Westlaw Edge Now Has Regulations Compare for Select States

According to a tweet earlier this week, Westlaw Edge has added the Regulations Compare feature to select state regulations. Unfortunately, the announcement does not say which states are included. However, after a chat session where I asked which states were included, I received a response that the following states have regulations compare: Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, DC, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Montana, Missouri, Nevada, New Hampshire, New Jersey, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. For those unfamiliar with regulations compare or statutes compare, the feature allows users to compare red-lined versions of the regulation showing deletions and insertions. The comparison is done automatically when you select two versions to compare. This saves the user the time that would have been spent comparing the versions manually. Presumably, this feature will be added to all states in the future.

West Academic Acquires AdaptiBar

Back in October, West Academic announced that it acquired AdaptiBar Inc.  AdaptiBar is a bar review supplement program that focuses on getting students ready for the MBE. It has simulation exams, explanations, and subject area analysis. AdaptiBar was founded back in 2003. West Academic has not announced how its acquisition of AdaptiBar will impact either company. For now, both will continue to operate as usual.

GPO and Law Library of Congress to Digitize the Serial Set

The GPO and the Law Library of Congress announced plans last week to digitize the Congressional Serial Set going back to the first volume from 1817. The digitization will take place through the Law Library of Congress and the GPO will store the files and upload them onto Govinfo for free public access. The project is expected to take at least a decade to complete. This digitization effort follows on the heels of HeinOnline, which began digitizing the serial set several years ago and made the first phase of its digitization available in October 2018. Hein’s digitization has been made available for free to HeinOnline Academic subscribers, Core+ subscribers, and subscribers of HeinOnline’s U.S. Congressional Documents.

CRIV Vice-Chair Presenting at CRL Conference

Deborah Heller, Vice-Chair of AALL’s Committee on Vendor Relations (CRIV) will be presenting with Jason Sokoloff, Vendor Relations Chair of Academic Business Library Directors (ABLD), at The Center for Research Libraries (CRL) online conference, “Strategies for Strengthening Collective Dealings: an eDesiderata Forum,” on Wednesday, October 30, noon to 3:00 pm CT.

Deborah and Jason, scheduled to present at 1:45 pm CT,  will discuss the unique and pivotal role of the ABLD and AALL consortia in facilitating communication between librarians and information providers in the areas of business and law, focusing on how these groups are able to collectively advocate for their members through their Vendor Relations programs.

To attend any of the conference presentations register here.  You will be asked to create a CRL login account, but membership in CRL is not required.

The CRL’s 2019 eDesiderata Forum is focused on strategies for achieving greater strength in collective dealings with content producers and aggregators and best practices to achieve alignment of member interests and greater transparency and equitable terms and pricing.

 

 

GPO Publishing Changes

The Government Publishing Office announced at the end of September that it is using new software to publish the 2018 United States Code. The GPO is now using XPub, which allows for XML-based publishing. According to the press release, this technology will allow for publishing in print and digital format in a more timely manner. This comes as good news since the GPO has only just begun shipping out titles of the 2018 USC to depository libraries and has been behind on publication of the CFR for 2019 ever since the government shutdown earlier in the year. The plan is to publish all routine publications using this new program. As for the USC, the plan it that the production process will only take about 1 year rather than the normal 1.5 years for past main USC editions.

PowerNotes on Firefox

PowerNotes is now available as a Firefox browser add-on.  Previously, PowerNotes only allowed for annotations on internet pages when using Chrome, which limited the usability of the product.  To increase their reach, PowerNotes has expanded to include annotation capabilities on internet pages while using Firefox.  For more information on installing and using PowerNotes, follow these instructions.  Since PowerNotes is a subscription service, you or your institution will need to subscribe to access the program on either internet browser.

CRIV/BBNA Semiannual Call Minutes

CRIV/BBNA Semiannual Call – 6.28.19 (3:00 PM Eastern)
Call Participants: Vani Ungapen, Executive Director (AALL); R. Martin Witt, CRIV LiaisonJoe Breda, President, Bloomberg Law (BBNA); Andrew Prior, Senior Director, Customer Experience (BBNA); Michael Bernier, Director of Knowledge Services and Library Relations (BBNA)

Minutes:

1. Bloomberg BNA Updates (Andrew Prior)

  • Litigation Practical Guidance
    • The first suite is live now for anyone with Bloomberg Law entire site license at no additional cost. It integrates the “points of law” and “smart code” features and is designed to allow researchers to work from beginning to end of case.
    • Other features will be coming soon, including special defenses & discovery.
  • Dockets
    • Dockets on Bloomberg Law have been given facelift based on user feedback, now providing a clearer presentation of currency information and a more visible Update Docket button.
    • For docket alerts, complaints and other filings can be requested directly from email alert (no login required).
  • ABA/BNA Lawyers’ manual on professional conduct
    • This has been converted into a brand new Legal Ethics Practice Center. A method of citation to a permanent record is being explored.
  • Bloomberg Law Analysis Channel
    • For more in-depth analysis of legal issues

