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Chapter 7 - Managing Litigation Information Using Technology

Deposition Reports (cont.)

Witness/Issue Summary Report

A Witness/Issue Summary Report is one of the most basic and common summarization methods used for depositions. The deposition is coded and summarized in the full text program using enhancements. After coding the deposition, then a report can be printed like the one below, setting forth the witness name, location in transcript where the testimony is located and the actual testimony, summary of testimony and sorted by witness and issue code in page order. The Witness/Issue Summary Report would look like this:

Witness/Issue Summary Report

*Cota, Phillip: Page 8 Line 11

Concerns visitation of press site.

Issues: Background Check

*Cota, Phillip: Page 13 Line 18

Discusses prescription

Issues: Medical Record

*Cota, Phillip: Page 13 Line 20 to Page 13 Line 22

A. I take six pills a day. One for high

21 blood pressure, I'm not sure what the other two

22 are. High cholesterol, but... Heart and sugar.

Issues: Medical Record

*Cota, Phillip: Page 16 Line 12 to Page 16 Line 17

"Cal OSHA section 4206 is clear on the

13 fact that the employer shall provide

14 and ensure the use of properly applied

15 and adjusted point-of-operation devices

16 or guards for every operation performed

17 on a power-operated press."

Issues: OSHA

*Green, Ann 3/7/92 vol I pg. 1-97: Page 7 Line 9

Plaintiff's present employer: AOCM Service Corp. Nature of business

unknown. Need current earnings data set against futures claim.

Issues: Background Check

*Green, Ann 3/7/92 vol I pg. 1-97: Page 54 Line 21

Green hesitant to discuss termination policies.

Issues: Background Check

*Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 1 to Page 62 Line 7

States that Bill was on probation and that he told her this. Bill was a

questionable employee, but the reasons for his probation are not detailed.

Date: 04/19/1992

Issues: Background Check;Policies

*Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 19

Bill Presley was fired in May or June, same time as pltff and just after

fire. Testimony indicates pltff thinks there may have been a connection.

Investigate circumstances surrounding this termination.

Date: 04/19/1992

Issues: Background Check;Policies;Rebuttal Citation

*Green, Ann 3/7/92 vol I pg. 1-97: Page 63 Line 2 to Page 63 Line 5

Do you know why Bill Presley was fired?

3 A. I really don't know. I thought it might have had

4 something to do with the fire, but I still don't know, nobody

5 would say.

Issues: Timing;Fire Safety

*Green, Ann 3/7/92 vol I pg. 1-97: Page 64 Line 10

Pltff admits to not performing her duties & not calling fire dept.,

leading to term. for insubordination

Issues: Policies

 

Issue Category Summary

An issue category report is perhaps the most valuable summarization method available as it gives you a complete report of each topic (issue code) and any note associated with it for one or multiple depositions. Once again, it is generated almost exactly the same as the witness/issue summary report except that the report is printed in issue order as opposed to witness order. An alphabetical issue category summary report would appear like this:

Issue Category Summary

Background Check

*Issues:Background Check

Cota, Phillip: Page 8 Line 11

Concerns visitation of press site.

*Issues:Background Check

Green, Ann 3/7/92 vol I pg. 1-97: Page 7 Line 9

Plaintiff's present employer: AOCM Service Corp. Nature of business

unknown. Need current earnings data set against futures claim.

*Issues:Background Check

Green, Ann 3/7/92 vol I pg. 1-97: Page 54 Line 21

Green hesitant to discuss termination policies.

*Issues:Background Check;Policies

Date: 04/19/1992

Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 1 to Page 62 Line 7

States that Bill was on probation and that he told her this. Bill was a

questionable employee, but the reasons for his probation are not detailed.

*Issues:Background Check;Policies;Rebuttal Citation

Date: 04/19/1992

Green, Ann 3/7/92 vol I pg. 1-97: Page 62 Line 19

Bill Presley was fired in May or June, same time as pltff and just after

fire. Testimony indicates pltff thinks there may have been a connection.

Investigate circumstances surrounding this termination.

*Issues:Background Check;Rebuttal Citation

Green, Ann 3/7/92 vol I pg. 1-97: Page 64 Line 23

Green's opinion on Presley's firing

*Issues:Background Check;Fire Safety;OSHA

Green, Ann 3/7/92 vol II pg. 98-219: Page 140 Line 8

What are the guard's qualifications? Where did he get his information?

*Issues:Background Check

Green, Ann 3/7/92 vol II pg. 98-219: Page 142 Line 7

Potential cross-defendant: run asset check and determine limits of any

subrogation clause.

