catalyst edi… · web viewif the pane has a shortcut key assigned to it in your keyboard map,...

Case CATalyst Edit Features – Part 2

Most reporters and scopists use only a fraction of the features and options available in Case CATalyst Edit that can make editing faster, easier and more accurate. In this class, you’ll delve deeper into features that can improve quality control.

Presented by Larry Paiz

[email protected]

www.reportertraining.com

http://www.reportertraining.com/

mailto:[email protected]

Case CATalyst Edit Features – Part 2

Customize Edit Feature and Display Options................................3

Search Tips.............................................................................6

Research Shortcuts..................................................................8

Mistran Minder.........................................................................9

Hotspots...............................................................................10

Personal Globals.....................................................................12

Case CATalyst Edit Features – Part 2 of 15

Customize Edit Feature and Display Options

Panes

Panes can be accessed and adjusted in a number of ways for your convenience and ease of access:

To open a pane:

Click View, Panes and then select the desired dialog pane.

If the pane has a shortcut key assigned to it in your keyboard map, press the shortcut key. For example, Ctrl+Shift+r is assigned to Reveal Codes, and Ctrl+n is assigned to Vertical Notes. If you want to open and close a particular dialog pane via a keyboard shortcut, you can assign the View command associated with that pane to any unassigned key.

TIP: There are a few Cycle commands that can be assigned to available keys in your keyboard map that enable you to quickly move the cursor from the text window to specific panes and back to the text window: Cycle Between Edit/Notes, Cycle Between Edit/Reveal Codes, and Cycle Between Edit/Reveal Codes/Notes.

TIP: You can assign the Set Active Window command to an available key to open a dialog that enables you to pick the desired pane from a list (by pressing the number of the desired pane or window. This can be helpful if you want to have a shortcut key than allows you to move the cursor from a pane back to the Transcript Text window.

If the pane has a toolbar button assigned to it, you can click the toolbar button. For example, is assigned to Reveal Codes and is assigned to Vertical Notes.

If you want to open and close a particular pane via a toolbar button, you can add toolbar buttons:

1. Do one of the following to open the Customize dialog box:

Right click any toolbar and then click Customize…

Click View, Show, Customize Toolbars.


2. Click the Commands tab.

3. Under Categories, click View. Under Commands, scroll down until you see the specific pane you want to add. Click the command and drag it up to any available toolbar. NOTE: If you add the button, clicking the button will

display a drop-down list of all available panes to open or close.

TIP: If you would prefer to keep your added commands on its own toolbar, click New in the Customize dialog, name the toolbar, and then drag the preferred buttons to the new pane.

4. Click Close to close the Customize dialog.

To position the pane:

Click the title bar of the dialog pane and drag it to the preferred position:

Docked

Drag the pane to the preferred area of the screen (top, bottom, left or right) where you want to dock the dialog pane. A “compass” graphic will appear. Drop the pane on the compass point matching the location where you want the pane to be docked.

TIP: If you wish to dock a pane above, below, to the left or to the right of an already docked pane in the same location, drag the title bar to the docked dialog pane and look for a second compass graphic, then drop on the compass point pertaining to that desired docking location.

Floating/Undocked

Drag the pane to any position other than one of the compass points and the pane will “float” unattached to a screen edge.

TIP: If you wish to quickly “re-dock” a floating pane to its previous position, simply double click the title bar.


Change Pane Fonts

To change the font for Vertical Note or Reveal Codes:

1. Position the cursor on the pane, right click and select Vertical Notes Font… or Reveal Codes Font…

2. Select the preferred font, font style and size.

TIP: For Vertical Notes, use a fixed-width font, such as Andale Mono, Arial Monospaced, Courier New, Letter Gothic or Stenograph to keep steno aligned and easy to read.

3. Click OK.

To change the font for the Brief It, Cat Scratch, Hidden Text, Hotspots,

Search Results or Speaker List panes:

1. Click the Select Font Type button on the pane’s toolbar. Select the preferred font from the dropdown list.

2. Click the Select Font Size button on the pane’s toolbar. Select the preferred size from the dropdown list.

Remove Unnecessary Toolbar Buttons

If you don’t use a command, having a toolbar button shortcut for that command (either above the transcript text window or in a pane) takes up screen space that may be more useful for displaying other items.

1. Do one of the following to open the Customize dialog box:

Right click any toolbar and then click Customize…

Click View, Show, Customize Toolbars.

