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AALLI Spectrum Volume 16 No. 9 July 2012 AALL: Maximizing the Power of the Law Library Community Since 1906 A Day in the Life

In This Issue 16 Twenty free ways to “I Wonder What it was Like to ‘Shelve a Book’” promote your library and defend your budget

18 Academic law librarians enter the world of archives

26 Shedding light on CI/BD research in law firms

“Snow Day”

“Law Librarians in La La Land”

29 Congratulations to the 2012 photo contest winners!

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© 2011 Thomson Reuters L-368456/5-11 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters. AALLJuly2012:1 6/13/12 5:19 PM Page 1

Vol. 16, No. 9 July 2012 from the editor By Mark E. Estes AALL Spectrum Annual Meeting Musings Editorial Staff Marketing and Communications Manager ix steps outside the hotel’s sliding There are two ways you can get your Ashley St. John [email protected] glass doors into the bright D.C. name tag in the correct place: attach it with Editorial Director afternoon sunlight, we staggered in a safety pin or clip or shorten the lanyard Mark E. Estes [email protected] S the sidewalk’s shimmering heat and high holding the name tag. I prefer the clip/pin Copy Editor Robert B. Barnett Jr. humidity. We beat a hasty retreat into the approach because I can place it at the lapel Graphic Designer Kathy Wozbut air-conditioned hotel. location while the lanyard tends to hang Early in my career, I spent Annual at lapel height under my chin. To shorten 2011–2012 Law Library Journal Meetings exploring the host cities with the lanyard, follow the flight attendant’s and AALL Spectrum Committee Chair Merle J. Slyhoff newfound friends instead of instructions for a life vest: put the lanyard Vice Chair Linda C. Corbelli attending the education over your head and pull one end of the programs. Not that year cord until it reaches the correct length. Members Mark P. Bernstein Darla Jackson though; the summer’s Resist the temptation to tightly knot Amanda Runyon Marguerite I. Most oppressive heat dictated the cord or to cut it because you’ll Sean H. Crane Mark E. Estes (Ex-Officio) Judy K. Davis Janet Sinder (Ex-Officio) our withdrawal to the safe probably want to lengthen it to take Deborah S. Dennison Deborah L. Rusin (Board Liaison) harbor of the educational it off. Timothy Gallina programs’ air-conditioned Proper name tag placement will rooms. Unfortunately, it be appreciated by almost everyone you 2011–2012 AALL Executive Board President Darcy Kirk appeared that many other meet and certainly by exhibitors and me. Vice President/President-Elect Jean M. Wenger attendees also had decided to stay Finally, I go to the Annual Meeting Secretary Deborah L. Rusin indoors because all the meeting rooms to attend the Business Meeting and help Treasurer Susan J. Lewis Immediate Past President Joyce Manna Janto had standing room only. That day ended shape the direction of AALL. My mentor, Executive Director Kate Hagan my touristy activities during education Al Coco, the only AALL president elected through petition, encouraged me to attend Members programs. Kathleen Brown Diane Rodriguez Even earlier in my career, I sat in the the Business Meeting and speak if the Lucy Curci-Gonzalez Ronald E. Wheeler Jr. back of the room during programs and opportunity presents itself. Speaking gets Gregory R. Lambert Donna S. Williams would leave quietly if a program wasn’t your name on the record so that you can AALL Spectrum (ISSN: 1089–8689) is published monthly except working for me, moving on to another show the minutes to your boss and prove January and August with combined September/October by the program. Now, with more thorough you didn’t just play tourist. If the Business American Association of Law Libraries, 105 W. Adams Street, Suite 3300, Chicago, IL 60603. Telephone: 312/939-4764, fax: 312/431- program descriptions, I can better discern Meeting itself doesn’t inspire you to 1097, email: [email protected]. Periodicals postage paid at Chicago, a program’s potential educational value speak, you still have the Open Forum Illinois, and additional mailing offices. POSTMASTER: Send address changes to AALL Spectrum, 105 W. Adams Street, Suite 3300, to me. I choose some program(s) in my immediately following the Business Chicago, IL 60603. immediate area(s) of concern and some Meeting. in unrelated topics. I sit closer to the front This year marks the 20th anniversary Writers wanted — contribute to your Association’s magazine. For guidelines, visit www.aallnet.org/main-menu/publications/ so I can see better and relatively near a of the Open Forum—a place to ask spectrum/policy-spectrum.html or contact Editorial Director Mark E. microphone in case I want to comment questions and make suggestions without Estes at [email protected]. or ask a question. I’ve also started taking the constraints of Roberts Rules of Order. AALL Spectrum Submissions notes. When the description and my While the Members Open Forum on Article ideas for the following issues must be approved by the expectation diverge too much, I let my AALLNET and other social media provide editorial director by the following dates: 2013 Issue Approval Deadline mind relax. Suddenly I’m jotting notes, other, often immediate, opportunities Vol. 17 No. 5 March November 8 reflecting on what I’ve learned at other to vent, I think face-to-face interaction No. 6 April December 13 programs and rechanneling the still contributes to the vitality of the No. 7 May January 10 disappointment into “found time.” I often Association—provided the members AALLNET: www.aallnet.org find that the program gives me the seed participate, share ideas, and pose questions. of a new idea if not a fully formed one. Some questions I’d like to see addressed Advertising Representative While the education programs play include: Does the Futures Report resonate Innovative Media Solutions 320 W. Chestnut Street a large part in my decision to attend with you as a member with five, 10, 15, or P.O. Box 399 the Annual Meeting, I and most other 20 or more years of experience? Why or Oneida, IL 61467 Telephone: 309/483-6467 attendees go primarily for the networking why not? Should the Futures Report have Fax: 309/483-2371 opportunities. I want to listen to problems made an additional recommendation to the E-mail: [email protected] and solutions. I want to meet a colleague Annual Meeting Program Committee to AALL Spectrum is a free benefit of membership in the American or information vendor who knows limit AALL members to appearing on a Association of Law Libraries. Of each year’s dues, $42 is for one year something I may need to know either for single education program every other of AALL Spectrum. Nonmembers may subscribe to AALL Spectrum for Annual Meeting? Should AALL take a page $75 per year. For membership and/or subscription information, please myself or to share solutions with someone contact the American Association of Law Libraries at the address above. else. I want to find new authors for AALL out of legal publishing history and start our Spectrum and new article ideas. I want to own publishing house? AALL Publications Disclaimer connect faces and names. In any event, if you attend the Annual This publication is provided for informational and educational Meeting, I hope you take my advice about purposes only. The American Association of Law Libraries does Connecting a face with a name not assume, and expressly disclaims, any responsibility for the becomes so much easier when the name name tags, and I hope to see you at the statements advanced by the contributors to, and the advertisers in, tag is placed on a jacket’s lapel or where Business Meeting and Open Forum. the Association’s publication. Editorial views do not necessarily represent the official position of the Association or of its officers, a lapel would be. From that location, the directors, staff, or representatives. All advertising copy is subject to eye moves naturally up the extended hand editorial approval. The Association does not endorse or make any to the face over the name tag. By allowing guarantee with respect to any products or services mentioned or advertised in the publication. others to read my name tag, I facilitate a higher-level connection than if I let it [email protected] All content copyright 2012 by the American Association of Law Libraries, except where otherwise expressly indicated. Except as dangle at my waist. Personally, when the aallspectrum.wordpress.com otherwise expressly provided, the author of each item in this issue has other person wears his or her name tag granted permission for copies of that item to be made for classroom on a lapel, I can focus on the person’s face use or for any other educational purpose, provided that (1) copies are distributed at or below cost, (2) author and AALL Spectrum are with only the briefest glance at the badge identified, and (3) proper notice of copyright is affixed to each copy. to read the name and employer rather For items in which it holds copyright, the American Association of Law Libraries grants permission for copies to be made for classroom than having to search far down his or her use or for any other educational purpose under the same conditions. torso for the name tag.

