Casemaker Tips and Tricks for July

by Alexa Drago on July 10, 2018

Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on FacebookTwitter, and via the Casemaker blog.

 

Related Federal

You can select a jurisdiction or any combination of jurisdictions to search by clicking the Jurisdiction menu. This is located in the box located between the search box and the blue search button. There is a blue downward pointing arrow on the right side of this box. Clicking on this arrow will pull up the pop-up menu and from here you can check as many or as few boxes as you need.

At the top of the list of states in the Jurisdiction menu, you will notice a checkbox for Related Federal. This tells Casemaker to not only pull cases for the state you selected, but also for the Federal District and Circuit courts related to that state. So if you select Virginia and also select Related Federal you will get not only Virginia state level cases but also the Eastern and Western District of Virginia court cases as well as cases in the Fourth Circuit. This means you will get cases from other states in your circuit as well, in the case of our example – Maryland, North Carolina, South Carolina and West Virginia cases would also be included. However, this would again only be cases in your circuit, not any outside of it.

My Settings

Clicking on My Settings from the homepage allows you to customize Casemaker in several ways. You can set the primary email you would like to send cases to. You can set the default jurisdiction for your searches. You can also set preferred document types and page formatting as well. In addition, you can set the preferred sort method of your results from this page if you wish.

Finding a Case by Docket Number

Sometimes a case is so new you may not have a citation. If you have the docket number you can still find the case. Under the search bar on the homepage, you will see words with circles next to them. These circles are called radio buttons. The options you will see are Keyword, Citation, Party, Section, and finally Docket No. Make sure you have selected the correct jurisdiction from the jurisdiction menu drop down to the right of the search bar (it is the box with the downward pointing blue arrow); then select the radio button next to Docket No. Enter the docket number of your case and hit the blue search button. You should be able to pull up the case you are looking for.

Hierarchy Search

Casemaker now simplifies searching by limiting your search to the level of hierarchy you are on. If you browse to chapter 5 in your state statute and type a search in the search bar – you will only get results from within chapter 5.

Get control of your searches with the Jurisdiction menu

Rather than clicking on the state you want on the homepage, give yourself more control with the Jurisdiction menu. You can select a jurisdiction or any combination of jurisdictions to search by clicking the Jurisdiction menu. This is located in the box located between the search box and the blue search button. There is a blue downward pointing arrow in the right side of this box. Clicking on this arrow will pull up the pop-up menu and from here you can check as many or as few boxes as you need. You can even select the type of data you want. Want to keep your selections as your default search? Just click the Save to My Settings button!

Finding Your Search Terms

You’ve done your search with your keyword or keywords and you have pulled up your first result to read the case. Now, where in the world are your search terms even mentioned? You can find them using the Search Terms arrows in the gray toolbar. Located just above the title when you are reading the case is a gray toolbar. Here you see options to return to results, arrows to move around your list of results documents, as well as the phrase Search Terms with arrows on either side. Clicking on either arrow will take you to the next search term above or below where you are in the case you are viewing.

Using Tree View

Tree View is a different way to browse Casemaker! The Tree View interface consists of an expandable hierarchy is contained in a left-hand sidebar while the center area displays the document content when requested.  The Casemaker Tree View interface includes all data types and the full archive of data for each respective state.

Video Learning

While Casemaker offers regular live webinar training, you may find that you are unable to attend those sessions. You can learn how to use Casemaker at any time with our recording videos.  In the upper right corner of the Casemaker screen is a link labeled Videos. Here you will find our Introductory Training Video as well as other informative presentations available 24 hours a day.

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