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August 2013 PLL E-News
In This Issue
From the Chair
2012 PLL Business Meeting Minutes
2013 PLL Business Meeting Minutes
Hot Topic Review
How I Raised My Value in Seattle
Business and Competitive Intelligence: Rethinking Tools, Methodologies and Relationships
Welcome New Members

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FROM THE CHAIR
by Jean P. O'Grady, DLA Piper, Washington,  

 

You Voted We Are Listening

 

Last year PLL Chair  Linda Jean Schneider and the Membership Committee Chairs Cameron  Gowan, Karen Silber  and Yumiko Blackwell conducted a membership survey.  The survey confirmed that PLL is doing many things right. Among the benefits most frequently cited are networking opportunities and educational offerings,  specifically the webinars and the PLL Summit.  Thanks to Linda Jean and the Membership Committee for providing this useful analysis of member interests and needs.

 

Suggestions From The Membership Survey:

 

1. Small and Mid Sized Firm Issues.  A number of members requested more offerings for small and mid-sized firms. I agree that Big Law issues and solutions may be different and we should make sure that PLL provides education and networking for. Or maybe we should create a small and mid-size firm committee who can propose programming and discussions addressing small and mid-sized firm needs. If you are interested in volunteering in this initiative please email me.

 

2. Streamline Communications. We have consolidated the PR and Communications committees into a single committee headed by Steve Lastres which will review all of our communication channels and publications.

 

3. More Webinars - Jennifer Berman and Scott Bailey are co chairs of the Education committee. The education committee will continue offering webinars and will assist members in preparing proposals for the AALL Annual Meeting in San Antonio in 2014. The deadline for submission is October 7, 2013. 

 

4. Offer Free Webinars- In fact PLL webinars have always been free and will continue to be free.

 

5. Continue the PLL Summit - Cheryl Niemeier and Marcia Burris will be co-chairing the 2014 Summit and will welcome suggestions and committee volunteers.

 

Leaning Up 

Continuing a key theme of the PLL Summit I have created a "lean up" committee to explore how we can assure that information professionals have a pathway to the C-Level or the highest level of organizational responsibility in their firms .

 

It is not too late to volunteer

If you are interested in volunteering  for any PLL committee it is not too late to volunteer.

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PRIVATE LAW LIBRARIES SIS
BUSINESS MEETING MINUTES
July 22, 2012
Boston, MA
summarized by Linda-Jean Schneider, PLL-SIS Vice-Chair, 2011-2012
 

 The meeting was called to order at 12:02 pm in the Constitution Ballroom of the Sheraton Hotel by Chair Steve Lastres. Steve welcomed everyone to Boston and the AALL Annual Meeting, acknowledging John DiGilio as the PLL VIP Special Guest, and Bob Romeo, CEO of Research and Litigation Solutions, from the luncheon sponsor, LexisNexis.

 

A motion to approve the 2011 Minutes with no changes was made and approved. Treasurer Elaine Knecht reported that the PLL-SIS Treasury had more than sufficient funds to cover expected expenses, including those of the PLL-SIS Summit.

 

Recognition:

Steve acknowledged the more than 70 PLL Members who volunteered freely of their time over the course of the past year. The volunteers were listed in the luncheon program and thanked publicly by having their name presented in a rolling format on a screen for all in attendance to see. Each one of them also received a personalized Certificate of Merit.

 

Highlights:

Steve reviewed the many accomplishments of the past year, including re-organizing the PLL Committee structure to strengthen the communication, education, media, public relations, and membership efforts; revising and solidifying the new three-year Strategic Plan; submitting more than 20 programs (11 of which were approved) to the AMPC for consideration for the Boston Annual Meeting; presenting 10 FREE webinars produced by the CI, IP, and KM Sub-Groups; and producing a stellar agenda for the third annual PLL-SIS Summit, attended by more than 300 Librarians and vendors.

