Lexis®

The Research Tasks You Do
Most: Here’s How at Lexis®

SEARCHStart searching with the source combination
you want
The Explore Content pod on the Lexis® home page lets
you quickly assemble and search just the sources youwant. Explore source hierarchies by Content Type;
Federal, State or International jurisdictions; or PracticeArea or Industry.

• You can also browse and search sources:
1. Select the Find a Source tab in Explore Content. Enter asource title or partial title.
2. Or select View All Sources. Your screen will look
like this:1
3. Browse titles alphabetically, by content types,
jurisdictions, etc.
4. When you select a title link, you go to the Advanced
Search form. You can click Add source as a searchfilter to add the source to your search. To get source
details, such as update schedule, select the "i" icon. To
select all sources on the Browse Sources screen, click
the Add All These as Search Filters button (not shown).

321

Choose a tab, e.g., Federal (Content Type is thedefault view).

2

Click through the source hierarchy screens.

3

Select a source and move to the Advanced Searchform for that content type. Or search all sources on thescreen displayed (default option). To choose multiple
sources, click the Select sources to search radio
button, then select source checkboxes.

Search a specific source• If you know the source: Enter a partial title in theSearch Box, which makes source suggestions. Select themagnifying glass icon next to the title to add that title
to the Search Box. Select the title name and move tothe Advanced Search form for that content type or theTable of Contents (if applicable).
• Plus, you can find a source through the Explore Content
feature (see items 1 – 3 above).

Combine sources
To combine sources, enter a partial source name in theSearch Box. The word wheel will make suggestions. Select themagnifying glass icon next to the title to add that title to theSearch Box. Repeat to add more sources.

Search with “terms and connectors”
Just enter your terms andconnectors in the Search Box,e.g., same sex! W/10 marriage,
and select the red magnifying
glass search button (not shown). Lexis automaticallyinterprets search commands such as ! to truncate words andW/n, OR, AND, &, etc. For help selecting connectors, click
Advanced Search below the search box.
Note: Lexis ignores certain “noise words,” e.g., of, the, an, etc.,
in your query, but counts these noise words when
determining the proximity of terms in a document. Broaden
your search using the W/n proximity connector. For example,
consider searching W/10 instead of W/5. For W/p and W/s,
consider W/75 or W/25, respectively.

Search within specific document parts
You can use Advanced Search forms to search document
segments, i.e., specific document parts. No need to remember
segment names. 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)
Common news segment searches:• HEADLINE(oil AND domestic)• HLEAD(george W/2 soros) finds terms in the headline
and/or lead paragraph• PUBLICATION(wall street journal)• PUBLICATION—TYPE(magazine) AND ukraine AND putin• SECTION(financ!) & bitcoin

FIND IN ONE STEP
Retrieve full-text documents by citation
Enter the citation(s) in the Search Box and click Search.
For example, ENTER:• 29 cal 4th 262• orc ann 2901.05• 289 f3d 865• 15 uscs @1117, 15 uscs
• 2004 WL 6075307@1127• 107 pl 204• 75 fr 66832• 116 stat 745• 29 cfr 1630.2• 2002 enacted hr 3763
• 521 us 591
Enter an internal cite (e.g., pinpoint cite) for a case or statuteand retrieve the full-text document. Open to the requested
page or section—as well as documents that reference thefull-text case or statute citation. For example, ENTER: 42 uscs
@4577(c).

Find the citing text that had the strongest influence on theoverall Shepard’s Signal™ indicator. Just click View thetop citing reference.

Retrieve a full-text case by name
The Lexis Search Box suggests the names and citations ofcases and many U.S. Public Laws and popular state laws.
If you begin to enter party names or a statute name, theSearch Box will make suggestions automatically, e.g.,
ENTER: roe v wade. You can also find cases by searchingwith the NAME segment, e.g., ENTER: NAME (roe and wade)

Find litigation documents related to your caseAs you view your full-text case,any related briefs, pleadings
or motions will display in thenearby box labeled About This
Document. Select a content link,e.g., click Briefs (4), to move to a
results list of four briefs. Review
the documents, look for specificwords or filter by attorney, lawfirm and more.

BROWSE BY HIERARCHY
Browse or search a table of contents (TOC)
You’re able to view TOCs for a range of documents,
including U.S and state statutes, constitutions, court rules
and administrative codes, plus municipal codes and manytreatises, guides and form books.

Not sure of the citation format? Click the Get a Doc
Assistance link below the Search Box. The Get a Doc
Assistance feature offers fill-in-the-blank forms to help you
retrieve the document you want by Citation, Cases by Party
Name or Cases by Docket Number.

Request a Shepard’s® reportEnter shep: then the citation in theSearch Box, e.g., ENTER: shep:800
f2d 111, then Search.
Shepardize® the full-text case you
are viewing. Click the Shepardize®
this document link in the Shepard’s
preview box on the right side ofthe screen. The Shepard’s preview
shows you the report highlights
before you Shepardize.

Gain access to a TOC several ways:
1. Enter the TOC source name in the Search Box
and select the link to the source title.
2. Identify your TOC source in the Find a Source tab of
Explore Content and click the source name link.
3. Click the View Table of Contents link in yoursearch results.
2To browse a TOC:
Open and close hierarchy levels. Select + to open and- to close. Select a blue document link, e.g., 1.100 Contentof this title, to open a full-text section. To return to the TOC,
select the Table of Contents tab on the left side of thefull-text document.
To search a TOC:
You can search the TOC only or Search All Documents inthis source. Make your selection 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 top of theopen TOC, e.g., ENTER: “executive order” and click Search.

