Intelligize to Lexis

Last month Lexis announced their intention to acquire privately-held Intelligize, Inc.  This move will provide Lexis users additional tools for Securities & Exchange Commission (SEC) research. In 2013, Lexis acquired Securities Mosaic and integrated it into the Lexis platform. The combination of Lexis Securities Mosaic and Intelligize will create a robust securities and M&A research tool.

CRIV/Lexis May 2016 Call

On May 19, 2016 CRIV had its second semi-annual call with LexisNexis. There were no outstanding Requests for Assistance involving LexisNexis products from the membership to discuss.

CRIV inquired about non-disclosure language in LexisNexis licenses so broad that it would prevent libraries from discussing any aspect of the license agreement with CRIV or AALL. CRIV encouraged LexisNexis to adopt more narrowly targeted language to meet its goals, in lieu of language that prevents libraries from bringing potential issues to CRIV or AALL. LexisNexis responded that its non-disclosure language was unlikely to change.

CRIV inquired about LexisNexis’s current offerings of usage statistics, referencing a page on the topic TS-SIS has been curating. LexisNexis was invited to submit more specific information about its usage offerings for this page.

CRIV invited LexisNexis to contact the Vendor-Supplied Records Advisory Group and work with them on any MARC records LexisNexis provides.

CRIV reminded LexisNexis of the upcoming Vendor Roundtable at the Annual Meeting in Chicago. The event will be on Sunday, July 17th at 5:15 PM in the Hyatt Regency Acapulco Room.

LexisNexis informed CRIV that its move to agile development is resulting in more frequent updates and releases for LexisAdvance. LexisNexis encourages libraries to take a look at the visualization tool Legislative Outlook. LexisNexis also encourages libraries to keep an eye out for Search Term Maps, which will be rolling out broadly later in the summer.

CRIV will hold another call with LexisNexis in the Fall of 2016.

CRIV/LexisNexis Semiannual Call

On December 1 CRIV had its first semiannual call with LexisNexis. There were no outstanding Requests for Advocacy involving Lexis products from the membership to discuss. CRIV asked LexisNexis for clarification on who the primary contact should be for AALL members on any issues involving LexisNexis products and services outside the core Lexis.com and LexisAdvance. These include, but are not limited to, recent Lexis acquisitions (e.g. Lex Machina and Law360) and Lexis products primarily marketed overseas (e.g. JurisClasseur and LexisNexis Africa). CRIV was advised that AALL members should contact Library Relations Manager Cindy Spohr for all of these LexisNexis products and services. CRIV will update its Vendor Contact List to reflect this.

CRIV inquired about the timing of the transition from Lexis.com to LexisAdvance for federal government libraries. On the call Lexis confirmed that only a few federal agencies were unable to transition to LexisAdvance. Subsequently, on December 9, Lexis was able to confirm that all federal government libraries were eligible to transition to LexisAdvance. Any libraries with questions about this process should contact their LexisNexis Client Manager.

CRIV also asked for some clarification on the latest LexisNexis/ALM deal. LexisNexis has assured CRIV that the deal represents an extension of the status quo for most LexisNexis and ALM customers. Only the AmLaw200 libraries will see a significant change, which is that LexisNexis will be taking over for ALM as the Sales Team for ALM news products. CRIV will ensure its Vendor Contact List reflects this, as well.

LexisNexis wanted to ensure CRIV was aware of the recent LexisNexis acquisition of both MLex and Lex Machina. LexisNexis also wanted CRIV and the AALL membership to know that its releases for LexisAdvance will be more frequent, and that there will also be more minor updates between the major releases. These include the entire news archive being released in the first quarter of 2016, as well as better deduplication of news results. Finally, LexisNexis requested CRIV remind the membership of LexisNexis’s InfoPro newsletters, to keep libraries and customers up-to-date on the latest LexisNexis developments.

CRIV will hold another call with LexisNexis in Spring of 2016.

Lexis Acquires Lex Machina

Under the headline, “Lex Machina is Accelerating With LexisNexis,” Lex Machina announced this morning that it had been acquired by the larger corporation.

