CRIV/LexisNexis® Semiannual Call

The CRIV/LexisNexis® semiannual call took place Friday, December 16th at 12:00 p.m. Central. Attendees on the call were:

Carolyn Bach, Sr. Manager, Knowledge & Research and Faculty Programs

Simon Weierman, Sr. Director, Large Markets

Monique Gonzalez, CRIV Liaison to LexisNexis®

Vani Ungapen, Executive Director of AALL

Michelle Hook Dewey, AALL Executive Board Liaison to CRIV

The semiannual vendor calls provide an opportunity for the CRIV vendor liaison to discuss and follow-up on any requests for assistance that have come in from AALL members, related to that particular vendor, as well as an opportunity for the vendor representatives to apprise CRIV, and, by extension, the AALL membership, of any recent product updates since the last call. CRIV has not received any requests for assistance pertaining to LexisNexis® in the last six months, so the call consisted of news and product enhancements released between July and December 2022.

New Developments


  • Released Fact and Issue Finder, a powerful, practice-specific feature empowering litigation researchers to rapidly find resources pertinent to issues, topics and facts. Winner of the LegalTech Breakthrough Award For “Legal Search Solution of the Year”
  • Search experience:
    • Query building tools (connectors and segments) for Search Within
    • Run Search As, a toggle for transparency & control over your query
    • Improved relevance and presentation of  Lexis+ Answers
    • Enhanced segment searching ofNational Labor Relations Board decisions
  • Multiple Shepard’s® enhancements were rolled out, including:
    • Ability to narrow citing decisions by publication status in Shepard’s® Statutes Reports.
    • Extended coverageto over 14,000 TTAB decisions for complete agency coverage
    • 85+ agencies were extracted for citations to cases and statutes—and incorporated as citing decisions in Shepard’s reports.
    • 52 state and territorial administrative code citing sources added to the Shepard’s report.
    • Tennessee Workers Comp Claims and IL Labor Relations Board history connections were completed for the entire collection.
    • Enhanced for Shepardizing™ administrative decisions—citing references will display preview text and links to the cited reference in the full documents that use a parallel citation of the Shepardized™ citation.
  • Expanded tools to improve Document review, including:
    • Court Rule Compare tool enabling customers to compare current and archived versions of federal and state court rules.  
    • Federal & State Legislation Compare feature for single‒click comparison of bill versions.
    • Filings tab in Cases added for easy access to all related court materials corresponding to the case being viewed.
    • Enhanced Copy with Citation to include TX Petition and Writ History as defined by the Greenbook. Shepard’s® histories were added to over 100K Texas Court of Appeals documents in support.
  • Extended Legal News Hub coverage through integration of 40 Mealey’s® Litigation News focused publications, Law360® Real Estate Authority, and FTC Watch™
  • Improved tools for monitoring and leveraging content through Lexis+®:
    • Refined Search Alert form for easier alert setup
    • Ability to sort Work Folders documents by jurisdiction
    • Annotations and Highlights options added to Download dialog for documents saved in folders
    • Improved Alert delivery with the option for full-text document grouping
  • Law School Student Preference Update:   LexisNexis® Widens Lead as Top Research Platform Among Next-Generation Lawyers
  • Coming Soon: More Like This Passage, enabling researchers to identify an important passage in a case law document and with one click find other cases with highly similar language using a highly targeted approach.

Lexis+® & Lexis® – Content Additions

  • Released 32 exclusive Matthew Bender® treatises and guides including Artificial Intelligence, Blockchain & Smart Contract Law, Corbin on Contract Drafting, Corbin on New York Contracts and Dorsaneo & Chandler’s Texas Claims and Defenses.
  • Released 49 licensed treatises from the American Bar Association, American Lawyer Media, state bar associations and Wolters Kluwer, including Antitrust Law: An Analysis of Antitrust Principles and Their Application (Areeda & Hovenkamp), Fundamentals of Municipal Finance and Employment Law Answer Books.
  • Released Jury Instructions in seven states, extending market-leading coverage to 47 states compared to Westlaw® coverage of 37 states and Fastcase® coverage of 26 states.
  • Added over 127K federal cases, 82K state cases, 539K trial court orders, and 830K brief, pleadings, & motions documents in H2 2022 to our leading primary law collection

Practical Guidance

  • Market Standards, Antitrust module released with 1400+ deals, 40+ specialized deal points with precedent language and market trends data visualizations
  • Improved searching and sorting within Automated Templates
  • A new Construction practice area was launched
  • Expansion of practical guidance in video format with over 375 short, practical videos now available
  • Explore the latest practice insights in our Practical Guidance Journal
  • See more of what’s recently been updated within Practical Guidance in our Issue 2 (August) and Issue 3 (November) Newsletters
  • Coming Soon: Commercial preview of Agreement Analysis— a new document analysis tool that supports transactional attorneys in analyzing, negotiating and finalizing transactional agreements.  


  • Rollout of CourtLink update Search page designed to be faster and more responsive when entering your search criteria
  • Expanded criminal docket collecting in the U.S. District courts, to automatically collect new proceedings in every docket throughout the day
  • Released coverage for 10 new courts not previously available
  • System updates to improve overall performance & reliability including restored connections with select courts (offline for their own maintenance) impacting access to documents and document delivery through CourtLink
  • Updated the “Last Retrieved” date field for tracking dockets to reflect the most recent successful docket update
  • Added  Document Type filter for more precise search capability and expanded  range of searchable federal docket number formats to include judges initials

Lexis® Verdict & Settlement Analyzer (VSA)

  • Added new filters to narrow your search results including plaintiff age and sex
  • Updated work folder & delivery capabilities consistent with Lexis+®
  • Integration of cases by resolution analytics into Lexis+ when searching Jury Verdicts & Settlements as a preview allowing for deeper insights—available through Verdict & Settlement Analyzer
  • Improvements to the presentation of graphical analytics on VSA
  • Updated user experience for presentation of results to be consistent with Lexis+
  • Improved search relevance, consistent with searching on Lexis+
  • Improvements targeted to improve accessibility to VSA

