CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call

Thursday June 13^th, 2019

11am EST

Participants: Jenna Ellis ,C.J. Pipins, Vani Ungapen, Jonathan Cape

Agenda

1. Welcome
2. WK Programs, Activities, or Business of Interest to CRIV and/or AALL
   1. Malware attack – On Monday May 6, 2019 Wolters Kluwer found that they had viruses coming in, and they quickly shut down all systems because they knew they had to protect clients and data as fast as possible.  Next they brought in forensics team and all other necessary reinforcements.  By the end of the day Monday the virus was identified, it turned out to be a zero day virus, and they pushed a patch out.  The forensics team then figured out what type of damage it could do. It’s a malware virus and there is no evidence that it exported any data.  It attacked all of Wolters Kluwer – all divisions.  The team started scanning every server, and as they were determined to be clean and clear they brought them back up.  Client facing applications were at the front of this queue.  Cheetah started coming back within three days.  Some servers were affected and must be rebuilt.  By the weekend cheetah was completely back up, and the next week financial systems came back up.  Everyone is pretty comfortable that everything is fine now.  The final forensic report is pending but everything looks to be safe.  WK is going to start working with clients to make up for the down time.  Corporate is involved as well. There is no further information about that at the moment. Pretty comfortable that everything is fine.  The final forensic report is pending but everything looks to be safe.  jonathan.cape@wolterskluwer.com.
   2. New tax content – Tax essentials is a topically arranged content set. There are over 1000 topics.  It has been rolled out and integrated into the tax libraries in cheetah (if purchased).  Within two clicks a user can access an entire set of materials on a topic they select.  This is a new way to curate everything for the tax researcher.  The content includes an introduction written by outside experts or WK internal editors, primary and secondary content, smart charts, and practice aids.  It was created in response to tax researchers from schools, firms, and even accountants who described this as the way they want the information to be laid out.  Outside experts or WK editors write the content that introduces the issues and then users will find primary and secondary content on the same page.  Below is an example of the industry experts and their topic discussion and introduction, along with links on the left side to the primary, secondary, tools, etc.

Jumping into the topic links, organized on the topic page

• Outstanding Requests for Advocacy – NONE

1. AALL Programs, Activities, or Business of Interest to WK
   1. Preservation of historical legal resources – https://www.aallnet.org/wp-content/uploads/2019/04/The-CRIV-Sheet-Vol.-41-No.-3-042919_FINAL-WEB.pdf (p.6) Jenna will take a look and share this article with her team.
   2. CRIV Vendor Roundtable at the AALL Annual Meeting Sunday July 14 1:00pm – 2:00pm
      1. AI
      2. Unique identifiers
      3. Anything else that folks bring up

1. Course materials for students with disabilities – This is an upcoming problem that AALL members are starting to experience and investigate further. At the moment the default method of providing access to course materials to students with disabilities is limited to providing a PDF.  This is insufficient and does not address the vast array of disabilities that students face.
2. Thank you to Wolters Kluwer for being a silver sponsor for the AALL Annual Meeting. Thank you so much!!

LexisNexis/CRIV Call – June 12, 2018

1. Present on the call were Carolyn Bach, LexisNexis Senior Manager of Faculty and Librarian Relations; Teresa Harmon, LexisNexis Director of Segment Management; Drew Jones, Segment Manager; Kate Hagan, AALL Executive Director; Jim Gernert, Chair, AALL Committee on Relations with Information Vendors.

2. New Lexis Products of Interest

a. Ravel Caselaw – now includes scanned images of cases as they appear in print reporters; Federal and state cases back to the 1600’s.

b. Law360 has added a Tax authority section and a current awareness product.

c. AI/Machine Learning – Answer cards have been added to Lexis Advance; Ask Lexis Advance for noteworthy cases.

d. Judge answer cards: type in name in the form of a question; returns judge’s most recent or noteworthy cases; all level courts; still working on building out trial level courts.

e. News search relevance: There is now better ranking of news results due to improvements in the algorithm.

f. Additional segments have been added in Experts and Trademarks areas.

g. A holistic review of how results are presented was done. They now include additional information such as who wrote a news article.

