Searching Using Field Specific Queries

Use field restrictions to select and search on specific data from West km fields. You can also find or exclude documents that contain specified terms. These field restrictions are available only when you search your organization’s documents. When simultaneously searching Westlaw documents and your organization’s documents, (1) these field restrictions are not available, and (2) field restrictions you have specified for your Westlaw documents are converted to regular terms when you search your organization’s documents.

To search field specific information, click the Search tab at the top of the page, scroll down to the available categories of fields, and expand the categories to begin your search or selections. You can define multiple field search criteria. Once you have selected your search terms, click the search button next to the search box to execute the search. The following options are available:

"Select" link: Fields that allow multiple selections display as a Select link. Click this link, then click to select fields for your search. The selections are added to the Your Selections list at the right of the window. To remove a selection, click the link in the Your Selections list to remove it from the list. When you are satisfied with your data selections, click Continue.
Check box: Fields that allow a Yes or No selection display as a check box. Click to check the box to enable that option. Uncheck the box to remove that option.
Text box: Fields that allow you to search by keyword display as a text box. Type your search word for that field into the box.
"Search by" list: Fields that allow you to search fields using defined options display as a list. Select an option from the list (if provided), define the search query in the box provided, and click Continue.

To clear all of the search criteria, click Clear All Fields on the right side, under the search box.

Search field information related to transactions documents. Select to search documents, clauses, and/or defined terms from the Search Only Within check boxes.

Litigation Fields

Search field information related to litigation documents.

Field	Field Name	Search Query Examples
Attorney	AT()	at("John Doe") or at(doe)
Company	COMP()	comp(microsoft)
Jurisdiction	JUR()	jur(federal)
Court	CO()	co(united states supreme court)
Doc Type	DOCTY()	docty(brief)
Expert	EX()	ex(martinez)
Judge–Primary¹	JP()	jp(anderson /3 barry)
Include Secondary Judge References¹	JS()	js(halbrooks)
Law Firm	LF()	lf(bendini & lambert)
Litigation Doc Title	DOCTI()	docti(“dole food” /5 patrickson)

¹ To type a search in the search box that searches for a judge’s name in both judge fields simultaneously, type jp,js(judgename), e.g., jp,js(halbrooks).

The court, doc type, and jurisdiction fields are phrase indexed, so typing these searches in the search box requires you search for the terms exactly, including punctuation and spacing. As an alternative to typing the complete exact phrase, you can use the root expander (!) at the end of the term, for example, docty(memo!).

Document Fields

Specify terms that must or must not display in documents in your result. Type one or more terms within the sections labeled Find documents that have or Exclude documents that have.

All of these terms: Type to return results that contain all of the specified terms. This text box automatically employs the AND connector to find all of the specified terms.
Any of these terms: Type to return results that contain any of the specified terms. This text box automatically employs the OR connector to find any of the specified terms.
This exact phrase: Type to return results that contain the exact terms in the order specified. This text box automatically employs the "" connector to find all of the specified terms in the order specified.
Exclude documents containing these terms: Type to return results that do not contain any of the specified terms. This text box automatically employs the BUT NOT connector in front the specified terms and the OR connector for any additional specified terms.

Profile Fields

The availability of profile fields depends on your organization's metadata.

Field	Field Name	Search Query Examples
Author	au	au(john /3 maxwell)
Client ID	cid	cid(1587)
Modified Date¹	md	All dates before:	md(bef 2/27/2011)
		All dates after:	md(aft 2/14/2011)
		Specific date:	md(2/14/2011)
		Date range:	md(aft 12/12/2007 & bef 1/1/2011)
Abstract	abst	abst(“motion to dismiss”)
Client Name	cn	cn(reardon)
Client-Matter ID	cmid	cmid(1587-2228)
Client-Matter Name	cmn	cmn(reardon & pritchard)
Created Date¹	cd	All dates before:	cd(bef 1/30/2011)
		All dates after:	cd(aft 1/14/2011)
		Specific date:	cd(1/14/2011)
		Date range:	cd(aft 12/12/2007 & bef 1/1/2011)
Custom Selections	cus1, cus2....	cus1(agreement)
Custom Boolean	cusb	cusb(or)
Custom Date¹	cusd	All dates before:	cusd(bef 30/01/2011)
		All dates after:	cusd(aft 14.12.2011)
		Specific date:	cusd(14/1/2011)
		Date range:	cusd(aft 12/12/2007 & bef 1/1/2011)
Custom Int	cusi	cusi(15)
File Name	ti	ti(nevada & blueson)
DMS Number	dn	dn(32027)
Matter ID	mi	mi(1587-2228)
Matter Name	mn	mn(pritchard)
DMS Doc Type	dt	dt(brief or memo!)
To	to	to(paralegal@lawfirm.com)
From	frm	frm(counsel@lawfirm.com)
CC	cc	cc(partner@lawfirm.com)
BCC	bcc	bcc(attorney@lawfirm.com)
Subject	sub	sub(memo)
Sent Date¹	snd	All dates before:	cusd(bef 30/01/2011)
		All dates after:	cusd(aft 14.12.2011)
		Specific date:	cusd(14/1/2011)
		Date range:	cusd(aft 12/12/2007 & bef 1/1/2011)
Received Date¹	rcd	All dates before:	cusd(bef 30/01/2011)
		All dates after:	cusd(aft 14.12.2011)
		Specific date:	cusd(14/1/2011)
		Date range:	cusd(aft 12/12/2007 & bef 1/1/2011)

¹ The Created Date, Modified Date, Sent Date, and Received Date fields are not inclusive when you search a range of documents. For example, if you search for documents modified after 1/1/2010, documents modified on January 1, 2010, won’t be retrieved.

Annotation Fields

Field	Field Name	Search Query Examples
Exemplar Documents and Exemplar Forms	exem	exem(1) Use one of these values in the parentheses: 0 = no marking 1 = exemplar document marking 2 = exemplar form marking
Notes	annos	annos(power +3 attorney)
Results with Notes	com	com(true) Use one of these values in the parentheses: true = has notes false = has no notes

Field

Field Name

Search Query Examples

Exemplar Documents and Exemplar Forms

exem

exem(1)

Use one of these values in the parentheses:

0 = no marking
1 = exemplar document marking
2 = exemplar form marking

Notes

annos

annos(power +3 attorney)

Results with Notes

com

com(true)

Use one of these values in the parentheses:

true = has notes
false = has no notes