Produce More Pages Per Hour
Most reporters and scopists use only a
fraction of the features and options that are
available in Case CATalyst. These features
can make editing faster and easier. In this
class, you’ll learn how to be more productive
than ever before.
Produce More Pages Per Hour
Keyboard Map Efficiency
Add Shortcuts ..................................................................... 3
Remove or Modify Unwanted Function Assignments .................. 4
Macros
Exceptional Extras ............................................................... 5
Recording Your Own Macros .................................................. 6
Playback Macros via Keyboard or Mouse .................................. 7
Features that Save Time and Increase Accuracy
Research shortcuts .............................................................. 9
Cat Scratch ...................................................................... 10
Hotspots .......................................................................... 11
Mistran Minder .................................................................. 13
Undo Global...................................................................... 15
EZ Sync at Cursor ............................................................. 16
EZ Text............................................................................ 16
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Keyboard Map Efficiency

Add Shortcuts
If there is an Edit function you use frequently that does not currently have a
shortcut key, you should assign a shortcut key.
1. Open the keyboard map by any one of the following methods:
 In Manage Jobs, double click the System Files case and then double click
the keyboard map file.
 In Edit, double click the keyboard map name (listed on the status bar,
next to Kbd Map: ).
 From anywhere in Case CATalyst, click File, Open, List/Table,
Keyboard Map (Alt+f, o, i, k), select the keyboard map file and click
Open (Enter).
2. Scroll down and select the key to which you want to assign the function.
3. Open the Assign Key to Function dialog by any one of the following methods:
 Double click the key.
 Right click the key and then click Modify.
 Click Edit, Modify… (Enter or Ctrl+m).
 Click
the Modify button on the toolbar.
4. Select the function from the list.
NOTE: There are two techniques that enable you to find functions
quickly. You can click Filter by Category and then select the desired
category, or you can press Ctrl+f and search for the function name.
5. Click Assign (Alt+a).
6. Click Close (Alt+c).
7. Save the changes to the keyboard map. Do one of the following:
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 If you wish to save the keyboard map to a new name, one that
identifies it as your, personal, custom keyboard map, click
File, Save As (Alt+f, a).
TIP: If you add, modify, or delete functions from the Stenographprovided Default, CAT4 kbd, Extras Default or Extras CAT4 kbd
keyboard map, it is recommended that you use Save As and rename
the keyboard map.
 If you wish to save the keyboard map to the current name, do one of
the following:

Right click the keyboard map open file tab and select Save.

Click File, Save (Ctrl+s).

Click
the Save button on the toolbar.
 Remove or Modify Unwanted Function Assignments
If there is a function assignment that is inconvenient to you or slows your
editing speed, you should remove or modify the assignment.
1. Scroll down to and select the key you want to modify or delete.
2. If you want the key to do nothing, press Delete. This removes the current
function assignment.
For example: Some reporters and scopists dislike having the Insert key
assigned to Toggle Insert/Overstrike; they would prefer to always remain in
Insert mode and never overstrike other text. Deleting the Toggle
Insert/Overstrike function and then saving the changes means that pressing
the Insert key would do nothing when editing in Case CATalyst.
NOTE: Changing a function assignment in Case CATalyst does not affect
a key’s behavior in any other application.
3. If you want the key to do a different function than is currently assigned,
open the Assign Key to Function dialog by any one of the following methods:
 Double click the key.
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 Right click the key and then click Modify.
 Click Edit, Modify… (Enter or Ctrl+m).
 Click
the Modify button on the toolbar.
4. Select the preferred function from the list.
5. Click Assign (Alt+a).
6. Click Close (Alt+c).
7. Save the changes to the keyboard map.
TIP: As with any files you customize to your preferences, after making any
changes to a keyboard map, it is highly recommended that you back up the
modified keyboard map file. When you need to install Case CATalyst on a new
computer, being able to restore the backup ensures that you can remain as
efficient and productive as you were on your previous system.
Macros
Macros are shortcuts that play back a series of functions in Edit. The functions can
be recorded by keystroke or by clicking a menu item or toolbar icon. In Edit and in
Manage Dictionary they can be played back via the keyboard or the mouse.
Macros enable you to save time and energy when editing by reducing the number
of keystrokes pressed in repetitive tasks.
The best, most helpful macros are the ones that meet your specific needs. The
best sources for ideas for helpful macros come from recognizing a situation where
you have been using the same series of functions over and over. However, there
are edit shortcuts that many reporters and editors commonly use. These most
popular macros have been recorded for you and are available via the files in
Exceptional Extras.

