Technicolor-thomson West Case Notebook User Manual

Version 1.0 and Version 1.1West Case Notebook User GuideFebruary 2009

Introduction2West LiveNote Repository IBM PC or compatible computer with Pentium 4 processor Windows Server 2003 1 GB of RAM (2 GB recommended) 10

3Managing 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 throu

Managing Cases41. Click the New arrow on the Main Menu toolbar and choose Case from the menu. The Save As dialog box is displayed. 2. Complete steps 2

Managing Cases5To access a secured case, complete these steps:1. Access West Case Notebook. Or in an open case, choose Open Case from the File menu. T

Managing Cases6 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

Managing Cases7Viewing a List of Favorite Secure CasesWhen you access secure cases in West Case Notebook, all of the cases to which you are assigned a

Managing Cases8Replicating Cases Offline and to the NetworkReplicating a Case OfflineYou can work on a secure case off the network by replicating the

9Managing Transcripts Importing a TranscriptTo import a transcript, complete these steps:1. Click the New arrow on the Main Menu toolbar and choose Tr

Managing Transcripts10Opening an Existing Transcript To open a transcript, complete these steps:1. If necessary, click Transcripts in the left pane to

Managing Transcripts115. To include or remove annotations associated with specific issues from the printed transcript, click Select Issues. The Select

13Updating Transcripts West Case Notebook transcripts can be updated using the following types of files: E-Transcript files (PTX or EXE)—files conta

Updating Transcripts14Updating with an ASCII File 1. Click the Update Transcript button ( ) on the toolbar above a displayed transcript. The Update Tr

Updating Transcripts15Updating with a LEF File LEF files may contain the transcript with exhibit files and links to exhibit references in the transcri

17Managing DocumentsYou can add key documents to West Case Notebook to quickly categorize and search.Importing a DocumentTo import a document, complet

Managing Documents1812. Click Finish. The document is displayed in the right pane and listed under Documents in the left pane. Importing Load FilesTo

Managing Documents196. Click Next. The Data Import Wizard–Load Files: Select the Load File Field Mappings dialog box is displayed.s7. Assign a title t

21Managing PleadingsWest Case Notebook allows you to add pleadings to categorize and search.Importing a PleadingTo import a pleading, complete these s

West Case NotebookTM User GuideVersion 1.0 and Version 1.1February 2009

Managing Pleadings2211. Click Finish. The pleading is displayed in the right pane and listed under Pleadings in the left pane. Opening an Existing Ple

23Managing ResearchIf you are conducting research on Westlaw, you can deliver your Westlaw search result to West Case Notebook. From West Case Noteboo

Managing Research248. Click Finish. The Westlaw result list or documents you selected are displayed in the right pane and listed under Research in the

Managing Research25Searching for DocumentsTo search for documents on Westlaw, complete these steps:1. From the Search menu in West Case Notebook, choo

Managing Research26Importing Research DocumentsYou can import other research documents into West Case Notebook.To import a research document, complete

27Managing Key FactsWest Case Notebook allows you to create key facts to quickly and easily organize, view, and share the most important facts in the

Managing Key Facts2810. Click the Sources tab and select one or more sources, if desired. Sources will be listed on this tab only if annotations have

Managing Key Facts29Saving Key Facts As a West Case Timeline FileYou can use West Case Timeline to create a chart of your key facts. To create a chart

31Managing CharactersWith West Case Notebook, you can easily keep track of all the characters in the litigation, such as parties, attorneys, experts,

West Customer Service West Case Notebook Technical Assistance (available 24 hours a day) If you have general or technical questions about West Case No

Managing Characters32Editing a CharacterTo edit the information for a character, right-click the character and choose Properties from the menu. The Ch

33Working with Issues An issue is a type of annotation that relates to a particular subject. For more information on annotations, see “Working with An

Working with Issues345. To reprioritize an issue and change its order on the Main Menu toolbar, select the issue under My Top Issues and click the up

