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It's possible to run proximity searches in Excel using the below Visual Basic code. It will highlight any cells in which two given terms appear within a number of words that you set. Simply copy the vba code into a new module in the project list:



. . . the macro will run and prompt you to enter the cell in which the search should begin, and then prompt you to enter the first term, the second term, and the highest number of words which should appear between these terms.



This macro will only search for the terms in the order in which you enter them. It will find when the second term is within X number of words after the first term, but not vice versa.



Thanks to will266 for posting this code here.


Sub proximitySearch()

Dim startCell: startCell = InputBox("Enter Starting cell for search; i.e. B2", "Starting Cell")

Dim termOne: termOne = InputBox("Enter first search term", "Search Term 1")

Dim termTwo: termTwo = InputBox("Enter second search term", "Search Term 2")

Dim proximity: proximity = InputBox("Enter maximum distance between terms", "Proximity Value")


Dim rng As Range, r As Range

Set rng = Range(startCell, Range("a" & Rows.Count).End(xlUp))

rng.Interior.ColorIndex = xlNone

With CreateObject("VBScript.RegExp")

.IgnoreCase = True

.Pattern = termOne + "\S*(\s\S+){0," + proximity + "} " + termTwo

For Each r In rng

If .test(r.Value) Then r.Interior.Color = vbRed

Next

End With

End Sub

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Relativity's latest innovation is aiR for Review, which uses artificial intelligence to not only help find responsive documents, but also to describe why the document is relevant and cite to the parts of the document that make it relevant.


aiR is accessed in the Relativity mass operations menu.



. . . the litigation team enters a case summary using the same type of language you might use in a memorandum to describe the key players and key terms for a matter. A simple 2 to 5 sentence overview of the case should be provided:



The criteria to define exactly what should be regarded as relevant can be given as a description that you would send to another member of your team, rather than a series of keywords or sample documents.



When an individual document is viewed, the user can check a short summary of why it was found to be relevant, associated with the parts of the document that support this finding:



The process still requires a subject matter expert to not only devise the criteria used by aiR, but also to verify the initial results. A team of reviewers has to validate the findings generated by aiR on a statistical sample of the full document set.


When using aiR, Relativity recommends providing information clearly, but also as briefly as possible. The active voice should be used (so, "Mr. Johnson embezzled the bank's funds.", and not, "The bank's funds were embezzled by Mr. Johnson.") and double negatives should not be used. (Don't say, "Johnson can't hardly wait until the deal becomes final."). It is also necessary to avoid the qualifier, "including but not limited to".



Sorry for not posting for a while. I was hot seatting a trial, and was just too busy to update the site.


The OnCue trial electronic presentation software makes it easy to import deposition designations added as annotations in TextMap as new designations for video clips to be played in the courtroom. You can simply go to File . . . Import . . . Import Designations , select a .csv file exported from TextMap and import the annotations.


In version 9.1 of TextMap, annotations will be exported in this format.



Note that in order to complete the import into OnCue you will need to change the headings from 'Transcript' to 'Deponent', and from 'PgFrm' 'LnFrom' 'PgTo' and 'LnTo' to simply 'Page' and 'Line', and change 'Issues' to 'Linked Issues'. OnCue does not allow entries in the Notes field of TextMap to be imported into a field in its database, but having this as a field in the .csv file will not affect the import.


OnCue has a limitation in handling imports of annotations from TextMap. While TextMap will export ranges with multiple issues on a single row with the issues separated by semi-colons, OnCue cannot import designation ranges to which more than one issue is assigned. OnCue terms issue designations as 'highlighters'. Unless each issue is placed on a separate row, you will get an 'Unknown highlighter ID' when importing.



It's necessary to edit the .csv file exported from TextMap this way, adding duplicate rows for individual issues:


With the updated .csv file, the import can be completed. The set of designations will be imported as a new set of designations named after the name of the .csv file.



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