How to obtain and use the Exceptional Extras Edit Macros:
1. Restore Edit Macros from Extras.ZIP
a. Click Help, Exceptional Extras (Alt+h, e).
b. Click Restore Extras.ZIP.
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c. Make sure Keep Case Structure is selected. If it is not, click the check box
next to Keep Case Structure.
d. Click OK (Enter).
2. Assign macros to keys in the keyboard map you use.
a. Double click the name of the keyboard map located next to Kbd Map: on
the status bar.
b. Double click any key (or click once and then press Enter or Ctrl+m) to
open the Assign Key to Function dialog.
c. At Filter by Category: select Keyboard and Macros.
d. One at a time, select each macro you wish to use, enter the preferred key
assignment, and click Assign (Alt+a).
TIP: To decide which edit macros you might want to assign and use, click
Help, Exceptional Extras, Using Extras Edit Macros and Extras
Keyboard Maps, and review pages 2-4 for descriptions of the pre-recorded
macros.

How to record your own, custom macros:
1. Identify the need: any task that requires you to use more than one function
and is repeated throughout one or more jobs is a good candidate for a
macro.
NOTE: Check the list of functions in your keyboard map before recording
a macro. You may be pressing multiple keystrokes to perform a single
function; single functions can be assigned to the keyboard map without
having to record a macro. For example, you might press three
keystrokes: Alt+e, i, h, to insert a hidden text. However, that’s a single
function: Insert Hidden Text, and that function can be assigned to a key
in your keyboard map.
2. Position the cursor where the macro should begin.
3. Click Tools, Macro, Record (Alt+t, m, r).
4. Press keys assigned to functions and/or click toolbar icons and/or select
menu items with the mouse to record the series of functions.
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NOTE: When a dialog box is open, you must use the Alt+key keyboard
shortcut to select an option or command. Clicking a button or an option
will not be recorded as part of a macro.
5. When finished recording, click Stop in the Record Macro toolbar.
6. Type a name for the macro in the Save Macro dialog box.
7. Click Assign After Saving (to be prompted to assign the macro to a key in
the keyboard map immediately after saving).
8. Click Save (Enter).
9. Double click the keyboard map to which you want to assign the macro.
10. Assign the macro to a key in your keyboard map.
a. Select the key, Shift+key, Ctrl+key or Ctrl+Shift+key that you want to
assign your macro.
b. Click Assign (Enter).
NOTE: You will receive a warning message if you selected a key
which is assigned to another function. If you click Yes the current
function assignment will be replaced with the selected function. If you
click No, Assign will be cancelled and you can select a different key for
the function.
c. Click Close (Alt+c) to close the Assign Key to Function dialog box.
d. Save (or save and close) the keyboard map.

How to Playback a Macro via the Keyboard
1. Position the cursor as needed.
2. Press the key assigned to the macro.

Assign and Playback Macros via a Toolbar
Most reporters and scopists will invoke commonly-used macros in edit by
pressing an assigned key in the keyboard map, and in realtime by writing a
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steno stroke defined as an AccelerWriter. However, it can be difficult to
remember keyboard shortcuts for less commonly-used macros. For lesscommonly used macros, you may prefer to invoke macros from a Macros
toolbar, so that you can see the shortcut you want and just click it to use it.
The icons labeled M1, M2, M3, M4 and M5 are placeholders for toolbar buttons
that can be assigned to play back individual macros (and whose appearance
can be customized with alternate text and/or images).
The
Add Macro Button on Toolbar button enables you to select a macro and
add it to the Macros toolbar. By default, the macro will appear as the next
available number (e.g. if you currently have M1-M5, adding a macro button will
automatically be labeled M6).


To assign a macro to one of the unassigned Macro toolbar buttons, use one
of the following methods:

Click the button (e.g. M1), and then at the Choose Macro dialog, select
the macro to be assigned to that button and click Open (Enter).

Click
Options on the Macro toolbar, click the Macro Filename field to
the right of the macro button; click
the Browse button, and then at
the Choose Macro dialog, select the macro to be assigned to that button
and click Open (Enter). Then, click OK to close the Macro Toolbar
Options dialog.
To change the text of the Macro toolbar button from M1, M2, etc. to text
that helps you know what macro the button is assigned to play, use one of
the following methods:

Click
Options on the Macro toolbar, click the Button Text field of the
button you wish to edit; type a preferred name, and then click OK
(Enter).