Lex Machina®

  • Launched State Motion Metrics—taking the next step forward in providing the most accurate, comprehensive and complete litigation analytics on the market by incorporating Legal Analytics for state motion practice (“State Motion Metrics”) into the platform. State Motion Metrics allows users to quickly assess their state motion strategy and easily identify winning arguments.
  • Rollout of legal analytics coverage for a new practice area,Internet Law—adding over 10,000 cases to the Lex Machina® dataset.
  • Legal analytics coverage added for Chapter 11 Proceedings in Bankruptcy Court, providing unparalleled insights into an entirely new U.S. Court system— adding over 115,000 proceedings filed since 2009 under Chapter 11 of the Bankruptcy Code.
  • Launched multiple industry trend reports (available to non-subscribers)
  • 2022 Employment Litigation Report – While employment case filings declined throughout the pandemic to the lowest number in a decade, COVID-19 cases and damages awards have remained robust
  • 2022 Torts Litigation Report – While torts case filings (excluding mass torts) have remained fairly steady over the past 10 years, motor vehicle and premises liability cases have increased over the same period
  • 2022 Contracts: Commercial Litigation Report – Commercial litigation case filings have declined steadily throughout the last ten years to the lowest number in a decade, while the total amount of damages awarded each year has remained steady
  • 2022 Bankruptcy Report – Chapter 11 bankruptcy proceedings in 2021 dropped to the lowest number in a decade; case filing trends revealed the disparate effects of the pandemic on different Chapter 11 bankruptcies
  • 2022 Surety Bond Litigation Report – Surety bond litigation cases, including Miller Act cases, dropped to the lowest number in a decade in 2021, while total amount of damages awarded remained generally steady over the past ten years.


  • Launch of Law360® Pulse Small Law, delivering industry-leading business of law news directly to small law legal professionals to keep them informed.
  • Named the #1 Legal News Source by the ABA Law360 is named the “Leading Fee-Based Online Services Most Preferred for Legal News” and “Leading Fee-Based Online Services Used for Legal News” by the ABA® Legal Technology Survey Report 2022.

Nexis Newsdesk

  • Expansion of Usage Stats – Download Newsletter Usage Data
  • Ability to delete previously added RSS/User Added feeds
  • “Favorites” and “Group Content” sections added to Saved Content panel
  • 3 additional editorially created National Source Lists: U.S. Major Newspapers, UK National Newspapers, and Netherlands National Newspapers
  • Newsletter Edit & Send Changes:   rearrange or remove articles prior to sending

Resources for Legal Information Professionals:

LexisNexis, Lexis, Lexis+, Shepard’s, CourtLink, Lex Machina, Mealey’s and the Knowledge Burst logo are registered trademarks of RELX Inc. Law360 is a registered trademark of Portfolio Media, Inc. Matthew Bender is a registered trademark of Matthew Bender & Company, Inc. FTC: Watch is a trademark of MLex Limited. Westlaw is a registered trademark or trademark of Thomson Reuters. Fastcase is a registered trademark of, Inc. Other products or services may be trademarks or registered trademarks of their respective companies.

Going “Off-Label” to Prove Library Value

The author is CRIV member Carol Ottolenghi, Director of Research & Library Services, Ohio Attorney General’s Office

            Going “Off-Label” – using products in new or unexpected ways – can provide needed resources, save your organization money, and demonstrate your Library’s value. This post describes recent off-labeling at the Ohio Attorney General’s Office (OAGO). If your Library uses an information product in an innovative way, please share it in an email to the CRIV Blog Coordinator, Christy Smith  ( Your responses may appear in future blog posts or CRIV Sheet articles.

            Legal organizations use scores of electronic products. Many of them have little direct Library application. However, our Library staff stays aware of 1) the tools the OAGO has, and; 2) the activities and needs of the various agency sections.

            This awareness is key to “off-label” success because the OAGO is so large that many sections do not know what the others are doing, except in a general sense. By making it a point to regularly query sections about their needs, Library staff can promote information-product sharing. We can help develop procedures that use existing tools in new ways. For example, in 2021, we tested and demonstrated how two of our litigation-support tools could also help our Law Enforcement agents organize cold case files. This:

  • Increased OAGO efficiency
  • Spread the product costs across additional sections
  • Showed the OAGO as an effective steward of public money, which made Administration happy
  • Demonstrated Library value to Administration, the new users, and Finance.

            I emphasize this last point because it is no longer enough for Libraries to do good work. If Libraries are to thrive within our organizations, we must be seen doing good work.

            Our most recent off-labeling adventure involves that quintessential Library product: the catalog. This project is currently underway and will be fully operational early in 2023. It began because the OAGO is moving to a new case management system. Unlike our previous system, the new system doesn’t play nicely with several existing programs. In addition, the new system “silos” information so that each section can see only its own documents.

            While this system may work beautifully for case management, it severely limited access to the Office’s section-based collections of institutional knowledge. It also prohibited the sections from searching our “PDF Library” – our 100,216 digital documents version of the old-school “vertical file.” It created, in short, a knowledge management (KM) problem.

            Great angst ensued when this was recognized.

            Necessity is the mother of innovation, as well as invention. After Librarian-worthy cursing and gnashing of teeth, we realized that a catalog upgrade might resolve some of the agency’s information-access problems. Obviously, catalogs are KM products. But they are not marketed as such. To convince our agency’s powers-that-be that this was a viable answer that deserved funding, we worked with our current catalog vendor to explore product aspects that fit specific OAGO KM needs. Vendors are (very) eager to help you develop new uses for their products, so it’s vital to keep them on task. The grid below is a simplified version of the one we used to keep our discussions focused on the OAGO’s needs, rather than vendor selling points.

