The Lexis HK Service A GUIDE FOR LEGAL PROFESSIONALS

Transcription

1 The Lexis HK Service A GUIDE FOR LEGAL PROFESSIONALS 1

2 INTRODUCTION What is LEXISNEXIS? What is Lexis HK? About this User Guide GETTING STARTED Signing-In Signing-Out SEARCH TOOLS OVERVIEW General Search Form Quick Find Search Form Content Specific Search Forms Quick Sources Subscription-sensitive Links Top Navigation Bar CONTENT SPECIFIC SEARCH FORMS - CASES Sources Source Information Search Terms Connectors Help Case Name Citation Citation Help Judgment Date Catchwords/Summary Words and Phrases Court Help with court codes and abbreviations Judge Representation Clear Form Cases Analysis Browse Cases CONTENT SPECIFIC SEARCH FORMS - LEGISLATION Sources Source Information Search Terms Connectors Help Search Within Legislation Title Sec/Reg/Rule Legislation Type Defined Terms Clear Form Search Browse Legislation Browse International Legislation CONTENT SPECIFIC SEARCH FORMS - COMMENTARY Sources Source Information Search Terms Connectors Help Search Within Headings Reference to Legislation Reference to Cases

3 Clear Form Search Browse Commentary Browse International Commentary CONTENT SPECIFIC SEARCH FORMS - FORMS Sources Source Information Search Terms Connectors Help Search Within Form Number Form Title Reference to Legislation Reference to Cases Clear Form Search Browse Forms Browse International Forms CONTENT SPECIFIC SEARCH FORMS - JOURNALS Sources Source Information Search Terms Connectors Help Article Title Author Article Citation Clear Form Search Browse International Journals CONTENT SPECIFIC SEARCH FORMS - COMMERCIAL LAW Sources Source Information Search Terms Connectors Help Full text or Headings only Search Browse CONTENT SPECIFIC SEARCH FORMS - CRIMINAL LAW AND PROCEDURE Sources Source Information Search Terms Connectors Help Full text or Headings only Search Browse CONTENT SPECIFIC SEARCH FORMS INTELLECTUAL PROPERTY Sources Source Information Search Terms Connectors Help Full text or Headings only Search Browse CONTENT SPECIFIC SEARCH FORMS LAND AND CONVEYANCING Sources Source Information Search Terms Connectors Help Full text or Headings only

4 Search Browse CONTENT SPECIFIC SEARCH FORMS LITIGATION Sources Source Information Search Terms Connectors Help Full text or Headings only Search Browse CONTENT SPECIFIC SEARCH FORMS TAX AND ACCOUNTING Sources Source Information Search Terms Connectors Help Full text or Headings only Search Browse CASEBASE CASEBASE HONG KONG SEARCH FORM Search Terms Connectors Help Search Within Document Sections Case/Article Name Citation Citation Help Judgment Date Catchwords/Summary Word & Phrases Jurisdiction Reset List Court Reset List Judge Reference to Legislation Back to Top Clear Form Search? Question Mark CASEBASE CASEBASE HONG KONG CASEBASE ENTRY Primary Case CaseBase Signals Citation Link Jump-To Linking Description of Jump-To Linking CaseBase Annotations Top Filter By: Annotation Sort By Hide Breadcrumb Trail Results Hide Signals Signal Help SEARCHING DEVELOPING A SEARCH Terms and Connectors Precision Search Command Date Restriction BROWSING WORKING WITH RESULTS

5 Overview of Results Pages Features View by Selected Format View List by Result Groups Narrow Search View Tagged/View All Results Sort Results List Navigation Delivery Options Headline Linking Jump-To Linking PDF Files Word Document DELIVERY OPTIONS - PRINT Source Terms Printer Add a Brief Note Document view Document Range Page Options Font Options Print Print Preview Cancel What to Expect DELIVERY OPTIONS - Source Terms Send As Format Address Add A Brief Note Document view Document Range Page Options Font Options Send Cancel DELIVERY OPTIONS - DOWNLOAD Source Terms Format Document view Document Range Page Options Font Options Download Cancel DELIVERY OPTIONS CREATE ALERT Save As Run This Delivery Options Send As Save Cancel DELIVERY OPTIONS CHANGE THE SCHEDULED SEARCH My Research Settings Save

6 DELIVERY OPTIONS CHANGE THE SEARCH CRITERIA My Research Edit Save DELIVERY OPTIONS DELETE AN ALERT My Research Delete Selected Confirmation DELIVERY OPTIONS SET UP A DAILY CASES ALERT Alert Me On Mouse Hover Give A Name to This Alert Send This Alert To How Often To Receive This Alert Results Format Save Cancel CUSTOMER SUPPORT

7 WHAT IS LEXISNEXIS? LexisNexis has been the preferred choice of trusted information research for over 30 years. With the click of a mouse, LexisNexis customers can access over billion of documents from different sources comprising a wide array of authoritative news and business, legal documents and public records. We help businesses, industries and government agencies collect, manage, and use information more productively. WHAT IS LEXIS HK? Lexis HK is EASY Web-like navigation; easy, automatic source selection and General/Focus searching are just some of the features that make Lexis HK service so user friendly. With features like the tabular interface you never get lost. Lexis HK is easy to navigate, even for non-legal professional. Lexis HK is FAST Intuitive browse features: hit-to-hit navigation, ability to narrow a search on the results page to delivery options, you can now pinpoint the information you need more quickly and efficiently incorporate that information into your work product. Lexis HK is UNMATCHED With precise source selection, one-step search refinement, and results group classification, the unmatched content on LexisNexis services is brought to the surface and is easier to search than ever. You don t have to know all the sources to find the results you need. ABOUT THIS USER GUIDE This User Guide is designed to provide not only an overview of search tools available on Lexis HK, but also to deliver deeper into subjects of concern to the professional searchers, such as source selection, search strategy development, search logic processing, and efficient results review. It is expected that the user of this User Guide has at least a basic understanding of online information retrieval. This Guide is not intended to answer any research question that may arise, but rather to give you the tools you need to find your own answers in the Lexis HK service. There are always people at LexisNexis that can assist you by offering 5-day Customer Support, or via telephone and/or on-site training presentations. With this team of trusted experts as your business partner, you ll be a Lexis HK whiz in no time! Now let s get started. 7

