Citation Tools LexisNexis. LEXLink v. 8.4 and CheckCite v. 8.4

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1 LexisNexis Citation Tools 2003 LEXLink v. 8.4 and CheckCite v. 8.4 Now, as you draft memoranda, briefs and other vital researchbased documents with wordprocessing software*, you ve got more! More LexisNexis tools to verify your work s accuracy in its earliest stages. More tools to help pinpoint the right facts as you build your premise. (That s when you need the right answer sets most.) More tools you can customize to fit your work style, saving valuable research time. NOTE: This publication shows you how to use the LEXLink feature with word-processing documents. The LEXLink feature also allows you to add links within documents you re viewing in Microsoft Internet Explorer Version 5.0 or XP. For step-by-step directions on how to use the LEXLink feature with your Internet Explorer browser, ask your LexisNexis account executive for LEXLink publication number LO The LEXLink Feature Perfect for drafting, the LEXLink feature copies your word-processing document, counts the recognizable citations and adds hyperlinks to and LexisNexis Shepard s Citations Service. One step. Complete links. Create links to cases, federal and state statutes, federal rules and important tax material citations without altering your original Microsoft Word, WordPerfect or HTML document. What a great way to build a brief, moving seamlessly from your work to answer sets within and Shepard s Citations Service. Plus, use the LEXLink feature to: Get a case, statute or other document from Shepardize a case, statute or other document Create a citation list for your review Highlight text and use to find More Like Selected Text Try it! There s no charge to add links or create a cite list. Plus, your regular prices apply when you Shepardize citations and retrieve documents. CheckCite When you re ready to verify citations, the CheckCite program offers consistent, reliable performance. CheckCite collects the citations from your document, verifies them through Shepard s Citations, the premier citation verification service, and generates a summary report that tags problem cites for immediate attention. You can even verify quotes! Now one integrated package for drafting and verifying The LEXLink feature and CheckCite. Look inside to see how you can put these tools to work for you. * Microsoft Word 97 or higher or WordPerfect 8.0 or higher.

2 Once installed, LexisNexis Citation Tools 2003 adds four icons to your word-processing toolbar: The LEXLink feature identifies and counts citations. Click here to Shepardize the citation in one easy step screen A. Click here to activate the LEXLink feature and add links to your draft document. Click here to create a cite list. Click the drop-down arrow to get additional cases or statutes, to Shepardize additional citations or to search for similar text. Click here to activate CheckCite. Activating the LEXLink feature to add links 1. As you review your draft document, click on the LEXLink magnifying glass icon. 2. Click OK. The LEXLink feature will copy your document and add hyperlinks. 3. Click OK to display and use the links. (See above right.) Your original document is not altered. Save this copy. Share it. Click on the link to move to the full text through screen B (See next page). (You will be prompted to sign on if you are not online.) To save your linked document, follow standard document-saving procedure. To return to your original copied brief after linking, minimize or close the document window. Adding a link To add a link within your document: 1. Highlight the citation. 2. Select Tools from the toolbar, then Insert Link. Options To customize your LEXLink feature options: 1. Right-click anywhere in your linked document. (Or select Tools from the toolbar, then LEXLink) 2. Select LEXLink; select options. Under Display options you can: Turn on/off the Shepard s links. (Default is on.) Add links to parallel cites. (Default is primary cite only.) Overwrite existing links. (Default is to overwrite.)

3 A Review the complete Shepard s report. To return to the screen where you entered Shepard s, use your PC s ALT-TAB function. B Review the full-text case. To return to your linked document, use your PC s ALT-TAB function. The LEXLink feature categorizes cites into cases/law reviews and statutes/other documents. Fast and accurate! Just click the cite to go to the full text. Activating the LEXLink feature to create a cite list 1. As you review your draft document, click on the LEXLink page icon. 2. Click OK to display link list. To verify and/or print multiple cites, check the boxes next to the cites you need. To save your cite list, save as a Web page. To return to your copied brief, minimize or close the document window. Check here to retrieve, print and/or Shepardize. Then click SUBMIT. To find a case, statute or ruling not in your list, select the category and enter the cite.

4 Activating the lexis.com icon to expand your research When you click on the drop-down arrow next to the lexis.com icon, you can: Get a case not listed in your document. Click Get a Case, enter the citation and click OK. Get a statute not listed in your document. Click Get a Statute, enter the citation and click OK. Shepardize a citation. Click Shepardize, enter the citation and click OK. Find More Like Selected Text. 1. Highlight any on-point text in your document. (See right.) 2. Click the drop-down arrow next to the lexis.com icon; select More Like Selected Text. 3. Review and revise the text in the text box; click OK. 4. Choose your source even news sources. (If you aren t online, you will be prompted to enter your ID and password.) 5. Click Search. Then review your search results. (See right.) 1 5 2