NeedWhat would a Successful Solution Look Like?What Product Feature Could Fit the Need & How?
Cost-neutral solutionCost of the solution would be no more than the cost of the now-useless KM productsCost of the catalog upgrade was less than the cost of the KM products
Agency-accessible way to store Library collection recordsA Library catalog open to all members of the OAGOThe catalog could sit on a separate server and be open to all members of the OAGO
Agency-accessible way to store PDF Library records linked to PDFsA Library catalog open to all members of the OAGO that links to documents stored by the LibraryThe upgraded catalog allows linking to documents in the Library’s storage system
Agency-accessible way to store section-specific knowledge linked to section documentsA Library catalog open to all members of the OAGO that links to documents stored by the LibraryThe upgraded catalog allows linking to documents in the Library’s storage system
Way to load existing collection records with minimal Library staff inputExisting catalog entries transferred with minimal Library staff inputExisting catalog entries transferred with minimal Library staff input
Way to load existing PDF Library documents as searchable documents with minimal Library staff inputExisting PDF Library documents transferred as searchable documents with minimal Library staff inputExisting documents are loaded with minimal Library staff input. If the documents have been saved with Optical Character Recognition (OCR) features, then they are searchable.
Way to load existing section-specific documents with minimal Library staff inputExisting section-specific documents transferred with minimal Library staff inputExisting documents are loaded with minimal Library staff input. If the documents have been saved with Optical Character Recognition (OCR) features, then they are searchable.
Way to collect section documents in the futureAutomated process to collect documents curated by the subject matter experts (SMEs)in each sectionA Library query system that allowsOAGO staff to send us documents approved by SMEs. Still requires Library staff to enter materials into the catalog and storage system.
Support for the Library and OAGO IT section during and after implementationScheduled meetings, upload assistance, and check-ins, as well as a “help hotline.”Scheduled meetings, upload assistance, and check-ins, as well as a post-implementation “help hotline.”

            Our Library has two full-time, and one part-time, Librarians. That made vendor assistance in this project’s implementation the key to its success. We emphasized that from the beginning, and the company has proved a worthy partner. Library staff still has a lot of work ahead. But, it’s traditional Librarian work – collecting, organizing, disseminating – work that demonstrates the Library’s value to the OAGO.

This sort of Library-vendor collaboration isn’t unique, or even unusual. Please send your experiences to the CRIV Blog Coordinator, Christy Smith (

Carol Ottolenghi is Director of Research & Library Services at the OAGO, and the author of Intentional Marketing: A Practical Guide for Librarians, published by Rowman & Littlefield.

Wolters Kluwer Semi-Annual Call

CRIV Vendor Liaison – Wolters Kluwer Semi-Annual Call


Attending:       Jenna Ellis, Wolters Kluwer Liaison

                        Vani Ungapen, AALL Executive Director

                        Michelle Hook Dewey, AALL-CRIV Board Liaison

                        Jane Bahnson, AALL CRIV Wolters Kluwer Board Liaison

The meeting commenced at 3:00 pm. Jane has taken over as the new AALL CRIV Wolters Kluwer Board Liaison; all others are continuing on and we are looking forward to a productive year.

Updates from Wolters Kluwer

Jenna Ellis told us of new enhancements to VitalLaw.

One enhancement is the addition of Abortion Restrictions Jurisdictional Compare Smart Chart to the “Smart Chart” tool, which is a multi-jurisdictional comparison survey that includes laws, regulations, executive orders, and seminal cases. This new topic compares abortion rights and restrictions by topic, such as time and  insurance coverage restrictions, and across multiple jurisdictions.  Links provide full access to the underlying documents  and the chart format can be customized. This new smart chart is available to most subscriptions that include the related underlying publications.  

Another enhancement involves the expansion of research features available to everyone for the statutes and regulations database, which includes primary statutory and regulatory law at both the state and federal level. The search template now offers search by “document type” in addition to the jurisdiction, citation, and keyword options. There is also a “curated topic” option that will retrieve cross-jurisdictional results on a specific topic through a pre-designed Boolean search. For example, for the curated topic “cannabis,” there are six pre-designed searches that retrieve relevant laws and regulations on discrete subtopics. One such subtopic, “Medical Marijuana Cultivator Requirements” runs the search “cannabis w/5 medical AND cultivat*” and retrieves 1,021 cross-jurisdictional results.

Another feature, Next Generation Laws and Regulations, alerts users to updates or pending updates in laws and regulations. Researchers can use pre-search filters, curated topics, “show all future versions,” and other functions.  An orange flag identifies those laws under revision, and a redlining toggle in the upper right of the screen allows the reader to see what the changes are. New language is indicated in green type, while deleted language is shown in red type. These changes will remain for a few weeks after the changes take effect. There is no retained archive of older versions of the laws after this period has run.

Wolters Kluwer representatives can also provide training on the use of its products, including training for law schools in conjunction with upper level courses on topics such as tax and arbitration. Contact links are available on the VitalLaw home page.

Requests for Assistance

No formal requests for assistance were submitted, but one issue of concern was raised to a CRIV member regarding the receipt by individuals of Wolters Kluwer communications they no longer wish to receive. Wolters Kluwer acknowledges some who have opted out of communications may be on different lists and is taking steps to make sure the lists are updated.

Updates from AALL

The 2023 AALL conference will take place from July 15-18 at the Hynes Convention Center in Boston. The topic for the vendor round table has not yet been determined, but all expressed a preference for an in-person meeting if possible. The format will be decided when the date gets closer and will be influenced by health and environmental concerns as they exist at the time of the conference.

The meeting adjourned at 3:30.

Survey of Library Services Platforms in U.S. Academic Law Libraries

Having just participated in a demo of a fairly new library services platform, I wanted to identify other ABA-accredited U.S. academic law libraries that are using the system and to see what other systems academic law libraries are using. Having been in the academic law library world for a while, I recall the days when Innovative Interfaces, now part of Clarivate, dominated the academic law library integrated library system landscape. However, there are newer systems and vendors in the landscape.

Our demo was timely because November marks the month that Marshall Breeding, founder of Library Technology Guides, sends out the annual International Library Automation Survey.

Judging by the data found in Library Technology Guides, searches of catalogs of about 35 libraries not included in Library Technology Guides, and a few questions to some individual libraries, it appears that Innovative is still a contender with about 34% of U.S. academic law library users using Sierra (or Millennium) but Ex Libris, also a part of Clarivate, has taken the lead with about 39% of academic law libraries using Alma. OCLC’s WorldShare Management Services (WMS) has about 9% of the market and SirsiDynix has about 7% of the market with Symphony. Other contenders are the open source Folio with about 4% of the market; EOS.Web (a SirsiDynix product), the open source Koha, and Voyager (an Ex Libris product) each comprise about 2% of the market; and Aleph (an Ex Libris product) and Tind, each have about 1% of the market.

