Change Case Story User Preferences

You set user preferences to make your experience in Case Story more personalized and efficient. For example, you can customize the drop-down list values for the Application and Status fields displayed on the Fact grid.

You can access your preferences by clicking the Case Story User Preferences button on the Case Story Start Page.

  1. From the Case Story Start page, click on the Case Story User Preferences button.

  2. The User Preferences dialog appears.

Note: Changes made in Case Story User Preferences to settings for documents, transcripts, clips, export, and hotkeys will carry over to TrialDirector 360.

Click on each section to expand. Current User Preferences include:

ClosedFacts

Option

Info

Application Types

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

In the Application Types section of the User Preferences dialog, you can add, edit or remove Application Types.

Note: You cannot remove default application types.

Status Types

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

In the Status Types section of the User Preferences dialog, you can add, edit or remove Status Types.

Note: You cannot remove default status types.

Display Fields

Choose what fields display on the Fact Management grid. The default fields are: Fact Name, Description, Rating, Status, Application, Date Classification, Start Date, Start Time, End Date, End Time, Key Fact.

In the Display Fields section of the User Preferences dialog, you can choose specific field columns to display.

Note: You must relaunch the case to display changes to the grid.

ClosedDocuments

The options in this tab explain themselves. Select an option to apply the setting.

ClosedTranscripts

Option

Info

Display issues as

The following options affect the way issue types are displayed within the Transcripts Explorer:

  • Hierarchy - Each issue type can be expanded in the explorer to view sub-issues associated with it

  • Flattened - Each issue type and sub-issue type appear on the same level within the explorer (sub-issues of an parent issue type appear directly below the parent issue)

Show questions in bold text

With this option selected, question text within the transcript appears in bold. If not selected, question text appears as normal.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Show answers in bold text

With this option selected, answer text within the transcript appears in bold. If not selected, answer text appears as normal.

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Show unspoken text in italics

With this option selected, unspoken text within the transcript appears in italics. If not selected, unspoken text appears as normal.

 

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Objections Color

Objections within the transcript appear with the selected color.

 

Note: The Context option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Transcripts Scrolling Highlight Color

The highlight bar that scrolls with the multimedia in a digital video transcript appears with the selected color.

 

Note: The Synchronization option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

Number of Lines in Transcript Scrolling Highlight

This options sets the amount of lines covered by the highlight bar that scrolls with the multimedia in a digital video transcript.

Note: The Synchronization option in the Show Annotations section of the Transcript Work Area ribbon bar must be selected.

ClosedClips

Option

Info

Confirm name and description when creating a new clip

When creating a new clip, if this option is selected, a dialog box appears to allow you to change the name and description of the new clip. If not selected, the dialog will not appear, and you can quickly create clips without checking the name and description every time.

Use custom formatting for clip identifiers

With this option selected, when creating clips, each new clip will use the naming convention in the field. You can use tokens to make the naming process for clips even easier. Available tokens include:

  • <FI> - The first initial of the deponent's name

  • <LI> - The last initial of the deponent's name

  • <MM> - The month of the transcript'sdeposition date

  • <DD> - The day of the transcript'sdeposition date

  • <SP#> - The beginning page reference for the clip including the number of digits to show the page (e.g. A clip created on page 1 of the transcript, and with a naming setting of "<SP###>", would show "001")

  • <SL#> - The beginning line reference for the clip including the number of digits to show the line (e.g. A clip createdstarting with line 1 of the transcript, and with a naming setting of "<SL###>", would show "001")

  • <#> - Each clip receives a number in the sequential order it was created (e.g. If the clip created is the second clip to be created, and the custom formattingincludes "<###>", the clip name would include "002")

Confirm before splitting segments when manually creating clips

With this option selected, you will be prompted before any segments added to a clip are split according to the supplementary options below:

  • Split segments at multimedia breaks - If a segment is created over a multimedia break in the digital video transcript, the segment will be split at the break point

  • Split segments to exclude objections - If a segment includes an objection, with this option selected, the segment will be split to exclude the objection

  • Split segments to exclude silence over (threshold) - If the segment includes a section of silence within the multimedia, the segment will be split if the duration of the silence exceeds the selected threshold (default threshold is 15 seconds)

Set the next workflow step once a clip has been finalized

Within the Clip Work Area, after setting the status of a clip as Finalized, the selected option will execute:

  • Do Nothing - The clip remains open in the Clip Work Area and no action is taken.

  • Close Clip - The Clip Work Area closes.

  • Move to Next Clip - The next clip in the Clips Explorer appears in the Clip Work Area.

Determine clip media playback behavior

Determine how the timer displays when playing clips in the Clip Work Area in Case Story. You have two options to choose from:

  • Clip Duration - When you play a clip in the Clip Work Area with this option selected, the timer that appears in the bottom corner of the multimedia player begins at 0:00 and ticks up to cover the full duration of the clip. Individual punch-in and punch-out times for clip segments are ignored, and only the total clip duration itself displays.

  • Parent Media Duration - When you play a clip in the Clip Work Area with this option selected, the timer that appears in the bottom corner of the multimedia player starts at the punch-in time for each clip segment. When the clip moves from one clip segment to another, the timer changes to display the punch-in time for the new clip segment.

ClosedExport

Option

Info

Document Export Settings

The following settings are available to set the default selections when exporting document data:

  • Page

  • Status

  • Description

  • Exhibit No.

  • Trial Exhibit No.

  • Common Name

ClosedHotkeys

There are hotkeys that can be used when working with documents in EVIDENCE. You can easily change the hotkey combinations or reset hotkey combinations. You can also show the hotkey assignments in Notepad.

 

Option

Info

ALT+E

Apply Exhibit Label

CTRL+P

Print Document

CTRL+S

Save Annotations

CTRL+R

Save Revision

CTRL+E

Edit Annotations

ALT+K

Select Area Note Tool

ALT+A

Select Arrow Tool

ALT+O

Select Ellipse Tool

ALT+J

Select Freehand Tool

ALT+H

Select Highlight Tool

ALT+L

Select Line Tool

ALT+OemPlus

Select Rectangle Tool

ALT+Y

Select Redaction Tool

ALT+S

Select "Select" Tool

ALT+N

Select Text Tool

ALT+M

Select Zoom Tool

CTRL+Insert

Zoom In

CTRL+Delete

Zoom Out

CTRL+Home

Zoom to Fit

 

Related Topics

Case Story