AALL Spectrum I July 2012 1 AALLJuly2012:1 6/13/12 5:19 PM Page 2

contents

COLUMNS DEPARTMENTS

From the Editor 01 @spectrum 22

From the Secretary 04 Next Issue of Spectrum 35 Washington Brief 06 Memorials 35 The Reference Desk 34 Member to Member 35

Views from You 36

CENTER INSERT

Members’ Briefing Did You Know . . . What the Executive Board Does?

AD INDEX

Bloomberg Law/ Bloomberg BNA inside back cover CAS 33 LexisNexis 08, back cover Modern Language Association 20 Oxford University Press 07 Thomson Reuters 05, 23, inside front cover WANT Publishing 15 Photo24 courtesy of Seattle’s Convention and Visitors Bureau/ Tim Thompson

2 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:19 PM Page 3

FEATURES

09 Public Relations: Marketing Through the 18 Almost, but Not Quite, Entirely Ordinary . . . and the Extraordinary Unlike Libraries How to create a buzz about your library Academic law librarians enter the world of archives By Valerie R. Aggerbeck By Stacy Etheredge

12 Deals and Dispute Resolution 21 Please Consider the Environment Teaching research skills in a short-term before Printing this E-mail simulation class Is digital really better for the environment? By Karen Westwood By Emily Marcum

16 Defensive Promotion 24 Seattle 2013 Twenty no-cost ways to promote your Help us plan a dynamic educational experience library and defend your budget for the 2013 AALL Annual Meeting By Carol Ottolenghi By Julie Pabarja

26 Survey Says Shedding light on CI/BD research in law firms By Trina L. Morrow and Annemarie Donovan

29 A Day in the Life of the Law 36 Library Community Spectrum congratulates the 2012 photo contest winners and thanks all who participated

