Setting Up Shepard's Alerts ™ Tutorial - Textual Version.

This tutorial describes how to set up a Shepard's Alert ™. It begins at the Shepard's ® report for 507 US 604, Hazen Paper v. Biggins.

The Shepard's Alert feature lets you monitor recent developments that may affect the validity of your case. Suppose you want to track new developments for Hazen Paper Co. v. Biggins. Select Save As Shepard's Alert ™ to begin.

On the Set up a Shepard's Alert form, we'll change the default name Hazen Paper Co. v. Biggins to Hazen – 93.

The “Monitor This Citation For” list lets you specify the types of changes you want to track, for example:

For our example we will select Custom Settings by selecting the “Customize analysis, jurisdiction, and LexisNexis Headnote settings” link. Select the Customize analysis, jurisdiction, and LexisNexis Headnote settings link.

In this Shepard's Alert, we'll monitor the Shepard's report for negative treatments. Select Negative treatment in Shepard's report under Types of Changes to Monitor. And for Jurisdiction we'll limit the results of our Shepard's Alert to case law in the U.S. Supreme Court and 5th Circuit by selecting the associated checkboxes.

If you select specific Headnotes, your Shepard's Alert will only alert you to citing references that discuss the issues specified in the LexisNexis Headnote from the case being monitored. For our example we'll select HN1, select the HN1 checkbox. To apply your custom settings, select the Apply button.You will notice that the Custom Settings radio button has been selected and your custom settings have been listed next to the radio button.

For the frequency of our Shepard's Alert we'll select the Weekly option to run every Tuesday, and change the End Date to March 20, 2007. There is a two-year limit on the End Date of a Shepard's Alert, but you may extend the end date at any point to two years in the future.Set your delivery method by selecting Email or Online at ®.

If you select the Email Options… link you will be taken to a new form that will allow you to:

Since we will not use the Email delivery option, we'll select the Cancel button on the Email Options form.

Let's select the Continue button to proceed to the confirmation screen. After reviewing this screen, select the Save button to finish creating your Shepard's Alert.Your new Hazen – 93 Shepard's Alert is at the top of the Existing Shepard's Alert Searches list. By default, Shepard's Alert Searches are sorted by Last Update. You can sort them by clicking on Shepard's Alert Name, Client ID, Last Update or Next Update.The Pause Action lets you suspend your Shepard's Alert updates for a period of time, for instance while you're on vacation. Click on the Pause link for Hazen – 93.

On the Pause Shepard's Alert ™ form you can specify the date to resume the Shepard's Alert. We won't pause the Shepard's Alert this time click the Cancel button.

When a Shepard's Alert update is available, the Last Update link appears in bold type. Click the 07/29/05 link to review the results.

In the Summary section of the report, you can review the settings for this Shepard's Alert. The Summary also includes information about Changes listed in the report by Reference #. Reference numbers may appear more than once if multiple changes occurred to an existing citing reference during the same period. The report also includes sections with information comparable to that found in the body of any Shepard's report.

This concludes the Using the Shepard's Alert ™ Feature tutorial module. Now you can:

A graphical version of this document also is available.

Shepard's Alert is a trademark and the Knowledge Burst logo, Lexis, LexisNexis,, Shepard's, and Shepardize are registered trademarks of Reed Elsevier Properties Inc., used under license.
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