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Westlaw Quick Reference Guide
                                                                                                 ®




Searching Cases on Westlaw
Search Tips for westlaw.com                      ®



                                                                                                            Westlaw is available
Retrieving a Case by Citation
                                                                                                            on the Web at
The quickest way to retrieve a case on Westlaw when you know its citation is by using the Find
                                                                                                            www.westlaw.com.
service. You do not need to access a database. From a tabbed jurisdictional page you can type a
citation, e.g., 121 sct 2381, in the Find by citation text box in the Shortcuts section and click GO. At    For technical assistance,
the tabbed Westlaw page, type a citation, e.g., 121 sct 2381, in the Find this document by citation text    call West Customer
box and click GO.                                                                                           Technical Support at
You can also click Find on the toolbar and type your citation in the Find this document by citation         1-800-WESTLAW
text box. To view a list of publications that can be retrieved with Find or to view the proper              (1-800-937-8529).
abbreviation for a publication, click Publications List in the left frame.
                                                                                                            For search assistance,
                                                                                                            call the West Reference
Retrieving a Case by Title                                                                                  Attorneys at
You can use a fill-in-the-blank template to retrieve a case by its title. Complete the following steps to   1-800-REF-ATTY
retrieve a case by title:                                                                                   (1-800-733-2889).
1. Click Find on the toolbar. The Find a document page is displayed. Click Find by Title. (If you have
                                                                                                            If you are a law student,
   personalized your Shortcuts section to include a Find by Title link, click that link.)
                                                                                                            call 1-800-850-WEST
2. Type one or more parties’ names in the text boxes in the right frame.                                    (1-800-850-9378) for
                                                                                                            assistance.
3. Select the jurisdiction in which the case was heard or the reporter in which it was published and
   click GO.
   For example, to retrieve Palmer v. A.H. Robins Co., 684 P.2d 187 (Colo. 1984), type palmer and
   robins in the text boxes. Select State Courts, then select Colorado from the corresponding drop-
   down list and click GO.


Searching for Cases by Issue
The Quick Search section of a tabbed jurisdictional page enables you to type a Terms and Connectors
query or a Natural Language description of your issue, choose a database(s), and run the search from
the same page. At the tabbed Westlaw page, access a database by typing its name or identifier in the
Search these databases text box, e.g., sct or u.s. supreme court cases, and click GO.
1. Choose which search method you want to use. (Term and Connectors is the default search method
   unless you have changed it to Natural Language in your Options Directory.)
2. Type your search.
  ■   To search using Natural Language, type a description of your issue in plain English, e.g.,
      viewpoint discrimination by the government in a public forum. Click Add Date Restriction to
      choose a date restriction, e.g., most recent 90 days, or to type your own date restriction. Click
      Add Other Restrictions to restrict your search by court, attorney, or judge.
  ■    To search using Terms and Connectors, type a query using key terms from your issue and
       connectors to identify the relationship between terms, e.g., “americans with disabilities act”
       a.d.a. /p protect! /s class group. For assistance in creating a Terms and Connectors query, click
       Connectors/Expanders to display a complete list of search connectors. To further restrict your
      search, click Fields or Dates.
3. Click Search.
Natural Language Searching                                                               Tips for Terms and Connectors Searching
The Natural Language search method allows you to use
plain English to retrieve relevant documents. Simply enter a                             ■   A compound word may appear as one word, as a
description of your issue using terms, in sentence form or                                   hyphenated word, or as two separate words. If your
with just the key terms, that describe its main concepts. You                                search term is a compound word, use its hyphenated form
will get better results if you use concepts you think a court                                to retrieve all variations. For example, print-out will
would use to describe the issue.                                                             retrieve print out, print-out, and printout.
After you run your search, the documents most closely                                    ■   Abbreviations may appear with or without periods or
matching the concepts in your description are displayed.
                                                                                             spaces. To retrieve the various forms of an abbreviation,
Instead of cases being displayed in reverse chronological
                                                                                             enter it with periods and without spaces. For example,
order, as with Terms and Connectors searching, the cases
                                                                                             h.i.v. will retrieve H.I.V., H. I. V., HIV, and H I V.
with concepts that most closely match the concepts in your
description are displayed first. The enhanced list of citations                          ■   If you type a word in its singular form, you will retrieve
helps you identify relevant documents in your search result                                  both the singular and plural forms. If you use the plural,
because it includes, for each citation, your search terms and                                however, you will retrieve only the plural form.
surrounding document text.
                                                                                         ■   The online Thesaurus is useful for finding related concepts
Terms and Connectors Searching                                                               for your search terms for both Natural Language and
The Terms and Connectors search method allows you to do                                      Terms and Connectors searches. (If it’s not displayed in the
a more precise search. You enter key terms from your issue                                   Quick Search section of your tabbed jurisdictional page,
and use connectors to specify the relationship between the                                   you can click Edit in the Search for section and add it.) At
terms. For example, you can require that your terms appear                                   the tabbed Westlaw page, access a database and then type
in the same sentence or the same paragraph.                                                  a search. Click Thesaurus to select related terms from a
                                                                                             list that corresponds to terms in your search.
To retrieve only those cases in which your search terms are
significant, restrict your search to the synopsis field (sy), the
digest field (di), or both, e.g., sy,di(avoid! /p bankruptcy).                           The West Reference Attorneys are available 24 hours a day,
The synopsis field gives you the summary paragraph at the                                seven days a week—at no charge—to assist you with your
beginning of the case; the digest field gives you the                                    research. In addition, you can order free reference materials
headnotes in the case. If you run a search using one or both                             that go into more detail about Terms and Connectors
of these field restrictions and retrieve no documents, you can                           searching at west.thomson.com/documentation.
run the search again without the field restrictions.



