The New Lexis Advance: How-To Use Pre-Search Filter Granularity in Lexis Advance

Posted on 09-05-2014 by
Tags: How-Tos & Guidance , legal research , Lexis Advance , Lexis Advance® , Lexis Advance search , Support , Lexis Advance Enhancements

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Working with Pre-Search Filters on Lexis Advance allows you to narrow your results from the beginning.

  1. Included within the Filter options are tabs for Jurisdiction, Category or Content Type, Practice Area & Topics, Recent & Favorites and finally, the Advanced Search tab.

  2. Jurisdictions Tab: The Jurisdiction filter is separated into options for US Federal Jurisdictions and State Jurisdictions.

     The Federal Jurisdiction options are divided into 2 sections, Court and Circuit. To select a Jurisdiction, you can click on the checkbox to add that filter to your search.

    Helpful Tip: As you begin adding filters to your search, they will be displayed across the top of the pane next to Narrow by (highlighted below in yellow). The total number of filters being applied will appear within the Filters button (highlighted below in green).

  3. Category Tab: Under the Category Tab, this is where you can also tell the system what you would like your default content type to be. If the majority of your research is done in caselaw, then you would want the green Start in flag to be placed next to cases (highlighted below in green).

  4. Practice Area & Topic Tag: Every document on Lexis Advance is tagged as covering one or more Practice Areas & Topics.

    Helpful Tip: By selecting an option or multiple options from this filter you are telling the system that you only want your results to include documents that have been tagged with the practice areas or topics you have selected.

  5. Recent & Favorites: Similar to your History, Lexis Advance keeps track of the filters you have recently used and provides access to them from a tab within your Filters. You also have the ability to save filters and sources as a Favorite by filling in the star symbol.

    Helpful Tip: Keep an eye out for the star symbol as it appears in several areas on Lexis Advance allowing you to save favorites at multiple points during the research process.

Advanced Search Tab: The fifth and final tab contains search tools that can be used to help you build a search on Lexis Advance. If you are not sure how or what connectors to use when creating a search, you can use the Advanced Search options to help you construct the search.

Navigating The Results

1.    After your search results populate, the Pre-Search Filters that have been applied will appear above the Post-Search Filters on the left side of the screen view. You have the option of clearing them individually or clearing all of them at one time by clicking on Clear.

Helpful Tip: You can also save the combination of filters used as a favorite from this view by filling in the Star icon.

When you have a more narrow starting point in mind for your research task, take advantage of the Pre-Search Filters on Lexis Advance. There is no limit to the number of filters that can be used or combined across filter types and for those that you are going to use on a regular basis, create a favorite so it can be accessed quickly and easily.

Find out what else you can do on the new Lexis Advance by accessing more how-to posts on LexTalk

Explore the new Lexis Advance® for yourself—take the interactive tour. You’re going to LOVE what we’ve done with it.

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