Creating, Accessing, and Navigating Chronology

 

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Chronology is a repository and collaborative tool to help you analyze the most important documents from your review. 

You can:

  • View relevant documents in one central location
  • Relate your relevant documents to events in a timeline and annotate them accordingly
  • Filter and categorize documents by custom and default labels
  • Associate documents with certain people in your case
  • Sync your Chronology to one or more Outlines

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Creating a new Chronology

By default, each project on Everlaw has one Chronology, which is named the Master Chronology. You can have multiple Chronologies in one project. To add a new Chronology, you must be a project admin. Go to the General section of the Project Settings page, then select Chronologies. To add more Chronologies to your project, type the name into the input box, and press "enter" on your keyboard. You cannot delete a Chronology once you create it, but you can hide it by clicking the associated eye icon next to the Chronology’s name.

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Accessing a Chronology

By default, project administrators can view and access any Chronology from the StoryBuilder column on the homepage. Permissions for viewing, editing, and sharing Chronologies can be adjusted in the Permissions tab of Project Settings.

You can access Chronologies from the homepage. Each Chronology will be represented by a card with a lavender color band. The bottom left of the card indicates how many documents are currently in the Chronology. You can share a Chronology with a user who has at least "receive" permissions by clicking the three-dot menu icon.

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You can also access Chronologies from the Project Navigation dropdown in the top right of your screen. Click Project Navigation then select the Chronology you want to open. Chronologies are represented by a timeline icon.

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Please note, users subject to document access management may not be able to access chronologies.

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Introduction to Chronology interface

When you open a new Chronology, you will notice that it is completely blank. As you review documents, you can add relevant ones into a Chronology and can add descriptions of the documents and notes on relevance. Once your Chronology is populated with documents, you can utilize Chronology's functionality. 

This is an example of the Chronology interface:

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1) The Label Panel: Shows available labels. It 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 adding, modifying, and filtering by labels, read this article

2) Chronology Toolbar: Contains various tools that can be used in a Chronology, including the Events view and people profiles

3) Document Entries Table: A timeline view that shows all documents in the current Chronology. The documents are listed in Chronological order and can be sorted by ascending or descending dates, dates added, or Bates numbers. If event view is toggled on, you can also see events, represented as a range within the table. 

Additionally, you can use keyboard shortcuts to efficiently navigate through your Chronology. To access a full list, press the "?" (shift + /) key.

You can add documents to the Chronology via the review window or by batch adding them in the results table. This article explains how to add documents to the Chronology. The important thing to note is that when adding documents, you can assign each document a date value from a data metadata field. Then, each document in the Chronology is represented by an entry and sorted by the date values assigned to them.

An entry in the Chronology comprises the underlying document and any labels and annotations applied. Annotations include two sections: description and relevance. 

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Editing document entries

To learn how to add to a Chronology, visit this help article.

To rename a document entry, simply click the name or Bates/control number, type the new name, and click "enter." To edit the date, click the pencil icon next to the date listed (or "No Date" if none was selected) and choose a new value. You can either enter a custom date or select a metadata date field, which will populate the entry with the document's respective value for that field.

To edit description, and relevance fields, simply click on the existing text and input the desired text. Click Save to apply changes. 

In addition to editing details related to the document, you can categorize them using labels and add them to new or existing Outlines.

To remove individual documents from the Chronology, hover over the document's entry. A trash can will appear in the lower right . Clicking on the icon will remove the document from the Chronology. If you'd like to undo your action, click the Undo button that appears in that document's row. Once you exit or refresh the Chronology by clicking the Refresh icon in the toolbar, the entry will disappear completely and you cannot undo the action.

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You can also batch remove documents from within the Chronology (to learn how to batch remove them from the results table, visit this article). First, select the entries of the documents you want to delete using the checkboxes. Then, click the Batch icon in the toolbar (or press the spacebar on your keyboard), and click Remove Documents.

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Sorting the timeline

By default, the Chronology timeline is sorted by date, from newest document to oldest. To sort your timeline by date, date added, or Bates, click the Date dropdown and select your desired sorting method.  You can also type to filter the sort options.  'Date' represents the date value in the Chronology entry, whereas 'Date Added' is the date the document was added to the Chronology.

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Displaying and filtering by description, relevance, metadata

To show or hide description, relevance, or metadata from display, click Settings in the toolbar. Then uncheck any of the three options you'd like to hide from display.

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To change which metadata fields are displayed, click Customize Metadata. By default, the From, To, Subject, Author, and Title fields appear for each document, if a value exists for that document. If you want to adjust which metadata fields are displayed in the entries, click on the Settings icon in the toolbar. Select the desired field in the dialog that appears. If you select any field, the defaults will be removed and only the new fields you've selected will be displayed. You can also click Select All or Select None. Click Save, and your fields will be displayed (if they exist for that document). 

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To filter entries by keyword or metadata value, click the filter icon to the right of the sorting menu. Here, you can enter words or phrases that will search across document description, relevance, title, and the document's metadata values. The search syntax follows the same rules and restrictions as content searching in Everlaw's query builder. Metadata does not need to be displayed for the hits to be returned.

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To filter the timeline by a date range, use the same filter icon that you use for filtering by term, but instead click "Filter by date." Select the date range and press Submit. Note that you do not need to use the calendar to select your dates. You can type them into the input boxes.

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You can also filter the timeline by labels, which you can learn more about in this article.

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Refresh Chronology

If any documents have been added to or removed from your Chronology since your last browser refresh, a green star will appear over the Refresh icon. Clicking Refresh will update your Chronology with its latest changes.

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