LLAGNY: Legal Research Boot Camp

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LLAGNY: Legal Research Boot Camp

  1. 1. LEGALRESEARCHBOOT CAMPSESSION IIRALPH MONACOTHE NEW YORK LAW INSTITUTERMONACO@NYLI.ORGLLAGNY Welcomesyou to….
  2. 2. LAW LIBRARY MANAGEMENT• Pressure especially on firm libraries to change their servicemodel• Consolidation and globalization of firms• Increased client demand for cost effective legal services• Impact of technology• Focus form library as place to library as resource.Transformation of library as place is not new but pace ofchange more challenging.• Services the staff designs to connect users to the rightmaterials regardless of format• Affects all operational aspects of library management• Space planning and design• Acquisition and maintenance of the collection• Budgeting• Training
  3. 3. LAW LIBRARY MANAGEMENT• Law firm, law school libraries, and corporate legaldepartments, are to some degree affected by these changes• Although the library setting may be different, when viewedthrough the managerial lens, many of the issues are quitesimilar.• Law librarians can leverage their skills to provide leadershipin the provision of research and collateral services to theirpatrons.
  4. 4. PRIVATE LAW FIRM LIBRARIES• Financial Management• Talent Management• Collection Development• Marketing• Practice support• Competitive intelligence• KM
  5. 5. BUDGETING• Library manager must consider approaches to intelligentretrenchment in expenditures while maintaining integrityof services• Ability to cancel items that are no longer necessaryredirects monies to item necessary to retaining vibrantand institutionally centered library operations
  6. 6. COLLECTIONDEVELOPMENT• Review elements of a formal collectiondevelopment policy• Legal resources migrating rapidly fromprint to digial format or hybrid of both• Highlight cost-effective strategies toenhance a law firm library collection• How to extend the firm’s collection usingexternal libraries• Measuring collection usage• Answering collection developmentchallenges & opportunities
  7. 7. COLLECTIONDEVELOPMENT• Draft a policy statement• Basic elements: selection, maintenance and access• Core, ancillary, jurisdictional, and topical• Regional and practice area differences• Lateral hires with new practices• Ensure your policy provides the essential print andelectronic resources needed to support the firm’s practice• Include all stakeholders in your decision-making process• Establish a budget for each practice based on the relativesize of the group and the economic importance to the firm• Change strategy from:“just in case” to “just in time”*
  8. 8. JUST IN CASE JUSTIN TIME• Law firm libraries are migrating from ownership to accessmodel• Pressure to continuously cut the library budget• Reduction of physical plant requires continued migrationto digital format• Looking to collaborative technology to fulfill theinformation needs of attorneys• Continue same level or increasing service
  9. 9. MEASURINGCOLLECTION USAGE• Quantifying activates or functions essential• Objective way to measure the use of services andresources• Important areas to measure• Electronic resources• Circulation statistics on print resources• References services
  10. 10. MEASURING COLLECTIONUSAGE• Research Monitor• OneLog• Lookup Precision• Reftracker• Innovative, SyndeyPlus, EOS circulation modules
  11. 11. • Conflicts• Dockets• Records• CLE• Business development• Marketing• Practice support• Competitive intelligence• KMBEYOND THE LIBRARY
  12. 12. REPORTING UP• CEO/ CKO/ CMO/ CIO/ COO/ ED/ MP• Practice group leaders• Office administrator• Peer group• Prepare for change
  13. 13. DIANE M. GOLDSTEINMANAGING DIRECTOR, RECRUITMENTBST AMERICA
  14. 14. STAFFING MODELS• By location– Office• Satellite– Regional• US/ Non-US• By function– Acquisitions/ Tech services– Reference– Competitive intelligence
  15. 15. STAFFING MODELS• Operational– Outsourced– Insourced• Functional– Embedded– Virtual
  16. 16. EMBEDDED RESEARCHERS• Senior staff assigned to practice andindustry groups.• Attend group meetings• Cultivate direct relationships• Develop resource and needs expertise• Work with managers and group leadersto develop services & resources
  17. 17. MANAGER LIBRARY RESEARCHSERVICES (“WORKFLOWCOORDINATOR”)• Centralized reference services• Leveraging staff skills and availability includingimplementation of virtual reference desk• Workflow coordinators monitor research trafficand reminds the team about issues that have notbeen claimed• Issue tracking software infrastructure forreceiving, researching and responding toreference request without in person interactionbetween librarian and patron• Location becomes less relevant whenimplementing virtual or shared reference desk
  18. 18. MANAGER LIBRARY RESEARCHSERVICES (“WORKFLOWCOORDINATOR”)• Virtual reference and Issue Tracking is• Act of receiving, researching, and resolving areference request without any face-to-faceinteraction between librarian and client.• via email, an online chat, a text message, even abulletin board post on an intranet web page.• No longer matters where patron and researcherare physically located. Laptops, Blackberries,smart phones, Wi-Fi and a host of Web 2.0applications allow patrons to quickly get in touchwith researchers regardless of where eitherperson is at that moment..
