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It has been well over a year since
WestlawNext was unveiled at Le-
galTechinFebruary2010.Ifyouare
new to WestlawNext, this is a “new
look” for Westlaw, but most impor-
tantly, it is also a completely new
searchtechnology,currentlybrand-
ed as WestSearch. WestSearch le-
verages West’s Key Numbers and
Keycite to improve relevancy and
is implemented as a Google-style
search box located at the top of the
new interface. Using “the box,” re-
searchers can now search all avail-
able content with one search —
something previously impossible
on Westlaw.
Initially, beta versions of West-
lawNext were released mostly to
law school professors and librari-
ans at no additional charge. Since
then, the product’s reach has ex-
panded to other sectors. According
to a source at Thomson Reuters,
22,000customeraccountshaveup-
graded to WestlawNext, represent-
ing about 40 percent of Westlaw’s
revenue base (more than 18,000
law firms, including 37 percent of
the Am Law 100, as well as 40 per-
cent of Fortune 100 corporate law
departments). This is an increase
from the 9,000 WestlawNext sub-
scribers reported last fall.
Because WestlawNext is an “add-
on” product that is not being auto-
matically activated for existing law
firmWestlawcustomers,Iexpectthe
mid-to-large law firm market to
phase-inataguardedpace.InaJuly
2010 survey, 82 percent of Am Law
200 librarians indicated their firms
would not be subscribing to West-
lawNext in 2010. However, an up-
dated survey is due out summer
2011 and I would expect a changed
percentage reflective of the prod-
uct’s maturity and growing accep-
tance.Inthemeantime,seePaulLo-
mio’spost“HowwidespreadisWest-
lawNext”(http://legalresearchplus.
com/2011/05/09/how-widespread-
is-westlawnext/) — providing valu-
able commentary from the North-
ernCalifornialawlibrariancommu-
nity, including law firms, the courts
and other sectors.
WhileWestlawNextisconsidered
to be a final product, gateways into
the Westlaw.com platform are still
being used for some content such
as public records and international
materials.
During this first year, the law li-
brarian community has been vocal
initsconcernsaboutseveralissues:
pricing, “the box” that searches ev-
erything without requiring data-
base selection, surprises relating to
advanced searching, and the fact
that all content will be “turned on”
even if a customer desires only a
custom set of databases. Simulta-
neously, WestlawNext spokesper-
sons and developers have worked
to address concerns and continue
to release improvements.
I had an opportunity to evaluate
some features and capabilities of
the evolving WestlawNext, but will
leave a more in-depth product re-
viewforbloggersorotherswithless
restrictive space limitations.
THE BOX
At one level, “the box” in West-
lawNext unifies three search func-
tionsthatareseparateunder“classic”
Westlaw:SearchforaDatabase,Find
and Keycite. At another level, “the
box”processeskeywordsearchterms
usingtheWestSearchengine.Acom-
monlibrarianconcernwithany“one-
box-searches-all” scheme is the
amount of time potentially devoted
to reviewing and filtering a huge
number of search results. The pre-
ferredmethodhastraditionallybeen
toselecttheappropriatedatabase(s)
up front, thereby increasing the
chancesofretrievingrelevantresults
inatime-efficientmanner.Thegood
news here is that WestlawNext per-
mitspre-selectionofknowndatabas-
es. Users can be trained to select da-
tabasesfirst,muchlikebefore,espe-
ciallyforsituationswherethismakes
good sense.
Marissa Andrea was formerly a librarian
for UC-Davis’ Mabie Law Library. She is
now a research librarian for a Los Angeles
law firm.
RECORDER
week of July 15, 2011
WestlawNext–ResearchattheNextLevel
Marissa Andrea
I tried several searches using the
phrase “locality discrimination.”
ThemainsearchboxonWestlawN-
ext allows limiting by jurisdiction
prior to searching — for my test
searches, I selected California and
“Include Related Federal.” Then I
typed the phrase “locality discrim-
ination” (no quotes) and retrieved
26,535 results — of these, 2,879
weresecondary(treatises,legalen-
cyclopedias, journals) sources.
