Introduction to 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 new Chronologies

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 pressing "enter" on your keyboard. 

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Accessing Chronologies

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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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. You can learn about toolbar functionality by reading this article

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 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.

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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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Filtering the timeline

To filter entries by keyword, 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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