User Interface Display Settings

General Settings

Firm Name

The text to display for your organization's name in the WestlawNext and Westlaw Classic interfaces. Space is limited to approximately 20 characters.

Search Process Count

The number of documents to process before displaying results for full-text searches. Accordingly, the Limits feature in West km for Litigation initially generates the counts and the items you can select for restrictions from the first set of processed documents. In the Limits interface you can process the next set of documents to update the counts and restrictions by clicking Next.

The default value is 200.

Notes about search performance:

• Values above the default (200) may degrade performance.
• For best performance, maintain a 1:5 ratio between Search Process Count and Search Max Hits (e.g., 200:1000). If you have a powerful processor, you may want to increase the ratio (e.g., 100:1000).
• When the Search Process Count setting is less than the Search Max Hits setting (recommended), results may display before all documents are processed. See the Record Count Label setting for more information about how the document count is displayed in the user interface.

Search Max Hits

The maximum number of documents to process for full-text searching. (Searches using the Natural Language search method return a maximum of 100 documents, even if the value is set over 100.)

The default value is 1000. (For best performance, maintain a 1:5 ratio between Search Process Count and Search Max Hits (e.g., 200:1000). If you have a powerful processor, you may want to increase the ratio (e.g., 100:1000).)

Search Query Timeout

Maximum amount of time in seconds to wait for SQL queries to complete. If the time-out period is exceeded, an exception is generated and the document is not indexed.

Welcome Text

The HTML file that is displayed in the West km interface on the Welcome panel and on WestlawNext as scope information on the West km home page.

The default value is /custom/WelcomePage.html (within the West km installation folder).

You can change the HTML file to customize the welcome text for your organization. So that your changes are not overridden upon upgrade, use a different file name and change this property value to match.

Welcome Display Label

The text that is used for the following:

• The name of the Welcome panel in the West km interface. If no label is entered, the Welcome panel is not displayed.
• The scope information label on the West km home page on WestlawNext. If no label is entered, the scope icon is not displayed.

The default value is blank.

West km Help URL

The URL to access the default page for the West km Help system.

The default value is http://help.westkm.com.

Enable West km Help

If selected, links are displayed in the interface to access the West km Help system.

This setting is selected by default.

Record Usage Records

If selected, enables usage reporting, which can be used for cost recovery purposes.

Prompt for Client ID

If selected, West km members are prompted to enter a client ID when accessing the West km interface. This ID is tracked with West km transactions, providing you with greater control over billing allocation.

This setting is not selected by default.

Client Matter Separator

The separator character (i.e., a hyphen "-") to be used when creating a combined client and matter ID and a combined client and matter name in West km.

If you change the separator character, you must run an incremental update for profile metadata in order for the change to be reflected in West km searches.

Citing References

Westlaw Display – First Page

Westlaw Display – Other Pages

The number of your organization's documents to list in a KeyCite result (the first page and other pages) in the Westlaw Classic interface.

The default values are 200 and 100.

Display Mouseover Text for Flags

If selected, mouseover text is displayed when pointing to KeyCite status flags within the text of documents in the West km interface, in the WestlawNext and Westlaw Classic interfaces, and in the West km Add-In Tool for Corel WordPerfect. (In the add-in tool for Microsoft Word, mouseover text is always displayed, regardless of this setting.)

Firm Citing Ref Threshold

Determines the number of indexed documents that must reference a citation before a km citing references icon is displayed after a citation. When there are more than n number of citing documents, the icon is displayed. For example, if the threshold value is 1, at least one other document must reference the citation in order for the icon to be displayed.

Show West km Citing Ref icon

Show West km Citing Ref icon in Clients

If selected, km citing references icons are inserted after citations, indicating when a citation is referenced in indexed documents.

• Show West km Citing Ref icon affects documents displayed in the West km interface and in the WestlawNext and Westlaw Classic interfaces.
• Show West km Citing Ref icon in Clients affects the West km Add-In Tool when KeyCite status flags are inserted. (For km icons to be inserted with the West km Add-In Tool, both settings must be selected.)

