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Cost Effective Lexis & Westlaw and  Alternatives to Lexis & Westlaw Sue Altmeyer c 2011
Topics Covered <ul><li>The Cost of Lexis & Westlaw  </li></ul><ul><li>Frugal Lexis and Westlaw Use </li></ul><ul><li>Westl...
Flat Rate Plans <ul><li>Still care about cost effectiveness because: </li></ul><ul><li>client charged  </li></ul><ul><li>I...
How to tell when out of plan <ul><li>Lexis- items outside of plan not accessible. Another account to access off plan.  Or,...
<ul><li>Figures are from a Local Law Firm, 2008 </li></ul>
2010 Westlaw Law Firm Costs File/Services  Hourly (Per Minute)   Transactional (Per Search)   All Federal Cases  $19.05  O...
Computing Westlaw Costs <ul><li>Florida Briefs Multibase  Click  for rate </li></ul><ul><li>Select rate = $26.42/min (see ...
 
 
? <ul><li>Do you remember any of the tips for cost effective research on Lexis and Westlaw from your before-class assignme...
BEFORE you search <ul><li>Ask librarian/managing partner about price plan.  </li></ul><ul><li>Use print or lower cost data...
Cost Effective Searching <ul><li>Narrowest Source </li></ul><ul><li>I to check database contents </li></ul><ul><li>Broad S...
Searching, Cont’d <ul><li>Alerts  </li></ul><ul><li>Search by Topic/Headnote (L); KeyNumber/ Keysearch (W) </li></ul><ul><...
Cost Effective Printing <ul><li>Westlaw decide per line or per document </li></ul><ul><li>Print from browser </li></ul><ul...
Keycite/Shepards <ul><li>Brief Check  to Shepardize;  Westcheck  to Keycite </li></ul>
WestlawNext <ul><li>Flat rate plan </li></ul><ul><li>When view a document, charged a Find if that document is off-plan (wi...
WestlawNext - Cost Recovery  <ul><li>=charging back to client </li></ul><ul><li>$60 per search plus a find charge for item...
 
 
 
Cost Effective WestlawNext <ul><li>Some SEARCHING hints are different than Classic Westlaw </li></ul><ul><li>PRINTING hint...
Some additional Keycite hints <ul><li>Case itself lists the most negative case </li></ul><ul><li>Whether billed for keycit...
 
Select a type of document to get filters, eg. cases
 
Cost Effective WestlawNext <ul><li>Preferences link – pick Hourly or Transactional.  Begins charging when click on Documen...
Cost Effective WestlawNext Searching - Transactional <ul><li>Pull up (Click on) the least amount of documents needed </li>...
Show Less or More Detail
More WestlawNext Searching hints <ul><li>Use Table of Contents instead of Book Browse </li></ul><ul><li>Alerts </li></ul><...
Lexis Advance <ul><li>For Solos - $175/month, $315 for two lawyer firm </li></ul><ul><li>A bargain – typically $3000 or mo...
Reference Attorney Phone Nos. <ul><li>800 45 LEXIS  </li></ul><ul><li>1-800-REF-ATTY (733-2889) (Westlaw) </li></ul><ul><l...
Low Cost Databases
Stripped down versions of Lexis/WL <ul><li>Casemaker –Free w/ free student OSBA membership </li></ul><ul><li>Fastcase – Fr...
Stripped Down Versions of Lexis/WL <ul><li>What does Lexis/Westlaw have these do not? </li></ul><ul><li>Editorial features...
Stripped Down Versions of Lexis and Westlaw <ul><li>Casemaker – best coverage for Ohio, except Ohio Misc. (1999-) Odd sear...
Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “ Shepard’s –Like  Feature” Other Loislaw Yes Yes – Ohio unreport...
Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “ Shepard’s –Like  Feature” Fastcase Internet links for 8 states ...
 
 
 
 
 
 
 
 
 
 
 
 
Searching Boolean Natural Language Fields Search databases together Loislaw Yes - near2 No Yes Yes Casemaker Yes - w/n, w/...
Searching Boolean Natural Language Fields Search databases together Fastcase Yes - w/n Yes Date, cite look-up only Yes Ver...
 
