V4 – Stenograph/Case CATalyst Version 13
Course material by: Cindi Hartman Training Program Manager. Stenograph LLC
8:30 – 10:15: What’s New in Version 13 Case CATalyst Version 13 contains exciting new features and enhancements that will enable greater ease and efficiency in nearly every area of your transcript production process. In this section, you will become familiar with what’s new in Version 13 and learn how to take advantage of these features.
10:30 – 12:00: Introduction to CaseViewNet Realtime output to other computers is not rocket science, and you don’t have to be a computer guru to offer this service (that you know your clients will value)! In this course, you’ll learn how to easily set up output to clients via a network or serial connection, protect your realtime product, and discover the benefits for both you and your client when providing realtime via CaseViewNet.
1:30 – 3:00: Overlooked/Underused Edit Shortcuts How much time would you save on each job by learning how to reduce the number of keystrokes you press, or if you could eliminate having to edit certain items at all? Let’s find out! In this section, you’ll learn about a number of features and techniques that can eliminate a lot of unnecessary extra effort when editing!
3:00 – 4:30: Answers to Most Frequently Asked Questions In this section, you will learn the solutions for the most frequently asked questions affecting productivity in Case CATalyst!
What’s New in 13! Check for Updates The Check for Updates option has been added to the Help menu to make it easier to ensure you are using the latest version of Case CATalyst. 1. Click Help, Check for Updates (Alt+h, u). NOTE: If you are running Case CATalyst with Windows 7 or Windows Vista, the User Account Control feature may prompt, “Do you want to allow the following program to make changes to this computer?” Click Yes to proceed. 2. If an update is available, you will be prompted to install the update. If the most current version is already installed, a “Case CATalyst is up to date” message will appear. TIP: If you do not have an internet connection on your Case CATalyst computer, you can download the latest update on any Internet‐connected computer and copy the update to your Case CATalyst computer. Copy the SGDLUpdate.EXE file from the C:\CAT4 folder on your computer to a flash drive or memory card. Connect the external media to an internet‐connected computer. Double click SGDLUPDATE.EXE and follow the prompts to download the CaseCATalystUpdate .EXE file. If the CaseCATalystUpdate .EXE file was not saved directly to the external media, use Send To or copy/paste to save the file to the external media. Connect the external media to the Case CATalyst computer. Double click CaseCATalystUpdate .EXE and follow the prompts to install the update.
Integrated Video Training The Integrated Video Training option replaces the Basic Skills CBT and CAT Clips options in earlier versions. Selecting this option from the Help menu opens a pane containing Essential Skills (basic transcript production) and Productivity Boosters (additional features) video training files. Each user will also have the option to create a Training user folder containing exercises and practice files. To access Integrated Video Training: 1. Click Help, Integrated Video Training (Alt+h, i).
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2. Click the [+] next to, or double click the category of training videos you prefer; Essential Skills or Productivity Boosters. 3. To begin playing a video, double click the name, select the name and press Enter, or select the name, right click and select Open. 4. To pause or stop playing a video, click the pause button ( ) in the lower left hand corner of the video. To restart playing the video, click the play button ( ) in the lower left hand corner. To play the video in Full Screen click the ( ) in the lower left hand corner. 5. To close a video, press Esc or click the [X] (Close) button in the upper right hand corner. 6. Additional options for working with the Integrated Training Videos include:
Clicking the [+] or [-] toggles between expanding the contents and collapsing the contents of the list.
The
icon indicates a video that has not been opened/viewed.
The
icon indicates a video that has been opened/viewed.
If you hover the cursor over a video lesson title, mini-help displays a little information about the video.
The right click menu for videos includes: o Open – begins playing the selected video. o Mark as Viewed – changes the status from not viewed to viewed. o Mark as Not Viewed – changes the status from viewed to not viewed. o Clear All Viewed History – marks all videos as not viewed. o Collapse All –compresses the display of all expanded lists. o Expand All – displays all items (lists) under all sections.
To create a Training user and access the practice files and exercises: 1. In Manage Jobs, click Help, Create Training User (Alt+h, t). 2. A new user called Training Yourname will be created and open. (For example, if you are working in the Sharon user and click Help, Create Training User, a “Training Sharon” user will be created containing the practice files and exercises. NOTE: Each time you make this selection, it will overwrite the existing user of that name and replace existing files with the original, unedited files. In this way, you can “re-set” files and repeat exercises, if desired.
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TrueStroke Drag/Drop When reporters (or students) using Case CATalyst 13 with a Diamante or Wave writer select this option, Case CATalyst can use available .SGXR2 file data to help translate what normally would have been an untranslate. 1. In the Translate dialog box, click Options. 2. In the Input tab, under Options, click TrueStroke Drag/Drop. TrueStroke Drag/Drop Tips: •
TrueStroke Drag/Drop can be used separately or in conjunction with Drag Drop Analysis.
•
If the reporter does not have a Diamante or Wave writer and selects this option, it will have no effect on the translation results.
NOTE: In realtime translation, the .SGXR2 file is sent to Case CATalyst in realtime when the Diamante or Wave are connected via USB Cable or if the Diamante is connected via WiFi. Bluetooth (serial) connection does not send the .SGXR2 file.
Track Changes When the Track Changes feature is selected, non-global changes (insertion, deletion, replacements) made by any/all editors of a file are recorded. Editors are identified by the text entered for Editor ID in the Application/Computer Options dialog. You can view the changes in a dialog pane (in Normal or Page View) or in the transcript text (Normal View only). To select the Track Changes feature: 1. In Edit, click Special Edit, Track Changes (Alt+s, t). To set the Editor ID: 1. Click Tools, Options, Application/Computer Options (Alt+t, o, /). 2. Click the blank field to the right of Editor ID. 3. Type the preferred name or initials to be used to identify the editor on this computer. 4. Click OK (or press Enter twice). To select colors for Editor IDs and Deletes (OPTIONAL): 1. Click View, Display, Colors… (Alt+v, d, c). August 9, 2012
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2. Click the down arrow to the right of A/An Resolution to display the list of items for which colors can be assigned. 3. Select Changes – Deletes. This is the color used for any deleted text. 4. Click the down arrow next to the color bar to select the preferred color. 5. Click the down arrow to the right of Changes – Deletes to display the list of items for which colors can be changed. 6. Select Editor 1. This is the color used for any inserted or replaced text by the first party to edit the file. 7. Click the down arrow next to the color bar to select the preferred color. 8. Repeat steps 6 and 7 for each subsequent Editor ID. NOTE: Editor 1 is the first party to edit the file; Editor 2 is the second party to edit the file, Editor 3 is the third party to edit the file, etc. For example, suppose a reporter and scopist work on the same file. Let’s say the reporter begins editing the job during realtime translation, or makes some changes before sending the file to the scopist: the reporter is Editor 1. The scopist is the next person to edit the file; the scopist is Editor 2. 9. Click OK. To view changes in a pane: 1. Click View, Panes, Track Changes (Alt+v, e, a). To view changes in the transcript text (Normal View only): 1. Click View, Display Changes (Alt+v, c).
Apply All Globals Backward An Apply All Globals Backwards option has been added to the Global menu and the keyboard map functions. This command will apply all globals backward in the file without opening the Global Table or displaying any prompts.
Click Global, Apply All Globals Backward (Alt+g, g).
NOTE: In the newest version of the Extras-Default and the ExtrasCAT4 kbd keyboard maps, the Apply All Globals Backward function is assigned to Ctrl+Shift+L. Also, a RT - Apply All Globals Backward macro has been added to the Macros case in Extras.ZIP, and the steno /TKPWHRO*B has been defined as &&RT – Apply All globals Backward in the Extras AccelerWriter Definitions dictionary to execute that macro during realtime. (These shortcuts are available via Help, Exceptional Extras, Restore Extras.ZIP). August 9, 2012
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Exhibit AutoLink In Case CATalyst 12.x – 13.02, when you inserted an Attachment Point format symbol and then either scanned to it or double clicked it, you were given the option to attach a file (typically a scanned document or image file) and the file was attached at that one point in the transcript. In Version 13.03 or higher, when you insert an Attachment Point format symbol and attach a file, the file will be attached to all references to the same exhibit. For example, suppose say you mark Plaintiff’s Exhibit 42 on page 14, but you have references to Exhibit 42, Plaintiff’s 42, Plaintiff’s Exhibit 42, and the plaintiff’s name is Smith and the exhibit is also referred to as Smith 42, at various places throughout the job. Every one of those references will be considered “aliases” for Plaintiff’s Exhibit 42. When attachments are included as part of a PDF file, an attorney can easily open the attachment and reference the exhibit from any occurrence in the file. 1. Include your exhibit parenthetical. 2. If using a placeholder for the exhibit number or letter, replace the placeholder with the exhibit number or letter. 3. If the cursor is not currently positioned immediately before or after the exhibit number or letter, position it next to the exhibit number or letter. 4. Click Tools, Attachments, Autolink Exhibits… (Alt+t, h, a). 5. CATalyst inserts an Attachment Point format symbol immediately following the exhibit number, and opens the last location (folder) where you selected an attachment. If the location is not correct, browse to the folder where the attachment is located. Double click the file to be attached, or select the file and then click Open (or press Enter). 6. The Autolink Exhibits dialog box displays showing the exhibit information that was autolinked along with any aliases that match throughout the transcript. Do one of the following:
To verify an occurrence, double click an entry and the cursor moves to that location in the transcript.
To prevent a particular entry from being autolinked, click the box in the Autolink column to remove the check mark.
To confirm the “checked” autolinked exhibits, click OK.
To cancel the autolinking process, click Cancel.