There are about 43 U.S. academic law libraries with English language catalogs that are not listed in Library Technology Guides. To see if your library is included, check the directory of U.S. academic law libraries. You can also check out the market share listed in Library Technology Guides, but keep in mind that not all academic law libraries are included.

The Federal Depository Library Program . . . Going “All-Digital”?

With more than 1000 library participants nationwide, the Federal Depository Library Program has long served both as a means for the public to access materials published or authored by the federal government and for ensuring the preservation of current and historical government information.  Libraries that participate in the Program include academic, judicial, and government law libraries, college and university libraries, public libraries, and historical societies; member libraries have historically received print and /or microform copies of selected government documents at no charge and, in more recent times, digital access to some government publications as well.  In late 2021, the FDLP notified libraries that, beginning in 2022, distribution of documents in microform formats would be phased out.

Since 2014, libraries new to the FDLP have had the option of selecting only those documents that are available in digital formats (so, they’re all-digital FDLP participants!).  Having seen how the pandemic affected access and use of government information, and recognizing the needs of more and more libraries to move to nearly all-digital collections, the FDLP formed a Task Force on a Digital Federal Depository Library Program in early 2022.  This past September, the Task Force released its draft report for public comment. 

The Task Force was charged with determining “whether an all-digital FDLP is possible, and if so, [defining] the scope of an all-digital depository program and [making] recommendations as to how to implement and operate such a program” (Draft Report for Public Comment).  Data that lend context to the Report included the facts that (i) 25% of current FDLP participants already select only digital or nearly only digital documents; (ii) an additional 17% of federal depository libraries intend to transition to a truly all-digital collection; and (iii) 97% of new federal government documents published since 2009 are in digital formats.

The work of the Task Force was apportioned among six working groups charged with considering, respectively, the impact of an all-digital FDLP on access; the impact on depository libraries; the impact on federal agencies; the impact GPO, library services, and content management; Title 44 and legislative and policy issues; and implementation and strategic framework necessary to support a transition.  The first thing to note is that the Task Force’s use of the term “all-digital” does not imply that the FDLP would be exclusively digital.  Rather, the Task Force acknowledged that “alternative formats of both current and historical information would continue to be available” – for how long and which documents are included are yet to be determined (Draft Report for Public Comment). 

After outlining both the benefits of an all-digital program (e.g., improved access and metadata; flexibility for participating libraries) and the risks of not going all-digital (e.g., lack of standardization among agencies and lack of a systematic approach to collection and curation, let alone missed opportunities), the Report noted some corresponding barriers to and disadvantages of the all-digital approach (e.g., digital disparity; accessibility issues; challenges associated with particular types of government publications; authentication and version control; user privacy).

In the end, the consensus of the six working groups was that FDLP members would benefit from an all-digital approach and that the FDLP should indeed go all-digital.  Some working groups commented on the underlying laws and regulations that would affect or in fact inhibit the transition to an all-digital program and others described the infrastructure that would be necessary to develop and maintain an all-digital approach.  The recommendations in the Report focus on (i) ensuring cost-free access to government information; (ii) protecting the privacy of users of an all-digital depository library system; (iii) determining which documents should continue to be distributed in print and for how long; (iv) developing both standards to ensure authenticity and version control and best practices for digital preservation; (v) allowing different levels of participation among libraries; (vi) creating training to enable participating libraries to locate digital materials and curate digital collections; (vii)  collaborating with agencies, libraries, and others to ensure access to technologies that support the use of an all-digital FDLP; and (viii) considering new bibliographic resources and support for FDLP libraries. 

As the Report states, “[t]he move to an all-digital FDLP is not revolutionary, but rather in many ways, evolutionary and would result in the formalization of a process long-underway as increasing amounts of U.S. Government information are born digital.”  That said, there is much work to be done in reliably standardizing the creation and collection of authoritative government information.  But the fact that the FDLP is moving in the right direction – with thoughtfulness and a pretty comprehensive approach – is nothing but good news both for libraries that participate in the program and those who might want to do so in the future (and, really, for all of our patrons as well!).


Draft Report for Public Comment, Task Force on a Digital Federal Depository Library Program, September 14, 2022.

Association of Research Libraries Statement on Digital FDLP Task Force Draft Report, October 31, 2022

Platform Updates and the 1L Teaching Conundrum

Last week, Westlaw invited us to test drive Westlaw Precision a few months before the scheduled January general rollout. We are grateful for the head’s up. No instructor wants to be simultaneously learning how to use a research platform while teaching students how to use it. But it does once again present the problem of how to keep our students abreast of new technology while making sure they understand the role these products play in legal research, and this can be particularly tricky for students struggling with the nuances of jurisdiction and precedent and trying to remember what “F. Supp.” means. Do we take time out of our already material-dense classes to introduce these products to brand new researchers? If so, what materials do we omit?

In the March/April 2021 issue of AALL Spectrum, Mary Ann Neary and Sherry Xin Chen published a terrific article on introducing brief analysis tools to students, offering suggestions for how they might be introduced using exercises that illustrate the limitations inherent in the technology and their potential usefulness. Since that article was published, at least one of these products has disappeared (EVA, an ambitious open access product by now defunct Ross Intelligence), and others we don’t hear about much. By most accounts, these analyzers are most useful as a “self check” after the underlying research has been done and the work product is finished. They do not replace fundamental research tasks, but add a layer of review. This seems right, and if time and money permit, probably helpful. But do these belong in the 1L curriculum, and if so, how much time do we give?

With Westlaw Precision, we have yet another tool, and all signs indicate that when it is rolled out, it will be given center stage. We understand some law firms already have it. Although the topics covered so far don’t include the standard 1L curriculum, they do cover potential 1L appellate brief topics. I took it for a spin using an old topic, and while I have so far been unable to produce helpful search results, it was . . . fun. And now, there is yet another analytical product being rolled out, a Wolters Kluwer Securities Enforcement Analyzer. Many of our students are interested in working in the financial sector. Should this also be part of our instructional menu of analyzers?

As Neary and Chen correctly point out, our students will be subject to the duty of technology competence, and as research instructors we are on the front lines in helping students understand and use these tools. When and how to introduce which tools remain open questions. As research platforms become increasingly complex, we need to be nimble with our curriculum, but doing this without overwhelming our students is an ongoing challenge.

$350 (More or Less) Could Be On Its Way to Your Law Library (From PACER) . . .

