Interface Components

Default Eclipse Layout

The IPRO following image shows the typical setup for the IPRO Eclipse application interface:

 

For a quick-table containing basic information about the main interface components, click Closedhere.

 

Components

A

Main IPRO Eclipse toolbar: displays the case name and basic case access and layout commands on the left side, and displays current user name, access to various IPRO resources, and the Sign Out command on the right side.

B

Search toolbar: perform "quick" searches using basic search syntax. Available when a Document, Batch, or Search Results tab is in the case pane area.

C

Timeline: shows dates for the documents in the case or selected set of documents (such as a batch, folder, or search results). The timeline provides a simple way to filter the current document set based on a date range.

D

Case View: contains all commands for accessing case data and details (such as the Dashboard or case data), as well as for performing different tasks (such as performing an advanced search or administrative functions).

E

Case pane: center working area that includes the Documents or related tab (Search Results, Batch, etc.) or other item selected in the Case View pane.

F

Record View pane: collapse by default, may be expanded to appear in the case pane area. This pane is available when the Documents, a Batch, Search Results, or Analytics displays in the case pane area.

G

Tags palette: One of two right slideout panes; use this pane to apply tags to documents and/or pages. If working a batch, review status is also set in this pane.

H

Document Details: slideout pane that includes various presentations of document images. It also includes transcripts if they are part of the case.

I

Navigation toolbars: the case table navigation bar allows you to display one set ("page") of records at a time in the case table and also make other display settings.

The navigation bar in Record View allows you to move from document to document.

J

Relationships/Tally pane: shows tally results or relationship listings. This pane is available when case documents, a batch, search results, folder, or analytics item is selected.

K

Download details: presents download and other details.

Components Overview

Main Eclipse Toolbar

Item A in "Default Eclipse Layout"

The main IPRO Eclipse toolbar appears at the top of the IPRO Eclipse workspace.

  • The left side displays the current case name and includes the application menu, an excerpt of which is shown in this figure. (Only members of the Super Admin group will see the Administration command).

  • The right side of the toolbar (see the following figure) displays the current user name and allows you to check current product release details, access documentation and other resources available at myIPRO, and also sign out.

"Quick" Search Toolbar

Item B in "Default Eclipse Layout"

When case documents, a batch, search results, folder, or analytics component is active in the case pane, the search toolbar is available. It includes the following components:

  • Search bar: the quick search bar allows you to find needed records by entering simple text or a Boolean search expression as explained in Basic Search Expressions.

  • Search options menu: allows you to include related documents (family members) with search results.

    (For more information on using the "Quick" Search toolbar, see "Basic Search Expressions.")

Timeline

Item C in "Default Eclipse Layout"

Starting in IPRO Eclipse 2016.3.1, users with appropriate permissions can view a timeline showing dates for the documents in the case or selected set of documents (such as a batch, folder, or search results). The timeline provides a simple way to filter the current document set based on a date range. See the following figure.

(For more information, see "The Timeline.")

Case View Pane

Item D in "Default Eclipse Layout"

The Case View pane is, by default, the left slideout pane in the IPRO Eclipse workspace. Slideout panes can be minimized or organized so that the workspace fits your needs.

The Case View pane contains the following items:

  • Case Details Dashboard: Click to open the Case Details Dashboard in the case pane, which provides case and batch progress information as well as access to case instructions and documents.

  • Documents: Click to open the Documents tab in the case pane, which provides a list of case or batch records.

  • Batches: Click to open the Batching tab in the case pane and select a batch. A Batch tab (the records in the batch) will replace the Documents tab. See "Batch Selection" or details on selecting batches.

  • Advanced Search: Click to open the Advanced Search in the case pane. See "Advanced Search" for details.

  • Analytics: IPRO Eclipse Analytics is an optional feature that your administrator may configure to help you identify concepts and relationships within and across case documents. IPRO Eclipse actually learns concepts and category details.

  • Clicking a Cluster displays a Search Results tab listing documents matching the clustering criteria plus the Concept Wheel tab.

  • Clicking a Category displays a Search Results tab listing documents matching the category criteria.

  • Reports: Click for access to several status reports. The Reports tab displays in the case pane.

  • Case Administration: For IPRO Eclipse administrators, this section of the Case View pane provides access to administrative functions. Clicking an administration item displays the corresponding item in the case pane.

