1. Electronic Tax Research – It’s Not That Bad Southwestern Association of Law Libraries Annual Meeting April 2, 2005 Stefanie Blasdell Anna K. Teller Law School Consultant Associate Director Bureau of National Affairs Texas Wesleyan Law Library

2. What am I demonstrating? What will you will learn from my demonstration? Basic searching in Tax Management Library Focus on Tax Management Portfolios Touch on some advanced features Learn new methods of searching Learn new ways to instruct your patrons

3. Wesleyan welcome screen

4. Choose Tax Management Library

5. Click Go

6. Patron Query: Can interest paid on student loans be deducted more than once?

7. Click ‘Search’ and choose ‘Federal/Foreign’

8. The search template for the Federal/Foreign resources is now displayed

9. Choose resources to search, we will choose ‘U.S. Income Portfolios’ and ‘Internal Revenue Code’

10. Enter the phrase ‘student loan interest’ and execute the search

11. Search results include 46 hits in U.S. Income Portfolios, choose ‘View TOC’

12. Expand using TOC results, choose entry with 36 hits

13. Expand again, choose entry relevant to topic and with several hits

14. ‘Scholarships and Educational Expenses’ is my choice, now expand the ‘Detailed Analysis’

15. Again choose relevant entry, ‘Interest on Educational Loans’, and expand

16. Again choose relevant entry, ‘In General’, and expand

17. Choose a link to follow, we will choose 2. Interest Payments Made…

18. ‘Interest Payments Made During Periods When Not Required; Denial of Double Deduction’

19. Patron Query: Can interest paid on student loans be deducted more than once? Alternate starting point from initial directory.

20. Choose a resource method. Pick a portfolio… ‘U.S. Income Portfolios’

21. Click ‘Search’ and choose ‘Special’

22. The search template for U.S. Income Portfolios is now displayed

23. Enter the phrase ‘student loan interest’ and execute the search

24. Search results include 46 hits

25. Table of Contents Search Method, again using ‘U.S. Income Portfolios’

26. Choose relevant entry, ‘Income, Deductions, Credits and Computation of Tax’, and expand

27. Again choose relevant entry, ‘Scholarships and Educational Expenses’, and expand

28. Again choose relevant entry, ‘Detailed Analysis’, and expand

29. Choose relevant entry again, ‘Interest on Educational Loans’, and expand

30. Expand by choosing a relevant entry, ‘In General’

31. Patron is interested in information on double deductions, so choose entry 2

32. ‘Interest Payments Made During Periods When Not Required; Denial of Double Deduction’

33. Click on linked statutes or regulations to see them, choose ‘§221(e)(1)’

34. Internal Revenue Code §221(e)(1) is displayed

35. Patron Query: Can interest paid on student loans be deducted more than once? Same query but different search syntax.

36. Same search with different search syntax, ‘interest and “student loan”’

37. Search results include 31 hits in U.S. Income Portfolios, choose ‘View TOC’

38. Expand using TOC results, choose relevant entry with 21 hits

39. Again choose relevant entry, ‘Scholarship and Educational Expenses’, and expand