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Casemaker Weekly - June 28th

Wednesday, June 28, 2017  
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Make a Note of it.

You can add notes to any document you find in Casemaker. The note is unique to your account and cannot be seen by anyone else. When you are viewing a document you can add a note by clicking the “Notes” dropdown in the light gray bar and then selecting “Add Note.” A new window will appear and you can type in what you wish. Once you are done typing click save. The note is the stored at the top of the document. You can use the same notes menu to determine if notes or visible or hidden. Clicking the pencil icon on the note will allow you to edit the note and to delete it permanently click the “x” icon.

 

Search Operators in Casemaker

Casemaker has a number of search functions that allow you to create complex searches to locate the information you are looking form. Let’s have a quick review of them!

AND searching – Example: Contract Binding

To perform the AND search, simply leave a space. Casemaker sees the space as the AND operator. Our example will give us documents that have the word contract as well as the word binding.

OR searching – Example: alimony OR support

Using OR as the operator will find documents that use either word in the query. In our example, this query will pull up documents mentioning either alimony or support anywhere in them.

NOT searching – Example: property NOT commercial

Using the NOT operator will tell the system to find the documents that mention the first term but do not mention the second. In our example, the query will pull up documents that refer to property but do not mention the term commercial

Grouping searching – Example: (alimony OR support) AND divorce

This would be the one case where you should use the word AND in Casemaker. Using the parentheses tells the system we want to group these queries. In this example, the system will return documents that mention alimony or support but also mention divorce.

Phrase searching – Example: “right of way”

This search type tells the system to treat everything in the quotations as if it were one search term. In our example, this means it will only pull cases that mention right of way but not cases that mention the words right, of and way by themselves.

Thesaurus searching – Example: ~parole

The thesaurus search not only locates your search term but also words with the same meaning. In our example query, the search will pull up documents that mention the word parole as well documents that mention any synonyms of the word parole.

Suffix searching – Example: run*

This search will pull up documents that mention terms that begin with the letters prior to the asterisk. In our example, the query will find documents that mention not only run but also any words that start with run such as runner, runs, running and so on.

Proximity searching – Example: tax w/10 property

This search will pull up documents that mention your first term within the number of words you specify of the other term. In our example, this will bring us documents where tax is mentioned within ten words of the term property.

 

Follow Casemaker for Tips and more!

Do you tweet? Facebook? So does Casemaker! You can follow Casemaker on social media to get information about new features, quick tips, and tricks, as well as information about upcoming training sessions. Visit https://www.facebook.com/casemakerlegal/ and Like Casemaker on Facebook and https://twitter.com/casemakerlegal to follow Casemaker on Twitter!

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