Td section 2 trialmasters

Section Two – Using TrialDirector Objectives Using the Case Library Using the Workbooks Explorer Using the Document Manager Edit Document Description Finding and Searching for Items Editing in the Case Explorer Tree Bulk Editing in the Case Explorer Tree Pack-N-Go

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2.1 Using the Case Library The Case Library provides an overview of all the documents, photos, transcripts, and videos contained in your case. You can see the complete list in the Case Explorer pane on the left side, and view items in the large viewing pane on the right side. A key feature of this tab is the Workbooks Explorer. You use workbooks to organize and collect crucial exhibits for trial, such as trial notebooks, motion folders, or other organization aids.

Find

Create New Workbook

Description Image Tab

View By

Item Viewer

Item ID

Workbooks Explorer

Document/Page ID

Page Count

It's important to note that the Case Library is used only for viewing and organizing exhibit items, not for working on them. Workbooks are created in the Case Library, but the exhibits that populate the workbooks are only annotated or customized from the Document Manager or Transcript manager tabs.

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2.2 Using the Workbooks Explorer In addition to organizing case exhibits using the Document Manager and Transcript Manager Tabs, TrialDirector provides a Workbooks tool that allows you to organize and relate specific groups of items, such as documents or clips related to a particular witness or issue. Note that adding an item to a workbook does not remove it from the Document Manager or Transcript Manager; it simply manages a copy to aid in your trial organization.

By default, TrialDirector creates three workbooks for each case: Search Results, Trial Exhibits, and Witnesses. You can rename these workbooks as desired, and can create as many additional workbooks as necessary. In addition, during trial when documents or clips are admitted in the presentation mode, an Admitted workbook is automatically created. Within the Admitted workbook, a sub-workbook is created and labeled (by date) for each day of trial if exhibits are admitted, and includes all admitted items. Each admitted item is date and time stamped, and includes the item description.

To create new workbooks do one of the following:

 

Click on the Make New Workbook icon in the toolbar.

Select Create New Workbook from the Workbooks menu.

A new workbook called New Workbook is added to the Workbooks Explorer. You can then rename the new workbook if desired. By default, the new workbook will be available in the Presentation mode. To make the workbook unavailable, right click on it and clear the Show in Presentation mode selector.

You can move single items into a workbook or multiple items at one time. To move an item to a workbook from the Case Library, select the item in the Case Explorer then drag it to the desired workbook.

To move multiple items to a workbook, select the items in the Case Explorer (you can hold the [Ctrl] key while clicking to select non-sequential items.) Then drag the selected items to the desired workbook

2.3 Using the Document Manager 24

The Document Manager window is used to manage trial documents. The list of documents is displayed in the Case Explorer, and individual items or pages are shown in the Item Viewer.

Toolbar

Item Viewer

Grid View

Toolbar

The Toolbar provides you with shortcuts to perform menu commands.

Grid View

The Grid View contains the universe of case items. You may resize the columns or use the Ctrl + Left Click to sort by that column.

Item Viewer

The Item Viewer displays any case item selected in the Case Explorer. Images, videos and native format files can all be viewed in the Item Viewer.

Across the top of the Grid Viewer, the following columns are displayed:         

Doc ID. – Document ID Page ID. – Individual Page ID Pg. – Page Number Exhibit No. – Assigned Exhibit Number Trial Exhibit No. – Assigned Trial Exhibit Number Description – Document or Page Description Volume – Volume where file is located Path – Path of file Filename – Actual name of file within Windows

There are several benefits to using the Data Grid Viewer, with additional benefits not offered in the Case Library/Document Manager: 25

  



Columns in the Data Grid Viewer can be resized vertically, allowing more or less information be viewed in each row, as needed.

Columns in the Data Grid Viewer can be sorted by clicking on the column header, similar to viewing a spreadsheet.

Document properties can be edited directly in the Data Grid Viewer. Exhibit No., Trial Exhibit No., Description, Volume, Path, and Filename can all be edited within the Data Grid Viewer. Doc ID., and Page ID., are restricted columns and cannot be edited in the Data Grid Viewer.

The Data Grid Viewer can also be used for document review. Clicking on an item in the Data Grid Viewer triggers its display in the Item Viewer in the Case Library/Document Manager.

You may have many different types of items in your case. A list of “Supported File Formats” may be found in Appendix D at the end of this manual. Each item in the case is defined as a record.

Certain relationships can exist between records. For example, a document may consist of several pages, a page may have revisions, or a multimedia file may have clips.

File Type Icon Hide Case Explorer Save As New Revision Icon Page Numbers

Tagged Items

Description (if applicable)

In the Case Explorer, only the parent document is displayed. If you double-click on the parent record, the document opens and displays the sub pages.

Exercise #4 With the Item Viewer activated, click on the View by dropdown, and choose Photos and select “BK000443”. Watch how the corresponding picture appears in the Item Viewer window.

2.4 Edit Document Description You can add or modify the description displayed in the Document Manager from the Item Properties window. To open the window, select the image you would like to modify and Right 26

click on the image ID. From the pop up menu, choose the Properties options. The items properties widow, shown below, allows you to modify the Page ID, Description, Path/Filename, Exhibit and Trial Exhibit numbers. Youâ€&#x;ll also be able to view the Record number and the Created and Modified Dates.

The Items Properties window allows you to quickly and easily add your descriptions and Trial Exhibit numbers to your case by using the Prev and Next buttons to advance to the next record without closing the window. Each record is automatically saved when you advance to the next record.

