Summation Iblaze 2-8 Eval

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Summation
iBlaze
Version 2.8
Training Manual
Copyright
All rights reserved. No part of this book shall be reproduced, in any manner,
without express written permission. Although every precaution has been taken in
the preparation of this book, the publisher and authors assume no responsibility
for errors or omissions.
Summation iBlaze is a registered trademark of CT Summation.
Windows, Microsoft Access, Microsoft SQL, Microsoft Outlook, Microsoft Excel

and Microsoft Word are registered trademarks of Microsoft Corporation.
Novell is a registered trademark of Novell, Inc.
Lotus Notes is a registered trademark of Lotus Development Corporation.
WordPerfect is a registered trademark of Corel Corporation.
Other product names noted in this training program may be the trademarks of
their owners.
Software@Law, Inc., P.O. Box 323, Mustang, OK 73064.
About Us
SOFTWARE@LAW, INC.
Software@Law, Inc., was formed in 2002 by Donna Brown and Mikki
Tomlinson, who have over 35years combined experience in the legal industry.
The company was formed to fill the market’s need for high-quality software
training materials and services. Software@Law, Inc., is committed to providing
exceptional training solutions to legal professionals.
MIKKI TOMLINSON
This training program was written for Software@Law, Inc., by Mikki Tomlinson.
Ms. Tomlinson has been working in the legal industry since 1990 holding a
variety positions in law firms including legal secretary, legal assistant, systems
trainer and practice support manager, and has been an independent consultant to
law firms since early 2002. Ms. Tomlinson’s experience includes training design
and delivery, litigation support, technology research and project management.
Further, Ms. Tomlinson is a Certified Summation Trainer, Certified WebBlaze
Trainer, Certified InData Suite Trainer and Certified CaseMap/TimeMap Trainer.
Printed January 14, 2007

Table of Contents
INTRODUCTION.........................................................................................................................................1
DOCUMENT CONVENTIONS...................................................................................................................1
SECTION 1: GETTING STARTED ...........................................................................................................3

LESSON 1: WHAT IS SUMMATION? .............................................................................................................4
Overview................................................................................................................................................4
Elements of the Summation Case...........................................................................................................5
LESSON 2: LAUNCHING SUMMATION ..........................................................................................................8
LESSON 3: THE SUMMATION ENVIRONMENT ..............................................................................................9
The Welcome Page.................................................................................................................................9
Parts of the Screen...............................................................................................................................10
About the case Explorer.......................................................................................................................11
About the Home Page ..........................................................................................................................12
About Layouts and Navigating in Summation......................................................................................12
SECTION 2: WORKING WITH CASES .................................................................................................17

LESSON 1: CREATING CASES ....................................................................................................................18
LESSON 2: OPENING CASES ......................................................................................................................22
LESSON 3: DELETING CASES ....................................................................................................................23
LESSON 4: GETTING STARTED ..................................................................................................................25
Adding Data to Issues and Names Look-up Tables .............................................................................25
SECTION 3: WORKING WITH TRANSCRIPTS AND ANNOTATIONS..........................................29

LESSON 1: MANAGING TRANSCRIPTS .......................................................................................................30
Loading Transcripts.............................................................................................................................30
Removing Transcripts ..........................................................................................................................38
Managing Transcripts with Folders ....................................................................................................38
LESSON 2: NAVIGATING THE TRANSCRIPT WINDOW ................................................................................42
Opening and Navigating Transcripts...................................................................................................42
LESSON 3: SEARCHING TRANSCRIPTS .......................................................................................................45
QuickSearching Transcripts ................................................................................................................45
Compound Searching...........................................................................................................................48
Vocabulary Searching..........................................................................................................................53
Fuzzy Searching...................................................................................................................................56
LESSON 4: PRINTING TRANSCRIPTS, EXCERPTS AND REPORTS .................................................................61
Printing Transcripts.............................................................................................................................61
Printing Transcript Excerpts ...............................................................................................................61
Printing Transcript Search Results Reports ........................................................................................62
LESSON 5: ANNOTATING TRANSCRIPTS ....................................................................................................65
Creating Transcript Annotations .........................................................................................................65
Creating Designations .........................................................................................................................69
Opening Transcript Annotations..........................................................................................................72
Navigating Transcript Annotations......................................................................................................73
LESSON 6: SEARCHING TRANSCRIPT ANNOTATIONS.................................................................................74
QuickSearching Annotations ...............................................................................................................74
Searching Annotations Using Find Note .............................................................................................78
LESSON 7: PRINTING ANNOTATIONS AND REPORTS ..................................................................................81
Printing Annotations............................................................................................................................81
Printing Annotation Search Results Reports .......................................................................................83
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Printing Annotations and Transcript Cites ......................................................................................... 86
Printing Designations ......................................................................................................................... 89
SECTION 4: WORKING WITH THE CORE DATABASE.................................................................. 97

LESSON 1: NAVIGATING THE CORE DATABASE ....................................................................................... 98
Opening the Core Database................................................................................................................ 98
Sorting the Core Database................................................................................................................ 105
LESSON 2: ADDING AND EDITING ITEMS IN THE CORE DATABASE......................................................... 109
Adding Document Summaries to the Core Database ........................................................................ 109
Editing Core Database Summaries ................................................................................................... 115
Creating Relationships...................................................................................................................... 120
Tagging, Categorizing and Foldering Summaries ............................................................................ 124
Spell Checking the Core Database.................................................................................................... 130
LESSON 3: LOADING EDOCS AND EMAIL ............................................................................................... 133
Adding the eDocs and eMail Folder ................................................................................................. 134
Loading eDocs & eMail Using the eDiscovery Console................................................................... 135
Loading eDocs & eMail Using a Load File ...................................................................................... 144
Using the eDocs and eMail Folder ................................................................................................... 148
LESSON 4: SEARCHING THE CORE DATABASE........................................................................................ 151
QuickSearching the Core Database.................................................................................................. 151
Compound Searching........................................................................................................................ 156
Searching Using Setup Search .......................................................................................................... 162
Context Menu Searching ................................................................................................................... 165
Vocabulary Searching....................................................................................................................... 169
Boolean Searching ............................................................................................................................ 171
Intelli-Parse Searching ..................................................................................................................... 172
Finding Near Values ......................................................................................................................... 181
Viewing Relationships in a Search Results Record Set ..................................................................... 183
LESSON 5: PRINTING CORE DATABASE SUMMARIES AND REPORTS ....................................................... 186
Printing Summaries........................................................................................................................... 186
Printing a Search Results Report...................................................................................................... 194
LESSON 6: CORE DATABASE UTILITIES.................................................................................................. 198
Checking the Network Status ............................................................................................................ 198
Backing Up the Database.................................................................................................................. 199
Checking the Database for Errors .................................................................................................... 200
Packing the Database ....................................................................................................................... 202
Blazing the Database ........................................................................................................................ 203
Restoring the Backup ........................................................................................................................ 204
SECTION 5: WORKING WITH IMAGES ........................................................................................... 215

LESSON 1: LOADING IMAGES ................................................................................................................. 216
Loading Images Using a Load File................................................................................................... 217
Loading Images Using Drag and Drop............................................................................................. 220
LESSON 2: VIEWING IMAGES.................................................................................................................. 223
Opening Images ................................................................................................................................ 223
Navigating Images ............................................................................................................................ 224
Working with Image Layouts ............................................................................................................ 226
LESSON 3: MARKING UP IMAGES ........................................................................................................... 229
Using Markups.................................................................................................................................. 229
Stamping Images ............................................................................................................................... 233
Redacting Images.............................................................................................................................. 237
Burning in Redactions and Stamps ................................................................................................... 240
LESSON 4: PRINTING IMAGES ................................................................................................................. 242
Printing Individual Images ............................................................................................................... 242
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Printing Multiple Images ...................................................................................................................242
Setting Print Options .........................................................................................................................243
SECTION 6: WORKING WITH OCR BASE........................................................................................247

LESSON 1: LOADING OCR BASE.............................................................................................................248
Checking the Network Status .............................................................................................................248
Loading OCR Base Using a Load File ..............................................................................................249
Loading OCR Base Using a Control List...........................................................................................252
Loading OCR Base Using the Full-Text Documents Dialog Box ......................................................256
Load OCR Base Using the Attach Document Method .......................................................................258
LESSON 2: USING SUMMATION’S OCR BASE CREATOR .........................................................................261
Marking Summaries...........................................................................................................................261
Creating OCR Base ...........................................................................................................................263
LESSON 3: NAVIGATING THE OCR BASE ................................................................................................265
Opening and Navigating OCR Documents ........................................................................................265
LESSON 4: SEARCHING OCR BASE .........................................................................................................268
QuickSearching OCR Base ................................................................................................................268
Compound Searching.........................................................................................................................272
Vocabulary Searching........................................................................................................................279
Fuzzy Searching.................................................................................................................................284
LESSON 5: PRINTING OCR BASE SEARCH RESULTS REPORTS ................................................................291
LESSON 6: OCR BASE UTILITIES ............................................................................................................294
Backing Up the OCR Base.................................................................................................................294
Checking the OCR Base for Errors ...................................................................................................294
Blazing the OCR Base........................................................................................................................296
SECTION 7: WORKING WITH PRODUCTION SETS ......................................................................299