Primary & Secondary – Specific Subjects <ul><li>BNA </li></ul><ul><li>CCH Intelliconnect   </li></ul><ul><li>RIA Checkpoin...
BNA Current Awareness <ul><li>Articles, cases </li></ul><ul><li>May contain past 12 years  </li></ul><ul><li>ex.  U.S. Law...
BNA Libraries <ul><li>Cases, statutes, regs </li></ul><ul><li>Practice books  </li></ul><ul><li>ex.  ABA/BNA Lawyers' Manu...
 
 
 
 
 
CCH Intelliconnect <ul><li>Both Primary and Secondary Sources </li></ul><ul><li>Topics Covered: Antitrust Banking  Corpora...
CCH <ul><li>Boolean searching, w/n etc. </li></ul><ul><li>Federated Searching </li></ul><ul><li>Indexes </li></ul><ul><li>...
 
 
 
 
Benefits of Low Cost Databases Over Free Internet <ul><li>Better Search Mechanisms </li></ul><ul><li>Coverage </li></ul><u...
What’s on the Free Web <ul><li>All US Supreme Court Cases </li></ul><ul><li>Reported Federal Appellate from 1882 </li></ul...
What’s on the Free Web, cont’d <ul><li>Statutes & Regulations- federal and states  </li></ul><ul><li>Municipal Ordinances ...
Start with a Good Internet Portal <ul><li>From the Library Home Page  –  Legal Research on the Web </li></ul><ul><li>Publi...
Use LEGAL Search Engines <ul><li>Cornell University Legal Research Engine  </li></ul><ul><li>LexisWeb   </li></ul><ul><li>...
Case law <ul><li>Google Scholar  – state reported 1950-, fed circuit/ district 1923- </li></ul><ul><li>Ohio Supreme Court ...
 
Google Advanced Operators <ul><li>AROUND –ex. constitution AROUND(5) &quot;home rule“  </li></ul><ul><li>~ searches for sy...
Web Sites to Know <ul><li>Thomas .gov – Federal Legislative History </li></ul><ul><li>FDSys  - Fed’l Govt.  </li></ul><ul>...
Library Resources <ul><li>C|M|LAW - Lexis Academic </li></ul><ul><li>Cleveland Public - Ohio Westlaw  </li></ul><ul><li>Pr...
Assignment <ul><li>Use ELECTRONIC SOURCES </li></ul><ul><li>Do not use Lexis or Westlaw </li></ul>
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  • According to a recent survey conducted by Law Technology News, 73% of law firms surveyed charged clients for legal research, down from 97% in 2008. 81 law firms answered the survey, including 50 from firms with more than 500 attorneys
  • Use smaller databases Find/Get a Document
  • Items in folders are there forever, but cost after one year. History is there for one year, but costs the next day.
  • Forecite pulls cases cited frequently by other cases in your results, but the cases it pulls do not necessarily have all your search terms
  • Transcript of "Cost effectiveknfall2011 2"

