how to become better on Lexis Forum

[yellowjacket2012]

Does anyone here know of a resource that I can read - or a system that I can adopt, that will enable me to become a much quicker/more efficient searcher on Lexis? (I am convinced that the legal research I do for my firm can be done in a third of the time I take, if I only knew how to use the "best" search terms). I've used some tips like "start from the abstract" and go narrow, or the other way - go for the bullseye and abstract out - but this is all anecdotal and neither system seems to work for me too well.

I know the question might sound like there's no answer, other than "get smarter" - but I've used some quirky "systems" for typing faster, reading faster, etc. etc. - and they've all worked really well. Hell I've even used something that improved my short-term memory drastically, although I don't remember what that system was called (hah).

If your law school, or firm, has any resource available to become a quicker researcher - I would really appreciate it. Many of my assignments have very short deadlines (2-3 hours), and I've often come up short - only to discover that certain case law is on point a day later.

[FLS08]

Call the Lexis rep after your first few attempts and have them tweak the search query for you. Also consult someone who is better at research and see how they construct searches. Other than that, it's just practice practice practice.

[General Tso]

they have tutorials

[kimber1028]

I highly suggest the tutorials. For better searches, there's a list at the bottom of the search page with terms and connectors you can use. The Lexis attorneys available through Live Help are really efficient and can often find what you're looking for if you ask. If you have a statute or case on point at the beginning of your research, sometimes the best way to find additional authorities is to Shepardize the citation you already have.

[yellowjacket2012]

So my understanding is that the helpline (1-800-atlexus) or whatever, is an attorney on the other end. I'm presuming they're employed by Lexis. They must be research monsters. Maybe I should've spent my 1L SA working for Lexis, lol - oh wait, they would've rejected me.

[king3780]

This isn't directly answering your question, and it might be because my Lexis/WL skills are meh, but I find the annotated codes extremely useful for coming up with relevant case law fast.

I second this. Useannotations following codes, rules and statutes... and once you get that first case or two on point it all falls into place.

[leobowski]

It all fell into place for me when I figured out how to use West's key system along with the search connectors. It was more of a self-taught process for me, but the tutorials may be helpful for you.

[ak362]

This isn't directly answering your question, and it might be because my Lexis/WL skills are meh, but I find the annotated codes extremely useful for coming up with relevant case law fast.

+1. Also, the secondary law encyclopedias are great, as well as state law digests (e.g. the D.C. Digest has been tremendously helpful). CJS and AmJur can also be useful, as well as ALR -- though if you're restricted to one jurisdiction, then less so (unless you're looking for persuasive authority).

I personally like doing book research before online research, but maybe that's just me...? (CJS, etc. are on Westlaw, but some local secondary materials aren't... plus, easier to flip pages than to use Book Browse on Lexis/Westlaw).

[Jarndyce]

I greatly prefer Lexis over Westlaw, but I always start with a digest or ALR. Sometimes, you will get some good cases. Usually not.

Sometimes, the best thing to do is just start typing search terms and hope you get lucky. Use the "!" feature, which gives you all the words starting with a phrase (example, "tort!" would get you tort, torts, tortious, etc.). Also use the w/ feature, which gives you all the cases which have phrases within x words of each other (example, "breach! w/2 contract!" gets you breach of contract, breaches the contract, contract breach, breaching of the contracts, etc.). These two functions are really helpful.

Maybe you knew all of this already, but if not, I guarantee that those two features will greatly improve your Lexis efficiency.

[yellowjacket2012]

Does anyone know of a superior step #1 than Chisum for patent related stuff?

[underdawg]

it's not like i'm very good, but unless it's a proposition that i already know is definitely true, i always google first.

i usually come up with good first search or first locate terms, so i know that any relevant case would have to be in there somewhere. what do you guys do to narrow it down further? once i just scanned through the search term results of 100+ cases because it was a federal survey. after that, it seems that i just end up using "/s" or "/p"

when i call westlaw, they never have any better idea than me. and they are usually obsessed with using fancy connectors that never help me out. treatises, when available, definitely are good for finding good cites. the only time westlaw reps help are when i call with a "um so where's the ____ feature?"

i guess this was mostly a rant. also what is frustrating is that federal cases often have the best summaries of a certain state's law--sometimes NY state courts don't even bother reciting a bunch of stuff because it is their own law they're using while SDNY often has a paragraph or two summary of NY state law. but i think we're supposed to keep costs down or something.

[underdawg]

they have tutorials

the tutorials are aimed at getting you hooked on feature$ that really are often useless

they don't headnote the more obscure cases for example

[Posner]

100% agree with underdawg. I've never found the reps to be terribly helpful except for academic assignments. It can't hurt as a last resort, but I wouldn't waste much, if any, time with them.