ANNOUNCEMENTS

34 Don’t Miss Out on an Exciting New Year— Renew Your Membership Today

35 Read more Spectrum articles online

AALL Spectrum I July 2012 3 AALLJuly2012:1 6/13/12 7:41 PM Page 4

from the secretary By Deborah Rusin Spring Executive Board Meeting

s you prepare to travel to Boston importance of understanding contract • Approval of the Association Form for the 105th AALL Annual negotiations with vendors, increased 990, which has been reviewed by the A Meeting and Conference, I am expectancy for immediate answers, and Finance and Budget Committee pleased to report to you on the Executive pressure to do more with fewer resources. • Recommendations of the Finance and Board’s spring meeting held in Chicago Paul Meyer facilitated the AALL Budget Committee made during the March 29-31. Executive Board discussion, which committee’s February 2012 meeting President Darcy Kirk presided over focused on how to address these issues with respect to the fiscal year (FY) the meeting at the Chicago Union when implementing the Association’s 2012-2013 budget requests and League Club. The board was joined Strategic Plan. Several discussion allocations for the current reserve fund by Council of Chapter Presidents Chair questions for the present, as well as • Budget guidelines for FY 2012-2013 Patricia Barbone, Special Interest going forward, include (not in • Recommendations of the Indexing Section (SIS) Chair Kathy priority order): What is the of Periodical Literature Committee Carlson, AALL Vendor Liaison appropriate balance between to revise its purpose and charge to Margie Maes, and several AALL services provided to academic include LegalTrac; a proposal to revise staff, including Executive and private firm law librarians? its charge to enable the committee Director Kate Hagan, Director How should the Association to amend the indexing guidelines as of Finance and Administration respond to the graying of the needed to ensure the scope of the Paula Davidson, Director of profession and the need to recruit index adequately reflects the needs of Government Relations Emily Feltren, young professionals? How will the AALL membership; and a proposal Director of Membership Marketing continued threat of budget cuts and to revise the committee’s purpose and and Communications Julia O’Donnell, library closures within state governments charge to enable the committee to Director of Meetings Pam Reisinger, affect AALL, and what role does the index online companions to Assistant to the Executive Association play in advocating for the periodicals Director Kim Rundle, Director of libraries? How should the Association • Recommendations of the Caucus Information Technology Chris Siwa, and assist members in promoting/ Formation Policy Executive Board Director of Education Celeste Smith. communicating/measuring their Special Committee, with revisions Also attending as a newly elected value? What role should the Association • Recommendations of the Law Student member of the board was incoming play in creating a career path for Research Competencies Task Force Vice President/President-Elect Steve law librarianship? How should the to submit the draft of the Law Student Anderson. Association respond to the evolving skills Research Competencies to the needed for future librarians? What is the National Board of Bar Examiners Planning Day appropriate balance between influencing for comment On Thursday, March 29, the Executive vendors and being influenced by W Board spent one full day reviewing and vendors? How will the Association Reports discussing the results of qualitative continue to enhance community given The Executive Board meeting included telephone interviews conducted by changing technologies and increased reports by the president, vice president, G Tecker International, LLC, of some of time constraints for involvement? treasurer, secretary, executive director, our members and stakeholders as part While no specific answers were chapter council chair, SIS council chair, of the implementation of the AALL agreed upon, there was much discussion and director of government relations. Strategic Plan 2010-2013. Member among Executive Board members about Kirk reported on her recent stakeholder groups represented in the the importance of each of these issues activities. She has had a busy travel telephone interviews included new as well as how to begin to address schedule representing AALL at various members, active members, inactive these issues within the context of the conferences, including the International members, and a past member from Association’s Strategic Plan. Association of Law Libraries Annual a variety of professional settings Conference in Kuala Lumpur, Malaysia, including universities, private law firms, Formal Board Meeting in December; the American Association corporations, and governments. Also During the formal Executive Board of Law Schools meeting in Washington, included were nonmembers representing meeting, the board adopted the agenda D.C., in January; and the American other positions within law firms and and approved the following consent Library Association Midwinter Meeting a university. As part of the interview item: in Dallas in January, where, among other process, interviewees were asked to • Appointments to the Nominations items, she touted the Uniform Electronic discuss issues/changes in their work Committee for 2012-2013 Legal Materials Act (UELMA) on every settings within the last several years that occasion. Kirk attended the Southeastern have altered how they conduct their Action Items Chapter of the American Association professional responsibilities. Two issues Action items are agenda items for which of Law Libraries meeting as the chapter the interviewees mentioned most were a vote of the board is required. The visitor in Clearwater Beach, Florida, the economic downturn and the slow board approved the following action in March and worked closely with the recovery and movement toward digital items: Southern New England Law Libraries publications. Other changes/issues • Minutes of the November 4-5, 2011, Association to promote UELMA for the identified (not in priority order) Executive Board meeting and the state of Connecticut. In addition, Kirk included the importance of March 6 Executive Board conference appointed a Futures Summit Report communicating value, increased call meeting Drafting Group to continue the (continued on page 22) 4 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:19 PM Page 6

washington brief By Emily Feltren Congratulations to the 2012 Winners of the PAGI and Oakley Advocacy Awards

