Cheetah Quick Start Guide

Transcription

Cheetah™
wkcheetah.com
Reference Guide
Designed in partnership with our customers, Cheetah™ is a new, legal research
solution created to help you make the most of your subscription to the world-class content that
Wolters Kluwer is known for:
¡ authoritative analysis
¡ actionable practice tools
¡ curated Primary Source content
¡ expert guidance
Customer Support ¡ M-F 8AM-6PM CST
CheetahSupport@wolterskluwer.com ¡ 1-800-955-5217
lrus.wolterskluwer.com/cheetah
1
Cheetah™
Table of Contents
Access to Cheetah . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 3
All Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 4
Practice Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 5
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 6
Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 7
Citation Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 10
Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .page 11
Current Awareness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 13
Record-Keeping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 14
Productivity Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 15
Access additional training resources via
lrus.wolterskluwer.com/training/cheetah
Access complete Reference Material list via
lrus.wolterskluwer.com/training/reference-material
2
ACCESS TO CHEETAH™
Via Browsers - Google Chrome, MS IE v9+, Firefox, Safari
TIP Turn Off the Pop-Up Blocker in your Browser to allow new Cheetah windows to launch.
TIP Use Cheetah on a desktop or mobile device. Cheetah’s responsive design automatically adjusts to fit any device.
DIRECT ACCESS TO CHEETAH:
wkcheetah.com
¡Enter your User ID (email address) and Password.
¡ Click “Forgot Password?” to have your password emailed to you.
¡ ID & Password same as IntelliConnect credentials
LOGIN VIA INTELLICONNECT:
intelliconnect.cch.com
if your Wolters Kluwer subscription includes dual-access to
both Cheetah and IntelliConnect.
¡
During login — Use the Product Selector – if you haven’t yet set
a default product.
¡ W
ithin IntelliConnect — Use Product Launch (in top menu bar)
– select Cheetah and click Start.
TIP You can set Cheetah as your default product to launch
automatically on future IntelliConnect logins.
NOTE Customers using Digital Resource Mgt (DRM) software, such as OneLog or Research Monitor, please review
our ‘Reconfigure DRM’ knowledge base article - https://support.cch.com/kb/solution.aspx/rp8623 - or - ‘Configuring
EZproxy to work with Cheetah - https://support.cch.com/kb/solution.aspx/rp8907
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3
ALL CONTENT
Access practice areas within your subscription and conduct a global search across your entire subscription.
WK CHEETAH/HOME - return
to your Home page (specify which
Practice Area is your Home via Site
Preferences).
If your subscription includes
multiple practice areas, click the
tab to access other practice areas
and applicable history.
¡ C
lick your User Name — Subscribed Content (Titles A-Z),
Site Preferences, Logout.
¡ ? - Help and Contact Us
¡ WK PRODUCTS — switch between WK online services.
¡ History — documents and searches from prior research.
¡ Worklist — organize links to resources in user-created folders.
¡ Saved Items — Searches, Notes/Highlights, and Favorites.
¡ News — sign up for email delivery of Dailies, Newsletters,
Trackers and/or Treatise Notifications.
Global search
Easy access to publication
titles within your subscription.
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PRACTICE AREA DASHBOARD
Provides tailored SEARCH functionality, CONTENT organized into topical groupings, convenient CITATION LOOKUP of Tax material, and daily NEWS HEADLINES. What you see will be dependent upon your subscription.
Search all content using term(s) and
operators, with optional integrated
Refine Search Scope selector.
Access your subscription content within customizable sections. Click ‘SEE
ALL’ to view all items within a section.
Your subscription may contain Citation Lookup
for fast access to Tax materials and time-saving
Practice Tools such as Smart Charts, SmartTasks, Navigators, Calculators and more!
Access articles from Wolters Kluwer daily news services and
Sign Up for email delivery (if available within your subscription).
