Settings in Lexis+

If you are interested in changing the default settings to enhance your Lexis+ experience, these are my recommendations for librarians and information professionals.

You’ll find Settings under the more drop-down list, the 3 dots in the global navigation bar:

Settings are divided into 5 tabs:

1. Global
2. My Account
3. Notifications
4. Appearance
5. Lexis+
   
   

Global

• Starting product – The default is Lexis+, you can change that to another product using the dropdown menu in the box. Your change takes effect the next time you sign into the product.
• Filter criteria
  • Choose which jurisdiction, location, or courts to display first. My recommendation is to leave these blank, since librarians usually search various topics at any given moment.
  • Sort by – the default is Number of results. My recommendation is Alphabetically because I find it easier to read through the listings in the filters when they are in alphabetical order.
• Search results
  • Results number – the default is 10 which helps the page load faster. My recommendation is 50 because I prefer to see as many results as possible to help me determine my next move.
• Content order – this setting allows you to change the sort order of results depending on the content.
  • Relevance is the default Sort by setting for all content.
  • You can select the content you want to change; and continue adding content types to reflect your preferences.
  • My recommendations
    • News – change to Date (Newest – Oldest)
    • Legal News – change to Date (Newest – Oldest)
    • Dockets – change to Date (Newest – Oldest)
    • US SEC Filings – change to Date (Newest – Oldest)

My Account

• You can reset your password at this tab.

Notifications

• Shared items – You can indicate when you want to be notified of changes to any items you have shared within the Lexis+ system.
• Dockets – you can choose this option if you want to be notified when a docket has been updated.
• Delivery requests – you can select if you want to be notified of any delivery challenges.
  • My recommendation – select notifications if
    • A request takes longer than 48 hours to complete
    • A request is over the page limit

Appearance

• Text Display
  • Document view
  • Search results view
  • My recommendation – make changes depending on the screen size you have, the amount of light, and other factors that impact your ability to easily read the text.

Lexis+

• Starting product – select which Experience you want to be your landing page.
• Search
  • Search suggestions
  • My recommendation – select all the Groups
    • Company
    • Sources
    • Documents
    • Legal Phrases
    • Suggested Questions
  • Search criteria
    • Requirements
    • My recommendation – select both
      • Included legal phrase equivalents with search
      • Recognize and use legal entities when performing a search
  • Preferred search type
  • My recommendation is Expanded – Show results that contain at least one search term
• Filter criteria
  • Requirements – my recommendation is to not select either of these options
• Search results
  • Display this type first by default
    • The default is Cases, my recommendation is to change this to the content you tend to search the most. For me, that is News.
  • Case law (does not apply in condensed view) – my recommendation is Overview and Terms to reflect my preferred use of Boolean logic.
  • Other categories – my recommendation is Terms, Search terms in context to reflect my preferred use of Boolean logic.
• Recently viewed
  • Mark recently viewed items (Does not apply to public records)  – my recommendation is to turn on this feature.

And you no longer need to scroll down and select “Save Changes to Settings & Close” for changes to be applied. Your changes are now automatically saved. 

If you have any questions, please contact your Knowledge & Research Consultant or account team.