Dewey B Strategic’s “Hits and Misses” Survey

In yesterday’s Dewey B Strategic blog, Jean O’Grady announced her “Hits and Misses” survey (which replaces the “Start and Stop” survey).  The survey, which closes on January 31st, asks participants to share their thoughts on what went right and what went wrong in the legal publishing industry in 2018.  As Jean mentions, there were a number of pivotal events announced last year, e.g. TR’s layoff, transitions in BNA’s content and AALL’s hiring of an attorney to address member complaints against Lexis.  With all that is happening in the industry, it will be interesting to see the Survey results! 

To read more, visit Jean’s blog here: https://www.deweybstrategic.com/2019/01/welcome-first-dewey-b-strategic-hits-misses-survey-legal-publishers-get-right-wrong-2018.html. 

CRIV and Wolters Kluwer Bi-Annual Call

CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call

Thursday November 29th, 2018

11am Central

Participants: Vani Ungapen, Jennifer Ellis, Chris Pamboukes, and C.J. Pipins

Agenda

  1. Welcome
  2. Outstanding Requests for Advocacy – None
  3. AALL Programs, Activities, or Business of Interest to WK
    • CRIV Vendor roundtable at AALL – CJ will keep everyone in the loop once scheduling and topic selection are complete. One topic idea is Artificial Intelligence. WK recently had an event in which the focus was AI and security, so they will definitely be able to participate in such a discussion.
  4. WK Programs, Activities, or Business of Interest to CRIV and/or AALL
  5. New library relations contact at Wolters Kluwer
    • Chris Pamboukes is leaving WK, and CRIV’s interim contact will be Jenna Ellis.
  6. New enhancements to WK platforms
    • Federal and International Securities (beta) related items button, based on machine learning and WK is requesting feedback from users as to the applicability and functionality of results: “This list of related documents is generated using a proprietary system of model-based machine learning algorithms which weight the distribution of topics and words along with the presence of inbound and outbound links. We’re piloting this feature in the Securities area and will expand to other content sets based on user feedback. Please, let us know how well this meets your expectations and anything you think can be improved.”
    • Topic Filter for Securities and Corporate research (see verbiage with pictures below):
Introducing the new Topic Filter for the Securities & Corporate content on Cheetah. Designed as both a pre- and post-search filter, this innovation allows users to quickly find content in the desired relevant area for a more targeted list of sources.
Topics will be added to the Filter Results as shown below:

CRIV WKNavigate to specific topics by drilling down to sub-topic levels, narrowing your search results further:

CRIV WK2

These new filters will replace Securities Topic Navigator, which is being discontinued. The new filters, being incorporated into the overall search process, should allow for a more integrated experience.

Westlaw rate increase on outside content

Thomson Reuters recently announced a rate increase on content outside of Westlaw fixed-rate contracts. Rate increases take effect on January 1, 2019. Customers should have received a letter containing links to details of the changes. Please contact your local rep for updated pricing or more information.

LexisNexis and CRIV Bi-Annual Call

CRIV / LexisNexis Fall Semiannual Call

Date: November 29, 2018

Participants: Carolyn Bach (Sr. Manager Librarian Relations and Faculty Programs, LexisNexis) and Teresa Harmon (Sr. Director Segment Manager, LexisNexis), Vani Ungapen (AALL Executive Director), CJ Pipins (CRIV Chair), Karen Provost (CRIV Liaison)

Requests for Advocacy:

  • There were two advocacy requests from law firms unable to renew their Law360 subscriptions without having a Lexis Advance contract. Lexis reached out to both firms to resolve, and provided us with this updated clarification around product packaging:

 “We’ve worked with Law Librarians and AALL over many years and deeply respect our longstanding relationship with this community. We see Law Librarians as critical collaborators in the journey to evolve our offerings and better serve all customers. It is in that same spirit that we’re engaging with AALL to fully understand the concerns that have been raised. Ultimately, our goal is to provide legal information and analytics that help lawyers cut through vast amounts of data to efficiently gain insights, make better decisions, and achieve the best outcomes possible.

We appreciated the time and effort the AALL leadership team put into sharing their insights on our products and pricing.  We will certainly keep these perspectives in mind as we move forward.  We also were grateful for the opportunity to discuss our integrated product strategy and our compliance process that includes internal and external legal review of all pricing and packaging prior to release to customers.  Since pricing and packaging plans vary by customer type and are customized to meet specific customer needs, we encourage members to follow-up with their LexisNexis account representative with any questions regarding their firm’s specifics.”

