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THOMSON West Case Notebook User Manual

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West Case Notebook User Guide
February 2009

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  • Page 1 West Case Notebook User Guide February 2009...

  • Page 3: West Case Notebook

    West Case Notebook User Guide Version 1.0 and Version 1.1 February 2009...

  • Page 4: About This Guide

    About This Guide In this guide, the graphics and step-by-step instructions are based on using West Case Notebook. Because of the evolving nature of this technology, there may be changes to the West Case Notebook interface and functionality that are not reflected in the documentation.

  • Page 5: Table Of Contents

    West Case Notebook ........
  • Page 6 Managing Research ............. . 23 Delivering a Westlaw Search Result to West Case Notebook ......23 Updating KeyCite Information .
  • Page 7 Transferring Annotations ............37 Sending Annotations to Instant Messages .
  • Page 8 Using LiveNote Stream ............55 Accessing LiveNote Stream Through West Case Notebook ......56 Accessing LiveNote Stream Through Internet Explorer .

  • Page 9: Introduction

    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 track key facts and their related issues ■ track the parties involved in the litigation ■...

  • Page 10: West Livenote Repository

    ■ Timaro Technologies Post-Production Time-Stamp (PTS) files ■ File Types for Importing Documents and Pleadings You can import the following types of files for documents and pleadings into West Case Notebook: Images ■ • TIF/TIFF (Tagged Image File Format) • JPE/JPG/JPEG (Joint Photographic Experts Group) •...

  • Page 11: Managing Cases

    Creating a New Local Case Cases in West Case Notebook can be created for one person to use (local cases), or they can be created through the West LiveNote Administration module to be available on a network so they can be shared (secure cases).

  • Page 12: Opening A Local Case

    Opening a RealLegal Binder Case You can open a RealLegal Binder case, version 5 or later, in West Case Notebook version 1.1. To open a RealLegal Binder case, complete these steps: 1. Choose Open Case from the File menu to display the Open Case dialog box.
  • Page 13 To access a secured case, complete these steps: 1. Access West Case Notebook. Or in an open case, choose Open Case from the File menu. The Open Case dialog box is displayed. 2. Click Repositories in the Open Case dialog box. The Repositories dialog box is displayed.
  • Page 14 Managing Cases 7. Click Close. The Open Case dialog box is redisplayed with a list of the cases to which you are assigned. 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.

  • Page 15: Viewing A List Of Favorite Secure Cases

    Viewing a List of Favorite Secure Cases When you access secure cases in West Case Notebook, all of the cases to which you are assigned are listed in the Open Case dialog box. You can add one or more of these cases to your list of favorite cases, then view only those cases when you access West Case Notebook.

  • Page 16: Replicating Cases Offline And To The Network

    Replicating Cases Offline and to the Network Replicating a Case Offline You can work on a secure case off the network by replicating the case offline in West Case Notebook. To replicate a secure case offline, complete these steps: 1. From the File menu, choose Replicate Case Offline. The Cases Replicated to Offline dialog box is displayed, informing you that the case was successfully replicated to offline.

  • Page 17: Managing Transcripts

    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.

  • Page 18: Opening An Existing Transcript

    Managing Transcripts 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...
  • Page 19 5. To include or remove annotations associated with specific issues from the printed transcript, click Select Issues. The Select Issues dialog box is displayed. Issues will be listed in this dialog box only if they have previously been created. See “Working with Issues” on page 33. 6.

  • Page 21: Updating Transcripts

    Updating Transcripts West Case Notebook transcripts can be updated using the following types of files: E-Transcript files (PTX or EXE)—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 ■...

  • Page 22: Updating With An Ascii File

    Updating Transcripts Updating with an ASCII File 1. Click the Update Transcript button ( 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.

  • Page 23: Updating With A Lef File

    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.

  • Page 25: Managing Documents

    Managing Documents You can add key documents to West Case Notebook to quickly categorize and search. Importing a Document To import a document, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Document (from File) from the menu. The Data Import Wizard–Document Files dialog box is displayed.

  • Page 26: Importing Load Files

    Managing Documents 12. Click Finish. The document is displayed in the right pane and listed under Documents in the left pane. Importing Load Files To import a load file, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Document (from File) from the menu. The Data Import Wizard–Document Files dialog box is displayed.

