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Technology Tip: Casemaker vs. Casemaker4—Here's the difference

Posted By Danielle M. Hall, 20 hours ago

Hopefully after last week’s post you took an opportunity to test drive Casemaker4.  This week we take a deep dive into the upgraded platform.

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The Search Bar has been improved as well. You can still perform searches from the homepage by putting in your search criteria and then choosing the jurisdiction and compilation you wish to search. Search tips, advanced search, and recent searches, however, can all be accessed with just a click. The search bar also now offers a type-ahead feature. You can begin to type a citation, party name or keyword and Casemaker will offer suggestions based on what you are typing. The search bar is always with you and it knows where you are in the content. For example, if you are in a state’s admin code, and perform a search, Casemaker will automatically search within the admin code for your query without having to select it from the Jurisdictions and Compilations menu. 

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In Casemaker 4, you can now open multiple documents in different tabs. Next, to the title of a document, you will see an icon with an arrow, click on this to open this document in a new tab.  Casemaker has also made parallel citations much easier to find. They are now color-coded to particular reporters and can be seen at the top of the case as well as throughout the document.
 
The notes section has been upgraded as well. From the notes section of the My Accounts page, you can now access all your notes in one place. The notes can be set to be displayed on the documents where they were created or hidden if you prefer. You can see the documents you have added notes to, as well as the note that you added, and edit those notes, all from the notes page.
 
Lastly, Casemaker 4 now offers a brand-new feature to its users, The Alert System. Our Alert System allows users to set up an email alert for a search query, or document. A search alert will send a notification when a new document meets the criteria of that query. The tracking alert will notify you when a document is updated or cited.  This feature comes in handy if you would like to monitor any statutes and wish to see if they are modified, updated or used in any other cases. Similar to Case Digest, you can view your alerts in your email, or have it set in your alerts section on Casemaker4. You can set up these alerts from the navigation bar, as well as from the search results or document pages. 
 
Still uncertain? Web-based training is available! You can click the webinar link in the upper right of the Casemaker4 system. Training videos are available at the Video link as well. 

 

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Tags:  Author: Danielle M. Hall  breadcrumbs  browsing  Case Digest  Casemaker4  Citecheck  libraries pages  navigation 

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Technology Quick Tip: Still haven't tried Casemaker4? NOW is the time to take it for a test drive.

Posted By Danielle M. Hall, Tuesday, June 30, 2020

Did you know that with your KBA membership you get access to the legal research tool Casemaker through the KBA website? Also, did you know Casemaker has upgraded its platform to Casemaker4? If you are still using the old version of Casemaker, now is the time to become familiar with the upgraded version. To start using Casemaker4:

1.     First, go the Kansas Bar Association website at ksbar.org. To begin using Casemaker, click the Casemaker link in the menu items. 

2.     Click Login Now.

3.     Enter your username and password, then click Sign In.

4.     Click, Click here to log into Casemaker.

5.     On the Casemaker homepage, in the left-hand corner you will see, the option to Click here to try the new Casemaker 4. Click the option and you will be taken to the new platform for a test drive.

Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  KBA membership  legal research 

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Casemaker Tip: Tutorial Videos

Posted By Danielle M. Hall, Tuesday, February 18, 2020

You may be a bit hesitant to use Casemaker4, since changing to a new system can be a bit overwhelming. The improvements, however, make it worth it. With the newest version of your KBA member benefit, Casemaker has updated the homepage, improved the search, added an alert system, and have given users the ability to customize the interface to more suit their individual needs. Are you looking to learn more about Casemaker4 before committing to the change? If so, there are tutorial videos available within the Casemaker system that can be helpful.

Once you log in to the research tool through the KBA website, you will be prompted to try Casemaker4. If not prompted, you will find this option on the lower left hand side. Once in Casemaker4, you can click on the Videos link in the upper right. Here you can review a tutorial overview that covers all you need to get started with Casemaker4. 

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Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  tutorial  video tutorial 

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Casemaker Quick Tip – Folder

Posted By Danielle M. Hall, Tuesday, December 10, 2019
Updated: Tuesday, December 10, 2019

Like its predecessor CasemakerLegal, Casemaker4 also allows you to store documents you find over the course of your research. Using the Folders feature, you can access your documents from anywhere you have access to the internet—saving hard drive space and paper. 