5 Activating a CheckCite Session When you start the CheckCite program, you ll see the New Session screen. To start a new CheckCite session: 1. Enter a name to identify the session.* Use the default or type a new name. 2. Enter a client or matter name in the Client field. Source for Citations Session Name Client Name of Document 3. Enter the name of the document you want to check. Select from the drop-down list, or click Browse to display files and directories. Click Type in Citations to enter individual citations. Click Valid Reporters to check format. To update the reporter list, click Update Note: If you are using a document management system, the DMS document search screen may display Click the drop-down list to choose a destination for your CheckCite report. Click Display Report in Report Viewer to view the completed report on the screen as well as send it to the destination you have chosen under Send Report To Choose an option set to be used for this session. The list box contains the name of the last option set you used. Use this one, or select another from the drop-down list. The services for the option set you selected are displayed under the option set name. To change the settings for a particular service for this session, click YES or NO next to the service you want to change. To see all the selections for this option set, click Modify. To create, delete or modify option sets, click Advanced. Report Destination Option Sets Advanced Option Modifying Modify 6 Next 6. Click Next. When the CheckCite program is finished extracting citations from your document, you ll see the Citation List. *Note: What s a Session Name? A session name is a name you give a session so you can recognize it later or delete it from your system from the Previous Session dialog box. You can open a previous session and print/view the results of that session. A session name may be up to 64 characters.

6 Questionable citations appear at the top of the list making it easy to pick them out. Reviewing the Citation List The Citation List displays all the citations extracted from the document you submitted (or the citations you typed in) from the New Session dialog box. Check the Citation List to be sure that: The citations appear correctly. The services you want to use to check each citation are selected. All quotes to be checked are attached to their source citation. To verify, click Quotes. From the Citation List, you can add, edit or delete citations, sort the list by status, page number, or other criteria, and change the services to be used to check individual citations. You can also print the Citation List and save it to a file. To add a citation to the list, click Add Cite. To edit a citation, highlight the citation in the list, then click Edit Cite (or double-click the citation). To delete a citation, highlight the citation in the list, then click Delete Cite. To delete all invalid citations at once, click the Delete Invalid Cites button. To view all the quotes from your document, click Quotes. To save the cite list as is or to save questionable cites only, click Save Cite List. To print the Citation List, click Print Cite List. To change the service used to check a citation (Shepard s, Auto-Cite, etc.), double-click on YES or NO under the service you want to change. To turn a service on/off for all citations at once, right-click on Yes/No.

7 Shepard s Signal indicators displayed in the Expand All view CheckCite(R) Summary Report Checking Your Citations Online After reviewing the Citation List and making any changes you wish, click Create Report to send the citations to be checked online with the LexisNexis services. (If you are not signed on to you will be asked for your ID and password.) CheckCite Summary Report The CheckCite Summary Report lets you quickly check your results. Any areas of concern are bolded making it easy to scan the report. It tells you which services were used to check the citations and what the results were. The Summary Report will include questionable citations and any duplicates. To display all the signals for all the citations, select Expand All from the view menu. A list of the citations appears in the left-hand column of the report. Click on a citation to display the indicators for that citation Shepard s, Auto-Cite, Full Text, or the QuoteCheck feature. The signals tell you, at a glance, if you should check the case further. Click one of the indicators to display a report. Citing references in Shepard s reports are linked so you can move to the full text of these references. In addition to reviewing the report, you can send it to a printer or a word processor, or save the report to a file. Stop indicators will also display next to a citation for which a report was not returned due to an error, and next to quotations with differences.

8 Modifying Option Sets You can modify existing option sets or create new ones. Select Option Sets from the Edit menu. Or click Advanced on the New Session screen. To modify an option set: 1. Click Advanced and highlight the option set you want to modify in the list. 2. Click Modify. 3. Click the tab for the service you want to modify (Shepard s, Auto-Cite, etc.) and make the changes to the service s options. 4. Click the tab for each service and make the selections you want. 5. Click Apply. 6. Click OK when you are finished making the selections for each service. To create a new option set: 1. Click New. 2. Give the new option set a name and click OK. You may have the choice to save the option set as a Global or Personal option set. 3. Select the new option set from the list and click Modify. 4. Click the tab for each service and make the selections you want. 5. Click Apply. 6. Click OK when you are finished making the selections for each service. To copy an option set: 1. Click Advanced and highlight the option set you want to copy. The new option set initially will have the properties of the set you copy. 2. Click Copy. 3. You may have the choice to save the option set as a Global or Personal option set; give the new option set a name; click OK. 4. Select the new option set from the list and click Modify. 5. Click the tab for the services in which you want to modify options (Shepard s, Auto-Cite, etc.) and make the changes you want. 6. Click Apply. 7. Click OK when you are finished making the selections for each service. LexisNexis, the Knowledge Burst logo, LEXLink, QuoteCheck, and Shepard s Signal are trademarks and CheckCite, lexis.com, Shepard s and Shepardize are registered trademarks of Reed Elsevier Properties Inc., used under license. It s How You Know is a trademark of LexisNexis, a division of Reed Elsevier Inc. Auto-Cite is a registered trademark of Reed Elsevier Inc. Microsoft is a registered trademark of Microsoft Corporation. WordPerfect is a registered trademark of Corel Corporation Limited. Other products and services may be trademarks or registered trademarks of their respective companies LexisNexis, a division of Reed Elsevier Inc. All rights reserved. LO