Lesson Two - Analyze

Sorting determines how spreadsheet rows are visually displayed. For example, when you create a new case the Facts spreadsheet defaults to a Date & Time sort with facts listed in chronological order.

To sort the fields in your spreadsheet, right-click on the field header (title), and then click Sort Ascending or Sort Descending. Please note that some fields in CaseMap, like the 10,000-character description fields, cannot be sorted.

If necessary, you can use multiple fields to sort your spreadsheet view. For example, you can sort the Questions spreadsheet first by the persons to whom questions are assigned and then by the date an answer is due. You must use the Advanced Sort dialog box to create a multi-column sort. Open it by selecting Advanced Sort on the Editing menu on the Home ribbon.

For more information, see About sorting, Changing the field sort order, and Sorting multiple fields.

Filtering allows you to choose which records are in view on a spreadsheet. For example, you can filter the Facts spreadsheet so only undisputed facts display. You can use the Instant Filter feature to run most filters. Or use Guided Filter on the Records > Filter menu. CaseMap includes a number of useful searches for every spreadsheet on the menu and on the My Saved Searches fly-out menu. To learn more, see About Filtering.

When you run a filter, a Search Results bar displays above the spreadsheet identifying what filter(s) are currently being using to display case records. The Search Results bar also has Cancel Search and Save buttons. Clicking Save opens a dialog for naming the search. After naming it and clicking OK, the saved search is accessible by clicking the Search button and then clicking My Saved Searches.

CaseMap offers the following search tools:

The filters you find on the Editing menu on the Home ribbon are similar for each spreadsheet. For example, on the Editing menu for Facts you can search for facts linked to people or documents, linked to issues, containing text, or added in the last day, week, month, or quarter.

Filters saved to the My Saved Filters menu provide specific searches that are relevant to facts. Any searches you run and save are added to the My Saved Filters menu. Running a saved filter will cancel any filters that are in place before executing the saved filter.

CaseMap allows you to quickly search case data because it automatically creates a comprehensive index during the import process. You can search and locate all instances or "hits" of your search terms in spreadsheet records, linked files, and annotation notes.

Search terms can be more than one word. They can also be numbers, text phrases, or a combined use of terms and search operators. A search term is typed into the Search field with results displaying in the Search Results navigation pane and in the Search Results spreadsheet pane.

You can click on each spreadsheet listed in the Results pane of the Search Results navigation pane to view only those records and linked files that contain your search terms. Search hits found in linked files can be viewed in CaseMap's DocManager file viewer. Search hits found in annotation notes can be previewed in the Search Results spreadsheets pane and viewed in full in DocManager. For more information, see Viewing search results.

There are two levels of searching in CaseMap:

For more information, see Running basic searches.

Advanced searches can be run in the Full Text Search dialog box, which also allows you to restrict the spreadsheets you want to include in the search.

For more information, see About full-text searches, Using search operators, and Running full-text searches.

To learn more about searching, see About searching.

# fields all begin with a number or hash mark symbol. These fields count the relationships between different types of case elements in a case and display the resulting count (67 facts linked to Fraud issue). # fields also help you explore the connections between facts and issues, between objects and issues, and between facts and objects. When you use short names, CaseMap automatically updates entries in many of the # fields.

To see or print a list of the items you've linked that CaseMap has counted, double-click the number in a cell. A List dialog box displaying associated records. You can also print or export this list for reference.

To learn more about # fields, see About spreadsheet fields and click the # fields count links between case elements drop-down.

CaseMap has three spreadsheets for you to use in compiling and analyzing research:

Start with the Authorities spreadsheet to list case law, statutes, regulations, rulings, and articles that you want to reference. Then extract passages that you want to track and copy them to the Extracts from Authorities spreadsheet.

To learn more, see About research, Entering research, and Analyzing and linking research.

If you are using LexisNexis research content as part of your workflow solutions portfolio, you can import authorities from your Internet Explorer web browser with a Send to CaseMap feature. To learn more, see About online research.

When you have a passage in a case you have located at www.lexis.com that you want to add to your open CaseMap case, highlight in your Internet Explorer browser, then right-click the selected area and click Send to CaseMap.

During the import process, the selected text will be added to Extracts spreadsheet and the source document will be added as a new record on the Authorities spreadsheet. To try this, see Using online research tools.

About the Quick Start tutorial

Introduction - Why CaseMap?

Lesson One - Organize

Lesson Three - Report