Litigation that began back in 2016 focusing on the amount and use of PACER fees collected by the federal judiciary settled last week (the settlement still needs to be approved by a federal judge).  The class action, filed in the federal district court for the District of Columbia, claimed that PACER fees were excessive and were used, in part, for unauthorized purposes (e.g., technology improvements for the federal courts).  Thanks to the settlement, PACER users will receive a refund of up to $350 of PACER fees paid from April 2010 to May 2018.  For those who incurred more than $350 in fees during that time, additional funds may be distributed after the initial refunds (of up to $350) have been made.  The settlement applies only to payments made in the past and does not affect current or future PACER fees. 

That said, apart from the litigation (but likely encouraged by it), the judiciary has eliminated some PACER fees since the lawsuit was filed and proposed legislation winding its way through Congress would make PACER cost-free.  That would mean that the judiciary would lose about $150 million in annual fees; reports have suggested that it costs around $64 million to update and maintain PACER annually. 

The following sources provide more information on the litigation and the settlement . . . and I am sure that the court filings are all available . . . . on PACER . . . .




Washington Post

Have you seen the new Westlaw?

About two weeks ago, Thomson Reuters released a new version of Westlaw. It’s called Westlaw Precision, and they say the focus is on precision in search. They invested a lot in adding metadata to their source documents (e.g., judicial opinions) to increase that search precision. Other noteworthy additions are new KeyCite features, like Cited With (i.e., citing proximity), which notes cases that are frequently cited together, even if those cases don’t cite each other, and Overruled in Part, which is exactly what it sounds like. If you have ever taught law students about citators, this latter KeyCite feature should sound pretty exciting to you. It could solve a lot of problems in the new attorney’s understanding of what a red flag really means.

So this new launch is exciting, and if you haven’t already seen a demo, it is almost certainly coming your way. Since so many other blogs and legal news sources have already reported on or reviewed this new product, I doubt I could add much that hasn’t already been said. Given that CRIV is not in the business of promoting the products of legal information vendors, it is probably important to let other people say it anyway. Therefore, if you are looking for reports or reviews of this new product, below is a roundup of blog posts about Westlaw Precision that came out on release day.

LawSites – “Thomson Reuters Unveils Next Generation of Westlaw, Aiming to Make Legal Research Results More Precise”

Dewey B Strategic – “Westlaw Precision Launches With Promise to Cut Lawyer Research Time in Half”

Attorney at Work – “Westlaw Precision: Next-Generation Legal Research With a Human Touch”

Legal Insider – “Thomson Reuters unveils Westlaw Precision, with potential to ‘halve’ research time”

Trying Tango for Short Web-Based Training Tutorials

I learned about the free Chrome extension “Tango” from Beth Jennings’s post to ALL-SIS which included a sample tutorial she made. I was intrigued by the idea that I could show someone how to do something without creating 1,000 “snips” with the Windows Snipping Tool or making another 3-10 minute video of myself using the internet. Tango’s homepage promises I can document what I’m doing instantly and after a year of online teaching under my belt, I am painfully aware of how long it takes to create and edit screen capture images and video.

So in the pursuit of science, I decided to take the lead by documenting my first tango with Tango.

Getting Started

From the start, Tango seems to be a business-oriented product. That is not a bad thing of course, but I was a little disoriented when I went to pick a role. “Training” seems the most appropriate and really isn’t a stretch—law librarians in all settings often train people how to do legal research.

Dropdown menu with business-related roles as options. Text reading “You’re Almost Ready to Tango, Katelyn” is displayed across the top.
I can hardly contain my excitement

The initial dashboard has a simple, bright, ultra-modern look and is preloaded with two tutorials- How To Pin the Chrome Extension and How to Capture Workflows. I am going to go ahead and start off with these because (1) I am totally new, and (2) they are in the format of the types of capture I am seeking to create with this product.

Just from the tutorial I can see the utility of Tango—instead of a lengthy video capturing cursor movement on screen, the Tango recordings take what they describe as a ‘highlight reel’ of your actions in a particular Chrome tab. This makes the visual aspect of the tutorial much more attractive to people who don’t have much time (like lawyers and law students) and people with a short attention span (myself, and surely others.)

To use Tango, you need to pin the extension so that you can access it quickly when you are on the page you want to record. The tutorial on how to record shows the controls so you know what to expect when the recording starts.

Image of controller for Tango extension
The anticipation continues to build

The best thing in my opinion, by far, is the ability of Tango to highlight wherever you click with a rectangle. In the absence of something like Camtasia (or numerous other helpful but costly screen capture programs), it can be difficult to call attention to your clicks. Tango adds the highlights as you are capture, making it much faster to convey your actions.

Up to this point, I am writing this based on the tutorial—so let’s see how this works out in practice.

Recording My First Workflow

I was curious about how Tango would work with a commercial legal research platform, so I selected Westlaw and decided to make a quick tutorial on how one could access Government Accountability Office Board of Contract Appeals opinions. To start, I opened Westlaw and logged in. At the homepage, I clicked on the Tango extension that I had pinned.

Tango icon pinned to top of web browser
This is where the pin lives

A small window pops down and there is just one button that says “capture workflow.” Once you click on it the capture begins and Tango takes a small screen shot of each of your clicks and typing activities.

Pop up window with the word “Tango” at the top and a button over the words “Capture Workflow” followed by a short text advertisement for the pro version

Once you begin to capture the workflow, you can see the ‘highlight’ shape (an orange rectangle) on screen wherever you rest your cursor on text or images with hyperlinks. The snapshot for your tutorial is only taken when you click or type text.

After pressing capture, all I had to do was navigate to the GAOBCA opinions page and each step was automatically captured. Toward the end of the process, I clicked where it said “Ten Most Recent” so that a screen shot would be taken, then I clicked in the search bar and ran a search. I ended the process by clicking on the green check mark in the bottom left corner of the page. If you hover your cursor over the checkmark, the controller shows up and provides the option to pause or discard the workflow. You may also change the controller to be on the right-hand side of the screen. There is a blur feature on the controller for premium users which allows you to blur out sensitive information on screen.

I did not time myself exactly, but the process from start to finish of just the capture was only a second longer than it took me to navigate to the desired page. At this point I was happy at how little it took to gather the images for the tutorial. Once the capture is complete, you get to edit your steps and provide accompanying information.

