The Lexis® service

The research tasks
you do most:Here’s how at Lexis®
Easy step-by-step guidance for common tasks
Many of your favorite research tasks—those tasks you rely on to get tothe information you need—can be completed on the Lexis® service in acouple of steps. Try them out.

SearchBrowse by hierarchy

Start searching with the source combination
you want

Browse or search a table of contents (TOC)

Search a specific source
Combine sources/search favorite sources

Browse statutes
Research legal topics

Search with “terms and connectors”

Research a specific legal topic(Browse Topics)

Search within specific document parts

Find more relevant headnotes

Search specific jurisdictions, content types,
practice areas, etc.

Use LexisNexis® headnotes to finddocuments

Find the most important cases in results

Focus Shepard’s reports to specificheadnotes

Build your search with a simple screen form
Assess case relevance—in color!
Ask Lexis Answers™ a question
Find in one step
Retrieve full-text documents by citation
Request a Shepard’s® report
Retrieve a full-text case by nameFind litigation documents related toyour case

Using/delivering results
Refine your search results
Search within results/move to specific terms
Copy cites and text for your work
Annotate results documents
Print, email, download and save to folders

SearchStart searching with the source combination
you want

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Search a specific source
If you know the source: Enter a partial title in the
Search Box, which makes source suggestions. Selectthe magnifying glass icon next to the title to add that
title to the Search Box. Select the title name andmove to the Advanced Search form for that content
or to the Table of Contents.
You can also browse and search sources:
1. Select the Sources tab in Explore Content. Enter apartial title in the Search for a Source search box.

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2. Or select View All Sources. The screen
below displays.

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Explore Content on the Lexis home page lets you
quickly assemble and search just the sources you
want. Explore source hierarchies by Content Type;
Federal, State or International jurisdictions; orPractice Area or Industry.
1 Choose a tab, e.g., State. (Content Type is thedefault view.) Select a Source Type.
2 Click through the source hierarchy screens.
3 Select a source and move to the Advanced
Search form for that content type. Or search all
sources on the screen displayed (default option).
To choose multiple sources, click the Selectsources to search radio button, then selectsource checkboxes. To make your combination a
Favorite, click the star next to Clear. (Not shown.)
4 The Search Box shows your choices when you
select multiple sources. When you’re ready, enter
your search words and search.

3. Browse titles alphabetically, by content types,
jurisdictions, etc.
4. Select a title link and move to the Advanced
Search form for that content type.
To select all sources on the Sources screen, click
the Add All These as Search Filters button(not shown).

Combine Sources/search favorite sources
To combine sources:
1. Enter a partial source name in the Search Box.
The word wheel will make suggestions. Select themagnifying glass icon next to the title to add that
title to the Search Box.
2. Repeat to add more sources to your search.
View and create Favorites:
To create a Favorite: Select the star next to the title
combination. The item will then remain in Favorites
on the Lexis home page.
To view Favorites: Select the Favorites pull-downmenu on the Lexis home page. You can also create
Favorites in the Explore Content feature. (See left,
item 3.)

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2Search with terms and connectors

Just enter your words and connectors in the SearchBox, e.g., same sex! W/10 marriage, and select the redmagnifying glass Search button (not shown). Lexis
automatically interprets search commands such as! to truncate words and W/n, OR, AND, &, etc. For
help selecting connectors, click Advanced Search
below the Search Box.
Please note: Lexis ignores certain “noise words,” e.g.,of, the, an, etc., in your query but counts these noisewords when determining the proximity of terms in adocument. So broaden your proximity connectors.

Search within specific document parts
You can use Advanced Search forms to searchdocument segments, i.e., specific document parts.
Segment fields are provided automatically.
Common case-law segment searches• NAME(roe AND wade)• JUDGES(merz) OR JUDGES(michael W/2 merz)• WRITTENBY(merz)• ATTORNEY(paul W/2 stewart)

Lexis Practice Centers offer more than 70 practiceareas, industries and jurisdictions with links to
the most-used practice content from across the
LexisNexis services. Most state pages are PracticeCenters. Also check for Practice Centers in the
Practice Area tab on Explore Content.