                                  Useful Fields Restrictions in Terms and Connectors Searching

                                  Chapter 13 debtor brought adversary proceeding to avoid purchase-money security interest in vehicle. The United States
                                  Bankruptcy Court for the Western District of Missouri, Frank W. Koger, Chief Judge, 183 B.R. 857, set aside creditor's
                                  security interest as preferential, and creditor appealed. The District Court, Ortrie D. Smith, J., affirmed, and creditor again
                 Synopsis (sy)    appealed. The Court of Appeals 102 F.3d 334, affirmed. On certiorari, the Supreme Court, Justice Souter, held that secured
                                  creditor could not invoke "enabling loan" exception to trustee's preference-avoidance power to preclude avoidance of its
                                  security interest.
                                  Affirmed.

                                                                                         West Headnotes


                                  [2] KeyCite Notes
                                     51 Bankruptcy
                                        51V The Estate
   Digest (di)




                     Topic (to)           51V(E) Preferences
                                             51k2606 Elements and Exceptions
                                               51k2614 k. Purchase Money Security Interests; Enabling Loans. Most Cited Cases

                                  Time within which secured party must perform the acts necessary to perfect its purchase-money security interest, to
                 Headnote (he)    preclude trustee of debtor's bankruptcy estate from later avoiding that interest as preferential, is governed by federal,
                                  not state, law. Bankr.Code, 11 U.S.C.A. § 547(c)(3)(B).
Searching Using Topic and Key Numbers                             from the title of the document so that you can easily
If you have identified a topic and key number associated          determine whether you want to investigate further. To view
with the legal issue you are researching, you can run a           the full text of one of the listed documents, click its number
search using the topic and key number to quickly retrieve         or description in the ResultsPlus list.
cases involving the same legal issue. Access the appropriate      When you search a case law database, ResultsPlus may offer
database and type the topic and key number as a Terms             links to the following publications: American Law Reports
and Connectors search term. For example, to search for            (ALR®), American Jurisprudence 2d (Am Jur®), American
cases containing topic 92 (Constitutional Law) and key            Jurisprudence Proof of Facts, American Jurisprudence Trials,
number 91 (Right of Assembly and Petition), type 92k91            Immigration Law Service, and Norton Bankruptcy Law and
in the text box.                                                  Practice 2d. When you research state or federal statutes
You can also use a topic and key number search in                 databases, ResultsPlus may offer links to ALR annotations
conjunction with other search terms. For example, to              and Am Jur articles.
search for cases with the above topic and key number that         ResultsPlus may also suggest up to two West topic and key
relate to political parties, type 92k91 /p political /s party     numbers relevant to your case law or statutes research. Simply
organization.                                                     click a topic and key number reference in the ResultsPlus list
A list of West digest topics and their numerical equivalents      to quickly retrieve a single Westlaw document containing
is available in the Custom Digest.                                headnotes from cases discussing the legal issue classified under
                                                                  that topic and key number. The most recent cases are listed
                                                                  first.
Using the Custom Digest
The Custom Digest contains the complete topic and key             If you have a WestlawPRO® plan, there is a charge to view
number outline used by West attorney-editors to classify          the full text of an ALR or Am Jur document, but there is no
headnotes. Every legal issue in a case published by West is       charge to click a topic and key number to retrieve headnotes
identified and summarized in a headnote, then assigned a          if your initial search was in a database included in your plan.
topic and key number. You can use the Custom Digest to
find topic and key numbers related to your issue and to           Using KeySearch®
retrieve a list of cases with headnotes classified under those    KeySearch is designed to help you find cases and secondary
topic and key numbers. All headnotes classified under a           sources within a specific area of the law. It guides you