  • Page 27: Opening An Existing Document

    6. Click Next. The Data Import Wizard–Load Files: Select the Load File Field Mappings dialog box is displayed. 7. Assign a title to each field in the file by mapping the field. For example, to map the first field, which contains Bates Numbers, in the figure above, select the field by clicking [none] at the top of the first column.

  • Page 29: Managing Pleadings

    Managing Pleadings West Case Notebook allows you to add pleadings to categorize and search. Importing a Pleading To import a pleading, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Pleading (from File) from the menu. The Data Import Wizard–Pleading Files dialog box is displayed.

  • Page 30: Opening An Existing Pleading

    Managing Pleadings 11. Click Finish. The pleading is displayed in the right pane and listed under Pleadings in the left pane. Opening an Existing Pleading To open a pleading, complete these steps: 1. If necessary, click Pleadings in the left pane to display a list of all pleadings in the case. 2.

  • Page 31: Managing Research

    Delivering a Westlaw Search Result to West Case Notebook After conducting your research on Westlaw, you can deliver the result list or selected documents to West Case Notebook. To deliver the result list or selected documents to West Case Notebook, complete these steps: 1.

  • Page 32: Updating Keycite Information

    You can quickly update KeyCite information for a Westlaw document in West Case Notebook. To update KeyCite information, complete these steps: 1. Choose Advanced, Update KeyCite Flags from the Tools menu in West Case Notebook. The Update KeyCite Login dialog box is displayed.

  • Page 33: Searching For Documents

    Searching for Documents To search for documents on Westlaw, complete these steps: 1. From the Search menu in West Case Notebook, choose Westlaw Search. The Search Westlaw dialog box is displayed. 2. Type your Terms and Connectors query, e.g., retaliat! wrongful! /5 terminat! discharg! /s work! /5 compensat! &...

  • Page 34: Importing Research Documents

    Managing Research Importing Research Documents You can import other research documents into West Case Notebook. To import a research document, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Research (from File) from the menu. The Data Import Wizard–Research Files dialog box is displayed.

  • Page 35: Managing Key Facts

    Managing Key Facts West Case Notebook allows you to create key facts to quickly and easily organize, view, and share the most important facts in the litigation. Creating a Key Fact To create a key fact, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Key Fact from the menu. The Key Fact Properties dialog box is displayed.

  • Page 36: Editing A Key Fact

    Managing Key Facts 10. Click the Sources tab and select one or more sources, if desired. Sources will be listed on this tab only if annotations have previously been created. See “Working with Annotations” on page 35. 11. Click the Characters tab and select one or more characters, if desired. Characters will be listed on this tab only if they have previously been created.

  • Page 37: Saving Key Facts As A West Case Timeline File

    Managing Key Facts Saving Key Facts As a West Case Timeline File You can use West Case Timeline to create a chart of your key facts. To create a chart in West Case Timeline, you must first save your key facts as a West Case Timeline (TAB) file and then import the file into West Case Timeline.

  • Page 39: Managing Characters

    Managing Characters With West Case Notebook, you can easily keep track of all the characters in the litigation, such as parties, attorneys, experts, and witnesses, and their contact information. Creating a Character To create a character, complete these steps: 1. Click the New arrow on the Main Menu toolbar and choose Character from the menu. The Character Properties dialog box is displayed.

  • Page 40: Editing A Character

    Managing Characters Editing a Character To edit the information for a character, right-click the character and choose Properties from the menu. The Character Properties dialog box is displayed. Make the appropriate changes and click OK. Deleting a Character To delete a character, right-click the character and choose Delete from the menu. The message Permanently delete the selected Character? is displayed.

  • Page 41: Working With Issues

    Working with Issues An issue is a type of annotation that relates to a particular subject. For more information on annotations, see “Working with Annotations” on page 35. Categorizing annotations in a case by issue makes it easy to retrieve all information on a specific subject when you need it. Issues are created for each case and are the same for all users of that case.

