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Entering research

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When first entering research in a new case, you have options for how you may want to proceed. Review each option and decide what works best for the case and case staff. Regardless of your choice, we recommend that you first enter/import research data into the Authorities spreadsheet to list case law, statutes, regulations, rulings, and articles you want to reference. Then extract passages that you want to track and copy in the Extracts from Authorities spreadsheet. Data entered in spreadsheet cells is automatically saved as you navigate to a new cell or record.

You can enter research by:

•	Typing research data into spreadsheets (manually)

•	Importing data from a case law web site (Send To feature)

•	Importing data from research saved as PDF files (Send To feature)

Attachments linked from www.lexis Advance.com using the Send to CaseMap tool may be compromised when web site data is updated or refreshed. Additionally, links to web sites only reference the page you mark. The link does not return you to the excerpt of the authority you located.

We strongly recommend that any authorities included in your case are first saved as Adobe® Acrobat PDF files. You can store these files in network folders and attach the source file to the research record in the Research Authorities spreadsheet. You can then highlight extracts in the PDF file and send the data to the Research Extracts and Authorities spreadsheet.

1.	On the Home ribbon, click the New Record button, and then click Authority.

A blank record displays at the bottom of the spreadsheet.

2.	In the Name cell, type in the name of the authority.

3.	In the Jurisdiction cell, type in the jurisdiction from which the precedent came.

4.	In the Type cell, click on the authority type or type a new entry to add to the list.

5.	In the Citation cell, type in the citation for the authority.

You can list multiple citations if needed.

6.	In the Description cell, type in information defining the authority.

If you type using short names in the Description or Notes cells, you will link the authority to an object (people, organizations, documents, etc.).

7.	In the Notes cell, type in any additional information regarding the authority.

8.	Click the New Record button on the Standard toolbar, and then click Research Authority.

Data entered in spreadsheet cells is automatically saved as you navigate to a new cell or record.

9.	Continue entering research authority records as needed.

You can also press the Insert key on the keyboard to add a new blank record into a spreadsheet.

For information on analyzing research data and using other fields in this spreadsheet, see Analyzing and linking research.

1.	In the Case Shortcuts pane, click Extracts from Authorities, under All Shortcuts.

2.	In the Authority Name cell, select the name of the authority from which the extract is being pulled by using the drop-down list.

3.	In the Extract Text cell, type in the extract text from the authority.

You can also copy/paste extract text in this cell.

4.	In the Description cell, type in information defining the authority extract.

If you type using short names in the Description or Notes cells, you will link the authority to an object (people, organizations, documents, etc.).

5.	In the Notes cell, type in any additional information regarding the authority.

6.	Click the New Record button on the Standard toolbar and then click Research Authority Extract.

Data entered in spreadsheet cells is automatically saved as you navigate to a new cell or record.

7.	Continue entering research authority records as needed.

You can also press the Insert key to add a new blank record into a spreadsheet.

For information on analyzing research data and using other fields in this spreadsheet, see Analyzing and linking research.

1.	Log on to www.lexis Advance.com to perform the search(es) you need to run.

2.	In Lexis Advance, select the case(s) you want and then on the Cases menu, click the Email button .

The Email dialog box displays.

cm_lexisadvance_email_dialogbox

3.	Click the Basic Options tab after confirming the documents to be sent.

4.	Under the What do you want to email? area, select the Selected documents radio button.

5.	In the To field, enter the recipient's email address.

6.	In the Subject field, enter the subject/name of the email to be sent.

7.	Under the Document Type area, select LexisNexis® CaseMap® and then click the Email button .

Lexis Advance generates a CaseMap Document Package (.cmdocpkg) and a 'Delivery Complete' message when done.

The .cmdocpkg file contains document details (e.g., for case law: name, jurisdiction, citation, case summary, core terms) and a PDF of each selected document.

An email from Lexis Advance containing the .cmdocpkg file will be provided to the email recipient identified above.

8.	Open the email received from Lexis Advance, and perform one of the following:

•	Select the LexisNexis CaseMap Document Package (.cmdocpkg file) and save it to a secure folder/location on your system.