8 SIGNING-IN Establish an Internet connection and enter address 1. Type your User ID and Password. 2. Click. 3. You can choose to use for information on how to complete the sign-in or contact information should you need assistance on sign in/out. 4. Click at for recommendation on possible factors that may affect performance using the LexisNexis services hardware processor, RAM, connection method, modem, LAN connection, browser etc. Should you forget your password or need assistance to reset your password, please contact Hong Kong Customer Service via hotline (852) or at Our office hours are from 9am to 5:30m (Monday Friday). SIGNING-OUT You can sign-out and close your session with Lexis HK service in either of the two ways. 1. Click the in the upper right hand corner of the screen to close your browser and the Lexis HK session. Or, 2. Click on the top navigation bar. You ll be disconnected from the Lexis HK service and you ll be asked to confirm you want to close the window due to security reasons. Click the button to close the screen. 8

9 OVERVIEW OF RESEARCH TOOLS HOME PAGE This Home Page is divided into seven principal parts: 1. Search Hong Kong content. It provides broad flexibility that you won t find on other Search forms. You may choose to search across all subscribed sources or a particular subscribed source. It is helpful when you have a general query, are searching in an unfamiliar area, or are searching across multiple content types. 2. Quick find. It provides flexibility to do search on specific, pre-defined segments of a document in which you may target your search. For example, you may wish to search for specific words only within the text of a commentary, a specific citation or form. 3. Content Specific Search Forms. It points you in the right direction when you know the type of information you are looking for. Enter your terms in a fill-in-the-blank format. By choosing a specific category of information, as opposed to a general form, you re already halfway to the answers you need. 4. Quick Sources. Click the link next to a source name to construct searches using Connectors and entering search criteria into the various fields provided. Click the link next to a source name to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters you are interested in, and then locating the information they particularly need. 5. Subscription-sensitive Links. Click the corresponding links across the top of page to access additional LexisNexis applications depending on respective service subscription. 6. Top Navigation Bar. Click the corresponding links across the top of page for sign-out, preferences, online help and CaseBase Signals help. 7. My ID. Click the My ID link at the bottom of any page to view your user ID. If you need to contact Hong Kong Customer Service, this ID will allow them to resolve your issue more efficiently. 9

10 GENERAL SEARCH FORM General Search provides an easy way to undertake a search across your entire subscription, to search sources across multiple content types or across a selected source. The sources are categorized by different content types. Simply make a selection of a source, enter your search terms and click to retrieve your results. 1. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 2. Select Sources. You may check-off categories of sources within which you would like to search from single to multiple. Clicking at an empty check box shall display a tick against the check box marking to selecting the item as a source. Clicking at a check box that has a tick already shall de-select the category as a source. 3. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on search string construction. 4. Click this link for more information on using connectors to construct a search string Click this button to run a query. Note that when the respective edit box of the Search button is in focus the button colour shall change to pink. 10

11 QUICK FIND SEARCH FORM Quick find provides flexibility to do search on specific, pre-defined segments of a document in which you may target your search. For example, you may wish to search for specific words only within the text of a commentary, a specific citation or form. 1. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 2. Commentary Text. Type in word(s) or phrases you want to search in this field. You can use connectors to define relationships between terms. Click for more information on search string construction. 3. Case Name or Citation. Locate a case where you know the names of one or more of the parties in this field. Or locate a case where you know the case citation. Note that it is not necessary to type brackets around your numbers. Example: To locate cases regarding smith": smith Example: To locate cases regarding Chan v Wong": Chan and Wong Example: To locate citation [2002] 2 HKC 497 : HKC Legislation Name or Number or Provision. Use these fields where you know the legislation or the number that would appear in the provision title. 5. Form or precedent by title. If you know the title of the specific form or precedent you are looking for, enter any or all of the words in the title in this field Click this button to run a query. Note that when the respective edit box of the Find button is in focus the button colour shall change to pink. 11

12 CONTENT SPECIFIC SEARCH FORMS Lexis HK offers several ways for you to search. One method is by using the Content Specific search forms located in the Red Bar at the top of the screen of the application. Each of the forms is designed to search all sources that contain the same content e.g. every source with cases included can be searched in the Cases search form. The Content Specific Search Forms that are available include: Cases, Legislation, Commentary, Forms, Journals and Practice Areas We shall go through each of the below Content Specific search form in detail later in this user guide. 12

13 QUICK SOURCES Quick Sources provides the Search and/or Browse capabilities available on every Content Specific search form. It is grouped into two categories Hong Kong and International. 1. Hong Kong Sources. Hong Kong sources are sources that come with the basic package of your service subscription. The drop-down list of such source type is expanded by default. 2. International Sources. International sources access are subject to service subscription to additional content other than the basic content package. 3. Source Information - To learn more about the publishing information of a source, click the information icon next to the source name. 4. Click the Search link next to a source name to construct searches using Connectors and entering search criteria into the various fields provided. 5. Click the Browse link next to a source name the user is able to navigate the publications by way of the Table Of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. 6. Click at the plus button to expand the drop-down list of international sources. 7. Click at the minus button to collapse the drop-down list of international sources. 13

14 SUBSCRIPTION-SENSITIVE LINKS This panel provides links to additional LexisNexis services Nexis News, Lexis.com and China Online within the Lexis HK application environment. Access to these services is depending on additional respective service subscription. When using any one of these links without service subscription the respective service sign on page shall be displayed. 14

15 TOP NAVIGATION BAR The links at the top navigation bar will highlight other resources that may provide additional relevant information based on the current page you are viewing. 1. Set up a daily cases alert. Click Set up a daily cases alert to create a summary of updated cases that will be sent to your designated addresses every day. 2. Preferences. Click Preferences to change your login password, time zone, or results display settings. 3.. Click the Sign Out link to exit the Lexis HK application. Due to security reasons, the user shall be prompted to close the browser. Simply click the YES button to exit completely. 4. Help. Click the Help link for online tutorial and User Guide download. It also includes contact information of LexisNexis Customer Service should you need immediate assistance using Lexis HK. 5.. Click on the icons for more information about CaseBase signals. 15

16 CASES Use this form to search all of your subscribed sources. 1. Sources. Select which source you like to search across any subscribed sources. Click from the respective edit box to display the drop-down list of sources as per sample below. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 16

