Next-Generation Law Firm Libraries

March 23, 2010

I read a post several weeks ago from 3 Geeks and Law Blog, bookmarked it and kept going back to it.  Several of the speakers mentioned in this Ark Conference review are law librarians I have admired and learned from in the past, and will no doubt continue to learn from into the future.

When I worked on my Next-Generation Corporate Libraries and Information Services book last fall, law firms were a focus.  (Note: The book was published by the Ark Group, the producer of the conference reviewed in the 3 Geeks Law Blog.) More significantly, Information Services were the focus of my attention.  Knowledge Management, Embedded Services and innovative ways to add value to an organization’s information consumption were a few of the things I discussed.

Source: http://pixdaus.com/index.php?pageno=16&tag=rose&sort=tag

Knowledge Management could be Research Power Sources

The portion of the 3 Geeks post that most captured my attention was the need for law libraries to take ownership of Knowledge Management and improve its reputation.  I wholeheartedly agree.  In a law firm environment, the users of KM are not “managing” knowledge they are consuming knowledge and repurposing it.  A rose by any other name will serve the purpose.

Using metrics to sell the use of KM is just one part of expanding the conversation between librarians and management.  The application of metrics for other purposes is just as important but I caution against measuring for measurements sake.  The metrics must sell the service in which firm librarians want management to invest.

I loved it when I worked at the firm and would hear from users of the KM system: ” I know I saved myself 3 hours of work.”  They saved this time because they were able to quickly locate documents that  could be updated and used for a current project.  Those are the metrics that matter, especially when seeking ways to show value to clients beyond a billable hour.

The Best Practices discussions reviewed can be a constant conversation in law librarianship.  We must continuously strive to seek methods of improving service delivery, expanding reach into the firm through those services and tell the story in numbers that matter in order to maintain influence and retain or gain powers of position.


Online Records Doesn’t Always Mean Easy Access

March 15, 2010

There’s Room for Knowledge Management in Open Records

Over the past couple of months I have found myself doing a large amount of research in the realm of state legislation and regulations.  The one thing that is clear from this work is that while information is significantly easier to find than it used to be, all states are not equal.

The sophistication and ease of use for each state’s system varies widely.  Organizationally, the regulations are frustrating.  Some regulations are spread through departments within departments others are deceptive.  The deception comes from the appearance that there is a single place for all proposed rules and the information is complete.  In reality, there are often other places within the wealth of state data that can and do contain this type of information.  The reality of needing to look in multiple places is just part of the frustration.  The lack of complete tracking information and an inconsistency even with the same state, depending upon the regulation and/or the responsible department increases the searcher’s blood pressure too.

Bringing Infrastructure up to Date is a Challenge

If ever a need for Knowledge Management was apparent, it is in the handling of these valuable open records resources.  I certainly understand that the appearance, availability and frequency are dependent upon a number of factors ranging from human to fiscal resources. Not the least of these dependent factors is existing and available technology.  Bringing old infrastructure to the 21st century is a huge and costly challenge.

However, I think organizations responsible for maintaining and making available to the public large amounts of information, should look closely at the impact a well executed content and knowledge management plan could have.  Could human resources actually have a reduced burden if the full date was used in a legislative docket, especially a docket that ranges across two years?  I think so.

Systems and processes in inputting data must be considered in light of the ultimate output and user.  A capable Knowledge Manager will be able to balance the technological and information demands and capabilities against user expectations and desires.  This information professional will establish and maintain protocols to benefit the organization at all levels.

There are many ways to handle information but it should be handled by a professional.  At minimum, organizations responsible for providing access to public records should invest in an Information Professional to establish good  protocols on the front-end.

Constance Ard 3/14/2010


A Song, A Coke and Scanning the World’s Knowledge

February 18, 2010

I despise duplication of effort.  Therefore, when it came time to begin the planning for the digitization phase of a current project I did a bit of research.

Apparently, Google is not the only one that has been out there digitizing library holdings.  Granted Project Gutenberg and the Internet Archive seem to be concentrating on public domain titles (pre-1922). It kind of makes one wonder why duplicate the effort?

I’d say let’s give the world a coke and a scanner and see if we can’t make our culture collection Alexandria available through collaboration.  Or is that already happening?  It seems chaotic at best to the uninitiated.

So as I try to make sense of this in my own world I thought I’d let you grab your own coke, sing your own song of harmony and I’ll give you a list of current digitization projects that I have discovered.

Author’s Note: I do not purport this list to be a complete and comprehensive list of ongoing projects.  These are projects I have stumbled upon while seeking information for another purpose.