LESSON 1: CREATING PRODUCTION SETS ...............................................................................................300
LESSON 2: RETRIEVING PRODUCTION SETS ............................................................................................308
Retrieving Production Sets ................................................................................................................308
Producing Production Set Reports ....................................................................................................309
LESSON 3: REVIEWING PRODUCTION HISTORY.......................................................................................312
Reviewing Document Production History..........................................................................................312
Producing Document Production History Reports ............................................................................312
LESSON 4: CREATING EMAIL PRODUCTION SETS ...................................................................................316
SECTION 8: WORKING WITH PLEADINGS.....................................................................................323

LESSON 1: MANAGING PLEADINGS .........................................................................................................324
Loading Pleadings .............................................................................................................................324
LESSON 2: NAVIGATING PLEADINGS ......................................................................................................328
Opening Pleadings Folders ...............................................................................................................328
LESSON 3: SEARCHING PLEADINGS ........................................................................................................329
Compound Searching.........................................................................................................................331
Vocabulary Searching........................................................................................................................334
SECTION 9: WORKING WITH DOCUMENT COLLECTIONS ......................................................339

LESSON 1: WORKING WITH COMPANION DATABASES ............................................................................340
Creating Companion Database Connections to Summation Cases ...................................................341
Opening and Navigating Companion Databases...............................................................................343
Searching Companion Databases......................................................................................................345
Editing Companion Database Summaries .........................................................................................348
LESSON 2: WORKING WITH REMOTE DATABASES ..................................................................................351
Opening and Navigating Remote Databases .....................................................................................352
Searching Remote Databases ............................................................................................................353
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Editing Remote Databases ................................................................................................................ 356
LESSON 3: WORKING WITH BRIEFCASES ................................................................................................ 359
Briefcasing Database Summaries ..................................................................................................... 360
Opening and Navigating Briefcases.................................................................................................. 363
Searching Briefcases......................................................................................................................... 365
Working with Browser Briefcases ..................................................................................................... 368
SECTION 10: WORKING WITH THE PEOPLE TABLE ................................................................. 375

LESSON 1: OPENING AND NAVIGATING THE PEOPLE TABLE .................................................................. 376
Opening the People Table................................................................................................................. 376
Navigating the People Table............................................................................................................. 377
LESSON 2: EDITING THE PEOPLE TABLE................................................................................................. 380
LESSON 3: SEARCHING THE PEOPLE TABLE ........................................................................................... 383
SECTION 11: WORKING WITH THE CHRONOLOGY OF EVENTS TABLE ............................ 387
LESSON 1: OPENING AND NAVIGATING THE CHRONOLOGY OF EVENTS TABLE ..................................... 388
Opening the Chronology of Events Table ......................................................................................... 388
Navigating the Chronology of Events Table ..................................................................................... 389
LESSON 2: EDITING THE CHRONOLOGY OF EVENTS TABLE.................................................................... 392
Adding Summaries to the Chronology of Events Table..................................................................... 392
Editing Summaries in the Chronology of Events Table..................................................................... 392
Linking Chronology of Events Summaries to Transcripts and Core Database Summaries .............. 393
Rating the Effect of Events ................................................................................................................ 396
LESSON 3: SEARCHING THE CHRONOLOGY OF EVENTS TABLE .............................................................. 397
SECTION 12: WORKING WITH FORMS........................................................................................... 403

LESSON 1: USING SUMMATION’S FORMS ............................................................................................... 404
Reviewing Summation’s Forms......................................................................................................... 404
LESSON 2: CUSTOMIZING SUMMATION’S FORMS ................................................................................... 411
LESSON 3: CREATING FORMS ................................................................................................................. 425
Creating Forms ................................................................................................................................. 426
Adding a Field................................................................................................................................... 428
Formatting Field Styles..................................................................................................................... 430
Resizing a Field................................................................................................................................. 436
Moving a Field .................................................................................................................................. 437
Saving the Form ................................................................................................................................ 437
SECTION 13: PUTTING IT ALL TOGETHER................................................................................... 441

LESSON 1: INTEGRATED SEARCHING ..................................................................................................... 442
QuickSearching Multiple Case Elements .......................................................................................... 442
Printing Multiple Case Element Search Results Reports .................................................................. 444
LESSON 2: ATTACHING IMAGES TO ANNOTATIONS ................................................................................ 447
LESSON 3: EVIDENCE LINKING .............................................................................................................. 450
Linking Evidence in Transcripts ....................................................................................................... 450
Linking Evidence in the Core Database............................................................................................ 454
Linking Evidence in Images .............................................................................................................. 457
LESSON 4: THE CASE ORGANIZER ......................................................................................................... 466
Using the Case Organizer................................................................................................................. 466
SECTION 14: CUSTOMIZING THE SUMMATION ENVIRONMENT .......................................... 479

LESSON 1: THE HOME PAGE .................................................................................................................. 480
Opening and Navigating Home Pages .............................................................................................. 480
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Selecting a Default Home Page .........................................................................................................482
Adding Links to Home Pages.............................................................................................................483
Using the Attorney’s Home Page.......................................................................................................485
LESSON 2: CUSTOMIZING THE TOOLBAR ................................................................................................491
Customizing Toolbar Settings ............................................................................................................491
Rearranging Toolbars........................................................................................................................492
LESSON 3: CUSTOMIZING LAYOUTS .......................................................................................................493
Arranging Summation Windows ........................................................................................................493
Saving Layouts...................................................................................................................................494
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Introduction
This training manual consists of the core training on Summation’s case elements
and utilities. After completing this course you will be able to:
• Navigate Summation
• Search Summation case elements
• Load case elements
• Work with electronic discovery
• Administer case utilities
• Work with images and OCR
• Use Summation’s integration capabilities for maximum results
• Customize Summation.
This training manual is broken down into sections which include step-by-step
instructions to be used as a reference tool. Each section is followed by a skill
builder exercise to be used as a practice tool. The cd attached to the inside back
cover contains the files you will need to complete the skill builder exercises.
Additionally, each section begins with an “In Practice” summary which includes
practical use tips and solutions to common issues pertaining to the Summation
elements and tools featured.
Document Conventions
The following describes the conventions and instructions used throughout this
training manual.
Mouse Clicks: An instruction to “click” on an item refers to a single click of

the primary mouse button. (If your mouse is set for a right-handed user, the left
button is the primary mouse button; if it is set for a left-handed user, the right
button is primary.)
An instruction to “click and drag” means to click on the specified object and
while holding the primary mouse button down move the mouse pointer to the
point specified, then release the mouse button.
Shortcut Key Combinations: Shortcut key combinations refer to a series of

keystrokes used to execute a command. Instructions referring to a shortcut key
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2007 Software@Law, Inc. Introduction
Page 1
combination are displayed in 12pt Arial bold typeface and are separated by a
hyphen in the order they should be pressed (e.g., Ctrl-N). To use a shortcut key
combination, press and hold the first key then press the second key. For example:
Ctrl-P means to press the Ctrl key and while holding it down press the P key.
Menu Bar: An instruction to click on a menu is displayed in 12pt Arial bold

typeface and is denoted as “click on [menu name] on the menu bar.” An
instruction to select an option on a menu is denoted as “click on [menu
name] → [option] on the menu bar.” For example, the instruction to “click on
File → Print Preview on the menu bar” means to click on File on the menu
bar to display the file menu, then click on the Print Preview option.
An underlined letter on the menu bar or on a menu option indicates that you can
use a keyboard shortcut instead of your mouse to select the menu or option. The
instructions in this training manual illustrate these keystroke references. If the
underlined letter is referring to a menu, press the Alt key, then the underlined
letter for that menu. For example, to open the File menu press Alt-F. Once you
have opened a menu, you can release the Alt key and press the underlined letter
for the menu option you wish to select. For example, with the File menu open
press the letter V to execute the Print Preview command. Thus, the shortcut key
combination to use print preview is: Alt-F, V.
Command Buttons, Fields and Drop-down Lists: An instruction to click