2. AALL Annual Meeting Update (Mike Bernier & Vani Ungapen)

  • Bloomberg BNA is once again a sponsor for the AALL Annual Meeting, at the Silver Level.
  • Specific items that BBNA is also sponsoring include:
    • AALL Annual Meeting Bags
    • SR-SIS Sexual Orientation & Gender Identity Reception (Sunday, July 14 at 8:00 PM)
    • AALL/Bloomberg Law Continuing Education Grants

    • PLLIP-SIS Summit – For the 10th consecutive year (since inception).

  • Almost 1,450 Annual Meeting attendees had registered as of Monday, 6/24/29.

3. CRIV Requests for Assistance (2) (R. Martin Witt)

  • TOPIC: Standing Order program
    • BACKGROUND (CRIV): The text of a received letter is reproduced below (emphasis and underlines in original).

Dear Valued Bloomberg Law Books Customer:

As Bloomberg Law continues to deliver high-quality content and analysis that has been the hallmark of Bloomberg BNA since 1926, we are committed to serving your needs.

Moving forward, our Standing Order program will discontinue, and you will no longer automatically receive updates to this title. You can still visit us at Books.BloombergLaw.com to view and purchase all of our available print titles. Please note that this is in an effort to streamline our purchasing processes and to better serve you as we shift to our enhanced digital offerings on Pro.BloombergLaw.com.

We understand that changes to our programs can raise questions and concerns from our clients. For more information regarding your account, please contact us at 1-800-960-1220 or BloombergBNA@cheytec.com. Bloomberg Law is continuously innovating our products and offerings to continue to deliver world-class content to you. We thank you for choosing us as your source for your legal reference products, and greatly appreciate your business.

  • QUESTION (CRIV): Can you confirm that the Standing Order program has ceased, effective May 30, 2019?
    • (BBNA): The Standing Order program will actually continue through end of 2019 for all clients. Letters are sent out now on a title-by-title basis, included with final title of 2019.
  • QUESTION (CRIV): Can you confirm that existing standing orders will be serviced through end of the year?
    • (BBNA): Yes, standing orders will be serviced through the end of 2019.

  • QUESTION (CRIV): If the Standing Order program is being cancelled, is it being cancelled for everyone / every type of library?

    • (BBNA): The Standing Order program is being discontinued across the board, for all types of customers.

  • COMMENT (CRIV): The offer to visit Books.BloombergLaw.com to purchase individual titles that were previously covered by the Standing Order program has the potential to significantly increase the time spent acquiring the desired titles. Even understanding the ultimate desire to move to no-print-all-electronic, adding to the workflow of law libraries in the meantime seems to engender some degree of ill will.
    • (BBNA): Many standing order items get returned, and this will eliminate that problem. Users will be able to get title-by-title notification emails when a new edition is available.

 

  • TOPIC: Itemized Invoices
    • BACKGROUND (CRIV):  A law firm with BBNA products that includes several full Bloomberg Law licenses, a firm-wide subscription to a newsletter, and the BNA Tax Management Portfolios in print is expecting to renew (terms were agreed upon with the rep) for the subscription term of June 1, 2019 to May 31, 2019. As of the end of the first week of June, the firm had not been provided with an invoice.
    • QUESTION (CRIV): Is it common practice to have a delay between the start of a subscription term and the issuance of an invoice?
      • (BBNA): Invoices are generally sent before renewal. If there are problems or specific questions, concerned users can contact Mike Bernier.
    • BACKGROUND (CRIV): Related, the firm also requested an itemization of the cost associated with each of the products purchased/to be purchased, demonstrating how much was being paid for each of the full Bloomberg Law licenses, the firm-wide newsletter subscription, and the BNA Tax Management Portfolios in print. In response to that request, they were told that BBNA would not long provide itemized costs.
    • QUESTION (CRIV): Does BBNA no longer offer itemized costs/invoices showing the money put towards discrete parts of a subscription?

      • (BBNA): Items are generally purchased as package and those packages are individually negotiated.

      • (BBNA): The invoice does not include itemization, but a library’s individual BBNA Representative can be asked for a quote on what a particular package might cost without a specific title in it.

      • (BBNA): It is possible in an invoice to break out print v. electronic costs. Anyone seeking that information in encouraged to contact Mike Bernier.