specific topic and key number are contained in a single           through the selection of terms from a classification system
document.                                                         based on the West Key Number System® and then creates a
To access the Custom Digest, choose Key Numbers &                 Terms and Connectors query for you. You do not have to
Digest from the More drop-down list on the toolbar. To            formulate a Terms and Connectors query yourself!
browse the list of topic and key numbers, click the plus (+)      To access KeySearch, click KeySearch on the toolbar. Browse
and minus (–) symbols. Select the check box next to each          the list of topics and subtopics in the right frame by clicking
topic or key number you want to search for, then click            any of the terms. You can also scan the list of topics and
GO. Select the jurisdiction from which you want to                subtopics for a specific term by typing the term in the text
retrieve headnotes and click Search.                              box in the left frame and clicking GO. (If you use more than
                                                                  one term, use a connector between them, for example, child
Using ResultsPlus™ to Expand Your Research                        /3 support).
ResultsPlus offers links to additional sources of
                                                                  To select a topic or subtopic for which KeySearch will supply
information that you might otherwise miss when you
                                                                  a query, click the term or click the Search all of link at the top
research case law or statutes. References to additional
                                                                  of the page. Then choose the source you want to retrieve
resources are automatically displayed, when appropriate,
                                                                  documents from and, if desired, type your own search terms
in a list alongside your search result citations list. Up to 10
                                                                  in the Add search terms text box. KeySearch constructs a
references that have a high statistical likelihood of
                                                                  query for you based on the topic or subtopics you selected,
matching the concepts in your search are displayed.
                                                                  the search terms you added, and the source you selected.
Each listing includes a brief description containing terms        Click Search to run the KeySearch query.
Using KeyCite® to Check Your Citations
 Use KeyCite, West’s citation research service, to determine whether your case is good law and to retrieve a comprehensive list
 of citing references. You can quickly access KeyCite information for the case you are viewing by clicking the KeyCite status
 flag, if available. You can also access KeyCite by clicking KeyCite on the toolbar or by typing a citation in the KeyCite this
 citation text box at your tabbed jurisdictional or topical page.


 KeyCite Status Flags for Cases


          A red flag warns that the case is no longer good law for at least one of the points of law it contains.



          A yellow flag warns that the case has some negative history, but has not been reversed or overruled.


          A blue H indicates that the case has some history.


          A green C indicates that the case has citing references but no direct or negative indirect history.


 Citing References to the Case
 To view a list of cases, administrative materials, secondary sources, and briefs that cite your case, click Citing References on
 the Links tab.
 Negative citing cases are listed first; the remaining cases are listed according to the depth of treatment they give your case.
 Secondary sources, such as ALR annotations and law review articles, and briefs are listed last.
 You can limit your list of citing references by headnote, Locate, jurisdiction, date, document type, or depth of treatment
 category. Click Limit KeyCite Display at the bottom of the KeyCite citing references result. You can also hold your pointer
 over the arrow next to Limit KeyCite Display and choose a restriction from the menu that is displayed.


 KeyCite Depth of Treatment Stars
 KeyCite depth of treatment stars indicate how extensively a cited case decision has been discussed by the citing case.
 ★★★★ Examined The citing case contains an extended discussion of the cited case, usually more than a printed page of
                                  text.
 ★★★           Discussed          The citing case contains a substantial discussion of the cited case, usually more than a paragraph but
                                  less than a printed page.
 ★★           Cited               The citing case contains some discussion of the cited case, usually less than a paragraph.
 ★            Mentioned The citing case contains a brief reference to the cited case, usually in a string citation.