Scanning without a coke.The Big Ones

  • Project Gutenberg
  • Internet Archive
  • Google
  • Microsoft’s Live   project has been discontinued but the as is items are still out there for your use and discovery.

Smaller Library Consortia projects with a scope of books and more.

At this point I feel like I’m barely scraping the surface of what is going on in the digitization of libraries.

What is apparent is that digitization is and will continue to happen.  Google is willing to make a private investment that will benefit the public good.  Libraries struggle with funding and human resources necessary to complete a digitization project.  I think I might be ready to let Google provide the coke and scanning robot while we sit back and enjoy the song.

It would be nice to avoid duplication of effort in the digitization projects but that is as impossible as gathering every publication ever into a single physical space.  There are benefits to consortia efforts and even special libraries with very niche collections that take on their own project.

It would be nice though to take comfort in the knowledge that one of the big guys is gonna do all the really important stuff.  Of course, then you get into the definition of what is important and that’s way to librarian for me to debate here.

I’ll settle for some best practices that help all involved in these projects to make the best of their resources both fiscal and human so that the greater good  of access is served well.  Perhaps by the end of my own work I’ll even be able to define some of those best practices.

Constance Ard February 17, 2010


Social Media Best Practices: A Perspective After 6 Months of Research and 3 Months of Presentations

December 6, 2009

On Friday I concluded my 2009 Kentucky Law Update presentations with Stuart Adams on Social Media in the Law.  I spent the 3 days prior to the presentation updating the work done for the first presentation delivered  in early September.    As I told each of the audiences in 9 cities, social media changes constantly and rapidly.

Since I began this “project” new developments have emerged.  Some key items include:

  • GA case where Federal Judge ruled that Rule 53 prohibited tweeting in the courtroom.
  • Several mistrials have occurred due to juror activities in the social media landscape. (See some coverage here.)
  • Microsoft Bing, Yahoo! and Google have announced plans to make social media content searchable.  Google is developing their search application in the Google Labs currently. (See a discussion here on the Google and Bing drawdown.)

In Friday’s presentation I told the audience that the opportunities abound but that they must be strategic and employ best practices when using Social Media.  This begged the question of what are the best practices.

That depends upon your purpose in participating in the social media landscape.

  • Is it purely investigative?
  • Are you marketing services?
  • Are you advising clients about how they should govern or participate in this new media?

Once you have determined what you want to accomplish it is then time to set your strategy.

For me the best practice overall it to formulate your strategic social media plan.  All else will follow.

Constance Ard December 6, 2009


Growth Spurts Strain Information Management Processes

November 10, 2009

Many times, companies that grow organically continue to use their information management processes that were in place before their adolescent growth spurt.  Using different buckets for shared content and locking down content is sometimes an obvious answer to information security issues.

Sometimes, those lock downs decrease productivity more than secure information.  Collaboration is an important part of content companies and in today’s world most companies are content companies.  That doesn’t mean that security isn’t important to companies with valuable patents or confidential client information; those firewalls remain critical parts of your information processes.

However, there are times when a company grows by baby steps, and then suddenly they have an adolescent growth spurt that pushes the fit of the old processes. Often the growing company is so focused on the product that is causing that stretch that the infrastructure is overlooked.  A lot of things contribute to the successful delivery of the product.  While you may be able to stumble along for a few years without paying attention to your technology  upgrade plans, your content production and information sharing processes and your employee promotion and transfer opportunities, eventually all of that will catch up with you at a time when it is most critical to your continued success.

information management processEven if your company operates in the typical teenage manner, drifting through the days from activity to activity, forward movement is ongoing.  The teenager finally realizes its time to think about “the future” and plans are made and executed for college applications, moving into an apartment with their friends etc.  The company too can drift forward until its time to think about “the future” and suddenly have their attention grabbed by the inefficient processes.  Once that happens, thinking critically about how to share information and with whom is a necessary first step. Decentralized files in a collaborative environment is a handicap that is easily overcome.  In a later post, I’ll discuss some of the solutions that are available to you for this first step from company adolescence to adulthood in information management.

Constance Ard November 10, 2009


Attorneys Can Learn Social Media Too

October 29, 2009

Librarians are agents of change and leaders in technology.  A few years ago librarians began applying social media into their information service offerings.  The history of how this initiative began can be found in the background related to the Public Library of Charlotte-Mecklenburg County’s 23 Things project.

This is a simple program that can be done on a self-paced basis by anyone.  I offer you this resource for those who have not already begun diving into the Web 2.0 environment. You can learn this on your own.

Of course, I understand time is a major concern for you and 23 things may be more than you need but that is why this is something you can do on your own with the applications that are of most interest to you.