First, create a new folder.

You can create a folder at any time by clicking on the folder link in the upper right or the Folder menu option under the My Account menu. In addition, if you are on the document you wish to save, you can click the Save to Folder icon and type a name for your folder into the New Folder field and click the + button. 

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You can save to your folder at any time.

Just click the Save To Folder icon from the Document Toolbar, choose your folder, and click Save. If you prefer to drag and drop simply click the Folder icon, and this time choose the folder you would like to use and click ok. This allows the icon to represent the folder you have chosen. Next click and drag the title of the document to the grey toolbar area. Your chosen folder name will appear, and you can drop the document title on top of it. 

To view the contents of a folder, click the Folders link in the Features toolbar or the Folders option under My Account.

Once there, on the left of your screen is a listing of all of your folders. Clicking your folder will display its contents in the central area of the page. Once the folder is open you have the opportunity to move, rename, or delete the entire folder using the options menu at the top of the folders list. On the right you can use the corresponding check boxes to move an individual document to a different folder, or to add it to the print queue, print directly, download, email, or remove. If you have accidentally deleted a document, or folder, that you need, you also have access to a Trash file to recover the information. 

 

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Tags:  Author: Danielle M. Hall  Casemaker4  CasemakerLegal  folders  how to save documents in Casemaker4  view my folder contents in Casemaker4 

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Casemaker4 Quick Tip — Alerts

Posted By Danielle M. Hall, Tuesday, November 5, 2019

This past summer Casemaker launched a redesign of their legal research system. The new platform design is known as Casemaker4. Currently, upon log-in to your member benefit, the system defaults to the prior version, Casemaker Legal. This, however, will eventually change. As a result, now is a good time to start getting familiar with the new platform. If you want to explore Casemaker4, simply click the “Click here to try the new Casemaker4” icon, which is found on the right side of your screen under the KBA logo.

 

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A new feature to become familiar within Casemaker4 is Alerts. Alerts provide you with notification of changes to search results, cases, statutes, rules and more – be it a change to the document itself, such as an updated statute, a new case citing the case or statute, new negative treatment of a case, or even new search results for a search query. You can set up alerts in multiple ways. If you are viewing a statute or case, you can use the “Add Alert” icon in the Document Toolbar. Similarly, if you wish to set up an alert for a search you can use the same icon on the page of search results.  

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In addition to creating or adding alerts from the search and document pages, you can also create an alert from the Alerts page itself. After clicking the Create Alert button you have the opportunity to choose if you are creating a search or document alert type, as well as provide the description and specifications for your alert.


The Alerts tab will also provide you with a notification if there is new information or an update for an alert since your last log in. You can then use the toggles on the left of the alerts page to select what you are viewing. The pencil and paper icon next to the toggles for your alerts will allow you to make any changes you wish to make.


You can also choose to receive email notifications for updates from your alerts, in addition to the Casemaker notifications.

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Tags:  alerts  Author: Danielle M. Hall  Casemaker  Casemaker4  legal research  new platform design  search query 

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Casemaker Tip: Search Operators in Casemaker4

Posted By Danielle M. Hall, Tuesday, July 16, 2019

If you were not aware, Casemaker recently introduced a redesign of its legal research platform called Casemaker4. Currently, upon log-in to your member benefit, the platform will continue to default to the prior version. You can, however, select to switch to the new version. Eventually this default will change to Casemaker4 for everyone upon log-in. In the meantime, I suggest taking a look at the new version prior to this switch.

While there are somethings that have changed in Casemaker4 quite a few things have not. For example, you can use the same search operators in Casemaker4 that you used in previous versions of Casemaker. Let’s review them!

Search Operators

"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


"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.


"Asterisk" 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.


"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.

 

When creating searches, if you run into trouble or need a few tips Casemakers highly recommends contacting their customer support department. They have a live chat feature which will allow you to instant message the customer support team during their regular hours. You will find a link to livechat in the upper right of the Casemaker4 screen. Live chat is especially useful when you are looking for search query assistance. Casemaker’s support team can give you a sample query and you can copy and paste the search suggestions they have to offer.

Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  operators  search operators  search tips 

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