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Blog Category: Court Reporting

The Latest Writers and CAT Software Technology – Part 3

In Part 2 of this series, we highlighted the features of the Luminex writer. Perhaps it piqued your curiosity that it may be a good fit for you? Before you make the financial commitment, however, you owe it to yourself to be a savvy shopper and see what else might suit your needs.

Let me introduce you to Advantage Software’s Passport Touch™. The Passport Touch™ offers some very unique features that you probably haven’t heard of if you haven’t entertained purchasing a new writer recently. Before you say, oh, another black, boring writer, hold on to that thought! Customizable skins are available for your new Passport Touch™! If you’re not sure what the possibilities are, a quick visit to eclipsecat.com will enlighten you to what your future writer could look like.

And if that’s not enough to keep you reading, check out some of these patent-pending features:
• Adjustable-height StenoMagic™ keys
• Adjustable-height vowel keys
• Built-in tablet stand – yes, you read that correctly, a built-in TABLET stand!
• Hide-away touch screen

What is StenoMagic™, you ask? “StenoMagic™ saves you countless keystrokes. Integrate prefixes. Tuck in Q&A symbols. Edit from your CAT software. Whiz through AutoMagic™ selections. The StenoMagic™ keys can be raised to the same height as your other keys for easy bridging, or conveniently lowered out of the way for a more traditional feel. The possibilities are limited only by your imagination.”1 Customizing your writing – every reporter’s dream come true.

The Passport Touch™ has a built-in microphone with volume control. Can your current writer do that? It also has a built-in headphone jack, as well as a jack to add an external microphone. Bluetooth and WiFi are also built in. If you use Eclipse software, you are already familiar with Keith Vincent’s Visualizer feature in Eclipse. Now there are Visualizer tutorials built into the Passport Touch™.

The Passport Touch™ offers 32G of memory with capacity for 32G of SD and USB drives also. And with that capability comes the availability to store your audio in three places. The Passport Touch™ comes equipped with an adjustable color touch screen that can be tucked away if it’s not in use. The Passport Touch™ also works with all CAT software, not just Eclipse. But if you happen to be an Eclipse user, did you know that your Eclipse support contract also covers the Passport Touch™ as well? And there are free software upgrades for the Passport Touch™ forever!

If all of this has left you wanting to know more, there’s a five-minute video clip available on eclipsecat.com under the Writers tab. Take a moment to watch the video and learn even more about the fantastic features of the Passport Touch™! I think your search for a new writer just got more interesting!

Stay tuned for Part 4.

Writer and CAT Software Support – a Must for Every Reporter, Part 2

In Part 1 of this blog we discussed why your writer and CAT software support agreements are so important.  But just because you have a current support agreement for your writer doesn’t mean you shouldn’t consider all that a new writer has to offer you.  When did you buy your current writer?  Was it somewhere back in the ’90s?  Or perhaps even longer ago than that!  Are your hands and wrists tired at the end of a long day of writing?  Do you struggle with stacking strokes?  Are your keystrokes deep and wobbly?  Do you know what the newest writers can do for your writing?

Here’s an overview of the newest writer from Stenograph called the Luminex.

  • Weighs 3.5 pounds and made in the USA
  • Stands 2.5 inches tall
  • Has a full color, high-resolution LCD touch screen that pivots 180 degrees
  • Has Wi-Fi and Bluetooth built in
  • Has 11 positions for shallowed stroke depth
  • Requires no calibration
  • More tension settings for fine tuning
  • Reduced side-to-side key wobble
  • Comes in four colors: Imperial Purple, white on a black base, all white, and classic black
  • 2 great accessory bags available

So what does all of that mean to you?  It means that you’re no longer tethered to a writer with antiquated technology.  Does your current writer offer any of these features?  You may be asking, what difference can it possibly make?  The first obvious answer to that question is that being able to adjust the stroke depth of your writer can help to reduce finger fatigue, but can also increase the accuracy of each and every stroke.  This particular writer can also “…interpret the nuances of your writing throughout the day.  The result is accuracy from the first to the last stroke of the day.”[1]  And, “The slightest motion or the heaviest pounding will be measured to provide the highest level of accuracy when writing.”[2]  Why is that important?  Because the less pressure your fingers have to exert on the keyboard equates to more precise and perfect strokes the first time.  More perfect strokes equates to less editing time.  Just imagine being able to evaluate every finger stroke to identify how you can improve your efficiency!

The Luminex is just one of the new writers on the market today with features that can enhance your performance on the job every day.    You’ve worked very hard to be successful at your craft. Why not use the very best equipment available to perfect your craft!?

In Part 3, we’ll highlight another new writer on the market- stay tuned!

[1]Stenograph.com

[2]Stenograph.com

Writer and CAT Software Support – a Must for Every Court Reporter, Part 1

Court reporters are very busy people.  Traveling is a part of an active reporter’s schedule.  Whether you’re just traveling a few miles to a law firm or all the way around the world to cover depositions overseas, your tools of the trade are your livelihood.  Just imagine one or both of your most important tools failing?

