Creating Alerts on Lexis+

The Alert feature on the Lexis+^® service offers you the ability to create alerts based on search terms, sources, certain document types, topic hierarchies, or Shepard's^® reports. 

Alerts run continuously and check for new content.  When the feature identifies new content that meets your search criteria, you receive notifications of the availability of the new content.

There is no limit to the number of Alerts you can have. There is a limit of 1,000 documents per content type in a 24-hour period for Alert results. If your results for a content type exceed 1,000 documents the Alert will be paused for 24 hours for that content type.

Charges for Alerts are governed by your LexisNexis^® agreement. For any questions about your specific agreement, contact your LexisNexis^® Account Representative.  

You can get to the list of your Alerts and the results by clicking the Alert  icon at the top of any page. For more information about Alert results, see Viewing and Working with Alert Results on Lexis+.

For information about Shepard's^® Alerts^®, see Shepard's Alerts on Lexis+.

Note: When creating an Alert you have the option to have the service send you an email with a list of results. However, results can only be accessed by the ID holder that created the Alert or any user that the creator shared the Alert with, regardless of who receives the email notification.

If you use filters like Jurisdiction, Court, or Sources when creating your Alert, you will not be able to change those filters if you later want to edit the existing Alert.

 Creating a Search Alert

Use a Search Alert to be notified when new documents are added that meet your search criteria, including applied filters.

Note:  If you use the Timeline filter to restrict your search results to a specific date range, that restriction will also be applied to your Search Alert and may produce unintended results. Because Alerts are designed to notify you when new documents are added online, we recommend removing any Timeline filters before creating your Alert.  

Take the following steps to create an Alert based on a search:

1. Run a search.
   Note: You must run the search from the main Search box or an Advanced Search form. You cannot create an Alert from a table of content search results list.
2. Click the Alert  icon at the top of the results list to open the Search Alert dialog box.
3. Click the Edit   icon in the Title field if you want a different title for your alert.
   Note: The title defaults to your search terms.
4. (Optional) Enter a Description.
5. Select the Content Types to monitor from the drop-down list. The content type you were viewing when you clicked the Alert icon is automatically selected. 
6. (Optional) Enter your Client (for billing) information.
7. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
8. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
   Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
10. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
11. (Optional) If you selected On Lexis+ & Email as your delivery method, check Include documents as attachments under Send Full Text Attachment if you want the Alert results to be attached to the email instead of included in the email.
12. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
13. Click Create Alert.

Note:  You are not able to create a Search Alert in some sources if you run a search in the source's table of contents or you find the source through Explore Content and run the search. Examples of these sources include Federal Register, Committee Reports, municipal codes sources, and NC - North Carolina Administrative Code. If you do not see the Alert  icon at the top of the results list, you must run a search in the main search box and use filters such as Category and Sources to narrow down to the source. You cannot create a Search Alert from the table of contents, but you can create a Publication Alert.

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 Creating a Publication Alert

Use a Publication Alert to receive notification when new documents are added to a specific publication. You can create a Publication Alert for most sources.

Note: For sources where a Publication Alert is not available, such as sources from ALM (formerly American Lawyer Media) and Law Journal Press (LJP), you can create a date search in the source, such as DATE > MM/DD/YYYY and then create a Search Alert as a workaround.

Take the following steps to create an Alert for a specific publication:

1. Click Sources under Explore.
2. Find the source using the Search Sources field or click View All Sources and use filters to find the source.
3. Click the source name.
4. Click the Create a publication alert for this source  icon next to the source name on the table of contents or search page for the source to open the Publication Alert dialog box.
5. Enter a title in the Title field if you want a different title for your alert. The title defaults to the publication name.
6. (Optional) Enter a Description.
7. (Optional) Enter your Client (for billing) information.
8. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
10. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
    Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
11. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
12. (Optional) If you selected On Lexis+ & Email as your delivery method, check Include documents as attachments under Send Full Text Attachment if you want the Alert results to be attached to the email instead of included in the email.
13. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
14. Click Create Alert.

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 Creating a Topic Alert

Use a Topic Alert to be notified when new documents are added under a specific topic.