*Issues:Background Check;Timing;Fire Safety

Green, Ann 3/7/92 vol II pg. 98-219: Page 196 Line 12 to Page 196 Line 20

A. It was moving very quickly and I was scared.

13 Besides, Mr. Presley said he'd take care of it.

14 Also, I was scared. It seemed to come from nowhere.

15 It all happened so fast. I don't think that anyone could

16 have done better under the circumstances.

17 Q. Was anything else done by someone else?

18 A. I don't know. Mr. Presley disappeared.

19 Q. You don't know of anything else?

20 A. I don't know of anything else. You might ask him.

 

Breach of Contract

*Issues:Breach of Contract;Policies

Green, Ann 3/7/92 vol I pg. 1-97: Page 70 Line 5 to Page 70 Line 7

Other than Lynn and Mary, has any

6 supervisor or management employee ever discussed the Joe

7 Jones's termination policies or procedures with you?

Fire Safety

*Issues:Timing;Fire Safety

Green, Ann 3/7/92 vol I pg. 1-97: Page 63 Line 2 to Page 63 Line 5

Do you know why Bill Presley was fired?

3 A. I really don't know. I thought it might have had

4 something to do with the fire, but I still don't know, nobody

5 would say.

*Issues:OSHA;Health Dep.;Fire Safety

Date: 05/05/1992

Green, Ann 3/7/92 vol II pg. 98-219: Page 128 Line 20

Lynn Joy assured Green that it was safe to come back to work

*Issues:Background Check;Fire Safety;OSHA

Green, Ann 3/7/92 vol II pg. 98-219: Page 140 Line 8

What are the guard's qualifications? Where did he get his information?

*Issues:Background Check;Timing;Fire Safety

Green, Ann 3/7/92 vol II pg. 98-219: Page 196 Line 12 to Page 196 Line 20

A. It was moving very quickly and I was scared.

13 Besides, Mr. Presley said he'd take care of it.

14 Also, I was scared. It seemed to come from nowhere.

15 It all happened so fast. I don't think that anyone could

16 have done better under the circumstances.

17 Q. Was anything else done by someone else?

18 A. I don't know. Mr. Presley disappeared.

19 Q. You don't know of anything else?

20 A. I don't know of anything else. You might ask him.

 

Another report that can be printed would be without the enhancements. Just the location of the issues be shown.

Background Check

Cota, Phillip: Pg 8 Ln 11

Green, Ann 3/7/92 vol I pg. 1-97: Pg 7 Ln 9

Green, Ann 3/7/92 vol I pg. 1-97: Pg 54 Ln 21

Green, Ann 3/7/92 vol I pg. 1-97: Pg 62 Ln 1

Green, Ann 3/7/92 vol I pg. 1-97: Pg 62 Ln 19

Green, Ann 3/7/92 vol I pg. 1-97: Pg 64 Ln 23

Green, Ann 3/7/92 vol II pg. 98-219: Pg 140 Ln 8

Green, Ann 3/7/92 vol II pg. 98-219: Pg 142 Ln 7

Green, Ann 3/7/92 vol II pg. 98-219: Pg 196 Ln 12

Breach of Contract

Green, Ann 3/7/92 vol I pg. 1-97: Pg 70 Ln 5

Fire Safety

Green, Ann 3/7/92 vol I pg. 1-97: Pg 63 Ln 2

Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20

Green, Ann 3/7/92 vol II pg. 98-219: Pg 140 Ln 8

Green, Ann 3/7/92 vol II pg. 98-219: Pg 196 Ln 12

Health Dep.

Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20

Medical Record

Cota, Phillip: Pg 13 Ln 18

Cota, Phillip: Pg 13 Ln 20

Green, Ann 3/7/92 vol II pg. 98-219: Pg 134 Ln 23

OSHA

Cota, Phillip: Pg 16 Ln 12

Green, Ann 3/7/92 vol II pg. 98-219: Pg 128 Ln 20

Green, Ann 3/

On screen the report would look like this:

 

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Digital Practice of Law Book

Digital Practice - TOC
Ch.1 - Automating the Practice
Ch: 2 - Computers
Ch: 3 - Networking and Group Computing
Ch: 4 - Internet & Telecommunications
Ch: 5 - Management and Personnel Considerations
Ch: 6 - Computer Concepts and Legal Applications
Ch: 7 - Managing Office and Litigation Information Using Technology
Implementing Litigation IT
Ch: 8 - Using Multimedia in Legal Proceedings
Glossary

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