LexisNexis Statement on Data Privacy Issues

At the CRIV/Vendor Roundtable at the AALL Annual Meeting on Sunday, a member asked the vendors to comment on their policies regarding providing user information to government agencies. In response to that question, Lexis has provided the following statement:

LexisNexis (Legal and Risk Solutions) does not sell subscriber user information collected from LexisNexis Legal and Professional customers to ICE or any other government agencies.

CRIV/Thomson Reuters Spring Call: June 12, 2018

CRIV/Thomson Reuters Spring Call: June 12, 2018

In attendance:  Lea Harpster (TR), Kendel Kirk (TR), Lori Hedstrom (TR), Kate Hagen (AALL), Caroline Walters (CRIV Liaison)

This call was primarily dedicated to the ongoing work and collaboration between Thomson Reuters/West and a group of Boston Acquisitions Librarians that began in November, 2017.  The original intent was to organize a “Listening Session” to hear a list of concerns regarding billing and other customer relations issues.  The notes from that original meeting can be found here.

Since the initial meeting in November, the two groups have met twice to fine-tune solutions and Thomson Reuters sent a survey to over 100K customers to get input on how Thomson Reuters can better describe product descriptions on their documents.   Approximately 300 customers completed the survey.  With the direction of the original Listening Session librarians, and the results of the survey, the following enhancements and improvements in billing are currently underway:

Product Description:  All titles will be listed on invoices as they appear on the title page.  While abbreviations and eliminations of portions of titles will be needed, as some titles exceed the 120 character field available, those changes and the abbreviations will be kept to a minimum and, in consultation with librarians, will be standardized and consistent.

Timing:  Customers should start to see this change in their mid-August invoices with the changes being rolled out based upon publishing schedules with the focus on codes products first

Refund Check Documentation:  Improved descriptions on refund checks. Timing:  Implemented in March 2018, but will explore additional presentation improvements in next phases.

My Account Training:  Enhance Customer Training on My Account

Timing:  Shared librarian relations contacts to customer group in Feb Follow-up session.  Hosting a My Account booth at AALL Baltimore.

Credit Memos:  Improving credit memo descriptions.

Timing:  Expected to be available in Q4.

Invoicing Prior to Shipment, Followed by Collection Calls:  Thomson Reuters is currently seeking examples of this problem.

Timing:  TBD 

Improve Descriptions on Account Statements:  Account statements being modified to be more descriptive.

Timing:  TBD

Add PO’s on the Invoice at Line Item Level:  A new process to add PO’s at an invoice level has been identified and is in queue for determining system changes needed and prioritization.

Timing:  TBD

Tax on Invoices When Account is Exempt:  Implementing monthly audit process including review of tax exempt status.

Timing:  New audit process began in June.

*Abbreviations that will be implemented consistently:

  • Postal code for State Name
  • Anno = Annotated
  • Consol = Consolidated
  • PP = Pocket Part
  • Supp Pam = Cumulative Supplementary Pamphlet
  • Bk = Book
  • Sec = Section / Secs = Sections
  • Rev = Revised
  • = Volume
  • Sub = subscription

**Abbreviations that will be implemented only on a as needed basis:

  • Prof = Professional
  • Vol = Volunteer
  • Unif = Uniform
  • Proc = Procedure
  • DR = Disciplinary Rule
  • Govt = Government
  • Resp = Responsibility
  • Alt = Alternative
  • Admin = Administrative
  • Stat = Statute

Next steps:

Thomson Reuters has received input on the abbreviations and guiding principles for the product description changes from two sets of customer groups

  • Additional titles are being reviewed for any added needs for abbreviations
  • Product Descriptions will be implemented with a new process involving both TR editorial and manufacturing teams
  • Customers will be pro-actively communicate that the description changes will be coming
  • Updated description changes will occur based on publication schedules focusing on code products first
  • Post abbreviation and guiding principles on My Account
  • Thomson Reuters would welcome input from customers on the effectiveness of changes post launch

Other Issues:

Another topic for discussion ensued after the spring call.  A member was concerned that they would not be allowed to purchase ProView eBooks if they were not Westlaw subscribers.  Below is their response:

“Thomson Reuters recognizes the needs of some customers who want eBook functionality without having Westlaw.  In cases where a customer is a non-Westlaw customer,  they can get ProView eBooks on a per-seat license basis.  The customers client managers can work directly with the TR ProView team on solutions.”