Invariably, the time will come when you arrive at your destination and begin setting up, only to find that either your writer won’t turn on or your software has become host to a cyber gremlin.  And if you’re like most reporters, you have become so accustomed to your writer and CAT software always working, that the immediate scenario has just turned your head spinning 360 degrees!  Words you didn’t know you knew start spewing under your breath, your heart starts pounding so hard you’re sure it’s about to explode through your chest, you start sweating, you can’t think straight – suddenly you’ve forgotten everything you ever knew about what you should do, and panic sets in big time!

However, if your writer and/or CAT software support agreement is up to date, there’s no need to panic.  A simple call to your provider with a description of what is, or is not, happening is usually sufficient for them to troubleshoot your situation and talk you through a few simple steps that will either fix the issue or diagnose a condition that requires a more detailed repair.  But either way, you are in a position now to either move forward with your assignment or place a call to your office informing them that you are experiencing a technical issue with one of your tools and will be unable to continue.

However, if your support agreement has expired because you haven’t used it in forever and figured that nothing ever happens to your software or writer, why pay all that money for nothing, well, suddenly that yearly contract fee doesn’t seem so bad.  Now you have to pay arrearages to even talk to tech support, not to mention the possibility that you may now be forced to purchase a new laptop because the upgrades available for your software won’t work on the outdated laptop you’ve been getting by on.  And let’s not even talk about the cost of replacing your writer!

The possibilities are endless as to what can or may happen on any given day.  What worked perfectly just the day before could suddenly stop working at a crucial time.  Maybe you’ve been writing to your laptop all morning without incident.  You have the rare opportunity to actually go out to lunch during a break.  You arrive back to the conference room only to find your software has frozen and won’t respond to anything.  You’ve rebooted the computer, still nothing.  If your support agreement is current, a call to tech support describing the situation will lead you to a solution.  It may not be a perfect fix, but in all likelihood you will be able to continue the assignment to its conclusion and then address a more permanent fix when you’ve finished for the day.  Your technical support people are your best defense against unexpected glitches.  Their ability to troubleshoot your crisis is invaluable when all eyes are on you to make it happen.

Take a look on your desk and pull out that support renewal contract.  Can you really afford to not keep them current?  Your livelihood depends on your tools of the trade working perfectly at all times.  If your writer fails, you can’t write.  If you can’t write, you’re making no money!  So if you thought you couldn’t afford to renew the contracts, add up the cost of a new writer and a new laptop, then reconsider whether the cost of that contract renewal has value after all.

Stay tuned for Part 2 where we’ll discuss new features in CAT software — made available to only those reporters who maintain a support agreement. And for those reporters who insist on showing up at the job with the latest writing technology, stay tuned for Part 2 where we’ll get a sneak peek at one of the newest writers on the market!

The 411 on Standing Orders

By Brittany Davies

When it comes to service, providing our clients with the best experience is our top priority. One way we achieve this is through catering to our clients’ needs. From booking hotel conference rooms for depositions across the globe, to final billing, making the process as seamless as possible is essential to our success and, we realize, the client’s success. One very important way we cater to these needs is through standing orders.

What is a standing order?

A standing order is a set of rules, guidelines, preferences, and regulations for our scheduling, video, production, and billing departments to follow on specific cases. Standing orders can cover simple things such as requesting in advance the name of the court reporter who will be covering your depositions, to more complex details such as how you would like to receive your transcript and what special services you will require at each deposition (synched video, realtime, expedited final transcript, etc…).

I just used Planet Depos for the first time. Can I have a standing order?

Whether you are new to PD or a longtime client, standing orders are available to everyone!

How do I make my own standing order?

You will need to fill out a standing order form. When scheduling, just ask our Scheduling team for one! Feel free to also let your court reporter know and they can relay the information back to our office.

If I don’t have a standing order, what will I receive when my transcript is finished?

If you do not have a standing order, Production team will send a conveniently bundled PDF portfolio. Inside the portfolio, you will have a full-size transcript, a condensed transcript, an ASCII file, as well as exhibits.

Can I change my standing order?

Of course! Just let us know when you make changes so we can better accommodate you!

Making your job as easy as possible is our job at Planet Depos. If you have any questions regarding standing orders, please feel free to contact our Production Department at transcripts@planetdepos.com, our Scheduling Department at schedulenow@planetdepos.com, or by phone at 888.433.3767.

Using Google Maps in Vehicle-Related Cases

By David André

In my last blog, I discussed the use of mobile videoconferencing in trial vs. video de benne esse depositions.  This blog will discuss using Google Maps in vehicle-related cases.

For car accidents, personal injury, and other vehicle-related cases, one thing that is always useful — even necessary — is visualizing the scene of the accident/injury, which can help determine the conditions involved in the cause of the incident.  Most people drive cars or ride in them regularly.  They know that driving can be stressful, and there are always many factors involved in making decisions while driving.  Perhaps there was a short merge and they merged left as someone else was switching lanes into their blind spot because of another upcoming left-turn-only lane.  I sat through a deposition in a case where one crazy driver zipped across four lanes of traffic in a busy intersection causing a five-car pileup.  The use of a diagram of the area and the involved cars was the only way to figure out what actually happened.

