Researching State Case Law & Managing Research Results

2 Agenda Review Research Process Find relevant Secondary Sources Find relevant Case Law Shepardize™ to ensure authority is good law Managing your Research Results Follow-up Exercises

3 Researching State Case Law & Managing Research Results Identifying the Components of the Legal Research Process

4 Researching State Case Law & Managing Research Results Step 1: Secondary Sources Secondary Sources Treatises and Practice Guides Law Reviews, Journals, and ALRs 4

5 Researching State Case Law & Managing Research Results Step 2: Primary Authority Primary AuthorityCases FactsRules of Law Statutes Language of Statute Annotations/ Case Notes 5

6 Researching State Case Law & Managing Research Results Step 3: Validate and Expand Your Research Shepardize™Validation Symbol Filters: Narrow by Analysis, Jurisdiction, and/or Rule of Law (Headnote) Expansion Filters: Locate additional authority using filters Analysis, Jurisdiction and/or Rule of Law (Headnote) 6

7 Researching State Case Law & Managing Research Results Research Assignment TO: Summer Associate FROM: Senior Partner I need your help on the Johnson v. Salinas Rodeo case. Mr. Johnson, Ms. Morris, and Ms. Morris’s son, Brandon, have filed a complaint as a result of an accident that occurred during the 2011 Salinas Rodeo. Brandon was seriously injured while participating in a “mutton busting” competition during the rodeo. Mr. Johnson is Ms. Morris’s fiancé and both he and Ms. Morris were present at the time of the accident. I anticipate that the Defendants will want to challenge the validity of Mr. Johnson’s negligent infliction of emotional distress claim on the basis that Mr. Johnson was not “closely related” to Brandon Morris.mutton busting Please prepare a memo addressing this NIED elements and close relationship requirement of Mr. Johnson’s claim under CA. law. 7

8 Researching State Case Law & Managing Research Results Lexis Advance™

9 Researching State Case Law & Managing Research Results Pre-Search Filters

10 Researching State Case Law & Managing Research Results Search Box

11 Researching State Case Law & Managing Research Results Results – Content Tabs

12 Researching State Case Law & Managing Research Results Treatise - TOC

13 Researching State Case Law & Managing Research Results California Torts Treatise

14 Researching State Case Law & Managing Research Results Law Reviews

15 Researching State Case Law & Managing Research Results Cases Tab – Post Search Filters

16 Researching State Case Law & Managing Research Results Cases Tab – Narrow By

17 Researching State Case Law & Managing Research Results Case Display

18 Researching State Case Law & Managing Research Results Topic Summaries

19 Researching State Case Law & Managing Research Results LexisNexis Headnotes

20 Researching State Case Law & Managing Research Results Save to Folder

21 Researching State Case Law & Managing Research Results Shepard’s® Appellate History

22 Researching State Case Law & Managing Research Results Shepard’s® – Still Good Law?

23 Researching State Case Law & Managing Research Results How to effectively and efficiently manage your research results on Lexis Advance Managing Search Results

24 Researching State Case Law & Managing Research Results Set a Client

25 Researching State Case Law & Managing Research Results Save a Selection

26 Researching State Case Law & Managing Research Results Create a New Folder

27 Researching State Case Law & Managing Research Results

28 Researching State Case Law & Managing Research Results

29 Researching State Case Law & Managing Research Results History

30 Researching State Case Law & Managing Research Results

31 Researching State Case Law & Managing Research Results Work Folders

32 Researching State Case Law & Managing Research Results Highlight & Annotate

33 Researching State Case Law & Managing Research Results Legal Research Process Components