t’s time once again to celebrate the As our members are aware, during Six states have introduced UELMA winners of AALL’s prestigious Public ULC’s July 2009 annual conference, this year, making it a special time to IAccess to Government Information the Executive Committee unanimously honor Timmons and Bintliff for their (PAGI) Award and Robert L. approved the study committee’s contributions to ensuring access to Oakley Advocacy Award. This recommendation to create a official, authentic online legal materials. year’s winners were chosen by drafting committee on Please join us in Boston on Tuesday, D the Government Relations authentication and preservation July 24, at the annual AALL Public Committee in consultation of electronic state legal materials. Policy Update (H1) from 8:30–9:45 with the Awards Committee. Timmons was named chair of a.m., where we will honor the award Michele Timmons, Minnesota the drafting committee, Bintliff winners for their tremendous work. I revisor of statutes, received the served as the committee’s reporter, Emily Feltren, director, AALL PAGI Award, and Barbara Bintliff, and Keith Ann Stiverson was named Government Relations Office, 25 director of the Tarlton Law Library/Jamail observer. Massachusetts Ave., N.W., Suite 500, Center for Legal Research, Joseph C. After two years of discussion and Washington, D.C. 20001 • 202/942- debate, the ULC approved the Uniform Hutcheson Professor in Law, and former 4233 • fax: 202/737-0480 • email: AALL president, received the Oakley Electronic Legal Material Act at its annual [email protected] • www.aallnet.org/ Advocacy Award. meeting in Vail, Colorado, in July 2011. AALL members Brian Huffman, county main-menu/Advocacy/aallwash PAGI Award law librarian at the Washington County AALL awarded its first PAGI Award in Law Library, and Susan Larson, head 1999 to the U.S. Government Printing of public services and CLLP coordinator Public Policy Programs in Boston Office for its then-groundbreaking GPO at the Minnesota State Law Library, Access system. Over the years, the PAGI have been working closely with A2: The National Declassification Award has been presented to many Timmons to promote passage of Center—Will It Meet Our Expectations? distinguished individuals and organizations UELMA in Minnesota. It is thanks to Sunday, July 22 that have made significant contributions to Timmons that we have a uniform act. 10:45–11:45 a.m. protect and promote greater public access to government information. Past recipients Robert L. Oakley A6: The New FDLP: A Collaborative include the Library of Congress for Advocacy Award Future for Government Information AALL established the Oakley Advocacy THOMAS; Sen. Conrad Burns, Michael Sunday, July 22 Award in 2008 to honor the memory of O. Leavitt, and Sen. Joseph I. Lieberman 10:45–11:45 a.m. for Regulations.gov; and, most recently, Robert L. Oakley, AALL’s Washington Citizens for Responsibility and Ethics in affairs representative from 1989-2007. The Oakley Advocacy Award “is given to C5: Hot Topics in Copyright Washington, or CREW, for their work for Librarians to make government more open and recognize an AALL member or group who Sunday, July 22 accountable through litigation, Freedom has been an outstanding and has of Information Act requests, and ethics contributed significantly to the AALL 3:45–5 p.m. complaints. policy agenda at the federal, state, local, AALL honors Timmons for her work or international level.” Past winners E1: State Advocacy Strategies: to ensure permanent public access to include Robert L. Oakley (posthumously); Learning to Connect, Grow, and Survive authentic and preserved online legal Richard J. McKinney, Federal Reserve Monday, July 23 information. Timmons was one of 50 Board Law Library; the Ohio Regional 10:45–11:45 a.m. delegates AALL invited to our 2007 Association of Law Libraries County Law National Summit on Authentication of Library Special Interest Group; and Joan H1: AALL Public Policy Update: Digital Legal Information in Chicago, M. Bellistri, Anne Arundel County Public Connecting Members to AALL’s convened by AALL’s then-president Sally Law Library. Advocacy Efforts Holterhoff. At the summit, Timmons AALL honors Bintliff in recognition Tuesday, July 24 spoke on a panel about possible legal of her commitment to promoting 8:30–9:45 a.m. solutions to the problems identified authentication, preservation, and Presentation of PAGI and Oakley in AALL’s State-by-State Report on permanent public access and ensuring Advocacy Awards Authentication of Online Legal Resources the successful drafting of UELMA. Bintliff served as AALL’s observer to the and suggested that the Uniform Law K2: Building the One World Law ULC study committee and in the key Commission (ULC, then the National Library—A Collaborative Approach Conference of Commissioners on Uniform position of reporter to the drafting committee. As her nominating letter Tuesday, July 24 State Laws) create a study committee to 3:45–4:45 p.m. determine whether there are legal standards states, “Barbara’s clever and persuasive for official status and authentication that suggestions and revisions to the draft could be written into either a uniform saved the day any number of times law or model act. After the summit, and resulted in a solid framework for Timmons asked the ULC to convene a authentication, preservation, and study committee and to look into the permanent public access to digital legal possibility of proposing a uniform law or material that AALL has sought for nearly model act that might help the states. a decade.”

