Create a Fact Citation

You can create a fact citation and either create a new fact from the citation or add a citation to an existing fact. To do so, use any of the following methods:

  • Document Work Area
  • Transcript Work Area Right-Click Context Menu

Document Work Area

To create a fact from a document citation, or add a document citation to an existing fact:

  1. Open the Documents Explorer.
  2. Double-click on a document to open it in the Document Work Area.
  3. In the Annotations Panel, click the Fact Citation button.

    Note: If the Annotations panel is not already displayed, in the Document Work Area Ribbon Bar, click the Annotations button.

  4.  

  5. In the Document Work Area, click and drag the area that you want to use as a citation for a fact.

  6. The Add Citation to Fact dialog appears.

    There are two options when creating a fact citation, you can:

    • Create a new fact from a citation
    • Link a citation to one or more existing facts

    Follow the steps outlined below to complete the task based on whether you are creating a new fact or adding to an existing fact.

Create a New Fact from a Citation

  1. In the Add Citation to Fact dialog, select the Create New Fact from Citation option.
  2. Fill in the information for the fact.
  3. Enter the following information in the Add Fact dialog:

    • Fact Name – The name to identify the fact.

    • Description – A short phrase to describe the fact or its purpose.

    • Rating – Up to five stars

    • Status – The status of the fact. The default options are: Disputed, Undisputed, Marked, Admitted, Objection, Awaiting Ruling, Not Admissible, Other.

    • Application – The application of the fact. The default options are: Credibility, Knowledge, Experience, Failure to Act, Perceptions, Other.

    • Date Classification – The options are After, Around, Before, Between, On, On or After, On or Before.
    • Start Date and End Date – Enter the starting and ending dates. The date format is MM/DD/YYYY.

      ClosedClick here for supported date keywords.

      • Wildcards – Use the ? wildcard to replace an unknown day and/or month of the event's date. The wildcard will assume the middle day of the month, or the middle month of the year. For example:
        • ??/03/2004 will result in the date 06/03/2004
        • 06/??/2004 will result in the date 06/15/2004.
      • Yearly Seasons – Use of Spring, Summer, Fall, and Winter keywords is also supported.
        • Winter [December to February] – Entering the keyword Winter and the year will result in the date January 15 for the specified year. For example, entering Winter 2004 will result in the date 01/15/2004.

        • Spring [March to May] – Entering the keyword Spring and the year will result in the date April 15 for the specified year. For example, entering Spring 2004 will result in the date 04/15/2004.
        • Summer [June to August] – Entering the keyword Summer and the year will result in the date July 15 for the specified year. For example, entering Summer 2004 will populate with 07/15/2004.

        • Fall [September to November] – Entering the keyword Fall and the year will result in the date October 15 for the specified year. For example, entering Fall 2004 will result in the date 10/15/2004.

      • Months – Use of Early, Mid, and Late keywords is also supported.
        • Early – Entering the keyword Early and the month will set the date to the 5th day of the specified month. For example, entering Early January 2005 will result in the date 01/05/2005.

        • Mid – Entering the keyword Mid and the month will result in the date 15th day of the specified month. For example, entering Mid January 2005 will result in the date 01/15/2005.

        • Late – Entering the keyword Late and the month will set the date to the 25th day of the specified month. For example, entering Late January 2005 will result in the date 01/25/2005.

      • Yearly Quarters – Use of quarters are also supported.
        • 1st Quarter [January to March] – Entering the keywords 1st Quarter and the year will set the date to middle day of February for that year. For example, entering 1st Quarter 2004 will result in the date 2/15/2004.

        • 2nd Quarter [April to June] – Entering the keywords 2nd Quarter and the year will place the event in the middle day of May for that year. For example, entering 2nd Quarter 2004 will result in the date 05/15/2004.

        • 3rd Quarter [July to September] – Entering the keywords 3rd Quarter and the year will place the event in the middle day of August for that year. For example, entering 3rd Quarter 2004 will result in the date 08/15/2004.

        • 4th Quarter [October to December] – Entering the keywords 4th Quarter and the year will place the event in the middle day of November for that year. For example, entering 4th Quarter 2004 will result in the date 11/15/2004.

    • Start Time and End Time - Enter the start and/or end time that corresponds to the fact.

    • Key Fact – Check this box if the fact is considered a Key Fact.
    • Issues - You can add one or more issues to a fact by selecting the Issue type from the drop down menu and then clicking the Add button.

      Note: To remove an issue, highlight the issue an click the Remove button.

  4. Click the Save button.

    In the Facts Grid Details Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.

Link a Citation to an Existing Fact

  1. In the Add Citation to Fact dialog, select the Link Citation to an Existing Facts option.

    The dialog changes to display a grid listing all of the available existing facts.

  2. Select the fact or facts that you want to add the citation reference to.
  3. Click Apply.

    In the Facts Grid Details Pane, for each of the selected facts, the newly added document citation will appear in the Citations area.