 KeyCite Quotation Marks
 Quotation marks (❜❜) in your KeyCite result indicate that the citing case directly quotes the cited case.




  Printed 5/04. Material #40281700. Replaces Material #40232694.




© 2004 West, a Thomson business                          W-300107

        The trademarks used herein are the trademarks of
          their respective owners. West trademarks are                                           For assistance using Westlaw, call 1-800-WESTLAW (1-800-937-8529).
             owned by West Publishing Corporation.                                        For free reference materials, visit www.west.thomson.com/documentation.

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Westlaw Quick Reference Guide

  • 1. Westlaw Quick Reference Guide ® Searching Cases on Westlaw Search Tips for westlaw.com ® Westlaw is available Retrieving a Case by Citation on the Web at The quickest way to retrieve a case on Westlaw when you know its citation is by using the Find www.westlaw.com. service. You do not need to access a database. From a tabbed jurisdictional page you can type a citation, e.g., 121 sct 2381, in the Find by citation text box in the Shortcuts section and click GO. At For technical assistance, the tabbed Westlaw page, type a citation, e.g., 121 sct 2381, in the Find this document by citation text call West Customer box and click GO. Technical Support at You can also click Find on the toolbar and type your citation in the Find this document by citation 1-800-WESTLAW text box. To view a list of publications that can be retrieved with Find or to view the proper (1-800-937-8529). abbreviation for a publication, click Publications List in the left frame. For search assistance, call the West Reference Retrieving a Case by Title Attorneys at You can use a fill-in-the-blank template to retrieve a case by its title. Complete the following steps to 1-800-REF-ATTY retrieve a case by title: (1-800-733-2889). 1. Click Find on the toolbar. The Find a document page is displayed. Click Find by Title. (If you have If you are a law student, personalized your Shortcuts section to include a Find by Title link, click that link.) call 1-800-850-WEST 2. Type one or more parties’ names in the text boxes in the right frame. (1-800-850-9378) for assistance. 3. Select the jurisdiction in which the case was heard or the reporter in which it was published and click GO. For example, to retrieve Palmer v. A.H. Robins Co., 684 P.2d 187 (Colo. 1984), type palmer and robins in the text boxes. Select State Courts, then select Colorado from the corresponding drop- down list and click GO. Searching for Cases by Issue The Quick Search section of a tabbed jurisdictional page enables you to type a Terms and Connectors query or a Natural Language description of your issue, choose a database(s), and run the search from the same page. At the tabbed Westlaw page, access a database by typing its name or identifier in the Search these databases text box, e.g., sct or u.s. supreme court cases, and click GO. 1. Choose which search method you want to use. (Term and Connectors is the default search method unless you have changed it to Natural Language in your Options Directory.) 2. Type your search. ■ To search using Natural Language, type a description of your issue in plain English, e.g., viewpoint discrimination by the government in a public forum. Click Add Date Restriction to choose a date restriction, e.g., most recent 90 days, or to type your own date restriction. Click Add Other Restrictions to restrict your search by court, attorney, or judge. ■ To search using Terms and Connectors, type a query using key terms from your issue and connectors to identify the relationship between terms, e.g., “americans with disabilities act” a.d.a. /p protect! /s class group. For assistance in creating a Terms and Connectors query, click Connectors/Expanders to display a complete list of search connectors. To further restrict your search, click Fields or Dates. 3. Click Search.
  • 2. Natural Language Searching Tips for Terms and Connectors Searching The Natural Language search method allows you to use plain English to retrieve relevant documents. Simply enter a ■ A compound word may appear as one word, as a description of your issue using terms, in sentence form or hyphenated word, or as two separate words. If your with just the key terms, that describe its main concepts. You search term is a compound word, use its hyphenated form will get better results if you use concepts you think a court to retrieve all variations. For example, print-out will would use to describe the issue. retrieve print out, print-out, and printout. After you run your search, the documents most closely ■ Abbreviations may appear with or without periods or matching the concepts in your description are displayed. spaces. To retrieve the various forms of an abbreviation, Instead of cases being displayed in reverse chronological enter it with periods and without spaces. For example, order, as with Terms and Connectors searching, the cases h.i.v. will retrieve H.I.V., H. I. V., HIV, and H I V. with concepts that most closely match the concepts in your description are displayed first. The enhanced list of citations ■ If you type a word in its singular form, you will retrieve helps you identify relevant documents in your search result both the singular and plural forms. If you use the plural, because it includes, for each citation, your search terms and however, you will retrieve only the plural form. surrounding document text. ■ The online Thesaurus is useful for finding related concepts Terms and Connectors Searching for your search terms for both Natural Language and The Terms and Connectors search method allows you to do Terms and Connectors searches. (If it’s not displayed in the a more precise search. You enter key terms from your issue Quick Search section of your tabbed jurisdictional page, and use connectors to specify the relationship between the you can click Edit in the Search for section and add it.) At terms. For example, you can require that your terms appear the tabbed Westlaw page, access a database and then type in the same sentence or the same paragraph. a search. Click Thesaurus to select related terms from a list that corresponds to terms in your search. To retrieve only those cases in which your search terms are significant, restrict your search to the synopsis field (sy), the digest field (di), or both, e.g., sy,di(avoid! /p bankruptcy). The West Reference Attorneys are available 24 hours a day, The synopsis field gives you the summary paragraph at the seven days a week—at no charge—to assist you with your beginning of the case; the digest field gives you the research. In addition, you can order free reference materials headnotes in the case. If you run a search using one or both that go into more detail about Terms and Connectors of these field restrictions and retrieve no documents, you can searching at west.thomson.com/documentation. run the search again without the field restrictions. Useful Fields Restrictions in Terms and Connectors Searching Chapter 13 debtor brought adversary proceeding to avoid purchase-money security interest in vehicle. The United States Bankruptcy Court for the Western District of Missouri, Frank W. Koger, Chief Judge, 183 B.R. 857, set aside creditor's security interest as preferential, and creditor appealed. The District Court, Ortrie D. Smith, J., affirmed, and creditor again Synopsis (sy) appealed. The Court of Appeals 102 F.3d 334, affirmed. On certiorari, the Supreme Court, Justice Souter, held that secured creditor could not invoke "enabling loan" exception to trustee's preference-avoidance power to preclude avoidance of its security interest. Affirmed. West Headnotes [2] KeyCite Notes 51 Bankruptcy 51V The Estate Digest (di) Topic (to) 51V(E) Preferences 51k2606 Elements and Exceptions 51k2614 k. Purchase Money Security Interests; Enabling Loans. Most Cited Cases Time within which secured party must perform the acts necessary to perfect its purchase-money security interest, to Headnote (he) preclude trustee of debtor's bankruptcy estate from later avoiding that interest as preferential, is governed by federal, not state, law. Bankr.Code, 11 U.S.C.A. § 547(c)(3)(B).
  • 3. Searching Using Topic and Key Numbers from the title of the document so that you can easily If you have identified a topic and key number associated determine whether you want to investigate further. To view with the legal issue you are researching, you can run a the full text of one of the listed documents, click its number search using the topic and key number to quickly retrieve or description in the ResultsPlus list. cases involving the same legal issue. Access the appropriate When you search a case law database, ResultsPlus may offer database and type the topic and key number as a Terms links to the following publications: American Law Reports and Connectors search term. For example, to search for (ALR®), American Jurisprudence 2d (Am Jur®), American cases containing topic 92 (Constitutional Law) and key Jurisprudence Proof of Facts, American Jurisprudence Trials, number 91 (Right of Assembly and Petition), type 92k91 Immigration Law Service, and Norton Bankruptcy Law and in the text box. Practice 2d. When you research state or federal statutes You can also use a topic and key number search in databases, ResultsPlus may offer links to ALR annotations conjunction with other search terms. For example, to and Am Jur articles. search for cases with the above topic and key number that ResultsPlus may also suggest up to two West topic and key relate to political parties, type 92k91 /p political /s party numbers relevant to your case law or statutes research. Simply organization. click a topic and key number reference in the ResultsPlus list A list of West digest topics and their numerical equivalents to quickly retrieve a single Westlaw document containing is available in the Custom Digest. headnotes from cases discussing the legal issue classified under that topic and key number. The most recent cases are listed first. Using the Custom Digest The Custom Digest contains the complete topic and key If you have a WestlawPRO® plan, there is a charge to view number outline used by West attorney-editors to classify the full text of an ALR or Am Jur document, but there is no headnotes. Every legal issue in a case published by West is charge to click a