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Public Relations Marketing Through the Ordinary and the Extraordinary How to create a We talk about the tools, resources, Second, while the techniques buzz about your or services we want to highlight and commonly used in print and electronic the means for doing so. We have advertising are costly and time library debated whether to use fancy print consuming to implement, marketing By Valerie R. Aggerbeck ad campaigns (colorful brochures need not be either. In fact, the and bookmarks, flyers, etc.) or best marketing may be doing your more informal and less costly normal activities but doing them announcements, whether in the law extraordinarily well; in other words, school’s weekly newsletter, through marketing through the ordinary. n these difficult notices on the wide-screen TV outside Traditional advertising techniques the library, or with postings on our do not necessarily bring patrons economic times, when library website. We have also discussed back to the library (even if they are law schools, law firms, to what extent we should use social successful at bringing the patrons in a I media and whether it is worth the time first time). Consider a restaurant as an state governments, and and investment. example. People may go to a restaurant With these ideas in mind, I was because of an ad in the paper or on others feel a dire need to struck recently by two definitions a website, but if the food or service I discovered. One, a definition of is not good, they probably will not cut back on expenses, my advertising from Contemporary come back. If they enjoyed the food Advertising by Courtland L. Bovee and and service, they will tell their friends colleagues and I often William F. Arens, states, “Advertising about the restaurant. Some small find ourselves discussing is the nonpersonal communication restaurants have become wildly popular of information usually paid for and relying solely on word of mouth. the need to “market” the usually persuasive in nature about The true power of marketing products, services or ideas by identified resides in enticing patrons to come library and the services sponsors through the various media.” back for more . . . in the case of The other, the American Marketing libraries, this may mean more help we provide—that is, to Association’s definition for marketing, from librarians, more use of the states, “Marketing is the activity, set of library’s resources/databases, or more demonstrate our value- institutions, and processes for creating, assistance generating ideas. The only added. communicating, delivering, and way to achieve this is by providing, exchanging offerings that have value day in and day out, the highest quality for customers, clients, partners, and of service. High-quality work promotes society at large.” itself! Those definitions got me focusing on two points. First, marketing is about relationships—about responding Marketing Through the to the needs of others. For libraries, Ordinary: Thinking of Your this means identifying patrons’ needs, Daily Tasks as Marketing communicating how they can help Opportunities patrons fulfill those needs, and Think of all the tasks you accomplish delivering offerings that meet those as part of your daily job . . . there are needs. many. For example, my daily tasks

© 2012 Valerie R. Aggerbeck AALL Spectrum I July 2012 9 AALLJuly2012:1 6/13/12 5:19 PM Page 10

include providing reference services to priority, you may want to take the lead Marketing Through the students, faculty, staff, and other library by saying, “If I get this to you by (date), Ordinary is a Team Sport users; teaching legal research to first-year will that meet your needs?” Always try to Always giving 110 percent and staying students and others; serving as library give yourself some buffer time. Take to positive can be exhausting, physically liaison to a designated group of faculty; heart the adage about under-promising and emotionally. We all have bad days, training the law school community and over-delivering. And if something and we all are occasionally overloaded in the use of print and electronic does go wrong along the way—the with requests and assignments. This information resources; preparing project takes longer than you expected is where your colleagues and student research guides; helping with collection or you get sick, for example—let the workers can help. Marketing through the development; and participating in the requestor know if it would help to ordinary is a team sport! Your co-workers work of professional organizations. Some renegotiate the timeline. Developing a can help you prevent burnout and of my (unspoken) daily tasks include strong professional relationship with complacency on the job, and they can simple things like taking time to notice your patrons can help you manage their help you produce excellent results for a people, saying a kind word to a student expectations. As you get to know your user, even when you could not provide who looks like he or she is having a bad patrons better, you can often anticipate those results on your own. For example, day, or asking a professor I meet in the their needs and get a sense for when they if a faculty member sends you a big hallway what he or she is working on need a project done quickly versus when project when you already have too much and whether I can help. Your day-to-day you have more time to complete an on your plate, don’t say no. Think of activities may be similar or different than assignment. At the very least, a good yourself as a project manager and ask mine; whatever they are, they are great existing relationship makes it easier to your colleagues to help. It is often opportunities to market yourself and negotiate requests comfortably. possible to “divide and conquer” a big your library—if you accomplish them The third rule of marketing task so you can get it done on time and at a high-quality level and consistently through the ordinary is to do well at at a high-quality level, and pulling out exceed expectations. But what exactly whatever you do for all the members all the stops on the occasional big does that mean? of your primary user community but requests can reap significant benefits for The first rule of marketing especially for the opinion leaders the library. And don’t forget to involve through the ordinary is to pay careful within that community. Like it or not, your student employees, especially those attention to the direct requests you some members of every community who work at a circulation desk and who get. Requests are users’ expressions play disproportionately large roles in often have down time. You are helping of their felt needs, and every request determining the allocation of resources them by building their skills (and is an opportunity to build a positive or the reputations of others within the potential good references) while also relationship. You may have your own community. Being sure they are well- helping library users. (quite good) ideas of other things your served and they know what the library Here at St. Thomas, our strong team users need, but if you drop the ball does and can do for the community work ethic has enabled us to accomplish on a direct request, you may lose the really can benefit everyone. Being visible several large faculty projects that none of opportunity to work with that user and getting to know your community us could have done alone in the required again. At the very least, you will have can help you accomplish this. For time frame. For example, when one set one relationship back a bit. example, service on a committee makes faculty member needed original research A corollary of this rule is that you it easy for committee members to say, done in the session laws of all 50 states may sometimes have to delay work on “Could the library gather that for a multiple-decade time frame, a personal project (perhaps a favorite information for us?” or for you to say, dividing the work among four librarians research project) or an internal “I can do that.” Many requests for and one research assistant made a administrative task that you need to get service result because it is easy for the time-consuming task possible and led done. When you have a lot of patrons requestor to make them or for you to to a significant publication. Managers (or not enough staff), paying close offer a service. should strive to emphasize the need for attention to your patrons’ requests means The fourth rule of marketing a collaborative team approach to service, carefully negotiating your time and through the ordinary is to solicit especially if the library’s constituents learning to prioritize projects. feedback from your patrons. Consider include high-level performers who can This leads to the second rule of doing this at two stages: after you have benefit from a high level of service. marketing through the ordinary: begun work on a project and after manage customer expectations completing a project. Sending a sample skillfully. When you get a request, of your work on a big project to a patron Marketing Through the acknowledge it promptly. Be sure you at an early stage, along with a comment Extraordinary: Thinking of Your understand not only the request but also such as, “This is what I have done so Specialized Skills as Marketing the time frame in which the user needs far. Am I on the right track?” can help Opportunities it completed. Don’t put unnecessary ensure that you are, in fact, meeting the While marketing yourself through pressure on yourself. You can’t do patron’s needs. Asking, “Does this meet ordinary tasks is great PR, you can really everything immediately, and you will your needs or is there something more set yourself apart by marketing your often get other requests while you are I can do?” at the completion of a project extraordinary talents or skills—the working on a prior request. makes it comfortable for a requestor to things that make you unique and set you Furthermore, a new request may ask for more when more is needed. apart from others. Managers should have a higher urgency than the prior Finally, be mindful of your conduct a talent inventory when hiring request. Thus, be sure to ask a patron attitude and demeanor. They count! new employees or when conducting when the work needs to be completed. Your colleagues and other patrons like to annual performance reviews to The requestor will often give you more work with those with a “can do” positive determine what differentiates one staff time than you might have given yourself. spirit and those who are approachable member from another. They should If you are dealing with a patron for and nonjudgmental. Work on make a point of asking each employee whom everything is always a high developing those characteristics.

