Best Practices

Best Practices

Track Your Organization's LexisNexis Publisher Activity—LexisNexis Publisher provides powerful reports to help you track your organization's LexisNexis Publisher activity. You can generate:  

  • Usage reports which help you analyze your end users’ LexisNexis Publisher usage over the timeframe you specify (within the past 2 years). You can choose to generate usage reports by topic, by day, or by document headline. All reports contain both percentage values and actual counts.
  • Subscription reports which give you a snapshot of the number of end users subscribed to your LexisNexis Publisher topics at the time the report is generated. You can choose to generate reports either by topic or by user. A subscription report generated by topic lists all your active topics and the users subscribed to them. It also displays the users’ email addresses, email schedules, and email view preferences.
  • Topic reports which list the major properties associated with each of your organization's LexisNexis® Publisher topics. This helps you quickly determine what topics are being researched, the editor responsible for each topic, the searches being submitted, the LexisNexis index terms being used to target results, and any topics that have a particular client or project association.

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Create Your Own Document to display in your LexisNexis Publisher Results
Create a custom document, such as a company memo or marketing piece, for publication in your LN Publisher results. You can create the document by entering original text or by copying text from an existing document.

From the Results tab of the topic you want to publish to, select Create a Document from the "More Actions" drop-down list and click Go. A form appears in the Preview panel where you can enter a headline and body text for the document. Additional help is available on the form. Complete the form and then click the Create button to save the document and place it on the Results page. To publish the document to the site, move it to the Staged and Published pages as you would any other document.

Designing Searches –utilize SmartIndexing and relevancy scores, as well as segments and precision search commands when designing the searches. The global indexing look-up tool is accessible within Publisher. All index categories are now available, so you can easily integrate SmartIndexing terms to add precision searching for companies, industries, subjects and geographic areas (e.g., stories pertaining to Asia). These same terms have been coded in French and German, so if you are searching sources in these languages, you can use SmartIndexing terms to get pinpoint results without knowing a word of French or German. Choose to search index terms or view the available hierarchies. Terms can be added to the search box or searched alone; for example, you can easily create your own industry watches using this tool. In the company hierarchy, you can select the ultimate parent to see a company’s owner and choose the ultimate parent to search all subsidiaries, or you can select the subsidiaries individually. If you have questions or need assistance, please contact your Librarian Relations Consultant.

Verifying Search Results – create a Publisher account within your Lexis account, and run searches both in Publisher and the Lexis research system to compare the results. Verify that you are getting the results you expected and the results you want. If the results are not matching, consult your Librarian Relations Consultant to determine if sources are not properly selected, or a search is not constructed correctly.

Ease of use tip - Do not use the “BACK” button on the browser toolbar! Use the links within Publisher to move around to various areas. Using the “BACK” button may cause work to be lost. To be sure all of your work is recognized by the system, use only the links within Publisher to navigate. If you have any questions, please contact your Librarian Relations Consultant.

Currentness of results - If you are frustrated by receiving results that are older than two weeks, even though you have set date parameters, here is a suggestion that will help. Occasionally Lexis will receive data reloads from sources, this is what causes the old results to reappear. Instead of having the date parameter read “date aft 2007” change it to “date aft %currdate-15%”. This will keep the result set to items dated within the current 15 day framework. If you would like assistance with restructuring your searches, please contact your Librarian Relations Consultant.

Have you ever been frustrated tracking the Applicable Federal Rate (AFR)? Here’s how one librarian solved that problem using Publisher! For years, individuals in our estate-planning group went online each month to retrieve the new Applicable Federal Rate (AFR). Specifically they went to the Internal Revenue Bulletin for the Revenue Ruling announcing the AFR change. Our reference team tried monthly alerts. Which was an OK solution, but the alert message didn’t show the new AFR, only a link to the site that provided it. Finally, with LexisNexis Publisher, we created a monthly monitoring service that distributes only when the new rates come out. And it displays the new AFR. Plus, using the editing features of LexisNexis Publisher, we’ve included a link to the historical AFRs on the IRS Web site. Contact your Librarian Relations Consultant if you would like to set up a similar service.

Portal Components - Portal components are customizable plug-in modules that enhance your portal environment by providing access to LexisNexis content. The LN Publisher portal component brings you additional flexibility in configuring Publisher news to display on your portal, for instance, you can configure certain topics to only be viewable by certain users, or customize news based upon practice or client pages and more. Portal components are also available for other LexisNexis products, including searches, CourtLink, Company Dossier and more. You can get additional information about portal components, including the user guide here.

Scheduling the search to occur - to schedule the frequency of the searches, at the Topics page, click on Actions next to the particular topic you want to schedule, and click on Edit Topic or Search. Scroll down to Current Searches at the bottom of the screen. Click on Edit Alert. The default is to publish Manually Only, which requires the editor to initiate the search to get results. Choose Automatically to the Results tab to run the search regularly and deliver documents to the Results tab for your review. Choose Automatically to the Staged tab to review or edit the results, or choose Automatically to the Published tab to automatically push results out to subscribers. Once you’ve chosen where you want the results sent, click to schedule the frequency (Hourly, Daily, Weekly, Monthly.) Contact your Librarian Relations Consultant if you have any questions about these steps.

Accessing Publisher – if you are accessing LexisNexis Publisher routinely to edit searches and create topics, consider creating a shortcut on your desktop for easy access. Additionally saving it to your Favorites or using any other bookmark tool. As a backup, you can always access it from this page, the Publisher Resource Page on InfoPro. In the box on the right hand side, the first link is “SIGN ON TO PUBLISHER NOW!”