    1. 1. Cost Effective Lexis & Westlaw and Alternatives to Lexis & Westlaw Sue Altmeyer c 2011
    2. 2. Topics Covered <ul><li>The Cost of Lexis & Westlaw </li></ul><ul><li>Frugal Lexis and Westlaw Use </li></ul><ul><li>WestlawNext Cost Effective Use </li></ul><ul><li>Low cost databases </li></ul><ul><li>Free Internet Sources </li></ul><ul><li>Library Sources (briefly) </li></ul>
    3. 3. Flat Rate Plans <ul><li>Still care about cost effectiveness because: </li></ul><ul><li>client charged </li></ul><ul><li>Item maybe outside of plan </li></ul><ul><li>Greater Usage = Greater Cost for Flat Rate Plan next year </li></ul>
    4. 4. How to tell when out of plan <ul><li>Lexis- items outside of plan not accessible. Another account to access off plan. Or, may have dollar signs. </li></ul><ul><li>Westlaw- Message saying outside of plan. Or, Directory – click My Databases. Or set preferences to indicate off plan with * </li></ul>
    5. 5. <ul><li>Figures are from a Local Law Firm, 2008 </li></ul>
    6. 6. 2010 Westlaw Law Firm Costs File/Services Hourly (Per Minute) Transactional (Per Search) All Federal Cases $19.05 Ohio State and Federal Cases $23.08 Sixth Circuit Cases $8.60 All Ohio Cases $8.60 Get a Document/Find 14.00 (primary), $24.00 (secondary) Keycite $6.25
    7. 7. Computing Westlaw Costs <ul><li>Florida Briefs Multibase Click for rate </li></ul><ul><li>Select rate = $26.42/min (see Westlaw 2010 Subscriber Agreement ) </li></ul><ul><li>Click Subscriber for per search cost </li></ul><ul><li>Add communication charges - .22/min </li></ul><ul><li>Add print/download costs – .05 per line or $27.50 per document </li></ul>
    8. 10. ? <ul><li>Do you remember any of the tips for cost effective research on Lexis and Westlaw from your before-class assignments? </li></ul>
    9. 11. BEFORE you search <ul><li>Ask librarian/managing partner about price plan. </li></ul><ul><li>Use print or lower cost databases </li></ul><ul><li>Plan your search before you go online </li></ul><ul><li>Call the Reference Attorneys </li></ul>
    10. 12. Cost Effective Searching <ul><li>Narrowest Source </li></ul><ul><li>I to check database contents </li></ul><ul><li>Broad Search, then Focus/Locate </li></ul><ul><li>Table of Contents </li></ul><ul><li>Book Browse on LEXIS (not Westlaw) </li></ul><ul><li>History (L) or Research Trail (W) – 24 hrs </li></ul><ul><li>Westlaw – search transactional or hourly? </li></ul>
    11. 13. Searching, Cont’d <ul><li>Alerts </li></ul><ul><li>Search by Topic/Headnote (L); KeyNumber/ Keysearch (W) </li></ul><ul><li>Get a Document BY CITATION (L), Find (W) </li></ul><ul><li>Links Embedded in Documents </li></ul><ul><li>Shepard’s/Keycite instead of search </li></ul><ul><li>50 state surveys </li></ul>
    12. 14. Cost Effective Printing <ul><li>Westlaw decide per line or per document </li></ul><ul><li>Print from browser </li></ul><ul><li>Copy with Reference </li></ul><ul><li>Get and Print, Find and Print </li></ul>
    13. 15. Keycite/Shepards <ul><li>Brief Check to Shepardize; Westcheck to Keycite </li></ul>
    14. 16. WestlawNext <ul><li>Flat rate plan </li></ul><ul><li>When view a document, charged a Find if that document is off-plan (will get warning) </li></ul><ul><li>Save document in folder - access forever, costs after 1 yr. Document updates for one year for free. </li></ul><ul><li>History saved one year, but charges next day after 2 a.m. </li></ul>
    15. 17. WestlawNext - Cost Recovery <ul><li>=charging back to client </li></ul><ul><li>$60 per search plus a find charge for items clicked on </li></ul><ul><li>PLUS a find charge for items clicked on (Transactional Mode) OR per minute charge (Hourly Mode) </li></ul><ul><li>Cost chart – Click on Tools tab, then Subscriber Pricing Guide (non-discounted rates) </li></ul>