CRIV / LexisNexis Bi-Annual Liaison Call

June 17, 2019

Conference Call participants: 

LexisNexis – Carolyn Bach, Sr Manager Librarian Relations and Faculty Programs; Teresa Harmon, Sr Director Segment Management; James D. Oakes, Segment Manager
CRIV – CJ Pipins, Chair; Karen Provost, Lexis Liaison
AALL – Vani Ungapen, Executive Director

Integration update:
We value the time and effort AALL has put into sharing their insights on our products and pricing, so we wanted to give an update on this topic.  We have made strides in our integrated product plans, based on customer feedback, by launching and migrating products to the same platform which provides a common navigation experience and extensive linking between products.  Recent examples of this include the launch of Context on Lexis Advance, leveraging the Ravel technology previously available in Ravellaw.com and the imminent launch of the CourtLink redesign on Lexis Advance.  We have also created seamless navigation across our ecosystem with migrations to a single ID which is complete or planned over the next few months for Lexis Advance (complete in 2017), Intelligize (complete), CourtLink, Dossier, Diligence, Nexis TotalPatent One and Newsdesk.  Taken together, these enhancements allow your users to best capitalize on the products a firm/organization purchases by having the simplicity of one ID, the efficiency of a common navigation, and the deeper insights provided by links between products.

As always, since pricing and packaging plans vary by customer type and are customized to meet specific customer needs, we encourage members to reach out to their LexisNexis account representative with specific questions.

Status of Annotated Georgia Code:
The key case on this issue, Code Revision Commission, et al v. Public. Resource.Org, Inc., has a potential to be heard by the US Supreme Court.  We are following that case and do not generally comment on ongoing litigation.

Unique Lexis Identifiers in Cases and making them accessible:
We are looking in to this question and will address during the CRIV roundtable session at the AALL conference.

Updates since January

Lexis Advance:

  • Verdict and Settlement Analyzer Refresh and Improvements – modernized charts on the front page that are both easier to understand and provide a better user experience; added more than 130 new injuries to the post-search filter for injury type; and added an alerts function
  • Added multiple segments for searching in News, Company and Financial, and Trademark content, as well as the ability to search news by industry.

 

    • In Company & Financial content: Ticker Symbol, State, SIC, Revenue, Company (for Analyst Reports), City and Address (for Company Profiles)
    • In News content: Show (for News transcripts), Body (for news); and added the ability to search news by Industry
    • Specialized Segments for two sources:
    • Verigift: Donation Type, Donation Year, Donor, Recipient, Transaction, Category, & Zip Code
    • Wealth Engine: Company, Donor, Country, City, Street, & Address
    • Expert for Expert Witnesses
    • Award for Verdicts
    • Trademark and Mark-Descrip for Trademark

  • Improved accessibility in the Word Wheel for users who are visually disabled
  • Context
    • Improved reports delivery to allow for more customization of reports
    • Added ability to search for experts by Area of Expertise

Lexis Practice Advisor:

  • New Modules:
    • Business Entities
    • Energy & Utilities
    • Civil Litigation

 

Coming later in 2019:

Lexis Advance:

  • State Court Swim Lanes in Ravel View – As you may know, Ravel View currently has horizontal “lanes” for different levels of Federal Courts; we are improving the experience to more easily discern state courts by breaking them out into jurisdictional hierarchy, similarly to how we treat Federal.
  • Streamlined Homepage Redesign
  • AI enabled research assistant tool
  • Statutes Compare Tool – a quick means to ascertain changes in a statute over time
  • Expert Witness Cards on Lexis Answers – users will be able ask “Who is Expert Michael Gowalter?” and get some immediate information, powered by machine learning, in addition to normal search results.
  • Courts Module on Context (targeted for August)
  • Context for Business Development for Large Law firms
  • CourtLink on Lexis Advance – starting to rollout over the coming months
  • We are developing a brief analysis tool, anticipated to be released by end of year. More info will be available at AALL.

 

Lexis Practice Advisor:

  • Evolving Guidance – this tool combines the news resources of Law360 with the forms and guidance provided within Lexis Practice Advisor for editorially selected issues, providing end to end awareness and guidance as an issue develops.
  • Life Sciences Module – targeted for August

 

AALL Preview: LexisNexis is proud to be the Gold sponsor.

  • We’ll be showcasing over a dozen products and tools in booth #301 with an emphasis on AI technology, analytics, exclusive content and integrated solutions.
  • Law360® and Intelligize® will be in the LexisNexis booth this year.
  • Librarians can preview products releasing later in the year at dedicated demo stations including Courtlink on Lexis Advance, Courts module on Context, Business Development on Context, AI enabled research assistant tool and a brief analysis tool.
  • We also have several program sessions on a variety of topics including a panel discussion on Assessing and Managing News; Ligation Analytics, Courtlink on Lexis Advance, and Digital Library.

CRIV and Wolters Kluwer Bi-Annual Call

CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call

Thursday June 13th, 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.