Historically, people would create such diagrams of the roads and intersection that would enable everyone to visualize the incident.  These diagrams range from inaccurate homemade poster boards reminiscent of a high school project to expensive customized animations showing each vehicle moving in sync with the others.  The latter of the options can get pricey, especially when you may have to make multiple changes before trial based on each witness’ account of the incident.

These days, the number one method I see is the use of various features of Google Maps.  You can select the Google Earth tool which shows you a satellite image.  With this tool you can take screen shots and have a perfectly accurate diagram of the roadway.  It shows turn lanes in the correct places and the correct lengths, and even shows crosswalks, parking lots, businesses and other landmarks.  You can use this to accurately and inexpensively depict the area where the incident happened.

One important note:  make sure that your version is up to date.  Google Earth is only updated every one to three years, so recent construction isn’t always shown, especially in more rural areas.  That being said, it is usually relatively easy to figure out if it’s accurate or not, and even when it was last updated by looking in the bottom right corner of the image.

While Google Earth view is very helpful, it’s only a bird’s eye view of the area.  It’s also possible to get a view of the same area from a better angle.  With the Google Maps Street View tool, one can digitally stroll down the middle of the road from the approximate height of a car.  Google’s Street View cars intermittently drive around with a 360-degree camera on top and take pictures.  These pictures are then stitched together into 360-degree images that can be easily navigated.  You can see trees, crosswalks, streetlights, and even see where cars regularly park, what the buildings look like, where the stop lights are, etc.  It is almost equivalent to going there yourself and taking pictures of the entire area.

Though the cameras take pictures only from where the Street View car travels, you can zoom in quite a bit without losing too much quality.  Then you can take screenshots from all angles and use them as evidence.  Again, just make sure the pictures are up to date enough for your purposes.

In one case I used Street View to show the path the Plaintiff walked every day from her bus stop, across a stretch of grass, under a tree limb, and into the parking lot of her apartment complex where she was struck by a car.  I didn’t even have to take pictures of the area.  Not only is it free, but it’s convenient.  The Street View pictures paired with the Google Earth images painted a very clear picture of both where the Plaintiff walked and the direction from which the vehicle came before striking her.

Simple everyday technology like Google Maps can be incredibly useful in vehicle-related cases.  It has many features that people don’t realize and can be utilized in such a way as to make your job easier and your cases less expensive.  If you aren’t sure how to go about this, reach out to your tech person for help.  It’s very easy to do, and they’ll certainly be very happy to help you create screenshots and clean them up as well.

For more information, contact Planet Depos at 1-888-433-3767.

Microsoft Sway: PowerPoint is Dead! Long Live PowerPoint!

Litigator’s Toolbox: PowerPoint or…
There is no denying that, along with a good trial presentation database, PowerPoint is an integral part of the litigator’s toolbox. PowerPoint is the claw hammer that drives your point home and pries apart opposing counsel’s case. And like the claw hammer, from the toolboxes of preschool learning tools to that of a master craftsman, PowerPoint is ubiquitous.

Unlike the trusty old claw hammer, despite the ubiquity of Microsoft’s PowerPoint (or perhaps because of it), PowerPoint is the preeminent software that people love to hate. This is no less true in the litigation community, be it by lawyers, paralegals, and even trial technology consultants. With most every presentation-related software release, there is renewed speculation whether or not PowerPoint will finally concede the throne it quickly overtook from Harvard Graphics and HyperCard upon its release, as the 1980s and the DOS era rolled to a close. Symphony, Google Presentation, Prezi, Impress, and Keynote arrived with high expectations. There was even a time when trial technology consultants (myself excluded) tried to steer law firms completely away from PowerPoint into Sanction and Trial Director. Like various brands and various specialty hammers (peen, tack, soft-surfaced, club, sledge, etc.) all remain relegated to their respective niche markets, PowerPoint remains THE presentation application from grade schools to the highest echelons of America, including inside the courtroom.

Microsoft v. Microsoft
What makes the latest presentation software release a bit more interesting is that Microsoft itself has released what many have already been asking, “Is this the successor to PowerPoint?” I have decided that before one of you — one my loyal clients — asks that very question, I should find out the answer.

Introducing Microsoft Sway
Officially released on August 5th, 2015, and in Microsoft’s own words,
“…people have less time to master the skills to go deep in any one app. Sway is meant to address these trends by providing a simple and intuitive way to pull together, format, and present your content.” Microsoft goes on, “Sway will make it happen.” Call me a narcissist, but to me this sounds a lot like PowerPoint presentations, minus moi. To put it unartfully, my attention has been “got.”

So let’s dig into Sway!
In fact, I have already begun, as I am simultaneously trying to write this blog post as a Sway. Let’s see how things continue…

Full disclosure: We Make It Happen!
Being the guy from the company that says, “We make it happen!” in regard to the extent that “Sway makes it happen,” I am admittedly digging in with a fair amount of skepticism. Nonetheless, I am attempting to create the best Sway I can, just as I would within the PowerPoint environment. I will evaluate Sway and its built-in tools relative to PowerPoint and its built-in tools.