on a command button, click in a field, or click on a drop-down list inside a dialog
box is displayed in 12pt Arial bold typeface.
Notes and Tips: Notes and tips are provided throughout this training manual.
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Introduction 2007 Software@Law, Inc.
Page 2
Section 1: Getting Started
This section contains the following lessons:
• Lesson 1: What is Summation?
• Lesson 2: Launching Summation
• Lesson 3: The Summation Environment
In Practice
In this section you will review the elements of a Summation case and become
familiarized with the Summation environment. The ability to confidently
navigate will play an important role in your use of Summation. Be sure to review
the About Layouts and Navigating in Summation section beginning on page 12.
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2007 Software@Law, Inc. Getting Started
Page 3
Lesson 1: What is Summation?
Lesson Objectives
• Overview Summation
• Understand the elements of a Summation case
Overview
Summation iBlaze is automated litigation support software used to organize
discovery and evidence in a litigation case. Summation’s integrated case
elements include transcripts, document databases, images, OCR base and access
to on-line repositories. Further, Summation provides the ability to annotate case
elements, track productions, create evidence links, create presentations from
images and organize case items.
Although Summation is known as “litigation support” software, its abilities go

beyond that of litigation. Many law firms and corporate legal departments use
Summation to organize other types of information collections, such as expert
witness deposition banks and brief banks.
The benefits of using Summation to organize data include:
• Quick retrieval of information
• Powerful search capabilities
• Data integration
• Data sharing
• Evidence linking
• Efficient management of discovery and evidence.
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Getting Started 2007 Software@Law, Inc.
Page 4
Elements of the Summation Case
Case
Explorer –
Holds Case
Elements
and Tools
Transcripts
Transcripts are located in the Transcripts folder and are indicated by the
icon in the Case Explorer. Summation’s transcript feature allows you to load
transcripts for full text searching, printing, excerpt printing and reporting.
Further, Summation’s flexible environment allows you to organize your
transcripts in folders (e.g., by witness type – expert witness, parties; by transcript
type – deposition, hearing).
Transcript Notes
Transcript notes are indicated by the icon in the Case Explorer. Transcript
notes are searchable annotations that can consist of excerpted testimony, your
comments or both. In addition to testimony and comments, annotations also
contain searchable fields, such as date, author, related issues and note categories
for organizational and searching purposes.
Core Database
The core database is indicated by the icon in the Case Explorer. The core
database is a searchable table consisting of structured information related to your
case documents. The records in the Summation core database are known as
“summaries.” Each summary represents a paper or electronic document and
includes fields of information such as date, author and related issues. Use the
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core database to organize and manage your case documents. From the core
database you can create reports, privilege logs, trial exhibit lists, etc.
eDocs and eMail
eDocs and eMail are fully searchable documents and e-mail which are produced
in native electronic format. eDocs and eMail are a part of the core database and
may also be accessed through the eDocs & eMail folder in the Case Explorer.
• eDocs, which are indicated by the icon in the Case Explorer, consist
of documents, such as word processing and spreadsheet files, produced
in native electronic format;
• eMail, which are indicated by the icon in the Case Explorer, consist
of e-mail produced in either Microsoft Outlook or Lotus Notes electronic
format;
• eMail Attachments, which are indicated by the icon in the Case

Explorer, consist of attachments to Microsoft Outlook or Lotus Notes e-
mail produced in electronic format.
Images
The image viewer is indicated by the icon in the Case Tools portion of the
Case Explorer. Images are non-searchable pictures of documents and are
connected to the document summaries. Images are created by scanning paper
documents into image format. Summation’s image capabilities include flexible
navigation, markup abilities, redaction tools and stamping tools.
OCR Base
OCR base is indicated by the icon in the Case Explorer. OCR base consists of
an image’s searchable “full text.” OCR, which stands for Optical Character
Recognition, is the process of a scanner interpreting the characters on an imaged
document as it is scanned to image format and converting it to searchable text.
OCR Base Notes
OCR base notes are indicated by the icon in the Case Explorer. OCR base
notes are searchable annotations that can consist of excerpted document text, your
comments or both. In addition to text and comments, annotations also contain
searchable fields, such as date, author and related issues for organizational and
searching purposes.
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Document Collections
Document collections are links to other databases, including Summation,

Microsoft Access or Microsoft SQL databases. These document collections allow
for sharing of data internally and with other parties and can be in the form of:
• Companion databases, which are indicated by the icon in the Case

Explorer, reside on your local computer or network;
• Remote databases, which are indicated by the icon in the Case

Explorer, reside outside of your local computer or network and are
accessed via a secure internet connection; and
• Briefcased documents, which are indicated by the icon in the Case

Explorer, are subsets of records from the core database, companion
databases or remote databases.
People
The people component is indicated by the icon in the Case Explorer. This
tool is a companion connection to a fully searchable table contained in your
Summation database used for tracking information about the cast of characters in
a case.
Chronology of Events
The Chronology of Events component is indicated by the icon in the Case

Explorer. This tool, like the people tool, is a companion connection to a fully
searchable table contained in your Summation database used for organizing
chronological facts in a case. The Chronology of Events table contains additional
tools, such as the ability to link event items to transcript testimony and core
database documents and to rate the effect of event items.
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Lesson 2: Launching Summation
The following steps may vary slightly depending upon the version of Windows
you are using. The steps below illustrate opening Summation using Windows XP
Professional.
To open Summation using the Windows taskbar:
• Click on Start → All Programs → Summation iBlaze Version

2.8 → Summation iBlaze Version 2.8 on the Windows taskbar.
To open Summation using the desktop icon:
• Double-click on the Summation icon on the Windows desktop:
*Note*
•When you launch Summation, it will open to

the last case you worked in. The very first
time you launch Summation, it will open to the
demonstration case, P. Franc v. K. Morris
(version 2.5).
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Lesson 3: The Summation Environment
Lesson Objectives
• Review the Welcome Page
• Review parts of the screen
• Review Navigating in Summation
The Welcome Page

The following Welcome Page will appear when you first launch Summation:
The Welcome Page contains:
• Links to Summation tools
• Links to the Guided Tour and Using iBlaze
• Link to Summation Tech Support
Tip
If you do not wish to see the Welcome Page upon launching Summation, click to
checkmark the Do not show the welcome page at startup checkbox in the
lower left-hand corner of the page. An information box will appear notifying you
that you can access the Welcome Page again through the Help menu.
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To close the Welcome Page:
• Click on the Close Window link in the lower right-hand corner of the
page.
Parts of the Screen

Summation’s flexible environment allows you to easily navigate through case
elements. The screen layout illustrated below reflects the layout you will see the
first time you open Summation. Additional layouts and navigation techniques
will be discussed throughout this training program.
Title Bar Menu Bar Toolbar
QuickSearch
Bar
Case
Explorer
Home Page
Item
Tabs
Figure 1
Status Bar
Item Description
Title Bar Displays program and case name
Menu Bar Contains available menus
Toolbar Contains shortcuts to available tools
QuickSearch Bar Enter word(s) or phrase(s) and generate QuickSearch
Case Explorer Contains case elements and tools
Home Page Contains links to program functions and web addresses
Item Tabs Displays open items
Status Bar Displays status of current Summation item
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About the case Explorer
Summation’s Case Explorer holds the case elements and provides quick access to
case tools such as the Case Organizer, RealTime, slideshows and saved searches.
The top portion of the Case Explorer holds the

searchable case elements. All folders in the top
portion of the Case Explorer except personal document
collections are public folders. Anyone who can open
the case will have access to the items in the top portion
of the Case Explorer except others’ personal document
collections. (Personal document collections are
available only in a network environment; document
collections are detailed in Working with Document
Collections, page 339.) Use the top portion of the Case
Explorer to organize and open case elements, and to
select case elements for searching.
The middle portion of the Case Explorer holds the

case tools, including the Case Organizer, RealTime,
item viewers and layouts. Items in the Case Tools
portion of the Case Explorer, except the Case
Organizer, are only available to the individual who
creates the items (e.g., saved searches and custom
layouts). Such items may be moved to the top portion
of the Case Explorer to make them available to anyone
who accesses the case.
Notes
•All items in the top portion of the Case Explorer except personal document
collections (detailed in Working with Document Collections, page 339) are public
items.
•All items added to the Case Tools portion of the Case Explorer except the Case
Organizer are personal items.
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About the Home Page
Summation’s Home Page contains links to commonly used case tools and web
links. Summation contains four pre-designed home pages: Attorney’s Home
Page, Attorney’s Quick Start Page, Case Manager’s Home Page and Data
Coder’s Home Page. In addition to using the built-in home page web links, you
can add your own commonly used links. Summation’s Home Page tool is
detailed in Customizing Summation, page 479.
About Layouts and Navigating in Summation

