If discovery is produced to you as an IPRO Eclipse SE Publish Case (IPRO Publish Case) and clicking around it feels like this photo below, what can you do?
First, you will know you have an IPRO Publish case because your discovery will look like this:
If Eclipse is new to you or otherwise unfamiliar, trying to use the program can be *extremely* frustrating. If you would like one-on-one training to learn how to work with an IPRO Publish case, contact Kelly_scribner@fd.org to schedule an online video conference. In a one-on-one training session NLST can meet with you virtually, see your screen, and show you how to use the IPRO Publish case viewer to review your discovery production. This blog post is the first of a series meant to help you get started on your IPRO Publish Case. It will introduce IPRO Publish, explain the basic formatting of the program, and how to customize your workspace to make it more user-friendly. Future posts will cover how to search, tag, and export.
Introduction
IPRO Eclipse SE (Eclipse) is a document review platform that requires a paid subscription. The government uses Eclipse to gather, organize, and distribute discovery to defense counsel. When the government produces discovery using Eclipse, they do so as an IPRO Publish case. This means discovery was exported from an Eclipse database with a limited, free copy of the program. The IPRO Publish case is limited in function and features but depending on the case any limitations will not impact discovery review.
You will know you received an IPRO Publish case by looking at the files within the discovery production. Files will be organized in sub-folders and include a file named “LaunchViewer.exe” with the Eclipse icon as shown below in Figure 1. To open the IPRO Publish case, locate the “LaunchViewer.exe” executable file and double-click on the file to open the case.
Figure 1. To open the IPRO Publish Case double-click on the LaunchViewer.exe file.
It is possible to view discovery without opening the IPRO Publish case and going through the sub-folders to review individual files. However, opening the IPRO Publish case is more efficient because it eliminates the need of going through nested folders. Another benefit of using the program is taking advantage of the document review features provided by Eclipse.
IPRO Publish Workspace Overview
After the viewer is opened, the workspace will look like this:
Figure 2. Sample IPRO Publish case
The documents will be different for each case production, but the workspace layout and features will always be the same. The name of the production will at the top. The desktop workspace (Figure 3) consists of different panes (D, E, F, G, H), the main desktop toolbar (B), and a navigation bar (I). Each pane has its own toolbars, icons, or tabs at the top or bottom of each pane.
Figure 3. Eclipse SE Desktop Workspace (condensed for labeling purposes).
In general, hovering over icons and tabs will provide a description. If you accidentally open a window or click something you did not want to click press the escape key—this will resolve many issues. If the IPRO Publish case becomes unresponsive (freeze/glitches) it can help to restart the program. To restart the program, first close the program entirely. Then re-open the “LaunchViewer.exe” file.
Documents
Documents are organized in a spreadsheet with each document organized in records (rows). The Document section shows the number of records within that document set. The metadata of those documents is shown in fields (columns). You can search and filter by field. To view a document inside the program, single-click on a record. The Documents Details Pane shows a preview of each document with different versions of each document (i.e., image, extracted text, and quick view) depending on how the discovery is produced and what version of the document is provided.
To open a document in its native form, double-click on the document icon on the first column. If you want to open a document in its native form, DO NOT double click on anything besides the document icon, like the document description. If you do, the program will think you are trying to rename something. If you have accidentally done this, the solution is to use the “esc” key to get out of rename purgatory.
The number of pages for each document is at the bottom of the Documents Details Pane along with the page being displayed and document navigation buttons (sideways arrows) to move between pages. Use those navigation buttons to go from page to page. DO NOT use the wheel on your mouse to navigate from page to page. This will make the document zoom wildly in and out. An alternate way to move to the next page or go back to a previous page is to use ALT+PGUP/PGDN. Another shortcut to move between documents is using CTRL+ PGUP/PGDN. The Left and Right Slide-Out Panes are used for searching, document organization, and tagging. (Figure 4).
Figure 4. Eclipse SE Desktop Workspace
Customization: Grid Size and Font Size
The Eclipse Desktop workspace is customizable. The Grid Size of the Documents pane is set to show 100 records at a time. If a discovery production has more than 100 documents, you will have to go to the Navigation Pane at the bottom of the Document Pane and click on Next Document Set to see additional documents. Set the grid size to 10,000 to help with document review and avoid having to move on to the next set of documents. The font size of the documents area only can be increased as needed by increasing the font size. (Figure 5 and video 1).
