Document Tagging. Concordance Free Training. Agenda. LexisNexis Concordance Training Module

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1 Document Tagging LexisNexis Concordance Training Module Concordance Free Training LexisNexis Concordance provides complimentary training modules addressing common user and administrator software functions Requires Windows Media Player Requires speakers or headphones for audio Concordance software not required Concordance 30-day trial version available for free download Handouts available for download Training Module Support Call (425) Agenda What are Tags? The Tags Pane Applying Tags Removing Tags Searching Tags Creating Tags Organizing Tags Advanced Tagging Tagging Multiple Documents Searching Multiple Tags Tagging Strategies 1

2 What are Tags? Tags are markers that can be applied to a document record in order to categorize the document Tagging a document record in Concordance is similar to flagging an important paper document with a colored Post-it note A tag can be searched to easily retrieve all documents with that specific tag What are Tags? Tags can be used to categorize documents for any purpose Responsive vs. Non-Responsive Privilege Witnesses Reviewer Assignments Exhibits Issues Keywords Other Getting Started Start Concordance Double-click the Concordance icon on your desktop or Select Start > All Programs > LexisNexis > Concordance 2007 > Concordance 2007 from the Windows Task Bar Open a Database Select Open database from the navigation pane During most training modules we will use the Calfco sample database which comes with the demonstration and full installations of Concordance 2

3 The Tags Pane The Tags pane lists available tags, allowing users to categorize documents during review The Tags pane also allows users to create new tags and search existing tags The Tags pane includes panels for tracking tag history and tag statistics Remember, the navigation pane can be Resized by dragging a side of the navigation pane Repositioned by dragging the navigation pane Hidden by unpinning or docked by pinning Tags Applying Tags Select the desired document record in the Browse or Table view and check the check box next to the desired tag name Removing Tags Select the desired document record in the Browse or Table view and uncheck the check box next to the desired tag name Searching Tags Right-click on the desired tag and select Create query from tag(s) on the menu that appears Creating Tags Right-click in the Tags pane; a menu will appear From the menu select New > Tag; a tag named New Tag will appear Type a name for the new tag and hit Enter on the keyboard 3

4 Organizing Tags Tags displayed in the Tags pane are sorted alphabetically Add folders to the Tags pane to organize your tags by type or purpose Right-click in the Tags pane; a menu will appear From the menu select New > Folder; a folder named New Folder will appear Type a name for the new folder and hit Enter on the keyboard While folders are visbile to all users, personal folders can only be viewed by the user who created them Create a personal folder by selecting New > Personal folder from the right-click menu Advanced Tagging Tagging Multiple Documents To tag multiple documents at once, select the desired document records from the Table view and check the check box next to the desired tag name To tag the results of a search, run the search, right-click on the desired tag, and select Tag all documents in query Searching Multiple Tags Multiple tags can be selected and searched to find any documents with any of the selected tags Advanced searching of multiple tags can be accomplished by searching the tags individually and combining searches using the search Review numbers Tagging Strategies Planning, Planning, Planning Plan in advance for the tags you and your team will need in order to accomplish your review Tag and Folder Names Use consistent tag and folder names to keep your tags organized Search First Tag Second If possible, search by keywords, names or other information in your Concordance database to limit the number of document records you have to view when tagging Tag2Field CPL Once your review is complete, use the Tag2Field CPL script to record your tags in a field of your Concordance database 4

5 Concordance Free Training Concordance User Navigation Searching Concordance Image Working with ediscovery and Transcript Databases Concordance Integration CaseMap Concordance Administrator Database Creation and Customization Importing Data Concordance FYI Reviewer Concordance FYI Administrator Document Tagging Concordance Training (425)

6 CU08 Document Tagging Self Assessment 1. True or False - Tags are markers that can be applied to a document record in order to categorize the document for later retrieval. 2. In the Tags task pane, you can: A. Apply tags B. Remove tags C. Create tags D. Search tags E. Organize tags F. All of the above 3. To apply or remove a tag, click the next to the desired tag name. 4. To search a tag, right-click on the tag and select from the pop-up menu that appears. 5. How many tags can be created? A. 99,999 B. 255 C. Unlimited D. None of the above 6. True or False Personal folders and the tags they contain are visible to all users. 7. How would you search for all documents where Tag-A exists but Tag-B does not? A. Select both tags in the Tags pane, then right-click, and select Create query from tag(s) B. Search Tag-A, then search Tag-B, and combine those two queries with the NOT operator C. Type the query Tag-A not Tag-B D. It s not possible to eliminate a particular tag from a search

7 CU08 Document Tagging Self Assessment Answer Key 1. True or False - Tags are markers that can be applied to a document record in order to categorize the document for later retrieval. 2. In the Tags task pane, you can: A. Apply tags B. Remove tags C. Create tags D. Search tags E. Organize tags F. All of the above 3. To apply or remove a tag, click the checkbox next to the desired tag name. 4. To search a tag, right-click on the tag and select Create query from tag(s) from the pop-up menu that appears. 5. How many tags can be created? A. 99,999 B. 255 C. Unlimited D. None of the above 6. True or False Personal folders and the tags they contain are visible to all users. 7. How would you search for all documents where Tag-A exists but Tag-B does not? A. Select both tags in the Tags pane, then right-click, and select Create query from tag(s) B. Search Tag-A, then search Tag-B, and combine those two queries with the NOT operator C. Type the query Tag-A not Tag-B D. It s not possible to eliminate a particular tag from a search