Document ViewDisplays one document at a time for individual review.

Document View. Review individual documents: move between na-tive file, image, and metadata tabs for thorough review. Search for keywords in the displayed document, and annotate and redact the images in this view.Tip: Use Word Marking to automatically mark keywords and phrases.Coding, Comments and History. Use the Coding tab to code a docu-ment. Use the Comments tab to add comments to a document to share with project members. Use the History tab to review previous actions for the current document.

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Table ViewLists documents in a columned format for quick scanning and sorting.

Table View. Review the results of a search and sort listed documents.

Organize and Search. Use the Folders tab to organize documents returned from a search. Use the Search tab to search for relevant documents and refine searches using facets and filters. Then retrieve any searches that have been saved.

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Opening a Database

To open a database:

On My Dashboard, expand the Project List.

Select the database that you want to open.Note: Document Group databases are indicated by a group icon.

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Viewing Documents

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XERA Quick Reference Card

ACL Research

Use navigational arrows to move between Views.

Project Collaboration

Communicate with project members directly within XERA using Message, Comment, and Task communication tools.

Messages

You can create a message from any XERA View (from the XERA toolbar), send it to any project member, and reply to messages through My Dashboard.

TasksTasks can be created from any XERA View (from the XERA toolbar), and can either be a project task or a general task. Click the Tasks tile on the Project Dashboard to review all tasks assigned to you.

Comments

A comment can be posted to any document, selected text in a docu-ment, or to annotations or redactions that are placed on a document in Document View. You can assign a type to the comment so that comments can be categorized and reviewed for specific tasks, such as Coding or Productions.

On the Project Dashboard you can review all comments for that proj-ect, and go directly to the document that contains the comment.

Viewing e-mail RecordsYour administrator can set up a database to show parent-child document groups, such as:

An e-mail (parent) and its attachments (children).A set of near-duplicate documents (the primary near-dup is the parent, the others in the set are children).

Visual indicators show that you are in a document group: When a document group is selected (as shown in the Table View image), arrow icons indicate the parent groups. When the parent is expanded, icons for the child records are indented.If there is more than one group, you stay within the active group as you navigate from docu-ment to document.The document group remains active in Document View. In the Record Reference along the left side, you can turn on Parent Document Navigation to navigate to parent documents only for faster browsing.

6 Degrees - Relationship VisualizerYou can review e-mail correspondence through 6 Degrees - Relationship Visualizer. In Table View, select a record that contains an e-mail address and then click the 6 Degrees® tab to view all related correspondence in a visually-rich display.

In 6 Degrees, each related e-mail address is represented by an orange node (circle). The number of associations are shown along each line radiating from the green node, the e-mail sender.Review and filter displayed associations as follows:

Click a node to view correlations between two correspondents; click a line to highlight correspondence frequency.View details about the correspondence date and document records in the Record Reference displayed on the right.Use the buttons along the top of the screen to zoom in/out, sort the display by letter or number, print, return to the previous relationship view, switch the mode (e-mail or domain), or page through displayed relationships.

You can apply additional filters and folder the documents that correspond to this data as follows:

View and filter e-mail relationships by checking/clearing To, Cc, and/or Bcc.Folder displayed relationships by clicking Folder . Select or create a folder in which to place the documents for further review.

Viewing Documents added to a FolderDocuments foldered from 6 Degrees - Relationship Visualizer appear as follows:

E-mail mode: F: emailaddress > T: Filter. Example: F: phillip.k.allen@enron.com > T:All indicates the folder contains e-mail from phillip.k.allen@enron.com to all recipients in the collection.Domain mode: F: domain > T: Filter. Example: F: enron.com T: All indicates the folder contains e-mail sent from the enron.com domain to all recipients in the collection.

Working with E-Mail and Document Groups

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Table View

Document View

Native FilesXERA provides the following native file viewing options:

Launch in the Native application: Click the native file link (in the following example, Equipment Lease.doc) to download and view the file in the native application, if the application is on your computer.Viewer tab: Uses true native file viewing technology to render the file. This file is displayed in the Viewer tab. Image tab: Converts the file to a temporary image and displays it in the Image tab for viewing or redacting.Note: If image and native file links are present, and the image link field is listed first, then images are displayed by default.

In the Record Reference section (the left side of the view) you can switch between native files and images by selecting the native file or image link from the list (circled in red in the image).

ImagesClick an image link to display an image of that document in the Image tab.

The image link is listed in the Record Reference, and is typically in a field that contains the beginning Bates number.

Image display tools.Tip: To view thumbnails of the pages, click the image icon.

Annotation and redaction tools.

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Working with Images and Native Files

Using Table View you can organize documents into folders, and then move to Document View to review and code those documents.