Understanding the “active window” (also referred to as the “window in focus”) is
the first step to successfully navigating Summation.
It is important to note that the Summation tools which are available through the
menus and toolbars will vary depending upon the active window. The active
window is the window containing the full color title bar; the title bar on all other
open windows will be faded. (For example, Home Page is the active window
shown in Figure 1, page 10; notice how the title bar on the Case Explorer window
is dimmed.)
Summation’s toolbar may appear on either one or two rows (see Figures 2 and 3,
below). The toolbar is divided into two parts: core tools and window-specific
tools. The buttons shown on the window-specific portion of the toolbar will
change depending upon the active window. For example, when the active
window contains a transcript, the Go To Page button will appear on the toolbar;
when the active window contains the core database, the Go To Summary button
will appear on the toolbar.
Active Window
Core Tools Specific Tools
Figure 2
Separator
Core Tools
Active Window Specific Tools
Figure 3
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Summation Layouts
A layout is the arrangement of

windows on your screen. In
other words, it is the way your Docked Explorer Layout
Summation desktop is
organized. You can choose to Floating
use one of Summation’s pre- Window
designed layouts or design your
own. You will work with
several layouts and navigate
Summation’s windows
throughout this training
program.
Summation gives you the

option to work in two types of
layouts: Docked Explorer
Layout (Figure 4) and All Tab Figure 4
Layout (Figure 5).
All Tab Layout
Docked Explorer Layout can
contain docked and floated
windows. A docked window is
anchored to the top, bottom,
left or right side of the screen.
A floated window remains on
top of all open windows and
can be resized and moved.
All Tab Layout contains one

main window which spans the
width of the screen and
displays tabs at the bottom of
the window for all open items. Figure 5
Summation provides three predefined screen organization layouts, Column and

Image, Docked Explorer, and Transcript and Image, which are Docked Explorer
layout types. You can also create custom layouts. You will learn to customize
layouts in Customizing Summation, page 479.
Unless specifically stated otherwise, the screenshots and instructions in this

training manual will be based on the Docked Explorer layout.
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To select a layout type:
• Click on the Layouts button drop-down arrow on the toolbar ( )

and select either Docked Explorer Layout or All Tab Layout from
the menu.
To select a docked explorer type layout:
• Click on the Layouts button drop-down arrow on the toolbar ( )

and select either Column and Image, Docked Explorer or
Transcript and Image from the menu; or
• Click on the Layouts folder expand icon ( ) in the Case Tools portion
of the Case Explorer and double-click to select either Column and
Image, Docked Explorer or Transcript and Image.
Layouts
Folder
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The following illustrates the predefined docked explorer type layouts:
Column and Image
Transcript and Image Docked Explorer
Figure 6
Tip
You can view any window in full screen mode by double-clicking on its title bar.
Double click on title bar again or press the Esc key to restore it to its previous
size and position.
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Opening and Navigating Items
You may have multiple items open in Summation at the same time. Open
Summation items by double-clicking on the item in the Case Explorer. A tab will
appear at the bottom of the screen for each open item (as shown in Figure 6, page
15). To work with an item, simply click on its tab and the item will become the
active window.
Important
If you are working in a Docked Explorer layout type the item windows will be
“docked” (anchored) in place. When an item window is moved by clicking and
dragging its title bar it becomes “undocked” (also referred to as “floating”). An
undocked/floating item will not have a tab at the bottom of the item window.
When an item window is undocked it will remain on top and possibly block the
view of other item windows. Rather than clicking and dragging the item window
back to its original location or closing and reopening the item you must reselect or
reset the layout as follows:
To reselect the Docked Explorer layout:

• Click on the Layouts button drop-down arrow on the toolbar
( ) and select Column and Image, Docked Explorer

Layout or Transcript and Image from the menu to return to
Docked Explorer layout; all item windows will remain open and
will be returned to their docked position.
To reset the layout:

• Click on the Layouts button drop-down arrow on the toolbar
( ) and select Reset Layout from the menu; the windows

will be reset to Docked Explorer layout and all item windows
will close except the Home Page.
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Section 3: Working with Transcripts and
Annotations
• Lesson 1: Managing Transcripts
• Lesson 2: Navigating the Transcript Window
• Lesson 3: Searching Transcripts
• Lesson 4: Printing Transcripts, Excerpts and Reports
• Lesson 5: Annotating Transcripts
• Lesson 6: Searching Transcript Annotations
• Lesson 7: Printing Annotations and Reports
In Practice
In this section you will learn all aspects of working with transcripts in
Summation, including loading, organizing, searching, annotating, producing
reports and extracting deposition designations.
The instructions provided for searching transcripts apply to searching all other
elements of a Summation case. Once you have mastered the core searching
techniques in one element of Summation, you have mastered the core searching
techniques in all elements of Summation.
Important note about searching in Summation: The search results display will be
determined by the active window when the search is executed. If the item
window is active (see Searching Using the Transcript Window, page 45) the
results will be displayed in the item window; if the Case Explorer is the active
window (see Searching Using the Case Explorer, page 47) the results will appear
in search results outline view which provides a summary of the search results and
links to the location of the hits. This holds true for searching all elements of
Summation.
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2007 Software@Law, Inc. Working with Transcripts and Annotations
Page 29
Lesson 1: Managing Transcripts
Lesson Objectives
• Load transcripts
• Remove transcripts
• Manage Transcript Folders
All transcripts loaded in a Summation case will appear in the top portion of the
Case Explorer in the Transcripts folder. You may also create custom transcript
folders for organizational purposes.
Transcripts
Folder
Transcripts
Loading Transcripts
Transcripts can be in Amicus, Summation, ASCII text or SBF format for loading
in Summation. You can load single or multiple transcripts using Summation’s
load tool, or load transcripts one at a time using the drag and drop method.
Transcripts in SBF format (transcripts created by a court reporter using the
Summation TranSendCRPlus software) can be loaded one at a time or multiple
transcripts at a time and may also include video and links to exhibits.
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Loading Transcripts Using the Load Tool
To load a transcript using the load tool:
1. With a transcript window or the Case Explorer open and active,

click on File → Load Transcript on the menu bar.
The following Load Transcript dialog box will appear:
2. Use one of the following methods to locate the transcript:
• If the transcript is saved on a floppy diskette in drive A:,

click on the A: button ( ) and proceed to step 4,
below; or
• If the transcript is not saved on a floppy diskette in drive

A:, click on the Browse button ( ).
The following Choose a Directory dialog box will appear:
3. Use the Directories and Drives navigational fields to path to the

folder where the transcript is saved and click on the OK button
( ).
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You will be returned to the Load Transcript dialog box and the
documents in the selected location will appear in the Files field.
The following table describes the remaining options in the Load

Transcript dialog box:
Item Description
Copy Options Rename: Renames the original filename (this is not the name that
will appear in the Case Explorer; it is the Windows filename)
Copy All: Copies all files listed in the Files field
Convert: Converts transcripts on MS-DOS format to Windows
ANSI format
Description Use Filename: Uses the Windows filename as the transcript
description
Ask me: Prompts you to enter a description during the load process
(The description is the name that will appear in the Case Explorer.)
TranForm Use TranForm: Prepares transcript format for Summation import
Copy: Begins the load process
Close: Closes the Load Transcript dialog box
4. Click to checkmark the Copy All checkbox to load all files in the
Files list or hold down the Ctrl key and click to select individual
transcripts in the Files list.
5. Complete the load transcript selections using the options described

above.
6. Click on the Copy button ( ).
• If you selected the Use Filename option in the

Description section of the Load Transcript dialog box,
proceed to Step 7.
• If you selected the Ask me option, follow the sub-steps

directly below.
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Lesson 3: Searching Transcripts
Lesson Objectives
• QuickSearch transcripts
• Generate compound searches in transcripts
• Generate vocabulary searches in transcripts
• Generate fuzzy searches in transcripts
QuickSearching Transcripts
You can search an individual transcript or multiple transcripts simultaneously.
When you search a single transcript, you can choose to view the results in either
the transcript window or in outline view; when you search multiple transcripts, the
search results will appear in outline view.
If the transcript window is the active window when a search is executed, the
results will be displayed in the transcript window. (See, Searching Using the
Transcript Window, below.) You can search only one transcript at a time and
review the results in the transcript window.
If the Case Explorer is the active window (with the appropriate transcript(s)
checkmarked) when a search is executed, the results will be displayed in outline
view. (See, Searching Using the Case Explorer, page 47.) You can search
multiple transcripts using the Case Explorer method.
Tip
A QuickSearch will search for whole words or phrases. To search for partial
words or phrases use the asterisk (*) wildcard in your search terms. The *
wildcard may be placed at the beginning or end of a search term and will search
for any number of unknown characters (e.g., accident* will find: accident,
accidents, accidental and accidentally; *lying will find: lying, flying, implying
and underlying).
Searching Using the Transcript Window
Use the transcript window to search a single transcript at a time and review the
results in the transcript window.
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To search using the transcript window:
1. Open the transcript you wish to search.
The transcript window will be the active window.
2. Click in the QuickSearch box on the QuickSearch bar.
QuickSearch
Box
3. Type the word or phrase you wish to search for, using the *
wildcard where necessary.
4. Press the Enter key or click on the Search button ( ) on

the QuickSearch bar.
Your insertion point will be moved to the first occurrence of the

search criteria and the hit will be selected.
5. Continue pressing the Enter key or clicking on the Search button