17 CASES continued.. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 5. Case Name. Locate a case where you know the names of one or more of the parties in this field. Example: To locate cases regarding smith": smith Example: To locate cases regarding Chan v Wong": Chan and Wong 6. Citation. Locate a case where you know the case citation. Note that it is not necessary to type brackets around your numbers. Example: To locate citation [2002] 2 HKC 497 : HKC Click this link for sample citation format. 8. Judgment Date. Limit your search by date by using any one of the following judgment date choices or create your own restrictions. 9. Catchwords/Summary. Find words in the catchwords, headnote or summary of a judgment. 10. Words and Phrases. To locate cases where a word or phrase has been judicially considered or defined. 17

18 CASES continued Court. Use this field to restrict your search to a particular court by entering the court code Click this link for information on court abbreviation choices (sample below). 13. Judge. Find cases heard by a particular judge. Example: To locate case heard by judge Jones": Jones 14. Representation. Find cases where a specific barrister, solicitor or firm acted Click this link to reset the form with default settings Click this button to run a query. 17. Case Analysis. Click the link next to source name CaseBase Hong Kong to construct searches using Connectors and entering search criteria into the various fields provided. 18. Browse Cases. Click the link next to source names Hong Kong Cases and Hong Kong Family Law Reports the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. 18

19 LEGISLATION Use this form to search within your subscribed legislation sources. 1. Sources. Select which source you like to search across any subscribed sources. Click from the respective edit box to display the drop-down list of sources as per sample below. Depending on your subscription, the user shall be notificed for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 19

20 LEGISLATION continued.. 5. Search Within. Select from the drop-down list to search Legislation Only or All Material In Selected Source (sample below). 6. Legislation Title. Type in all or part of the name of the particular piece of legislation or instrument. Example : Trade Mark 7. Sec/Reg/Rule. If you are searching for a particular provision, enter the number in the box provided Example : Legislation Type. Select the type from the drop-down list to limit your search to Acts, Subordinate Legislation, Miscellaneous Instruments (sample below). 9. Defined Terms. To find whether a term has been defined statutorily, type the term or phrase in this box Click this link to reset the form with default settings Click this button to run a query. 12. Browse Legislation. Click the link next to source name Annotated Ordinances of Hong Kong or Laws of Hong Kong the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 13. Browse International Legislation. Use the button to display the list of international sources and the button to collapse the drop-down list of international sources. Click the link next to source name the user is able to navigate the publications by way of the Table Of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 20

21 COMMENTARY Use this form to search within your subscribed commentary sources. 1. Sources. Select which source you like to search across any subscribed sources. Click from the respective edit box to display the drop-down list of sources as per sample below. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information - To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 21

22 COMMENTARY continued Click this link for more information on using connectors to construct a search term. 5. Search Within. Select from the drop-down list to search Commentary Only or All Material In Selected Source (sample below). 6. Headings. To find your search term(s) only within headings in the source, enter the term(s) in the Commentary Headings panel. 7. Reference to Legislation. Use this field to find a section of a particular legislation title discussed in the commentary or a section of legislation in the commentary. Example : (for a section of legislation), enter cap 132 and 2. Example : (for a legislation title), enter bill of rights ordinance. 8. Reference to Cases. To find commentary on the case enter the name of one or more of the parties in the References to Cases box. Entering both parties will result in a more specific search - remember to connect the two names using connector = and. Example : enter sky alliance Click this link to reset the form with default settings Click this button to run a query. 11. Browse Commentary. When using link next to source name Annotated Ordinances of Hong Kong or Halsbury s Laws of Hong Kong the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications is depending on respective service subscription. 12. Browse International Commentary. Click button to display the drop-down list of international sources. Click button to collapse the drop-down list of international sources. When using link the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 22

23 FORMS Use this form to search within your subscribed forms and precedent sources. 1. Sources. Select which source you like to search across any subscribed sources. Click from the respective edit box to display the drop-down list of sources as per sample below. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 23

24 FORMS continued Click this link for more information on using connectors to construct a search term. 5. Search Within. Select from the drop-down list to search Commentary Only or All Material In Selected Source. 6. Form Number. If you know the number of the specific form you are looking for, you may enter it in this field. 7. Form Title. If you know the title of the specific form or precedent you are looking for, enter any or all of the words in the title in this field. 8. Reference to Legislation. Use this field to find a section of a particular legislation title discussed in the form or a section of legislation in the form. 9. Reference to Cases. Enter the name of one or more of the parties in the References to Cases box. Entering both parties will result in a more specific search - remember to connect the two names using connector = and Click this link to reset the form with default settings Click this button to run a query. 12. Browse Forms. When using link next to source name Atkin s Court Forms Hong Kong the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications is depending on respective service subscription. 13. Browse International Forms. Use the button to display the drop-down list of international sources and the button to collapse the drop-down list of international sources. When using link next to source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 24

25 JOURNALS Use this form to search within your subscribed journals sources. 1. Sources. Select which source you like to search across any subscribed sources. Click from the respective edit box to display the drop-down list of sources as per sample below. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 25

26 JOURNALS continued.. 5. Article Title. Use this field to enter key words of the article title that you require. Separate multiple terms with connectors. 6. Author. Use this field to search for articles by a particular author. 7. Article Citation. Enter the article citation. You can ignore brackets and other punctuation Click this link to reset the form with default settings Click this button to run a query. 10. Browse International Journals. Use the button to display the drop-down list of international journals and the button to collapse the drop-down list of international journals. When using link next to journal source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 26

27 COMMERCIAL LAW Use this form to search within your subscribed Commercial Law sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Commercial Law sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 27

28 COMMERCIAL LAW continued 4. - Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Commercial Law source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 28

29 CRIMINAL LAW AND PROCEDURE Use this form to search within your subscribed Criminal Law and Procedure sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Criminal Law and Procedure sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 29

30 CRIMINAL LAW AND PROCEDURE continued 4. - Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Criminal Law and Procedure source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 30

31 INTELLECTUAL PROPERTY Use this form to search within your subscribed Intellectual Property sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Intellectual Property sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 31

32 INTELLECTUAL PROPERTY continued 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Intellectual Property source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 32

33 LAND AND CONVEYANCING Use this form to search within your subscribed Land and Conveyancing sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Land and Conveyancing sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 33

34 LAND AND CONVEYANCING continued 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Land and Conveyancing source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 34

35 LITIGATION Use this form to search within your subscribed Litigation sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Litigation sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 35

36 LITIGATION continued.. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Litigation source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 36

