Elsevier’s acquisition of Bepress

Did you miss the big news this past August? This is certainly going to be interesting for many librarians.  Elsevier has acquired bepress.

Wolters Kluwer/CRIV Vendor Liaison Call Notes from 6/8/2017

CRIV/ Wolters Kluwer Semi-Annual Vendor Liaison Call

June 8th, 2017

2pm Central

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

I.  Welcome

II. Outstanding Requests for Advocacy – NONE

III.  MARC Records Project Updates – Scott Murray

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

IV.  WK Product Update

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

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

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

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

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

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

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

Thomson Reuters/CRIV Vendor Liaison Call Notes from 6/28/2017


Introductions – Gilda Chiu, CRIV Vendor Liaison, Columbia Law School; Kate Hagan, AALL Executive Director; Lori Hedstrom, National Manager, Thomson Reuters Librarian Relations; Jeff McCoy, Senior Communications Partner, Thomson Reuters

Issues and Concerns

  • Follow-up on accurate Westlaw records in Ex Libris Community Zone – this matter is still pending resolution since it was brought up on our last call in January 26th. Please provide the latest updates on what is being done to resolve this issue.

Response from Lori Hedstrom: “We are working with Ex Libris’ Public Relations contact to resolve issues identified by librarians regarding errors with Westlaw URLs in their catalogs.  We believe this occurred when the Westlaw Classic databases were re-architected for the WestlawNext platform.  I have reconnected with the product developers with whom I worked on the migration so am hopeful to finally have a correct understanding soon.”

  • Continued discussion about change to the LMA invoices – Membership has not been satisfied with responses received from Thomson Reuters thus far on the issue. Many have complained about reps and account managers not being able to help them (with some managers not knowing of the change), about the shipment report not being a sufficient alternative to what was previously on the invoice, about unfairness to LMA libraries who are receiving this new invoice format while other non-LMA libraries are not, amongst other things.

Response from Lori Hedstrom:  “Many of our customers requested streamlined invoices.  However, we have also received feedback that our recent change to the invoices removing the information for print shipments was not helpful.   We are now able to offer customers the ability to receive invoices with or without the detail about print shipments.  The technical work is complete and we are educating our account managers and Librarian Relations Managers about the new process.  If you would like to have any of your past invoices resent with the original detailed format, please contact Customer Service at 1-800-328-4880.  To help advance understanding of the Print Shipment Report and enhancements, we offer detailed instructions, a list of title descriptions, and a link to a recorded walk-through that explains how to create monthly Print Shipment Reports in My Account and additional helpful tips.  Play recording (22 min)”

Notes from Thomson Reuters on Recent or Forthcoming Changes/Developments of Interest to Librarians Regarding Thomson Reuters Products/Policies


Westlaw Secondary Sources Redesign Adds New Features, Enhancements
We completely redesigned the Westlaw Secondary Sources experience this Spring, dramatically improving the organization and functionality of its analytical resources to better meet the needs of today’s legal professionals.  Ongoing librarian feedback enables us to continue to refine Westlaw.

Westlaw customers played a central role in shaping the latest enhancements, which focus on intuitive design and usability to help researchers start stronger and finish faster. Now users can more efficiently interact with thousands of analytical resources on Westlaw via new publication filter and sort options, fully browsable tables of contents, a seamless reading view and pinpoint linking capabilities.

Optimized features include:

  • Secondary Sources library: A redesigned library experience delivers streamlined navigation including new publication filters, more targeted pre-search criteria and convenient access to favorite publications.
  • Table of contents: An interactive and fully browsable table of contents on a publication’s main page and, where available, at the document display as well, providing essential context and easing navigation.
  • Reading mode: Seamlessly scroll through multiple documents within a single display using this elected online mode.
  • Scope screen: Scope screens provide a succinct overview of a publication to immediately assess its relevance and are now accessible directly from the Secondary Sources library page. Additional display enhancements and functionality within the scope screens, such as links to related publications, are currently available for numerous sources and will be implemented on a rolling basis for the remaining publications.
  • Rutter publications pinpoint linking: Bypass lengthy scrolling and navigate directly to the targeted portion of the referenced citation.