  • Page 42: Importing Issues

    Working with Issues 5. To reprioritize an issue and change its order on the Main Menu toolbar, select the issue under My Top Issues and click the up arrow or down arrow. 6. Click OK when you finish prioritizing the issues. Importing Issues You can create a list of issues in any word-processing program that can save files as XML (Extensible Markup Language) files.

  • Page 43: Working With Annotations

    Working with Annotations An annotation is a highlighted portion of the document text. It may be associated with an issue; a note (a comment associated with an annotation); or an attachment, e.g., a document or image. Adding an Issue Annotation Using the Main Menu Toolbar To add an annotation associated with an issue using the Main Menu toolbar, complete these steps: 1.

  • Page 44: Adding A Note To An Annotation

    Working with Annotations When you have finished associating a note, issue, key fact, or attachment with the annotation, click OK. If you did not select an issue, the text is highlighted with the default annotation color. Adding a Note to an Annotation The Note tab is the default tab in the Annotation Properties dialog box.

  • Page 45: Transferring 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 ■...

  • Page 47: Working With Full Text Search

    Working with Full Text Search The Full Text Search feature enables you to search one or more documents in the open case for specific terms. Creating a Full Text Search You can enter a search that consists of key terms from your issue and connectors specifying the relationship between those terms.

  • Page 48: Formatting A Full Text Search

    Working with Full Text Search 5. Click OK. Information about the search is displayed under Search Results in the left pane. Click Edit to edit your search. Click Report to create a report for your search. Click the Term arrows to view the next or previous search term in your result.

  • Page 49: Working With Auto Tags

    Working with Auto Tags Use Auto Tags to automatically highlight words or phrases as they appear in a document. Creating Auto Tags To create an Auto Tag, complete these steps: 1. Choose Auto Tags from the Annotate menu. The Auto Tags dialog box is displayed. 2.

  • Page 50: Managing Auto Tags

    Working with Auto Tags Managing Auto Tags Showing and Hiding Auto Tags If you choose not to show Auto Tags when you create them, you can show them by choosing Auto Tags from the Annotate menu. The Auto Tags dialog box is displayed. Select the Show Auto Tags check box and click OK.

  • Page 51: Working With Reports

    Working with Reports You can generate reports for all Quick Marks, annotations, issues, notes, cases, searches, and Auto Tags. While viewing an Annotations, Issues, or Quick Marks report, you can return to the location in the document where the annotation or mark appears by clicking its section in the report. To return to the report, click the Report tab.

  • Page 52: Verbatim Digest Report

    Working with Reports 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.

  • Page 53: Notes Report

    Notes Report This report lists all of the annotations in a document that have a note, arranged in page and line order. To create a Notes report, first create an Annotations report. Then click the Properties button ( on the toolbar above the report in the right pane to display the All Annotations Report Properties dialog box.

  • Page 54: Case Report

    Working with Reports 6. Click the Display tab to view a list of display options. Type a title for the report in the Title text box, if desired. Then select or clear the appropriate check boxes. 7. Click the Context tab to display a list of context options. Select or clear the appropriate check boxes. 8.

  • Page 55: Auto Tag Report

    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 ( Auto Tag Report Properties dialog box is displayed.

  • Page 56: Saving Reports

    Working with Reports Saving Reports To save a report, complete these steps: 1. Click Save Report as on the toolbar above the report in the right pane. The Save As dialog box is displayed. 2. Select a location for the file. 3.

  • Page 57: Working With Data Groups

    Working with Data Groups Document types and data can be arranged in groups. For example, you could create groups based on the different types of witnesses in a case, such as defense witnesses, expert witnesses, and plaintiff witnesses. You can select a group when you are preparing reports or creating searches to ensure all document types and data you need are included.

  • Page 58: Using Data Groups In Reports

    Working with Data Groups Using Data Groups in Reports To create a report using data groups, complete these steps: 1. Click the Report button ( create, e.g., Issues. 2. In the dialog box that is displayed, click the Data tab, then click Groups. The Data Groups dialog box is displayed.

  • Page 59: Transferring Document Text

    Transferring Document Text You can copy text or a portion of a document and paste it into other applications. For each document type, you will need to make certain that the appropriate button used for copying text is displayed. To display the button, click the Annotate Mode button ( right pane, then choose the appropriate button from the menu, as discussed below.