As a quick side note, out of curiosity I tried to see if I could make a tutorial on how to use Tango to capture Westlaw, but it wasn’t possible because clicking the icon again simply paused the recording.

Editing My First Workflow

The automatic title for whatever you record is “Workflow with [website you started on].” The first step is a direct link to whatever webpage you started on—you don’t have to add it at all, but you might want to change the title. Tango automatically pulled Westlaw’s logo to associate it with the steps in the guide (pictured below).

table of contents side-bar for tutorial
Looking sharp!

To edit the automatically generated headings, you simply click on them and can change them immediately. A couple of the steps didn’t need to be changed at all because Tango automatically identifies your actions and the text that you click on. For example, the step pictured in the below image was 100% Tango:

The third pane in the editing page of Tango titled “Click on Administrative Decisions and Guidance”

I had to edit the heading for last two because I wanted to indicate that the person using the tutorial could browse the “ten most recent” list or search within the content area. The automatic headings simply stated exactly what I had done. This was the most work I had to do during the editing process.

One other thing that made the editing process easy was working within each pane where the captures were organized. You can click next to your captures to add a description or modify the link that Tango adds to each picture (automatically!) If you hover over the image you can zoom in and out, adjust how much appears in the frame, and add alt text to enhance accessibility. The editing is done to each step, so those that were automatically generated and perfect could be left alone completely unless you wanted to zoom in or move the focus of the image.

Editing pane of Tango with a red circle around the button for creating alt text
Adding alt text to images is easy

The Final Product and Thoughts

My final product is here:

The tutorial may be shared by link or you can invite someone else to view it via email. Users may also download the guide as a PDF or copy the HTML code to put elsewhere. I copied the HTML into Microsoft word and was stunned when I could see all of my highlighted images and could edit the accompanying text. Each step became a heading that could be minimized in the document to create more of an outline. I would prefer this format because the PDF download has a cover and end page branded with Tango. Copying into Microsoft word allowed me to soften Tango’s brand presence because it’s only mentioned a few times without logos. With the pro version you can add your own logo to the PDF downloads which would also mitigate the distraction.

I am probably going to use this at least a few times for tutorials on how to do simple tasks, and I am curious about how it will work out with more complex research tasks. Overall, Tango is definitely going into my virtual tool box because it’s user friendly and would cut down the time it takes to prepare visual aids. I also suspect that it will capture attention differently, and I always try to deliver information in a variety of formats.

Bloomberg Law CRIV Liaison Meeting

June 15, 2022


            Michelle Hook Dewey, CRIV, Board Liaison (Mercer University Law Library)

            Tom Hemstock, CRIV, Vendor Liaison (Albany Law School, Schaffer Law Library)

            Mike Bernier, Bloomberg Law

            Kristyn Hyland, Bloomberg Law

            Vani Ungapen, ALL Executive Director

Prior Business


Current CRIV Member Issues with Bloomberg Law


Mike Bernier and Kristyn Hyland reported on updates and recent changes to Bloomberg Law.


  • Bloomberg Law Continues to Enhance its Collection of Practitioner Tools. New content development in this category includes 325+ new Practical Guidance documents so far in 2022.
  • New Tort Defenses Practical Guidance – a companion to our Tort Actions and Tort Damages and Relief coverage – including state-specific content for defenses to claims such as negligence, breach of fiduciary duty, defamation, and fraud.
  • State Allocation of Liability Chart Practical Guidance, providing insight into a client’s level of risk in a negligence case. This chart quickly identifies the theories of liability applied by each state and DC.


Enhancements available in the Transactional Intelligence Center continue and now include:

  • How to Use Transactional Tools & Features Practical Guidance designed to help lawyers unlock the value of our transactional tools and resources, including descriptions of how the tools work, common use cases, pro-tips, and more
  • Marketing & Digital Rights Practical Guidance that provide sample language, drafting tips, and precedent searches to assist Bloomberg Law customers with drafting and negotiating common forms of marketing and engagement agreements that involve digital rights.


  • Market-leading Bloomberg Law Dockets is a mainstay of Bloomberg Law’s litigation offering and has had several recent enhancements.
  • Enhanced dockets search with new filtering options (Resolutions, Class Action, County Courts, and new CSV fields when downloading search results, e.g., nature of suit, cause of action)
  • Enhancing dockets is a key priority for 2022 with more to come.


  • Bloomberg Law will add 40+ new Books & Treatises in July from leading publishers including ABA and James, strengthening the litigation reference library.  A MARC record update in July will cover the changes.  Contact Matthew Newton ( or Mike Bernier ( to be added to our MARC record update distribution list.


Bloomberg Law continues to strengthen practice area coverage with important enhancements.

Labor & Employment.  More state coverage as a result of user feedback:

Environmental, Social, Governance

Banking & Finance


  • Redesigned practice group landing coming June 21.
  • Ready-made OnPoints presentations on key tax developments are new, allowing practitioners to use and edit presentations on key tax developments.


Bloomberg Law has launched a law school innovation program to highlight innovative efforts to teach future lawyers.

Law School Innovation Program identifies and promotes law school programs that are helping students transition successfully to legal practice.  Applications are now open and will close on 9/6/2022.  Bloomberg Law’s law school representatives can answer any questions, and the organizers of the program will be at AALL.


Bloomberg Law will be present at AALL to highlight what’s new with Bloomberg Law and to answer any questions.  Librarians wishing to sign up for time to meet with a representative of Bloomberg Law before the conference should reach out to Mike Bernier

CRIV/LexisNexis® Semiannual Call

The CRIV/LexisNexis® semiannual call took place Thursday, June 30th, at 12 p.m. Central. Attendees on the call were:

  • Carolyn Bach, Sr. Manager, Knowledge & Research and Faculty Programs
  • Simon Weierman, Sr. Director, Segment Management
  • Ashley Ahlbrand, CRIV Liaison to LexisNexis®
  • Vani Ungapen, Executive Director of AALL
  • Michelle Hook Dewey, AALL Executive Board Liaison to CRIV

The semiannual vendor calls provide an opportunity for the CRIV vendor liaison to discuss and follow-up on any requests for assistance that have come in from AALL members, related to that particular vendor, as well as an opportunity for the vendor representatives to apprise CRIV, and, by extension, the AALL membership, of any recent product updates since the last call. CRIV has not received any requests for assistance pertaining to LexisNexis® in the last six months, so the call consisted of news and product enhancements, released between January and June 2022.