 

Awards:

The Emerging Leader Award was presented to Sara Paul Raffel of Paul Hastings, and the Service to PLL Award was presented to Kate Martin of the Montgomery County (MD) County Circuit Court Law Library.

 

Summit Registration Grants were awarded to:

Matthew Elisha, Bryan Cave, Denver CO

Abigail Falls, Covington & Burling LLP, Washington, DC

Louise Jensen, Drummond Woodsum, Portland ME

Diane Kaboolian, Morgan, Lewis & Bockius, LLP, New York NY

Kim Martin, Goodwin Procter, Boston MA

Ciara Meeks, Robinson, Bradshaw & Hinson, Charlotte NC

Mary Ann Wacker, Bracewell Giulani, Houston TX

               

PLL-SIS Travel to AALL Grants were presented to:

Shari Berkowitz Duff, Reed Smith, Philadelphia PA

Matthew Elisha, Bryan Cave, Denver CO

Cameron Gowan, Jones Day, Washington DC

Janice Henderson, Law Librarian Consultant/Trainer, Brooklyn NY

Deborah Maglione, Finnegan Henderson Farabow Garrett & Dunner LLP, Palo Alto CA

Abigail Ross, Keller & Heckman LLP, Washington DC

Cornell Winston, U.S. Attorney's Office, Los Angeles CA

 

PLL-SIS Board:

Recognition and thanks were given to outgoing Board members--

Jane Baugh, Past Chair,

Jennifer Berman, Executive Committee Member

Deborah L. Rusin, Secretary

               

New Board members were introduced and welcomed-

Cameron Gowan, Executive Committee Member

Kristine Lloyd, Secretary

Jean P. O'Grady, Vice-Chair/Chair-Elect

 

Gavel Passed:

The gavel was then passed to Linda-Jean Schneider, as she assumed the office as PLL-SIS Chair for 2012-2013. Linda-Jean thanked Steve Lastres for an outstanding year as PLL-SIS Chair, and presented him with an engraved Crystal Trophy in appreciation.

 

Guest Speaker:

Linda Will then introduced Jim Pancero, her husband, as the keynote speaker. Jim spoke on "Strengthening Your Strategic Selling Skills: Are You Good Enough to Get Better?," a recurring concern during the Summit and other conference programs.

 

Adjournment: The meeting was adjourned at approximately 1:05 pm.

PRIVATE LAW LIBRARIES SIS

ANNUAL BUSINESS MEETING

July 14, 2013

Seattle, WA

prepared by Kristine Lloyd, PLL Secretary

 

The meeting was called to order at 12:42 by Chair Linda-Jean Schneider. Linda-Jean welcomed everyone to Seattle and to the 2013 AALL Annual Meeting.

Linda-Jean commenced by thanking the AALL liaisons, Denise Pagh, Julie Pabarja and Diane Rodriguez. She also heartily thanked the luncheon sponsor Wolters Kluwer Law & Business and specifically representatives Bob Lemmond and Mary Ann Loustaunau. She then acknowledged and thanked special VIP Guest, Elizabeth Doyle, who is Supervisory Librarian for EPA's Region 10 and the incoming SLA Pacific Northwest Chapter President.

 

The first order of business was approval of the previous meeting minutes. Sarah Mauldin moved to approve the minutes and Cameron Gowan seconded.

Elaine Knecht then provided a brief Treasurer's Report.

Next, Linda-Jean thanked all of the 2012-2013 PLL volunteers. She also thanked additional PLL sponsors, Bloomberg Law and Bloomberg BNA for sponsoring the Summit reception and Fastcase for their sponsorship of the hospitality suite. She also thanked LexisNexis for providing breakfast at the Summit and Thomson Reuters for sponsoring Summit keynote speaker Bruce MacEwen. Finally, she thanked Wolters Kluwer again for sponsoring lunch at the Summit and the annual business meeting lunch.