  • Page 60: Transferring Text Of A Westlaw Document

    Transferring Document Text Transferring Text of a Westlaw Document If you are viewing a Westlaw document, you can transfer the citation with the text. To transfer text with its citation, complete these steps: 1. Make certain the Copy (with Citation) button ( ) is displayed.

  • Page 61: Using The Word Index

    Using the Word Index The Word Index contains an index of words and numbers in a document along with their corresponding page and line numbers. When you are connected to Realtime, the Word Index is updated every 15 seconds. Use the Word Index to search for a word or number in the document. Type the word or number in the text box to the right of the document to display the pages and lines where the word or number is found in the document.

  • Page 63: Connecting To Realtime

    LiveNote Stream allows you to connect to Realtime via the Internet. You can access LiveNote Stream through West Case Notebook software or through Microsoft Internet Explorer. The court reporter must notify LiveNote 24 hours in advance if you want to use LiveNote Stream to view transcript text or 72 hours in advance to view video and text.

  • Page 64: Accessing Livenote Stream Through West Case Notebook

    6. Select the session you want to attend and click OK. Accessing LiveNote Stream Through Internet Explorer You do not need West Case Notebook software to access LiveNote Stream through Internet Explorer. To access LiveNote Stream on the Internet, complete these steps: 1.

  • Page 65: Access To Features In Livenote Stream

    You can also stop and start the transcript text. When you view Realtime using West Case Notebook software, you have access to all the tools in West Case Notebook. Below is a chart showing the features available with LiveNote Stream.

  • Page 67: Working With A Transcript In Realtime

    Working with a Transcript in Realtime West Case Notebook provides you with tools that are easy to use even when you are working with a transcript in Realtime. You can stop and start the scrolling text, annotate the text, and do quick word searches at the same time that you are listening to what the deponent or witness is saying.

  • Page 68: Quick Marks Report

    Working with a Transcript in Realtime Quick Marks Report This report lists all Quick Marks and Issue Marks in a transcript, arranged in page and line order. To create a Quick Marks report for the transcript you are viewing, click the Quick Mark Report button ) on the toolbar above the transcript in the right pane.

  • Page 69: Using Issue Marks

    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.

  • Page 71: Working With Annotations And Video In Transcripts

    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.

  • Page 72: Transferring Annotations To Microsoft Powerpoint

    Working with Annotations and Video in Transcripts Transferring Annotations to Microsoft PowerPoint You can transfer annotations and video segments to Microsoft PowerPoint and have them embedded in PowerPoint slides. Each annotation creates a separate slide. You can create a slide from a single annotation or multiple slides from an Annotations report.

  • Page 73: Appendix A: Using Issues To Create An Errata Report

    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: 1.

  • Page 74: Appendix B: Converting Reallegal Binder Cases To West Case Notebook Cases

    Binder Cases to West Case Notebook Cases When you open a RealLegal Binder case in West Case Notebook version 1.1, the properties for the case may or may not be converted. The following chart describes how the RealLegal Binder case properties are converted.

  • Page 75: Appendix C: Prompts And Messages For Video And Powerpoint

    1-800-290-WEST (1-800-290-9378) and describe what you were doing when this error occurred. Video clips can only be created from MPEG and WMV video files. West Case Notebook only supports specific types of video files. For example, you cannot create video clips from RM (RealMedia) or AVI (Audio Video Interleave) files.

  • Page 76: Appendix D: Connecting To A Simulated Realtime Transcript

    Appendix D: Connecting to a Simulated Realtime Transcript When West Case Notebook is installed, it provides you with a demonstration case, which includes sample deposition transcripts, exhibits, preset issues, and simulation of a real-time deposition. You can use the simulated transcript to practice using the basic tools of West Case Notebook.

  • Page 77: Appendix E: Trial Version Of West Case Notebook

    Appendix E: Trial Version of West Case Notebook West Case Notebook offers a trial version of its software. 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 ■...
  • Page 80 west.thomson.com/support/user-guide/livenote-case-notebook.aspx...

This manual is also suitable for:

West case notebook 1.0West case notebook 1.1

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