Robert Ambrogi discusses the deal (while it was still an unconfirmed rumor) here. His report of the confirmation of the deal is here.

Additional coverage from Bloomberg BNA is here.

Text of the announcement email from Lex Machina is below:

Today we’re excited to share that Lex Machina has agreed to be acquired by LexisNexis. We will continue to operate as a stand-alone entity within North American Research Solutions at LexisNexis Legal & Professional.

Lex Machina’s mission is to be bring Legal Analytics to all of the law. With the acquisition we will increase our ability to fulfill this mission and accelerate our timetable. As part of one of the largest and most successful content providers in the world, Lex Machina now has access to a vast collection of litigation documents. Leveraging this data on our Legal Analytics platform, we will be able to deliver unprecedented insights for attorneys of all areas of the law.

We will also be able to innovate faster and roll out more features and products to continue to help IP attorneys provide the best service to their clients, win more cases, and win more business. And we’ll gain additional resources to scale our engineering, customer success, and support teams, allowing us to focus even more on our customers.

All of us at Lex Machina are very excited about the road ahead. Please let us know if you have questions or would like to learn more about Legal Analytics.

Thank you,

Your Lex Machina Team

CRIV Advocacy Request Update: Law360 Articles in which Attorneys Have Been Quoted

CRIV received a Request For Assistance regarding Law360 articles in which a firm’s attorney had been quoted in the text. The requesting librarian wanted a complimentary courtesy copy of the article to be provided to the firm in this situation.

CRIV spoke to Cindy Spohr, Senior Librarian Relations Marketing Manager for the LexisNexis Librarian Relations Group about this (Law360 was purchased by Lexis and is available as both an independent product and on Lexis platforms). Her response is below:

Law360 traditionally offers two different options for law firms, corporations, and/or other organizations interested in obtaining copies of articles where their attorneys have been quoted:

  • For Law360-original content in which an attorney or key practitioner has been quoted, the Law360-branded version can be purchased (similarly for wide distribution and marketing, subject to pre-agreed upon terms & conditions) at current rates for original Law360 content.
  • For our third-party-authored “Expert Analysis” content, interested parties may purchase a Law360-branded version of this for wide distribution and marketing (subject to pre-agreed upon terms & conditions) at specially discounted current rates for co-authored content.

If a firm / corporation / organization is interested in the content for internal firm use only, and does not need a publicly-distributable version, interested parties can contact Law360 directly at 646-783-7100 and talk to their account rep to get a copy of the article sent to them on an ad hoc basis simply for review (and not distribution) up to at most 5 times per year.

Librarians looking to get a free copy of a Law360 article in these situations should review the final paragraph of Ms. Spohr’s statement.

Thank you to Cindy Spohr for clarifying the policy.

If you have a similar issue or any issue that CRIV can assist with, please use our Request for Assistance form available at http://www.aallnet.org/mm/Advocacy/vendorrelations/CRIV-Tools/request-assistance.html.

Vendor news: LexisNexis aquires MLex

Press release:

http://www.relx.com/mediacentre/pressreleases/2015/Pages/lexisnexis-announces-agreement-to-acquire-MLex.aspx

Commentary from Dewey B and iBrary Guy

Blog Roundup: June 1-June 30

Chuck Lowry from Fastcase offered some advice to Librarians and Exhibitors looking to get the most out the AALL Annual Meeting Exhibit Hall over at On Firmer Ground.

At Law Librarians Blog Mark Giangrande examined a study on Academic Publisher profits. The underlying paper is here.

At Dewey B. Strategic, Jean O’Grady took a deep dive into Lexis Advance Practice Pages. Jean also looked at some new analytics products from Lex Machina.

New Lexis for MS Office

Read about the new Lexis release for MS Office on ‘s blog:

http://www.lawsitesblog.com/2015/04/next-version-of-lexis-for-microsoft-office-new-integrations-and-features.html

CRIV LexisNexis Digital Library and eBooks Demo

To gain a better understanding of the functionality of the LexisNexis Digital Library and eBooks, members of the CRIV Committee met with LexisNexis earlier this month for a product demonstration. LexisNexis provided an overview and discussed the functionality from user and administrator perspectives. In June, some members of the committee will be participating in a trial of the LexisNexis Digital Library to gain first-hand experience with the product. 
 