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CONTENT
Different sections provide fast access into specific materials, for example:
¡
¡
¡
¡
Acts and Statutes
Rules and Regulations
Treatises and Explanations
Agency Materials
¡
¡
¡
¡
ews and Blogs
N
Practice-area specific materials
Forms
Cases
Initially, only 3 items are
displayed in each section.
Choose item(s) you wish to
display in a section or hide an
entire section.
TIP Click CUSTOMIZE in ‘SEE ALL’ view to
select items to display on dashboard or hide
the entire section.
Each title opens to display the 1st
document in that database.
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VIEWING DOCUMENTS
Document Panel — dynamic panel displays details
about the current document:
¡ Contents — browse the database menu, view context
of current document.
¡ Information — document title, citation, author, etc.
¡ Document History —track legal process of law, regulation, tax case or ruling..
CONTENTS
— expandable/collapsible table of contents menu for database in which document
resides. Automatically expands to display context of current document, indicated with green shading/
font. Click ‘close’ or
to collapse /
to expand a menu section.
Click the top-most left triangle
to view the overall table of
contents for the database.
Add to
Favorites or
Worklists,
Print, Email,
or Download
Open this doc in a
new Browser tab.
Click X to collapse the Document Panel
and icons on left margin to expand it again.
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VIEWING DOCUMENTS (CONTINUED)
DOCUMENT INFORMATION
— View details about the
current document, such as Title, Citation, Jurisdiction, Update Frequency,
and more. Details vary depending upon Practice Area and document type.
DOCUMENT HISTORY
Acts & Statutes, Rules & Regulations –
amendment history.
Tax Cases and Revenue Rulings – history of
case or ruling through legal process with links
to annotations and significant cases or rulings.
SEARCH BAR AT TOP OF EVERY DOCUMENT — Search within the current database. Use ‘Refine Search
Scope’ to select pre-search FILTERS (e.g., Document Type, Issuing Body) and/or specific CONTENT.
Current database
TIP Use Browser ‘Find’
(Ctrl+F on your keypad)
to quickly locate a term
in current document.
Expand topics to
drill down into menu
sections. Check
box(es) to narrow the
focus of your search.
Add search expression
and click GO.
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NAVIGATION
Commands at top of a document view, when accessed from search results.
¡
— move to prior or next document in publication order (per CONTENTS menu in
Document Panel).
— (available after opening a document from Search Results) — move to prior or next document in
¡
current search results listing.
¡ ‘End’ & ‘Home’ (on your keyboard) — jump to bottom & top of current document.
— automatically expands to show context of current document within
¡ D
ocument Panel > Contents
menu topics. Navigate to other menu topics/documents within database.
¡ View in New Window
— open current document within new Browser tab/window.
¡ Click Browser Tabs - navigate between initial Cheetah site and open documents. You can right-click on
HOME or other links to open a new Browser tab/window for Cheetah.
¡Browser Back
command — retrace actions within a Browser tab.
¡ B
lue arrow
— retrace actions within a tab and access the current Practice Area (PA) dashboard. (Helpful
if your ‘Home’ PA is different than the current PA.
¡ Home
— open default Practice Area (per Site Preference setting).
TIP Right-click Home to open Cheetah in a new
Browser tab/window, with all productivity tools intact.
¡
Session/Practice Area Navigator — access a different Practice Area or recent History within a PA.
¡
WK PRODUCTS —
fast access to your other Wolters Kluwer subscription service(s).
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CITATION LOOKUP
Available on Tax practice areas for fast access to Federal Tax Cases, Internal Revenue Code, Treasury Regulations,
and IRS materials.
Enter a citation and retrieve
only the specified materials.
For example:
¡ INTERNAL REVENUE CODE (IRC) — 1031 Retrieves IRC and all related History Note documents.