Find the most important cases in results
Ravel™ View helps you pinpoint the cases your caseresults cite most often. Find key cases andcases you may have overlooked. To display
the Ravel View map, select the Ravel View
display icon.

Common news segment searches• HEADLINE(oil AND domestic)• HLEAD(george W/2 soros) finds terms in theheadline and/or lead paragraph• PUBLICATION(wall street journal)• SECTION(financ!) & bitcoin

Search specific jurisdictions, content types,
practice areas, etc.
Use Explore Content on the Lexis home page tochoose sources or refine your search by Content
Type; Federal, State or International jurisdiction; orPractice Area or Industry. For example, if you needto search for case law in Arizona, go to the State tab
and select Arizona.

Ravel View displays your top 75 case results. Eachcircle represents a case. The larger the circle, themore the case has been cited. Click a circle toview that case’s connections to other cases in yourresults. (See screen above.) Connecting lines show
you the Shepard’s treatments, e.g., red for warning.
Then select a citing case to view the reason for thetreatment. (Not shown.) To clear your selection, click
anywhere on the map outside of the case circles.

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3Build your search with a simple screen form

Ask Lexis Answers™ a question

Use Advanced Search forms to build your search.
Select a source title link from the Search Box
suggestions and move to the Advanced Search form
for that content type automatically. You can also
select a form by choosing the Advanced Searchlink below the Search Box. Each form automaticallydisplays segment options, i.e., the parts of the
document, for that content type.

The powerful machine-learning technology behind
Lexis Answers understands your questions andprovides 1) a concise, authoritative overview(“answer card”) and 2) search results from across yourLexis subscription.

Assess case relevance—in color!
Search Term Maps at Lexis automatically color code
your search words and phrases. Every Lexis case you
retrieve is then mapped with Search Term Location
Bars so you can spot term patterns and the densest
concentrations of search hits faster.
In search results, preview top passages in the
document opinion, headnotes and more.
(See graphic below.)Enter your query in the Lexis search box:
To find judge information, Enter: judge <addjudge name>To find expert information, Enter: expert <addexpert name>
You can also get Lexis Answer results for legal issues:
definitions; elements of; standards of review;
burdens of proof; legal doctrines; and statutes oflimitations. Just start entering your legal issue in the
Lexis search box and select the appropriate question.
For example, enter: breach of contract and select oneof the suggested questions.

In full-text cases, see a complete map of searchterms found.

Click a color marker or cluster of markers on the
Search Term Location Bar to move to those searchterms in the full text.

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Find in one step
Retrieve full-text documents by citation

Request a Shepard’s ReportEnter the citation(s) in the Search Box and click
Search. For example, Enter:Enter shep: then the citation in the Search Box, e.g.,Enter: shep:800 f2d 111 then Search.

• 29 cal 4th 262• 289 f3d 865• 2004 WL 6075307• 107 pl 204• 116 stat 745• 2002 enacted hr 3763
• orc ann 2901.05• 15 uscs @1117, 15 uscs @1127• 75 fr 66832• 29 cfr 1630.2• 521 us 591
Enter an internal cite (e.g., pinpoint cite) for a case or
statute and retrieve the full-text document—open to
the requested page or section—as well as documentsthat reference the full-text case or statute citation.
For example, Enter: 42 uscs@4577(c).
Not sure of the citation format? Click the Get a Doc
Assistance link below the Search Box.

To Shepardize® thefull-text case you
are viewing, click
the Shepardize® thisdocument link in the
Shepard’s Preview box
on right side of thescreen.
Find the citing textthat had the strongest
influence on the overall
Shepard’s Signal™
indicator. Just click
View the top citingreference.

Retrieve a full-text case by name
The Lexis Search Box suggests the names andcitations of cases and many U.S. Public Laws andpopular state laws. If you begin to enter party
names or a statute name, the search box will makesuggestions automatically, e.g., Enter: roe v wade.
You can also find cases by searching with the NAME
segment. Enter: NAME (roe and wade).

