© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Technology and Document Production Management From War Room to Database.

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Presentation transcript:

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Technology and Document Production Management From War Room to Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 DIGESTING, ABSTRACTING AND INDEXING DOCUMENTS War Room –Boxes –Files Introduction to Databases –Box Labels –File Labels & File Index –Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 War Room

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 DIGESTING, ABSTRACTING AND INDEXING DOCUMENTS War Room –Boxes –Files Introduction to Databases –Box Labels –File Labels & File Index –Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Introduction to Databases Box Labels Field #1Field #2Field #3 Record #1 Record #2 Record #3 Record #4 Record #5 Record #6 Record #7

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 DIGESTING, ABSTRACTING AND INDEXING DOCUMENTS War Room –Boxes –Files Introduction to Databases –Box Labels –File Labels & File Index –Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Introduction to Databases File Labels Bates Number File Title Matter Name & Number

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Introduction to Databases File Index File Title File Description File Date(s) Notes File Bates Number

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 DIGESTING, ABSTRACTING AND INDEXING DOCUMENTS War Room –Boxes –Files Introduction to Databases –Box Labels –File Labels & File Index –Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Simple Document Database Document Bates Number Document Date Document Title Name(s) Document Type Document Description Issue(s)

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 ANALYSIS OF SOFTWARE AND HARDWARE Software –Concordance Document Database –Excel Document Database –CaseMap Database –IPRO Image Database Hardware

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Concordance Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Concordance Document Record

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 ANALYSIS OF SOFTWARE AND HARDWARE Software –Concordance Document Database –Excel Document Database –CaseMap Database –IPRO Image Database Hardware

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Excel Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 ANALYSIS OF SOFTWARE AND HARDWARE Software –Concordance Document Database –Excel Document Database –CaseMap Database –IPRO Image Database Hardware

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 CaseMap Document Database

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 CaseMap Objects

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 ANALYSIS OF SOFTWARE AND HARDWARE Software –Concordance Document Database –Excel Document Database –CaseMap Database –IPRO Image Database Hardware

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Image Database Software - IPRO

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 ANALYSIS OF SOFTWARE AND HARDWARE Software –Concordance Document Database –Excel Document Database –CaseMap Database –IPRO Image Database Hardware

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 PUTTING TOGETHER PROCEDURES Document Numbering & Coding Scanning & Imaging Documents In-house vs. Vendor

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Numbering System Organizational Bates Numbers –Replicates Original Organization –Allows for Relevance and Privilege Review Production Bates Numbers –Replicates Production Organization –Identifies Production Documents

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Numbering System Organizational Bates Numbers –Replicates Original Organization –Allows for Relevance and Privilege Review Production Bates Numbers –Replicates Production Organization –Identifies Production Documents

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Numbering System Simple vs. Complex Simple - ML00001 –Indicates Producer and page number Complex - ML –Producer, RFP number, and page number Complex - ML-CORP00001 –Producer, location, and page number Complex - ML LVCORP00001 –Producer, construction spec number, location, corporate division, and page number

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Numbering System Simple vs. Complex Simple - ML00001 –Indicates Producer and page number Complex - ML –Producer, RFP number, and page number Complex - ML-CORP00001 –Producer, location, and page number Complex - ML LVCORP00001 –Producer, construction spec number, location, corporate division, and page number

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Simple Document Database Document Bates Number Document Date Document Title Name(s) Document Type Document Description Issue(s)

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 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

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Coding Protocols Unitization Substance Review Substance Data Entry Issue Review Issue Data Entry

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Coding Protocols Unitization Substance Review Substance Data Entry Issue Review Issue Data Entry

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Coding Protocols Unitization Substance Review Substance Data Entry Issue Review Issue Data Entry

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Coding Protocols Unitization Substance Review Substance Data Entry Issue Review Issue Data Entry

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Coding Protocols Unitization Substance Review Substance Data Entry Issue Review Issue Data Entry

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Document Numbering & Coding Case Background & Coding Manual –Case Description –File Index –Numbering System –Document Database –Coding Protocols –Issue Review –Scanning & Imaging Specs

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Issue Review Issues tie everything together Subject vs. Issue Outline Keyword vs. Hierarchical Organization

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Issue Review Issues tie everything together Subject vs. Issue Outline Keyword vs. Hierarchical Organization

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Subject (Issue) Outline

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Issue Review Issues tie everything together Subject vs. Issue Outline Keyword vs. Hierarchical Organization

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Keyword vs. Hierarchical Organization

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 PUTTING TOGETHER PROCEDURES Document Numbering & Coding Scanning & Imaging Documents In-house vs. Vendor

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Scanning and Imaging Documents Image Database Software - IPRO Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Image Database Software - IPRO

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Scanning and Imaging Documents Image Database Software - IPRO Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Image File Format

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Image File Naming/Numbering

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 CD Folder Structure

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Definition of Documents & Boundries Image Resolution Image File Format Image File Naming/Numbering CD Folder Structure Load File Format Imaging Specifications

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 Load File Format

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 PUTTING TOGETHER PROCEDURES Document Numbering & Coding Scanning & Imaging Documents In-house vs. Vendor

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 In-house vs. Vendor Litigation Copy Vendors Imaging Vendors Litigation Support Vendors

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 In-house vs. Vendor Litigation Copy Vendors Imaging Vendors Litigation Support Vendors

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 In-house vs. Vendor Litigation Copy Vendors Imaging Vendors Litigation Support Vendors

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management –In-house IT –Outside Vendor Document Review and Data Entry Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management –In-house IT –Outside Vendor Document Review and Data Entry Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry –In-house –Outside Vendor Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry –In-house –Outside Vendor Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry Imaged Document Downloads

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry Imaged Document Downloads –In-house IT –Outside Vendor

© Hanson Bridgett Marcus Vlahos & Rudy, LLP 2002 INPUT NEEDS Database Development/Management Document Review and Data Entry Imaged Document Downloads –In-house IT –Outside Vendor