© hanson bridgett marcus vlahos & rudy, llp 2002 technology and document production management...

Technology and Document Production

ManagementFrom War Room to Database

DIGESTING, ABSTRACTING AND INDEXING DOCUMENTS

• War Room– Boxes– Files

• Introduction to Databases– Box Labels– File Labels & File Index– Document Database

War Room

Introduction to DatabasesBox Labels

Field #1 Field #2 Field #3

Record #1Record #2Record #3Record #4Record #5Record #6Record #7

Introduction to DatabasesFile Labels

• Bates Number• File Title• Matter Name &

Number

Introduction to DatabasesFile Index

• File Title

• File Description

• File Date(s)

• Notes

• File Bates Number

Simple Document Database

• Document Bates Number

• Document Date

• Document Title

• Name(s)

• Document Type

• Document Description

• Issue(s)

ANALYSIS OF SOFTWARE AND HARDWARE

• Software– Concordance Document Database– Excel Document Database– CaseMap Database– IPRO Image Database

• Hardware

Concordance Document Database

Concordance Document Record

• Hardware

Excel Document Database

• Hardware

CaseMap Document Database

CaseMap Objects

• Hardware

Image Database Software - IPRO

• Hardware

PUTTING TOGETHER PROCEDURES

• Document Numbering & Coding

• Scanning & Imaging Documents

• In-house vs. Vendor

Document Numbering & Coding

• Case Background & Coding Manual– Case Description– File Index– Numbering System– Document Database– Coding Protocols– Issue Review– Scanning & Imaging Specs

Numbering System

• Organizational Bates Numbers– Replicates Original Organization– Allows for Relevance and Privilege Review

• Production Bates Numbers– Replicates Production Organization– Identifies Production Documents

Numbering System

• Organizational Bates Numbers– Replicates Original Organization– Allows for Relevance and Privilege Review

• Production Bates Numbers– Replicates Production Organization– Identifies Production Documents

Numbering SystemSimple vs. Complex

• Simple - ML00001– Indicates Producer and page number

• Complex - ML01-00001– Producer, RFP number, and page number

• Complex - ML-CORP00001– Producer, location, and page number

• Complex - ML002317-LVCORP00001– Producer, construction spec number, location, corporate

division, and page number

Numbering SystemSimple vs. Complex

• Simple - ML00001– Indicates Producer and page number

• Complex - ML01-00001– Producer, RFP number, and page number

• Complex - ML-CORP00001– Producer, location, and page number

• Complex - ML002317-LVCORP00001– Producer, construction spec number, location, corporate

division, and page number

Simple Document Database

• Document Bates Number

• Document Date

• Document Title

• Name(s)

• Document Type

• Document Description

• Issue(s)

Complex Document Database

• Bates Number

• Date

• Title

• Name(s)

• Document Type

• Description

• Issue(s)

• Atty Notes

• RFP Number

• Contract Spec

• Depo Number

• Trial Number

• Property Address

• Doc Attributes

Coding Protocols

• Unitization

• Substance Review

• Substance Data Entry

• Issue Review

• Issue Data Entry

Coding Protocols

• Unitization

• Issue Review

Coding Protocols

• Unitization

• Issue Review

Coding Protocols

• Unitization

• Issue Review

Coding Protocols

• Unitization

• Issue Review

Issue Review

• Issues tie everything together

• Subject vs. Issue Outline

• Keyword vs. Hierarchical Organization

Issue Review

Subject (Issue) Outline

Issue Review

Keyword vs.Hierarchical Organization

Scanning and Imaging Documents

• Image Database Software - IPRO

• Imaging Specifications

Image Database Software - IPRO

Scanning and Imaging Documents

• Image Database Software - IPRO

• Imaging Specifications

• Definition of Documents & Boundries

• Image Resolution

• Image File Format

• Image File Naming/Numbering

• CD Folder Structure

• Load File Format

Imaging Specifications

Image File Format

Image File Naming/Numbering

CD Folder Structure

Load File Format

In-house vs. Vendor

• Litigation Copy Vendors

• Imaging Vendors

• Litigation Support Vendors

In-house vs. Vendor

• Imaging Vendors

In-house vs. Vendor

• Imaging Vendors

INPUT NEEDS

• Database Development/Management

• Document Review and Data Entry

• Imaged Document Downloads

INPUT NEEDS

• Database Development/Management– In-house IT– Outside Vendor

INPUT NEEDS

• Database Development/Management– In-house IT– Outside Vendor

INPUT NEEDS

• Document Review and Data Entry– In-house– Outside Vendor

INPUT NEEDS

• Document Review and Data Entry– In-house– Outside Vendor

INPUT NEEDS

• Imaged Document Downloads– In-house IT– Outside Vendor

INPUT NEEDS

• Imaged Document Downloads– In-house IT– Outside Vendor

© hanson bridgett marcus vlahos & rudy, llp 2002 technology and document production management...

Documents

rudy beltran

rudy, het rendier - tales of twisted fibers...rudy het...

september 20, 2017 john and zoe vlahos dear petitioner

rudy & shinta

rudy cuzzetto

decision and risk analysis regression analysis kiriakos...

rudy regularization

bridgett - life of bl. john fisher

mrs. bridgett kern - electronic press kit

mip 2013 -- the digital consumer -- len vlahos

rudy uytenhaak

pravoslavna psihoterapija jerotej vlahos

skripsi rudy

makalah rudy

marcus anderson deandra baker mack frederick, jr. bridgett...

rudy garns

javier campos bridgett creenica

2 rudy peranan hosp engineering rs-rudy

handboek ontwikkelingsgericht coachen rudy vandamme ·...

joanne bridgett ciulla, ph.d. professor of leadership...