( ) to move to the subsequent occurrences of the search
criteria.
Once you have reached the last occurrence in the transcript, the
following prompt will appear:
6. Click on the Yes button ( ) to continue the search from the

top of the transcript; click on the No button ( ) to conclude
the search.
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Creating Designations
Transcript designations are produced by creating an annotation and using a
designation in the issues field. Before you create transcript designations, you
must first set up the designations (e.g., plaintiff’s designations, defendant’s
designations).
To set up transcript designations:
1. With a transcript window or note tablet open and active, click on

Notes → Designations → Setup Designations on the menu
bar.
The following Setup Designations dialog box will appear:
2. Click on the New button ( ).
The Issues look-up table will open and the New Entry for Issues
dialog box will appear as follows:
3. Type the shortcut for the designation in the Shortcut field.
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4. Type the designation description in the Issue field.
5. Click on the Save button ( ).
6. Repeat steps 3 through 5, above, for each designation you wish to

add.
7. Click on the Close button ( ) on the New Entry for Issues dialog
box title bar to display the Designations table.
8. Scroll through the list and click to select each designation.
9. Click on the OK button ( ) to return to the Setup Designations

dialog box.
Your designations will now be listed in the Setup Designations

dialog box.
10. Click to select the designation and click on the Color button
( ) to color code the designation.
The following Color dialog box will open:
11. Click to select the color you wish to associate with the designation.
12. Click on the OK button ( ) to return to the Setup

Designations dialog box.
13. Repeat steps 10 through 12 for each designation.
14. Click to checkmark the Use Designation icon in transcripts

checkbox if you prefer to view the designation icon (which appears
as a standard note with a neon green background) instead of the
standard note type icon in the transcript margin.
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15. Click on the OK button ( ) to close the Setup Designations
dialog box.
To create transcript designations:
1. Select the text in the page and line range you wish to designate.
2. Double-click in the left margin next to the selected text range or

press the Ctrl-A shortcut key combination.
The Note Tablet will open with the transcript name and page and
line range in the title bar as shown in the example below.
Title Bar
3. Click on the Lookup button ( ) to open the Issues table and

select the appropriate designation or type the designation shortcut.
4. Click on the Close button ( ).
The Save Note dialog box may appear as follows:
5. Click to checkmark the Do not Prompt to Close Note. Save

Automatically checkbox if you do not wish to see this prompt in
the future.
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Working with Transcripts and Annotations:
Skills Builder
In this exercise you will:
9 Load a transcript
9 Create a transcript folder
9 Copy a transcript to a folder
9 Use multiple methods to search transcripts
9 Print a transcript excerpt
9 Create transcript annotations
9 Use multiple methods to search transcript annotations.
1. If it is not already open, open the [Your First and Last Name]
v Bad Guy case.
2. Load and blaze the three transcripts (COTA.TXT, GREEN1.TXT

and GREEN2.TXT) saved on the cd in the Transcripts folder
and create the following descriptions:
Filename Description
COTA.TXT COTA, PHILLIP J
GREEN1.TXT GREEN, ANN - VOL 1
GREEN2.TXT GREEN, ANN - VOL 2
Reference: Loading Transcripts Using the Load Tool, page

31.
3. Open the Cota, Phillip J transcript.
Reference: Opening Transcripts, page 42.
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4. When you generate a transcript search, what window should be
active if you want to review search results in the transcript
window?
Reference: QuickSearching Transcripts, page 45.
5. When you generate a transcript search, what window should be

active if you want to review the search results in outline view?
6. Search the Cota, Phillip J. transcript for the term accident so

the search results can be reviewed in the transcript window.
Reference: Searching Using the Transcript Window, page

46.
7. Can you simultaneously search multiple transcripts and review the

results in the transcript window?
8. Search all transcripts using the * wildcard for fire*.
Reference: Searching Transcripts Using the Case

Explorer, page 47.
9. Search all transcripts for the terms procedures and fire* so the
search results can be reviewed in outline view.
Reference: Compound Searching Using the Case Explorer,

page 51.
10. Search all transcripts for the terms Presley and fire*. How many
hits did you get?
11. Change the AND proximity to 15 and search all transcripts again
for the terms Presley and fire*. How many hits did you get?
Reference: Defining Search Settings, page 49.
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12. Change the AND proximity back to 5.
13. Search all transcripts containing the words fire and either Joy or
Andersonny (the results must contain fire* and must contain
either Joy or Andersonnny). How many hits did you get?
Reference: Complex Compound Searching, page 53.
14. Fuzzy search all transcripts for the name Lovel.
Reference: Fuzzy Searching, page 56.
15. Open the Green, Ann – Vol 1 transcript; go to page 33; select
lines 10 through 15 and print the transcript excerpt.
Reference: Printing Transcript Excerpts, page 61.
16. Open the Green, Ann – Vol 2 transcript and search for fire* and
procedures using the transcript window. For the first three hits,
copy the question and answer testimony into a transcript
annotation. Create and assign the issue Plaintiff Actions.
Reference: Creating Transcript Annotations, page 65, and

Adding Data to the Issues Look-up Table, page 67.
17. Open the P. Franc v. K. Morris (Version 2.5) demonstration

case.
18. Use the note tablet view to search for all transcript annotations
containing the word elevation in the body.
Reference: QuickSearching Annotations Using Note Tablet

View, page 74.
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Section 4: Working with the Core
Database
• Lesson 1: Navigating the Core Database
• Lesson 2: Adding and Editing Items in the Core Database
• Lesson 3: Loading eDocs and eMail
• Lesson 4: Searching the Core Database
• Lesson 5: Printing Core Database Summaries and Reports
• Lesson 6: Core Database Utilities
In Practice
The Core Database houses the case’s document index and may be used to hold
both objective and subjective data about the documents – whether they are in
paper or electronic form. Prior to adding data to the Core Database you should
determine your goal in creating the database. In addition to managing documents
and searching data, will you use the data for other purposes such as generating
privilege logs and trial exhibit lists or sharing data with parties outside of your
firm?
It is a good practice to create a coding manual to establish the policies and

procedures for entering and maintaining data in the Core Database. Following
consistent coding rules during data entry creates a structured and consistent
database. A coding manual template is provided for your use on the cd attached
to the inside back cover of this training manual.
The Core Database can be populated with data a number of ways:

(1) The data is typed;
(2) The data is populated via the e-discovery tools;
(3) The data is populated via a Summation load file (.dii file); and/or
(4) The data is imported.
In this section you will learn how to: type the data into the database; use the
electronic discovery tools; and use a Summation load file. Data importing is not
addressed in this training manual; however, the Summation On-Line Help system
provides step-by-step instructions.
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To sort in form view:
1. Open the core database in form view.
2. Click in the field you wish to sort by.
3. Click on Field → Sort by [field name] on the menu bar.
The database will be sorted by the selected field in ascending

alphanumeric order.
Setting the Sort Order
You can set the default sort order for search results in column view or form view.
The sort order will remain as selected until you change it again.
To set the search results sort order for column view and form view:
1. Open the core database in column view or form view.
2. Click on the Sort Order button ( ) on the toolbar.
The following Core Database Query dialog box will open to the
Sort Order tab:
3. Click to select the field you wish to sort by in the Field List.
4. Click on the right-arrow button ( ) to add the selected field to

the Sort By list.
5. Click on the Descending button ( ) next to the field in the Sort

By list if you wish to sort the field in descending order.
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6. Click on the Exploded Sort button ( ) next to the field in the
Sort By list if it is a multi-entry field you wish to perform an
exploded sort on.
7. Repeat steps 3 through 6 for each field you wish to sort by, placing
them in the desired sort order precedence from top to bottom.
8. Click on the OK button ( ) to set the sort order and close the
dialog box.
Tallying Data
Summation’s tally feature will list each value in a column and display the number
of times the value appears in that column in the database. This is particularly
useful for catching spelling errors and inconsistent data entry.
To tally a column:
1. Open the core database in column view.
2. Click on the column heading (field name) you wish to tally.
A context menu will appear.
3. Click on the Tally option.
The database will be sorted in ascending alphanumeric order by the

tallied field and the tally list will appear containing the values for
the selected field as shown in the example below. If you tally a
multi-entry field the database will be sorted as an exploded sort,
which means a summary will appear for each entry in the multi-
entry field. In other words, if a summary contains three entries in
the multi-entry sort field, the summary will appear in the column
view three times – once for each entry.
4. Click on an entry in the tally list to position your insertion point at

the first summary containing that value in the database.
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Lesson 3: Loading eDocs and eMail
Lesson Objectives
• Add the eDocs and eMail folder to the Case Explorer
• Load eDocs and eMail using the eDiscovery Console
• Load eDocs and eMail using a Summation load file (.dii)
• View eDocs and eMail
eDocs are evidentiary documents that have been produced in native electronic
format, such as word processing files and spreadsheets. Once eDocs are loaded
into Summation, they are fully searchable and can be viewed using the eDocs
viewer.
eMail are e-mail and their attachments which have been produced in native
electronic format. Once eMail and eMail Attachments are loaded into
Summation, they are fully searchable and can be viewed using the eDocs viewer.
Supported e-mail formats are Microsoft Outlook and Lotus Notes.
Once loaded into Summation, the text of eDocs, eMail and eMail attachments are
fully viewable and searchable and the Media field of the core database is
populated with the proper media type (eDoc, eMail or Attachment).
Additionally, the fielded text of eMail (e.g., to, from, subject, body) is populated
into corresponding fields in the core database. (This applies to eMail only as
eDocs and eMail Attachments do not consist of standard fields of information
and, therefore, cannot be populated into core database fields.)
eDocs and eMail can be loaded using Summation’s eDiscovery Console or by a