    16. 21. Cost Effective WestlawNext <ul><li>Some SEARCHING hints are different than Classic Westlaw </li></ul><ul><li>PRINTING hints the same </li></ul><ul><li>Keycite hints same, with some additional.. </li></ul>
    17. 22. Some additional Keycite hints <ul><li>Case itself lists the most negative case </li></ul><ul><li>Whether billed for keycite in addition to find depends on your plan </li></ul><ul><li>Limit Citing References, use headnotes, depth of treatment </li></ul><ul><li>keycite or kc : If need keycite, not text of case </li></ul>
    18. 24. Select a type of document to get filters, eg. cases
    19. 26. Cost Effective WestlawNext <ul><li>Preferences link – pick Hourly or Transactional. Begins charging when click on Document. </li></ul><ul><li>Broad initial search </li></ul><ul><li>Narrow using filters or search within results (as many as desired) </li></ul>
    20. 27. Cost Effective WestlawNext Searching - Transactional <ul><li>Pull up (Click on) the least amount of documents needed </li></ul><ul><li>Show the most detail </li></ul><ul><li>Documents ranked by relevance </li></ul><ul><li>Use Folders & share (Free 1 yr and History (until 2 am following day) </li></ul>
    21. 28. Show Less or More Detail
    22. 29. More WestlawNext Searching hints <ul><li>Use Table of Contents instead of Book Browse </li></ul><ul><li>Alerts </li></ul><ul><li>Use Find </li></ul><ul><li>Use Keycite for research instead of a search </li></ul>
    23. 30. Lexis Advance <ul><li>For Solos - $175/month, $315 for two lawyer firm </li></ul><ul><li>A bargain – typically $3000 or more/ </li></ul>
    24. 31. Reference Attorney Phone Nos. <ul><li>800 45 LEXIS </li></ul><ul><li>1-800-REF-ATTY (733-2889) (Westlaw) </li></ul><ul><li>1-800-850-9378 for law students (Westlaw) </li></ul>
    25. 32. Low Cost Databases
    26. 33. Stripped down versions of Lexis/WL <ul><li>Casemaker –Free w/ free student OSBA membership </li></ul><ul><li>Fastcase – Free w/ Cleve bar membership </li></ul><ul><li>Lois Law – C-M no longer has, CLL has </li></ul><ul><li>Versus Law – Free to Law students </li></ul>
    27. 34. Stripped Down Versions of Lexis/WL <ul><li>What does Lexis/Westlaw have these do not? </li></ul><ul><li>Editorial features – headnotes, annotations </li></ul><ul><li>Practice Books (except Loislaw) </li></ul><ul><li>Law Review articles </li></ul><ul><li>Better search mechanisms and coverage </li></ul>
    28. 35. Stripped Down Versions of Lexis and Westlaw <ul><li>Casemaker – best coverage for Ohio, except Ohio Misc. (1999-) Odd search syntax </li></ul><ul><li>Fastcase – Natural Language, Visual Charts </li></ul><ul><li>Loislaw - Best terms and connectors, field searching. Treatises. Alert searches. </li></ul><ul><li>VersusLaw – Cheapest, worst coverage </li></ul>
    29. 36. Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “ Shepard’s –Like Feature” Other Loislaw Yes Yes – Ohio unreported 1997- Yes Yes Treatises, Forms, Public Records (depends on plan) Casemaker Yes Yes – Ohio unreported 1981- Yes Yes Some Jurisdictions - Jury Instruc., Jury Verdicts, More
    30. 37. Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “ Shepard’s –Like Feature” Fastcase Internet links for 8 states Fed App 1925-, Ohio 1950 -, Ohio unreported 2000-. Coverage Mostly Internet Links Yes Versuslaw See help, Content/ Features Fed if pay more, no state Ohio 1950 -. Ohio unreported 1995 -. Older Fed District More $ Fed if pay more, no State Yes
    31. 50. Searching Boolean Natural Language Fields Search databases together Loislaw Yes - near2 No Yes Yes Casemaker Yes - w/n, w/sent, w/para No Yes Fed together, State together
    32. 51. Searching Boolean Natural Language Fields Search databases together Fastcase Yes - w/n Yes Date, cite look-up only Yes Versus Law Yes - w/n Yes default connector is ADJ 4 fields, see help For addtl fee
