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Practitioner Materials
Treatises, Practice Guides & Forms
Raising the Research Bar
May 6, 2013
Stephanie Huffnagle
First thing’s first…
 What is a primary source?
 What is a secondary source?
Examples of secondary
sources
 Treatises
 Practitioner Guides
 Formbooks
What is a treatise?
 In-depth treatment
 Specific subject
 Explanation of the law
 Folk on the Delaware General
Corporation Law
What is a practice guide?
 Explanatory text – “How To”
 Instructions, checklists, forms
 Pennsylvania Transaction Guide (Lexis)
 West’s Pennsylvania Practice Series (Westlaw)
What is a formbook?
 Sample forms
 Dunlap-Hanna Pennsylvania Forms (Lexis)
 West’s Pennsylvania Forms (Westlaw)
Location, location, location
 Commercial databases
 Westlaw Next
 Lexis Advance
 Bloomberg Law
 CCH Intelliconnect
 RIA Checkpoint
 Free sources
 Practical Law Company
 Print!
Finding Resources
 Drexel Libraries’ Catalog
 LibGuides
 EMSoL Guides

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Raising the bar

  • 1. Practitioner Materials Treatises, Practice Guides & Forms Raising the Research Bar May 6, 2013 Stephanie Huffnagle
  • 2. First thing’s first…  What is a primary source?  What is a secondary source?
  • 3. Examples of secondary sources  Treatises  Practitioner Guides  Formbooks
  • 4. What is a treatise?  In-depth treatment  Specific subject  Explanation of the law  Folk on the Delaware General Corporation Law
  • 5. What is a practice guide?  Explanatory text – “How To”  Instructions, checklists, forms  Pennsylvania Transaction Guide (Lexis)  West’s Pennsylvania Practice Series (Westlaw)
  • 6. What is a formbook?  Sample forms  Dunlap-Hanna Pennsylvania Forms (Lexis)  West’s Pennsylvania Forms (Westlaw)
  • 7. Location, location, location  Commercial databases  Westlaw Next  Lexis Advance  Bloomberg Law  CCH Intelliconnect  RIA Checkpoint  Free sources  Practical Law Company  Print!
  • 8. Finding Resources  Drexel Libraries’ Catalog  LibGuides  EMSoL Guides

Editor's Notes

  1. Primary source is the law, binding on courts. Examples include court cases, statutes, regulations. Secondary sources are persuasive. The provide summary, analysis and/or critique of the law. Usually include references to primary authority. Depending on the specific source, they can be very detailed (like a treatise) or provide a broad overview (like a legal encyclopedia). Secondary sources are usually not found for free on the Internet – you will find them through commercial databases or in print.
  2. They also include legal encyclopedias and periodicals (journal and law review articles).
  3. Provides detailed explanation of a discrete area of the law. Examples include Folk on DE General Corporation Law; Federal Taxation of Income, Estates & Gifts. Usually, once you are working within a particular practice area, you will know which treatise to go to. In print, they are multi-volume sets with comprehensive tables of contents and indexes.
  4. Examples include PA Transaction Guide (Lexis) and West’s PA Practice Series.
  5. Usually accompanied by explanatory text. Examples include West’s PA Forms and Dunlap-Hanna PA Forms (Lexis)
  6. Other commercial databases including CCH Intelliconnect and RIA Checkpoint. Tons of free practitioner materials online, especially for business-related stuff (starting, running a business; taxes). Practical Law Company – free for law students.