¡ TREASURY REGULATIONS (TREAS. REGS.) — Reg 1.163-3
¡ IRS REVENUE RULINGS (REV. RULES) — Rev Rul 2006-20
¡ IRS REVENUE PROCEDURES (REV. PROCS.) — Rev Proc 2011-52
¡ IRS NOTICES — Notice 2012-48
¡ IRS PRIVATE LETTER RULINGS (PLRS) — Private Letter Ruling 201244003
¡ IRS TECHNICAL ADVICE MEMORANDA (TAMS) — TAM 201035016
¡ IRS FIELD SERVICE ADVICE MEMORANDA (FSAS) — FSA 200128011
TIP Click
to review complete listing of citation formats currently available for Citation Lookup.
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SEARCHING – Enter key word(s) into the search bar at top of a dashboard, document, or a search re-
sults list to run a new search within the Practice Area or database. Use operators, Boolean connectors and Refine
Search Scope to conduct a more focused search.
TIP
Hover your cursor over a dashboard title or a
CONTENTS menu topic and click the magnifying
glass icon to automatically focus your search scope.
Search
Tips
SEARCH RESULTS – Click a result to open it in a new Browser tab. Return to search results listing by
clicking ‘Cheetah’ browser tab.
Narrow results with Filters.
View synonyms, pre- and postsearch selections.
Sort results by Document Type,
Relevance or Most Recent.
Save
search
Quick Answers
with links to key
resources may be
returned at top
of your search
results.
Results are
color-coded
by type and
sub-type.
Record Keeping:
¡Check individual box(es) and then icons to Add
(to Worklist or Favorites), Print, Email or Download
¡Check top box to select 25 items on current results page
Results may include both menu topics
(Table of Contents entries without text
excerpt) or documents (with search
terms highlighted in text excerpt).
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SEARCH EXPRESSION
¡Search results include singular, plural and possessive word forms.
¡Practice Area-specific synonyms are also included. To exclude synonyms: click ‘Refine Search Scope’ and uncheck Apply Thesaurus. (Synonyms will be omitted until you re-check ‘Apply Thesaurus.’)
¡Cheetah automatically recognizes most typos and searches for the corrected version.
Search for:
Results in:
Connectors
Space
A space between terms is automatically interpreted as an ‘and’ connector.
And &
Retrieves both search terms. Example: whistleblower and anti-retaliation
Or |
Retrieves either or both search terms. Example: child or dependent finds documents containing ‘child’ or ‘dependent’ or
both. Example: false | misleading
Not -
Used to retrieve documents that contain the first term only if the second term does not appear. Example: RICO not
Puerto finds RICO documents that do not include ‘Puerto Rico.’ Example: deed not revocation
w/#
Specifies the proximity of search terms. Example: spoofing w/5 futures finds ‘spoofing’ within 5 words of ‘futures’
regardless of which word occurs first.
p/#
Specifies the proximity and the order of search terms. Example: spoofing p/5 futures finds ‘spoofing’ where it precedes
‘futures’ by up to 5 words.
Universal Characters
Finds the exact phrase. Example: “intervening rights”
“…”
TIP: Use quotes to search for a phrase that includes And, Or, Not.
Example: “search and seizure” finds documents including the phrase but does not use ‘and’ as a connector.
*
Used in place of multiple characters. Example: a*ment finds assignment, amendment, advertisement, argument, etc.
?
Substitutes for a single character. Example: advis?r finds advisor, advisors, advisor’s, adviser, advisers, and adviser’s.
Search Operators
Author:
Finds documents authored by specific person(s). Example: Author: (Hamilton or Romanek) and say on pay
Doctype:
Finds cases, regulations, and other document types by source. Example: Doctype: Cases and Title: Young Reves
State:
ST:
Identifies documents from a specific state. Example: State: California & partnership.
Title:
Searches for term(s) only in the title of documents and menu topics. Example: Title: Halliburton
TIP: For best results, spell out state name in full versus using postal abbreviation.