When you add a trial exhibit number to the Trial Exhibit number field in the Items Properties window, that document automatically gets added to the Trial Exhibit workbook that was created by default when you first started your case.

Exercise #5 Practice using the Prev and Next buttons on the Item Properties window to add a Description and Trial Exhibit number to 10 of the records in your case. Repeat on the exercise with the Photos in your case as well as the Multimedia files in your case if applicable.

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2.5 Finding an Item When using a large database, you will probably find it necessary to perform searches to locate specific items. Document Manager allows you to search for items using the Search command.

Using the Search Button Click the Search button on the Toolbar to initiate another method of locating an item. The following dialog box appears:

This function allows you to locate records that match specific search criteria. You can search for an individual object ID or you can search for any records containing specific key words in the Descriptions, Exhibit Noâ€&#x;s, Trial Exhibit Noâ€&#x;s, or Notes & Memos.

You can choose to browse your results individually or send your results to a workbook. If you choose to send your results to a workbook, a new workbook is created under the Search Results parent workbook. The work book is automatically labeled with the search criteria and all of the search results are contained within.

Exercise #6 Click on the search button and type in rear view in the Find what area, and choose Send Results to Workbook. Click on the Find All button to initiate the search. Then click on the Case Library tab and find the newly created workbook in the Workbooks Explorer.

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2.6 Editing in the Case Explorer Tree TrialDirector allows you to edit an items Description, Exhibit or Trial Exhibit fields within the Case Explorer tree without right-clicking and going into the items properties. This is done by placing your cursor over the item and pressing the F2 key on your keyboard. After pressing the F2 key a floating grid will appear as illustrated below.

You may also find the option to edit your Description and Trial Exhibit fields by right-clicking on the ID of the document you would like to edit and choose the Edit option from the menu.

This floating grid allows you to tab between and edit the Description, Trial Exhibit No. and Exhibit No. fields. Once you have finished editing, simply select another item and the changes will be saved to your current case.

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2.7 Bulk Editing in the Case Explorer Tree TrialDirector also allows you to edit several items at the same time in the Case Explorer tree.

This is done by selecting multiple items, then right-clicking on one of the selected items and choosing one of the following three options:   

Assign Trial Exhibit Numbers to Selected Items Assign Exhibit Numbers to Selected Items Batch Field Fill Selected Items

Assign Exhibit or Trial Exhibit Numbers to multiple items: 1. From Case Explorer or Document Manager, press and hold CTRL or SHIFT while you select all of the items to be edited, making sure to select them in the order you want numbers to be assigned. Then, right-click and select Assign Trial Exhibit Numbers to Selected Items or Assign Exhibit Numbers to Selected Items. (See Figures 1 and 2, respectively, below)

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Figure 1

Figure 2

2. In the dialog box, type the starting number.

Caution: Any existing Exhibit or Trial Exhibit Numbers will be overwritten, and the numbers will be assigned in sequence regardless of whether a number is in use for another item in your case. Be sure to specify a unique starting number.

3. If each page of a document should have its own Exhibit or Trial Exhibit Number, select Fill this field on every Page of the selected documents. If you want to assign numbers at the document level only, ensure this option is not selected.

4. Click OK. TrialDirector assigns the numbers to each item, incrementing by one for each successive item or page.

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Batch Field Fill Selected Items: 1. From Case Explorer or Document Manager, press and hold CTRL or SHIFT while you select all of the items to be edited, making sure to select them in the order you want numbers to be assigned. Then, right-click and select Batch Field Fill Selected Items.

2. From the Fields pull down menu, select one of the following fields to be edited:      

Description Exhibit # File Name Path Trial Exhibit # Volume ID

3. In the dialog box, type the starting number.

Caution: Any existing Exhibit and Trial Exhibit Numbers, Descriptions, Volume IDs, and Paths will be overwritten, and the numbers will be assigned in sequence regardless of whether a number is in use for another item in your case. Be sure to specify a unique starting number.

4. Check whether the value should be incremented by 1.

5. If each page of a document should have its own value, select Fill this field on every Page of the selected documents. If you want to assign values at the document level only, ensure this option is not selected.

6. Click OK. TrialDirector assigns the value to each item, incrementing by one for each successive item or page.

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2.8 Pack-N-Go Pack-N-Go enables you to do either of the following: Copy your entire case (including all documents, transcripts, video files, and the database) to a specified location, such as a new network drive. It changes all references in the case database to point to the new location.

Pack a copy of your entire case (including all documents, transcripts, video files, and the database) and import it on another computer with TrialDirector installed, such as a laptop used for trial.

To use the Pack-N-Go feature, click the file drop-down and select it.

After Pack-N-Go successfully locates all files, it prompts you to choose one of the following options: Copy Files and Update Case Database - Choose this option if you're relocating your case.

Create Packed Data Set to Import Later - Choose this option if you want to import a copy of your case on another computer (such as laptop used for trial).

Pack-N-Go reports the total amount of space required to store your case. Before you continue, ensure the location where you want to save the packed case has enough space. Then, click Browse and select this location.

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When you are ready to begin the data export process (which may take several minutes), click Next.

When the process is complete, click Finished.

Import Pack-N-Go Volume To unpack (import) a case: Open TrialDirector on the computer where you want to import the case.

On the File menu, click Import Case from Pack-N-Go Volume.

Follow the on-screen instructions, keeping the following in mind: The packed case has a .pak extension. If you are unsure where it was saved, check the My Documents folder on the computer where Pack-N-Go was used.

If you select the option to move case data to a new location, the case files (not the database) will be moved to the location you select.

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