Organize documents into folders using the Folders tab (if not already organized by your administrator).

On the Folders tab, select the folder that contains the documents to review (this retrieves those documents). Then go to Document View to begin the review. (See “Organizing Documents” and “Coding Documents”.)

Check review accuracy by taking a data sample of the coded documents.

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Organizing DocumentsUse the Folders tab in Table View to organize documents into folders

Click Create Folder to add a set of documents to a new folder or to create an empty folder that you will fill later.Note: You can make a folder personal (viewable only by you) or public (viewable by everyone). Once the folder type has been set, it cannot be changed.

To add the current document to a folder, select the check box beside the document record in the grid, and then click Add to Folder . To retrieve folder contents, click a folder name.

Coding DocumentsUse the Coding tab in Document View to code documents

Select a tag to code a document. Tip: To retrieve a listing of documents that have a specific tag (for example, Privileged, Level �), you can search use the following search syntax: |,Privileged|Level �|

To code multiple documents, open the Related tab (if enabled). Retrieve documents by clicking on a panel and then click Mass Action. Select a panel from the Panels list, and then select a tag to code the selected documents.

Reviewing Documents

Note: Panels may be set up for you on the Project Dashboard, allowing you to retrieve documents.

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Best PracticesGroup your search terms into three categories:

Concepts/subjects/issuesNamesDates

Based on groupings in Step �, create short queries and set the facet values for your searches.

Optimize your queries and check your syntax. For example, use parentheses to group terms, use proximity options to focus the search, etc.

Run your queries one at a time, check your results, and then refine the syntax if needed.

Combine or edit the queries listed in the History pane of the Search tab to further focus the search.

Organize search results into folders for later retrieval. You can also save queries so you (or others on your team) can later retrieve and rerun queries.

Custom Search

Enter a query in the Search Builder query box, or use the form and search options to specify criteria.

For basic searches (such as phrase searches), enter criteria into the Quick Search fields and then click Quick Search.

Search options are grouped under headings. Click a heading to view specific search options.

Using Custom SearchOn the Search tab, click Custom.

Enter criteria in a section of the form and click Add. The syntax is added to the Search Builder.

When you are finished, review and edit the full query in the Search Builder, and then click Perform Search.Tip: The wildcard (*) can be used when specifying criteria.

Saving and Retrieving SearchesIn the Search tab, ensure that only the terms that you want to save are listed, and then click Save .

Enter a descriptive name for the search. To allow others to access these searches, ensure the Personal check box is cleared.

To retrieve a search, click Saved Search on the Search tab and select the check box for the search you want to retrieve. (To com-bine searches, select more than one check box. Note that searches that contain facets cannot be combined.)

Click Search.

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Search Operators

Wildcard (multiple character)

* Use in the middle of a word, or at the start or end of a word.financ* to return finances, financing, etc.

Wildcard (Oracle, single character)

_ Use in a word to replace a single charac-ter.sm_th to return smith and smyth

Wildcard (SQL, single character)

% Use in the middle, start, or end of a word.sm%th to return smith and smyth

Phrase ‘ ’ Place phrases in quotes.‘financial report’

OR | Use between words.financial | smith (or use the word OR instead of |)

AND & Use between words to return documents containing two words.financial & smith (or use the word AND instead of &)

NOT ~ Use at the start of a word; can also be used to indicate “return abc but not xyz.”financial ~ smith to return the word financial but not the word smith

There are also search operators for fuzzy misspellings, stem searches, and phonetic search operators. Refer to the XERA User Guide.

Facets and FiltersFacets can be set to refine complex searches:

Clear the facet values that are not relevant to your search, and then click Update.Facet selections are remembered and used as you refine your search. (They are also saved with saved searches.)Tip: At any point in the search process, you can refine search results by clearing any additional facet values that are not relevant to your search.

Filters can be used to retrieve data in a specific field:Click Filters.

In a text field, enter the text you want to find and press Enter. In date and numeric fields, specify a search: search for empty fields, perform an equals search, or a range search, and then click OK.

Editing, Rerunning, or Combining SearchesTo edit a search:

In either the History pane or the Saved Search pane of the Search tab, select the check box beside a listed search. Click Edit to edit the search in the Custom search window, and then click Perform Search.

To rerun or combine a search:

In the History pane of the Search tab, select the check box beside a list-ed search to rerun that search. To combine searches, select the search check boxes and then click AND or OR.

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Copyright © �0�� iCONECT Development, LLC. All rights reserved. iCONECT, XERA, Xmplar, and 6 Degrees - Relationship Visualizer are registered trademarks of iCONECT Development, LLC. All brand names are either trademarks or registered trademarks of their respective companies. Date: May �0�� v�.5

For training, contact 800.455.1599 or allsales@5iSolutionsInc.com

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