First impressions:
Based on various samples from a variety of fields of use, not including litigation, Sway — available for Windows 10, iPad, iPhone, or within a device-independent web platform — can indeed put together some nice-looking presentations, but it does not go without notice that the presentations seem to me more of the stand-alone variety, as opposed to visual aids to enhance a presentation given by a living, breathing person — or an attorney.

Digging Deeper
I am quickly reminded of the previously mentioned HyperCard, introduced in 1987 by Apple, because Sway, like HyperCard, is based on cards, which together comprise a storyline. The organizational concept of cards, of course, predates HyperCard in the form of notecards for your junior high public speaking assignment or perhaps a bit later in an Introduction to Screenwriting course.

OneNote
I am also reminded of Microsoft’s OneNote. If you are one of the one billion or so MS Office users who have, but don’t use, or even know what OneNote is —
“OneNote is a digital notebook that allows you to gather and organize your notes and information. You can organize text, pictures, digital handwriting, audio, video, and more, in one notebook. It provides powerful search capabilities to easily find information and you can share your notebooks and work together with others more efficiently.”

Still Early Impressions
I feel as if I could also describe Sway by simply modifying that last sentence of Microsoft’s description of OneNote —
“It provides powerful search capabilities to easily find information and you can share your notebooks and work together with others more attractively.”

Indeed, you can import directly from OneNote.

One of a Billion
I am one of the billion Microsoft users who does not use OneNote, but can purportedly also import directly from FaceBook, Flickr, Bing, PicHit, YouTube, Twitter, iCloud, Google Drive, DropBox, Pinterest, Instagram, Vimeo, Vine, and more, including the ability to embed content from the web, although how to do so is not completely obvious. Thankfully there is a link right within Sway, to the appropriate support page.

When is the web not the web?
I immediately learn from the support page that the web content Sway cannot import is any HTTP or non-secure site. That’s a lot of web content that cannot be included, but it’s somewhat understandable. I attempted to embed the actual support page stating this, which is an HTTPS, or secure site, expecting a fully integrated browser, but had I scrolled a bit further down on the support page, I would have also learned that:

Sway currently supports embedding content from the following sites:
• Channel 9
• Docs.com
• Flickr
• GeoGebra
• Giphy
• Google Maps
• Infogram
• Mixcloud
• Office Mix
• OneDrive (Word, Excel, PowerPoint, and PDF documents)
• Sketchfab
• SoundCloud
• Sway
• Vimeo
• Vine
• YouTube

Embedding code from sites not listed here is currently not supported. Please check back periodically to see when additional sites may have been added.

In other words, Sway doesn’t really embed web pages.

To be fair, PowerPoint also does not embed web pages—out of the box, that is, but you can with a free add-in called LiveWeb. Don’t bother looking for a Sway version of this or any of the many useful add-ins for PowerPoint — there are none.

A Pretty Clumsy Affair…
Thus far I have not simply crashed, but crashed in wide and varied ways— crashed without notice (simply disappeared), crashed with notice (and asked to refresh) and not synced (try again) more times than I can count.

And laying out text and pictures has been no walk through the park. I have:
• Selected and reselected my layouts, customized my layouts, “remixed” my layouts — over and over again.
• Grouped and ungrouped my cards with automatic layouts and with manual grid layouts.
• Placed pictures with automatic layouts, stacked layouts, comparison layouts, slideshow layouts, and grid layouts.
• Bloody but unbowed, I am rewriting and reformatting this blog, in hopes that Sway can ultimately provide me that “simple and intuitive way to pull together, format, and present [this] content.”

Summary
I will let you decide if what I used Sway to create reflects an application that you would use to create a presentation for use in court. After, conservatively, 20+ hours over the course of 5 days, I have definitely come to some conclusions.

Starting a Sway
Starting a sway could not be easier. You can cut and paste or drag and drop content onto cards all day long, although you will run into more roadblocks than on ramps when it comes to web content and embedded documents, which seem to be more tacked on than embedded into.

Formatting a Sway
Sway’s templates are amateurish at best, with limited fonts, remedial color schemes, and random, distracting transitions and builds. You are offered some control of the layout: “Automatic,” “Stack,” “Comparison,” “Slideshow” or “Grid.” Looking back at some of the samples I mentioned earlier, I now notice that the most appealing are the ones with lots of full-screen heading photographs. I suspect this is so because otherwise you never know where or how your content might show up. Sway’s formatting templates and options epitomize everything that gives PowerPoint a bad name, but with Sway you have virtually no tools or options to make it right.

Navigating a Sway
Sway offers the user three navigation methods: “Scroll Vertically,” “Scroll Horizontally,” and “Optimize for Presentation.” “Optimize for Presentation” means a traditional slide show—in other words, what we are concerned with for this comparison. Additionally, you have transition options: “subtle,” “moderate,” and …

(hmm… can’t seem to click on anything)

… maybe “extreme,” maybe “dynamic.” I can’t recall….