37 TAX AND ACCOUNTING Use this form to search within your subscribed Tax and Accounting sources. 1. Sources. Select which source you like to search across any subscribed sources. The default setting is to search by all sources with all checkboxes selected. Un-check All Tax & Accounting sources and select other sources as users need to search. Depending on your subscription, the user shall be notified for Source Not Available should one try to access sources outside subscription. 2. Source Information. To learn more about the publishing information of a source, click the information icon next to the source name. 3. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 37

38 TAX AND ACCOUNTING continued Click this link for more information on using connectors to construct a search term. 5. Full text or Headings only. Choose between these two options to search headings only or perform a full text search to find all materials in the selected sources Click this button to run a query. 7. Browse - When using link next to Tax & Accounting source name the user is able to navigate the publications by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particularly need. Access to these publications depends on respective service subscription. 38

39 CASEBASE HONG KONG Search Form CaseBase Hong Kong is a comprehensive citator, annotator and digester covering all significant Hong Kong judgments. All reported and the majority of unreported Hong Kong cases are covered, as well as key overseas cases (such as from England or other Commonwealth jurisdictions) where they are referred to by Hong Kong cases. As well as providing key case details - party names, court, judges, judgment date, parallel citations - catchwords and tables of legislation referred to provide a valuable snapshot of the case you are researching. To clarify the precedential value of each case, all cross-references between cases are displayed and classified (applied, distinguished, overruled, considered and so on) and summarised with easy to use colour-coded signals (characterising the treatment as positive, cautionary, negative or neutral). CaseBase Hong Kong also features a high level of functionality including complete searching ability and links to full-text reported and unreported judgments and primary legislation. It is the first stop for Hong Kong case law research. To access the CaseBase Hong Kong search template, go to pathing Cases > Case Analysis > [Search] as below: 39

40 CASEBASE HONG KONG Search Form continued.. For help with constructing your searches a number of options are available. 1. Search Terms. Type in word(s) or phrases you want to search in this field. Use connectors to define relationships between terms. Click for more information on using connectors to construct a search term. 2. Search Tips - Click this link for more information on using connectors to construct a search term. 3. Show options to search specific document sections - Use the (sample below). link to show the Document Sections search options Note: Document sections are specific, predefined segments of a document through which you may target your search. For example, you may search for specific words only within the legislation title section, or a specific name only within the judge section. You may construct a search entirely out of document sections, or combine a document section with your other search terms. Follow the steps below to search within a Document Section: A - Select a Document Section from the Search Within drop-down list by clicking at the Only the sections available in the source you have selected are shown. button. B - Enter search terms that you would like to appear in the section you selected. C Click the to add your document section search criteria to the field at the top of the search form. D Select whether to use the AND or OR connector when your section restriction is added to your search. E - Click the link to close the document section screen. Note: If you already know the name of the Document Section you want to use or the proper name for entry, you manually type these terms in the field if you d prefer. Repeat these steps to add as many Document criteria as you wish. 4. Case/Article Name. This field is used to find a case or article when you know one or more of the parties in the case or part of the article title. Use the and connector to separate the party names or the key terms of the article title. Example: To find the case entry of "Chan v Wong ": chan and wong 40

41 CASEBASE HONG KONG Search Form continued.. 5. Citation. Enter the case citation. You can ignore brackets and other punctuation. This can be used to locate a case by name if you only know its citation. Example: To find the cases with citation "[2002] 2 HKC 497 ": HKC 497 Example : If you only have part of the citation e.g. you know it was in HKC and in 2002 and on page 497, enter the following search string : 2002 and HKC and Click this link for sample citation format. 7. Judgment Date. Limit your search by date by using any one of the following judgment date choices or create your own restrictions (sample below). 8. Catchwords/Summary. Enter a search string to see if it occurs in the catchwords or summary of a case. 9. Word & Phrases. To locate cases where a word or phrases has been judicially considered or defined. 10. Jurisdiction. Select the jurisdiction by clicking the respective check boxes available. 41

42 CASEBASE HONG KONG Search Form continued Click this link to reset to default setting for Jurisdiction field. 12. Court. Select the jurisdiction by clicking the respective check boxes available. The court field shall be populated automatically upon respective selection made from Jurisdiction field (sample below) Click this link to reset to default setting for Court field. 14. Judge. Use this field to restrict your search to cases heard by a particular judge. Enter the surname only of the Judge. 15. References to Legislation. Use this field to find cases that have considered specific legislation. Type in the title of the legislation followed by the "within paragraph" connector (w/p) then the provision number. Example: To locate cases dealing with the Companies Ordinance and s 177 : companies ordinance w/p 177 (Note: The word section or letter s are not required. CaseBase Hong Kong editors enter each section as s 177, but using the s will slow the search considerably, looking for an s in every document.) Example: To locate cases dealing with a subsection of legislation, e.g., s 22(3) of Limitation Ordinance : limitation ordinance w/p "22(3)" Enclose the section and subsection within " ", otherwise it will look for 2 as a section Click this link to navigate back to the top of the search form Click this link to reset the form with default settings Click this button to run a query Click the question mark button for online help for search options available from CaseBase Hong Kong search form. 42

43 CASEBASE HONG KONG CaseBase Entry Explanation of a CaseBase Entry 1. Primary Case. The top of the CaseBase entry (sample below) displays details of the primary case such as the case name, citation, judge(s), court and judgment. 43

44 CASEBASE HONG KONG CaseBase Entry continued.. 2. CaseBase Signals. The CaseBase Signals are based on case annotations prepared by the CaseBase editors. They are derived from both the procedural history of a case and the subsequent judicial consideration of a case. The signals are as follows: The colours used for the annotations highlight and draw attention to four particular types of treatment. They do not change or add to the meaning of the annotation. Negative treatments such as disapproved, not followed, overruled and reversed are coloured red. Positive treatments such as followed, applied, approved and affirmed are coloured green. Treatments indicating caution required are coloured yellow, and can range from a distinguishing or explaining treatment (indicating that the law is still good but does not apply in the circumstances), to a varying treatment or a questioning (sometimes called a doubting ) treatment. Neutral treatments, such as considered and cited, are coloured blue. 44

45 CASEBASE HONG KONG CaseBase Entry continued.. The CaseBase signal appearing next to the primary case name (sample below) indicates whether the decision has received positive, negative, cautionary or neutral treatment in subsequent judgments. The signal is a summary of the annotation information available from the list of appear proceedings and cases referring to this case. The Casebase signals appearing after the citation of the cases (sample below) indicates the type of judicial treatment that each of these decisions has received. Clicking on these signals will take you to the CaseBase entry for these decisions. 3. Citation Link. Subscribers to reports and unreported judgments (sample below) can access the full text of the decision by clicking on the relevant link from the case citation where available as sample below. 45