New Developments

  • First commercial launch of Lexis+® UK to small/mid law customers.
  • Lexis® Create, a new solution designed to surface insights for attorneys while drafting in Microsoft Word, is set for Beta testing in Q3 2022.
  • Acquisition of Contract Lifecycle Management Solution Parley Pro to complement LexisNexis’ industry-leading Enterprise Legal Management (ELM) platform, CounselLink®.
  • API Developer’s Portal a self-service portal that allows law firms and legal departments to integrate unmatched legal data, content and analytics from a variety of LexisNexis® applications and data sources into their existing systems, applications and processes.
  • NetDocuments commercially released “Highlights” powered by LexisNexis® to the small legal market. This is the significant milestone in an 18-month collaboration where LexisNexis enrichments are incorporated directly into NetDocuments’ document management solution.

The Lexis+® Experience

  • Shepard’s History at a Glance: Displays a visual of the cases that impact or are impacted by your shepardized case. Use it to quickly find the cases that tell you whether it is still good law from an appellate history perspective.
  • Ability to filter Shepard’s reports using Motion Type filters on Lexis+.
  • Recommended Secondary articles & resources in association with LexisNexis Headnotes.
  • Hotkeys were enabled in Lexis+ documents for improved accessibility.
  • Codes research: Cited Law Preview to get an advance understanding of cited laws without leaving your current document
  • New Pending Regulations feature to quickly identify and review pending & adopted regulations impacting federal and state administrative codes
  • Merging of ‘sub-content type’ post filter under high level content types to more quickly and easily narrow to results of interest on Lexis+
  • Brief Analysis: new “upload text” feature to get recommendations from cases, practical guidance, treatises or find similar briefs without requiring an entire document. 
  • Access to initiate Brief Analysis directly from a brief, pleading, or motion on Lexis+
  • MLex regulatory news and analysis integrated into Lexis+ Legal News Hub 
  • Support to select and deliver documents the full document page for greater efficiency in the research workflow.
  • Lexis+ Copy with Cite: support for accurate pinpoint citations when a quote is within a footnote.
  • Lexis+ awarded Best AI Enabled Content Solution, 2022 SIIA CODiE Winner
  • Coming soon: Fact & Issue Finder for Lexis+

The Lexis+® and Lexis® Services – Content Additions

  • New caselaw source to US for American Maritime Cases (“AMC”) that includes new AMC cases released by Lexis since the acquisition of the AMC content portfolio in 2020.
  • New caselaw source to Lexis+ for Vaccine Cases in the US Court of Federal Claims.
  • Expanded statute indices with over eight states released and an additional 40 statutory indices targeted for rollout in 2022.
  • 1.4M new trial orders, briefs, pleadings, and motions have been made available year to date.
  • 400K+ state trial documents were added, many from major metropolitan areas in California, Texas, Georgia, and Nevada.
  • Added access to Laws & Regulations for Switzerland & Luxembourg laws, access to Singapore statutes.

Practical Guidance

  • A new Healthcare practice area was launched.
  • Lexis+® Practical Guidance Video Center released with 180 videos guiding users on legal tasks.
  • Usability improvements to eliminate entry of Client ID when utilizing Practical Guidance on Lexis+ (based upon customer preferences for Cost Recovery).
  • New “suggested documents” for quick access to relevant documents when entering a search.
  • See more of what’s new from Practical Guidance in Q1 2022.

The Lexis® CourtLink Service

  • Launched Alaska court coverage and added coverage for thirty new state courts across five states.

Lex Machina®

  • Approximately 400,000 federal courts of appeals cases added in support of the launch of Legal Analytics for federal courts of appeals (“Appellate Analytics”).
  • Launched multiple industry trend reports (available to non-subscribers)


  • Released their Climate Change Disclosure Report which examined comment letters issued by the SEC to companies both before and after the agency’s Division of Corporate Finance published a sample comment letter on climate change-related disclosure in September 2021, which updated guidance from 2010.

Nexis Newsdesk

Resources for Legal Information Professionals:

LexisNexis® at AALL 2022

Summer Associate Training Resources

Federal Legislative History Research Guide

LexisNexis® War in Ukraine Resource Page

Coverage of the Dobbs decision from Law360®

Lexis+ Certification Program: available for your law firm’s information professionals. Please contact your LexisNexis Knowledge & Research Consultant to learn more.


LexisNexis, Lexis, Lexis+, Shepard’s, CourtLink, Lex Machina, CounselLink, and the Knowledge Burst logo are registered trademarks and LexisNexis. Law360 is a registered trademark of Portfolio Media, Inc. Intelligize is a registered trademark of Intelligize, Inc. MLex is a registered trademark of MLex Limited. Other products or services may be trademarks or registered trademarks of their respective companies.

In Case You Missed It: CRIV Vendor Roundtable Recap

Last Wednesday, CRIV held our annual Vendor Roundtable. Based on a survey we sent out to the AALL membership, we asked our guests to address the question of how their companies are working to ensure a diversity of voices are represented in their collections or products. We had representatives from Bloomberg Law, LexisNexis, and Thomson Reuters at this year’s roundtable. This post will briefly summarize the highlights of each vendors’ presentation. If you’d like to see the event in full, a video recording will be made available soon.

Bloomberg Law

Presenters: Lisa Helem & Molly Huie

Screen Grab: DEI Framework Homepage

Representatives from Bloomberg Law focused on two aspects of their company’s products. First, Lisa Helem discussed how their news team is working to engage and feature content focused on the careers of young diverse, women, and first-generation lawyers, their leadership paths, values, and perspectives. You will find many of these stories in their “They’ve Got Next” series. Lisa next discussed Bloomberg Law’s podcasting division, and their 5-part podcast, “Black Lawyers Speak,” which looked at diversity in Big Law and law firm leadership, and “The Black General Counsel Project,” which profiled Black general counsel at Fortune 1000 companies. Molly Huie then shared a project Bloomberg Law has been working on, the DEI Framework, that collects and presents data on diversity, equity, and inclusion in law firms. Begun in 2021 with 36 participating firms, they have over 50 firms participating in 2022. The framework is available on Bloomberg Law now (I found it under the Practitioner Tools tab), and is a helpful tool for benchmarking and comparative purposes.