Despite my internet connection being fully functional, Sway is not responding, which reminds me — Sway requires an internet connection if you are not using Windows 10, which I have purposely not yet installed.

(still not working after 10 minutes)

Regardless of the third transition option, all of them seem to be about as subtle as an Eastern District of Texas Judge, but far less predictable.

(more than 20 minutes, and we are back!)

Text Tools
Control of text is equally limited. Beyond limited font groups, you can only select “Title,” (first slide only) “Heading,” and “Text;” then further select for specific portions of text — “Emphasize” and “Accent” (with “Accent” being a subtle emphasis), neither of your choosing– perhaps bold, italics, underline, color highlighting. You can also add numbered or bulleted lists. Notably, Sway is unable to create columns, nor can you paste them in. Instead , if your text is too long, Sway seems to prefer to force the user to scroll down, even when “Optimized for Presentation.”

Picture Tools
Tools for working with pictures in Sway are virtually non-existent, with no ability to crop or specifically resize an image, despite Microsoft’s claim to be able to do so. Resizing and cropping are handled through “Focus Point,” in which you click on an area of the image to indicate that it is the key focal point. So, if Sway feels it needs to be cropped, it will try to maintain the same focal point. The other option is a checkbox that reads…

(about an hour later because Sway was temporarily available for viewing only, not editing)

…”The entire image is important.”

Build options are the same as Transitions: “Subtle,” “Moderate,” and “Intense,” — all with the same subtlety previously described.

Text and Pictures
Perhaps the most frustrating aspect of Sway is that with all Microsoft’s claims that Sway can “pull together, format, and present your content,” it gives no consideration as to how it pulls together text and pictures. With “Heading,” a picture is placed as a background to the text, but makes no attempts to format the picture or the text to insure the text is readable. Additionally, when you insert a picture card, you can add a caption that is simply dropped in without regard to the text card that it may be grouped with (so I chose not to use captions). And finally, there is no text wrapping around pictures. If you choose “Automatic,” text is always placed to the left, and the picture to the right. You can reverse the text and image by selecting “manual” and placing the image at the top of the group.

What about…?
One feature I have left conspicuously absent — the ability to embed PowerPoint. An hour later, still unable to edit in Sway, and thus unable to test the feature, the question “WHY?” has become cacophonous inside my head, but just as I am about to call it quits and go have a Dogfish Head Namaste to wash the taste of this software out of my mouth, the edit feature returned, and I went ahead and tried it anyway.

PowerPoint v PowerPoint
I tested both importing and embedding a 21-slide narrated tutorial that took me 23 hours to complete (including recording the tutorial) — in other words, less time than it has taken me thus far to successfully create an acceptable Sway of this blog.

The PowerPoint import feature completely disassembled the presentation, removing all of the audio files, all of the animations, most — but not quite all — of the shapes, leaving me with a discombobulated mess. The PowerPoint embed feature, like PDFs and Word documents, were tacked on rather than embedded into.

Overall Conclusions
At its worse, Sway feels like an early Beta, not even a release candidate, which was rushed out to ride on the tide of the Windows 10 release. This feeling is seemingly verified by the numerous disparate errors/crashes. But never mind the technical issues. Sway is a tortious piece of software or “app” aimed at the least technically savvy user with absolutely no eye for design or visual communication.

It is a pared down PowerPoint, leaving only the worst aspects of PowerPoint, and omitting virtually all of the basic features we have come to rely on across all applications. For instance, “Find and Replace.” The learning curve is almost impossibly steep, ironically due to Sway’s oversimplification, as even the before-mentioned target users will be looking for tools that are just not there. This all might be somewhat forgiven, if not for the fact that the built in-templates, as previously described, are amateurish, ineffective, and dated looking– just plain bad. Sway fails to achieve even its own low bar.

Most surprising is just how poorly Sway automatically formats content when you choose “Optimized for Presentation,” which is the most appropriate comparison. The initial results were so disjointed that I felt the need to put up examples of all three formats (Vertical Sway, Horizontal Sway, Slide Sway), lest I be accused of purposely undermining my results. But I persevered, and after, literally, manually adjusting every slide within the constraints of the program, I came up with something I would deem mediocre. Ironically, had Microsoft just left off the “Optimized for Presentation” option, possibly there might never have been any suggestion that Sway is the heir to the PowerPoint throne, which it clearly is not.

At best, my early impressions of Sway were pretty much on target– an app for visually presenting your OneNote content as a stand-alone presentation. Unless all of the images, documents, and multimedia files are in precisely the format you want them displayed, you will be required initially to edit those files outside of Sway– virtually all of which can be done directly within PowerPoint. In short, what’s the point?

Once again, the world may exclaim, “PowerPoint is dead!”, but as for this trial technology consultant, in regard to any trial that I have the opportunity to work on with your team, I proclaim, “Long live PowerPoint!”

