Modifying a Search

There may be times when a keyword search returns a larger number of results than you had anticipated. Sifting through these results can be laborious, particularly if you are looking for a specific piece of information. Checkpoint makes it easy to change your search parameters:

• On the Search Results screen, you can change or add to the Keywords field at any time and then click Search.
• If you want to modify the sources you are searching, there are several ways to return to the search parameters screens. Depending on how deep you are in reviewing search results, click Back to Search Results and then Back to Search in the upper left of the screen to return to the search parameters screen.

Example: Narrowing Search Results

Suppose you are searching for information on IRA accounts in the Federal Editorial Materials sources. In your initial search, you may have typed "Individual Retirement Account" in the Keywords field. However, you find that this keywords string yields 4,874 documents, which is far too many to be manageable.

Given that your client is a widow, you can add the term "widow" to the Keywords field in the Search Results screen and click Search. That returns 157 results.

Add "early retirement" to the Keywords field and click Search. That returns a much more manageable 16 results.

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