Next,Itriedthesamephrase“local-
ity discrimination” (using quotes)
and I retrieved 1,117 results, with
170 secondary sources. I then tried
placing a plus sign in front of the
phrase: +”locality discrimination”
and retrieved 370 results with 118
from secondary sources (the plus
sign guarantees the search will be
treated as a phrase — the same re-
sults you get if you use the phrase
option from the Advanced search
screen).Insum,thethreeresultsfor
“locality discrimination” looked
like this: 26,535, 1,117 and 370 —
phrasesearchersbeaware!Allthree
results brought back the same case
atthetopofthelist,whichisacom-
forting consistency — presumably,
evidenceofthepromisedrelevancy
muscle of WestSearch.
On the other hand, for the first
two searches in the “secondary”
materialscategory,Iretrievedalaw
review article from 1989-90 as the
very first item on the search result,
while the advanced plus-sign
search showed a CalJur chapter on
locality discrimination. Still, the
sameCalJurchapterwasaccessible
in the first two searches either by
browsing further down the results
list or via filtering by publication
type or publication title — the skill
is in the filtering. A seasoned re-
searcher will click directly into a
known leading treatise. Whereas,
an eager beginner may overcom-
pensate by clicking into every trea-
tise option provided. While there is
no charge for filtering and brows-
ing,usersarechargedforaccessing
the full-text — WestlawNext pro-
vides some preview text to aid the
decision to pay or not to pay for full
text viewing. A Thomson Reuters
source indicates that where flat-
rate agreements are in place, West-
lawNextcustomersarenotcharged
exactly in this way.
COST EFFECTIVE TIPS AND
CONCLUSION
Researchers are advised to save
all accessed documents in folders
— a document can be housed in a
folder for one year at no additional
charge (after initial access charge).
A“Help”linkprovidesaccesstothe
West Reference Attorneys, and at
$60(retail)persearch,perhapsthis
isagoodthing,giventhatthisprod-
uct has a learning curve (Thomson
Reuters tells me it is rare for any
customer to pay retail given that
most have flat-rate agreements).
Last summer’s Am Law 200 sur-
vey of firm librarians revealed that
mostlawfirmsrecover41to80per-
cent of Lexis/Westlaw costs from
clients. Ultimately, it will be up to
clients to push back if WestlawNext
usage turns out to be an unfavor-
able proposition — it is unclear
how searching from “the box” will
affect the bottom line because for
mostcustomers,theexpenseisdic-
tated by negotiated multiyear dis-
countagreements.Forthemoment,
law firm executive directors or
managing partners who decide to
upgrade to WestlawNext might be
well-advised to require substantial
training on WestlawNext that em-
phasizesknowledgeofkeysources,
strategic thinking regarding time-
intensive (and sometimes error-
prone) keyword searching and tips
on how to go about filtering large
search results.
Overall, I very much liked West-
lawNext’s new, clean and unclut-
tered look and ease of navigation. I
foundthatWestlawNextperformed
much better when I ventured be-
yond “the box” and sought a great-
er understanding of the product’s
strengths,limitationsandadvanced
searching capabilities. No search
system is perfect — still, this evolv-
ing effort has managed to incorpo-
rate many innovations from the
past few years and is an updated
Westlaw in and out. Beyond what
I’vesummarizedabove,WestlawN-
ext includes several useful features
to make everyday tasks easier, such
as: cutting and pasting with official
citation, a notes and highlighting
feature, select/drag/drop into fold-
ers, folders sharing (from within
and also with external colleagues),
a link to the most negative citation
provided at the top of the screen,
an “eyeglasses” icon for already-
been-viewed documents, keyword
searchingforallsearchhistory,and
much more pleasant document
display and navigation.