h. QWIK format has been brought in to Lexis Advance, and can now be found in the Copyright, Trademark, News, Legal News, and Cases search results.

i. Lexis Practice Advisor now includes Federal Civil Practice and Antitrust.

j. Upcoming:

i. Lexis Practice Advisor: Plans to add a state law comparison, new databases for Tax, Private Equity, and Privacy.
ii. Integration of Ravel in to Lexis Advance, including PDFs, Ravel view, a citation visualization map, citation alternatives, and a visual representation. Ravel will eventually be integrated completely in to Lexis Advance, but isn’t there yet.
iii. Snapshot of Shepard’s from Results list will be added in approximately July 2018.
iv. Non-billable zone is being added to Lexis Advance. The expectation is that it will primarily be used by admins in law firms that bill back.
v. Integration points will be added through Lex Machina, including Answer cards
vi. Notice of Appeal language will be added, but it will still have the yellow triangle as well.
vii. Full-text alerts are being added to Lexis Advance.
viii. Awards segments will be added to the Jury Verdicts database.
ix. Law Reviews – names
x. Courtlink integration in to Lexis Advance will be coming by the end of 2018 or January 2019.
xi. Custom pages will be able to be shared in the non-billable zone that is being added.

3. Vendor Advocacy Issues (no new issues at this point)

4. CRIV Vendor Roundtable at AALL Annual Meeting – Lexis indicated that they would participate.

5. Lexis sponsored activities at AALL.

a. Gold-level sponsor of AALL conference, and also a sponsor of PLL summit.
b. Two Exhibitor showcases – Lex Machina –and Winning Litigation
c. Analytics Road map – Lexis Nexis legal analytics – This is a new product debuting at show.
d. Legal Analytics theme showcasing new products.
e. Lex Machina and Law360 will be at the Lexis booth.
f. Build your Lexpertise will be one of the activities at the booth. Attendees can complete a quiz and get a prize.
g. There will be separate Intelligize events, and a Law 360 wine tasting session on the 16th

CRIV Liaison and Bloomberg BNA Semi-Annual Meeting
July 16, 2018, at 11:30 AM ET

Attendance and Introductions:
The semi-annual meeting took place on Monday, July 16, 2018, at the Hilton Hotel during the annual meeting. The following people attended:
• Kirstin Nelson, 2017-2018 CRIV liaison
• R. Martin Witt, 2018-2019 CRIV liaison
• C.J. Pipins, 2018-2019 CRIV Chair
• Mary Jenkins, Executive Board Liaison
• Joe Breda, President, Bloomberg Law, Bloomberg BNA
• Rick Montella, Executive Vice President, Commercial Strategy, Bloomberg BNA
• Mike Bernier, Director of Library Relations, Bloomberg BNA

New Bloomberg BNA Products, Policies, and Other Issues of Interest to AALL Members

Bloomberg Law News
The upgrade of Bloomberg BNA Law Reports to the news platform is about three-quarters complete. The enhanced news products feature real-time delivery, custom alerts, a better mobile experience, and more. Users can now read three full news stories on a mobile device without entering login credentials. News content moved to the new platform includes Labor & Employment and Benefits & Executive Compensation, Intellectual Property and Tech & Telecom, and Litigation and Bankruptcy Law Reports. Some publications have been renamed.
Key titles changes as of July are:
• Bankruptcy Law News: which replaces Bankruptcy Law Reporter;
• Class Action Litigation News: which replaces Class Action Litigation Report;
• White Collar & Criminal Law News: which replaces Criminal Law Reporter and White Collar Crime Report;
• Product Liability & Toxics Law News: which replaces Product Safety & Liability Reporter and Toxics Law Reporter;
• E-Discovery & Legal Tech News replaces Digital Discovery & E-Evidence; and
• Product Liability & Toxic Law News replaces Expert Evidence Report

More changes are expected through the year with regular communications to customers about the changes.

