About annotations

After transcripts have been imported into TextMap, they are ready to be analyzed and annotated. During this process, you will select phrases, sentences and paragraphs, and comment on them. You will also use TextMap to categorize text selections and attach files.

Any note that you can put on a sticky note, you can create in TextMap. Add annotation notes to explain why a section is important, mark a section to research further, or flag a certain section as important to build or refute your case. You can create a list of claims and arguments related to a case and then categorize notes related to the issues. You can also import an issues list that you created in CaseMap or import a list of opposing designations.

In TextMap, all issues are initially set to the default color yellow. You can assign each issue a color so that it can be easily identified when scrolling through the transcript. For instance, you could color code all research items red to be easily recognizable. See About case issues and Creating case issues.

Annotations that overlap each other will display colored bars to the right of a transcript so you can see that there are multiple annotations, and view where they begin and end in the transcript. Each color represents the issue color designated for the annotation.

 

Overlapping annotations with color-coded issues

 

Annotations also display in the Annotations pane where they can be sorted and filtered. You can also view annotations in the Annotation Detail pane. See Viewing annotations.

 

hmtoggle_plus1Switch annotation modes to save time

TextMap offers three annotation modes to help you simplify the annotation process, depending on how you want to work. Each time you open a case in TextMap, the TextMap Default Annotation Mode dialog box displays, unless you select the Don't show again check box. You can change annotation modes at any time by clicking the Annotation menu and then clicking the desired mode. You can also click on the Annotations button on the toolbar or use the right-click menu. Manual Mode is the default annotation mode.

 

Annotation modes include:

Manual Mode allows you to choose whether to apply the annotation in Annotate in TextMap or Auto Send to CaseMap mode.
Auto Annotate in TextMap displays the New Annotation dialog box for entering notes or linking to issues or files before you choose to send the annotation as a new fact to CaseMap.
Auto Send to CaseMap creates a new annotation and displays the Send to CaseMap dialog box, skipping the New Annotation dialog box.

 

To quickly determine what mode you are using, you can look at your mouse pointer indicator as you annotate text.

 

Annotation mode indicators include:

No Indicator — Manual Mode
Text Balloon — Auto Annotate in TextMap
Column — Auto Annotate in CaseMap

 

Annotation Mode Indicator

 

hmtoggle_plus1Learn about overlapping annotations in reports

Overlapping annotations bars print in full-size and condensed reports, single or multiple transcripts. In full-size reports, colored annotation bars display to the left of the transcript text up to one quarter of an inch or approximately six bars deep.

The overlapping annotation feature is turned on by default but can be turned off from the File menu by clicking Page Setup. Click the Annotations tab and clear the overlapping check boxes.

Page Setup > Annotations tab

 

 

related_topics_buttonRelated Topics

 

 

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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