casemap filter and search- litigation webinar...filter and search- litigation webinar elaine igama |...
TRANSCRIPT
![Page 1: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/1.jpg)
CaseMap Filter and Search- Litigation Webinar
Elaine Igama | March 23, 2016
![Page 2: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/2.jpg)
Welcome
• Why Filter? • Methods of Filtering • Why Search? • Different levels of Searching • Training/Resources • Q & A
Agenda
![Page 3: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/3.jpg)
Why Filter?
Benefits of Filtering
Cull data to generate reports Save filters to rerun at a later time when new
information is added to the case Isolate a subset of records based on fields such as
status, evaluation, linked issues Narrow a set of records for light document production
![Page 4: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/4.jpg)
Filtering Methods
Instant Filter | Use simple filters like a key word or phrase
![Page 5: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/5.jpg)
Filtering Methods
Guided Filter | Run pre-built filters from CaseMap or access your own saved filters
![Page 6: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/6.jpg)
Filtering Methods
Advanced Filter | Construct and save multi-level filters using operators to narrow
results as well as edit/save complex filter
![Page 7: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/7.jpg)
Why Search?
Benefits of Searching
Quickly search across spreadsheets, linked files, and annotation notes
Locate all instances or “hits” of search terms Isolate a subset of records based on key words or
phrases for reporting or document production Construct queries for stronger and precise search
results
![Page 8: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/8.jpg)
Basic Searching
Basic Search | Perform single word searches
![Page 9: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/9.jpg)
Advanced Full-Text Searching
Full-Text Search | Perform searches with two or more search terms or
phrases that gain stronger, precise search results
Create queries from different operators: Boolean, Context, Proximity, Wildcards
![Page 10: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/10.jpg)
Context Searching
Context Search | Search at the field level to identify relevant records
![Page 11: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/11.jpg)
Live Demonstration
![Page 12: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/12.jpg)
Training/Resources
Training | LexisNexis University https://www.lexisnexis.com/university/
Email: [email protected]
Phone: 1-800-227-9597 x1252111 CaseMap Answer Center http://help.lexisnexis.com/litigation/ac/cm/cm12/index.html?welcome.htm
Search Operator Table http://help.lexisnexis.com/litigation/ac/cm/cm12/index.html?cm_search_operators_using.htm
CaseMap Technical Support • Email: [email protected]
• Phone: 1-800-833-3346 (option 3)
• Hours: Monday-Friday, 9:00 a.m. to 9:00 p.m. Eastern Time
![Page 13: CaseMap Filter and Search- Litigation Webinar...Filter and Search- Litigation Webinar Elaine Igama | March 23, 2016 . Welcome •Why Filter? •Methods of Filtering •Why Search?](https://reader036.vdocuments.net/reader036/viewer/2022081518/60eb89a4184d956cef4237a9/html5/thumbnails/13.jpg)
Q & A