The Lexis HK Service A GUIDE FOR LEGAL PROFESSIONALS 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
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CONTENT SPECIFIC SEARCH FORMS ‐ COMMENTARY Sources Source Information Search Terms Connectors Help Search Within Headings Reference to Legislation Reference to Cases 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 ‐ NEWS Sources Source Information Search Terms Connectors Help Article Title Author Article Citation Clear Form Search
CONTENT SPECIFIC SEARCH FORMS ‐ DICTIONARIES Sources Source Information Search Terms Connectors Help Article Title Author Article Citation Clear Form Search
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CONTENT SPECIFIC SEARCH FORMS – ANY OTHER CONTENT Sources Source Information Search Terms Connectors Help Article Title Author Article Citation Clear Form Search
PRACTICE AREAS 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 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
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SEARCHING – DEVELOPING A SEARCH Terms and Connectors Precision Search Command Date Restriction
BROWSING WORKING WITH RESULTS 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 ‐ EMAIL Source Terms Send As Email Format Email 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
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DELIVERY OPTIONS – CREATE ALERT Save As Run This Delivery Options Send As Save Cancel
DELIVERY OPTIONS – CHANGE THE SCHEDULED SEARCH My Research Settings Save
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
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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.
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SIGNING‐IN Establish an Internet connection and enter address www.lexisnexis.com/hk/legal
1.
Type your User ID and Password.
2.
Click
3.
You can choose to use sign in/out.
4.
at for recommendation on possible factors that may affect performance using the LexisNexis services – Click hardware processor, RAM, connection method, modem, LAN connection, browser etc.
for information on how to complete the sign‐in or contact information should you need assistance on
Should you forget your password or need assistance to reset your password, please contact Hong Kong Customer Service via hotline (852) 2179 7888 or email at
[email protected]. 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.
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OVERVIEW OF RESEARCH TOOLS – HOME PAGE
This Home Page is divided into five principal parts: 1. Search Hong Kong and All Jurisdictions 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. My bookshelf is represented by the list on the right hand‐side of the Home page. Click on the link to ‘Customise My Bookshelf’ below the title to My Bookshelf. This will take you through to a screen where you can edit your bookshelf with your individual content type listed along the top. If you wish to remove a source from the bookshelf, highlight the source that you want to remove and click the button ‘Remove’ at the top. Finally, click ‘Done! Go Back’ to finish editing your bookshelf. If you wish to add a source to the bookshelf, click ‘Add Source’ at the top left hand corner and find the source(s) you want to add by browsing or searching on the left‐hand‐side source menu. Check the desired source(s) and click ‘OK‐Continue’ to add your source(s) to the bookshelf. 3. Subscription‐sensitive Links. Click the corresponding links across the top of page to access additional LexisNexis applications depending on respective service subscription. 4. Top Navigation Bar. Click the corresponding links across the top of page for sign‐out, preferences, online help and CaseBase Signals help. 5. My ID. Click the My ID link 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
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QUICK SEARCH FORM Quick 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 button shall change to pink.
to run a query. Note that when the respective edit box of the Search button is in focus the button colour
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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 News Dictionaries Any Other Practice Content Areas
SUBSCRIPTION‐SENSITIVE LINKS
This panel provides links to additional LexisNexis services Chinese News and Lexis CN (PRC content) 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.
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. Alerts. Click Set up a daily cases alert to create a summary of updated cases that will be sent to your designated email addresses every day. 2. Preferences. Click Preferences to change your login password, time zone, or results display settings. 3. 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. 4. History. Click History to retrieve research history of the last 30 days. 5. Click the Log 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.
6.
Click or mouse over the icons for more information about CaseBase signals
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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.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
3.
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
4.
Citation. Locate a case where you know the case citation. Example: To locate the case with citation “[1987] AC 871”, just type: [1987] AC 871
5.
Period. Limit your search by Judgment date by using any one of the following choices
next to the source name.
create your own restrictions under Specify from/to dates
or
6.
Catchwords/Summary. Find words in the catchwords, headnote or summary of a judgment.
7.
Words and Phrases. To locate cases where a word or phrase has been judicially considered or defined.
8.
Court. Use this field to restrict your search to a particular court by entering the court code.
9.