46 CASEBASE HONG KONG CaseBase Entry continued.. 4. Jump-To Linking. Use the Jump-To Linking to take you quickly to the portion of the full text document for cases/legisation that has been referred to by the primary case or to the primary case. Availability of Jump-To linking depends on how full the content of a record is. As per sample below, the annotation appearing before the case name indicates how the primary decision was treated in each of these cases. The CaseBase signals appearing after the citation of the cases indicate the type of judicial treatment that each of these decisions has received. Clicking on these signals will take you to the CaseBase Entry for these decision. Clicking on the citation link after the case name to access the full text of the decisions Description of Jump-To Linking: Cases referring to a case Cases considered by this case Legislation considered by this case Catchwords & Digest Words & Phrases Click this link to view cases referring to the primary case. Click this link to view cases that were referred to or considered by the primary case. Click this link to view legislative provisions referred to in the primary case. Click this link to view catchwords and digest. The catchwords appearing in bold text identify the main areas of law dealt with and provide the legal context of the primary case. The digest component states the legal issues considered and summarises the decisions of the court. Where a case deals with more than one major issue, a different set of catchwords and digests may be used for each issue. Click this link to view particular words or phrases considered in a case. 46

47 CASEBASE HONG KONG CaseBase Entry continued CaseBase Annotations The following annotations are used to denote how the court in the subsequent case has judicially considered the primary case. The and sections of the CaseBase Entry: Applied Approved Cited Considered Disapproved Distinguished Explained Followed Not Followed Overruled Questioned A principle of law articulated in the primary case is applied to a new set of facts by the court in the subsequent case. The court in the subsequent case has approved the way the court in the primary case, being a court of inferior jurisdiction, has articulated a principle of law. The primary case is merely cited by the court in the subsequent case, without comment. The legal principles articulated in the primary case are considered or discussed without adverse reflection in the subsequent case. The decision in the primary case is criticized by the court in the subsequent cases. The court in the subsequent case holds that the legal principles articulated by the primary case (usually otherwise persuasive or binging authority) do not apply because of some essential difference between the two cases in fact or law. The decision reached in the primary case is justified by the court in the subsequent case, drawing attention to some feature of the primary case that may not be immediately obvious on its face. This annotation is similar to applied, but is used in circumstances where the facts in the primary case resemble reasonably closely the facts in the subsequent consideration case. The court in the subsequent case has declined to apply the principles of law articulated in the primary case. The legal principles articulated in the primary case are held to be incorrect by the court in the subsequent case, which is a court of superior or equivalent jurisdiction. The court in the subsequent case has expressed doubt about the decision in the primary case, but does not actually determine that the principles of law in the primary case are incorrect Click this link to take you back to the top of the screen. The TOP link is available at each Jump-To linking level for easy navigation. 47

48 CASEBASE HONG KONG CaseBase Entry continued.. 6. Filter By: Annotation. Click the button to display the drop-down list that allows you to view cases based on the type of treatment they have given to the primary case. For example, choosing the negative cases only option will only display cases that have not followed, disapproved, overruled or reversed the primary cases. There are four options available: Negative Cases Only, Negative & Cautionary Cases Only or Positive Cases Only or All Cases. 7. Sort By. Click the button to display the drop-down list that allows you to sort the cases that appear in the table under the heading you are looking at. Selecting any of these options will change the order in which the cases appear. You may choose to sort the cases by Judgment Date (latest first), Annotation (negative first), Court Name (alphabetical order) or Case Name (alphabetical order) Click on the Hide link at Jump-To Linking level to collapse the text under the heading. Click on the link to expand the text under the heading. 9. Breadcrumb Trail. The source and terms for your search are displayed in a trail in the upper left of the Results page. The trail shows the path you took to arrive at your results. You may click on a source name or Search form name in the trial to return to the Search form where you ran the search, or click on search terms to return to the results of that search. For example, the following shows a search on CaseBase Hong Kong from Cases form. The source searched was CaseBase Hong Kong. The original search found 324 items, so the user narrowed the search further to term HKSAR. The narrowed set of results included 12 documents. If you are viewing the Narrow Search results, click the original search in the trail to return to the original results. Or click the Search form name to return to the form where you ran your search. You may click the Source Information icon for details about the source, or you may click the farthest left link in the trail to return to your starting page. 48

49 CASEBASE HONG KONG CaseBase Entry continued Click the Results link to return to the original results Click the Hide Signals link to hide the CaseBase Signals under the [Signal] column as per sample below. The CaseBase Signals shall be replaced by CaseBase Entry links. In the absence of Casebase Signals, clicking on the CaseBase Entry link shall do the same as clicking on the CaseBase Signals when they are not hidden Click the Signal Help link for more information on CaseBase Signals description. 49

50 TERMS AND CONNECTORS To create a search request with LexisNexis services, start with terms and phrases that reflect ideas essential to your research. Then include connectors (such as OR and AND) and other special characters to link the terms and phrases, and to search for word variations. The link is located on every Content Specific Search form of the Lexis HK application. Words Words are the basic units of a search. A word is a single character or group of characters, alphabetic or numeric, with a space on either side. Examples: McPerson S198 S 198 one searchable word one searchable word two searchable words A hyphen is treated as a space, so a hyphenated word is seen as two words. Examples: E mail one searchable word two searchable word two searchable words Phrases Consecutive words are assumed as a phrase. You must use a connector to separate words that you wish to find in the same part of a document. Examples: contributory negligence finds the phrase contributory negligence contributory and negligence finds separate occurrences of the words contributory and negligence Plurals Using the singular word form will retrieve the singular, plural and possessive forms of most words. Examples: City would find city, cities, city s and cities The system will not automatically find the plural form of words that end in us or is, or other irregular plural forms. Examples: Bonus Child would not find bonuses would not find children Note: Use the OR connector in these instances, for example child OR children, or use a wildcard. 50