Summation load file (.dii file; also referred to as an “e-dii” file). The Summation
load file is a Windows file that ends with the “.dii” extension and is created by an
electronic discovery vendor.
Important
You should check all electronic files for viruses prior to loading.
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Note
Summation load files are also used to connect images to a Summation database.
If your load file contains both electronic discovery and images, the images must
be copied to the proper image location. (Instructions related to loading images
with a .dii file are detailed in Loading Images Using a Load File, page 217.)
Tip
If your database already contains data it is a good practice to back-up your
database prior to loading electronic discovery (see, Backing Up the Database,
page 199).
Adding the eDocs and eMail Folder

When eDocs and eMail are loaded, they reside in the core database. They may
also be accessed through the eDocs & eMail folder in the Case Explorer.
If you did not checkmark the Use the E-Form for eDocs & eMail option
when you created the case (see Creating Cases, page 18), you must (1) add the
eDocs and eMail folder, and (2) select the E-form prior to loading eDocs.
To add the eDocs and eMail folder:
1. Right-click on the case name in the Case Explorer.
Case Name
2. Select the Create New → Folder option from the context menu.
The Create New Tree Item dialog box will appear as follows:
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Working with the Core Database 2007 Software@Law, Inc.
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Section 5: Working with Images
• Lesson 1: Loading Images
• Lesson 2: Viewing Images
• Lesson 3: Marking Up Images
• Lesson 4: Printing Images
In Practice
In this section you will learn how to load and work with images in a Summation
database. Images are connected to their corresponding summaries in the Core
Database. While you do not have to have images in order to use the Core
Database, it is an added benefit. Adding images to your Summation database
allows you to: (1) have a pristine set of your paper documents; (2) create mark-
ups and redactions; and (3) use the production set (page 300) and briefcase (page
360) tools to share data with parties outside of your firm.
Prior to having your documents imaged you should decide upon and discuss the
following with your imaging vendor:
• Document numbering scheme

• Document unitization (physical or logical document breaks)
• Image format (e.g., multi-page tiff, single-page tiff, pdf)
Additionally, you may request that your vendor provide ocrBase (detailed in
Working with OCR Base, page 247) and/or coded data that can be loaded along
with the images in the Summation load file.
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2007 Software@Law, Inc. Working with Images
Page 215
Lesson 1: Loading Images
Lesson Objectives
• Check the network status
• Load a batch of images using a load file
• Load single images using the drag and drop method
No other people may be working in the database when the database images are
being loaded. Prior to loading images you should check the network status to
determine if anyone else is currently working in the database.
Tip
If your database already contains data it is a good practice to back-up your
database prior to loading images (see, Backing Up the Database, page 199).
Checking the Network Status

To check the network status:
1. With the Case Explorer window open and active, click on File →
Net Status on the menu bar.
The following Summation Net Status Log dialog box will appear
and display a list of all people currently using Summation and
which case they are working in (you may need to resize the
columns in the dialog box in order to see the database names):
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2. Click on the OK button ( ).
Loading Images Using a Load File

Use the Summation load file tool to load multiple images at once. The load file
(also referred to as a “dii” file) is a Windows file that ends with the “.dii”
extension and is created by your imaging vendor. The load file connects the
images to the core database summaries and tells Summation where the case’s
images are stored. Summation accepts .tif, .bmp, .pdf and .jpg image file types.
(Summation load files can also be used to load edocs & e-mail. Instructions
related to loading edocs & e-mail with a .dii file are detailed in Loading eDocs &
eMail Using a Load File, page 144.)
Prior to loading images into a Summation case, you must copy them to the
location from which they will be read unless you intend to read them directly
from the cd.
To determine image location:
1. Click on Case → Tools → View case details on the menu

bar.
The following Print or Write Case Information dialog box will

appear:
Case
Detail
2. Click on the Case Detail checkbox under Case Name.
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Section 7: Working with Production Sets
• Lesson 1: Creating Production Sets
• Lesson 2: Retrieving Production Sets
• Lesson 3: Reviewing Production History
• Lesson 4: Creating eMail Production Sets
In Practice
In this section you will learn how to create and manage production sets in
Summation. Production sets can be used for many purposes, including tracking
discovery production, tracking documents provided to expert witnesses, creating
and stamping document numbers on images and creating document sets for
sharing with parties outside of your firm.
If you wish to create a production set of electronic discovery in an image format

you must first “petrify” the eDocs and eMail. Contact your Summation sales
representative for further information on Summation’s Petrification Toolset.
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2007 Software@Law, Inc. Working with Production Sets
Page 299
Lesson 1: Creating Production Sets
Lesson Objectives
• Create production sets
• Briefcasing production sets
Use Summation’s production tools to track document production history. The

production tools provide a history of all document productions in your
Summation case. You may generate a report of all productions, retrieve an
individual production set at any time and review the production history of a
particular document.
When you create a production set, a production number (referred to as the

“prodno”) will be assigned to each document. You may use this number simply
as a tracking number for production purposes or you may take it one step further
to create a briefcase and assign the production number as the new docid. This
will not affect the docid in your core database – only the docid in the briefcased
set of documents. You will learn more about briefcase document collections in
Working with Briefcases, page 359.
Prior to creating a production set, you must select the summaries from which you
wish to create the production set in either column view or form view. If you
intend to briefcase the production set and stamp the prodno (production number)
onto the image as a new docid, you should first set up the stamp options (see
Stamping Images, page 233).
To select summaries in either column view or form view:
1. Open the core database in column view or form view.
2. Do one of the following to select summaries:
• To select all summaries, click on Search → Retrieve All

Summaries on the menu bar, click on the Retrieve All
button ( ) on the QuickSearch bar or press the
Shift-F4 shortcut key combination;
• Generate a search resulting in the summaries you wish to

print (see Searching the Core Database, page 109);
• Mark the summaries you wish to print.
3. With the core database window open and active, click on

Summary → Production Tools → Make a Production set
on the menu bar.
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The following Make a Production Set dialog box will appear:
4. Click on the Set Production Numbers button ( ).
• If a production set has already been created in the current

database, the following dialog box will appear:
Click on the Yes button ( ) to clear out the previous

production numbers (Prodno field) and start a new production
set.
The following prompt will appear:
(While this is an alarming prompt, you can retrieve the