Target for West km Citing Ref icon in Clients

Defines the target interface of the km citing references icon when West BriefTools or the West km Add-In Tool is the source interface. Possible values are West km Intranet (the default) or Westlaw (WestlawNext or Westlaw Classic).

Depth Star Settings

Category Four
Category Four Max
Category Four Min

Category Three
Category Three Max
Category Three Min

Category Two
Category Two Max
Category Two Min

Category One
Category One Max
Category One Min

Controls depth of treatment categories for citing documents. Modify these settings to change the depth of treatment categories.

KeyCite depth of treatment stars indicate the extent to which each of your organization's documents discusses a Westlaw document. The designation is based on the number of times your organization's document cites the Westlaw document.

The default settings for the depth of treatment categories are as follows:

Change the caption settings if you want to change the definitions of depth of treatment categories. Change the min and max settings to indicate the range of times your organization's document must cite the Westlaw document in order to belong to a particular depth of treatment category.

Note: You can set whether depth of treatment stars are displayed in a result at System Options, Display Settings. (For details, see Setting System Options.

Library Groups

Use Library Groups

If selected, displays library groups in the West km interface, in the WestlawNext and Westlaw Classic interfaces, and on setup pages.

(For the change to take effect for any currently running West km sessions, the Web browser must be closed and reopened.)

Persist Library Groups

If selected, the library groups that a user has searched previously will be remembered when the user performs a new search. If not selected, all library groups are selected for new searches. (When an existing search is edited, library groups always persist from the original search.)

This setting is selected by default. This value is only used if the Use Library Groups setting is selected.

Library Groups Columns

In the West km interface, determines how many columns are used to display the listing of library groups on the Library Groups panel.

The default value is 3.

Hide Litigation Groups on Transactions Tab

Hide Transactions Groups on Litigation Tab

If Hide Litigation Groups on Transactions Tab is selected, library groups are hidden from end users in West km for Transactions if no document collections within the library group are processed by the transactional analysis component. This setting is selected by default.

If Hide Transactions Groups on Litigation Tab is selected, library groups are hidden from end users in West km for Litigation if all document collections within the library group are processed by the transactional analysis component. This setting is not selected by default.

If both options are selected, library groups are displayed or hidden as follows:

Unassigned Library Group

Text label used for documents that are in a collection without an assigned library group. This unassigned library group is only displayed on search pages if a collection exists that does not have a library group assigned to it.

The default value is Unassigned.

(For the change to take effect for any currently running West km sessions, the Web browser must be closed and reopened.)

Manage Library Groups

Provides access to the Library Group Lookup dialog box. You can add, edit, or delete library groups.

Litigation

Default Search Template (Litigation)

In West km for Litigation, determines the search tab that is displayed by default in the West km interface (Search, KeyCite, or KeySearch).

The default value is Search.

Expand Fields panel by default
Expand Library Group panel by default
Expand Welcome panel by default

In West km for Litigation, determines whether panels are expanded or collapsed by default when a West km user session is started.

These settings are not selected (the panels are collapsed) by default.

Notes:

• If Use Library Groups is not selected, then Expand Library Group panel by default is not available.
• If Welcome Display Label is not populated, then Expand Welcome panel by default is not available.

Full Text Terms and Connectors Search Result Sort Order

In West km for Litigation, determines the sort order for West km results from a full-text search using terms and connectors. (The sort order affects the West km interface and the WestlawNext and Westlaw Classic interfaces.)

The default value is Modified Date Time.

Full Text Natural Language Search Result Sort Order

In West km for Litigation, determines the sort order for West km results from a full-text search using natural language. (The sort order affects the West km interface and the WestlawNext and Westlaw Classic interfaces.)

The default value is Modified Date Time.

Show search terms in result list

Determines whether the result list shows and highlights search terms.

This setting is selected by default.

Display court information next to judge

When selected, sets the system to display a judge's court affiliation along with the name on the Fields panel (drop-down list and look-up control) and summary pages.