Economics and the Periodicals Price Survey of 2018

Flat budgets, price increases, and a reliance on status journals for tenure and promotion keep familiar pressures on the serials marketplace. Sound familiar? Here is a Library Journal blog post about spending on and by some libraries.

New Ways to Search Congress.gov

Have you been wishing for some better ways to search on Congress.gov? Well your prayers have been answered.  Check out their recent blog post about the new ways to search on Congress.gov.

Bloomberg BNA Vendor Liaison Call Notes from 12/2017 and 3/2018

CRIV Liaison and Bloomberg BNA Semi-Annual Meeting

December 7, 2017 at 11:00 AM ET

Attendance and Introductions:

Present on the call were: Mike Bernier, Director of Library Relations, Bloomberg BNA; Kirstin Nelson, CRIV liaison; Kate Hagan, Executive Director, AALL.

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

New Branding for Product Lines

Mike Bernier discussed Bloomberg BNA’s four key product lines, noting that each is now branded to highlight the topical content. The four product lines are Bloomberg Law, Bloomberg Tax, Bloomberg Government, and Bloomberg Environment. These platforms provide legal, tax, compliance, government affairs, and government contracting professionals with critical information, practical guidance, and workflow solutions.

BNA Law Reports Platform Changes

Mr. Bernier highlighted platform changes to BNA Law Reports that started to launch in October 2017. The new platform allows for real-time updates, rather than a single daily news release. This upgrade gives the platform a newswire feel. Users now have access to more customized alert settings, including time of day for delivery, and other filters. The changes were first rolled out with the Environmental & Safety materials, with several notices going out to subscribers before the platform change. The next practice area to see the new platform will be Labor & Employment and Benefits & Compensation Law Reports. Users will have dual access to the old and new platforms for 60-days to allow time to adapt to the changes. The new platform is intended to consolidate BNA news materials into fewer overall titles, but will not reduce the overall coverage. BNA will assign new ISSN numbers and revise MARC records to reflect the changes.

Points of Law

In September 2017, Bloomberg BNA released Points of Law. This tool offers a streamlined option for case law research. Point of Law uses machine learning algorithms to comb court opinions and highlight language critical to a court’s reasoning and link this language to a related point of law.

Length-Of-Case Predictive Analytics

Bloomberg BNA’s Litigation Analytics tool can now compare how long judges typically take to resolve cases, as well as how long cases take to resolve in specific jurisdictions and across all federal district courts. This new functionality uses docket information to provide predictive analytics to help determine litigation strategy and estimate costs.

Docket Key

In October 2017, Bloomberg BNA introduced Docket Key, a proprietary system that identifies and classifies entries on a docket sheet. The product uses machine learning to target 20 categories, including motions, complaints, notices, briefs, and orders.

Requests for Assistance/Member Advocacy Issues

There were no member requests for assistance received since the last meeting.

Questions/Updates

Ms. Nelson inquired about a timeline for the BNA.com sunset. Bloomberg BNA responded that no date had been set.

Meeting ended at approximately 11:45 AM ET

 ___________________________________________________________

CRIV Liaison and Bloomberg BNA Semi-Annual Meeting Follow-up

March 12, 2018 at 2:00 PM ET

Present on the call were: Mike Bernier, Director of Library Relations, Bloomberg BNA; Kirstin Nelson, CRIV liaison; Rick Montella, Executive VP, Commercial Strategy, Bloomberg BNA.

Addendum

In January 2018 CRIV received a request for assistance from an AALL member seeking an update on the status of the BNA.com platform. In follow-up correspondence with Mike Bernier, a plan to sunset the platform was made after the December 2017 call. CRIV scheduled a follow-up teleconference to gather information. Greg McCaffery, Chief Executive Officer of Bloomberg BNA, released a Customer Communication in early 2018 describing changes to BNA.com that will take place over the remainder of the year.

Sunset of BNA.com

Bloomberg BNA has released a timeline for the sunset of the BNA.com platform. Bloomberg BNA will also decommission numerous print titles, but content will remain electronically available. Access to BNA.com will end as contracts come up for renewal, and subscribers may continue their BNA content by upgrading to Bloomberg Law, Bloomberg Tax, Bloomberg Government or Bloomberg Environment, or a portion thereof. Most print publications will cease in 2018, and will require a Bloomberg BNA subscription for electronic access. Bloomberg BNA is providing print subscribers five seats to the equivalent electronic content until the end of an existing contract. Tax Management, Corporate and Healthcare Portfolios will continue in print but a Bloomberg BNA electronic subscription will be required to receive the Tax Management print series only. . The ABA/BNA Lawyers’ Manual on Professional Conduct will continue in print format.