Right click the toolbar and click Customize… to open the Customize
dialog. Right click the toolbar button you wish to edit. Click the Name:
field, type a preferred name and press Enter. Then, click Close to close
the Customize dialog.
TIP: To display the macro name on the toolbar, while the Customize
dialog is open, right click the toolbar button and then click Text Only or
Image and Text.
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NOTE: The ampersand (&) character in a toolbar name will cause the
letter after the ampersand to be underlined. If that letter is not
underlined in the menu bar (the letters e, f, g, h, i, o, s, t, u, v, and w are
already used in the menu) or for any other toolbar button, and if the
button is displayed as Text or Image and Text, then pressing the Alt key
plus that letter will invoke that macro.
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).
 Click Edit, Internet Search (Alt+e, n), or right click the word or
marked phrase and select the Internet Search icon in the right click
toolbar.
TIP: You can assign the Internet Search function to a key in your
keyboard map.
TIP: The default search engine is Google. If you would prefer to use a
different search engine, you can select it in Advanced Edit Options. In
Edit, click Tools, Options, Advanced Edit… (Alt+t, o, a). Click
Default Internet Search Engine, and then select the preferred search
engine from the drop-down list.

Add a Web Site Shortcut to Manage Jobs
If you want to visit a favorite research web site (for example,
http://www.pacer.gov/pcl.html to research case cites and/or
http://www.rxlist.com/drugs/alpha_a.htm to look for drug names) from
within Case CATalyst, you can create a shortcut in Manage Jobs, and then
while editing, click the Manage Jobs tab (or press Ctrl+Tab) to navigate to
Manage Jobs, and then double click that shortcut.
Although you can create shortcuts in any version of Case CATalyst, here are
instructions for setting this up in Version 15:
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1. Open the research web site in your browser. Select the site’s address in
the address bar, and then right click and select Copy (Ctrl+c).
2. In Case CATalyst, click Help, Open User in Windows Explorer
(Alt+h, w).
3. Right click any un-selected area of the screen and then select New,
Shortcut.
4. At Type the location of the item, right click and select Paste (Ctrl+v),
then click Next (Enter).
5. At Type a name for this shortcut, type a name to help you easily find and
identify the research site shortcut. For example, if you sort files in
alphabetical order, you might want to name the shortcut something like
00-CITE CHECK or 00-DRUG SEARCH. (The 00 in front of the name would
cause it to be listed at the top of your list of files.)
Tips for Cat Scratch
You may occasionally require reminders while editing; spellings, style
preferences, shortcut key assignments for functions, etc. The way most folks
record reminders is on a piece of scratch paper, however handwritten notes can
be hard to read and easy to lose. The Cat Scratch pane is a way to record those
reminders on screen, in a dialog pane.

Set the Cat Scratch Pane scope:
Decide whether you want to be reminded of the items in the Cat Scratch
pane for every job you edit, only for jobs in a particular case, or only for the
one job by setting a scope for the Cat Scratch pane.
1. In Edit, click Tools, Options, Pane Options, Cat Scratch…
(Alt+t, o, Enter, c).
2. Click the right side of the Cat Scratch scope option.
3. Select User, Case or Job.
 Select User if you want items in the Cat Scratch Pane to be available
for all jobs in the user.
 Select Case if you want items in the Cat Scratch Pane to be available
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to all jobs in the same case.
 Select Job if you want items in the Cat Scratch Pane to remain specific
to an individual job.
4. Click OK (Enter).

Insert text in Cat Scratch Pane:
1. Click in the Text area of the Cat Scratch pane.
2. Click the
New button on the Cat Scratch pane toolbar.
3. Type the desired text.

Send text, globals, briefs, etc. to Cat Scratch Pane:
1. Select (mark) the desired item.
2. Choose one of these options:
 Click Edit, then click Send to Cat Scratch or Send Steno & Text to
Cat Scratch Pane.
 Right click the selected text, then click Send to Cat Scratch.

Examples of How Reporters and Scopists Use Cat Scratch:
 List shortcut keys for commands.
 Make note of spellings to remember.
 Make note of briefs to use again.
TIP: Assign a key to the View Cat Scratch Pane command to quickly
open/close the pane for quick reference.
Hotspots
Most scopists and reporters agree that in order to edit a job quickly and
efficiently, it’s always best to use the “15-second rule” with regard to items that
stump you: i.e., don’t waste more than 15 seconds staring at an untranslate or
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mistranslate that doesn’t make sense and that you can’t figure out from the
steno notes or audio. If it takes any longer, mark the item in some fashion and
come back to it later.
Scopists and reporters require a means of double-checking to ensure that they
haven’t missed or skipped any of those “hot spots” – items that haven’t been
fixed and still need to be addressed.
The Hotspots pane makes it very simple to quickly identify and navigate to
items that need to be modified in the transcript.