  • Monthly invoices for online products started to include a $2 charge per paper invoice. Customers were notified in the three prior invoices that a print invoice charge is forthcoming and were directed to the registration process for electronic invoicing. LexisNexis has worked hard to improve the online billing service and PowerInvoice so that all customers can enjoy hassle-free paperless billing. This offers a much more complete billing experience than paper: customers can view their invoices, statement of account, or pay an invoice at any time in PowerInvoice.
    To avoid this charge, simply register to receive electronic invoice notification emails via Powerinvoice. After viewing an invoice cite list, open invoices or you statement of account, click on register for online account management link to sign up, or contact your LexisNexis representative to assist.

New Product Release: We are very excited to share the news about Context on Lexis Advance. A new product that released on November 29th. Context is the legal industry’s first and only language analytics product that helps legal professionals build the best arguments for cases by knowing how judges are likely to rule on motions. Powerful language analytics are deployed across millions of documents, so one can quickly identify the language a specific judge frequently relies on and understand how an expert’s testimony stands up to judicial scrutiny.

Law School faculty received access to Context on Nov. 29th as part of their law school’s subscription. Students will have access in January.

All commercial customers can preregister for free access for a limited time here.

Lexis Advance enhancements:

  • Ravel View:

 

Ravel View is unique data visualization tool on Lexis Advance that helps users find the most influential cases faster, including cases that may have been overlooked. After running a search in case law, users can select the Ravel View icon that displays an interactive visual map of the top 75 cases and how they connect and interact with one another. Shepard’s® treatment is also integrated so researchers can quickly determine if a case has been treated positively or negatively. A popular tool among associates and law students.

  • Custom Pages and Non-billable zones:

 

Non-billable zones on Lexis Advance are a new custom solution exclusively available for law firm administrators to build and centrally control content sets. They can be shared firm wide or they can be sent to group within the firm. A key benefit is that users in a non-billable zone can easily transition to and from billable research. Also, non-billable zone-specific usage can be tracked in PowerInvoice™ and reduce billing data admin.

A clarification, where non-billable zones are set up by administrators, we also have a solution for end users called Custom Pages that released last spring. This is a tool that individual users can access to set up their own personal custom page with their go to sources etc.

  • Shepard’s:

 

– The new Shepard’s case card visually displays Shepard’s treatment, including the number of citations for each treatment, right from the results screen, helping researchers determine case relevance faster while browsing through their case law results. Plus view the most cited headnote in the case and display the Reason for Shepard’s Signal™ language—the language from citing references that most influenced a case’s Shepard’s Signal.

Shepard’s treatment for Notice of Appeal Filed has been applied to federal cases generating a yellow caution signal.

-Shepard’s treatment has been applied to statute sub-sections in select jurisdictions.

    • History grace period: Commercial customers who bill research can re-run searches within 24 hours without incurring an additional charge (from the search box, history or saved in Work Folders).
    • New segments in Jury Verdict & Settlements, Law Reviews & Journals and Company profile content
    • Federal case law enhancements: notice of appeal terminated and reporter placeholder for new Federal cases
    • Filter improvements in News content
    • Law360 newsletters now include hyperlinks to Lexis Advance for cited references.

Lexis Practice Advisor enhancements and new offerings:

  • New offerings: Data Security & Privacy, Tax, Private Equity and Investment Management, Financial Services Regulations. These practical guidance modules include access to practice notes, forms, clauses, checklists, secondary content, and relevant primary law.
  • State Law Comparison Tools: The new State Law Comparison Tool helps researchers quickly compare laws across states. The tool is available now for Labor & Employment, Data Security & Privacy and Intellectual Property & Technology, and will expand to more practice areas.
  • Smart Forms: The Lexis® Smart Forms tool provides automated legal templates in a question and answer format. The tool builds documents with the right data and clauses based on user answers. Completed forms can be downloaded as Microsoft® Word files (.docx) or PDF.
  • Smart forms are included in select Lexis Practice Advisor® practice areas including Commercial Transactions, Corporate and M&A, and Labor & Employment, with more on the way.
  • 2019 plans: Enhancements planned for Transaction Search, drafting solutions and developing more industry content in Financial Services, Insurance, Energy, Life Sciences, and Healthcare.

    AALL Updates – LexisNexis is continuing their sponsorship for the 2019 AALL Call for Papers and their longstanding LexisNexis AALL research grants.