About the Author: Derek Cole, Senior Consultant

Mr. Cole is Senior Trial Consultant for Planet Depos. With more than 15 years of experience, both in-house at an AmLaw 100 law firm and as an outside consultant, Mr. Cole has supported in excess of 100 trials. He has worked personally with attorneys, litigation support project managers, and other legal professionals, as well as directly with law firm clients to determine the logistic, graphic and technical requirements of each project. His vast experience as a trial consultant is well grounded in his studies of design at Ball State University, as well as extensive professional experience in the area of graphic design, database/application development, and PC hardware and application support.

Mr. Cole has made key contributions in securing more than $2 billion in antitrust judgments, more than $1 billion in intellectual property judgments, and more than $500 million in insurance coverage judgments.

For more information on Planet Depos’ Trial Technology, contact Planet Depos at 888.433.3767 or video@planetdepos.com.

White Paper: Inter Partes Reviews and Court Reporters

Inter Partes Review timeline - image by uspto.gov

Inter Partes Review timeline – image by uspto.gov

What have we learned about Inter Partes Reviews (IPR) since its inception on September 16, 2012?

Since the September 16, 2012, effective date of the AIA trial provisions, 3,277 IPR petitions have been filed through July 31, 2015, and the trend continues to be on the rise.  In the first seven months of this year alone, 1,436 petitions were filed, which is over 100 more than were filed in all of 2014.

Filing an IPR petition enables both petitioners and inventor respondents to get a decision on validity of patents in 18 months or less and, arguably, spending less money while doing so.  It also provides the benefit of using litigation-like procedures before the Patent Office, including oral motions and expert and fact depositions.

By way of background, IPR proceedings are limited to review of the patentability of one or more claims in a patent on the grounds only of novelty and nonobviousness, based on only patents or printed publications. The IPR process usually begins with a conference call between the Administrative Patent Judges (APJs), and the parties.  Experience has shown these initial calls, as well as important oral motions, are reported and transcribed by a well-trained and skilled stenographic court reporter.  Generally, these court reporters are not only familiar with the terminology and format, but also the procedural rules set forth by the Patent and Trial Appeal Board (PTAB).

By their very nature, these conference calls and/or oral motions often take place on short notice.  Court reporting firms with experience handling IPR conference calls and depositions are well-equipped and prepared to handle both last-minute and planned proceedings with certified stenographers experienced in IP and IPR matters.

Beyond initial telephone conferences and motions, limited discovery proceeds in an orderly and sequential fashion upon issuance of the Scheduling Order.  As required by Section 42.53 of the Code of Federal Regulations, “uncompelled direct testimony must be submitted in the form of an affidavit. All other testimony … must be in the form of a deposition transcript.”  Other requirements from the Board for compelled deposition testimony include limiting the time for each deposition to seven hours for direct examination, four hours for cross examination, and two hours for redirect examination.

For direct deposition testimony, the Board requires the Notice of Deposition contain the following:

  1.  The time and place of the deposition;
  2.  The name and address of the witness;
  3.  A list of the exhibits to be relied upon during the deposition; and
  4.  A general description of the scope and nature of the testimony to be elicited.

§42.53 Taking testimony.

Four sections of §42.53, (3), (5), (7) and 8(g), are worthy of mention and relate to court reporting services:

  • (3) Any exhibits used during the deposition must be numbered as required by 42.63(c), (see below), and must, if not previously served, be served at the deposition. Exhibits objected to shall be accepted pending a decision on the objection.
  • (5) When the testimony has been transcribed, the witness shall read and sign (in the form of an affidavit) a transcript of the deposition unless:

(i) The parties otherwise agree in writing;

(ii) The parties waive reading and signature by the witness on the record at the deposition; or

(iii) The witness refuses to read and sign the transcript of the deposition.

  • (7) Except where the parties agree otherwise, the proponent of the testimony must arrange for providing a copy of the transcript to all other parties. The testimony must be filed as an exhibit.
  • (8) (g) Except as the Board may order or the parties may agree in writing, the proponent of the direct testimony shall bear all costs associated with the testimony, including the reasonable costs associated with making the witness available for the cross-examination.

 Section 3 and §42.63 Form of evidence.

Section 42.63 provides guidelines regarding the form of evidence:

(a) Exhibits required. Evidence consists of affidavits, transcripts of depositions, documents, and things. All evidence must be filed in the form of an exhibit.

(c) Exhibit numbering. Each party’s exhibits must be uniquely numbered sequentially in a range the Board specifies. For the petitioner, the range is 1001-1999, and for the patent owner, the range is 2001-2999.

(d) Exhibit format. An exhibit must conform to the requirements for papers in §42.6 and the requirements of this paragraph.

(1) Each exhibit must have an exhibit label.

(i) An exhibit filed with the petition must include the petitioner’s name followed by a unique exhibit number.

(ii) For exhibits not filed with the petition, the exhibit label must include the party’s name, followed by a unique exhibit number, the names of the parties, and the trial number.

(2) When the exhibit is a paper:

(i) Each page must be uniquely numbered in sequence; and

(ii) The exhibit label must be affixed to the lower right corner of the first page of the exhibit without obscuring information on the first page or, if obscuring is unavoidable, affixed to a duplicate first page.