Judge. Find cases heard by a particular judge. Example: To locate case heard by judge “Jones": Jones
10. Representation. Find cases where a specific barrister, solicitor or firm acted. 11. Case Analysis. Click the link next to source name CaseBase Hong Kong/CaseBase Australia and New Zealand to construct searches using Connectors and entering search criteria into the various fields provided. under the source names Hong Kong Cases or Hong Kong Family Law Reports. The user is 12. Browse Cases. Click the link 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.
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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.
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.
4.
Click this link construct a search term.
5.
Legislation Title. Type in all or part of the name of the particular piece of legislation or instrument Example: Trade Mark
6.
Part or Schedule. If you are searching for a particular provision, enter the number in the box provided Example: 52
7.
Legislation Type. Select the type from the drop‐down list Miscellaneous Instruments.
8.
Defined Terms. To find whether a term has been defined statutorily, type the term or phrase in this box.
9.
Browse Legislation. Click the link under the 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.
on the Home Tab for more information on using connectors to
to limit your search to Acts, Subordinate Legislation,
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COMMENTARY Use this form to search within your subscribed commentary sources. 1. Sources. Select which source you like to search subscribed sources. Click from the respective edit box to display the drop‐down list of sources as per sample below.
2.
Source Information ‐ To learn more about the publishing information of a source, click the information icon
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.
4.
Click this link construct a search term.
5.
Headings. To find your search term(s) only within headings in the source, enter the term(s) in the Commentary Headings panel.
6.
Ref. 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.
next to the source name.
on the Home Tab for more information on using connectors to
a. b.
Example: (for a section of legislation), enter cap 132 and 2. Example: (for a legislation title), enter bill of rights ordinance.
7.
Ref. 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. a. Example: enter sky alliance.
8.
‐ Click this link to reset the form with default settings.
9.
‐ Click this button to run a query.
10.
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.
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FORMS Use this form to search within your subscribed forms and precedent sources. 1. Sources. Select which source you like to search. Click from the respective edit box to display the drop‐down list of sources as per sample below.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
4.
Click this link a search term.
5.
Form Number. If you know the number of the specific form you are looking for, you may enter it in this field.
6.
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.
7.
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.
8.
Reference to Cases. Enter the name of one or more of the parties in the References to Cases box.
next to the source name.
on the Home Tab for more information on using connectors to construct
Entering both parties will result in a more specific search ‐ remember to connect the two names using connector = and. 9.
‐ Click this link to reset the form with default settings.
10.
‐ Click this button to run a query.
11.
Browse Forms. When using this link under 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.
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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.
next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
4.
Click this link a search term.
5. 6. 7. 8.
on the Home Tab for more information on using connectors to construct
Article Titles. Use this field to enter key words of the article title that you require. Separate multiple terms with connectors. Author. Use this field to search for articles by a particular author. 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 Journals. When using this link under source name of journals and the button to collapse the drop‐down list of journals. 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.
9.
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NEWS Use this form to search within your subscribed news 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.
next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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. All news sources accessed by the Quick News Search form undergo the indexing process. They are analyzed for industries, subjects discussed, and geographical locations identified. When a known term or variation of it is found, the standardized index term for it is placed in a special terms segment of the document.
4.
Click this link a search term.
on the Home Tab for more information on using connectors to construct
‐ Click this link to reset the form with default settings.
5.
‐ Click this button to run a query.
6.
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DICTIONARIES To search within dictionaries: 1. Enter your search terms, using connectors to show the relationship between the terms. Note: if you type two or more terms (without using a connector) the search engine will assume you are searching for an exact phrase. For example, civil procedure will find the exact phrase ‘civil procedure’ not the 2 words separately.
2. 3.
Click the Search button to perform your search. You may also click the ‘Browse Selected’ to browse the table of contents in the dictionaries. Depending on the source, these could include volumes, chapters, titles or documents.
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ANY OTHER CONTENT In 'Any Other Content', you can access all the available and subscribed sources of Lexis HK.
1.
To explore the Source Directory, click 'Find Sources' or Browse Sources' in the tab of 'Any Other Content'.
2.
Browse for suitable sources or use ‘Find a Source’ to look up specific publications for your research.
3.
Select one or more sources by activating the checkbox in front of them.
4.
Use the information icon
5.
As soon as you are finished with your selection you can save the source as a favourite if you want to use it several times. Select the box ‘Save as a favourite’. You can also name your selected sources.
6.
Click on ‘OK ‐ Continue’. The source will immediately be available for your research on the search form.
7.
Enter your search terms into the form and start searching.
to get a source description.