To display the Hotspots pane, click View, Panes, Hotspots
(Alt+v, e, o).

Items in the Hotspots pane display color-coded as follows:
 Blue – entries containing empty fields.
 Green – entries containing untranslates.
 Pink – entries containing the <Oops> format symbol.
 Gray – identifies the last entry to which you positioned your cursor.

Set Hotspot Options:
 Click Tools, Options, Pane Options, Hotspots… (Alt+t, o, Enter, h).
 Set preferred options for each Hotspot type. (Click the setting, then select
from the drop down list, or double click the setting.)

Insert <Oops> During Translation or Edit.
 During translation: Reporters can define a stroke as the <Oops> format
symbol and then write that stroke whenever they’ve written something
they know will require explanation or correction and want to “mark” in
some fashion.
To define a steno stroke as <Oops>:
1. Open your Personal Dictionary.
2. Press Insert or Ctrl+i.
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3. At Steno: Type the preferred steno (e.g. /KH*EBG, /AO*PS), then
press Tab to navigate to the Text field.
4. If format symbols are not currently displayed, click the FS>> button.
Scroll down to <>Oops and double click or click once and then press
Enter to insert the <Oops> format symbol into the Text field.
5. Click OK (Enter).
NOTE: Some reporters prefer to use ^ CHECK or some other visible
notation. There are three advantages to using the invisible <Oops>
notation:

If you are sending realtime output, <Oops> does not appear in the
text viewed by the receiver.

You can quickly navigate to occurrences of <Oops> via the Hotspots
dialog pane or via Scan Forward or Backward.

An option can be set in the Hotspots pane to automatically begin
playing audio when navigating to the <Oops> format symbol from the
Hotspots pane.
 During Edit: Scopists or reporters can insert an <Oops> format symbol
anywhere they know they will need to quickly navigate back to an item.
To insert <Oops> in Edit:
1. Press Shift+F4 or F4, F4 to open the Format symbol list.
2. Press o or scroll down to <> Oops.
3. Double click <> Oops (Enter) to insert the <Oops> format symbol
into the transcript.
Mistran Minder
Mistran Minder enables you to quickly find, and fix, as needed, occurrences of your
personal mistranslates. You will create and build a MistranMinderList file that will
contain a list of the mistranslated words and/or phrases that occur in your jobs.
The MistranMinderList applies to every job.
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
Create a MistranMinderList file:
There are two ways that you can create a MistranMinderList file. Use one of the
following methods:


While editing, select (mark) the word or phrase, right click and then click
Send to Mistran Minder List.

Click File, Open, List/Table, Mistran Minder (Alt+f, o, i, a). The first
time you open the file, it opens a blank text file in Notepad. Enter each
mistranslate (word or phrase) on a blank line.
Add to the MistranMinderList file as you edit via any of these methods:

Right click a selected (marked) word or phrase and then click Send to
Mistran Minder List.

You can assign the Send to Mistran Minder List function to a key in your
keyboard map, and press that key.

Type a word or phrase, or paste a copied word or phrase directly into the
MistranMinderList file in Notepad.
TIP: If the mistranslate is a word or phrase that frequently translates in
place of another word or phrase, it may be wiser to define that steno as a
conflict, vs. identifying it as a mistranslate for Mistran Minder. Conflicts can
be quickly selected in Edit and if the conflict databases are transferred to the
user where translation takes place, then over time, EZ Choice and/or
SecondChoice features can learn to select the correct word during
translation, cutting down edit time and effort.

Run Mistran Minder in Edit:
 Click Tools, Mistran Minder (Alt+t, i). The Search Results dialog pane
displays a list of all mistranslates from the MistranMinderList file. The
underlined mistranslate is displayed with any other text on the same line
along with the location (page, line and section number).
TIP: There are different preferences as to when to generate the Search
Results for Mistran Minder. Some prefer to run it after the job has been
edited and/or proofed, to double check and make sure that no
mistranslates were overlooked. Others run Mistran Minder prior to
beginning to edit, and reference it as they are editing other items.
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 To navigate to a mistranslate in the list, double click the entry in the pane.
NOTE: If you make corrections and want to remove “fixed” entries
from the Search Results dialog pane, just run Mistran Minder again;
the results will be updated.
Undo Global
If you incorrectly global-define text and/or steno whether via a D-define, Jdefine, K-define, E-define or Other-Define, you can undo the global. Undoing a
global reverses the globaled item to the original state (steno and/or text),
removes the global from the Global Table and removes the entry from the
destination dictionary.
IMPORTANT NOTE: Undo Global is different from deleting a global in the
global table. They are two different functions with two different results.
Deleting a global from the global table prevents it from applying to NEW
material, but does not affect the current transcript text or dictionary entry.