RECORDER July 15, 2011
Reprinted with permission from the July 15, 2011 edition of
THE RECORDER © 2011 ALM Media Properties, LLC.
All rights reserved. Further duplication without permission
is prohibited. For information, contact 877-257-3382 or
reprints@alm.com. # 501-11-11-01

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WestlawNext - Research at the Next Level - The Recorder 2011

  • 1. It has been well over a year since WestlawNext was unveiled at Le- galTechinFebruary2010.Ifyouare new to WestlawNext, this is a “new look” for Westlaw, but most impor- tantly, it is also a completely new searchtechnology,currentlybrand- ed as WestSearch. WestSearch le- verages West’s Key Numbers and Keycite to improve relevancy and is implemented as a Google-style search box located at the top of the new interface. Using “the box,” re- searchers can now search all avail- able content with one search — something previously impossible on Westlaw. Initially, beta versions of West- lawNext were released mostly to law school professors and librari- ans at no additional charge. Since then, the product’s reach has ex- panded to other sectors. According to a source at Thomson Reuters, 22,000customeraccountshaveup- graded to WestlawNext, represent- ing about 40 percent of Westlaw’s revenue base (more than 18,000 law firms, including 37 percent of the Am Law 100, as well as 40 per- cent of Fortune 100 corporate law departments). This is an increase from the 9,000 WestlawNext sub- scribers reported last fall. Because WestlawNext is an “add- on” product that is not being auto- matically activated for existing law firmWestlawcustomers,Iexpectthe mid-to-large law firm market to phase-inataguardedpace.InaJuly 2010 survey, 82 percent of Am Law 200 librarians indicated their firms would not be subscribing to West- lawNext in 2010. However, an up- dated survey is due out summer 2011 and I would expect a changed percentage reflective of the prod- uct’s maturity and growing accep- tance.Inthemeantime,seePaulLo- mio’spost“HowwidespreadisWest- lawNext”(http://legalresearchplus. com/2011/05/09/how-widespread- is-westlawnext/) — providing valu- able commentary from the North- ernCalifornialawlibrariancommu- nity, including law firms, the courts and other sectors. WhileWestlawNextisconsidered to be a final product, gateways into the Westlaw.com platform are still being used for some content such as public records and international materials. During this first year, the law li- brarian community has been vocal initsconcernsaboutseveralissues: pricing, “the box” that searches ev- erything without requiring data- base selection, surprises relating to advanced searching, and the fact that all content will be “turned on” even if a customer desires only a custom set of databases. Simulta- neously, WestlawNext spokesper- sons and developers have worked to address concerns and continue to release improvements. I had an opportunity to evaluate some features and capabilities of the evolving WestlawNext, but will leave a more in-depth product re- viewforbloggersorotherswithless restrictive space limitations. THE BOX At one level, “the box” in West- lawNext unifies three search func- tionsthatareseparateunder“classic” Westlaw:SearchforaDatabase,Find and Keycite. At another level, “the box”processeskeywordsearchterms usingtheWestSearchengine.Acom- monlibrarianconcernwithany“one- box-searches-all” scheme is the amount of time potentially devoted to reviewing and filtering a huge number of search results. The pre- ferredmethodhastraditionallybeen toselecttheappropriatedatabase(s) up front, thereby increasing the chancesofretrievingrelevantresults inatime-efficientmanner.Thegood news here is that WestlawNext per- mitspre-selectionofknowndatabas- es. Users can be trained to select da- tabasesfirst,muchlikebefore,espe- ciallyforsituationswherethismakes good sense. Marissa Andrea was formerly a librarian for UC-Davis’ Mabie Law Library. She is now a research librarian for a Los Angeles law firm. RECORDER week of July 15, 2011 WestlawNext–ResearchattheNextLevel Marissa Andrea