topic and key number to retrieve headnotes identified and summarized in a headnote, then assigned a if your initial search was in a database included in your plan. topic and key number. You can use the Custom Digest to find topic and key numbers related to your issue and to Using KeySearch® retrieve a list of cases with headnotes classified under those KeySearch is designed to help you find cases and secondary topic and key numbers. All headnotes classified under a sources within a specific area of the law. It guides you specific topic and key number are contained in a single through the selection of terms from a classification system document. based on the West Key Number System® and then creates a To access the Custom Digest, choose Key Numbers & Terms and Connectors query for you. You do not have to Digest from the More drop-down list on the toolbar. To formulate a Terms and Connectors query yourself! browse the list of topic and key numbers, click the plus (+) To access KeySearch, click KeySearch on the toolbar. Browse and minus (–) symbols. Select the check box next to each the list of topics and subtopics in the right frame by clicking topic or key number you want to search for, then click any of the terms. You can also scan the list of topics and GO. Select the jurisdiction from which you want to subtopics for a specific term by typing the term in the text retrieve headnotes and click Search. box in the left frame and clicking GO. (If you use more than one term, use a connector between them, for example, child Using ResultsPlus™ to Expand Your Research /3 support). ResultsPlus offers links to additional sources of To select a topic or subtopic for which KeySearch will supply information that you might otherwise miss when you a query, click the term or click the Search all of link at the top research case law or statutes. References to additional of the page. Then choose the source you want to retrieve resources are automatically displayed, when appropriate, documents from and, if desired, type your own search terms in a list alongside your search result citations list. Up to 10 in the Add search terms text box. KeySearch constructs a references that have a high statistical likelihood of query for you based on the topic or subtopics you selected, matching the concepts in your search are displayed. the search terms you added, and the source you selected. Each listing includes a brief description containing terms Click Search to run the KeySearch query.
  • 4. Using KeyCite® to Check Your Citations Use KeyCite, West’s citation research service, to determine whether your case is good law and to retrieve a comprehensive list of citing references. You can quickly access KeyCite information for the case you are viewing by clicking the KeyCite status flag, if available. You can also access KeyCite by clicking KeyCite on the toolbar or by typing a citation in the KeyCite this citation text box at your tabbed jurisdictional or topical page. KeyCite Status Flags for Cases A red flag warns that the case is no longer good law for at least one of the points of law it contains. A yellow flag warns that the case has some negative history, but has not been reversed or overruled. A blue H indicates that the case has some history. A green C indicates that the case has citing references but no direct or negative indirect history. Citing References to the Case To view a list of cases, administrative materials, secondary sources, and briefs that cite your case, click Citing References on the Links tab. Negative citing cases are listed first; the remaining cases are listed according to the depth of treatment they give your case. Secondary sources, such as ALR annotations and law review articles, and briefs are listed last. You can limit your list of citing references by headnote, Locate, jurisdiction, date, document type, or depth of treatment category. Click Limit KeyCite Display at the bottom of the KeyCite citing references result. You can also hold your pointer over the arrow next to Limit KeyCite Display and choose a restriction from the menu that is displayed. KeyCite Depth of Treatment Stars KeyCite depth of treatment stars indicate how extensively a cited case decision has been discussed by the citing case. ★★★★ Examined The citing case contains an extended discussion of the cited case, usually more than a printed page of text. ★★★ Discussed The citing case contains a substantial discussion of the cited case, usually more than a paragraph but less than a printed page. ★★ Cited The citing case contains some discussion of the cited case, usually less than a paragraph. ★ Mentioned The citing case contains a brief reference to the cited case, usually in a string citation. KeyCite Quotation Marks Quotation marks (❜❜) in your KeyCite result indicate that the citing case directly quotes the cited case. Printed 5/04. Material #40281700. Replaces Material #40232694. © 2004 West, a Thomson business W-300107 The trademarks used herein are the trademarks of their respective owners. West trademarks are For assistance using Westlaw, call 1-800-WESTLAW (1-800-937-8529). owned by West Publishing Corporation. For free reference materials, visit www.west.thomson.com/documentation.