Lexis Advance Tuesday Tip: Research Map – What is it and why do I need it?

Posted on 09-30-2014 by
Tags: Lexis Advance history , How-Tos & Guidance , Support , Lexis Advance Enhancements , research

The Lexis Advance® History feature makes it easy for you to resume interrupted research, rerun a search from a previous session and more. Lexis Advance also offers an interactive graphical representation of your research activity, called Research Map. You can use the Research Map to:

  • Review or evaluate research.
  • Resume research from a point on the map.
  • Search more deeply using its built-in tools.

The Research Map displays research paths that show details of your research activities, giving you a more complete representation than a simple list provides. You can view details of the steps represented in the paths, as well as compare results and find similar documents from different search activities.

  1. To access the Research Map, you can do so from the ‘History’ component on your home screen, or within the History menu located at the top of your screen.

  2. The Research Map appears on the right side of the screen, and the left pane has options for narrowing or expanding the activities that appear on the map.

  3. The "Search Within History" box lets you limit the map to only items with the words you enter, such as a portion of a search or document title.

  4. The "View by" menu lets you display items in order based on the most recent time you modified them or their date of origin.

  5. Use the "Client" menu to include research activity for 1 or more clients. Click "n selected" to display a list of clients. Select boxes for clients whose research you want to include in the Research Map, or clear those you do not want. Then select the OK button to display their research activities.

  6. For Choosing Dates, by default, the research map displays research activity from the past 7 days. Click the “Date” link to display a calendar that lets you change to a different day or range of days.

    Dates on the calendar are color-coded to indicate the level of research activity each day (highlighted above in green). To select a single day, simply select that date.

    Helpful Hint: You can also select a range of up to 30 consecutive days. Just select the first date, then hold down the Shift key on your keyboard while you select the last date. Click the OK button to display research activity from the selected dates and clients.

  7. To choose appropriate searches, use the ‘Show Trails’ boxes in the left pane to select or clear searches that appear in your Research Map. For example, you can clear the All Trails box, or select 1 or more searches.

  8. The Research Map shows each step of your research, including:
    • Number of results in each content type.
    • Filters you applied or removed, along with their numbers of results.
    • Documents you viewed, delivered, Shepardized™ or saved to a work folder.
    • It also provides tools that let you compare search results and find documents that are similar to ones you select.

9. Understanding Trails and Icons.

    • The "Search" icon (highlighted in green) indicates you ran a search and shows the search terms.
    • This "Content-type" icon (highlighted in yellow) indicates the types of content you viewed and how many documents each had.
    • The "Narrowed-by" icon (highlighted in blue) shows filters you added or removed, along with the resulting number of documents.
    • The "Download" icon (highlighted in pink) shows that you downloaded documents and shows the number of documents. Click the number to display a list of the documents (highlighted in purple).

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