NOTE: The Status column of the Autolink Exhibits dialog displays the current status and displays one of three icons:
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(Green check) indicates the item(s) is autolinked. (Red question mark) indicates there is a conflict with the attachment. For example, you have attempted to autolink the same exhibit number with different attachments. (Red X) indicates the entry cannot be autolinked. This could occur if you try to auto link text that is already partially auto linked to another attachment. 7. Assuming you didn’t cancel the autolinking process, all occurrences in the transcript that are autolinked are surrounded by and format symbols. TIP: If your exhibit parenthetical (e.g. dictionary entry and/or include file) already contains an empty Attachment Point format symbol, you can double click the Attachment Point icon to open the Autolink Exhibits dialog.
Manual Link There may be occasions where you want to link text or a number to an attachment but you don’t want to ‘global’ or autolink all occurrences of the same text or number throughout the transcript. To do this: 1. Insert an Attachment Point format symbol at the point of reference. Double click the Attachment Point icon, and then either double click the desired file or select the desired file and click Open (press Enter). 2. Depending on your Advanced Edit options, do one the following:
If “Autolink after selecting attachment” is set to Yes (this is the default setting), the autolink anyway message displays. As you only want to link this one occurrence, select No.
If “Autolink after selecting attachment” is set to No, go to Step 3.
3. Highlight the text or number of the item that you are manually linking and click Tools, Attachment, Manual Link (Alt+t, h, m). 4. CATalyst automatically inserts the and format symbols around the selected text and attachment. Modify Exhibit Aliases Case CATalyst provides a list of preset autolink aliases. You can create new aliases and/or delete existing aliases.
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1. In Translate/Edit, click Tools, Attachments, Autolink Options… (Alt+t, h, o). 2. Do any of the following:
Click the New icon to create a new autolink alias. A blank entry displays. Type the new aliases and press Enter to complete the entry.
Highlight an existing alias and click the from the list.
Delete icon. The entry is removed
Highlight an existing alias and click the
Move Up icon to move the entry higher
in the list, or click the
Move Down icon to move the entry lower in the list.
NOTE: The order in which entries appear in the list has no effect on the autolink functionality.
Import… allows you to import a list of autolink aliases from a .txt file. For example, if you have been using Exhibit Linker (or another third party software), you can export the list of your exhibit aliases from that software to a .txt file and import them into CATalyst’s autolink aliases list.
Export… allows you to export the current list of autolink aliases to a .txt file that can be shared with another reporter/scopist or imported into Exhibit Linker software.
Personalize Spell Check Punctuation Characters You can specify nonstandard grammatical punctuation that you want Spell Check to stop on. For example, if you or an editing partner prefers to use characters such as * or ^ or + to indicate something to be noted, researched or changed, it may be helpful to set Spell Check to stop on those characters (either to locate the item or to remove the character prior to file delivery). 1. From Manage Jobs, click Tools, Options, Edit, Transcript Spell Check (Alt+t, o, e, t) or from Edit, click Tools, Options, Transcript Spell Check (Alt+t, o, t). 2. Click Advanced… 3. Click the empty field next to Personalized Spell Check punctuation characters. 4. Type the desired character(s). NOTE: You can type more than one character and spell check will stop on each (individual) character. 5. Press Enter. 6. Click OK to close Advanced Spell Check Options. 7. Click OK to close Transcript Spell Check Options. August 9, 2012
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PDF/A Compliant Options Some reporters (including many Federal court reporters) are or will be required to submit their transcripts in PDF/A format for archiving purposes. The option of printing to PDF/A is included in Case CATalyst 13. 1. Open the Print command via any preferred method. 2. At Printer, select Stenograph PDF Printer (or select a saved Print Output option, e.g. Draft or Final where Stenograph PDF Printer is the selected printer). 3. In the PDF section of the dialog, select PDF/A compliant. 4. Click Print (press Enter). NOTE: When PDF/A compliant is selected, the options to sign/encrypt or include attachments in PDF become inactive/are no longer available. TIP: The Finish 'em feature has also been modified to include the PDF/A option when printing to PDF. In the PDF section, when you select to print a text file to PDF, you will see an Options field. This Options field includes three choices: Standard PDF (i.e. a PDF without attachments), With Attachments (PDF with attachments) or PDF/A.
Backup Option in Finish ‘em You can now select to backup jobs as part of Finish ‘em. The selected file(s) will be backed up to individual packages with the same name as the job at the location you specify in the Finish ‘em dialog. 1. At Manage Jobs click Tools, Finish ‘em (Alt+t, f). 2. In the Finish ‘em dialog, in the list of tasks on the right side, under Backup Options, select the preferred options:
At Backup Files, select Yes to back up (or select No if you do not want to back up as part of Finish ‘em).
At Currently Selected Subfiles, select Entire Job to backup all subfiles, or select Selected Subfiles, and then at each subfile type (Text, Dictionary, Steno, Wordlist, Global Table, Job History, PDF, ASCII, Audio), select Yes or No to indicate the subfiles that should be backed up. o
If you choose Selected Subfiles, the Additional File Types prompt will be active. Select Yes or No to indicate the additional subfiles that should also be backed up. (Additional File Types include subfiles that are less-commonly included in backups.)
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file name, and audio will not be included. If you want audio and/or you would prefer multiple selected jobs to be backed up to a single package and to be prompted for a name, click Options at the bottom of the Finish ‘Em dialog, and next to Backup Options, click View Settings. Then, select your preferences for Finish ‘em backup options. Also note that if you select Place all jobs in a single package the default setting is to add a date (in YYYY-MM-DD format) to the name of the backup package. If the Default Package Name is left blank, then the current date will display in the Package name field in the Backup section of Finish 'em. You can add text to the text in the field.
At Backup Location, either type the path where the backup should be created, or click the […] Browse button and then select the location.
3. Click OK.
e-mail PDF Without Zipping You can now attach a PDF file to an email message from within the Print dialog box. When attaching a PDF file from within the Print dialog box, the attachment will not be zipped. 1. Open the Print command via any preferred method. 2. At Printer, select Stenograph PDF Printer (or select a saved Print Output option, e.g. Draft or Final where Stenograph PDF Printer is the selected printer). 3. Select any other desired options (sign/encrypt, include attachments, PDF/A compliant). 4. Click Print. 5. Click the check box to select (or de-select) Attach to e-mail (Alt+e) in the Save PDF dialog box. 6. Click Save (Enter).
Compress & e-mail PDF Without Zipping When you use the Compress & e‐mail option in Manage Jobs, you now have the option to attach the PDF file to an email without first zipping the compress-print version of the transcript. 1. In Manage Jobs, click File, Compress & e-mail (Alt+f, c). 2. Select the job(s) to be compressed and e-mailed. August 9, 2012
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3. Select the desired Compress Print configuration. 4. Optional: Select Build Concordance Index, if desired/requested. 5. If you do not want the PDF zipped, select e-mail PDF (not zipped). (If you do want the PDF to be zipped, select e-mail zipped PDF.) 6. Click OK (Enter).
Export to Lexis/Nexis TextMap Exhibit Linker Format A TextMap tab has been added to the Export dialog box. This allows you to export a transcript that contains attachments and open it in LexisNexis TextMap Exhibit Linker software. The exhibits will automatically be hyperlinked in the Exhibit Linker software. 1. Select the transcript you want to export to TextMap.
2. Click
Export on the Function bar, or click Functions, Export (Alt+u, x).
3. Click the TextMap tab and do one of the following:
If the Output to: field displays where you want to export the file, verify the correct transcript is selected and click Export.
If you want to change the Output to: destination or other options, click Options, then do any of the following:
o
To change the output destination, select an option from the list or click Browse and navigate to the destination location. This will be remembered until you change it. (The default destination is “Same Folder as Selected File.”
o
Select or deselect to Keep Case CATalyst Job Name.
o
Select or deselect “If original filename already exists, automatically suggest a new name.”
o
Select or deselect the Cap All option.
o
Select or deselect to include Timestamps. If including Timestamps, select Clock or Elapsed.
Click OK to save the changes.
4. Click Export to export the transcript to the destination location. The transcript will be exported as an XMEF (TextMap Evidence Format) file type with text, copies of exhibits and hyperlinks throughout the transcript. August 9, 2012
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5. OPTIONAL: If you wish to create additional alias links, open the file in the Exhibit Linker software (a free trial version of the software is available at http://www.casesoft.com/textmap/xmel.asp) and add exhibit alias information. If not, go to step 6. 6. Send the transcriptname.XMEF file to your TextMap client. When the client opens the file in TextMap Reader (or other TextMap software programs), the exhibits will be hyperlinked and an all word index is available. LexisNexis TextMap Reader software is available at: http://www.lexisnexis.com/textmapreader/.
Introduction to CaseViewNet Terminology CaseViewNet is a free realtime transcript viewer software application. It offers advanced interactive realtime access to testimony through a court reporter’s private network, either wirelessly or wired. The CaseViewNet transcript viewer software is used by the receiver (not by the reporter). Output to CaseView refers to the protocol used for output to any transcript viewer program, including older Stenograph products (CaseView II) and competitive products. Network connection refers to CaseViewNet users receiving text via a WiFi network or Ethernet cable. This connection method is available to CaseViewNet viewers that are connecting to a reporter who has purchased a subscription and installed a CaseViewNet certificate. Network connection avoids limitations that apply to serial connection. Serial connection refers to CaseViewNet users receiving text via CaseView-compatible serial cables and adapters or via third-party Bluetooth wireless connection. Serial communication limitations include:
Reporter has no control as to whether the client can save or not save the realtime file in CaseViewNet. (In other words, the client has “full rights” in CaseViewNet.)
No Refresh features unless using Case CATalyst, in which any changes made in the last 5 lines of realtime will be reflected on the CaseViewNet system.
If a CaseViewNet user connects after the realtime session has started, he/she will only receive the realtime data from that point forward. Previous realtime data is not available.