51 TERMS AND CONNECTORS continued.. AND The AND connector finds your search terms within the same document. Examples: assault AND robbery armed robbery AND weapon find the words assault and robbery find the words armed robbery and weapon OR Use the OR connector to find documents that contain either or both of the words or phrases linked by OR. Examples: lawyer OR counsel takeover OR take over find the word lawyer or the word counsel or both find the word takeover or the phrase take over or both W/N Use the W/N connector to find documents with search words that appear within n words of each other. The value of n can be any number up to 255. Either word may appear first. Examples: fraud W/3 taxation airport W/5 noise W/5 abat! find fraud within three words of taxation find airport within five words of noise and then some form of the word abate within five words of either airport or noise W/P Use the W/P connector to find documents with search words that appear within the same paragraph. Examples: rule 11 W/P sanction take over OR takeover W/P hostile find rule 11 within the same paragraph as sanction find take over or takeover within the same paragraph as hostile PRE/N Use the PRE/N connector to find documents in which the first search word precedes the second by no more than the stated number of words. Examples: pay PRE/3 television find documents in which pay precedes television by three or fewer words AND NOT Use the AND NOT connector to find documents in which a search word or phrase is to be excluded. Examples: trust AND NOT charitable find documents where the word trust occurs but the word charitable does not 51

52 TERMS AND CONNECTORS continued.. NOT W/N Use the NOT W/N connector to find documents in which the first search word is found and where the second need not be in the document, but if it, it cannot be within n words of the first word. Examples: assault NOT W/2 sexual find assault but not if it occurs two words of sexual excluding references to sexual assault Connector Order and Priority Connectors operate in the following order and priority: OR W/N, PRE/N, NOT W/N W/P AND AND NOT If you use two or more of the same connector, they operate left to right. If the n (number) connectors have different numbers, the smallest number is operated first. You cannot use the W/P connector with a proximity connector (e.g. W/N). Changing Connector Priority To change the connector priority, use parentheses. Connectors inside parentheses have priority over, or operate before, connectors outside parentheses. Example: bankrupt! W/25 discharg! AND (student OR college OR education W/5 loan) Priorities as : (student OR college OR education W/5 loan) AND (bankrupt! W/25 discharg!) Truncation (!) The (!) mark replaces any number of characters at the end of the word. Examples: neglig! find negligent negligence and negligible Note: Words that work best with! are those that are unique in their truncated form. For example, if you search for fir! (thinking that you want to find fired, firing or fires ) your results will also include first, firm and so on. The wildcard (*) The wildcard (*) replaces a single character at any point in a word. Examples: maximi*e Find both maximise and maximize The wildcard (*) is particularly useful if you are unsure of the spelling of a particular word or name. You can also use multiple wildcards in a single word. The only restriction is you cannot replace the first character of a word by the wildcard (*). 52

53 PRECISION SEARCH COMMAND In addition to connectors, there are several commands you can use to add precision to your searching. Capitalisation To specify that all search words have capital letters (ALLCAPS), no capital letters (NOCAPS), or one ore more capital letters (CAPS), type the command followed by your search words enclosed in parentheses. Example: To search for documents that mention acquired immune deficiency syndrome (AIDS) To search for mentions of an aid To search for Aid as a title with the first letter capitalised ENTER: acquired immune! OR allcaps (aids) ENTER: nocaps (aid) ENTER: caps (aid) Pluralisation There may be times when you want only the plural or singular form of a word. To find documents that mention service of a summons To limit your search to the singular form and to search for an additional item such as job discrimination ENTER: serv! W/3 plural (summons) ENTER: singular (job) W/5 discriminat! At Least To locate documents that contain an in-depth discussion on a topic rather than just a mention, you can specify that a word or certain words must appear at least so many times in a document. To find documents that contain an in-depth discussion of GST, the Goods and Services Tax ENTER: atleast10 (gst) This search requires GST to appear in every document at least 10 times. Note: You can use any number from 1 to 255 with the AT LEAST command. Date Restrictions For sources that include date information (e.g. cases, journal articles), you have a number of options to restrict your search results to specific time periods. Predefined date ranges can be selected from the drop-down list (e.g. Today, Previous Week, Previous Month, Previous Year etc). You may also use the second drop-down list to specify more exact dates or date ranges. Examples : Previous Select up to a hundred previous days, weeks, months or years From Select a specific date range e.g. Jul Is Select an exact date e.g. Jul Before e.g. Before Jul After Use this option to specify that your results should be after a specific date e.g. After Jul

54 The Browse capability is available on the right panel of every Content Specific search form. When using the user is able to navigate the publication by way of the Table of Contents expanding the particular chapter or chapters they are interested in, and then locating the information they particular need. To browse a Source s Table of Contents, click the link next to a source name in the right panel of the Content Specific search form and navigate its Table of Contents. Once you have accessed the Table of Contents: 1. Click the plus ( ) sign to open up the branches of the source. Click the minus ( ) sign to collapse a branch of the source. 2. Click the title of the document to open. 3. Tag boxes to the left of the document and then click the appropriate icon in the top right of the screen to deliver your selected documents. 4. Tick boxes beside the title and then select the icon to restrict your search to only the items selected. 5. Click at icons to Print ( ), ( ) or Download ( ) your results. 6. Click at icon to ( ) for your results. 54

55 The Results page includes features to help you get the most out of your search results. Regardless of which research tool you used to conduct your search, the Results page will present a consistent view of the documents retrieved. A variety of tasks can be performed from the Results page. For example, you may: Make your results more specific with the Narrow Search feature Quickly browse your documents using hit-to-hit navigation Sort your results by source category, publication name, or various index groupings Tag specific records to display, print, or download OVERVIEW OF RESULTS PAGE FEATURES 55

56 OVERVIEW OF RESULTS PAGE FEATURES continued.. 1. View by Selected Format. You may look at your search results in several different View formats, available through the View drop-down list on the Results page: List, Expanded List. Each View format displays a different level of details. List Displays basic information, in a numbered list, about the documents your search found. Information will vary depending on the source, but generally includes the document title, source name, and judgment date. Click one of the result links to view the full text of the document. Click the checkbox next to a result to tag the document for viewing or delivery. Expanded List Shows the same information as List view for each document, plus a display of your keyword hits with about four words of text on either side of each. This small window into your article often provides enough keyword-context for you to determine if you d like to open the document in full. Click one of the result links to view the full text of the document. Click the checkbox to a result to tag the document for viewing or delivery. 2. View List by Result Groups. You may use the Result Groups form to filter your results to a specific group of documents. For example, you may want to view only a specific source type or only documents from a specific indexing category. The groups available vary depending on the content of your search results. The Result Groups form lists the available groups for your results and includes the number of documents in each. 3. Narrow Search. In the Narrow Search box, enter a search using Terms and Connectors that represents a specific topic within the current results. Click at button to run the narrow search and review the new results. If you need to narrow them further, repeat the previous steps. You can continue to narrow the results as many times as necessary. 56