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whether he or she has any special skills all the various stakeholders we serve are a self-evaluation, you can include some or areas of interest, which enables our best . If a student, faculty of those comments as well. managers to determine how to best use member, or lawyer is impressed with You can also look for opportunities their staffs and help them become an your work, he or she will likely share to praise your library colleagues or to integral part of the community. For this experience with his or her peers and promote their unique skills and talents example, an employee may know a encourage them to use your services. to library users and others outside the foreign language that makes him or her For example, I recently received an library. Building buzz for other library a perfect candidate for an international email from a student stating, “Hi, I am staff benefits the library as a whole. or foreign law role. A manager may working on my upper level and am have a librarian with a background in having a hard time getting my research Seize Your Opportunities empirical research who could support underway. I was wondering if you could Marketing through the ordinary and the community members needing those give me any tips or ideas […] I hope this extraordinary provides better results than skills. Specialized technology skills, isn’t a bother—I was told by a friend fancy advertising campaigns at a fraction indexing skills (this expertise is that I could ask you something like this. of the cost. So how can you do this? particularly useful as an increasing Let me know if this is something you Give 110 percent when performing number of publishers no longer provide can help me out on! Thanks so much, your daily tasks, and care about your free indexing to authors), people or and have a great week!” patrons. Talk to your supervisor and networking skills, being politically savvy, library colleagues about ways you can or a background as a practitioner may divide tasks to ensure that you use your set you apart from others and lead to Why does marketing though the various skill sets, being as efficient as new, more specialized projects. A well- ordinary and the extraordinary possible, and always perform at the managed liaison program is a wonderful work? Because it promotes your highest possible level. People notice way to tap into librarians’ strengths and services via word of mouth. when you go the extra step and make encourage them to expand the array of their lives easier. They will share this services they offer. information with their peers and bring Now more than ever, librarians need I have overheard students say they other patrons to you. to diversify their skill sets and market come to our presentations not because Let your supervisor and others their versatility and adaptability. Having of the ads we place in the law school know about your special skills and that a particular expertise and letting relevant newsletter or on our wide-screen video you want to use these skills for their stakeholders know about it is a way to monitor outside the library but because benefit. This will allow you to build build relationships and meet colleagues they know the librarian who is strong relationships with a variety of you may not otherwise have the chance presenting and happened to find out stakeholders. It will lead to new projects to interact with. about the program via an informal that will help you grow as a person and conversation with that librarian. When a professional and prevent boredom. you take the time to build a relationship Creating Buzz Build close relationships with your with a particular patron, you get asked Why does marketing though the colleagues. People are more likely to to come to classes, teach, and work on ordinary and the extraordinary work? help you (on projects, when you need projects again and again. People get to Because it promotes your services via funding, etc.) if you take the time to know your work, they know they can word of mouth. develop personal relationships with count on you, and they feel comfortable The great thing about having a them. approaching you with a variety of strong customer ethic and providing Never miss an opportunity to requests. high-quality services is that your work promote the ideas and good work of Because buzz marketing is promotes itself. If patrons are impressed your colleagues, inside and outside the nonrestrictive (as opposed to, for with the level of service they receive, library, as well as the work of your example, a flyer touting a specific library they are likely to share their experiences student workers. People need to have service), it opens numerous avenues with others—word of mouth is indeed their efforts recognized to truly feel for work and projects. Buzz marketing a powerful tool. As a matter of fact, the appreciated. Promoting your colleagues can help you advertise the “ordinary” marketing community has a word for it: creates a positive atmosphere and good tasks you accomplish as well your buzz marketing. A quick review of the will. I “extraordinary” skills. literature demonstrates the growing Valerie R. Aggerbeck (vraggerbeck@ importance of this marketing device. stthomas.edu) is a research librarian at the Titles such as Building A Buzz: Libraries More Ideas for Library Marketing University of St. Thomas School of Law & Word-of-Mouth Marketing, by Peggy You can, of course, help create buzz in Minneapolis. She would like to Barber and Linda Wallace; Bite-Sized marketing more directly. One technique acknowledge helpful input and comments Marketing: Realistic Solutions for the is to share some of the positive feedback Overworked Librarian, by Nancy you receive on your work with your from her supervisors, Debby Hackerson Dowd, Mary Evangeliste, and Jonathan colleagues, especially those in leadership and Ann Bateson. Silberman; and Grapevine: The New Art positions. You will often find of Word-Of-Mouth Marketing, by Dave opportunities to do so, especially if Balter and John Butman, abound. you are looking for them. So collect Buzz marketing is a great marketing positive feedback to share. When you tool for libraries because it is cheap, get a thank-you note that mentions easy, and efficient. It is all about turning specifically how well you served a user, enthusiastic patrons into your allies so keep a copy of it. Then, if your library they can sell your services for you. In writes an annual report, you can include the world of law librarianship, students, sample comments as evidence of the faculty members, lawyers, judges, and library’s impact. If you are asked to write