The CaseViewNet Auto Reconnect feature, when sending via serial connection, does not display a “connection lost” message as it does with a Network connection. If communication is lost on the CaseViewNet side (USB-to-Serial adapter removed), a lost connection message will display. The connection retries are almost
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instantaneously. If the connection is re-established with the same COM port, you can select Retry and establish connection again.
Hardware and Software
Network connection requirements o
Hardware Router or Virtual Router Hardware Routers Available Through Stenograph:
Wired/Wireless E1200 Linksys Router To purchase this router, visit www.stenograph.com and then click Supplies, Computer Accessories, CaseView Accessories, CaseViewNet Wired/Wireless Kit Cradlepoint CTR35 Pocket Sized Router To purchase this router, visit www.stenograph.com and then click Supplies, Computer Accessories, CaseView Accessories, CaseView Net Cradlepoint Router Kit.
NOTE: One company that offers software to create a virtual router is Connectify (www.connectify.me). Connectify offers a free version and a Pro version; Stenograph recommends the Pro version to avoid any license issues involving ‘commercial’ use with Connectify. You can get a discount on the Pro version by entering the promotion code STENOGRAPH. Connectify only works with Windows® 7 and a specific WiFi card chipset. If you have Windows 7 but not a compatible WiFi card, you can use a mini WiFi adapter. Mini WiFi Adapter Available Through Stenograph:
Mini WiFi Adapter To purchase this adapter, visit www.stenograph.com and then click Supplies, Computer Accessories, CaseView Accessories, Mini WiFi Adapter.
NOTE: If you use the Mini WiFi USB adapter, Stenograph strongly recommends that you remove the adapter when putting your computer in any case for transport. o
If you are using a WiFi connection with a hardware router; your computer should have wireless capabilities 802.11 B/G/N built-in or created through a WiFi adapter such as the one described above.
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o
If a wired (Ethernet) connection to a hardware router is preferred; the computer needs a NIC (Network Interface Card) card.
o
Case CATalyst (8.20 or higher; current version recommended).
o
CaseViewNet certificate: If you have e-Key™ security, your CaseViewNet certificate is available on each computer using the same PKC. After purchasing CaseViewNet, simply click Help, Security Device Info, Renew License. If you use a hardware security device (blue dongle), a CaseViewNet certificate may be installed on one computer only. After purchasing the certificate, it is installed and activated via Help, Activate CaseViewNet…
Serial connection requirements o
Case CATalyst (8.20 or higher; current version recommended).
o
One serial port; built-in or created via compatible USB-to-serial adapter. NOTE: Not all USB-to-serial adapters are compatible with writers/text output. The one that Stenograph sells is an adapter made specifically for reporters and their clients’ serial communication needs.
o
CaseView compatible cables and adapters For a single connection: “Direct Connect” one blue send adapter, one red receive adapter and one CaseView cable. For multiple connections: multi-line block, send and receive adapters and cables for each connection. Multi‐Line Block Kit Through Stenograph: Multi‐Line Block To purchase this kit containing the splitter, adapters and cables sufficient to connect up to five receive system, visit www.stenograph.com and then click Supplies, Computer Accessories, CaseView Accessories, Multi‐Line.
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NOTE: Stenograph does not offer a wireless serial communication option. Other vendors offer Bluetooth serial products for wireless serial communication. If you choose to use this option, please consult the vendor for information regarding hardware requirements and directions regarding setup and connection.
Connection Configuration (one-time setup)
Network Connection: Configure Hardware Router or Virtual Router . o
A hardware router (a.k.a. access point) offers wired (Ethernet cable) and/or wireless (WiFi) network. Stenograph provides specific step-by-step directions to set up the (E1200 Linksys and Cradlepoint CT35) routers that we sell for use with CaseViewNet. You should follow the setup instructions for your specific model, however router configuration typically involves the following steps: Plug in the router. Connect the computer to the router (either via WiFi or Ethernet cable, as directed). Open your internet browser. Depending on the router, the device will either connect automatically or you will be directed to type a device address (such as 192.168.1.1) to connect to the router. Follow directions to create and name your network. Follow directions to protect your network with a WPA2 password. (This ensures that no one “passing by” can access your router or your feed without permission.)
o
A virtual router such as Connectify (www.connectify.me) can be a reliable, costeffective solution for distributing a CaseViewNet feed in a smaller-sized environment (e.g. board room, limited number of connected participants). NOTE: Stenograph does not own, support nor have any financial interest in the Connectify software. To download Connectify Virtual Router Software Download.
Make sure you are using Windows 7. NOTE: If Service Pack 1 for Windows 7 is not loaded, Connectify will display a message suggesting that Connectify will run better with Windows 7 SP1.
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With your computer connected to the Internet, go to http://www.connectify.me/
At the Connectify web site, click Download.
At the Download page, scroll down to the Download buttons and click Download Connectify Lite. NOTE: Stenograph recommends that you download the free version of Connectify to install, set up and test the software. If you decide that Connectify is the right solution for you, you should upgrade to Connectify Pro to avoid any license issues involving ‘commercial’ use with Connectify.
Virtual Router Setup
Install the downloaded Connectify software and run Connectify to proceed to the setup. In most cases, the Getting Started is Easy dialog box displays. When running, Connectify displays in a pane on your desktop.
Position the cursor in the Hotspot Name field. Type some identifying name or characters to give your ‘hotspot/network’ a unique name so when others want to connect to you, they can easily identify your hotspot. NOTE: The free (Lite) version will always have Connectify‐ as the first part of the name. It does not affect the performance or functionality of the Connectify Hotspot. Once you upgrade to the Connectify Pro version, you can leave Connectify‐ as part of the Hotspot Name or you can remove it.
Position your cursor in the Password field. You want to type a password that is easy to remember and easy for your clients to type in order to establish a connection with your Hotspot. NOTE: If you need to be reminded of your password, place your cursor in the Password field.
Set the following three fields as follows: Internet to Share – Wireless Network Connection Advanced Settings/Share Over – Wi‐Fi Sharing Mode – Access Point, WPA2‐PSK If the fields do not have the correct setting, use the down arrow on the field to display the list and select the specified setting.
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NOTE: Stenograph will only support WPA2 security. Selecting the “Adhoc” setup will not work and Stenograph will not attempt to troubleshoot this setup.
To see if your WiFi chip set is compatible, click Start Hotspot. If your WiFi chip set is compatible, you do not need any additional hardware to use Connectify. If you encounter a Windows error message after a few attempts, then your WiFi chip set is not supported with Connectify. If your WiFi chip set is not compatible, it will be necessary to use the Intellinet® Wireless 150N USB mini adapter to continue to use Connectify.
Serial Connection: Install/identify COM ports. If you will be connecting serially via adapters and cables: o
If you do not have a built-in serial port, install a USB-to-Serial adapter. This involves loading the drivers (most commonly provided on an accompanying CD or link from the manufacturer’s web site) and then connecting the adapter to an available USB port.
o
Open Device Manager: If Case CATalyst is installed on a system running Windows 7 or Windows Vista: Right click the Computer icon on the Desktop (or click Start and then right click the Computer icon) and then click Properties. At the top of the Tasks panel on the left, click the link for Device Manager. If Case CATalyst is installed on a computer running Windows XP (SP3): Click Start, Settings, Control Panel. Double click System. At the top of the System Properties window, click the tab titled Hardware. Click the button labeled Device Manager.
o
Click the or [+] symbol next to Ports (COM & LPT).
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o
Note the address of the port to which you will connect the CaseViewNet Send Adapter.
Check Settings for Anti-Virus and Firewall Programs Many anti-virus software applications installed on computers contain a firewall. A firewall is a system that secures the wireless network, shielding it from access by unauthorized users. It can also restrict data from flowing in and out of the network from both the Case CATalyst network computer and the CaseViewNet client computers. Often, changing a setting in the software firewall can eliminate the restriction. Stenograph has tested several anti-virus software packages and provides recommended settings for the Case CATalyst and CaseViewNet computers to help ensure unrestricted data flow. The latest CaseViewNet anti-virus information can be found on the Stenograph web-site, www.stenograph.com (click Support, Help Desk) or when Case CATalyst is open and you have an Internet connection, click Help, Support Help Desk (Alt+h, s). o
In the Match field, select All.
o
In the Search Index field, select All.
o
In the Keywords field type, caseviewnet virus protection.
For directions to apply any of the recommended actions from this Help Desk document, consult your anti-virus software documentation or vendor.
Set Output to CaseViewNet Options in Case CATalyst
From Manage Jobs, click Tools, Options, Translate (Alt+t, o, t).
Click the Output to CaseView tab.
CaseView II Options: o
Output over comm port This option should be selected when sending to ANY litigation support program via serial connection, whether or not you are also sending through other means, such as WiFi.
o
Comm port: Select the serial port on the reporter’s computer from which output will be sent.
o
CaseView II Same PC, Save CaseView File, Password Protection These features are only used by reporters who have installed the older CaseView II product software on their PC. (CaseView II software is no longer available or
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supported.) These options do not affect any other realtime receive applications (including CaseViewNet).
CaseView II & CaseViewNet passwords CaseViewNet users receiving via a network connection must have a password in order to receive the realtime file. o
Allow save: A check mark indicates that a user given this password will have the right to save the file. No check mark means that a receiver who uses this password will not be able to save the CaseViewNet file.
o
Connections: Only One: Only one CaseViewNet client can connect to your Case CATalyst server using the designated password. NOTE: Official reporters will often create a unique password that never expires for their judge, and use one or more separate passwords with other options for attorneys receiving the realtime text feed. Multiple: One or more CaseViewNet clients may connect to your Case CATalyst server using the same password.
o
Expiration: Never Expires: The password can be continually used without expiring. NOTE: This setting is often used by official reporters for their judge, so that the judge is not required to enter a new password each time they connect to the reporter’s system. Today: The password expires at midnight of the same day of the proceeding. NOTE: This setting is often used by reporters who want to ensure that any party who has not ordered multi-day access is unable to access proceedings on the following day using the same password. Selected date: The password expires at midnight of the selected day. For example, if you are in a five-day trial, CaseViewNet clients can use the same password throughout the five days of trial.
o
Password: Use the current password, generate a new password via the I Want To… field or type a new password. Passwords must be 4 - 64 characters.