The analytical content library on Westlaw is second only to cases for Westlaw usage and is accessed by more than 93 percent of users. Westlaw Secondary Sources contains more than 4,000 publications, including Corpus Juris Secundum, American Jurisprudence 2D, American Law Reports Annotations, and Black’s Law Dictionary.

The global redesign of Westlaw Secondary Sources is launching in the United States first, and will launch later this year in the UK (Westlaw UK) and Canada (WestlawNext Canada).


Thomson Reuters ProView Partners with Handshake Software to Provide an Integrated eBook Solution for Law Firms Worldwide

Thomson Reuters has entered into a strategic relationship with Handshake Software, the leading provider of SharePoint®-based products and services to the legal sector, to provide seamless access to authoritative digital titles on Thomson Reuters ProView™ and embed eBook content solutions within the legal workflow.

Attorneys and law librarians will now have integrated access to their ProView Library through the Handshake Portal, allowing them to easily find relevant ProView titles and content. Through Handshake Portal, users can have the capability to find ProView content, as well as firm work product provided through West KM, which also integrates with Handshake, providing comprehensive views across a firm’s information resources.

Thomson Reuters ProView and Lucidea Integrate eBook Collections within Library Management Solutions for Organizations Worldwide

Thomson Reuters has entered into a strategic relationship with Lucidea, the leading global provider of library and knowledge management software, to provide integrated access for organizations worldwide to the collection of authoritative digital titles on ProView through Lucidea’s market-leading library management solutions.

The new relationship will combine Lucidea’s SydneyEnterprise and Inmagic GeniePlus LMS with ProView, allowing instant access to ProView and its features that are specifically designed for professional use, such as navigation, annotation and sharing capabilities within digital libraries and titles. The integration allows users to search for ProView content without leaving their library catalog.


New Versions of Case Notebook Suite and LiveNote Stream: Enhancing Litigation Productivity

Case Notebook 4.5 adds new features, including batch importing of descriptions, dates and other key facts with automatic links to source information. Case Notebook 4.5 also adds compatibility with Windows Server 2016® and SQL Server 2016®.

Case Timeline 3.0 offers improved integration with Case Notebook. Source links for key facts, such as full-text documents, transcripts, pleadings and research can be exported from Case Notebook.

LiveNote Stream adds compatibility with tablet devices and a newly redesigned website for viewing streaming sessions, providing greater flexibility and ease in accessing audio, video and text of a deposition securely and in real-time anywhere an Internet connection is available.


Celebrate the 20th Anniversary of the Most Accurate, Most Advanced Citator

Our Librarian Relations Managers and Client Management Teams remind legal researchers of the many features of KeyCite and of our continuing investment in Thomson Reuters Westlaw.  At this year’s AALL Annual Meeting, we will be conducting KeyCite demos in our booth every hour on the hour, with a special gift for each attendee.  LRMs will offer advanced-level webinars, city-wide events, and in-firm presentations throughout the year – take advantage of very detailed learning opportunities for librarians and all the researchers in your organization.


Thomson Reuters is pleased to once again host our Customer Appreciation Party in Austin, at Speakeasy!  Your conference badge is your ticket in, and you are welcome to bring a guest if you wish.  We will have food and beverages, music and dancing for our librarian colleagues, and two separate quiet spaces for those who prefer that experience.

CRIV Vendor Roundtable – Sunday, 7/16

The CRIV Vendor Roundtable will take place at the AALL Annual Meeting this Sunday, July 16th, from 1:00 – 2:00 p.m. in the Hilton Governor’s Ballroom Salon A.  Topics to be discussed include preservation and permanent/perpetual access.  There will also be an open Question & Answer session at the end of the meeting.  Please join us!

