TMLL Research Guide - Chapter 2


BOOLEAN SEARCHING

Boolean logic is used to construct search statements using logical connectors. This kind of searching allows you to relate multiple search terms together to more accurately express the concept you are seeking. You have probably performed simple Boolean searches on the Internet many times.

The three basic logical operators are

AND
terms on both sides of the connector must be present somewhere in the document in order to be retrieved (Some search engines use the plus symbol (+), some use the ampersand symbol (&) while others require that the connector be spelled out.)

A search for attorney AND malpractice would retrieve documents represented by the shaded part of the diagram

Attorney AND malpractice

Venn diagram showing search results for attorney AND malpractice

OR
if one of the terms connected by the OR connector appears in a document, that document will be retrieved. (Some search engines spell out the OR connector while some interpret a space as an OR connector.)

attorney OR malpractice

Venn diagram showing search results for attorney  OR malpractice

NOT
documents containing the term after the NOT operator will not be retrieved. (Some search engines call this connector BUT NOT, some call it AND NOT, others use simply NOT or a minus sign.)

Attorney NOT malpractice

Venn diagram showing search results for attorney NOT malpractice

Malpractice NOT attorney

Venn diagram showing search results for malpractice NOT attorney

The NOT connector can be a very tricky connector to use effectively. It takes only one instance of a word to eliminate a document from your results set.

These three connectors are available in just about any electronic research tool. More sophisticated connectors are available on Lexis and Westlaw, and are also becoming more prevalent in Internet search engines as well. One limitation to the basic connectors is that they work on the entire document. If you want to find cases about attorneys committing malpractice, the search attorney AND malpractice is too broad. It will find cases that are about medical malpractice, but have the word "attorney" anywhere in the document - even if it is just a sentence saying "the plaintiff's attorney objected to the evidence."

Proximity connectors help with this difficulty. Common proximity operators are:

WITHIN - search terms must be within a specified number of words of each other. There is a great deal of variation among the search engines with this connector. Some search engines call it NEAR, some allow "w/n" where n is the number of words, some offer "w/s" for within the same sentence, and some offer "w/p" for within the same paragraph.

PRE - the first term must precede the second term. Some search engines call it BEFORE, and some allow specifying the maximum number of words in between the search terms, e.g. attorney pre/5 malpractice.

ADJ - adjacency or phrase searching requires the terms to appear directly adjacent to one another and in the specified order. Some search engines use quotation marks to indicate phrase searching.

Most search engines have some methods for dealing with word variations.

  1. A root expander (often the ! symbol, but different engines may use different symbols) substitutes for any number of characters, e.g., depreciat! will search for depreciate, depreciated, depreciating, depreciation.
  2. The universal character * stands for one character, e.g. advis*r will search for advisor or adviser. You can use more than one universal character in one word, e.g. bl**d will retrieve blood and bleed.
  3. Many search engines, including both Lexis and Westlaw, automatically search for both the singular and regular plural forms of a word when you enter the singular form. Keep in mind that while Westlaw searches for both regular plurals - those formed by simply adding the letter "s" to the end of the word - and irregular plurals - for example, woman/women - Lexis searches only for regular plurals. When in doubt, enter both the singular and irregular plural, or use the root expander to pick up the different endings.

In all search engines, certain very common words such as on, under, with, will not be searched. Such words are called stop words, and each database has its own set of stop words. For example, the word "law" might be a useful term in a medical database, but it is so common that it might be a stop word in a legal database. For databases you use frequently, learn the stop words and avoid using those words in your searches.

Again, in all search engines, the order of connectors will dramatically affect your search results. In math 5 * (2 + 7) gives you very different results than (5*2) + 7. Similarly in electronic research, a search in a job listing database for attorney AND (Chicago OR New York)

Venn diagram showing search results for attorney AND (Chicago OR New York)

is quite different than a search for (attorney AND Chicago) or New York

Venn diagram showing search results for (attorney AND Chicago) OR New York

The first search will retrieve job listings for attorneys in Chicago and for attorneys in New York. The second search will retrieve job listings for attorneys in Chicago, and all job listings in New York.

Every search engine, including those for Lexis and Westlaw, has its own "order of processing," the order in which it processes the connectors if you don't explicitly set the order. For the multitude of general search engines, the best strategy is to explicitly set the order of processing by using parentheses and to avoid combining too many different kinds of connectors.

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