Please direct questions about BNA.com content and contracts to your account representative.

Meeting ended at approximately 2:25 PM ET

Docket analytics study finds women less likely to get a day in court

Oh, to be a television lawyer.  You take a case on Monday and by Tuesday morning you are in court making a speech to the judge about what justice demands.  Of course for real attorneys, a day actually in court is the exception not the rule. And if you happen to be a woman, your chances of making a court appearance drop precipitously.

This is the grim conclusion reached by Michael Sander, a former litigator, founder of Docket Alarm and now Director of Fastcase Analytics, after analyzing a large set of court dockets.  While some firms did better than others, on the whole women were exceedingly underrepresented in court appearances by major firms.

Read more about Michael’s effort here.  

Wolters Kluwer/CRIV Vendor Liaison Call Notes from 11/27/2017

CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call
Monday November 27th, 2017
2pm Central
Participants: C.J. Pipins capipinsii@law.umaryland.edu, Kate Hagan khagan@aall.org, and Chris Pamboukes chris.pamboukes@wolterskluwer.com

Agenda
I. Welcome

II. Outstanding Requests for Advocacy – NONE

III. AALL Programs, Activities, or Business of Interest to WK
a. Getting ready for the AALL Annual Meeting in Baltimore next July. The annual meeting program committee met and selected programs for 2018. Kate will be in contact with marketing folks at WK to disucss their activities at the meeting, in late November
b. There will be a CRIV roundtable at the annual meeting in Baltimore. More details are forthcoming.
c. AALL is working on a survey to determine the State of the Profession. A group of AALL members from diverse library types is developing a survey to look at trends, challenges, and benchmarking that will be of value to our members when assessing their libraries and what they should be looking at to move their libraries forward. The hope is that it will be completed by next fall.
d. Wolters Kluwer should continue to send anything newsworthy to the AALL daily news message Know It All for distribution to AALL members. Product releases, etc. WK would like any current awareness sources from AALL.

IV. WK Programs, Activities, or Business of Interest to CRIV and/or AALL
a. WK is sun setting Intelliconnect. The Tax and Accounting platform, which looks similar to Intelliconnect, will NOT be sun setting. They will retain their tax content on that platform and that info will be mirrored on cheetah.
b. Recently WK extended the Standard Federal Tax Reporter historical content. Wolters Kluwer partnered with Hein to provide archives of materials from 1917-1985. Content includes the Internal Revenue Code, IRS publications, and the tax regulations.
c. The research folders from Intelliconnect have been renamed “worklists” for the cheetah platform. Thanks to a recent enhancement, users who do not access Cheetah through an IP range can now share and transfer ownership of worklists to others on the same account. Also, any user can go in and change their password; they no longer have to contact their account representative to get it changed.
d. WK is doing lots of academic training right now, and getting good feedback about cheetah. They are still migrating a lot of premium accounts.
Training and support Site for Cheetah
e. WK has also started focusing on more outreach to law students in addition to librarians. There are many ways to deliver law student training. Schools interested in exploring the training options should contact Chris or their Wolters Kluwer account representative.
f. ID manager 2.0 – For accounts that do not access Cheetah through an IP range, ID Manager 2.0 is a free service from WK where a librarian who is the site contact can manage their account’s user IDs. The site contact can also and go into individual’s accounts in their organization to customize that individual’s cheetah experience. This is really a back end tool to customize someone’s homepage on cheetah to highlight certain content for that person. ID manager also allows the site contact to create user IDs for individuals. To access it click ID Manager 2.0.
g. WK has cheetah widgets that provide functionality that was not previously available. You can search in a cheetah widget on your platform and you can embed the widget on a SharePoint page. That allows you to get access to the WK publications from right there. The widget is free and does not require the user to login. Widgets can help surface content for which users don’t normally search or don’t know exists. Anyone with a username and password can make a widget. Check it out here
Cheetah Widgets
h. For a while now there have been quick start cards to help users quickly see and understand the features available with a WK product. Now there are content specific quick start cards available on the training and support website. Users can also access training videos there as well. Also on this page under specialized training there is a legal pro virtual training option that specializes in one on one training with a person. Users can get a single WK-trainer who will spend 30 minutes to an hour with you. This feature is called Legal Pro Virtual Training. There are lots of options for choosing date/time, and don’t worry. Legal Pro Virtual Training does not count against your contracted hours of training and support time.
Legal Pro Virtual Training.