Screen Grab: First Slide of LexisNexis CRIV Vendor Roundtable 2022 Presentation

Presenter: Min Xiong

Min began by emphasizing LexisNexis’ commitment to advancing awareness, engagement, and advocacy, both externally and internally, on matters of diversity, and directed the audience to RELX’s Corporate Responsibility highlights for 2021. Addressing product development, Min discussed their efforts to build more inclusive technology, use more inclusive language, and recruit from under- and mis-represented groups when engaging in UX research and design. Part of this inclusivity includes a commitment to accessibility in their products, and Min noted that, if you notice issues or have questions about accessibility in their products, a good source to direct those remarks to is She ended by discussing several recent external initiatives LexisNexis has engaged in through the LexisNexis Rule of Law Foundation, including partnerships with organizations such as the International Bar Association, the Law Society of England & Wales, and Freedom House.

Thomson Reuters

Screen Grab: First Slide of Thomson Reuters CRIV Vendor Roundtable 2022 Presentation

Presenters: Catherine DiFiglia, Tasha Hutchins & Sharon Sayles Belton

Finally, representatives from Thomson Reuters similarly highlighted both internal and external DEI efforts. They noted their Equity Diversity & Inclusion Customer Advisory Board, launched in 2021, comprised of members of the legal community who have demonstrated active allyship with members of underrepresented communities. The Board’s focus is on promoting diverse recruitment and retention in the legal industry and supporting awareness and best practices on topics such as structural barriers faced by members of underrepresented communities through forums, research, and published content. Speakers then highlighted the DEI resources within Practical Law’s Legal Operations & Professional Development Toolkit, including topics such as increasing law firm diversity, drafting your firm’s diversity statement, Q&As with several law firm diversity and well-being experts, and presentation materials and recordings of webinars related to diversity in law firms and the legal industry. They ended by reviewing several external initiatives, including partnerships with organizations such as the Law Firm Antiracism Alliance, Equal Justice Works, Books for Africa, and the Minnesota Justice Research Center.

It was great to hear the many ways these vendors are addressing diversity, equity, and inclusion within their own companies, collections, and products, and how they’re partnering with organizations around the world to advance DEI efforts externally as well. I look forward to hearing how these efforts continue to grow and expand in the future.

For those interested in seeing this roundtable in full, I will post the recording on The CRIV Blog as soon as it’s ready. Thank you to all who attended, and a special thanks to those who presented.

Summer Associate & Intern Guidance from Vendors

The three leading legal research vendors – Bloomberg, LexisNexis, and Thomson Reuters (Westlaw) – each offer free online guidance and resources to help law students and new graduates use their products in the legal workplace.

These resources are current for summer 2022 and may be helpful as a complement to on-the-job training or as a refresher on platform-specific research tools and tactics. Consider sending the links below to your students, associates, or interns for their preparation and reference this summer.

Evidence-Based Acquisitions

Ever wonder how you can leverage usage statistics to select materials for your collection based on what patrons are actually using? Meet Evidence-Based Acquisitions: here is how it works. You agree with a publisher on a “deposit”- essentially, the dollar amount you commit to the publisher. This amount is a negotiated percentage of the value of the collection as a whole, and there is a floor amount required. This “floor” amount is then adjusted, based on the dollar value of the available titles. After 11 months, you look at the usage statistics, and decide which materials you want to purchase. Unlike demand-driven purchasing, there is no automatic trigger- you aren’t forced to buy books accessed “x” amount of times- it is up to you. The money in the deposit is credited toward the list price of what you decide to keep, and those materials are yours to access, download, and loan. If you want additional materials beyond the value of your deposit, some publishers will offer a discount for those, others won’t.  

Here come the caveats. This system only works well if it is a publisher you will likely buy a lot from, but not everything. If you have a standing order with a publisher, this might be a good deal. Publishers can also decide to exclude some materials- think textbooks and encyclopedias- so it may not be as good as it looks. The “deposit” price is also negotiated annually, and it will increase as new content is added. And, what happens to those books patrons accessed during the trial period that you don’t end up purchasing? Voila- they may reappear during the next trial, and you re-gain temporary access—unless (or until) they are later excluded.

What’s in this for the publishers? They get a guaranteed purchase amount- certainty in this economy is nothing to sniff at- and a chance to create patron-driven demand for materials we may not have thought of buying. What’s in it for us? We get to try out a broad collection and buy what we want, with more information about how popular a title actually is before we commit. Usage statistics can indeed be eye-opening. We are currently using this program with two publishers, and for us, it is a fairly new venture. It takes a lot of time and attention to detail to make it work, so there is a significant degree of librarian effort involved. So far, we like it, but it may not work for every library. We welcome any information on others’ experience with this system. The more we know, the better informed our decisions.  

Trellis for State Trial Court Records

Our library recently started a trial of Trellis. Trellis is a newer resource that provides researchers access to state trial court data and records. Because of the content, we thought our clinic professors might be interested.

In addition to state trial court data and records, Trellis offers search features such as Judge Analytics, Verdicts, and Motions & Issues. Trellis is also adding state statutes, administrative codes, constitutions, and court rules.

If a student in a legal clinic needed to look up a sample complaint or motion, a Trellis search can locate a similar case with a searchable docket containing pleadings that have been filed. Similarly, the same student looking to apply for a clerkship with a specific judge can utilize Judge Analytics to see what types of cases the judge typically has on their dockets, how often a case goes to trial, and what kinds of motions the judge is ruling on. 

Trellis is still building the database and does not have every state available and does not have every feature available for every state that is currently in the database. For the states that are included, searchers can filter cases by judge, county, practice area, dates, and more. You’ll find the dockets and some of the docket documents. You can track the case and receive email alerts when there are changes.

Because the cases are entered into the state filing systems by the clerks, Trellis is dependent on how those cases have been entered and classified in the state systems.

States included so far are AZ, CA, CT, DE, FL, GA, IL, MA, NV, NJ, NY, OH, PA, RI, TX, WA.