  19. 19. MANAGER LIBRARY RESEARCHSERVICES (“WORKFLOWCOORDINATOR”)• But the need for research is constant – it doesn’t just stopwhen the ‘local’ researcher is out of the office. Our patrons takecomfort in the knowledge that someone within our network ofprofessionals is going to be able to respond to their request.• Our geographic distribution allows us to offer researchservices from 9 AM – 9 PM five days a week. GT researchrequests are submitted to a common research email address.GT research requests are submitted to a common researchemail address.• Once the patron clicks the ‘send’ button, the new requestinstantly appears on a centralized electronic bulletin board thateach researcher monitors. Occasionally, when the departmentis particularly busy, an issue may sit for an undue amount oftime, in which case the issue text goes from black to red.
  20. 20. VIRTUAL SERVICES• Centralized Reference– Workflow management• RefTracker• Numara FootPrints• Inhouse system– Metrics– Research database– 24/7• Reference Services Manager/ Workflow Coordinator
  21. 21. VIRTUAL SERVICES• Virtual reference desk with librarians from all offices answering questions frompatrons firm-wide.• Bring research services to far flung users – tech - Intranet – wiki Simple web page w/resources, FAQs• Reengineer workflow to gain efficiencies. firm-wide reference e-mail in order to takeadvantage of staff across all of our offices. central email box - easy in Outlook, w/rules to forward to librarians via email (for blackberry).• More robust solution - Ref desk workflow tool – use what have (IT ticket / incidentsystem, Notes, Sharepoint, Metastorm, new matter intake), or bus case forcommercial tool (Reftracker, Numara FootPrints)) – identifies and collects data byuser, manages assignment of research, provides status updates, creates knowledgebase (careful about copyright). Can quantify everything!• Language, jurisdiction, research expertise --- all present challenges so must manageusers expectations• Challenge to foster teamwork: Collaborate on projects via technology & old fashionedphone calls, webinars, video confs., email rules!!. Video phones!• Share common standards & procedures and technology• Host retreats, conferences – even virtual• Put mix of staff from diff offices on project teams – or beta a product• Provide cont ed across office lines• Break down silos based on specialization - cross "expose" if cant cross-train. Becreative with staff you have. Focus on competencies not titlesReference Services Manager/ Workflow Coordinator - an emerging specialty
  22. 22. CENTRALIZED REQUESTSystem
  23. 23. DIANE M. GOLDSTEINMANAGING DIRECTOR, RECRUITMENTBST AMERICA
  24. 24. ACADEMIC LAW LIBRARIES• Management of Financial and Personnel Issues• Collection/Resource Management• Faculty Liaison• Teaching• Training• Scholarship
  25. 25. ACADEMIC LAW LIBRARIES• Driven by accreditation ABA Standards• Council of the Section of Legal EducationStandards and Rules of Procedure forApproval of Law Schools• ABA standards reflect a time when quantityas measured by the size of the collectionwas considered the most importantmeasure of quality• New standards proposed recognize currentrealities
  26. 26. ACADEMIC LAW LIBRARIES• Standard 606 “the law library shall provide a corecollection of essential materials accessible in the libraryas well as provide a collection that either throughownership or reliable access meets the research needs ofstudents, curriculum supports scholarship and researchservices of faculty• Revisions to current Standard 606 reflect the change froman emphasis on ownership of materials to providingreliable access to legal information. The proposedStandard also links the choices of format and means ofaccess to the needs of the institution. ProposedIntegration 606-2 elaborates on the definition of “reliableaccess” by providing ways to meets the Standard throughongoing access to databases or participation in a formalresource-sharing arrangement with other libraries