You can find an overview of the LexisNexis Digital Library at http://www.lexisnexis.com/documents/pdf/20130524040128_large.pdf, or visit the website at http://www.lexisnexis.com/ebooks/lending/.  

If you are interested in a trial of the LexisNexis Digital Library contact your LexisNexis representative. 

LexisNexis Response to April 2013 eBook Questions – Posted on Behalf of LexisNexis

Below is Lexis’ response to the questions posed during the mid-April phone conference with members of CRIV.  CRIV would like to thank Cindy Spohr, Deana Sparling, and Silvian Rosario for taking the time to speak with CRIV and answer the questions below.  If you have questions about how these responses will impact your library, please contact your LexisNexis Representative.  If you have a concern that was not addressed here or in the February response, found here, please email Michelle Cosby, CRIV Chair at mcosby@nccu.edu.

——————————————————————————————————————

LexisNexis would like to thank Michelle Cosby and CRIV for the opportunity to continue the conversation on eBooks.  The questions discussed during the recent call and answers to them follow.

For additional information, we recommend you visit http://www.lexisnexis.com/ebooks/ , where you can access current lists of electronic titles, view an eBook demonstration, and review Frequently Asked Questions.  Additionally, you may find answers to your questions in the terms and conditions (the “Electronic Publications Master Agreement”) related to eBooks (as well as CDs, DVDs, PDFs, flash drives or other publications distributed electronically by LN) located at http://lexisnexis.com/terms/bender/masteragreement/.  We also welcome your questions and suggestions by phone at 800.833.9844 or email to ebooks@lexisnexis.com.

Q: Concerns were raised regarding the administration of eNewsletters and eBooks.

A:  LexisNexis® digital content (eBooks and PDFs) is fulfilled and supported via the LexisNexis download center. This download center can be accessed through our online store. Since its launch in November 2011, we have continuously made incremental updates to improve the download capabilities for our digital content. In summer of 2013, we are planning to significantly enhance the user experience related to the download management process for eMedia.  The planned enhancements will include a self-help portal for administrative staff that will, among other things, allow the admin to change, edit, add and delete email user addresses receiving notifications from the download center. Customers will also be able to view a history of all their eBook purchases in the download center and be able to download any previous newsletter updates they may have missed.

Q: How are customers notified of a change in format for an existing subscription?

A: Newsletters:  When a newsletter format is changed so that it is only available in an eNewsletter (PDF) format, LexisNexis’s process is that customers are notified, individually, with a letter included in the last print shipment. For example, the customer will receive a notification of the format change with the April 2013 print newsletter that the next issue, May 2013, will only be available as an e-newsletter in PDF format. The timing of the notification is dependent on the publication schedule of the newsletter. A complete list of titles in this category is posted to http://www.lexisnexis.com/eBooks.

Print + CD: When a Print + CD title is migrated to a Print + eBook format, LexisNexis’s process for notification is that customers are sent a letter, with the print title, with instructions to download the eBook. Upcoming titles are posted to http://www.lexisnexis.com/eBooks.

Q: Concerns were raised that the list of titles changing to eFormat is not being kept up-to-date.

A:  We aim to post a list of titles earmarked for migration approximately 30 days in advance, as our information allows. We do this through our eBooks site at http://www.lexisnexis.com/eBooks.

 

Q: Concerns were raised that Libraries will be forced to print newsletters at their own expense. 

A: With a single subscription to a newsletter, the library has the right to use the Electronic Publication on a single personal computer, e-reader, tablet, mobile device, or other display device, in the manner described in the Electronic Publications Master Agreement. In addition, one copy can be printed. While there is no requirement that the library make one print out of the newsletter, we do understand that some libraries may elect to do so. 

If a library is interested in lending and sharing capabilities for eBooks and eNewsletters, the LexisNexis® Digital Library can simplify buying, updating and lending.  Find more information on the LexisNexis Digital Library here:  http://www.lexisnexis.com/ebooks/lending/

Q: Concerns were raised that due to the change to eFormat, libraries will need to purchase e-readers.