57 OVERVIEW OF RESULTS PAGE FEATURES continued.. 4. View Tagged/View All Results. To tag a document, click the checkbox next to the document name. Click the button to display only the documents you have tagged in the current set of results. When viewing the tagged documents, click the display. button to return to the original 5. Sort. Sorting search results to make results easier to review, you may want to change the order in which your results are displayed according to the type of information you are looking for. To change the order, select a sort format from the Sort drop-down list on the Results page. Sort options vary according to the type of documents in your results (sample below). 6. Results List Navigation. At the top of the Results page, click the left and right arrow buttons to go to the previous and next pages of your results respectively. Document-to-Document Navigation At the top of the page (sample below), click the arrows to go to the previous and next document. Document-to-Document Navigation Use the following navigation buttons at the bottom of the Results page (sample below) to move quickly through your results list. The buttons do not appear if your search retrieves only one document or one page of results. 57

58 OVERVIEW OF RESULTS PAGE FEATURES continued.. Hit-to-Hit Navigation The number of search terms ( hits ) in the document (sample below) is displayed in the lower right pane beneath the full text of your document. Click the arrow buttons to move quickly from search term to search term in the document. In the small screen capture below, you would be looking at a document that contained 5 references to your search words 5 hits. You would be viewing hit 2 of 5 and could navigate forwards and backwards to view other hits in the document. This feature lets you jump from one of your terms to the next very quickly, especially helpful when viewing long documents where several intervening pages may appear between one hit and the next. 7. Delivery Options. Click at icons to Print ( ), ( ) or Download ( ) your results. Details about each of these features appear on the next section of the User Guide. 8. Headline Linking. Click on a headline to access the full text of a document. 58

59 OVERVIEW OF RESULTS PAGE FEATURES continued.. 9. Jump-To Linking. If you click on one of your keyword hits from the Expanded List View you will taken to that portion of the full text document. PDF files. For cases that have a pdf version available, the pdf icon will be found to the right of the document title (sample below). Click into the pdf icon to open the document and click the floppy ( ) icon to save the document to the hard disk of your computer for future use. 59

60 OVERVIEW OF RESULTS PAGE FEATURES continued.. Word Document. For forms that have a Word version available, a link will be found under the document title (sample below). Do a right mouse click into the link to display the drop-down list of delivery options to open the word document online or save a hard copy to the hard disk of your computer for future use. Within the form, you can type directly into the shaded area the information that relevant to your case and save it for use in the proceeding. 60

61 OVERVIEW OF DELIVERY OPTIONS From the Results page or from the Table of Contents, select documents and click at icons to Print ( ), ( ) or Download ( ) your results. PRINT Print all or selected documents to an attached printer. Use the Print Documents form (pictured below) to print your Lexis HK documents to your attached printer. 1. Source. Displays the name of the source that you used for your search. 2. Terms. Displays the search terms that you used for your search. 3. Printer. The documents will print in HTML format. 4. Add a Brief Note. Type a short note (up to 362 characters) to be included on the cover page of your printout. If you enter a note in this field, the text will appear on a cover page even if you don t select Cover Page under Page Options. 5. Document View. From the drop-down list, select the Document View format in which you want the documents to be printed: Full, List or Expanded List. 61

62 PRINT continued.. 6. Document Range. Select the appropriate option to print: Current Document All Documents Selected Items Tagged Documents This option is available only if you are currently viewing a document in Full. Select this option to print all documents. Type the document numbers you want to print. You may type single document number (separated by commas) or a range (e.g. 1, 3-5, 9). If you tagged documents in your list to be printed (by checking the boxes next to particular results), the number of tagged documents is displayed in this box. 7. Page Options. Specify the page options to be used with your printed documents: Cover Page End Page Each Document on a New Page Hide Annotations Select the Cover Page option to include a cover page with your document set, with information such as the time of request, document requested, and number of lines. Select the End Page option to include an end page with your document set, with information such as the time of request, number of lines, and number of pages. Select this option to begin new document in your results on a new page. Otherwise, each new document begins on the same page that the previous document ends. Select this option to hide annotations in your document set. 8. Font Options. Select the font options to specify how you want your printed documents to look. Most options are self-explanatory, however, note that the Times New Roman font is best for cases, law review articles, statutory materials and any long documents that are typically read in printed form. Courier is best for tables, financial reports and other types of content that don t display well with varying font widths. 9. Print. To being printing your documents, click the button. 10. Print Preview. Click the button to view your selected documents in a browser window without the links and graphics on the page. Use the browser to print your documents. 11. Cancel. To return to your results without printing, click the button. What to Expect After you click on the Print Documents form, the following occurs: 1. The Print Status message window notifies you that your request is being processed and provided an estimate of how many pages are printing. 2. A Print dialog box appears where you may select your attached printer. 3. Follow the instructions on the Print dialog box instructions to print your documents. 62

63 all or selected documents to one or more addresses. Use the Documents form (pictured below) to your Lexis HK research documents via . Check with your company s system administrator if this method is not available to you. You may send documents to up to three recipients at a time. 1. Source. Displays the name of the source that you used for your search. 2. Terms. Displays the search terms that you used for your search. 3. Send As. Select from the drop-down list whether to deliver your results as an attachment or as text within the body of the Format. Select the format in which you want to your documents. (The last format chosen is the default on subsequent requests.) Word HTML Text Generic PDF.DOC / Microsoft Word Your Web browser.txt / Generic word processor using Text Only format Note: Bold, italic, and underlined fonts are not available in.txt file format..rtf / Generic word processor using Rich Text format Generic (RTF) format is not available for the inline text option..pdf / Adobe 63