production number (Prodno) from a previously created
production set at any time; thus, you are not permanently
overwriting any data. The Prodno is the current production
number assigned by using the production tools. Most of the
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Page 496
Index
Organizing fields......................................... 390–91
Sorting............................................................... 390
A Column
Heading (label).................................................. 194
Companion databases ................................................. 7
Annotations...................................................See Notes
About ................................................................ 340
Connecting to .............................................. 341–43
Editing summaries....................................... 348–50
B Navigating................................................... 344–45
Opening....................................................... 343–44
Backup Searching - using column view ................... 345–46
Core database.....................................198, 199–200 Searching - using the case explorer............. 346–48
OCR Base ..........................................................294 Sorting............................................................... 345
Blaze Connectors......... 53, 157, 162, 171, 273, 278, 331, 333
Core database.........................................198, 203–4 Control list.............................................................. 248
Briefcases....................................................................7 Core database ......................................................... 5–6
About .................................................................359 Adding summaries ...................................... 109–12
Creating .......................................................360–63 Adding summaries - column view............... 109–11
Navigating ...................................................363–65 Adding summaries - form view................... 111–12
Opening .............................................................364 Backup .............................................. 198, 199–200
Searching - using column view....................365–66 Blaze ..................................................... 198, 203–4
Searching - using the case explorer..............366–68 Check ................................................ 198, 200–201
Browser briefcase Editing......................................................... 109–19
Creating .......................................................368–70 Editing summaries....................................... 113–17
Opening and navigating...............................370–71 Editing summaries - column view............... 115–16
Burning in redactions and stamps .....................240–41 Editing summaries - form view................... 116–17
Evidence links............................................. 454–57
Navigating............................................. 97, 98–108
C Navigating in column view ............................... 100
Navigating in form view ............................... 104–5
Opening....................................................... 98–105
Case elements .........................................................5–7
Opening in column view ..................................... 99
Case Explorer
Opening in form view ................................... 103–4
About ...................................................................11
Organizing fields........................................... 101–2
Case organizer
Pack....................................................... 198, 202–3
About .................................................................466
Print format ................................................. 188–93
Adding data .................................................467–73
Printing........................................................ 186–97
Editing data..................................................473–75
Printing search results reports ..................... 194–97
Formatting data............................................474–75
Printing summaries ..................................... 186–93
Navigating ...................................................466–67
Restore .................................................. 198, 204–6
Opening .......................................................466–67
Search sort order ............................................... 108
Sorting ...............................................................475
Searching .................................................... 109–83
Categories .................................................See Tagging
Searching - complex compound ........................ 162
Check
Searching - compound................................. 156–62
Core database.....................................198, 200–201
Searching - compound using column and form
Network status136, 198–99, 216–17, 248–49, 248–
view ....................................................... 157–58
49, 411–12, 425
Searching - compound using the case explorer 158–
OCR Base ....................................................294–95
62
Checking network status ...... 216–17, 216–17, 198–99,
Searching - context menu............................ 162–69
216–17, 248–49, 216–17, 216–17, 216–17
Searching - near values ............................... 181–84
Chronology of events
Searching - setup search.............................. 162–65
Editing summaries .......................................392–94
Searching - vocabulary................................ 169–70
Searching - using column view..........................397
Selecting summaries to print ....................... 187–88
Searching - using the case explorer..............398–99
Sorting........................................................... 105–8
Chronology of events table
Sorting - simple sort ...................................... 105–6
Adding summaries .............................................392
Sorting - tally .........................106–8, 106–8, 106–8
Navigating ...................................................389–90
Spell check .................................................. 130–29
Opening .......................................................388–89
Utilities...................................................... 198–206
©
2007 Software@Law, Inc. Index
Page i
Creating briefcases............................................360–63 Editing - deleting fields................................410–24
Creating cases ............................................... 17, 18–20 Editing - formatting field styles ...................416–23
Creating production sets ......................... 299, 300–306 Editing - moving fields ................................423–24
Editing - resizing fields..................................... 423
E-form........................................................404, 406
D E-review form................................................... 407
E-standard form ................................................ 408
Form editor ..................................................412–13
Deleting cases ............................................... 17, 23–24
Review form ..............................................404, 410
Designations
Selecting ....................................................403, 405
Creating ...............................................................65
Standard form ........................................404, 406–9
Printing ..........................................................89–92
Fuzzy searching
Dii file........................... 144–47, 217–20, 248, 217–20
Transcripts .................................................... 56–60
Document collections .................................................7
Fuzzy setting
Briefcases ......................................................7, 339
OCR Base ......................................................... 284
Companion databases ....................................7, 339
Transcripts .......................................................... 57
Remote databases ..........................................7, 339
E H
Home page ............................................................. 479
eDiscovery
About .......................................................... 12, 480
Loading with a dii file .................................144–47
Adding links.................................................483–85
Processing.................................................... 135–38
Customizing.................................................482–85
Editing
Default .........................................................482–83
Core database summaries ............................113–17
Navigating......................................................... 482
Forms...........................................................410–24
Opening ............................................................ 481
Remote database summaries........................356–58
eDocs ..........................................................................6
Loading........................................................134–41
Loading with a dii file .................................144–47 I
eMail...........................................................................6
Loading........................................................141–44 Images.................................................................... 5–6
Loading with a dii file .................................144–47 Attaching to transcript notes ........................447–49
Production sets ............................................316–18 Evidence links..............................................457–65
eMail attachments.......................................................6 Layouts ........................................................226–27
Evidence linking Loading........................................................216–22
Core database ..............................................454–57 Loading - checking network status216–17, 216–17,
Images .........................................................457–65 216–17, 216–17, 216–17, 216–17
Transcripts...................................................450–54 Loading - dii file ............................217–20, 217–20
Loading - drag and drop...............................220–22
Marking-up ..................................................229–41
F Marking-up - adding ....................................229–30
Marking-up - deleting ..................................230–33
Marking-up - editing....................................230–33
Family summaries............................... 120–22, 183–84
Marking-up - redacting ................................237–40
Field
Marking-up - stamping ................................233–37
Heading (label) ..................................................194
Navigating....................................................224–25
Find note.............................................................78–80
Opening .......................................................223–24
Folders ...................................................... See Tagging
Printing ........................................................241–42
Forms
Redacting .....................................................237–40
About.................................................................404
Redactions - burn in.....................................240–41
Creating ............................................... 403, 425–37
Stamping ......................................................233–37
Creating - adding fields ............................... 428–30
Stamps - burn in...........................................240–41
Creating - formatting field styles.................430–36
Integrated searching ..........................................442–43
Creating - look-up tables .............................433–36
Creating - moving fields ....................................437
Creating - resizing fields..............................436–37
Creating new forms .....................................426–28 L
Customizing ................................................410–24
Editing .........................................................410–24 Launching Summation ............................................... 8
Editing - adding fields ................................. 414–16 Layouts
©
Index 2007 Software@Law, Inc.
Page ii
About .............................................................12–15 About ............................................................ 12–15
All tab ..................................................................13 Briefcases.................................................... 363–65
Arranging windows .....................................493–94 Case organizer............................................. 466–67
Column and image.......................................226–27 Companion databases.................................. 344–45
Customizing.................................................493–95 Core database .............................................. 98–108
Docked explorer ..................................................13 Core database column view............................... 100
Opening .............................................................495 Core database form view............................... 104–5
Saving ................................................................494 Home pages....................................................... 482
Transcript and image .........................................226 Images......................................................... 224–25
Loading OCR Base ................................................... 252–55
eDocs ...........................................................134–41 Pleadings........................................................... 328
Images .........................................................216–22 Remote databases........................................ 352–53
Images - dii file............................................217–20 Transcript notes................................................... 73
Images - drag and drop ................................220–22 Transcripts .................................................... 42–44
OCR Base - attach document method ................248 Near values
OCR Base - control list......................................248 Finding ........................................................ 181–84
OCR Base - dii file ......................................248–52 Network status
OCR Base - full text method..............................248 Check . 248–49, 216–17, 198–99, 136, 411–12, 425
Pleadings..............................................323, 324–27 Notes
Lookup table Attaching images......................................... 447–49
Issues .............................................................67–68 OCR Base ............................................................. 6
Look-up table Transcript .................................................. 5, 65–92
Issues .............................................................25–26 Transcript - marking...................................... 81–82
Names ............................................................25–26 Transcript - printing ...................................... 81–92
Look-up table Transcript - printing search results reports.... 83–85
Adding data .................................................113–14
Look-up table
Names ................................................................113 O
Look-up table
Issues .................................................................113
OCR
Look-up table
Creating ............................................................ 263
Privlge ...............................................................113
OCR Base................................................................... 6
Look-up table
Backup .............................................................. 294
Doctype..............................................................113
Check .......................................................... 294–95
Look-up table
Fuzzy setting ..................................................... 284
Prprtie ................................................................113
Loading - attach document method ................... 248
Look-up table
Loading - control list......................................... 248
Names ................................................................118
Loading - dii file ......................................... 248–52
Look-up table
Loading - full text method................................. 248
Issues .................................................................118
Navigating................................................... 252–55
Look-up table
Opening....................................................... 265–66
Privlge ...............................................................118
Printing search results reports ..................... 291–93
Look-up table
Search settings ............................................ 272–74
Doctype..............................................................118
Searching - compound searching using the case
Look-up table
explorer.................................................. 276–78
Prprtie ................................................................118
Searching - fuzzy searching using the OCR base
Look-up table
window .................................................. 285–87
Adding data .................................................118–20
Searching - search settings .......................... 272–74
Look-up table
Searching - using the case explorer............. 270–72
Connecting to field ......................................420–23
Searching - vocabulary searchinig using the OCR
base window .......................................... 279–80
OCR Base annotations..................See OCR Base notes
M OCR Base notes ......................................................... 6
Opening briefcases ................................................. 364
Marking Opening cases........................................................... 22
Transcript notes .............................................81–82 Opening companion databases ......................... 343–44
Opening home pages .............................................. 481
Opening images................................................ 223–24
N Opening OCR Base .......................................... 265–66
Opening remote databases...................................... 352
Opening the case organizer .............................. 466–67
Navigating
Opening the core database................................ 98–105
©
Page iii
Opening the form editor....................................412–13
Opening transcripts.............................................42–43
Q
Organizing fields ................................................101–2
Overview ................................................................4–7 QuickSearching...................................... See Searching
P R
Pack Redacting images ..............................................237–40
Core database ........................................ 198, 202–3 Redactions
Parts of the screen...............................................10–15 Burning in ....................................................240–41
Case Explorer ................................................10, 11 Related summaries ..........................................120, 183
Home page.....................................................10, 12 Remote databases ....................................................... 7
Layouts ..........................................................12–15 About ................................................................ 351
Menu bar .............................................................10 Editing summaries .......................................356–58
QuickSearch bar ..................................................10 Navigating....................................................352–53
Toolbar ..........................................................10, 12 Opening ............................................................ 352
Window tabs........................................................10 Searching - using column view......................... 354
People table Searching - using the case explorer..............354–56
Adding summaries.......................................380–81 Renaming cases........................................................ 21
Editing summaries .............................................381 Restore
Navigating ................................................... 377–78 Core database.........................................198, 204–6
Opening .......................................................376–77
Organizing fields .........................................378–79
Searching - using the case explorer .............384–85 S
Sorting ...............................................................378
Pleadings Search operators..............................171, 172, 179, 180
Folder ..........................................................324–27 Searching
Incrementally blazing ........................................327 Briefcases - using column view ...................365–66
Loading................................................ 323, 324–27 Briefcases - using the case explorer .............366–68
Managing..................................................... 324–27 Companion databases - using column view .345–46
Navigating .........................................................328 Core database...............................................109–83
Searching.....................................................329–36 Core database - complex compound ................. 162
Searching - search settings ..........................331–32 Core database - compound...........................156–62
Searching - using the case explorer .............329–30 Core database - compound searching using column
Searching - vocabulary ................................333–36 and form view.........................................157–58
Printing Core database - compound searching using the case
Core database ..............................................186–97 explorer...................................................158–62
Core database format ...................................188–93 Core database - context menu ......................162–69
Core database search results reports .... 186, 194–97 Core database - near values..........................181–84
Core database summaries ............................186–93 Core database - setup search ........................162–65
Images .........................................................241–42 Core database - using context menus ...........162–69
OCR Base search results reports..................291–93 Core database - viewing family summaries .183–84
Search results reports...................................444–46 Core database - vocabulary ..........................169–70
Transcript cites ..............................................86–89 Integrated .............................................441, 442–43
Transcript designations..................................89–92 Multiple case elements.................................442–43
Transcript notes .............................................81–92 OCR Base - compound searching using the case
Transcript notes search results reports...........83–85 explorer...................................................276–78
Transcript search results reports ....................62–64 OCR Base - fuzzy searching using the OCR base
Transcripts...........................................................61 window ...................................................285–87
Transcripts, excerpts and reports ...................61–64 OCR Base - search settings..........................272–74
Production sets OCR Base - using the case explorer.............270–72
Creating ............................................. 299, 300–306 OCR Base - vocabulary searching using the OCR
eMail ...........................................................316–18 base window ...........................................279–80
History.........................................................312–15 Pleadings......................................................329–36
Reports ........................................................309–11 Pleadings - using the case explorer ..............329–30
Retrieving ..........................................................308 Pleadings - vocabulary.................................333–36
Remote databases - using column view ............ 354
Remote databases - using the case explorer .354–56
Transcript notes............................................. 74–80
©
Index 2007 Software@Law, Inc.
Page iv
Transcript notes - compound ...............................74 Opening............................................................... 65
Transcript notes - using case explorer............76–78 Printing.......................................................... 81–92
Transcript notes - using find note ..................78–80 Printing search results reports ....................... 83–85
Transcript notes - using note tablet view .......74–75 Search results reports .............................. 78, 83–85
Transcripts .....................................................45–60 Searching ................................................ 65, 74–80
Transcripts - compound .................................48–52 Searching - compound......................................... 74
Transcripts - compound searching using the Searching - using case the explorer............... 76–78
transcript window .....................................50–51 Searching - using find note ........................... 78–80
Transcripts - fuzzy searching .........................56–60 Searching - using note tablet view ................ 74–75
Transcripts - search settings...........................49–50 Transcripts.................................................................. 5
Transcripts - using the transcript window......45–46 Annotations ............................. See Transcript notes
Setup search ......................................................162–65 Deleting............................................................... 30
Sort Evidence links............................................. 450–54
Case organizer ...................................................475 Folders .................................................... 30, 38–41
Companion databases ........................................345 Folders - copying transcripts to..................... 40–41
Core database.................................................105–8 Folders - moving ................................................. 40
Core database - search sort order .......................108 Fuzzy searching ............................................ 56–60
Core database - simple sort ............................105–6 Fuzzy setting ....................................................... 57
Core database - tally .............. 106–8, 106–8, 106–8 Loading ............................................................... 30
Spell check........................................................130–29 Managing ................................................ 29, 30–41
Stamping images...............................................233–37 Navigating..................................................... 42–44
Stamps Notes ............................................................. 65–92
Burning in....................................................240–41 Printing................................................................ 61
Summation environment .......................................9–15 Printing search results reports ....................... 62–64
Parts of the screen..........................................10–15 Removing............................................................ 30
Welcome page .................................................9–10 Search results reports ........................ 48, 52, 56, 60
Searching ...................................................... 45–60
Searching - compound................................... 48–52
T Searching - compound searching using the
transcript window .................................... 50–51
Searching - fuzzy .......................................... 56–60
Tagging .............................................................124–29
Searching - search settings ............................ 49–50
Setting up...........................................................127
Searching - using the transcript window ....... 45–46
Tag view ............................................................126
Tagging summaries............................................129
Tally............................................ 106–8, 106–8, 106–8
Toolbar U
Arranging...........................................................492
Customizing.................................................491–92 Utilities
Settings ........................................................491–92 Core database ............................................ 198–206
Transcript annotations.................. See Transcript notes
Transcript cites
Printing ..........................................................86–89 V
Transcript designations
Creating .........................................................69–72
Vocabulary
Printing ..........................................................89–92
Core database .............................................. 169–70
Transcript notes...............................................5, 65–92
Pleadings..................................................... 333–36
Attaching images .........................................447–49
Creating .........................................................65–67
Designations ........................................................65
Find note..................................................74, 78–80 W
Issues - adding data to the look-up table........67–68
Marking .........................................................81–82 Welcome page ...................................................... 9–10
Navigating ...........................................................73
©
Page v