  • 2. I tried several searches using the phrase “locality discrimination.” ThemainsearchboxonWestlawN- ext allows limiting by jurisdiction prior to searching — for my test searches, I selected California and “Include Related Federal.” Then I typed the phrase “locality discrim- ination” (no quotes) and retrieved 26,535 results — of these, 2,879 weresecondary(treatises,legalen- cyclopedias, journals) sources. Next,Itriedthesamephrase“local- ity discrimination” (using quotes) and I retrieved 1,117 results, with 170 secondary sources. I then tried placing a plus sign in front of the phrase: +”locality discrimination” and retrieved 370 results with 118 from secondary sources (the plus sign guarantees the search will be treated as a phrase — the same re- sults you get if you use the phrase option from the Advanced search screen).Insum,thethreeresultsfor “locality discrimination” looked like this: 26,535, 1,117 and 370 — phrasesearchersbeaware!Allthree results brought back the same case atthetopofthelist,whichisacom- forting consistency — presumably, evidenceofthepromisedrelevancy muscle of WestSearch. On the other hand, for the first two searches in the “secondary” materialscategory,Iretrievedalaw review article from 1989-90 as the very first item on the search result, while the advanced plus-sign search showed a CalJur chapter on locality discrimination. Still, the sameCalJurchapterwasaccessible in the first two searches either by browsing further down the results list or via filtering by publication type or publication title — the skill is in the filtering. A seasoned re- searcher will click directly into a known leading treatise. Whereas, an eager beginner may overcom- pensate by clicking into every trea- tise option provided. While there is no charge for filtering and brows- ing,usersarechargedforaccessing the full-text — WestlawNext pro- vides some preview text to aid the decision to pay or not to pay for full text viewing. A Thomson Reuters source indicates that where flat- rate agreements are in place, West- lawNextcustomersarenotcharged exactly in this way. COST EFFECTIVE TIPS AND CONCLUSION Researchers are advised to save all accessed documents in folders — a document can be housed in a folder for one year at no additional charge (after initial access charge). A“Help”linkprovidesaccesstothe West Reference Attorneys, and at $60(retail)persearch,perhapsthis isagoodthing,giventhatthisprod- uct has a learning curve (Thomson Reuters tells me it is rare for any customer to pay retail given that most have flat-rate agreements). Last summer’s Am Law 200 sur- vey of firm librarians revealed that mostlawfirmsrecover41to80per- cent of Lexis/Westlaw costs from clients. Ultimately, it will be up to clients to push back if WestlawNext usage turns out to be an unfavor- able proposition — it is unclear how searching from “the box” will affect the bottom line because for mostcustomers,theexpenseisdic- tated by negotiated multiyear dis- countagreements.Forthemoment, law firm executive directors or managing partners who decide to upgrade to WestlawNext might be well-advised to require substantial training on WestlawNext that em- phasizesknowledgeofkeysources, strategic thinking regarding time- intensive (and sometimes error- prone) keyword searching and tips on how to go about filtering large search results. Overall, I very much liked West- lawNext’s new, clean and unclut- tered look and ease of navigation. I foundthatWestlawNextperformed much better when I ventured be- yond “the box” and sought a great- er understanding of the product’s strengths,limitationsandadvanced searching capabilities. No search system is perfect — still, this evolv- ing effort has managed to incorpo- rate many innovations from the past few years and is an updated Westlaw in and out. Beyond what I’vesummarizedabove,WestlawN- ext includes several useful features to make everyday tasks easier, such as: cutting and pasting with official citation, a notes and highlighting feature, select/drag/drop into fold- ers, folders sharing (from within and also with external colleagues), a link to the most negative citation provided at the top of the screen, an “eyeglasses” icon for already- been-viewed documents, keyword searchingforallsearchhistory,and much more pleasant document display and navigation. RECORDER July 15, 2011 Reprinted with permission from the July 15, 2011 edition of THE RECORDER © 2011 ALM Media Properties, LLC. All rights reserved. Further duplication without permission is prohibited. For information, contact 877-257-3382 or reprints@alm.com. # 501-11-11-01