A: A particular brand of e-reader is not required as programs that act as e-readers are available for computers. For more information, visit the eBook Resource page: http://www.lexisnexis.com/ebooks/resources/.

Q: Concerns were raised regarding highlighting in digital content.

A: The Digital Rights Management (DRM) related to a publication dictates the ability to highlight, share, print, etc. For a single user, single copy subscription, only one user has the right to use the eBook, so only one person can highlight. (However, for libraries permitting access under section 1.3 of the Electronic Publications Master Agreement, the permitted user highlights would be displayed together, much as they would if multiple patrons marked on and highlighted a printed book.) With the LexisNexis® Digital Library, users have the ability to highlight and make notes, which can be saved by the user outside the eBook. These notes and highlights are suppressed when the book is checked back in, so the next user will not see this information and is able to make their own comments and highlights. If the original user checks the eBook out again from the LexisNexis Digital Library he/she will have access to the highlights/notes originally made.

Q: Concerns were raised on electronic invoicing.

A: For some organizations, Lexis Advance® invoices will be sent electronically in summer of 2013. However, the invoice format for print, eBook, eNewsletters is not changing.  You will continue to receive these invoices in print.

 

Q: Can the abbreviations on invoices be more specific?  (The example provided was MA Laws)

A: Within some constraints, we can make adjustments as needed so that the abbreviation is more descriptive.  For the example raised of MA Laws, the abbreviated title on the invoice has been changed to MA Annotated Laws.

 

Q: What action should be taken by subscribers who choose not to accept a change in format for existing subscriptions?

A: Customers who choose to seek a refund or cancel their subscription due to a change in format should call Customer support at 800.833.9844 for options related to their purchase.

A Message From the Chair: LexisNexis eBooks

CRIV is still waiting for Lexis’ response to the questions posed during the phone call in mid-April.  In the meantime, CRIV has scheduled a demo with Lexis in May to become more familiar with how the eBooks Library works so that we can better understand the needs of the AALL Membership.  If your library would like a personalized demo, please contact your Lexis Rep.  Alternatively, Lexis will be offering demos in June.  More information to come on the June demos.

Additionally, CRIV is still soliciting feedback on this issue.  If you have any concerns or suggestions, please email them to Michelle Cosby, CRIV Chair at mcosby@nccu.edu.

Thank you,

Michelle Cosby, CRIV Chair

A Message from the Chair: LexisNexis eBook Talks

Earlier this week, members of CRIV spoke with Cindy Spohr, Deana Sparling, and Silvian Rosario from LexisNexis to further discuss the change in format to eBooks/eNewsletters and invoicing.  CRIV would like to thank LexisNexis for taking the time to talk about these issues.  LexisNexis will be posting an official response to the questions covered during this call, and we will post the response to the CRIV Blog as well as sending it out through our listserv liaisons. 

Additionally, LexisNexis has a few upcoming Lunch & Learn events available for AALL members local to the areas listed where you can learn more about this process.  CRIV will be posting training sessions related to the eBook process and Digital Libraries as they become available.

All Lunch & Learn sessions are 11:45am-1:15pm.  

Chicago:  Thursday, 4/25, LexisNexis, 70 W Madison, Suite 2200, Chicago, IL 60602.  RSVP to Bridget MacMillan at bridget.macmillan@lexisnexis.com

 

Atlanta:  Thursday, 5/1, Offices of Troutman Sanders, Bank of America Building. 600 Peachtree Street, Suite 5200 Atlanta, GA 30308.  RSVP to Mary Reusch at mary.reusch@lexisnexis.com

 

New York:  Wednesday, May 22, LexisNexis, 125 Park Avenue, 24th Floor, New York, NY 10017.  RSVP to Gayle Lynn-Nelson at gayle.lynn-nelson@lexisnexis.com

Thank you,
Michelle Cosby, CRIV Chair

A Message from the Chair: LexisNexis “ACTION REQUIRED TO CONTINUE YOUR SUBSCRIPTION”