  27. 27. MEASURING COLLECTION USAGE• ABA require reporting of statistics of public serviceactivity• Number of reference request, training classes, studentstrained• LibAnalytics from Springshare• Desk Tracker
  28. 28. NEW YORK LAW SCHOOLREFERENCE & INSTRUCTIONALSERVICES LIBRARIANDESCRIPTION:New York Law School, a dynamic urban law center in the heart of Tribeca, is seeking aprofessional reference librarian. The Library houses more than 500,000 volumes of books,microforms, and audio/visual materials and offers a full range of electronic subscriptions tosupport the needs of more than 90 full-time faculty and approximately 1,500 students in day,evening and LL.M. divisions. Many of our academic programs are anchored within one of theschool’s research centers.Our library team works together to provide extensive reference service and research instructionto the entire law school community. Each reference librarian:• Participates in our robust Faculty Liaison Program;• Participates in providing required Electronic Legal Research instruction to the first yearclass and teaches in our extensive Research Skills Workshop Program. Formal teachingopportunities are available through appointment to the rank of Professor of Legal Research;• Develops instructional materials and related research guides for various curricular areas;• Promotes new information resources and emerging technologies;• Serves on various library & law school committees; and,• Shares weekend and some evening hours.
  29. 29. NEW YORK LAW SCHOOLREFERENCE & INSTRUCTIONALSERVICES LIBRARIANQUALIFICATIONS:• MLS and JD degrees are required.• A minimum of two years of reference experience in a law libraryand experience teaching legal research skills classes isstrongly preferred.• Experience with legal and non-legal electronic informationresources; ability to teach legal research classes• Excellent written and oral communications skills• Strong service commitment; and evidence of ability to work wellwith faculty, students and staff in a variety of settings, areessential.• Reading knowledge of a foreign language, familiarity withforeign legal systems and interest in foreign, international andcomparative law reference and collection development aredesirable.
  30. 30. LAW LIBRARIAN POSITION: EMERGINGTECHNOLOGIES LIBRARIAN: PHOENIXSCHOOL OF LAW•The Emerging Technologies Librarian provides technology (softwareapplications, Web 2.0 applications, iPads, apps, and othertechnologies) and research database training to students, faculty,staff, alumni, and others users of the Phoenix School of Law (PSL)Library. The Emerging Technologies Librarian is the lead forimplementing new technologies and databases for the Library. TheEmerging Technologies Librarian reports to the Assistant Director forCollection Services.•Summary: The Emerging Technologies Librarian identifies,implements, and evaluates current and emerging technologies for thedelivery of library services, with a special focus on research andinstructional services, including virtual reference, discovery tools,social networking applications, mobile services, and instructionaltechnologies; plans, develops and evaluates the PSL Library website;and ensures that Library technology services and instructionalproducts are easy to use.