 

WK1

Jumping into the topic links, organized on the topic page

WK2

 

 

  • 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!!

Bi-Annual Thomson Reuters/CRIV Conference Call

Notes on the AALL Committee on Relations with Information Vendors (CRIV) conference call with Thomson Reuters (TR)

Conference Call Participants:

  • Caroline Walters, Collection Development Librarian for U.S. & Materials Budget,

Harvard Law School Library

·         Vani Ungapen, Executive Director, AALL

·         Kim N. Hurley, TR Information Management Advisor

·         Rachel Torgerson, TR Customer Success Strategist Customer to Cash

Agenda:

  • Caroline Walters reported that there were no “new” outstanding TR issues from the CRIV forum*
  • Rachel Torgerson Customer to Cash Group Update:
  • Progress continues on the Product Descriptions initiative. Internally, at Thomson Reuters, the Customer to Cash group has engaged additional teams at TR to work on clear product descriptions for all products not just print publications.  This initiative continues to be a top priority for the Customer to Cash group.
  • Enhanced Customer Engagement led by Armando Fagundes’ group continues to make progress on the High Touch Service Model and is rolling out a Pilot Program. This model is focused on delivering to customers a “single point of contract” for all billing issues such as cash application, credits, and collections.  Internally, TR is reorganizing existing resources to meet this new single point of contact approach.
  • Work continues on the MY TR site (i.e. enhanced MY ACCOUNT). MY TR will be a consistent uniform self-service portal for customers.  Focus will be on user management: ease of changing billing contact persons, review bills/invoices, easily track payments, credits, and refunds as well as selecting payment options. Finally, MY TR will allow users to pro-actively set up automatic notifications of bills, etc.  A beta test group is being formulated for feedback on the MY TR site. Most importantly, the MY TR group  continues to work on improving overall performance rates.
  • Harvard Law School and TR Tax & Accounting specific billing issue was discussed and Rachel Torgerson will follow up with Caroline Waters offline.
  • AALL/Thomson Reuters Booth will have MY TR kiosk where librarians can see demonstrations of the new MY TR site. Senior TR Customer Service Representatives and Managers will be available to field questions.
  • A discussion regarding the AALL CRIV Roundtable agenda on Sunday, July 14 at 1:00pm (EDT). Topics will include:
    • Preservation concerns regarding Secondary Legal resources:  “Gone Forever?  Preservation Concerns for Secondary Legal Sources in the Electronic Age and Why It Matters,” on page 6 of the CRIV Sheet: https://www.aallnet.org/wp-content/uploads/2019/04/The-CRIV-Sheet-Vol.-41-No.-3-042919_FINAL-WEB.pdf
    • Focus on Artificial Intelligence and how it’s being implemented in the legal information profession
    • Explore the “unique identifiers” that both Lexis and Westlaw assign to new cases and how to improve access to those identifiers for consumers of legal information

*Post-conference call there were two requests for assistance that came through:

Issue #1:  Customer reported problems paying invoices by credit card making it necessary to speak with Customer Service 800# to confirm the charges are applied correctly, but the wait time is too long.

  • Rachel Torgerson, Customer Success Strategist for TR handled the request by helping their Accounts Payable Department get access to MyAccount which allows the ability to view and pay bills online.
  • She is also looking into the long wait times to make payments with our Customer Service Teams and is also sharing this customer’s lack of confidence of payments being applied.

Issue #2:  A customer reported a problem of shifting content for a license agreement at the point of renewal for Thomson Reuters Practical Law (due to new version releases) without informing the customer.

  • The Practical Law Specialist reached out and explained the new, expanded content and functionality and to show that if someone clicks on a ‘new’ item they will receive an out-of-plan message with a prompt to connect with their client management team.
  • The Practical Team provided the customer with a full demonstration of the new features/functionality/content as well as provided pricing so that they could make a clear decision regarding the firm’s renewal and Practical Law content upgrade.

 

 

 

 

 

 

 

 

 

Follow-up Session for the Thomson Reuters Boston Listening Session

As written in earlier blog posts (January 29, 2018 and July 13, 2018) several Boston area law librarians, from both firm and academic law libraries, began a collaborative project to improve customer service and billing with Thomson Reuters.  Due to internal restructuring within TR, progress on the initiatives were delayed, but I am happy to report that the project is still alive.  In April we reconvened as a group and listened to the many steps TR has taken to improve service.  These steps have been taken in consultation with the original group and through vendor-survey feedback from hundreds of TR customers.

Many thanks go to our vendor partners at TR for their commitment to develop these improvements and the librarians who have contributed to this project.

Follow-up Session

April 3, 2019

AGENDA (attendees listed below)

  • Review actions and status from identified pain points
  • Customer feedback and input on various topics
  • Open Discussion 

Summary Notes from Follow-up Discussion:

  • Status of actions being taken based upon the November 2017 meeting and subsequent follow-up session input was shared – see below:
  • Refund Check Documentation

Additional refund information was provided on checks beginning in March 2018.  The before and after view of the refund check was shown with the new views including adding customer’s original check number, invoice reference numbers, and reason for refund.  Feedback: Positive and liked the additional information

  • Improved Customer Returns

Feedback from customers was that they do not receive credit for returns unless they contact Thomson Reuters representative and/or that their return is not processed timely.  Improved customer return process was launched in February 2019.  It is a simplified process that will drive more automated return processing (e.g. issuance of credit) and to reduce the likelihood of errors.  It also provides us the capability to proactively communicate with customers the acceptance or rejection of a return via email.  Email notifications are sent to the Billing contact noted on the customer’s account.  Feedback: Wanted to understand how the Billing contact could be updated.  Informed that this could be managed through MyAccount / MyTR as part of the User Management feature.

  • Revised Credit Memo Documentation

Feedback from customers was that they did not understand what their credit was for and that they would like to see the credit memo documentation if they are issued a credit.  Thomson Reuters shared new credit memo documents with before and after views that was launched late 2018. The new view shows invoice numbers, title and reason for credit.  Feedback: Positive and customers are excited to see the new format.

  • Alignment of Invoice Product Descriptions:

Feedback from the November session was to tie the invoice product descriptions to the book title page.  Random surveyed customers provided us with an approved list of words that will be abbreviated consistently and words that will need to be abbreviated to adhere to our 120-character limit.  We are dedicated and committed to improving the product descriptions for our customers.  Feedback: Customers are seeing a difference and appreciate the work going into this initiative.  This is important.

  • Collections

Feedback from customers indicated that Collections is calling for payment when they’ve already noted an issue with the invoice.  They also feel Thomson Reuters is too aggressive when asking for payment.

We have made significant improvements with the communication and notification of our dunning letters.  We have also provided our Collection staff with additional and ongoing training in order to provide an improved quality engagement with our customers.  Finally, we are in the early stages of designing an engagement model that will utilize relationships already in existence, such as with Customer Service representatives, as well as provide a single-point of contact.  Feedback: Appreciate that we are taking these steps and that we hear them.  Also noted that they are already seeing a difference.

  • My Account Training

In the November session, there was a desire to understand how customers could get training on My Account and what was included in the tool.  Thomson Reuters presented to this group that MyAccount provided a random, disjointed experience including different login experiences, performance issues, limited training content, and required customers to contact us to manager their own users.  Now, we are migrating to a more predictable experience via the MyTR platform.  The MyTR design concepts include focus on four areas: Consistency, Intentional Focus, Usability, and Alleviating Pain.  Thomson Reuter’s goal is to provide a seamless experience.  Feedback: Excited.  Curious when transition from MyAccount to MyTR will happen for this group.  Interested in seeing and understanding more of the MyTR functionality – maybe at AALL conference?  We are looking into this as an option.

Invitees:

Ellen Walsh                                           Mintz Levin

Robert DeFabrizo                                  Goulston& Storrs

Andrea Rasmussen                                Ropes & Gray

Bryan Petit                                            Suffolk Law

Karen Green                                          New England Law

Rachel Bates                                         Northeastern

Linda Boucher                                       Boston University

Caroline Walters                                    Harvard University

Elke Piontek                                          Harvard University

Maria Tina Woods                                 Harvard University

 

TR Representatives:

Rachel Torgerson – Customer Success Strategist

Paul Bland – Global Head of Customer to Cash

Timothy Hoffner – Vice President Customer to Cash Operations

Kendel Kirk – Senior Director, Billing to Pay Process – Customer to Cash

Armando Fagundes – Head of Credit Management – Customer to Cash

LaTasha Sims – Omni-Channel Customer Support Director – Customer to Cash

Kim Hurley – Information Management Advisor

Tommy Williams – Sales and Client Management Lead – East

Lea Harpster – Legal Customer Support Lead

Michael Elert – Customer Support Quality & Process Manager

Jeff Fournier – Team Manager, Customer Service

Michele Best – Director, Law School Sales & Account Management

Regina Wiggins – Regional Field Manager

Ben Verrall – Product Specialist

 

The question of who owns the law heats up.

Friday, Carl Malamud, founder and President of PublicResource.org, urged the Supreme Court to take up this question.  Read more about this and the claim by the lawyers for the state of Georgia that Malamud’s efforts are deemed a “strategy of terrorism” here.

Update: C.F.R.s on GovInfo

After reaching out to John Martinez, Director of the Publications and Services Division at the Office of the Federal Register (under the National Archives and Records Administration), it is confirmed that the December 22, 2018-January 25, 2019 Federal Government shutdown is the primary reason for the delays in both print and GovInfo’s annual C.F.R. title publications.  According to Director Martinez, after finishing up the 2018 titles, the office began approving the current year’s titles (1-16) in early March, and the overall process takes at least 30 days to complete.  At the time of the writing of this blog, certain parts of 2019 Title 12 are now available on GovInfo, and the remainder both print versions and the GovInfo versions of the 2019 C.F.R. Titles 1-16 will begin to arrive very soon.

Bloomberg BNA Semiannual Call Notes

Date: December 21, 2018 / 12:00 p.m.

Participants: R. Martin Witt (CRIV Liaison); Joe Breda (President, Bloomberg Law); Michael Bernier (Director, Library Relations, Bloomberg Law); Andrew Prior (Senior Customer Experience Director, Bloomberg Law)

New Bloomberg BNA Products, Policies, and Issues of Interest

New Customer Experience Team

There is a new customer experience team in place, dedicated to the customer experience across all of Bloomberg Law, rather than being channel-specific. It is designed to provide high-quality customer service to all users of Bloomberg Law, regardless of subscriber type. Based out of the Bloomberg Law home office in Arlington, VA, this team includes nine employees, each of whom has certain areas of expertise.

Product Enhancements

There are also three new enhancements to the Bloomberg Law platform to highlight, each of which is currently available to all Bloomberg Law subscribers.

  1. Attorney Analytics (came out around November 2018)

This enhancement is building on the already-available analytics for companies, law firms, and judges. The data underlying it is pulled from both dockets and case law and includes roughly 100,000 attorneys from 775 different law firms.

  1. Points of Law

The Points of Law enhancement is an applied machine-learning tool, laid over all court opinions. It identifies critical language from opinions and allows users to view all the important points of law in an opinion without clicking through one-by-one.

  1. Transaction Intelligence Center

The Transaction Intelligence Center is a counterpart to the established Business Intelligence Center and Litigation Intelligence Center, but geared toward transactional legal work. It covers 15 discrete practice areas and has a practitioner tool tab offering practical guidance. There are a number of other transactional practice tools available in the Transaction Intelligence Center, including a chart builder.

Law School Migration

With respect to Law School Migration of content from the BNA Premier platform, there is some general information. As of December 31, 2018, the BNA Premier package for law schools will be sun-setted, with content already being available via Bloomberg Law instead. Recipients of Bloomberg Law news email alerts will be able to click through to three articles per email without having to log in to their Bloomberg Law account. For academic users that had campus-wide access to BNA Premier, Bloomberg Law can be provided via IP range for the remaining duration of their BNA Premier contract (through the next renewal). This information should have been communicated already, but if interested parties don’t have the offer information and are interested, they should contact Mike Bernier. Almost all ABA-accredited law schools subscribe to Bloomberg Law for all law students and law faculty members.

CRIV Requests for Assistance

There were multiple requests from each type of library, combined and organized primarily by library type to foster discussion, with a single universal issue listed first.

General Statements from Bloomberg Law

Bloomberg Law is unequivocally committed to becoming a digital-only platform, in the near future. There is not a concrete date set for the complete move to digital-only, but it is not remote and the complete move should be expected within the next few years.

Supreme Court Today is available in PDF on Bloomberg Law. U.S. Law Week and other standalone news sources are also available for digital purchase independently of a subscription to the Bloomberg Law platform.

  • Universal Issue
    1. Issue
      1. It appears BBNA is adopting an electronic subscription requirement to Bloomberg Law (of a varying number of seats/access points) in order to purchase materials (specifically the Tax Management Portfolios (TMPs)) in print.
    2. CRIV Questions
      • Is BBNA tying access to the TMPs in print to the purchase of a license or licenses to Bloomberg Law?
      • BL Answer: Bloomberg Law’s production and selling of Tax Management Portfolios (TMP) in print TMP is an accommodation exception for Bloomberg Law or Bloomberg Tax online subscribers who also want to continue getting print TMPs. Access to print TMPs were offered as a convenience. Bloomberg Law is committed to continual updates to the TMPs, something only possible in the digital format but understands many subscribers need time migrating users to the digital platform. Is BBNA tying access to any other materials in print to the purchase of a license or licenses to Bloomberg Law? If so, which ones?
        • BL Answer: For the moment, many BNA books can be purchased independently from Bloomberg Law. The ABA/Bloomberg BNA Manual on Professional Conduct is available in both print & electronic formats and can be purchased independently.
      • If BBNA is in fact tying access to print TMPs or to any other print resources to subscriptions to the Bloomberg Law product, why is it doing so?
        • BL Answer: Bloomberg Law isn’t aiming to sell TMPs (or any other individual titles) as stand-alone print resources, but instead marketing the Bloomberg Law platform in light of the move to digital-only. The existing TMPs are sold in print only to accommodate user demand at this point, while the shift to digital-only is not yet complete.
      • Law Firm Library Requests
        1. Main Issues Raised
          1. Requirement of minimum seat purchase that exceeded the number of people in the firm’s tax group (often more than double).
            • Specifically setting a floor of 15 licenses, when it is far more common (described as “industry standard”) to have a 5-license minimum.
          2. Dramatic increase in cost of print Tax Management Portfolios in the coming year (over 200% increase) in addition to an increase to electronic Bloomberg Tax.
  • Frustration with both the migration to practice centers and the notification/explanation (or lack thereof) accompanying those migrations.

BL Comment: Bloomberg Law acknowledges the frustration experience during this migration. A concerted effort has been made to remedy this, revisiting thousands of customer accounts in 2018. The migration nearly complete.

  1. Misrepresentation by representatives who initially claimed the TMPs were being discontinued in print when they came up for renewal, but then later offered print at a reduced price when negotiations for electronic began.
    • This misrepresentation has severely damaged the relationship between the rep and the firm, such that the firm librarian questions whether the 15-seat minimum is an absolute requirement from Bloomberg Law.
  2. CRIV Questions:
    1. For law firm libraries, is there any way to purchase TMPs in print without subscribing to the Bloomberg Law platform?
    2. BL Answer: Yes, via Bloomberg Tax online subscription, provided that meets the “significant” digital presence. If not, is there an absolute minimum number of subscribed seats to Bloomberg Law required for law firm libraries in order to purchase TMPs in print?
      • BL Answer: “Significant” digital presence is the only requirement.
  • If yes, what is that minimum?
    • BL Answer: It varies based on other subscriptions, market, and other factors.

BL Comment: There are two offerings for tax users: 1) Bloomberg Law: Tax, Practice Group License which is based on licensing, at a minimum, all attorneys in the full Tax practice group (if practice group attorney count is less than 15, there is a minimum of 15 users). The practice size is determined by researching and reviewing a combination of publically available information, third-party solutions, and customer feedback. 2) Bloomberg Law (which includes everything in Bloomberg Law: Tax and more), which is done on a designated user basis (no minimum, and no establishing of practice group), practice group license or firm wide license.

  • Public/County Law Library Requests
    1. Issues Raised
      1. The requirement of online subscription as a prerequisite for purchasing the Tax Management Portfolios is problematic for most public/county law libraries.
        • The associated jump in cost of access (with online and print together costing roughly two to three times as much total), especially when the AALL member really wanted just print.

BL Comment: Bloomberg Law is focused on its future as a digital business. It has made the deliberate choice to make investment in digital only, rather than as a publisher of print materials.

  1. Poor (“very deceptive”) communication concerning patron access to the TMPs. Only after pressing the representative for details that were not initially included was it revealed things like 1) patron access can only be at a dedicated terminal (as opposed to an IP range); 2) material cannot be downloaded or emailed by patrons; 3) staff cannot provide requested documents to patrons who are unable to visit the law library in person.

BL Comment: Bloomberg Law is receptive to discussion and improvement on this. Many of the limitations associated with the patron access terminal model are tied to the need for an individual user name and password in order to download, print, save, and take advantages of the customization available to Bloomberg Law subscribers.

BL Comment: There are two standard access modes

  • Designated User Access mode, which consists of a username/password for givens seats/users. Use is personal to the user and not for patron access.
  • Kiosk mode
    • These have no individual username/password and leave no research trail
    • Patrons can print specific material being viewed on the screen.
    • Currently patrons cannot use the download center but Bloomberg Law is open to reconsidering that if it is something libraries feel would be helpful to patrons.
    • For public/county law libraries, Bloomberg Law is also open to discussing the possibility of a Kiosk-mode based on IP address, rather than just a single dedicated terminal.

 

  • The suggestion was made to the representative that a different pricing model might be appropriate for libraries that circulate print materials to members / the public, perhaps as compared to firm and/or academic law libraries.
  1. CRIV Questions:
    1. Have you considered modification to the pricing model, specifically for public/county law libraries, or doing away with the online subscription requirement? Based on the requests for assistance, it seems they are placed in a particularly untenable position under the current pricing model/subscription requirement used for them.
      • BL Answer: Bloomberg Law is willing to work with public/county law libraries on this issue and is open to developing a modified pricing model.
    2. Are there options available to public/county libraries who would like to provide access to TMPs for their patrons at a similar level to that which they could in the past (for example, downloads/emails; electronic access in different areas of the library (not just one terminal); delivery of materials to patrons unable to visit the library in person)? If so, what are they?
      • BL Answer: Bloomberg Law is willing to work with public/county law libraries on this issue and help determine what options may help serve patron needs effectively.

 

  • Academic Law Library Requests
    1. Issues Raised
      1. Lack of PDF versions of the BNA Law Reports that have been discontinued (or have been identified as being discontinued) in print.
        • The new platform poses challenges for citation by faculty members who seek to use material previously found in BNA Law Reports as part of their scholarship.
          • Develop working group to come up with approach to move forward (rather than just past)
  1. Poor communication of the changes to the BNA Law Reports and Bloomberg Law.
    • Cessation notices followed by additional materials (e.g., Corporate Counsel Weekly; Corporate Practice Portfolio Series, and others).
      • This creates additional work and confusion on the part of staff that work with acquisitions and/or serials.
      • Requests for clarification do not yield useful/reliable/concrete information.
      • Notices indicated that a Bloomberg BNA representative would contact the AALL members, but there is no such communication unless initiated by the member and any answers given were unhelpful.
    • Inconsistent, and sometimes contradictory, information given on which BNA Reports will continue, to which date, and whether equivalents (in PDF or not) will be available in Bloomberg Law.
  • Migration from IP-based University-wide access on the BNA Premier Platform to individual username and password (generally limited to law school students/faculty).
    • At least one Law Library Director was able to secure campus-wide Bloomberg Law IP authentication at no additional cost for the duration of the existing BNA Premier license, but only after reaching out. That person was also offered the option of a refund if Bloomberg Law IP access for the rest of the contract period was no desired. All this occurred, however, only after the Director reached out and it is unclear how widely this option has been made known (or is even, in fact, available).
  1. CRIV Questions:
    1. Why were/are some print BNA Law Reports continuing to be produced and distributed even after the effective date of cessation notices pass?
      • BL Answer: These continued publications were anomalies and should not continue.
    2. Which BNA Law Reports, if any, will continue to be produced in print?
      • BL Answer: There will be no BNA Law Reports produced in print, beginning in 2019.
    3. Which BNA Law Reports, if any, will have PDF versions accessible on Bloomberg Law? If any PDFs are/will be available, what are the precise dates/ranges of those PDFs?
      • BL Answer: Only the Supreme Court Today and ABA/BNA Lawyers’ Manual on Professional Conduct will have PDF versions available moving forward. An archive of existing PDFs will be maintained for all BNA Law Reports.
  • Which BNA Law Reports are ceasing without any substantially similar electronic access to the information?
    • BL Answer: The Family Law Reporter, Real Estate Industry & Law Report, and Money & Politics coverage have no Bloomberg Law counterparts.
  1. Will MARC records be provided for the Bloomberg Law titles/material that used to be on BNA Premier? If so, how should members request those records to get them as efficiently as possible?
    • BL Answer: Yes, complimentary MARC records are available. Please see http://www.bna.com/marcrecords. If you would like to be added to the distribution list for updates, please contact Mike Bernier.
  2. For those with existing BNA Premier IP-based subscriptions, can Bloomberg Law subscriptions be substituted at no additional cost?
    • BL Answer: Yes. For academic users that had campus-wide (access to BNA Premier, Bloomberg Law can be provided via IP range for the duration of the BNA Premier contract (through the next renewal) at no additional cost. For more information, contact Mike Bernier.
  3. For those with existing BNA Premier IP-based subscriptions on a campus-wide basis, how should a refund be requested for the time frame covered by the contract once BNA Premier ends on 12/31/2018?
    • BL Answer: If IP access of Bloomberg Law is not desired, libraries can notify their reps and request a refund of a pro-rated portion of the campus-wide contract cost.
  • What is the cost for a Bloomberg Law IP-based subscription, for those academic libraries that would like to continue to provide (as they did with BNA Premier) access to these materials for their entire university?
    • BL Answer: After the current BBNA contract expires, IP-based access to Bloomberg Law is based on the total FTE for the University (4 bands based on university-wide FTE.)

Fastcase is a Print-Machine!

Fastcase, a database that prides itself on using technology and AI for digital research, continues to bolster their print resources, both internal and external.  In February, Fastcase’s publishing division, Full Court Press, published their first print book titled MAP a Complex Case by Dave Dolkas. In March, Fastcase partnered with the ABA to sell print versions of ABA Expert Treatises from across the country.  In April, Full Court Press published their second print book, Mapping the Deal, as well as partnering with the American Immigration Lawyers Association (AILA), to print the first issue of the AILA Law Journal, a bi-annual journal analyzing and researching contemporary issues of immigration law.

These new print titles join with Fastcase’s current print collection of the Full Court Press journal RAIL (Robotics, Artificial Intelligence, and the Law) and their other print partnership with James Publishing. Of course, Fastcase makes many of these materials available online through their database, but this increased focus on print materials swim against the current trend of other publishers and databases reducing their print collections in favor of a purely digital library.