I just wanted to let the AALL Community know that though CRIV has currently been silent on the above issue, we are actively working on it as well as a few other issues of concern that have come about due to the e-format changes.  CRIV has a phone conference scheduled with Lexis next week and we plan to post information by the end of this month or early next month.  If any other issues arise, please remember that you can request assistance by filling out our online form, or by sending me an email at mcosby@nccu.edu

Best,

Michelle Cosby, CRIV Chair

Request for Assistance Update: Lexis Labels for the December 2012 Supplement to Courtroom Criminal Evidence

Posted on behalf of CRIV Vice-Chair Cynthia Myers

CRIV received a request from a court librarian asking about the incorrect edition found on the December 2012 supplement to Courtroom Criminal Evidence. The supplement stated that it was for the 4th edition when the publication is actually the 5th edition. Would there be some correction made for the supplement?

CRIV contacted Cindy Spohr of Lexis and received the following information: Correction stickers are available for this supplement upon request to Lexis.

Thank you to Cindy for her assistance. If you have a similar issue or any issue that CRIV can assist with, please use our Request for Assistance form available at:  http://aallnet.org/main-menu/Advocacy/vendorrelations/request-assistance.html.

 

Cynthia Myers, CRIV Vice-Chair

LexisNexis eBook Response – Posted on Behalf of LexisNexis

This message is posted from CRIV on behalf of LexisNexis with regards to eBooks.

LexisNexis® would like to thank Michelle Cosby and CRIV for the opportunity to speak with its members regarding eBooks.  The questions discussed during the call were those identified by CRIV as the ones most frequently asked by the members.  Both the questions and answers to them follow.

For answers to questions not discussed during the call, we recommend you visit http://www.lexisnexis.com/ebooks/ , where you can access current lists of electronic titles, view an eBook demonstration, and review Frequently Asked Questions.  Additionally, you may find answers to your questions in the terms and conditions (the “Electronic Publications Master Agreement”) related to eBooks (as well as CDs, DVDs, PDFs, flash drives or other offline publications distributed electronically by LN) located at http://lexisnexis.com/terms/bender/masteragreement/.  We also welcome your questions and suggestions by phone at 800.833.9844 or email ebooks@lexisnexis.com

LexisNexis recognizes the important role technology plays in workplace productivity, and our goal is to provide legal professionals effective and efficient research tools, accessible whenever and wherever they need them.  Today’s practitioners are using tablets, smart phones and laptops, and want to incorporate eBooks into their everyday work.

With this in mind, we began our eBook journey in 2009, relying on customer input and feedback to help shape our product strategy and direction.  For example, we heard from our customers that they wanted to be able to choose their own mobile device; as such, we developed our eBooks using the two industry standard file types (epub and mobi), leaving device preference and choice to our customers.  In addition, we heard customers say the eBook needed to mirror the print book as closely as possible to support ease of use and format transition, so we designed our eBooks with this in mind.  We also provide valuable citation links to our Lexis Advance® research system for enhanced understanding of in-depth content.

As knowledge of our eBook collection grew, we began receiving feedback that while individual eBook purchases may be suitable for individual practitioners, librarians need to have greater supervision of collection purchases, lending restrictions, and other important library management issues.  We also heard clearly the imperative that any solution provided should be publisher agnostic, allowing librarians to mirror their print collection in digital format. 

For these reasons, we now offer LexisNexis® Digital Library.  As a part of the LexisNexis Digital Library, LexisNexis is an authorized reseller of the OverDrive® application platform.  Overdrive is a leader in the distribution of eBooks and digital content to public schools and libraries.  The innovative LexisNexis Digital Library offers legal professionals access to a large collection of authoritative legal eBook content on all major mobile devices and desktop platforms. It also enables organizations to share individual eBook titles among multiple users, purchase eBooks centrally and manage their library more efficiently.

eBook Info Site:

1) When will the helpful website be going up?  How will you inform customers when it is available?

This website is available now!  At http://www.lexisnexis.com/ebooks/resources you can access current lists of electronic titles, view an eBook demonstration, and review Frequently Asked Questions.  We also welcome your questions and suggestions by phone at 800.833.9844 or email ebooks@lexisnexis.com.