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o
I want to… Clone This function can be used to make a copy of all of the settings associated with a password, and enable you to type a new password. This can be a little faster than creating two new password and setting options for each. Delete Deletes the current password and associated information. You can also highlight the password you want to delete and click the Delete Password button at the top of the dialog box. Set Expired Sets the password to inactive. The message “Expired” displays in the Expiration field. This prevents clients from accessing the network with the password. To reactivate the password, select an option in the Expiration field. Generate Password Generate a new password. If a password already exists, Case CATalyst displays a confirmation message. Select Yes to change the password. You can also click the New Password button at the top of the dialog box. Case CATalyst generates a new password with default settings.
o
CaseViewNet options: Server comments OPTIONAL: Type information that displays to your clients when they sign on to your Case CATalyst server. NOTE: This message can let your receivers know they’ve successfully connected to your router and are ready to receive CaseViewNet translated text. Notifications Notification messages only apply to CaseViewNet clients connected via wireless communication. Notify when user connects Check this box to have Case CATalyst display a brief notification message in the lower right corner of your computer screen during realtime when a client connects to your Case CATalyst server.
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Notify when user disconnects Check this box to have Case CATalyst display a brief notification message in the lower right corner of your computer screen during realtime when a client disconnects from your Case CATalyst server. Notify when user's rights change Check this box to have Case CATalyst display a brief notification message in the lower right corner of your computer screen during realtime when password permissions change for a client connected to your Case CATalyst server. Example: when starting the session, let’s say that one of the attorneys is given a password that does not include the right to save the file. During a break in the proceedings, an agreement is reached whereby the attorney should be allowed to save the file. The attorney can use an “Upgrade Password” feature in the CaseViewNet software to change to a new password provided by the reporter and the notification confirms that the connecting user’s rights have been successfully changed.
On The Job… Starting the session: 1. If you will be using a network connection using a hardware router, plug the router into a wall outlet. 2. Start your computer. When fully booted, if you will be using a network connection, confirm you are connected to your hardware router, or to your virtual router. (If Connectify has not been set to start the hotspot automatically, open the software and click Start Hotspot). 3. Have your clients start their computers and wait until they are fully booted. 4. Open the Translate & Edit function in Case CATalyst. 5. At Output To: in the Translate dialog, select CaseView. NOTE: If you want this setting to be remembered for future translations and automatically send output to CaseView, click the Remember Setting option. 6. Select any other translate options for the session (e.g. load saved translate settings file, select dictionaries and/or global tables, input options, create EZ Speakers, etc.) and then click OK (Enter) to begin translation. 7. Write a stroke on your writer to begin realtime.
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8. Each party that will be receiving the CaseView feed should do one of the following: If using a WiFi network connection, connect to your network. (Right click the network icon in the Windows taskbar tray and then select your network). If the reporter set up a (WPA2 network security) password for the WiFi network, each client will need to know the correct password to enter. If using a wired network connection, connect the network cables from the router to the client’s network card. If using a serial connection, connect the serial receive adapters to the client’s serial port, one end of the CaseView cable to the receive adapter, the other end of the CaseView cable to the Multi-Line Block or send adapter (as appropriate). 9. Each party should open the CaseViewNet software, and click on the Function bar, or click Realtime, Connect.
the Connect button
The first time the receiver uses CaseViewNet, they will be prompted by a Connection Wizard to select communication preferences (e.g. network vs. serial). If using WiFi communications, the client needs to select the Server (your CATalyst computer name will be listed) and then type in his/her name and the password provided by the reporter for the feed from Case CATalyst (this is the CATalyst password, not the router/network password). NOTE: If you need a reminder as to available passwords to provide to your client, you can click View, CaseView Options, CaseView Passwords (Alt+v, a, p). If using a serial connection, the client needs to select the options for serial (Direct) connection, and identify the COM port to which the serial cables/adapters are connected. NOTE: After setting options the first time, you will have the option to “please stop using the Connection Wizard” so that previous connection information will automatically be re-used. If the client needs to change settings, they can click Options, System Options, and either set “Use Connection Wizard” to Yes to be prompted through the connection options, or select individual settings as desired. 10. Each party should begin receiving realtime data. If using a WiFi connection and the client is late connecting (regardless of the amount of time that has passed), as soon as connection is made the client will get the entire file. If using a serial connection, and the client is late connecting, the client will only get the realtime data from the time of connection and forward.
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During the session: o
The reporter can monitor connected user information via the CaseView Connected Users pane. To open the pane, click View, CaseView Options, CaseView Connected Users (Alt+v, a, u). If the pane is set to Basic Mode, only the user’s name is displayed. You can hover the cursor over a connected user’s name for detailed information about the connection status, save rights, etc. If set to Advanced mode, you can display details for each connected user in selected columns, filter connected user information and create grouping to sort users by connection details (e.g. list all users with save rights in one group, all users without save rights in another group, etc.). You can right click a connected user’s name and do any of the following: Log user off Disconnect the selected user. NOTE: If the CaseViewNet user has the Auto Connect option selected, they will automatically reconnect to the active session. Has save rights Change the current save rights for the selected user. indicates the user current has save rights. indicates the user does not have save rights. Block User Disconnects and blocks the selected user from reconnecting. When you block a user, the Block CaseViewNet User dialog box displays in Case CATalyst indicating you are blocking the user and providing the opportunity to include a message. If desired, type a message to the CaseViewNet user explaining the reason for blocking the connection. (For example, “Please connect to the “Linda” Server, she is your court reporter today.”) When finished typing your message, click Block & Logoff User to active the block. When Case CATalyst blocks the user, a blocked connection message displays in CaseViewNet along with the reporter's message, if applicable. If you block someone incorrectly, you can remove the block and allow connection for a selected user. Right click the user name and click Block
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User. When removing the block, it is necessary for the CaseViewNet user to click Connect (or click Realtime, Connect) in order to receive the realtime transcript. o
The connected parties may use a variety of CaseViewNet features during realtime translation: Instructions for using the most common connection and annotation features are available via the CaseViewNet Quick Reference Guide.PDF. This two-page document can be accessed or downloaded from the CaseViewNet for Legal Professionals page at stenograph.com. Video training for CaseViewNet users is available at StenographLCC’s You Tube Channel. NOTE: When using any cursor movement or feature, realtime text will be suspended. Make sure that all CaseViewNet connected users know to use one of the following methods to turn on Follow Realtime:
Click on the Function Bar. Press Esc. Click Realtime, Follow Realtime (Ctrl + o). If a connected party begins a session with one set of user rights and after discussion/arrangement with the reporter, must change those rights prior to the conclusion of the session, the connected party can click Realtime, Upgrade Password… and input a new password.
Ending the session:
o
If the client has save rights, he/she can click File, Save or File, Save As and save the file in any of the following formats: CaseViewNet – saves the file in .SGCVN CaseViewNet format and the file can be viewed and annotated in CaseViewNet. LiveNote® Portable Transcript File – saves the file in .PTF format which can be opened in LiveNote. It will contain all annotations made in CaseViewNet. ASCII – saves the file in a .TXT ASCII-compatible, plain text format. Annotations are not saved in the ASCII file.
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TextMap® Portable Transcript File – saves the file in .XMPTF LexisNexis TextMap compatible format which can be opened in TextMap. It will contain all annotations made in CaseViewNet. Summation File – saves the file in a .PTF format which can be opened in Summation. It will contain all annotations made in CaseViewNet. Amicus – saves the file in a .TXT Amicus-compatible plain text format. Annotations are not saved in the Amicus file. o
Connected parties can disconnect via any one of the following methods: Click Realtime, Disconnect. This will disconnect without closing the current file or the CaseViewNet program. Click File, Close (Alt+f, c or Ctrl+F4). This will disconnect and close the current file, but will not exit the CaseViewNet program. The user will be asked whether they wish to generate a report (save the issues, marks and/or notes) and will be given the option to save or print the report. If the user has save rights, they will be prompted to save the transcript. Click File, Exit (Alt+f, x or Alt+F4) or click the close button on the CaseViewNet title bar. This will disconnect, close the file and exit the CaseViewNet program. The user will be asked whether they wish to generate a report (save the issues, marks and/or notes) and will be given the option to save or print the report. If the user has save rights, they will be prompted to save the transcript.
o
The reporter can safely end Case CATalyst realtime: After any/all serial-connected parties have disconnected. At any time, if parties are connected via a network connection.
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Troubleshooting & Tech Tips
Preventing WiFi Connection Drops A WiFi card or adapter will continually look for the strongest signal with the purpose of connecting to the Internet. When it finds a stronger signal, the WiFi card or adapter will “jump” to the stronger connection without checking whether the current connection is in use. This can result in a lost connection. Case CATalyst displays a notification if the connection is lost or jumps to another access point and prompts you to reconnect to the original access point. To help prevent the WiFi card or adapter from “jumping” to another network, change the following wireless settings on the CaseViewNet computer and the realtime reporter's Case CATalyst computer/server. Depending on your operating system, these instructions may vary.
o
Click Start, Control Panel.
o
Depending on your Windows operating system and view setting, click Network, Network and Sharing Center, or Internet, Networks and Sharing Center.
o
Select Manage wireless networks. The dialog box for managing wireless connections displays.
o
Double click the realtime reporter's network name.
o
The Wireless Network properties dialog box for your network name displays. If necessary, click the Wireless Properties button to display the Wireless Network properties dialog box.
o
Check the option, Connect automatically when this network is in range, then click OK to save your changes.
o
Identify any other stored wireless profiles, if any, that may be in range of your wireless connection. Double click the network name and if selected, de-select Connect automatically when this network is in range.
o
Close any open Manage wireless network dialog boxes when finished.
