Accessing Chronology and the Chronology interface
By default, each case on Everlaw has one chronology, which is named the Master Chronology. You can add additional chronologies under the 'General: Chronologies' section of the Case Settings page.
You can access existing chronologies from the StoryBuilder column on the homepage. Each chronology will be represented by a card with lavender accents.
This is the Chronology interface:
1. The Label Panel: Shows available labels. Also allows you to add new label categories and labels. The number by each label reflects the number of entries in the chronology that have the label applied. To learn about how to add and modify labels see this article.
2. The Toolbar: Contains various tools that can be used in a chronology.
3. Document Entries Table: Shows all the entries in the current chronology. If event view is toggled on, you can also see event heads and markers.
Viewing and editing chronology document entries
Once you add documents to the Chronology, you can view them row-by-row. This article explains how to add documents to the Chronology.
Each document in the chronology is represented by an entry. The entry comprises the underlying document, and any labels and annotations applied to the entry.
- The name and Bates/Control number of the underlying document, along with an icon to open and view the document.
- The date of the underlying document. This date is from a date metadata field of the document. This date is used when you sort chronologically and when event view is turned on.
- Annotations that are applied to the entry. The annotation on the left is a description. The annotation on the right is why the document is relevant.
- The labels that have been applied to the entry, along with a way to add additional labels.
- The outlines that the document is part of.
To edit the name, description, and relevance fields, simply click on the existing text and input the desired text.
To add labels, click on the green '+' icon at the bottom of the entry, and select the desired labels from the drop-down. Click on any applied label to remove it.
To make a document available for use in an outline, click on the green '+' icon in the upper left, and choose from the list of outlines in the drop-down. This icon will not appear if there are no outlines associated with the chronology. You can create outlines from the homepage, or through the outlines icon in the toolbar.
Sorting and filtering chronology entries
- Sorting by date, date added, or Bates: To sort by date, date added, or Bates, click on 'date', 'date added', or 'Bates' in the upper left of the table of entries. In the drop-down, select your desired sorting method. 'Date' is the date values in the chronology entries whereas 'date added' is the date on which the document was added to the chronology.
- Filtering by keyword: To filter entries by keyword, use the filter box right on top of the table of entries. If the icon on the immediate left of the filter box is deselected, the filter will only look at the text that appears in the entries themselves (excluding labels). If the icon is selected, the filter will broaden to look at the content, metadata, and notes of the underlying documents in addition to the text on the entries.
- Filtering by labels: To filter by labels, select the checkboxes associated with labels you want to filter by. You can add multiple labels to your filter - this will be equivalent to an 'and' filter that will return entries only if they have all of the selected labels applied. Clicking on a selected label will change it to a 'not' filter (it will return entries that do not have the particular label applied). Clicking on a 'not' filter will clear the filter for a given label. The counts to the right of each label will adjust to reflect the total number of documents in the filtered table that have a particular label applied.
- Filtering by a date range: To filter the document by a date range, click on the 'date filter' icon to the right of the keyword filter box. Select the date range in the resulting dialogue. Note that you do not need to use the calendar to select your dates; you can type them in.
The events view
Toggling on the events view allows you to see the document entries in chronological order (either ascending or descending), along with markers showing the events that you've created in your chronology. The events view can help you contextualize how documents are related to particular events, and how events are related to each other. To learn more about creating event labels, which can be applied to documents that fall within that event date range, access this article.
To toggle the events view on, first sort the table by descending or ascending date order (use 'date' not 'date added'). Then, click the 'event' icon in the toolbar so that it is selected.
Blue event heads and markers will appear in the central table of entries.
- The head of an event. Shows the event name, date range, description, and annotation of relevance. Click on any field to edit.
- The event marker which spans the total number of documents that fall within the date range of the event. This only shows up if there are documents that fall within the range of a particular event. Otherwise, only the head of an event will appear.
Entries that fall outside of a date range for an event can still be labeled with the event. For example, some documents might be related to an event, but were not generated during the time range of the actual event. However, only documents that fall within the time range of an event will appear within the event marker, including documents that are not labeled with the event.
Note that the length of event markers are proportional to the number of documents that fall within an event, and not the natural length of the event. For example, an event that lasts 2 days with 20 documents will have a longer event marker than an event that lasts 30 days with only 5 documents.
The people view
People labels allow you to document details related to people involved in your case. The format is fairly flexible, so you can apply this functionality in a variety of ways. Perhaps you need to keep tabs on individuals involved on your side or the opposing side of a deposition. You may also want to identify how some people involved in your case are professionally connected to other people.
By clicking the people icon, a dialog box will appear that allows you to add a series of information about that person.
Here is the possible information that you can document about an individual:
- Profile picture
- Email address(es)
- Any social media links related to the person, such as Facebook or LinkedIn
- Additional notes
- Associated Outline(s)
- Work History - You can list multiple jobs and include the following job details for each job
Adding non-review documents for use in a chronology
You might want to use non-review documents, like deposition transcripts, in a chronology or outline. You can upload these documents into Everlaw using the uploads feature. Once they are in the platform, you can add and use them within StoryBuilder.