 

Linda-Jean began her remarks by congratulating the Membership Committee, particularly co-Chairs Karen Silber and Cameron Gowan, for their work on developing and executing a membership survey that will help guide PLL forward in our development of strategic directions. She also acknowledged Jean O'Grady and Joan Axelroth for their stellar leadership of this year's Summit Committee. AALL has approved a 2014 Summit, and Marcia Burris and Cheryl Niemeier will co-Chair the committee. Linda-Jean also acknowledged Kristine Lloyd who has been working on updating the PLL Procedures Manual. Linda-Jean praised the Education Committee and particularly Jennifer Berman, Steve Lastres and Emily Florio for their assistance with program proposals. She also commended those who collaborated on the LLSDC Showcase and other private law librarians who continue to work to raise awareness of our profession and our skills to law firm administrators. She commended Mark Gediman for his presentation at the ALA C-Suite Summit. Linda-Jean continued by recognizing Sarah Mauldin for her work on the PLL e-Newsletter. She also recognized Ellen Callinan, Kevin Miles and Chris Siwa for their work on the newly unveiled PLL website. Linda-Jean then announced that the Communications Committee will merge with the PR / Media Relations Committee after their Tuesday meeting.

 

The next order of business was the presentation of awards. Sarah Mauldin presented the awards. The PLL-SIS Emerging Leader Award was awarded to Emily Florio, Manager of Libraries at Fish & Richardson, Boston, MA. The Service to PLL Award was awarded to Lucy Curci-Gonzalez, AALL Board Member and Director of Libraries at Kenyon & Kenyon LLP, New York, NY.

 

Linda-Jean announced the PLL-SIS Grant Recipients for both the PLL-SIS Summit and for Travel to AALL 2013, and asked them to stand to be recognized.

 

Summit Registration Grant for 2013:

Jean Hessenauer, Librarian; Tydings & Rosenberg LLP

Diana Koppang, Sr. Reference Librarian; Neal, Gerber & Eisenberg LLP

Sarah Mauldin, Director- Library Services; Smith, Gambrell & Russell, LLP

Elizabeth Scheibel, Librarian; Lindquist & Vennum LLP

 

PLL Grants for Travel to AALL 2012:

Jane Baugh, Director of Library Services & Knowledge Management; Woods Rogers PLC

Eileen Dolan, Technical Services Librarian; New York Law Institute

Sarah Mauldin, Director--Library Services; Smith, Gambrell & Russell, LLP

Elizabeth Scheibel, Librarian; Lindquist & Vennum LLP

 

Linda-Jean then thanked the outgoing board members, Steve Lastres, Scott Snipes and Elaine Knecht, and introduced the new board members. Cheryl Niemeier is the incoming Chair-Elect; Emily Florio is the incoming Treasurer; and Saskia Mehlhorn is the incoming Board Member.

Linda-Jean lastly thanked Connie Smith, Firm Director of Library, Research & CI Services at Morgan, Lewis & Bockius. She then handed the gavel over to Incoming Chair, Jean O'Grady.

 

Jean thanked Linda-Jean. She then asked who attended this year's Summit. She announced that a volunteer form for PLL would be circulated around the room for those interested in serving on Committees.

Jean announced that there will be a Task Force on Upward Mobility which will work with the Strategic Directions Committee on evaluating the profession and thinking strategically about how to elevate our value within our organizations. She acknowledged that firms are under major financial pressures, and she urged librarians to push up rather than get pushed out of our organizations. Since we are the premier people who understand the value of information, we should be promoted to more strategic roles within our organizations.

 

Steve Lastres then was called on to introduce the keynote speaker, Don MacLeod, Manager of Knowledge Management at Debevoise & Plimpton, author of How to Find Out Anything and long-time editor of The Internet Guide for the Legal Researcher. Don spoke about the value that librarians add to the organizations we serve, and he reminded us that our services are in greater demand now than ever before.