ALM Communication re: Am Law 100

This message is being posted on behalf of ALM’s Beckie Hubertus:

Thank you for raising the issue that our communication process regarding updates to our most recent Am Law 100 and 200 reports failed to notify subscribers immediately of errors that occurred in those reports.   I apologize for any frustration and confusion caused by this incident.

On May 4th we issued an update to the Am Law 100 report that was posted on our data base.  Unfortunately another error was discovered in the VPL numbers that were reported for 4 firms on the Am Law 200 report that was published on our ALM Intelligence database and Legal Compass.  A revision was made to the Am Law 200 report to correct this error as well.

The data printed in The American Lawyer magazine was not impacted by any of these issues.

At this time all subscribers and purchasers have been notified of this issue and the reports that are available on our database and website are up to date.

Again I apologize for any concern and confusion this has caused and appreciate the issue being brought to light in order for us to address the issue and correct our communication process.


Beckie Hubertus
Director of Research

Notes from CRIV Liaison and Bloomberg BNA 6/5/17 Call

CRIV Liaison and Bloomberg BNA Semi-Annual Meeting

June 5, 2017 at 2PM Eastern

Attendance and Introductions:

Present on the call were: Mike Bernier, Director of Library Relations, Bloomberg BNA; Diana Jaque, CRIV liaison; Rick Montella, Executive VP, Commercial Strategy, Bloomberg BNA; and Joe Breda, Executive VP, Product, Bloomberg BNA.

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

Joe Breda summarized major developments to Bloomberg Law since the last meeting. April had a big release which was the most comprehensive release to Bloomberg Law in five years. The changes impact all user segments. The major impetus was to adjust the interface to match how users use the product. The number of menus was trimmed down. Navigation now is on shown on the left side of the screen allowing users to see more content. Labels were changed to be more descriptive and the search bar has more functionality. It is now possible to navigate to any function from the navigation bar. For example, it is possible to access docket searching or find a book directly from the search bar. Searching itself has been improved. The product now supports natural language searching, but Boolean searches are still fully supported. After running a search, users will see results sorted by content types such as primary, secondary sources, and regulations. The group agreed this will be especially helpful for law students. The search bar is dynamic and adjusts to the source that is being searched and tries to hone in on where you are in the product.

The Labor & Employment Practice Center was also updated in April with new content and functionality. It includes an activity heat map state and local for news and shows what is trending. As of now, there are enhanced practice centers in labor & employment, tax, privacy and data security, intellectual property, and employee benefits. More enhanced practice centers, including health care, will be coming in 2018.

Bloomberg BNA has received very specific feedback on some of the April changes including changes to docket searching. The search forms were simplified, and docket power users have asked for some parts of the old search form to be returned. In response to feedback, Bloomberg BNA is vetting additional changes with users and a solution will be implemented soon.

Rick Montella reported that two separate customer contact and support teams have existed in separate locations since the 2014 merger of Bloomberg Law into Bloomberg BNA.  In the next few weeks, these two teams will come together in Bloomberg BNA’s Arlington, Virginia headquarters, all sitting together in order better collaborate to enhance the customer experience.

For the academic market, Mike Bernier reinforced that the training focus will be on second and third year students with online training available for all students and staff. Bloomberg BNA will still provide 1L activation codes on registration cards in print or by PDF or via spreadsheets depending on the schools’ preference.

Requests for Assistance/Member Advocacy Issues (Diana)

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

Questions/Updates (Diana)

Diana inquired if there is a current date to sunset BNA.com. Bloomberg BNA responded that no date has been set. The Bloomberg BNA web site continues to be updated in real time for the foreseeable future.

CRIV Vendor Roundtable: Sunday, July 16th at 1PM

Meeting ended at approximately 2:30 PM Eastern

LexisNexis acquires Ravel Law

Today, LexisNexis announced their acquisition of Ravel Law. Read the LexisNexis press release here.