Lexis Advance® Alerts. Frequently Asked Questions

Lexis Advance® Alerts. Frequently Asked Questions

What is an alert?

An alert is a search you save to run automatically at intervals you specify. You can create the following types of alerts (the alert type that is created is the same as the type of search you ran):

    • Search
    • Topic
    • Shepard's®
    • Compare Search Results
    • Find Similar Documents

To set up an alert, first run a search, then select Create an alert from the Options drop-down list on the results page (or next to the alert icon at the top right of the page).

How do I create an alert?

An alert is a search that runs automatically, and notifies you of any results at intervals you specify. To create an alert, first run a search or Shepardize® a citation.

To get the best, on-target alert results, refine your search before saving it as an alert. Here are some suggestions:

    • Use search terms that are specific to your research, joined by connectors to define the relationships of the search terms.
      medical negligence OR clinical negligence
    • Avoid terms that are too general, such as "illness" or "behavior".
    • Filter your results before creating your alert. On the results page, select from the filters in the left pane to specify the jurisdiction, time frame, practice area, and so on, that you want to focus on.

When you have the results you want:

    • From your search results, select the Options drop-down list and select Create an alert, or select the alert icon at the top right of your results.
    • From a Shepard's®  report, click Create an alert next to the alert icon.

You can then specify how often you want to be notified of any results, how you want to receive the results, and other options.

You can open your alerts and review the updates from the Alerts panel in My Workspace.

How do I view the results of an alert?

To view the results of an alert,

1.  Do one of the following:

      • On the Lexis Advance™ home page, select the Alerts panel.
      • Select the Alerts link from My Workspace at the top of any page.
      • Select Go to all alerts.

2.  Select the alert for which you want to view the results.

How do I edit an alert?

You can change your selections for the following options on an existing alert:

      • Title
      • Changes the alert is monitoring for (Shepard's®  alerts only)
      • Client
      • How you want this citation to be monitored
      • How often you want to be notified of any results
      • Duration of the alert
      • Notification options
      • Sharing options


1.  On the Lexis Advance™ home page, select View all alerts from the Alerts panel, or select the Alerts link from My
Workspace at the top of any page and select Go to all alerts.

2.  Select the Edit link under the title of the alert you want to edit.

3.  When the Edit Alert box opens, make your changes and click Save.

Note: You can also select Edit alert from the Properties drop-down list on an alert results page.

How do I delete an alert?

To delete an alert you no longer want to run, follow the steps below.

1.  On the Lexis Advance™ home page, select View all alerts from the Alerts panel, or select the Alerts link from My Workspace at the top of any page and select Go to all alerts.

2.  Do one of the following:

    • Select the Delete link the alert you want to delete.
    • Select the check box for the alert you want to delete, then open the Actions drop-down list and select Delete.

3.  When the Delete Alert box opens, click Delete.

How do I share an alert with other users?

You can share alert with other users. After running a search and reviewing the results,

1. Select the Options drop-down list and select Create an alert, or select the alert icon at the top right of your results.

2.  Select the options you want in the Monitor and Deliver sections.

3.  Select Share.

4.  Enter a user's first or last name or email address to find it in the list and add it to the list of selected users.

5.  In the Shared With list, for each user, select Editor or Viewer. Editors may view and modify notes you save with the alert, and add notes of their own. Viewers may only view notes.

6. Click " X " to remove any users from the selected list.

7.  Click Save.

The users you have shared with will be notified by email, and will find the document in their Shared by Others folder. You'll find the document in your Shared by Me folder.

How do I share an existing alert with other users?

You can share an existing alert with other users.

1.  Select Alerts/Go to all alerts from My Workspace at the top of any page.

2.  Select the alert you want to share.

3.  Select Edit.

4.  Select Share.

5.  Enter a user's first or last name or email address to find it in the list and add it to the list of selected users.

6.  In the Shared With list, for each user, select Editor or Viewer. Editors may view and modify notes you save with the alert, and add notes of their own. Viewers may only view notes.

7. Click   " X "    to remove any users from the selected list.

8.  Click Save.

The users you have shared with will be notified by email, and will find the document in their Shared by Others folder. You'll find the document in your Shared by Me folder.

How do I update a Shepard's® alert?

Note:
Only Shepard's® alerts can be updated manually. Search alerts are updated automatically according to the update schedule you set up when you created the alert.

You can update, or run, a Shepard's alert to check for changes in between dates it is scheduled to run automatically. To update an alert,

1.  On the Lexis Advance™ home page, select View all alerts from the Alerts panel, or select the Alerts link from My Workspace at the top of any page and select Go to all alerts.

2.  Do one of the following:

      • Select the Update link under the title of the alert you want to update.
      • Select the check box for the alert you want to update, and then open the Actions drop-down list and select
        Update.

3.  When the Update Alert box opens, click Update.

How do I restart an alert?

You can restart an alert you have paused, to begin receiving notifications about it again. To restart an alert,

1.  On the Lexis Advance™ home page, select View all alerts from the Alerts panel, or select the Alerts link from My Workspace at the top of any page and select Go to all alerts.

2.  Do one of the following:

      • Select the Restart link under the title of the alert you want to restart.
      • Select the check box for the alert you want to restart, and then open the Actions drop-down list and select
        Restart.

3.  When the Restart Alert box opens, click Restart.

How do I find a specific alert?

You can search your saved alerts to find a particular alert, search terms, or other words or phrases. To search your alerts, follow the steps below.

1.  Select the Alerts link from My Workspace at the top of any page, then Go to all alerts.

2.  In the Search Alerts box at the top left of the page that displays, type the words you want to search for and click Search. For example, you can enter the name (or part of the name) of an alert, a term or terms from a previous search, a client ID, and so on.

3.  When your results display, click Clear Search above your results to return to the alerts page you were viewing before searching your alerts.