Date Restrictions
On
Examples: proxy on June 2010 --- or --- proxy on June 12, 2010
Before
Example: proxy before March 31, 2015
After
Examples: proxy after 12/31/2012 --- or --- proxy after 2012
From …To
Find documents within a specific date range. Example: proxy from July 1, 2010 to October 31, 2013
TIP: Search operators may be combined. Example: Title: “Walt Disney” and doctype: no-action letters
TIP: Use parentheses to enforce a logical order in your search expression. Example: “false claims” and (florida or california) and (medicaid or “health care”)
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CURRENT AWARENESS
Stay up to date by signing up for email delivery and/or RSS Feed of news and updates.
Dailies — customize your WK Daily email by selecting topics,
jurisdictions and delivery options.
Each Daily also includes a complimentary mobile app.
Newsletters — select to receive email(s) of:
¡Entire Report Letters
¡Table of Contents of new Journal issues
Trackers — Click Subscribe for desired titles to
start receiving complimentary brief email alert
notifying you when items are added to Cheetah.
You can customize a Tracker with a search term
and some Trackers include customization by Topics,
Document Types, and Jurisdictions.
Treatise Notifications — receive automatic
Highlights when Aspen treatise titles are
updated.
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RECORD-KEEPING
Select Text & choose from pop-up:
¡ A
dd Note
¡ H
ighlight
¡ C
opy — can include Notes
& Highlights and/or URL
¡ Print — can include Notes
& Highlights and/or URL
Note icon appears
in left margin
Mark as Favorite (when viewing a document)
Open in New Window (when viewing a document)
Add to: Save links to documents, menu topics and Practice Tool Charts.
¡ Worklists — folders within Cheetah.
¡ Favorites — access Favorites via Saved Items command.
Print Email Download
From Search Results - check box for desired item(s):
¡ Choose LIST ONLY
¡ C
hoose COMPLETE DOCUMENTS - with option to include
notes & highlights (search terms will be highlighted and docs
will contain Cheetah URL)
From Browse > Doc View:
¡ Optional: include notes & highlights and search term highlights.
¡ S elect Content – the current document is automatically
selected. You can uncheck the current doc and/or choose
other content simply by checking box(es) in expandable/collapsible
menu sections (the URLs of selected documents will be automatically included.)
NOTE If selected content is 7-50MB, output will be spooled offline and accessible via link sent by email.
Selections over 50MB are too large and should be trimmed back.
LINKS
¡
Right-click on a publication title from a
dashboard and use Browser commands to
copy URL.
¡
Copy the Browser URL for a Cheetah dashboard, document, or search results and paste
into application, create Desktop shortcut or
Browser Favorite.
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PRODUCTIVITY TOOLS
NOTE IP Anonymous users will not see any customization options within Cheetah.
HISTORY —Access prior documents and
searches (up to 2 years).
WORKLISTS — save links to documents, smart charts,
and menu topics into folders for fast access in future.
SAVED ITEMS — re-run your Saved Searches, view/access your
Notes & Highlights, and link to documents/menu topics saved as Favorites.
NEWS — Stay current with new developments by signing up for email
delivery and/or RSS Feed of selected news items within your subscription.
¡
Change Display of CONTENT and PRACTICE TOOLS
to show within sections or choose to not display a group.
— select item(s)
¡ Click your UserName — use Subscribed Content (Titles A-Z) to lookup and
access titles in your subscription; use Site Preference to select a Practice Area
dashboard to be your default HOME page; Logout of Cheetah.
HELP & SUPPORT
¡
Built-in Help — click
¡
in top menu bar or
Contact Us (top of HELP)
Monday thru Friday,
8:00 a.m. - 6:00 p.m. CST
• Email: CheetahSupport@wolterskluwer.com
• Telephone: 1-800-955-5217
• Support Web Ticket: support.cch.com/ticket
¡ Give Feedback — button at bottom right ¡
to right of Search or CITATION LOOKUP.
Training Options:
lrus.wolterskluwer.com/training/cheetah
15

Cheetah Quick Start Guide

Transcription

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