Undo Last Global (in the current edit session):
Press Ctrl+Shift+u (in the Default or CAT4 kbd keyboard maps).

Undo any global, regardless of when it was globaled:
1. Right click the global you want to undo.
2. Select Undo Global from the menu.
NOTE: The global subfile must be present to undo a global. If a
globaled word has been modified since being globaled, it will not be
affected by Undo Global or Undo Last Global.

Undo only one occurrence of a global
Use Undo Global Once when a global you have made is correct with the
exception of a single occurrence. For example, suppose you have E-defined "fill
up" as "Phillip" but you find one occurrence where the text should be "fill up."
It will be fastest and more efficient to undo the one occurrence of that global
(vs. deleting and re-typing the text, or using Replace).
1. Right click the global you want to undo for one occurrence only.
2. Select Undo Global Once.
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NOTE: When you undo a global once, the entry remains in the global
table, and in the destination dictionary.
EZ Sync at Cursor
When audio is recorded on an external device (e.g. digital recorder) and then
associated with a translated, time-stamped transcript after translation instead
of recording audio on the same device used to write steno during realtime and
synchronizing during translation, synchronization tends to be “off” and requires
occasional adjustment.
The EZ Sync at Cursor feature can make it easier to adjust synchronization that
is “off.” This is much faster than using EZ Sync and having to determine and
set a specific time increment for synchronization adjustment.
TIP: EZ Sync at Cursor can be invoked much faster and with more accurate
synchronization results if the EZ Sync at Cursor command is assigned to a
key in your keyboard map. (See page 3 of this workbook for instructions to
assign EZ Sync at Cursor to a key in your keyboard map.)

How to use EZ Sync at Cursor:
1. Play audio.
2. While audio is playing, position the cursor anywhere in the file.
3. When you hear the correct audio for the current cursor position, press a
key assigned to EZ Sync at Cursor, or click Tools, Audio, EZ Sync At
Cursor (Alt+t, a, s).
EZ Text Shortcuts
You can create up to 20 entries in the EZ Text table. Each text line can contain
up to approximately 900 characters including conflicts, scan stops, format
symbols, fields and auto-includes. These entries can be inserted into the
transcript while editing.
To insert EZ Text entries into the transcript, press F4 and the number of the
entry in the EZ Text table.
TIP: You can also assign individual EZ Text entries to keys in your
keyboard map if you would prefer to press a different key combination.
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
To access the EZ Text table:
 From Manage Jobs, do one of the following:

Double click the System Files case and then double click
EZ Text Table.

Click File, Open, List/Table, EZ Text Table (Alt+f, o, i, e).
 From Edit, do one of the following:


Click Tools, Keyboard Customization, EZ Text Table (Alt+t, y, e).

Click View, Panes, EZ Text (Alt+v, e, e).
To modify an EZ Text table entry:
1. Select (single click) an available line.
2. Click the
Modify icon on the toolbar, or press Ctrl+m.
3. Do any of the following:
 Type text.
TIP: If you want a portion of the text to be a conflict, type a caret
(^) followed by a space and the word or phrase that should be the
conflict; repeat as needed. At the end of the conflict, if there will be
additional text, press F4 and then \ to insert the <Conflict End>
format symbol. If there is no additional text at the end of the
conflict, just click OK (Enter).
 Create a shortcut that will include a file:
a. Click Insert Auto Include.
b. Click Browse.
c. Navigate to the location of the include file and double click the
name of the file to be included.
d. Click OK (Enter).
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 Insert a field. Click Insert Field, then double click the desired field
from the list.
TIP: Time and date fields will not be filled in until inserted into the
transcript.
 Insert a format symbol. Press F4 plus the shortcut key or click the
FS>> button and then double click the desired format symbol from
format symbol list.

Examples of How Reporters and Scopists Use EZ Text:
 To insert dropped or mis-written text and formatting such as:

Examinations

[sic]

(Indicating)
 To include dropped or mis-written standard pages or parentheticals.
 To insert current time or date references without having to check for
and type the correct text, or navigate to and select a field from the list
of fields.
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