Summation Iblaze 2-8 Eval

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Summation iBlaze is a registered trademark of CT Summation.

Windows, Microsoft Access, Microsoft SQL, Microsoft Outlook, Microsoft Excel

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WordPerfect is a registered trademark of Corel Corporation.

Software@Law, Inc., P.O. Box 323, Mustang, OK 73064.

Printed January 14, 2007

SECTION 1: GETTING STARTED ...........................................................................................................3

SECTION 2: WORKING WITH CASES .................................................................................................17

SECTION 3: WORKING WITH TRANSCRIPTS AND ANNOTATIONS..........................................29

SECTION 4: WORKING WITH THE CORE DATABASE.................................................................. 97

SECTION 5: WORKING WITH IMAGES ........................................................................................... 215

SECTION 6: WORKING WITH OCR BASE........................................................................................247

SECTION 7: WORKING WITH PRODUCTION SETS ......................................................................299

SECTION 8: WORKING WITH PLEADINGS.....................................................................................323

SECTION 9: WORKING WITH DOCUMENT COLLECTIONS ......................................................339

SECTION 10: WORKING WITH THE PEOPLE TABLE ................................................................. 375

SECTION 12: WORKING WITH FORMS........................................................................................... 403

SECTION 13: PUTTING IT ALL TOGETHER................................................................................... 441

SECTION 14: CUSTOMIZING THE SUMMATION ENVIRONMENT .......................................... 479

• Search Summation case elements

• Load case elements

• Work with electronic discovery

• Administer case utilities

• Work with images and OCR

• Use Summation’s integration capabilities for maximum results

Mouse Clicks: An instruction to “click” on an item refers to a single click of

Shortcut Key Combinations: Shortcut key combinations refer to a series of

Menu Bar: An instruction to click on a menu is displayed in 12pt Arial bold

Command Buttons, Fields and Drop-down Lists: An instruction to click

• Lesson 1: What is Summation?

• Lesson 2: Launching Summation

• Lesson 3: The Summation Environment

• Understand the elements of a Summation case

Although Summation is known as “litigation support” software, its abilities go

The benefits of using Summation to organize data include:

• Quick retrieval of information

• Powerful search capabilities

• Efficient management of discovery and evidence.

eDocs and eMail

• eMail Attachments, which are indicated by the icon in the Case

OCR Base Notes

Document collections are links to other databases, including Summation,

• Companion databases, which are indicated by the icon in the Case

• Remote databases, which are indicated by the icon in the Case

• Briefcased documents, which are indicated by the icon in the Case

The Chronology of Events component is indicated by the icon in the Case

To open Summation using the Windows taskbar:

• Click on Start → All Programs → Summation iBlaze Version

To open Summation using the desktop icon:

• Double-click on the Summation icon on the Windows desktop:

•When you launch Summation, it will open to

• Review parts of the screen

• Review Navigating in Summation

The Welcome Page

The Welcome Page contains:

• Links to Summation tools

• Links to the Guided Tour and Using iBlaze

• Link to Summation Tech Support

Parts of the Screen

Title Bar Menu Bar Toolbar