  31. 31. EMERGING TECHNOLOGIES LIBRARIAN:CONTINUED•Tracks trends, assesses user needs and preferences, investigates newdevelopments and applications, and incorporates appropriate technologies tosupport the delivery of services and resources of the Library•Provides leadership and coordination for planning, implementing, and training forthe adoption and integration of new technologies and databases•Serves as the Library liaison for database vendors and manages passwords fordatabases•Serves as the Library’s lead contact for training faculty on courseware systemssuch as TWEN and D2L•Maintains the Library’s social media and website•Provides usage statistics using web analytics tools and vendor-providedinformation•Collaborates to plan development opportunities for building technologyawareness and supports the PSL community of users in using and adoptingtechnologies that improve user experience•Maintains good working relationships with students, employees, vendors, andother PSL community users•Works with other PSL departments to assure effective delivery of distanceeducation and instructional technology such as podcasts, screencasts, animation,social media and blogs•Participates in troubleshooting users’ technical problems with library resources•Provides reference and research services as part of a team
  32. 32. •Required Qualifications: MLS from ALA accredited school (willconsider those who are close to completion of the MLS); service-oriented, innovative, and flexible attitude; demonstrated willingnessto work in a fast-paced atmosphere with multiple projects and diverseusers; strong oral and written communication skills; experienceworking in a professional, team-based environment; demonstratedexperience with Web 2.0 technologies; experience training users howto use technology and databases; excellent technology skills asdemonstrated through the use of current and/or innovativetechnologies; experience working in a library.•Preferred Qualifications: J.D. degree from an ABA accredited lawschool or substantive knowledge of American law equivalent tosuccessful completion of the first year of an ABA accredited full-timeJD program; knowledge of, and experience using, electronic andother legal research resources; experience in teaching, performinglegal reference services, and working with electronic resources.EMERGING TECHNOLOGIES LIBRARIAN:CONTINUED
  33. 33. DIANE M. GOLDSTEINMANAGING DIRECTOR, RECRUITMENTBST AMERICA
  34. 34. CORPORATE LAW LIBRARIESCorporate Law• Blur between biz andlaw• Defensive• Everyday biz matters• Specialized Collections• Use Outside CounselLaw Firm• New Lawyer Training• Defensive and Offensive• Precaution/Advising
  35. 35. LAW DEPARTMENT PRACTICEGROUPS• General Lit• Commercial Lit• Office of the Sec./Corp.• Labor & Employment• Comm. Transactions• Regulatory
  36. 36. CORPORATE LEGAL LIBRARIAN’SDUTIES• Reference/Research• Collection Maintenance & Development• Training• Vendor Relations• Contracts/Licenses• Budget/Accounting• Physical Maintenance
  37. 37. CORPORATE LAW LIBRARYECONOMICS• The library is the first place to get cut in a budgetcrisis• Librarian/Administrator prepare budget• General Counsel approves the budget• Be sure to use a line item budget• KEEP STATISTICS!!!!! Usage speaks for itself!
  38. 38. LAW LIBRARIAN POSITION: DEPT OFJUSTICEJob Title:Librarian (law)Department:Department Of JusticeAgency:Executive Office for U.S. Attorneys and the Office of the U.S. AttorneysJob Announcement Number:13-SDNY-11DSALARY RANGE: $77,585.00 to $100,859.00 / Per YearOPEN PERIOD: Monday, January 28, 2013 to Friday, February 08, 2013SERIES & GRADE: GS-1410-12POSITION INFORMATION: Full Time - PermanentPROMOTION POTENTIAL:12DUTY LOCATIONS: 1 vacancy in the following location:New York, NY United StatesWHO MAY APPLY: United States CitizensJOB SUMMARY:If you are looking for an exciting and challenging career, this is the position for you! With adiverse and talented workforce of over 100,000 men and women, Justice leads the Nation inensuring the protection of all Americans while preserving their constitutional freedoms. Youwill be part of a dedicated team helping to enforce Federal criminal and civil laws that protectlife, liberty and the property of citizens.The United States Attorneys Office is a great place to work. The Department of Justice ranked#11 out of 33 large Federal cabinet agencies and the Executive United States AttorneysOffice/United States Attorneys Offices ranked #17 out of 240 agency subcomponents in astudy, "The Best Places to Work in the Federal Government, 2011 Rankings" published by thePartnership for Public Service.