Technology
Bloomberg Law continues to focus on the development of data analytics tools. Last year Docket Key was released, a tool that uses machine learning to classify underlying filings. Earlier this year, Bloomberg released Health Care Fraud Analytics which enables subscribers to search and filter health care fraud settlement agreements by court, entity, allegation, and date. More recently, SEC Administrative Law Judge Enforcement Analytics was launched. This tool examines trends and outcomes of SEC regulatory actions. Bloomberg Law plans to enhance existing content and release new data analytics tools in the future.

New Partnership with John Wiley & Sons
In February 2018, Bloomberg Law announced a new alliance with John Wiley & Sons. The partnership added over 60 titles covering a variety of legal practice topics, including corporate, IP, privacy, and cybersecurity.

Litigation Intelligence Center
Bloomberg Law recently introduced the Litigation Intelligence Center. The Center provides access to dockets and underlying documents, Docket Key, and docket alerts for tracking and business development. The Center uses Points of Law, an AI tool that decreases research time and quickly identifies appropriate language to strengthen legal arguments, for case law research. The case law research function includes access to BCite, Bloomberg Law’s citator. Litigation Analytics is included to provide analysis and information on law firms, judges, and companies.

Requests for Assistance/Member Advocacy Issues
There were ten formal requests for member advocacy filed with AALL. There were additional requests submitted to the CRIV committee. All requests for member advocacy focused on three main issues. They are:
1. Discontinuing print titles for existing subscribers

Bloomberg BNA is moving toward digital-only publishing. This decision is grounded in the reality that more and more libraries are moving away from subscribing to print titles. Bloomberg BNA stopped selling print titles to new subscribers over two years ago and is now moving existing subscribers to the same electronic-only access model. Three publications will continue in print.. Tax Management Portfolios (TMP) and Corporate Practice Series (CPS) will continue in print for until a date TBD.. No print sunset has been determined at this time. Subscribers will be notified in advance when an end date is determined. The ABA/BNA Manual of Professional Conduct will continue in print for the foreseeable future. BNA Books will continue in print and are not impacted by this policy.
2. Requiring a Bloomberg Law subscription for continued access to print Tax Management Portfolios

As accounts come up for renewal, libraries that wish to continue to receive the print version of TMP must license one or more seats to Bloomberg Law. Libraries that prefer electronic-access only are not required to continue a print subscription. Libraries also have the option to subscribe to Bloomberg Law: Tax and other Bloomberg BNA publications currently for sale on a designated-user license, as opposed to the entire Bloomberg Law platform. Bloomberg Law: Tax includes access to the Tax Management Portfolios. A standalone patron access terminal for just the Tax Management Portfolios is not available. The Patron Access Terminals have access to all of Bloomberg Law.

For libraries that provide public access in state, public, and government libraries, a Patron Access electronic license to the full Bloomberg platform is required. Libraries have the option to pay the additional cost to keep TMP or CPS in print until they cease publication. Patron access must be provided at a single-user access point and is priced at $13,390 per seat. Some libraries may require multiple seats with the number determined during the renewal process.
3. The cost and number of seats required to subscribe to or renew Bloomberg Law

For accounts that do not need to provide public access, there are a variety of subscription options. Subscribers can license the full Bloomberg Law platform, which contains all available content, or select segments based on specific areas of law. The list of products can be found on the Bloomberg Law website. A sales representative will determine whether individual or practice group level licenses are required. This is determined by a range of factors such a size of firm, size of practice group and additional metrics. To review options, contact your Bloomberg Law sales representative.
The meeting ended at approximately 12:30 pm.

Wednesday May 30th and July 6th 2018
Participants: C.J. Pipins, Jenna Ellis, Jim Gernert, and Chris Pamboukes
Agenda
I. Welcome

II. Preservation Survey – As a team they saw and answered the questions.

III. Outstanding Requests for Advocacy

a. Treatises – New Editions of looseleaf treatises are arriving without binders. Chris spoke to their technical training manager. You should get complimentary new binders with the new edition. Just call the customer care division of WK at1-866-529-6600. You could also email lruscustomercare@wolterskluwer.com. Feel free to copy Chris (Chris.Pamboukes@wolterskluwer.com) on the message if you would like. This might be part of the migration from print to online formats. The new binder will be generic and shouldn’t indicate a specific edition at all.