Find litigation documents related to your case

• By Citation: This tab offers nearly 40 content
forms, including secondary sources, verdicts,
briefs and more. Select a Content Type and/or
Jurisdiction. Select a citation format link.
• Cases by Party Name: For cases only. At this tab,enter one or more party names and jurisdiction.
Even select date ranges.
• Case by Docket Number: For cases only. At
this tab, enter a docket number (formatting
assistance is available) and a jurisdiction. Dateoptions are also available.

As you view your full-text U.S. or state case, related
Briefs, Pleadings, Motions and Dockets will display
via link in the About
This Document box.
Select a content link,e.g., click Briefs (4), tomove to a results listof four briefs. Review
the documents, look
for specific words orfilter by attorney, lawfirm and more.

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5Browse by hierarchy
Browse or search a table of contents (TOC)
TOCs are available for U.S. and state statutes,
constitutions, court rules and administrative codes,
plus municipal codes and many treatises, guides andform books.

If you search the TOC only, your results will be asubset of the TOC.
If you search source documents, your results screen
will look like other Lexis search results, e.g., you canapply post-search filters (see page 8), re-sort results
documents and more.
To search or deliver specific portions of the TOC,
e.g., all the documents in a chapter or part, select thecheck box in front of that part or chapter. The Search
Selected button under the search box is chosen
automatically (not shown in the graphic, left), and thedelivery tray shows how many individual documents
you will search or deliver.
To deliver those documents, select a delivery icon.
To search the selected documents, Enter your searchand click the red magnifying glass button.
Open relevant documents or browse surrounding
levels. Your search terms are highlighted in yellow. To
return to the TOC, select Edit Search.

Gain access to a TOC several ways:
1. Enter the TOC source name in the Search Box andselect the source title’s link.
2. Identify your TOC source in Explore Content andclick the source name link.
3. Click the source’s View Table of Contents link inyour search results.
4. Click the source’s View Table of Contents link fromyour Favorites.

Browse statutes
Move to preceding or succeeding sections. Click thePrevious or Next (not shown) arrows at the top or
bottom of the screens. To move to a TOC level, you
can select a level from the hierarchical links at the
top of the document. Or click the Table of Contents
tab on the left side of the document.

To browse a TOC: Open and close hierarchy levels.
Select + to open, - to close.
Select a blue document link, e.g., 1.100 Content of
this title, to open a full-text section. To return to the
TOC, select the Table of Contents tab on the left
side of the full-text document.
To search a TOC: You can search the TOC only or
Search All Documents in this source. Make yourselection with the radio buttons beneath the Search
Box. (The default is to search all source documents.)
Enter your search terms in the Search Box at the topof the open TOC, e.g., Enter: “executive order” andclick Search.

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6Research legal topics
Research a specific legal topic

Use LexisNexis® headnotes to find documents

You can search for your topic or browse a
topic hierarchy.

Find the LexisNexis headnote you want to explore ina full-text case.

1. Select a topic link in the headnote, e.g.,
Police Powers.
2. Click Get documents. Your results documents are
sorted by relevance with the Case content
tab displaying.
3. Refine. Add filters, e.g., select a court. Or Searchwithin results, i.e., add search words to describe
your issue or fact pattern.

Get case results on your topic, statutes—and resultsfrom across your Lexis subscription. Click a reporticon and view. To search for your topic: Enter
your search words in the box, e.g., Enter: businessinterruption, and click Search.
To browse for your topic:

Topic Summary reports, discussed at left, also
point you to relevant authority in addition to topic
definitions and secondary sources. Click the View
topic summary report link.
To get new documents on your topic—automaticallydeliveredvia email—click the Create an alert link.
You can get new cases, codes, regulations andadministrative materials, briefs and pleadings—newjury verdicts, settlements and news, etc.

1. Select an area of law, e.g., Copyright Law.
2. Select + to open subtopics. Click – to close.

Focus Shepard’s reports to specific headnotes

3. Select a topic link. Get case results on your topic,
statutes—and results from across your Lexis
subscription. Click a report icon and view topic
summary reports, compiled by LexisNexis legal
editors, pointing you to seminal cases and othervital authority, key definitions and more.

