The ESI Ninja KB is a Web-based tool and knowledgebase ("KB") designed to organize, store and retrieve
all types of research.
For demonstration purposes, I've taken the more comprehensive ESI Ninja KB I use for professional engagements and
redesigned it for public access by creating two topic-specific KBs:
the eDiscovery KB and the ePrivacy KB.
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With the full version of the demo, a user can carry out three basic types of operations:
(1) classify; (2) annotate; and (3) search (discussed briefly below). In the public version available here,
you can search by keyword, access stored research and filter that research in various ways, but you won't be able to add, delete or edit records.
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For the time being,
I've concentrated on functionality rather than breadth/depth of content. As a result, these demos currently contain a small subset of the materials I've assembled over the years
(key cases, briefs, protective orders, articles, local rules, white papers and other resources) and certain attributes
are only partially fleshed out.
In terms of development priorities, over the near term I plan (subject to the feedback I receive) to leave the content of the eDiscovery KB essentially as is
(perhaps adding a few notable cases etc. from time to time) and to
focus my efforts on developing the ePrivacy KB — adding new features, functionality and content.
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One final introductory note: Some features of the ESI Ninja KB require that you have Javascript enabled in your browser.
If you have any comments, suggestions or questions,
would like to give the ESI Ninja KB a more thorough test drive, or
request that the demo (or the ESI Ninja blog) address a particular topic or issue,
please let me know.
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Each research record can be classified as either a "Case" or an "Article":
- Cases —
Materials associated with formal legal proceedings, e.g., court decisions, legal briefs, ESI stipulations, protective orders and other documents filed by and/or exchanged among the parties.
- Articles — All other research materials related to eDiscovery and ESI, e.g., news articles, blog posts, white papers, local rules, scanned notes and the like.
This classification takes place when a user initially decides to enter the research record into the Case or Article database.
Each of these records can also be categorized and described in greater detail —
both to capture information the user deems valuable and to facilitate subsequent search —
through the annotation process (described in the next section).
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Each research record can be annotated in a number of ways to capture important information about the research, which can also be used to
help find that research (and similar research records) when the need arises:
- Assign it to one or more user-created projects —
e.g., eDiscovery, Information Retrieval, Privacy, Smith v. Jones.
- Capture its basic attributes —
e.g.,
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for Cases: Case Name, Jurisdiction, Date, Judge, Document Type, Claims, ESI.
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for Articles: Title, Publication, Date, Author.
- Add whatever notes or descriptions you think would be helpful —
e.g., your analysis of the source, links to related materials,
excerpts from the source itself.
- Tag it with one or more user-created issue tags —
e.g., Accessibility, Authentication, Backup tapes, Blocking statutes, Defensible search,
Metadata, Preservation, Privacy, Privilege - FRE 502, Proportionality, Sampling, Sanctions.
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Using simple SQL-based search queries, users can search through
all the research records they and their colleagues have previously found and stored in the KB:
- By keyword — e.g., every case and article containing the term "predictive"
or every case with "Rambus" in the case name.
- By project — e.g., all research in the "eDiscovery" or "Smith v. Jones" project.
- By attribute — e.g., every case from Judge Scheindlin, every S.D.N.Y. decision or
every New York Law Journal article.
- By issue tag — e.g., all cases and articles tagged "Privilege - FRE 502".
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— Search by keyword — - Select the fields you want to search. ("ANY" is selected by default.)
- Type in the keyword(s) you're looking for.
- For now, only a simple string can be searched (e.g., "ESI" or "predictive coding") — no Boolean, proximity, wildcard or similar searches are available.
- As an example, type in "ESI".
- Click "Search" or hit the "Enter" key — your search results will appear in the tables on the left.
- To view details, click the "Search Result" tabs (Articles and Cases) above. You can also view summary info by clicking on any of the records that appear in the tables on the left — this will open a popup, and your search terms will be highlighted in yellow.
Coming soon: a search feature that enables you to search by issue tags.
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LabelCaseID2_Case:
LabelCaseID3_Case:
LabelSelectedCases5_Case:
LabelSelectedCases6_Case:
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lblCaseList_Case:
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Total records:
CaseID(s):
Initial DB query:
Revised DB query:
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LabelArticleID2:
LabelArticleID3:
LabelSelectedArticles5:
LabelSelectedArticles6:
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lblArticleList:
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Total records:
ArticleID(s):
Initial DB query:
Revised DB query:
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Project: All Projects
Publication: All Publications
Total records: -0-
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Search Result — 0 Articles.
This GridView displays the Article records retrieved as a result of your most recent search. You'll see this message
indicating 0 responsive Articles if:
- You have not yet executed a search;
- Your most recent search retrieved 0 Articles; or
- Your search retrieved one or more records, but you've used the dropdown filters (located below the display of responsive Articles) to filter the search
results, and your filter selections removed all records from the search results.
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Jurisdiction: All Jurisdictions
DocType: All DocTypes
Judge: All Judges
Project: All Projects
Total records: -0-
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Search Result — 0 Cases.
This GridView displays the Case records retrieved as a result of your most recent search. You'll see this message
indicating 0 responsive Cases if:
- You have not yet executed a search;
- Your most recent search retrieved 0 Cases; or
- Your search retrieved one or more records, but you've used the dropdown filters (located below the display of responsive Cases) to filter the search
results, and your filter selections removed all records from the search results.
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