•	Double-click on the .cmdocpkg file.

The Bulk 'Send to CaseMap' Wizard displays.

The Bulk 'Send to CaseMap' Wizard is used to import research into the Research - Authorities spreadsheet in your open case. CaseMap recognizes if a document already exist to avoid duplicates in the spreadsheet.

9.	When the Welcome to Bulk 'Send to CaseMap' Wizard opens, click Next to continue.

The Launch CaseMap dialog box displays.

10.	Click the Launch CaseMap button to open the latest version of CaseMap installed on your system.

Please verify your version of CaseMap before continuing.

a.	On the Getting Started page, click on the menu.

b.	Under the Product Information area, click the About CaseMap button to display the About LexisNexis CaseMap dialog box.

c.	Click OK to close.

11.	In the Open a CaseMap case dialog box, click the Switch to CaseMap button to bring CaseMap to the forefront.

12.	In CaseMap, open the case that will receive the records.

The Please Confirm the Destination CaseMap Case dialog box displays in the Bulk 'Send to CaseMap' Wizard.

13.	In the Please Confirm the Destination CaseMap Case dialog box, verify the case receiving the records and then click Next to continue.

The Select a Destination Folder dialog box displays.

14.	Click the Browse button to select a folder where the records will be saved and then click Next to continue.

The View/Edit Field Mappings dialog box displays. It allows you to preview, edit, and/or accept the preset default field mappings.

15.	Optional: Click the Preview button to display a data preview screen, and then click Close to continue.

16.	Optional: Click the Modify button if you want to edit the default field mappings provided from Lexis Advance into CaseMap.

17.	Click Next to accept default settings and to continue.

The 'You are about to send multiple records into CaseMap' dialog box displays.

18.	Please verify the Data source and destination in CaseMap and Destination CaseMap Case.

19.	Optional: To select a different case, close this case in CaseMap and open the correct one.

20.	In the You are about to send multiple records into CaseMap dialog box, click Finish.

A Bulk Send to CaseMap message is displayed confirming the number of records that was added to the Research - Authorities spreadsheet in your open case in CaseMap.

21.

Click OK.

1.	In the Case Shortcuts pane, click Extracts from Authorities in the All Shortcuts task pane.

2.	Next, locate the authority in your case documents by navigating to research folder on your network.

3.	Double-click on the PDF file to open it in Acrobat.

4.	In Acrobat, click on the Select tool on the Standard toolbar and highlight the text you want to send to the Extracts from Authorities spreadsheet.

5.	Right-click on the highlighted text and select Send Fact to CaseMap.

You can also click the Send Fact to CaseMap button.

6.	In the Send to CaseMap – New Fact box, select the Research Authority option, then click OK.

Notice that the PDF file name automatically displays in the Authority Name field.

You can edit the file name here, if you want, before importing it into the case.

7.	In the Send to CaseMap – New Authority Extract box, click Extract Text in the Append Text Selection to field.

8.	In the Text Selection field, review the extract you highlighted in the PDF file.

Notice that the text is now enclosed in brackets, indicating a link is set from the extract record to the source file.

Notice that the file name is populated in the Authority Name field and the link’s file path displays in the Linked File field.

9.	Click on the Issue Linker bar at the bottom of the box and select check boxes for applicable issues to link this extract.

10.	When you are finished, click OK to initiate the import process.

11.	In the message prompt, click Yes to view the extract in the Research – Extracts from Authorities spreadsheet.

Notice that the new record is automatically highlighted and sorted in with case records.

12.	In the All Shortcuts pane, click the Authorities spreadsheet icon.

13.	Locate the new authority record and fill in additional field information for this record.

Click on To manually enter research in the Authorities spreadsheet and follow Steps 3-7 if needed.

14.	Click on the paperclip icon to the left of the record to verify the attachment link to the source file.

For information on analyzing research data and using other fields in this spreadsheet, see Analyzing and linking research.

About research

Analyzing and linking research

Changing research settings

Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 800.833.3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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