Information on this website’s availability was communicated in the January edition of the LexisNexis® Information Professional Update, and in the LexisNexis® InfoPro Weekly beginning January 17. We will continue to include reminders on it in certain relevant communications to information professionals throughout the year.

eBook Availability and Content:

2) Is it possible for an eBook to be downloaded to a library computer and be IP authenticated?   If not, will different pricing be available so that a library does not have to participate in eBooks? 

In order to ensure we understand and deliver on your desired user experience, we recommend that you contact your Account Representative or our Customer Service organization to discuss this question further.

3) What hardware is needed to read the eBooks?

 We publish our eBooks in .epub and .mobi formats.  As such, our eBooks are compatible with hardware and software that supports those formats – Mac® and PC laptops, Apple® iPad®, Android® devices, Barnes and Noble NOOK®, Amazon® Kindle®, Sony® Reader and others.  Helpful tips for e-reading applications and software are available at http://www.lexisnexis.com/ebooks/.

4) Will patrons have to go to your website to download the eBook?  Will they have to again after an initial download?

You may choose to download an eBook from the LexisNexis® Download Center to a library computer for patrons to access on that computer, pursuant to the Electronic Publications Master Agreement (referenced above). If you need access that is not provided for in the terms in the Electronic Publications Master Agreement, then please contact your Account Representative to see what agreement can be negotiated for that particular publication.

Cataloging/Circulation/Access:

5) What cataloging pieces will be required to describe the eBook? Does it go on the record with the print book?

LexisNexis Digital Library offers high quality, full-text bibliographic records enhanced for eBook catalog holdings.  The OCLC-MARC records include catalog data that is specific to digital media.

LexisNexis eBooks have a unique record versus the print version as the eBooks have unique ISBNs.  This will allow your patrons to more easily find their preferred format.

6) Do we need to adopt the OverDrive program?

No, you are certainly welcome to evaluate other solutions. 

If you are interested in hearing more about the LexisNexis Digital Library, please contact your Account Representative. 

7) What if the library OPAC is not compatible with OverDrive?

We anticipate few compatibility issues, if any, as the communications protocol that OverDrive employs is SIP2, a widely accepted industry standard. The other option available is LDAP, which is also an industry standard.

Should you require certain advanced functionalities, there may be additional OPAC modules required.  We are happy to discuss these with you as you consider implementation.  However it is important to note that an OPAC is not required for implementation of the LexisNexis Digital Library.

8) Does the licensing agreement cause any problems with lending to other libraries?

As with our CD-ROM licenses, our eBook licenses do not permit interlibrary loans.  For more information, please see section 1.3 of the Electronic Publications Master Agreement (referenced above).

9) There has also been concern that eBooks will force libraries to circulate materials that they don’t usually circulate.

LexisNexis Digital Library does not offer “library-only” circulation capabilities comparable in the print world to not allowing reference desk materials to be checked out, for example.  However, in the LexisNexis Digital Library, you can set the lending period for a short time such as a few days. 

Newsletter/Bender.com:

10) Are there plans to make searchable archiving available since these will no longer be available in print?

You can easily archive your older eBooks as your receive current editions, if such archival practices are in accordance with the Electronic Publications Master Agreement (referenced above).   As newer eBook versions will carry the same file name, you can simply rename the old edition file. With respect to eNewsletters, each new issue is being given a new file name, so you can save them without overwriting. 

11) Can I search across LexisNexis eBooks maintained on one device, or within a LexisNexis Digital Library, in a way that is similar to Folio functionality for CD libraries? 

If there is functionality in your e-reader software allowing such searching and the Digital Rights Management for the particular publication allows such searching, then it may be possible.  However, without those conditions, searching is limited to a single title at this time.  We continue to develop and work on CD library migration plans and features.

12) Setting up an account and getting the log-in credentials is time consuming.

We are working to streamline the process. 

13) Concern about passing cost on to the consumer since they will have to print the newsletters to circulate.

While there are costs associated with printing a copy upon receipt, electronic  delivery offers benefits that we believe outweigh the costs for our customers, including shorter delivery time and lower storage costs

General:

14) Will a list of publications that are changing from print/print with CD/CD only to eBook/digital/PDF only be made available?

 See information regarding our eBooks website above.