In Canada, Artificial Intelligence is coming… for your legal research fees?

Some information vendors have been touting the value and benefit – specifically the apparent efficiency in legal research – of AI for a few years now, and it seems that the Honourable Mr. Justice A.C.R. Whitten of the Ontario Supreme Court of Justice is a believer.

In a recent decision [Cass v. 1410088 Ontario Inc., 2018 ONSC 6959], the Justice denies a $900.00 “legal research” disbursement for a number of reasons, and mentions – albeit in what would likely be considered dicta – that “[i]f artificial intelligence sources were employed, no doubt counsel’s preparation time would have been significantly reduced.” [¶ 34]

Also interesting, however, was that the Justice declined to adopt the simple suggestion of the plaintiff to strike the disbursement based on the query – “why is there a legal research fee for case precedents which are available for free through CanLII or publically accessible websites?”

h/t – Law Librarian Blog

Upcoming FDsys retirement

Word is that FDsys will be retired on December 14, 2018.  The “next generation” govinfo.gov, a service of the GPO, will replace it.  Important information about the transition and answers to frequently asked questions can be found here.

Thomson Reuters and CRIV Bi-Annual Call

Thomson Reuters and CRIV Bi-Annual Call

Nov. 9, 2018

Present: Caroline Walters, Harvard University, CRIV Liaison; Lori Hedstrom, National Manager, Information Management Advisors, Thomson Reuters; Rachel Torgerson, Customer Success Strategist, Finance Group, Thomson Reuters; Jeff McCoy, Communications, Thomson Reuters; Vani Ungapen, Executive Director, AALL

Notes submitted by Lori Hedstrom

Issue: Accounts Receivable – Dunning notices, timeframe for communications

Caroline submitted several member questions and comments regarding individuals’ experiences with their accounts. We are unable to address each one individually on this platform, but we can share information about how the system works so customers know the timing and processes at work.

Our systems are based on the net 30-day model and please understand that notices are automatically generated based on activity in the account, or lack thereof. There may be times when customers pay the majority of an invoice, but a partial amount may still be outstanding. Our system shows that residual amount as unpaid and generates a notice. Customer Service can walk customers through the system, with specific information on when their invoices are generated, when they are mailed, and when customers should expect to receive them each month.

Regarding copying directors and others in administration, dunning notices come out of our system addressed to the contacts listed. If the technical services librarian, the library director, and the dean are listed, they each will receive a copy. It is difficult to say why each individual was added – sometimes an administrator wants to know if payments are not being made timely and asks to be notified, or a librarian is promoted but not removed from the notification, as examples. If customers desire to remove contacts from the systems, they should work with their account manager to contact the Credit Management Team to ensure the appropriate contacts are in the system. Here is the general contact information for the Credit Management Team at Thomson Reuters for US Legal:

Email: WestAccountsReceivable@thomsonreuters.com

Phone: 1-800-522-0552

Fax: 651-687-4601

 Issue: Westlaw Edge rollout questions

Q: When will “regular” Westlaw sunset? For firms? For academics?

A: For the academic community, Jan. 1, 2019, is the date academic institutions will switch to Westlaw Edge. For law firms, we currently do not have a “sunset” date for Westlaw, but that will likely be around 2025.

Q: Will firms be able to choose between Westlaw and Westlaw Edge at renewal or for new customers?

A: Yes. Firms may choose between Westlaw or Westlaw Edge, but accounts will only have Westlaw or Westlaw Edge, as adoption is organization-wide.

Q: Can academics have access to both platforms for pedagogical purposes? There is concern among law schools that their students will only know how to use Westlaw Edge. Many of them may get jobs in firms that don’t have Westlaw Edge.

A: Students, similar to legal professionals that may change organizations, will still be able to use and benefit from Westlaw if their employer has yet to upgrade to Westlaw Edge. They may notice some of the efficiency tools such as the advanced search and analytics capabilities are not included, but they will still be able to conduct their legal research on Westlaw without disruption or feeling as they have to learn a new system.

Q: What if a professor is at a school that was an early adopter of Westlaw Edge and needs to grade their students’ work on Westlaw. Can they have access to Westlaw?

A: If a professor has transitioned to Westlaw Edge but need to grade on Westlaw, the professor can reach out to the Academic Account Manager and request a temporary password to get through this semester.

Thank you as always for the opportunity to meet and talk through members’ concerns. Please let me know if you have additional questions.

Lori. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Lori Hedstrom, MLS

National Manager, Information Management Advisors