    33. 53. Primary & Secondary – Specific Subjects <ul><li>BNA </li></ul><ul><li>CCH Intelliconnect </li></ul><ul><li>RIA Checkpoint </li></ul><ul><li>See Electronic Resources page for links. </li></ul><ul><li>NOT low cost, but not charged back to clients </li></ul><ul><li>Have primary and secondary sources, current awareness </li></ul>
    34. 54. BNA Current Awareness <ul><li>Articles, cases </li></ul><ul><li>May contain past 12 years </li></ul><ul><li>ex. U.S. Law Week/Supreme Court Today </li></ul>
    35. 55. BNA Libraries <ul><li>Cases, statutes, regs </li></ul><ul><li>Practice books </li></ul><ul><li>ex. ABA/BNA Lawyers' Manual on Professional Conduct , Labor and Employment Law Library  , Tax and Accounting Resource Center - more </li></ul>
    36. 61. CCH Intelliconnect <ul><li>Both Primary and Secondary Sources </li></ul><ul><li>Topics Covered: Antitrust Banking Corporate Governance Health Care and Medicaid/Medicare Labor & Employment, Pensions Securities </li></ul>
    37. 62. CCH <ul><li>Boolean searching, w/n etc. </li></ul><ul><li>Federated Searching </li></ul><ul><li>Indexes </li></ul><ul><li>Current awareness emails – Sign up Instructions </li></ul><ul><li>Known for their fifty state charts </li></ul><ul><li>Smart charts – create your own chart </li></ul>
    38. 67. Benefits of Low Cost Databases Over Free Internet <ul><li>Better Search Mechanisms </li></ul><ul><li>Coverage </li></ul><ul><li>May be more current </li></ul><ul><li>Trustworthiness </li></ul><ul><li>Aggregated Info – One stop shopping </li></ul>
    39. 68. What’s on the Free Web <ul><li>All US Supreme Court Cases </li></ul><ul><li>Reported Federal Appellate from 1882 </li></ul><ul><li>Some Unreported Fed App, Fed District </li></ul><ul><li>State cases: reported – 1950. unreported - early-mid nineties </li></ul>
    40. 69. What’s on the Free Web, cont’d <ul><li>Statutes & Regulations- federal and states </li></ul><ul><li>Municipal Ordinances </li></ul><ul><li>Law Review Articles </li></ul><ul><li>Forms </li></ul><ul><li>Dockets, Briefs & Pleadings </li></ul><ul><li>LOTS more! </li></ul>
    41. 70. Start with a Good Internet Portal <ul><li>From the Library Home Page – Legal Research on the Web </li></ul><ul><li>Public Records & People Finders </li></ul><ul><li>Cornell Legal Information Institute (LII) </li></ul><ul><li>FindLaw </li></ul><ul><li>Other Portals </li></ul>
    42. 71. Use LEGAL Search Engines <ul><li>Cornell University Legal Research Engine </li></ul><ul><li>LexisWeb </li></ul><ul><li>FindLaw LawCrawler </li></ul><ul><li>Justia </li></ul>
    43. 72. Case law <ul><li>Google Scholar – state reported 1950-, fed circuit/ district 1923- </li></ul><ul><li>Ohio Supreme Court </li></ul><ul><li>LexisOne – Last 10 yrs, Lexis searching </li></ul><ul><li>Legal Research on the Web - Cases </li></ul>
    44. 74. Google Advanced Operators <ul><li>AROUND –ex. constitution AROUND(5) &quot;home rule“ </li></ul><ul><li>~ searches for synonyms and related words ex. ~constitutionality - searches for constitutional, unconstitutional, etc. </li></ul><ul><li>* placeholder for a word.  Ex. sexual * abuse picks up “sexual misconduct abuse”, “sexual child abuse”, etc. </li></ul>
    45. 75. Web Sites to Know <ul><li>Thomas .gov – Federal Legislative History </li></ul><ul><li>FDSys - Fed’l Govt. </li></ul><ul><li>PACER  – Federal Court dockets </li></ul><ul><li>Some dockets have full text documents ex. Ohio – Montgomery & Summit Counties, federal </li></ul><ul><li>Martindale Hubbell Law Digest </li></ul>
    46. 76. Library Resources <ul><li>C|M|LAW - Lexis Academic </li></ul><ul><li>Cleveland Public - Ohio Westlaw </li></ul><ul><li>Pro se Lexis - Justice Center </li></ul><ul><li>County Law Libraries – may charge fee to use computer. Lexis, Westlaw or both </li></ul>
    47. 77. Assignment <ul><li>Use ELECTRONIC SOURCES </li></ul><ul><li>Do not use Lexis or Westlaw </li></ul>
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