Case CATalyst Server Does Not Display If the CaseViewNet computer cannot find the Case CATalyst server name after a reasonable period of time, do the following: o
On the CaseViewNet computer, click Refresh List in the Find Server dialog box. If the server displays, click Connect to establish the connection.
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o
Verify there is an active realtime session on the Case CATalyst computer. A realtime file must be started and at least one steno stroke written to establish a realtime connection in Case CATalyst.
o
In Case CATalyst, be sure that CaseView was selected in the Output To field when beginning translation. It may be necessary to stop the realtime translation and restart realtime to ensure CaseView is selected in the Output To field.
o
Confirm that the CaseViewNet computer is connected to the realtime reporter's wireless network. The CaseViewNet computer must first be connected to the reporter's wireless network before CaseViewNet can establish a connection to the Case CATalyst server.
o
If CaseViewNet continues to be unable to establish a connection to the Case CATalyst server, click Help, Activate CaseViewNet…, Check Status to be sure that CaseViewNet activation on the Case CATalyst computer is current. CaseViewNet activation is valid for one year. Without current CaseViewNet activation, no CaseViewNet connection is possible and the Case CATalyst server is not available.
CaseViewNet Server Startup Error When starting realtime and outputting to CaseViewNet, a Server Startup error message may display, indicating the name of a program that is currently using the same port Case CATalyst uses to output to CaseViewNet. At this time, two programs, Skype and Pando are known to interfere with the CaseViewNet output. It is possible there are other programs that block the CaseViewNet data output. If you receive the error message, close the indicated program and then restart realtime and establish the communication between Case CATalyst and CaseViewNet. NOTE: It is possible to use Skype while running CaseViewNet by starting Skype AFTER beginning realtime.
CaseViewNet computer with Cellular Modem When the CaseViewNet computer is attempting to establish a wireless connection using a cellular modem (a.k.a. air card) for Internet access, it is possible that the computer cannot determine if it should communicate with the cellular modem or the router used for the realtime reporter's wireless network. To ensure communication to the reporter’s wireless network, do the following: o
Remove the cellular modem card from the CaseViewNet computer and reboot the computer. This releases the IP address which will allow the computer to connect to the reporter’s wireless network.
o
Establish WiFi connection to the reporter’s wireless network.
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o
Establish CaseViewNet connection to the Case CATalyst server.
o
Plug the cellular modem card into the CaseViewNet computer.
CaseViewNet Serial Connection Issues o
Serial Cable with USB-to-Serial Adapter When no physical serial port is available, cable connection between the computers is accomplished using a serial cable and a USB-to-Serial adapter to establish a serial port. The USB-to-Serial adapter inserts into a USB port on the computer. Verify the device driver for the adapter is installed. If you plug the USB-toSerial adapter into a USB port and the New Hardware Found message displays, it is necessary to load the device driver for the adapter. Device drivers are found on the vendor supplied CD that comes with the adapter or on the vendor's web site. Follow the vendor's installation instructions. Depending on your operating system, you may need an updated driver. When the device driver is successfully installed a brief message displays confirming the installation. When the device driver is successfully installed, verify the COM port assignment for the USB port to which the USB adapter is connected. After verification, confirm the COM port assignment in the Connection section of CaseViewNet System Options. Verify Direct is selected in the Connection section of CaseViewNet System Options.
o
Serial Cable with Serial Connector The serial cable connects to the Receive adapter and plugs directly into the serial port on the computer. Verify Direct is selected in the Connection section of CaseViewNet System Options. Be sure the correct COM port is selected in the CaseViewNet System Options. Confirm the COM port assignment, if necessary. Verify with the reporter that CaseView is selected in the Output To field in the Case CATalyst Translate dialog box. Verify the correct Receive adapter is being used.
o
CaseViewNet displays "garbage" text on the screen during the realtime session when connected via serial cable connection. Do the following:
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Verify in CaseViewNet System Options that the baud rate is set to 2400. Stenograph recommends a baud rate of 2400 for CaseViewNet computers when receiving realtime data via serial cable. Verify you have the correct cables for the serial connection between Case CATalyst or compatible CAT system and your CaseViewNet computer. Verify the following adapter and cable connections: If there is only one receive computer, a blue Send adapter for the CAT system attaches to a crossover cable connected to a red Receive adapter for CaseViewNet system. If there are multiple receive systems, the blue Send adapter for the CAT system attaches to a crossover cable connected to the multi-line block (MLB). A gold Receive adapter on each CaseViewNet receive system attaches to a crossover cable. Each crossover cable is connected to the multi-line block.
Most Overlooked/Underused Edit Shortcuts Use Pre-defined Fields for Easier Includes Use pre-defined fields to automatically fill in day, date and page number information wherever it’s needed.
Tips for Automatic Dates o
Creation Day of Week, Creation Date, Creation Date in Words There are three pre-defined fields that you can insert into an include file to show the date a job was created. Case CATalyst automatically bases the field value on the creation date in the Job History. When you include a file into the job, the Creation Date dynamically adjusts to display the creation date for the current transcript. NOTE: If the date is incorrect, you can change the field value in the Insert Field dialog box.
o
Current Year This field reflects the current year based on your computer date and dynamically changes when the year changes on your computer. Use this field in include files where the current year is necessary.
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o
Seal Date or Seal Date with Day After including an include file with a date placeholder, you can replace a placeholder with these fields to reflect the current date the field was inserted into the transcript using an ordinal day followed by the month and year, e.g. 18th of May, 2012; or the word "day" followed by the month and year, 18th day of May, 2012. The date in these fields does not change when you open and close the file and it does not update/change if you insert the field in one file and include that file into another. You will insert the fields into the transcript at the time of the required date.
Tips for Page Numbers o
Transcript Start/Transcript End These fields can be inserted in the transcript to indicate which page Case CATalyst should consider the first and/or last transcript pages. When inserted into transcript text, they are inserted as Hidden Text. When you want to have the value display on a transcript page (e.g. text on a certificate page such as “the foregoing testimony on pages 4 through 146”), you can fill in another field (e.g. [!JOBSTART] or [!JOBEND]) with [!Transcript Start] or [!Transcript End] as the value. The page number where the Transcript Start or Transcript End field was inserted will appear as the value for the [!JOBSTART or [!JOBEND] fields.
o
Transcript Total This field can be inserted anywhere in a document to calculate the total number of pages, based on the Transcript Start and Transcript End fields. The value of Transcript Start subtracted from the value of Transcript End plus one equals the value of Transcript Total. (For example, if Transcript Start is on page 1 and Transcript End is on Page 10, the value of Transcript Total is 10 (10-1+1 = 10).\
Use Other Field Values This command will enable you to use the values for fields you have completed (filled-in) in another job. For example, if you have two jobs which are using the same title/caption, you can simply include the standard blank title page and select Use Other Field Values, select the job that shares those values and have them automatically filled in. 1. Click Special Edit, Use Other Field Values (Alt+s, h).
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2. Browse to and then double-click the job which contains the filled-in fields that should be applied to the current job (or select the job and then click Open or press Enter). 3. Select the fields that you wish to apply. You can use Shift+click to select multiple consecutively listed fields, Ctrl+click to select (or de-select) multiple non-consecutively listed fields, or click Select All to select all fields. 4. Click OK (Enter). NOTE: If you click Define Fields prior to translating the job, you can click Use Other… and select the file with the desired field values. If you do this, then fields will be filled in automatically with those values when included or inserted in Edit.
Search File Contents When you need to research a spelling or remember how you wrote something in another job, you can quickly locate that information and display it in Manage Jobs. Search File Contents enables you to search for text or steno in dictionaries or any word/phrase in a transcript file. NOTE: The dictionary or text file must be located in the current user root. 1. In Manage Jobs, click Tools, Search File Contents (Ctrl+Shift+f or Alt+t, t). 2. In the Search File Contents dialog: o
At File Type, select Dictionary or Transcript.
o
At Search For, type the desired text, format symbols, fields or steno and then select options to limit the search (e.g. Whole Word and/or Case Sensitive for Text, Partial for Steno).
o
At Where, select All Users, Current User or Current Case and Contents.
o
Click Search (Enter).
3. Search results display in a pane labeled Results for Search Transcripts or Results for Search Dictionaries. Each occurrence of the searched-for item is listed in a section labeled by the filename, and references the page and line number of the occurrence. The dialog pane can be adjusted, re-sized and repositioned as desired. The state of the Search File Contents Results dialog pane (docked, hidden, closed) will be remembered when you close and reopen Case CATalyst. August 9, 2012
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When the red circle with X icon is available, the search is still active. You can click this icon to stop the search in progress. When the circle with X icon is grayed, the search is complete or has been interrupted. To modify the search criteria or begin a new search, click the binoculars icon next to the circle with X icon. 4. Double click any line to open the file in Edit to the page and line number of the occurrence located by Search File Contents. TIP: Move files to a “Storage” User vs. Deleting Assuming that the drive where Case CATalyst is installed has sufficient available space, don’t delete jobs immediately after backing them up. Instead, create a new user, name it “Storage,” and then move jobs out of your user into the Storage user. Completed work won’t clutter your workspace, and jobs will still available for reference via Search File Contents.
Personal Globals The Personal_Globals table contains shortcuts for text that commonly needs to be typed and 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 Other defines.
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Set Advanced Global Options: o
In Edit, click Tools, Options, Global… (Alt+t, o, g).
o
At Apply E-defines to typed-in text, select Yes.
o
At Use Personal Globals, select Yes.