2. Click the unwanted toolbar button, drag it off of the toolbar and drop it anywhere (other than another toolbar).


Search Tips

Quickly Open the Last File You Were Working On

If you organize your jobs in cases, or have a lengthy list of jobs in your user, it can take several clicks before you find the file you want to open. Here are some tips to quickly find and open the file you want to edit:

If you want to re-open and edit the last file that you worked on:

1. Click File (Alt+f) in Manage Jobs.

2. At the bottom of the File menu is a list of the four most recently opened files. Click the file, or press the number of the file you want to open.

If the file you want to open and edit is not in the list of most recently opened files but you know the name (or a portion of the name) of the file:

1. Click Tools, Search (Ctrl+f)

2. Type the name of the file.

TIP: If you are only sure about a portion of the file name, type an asterisk (*) to hold the place of any/all letters you’re not sure of. For example, if you are looking for a file for which part of the name is 2015-05-, you can type 2015-05-*. If you are looking for a file and all you remember is that it’s a name like Chandler or Shander or something like that, you can type *hand*.

3. If the file you want to find may be inside a case, select the Look in Cases option.

TIP: If you do not find the file and you would like to look for it in a different user, you can select the user you want to search from the Search for Files dialog.

4. Click OK (Enter).5. Files that match your search criteria are displayed in the Search pane.


Double click the preferred file to open it.

If the file you want to re-open and edit is not in the list of most recently opened files and you have no idea what the name of the file is or which user or case it is in, but you can remember specific text in the file:

1. Click Tools, Search File Contents (Ctrl+Shift+f).

2. At File Type, select Transcript.

3. At Search For, type the text that is in the file.

TIP: You can also search for wildcards, specify a case sensitive search and/or search for regular expressions.

4. At Where, select All Users or Current User.

5. Click Search (Enter).

6. Files that match your search criteria are displayed in the Search File Contents pane. Double click the preferred reference to open it, with the cursor positioned on the page and line number of the specific word or phrase for which you searched.

Search for Notes to Yourself

Many reporters will write steno such as /KH*EBG or /SPEL/SPEL and define those strokes as notes they use to remind themselves to check for the correct terminology or spelling when editing the job. They will typically define that steno as something that will stand out, such as ^ CHECKTHIS or ^ SPELLING?.

Rather than scan forward to each occurrence or depend on the color change to alert the reporter or scopist to remind them to check something, many reporters and scopists now prefer to use the List Results feature to make sure that they catch all of these reminders.

To search, press Ctrl+f.

At Search For, type the text. TIP: You can also mark (select) the text for which you want to


search in the transcript and then open the Search dialog. The text will automatically display at the Search For: prompt.

At Search Direction, select List Results.

All occurrences of the text will be listed in the Search Results pane. To navigate to each occurrence, simply double click the entry in the Search Results pane.

Research Shortcuts

Internet Search

If you are connected to the Internet while editing and you want to research a word or marked phrase, use the Internet Search feature. Case CATalyst will open your default web browser and look up the word/phrase in the preferred search engine.

Position the cursor on the item you want to research (or if multiple words, mark/select the words).

Click Edit, Internet Search (Alt+e, n), or right click the word or marked phrase and select the Internet Search icon in the right click toolbar.

TIP: You can assign the Internet Search function to a key in your keyboard map.

TIP: The default search engine is Google. If you would prefer to use a different search engine, you can select it in Advanced Edit Options. In Edit, click Tools, Options, Advanced Edit… (Alt+t, o, a). Click Default Internet Search Engine, and then select the preferred search engine from the drop-down list.

Add a Web Site Shortcut to Manage Jobs

If you want to visit a favorite research web site (for example, http://www.pacer.gov/pcl.html to research case cites and/or http://www.rxlist.com/drugs/alpha_a.htm to look for drug names) from within Case CATalyst, you can create a shortcut in Manage Jobs, and then while editing, click the Manage Jobs tab (or press Ctrl+Tab) to navigate to Manage Jobs, and then double click that shortcut.


http://www.rxlist.com/drugs/alpha_a.htm

http://www.pacer.gov/pcl.html

Although you can create shortcuts in any version of Case CATalyst, here are instructions for setting this up in Version 15 and higher:

1. Open the research web site in your browser. Select the site’s address in the address bar, and then right click and select Copy (Ctrl+c).