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Teaching research skills in a short-term simulation class Resolution By Karen Westwood

Deals and Dispute Resolution was wanted students to think strategically y colleague, a five-day class offered during J-Term. about their research and follow a plan in This class was different from a typical their research. Second, we wanted them Reference J-Term class in two key aspects. First, to create a research trail so they would M Librarian it attempted to be almost entirely a be able to better articulate their research simulation for the full five-day period; results and process. Jean Boos, and I were second, registration for the course was Additionally, we had to consider the invited to participate in not capped. mechanics of the class. It has been our In advance of the course, registered experience in teaching that students planning a Deals and students received a packet of documents make the most progress if they perform Dispute Resolution class with a list of legal issues that both parties a task, get some feedback, and then have believed necessary to address before a the opportunity to perform another task at William Mitchell comprehensive deal could be reached. that takes advantage of the feedback. College of Law in St. The issues ran the gamut from The short time span of the class was employment to environmental, from a challenge, but we benefitted from the Paul, Minnesota, and we municipal to international. The packets opportunity to have the first assignment were told that the included fictional emails, faux newspaper due on the first day of class. articles, employment contracts, etc. We assigned a short reading instructors wanted to Students were required to read through (chapters 1 and 12 from The University require the students to their packets before the class began in of Maryland Francis King Carey School order to spot the legal issues at play. of Law’s Thurgood Marshall Law Library research their issues. Our Students would role-play attorneys Guide to Legal Research) and asked challenge was to come on both sides of the deal. the students to create a sample research However, the students also had plan for one of the legal issues they up with a meaningful to write memos, meet with other were required to address. Each student research experience that “attorneys” representing their company was assigned two issues, so Boos and in the deal, and negotiate with I created sample research plans for one wouldn’t devolve into a “attorneys” representing the other of the issues, and they were to create a treasure hunt for the company in the deal. The instructors plan for the other issue. These “plans” wanted the students to engage in were technically more than plans, as we students. research, but not to spend “too much included results of initial searches along time” on it. with comments on the plans for how to proceed further (the research trail aspect The Research Assignments of our learning outcomes). We required Boos and I had been attending a students to hand in their first research variety of teaching methodology classes plan on the first day of class. We then throughout the past year, mostly keyed provided feedback on the plans and to the concept of “backward design.” returned them within two days. On day Using this concept, developed by three the students received additional Grant Wiggins and Jay McTighe in facts that created a dispute that they Understanding by Design, an instructor would have to negotiate with the other begins with desired outcomes and works side. We required them to create a backward in developing the teaching second research plan regarding the toward those outcomes. Both Boos and new dispute and turn it in to us within I had some experience in practice as well 24 hours. as having team-taught in the past. We knew that five days would not allow us Additional Course Opportunities time to train the students on particular Both Boos and I sat on a panel research tools and then assess their discussion on day one about the work product. But we also knew that a importance of research in a legal setting. perennial research problem for students Boos also joined a drafting panel on day was the feeling of being overwhelmed four and addressed finding and using at the outset. We quickly settled on a forms in transactional practice. Students couple of desired outcomes. First, we received large session instruction on

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“It has been our experience in teaching that students make the most progress if they perform a task, get some feedback, and then have the opportunity to perform another task that takes advantage of the feedback.”

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Assignment One: Research Plans— General Observations and Tips

Professionalism: Nearly every assignment was submitted with the requested subject line and either no message or a brief New Year’s greeting or a statement about looking forward to the class. These were all very appropriate (but note, a couple of assignments were either emailed to or addressed to someone other than us—this is another detail you should pay attention to).