RESEARCH LEGAL TOPICS
Find more relevant headnotes
If you find a relevant headnote in a full-text case, use theMore like this Headnote feature to retrieve more similar
LexisNexis® headnotes.
As you view the relevant headnote in the full-text case,click the More like this Headnote link. Your results list ofcases, ordered by headnote relevance, highlights compatible
headnote text for quick review.

Use LexisNexis headnotes to find documents
Find the LexisNexis headnote you want to explore in afull-text case.

If you search the TOC only, your results will be a subset of
the TOC.
If you search source documents, your results screen will look
like other Lexis search results, e.g., you can apply post-searchfilters, re-sort results documents and more.
To search specific portions of the TOC, e.g., severalchapters, select the checkboxes next to the sections youwish to search.

1.
2.

You can also select sections then print, deliver or share.
After you make your selections, click the red magnifying
glass button.
Open relevant documents or browse surrounding levels.
Your search terms are highlighted in yellow. To return tothe TOC, select Edit Search.

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

3.

Select a topic link in the headnote, e.g., Police Powers.
Click Get documents. Your results documents are sortedby relevance with the Case content tab displaying.
Refine. Add filters, e.g., select a court. Or Search within
results, i.e., add search words to describe your issue orfact pattern.

Topic Summary reports also point you to relevant authority
in addition to topic definitions and secondary sources. Clickthe View topic summary report link.

Focus Shepard’s reports to specific headnotes
If you are reviewing a Shepard’s report, use the results filter
options for headnotes in the left-hand navigation pane of thereport. Just select your headnote filter, e.g., HN10, to apply it.
If you are viewing the headnotes of a full-text case, just click
Shepardize – Narrow by this Headnote in the headnote area
to apply the filter. This link even includes how many citingreferences are available for that headnote, e.g., Shepardize –Narrow by this Headnote (64).

3USING/DELIVERING RESULTS
Refine your search results• Refine by content category:
Review just cases or forms, etc.
Click the down arrow in SelectCategory and select a content link at
the top of your left navigation pane.
• Check results numbers:
See the number of results, broken
out by content type. Determine
what to view first and/or howto refine.
• Refine by adding search words:
Click the Search Within Results
filter category in the left pane. Enter
your search terms, e.g., ENTER:
social host. To remove the additional
search words, click the X next to thedisplayed search words.
• Refine by adding filters:
You can only filter one content type, e.g., cases, at atime. Click a filter category, e.g., Courts, and use thecheckboxes to make your choices. The filter category
closes automatically when you move to another category.
The number of filters you chose in that category displays
in a blue circle in the closed filter category. The numberof all filters you’ve selected displays in the blue Filters
pull-down menu.

Copy text and citation: Highlight the text you want to copy
and an option box appears. Then, click Copy (Advanced) tocopy the text and citation. You’ll have the option to selectfrom a variety of style formats. To save time, when you selecta frequently used format once, it will be remembered for yournext clip. You can also choose to include parallel cites and a linkto the document.

Annotate results documents
Highlight and annotate text in all document types.
Select text in your document and click Annotate from theoptions box that displays. Add your notes in the annotation box,
choose a highlighting color and click the blue Annotate button.
Your annotations are available in the Notes tab in theright margin of your document. You can return to edit ordelete annotations. The highlighting and annotations areincluded when you deliver, e.g., print the documents. Links toannotations are included at the bottom of documents delivered
via PDF.

Print, email, download and save to folders
Deliver a single document as you view the full text. Deliver
one or more documents from the results list—even acrosscontent categories. Select the checkbox next to eachdocument you need. Selection totals show at the top ofthe screen. You can also deliver a results list of up to250 documents.

To add multiple filters in a category at once, e.g., several
jurisdictions, choose More to make your choices and click
OK. All added filters display at the top of the results screen.
Bring up to three jurisdictions and three courts to the topof your filters list. Click Edit Settings (not shown) under
Narrow By.

Select from the Delivery icons on your full-text document
or your results screen.

To refine by date: the Timeline filter charts resultscoverage so you see trends at a glance. Just move the slider;the date in the box below the chart adjusts as you move.
Or click on the calendar icons to select specific dates.

Print: Select the Options wheel to choose options, e.g., toformat (fonts, search terms in bold, etc.), show headnotes incases, etc.

Click the X next to an applied filter to remove it.

Email: Options let you format (.PDF, .Docx, .WP) and add
recipient addresses, subject and message.

Copy cites and text for your work
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 andadministrative code/regulation or secondary source.

LexisNexis, Lexis, Shepard’s, Shepardize and the Knowledge Burst logo are registered trademarks andShepard’s Signal is a trademark of RELX Inc. Other products or services may be trademarks or registeredtrademarks of their respective companies. © 2019 LexisNexis. LP22453-2 0620

Download: Click the Options wheel to choose options,e.g., download as .Docx, .WP or .PDF. Deliver the results list.
Even send as multiple, zipped files.
Once your search is complete, be sure to sign off.