Do one of the following to open the Personal_Globals table: o
Click File, Open, List/Table, Personal Globals (Alt+f, o, i, g).
o
Double click the Personal_Globals file in the System Files case.
NOTE: If you have updated to Version 13 from Case CATalyst 10, you may see one file named Personal Globals and one file named Personal_Globals. If you previously created custom entries in your 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 Version 10 table to the current 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: o
Click the Insert icon on the toolbar (Ctrl+i) to open the Insert Personal Global Entry dialog.
o
At Match Text, type the letters of the “typo” or shortcut.
o
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.
o
At Replacement Text, type the correct text.
o
Click OK (Enter).
To create a new Personal Global from Edit: o
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).
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o
In the New Text field, type the desired replacement text.
o
Select the Quick add To Personal Globals Table option (Alt+q).
o
OPTIONAL: If the E-define and Personal Global should be Case Sensitive, click Case Sensitive (Alt+v).
o
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: o
Open the Personal_Globals table.
o
Select the entry to be modified.
o
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.
o
Modify the Match Text or Replacement Text and/or select/de-select Case Sensitive.
o
Click OK (Enter).
Spell Check Tips
Add correct spellings to the Personal, Case or Job wordlist. Some reporters and scopists will only select Ignore or Ignore All. Those options will not improve Spell Check performance for future jobs.
Re-use case or job wordlists to help spell check other jobs: o
In Edit, click Tools, Options, Transcript Spell Check… (Alt+t, o, t).
o
Under Additional Wordlists, click Add… (Alt+a).
o
Browse to and then select any Case or job wordlists (.TLX files) that may be helpful in spell-checking the current job, then click Open to add them to the available wordlists.
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o
Click the check box (or select a wordlist and then press the Spacebar) for each wordlist that should be used to spell check the current job.
Use Make Wordlist to create wordlists from case or job dictionaries. o
Open a case or job dictionary in Manage Dictionary.
o
Click Tools, Make Wordlist (Alt+t, w). All the words in the currently open case or job dictionary that Spell Check identifies as misspelled, to the case or job wordlist and assigns Ignore to them. If no wordlist exists, Case CATalyst automatically creates a new job or case wordlist (with the same name as the job or case dictionary).
Macros Macros are shortcuts that play back a series of commands in Translate and Edit, Edit (or in Manage Dictionary). The commands can be recorded by keystroke or by clicking a menu item or toolbar icon. In Edit and in Manage Dictionary they can be played back via the keyboard or the mouse. During realtime, macros can be played back via the writer.
Identify the need for a macro. Any task that requires more than a couple of keystrokes and is repeated throughout one or more jobs is a good candidate for a macro. NOTE: Before recording a macro; check the list of available commands that can be assigned to keys in your keyboard map to see whether recording a macro is necessary.
How to record an edit macro and assign it to a key in your keyboard map:
o
Position the cursor where the macro should begin.
o
Click Tools, Macro, Record (Alt+t, m, r). NOTE: After clicking Tools, Macro, you can click the dotted line above the Macro menu and drag it away from the menu and turn it into a toolbar. When recording additional Macros, you will only need to click once to begin recording. o
Press the series of keyboard commands and/or click toolbar icons or select menu commands with the mouse. NOTE: When a dialog box is open, you must use the keyboard command to select an item.
o
OPTIONAL: If the commands you are recording may have variations (e.g. part of the macro you’re recording will include a file and which file should be included might change from job to job), you can create a Pause in the macro so that you can perform the varied task and then resume playing back the rest of the recorded
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commands. To record a pause, click the Pause button in the Record Macro toolbar. As soon as you press Enter, the macro will resume recording keyboard commands and/or clicks to toolbar icons or menu items. o
When finished recording, click Stop in the Record Macro toolbar. NOTE: If you shift the cursor focus to a function outside of Edit or to another application, or if you perform any commands (e.g. dragging to mark) which are not recognized by the Record Macro function, you may be prompted with the following message: “The actions you took are not recordable. These are not actions that can be saved for a macro.” If you receive this message, click OK and then start over again. Pay careful attention to the cursor position and re-record the macro using only keystrokes and/or mouse clicks on toolbar icons or menu items.
o
Type a name for the macro in the Save Macro dialog box.
o
Click Assign After Saving (to be prompted to assign the macro to a key in the keyboard map immediately after saving).
o
Click Save (Enter).
o
If prompted, double click the keyboard map to which you want to assign the macro or click to select the preferred keyboard map and then click Open (Enter). NOTE: You can set the preferred keyboard map to use when assigning macros in Advanced Edit Options: In Edit, click Tools, Options, Advanced Edit… (Alt+t, o, a). Under Keyboard Map Options, click Keyboard to open when assigning recorded macros. Click the down arrow to select one of the keyboard maps in the System Files case, or click […] to browse to and select a keyboard map located in another user. Click OK to close Advanced Edit Options and save this setting.
o
The Assign Key to Function dialog appears, with the macro you just recorded selected under Functions. Select the key, Shift+key, Ctrl+key or Ctrl+Shift+key that you want to assign to the macro and then click Assign. NOTE: You will receive a warning message if you selected a key which is assigned to another function. If you click Yes, the current function assignment will be
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replaced with the selected function. If you click No, Assign will be cancelled and you can select a different key for the function. o
Click Close (Alt+c) to close the Assign Key to Function dialog box.
o
Use one of the following methods to save the changes and close the Keyboard Map: Right click the keyboard map file tab and select Save & Close. Click File, Close (Alt+f, c) and then click Yes when prompted to save the changes. Click the Close button on the menu bar (Ctrl+F4) and then click Yes when prompted to save the changes.
How to Playback a Macro via the Keyboard o
Position the cursor as needed.
o
Press the key assigned to the macro.
Most Popular Macros The best, most helpful macros are the ones that meet your specific needs. The best sources for ideas for helpful macros come from recognizing a situation where you have been using the same series of commands over and over. However, there are certain edit shortcuts that many reporters use. These most popular macros have been recorded for you and are available via the files in Exceptional Extras: o
Restore the Extras.ZIP file to your user: Click Help, Exceptional Extras (Alt+h, e). Click Restore Extras.ZIP. Make sure Keep Case Structure is selected. Click OK (Enter).
o
To assign the Edit Macros to your current keyboard map: Open your keyboard map (double click in System Files, or double click the name of the keyboard map on the status bar in Edit). Double click the key to which you wish to assign one of the macros. Select the preferred macro (located at the bottom of the list of functions in the MACROS section).
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Click Assign, then click Close. Repeat for each macro you wish to assign to a key in your current keyboard map. Save the changes and close your keyboard map. o
To use the Extras-Default or Extras-CAT4 kbd keyboard map: These keyboard maps have the same commands as the Default and CAT4 kbd keyboard maps, plus the Extras Macros (and additional helpful shortcut commands assigned to available keys). If you wish to use one of the Extras keyboard maps to be the keyboard map that is used whenever you open a file in Edit: From Edit, click Tools, Options, Advanced Edit… (Alt+t, o, a). Under Keyboard Map Options, click Default Keyboard Map, then click the down arrow that appears at the far right side of that line. Select the Extras keyboard map that you prefer. NOTE: If you currently edit using the Default keyboard map, you will be most comfortable using Extras-Default. If you currently edit using the CAT4 kbd keyboard map, you will be most comfortable using Extras-CAT4 kbd. Click OK (Enter).
Answers to Most Frequently Asked Questions Unexpected Display Change Question: All of a sudden, my screen looks different! What happened?
Possibility #1: If the “difference” in the screen is the appearance of line spacing, fonts and/or graphic elements such as page breaks, box lines and/or headers and footers, you may have changed the view from Page View to Normal View or from Normal View to Page View. Solution: Change the view via one of the following methods: o
If you want the transcript in Edit to look as a printed page would look (e.g. with box lines, headers and footers, page breaks that look like separate pages vs. a dashed line), click View, Page View (Alt+v, p).
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o
If you want the transcript in Edit to not display box lines, headers and footers, page breaks represented by an image of a separate physical page, etc., click View, Normal View (Alt+v, n).
Possibility #2: If the only “difference” is that the display appears to be single spaced rather than double spaced, then if you are in Normal View, a doublespaced view may not be selected. Or, in either view, you may have inserted a format symbol. Solution A: Set Normal View to show double spacing. o
Click View, Show, Double Space in Normal View (Alt+v, s, o).
Solution B: Remove an unwanted format symbol. o
Click Edit, Search (Ctrl+f).
o
In the Search dialog: At Search for, press F4 and then press Shift+s (). Select Go to Reveal Codes after FS Search (Alt+g). Under Search Direction, select Backward (Alt+b). Click OK (Enter).
o
Press Delete to remove the unwanted format symbol.
Solution C: If single spacing is correct for part of the transcript text but incorrect after a certain point in the transcript, insert the missing format symbol.
o
Position the cursor where single spacing should be turned off.
o
Press F4 and then press s ().
Possibility #3: If the “difference” is that beginning at a certain point, the color of the text that follows has changed from the standard text color to a dark red color, you most likely have inserted an Index On or Index Heading On format symbol or deleted an Index Off or Index Heading Off format symbol. Solution: Remove an unwanted or format symbol, or insert a needed or format symbol.
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o
Position the cursor where the color change begins.
o
Click View, Panes, Reveal Codes (Ctrl+Shift+r or Alt+v, e, r).
o
Examine the text immediately after the or format symbol. Then do one of the following: If the text that follows the format symbol is not an examination, exhibit or any other item which needs to be indexed, click the unwanted or format symbol and then press Delete. If the text that follows the format symbol is an examination, exhibit or any other item which needs to be indexed, then position the cursor after the text that needs to be included on your index page and insert the appropriate “off” symbol:
If the “on” format symbol is , press F4, i, Spacebar to insert the format symbol.
If the “on” format symbol is , press F4, j, Spacebar to insert the format symbol.