Transcript Work Area Right-Click Context Menu

To create a fact from a transcript citation, or add a transcript citation to an existing fact:

  1. Open the Transcripts Explorer.
  2. Double-click on a transcript to open it in the Transcript Work Area.
  3. Highlight a portion of the transcript.
  4. Right-click on the highlighted section.
  5. Click the Add Fact Citation button.

    The Add Citation to Fact dialog appears.

    There are two options when creating a fact citation, you can:

    • Create a new fact from a citation
    • Link a citation to one or more existing facts

    Follow the steps outlined below to complete the task based on whether you are creating a new fact or adding to an existing fact.

Create a New Fact from a Citation

  1. In the Add Citation to Fact dialog, select the Create New Fact from Citation option.
  2. Fill in the information for the fact.
  3. Enter the following information in the Add Fact dialog:

    • Fact Name – The name to identify the fact.

    • Description – A short phrase to describe the fact or its purpose.

    • Rating – Up to five stars

    • Status – The status of the fact. The default options are: Disputed, Undisputed, Marked, Admitted, Objection, Awaiting Ruling, Not Admissible, Other.

    • Application – The application of the fact. The default options are: Credibility, Knowledge, Experience, Failure to Act, Perceptions, Other.

    • Date Classification – The options are After, Around, Before, Between, On, On or After, On or Before.
    • Start Date and End Date – Enter the starting and ending dates. The date format is MM/DD/YYYY.

      ClosedClick here for supported date keywords.

      • Wildcards – Use the ? wildcard to replace an unknown day and/or month of the event's date. The wildcard will assume the middle day of the month, or the middle month of the year. For example:
        • ??/03/2004 will result in the date 06/03/2004
        • 06/??/2004 will result in the date 06/15/2004.
      • Yearly Seasons – Use of Spring, Summer, Fall, and Winter keywords is also supported.
        • Winter [December to February] – Entering the keyword Winter and the year will result in the date January 15 for the specified year. For example, entering Winter 2004 will result in the date 01/15/2004.

        • Spring [March to May] – Entering the keyword Spring and the year will result in the date April 15 for the specified year. For example, entering Spring 2004 will result in the date 04/15/2004.
        • Summer [June to August] – Entering the keyword Summer and the year will result in the date July 15 for the specified year. For example, entering Summer 2004 will populate with 07/15/2004.

        • Fall [September to November] – Entering the keyword Fall and the year will result in the date October 15 for the specified year. For example, entering Fall 2004 will result in the date 10/15/2004.

      • Months – Use of Early, Mid, and Late keywords is also supported.
        • Early – Entering the keyword Early and the month will set the date to the 5th day of the specified month. For example, entering Early January 2005 will result in the date 01/05/2005.

        • Mid – Entering the keyword Mid and the month will result in the date 15th day of the specified month. For example, entering Mid January 2005 will result in the date 01/15/2005.

        • Late – Entering the keyword Late and the month will set the date to the 25th day of the specified month. For example, entering Late January 2005 will result in the date 01/25/2005.

      • Yearly Quarters – Use of quarters are also supported.
        • 1st Quarter [January to March] – Entering the keywords 1st Quarter and the year will set the date to middle day of February for that year. For example, entering 1st Quarter 2004 will result in the date 2/15/2004.

        • 2nd Quarter [April to June] – Entering the keywords 2nd Quarter and the year will place the event in the middle day of May for that year. For example, entering 2nd Quarter 2004 will result in the date 05/15/2004.

        • 3rd Quarter [July to September] – Entering the keywords 3rd Quarter and the year will place the event in the middle day of August for that year. For example, entering 3rd Quarter 2004 will result in the date 08/15/2004.

        • 4th Quarter [October to December] – Entering the keywords 4th Quarter and the year will place the event in the middle day of November for that year. For example, entering 4th Quarter 2004 will result in the date 11/15/2004.

    • Start Time and End Time - Enter the start and/or end time that corresponds to the fact.

    • Key Fact – Check this box if the fact is considered a Key Fact.
    • Issues - You can add one or more issues to a fact by selecting the Issue type from the drop down menu and then clicking the Add button.

      Note: To remove an issue, highlight the issue an click the Remove button.

  4. Click the Save button.

    In the Facts Grid Details Pane, for each of the selected facts, the newly added transcript citation will appear in the Citations area.

Link a Citation to an Existing Fact

  1. In the Add Citation to Fact dialog, select the Link Citation to an Existing Facts option.

    The dialog changes to display a grid listing all of the available existing facts.

  2. Select the fact or facts that you want to add the citation reference to.
  3. Click Apply.

    In the Facts Grid Details Pane, for each of the selected facts, the newly added transcript citation will appear in the Citations area.

    Note: Citations can be opened directly from the Citations section of the Fact Details pane. To do so, double-click citation. The citation opens in a window and can be reviewed.

 

Related Topics

Create a Fact Citation

Edit a Fact

Remove a Fact

Add a Fact to a Witness or Entity

Remove a Fact from a Witness or Entity

Remove a Citation from a Fact