File cabinet

Location: file cabinet folder currently being viewed

Search this directory: opens file cabinet search set to run on current folder

View binders: moves to your binder list

Last visited document: file last opened in the file viewer (works across browsing sessions)

Filecabinet top: shortcut to root directory of matter

Parent directory: moves up one directory level

Highlight reviewed documents: highlights (in orange text) the documents in the current folder which have been reviewed in the selected metadata channel

File viewer

Navigation

Select a category channel: switches metadata channel in left frame

Previous/next document: move to adjacent documents in the file viewer

Add to binder: adds current file to binder selected in dropdown at right (if file is already in binder, “remove” link will be shown)

Metadata channels

Reviewed: submits metadata changes to server; viewer stays on current file

Reviewed & Next: submits metadata changes to server and moves viewer automatically to next file

Reviewed by: shows last user to update metadata in the current channel, with date/time

File display

Documents are viewed with a browser plug-in for TIF files; use the plug-in toolbar to work with documents.

The hand tool allows panning of a document by dragging the mouse; the magnifying glass tool toggles between browser and full-screen view.

View as TIF/text: switches between the actual scanned image of a document and OCR text output

The navigation bar’s arrows move to a document’s first, preceding, next, and last pages respectively; alternately, any page number may be entered into the text box.

Search

Specifying searches

Selecting folders/binders

To search within a particular folder in the file cabinet, click the Add folder link, navigate to a folder in the left frame, and click the Add folder selection button. Individual files are not shown in the search folder chooser. Additional folders may be chosen by repeating this process.

To search within a binder, click the Add binder link. In the left selection box, pick the user owning the binder to be searched, and in the right box choose the binder itself. Click Add binder selection to place this binder in the search form. As with folders, multiple binders may be searched at once.

Both folders and binders may be searched at once; the search will return documents which are located in the selected folder(s) and which have also been added to the selected binder(s).

Text search operators

apple

Matches documents with the word “apple”

apple OR banana

Documents with the word “apple” or “banana” (or both)

apple AND banana

Documents with both “apple” and “banana”

apple AND (banana OR cherry)

Documents with “apple” and either “banana” or “cherry”

apple NOT banana

Documents with “apple” but not “banana”

apple W/4 banana

Documents with “apple” within 4 words of “banana”

apple NOT/5 banana

Documents with “apple” but never “banana” within 5 words of it

Searching metadata

The metadata search modules are the same as the metadata display modules; simply enter the desired values into the appropriate fields.

Working with search results

Refining searches

After running a search, the query can be modified to produce a more manageable list of results. Additional criteria are entered in a new copy of the search form in the right panel. A search may be modified any number of times, to produce just the results desired.

Narrow: adds criteria for filtering the existing results list, reducing its size

Broaden: adds alternative criteria to the original query, increasing the size of the results list

Exclude: adds criteria for removing results from the existing list, reducing its size

Saving search criteria

Enter a label for the search in the text box and click Save; the search criteria can be called up again for a new run by choosing the name from the Load saved search dropdown in the right panel. Note: the save tool does not currently work in combination with Narrow, Broaden, and Exclude.

Saving search results

Select a binder into which to save search results from the Existing binder dropdown, or enter a name and description for a new binder in the New binder form fields. Add all results puts the complete list of search results into the desired binder; alternately, use the selection tools at the top of the results list to pick a subset of results, and click Add selected results to copy them into a binder.

Binders

Binder tools

Search binder: opens search form with current binder selected as binder to search

Delete this binder: removes binder from list

Change binder name/description: changes binder name, description, or public/private status

Delete all files in this binder: clears all files from binder, leaving the empty binder behind

Manipulate checkboxes

Use these tools to select files for deleting, copying, moving, et cetera.

Document actions

Perform the specified actions on either all files in a binder or only the selected files.

Highlighting/ordering

Documents can be highlighted according to whether they have been reviewed in a particular channel; reviewed documents are listed in orange text. Documents in a binder can also be sorted by certain metadata fields.

File list

Documents can be selected individually with the checkboxes next to their names. Page counts are given after the file names, and if metadata sorting is turned on, the appropriate metadata field is displayed as well. Individual documents can be removed from the binder using the [Delete] links by their names.

Move/copy checked documents

Select the target binder from the dropdown on the right, and click the appropriate button to move or copy some or all documents from one binder to another.

Other

Create a new binder: creates a new binder at the top level

Create sub-binder: creates a child binder belonging to the current binder

Add directory to binder: opens a file cabinet chooser and allows the files in a particular folder to be added to the current binder

Compare Binders

The contents of two binders may be compared to produce lists of files common to both, or exclusive to a single binder. Click Compare binders in the left panel of the binder viewer; select the desired comparison, the binders to compare, and a third binder where the comparison results will be sent. Matching documents are copied into the target binder for review.