Pane Management Question: Why are my vertical notes overlapping my text?
Possibility #1: The dialog pane is floating vs. docked. Solution: Double click the title bar of the dialog pane.
Possibility #2: The zoom factor has been set to a percentage vs. Fit Page or Fit Text. Solution A: Set the zoom factor to Fit Page or Fit Text: o
Click View, Zoom (Alt+v, z).
o
Click Fit Page (p) or click Fit Text (t).
Solution B:If the text size at Fit Page or Fit Text does not match your preferences do the following: o
Open any file in Edit.
o
Click View, Normal or View, Page to decide which view you prefer.
o
Open all dialog panes you might use during Edit (and/or in realtime translation) and make sure they are open (not auto-hidden) and docked.
o
Temporarily set the zoom at Fit Page or Fit Text.
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NOTE: If you select Fit Page, the blank space of the page margins will also display. o
Create one line that contains the most possible number of characters on a line. To do this, press F4 L and then type a letter (e.g. X) as many times as needed to fill one complete line. When typing the letter wraps to the next line, you will know that you have the longest possible line of text.
o
Click View, Zoom, and then experiment with different zoom levels (e.g. 100%, 150%, Custom) until you determine the setting that enables you to see the page elements you prefer at a text size that is as large as you prefer without having any dialog pane overlap the text.
Set Preferred Appearance for Dialog Boxes Question: The dialog box is blocking something I need to see. How do I fix that?
Possibility #1: You want to move the dialog box to a different position and have it stay in the new position, but each time you close the dialog box and then re-open it, it returns to the previous position, because the dialog settings for that specific dialog box are set to Use the system setting or Always center this dialog. Solution: Adjust the dialog settings to your preference as follows:
o
Click and drag the dialog box to the preferred position.
o
Right click the title bar of the dialog.
o
Select Dialog Settings…
o
Select Always Remember the Position of this Dialog.
o
Click OK.
Possibility #2: You would prefer not to move the dialog box, or there is not one position that would always be correct; so you would like to be able to see the text underneath the dialog box. Solution: Increase the transparency for the dialog box: o
Right click the title bar of the dialog.
o
Select Dialog Settings…
o
At Transparency, click the slider and drag it upward to decrease the setting from 255 (opaque) to a lower value.
o
Select the Use this setting instead of the system dialog transparency setting option.
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o
Click OK.
o
Close the dialog box, then re-open it to view the transparency. Repeat the above steps as many times as needed to adjust the transparency to the preferred level.
Question: The dialog box is too small/hard to read. How do I fix that?
Possibility: The setting for dialog font size is too small. Solution: Increase the dialog font size. You can do this for an individual dialog box or for all dialog boxes (for which custom settings apply). NOTE: Some dialog boxes have fixed settings and do not permit customization. If following the instructions listed below does not enable you to access settings or affect a dialog, it indicates a dialog cannot be customized. o
To adjust dialog font size for all customizable dialog boxes: In Manage Jobs, click Tools, Options, Manage Jobs/General, Dialog… (Alt+t, o, j, d). Click and drag the System Dialog Font Size slider down to select the preferred font size. You can set a size from 8-16. NOTE: The larger you set the font size, the larger the entire dialog will be. It is possible to select a font that is so large that the dialog box will be too large to fit in the available screen area.
o
To adjust dialog font size for individual dialog boxes: Right click the dialog title bar. Click Dialog Settings… In the Override Dialog Settings dialog, click and drag the Dialog Font Size slider down to select the preferred font size. Select Use this setting instead of the system dialog font size setting.
Remove Unwanted Toolbar Buttons Question: What are all those buttons for? Do I really need them?
Possibility: Different users have different preferences about how to perform commands; some prefer pressing keys, some prefer clicking menus and some like clicking toolbar buttons. If you prefer pressing keys or clicking menus, you may not want or need all of the toolbar buttons to be displayed.
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Solution: If there are any toolbar buttons that you would prefer not to display, you can remove them. o
Click Toolbar Options (the bar with the down arrow at the end of the toolbar).
o
Position the cursor on (or click) Add or Remove Buttons and then select the specific toolbar from which you want to remove buttons.
o
Any buttons that appear with a check are currently set to display on the toolbar. Click the button you want to remove.
NOTE: If you change your mind, you can click Toolbar Options, Add or Remove Buttons, select the specific toolbar and then click Reset Toolbar to restore any buttons you previously removed.
Remove Unwanted Functions from Format Symbol List Question: Is there any way to scroll faster through the Format Symbol list in Edit or when I am creating a dictionary entry? It takes too long to get past all the Caption format symbols and other stuff I don’t use.
Possibility #1: If you do not caption, you may prefer not to show any of the caption format symbols. Solution: Hide the caption format symbols in the format symbol list.
o
In Edit, click Tools, Options, Advanced Edit (Alt+t, o, a).
o
Click the Hide Caption-specific format symbols option.
o
Click the down arrow at the end of the field, and select Yes.
o
Click OK.
Possibility #2: You may wish to remove individual format symbols that you do not use and do not wish to display. Solution: Customize individual entries in the Format Symbol Options file to de-select the option which causes them to display in the Format Symbol list. o
Open the Format Symbol Options file using one of the following methods: From Edit, click Tools, Keyboard Customization, Format Symbol Options (Alt+t, y, f).
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From Manage Jobs, click File, Open, List/Table, Format Symbol Options (Alt+f, o, i, o). NOTE: After you have opened the file once, an FSOptions file appears in the System Files case. Once this file is listed, it can be opened by double clicking, or by selecting the file and then pressing Enter. o
Locate the format symbol you want to remove from the list of format symbols, and select/highlight that entry.
o
Do one of the following to modify the entry: Click the
Modify icon.
Click Edit, Modify (Ctrl+m). Double click the entry (Enter). o
De-select the checked box for the Display this format symbol when showing the Format Symbols list option.
o
Click OK.
Prevent Accidental Keyboard Function Change Question: All of a sudden, when I press a key, it is doing weird things instead of what I expect it to do. Why does that happen?
Possibility #1: You have switched keyboard maps, most probably by pressing the key assigned to the Change Keyboard Mode function. Solution A: Re-assign the Change Keyboard Mode function to a different key; one you are less likely to press by accident. o
Open the keyboard map that you want to modify by using one of the following methods: Double click the keyboard map listed on the Status Bar in Edit. Open the System Files case, and then double click the keyboard map. Click File, Open, List/Table, Keyboard Map (Alt+f, o, i, k), then double click the keyboard map you want to open.
o
Click the key currently assigned to the Change Keyboard Mode function. The default key is \ (back slash symbol). Press Delete to remove the assignment
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from that key. o
Click Yes when prompted “Are you sure you want to delete this assignment?”
o
Double click the key to which you would prefer to assign to the Change Keyboard Mode function. Select a key or key combination that you are unlikely to press accidentally, and that is not already assigned to another function. NOTE: To quickly see which keys are unassigned/available, click the Function column heading. Sorting the keyboard map alphabetically by function name will cause all unassigned keys to appear at the top of the list. To return to the default sort order, click the Key column heading. From the list of functions, select Change Keyboard Mode, and then click Assign. Click Close. Save and close the keyboard map file via any one of the following methods:
Right click the keyboard map file tab and select Save & Close.
Click File, Close (Ctrl+F4), and select Yes when prompted to save the changes.
Click the Close button on the menu bar of the keyboard map file, and select Yes when prompted to save the changes.
Solution B: If you are using the Default keyboard only, delete all other keyboard maps from your user, so pressing the key assigned to Change Keyboard Mode will not cause an unwanted change of keyboard map. o
In Manage Jobs, if you are currently displaying files in Icon View, switch to Detailed List View via one of the following methods: Click View, Detailed List View (Alt+v, d). Click
the Detailed List View button on the toolbar.
If your Detailed List View shows a single occurrence of each file, vs. each subfile listed separately, click View, Show, Show Subfiles (Alt+v, s, h). Double click the System Files case. Click the File Type column header. All files of the same type are now organized together. Scroll down to the Keyboard Mode files. Select each of the keyboard maps you do not use, and press Delete to remove them from your user.
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Possibility #2: You have engaged the Num Lock key on a notebook keyboard and your computer has changed the functionality of certain keys (most typically U, I, O, P, J, K, L, semicolon, M, period, and forward slash) to execute number pad key commands. Solution: De-select Num Lock.
How to Restore Auto Recover Files Question: When I go to edit my job, there are two files – Jones and Jones(1). What should I do?
Possibility: You experienced an abnormal shut-down; you experienced conditions in which you were unable to exit Edit and save your file in the normal manner. Because you have the Auto Recover feature turned on, the text file was automatically saved to a temporary file in memory at specified time intervals (the default setting is every 30 seconds), and the temp file is saved in the same location as the original file with the same name plus (1). Solution: The Auto Recover version of the text file is far more likely to be in better condition (free of errors and with saved changes) than the original file. You should therefore overwrite the original file by renaming the Auto Recover temp file as the original file name and thus connecting it to the other associated subfiles before continuing to edit the job. o
Double click the file named with (1).
o
At the Save As dialog, rename the file as the original file name without the (1).
o
Click Save (Enter).
o
At the Confirm Save As dialog, click Yes to confirm that you want to replace the existing file.
Question: I closed out of edit and then went back into my file and none of the editing I did is there! What happened?
Possibility: When you closed out of Edit, instead of pressing Enter or clicking Yes to save the changes, you selected No, and didn’t save the changes. Solution A: If you are using the default options, then Auto Recover and “Keep Auto Recover Files in Archive” is selected, and the last Auto Recover temp file created for the text portion of your job is currently located in the AutoArchive case. Follow these steps to properly recover and use that saved text file: o
Double click the AutoArchive case (at the main level of your user in Manage Jobs).
o
Select (click once) the job you need to recover.
o
Click Tools, Move (Ctrl+m).