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PRACTICE AREAS COMMERCIAL LAW Use this form to search within your subscribed Commercial Law sources. 1. Sources. Select which source you like to search. The default setting is to search by all sources within the Commercial Law module. next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
4.
Click this link 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.
on the Home Tab for more information on using connectors to construct
6.
‐ Click this button to run a query.
7.
Browse ‐ 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.
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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. The default setting is to search by all sources within the Criminal Law and Procedure module. 2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
Click this link a search term.
3.
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.
next to the source name.
on the Home Tab for more information on using connectors to construct
4.
‐ Click this button to run a query.
5.
Browse ‐ 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.
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INTELLECTUAL PROPERTY Use this form to search within your subscribed Intellectual Property sources. 1. Sources. Select which source you like to search. The default setting is to search by all sources within the Intellectual Property module. next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
Click this link a search term.
3.
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.
on the Home Tab for more information on using connectors to construct
4.
‐ Click this button to run a query.
5.
Browse ‐ 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.
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LAND AND CONVEYANCING Use this form to search within your subscribed Land and Conveyancing sources. 1. Sources. Select which source you like to search. The default setting is to search by all sources within the Land and Conveyancing module. next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
Click this link a search term.
3.
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.
on the Home Tab for more information on using connectors to construct
4.
‐ Click this button to run a query.
5.
Browse ‐ 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.
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LITIGATION Use this form to search within your subscribed Litigation sources. 1. Sources. Select which source you like to search. The default setting is to search by all sources within the Litigation module. next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
Click this link a search term.
3.
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.
on the Home Tab for more information on using connectors to construct
4.
‐ Click this button to run a query.
5.
Browse ‐ 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.
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TAX AND ACCOUNTING Use this form to search within your subscribed Tax and Accounting sources. 1. Sources. Select which source you like to search. The default setting is to search by all sources within the Tax and Accounting module. next to the source name.
2.
Source Information. To learn more about the publishing information of a source, click the information icon
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.
Click this link construct a search term.
3.
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.
on the Home Tab for more information on using connectors to
4.
‐ Click this button to run a query.
5.
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.
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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 one searchable word S198 one searchable word S 198 two searchable words A hyphen is treated as a space, so a hyphenated word is seen as two words. Examples: Email one searchable word E‐mail two searchable word E mail 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 would not find bonuses Child would not find children Note: Use the OR connector in these instances, for example child OR children, or use a wildcard.
AND The AND connector finds your search terms within the same document. Examples: assault AND robbery find the words “assault” and “robbery” armed robbery AND weapon 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 find the word “lawyer” or the word “counsel” or both takeover OR take over 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 find “fraud” within three words of “taxation” airport W/5 noise W/5 abat! 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 find “rule 11” within the same paragraph as “sanction” take over OR takeover W/P hostile find “take over” or “takeover” within the same paragraph as “hostile”
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W/S Use the W/S connector to find documents with search words that appear within the same sentence. Examples: rule 11 W/S sanction find “rule 11” within the same sentence as “sanction” (take over OR takeover) W/S hostile find “take over” or “takeover” within the same sentence 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
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 (*).
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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 or 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) ENTER: acquired immune! OR allcaps (aids) To search for mentions of an aid ENTER: nocaps (aid) To search for Aid as a title with the first letter capitalised 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 ENTER: serv! W/3 plural (summons) To limit your search to the singular form and to search for an additional item such as job discrimination 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 20 2007 Is Select an exact date e.g. Jul 20 2007 Before e.g. Before Jul 20 2007 After Use this option to specify that your results should be after a specific date e.g. After Jul 20 2007
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. ) or Download ( ) your results. 5. Click at icons to Print ( ), Email ( 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, email or download
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OVERVIEW OF RESULTS PAGE FEATURES 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. 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 button to return to the original display. 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. 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. ) or Download ( ) your results. 7. Delivery Options. Click at icons to Print ( ), Email ( 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. 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. 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.
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OVERVIEW OF DELIVERY OPTIONS From the Results page or from the Table of Contents, select documents and click at icons to Print (
), Email (
) 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. 6. Document Range. Select the appropriate option to print: Current Document This option is available only if you are currently viewing a document in Full. All Documents Select this option to print all documents. Selected Items 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). Tagged Documents 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 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. End Page 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. Each Document on a New Page 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. Hide Annotations 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.