Note: If you create an alert for a high-level topic such as Child Support or Child Custody in Family Law, the alert frequently hits the 1,000 documents 24-hour period limit. To avoid the limit, you may want to select a different topic or subtopic, such as Procedures in Child Support.

Take the following steps to create an alert for a specific topic:

1. Click Topics under Explore.
2. Enter terms in the Search Topics field or click a topic to navigate through the topics.
3. Click the link to retrieve all documents under that topic.
4. Click the Alert  icon at the top of the results list to open the Topic Alert dialog box.
5. Click the Edit   icon in the Title field if you want a different title for your alert.
   Note: The title defaults to your selected topic.
6. (Optional) Enter a Description.
7. Select the Content Types to monitor from the drop-down list. The content type you were viewing when you clicked Create an alert is automatically selected. 
8. (Optional) Enter your Client (for billing) information.
9. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
10. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
11. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
    Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
12. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
13. (Optional) If you selected On Lexis+ & Email as your delivery method, check Include documents as attachments under Send Full Text Attachment if you want the Alert results to be attached to the email instead of included in the email.
14. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
15. Click Create Alert.

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 Creating a Legislative Alert

You can create an Alert to monitor changes to a bill going through the legislative process. You can create these Alerts from a full text bill or a bill tracking document. The Alert monitors the bill's progress and alerts you to any of the following status changes you select:

• Introduced
• Amended
• Passed 1st Chamber
• To Executive
• Vetoed/Line Item Vetoed
• Enacted
• Chaptered

These capture major events in the bill's progress. The Alert notification may include more than one status on the bill.

To view the changes on the bill, view the Bill Tracking document.

Note: If the billed failed (i.e., was not passed and Legislative Outlook shows Failed) in the last session there would no longer be results. A member could re-file a new version of the bill in the new session, but you need to create a new alert in order to capture the new version of the bill.

Take the following steps to create a Legislative Alert:

1. Retrieve the text of a bill or the bill tracking document.
2. Click the Create an alert  icon at the top of the document to open the Legislative Alert dialog box.
   Note: The Create an alert icon only appears on a bill tracking document when the full-text bill is available online.
3. Click the Edit   icon in the Title field if you want a different title for your alert.
   Note: The title defaults to your bill number.
4. (Optional) Enter a Description.
5. Check one or more EventTypes to from the list. These are the events that happen in the legislative process and you will get notified for each of the selected events that happen in the bill's life.
6. (Optional) Enter your Client (for billing) information.
7. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
8. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
   Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
10. (Optional) If you selected On Lexis+ & Email as your delivery method, check Notify me every time this alert is run, even if no update occurs under Email Notification if you want to receive an email every time the Alert runs.
11. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
12. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
13. Click Create Alert.

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 Creating a Pending Legislative Alert

You can create an alert to monitor for new and pending legislation that may amend, repeal, or enact a change to a specific statute. You can create these alerts from a full text statute document.

Note: The Pending Legislative Alert monitors legislation for changes to the selected document. The Alert will not retrieve bills that do not specifically mention your code section, such as a bill that is introduced to repeal an entire chapter of a code.

Take the following steps to create a Pending Legislative Alert:

1. View a statute in full text.
2. Click the Create an alert icon at the top of the document to open the Pending Legislative Alert dialog box.
3. Click the Edit   icon in the Title field if you want a different title for your alert.
   Note: The title defaults to your section citation.
4. (Optional) Enter a Description.
5. (Optional) Enter your Client (for billing) information.
6. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
7. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
8. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
   Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, check Notify me every time this alert is run, even if no update occurs under Email Notification if you want to receive an email every time the Alert runs.
10. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
11. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
12. Click Create Alert.

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 Creating a State Regulatory Alert

You can create an alert to monitor changes to state regulations going through the regulatory process. You can create these alerts from documents found in the State Net Regulatory Text or State Net Regulation Tracking sources. The alert monitors the regulation's progress and alerts you to any of the following status changes you select:

• Proposed
• Partial Adoption
• Adopted Emergency/Temporary
• Adopted/Final

Note: To track federal regulatory changes, create a Search Alert in federal regulatory materials, such as Federal Register. For more information, see Creating a Search Alert above.