2. In Case CATalyst, click Help, Open User in Windows Explorer (Alt+h, w).

3. Right click any un-selected area of the screen and then select New, Shortcut.

4. At Type the location of the item, right click and select Paste (Ctrl+v), then click Next (Enter).

5. At Type a name for this shortcut, type a name to help you easily find and identify the research site shortcut. For example, if you sort files in alphabetical order, you might want to name the shortcut something like 00-CITE CHECK or ZZ-DRUG SEARCH. (00 in front of the name would cause it to be listed at the top of your list of files; ZZ in front of the name would cause it to be listed at the bottom of your list of files; assuming you sort your files by File Name.)

Mistran Minder

As you encounter mistranslates of words, phrases, punctuation or a combination of those items while you edit, you should add them to your Mistran Minder list. You can then use the Mistran Minder tool in Edit to search for occurrences of those mistranslates, to ensure that all occurrences have been corrected.

TIP: Since the introduction of the Mistran Minder tool, many reporters and scopists tell us that they run Mistran Minder when they reach the end of their first pass through the file, to double check and make sure no previously-caught mistranslates were missed in the current job. (A few choose to run Mistran Minder as soon as they begin to edit, and reference it as they are editing other items.)


Create a MistranMinderList file:

There are two ways that you can create a MistranMinderList file. Use one of the following methods:

While editing, select (mark) the word or phrase, right click and then click Send to Mistran Minder List.

Click File, Open, List/Table, Mistran Minder (Alt+f, o, i, a). The first time you open the file, it opens a blank text file in Notepad. Enter each mistranslate (word or phrase) on a blank line.

Add to the MistranMinderList file as you edit via any of these methods:

Mark (select) the word, phrase, punctuation or combination that is a mistranslate; right click and select Send to Mistran Minder List.

You can assign the Send to Mistran Minder List function to a key in your keyboard map. Once assigned, you can mark (select) the word, phrase, punctuation or combination that is a mistranslate and then press the assigned key.

Type a word or phrase, or paste a copied word or phrase directly into the MistranMinderList file in Notepad.

Run Mistran Minder in Edit:

Click Tools, Mistran Minder (Alt+t, i). The Search Results dialog pane displays a list of all mistranslates from the MistranMinderList file. The underlined mistranslate is displayed with any other text on the same line along with the location (page, line and section number).

To navigate to a mistranslate in the list, double click the entry in the pane. When you make corrections, the “fixed” entries will automatically disappear from the Search Results dialog pane.

Hotspots

Most reporters and scopists agree that in order to edit a job quickly and efficiently, it’s frequently best to use the “15-second rule” with regard to items that stump you; don’t waste more than 15 seconds staring at an untranslate or mistranslate that doesn’t make sense or that you can’t figure out from the


steno notes or audio. If it takes any longer, come back to it later.

Scopists and reporters require a means of double-checking to ensure that they haven’t missed or skipped any of those “hot spots.” A “hotspot” is an item that hasn’t been fixed and still need to be edited.

The Hotspots pane makes it very simple to quickly identify and navigate to three types of hotspots; untranslates, blank fields, and occurrences of the <Oops> format symbol. These items display color-coded as follows:

Blue – entries containing empty fields. Green – entries containing untranslates. Pink – entries containing the <Oops> format symbol.

NOTE: Gray – identifies the last entry to which you positioned the cursor.

To display the Hotspots pane, click View, Panes, Hotspots (Alt+v, e, o).

To set Hotspot Options:

Click Tools, Options, Pane Options, Hotspots… (Alt+t, o, Enter, h).

Set preferred options for each Hotspot type. (Click the setting, then select from the drop down list, or double click the setting.)

Insert <Oops> While Writing or Later, in Edit.

During translation: Reporters can define a stroke as the <Oops> format symbol and then write that stroke whenever they’ve written something they know will require explanation or correction and want to “mark” in some fashion.

To define a steno stroke as <Oops>:

1. Open your Personal Dictionary.

2. Press Insert or Ctrl+i.

3. At Steno: Type the preferred steno (e.g. /KH*EBG, /AO*PS), then press Tab to navigate to the Text field.

NOTE: In a previous topic we noted that some reporters prefer to use ^ CHECK or some other visible notation. There are two


potential advantages to using the invisible <Oops> symbol. If you are translating in realtime and sending out to litigation receive software such as CaseViewNet, the text ^ CHECK would be visible; an <Oops> format symbol can only be viewed in Case CATalyst. Second, an option can be set in the Hotspots pane to automatically begin playing audio when navigating to the <Oops> format symbol from the Hotspots pane. This can save a keystroke and some time when editing if you always need audio played immediately.