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o
In the Move dialog box, if Keep Case Structure is selected, click the check box to de-select it. Then, click the name of the folder of the original job location. (If that’s the main level of your user, just click your user name. If it’s inside a particular case, single click/select the case name.)
o
Click OK.
o
At the Confirm File Replace dialog, click Yes
o
Click
Up One Level (Ctrl+u) to return to the main level of Manage Jobs.
Solution B: You can prevent yourself from “accidentally” exiting without saving changes by setting the Auto Recover feature to AutoSave. o
From Edit, click Tools, Options, Auto Recover (Alt+t, o, r).
o
At Use Auto, click Save (Alt+s).
o
Click OK (Enter).
Tell Spell Check Not to Recognize a “Correct” Spelling Question: Why doesn’t Spell Check display a red squiggle or stop on “focussed”? There should only be one “s.”
Possibility: One of the selected wordlists used in Spell Check recognizes the word as properly spelled. Solution: If you do not want Case CATalyst’s Spell Check to accept that alternate spelling as correct, enter the spelling into your Personal Wordlist with Exclude set as the “Action To Take” for that word. o
Open the Personal Wordlist. From Manage Jobs or Edit, click File, Open, Wordlist, Personal (Alt+f, o, w, p).
o
Click Edit, Insert (Ctrl+i).
o
At Word, type the word that Spell Check currently accepts as properly spelled.
o
At Action To Take, select Exclude (Alt+e).
o
Click OK (Enter).
Toggle Follow Realtime Question: In Realtime, the screen is not showing what I am writing except for the first few lines of the first page. Why is it frozen? August 9, 2012
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Possibility: Neither the translation nor the display is frozen; the point of realtime is not displaying because Follow Realtime has been turned off. Solution A:
Press Ctrl+L on the computer keyboard. This toggles Follow Realtime.
Solution B: Write steno defined as {Toggle Follow Realtime}. NOTE: In the caseCATalyst4 Realtime Commands dictionary, /TRABG/TRABG is defined as {Toggle Follow Realtime}.
F-key Issues Question: Why doesn’t my F4 key work?
Possibility #1: If you are using simultaneously another application and it uses “hotkeys,” the F4 (or other) key may be assigned to a “hotkey” function for that application and is overriding the function when you are in Case CATalyst. Common examples include the Express Scribe audio playback software, foot pedal applications, screen capture software, “zooming” or screen magnification software and browser toolbar add-ons. Solution: Open the application that uses the “hotkey” and reassign the function to a key that is not used by Case CATalyst.
Possibility #2: You may be using a keyboard which requires you to engage an F-Lock before using application functions for F-keys. Solution: Press the F-Lock button.
Possibility #3: If it’s not just F4, but all of your function keys that are not operating as expected; e.g. not working at all, or they only work if you also press Fn + the F-key, then the most probable cause is that in the computer hardware’s BIOS (basic input/output system), the F-keys have been told to default to “multimedia” functions rather than “application” functions. Solution: The specific step-by-step directions will vary for each computer. Usually, you must press a key (such as F2, F10, F12, Delete, or Esc) immediately after you turn on your computer and before Windows starts. Check the manufacturer’s web site for directions on how to access the BIOS for your specific model of computer, and directions to modify the BIOS setting controlling F-key operation.
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Check/Set USB Port Settings Question: I have been having issues maintaining a connection to one of my USBconnected devices (e.g. writer, security device, external drive, etc.) and it’s been suggested that I check the port settings for Power Saving features. What does that mean?
Possibility: One common cause of loss of USB connection is a USB port that has been set to reduce or shut down power to the port when the device is not actively being used (or the system misinterprets certain types of activities as non-use). Solution A: Open Device Manager, locate and select each “USB Root Hub” and check settings under the Power Management tab. o
Use one of the following methods to open Device Manager: If Case CATalyst is installed on a computer running Windows 7 or Windows Vista:
Right click the Computer icon on the Desktop or click Start and then right click the Computer icon and then click Properties.
At the top of the Tasks panel on the left, click the link to Device Manager.
If Case CATalyst is installed on a computer running Windows XP (Service Pack 3):
Click Start, Settings, Control Panel.
Double click System.
At the top of the System Properties window, click the tab titled Hardware.
Click the button labeled Device Manager.
o
Click the or [+] symbol next to Universal Serial Bus Controllers.
o
For each occurrence of USB Root Hub, do the following: Right click USB Root Hub and then select Properties. Click the Power Management tab. Make sure that the Allow the computer to turn off this device to save power option is not selected.
Solution B: If you run Case CATalyst on a system with Windows 7 or Windows Vista, make sure that USB selective suspend options have been disabled: August 9, 2012
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o
Click Start, Control Panel, Power Options (on some systems, you may be required to select System and Security prior to accessing Power Options).
o
In the selected Power Plan, click Change Plan Settings, then click Change Advanced Power Settings.
o
Click the [+] next to USB Settings.
o
Click the [+] next to USB Selective Suspend.
o
These options should be set to Disabled. If they are not, adjust the settings to select Disabled.
Run As Administrator Question: Every time I open Case CATalyst, I get a Windows message that I have to click past before CATalyst will open. Can I stop that from happening?
Possibility: When the Windows User Account Control security feature in Windows 7 and/or Windows Vista is enabled, any program (not just Case CATalyst) that is set to “run as administrator” is required to bypass a “Do you want to allow the following programs to make changes to this computer?” prompt. Stenograph recommends that users running Case CATalyst on a Windows 7 or Windows Vista computer leave User Account Control enabled. Stenograph also recommends that you set Case CATalyst to “run as administrator” as doing so has been shown to prevent potential issues of freezing when trying to save a transcript and/or the inability to export files to locations outside of Case CATalyst’s directory structure. Solution: You can elect to run the slightly elevated risk that you may experience freezing while saving a file and/or the inability to export files to locations outside of CATalyst’s directory structure, and go ahead and de-select the “run as administrator” option. o
Right click the icon or file that you use to open Case CATalyst.
o
Select Properties.
o
Click the Compatibility tab.
o
Click Change Settings for All Users.
o
Under Privilege level, de-select Run this program as an administrator.
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o
Click Apply and then click OK.
o
Click OK.
Backup/Restore an Entire User Question: I just bought a new computer – how do I take all the files from my old computer over to my new computer?
Solution: Assuming the old and new computers are not connected via a network and do not have access to a shared drive, the easiest method will be to use the Backup command in Case CATalyst to back up all of the files in your entire user to external media, take the external media to the new computer and then use the Restore command on the new computer to restore the backup from the external media. o
On the old computer, open Case CATalyst and go into the user containing the files you want to copy to the new computer.
o
Connect/insert media with sufficient storage space for all of your files (e.g. external hard drive, large capacity flash drive, SD Card, etc.).
o
Click Tools, Select All (Ctrl+a).
o
Click Tools, Backup (Ctrl+b).
o
In the Backup dialog, if you are not prompted for a name for the backup, click Options (Alt+o). In the Backup Options dialog, click Place all selected jobs in a single package (Alt+a). Then click OK (Enter).
o
At Save In: select the drive letter for the media to which you will back up all of the files from your user.
o
At Filename, type a name for all of the files from this user (e.g. Your Name – All Files – Date).
o
Click Save (Enter).
o
Safely eject the media from the old computer.
o
Connect/insert the media to the new computer.
o
Open Case CATalyst on the new computer and log on to your user.
o
Click Tools, Restore (Ctrl+r).
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o
If the Open dialog does not automatically show files from the media containing your user backup, select the drive letter for the media on the left side of the Open dialog box. Then, select the backup.ZIP file and click Open (Enter).
o
Under Restore jobs to: Case CATalyst will automatically assume that it should restore the files to the main level of the current user, unless you select another location. If you’re not sure if the correct location has been selected, you can click your User name.
o
Make sure Keep Case Structure is selected, then click OK (Enter).
o
You may be prompted to replace existing files if there are any files with the same name on both systems. If you want only the files from the backup from your old computer, click Yes to All.
UPCOMING CASE CATALYST 12 WORKSHOPS August 24‐25: San Ramon, CA September 21‐22: Minneapolis, MN September 7‐8: Ft. Lauderdale, FL October 26‐27: Dallas, TX For more information and online registration, visit http://www.stenograph.com/pages.aspx?docid=349. IN-PERSON or REMOTE ONE-ON-ONE TRAINING Need personal, individual help creating or modifying customized layouts, include files or index templates? How about help modifying your dictionary or adjusting number conversion results? Want assistance applying what you’ve learned at a seminar to your individual work? Contact a Stenograph Certified Independent Training Agent! If your local training agent isn’t available and/or is too far away to provide cost‐effective services, take advantage of your high speed internet connection to obtain live, one‐on‐one CATalyst training over the Internet via GoToMeeting (or similar) application sharing software. Visit www.stenograph.com, then click Training & Education, Case CATalyst Training, and then click the link to Certified Training Agents. TIPS & TRICKS & HELPFUL INFO AT THE STENOGRAPH BLOG Visit http://blog.stenograph.com for the Case CATalyst “Recently Asked Question” – new tips every week. SOCIAL & PROFESSIONAL NETWORKING SITES There are a variety of online resources where court reporters, CART providers, captioners, scopists, court reporting instructors and students gather to exchange information. Cindi Hartman is Stenograph’s online representative and answers Case CATalyst and other Stenograph‐related questions at the following sites: Facebook – Stenograph’s page is located at www.facebook.com/stenograph Cindi Hartman’s page is located at www.facebook.com/cindihartman NCRA Online Forum – http://www.ncraforum.org Depoman – http://www.depoman.com/forum Court Reporters Forum – http://community.compuserve.com/crforum
August 9, 2012
NCRA Session v4: Stenograph/Case CATalyst Version 13
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