Social media is here to stay.  The learning curve between the library profession and the legal profession is significant.  Of course, there are attorneys, especially younger ones who understand 2.0 tools well, they may lack an understanding of the importance of drawing lines between professional and personal online content but they can use many of the tools.

It is important for attorneys who want to apply web 2.0 tools in their practice to establish policies and guidelines for that usage.  This protects against blurred lines and allows strategic leverage of very prominent tools.

So, if you have the time and inclination, check out 23 Things.  If not, keep checking here, for  more information about the top of the 23 things that attorneys can learn too.

Constance Ard October 29, 2009


Malleson’s Connect – An Exercise in Client Service

September 22, 2009

Are Law Firms Ready for Transparency? an article by V. Mary Abraham published September 12, 2009 on LLRX.com describes an innovation in client communication and work product.

Transparency is one of those stock business phrases that seems to answer customer clamoring and digital expectations.  Technology can take transparency from the wish list to the implementation schedule.

Extranets have been a client service offering in large law firms for quite some time.  They have operated, similarly to CRM in law firms, in a black hole of interactiveness. This Connect tool takes extranets from the  black hole of Web 1.0 to a Web 3.0 web service.

I was impressed by a few key things in the description of Malleson’s Connect tool.Connecting Bright Ideas

  1. The tool was developed, shared with the clients and re-done in collaboration with clients.
  2. An emphasis has been given to real-time updates.
  3. With Work-in-Progress discussions Malleson’s has set expectations.

The success of this client services  tool can probably be attributed to the realistic expectations (technology does have limits) and clearly defined expectations.

Law firms are shaking the tree of business processes and embracing the tools and nature of today’s dynamic, collaborative, interactive technology.  Will all firms embrace tools that provide their clients with insider information about the work being done?  Some will, others won’t and the majority will probably pick and choose the information that they expose. Is that different from any other business?  Probably not.

The wisdom in using technology to connect with clients in an open manner really comes down to business values.  Working with a client, instead of for a client certainly makes it harder to break relations.  Innovative firms will benefit from a broad view of how technology and a shift in business practices will improve client services and build customer loyalty and satisfaction.

Of course excellence will be the deciding factor in that client satisfaction.  If you open the view into your work, be sure that within the limits and expectations you define, your work is of the high quality your clients pay for.  Otherwise, you’ve shot yourself in the foot while loading the gun.

Constance Ard September 22, 2009


Legal Services Innovate

August 25, 2009

I’ve often thought that small and mid-size law firms have an edge, especially in tough economic times.  Apparently, I’m right.  Law.com reports on a select consortia of these same firms called Meritas.

In using their search function to locate firms in Kentucky only one firm was listed.  So then I got curious about how firms and attorneys could join the network.  Color me shocked that this alliance has been around since 1990.  Meritas is a network of “like-minded” members that are “vetted and invited.”

No big firms honing in by paying bigger fees for more space here.  So you’ve joined the club but how do you stay in?  Members of Meritas must agree to operate under” Quality Assurance Program”.  This is a great way to maintain that like-minded membership in case of mergers and firm attitude adjustments.  Seems like a pretty good operation based on the information I’m finding online and through their site.

From a seeking standpoint the site is clean and easy to use with simple browse features.  This is a great tool to use for locating local counsel.  Add to that an easily accessed “Doing Business” publications page and you find me downright impressed.

A few facts about the organization:

  • Operates as a non-profit
  • Headquartered in Minnesota with a staff to administer the QAP
  • Governed by a Board of Governors
  • Satisfaction scores readily available

All in all I’d say that Meritas is a great resource to keep in mind when seeking quality firms and attorneys in any of the 60 countries that participate.

What prompted me to perform this review of Meritas is the Law.com article referenced above.  The pricing seems to be a key satisfaction factor.  As corporate counsel continues to find ways to curb their outsourced legal costs,  gems like Meritas will be much sought after.  Indeed, their model may influence the business model of those un-invited firms.  Innovative firms will offer alternatives, options and satisfactory solutions.  Are you innovative?

Constance Ard August 25, 2009


Lines and Technology

June 24, 2009

SLA 2009 was engaging and full of educational and networking opportunities.  I was scheduled to return home on Friday, unfortunately that did not happen.

I did receive the unexpected opportunity for education and networking while standing in various lines for 3 plus hours on Saturday.  My original plans called for a flight home on Friday afternoon.  And the delay of the 1st flight and the cancellation of the Chicago to Louisville connection began my long journey home.