35Working with Annotations An annotation is a highlighted portion of the document text. It may be associated with an issue; a note (a comment associat

Working with Annotations36When you have finished associating a note, issue, key fact, or attachment with the annotation, click OK. If you did not sele

Working with Annotations37Transferring Annotations You can transfer an annotation to another application such as Microsoft Word, Corel WordPerfect, or

39Working 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

Working with Full Text Search405. Click OK. Information about the search is displayed under Search Results in the left pane. Formatting a Full Text Se

41Working with Auto TagsUse Auto Tags to automatically highlight words or phrases as they appear in a document.Creating Auto Tags To create an Auto Ta

iContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Working with Auto Tags42Managing Auto Tags Showing and Hiding Auto Tags If you choose not to show Auto Tags when you create them, you can show them by

43Working with ReportsYou can generate reports for all Quick Marks, annotations, issues, notes, cases, searches, and Auto Tags. While viewing an Annot

Working with Reports442. 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

Working with Reports45Notes Report This report lists all of the annotations in a document that have a note, arranged in page and line order. To create

Working with Reports466. 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

Working with Reports47Auto Tag Report This report lists all occurrences of the words and phrases in a transcript for which Auto Tags were created, arr

Working with Reports48Saving ReportsTo save a report, complete these steps:1. Click Save Report as on the toolbar above the report in the right pane.

49Working with Data Groups Document types and data can be arranged in groups. For example, you could create groups based on the different types of wit

Working with Data Groups50Using Data Groups in Reports To create a report using data groups, complete these steps: 1. Click the Report button ( ) on t

51Transferring Document TextYou can copy text or a portion of a document and paste it into other applications. For each document type, you will need t

iiOpening an Existing Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19Deleting a Docum

Transferring Document Text52Transferring Text of a Westlaw DocumentIf you are viewing a Westlaw document, you can transfer the citation with the text.

53Using 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

55Connecting to Realtime Connecting with a Serial Connection If you want to connect to Realtime using serial cables, your computer must have a serial

Connecting to Realtime56Accessing LiveNote Stream Through West Case Notebook To connect to Realtime using LiveNote Stream through West Case Notebook,

Connecting to Realtime57Access to Features in LiveNote StreamWhen you view Realtime using Internet Explorer, you are able to hear the audio and see th

59Working 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

Working with a Transcript in Realtime60Quick Marks Report This report lists all Quick Marks and Issue Marks in a transcript, arranged in page and line

Working with a Transcript in Realtime61Using Issue Marks An Issue Mark is a mark at the page and line number in the margin of a transcript that corres

iiiTransferring Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Sending A

63Working with Annotations and Video in TranscriptsPlaying Annotation Video Segments If the transcript you are viewing has a video associated with it,

Working with Annotations and Video in Transcripts64Transferring Annotations to Microsoft PowerPoint You can transfer annotations and video segments to

65Appendix A: Using Issues to Create an Errata Report The deponent has the option of reviewing the transcript after the deposition. If the deponent fi

66Appendix B: Converting RealLegal Binder Cases to West Case Notebook CasesWhen you open a RealLegal Binder case in West Case Notebook version 1.1, th

67Appendix C: Prompts and Messages for Video and PowerPointYou may receive the following warnings and error messages when transferring files as video

68Appendix D: Connecting to a Simulated Realtime TranscriptWhen West Case Notebook is installed, it provides you with a demonstration case, which incl

69Appendix E: Trial Version of West Case NotebookWest Case Notebook offers a trial version of its software. In the trial version, you can connect to

ivUsing the Word Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Sele

Printed 2/09. Material #40849028. Replaces Material #40784332.© 2009 Thomson Reuters L-346219The trademarks used herein are the trademarks oftheir res

1IntroductionWest Case Notebook is an electronic organizer and deposition tool for saving and working with important documents, research, and transcri