(e) Exhibit list. Each party must maintain an exhibit list with the exhibit number and a brief description of each exhibit. If the exhibit is not filed, the exhibit list should note that fact. A current exhibit list must be served whenever evidence is served, and the current exhibit list must be filed when filing exhibits.

Section 5, Reading and Signature:

A court reporter should not ask or inquire about reading and signing. It is presumed to be not waived unless:

  • the parties otherwise agree in writing;
  • the parties waive reading and signature by the witness on the record at the deposition.
  • The witness refuses to read and sign the transcript.

Furthermore, the court reporter is required to use a certificate as specified by §42.53(6). 

§42.53 (7) and (8) (g) Responsible party and Costs.

One significant peculiarity of IPRs relates to the party responsible for the fees associated with the taking of deposition testimony.  According to Rule 42.53 (7) and (8) (g), “Except where parties agree otherwise, the proponent of the testimony must arrange for providing a copy of the transcript to all other parties.”  In addition, “The proponent of the direct testimony shall bear all costs associated with the testimony, including the reasonable costs associated with making the witness available for the cross- examination.”

The net effect of this rule is to require the proponent of the testimony to deliver a copy of the transcript to other parties and to bear all “reasonable” associated costs.  The next question, of course, is what constitutes “reasonable” costs.  It has been our experience that the proponent of the testimony deems as reasonable only that the deposition transcript be delivered on regular terms, and that any “premium” services resulting in additional costs, such as immediate rough drafts, realtime — whether local or remote– video, video streaming, or expedited delivery, are the responsibility of the party requesting same.

To avoid any confusion or conflicts about what constitutes “reasonable” costs and who is to receive and be billed for the original and copies of the transcript, be certain to provide clear guidance and instructions to the court reporting agency in advance of the proceeding, conference call or deposition, as to the responsible billing party or billing agreements made between the parties to which the court reporting agency may not be privy.

Foreign Depositions:

In the event a deposition outside the United States becomes necessary, remember that there is a dearth of highly qualified court reporters, videographers and interpreters in most foreign countries.  Therefore, utilizing the services of a court reporting agency with on-the-ground resources in the country where the witness resides will not only save significant costs, as there will be no travel fees, but it will also ensure that you have access to local printing of exhibits and local shredding of your confidential documents instead of shipping back to the States.

Additionally, U.S. court reporting companies with local resources understand the rules and requirements of the U.S. court systems, and the peculiarities of the USPTO specifically, and will also invoice in U.S. dollars, eliminating the need for costly currency conversion.

Working with an experienced court reporting agency that is familiar with all of the rules before the Patent Trial and Appeal Board will ensure not only an accurate transcript, but also proper distribution, filing and billing of your transcripts.

Established Industries; Reverse Approach

By Brittany Davies

You know that ultra-confusing quote that states “the more things change, the more they stay the same?”  Think about it for a minute in terms of stenography and marketing.

Stenography has roots all the way back to 400 B.C. when a historian named Xenophon recorded the life of Socrates. The Romans had their own version of stenographers recording Senate speeches. And did you know stenography was even linked to witchcraft during the Middle Ages?

Marketing (science and art of selling a product or service), like stenography, is said to be as old as history itself. From the beginning of time, someone has always been trying to persuade someone else to purchase something.  However, what we know as “outbound marketing” had its real birth in 1450 with Gutenberg’s invention of moveable type. This invention allowed for the mass production of advertisements and, eventually, magazines.

Now back to the quote. Since the inception of both stenography and marketing, each has evolved tremendously over time, but each still has the same initial purpose.  Stenography/court reporting has gone from actual writing in shorthand, to steno machines with services such as realtime that can appear immediately in front of the client on an iPad or laptop.  Marketing has gone from purely outbound marketing, which pushes products or services to customers heavily through interruptive traditional media, to inbound marketing (customers find you) where services are purchased after marketers essentially earn the customer’s trust (social media, blogs, infographics, etc…). Despite change, the end goal is still to get a customer to purchase a product or service.

While technology continues to evolve in the court reporting field, we at Planet Depos recognize that accurately recording the spoken word is still our primary goal. And as marketing liaison, that broader picture is always at the back of my mind for marketing tactics and objectives.  Integrating two long-standing industries can be, at times, a daunting challenge, but a fun one at that!

Realtime Adds Value to Georgetown Law Mock Depositions

Practice makes perfect. Until someone actually experiences something firsthand, it is hard to know what to expect in that situation. Whether it is learning how to play a musical instrument or run in a marathon, a full understanding cannot be achieved until one has experienced it and obtained feedback from teachers or coaches.

Such is true with law students and the litigation process. As part of a practical seminar at Georgetown University Law School aimed at teaching law students how to litigate an actual civil case from the complaint to the courthouse steps, Professor Amy Davis Kossak appreciates the importance of giving law students the opportunity to engage in hands-on learning. Planet Depos recently provided pro bono realtime services for 12 mock depositions conducted by the law students in Professor Kossak’s seminar.  Below are Professor Kossak’s insights into why this experience is so valuable to her students from classroom to career.

Planet Depos:  Can you explain what was involved in preparing for the mock depositions?

