Performing an Intuitive Search

When you perform a keyword word search, you must select either Intuitive Search or Terms & Connectors as the search method.

Checkpoint's Intuitive Search recognizes if you enter a sentence, terms & connectors, or a citation and interprets your query to return the most relevant results for the terms you entered. It takes advantage of historical usage data, giving higher importance to documents that are frequently accessed by your peers, as well as our editorial know-how embedded within the content. It helps you find what you need to find, without being an expert on the topic or the search engine.For example, you could enter:

Can I deduct landscaping expenses for my home office?

The search returns a list of results (up to a maximum of 2000) that are the most relevant to that search phrase. Relevance is determined by an algorithm that weighs factors such as the number of keywords from the search phrase found in a document and the proximity of those keywords to each other.

Note: You have the option on all views to display or remove the display of the Best section (the most relevant section), which is displayed in green text.

You can perform an Intuitive Search from any screen that has a Keywords field. In this example, you will use the Search screen.

To perform an Intuitive Search:

1. On the menu bar, click the Search menu.

   The Search screen appears with Keywords search as the default view.

2. On the left navigation bar, select a practice area from the Practice Area drop-down list.
3. Select the appropriate check boxes from the source sets. If you want to select an entire source set, click the check box next to the source set name (such as Editorial Materials).
4. You can also select a custom source set from the Choose Sources from drop-down list.
5. Select the Intuitive Search option below the Keywords field.
6. Type your search phrase in the Keywords field. Checkpoint's Intuitive Search technology automatically recognizes if you enter a sentence, terms & connectors, or a citation and interprets your query accordingly.
7. You can also click the Thesaurus/Query Tool link to access these advanced search functions:
   • Click Tools to access the select from previous keywords list that lets you choose one of the last 10 queries you have used.
   • Click Thesaurus to generate a list of synonyms that appear in the sources you are searching. Click the synonyms you would like to include in the search. To automatically include all synonyms, click the Include all alternatives in query link.
   • Click Spelling to run a spelling check on the query.
   • Click Restrictions to refine your search by requiring or excluding words from the current query.

8. Click Search to execute your search.

   The search results appear in the format determined by your Options search/display settings.
   

9. When you are finished, you can click the Clear All link to remove keywords from the field, clear selected sources, and return to the default Search settings.

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