Take the following steps to create a Regulatory Alert:

1. Retrieve the regulatory text document or the regulatory tracking document.
2. Click the Create an alert icon at the top of the document to open the Regulatory Alert dialog box.
3. Click the Edit   icon in the Title field if you want a different title for your alert.
   Note: The title defaults to your document citation.
4. (Optional) Enter a Description.
5. Check one or more EventTypes to from the list. These are the events that happen in the state regulatory process and you will get notified for each of the selected events that happen.
6. (Optional) Enter your Client (for billing) information.
7. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
8. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
   Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
10. (Optional) If you selected On Lexis+ & Email as your delivery method, check Notify me every time this alert is run, even if no update occurs under Email Notification if you want to receive an email every time the Alert runs.
11. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
12. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
13. Click Create Alert.

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 Creating an Entity Alert

You can create an alert based on the search that runs after clicking a linked entity or person name in a document.

Take the following steps to create an Entity Alert:

1. Click a linked entity or person name in a full text document, indicated by being hyperlinked with a drop-down arrow .
2. Click Create an alert from the pop-up window to open the Entity Alert dialog box.
3. Click the Edit   button in the Title field if you want a different title for your alert.
4. Note: The title defaults to the name of the person or entity.
5. (Optional) Enter a Description.
6. Check the Event Types to monitor from the list. The content type you were viewing when you clicked Create an alert is automatically checked. 
7. (Optional) Enter your Client (for billing) information.
8. Select how you want to see your results under My Alert Delivery. For more information about the options, hover your cursor over the information  icon.
9. (Optional) If you selected On Lexis+ & Email as your delivery method, select the Frequency for your emailed results.
10. (Optional) If you selected On Lexis+ & Email as your delivery method, enter email addresses in the Delivery Recipients fieldfor anyone you want to receive notification of results. You can enter up to 50 addresses. Enter an address and click out of the field to add the address, or select from a list of recently used addresses.
    Note: The email address associated with your ID is already added. The results email will be delivered to all recipients, but only the ID holder that created the Alert can retrieve results through the email.
11. (Optional) Enter email addresses in the Share My Alerts field for anyone you with whom you want to share the Alert. 
    Note: Sharing the Alert adds the Alert to the recipient's ID and they can see the full results. For more information, see Sharing Alerts.
12. Select Standard Expiration (5 years) or a Custom Expiration under Expiration.
13. Click Create Alert.

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 Creating a Public Records Alert

Public Records alerts work differently. For more information, see Public Records Alerts.  

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 Create an Alert Page Options

When creating any of the alert types, some of the options may differ slightly based on the alert type, but the pages generally have the same options and selections.  

Frequency

This field only displays when you select On Lexis+ & Email.

Select Daily, Business Daily, Weekly, Monthly, or As Updates Are Available to receive notification of new alert results by email. You can still check for new results online at any time regardless of your Frequency selection. You only receive an email at the designated frequency when there are new results matching your Alert criteria.  

Attachment Options

These fields only display when you select On Lexis+ & Email.

Select Include documents as attachments (up to 10MB) to receive full text delivery of alert results.

Check Please send my document delivery attachment as a compressed ZIP file if youwant all of the documents in your Alert results email combined into one ZIP file.If you do not check this box, each full text document is attached to the email as a separate file. 

Each Alert email is limited to 100 full text documents (in addition to the current 10MB total email size limit).  The attachments do not include highlighted search terms, and only in-plan documents are attached to the Alert results email. You can access out-of-plan documents on the product.

Note: The following disclaimer appears in the Alert email: Not all documents may be attached that were retrieved by this Alert, due to the size of the attachments and email limitations. You may still access all alerted documents using the links below.

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 Alert Email Delivery Times

Alert email delivery times are based on the user's time zone. For shared Alerts, when the owner and recipient are in different time zones, the time at which the Alert result email is delivered is determined based on the owner's time zone (e.g., 9:00 A.M. Eastern time), and is converted for the recipient's time zone (e.g., 6:00 A.M. Pacific time).  

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