Figure 5. Document pane customization.
Video 1. Changing the grid size.
If the font size of a document is too large or too small, use the Zoom In and Zoom Out icons to make it easier to read. (Figure 6). Please note that using these features may require resizing of a pane(s) to accommodate such change.
Figure 6. Document details pane customization.
Customization of Panes
You can make panes bigger or smaller. Hover over the middle of the pane and click and drag to the size you want. Hide the Left and Right Slide-Out Panes can be hidden by pushing the push pin on each pane. The Left and Right Slide-Out Panes are also collapsable meaning they can be removed from the workspace and placed on a separate screen, minimized, or maximized. The Documents Details Pane can be undocked and dragged to a different screen (helpful when you have multiple monitors) as well by clicking on Undock on the upper right-hand corner of that pane. To restore the original workspace layout, go to Desktop Layout on the upper right-hand side and click on Default Workspace. See figures 7 – 10 and videos 2 – 3 below for a preview of these options.
Figure 7. Push pin on Left Slide-Out Pane.
Figure 8. Undock button on Document Details Pane. Push pin on Right Slide-Out Pane.
Video 2. Undock and redock panes.
Figure 9. Workspace with hidden Left and Right Slide-Out Panes.
Figure 10. Workspace with collapsed Left and Right Slide-Out Panes. The Desktop Layout helps to save layout or restore layout.
Video 3. Hiding panes.
Customization: Fields
The metadata produced determines the fields shown in the Documents pane. The order and number of fields can be changed. To edit the fields, right-click anywhere on the fields, and click on Edit Grid Display Fields. (Figure 11).
Figure 11. Menu accessed after right-clicking anywhere in the Documents pane.
After selecting the Edit Grid Display Fields, the Grid Display Options will appear as shown in Figure 12. The displayed fields are the fields on the workspace that are listed from top to bottom on the Grid Display Options and displayed left to right in the Documents pane. The available fields are fields that can be added. To undisplay a field click on the field and the field will be removed from the workspace and appear in the available fields list. The order of the displayed fields can also be changed. To rearrange the order of the fields on the Documents pane, the desired field on the Grid Display Options must be moved up or down by selecting the desired field and clicking up or down.
Figure 12. Grid Display Options. Displayed fields are fields shown in the Documents section.
Fields can also be used to sort documents. To sort documents based on field information, click on the header or name of the field to select the field, right-click on the field, and select Sort Ascending or Sort Descending. Sort ascending will organize documents by alphabetical order while sort descending will organize in reverse alphabetical order. The sort can also be cleared at any time by selecting Clear Sort. See figures 13 – 14 and video 4.
Figure 13. Field Sorting Options.
Video 4. Eclipse Grid Display video demonstrates field customization.
Tallying Records
Records can be tallied, based on a field, to obtain a list of values for that field. Tallying a field, such as the document extension, helps identify the different document types and the number of documents for each type. To tally a field, select a field, right click on the field, and select Tally as shown in figure 14.
Figure 14. Tallying records. To tally records: select the desired field, right-click on the field, and select Tally.
After a field is tallied, the results will appear in the Left Slide-Out Pane showing a list of values for that field. To see the records associated with each value on the tally results, click on the desired value. In the example shown in Figure 15, PDF on the Tally value list was selected to see records by PDF. See figure 15.
Figure 15. Tally results display in Left Slide-Out pane (top). Filter records by the tally value (pdf) in the Documents pane. (bottom).
Saving Modifications
Changes to a workspace can be saved. Go to Desktop Layout on the upper right-hand side, click on dropdown menu next to the save button, click Save As, and enter a name for the layout. See figure 16.
Figure 16. Saving changes to Workspace.
We are confident that with training IPRO Publish case will work for you. In addition to comprehensive training, we are also happy to help you trouble shoot. If you get stuck or think there must be a better way, there usually is. Be on the lookout for future posts that share different functions, and if you have a favorite tip, trick, or function let us know.