 

The meeting adjourned at 1:50 pm.

Review of Hot Topic: What's My (Bottom) Line? Managing Law Firms Through the Great Recession
by Eve Ross, McNair Law Firm, PA, Columbia, SC

What a unique opportunity to hear a law firm managing partner (James Lehman of Nelson Mullins) share insights about managing a firm through difficult years, alongside one of his law librarians (Christine Sellers of Nelson Mullins) who was there to give the librarian perspective. The moderator (Pamela Melton of University of South Carolina School of Law) posed questions she had solicited ahead of time from other firm librarians. Several people took advantage of the audience microphone to ask additional questions.
 

Applause broke out when one librarian asked, "why would any managing partner lay off staff just because profits per partner dip below $2.5 million?" At a conference where we were asked to rethink our value, this question was well put. Mr. Lehman responded by inviting librarians to consider the fragile egos of law firm partners and the power of compensation as affirmation to those egos. He also reminded us of how breakups of big firms happen. Similar to a run on a bank, a few partners leave, then a few more. If that continues, eventually there can be a tipping point where lawyers abandon the firm in droves, sometimes for no other reason than the mere perception that the firm is a sinking ship. While profits slipping below an arbitrary, very high dollar amount aren't an actual problem, that slip can make some lawyers unhappy enough to leave, which can create a perception of weakness, which can eventually lead to an actual problem.

 

Mr. Lehman also reassured librarians of our continued value to law firms. He said that every lawyer knows when you have a flat fee arrangement, you want the librarian doing the research. We are experts on cost-effective legal research. As flat fees become more common, we can expect to be called on more often for that skill. However, with a flat fee, librarians do not get to bill for their time. That means we are providing a crucial service but not getting monetary credit for it. Librarians provide other services as well, such as competitive intelligence and knowledge management, that are nonbillable, yet provide tremendous value to lawyers and clients. Mr. Lehman said he currently takes for granted that such nonbillable work by his firm's library is worthwhile, admitting that he had not thought much about how librarians can quantify that value through metrics. However, he said he will think about how to take a more metrics-based approach going forward. I predict many other law firm managing partners and law firm librarians will do the same.

 

 

 

 

How I Raised My Value in Seattle
by Jean Hessenauer, Tydings & Rosenberg, LLP, Baltimore, MD

 

I have attended quite a few AALL conventions since 2001, and I have always taken away a certain amount of information. My colleagues will often say that they aren't going to the convention because they don't see enough programs that interest them. From my experience I don't find that to be true. No matter what session you attend you will learn something or hear something that you never knew. Even if the topic is not related to your current position, there will be something presented that is a new idea. You obviously can't retain 60-75 minutes worth of information, but I try to take away one or two what I think are key concepts from that session.

  

Rethinking Your Value really did come out loud and clear in most of the programs I attended. Every speaker echoed the same message - in this economy if you aren't valuable, then you may not have a job. Bruce MacEwen, the Summit keynote speaker, advised us and our law firms not to be complacent. He said complacency is the greatest threat to any business. The legal culture has to change in order for firms to survive. Leadership and strategy matter more now than ever. As the world becomes more digital the library has the opportunity to build visibility. David Weinberger, the keynote speaker, spoke about the amount of knowledge now available on the web. He said it is up to the librarians to take all of the data and metadata and make it usable. Here are openings for librarians to prove their value.

    

What's My Bottom Line (Hot Topic) was one of the programs I found most interesting, which surprised me since the speaker was the managing partner of a large firm. (I didn't think listening to a partner was going to be too inspiring, I can do that in my own office) He was a very articulate speaker and he spelled out the situation that has been facing law firms for the past few years. Keeping the partners happy is his role, something basic I guess we all know, but hearing it did make an impression. Failure to embrace technology will have a negative effect on law firms. Some law firms would rather fail than change. This is rather a dramatic statement, but the truth of this can best be seen in the recent dissolutions of a few large firms. There are many opportunities for librarians and other administrative staff members to affect the firm's bottom line. He also said that law firms will look different in the next 10 years.