Professor Kossak:  Before the mock depositions, each student in the course was assigned to play the role of either plaintiff’s counsel or defense counsel in a hypothetical legal malpractice case.  Once the students decided which witnesses they wanted to depose, the students reviewed the relevant case documents, consulted their summary judgment outlines and proof charts, and prepared outlines for the depositions.

Putting together these outlines required the students to consider why they were taking the depositions (e.g., to discover facts, to preserve trial testimony for a witness who may be unavailable), what topics they wanted to cover, how they wanted to approach the questioning on each topic, what exhibits they wanted to use, and even how they wanted to use the outline itself (e.g., as a general guide or as a detailed list of planned questions).  The preparation paid off, and the students did an excellent job with their very first depositions!

Planet Depos:  What are the benefits to the students from having a court reporter provide realtime and a final transcript of the mock depositions?

Professor Kossak:  Having the realtime and final transcripts were, in a word, ‘tremendous.’  Several students commented on how much they enjoyed the deposition exercise and especially appreciated the realtime court reporter’s involvement.  Having a realtime reporter at the deposition allowed students to decide (in the safety of a classroom setting) whether they preferred being able to see the rough transcript as it was created (which seemed to work well for visual learners) or whether keeping their eye on the constant flow of text was more distracting than helpful (which seemed to be the case for more auditory learners).

Having a final transcript created for each deposition was even better.  Not only did having a final transcript allow the students to prepare summary judgment motions and deposition designations in a realistic way (which both the students and professors really appreciated), but it also allowed students to review their own depositions after the fact and reflect on what they did well (and where they could improve) so that their first real depositions as practicing lawyers could be even better.  Finally, the practical tips the court reporter provided before and after the depositions were a wonderful bonus and will certainly come in handy as these students become litigators.

Planet Depos:  As court reporters, we’ve been a quiet participant in thousands and thousands of depositions.  This group of law students was well-prepared, innovative and fairly calm.  They also exhibited some impressive creative thinking that will serve them well when they enter private practice.   What trends, if any, are you seeing in your students in terms of attitude, behavior and commitment?

Professor Kossak:  Students are increasingly interested in learning ‘real life’ lawyering skills during law school.  While summer jobs and internships provide great opportunities for practical learning, students sometimes feel uncomfortable asking questions in these settings that might be seen as too basic (e.g., How do I serve a subpoena?  What should a deposition outline look like?).  That is where our class comes in.  We have found our students to be highly motivated, eager to participate in class, and excited to embrace their roles as plaintiff and defense counsel in our hypothetical case, and we attribute much of this enthusiasm to the fact that students believe that the skills they’re learning will be directly applicable to their jobs as lawyers starting on Day 1.

Congratulations to the law students and a big thank you to Professors Amy Davis Kossak, Jesse Carlson, Hannah Stott-Bumsted, and Certified Realtime Reporter Lee Bursten for their time and dedication to this practical learning experience.

Depositions and Deadlines and Trials, Oh My!

By Brittany Davies

Stress – just reading the word gives you a negative feeling. Originally intended as a survival instinct, stress sent signals to our bodies to survive harsh conditions and situations which eventually helped us develop into the people we are today. While stress is still a signal from our bodies to take the proper precautions to live, it seems there is a lot more of it in our lives – much of which is avoidable.

With April being National Stress Awareness month, it’s an important time to evaluate the stress in our lives as professionals in the legal industry. Fortunately, there are steps that can be implemented to make the litigation process as seamless and stress-free as possible.

Stress: We need to schedule an out-of-town deposition, but we have no relationship with any court reporting firms in that area.
Solution: Planet Depos can find you a certified reporter, videographer or interpreter wherever you may need one, including internationally. While we respect your loyalty to your local reporters, keep PD in mind for your out-of-town needs!

Stress: I have boxes and boxes of exhibits and documents I need to take to a deposition. I don’t want to be that person holding up the line on the plane because I can’t get my boxes out of the overhead bins. What do I do?!
Solution: Travel lightly with Planet Depos! Avoid the stress of extra papers, binders, and boxes through paperless exhibits. This feature allows you to upload all of your exhibits into a secure web repository which you, and your clients, can then access through your tablets and laptops as needed.

Stress: There’s a storm coming in and my flight was canceled. I really need to take this deposition before discovery is up.
Solution: Sometimes weather or the location of your witness can make the deposition process difficult. If all parties have access to the Internet, opt for mobile videoconferencing! Mobile videoconferencing offers video and audio capabilities, as well as the option to have simultaneous access to realtime transcripts.

Stress: I have a trial next week and will need the transcripts prior to the next day’s proceedings.
Solution: Planet Depos realtime reporters have your back! Feel at ease during your trial knowing you will have a rough draft by day’s end and a final transcript before the next day’s proceeding.

Stress: My last case was unsuccessful because of the lack of quality in the video, transcripts, etc…
Solution: The Planet Depos proprietary vetting process was created to ease the process! Planet Depos will send only qualified reporters, videographers and interpreters to your depositions. Don’t leave the quality of your case to chance!

Planet Depos – for stress-free depositions!

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