b. Cheetah problems – Users are experiencing problems with different browsers. Chrome is the best browser to use. Internet Explorer 8 or earlier will present some issues. Users should clear the cache and history, and use chrome. If users continue to experience problems with browsers they are encouraged to contact customer care and/or CRIV with a description of the issue. What exactly is happening on the screen? Which browser is causing the problem? These are all important details that can help us identify a solution to the problem.

c. Billing Issues –

i. Last year WK transitioned to a single billing system for all its subsidiaries. There have been growing pains, and some difficulties. They think most of these have been ironed out. If there are any remaining problems everyone should feel free to contact their account manager, Chris, and CRIV to get them sorted out.

ii. Chris is going to further investigate the docusign issues. Docusign serves as a failsafe to make sure that the customer knows exactly what they are ordering. However, docusign requires the purchaser to agree to terms and conditions which is time consuming and burdensome for customers who must wait for procurement or similar departments to consent to the terms and conditions.

IV. AALL Programs, Activities, or Business of Interest to WK

a. CRIV Roundtable – CJ will make sure WK has all the details.

V. WK Programs, Activities, or Business of Interest to CRIV and/or AALL

a. Cheetah Migration will be completed by end of this year. Intelliconnect will be officially sunsetted.

b. Cheetah Enhancements

i. A to Z list of titles is permanently on the blue navigation bar.

ii. You can now personalize each dashboard.

c. Webinars

i. The Wolters Kluwer webinar series, What Are The Experts Saying (WATES) has been expanded. So far it has spotlighted the editorial staff at WK. The next phase includes working with attorney customers as well. This way the programs are shining a spotlight on all the experts. Some programs will offer CLE credits. These are all free to customers/cheetah users. You can find a list of our Webinars on our Events Page: https://lrus.wolterskluwer.com/about-us/events-calendar/

d. White Papers – WK has a great library of white papers available. Usually (but not always) these are published along with the webinars.

i. Tax Cuts and Job Act: Impact to Individuals, Businesses, Energy, Exempt Organizations, IRS Administration, and International

ii. Tax Cuts and Job Act: Impact to Benefits, Payroll, Executive Compensation, and Retirement Professionals

iii. An Attorney’s-Eye View of Significant Executive and Congressional Actions in 15 Practice Areas

iv. Tax Reform Proposal Signals White House Broad Tax Policy for 2017

v. Practical Insight: Legal Project Management 101

vi. Hot Topics in IP: Litigation under the DTSA and Recent Supreme Court Decisions

vii. After Equifax, A Renewed Focus on State and Federal Cybersecurity Disclosure

viii. U.S. v Martoma Eliminates Proof of Financial or Other Personal Benefits to Tipper for Conviction

ix. Sexual Harassment Roundtable: Webinar Q&A

x. L&E Evolution: Redefining Employment Relationships

xi. Jackson Lewis: Class Action Trends Report—Minimum Wage Traps

xii. Recent Developments in Government Contracts Law

xiii. The Green-Eyed Monster at Work: When Does Jealousy Become Unlawful Discrimination?

xiv. Allina II Decision: Too Soon to Declare a Win for Providers?

xv. Redefining “Healthy” in Food Labeling: Key Themes Emerge

xvi. When can the OCC Charter a FinTech as a National Bank?

xvii. Hot Topics in SEC Filings 2017: Regulatory Roll-backs, FinTech, Cyber, and Blue Sky Offerings

e. MACA and FDKC use of Artificial Intelligence

i. MACA:

1. https://wolterskluwer.com/company/newsroom/news/2017/07/wolters-kluwer-launches-ai-enhanced-ma-clause-analytics-to-streamline-merger-agreement-process.html

2. https://lrus.wolterskluwer.com/store/m-a-clause-analytics/

ii. FDKC:

1. https://wolterskluwer.com/company/newsroom/news/2017/09/wolters-kluwer-introduces-ai-powered-predictive-analytics-to-federal-developments-knowledge-center.html