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EMAIL Email all or selected documents to one or more Email addresses. Use the Email Documents form (pictured below) to email your Lexis HK research documents via Email. Check with your company’s system administrator if this Email 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 Email. 4. Email Format. Select the format in which you want to Email your documents. (The last format chosen is the default on subsequent requests.) a. Word .DOC / Microsoft® Word b. HTML Your Web browser c. Text .TXT / Generic word processor using Text Only format – Note: Bold, italic, and underlined fonts are not available in .txt file format. d. Generic .RTF / Generic word processor using Rich Text format – Generic (RTF) format is not available for the inline text option. e. PDF .PDF / Adobe (please note that this PDF document is not equal to the PDF image of some cases/document) 5. Email Address. Type the recipient’s Email address in the box provided (
[email protected]). 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 Emailed documents. The note will appear at the top of the documents, with other information, such as the time of the Email request, search terms etc. 8. Document Range. Select the appropriate option to print: a. Current Document This option is available only if you are currently viewing a document in Full. b. All Documents Select this option to email all documents. c. Selected Items Type the document numbers you want to email. You may type single document number (separated by commas) or a range (e.g. 1, 3‐5, 9). d. Tagged Documents If you tagged documents in your list to be emailed (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: a. Cover Page Select the Cover Page option to include a cover page with b. your document set, with information such as the time of request, document requested, and number of lines. c. End Page 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. d. Each Document on a New Page e. 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. f. Hide Annotations Select this option to hide annotations in your document set. g. Font Options. Select the font options to specify how you want your printed documents to look. 10. 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. 11. Courier is best for tables, financial reports and other types of content that don’t display well with varying font widths. 12. Send. To begin emailing your documents, click the button. 13. Cancel. To return to your results without emailing, click the button.
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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.) a. Word .DOC / Microsoft® Word b. HTML Your Web browser c. Text .TXT / Generic word processor using Text Only format – Note: Bold, italic, and underlined fonts are not available in .txt file format. d. Generic .RTF / Generic word processor using Rich Text format – Generic (RTF) format is not available for the inline text option. e. PDF .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. a. Document Range. Select the appropriate option to print: b. Current Document This option is available only if you are currently viewing a document in Full. c. All Documents Select this option to download all documents. d. Selected Items 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). e. Tagged Documents 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. f. Page Options. Specify the page options to be used with your downloaded documents: g. Cover Page 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. h. End Page 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. Each Document on a New Page Select this option to begin new document in your results on a new page. Otherwise, each new i. document begins on the same page that the previous document ends. j. Hide Annotations Select this option to hide annotations in your document set. k. 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. l. Download. To begin downloading your documents, click the button. m. Cancel. To return to your results without downloading, click the button.
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CREATE ALERT Create an alert to send new daily results to any designated email 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 email alert. Check with your company’s system administrator if this email method is not available to you. You may set up an alert emailing to three recipients at a time.
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1.
Save as. Give a name to this alert.
2.
Schedule. Select how often you want to run the search.
3.
Delivery options. Enter an email address to specify where you want the results to be sent, or choose to view the results online only. For example,
[email protected].
4. Send as. To receive your results in an email, specify your notification and results format preferences. Example: Choose to receive an HTML inline text displaying the results as a List. button.
5.
Save. Click the
6.
Cancel. To return to your results without saving, click
.
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CHANGE THE SCHEDULED SEARCH To change the schedule for a search:
1. 2.
Alerts. Click the Alerts and then click
Settings. Under the Settings column, click the Change link next to the search that you want to modify.
3.
Save. Click
when you have finished changing the schedule.
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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 email. 1. Alert me on: Create alerts on any subject areas by selecting the checkboxes.
2.
Mouse hover. Hover your mouse over a subject area, and a popup display will show the underlying terms contained in this alert.
3. 4.
Give a name to this alert. To help you keep track of which alerts you have set up, give a name to this alert.
Send this alert to the following address(es). Input up to 3 email addresses by using a semicolon between each email 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. 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 33/2009 6 May 2010, 22 June 2010 Employment Termination Whether employee dismissed Employment benefits Whether continuity of ... 6. 7.
Save. Click Save to finish setting up a daily cases alert. Cancel. Click Cancel to clear the form and input required information again.
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Need help with Lexis HK service? Call Hong Kong Customer Service for assistance: (852) 2179 7888 Email:
[email protected] Office Hours: Mon‐Fri / 9:00am‐5:30pm
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