  39. 39. LAW LIBRARIAN POSITION: DEPT OFJUSTICEQUALIFICATIONS REQUIRED:• Applicants must meet the basic requirement, specialized experience requirement and one of theparagraphs under supplemental education/experience:Basic Requirement• A) I have completed 1 full academic year of graduate study in library science in an accredited college oruniversity, in addition to completion of all work required for a bachelor’s degree. Or,• B) I have at least 5 years of a combination of college-level education, training, and experience. To qualify on thisbasis, the applicant must establish conclusively that the education, training, and experience provided a knowledgeof understanding of the theories, principles, and techniques of professional librarianship; a knowledge of literatureresources; and the knowledge and abilities essential for providing effective library and information services.Specialized Experience• In addition to the above, applicants must have at least one full year of specialized experience equivalent to theGS-1410-11 level in Federal service. Qualifying experience involves acquiring hardcopy and electronic legalreference materials and approving requisition of such materials; evaluating library needs and recommendingchanges in physical services (library space, collection, acquisitions, retention), and on-line services(understanding scope of on-line offerings, subscription management, user account management searchprocedures, etc).Supplemental education/experience (for law specialization)• - A full 4-year course of study in an accredited college or university that meets all academic requirements for abachelor’s degree that included at least 24 semester hours in the specialized field for which the applicant is beingconsidered (law) or;• -Completion of a least 24 semester hours of legal study in an accredited law school for positions primarilyconcerned with providing library services in law or legislative reference or;• - Four years of pertinent experience of such nature and level to provide a knowledge of the basic principles,theories, practices, techniques, terminology and expressions of the appropriate discipline or subject-matter field;an understanding of the standard methods, procedures, and techniques of research and analysis in the subject-matter field.; ability to acquire additional information about the field and related fields; and some knowledge ofliterature resources in the field. Such experience should be equivalent to that which would have been acquiredthrough successful completion of a full 4-year curriculum in an accredited college or university with major study in
  40. 40. LAW LIBRARIAN POSITION: USCOURT OF APPEALSPOSITION OVERVIEW: This collaborative and project-orientedlibrarian position provides reference service to court staff and thegeneral public; participates in the creation of library guides anddisplays; assists the Head of Research and Reference Serviceswith creating and presenting training sessions; works acrossdepartments to assist with collection development, digitization,archiving, cataloging, and library administration-related projects.This position reports to the Head of Research and ReferenceServices.
  41. 41. LAW LIBRARIAN POSITION: USCOURT OF APPEALSREQUIREMENTS: Masters Degree in Library Science from anALA-accredited institution and at least one year ofprofessional law library experience; JD from an ABA-accredited Jaw school is preferred; solid online researchskills (including Lexis, Westlaw and the Internet) andfamiliarity with both print and electronic resources;experience working with instructional technology and multi-media formats; ability to work with a diverse patron base;excellent organizational, interpersonal and communicationskills, including willingness to make presentations, conducttraining sessions, and work in a team environment. Travelwithin the circuit may be required.
  42. 42. BUSINESS CENTERS• Core administrative functions– IT infrastructure & Helpdesk– Accounts payable– New matter intake– Conflicts– Human resources• Library– Acquisitions, cataloging, invoices and budgeting– Research– Electronic services management• Practice support lawyers– KM, intranet, best practices
  43. 43. AALL LIBRARIAN JOB SEARCH: BUSINESSSERVICE CENTERS
  44. 44. ELLYSSA KROSKIDIRECTOR OF INFORMATION TECHNOLOGYTHE NEW YORK LAW INSTITUTEEKROSKI@NYLI.ORG
  45. 45. WHAT I HOPED MYCAREER WOULD BEMLIS  Reference Librarian at Columbia University
  46. 46. WHAT MY CAREER TURNED OUT TO BE• Librarian• Technologist• Writer• Editor• Educator• Speaker• Consultant
  47. 47. MY STORY•In 2004 I graduated with my MLIS degree and couldnt find a full-time librarian job.•I started a campaign (blogging, social media) to raise my profileand set myself apart from the competition.•Within 8 months I had a book deal and several speakingengagements.•Within the first 2 years I had been written up by the New YorkTimes, acquired an adjunct faculty position at my alma mater, andwas being offered more writing and speaking opportunities than Iknew what to do with.•Today, Im flown around the world to speak at internationalconferences and events, I have 23 books to my name, a fantasticjob doing exactly what I love to do, and Ive been honored with theBest Book in Library Literature award in my field.
  48. 48. RECOMMENDATIONS•Todays info pros need to be much more marketable than justhaving an MLS degree.•You simply MUST be computer savvy in today’s libraries.•Learn to use social media - well.•Develop a stellar online presence & portfolio.•Find a niche or specialization and stand out!•Take every opportunity – even if they don’t pay.•Read and keep up-to-date in the field.•Network – your classmates & professors will soon be yourcolleagues!•Write, speak, teach!
  49. 49. RESOURCES•Professional Development for Information Professionals– http://libguides.metro.org/profdev•How to Create & Manage Your Online Presence– http://www.slideshare.net/ellyssaThanks!Ellyssa Kroskihttp://www.ellyssakroski.comekroski@nyli.org

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