4. If format symbols are not currently displayed, click the FS>> button. Scroll down to <>Oops and double click or click once and then press Enter to insert the <Oops> format symbol into the Text field.

5. Click OK (Enter).

During Edit: You can insert an <Oops> format symbol anywhere they know they will need to quickly navigate back to an item.

To insert <Oops> in Edit:

1. Press Shift+F4 or F4, F4 to open the Format symbol list.

2. Press o or scroll down to <> Oops.

3. Double click <> Oops (Enter) to insert the <Oops> format symbol into the transcript.

Personal Globals

The Personal_Globals table contains shortcuts for typed-in text that is commonly mistyped. For example, when typing the, many reporters and scopists commonly type teh.

The Personal_Globals table can also be modified to include shortcut entries so that you can type a few characters to insert a longer word or phrase. For example, you can insert an entry such as yk and have the Personal_Globals table recognize that the text you want inserted is the phrase you know surrounded by commas.

When you type any “typo” or “shortcut” text into the transcript text window, as soon as you press the Spacebar, Case CATalyst automatically looks to the Personal_Globals table for an entry and if it finds a match, that text is replaced with the Replacement Text from the Personal_Globals table.


You can also type the “typo” or “shortcut” text into an Insert or Replace dialog box and press Enter to achieve the same results. If you use this method and the Transcript Spell Check option Spell Check While Defining is selected, you may be prompted to correct the entry. Do not type a correction – simply click Ignore (or press Enter) and the Personal Global replacement text will be entered into the transcript text.

NOTE: Personal Globals do not apply to D-, J-, K-, E- or O- (Other) defines.

Set Advanced Global Options:

1. In Edit, click Tools, Options, Global… (Alt+t, o, g).

2. At Apply E-Defines to typed-in text, select Yes.

3. At Use Personal Globals, select Yes. Do one of the following to open the Personal_Globals table:

Click File, Open, List/Table, Personal Globals (Alt+f, o, i, g).

Double click the Personal_Globals file in the System Files case.

NOTE: If you have updated to Version 16 from Case CATalyst 10, you may see one file named “Personal Globals” (with a space between the two words) and one file named “Personal_Globals” (with an underscore between the two words).

If you previously created custom entries in the Version 10 “Personal Globals” table, it needs to be converted to the Personal_Globals table. Click File, Open, List/Table, Personal Globals, and it will convert the old Personal Globals Version 10 table to the current version Personal_Globals file. When you save and close the Personal_Globals file, you can then safely delete the old “Personal Globals” file.

To create a new Personal Global in the Personal_Globals table:

1. Click the Insert icon on the toolbar (Ctrl+i) to open the Insert Personal Global Entry dialog.

2. At Match Text, type the letters of the “typo” or shortcut.

3. Select Case Sensitive if the Personal Global should only apply when the


text you type in a transcript or insert/replace dialog matches the case of the text in the Match Text field.

For example, you may want the all lower case text “dmv” to be a shortcut for typing “Department of Motor Vehicles.” You would select Case Sensitive to ensure that typing all upper case text DMV does not change that text, but remains in text as the typed acronym.

4. At Replacement Text, type the correct text.


To create a new Personal Global from Edit:

1. If the text you want to use as a shortcut does not already exist in the file, type or insert it. Mark the text and open an E-define (Ctrl+e).

2. In the New Text field, type the desired replacement text.

3. Select the Quick add To Personal Globals Table option (Alt+q).

4. OPTIONAL: If the E-define and Personal Global should be Case Sensitive, click Case Sensitive (Alt+v).

5. Click OK (Enter) to complete the E-define. The E-define is added to the current job’s global table and an entry is also added to the Personal_Globals table in the System Files case.

To modify an existing Personal Global table entry:

1. Open the Personal_Globals table.

2. Select the entry to be modified.

3. Use any one of the following methods to select the Modify command:

Click Edit, Modify (Ctrl+m or Alt+e, m).

Double click the entry (Enter).

Click the Modify icon on the toolbar.

4. Modify the Match Text or Replacement Text and/or select/de-select Case Sensitive.


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