2. https://lrus.wolterskluwer.com/store/federal-developments-knowledge-center/

f. RBSource w/ RegReview

i. https://www.prnewswire.com/news-releases/wolters-kluwer-transforms-the-sec-filings-process-with-introduction-of-regreview-300539862.html

ii. https://www.lawsitesblog.com/2017/10/wolters-kluwers-new-regreview-expedites-sec-filings-identifying-changes-law.html

iii. https://abovethelaw.com/2018/02/regreview-by-wolters-kluwer-finally-rule-checking-and-sec-filings-made-simple/

iv. https://www.lawsitesblog.com/2017/07/wolters-kluwer-unveil-two-tools-bolster-securities-law-work.html

v. https://lrus.wolterskluwer.com/store/rbsource-rbsourcefilings/

g. IPO Vital Signs

i. https://www.ipovitalsigns.com/Public/WhatIsAnIPOVitalSign

ii. https://lrus.wolterskluwer.com/store/product/ipo-vital-signs/

h. State Tax Plus

i. https://lrus.wolterskluwer.com/store/state-tax-plus/

CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call

June 8^th, 2017

2pm Central

Participants: C.J. Pipins, Kate Hagan, Scott Murray, Chris Pamboukes, Jenna Ellis, and Barbara Cesiro

I.  Welcome

II. Outstanding Requests for Advocacy – NONE

III.  MARC Records Project Updates – Scott Murray

This project is ongoing and can be described as having two parts.  One part is the MARC record creation and the other is the software to make them available.  As for the MARC records themselves.  WK is continuing to learn how to make them and there are almost 3ooo records now.  WK is working on a major data improvement, which began in April. They are optimizing all the records based on customer feedback.  This includes modifying 740 fields and 856 fields on all titles.  There is now just one 856 field that links to that title; this reduces size of the record by half.  MARC records manager is also being optimized for performance to reduce login times.  They have also resolved a few challenges with anonymous access.  The titles and URLs report on the MARC record manager can provide “just the list,” and they are still exploring ways to eliminate duplicate records for a title that appears in more than one product to which a single customer subscribes.  Right now WK MARC records are available for IntelliConnect and Cheetah.  WK is looking at expanding this service to other products and are looking at other platforms that might do this.

IV.  WK Product Update

a. Archival law content added to Cheetah – Mostly for the SEC product line for securities and banking law. Formerly this content was only available in print.  This content will be available June week of 19^th at no extra charge.  It will automatically be added to that dashboard of online platform.

b.  There is a new product for tax research called Standard Fed Plus. This product provides point-in-time navigation and redline comparisons of federal tax regulations and guidance.  Here is a link https://lrus.wolterskluwer.com/product-family/Cheetah/Tax-Law/Standard-Fed-Plus. This product will be available by the AALL Annual Meeting in Austin.

c.  Enhancements to Cheetah’s news sign-up – There is now improved functionality for news alerts.  You can now find consolidated trackers and newsletters in the same section on cheetah, and there is a separate one for dailies.  Users can choose their preferred delivery format.  Users can also select an aggregated digest email option, so instead of getting 8 or 9 messages you just get one.

d.  What Are The Experts Saying? (WATES) seminars – Jenna Ellis – WK started providing these seminars 3 years ago.  Essentially bringing editorial dept. to the user to answer questions about current developments in an area of law.  A white paper is always the companion piece to the webinar.  There is PPT and an open discussion about the ins and outs of the developments of the field. These interactive webinars try to be conversational and directly address questions gathered before and during the program.  There are revolving topics, and naturally the webinars need updating sometimes.  They are offered at no cost.  There is a webpage with the current invitation and links to past WATES webinars here https://lrus.wolterskluwer.com/events/webinars/wates.  They have enjoyed good attendance, usually with a couple hundred people.  They are normally around 30 minutes long.  An exception is the upcoming one on Cybersecurity in the financial industry which will last 45 minutes.

V.  AALL Programs, Activities, or Business of Interest to WK

a.  CRIV Vendor Roundtable: Hilton Governor’s Ballroom Salon A, Sunday July 16th from 1:00 – 2:00 p.m. The topic will be preservation/archives/perpetual access.

b.  Kate mentioned that KnowItAALL, the AALL news round-up that comes out every day is opening up subscription access to everyone so vendors can sign up to get it now. This is curated content for all AALL stakeholders delivered via email every weekday.