If you are reviewing a Shepard’s report, use aheadnote filter, e.g., HN6, from the left-handnavigation pane. If you are viewing the headnotesof a full-text case, just Shepardize – Narrow by
this Headnote in the case’s headnotes. Even see
how many citing references are available for that
headnote. Select a specific Shepard’s Signal indicatorto view your Shepard’s report focused to that specificheadnote and that specific editorial treatment.

Find more relevant headnotes
If you find a relevant headnote in a full-text case,use the More like this Headnote feature to retrieve
similar LexisNexis headnotes. As you view therelevant headnote in the full-text case, click theMore like this Headnote link. (See graphic right.) Your
results list of cases, ordered by headnote relevance,
highlights compatible headnote text for quick review.

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Using/delivering results
Refine your search results
Refine by content category
Review just cases or codes, etc. Change
content tops at the top of your screen.
Check results numbers
See how many results for most content
types. Determine what to view first and/or
how to refine.

All court and jurisdiction filters are in alphanumericorder. Use + to add and - to close levels.
To add multiple filters at once, e.g., several
jurisdictions, use the checkboxes next to filters to
select them. The blue Filter box keeps count even
if you close a filter category. To remove a filter,
click the X on that filter, displayed at the top ofyour screen.

Refine by adding search words in the Search Within
Results box in the pane. Enter your search terms,
e.g., Enter: social host.
To remove the additional search words, click the X
next to the displayed words.

Search within results/move to specific terms

Refine by adding filters
You can filter only one content category at a time.
Select a filter to apply it to your results,

Search within full-text results documents. Enter
terms, phrases and commands in an expandable, indocument search box. Then navigate easily to any
or all of your term and phrase hits. While viewing afull-text document within your results, click Search
Document to display the in-document search box.
Enter your search terms and go.

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Copy cites and text for your work

Print, email, download and save to folders

Copy citations, including parallel cites for cases
and links to the full-text document. Just select the
Copy Citation link at the top of the full-text case,statutory and administrative code/regulation orsecondary source.
Copy text and citation: Highlight the text you need.
An option box displays. Click Copy (Advanced).
For case citationand copy attribution,
select a frequently
used citation style(format) once, andit remains for yournext clip. Or you canchange and selectfrom a variety ofstyle formats.
You can also choose
to include parallel cites and a link to the document.

Annotate results documents
Highlight and annotate text in all document types,
even news.
Select text in your document and click Annotatefrom the options box that displays. Add your notes in
the annotation box, choose a highlighting color andclick the blue Annotate button.

Deliver a single document as you view the full text.
Deliver one or more documents from the results
list—even across content categories. Select thecheckbox next to each document you need. The
blue text keeps count. You can deliver 100 full-text
documents or up to 250 entries from the first 1,000
entries on the results list.
Select from the Delivery icons on your full-text
document or your results screen:
Save to a folder: Options help you select a folder,save the document(s), searches (with filters) or resultslist(s), and add notes to preface the document(s).
Print: Select the Print icon to choose options, e.g.,
to format (fonts, search terms in bold, etc.), show
headnotes in cases, etc.
Email: Options let you format (.PDF, .Docx) and add
recipient addresses, subject and message. Also send
to LexisNexis® CaseMap® case analysis software orcompress (.zip) files.
Download or send to Dropbox®: Download or send
to Dropbox as .Docx, .WP or .PDF. You can download
to multiple Dropbox accounts. Deliver the results list.
Even send as multiple, zipped files. If downloading,
you can also send to CaseMap®.
Please note: If you do not see the Dropbox icon inyour delivery options (shown above), check withyour Lexis account administrator or your LexisNexis
representative.

Your annotations are available in the Notes tab in theright margin of your document. You can return to edit
or delete annotations. You must save the document
to a work folder to save the annotations.
Highlighting and annotations are included when
you deliver, e.g., print, the documents. Links toannotations are included at the bottom of documents
delivered via PDF.

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