 

Our perception of a person or event dictates our behavior. The panel of Recharge: Increasing Your Influence, explained that only 10 % of what we perceive is really true. They gave examples showing how interaction with co-workers can often be misleading. We react to someone in a certain way because we think they either like us or don't like us. In reality they don't feel the way we think, but our actions may eventually cause them to change their original opinion of us. When we take our interpretation as fact our influence can be either positive or negative. We need to keep in mind the weight our perception has on our decisions. This was a very thought provoking session because at first glance it seemed like such basic information.

   

One of the last sessions I attended was again an excellent presentation - Wine and the Law. While this was very entertaining it was also very informative. I pour at festivals for a winery near my home in Maryland, so I am interested in wine statistics from other states. Maryland laws recently changed affecting wine sales. Wine can now be shipped into Maryland and local wineries can ship wine out of the state. This was an economic boost for the small wineries that don't have the distribution exposure as do the larger vineyards. I enjoyed talking to the wine commissioner after the program.

 

I found value in all of the programs I attended this year, hopefully I will bring that value to my job.

 

Business and Competitive Intelligence: Rethinking Tools, Methodologies and Relationships

reviewed by Susan Yancey, Vinson & Elkins LLP, Houston, TX

 

 

ILTA teamed with AALL to present a practical program entitled "Business and Competitive Intelligence:  Rethinking Tools, Methodologies and Relationships."  Librarians from three large law firms responded to a moderated series of questions around the practical side of implementing CI in law firms.


Catherine Whitney focused on Greenberg Traurig's customized E-newsletter for their Corporate and Securities group which routes once a month,  and another customized E-newsletter for a subset of MA lawyers which routes every two weeks.  The newsletter has BI and CI information with firm accomplishments, deals, successes, a spotlight on an office or new shareholders, etc.  It is not just outside news sources.  It started out highly curated with an HTML editor, etc. and now it is more automated with feeds.  Third party vendor InfoNgen www.infongen.com  is a good fit for them as it provides external content and lets them customize the internal content.


Kathy Skinner reported on Morrison & Foerster's CI program which has been rolled out for about two years.  Kathy formed a steering committee including the CMO, the Director of Client Relations, and the Director Business Development.  A project plan with scope and pitfalls was developed.  MoFo's 21 researchers formed committees to report to the steering committee to include:  a process committee, deliverables, and ROI.    MoFo trained all researchers on CI - not just a few.  This has improved the quality of work overall as library staff learned distillation and analysis skills.  Kathy referred to a description of a "BI Director" in an article on emerging roles of law librarians .  She said that accessing internal data can be tricky and difficult to understand.  Ask yourself:  Who in the firm has the data you covet?  Conflicts?  Marketing Technology?  How can you capture information about companies represented in client relationships, previous pitches, lateral partners, etc.?


Barbara Holt of Perkins Coie reported on the newsletter that was developed in response to a key client who wanted regular reporting on labeling in the food industry.  The topic is a very narrow one.  The "nature of suit" categorization of court filings is not completely useful for the topic.  When the team finds a particularly relevant case they follow the docket.  The team looked for a specialized publication which might cover the topic - to no avail.  They monitor news utilizing Manzama, set up a group site and track the traffic.  There is a daily email to clients with new developments and a newsletter to a broader group posted on the website. 

Welcome New Members
  

Lee Bernstein, Locke Lord LLP, Dallas, TX

 

Zara F. Fernandes, Proskauer Rose LLP, New York, NY

 

Shaunna Mireau, Field Law, Edmonton, Alberta, Canada

 

Elizabeth Singh-Silva, Kaye Scholer LLP, Tallahassee, FL

 

Amy Summer, Faegre Baker Daniels, Indianapolis, IN