in the document 4 Click the Color...

Страница 50: ...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 A...

Страница 51: ...surrounding questions and answers To create an Annotations report for the document you are viewing right click the Annotations folder in the left pane and click Report The report is displayed on the R...

Страница 52: ...tle 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 t...

Страница 53: ...the Display tab Clear all check boxes except the Attachments check box under Annotations then click OK Issues Report This report lists all of the issues in a document grouped by issue and then arrange...

Страница 54: ...u The Case Report Properties dialog box is displayed By default all document types and data are selected on the Data tab To exclude a document type from the report clear its check box To exclude parti...

Страница 55: ...lar 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...

Страница 56: ...steps 1 Click Save Report as on the toolbar above the report in the right pane The Save As dialog box is displayed 2 Select a location for the file 3 Type a name for the file in the File name text box...

Страница 57: ...isplayed 2 Type the name of the group e g Defense Witnesses in the Name text box 3 By default all document types and data are selected To exclude a document type from the group clear its check box To...

Страница 58: ...ck 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 m...

Страница 59: ...xample to paste the text into Microsoft Word press Ctrl V or choose Paste from the Edit menu in Word Transferring Text of a Document or Pleading To transfer the text of a document or pleading that is...

Страница 60: ...ion with the text To transfer text with its citation complete these steps 1 Make certain the Copy with Citation button is displayed 2 Select the text you want to copy 3 Open another application and pa...

Страница 61: ...d Index display options choose Display Options from the View menu to display the Display Options dialog box Click the Word Index tab You can specify whether you want to see your word in context when y...

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Страница 63: ...se Realtime Transcript from the menu The Connect to Realtime dialog box is displayed 2 Select Serial The court reporter will give you the necessary settings for connecting to the reporter s CAT comput...

Страница 64: ...ogin 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 Accessin...

Страница 65: ...ealtime using West Case Notebook software you have access to all the tools in West Case Notebook Below is a chart showing the features available with LiveNote Stream West Case Notebook Features LiveNo...

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Страница 67: ...ick Marks are marks at the line number in the margin of a transcript They are the simplest form of annotation in West Case Notebook and are displayed as a solid bar in the default Quick Mark color You...

Страница 68: ...t 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...

Страница 69: ...a line number A complete list of all Issue Marks is located in the Annotations folder in the left pane Click the plus symbol next to the transcript to view the Annotations folder Double click an Issu...

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Страница 71: ...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...

Страница 72: ...lick 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...

Страница 73: ...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...

Страница 74: ...ure for signed transcripts version 7 0 and later video sync information Documents Documents document contents document properties Title document properties Type Author Recipient Bates Range Date OCR i...

Страница 75: ...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...

Страница 76: ...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 Rea...

Страница 77: ...e Repository Note A transcript printed from the trial version includes a Demo watermark System Requirements You will need the following to run the trial version of West LiveNote if you intend to view...

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Страница 80: ...The trademarks used herein are the trademarks of their respective owners West trademarks are owned by West Publishing Corporation For assistance using West CaseNotebook call 1 800 290 9378 For free re...

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