Overview: Eclipse SE Desktop


In Eclipse SE Desktop, Reviewers analyze the documents that belong to the case. Reviewing a case is an iterative process and the review tasks and the order that the review tasks are completed depends of the needs of your business. Also, In Eclipse SE Desktop, reviewers:

  • Create, run, and save a search
  • Review a document's images, extracted text, natives, and production history
  • Tag documents
  • Apply annotations and redactions to documents

  • Edit fields in the case table and split and merge documents

     

Note: Eclipse SE Desktop provides significant security. Administrators can:

  • Restrict viewing and updating of data at the field level.

  • Limit access based on user roles, groups, and case privileges.

For more information, see Overview: Security.

The Review Process

The following image demonstrates the iterative nature of the review process. This example process shows a two stage review with a subsequent final review. Not every organization will do 3 reviews. Each organization will develop their own process (e.g. number of iterations, tagging requirements, etc.).

 

The case review process is controlled by the fields, tagging rules, and other case details defined during the case creation process. For more information on creating a case, see. While the case is in review, your organization may be creating productions to send to various parties involved in the case. When you are finished reviewing the case you can begin preparing for trial.

Tip: For more information about a possible workflow for the review process, see Workflow: Review a Case.

The Eclipse SE Desktop Workspace

Eclipse SE Desktop contains all of the components you will use to find, view, and review case details and documents. When you start Eclipse SE Desktop, you will typically open a specific case or a review batch. The Desktop workspace will fill with several different panes of information.

 

Name

description

A

Eclipse SE Button

The Eclipse SE button in the upper left corner of the Ipro Eclipse SE Desktop includes the items shown in the below figure and introduced below. Simply click the Eclipse SE button to access the commands.

  • Case Management: Open a case or batch, or change batch status.

  • Edit Tools: Perform global find/ replace operations.

  • Reports: Select from several reports that can assist you with review tasks, administrative duties, and case oversight.

  • Export Data: Export or replicate case data; typically performed by an administrator.

  • Import Transcript: Import and manager transcripts. This is typically an administrative duty.

  • Settings: Work with the layout and/or color scheme for the Eclipse SE workspace. You can also set search highlight colors or disable highlighting.

  • Scan Documents: Optional module that allows Eclipse SE Desktop users (with appropriate privileges) to scan paper documents directly into a case and optionally include OCR text.

  • Exit Case: Click to quit Eclipse SE Desktop.

  • Help: Access online Help, and/or access documentation and other resources available

B

Main Desktop Tolbar

Use this toolbar for searching and workspace management as described in the following figure.

C

Documents Pane Toolbars

Use the main toolbar to choose document pane content and alignment as described in the following figure.

Use the following toolbar, located above Case View or related tabs:

  • to go to a specific image key or record number and

  • to choose the font size or number of documents per record set (grid size).

D

Documents - Left Pane

The documents pane in the left center area of the workspace contains, by default, the Case View tab. This tab is required and presents the case data table. It includes field data (such as image keys, author, file name, and so forth as defined by your Ipro Eclipse SE administrator). The Case View tab appears in the left center section of the workspace when you open a case or a batch.

Optional:

  • Search results: Tabs containing results of your searches; one tab for each search.

  • Private Folders: Tabs listing records you have added to Private Folders. Tab names include the folder names.

  • Public Folders: Private folders shared by others with you.

  • Smart Folders: Tabs listing records you have defined in Smart Folders. Tab names include the folder names.

  • Transcripts: If your case includes transcripts, when you open a transcript, it will appear in the Transcripts tab in this area. This tab includes functions specific to transcripts.

  • Transcript Search Results: This tab shows transcript search results.

E

Documents Pane - Right Pane

Record View: The right side of the documents pane displays a “coding form,” which contains a set of fields for the record selected in the left side of the documents pane. Record View is not visible by default—to view it, select the Record View option.

The fields that are included are defined by your Eclipse SE administrator or may be user-defined. As the name implies, the coding form in Record View is typically used to edit or enter data for the listed fields. Record View can be undocked.

F

Left Slideout Pane

Slideout panes can be “hidden” (minimized) so that only the tabs are visible, thereby making more room for the documents and/or document details pane. Clicking the tab of a hidden slideout pane opens it.

By default, the left slideout pane contains the following tabs:

  • Case Folders: Organizational tools that provide a place for needed information (files or specific records of the case) to assist with case reviews.

  • Relationships: Shows the parent-child relationship of documents associated with the selected record. If no relationships are defined, or you are working in a batch and related documents are not included, then this tab will be blank.

  • Tally: Displays results after a tally request is made. Users can also export or print tally results. “Tallying” a column displays the total number of instances of a value for a particular field.

G

Right Slide-Out Pane

By default the right slideout pane contains the Doc and Page Tags tabs, which contain the tags reviewers will apply to each document and/or page in their case.

Tags are typically defined by Ipro Eclipse SE administrator. (Users with proper privileges can also create tags, and all users with tagging privileges can create private tags for their own use.)

This slideout pane also includes the Transcript Annotations tab, which allows you to add notes, tag transcripts with issues, and link transcripts to specific documents. If your case has no transcripts, this tab will be blank.

H

Document Details Pane

By default, the right center of the Eclipse SE workspace includes the document details pane with the Image tab visible. This pane includes different views of files and data available for each document in your case, including:

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

  • Extracted Text - The OCR or extracted text associated with the selected record. This tab will be blank if no field in the Ipro Eclipse SE database is defined as EXTRACTEDTEXT. In some cases, extracted text may not exist. If you believe it should exist for a particular document, see your administrator.

  • Quick View - This tab presents the native file for the document. This tab will be “empty” if no field in the Ipro Eclipse SE database is defined as NATIVE, or if no native file exists for a particular document. If you believe it should exist, see your administrator.

  • Production History - If documents within the current case or batch have been produced, the produced document for a selected record displays on this tab. (If the selected record's document has not been produced, no information will be included.)

I

Navigation Bar

Used to move through records in any tab in the documents pane on a document-by-document or set-by-set basis:

If document details pane tabs are undocked, a separate navigation bar appears in each undocked pane. The behavior is the same regardless of which navigation bar is used. For page navigation, a separate navigation tool is available in each tab in the document details pane.

J

Status Bar

The status bar of the workspace includes various details regarding Eclipse SE operation.

We recommend that you use Eclipse SE Desktop as configured “out of the box” until you become familiar with its components and features. Once you are used to the default settings, you will have an idea of the customizations you want to make. For a more detailed description of the Eclipse SEworkspace, see Overview: Eclipse SE Desktop User Interface. When you are ready to customize your workspace, see Customize the Eclipse SE Workspace.

Next Steps

Once you have a better understanding of the process of reviewing a case and the Review Workspace, you are ready to begin reviewing your case. For more information about the individual review tasks follow the links in the table, below.

Eclipse SE task

related topics

Search Documents

Overview: Search

Use Advanced Search

Work with Saved SearchesSimple Search for Tagged Documents or Pages

Review Documents in Document Tabs

Overview: Image Tab

Use the Quick View Tab

Copy, Print, or View Extracted Text on the Extracted Text Tab

View and Print Production Documents on the Production History Tab

Tag Documents

Overview: Tagging

Tag a Document or Page

Tag Search Results in Private Folders, Smart Folders and/or Documents

View Applied Tags

Apply Annotations and Redactions

Add or Edit Annotations on the Image Tab

Add or Edit Redactions on the Image Tab

Edit Fields in the Case Table

Keyboard Shortcuts: Case View

Overview: Split and Merge Documents

Work with Transcripts

Overview: Transcripts

Review a Transcript