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1 Case CATalyst Edit Features Part 2 Most reporters and scopists use only a fraction of the features and options available in Case CATalyst Edit that can make editing faster, easier and more accurate. In this class, you ll delve deeper into features that can improve quality control. Presented by Larry Paiz Case CATalyst Edit Features Part 2 Page 2 of 15 Case CATalyst Edit Features Part 2 Customize Edit Feature and Display Options .. 3 Search Tips .. 6 Research Shortcuts .. 8 Mistran Minder .. 9 Hotspots .. 10 Personal Globals .. 12 Case CATalyst Edit Features Part 2 Page 3 of 15 Customize Edit Feature and Display Options Panes Panes can be accessed and adjusted in a number of ways for your convenience and ease of access: To open a pane: Click View, Panes and then select the desired dialog pane.

2 If the pane has a shortcut key assigned to it in your keyboard map, press the shortcut key. For example, Ctrl+Shift+r is assigned to Reveal Codes, and Ctrl+n is assigned to Vertical Notes. If you want to open and close a particular dialog pane via a keyboard shortcut, you can assign the View command associated with that pane to any unassigned key. TIP: There are a few Cycle commands that can be assigned to available keys in your keyboard map that enable you to quickly move the cursor from the text window to specific panes and back to the text window: Cycle Between Edit/Notes, Cycle Between Edit/Reveal Codes, and Cycle Between Edit/Reveal Codes/Notes. TIP: You can assign the Set Active Window command to an available key to open a dialog that enables you to pick the desired pane from a list (by pressing the number of the desired pane or window.)

3 This can be helpful if you want to have a shortcut key than allows you to move the cursor from a pane back to the Transcript Text window. If the pane has a toolbar button assigned to it, you can click the toolbar button. For example, is assigned to Reveal Codes and is assigned to Vertical Notes. If you want to open and close a particular pane via a toolbar button, you can add toolbar buttons: 1. Do one of the following to open the Customize dialog box: Right click any toolbar and then click Click View, Show, Customize Toolbars. Case CATalyst Edit Features Part 2 Page 4 of 15 2. Click the Commands tab. 3. Under Categories, click View. Under Commands, scroll down until you see the specific pane you want to add. Click the command and drag it up to any available toolbar. NOTE: If you add the button, clicking the button will display a drop-down list of all available panes to open or close.

4 TIP: If you would prefer to keep your added commands on its own toolbar, click New in the Customize dialog, name the toolbar, and then drag the preferred buttons to the new pane. 4. Click Close to close the Customize dialog. To position the pane: Click the title bar of the dialog pane and drag it to the preferred position: Docked Drag the pane to the preferred area of the screen (top, bottom, left or right) where you want to dock the dialog pane. A compass graphic will appear. Drop the pane on the compass point matching the location where you want the pane to be docked. TIP: If you wish to dock a pane above, below, to the left or to the right of an already docked pane in the same location, drag the title bar to the docked dialog pane and look for a second compass graphic, then drop on the compass point pertaining to that desired docking location.

5 Floating/Undocked Drag the pane to any position other than one of the compass points and the pane will float unattached to a screen edge. TIP: If you wish to quickly re-dock a floating pane to its previous position, simply double click the title bar. Case CATalyst Edit Features Part 2 Page 5 of 15 Change Pane Fonts To change the font for Vertical Note or Reveal Codes: 1. Position the cursor on the pane, right click and select Vertical Notes or Reveal Codes 2. Select the preferred font, font style and size. TIP: For Vertical Notes, use a fixed-width font, such as Andale Mono, Arial Monospaced, Courier New, Letter Gothic or Stenograph to keep steno aligned and easy to read. 3. Click OK. To change the font for the Brief It, Cat Scratch, Hidden Text, Hotspots, Search Results or Speaker List panes: 1.

6 Click the Select Font Type button on the pane s toolbar. Select the preferred font from the dropdown list. 2. Click the Select Font Size button on the pane s toolbar. Select the preferred size from the dropdown list. Remove Unnecessary Toolbar Buttons If you don t use a command, having a toolbar button shortcut for that command (either above the transcript text window or in a pane) takes up screen space that may be more useful for displaying other items. 1. Do one of the following to open the Customize dialog box: Right click any toolbar and then click Click View, Show, Customize Toolbars. 2. Click the unwanted toolbar button, drag it off of the toolbar and drop it anywhere (other than another toolbar). Case CATalyst Edit Features Part 2 Page 6 of 15 Search Tips Quickly Open the Last File You Were Working On If you organize your jobs in cases, or have a lengthy list of jobs in your user, it can take several clicks before you find the file you want to open.

7 Here are some tips to quickly find and open the file you want to edit: If you want to re-open and edit the last file that you worked on: 1. Click File (Alt+f) in Manage Jobs. 2. At the bottom of the File menu is a list of the four most recently opened files. Click the file, or press the number of the file you want to open. If the file you want to open and edit is not in the list of most recently opened files but you know the name (or a portion of the name) of the file: 1. Click Tools, Search (Ctrl+f) 2. Type the name of the file. TIP: If you are only sure about a portion of the file name, type an asterisk (*) to hold the place of any/all letters you re not sure of. For example, if you are looking for a file for which part of the name is 2015-05-, you can type 2015-05-*. If you are looking for a file and all you remember is that it s a name like Chandler or Shander or something like that, you can type *hand*.

8 3. If the file you want to find may be inside a case, select the Look in Cases option. TIP: If you do not find the file and you would like to look for it in a different user, you can select the user you want to search from the Search for Files dialog. 4. Click OK (Enter). Case CATalyst Edit Features Part 2 Page 7 of 15 5. Files that match your search criteria are displayed in the Search pane. Double click the preferred file to open it. If the file you want to re-open and edit is not in the list of most recently opened files and you have no idea what the name of the file is or which user or case it is in, but you can remember specific text in the file: 1. Click Tools, Search File Contents (Ctrl+Shift+f). 2. At File Type, select Transcript. 3. At Search For, type the text that is in the file.

9 TIP: You can also search for wildcards, specify a case sensitive search and/or search for regular expressions. 4. At Where, select All Users or Current User. 5. Click Search (Enter). 6. Files that match your search criteria are displayed in the Search File Contents pane. Double click the preferred reference to open it, with the cursor positioned on the page and line number of the specific word or phrase for which you searched. Search for Notes to Yourself Many reporters will write steno such as /KH*EBG or /SPEL/SPEL and define those strokes as notes they use to remind themselves to check for the correct terminology or spelling when editing the job. They will typically define that steno as something that will stand out, such as ^ CHECKTHIS or ^ SPELLING?. Rather than scan forward to each occurrence or depend on the color change to alert the reporter or scopist to remind them to check something, many reporters and scopists now prefer to use the List Results feature to make sure that they catch all of these reminders.

10 To search, press Ctrl+f. At Search For, type the text. Case CATalyst Edit Features Part 2 Page 8 of 15 TIP: You can also mark (select) the text for which you want to search in the transcript and then open the Search dialog. The text will automatically display at the Search For: prompt. At Search Direction, select List Results. All occurrences of the text will be listed in the Search Results pane. To navigate to each occurrence, simply double click the entry in the Search Results pane. Research Shortcuts Internet Search If you are connected to the Internet while editing and you want to research a word or marked phrase, use the Internet Search feature. Case CATalyst will open your default web browser and look up the word/phrase in the preferred search engine. Position the cursor on the item you want to research (or if multiple words, mark/select the words).