I took that first day’s delay in stride and made the best of my layover in Crystal City.  What did not work for me was the 2nd day.  I did my duty as a traveler and arrived in plenty of time for the security screening and other formalities.  Our flight boarded and all looked well until the mechanical problems were announced.  An hour of sitting on the plane finally ended with a de-boarding  and a need to stand in the first line and the re-ticketing process began.

We were handed a sheet of paper with an 800 number to call to get new reservations.  With 100 plus people standing in line calling the same number the odds of a quickly answered call seemed slim.  Fortunately the call went through and the reservations for another flight were made.  Pretty good…twenty minutes in line.

Then off to the other carrier, to print boarding passes and get gate information.  Quickly navigate through the line to self-check-in kiosk and bam!  The first brick wall…Your record can not be located.

Three hours later I’ve learned that competing airlines can’t talk to one another and if you’ve had trouble in the first self-help line with the same information, stay in the line to talk to the humans.

Problems encountered:

  1. American Airlines can’t talk to others and send a simple E-Ticket to the airline they with which they have made reservations.
  2. Delta Airlines can archive traveler records within hours of creation.
  3. Self-help isn’t the best option when travel arrangements are complex.

Conclusions & Observations:

  1. Airlines should be pro-active, when travelers are delayed serve water or coffee on the plane and in long-lines. (This type of courtesy will keep the frustrations at bay)
  2. The baggage process at Reagan National is bizarre:  one line to get tags and weight, another to drop off – use the curb-side check-in (Thank you Casey for the tip!)
  3. Airlines are not making a profit because they have refused to invest in technology regularly to maximize communications internally and with other airlines when necessary.
  4. Line policing is important to avoid possible crowd eruptions.  Delta did this well, American did not.

The final conclusion is that information flow is critical to satisfied customers.  If the reservation made on the phone twenty minutes into the first line had been accessible via the self-service kiosk at the carrier I would not have been at my wit’s end at the end of the next three hours.

I  hope my fellow-line compatriots are home, at Fort Benning in time to report to duty, and enjoying their Hawaii vacation respectively.

Constance Ard June 24, 2009


De-Duplication

April 17, 2009

As a firm librarian, one of the first things I came to understand was the importance of having primary research sources in duplicate formats.  That was in 1996.  In 2008 it was still important but the financial realities were beginning to impact the ability to keep items in duplicate formats.   Today I suspect this is a critical mission in law firm collection development for those who have not already conquered the resistance.

Those of you in the legal world understand that by duplicate formats I mean that regulations, statutes and favorite treatises may be available in print (including multiple copies), available through the WEXIS databases and maybe even available as a separate electronic subscription for just that title.  This doesn’t even include the “free” materials made available on the Internet by the government.

Those of you not familiar with the legal world may say why?  The reality is that in law firms time is money and if a researcher i.e. an attorney uses a resources regularly in a particular format they expect to continue to be able to do so no matter how developed other access may be.

Of course the struggle is that these duplicate formats impact the budget.  It’s easy to take a line-item view of the budget and see where cuts can be made.  Not taking the users into account makes it easy to save money.  When you stop to consider the users the decisions become difficult.

So, now the economy is tight and is affecting law firms with staff and associate lay-offs.  Travel money has been cut and other law firm amenties may be gone.  Yet still more money needs to be saved.  How can you balance the need to cut the budget and satisfy the user with an obvious choice like duplicate materials?

The easy answer is just make the cut.  As a library director or manager, it’s your responsibility to make collection decisions that support the firm’s work and meets budget.  However, if you wish to continue to make sure that attorneys can answer client questions you need to do more than make the cut.

Duplicate materials also come in the form of general reference sources that are bought in multiples for the heavy users.  Reducing those numbers is a good 2nd step.  Of course, to do it successfully you must communicate with the users what’s going to happen, why and how they will be able to get the material when they need it at midnight when you are long gone from the office.

A 3rd step is using training as a conversion tool.  If you can get your long-time print users comfortable with the electronic version then deleting the print from your collection will be easier.  Some attorneys who may be comfortable with searching case-law on-line may still be resistant to using the regulations in an electronic format.  (Remember time is money?)  They may say that it takes more time to use an electronic resource.  Your job is to get them so comfortable with the electronic version through training that they become even more efficient with the electronic version.

You may be thinking, Answer Maven why are you focusing on de-duplication through a concentration on electronic formats?  Print materials take time and staff to update.  Multiple print copies of materials are more difficult to manage.  If you have an electronic source you already have it licensed for multiple users, even transitionary users such as interns and summer associates.  This reduces the need to buy one more copy of the rules for that short-term person.

In essence, you will get more bang for you buck through the flexibility of electronic resources.  So when it comes time to de-dupe your collection think about communication with users and training as your keys to success.

Constance Ard April 17, 2009


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