Case Pane

Item E in "Default Eclipse Layout"

By default, the center region of IPRO Eclipse is the “case pane.” Contents depend on what is selected from the Case View pane and what action the user takes, as described in the following paragraphs.

The case table (also called the “grid”) displays when case documents, a batch, search results, folder, or analytics item is selected. It includes a native file icon (if native files are part of the case), plus document field data. The fields (columns of the table) are based on a coding form. (For more information, see "Case Table.")

Other items display in the case pane area when selected in the Case View pane, such as the Dashboard, the Advanced Search workspace, reports, or administrative workspaces.

Record View Pane

Item F in "Default Eclipse Layout"

The Record View pane is available when case documents, a batch, search results, folder, or analytics item is selected. It presents a coding form(s) configured by your administrator. Each coding form contains selected fields from the case and is typically used to perform data entry (coding) or for editing fields. The edit function in this pane also allows you to tag documents.

Tags Palette

Item G in "Default Eclipse Layout"

The Tags pane is the second slideout pane on the right side of the IPRO Eclipse workspace. It includes the Document Tags and (optionally) Page Tags tabs. These tabs list the tags reviewers apply to documents and/or pages in their case or batch.

Tags are defined by the IPRO Eclipse administrator; users with the needed permission can also show or hide different tag groups on the Tags pane and/or create tags. All users with tagging permissions can create private tags for their own use.

When a user is working in a review batch, Batch Review tags are included in the Tags pane. Use these tags to select the status of the document under review, as shown in this example.

(For more information, see "Tags.")

Document Details Pane

Item H in "Default Eclipse Layout"

This pane presents different views of files and data when the Documents or related tab is open in the case pane. The Document Details pane includes the following tabs:

  • Image: The TIFF (or JPG or PDF) file associated with a selected case record. Annotations (such as redactions) are made in this view, as well as highlighting, markups, and sticky notes. The Image tab supports the transparent or cross-hatch view for redacted information and the highlighting of search terms on the image.

  • Native Viewer: This tab presents an HTML rendering of the document. It will be blank if no field in the IPRO Eclipse database is defined as HTML, or if no HTML file exists for a particular document.

  • Extracted Text: The OCR or extracted text associated with the selected record. This tab will be “empty” if no field in the IPRO Eclipse database is defined as EXTRACTEDTEXT, or if no text exists.

  • Production: If documents within the current case or batch have been produced, the produced document for a selected record displays on this tab. (If a selected record's document has not been produced, the tab will be blank.)

  • Transcripts: If transcripts exist for the case, they are available on this tab.

Note: To view images in the Document Details pane, the IPRO Eclipse image viewer must be installed. Clicking the View button will install this small client component.

Page navigation

The Image tab’s page navigation bar allows you to navigate to a specific page within a document. This navigation bar also appears on the Production tab if you have production images.

Navigation Toolbars

Item I in "Default Eclipse Layout"

Case table navigation bar

The case table toolbar includes three functions—record set navigation, document synchronization, and page (record set) size selection, as described in the following paragraphs.

Case table - record set navigation

When the Documents or a related tab is active in the case pane, the following toolbar appears at the bottom of the case table. The navigation portion of the toolbar makes it easy to view records in the case table one set (page) at a time.

Case table - document synchronization

By default, documents do not display in the Document Details pane—they are not synchronized with the records in the case pane. This approach speeds IPRO Eclipse load times. One method for loading documents is to click in the case table toolbar.

Case table - page size

By default, 50 items (records) display at a time in the Documents, Batch, Search Results, or Analytics tab. This is the tab’s record-set (page) size; it can range from 25 to 1,000 records.

Use the page size selector to choose the preferred number of records.

Record View navigation bar

The Record View pane includes a toolbar that makes it easy to navigate from one document to another:

The document selected with this navigation bar aligns with the record selected in the case pane, the details in Record View, and the image and other items displayed in the Document Details pane.

Relationships (Tally) Pane

Item J in "Default Eclipse Layout"

When the Documents, Batch, Search Results, or Analytics tab is selected, the bottom of the case pane area will include a menu at the bottom of the case pane area that allows you to view document relationships or tallied data.

Download Details

Item K in "Default Eclipse Layout"

Click to view image download information in the status bar: