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

CRIV Liaison and Bloomberg BNA Semi-Annual Meeting

December 7, 2017 at 11:00 AM ET

Attendance and Introductions:

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

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

New Branding for Product Lines

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

BNA Law Reports Platform Changes

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

Points of Law

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

Length-Of-Case Predictive Analytics

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

Docket Key

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

Requests for Assistance/Member Advocacy Issues

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

Questions/Updates

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

Meeting ended at approximately 11:45 AM ET

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

March 12, 2018 at 2:00 PM ET

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

Addendum

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

Sunset of BNA.com

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

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

Meeting ended at approximately 2:25 PM ET

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

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

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

Read more about Michael’s effort here.  

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

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

Agenda
I. Welcome

II. Outstanding Requests for Advocacy – NONE

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

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

National Law Journal releases List of Legal AI Leaders

This month, National Law Journal has released their first ever list of “Legal AI Leaders”. A digital version of the AI Leaders supplement is available here.

Bloomberg Law was recognized for their Points of Law tool, which uses AI technologies to accelerate case law research.

Other companies and resources recognized include Casetext, Docket Alarm, Lex Machina, and Ravel.

Fastcase enters alliance with Wolters Kluwer to add Treatises

Fastcase has been busy lately.  They announced their acquisition of Docket Alarm on January 10th, and last week they announced a partnership with Wolters Kluwer Legal & Regulatory US to provide an expanded collection of treatises, handbooks, and other secondary sources to legal researchers through the Fastcase platform.  This includes more than 150 titles from a broad array of legal specialties such as bankruptcy, consumer finance, elder law, employment, litigation, health law, insurance, pension and benefits, and real estate.  These titles will be fully integrated and searchable within the Fastcase system and available now to lawyers in firms smaller than 10 lawyers.  Firms of 10 or more will still purchase access through Wolters Kluwer.  Current Fastcase users will see the new treatises in search libraries immediately.  Click here to read the Fastcase press release.

Thomson Reuters Listening Session in Boston

As mentioned in last week’s CRIV Blog about the Thomson Reuters/CRIV Biannual Call,  a group of Boston-area Acquisitions Librarians, a representation of both academic and firm libraries, met with TR executives to discuss billing problems and other customer service issues and concerns.  As promised in the last CRIV Blog post, please find the notes captured during our discussion here.

These notes constitute the issues that were raised during the meeting.  The TR executives were there to listen and learn with an aim to create better efficiency, coordination, and communication.  Since this meeting, they’ve identified team members and are appraising feasibility for some of these changes and will be working with the original participants of this gathering for further direction.

Thomson Reuters/CRIV Biannual Call

Thomson Reuters/CRIV Biannual Call

Tuesday, December 19, 2017

Attendees:  Kate Hagen (AALL), Lori Hedstrom (Thomson Reuters), Caroline Walters (CRIV)

Agenda #1:

To address a member’s concern about the scheduling of editions for Wright and Miller’s Federal Practice and Procedure, Lori Hedstrom had a lengthy interview with the editor of that publication to get the background and history.  The issue regards a recent decision to publish the newly revised Vol. 30B as 1st edition.  For many years it had been published as a hardbound interim edition.   Yet older editions within the Evidence Unit were labeled 1st editions in the 70’s and 2nd editions were published in 2005.  The timing of the new 1st edition Vol. 30B, published in 2017, was therefore confusing to catalogers and serials inventory.  This is what Lori learned in order to illuminate and explain the irregular publishing schedules for Wright and Miller:

Unlike other West publications, Wright & Miller is primarily written by the work of outside authors, specialists in their area of interest.  Material within the set is updated as needed when the law evolves and also when a subject specialist contributes new scholarship.  This is why individual volumes within Wright & Miller have, for quite some time, taken divergent paths as far as how often they are revised between one edition to the next.

With respect to volume 30B’s recent publication as a 1st Edition, until recently, the subject of this volume (the hearsay rules) were not covered in Wright & Miller by an independent author.  While an original analysis of the hearsay rules was being written by Wright & Miller’s original authors, this subject was covered within the treatise by material that was largely copied from the Handbook of Federal Evidence.  The volumes that contained this material were labeled as “interim” editions for many years.  Recently, a new author was retained to independently research and create a wholly original analysis of the hearsay rules, for which a new chapter was created within the treatise.  This is why the new Vol. 30B, which replaces the last of Wright & Miller’s “interim” editions, is labeled as a 1st edition.

Agenda #2:

Thomson Reuters Listening Session in Boston:  This fall Thomson Reuters agreed to send high-level executives to meet with a group of Boston-area Acquisitions Librarians, a representation of both academic and firm libraries, to discuss billing problems and other customer service issues and concerns.  It was a very productive meeting and a first step toward meaningful change.  During our call, Lori offered to summarize the meeting for CRIV which will then be published with a wider audience.  She hopes to schedule follow-up meetings with this same group to report their progress and get feedback for further development.  A separate blog post will follow detailing the results of this meeting.