This setting is not selected by default.

Show judge links

If selected, references to validated judges (primary or secondary) in documents and document summaries will link to profiles of judges on Westlaw Profiler. In documents, the judge's name is linked. In document summaries, a "Westlaw Profile" link is displayed after the judge's name. Links are not displayed in headers or result lists.

This setting is not selected by default.

Notes:

• If you enable this setting, accessing a judge profile is a billable transaction if you don't have a subscription to Westlaw Profiler.
• Links are inserted into documents during rendering, so enabling this option does not require reindexing.

Show Secondary Judge

When selected, shows the Include Judge–Secondary References check box on the Fields panel beneath the Judge–Primary drop-down list. (Primary judges are identified in document captions. Secondary judges are referenced in the text of documents.) In addition, when the Show Secondary Judge option is selected, the Judge–Primary drop-down list includes names of secondary judges.

This setting is selected by default.

Words before and after search terms

When searching full text, indicates the amount of text (in number of words) to show before and after each search term.

Note: Surrounding text is not displayed beyond the boundaries of a paragraph, a table cell, or text that defines metadata for a title, attorney, law firm, governing law, or party.

For this setting to function, Show search terms in result list must be selected.

The default value is 20.

Number of search term hits to show

When searching full text or titles, indicates how many search term references to show.

For this setting to function, Show search terms in result list must be selected.

The default setting is the first three search terms.

Logos

Documents Found-Header logo
Documents Found-List logo
Document Identifier logo
Organization Identifier logo

Logos used when displaying West km information in the product interface. Modify these settings to change organization-specific logos and images.

To view the image currently designated, click Show Image.

The default values are as follows:

• Documents Found-Header logo: custom/images/firmsplat.gif
• Documents Found-List logo: custom/images/firmdoclistsplat.gif
• Document Identifier logo: custom/images/firmbrandinglogo.gif
• Organization Identifier logo: custom/images/firmmoreinfologo.gif

Enable Hyperlink to Intranet

Intranet URL

Enables a link from your organization's identifier logo to your intranet.

To enable the link, select Enable Hyperlink to Intranet.

To define the link, enter a URL for Intranet URL.

Result List

Result List Page Size

The number of documents to list on each page of a result in the West km interface for both West km for Litigation and West km for Transactions.

The default value is 20 (recommended). For best results, do not exceed 100.

Record Count Label

Determines the count of resulting documents from a full-text search and how that count is displayed. Options are as follows:

• Default: Display is "Showing ## documents." The number is a definite count of the documents the user can access in the result list.
• Approximate: Display is "Approx. ## documents." The number is an approximate count of the documents the user can access in the result list based on the results of the first set of documents processed.
• More Than: Display is "More than ## documents." The number is the minimum documents the user can access in the result list based on the number of documents that have been processed, regardless of security.
• None: No record count is displayed.

Note: With the Default and More Than options, no record count may be displayed on the initial result page when (1) results are displayed before all documents are processed (see the Search Process Count setting), or (2) when full security is on, in which case the user may not have rights to all the resulting documents.

Westlaw

Page Size

The number of records to be displayed per page when you perform a search or use KeySearch in the Westlaw Classic interface.

The default value is 20.

Expand Library Groups

If this setting is selected, the list of your organization's library groups is expanded by default when you access search pages in the Westlaw Classic interface. If this setting is not selected, the list is collapsed by default.

This setting is not selected (list is collapsed) by default.

If a user expands or collapses the list, the list state is maintained throughout the Westlaw session. The default state resumes when a new session starts.

More Information Link Enabled

If selected, displays a More Information link on your organization's result list in the Westlaw Classic interface. The link destination is the West km interface.

WordPerfect

WordPerfect Processing Path

The path (in \\servername\folder format) to a temporary folder that is used to store WordPerfect documents processed by the West km Add-In Tool.

By default, the path points to the WPTemp folder in the West km installation folder on the delivery server.