64 continued Address. Type the recipient s address in the box provided (eg.jane.doe@lexisnexis.com). You may enter up to 3 addresses, separated by semicolons. 6. Document View. From the drop-down list, select the Document View format in which you want the documents to be printed: Full, List or Expanded List. 7. Add A Brief Note. You can add a brief note to be included with the ed documents. The note will appear at the top of the documents, with other information, such as the time of the request, search terms etc. 8. Document Range. Select the appropriate option to print: Current Document All Documents Selected Items Tagged Documents This option is available only if you are currently viewing a document in Full. Select this option to all documents. Type the document numbers you want to . You may type single document number (separated by commas) or a range (e.g. 1, 3-5, 9). If you tagged documents in your list to be ed (by checking the boxes next to particular results), the number of tagged documents is displayed in this box. 9. Page Options. Specify the page options to be used with your printed documents: Cover Page End Page Each Document on a New Page Hide Annotations Select the Cover Page option to include a cover page with your document set, with information such as the time of request, document requested, and number of lines. Select the End Page option to include an end page with your document set, with information such as the time of request, number of lines, and number of pages. Select this option to begin new document in your results on a new page. Otherwise, each new document begins on the same page that the previous document ends. Select this option to hide annotations in your document set. 10. Font Options. Select the font options to specify how you want your printed documents to look. Most options are self-explanatory, however, note that the Times New Roman font is best for cases, law review articles, statutory materials and any long documents that are typically read in printed form. Courier is best for tables, financial reports and other types of content that don t display well with varying font widths. 11. Send. To begin ing your documents, click the button. 12. Cancel. To return to your results without ing, click the button. 64

65 DOWNLOAD Download all or selected documents to a file. Use the Download Documents form (pictured below) to download your Lexis HK documents to a file. To submit a download request complete the Download Documents form, as described below. 1. Source. Displays the name of the source that you used for your search. 2. Terms. Displays the search terms that you used for your search. 3. Format. Select the format in which you want to download your documents. (The last format chosen is the default on subsequent requests.) Word HTML Text Generic PDF.DOC / Microsoft Word Your Web browser.txt / Generic word processor using Text Only format Note: Bold, italic, and underlined fonts are not available in.txt file format..rtf / Generic word processor using Rich Text format Generic (RTF) format is not available for the inline text option..pdf / Adobe 4. Document View. From the drop-down list, select the Document View format in which you want the documents to be printed: Full, List or Expanded List. 65

66 DOWNLOAD continued.. 5. Document Range. Select the appropriate option to print: Current Document All Documents Selected Items Tagged Documents This option is available only if you are currently viewing a document in Full. Select this option to download all documents. Type the document numbers you want to download. You may type single document number (separated by commas) or a range (e.g. 1, 3-5, 9). If you tagged documents in your list to be downloaded (by checking the boxes next to particular results), the number of tagged documents is displayed in this box. 6. Page Options. Specify the page options to be used with your downloaded documents: Cover Page End Page Each Document on a New Page Hide Annotations Select the Cover Page option to include a cover page with your document set, with information such as the time of request, document requested, and number of lines. Select the End Page option to include an end page with your document set, with information such as the time of request, number of lines, and number of pages. Select this option to begin new document in your results on a new page. Otherwise, each new document begins on the same page that the previous document ends. Select this option to hide annotations in your document set. 7. Font Options. Select the font options to specify how you want your printed documents to look. Most options are self-explanatory, however, note that the Times New Roman font is best for cases, law review articles, statutory materials and any long documents that are typically read in printed form. Courier is best for tables, financial reports and other types of content that don t display well with varying font widths. 8. Download. To begin downloading your documents, click the button. 9. Cancel. To return to your results without downloading, click the button. 66

67 CREATE ALERT Create an alert to send new daily results to any designated address(es). From the results page, click the icon to create an alert. Use the Save Search/Save Search as Alert form (pictured below) to save your Lexis HK research as an alert. Check with your company s system administrator if this method is not available to you. You may set up an alert ing to three recipients at a time. 1. Save as. Give a name to this alert. 2. Run this. Select how often you want to run the search. 67

68 CREATE ALERT continued 3. Delivery options. Enter an address to specify where you want the results to be sent, or choose to view the results online only. For example, 4. Send as. To receive your results in an , specify your notification and results format preferences. Example: Choose to receive an HTML inline text displaying the results as a List. 5. Save. Click the button. 6. Cancel. To return to your results without saving, click. CHANGE THE SCHEDULED SEARCH To change the schedule for a search: 1. My Research. Click the My Research tab, then click Alerts (Scheduled Searches). 2. Settings. Under the Settings column, click the Change link next to the search that you want to modify. 3. Save. Click Save when you have finished changing the schedule. CHANGE THE SEARCH CRITERIA To edit the parameters for (name, search terms, sources and so on): 1. My Research. Click the My Research tab, then click Alerts (Scheduled Searches). 68

69 CHANGE THE SEARCH CRITERIA continued 2. Edit. Click the Edit link next to the search that you want to modify. 3. Save. Click Save when you have finished changing the search criteria. DELETE AN ALERT To delete an alert: 1. My Research. Click the My Research tab, then click Alerts (Scheduled Searches). 2. Delete Selected. Select the check box next to the alerts that you want to delete, then click the Delete Selected Alerts. 3. Confirmation. A confirmation screen appears. Click OK to permanently delete the alert. 69

70 SET UP A DAILY CASES ALERT Click on Set up a daily cases alert at the top right hand corner of the Home page, or click on the setup button under My Research to set up this function. Use this form to create daily cases alert by Alert me on: Create alerts on any subject areas by selecting the checkboxes. 70

71 SET UP A DAILY CASES ALERT continued 2. Mouse hover. Hover your mouse over a subject area, and a popup display will show the underlying terms contained in this alert. 3. Give a name to this alert. To help you keep track of which alerts you have set up, give a name to this alert. 4. Send this alert to the following address(es). Input up to 3 addresses by using a semicolon between each address. Create more alerts if you need to send more. 5. How often would you like to receive this alert? You can choose to receive it Daily, Weekly or Monthly. Specific days and times can be selected as well. 6. Results format. Select results in Expanded list with catchwords, or Full text in Word document. Example of expanded list with catchwords: FONG ANNE ( 方安妮 ) v HONG KONG ADVENTIST HOSPITAL - [2010] HKCU 1374 HKCFI 22/06/2010 Hong Kong Cases Unreported Employment -- Termination -- Whether employee dismissed -- Employment benefits -- Whether continuity of employment broken -- Stand-by duty... To J in Court HCLA 33/ May 2010, 22 June 2010 Employment Termination Whether employee dismissed Employment benefits Whether continuity of Save. Click Save to finish setting up a daily cases alert. 8. Cancel. Click Cancel to clear the form and input required information again. 71