Some assignments contained misspellings and nonsensical sentences. Even though these were essentially working notes, they should be understandable to a reader. Examples include acronyms with inverted letters (FCPA and FCRA in same document), references to people or documents who were not identified, and words that spellcheck will miss (“is” instead of “if”). Always keep your reader in mind when writing.

Be sure you spell names correctly and consistently—Anshou Wang was often misspelled —and pay attention to gender (some people referred to Ms. Wang as “he”). People feel strongly about their names, so be careful in this regard!

Research Sources: Don’t forget about annotated statutes (online OR in print)! Many of you found a good statute and then jumped into a case law search in a database. A more efficient and rewarding search is to look up your statute in an annotated source and get a listing of cases directly interpreting your statute.

Many of you used Google and Wikipedia as an initial search to find a relevant statute (this is a good research approach). But not all of you then pursued an authoritative version of the statute. Be sure to do this as a best practice—you do not want to be the associate who relied on an outdated version of a statute that you found on Wikipedia!

For those of you who searched for the Minneapolis ordinance—this is one instance where the open web is as good as, or better than, Westlaw and Lexis. Kudos to those of you who stuck with the research and tracked down the appropriate ordinance.

For those of you searching for Minnesota secondary materials: Minnesota Practice Series is on Westlaw but not Lexis, and Dunnell Minnesota Digest is on Lexis but not Westlaw. These are both excellent titles for getting background material on Minnesota law—kudos to those of you who found one or both of these.

Don’t forget to go back and review your issues to make sure you have covered all of them. For example, some people lost track of the distinction between an employee and an independent contractor for purposes of enforcing a non-compete while others researched the domain name issue but not the design of the online game issue.

Presentation: Remember, we can’t assess what we don’t see—so tell us what you did (for instance, even if you always KeyCite or Shepardize as a matter of course, tell us that in order to get full points).

You don’t have to complete all your research, but to get full points you need to indicate that you’ve done something. So give a citation to a statute and/or case, and give some sort of identifying information about an article or book. Bald statements such as “Then I’ll look to see if there is any secondary information” do not give us enough to evaluate.

Summary: Overall, we were very pleased with the quality of the research plans we received. Remember that we are both in the library this week and stand ready to assist you on the next research plan assignment. Be sure to take advantage of our expertise!

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billing time, negotiating, etc., but the majority of their time was spent researching and writing, meeting with “co-counsel,” and negotiating with “counsel” for one of Nation’s Courts the other parties. The Results Ninety-four assignments came in on the first day of class. Directory - 2013 We split them into two piles, assigned points according to the rubric we had developed, and wrote our comments on the papers. Then, because this was the first time we were doing this, we swapped piles and added additional Now is the time to order your new edition comments. We sent an email to each student that included (available September 2012) general observations that were consistent across many of the plans (see “Assignment One: Research Plans—General Observation and Tips” on opposite page) along with a short Nation’s Courts Directory gives you note that was particular to the individual plan, either complimenting a thorough search or offering specific speedy access to the nation’s federal, suggestions for improvement. The emails we received from state and county courts — in one students handing in their second research plans confirmed our belief that students appreciate and will make use of volume consisting of over 400 pages feedback. From a student whose initial plan left much to be organized for quick-and-easy reference. desired: “[T]hanks for your feedback on the first research plan, as well. It was a disappointing but hopefully helpful result.” (Note: he received full points on his much- An essential reference for improved second plan.) From a student who received full points on her first plan: “I really appreciated the feedback and library. on the last assignment, and I’m finding this exercise to be very helpful.” The court directory listings you need We were also heartened to hear that students appreciated more than just the feedback on their exercises. have never been more affordable One student emailed us: “Thank you for taking the time whether in print, online or smartphone this week to discuss your role with the library—many of us have been discussing how useful the panel discussions were formats. Plus those on standing order for for our learning.” And one of the course faculty emailed us this remark: “I had a student in my office just now telling the print version, Nation’s Court me how he and many of his fellow students ‘discovered’ the Directory, receive substantial discounts reference librarians during the research panel in J-Term, and now they can’t live without you.” when ordering the online and/or One student offered an opinion about the value of smartphone versions. research plans. “I saw that preparing a research plan in advance and then sticking to it was a major time saver. I was up all night working on my first memorandum Also, we are proud to announce partly because I constantly switched between research and our new service, writing. After writing a sentence or two, I’d stop writing to research further. I was never sure of when I’d researched Case Filings Alert. enough, and, accordingly, I researched a lot. I worked much more efficiently on my second memorandum because I created a research plan and followed it. After executing Case Filings Alert is available free of my research plan, I had an adequate basis to write the charge. It reports on new cases majority of my memorandum. I did not need to stop nearly as often to research a little more. Due to following a plan, as they are filed in courts around the I was more confident about the area of law I researched. country, alerting you to important new Ultimately, my second memorandum was of much higher quality than my first one. And as an added bonus, I got a cases at the beginning of the lot more sleep that night.” litigation process. Plentiful Rewards In a situation where the time frame and setup of a course Do not hesitate to contact us don’t lend themselves to in-depth research skills instruction, librarians can still fully participate and add value for for additional information. students. In our experience, this course was fairly intense and required a significant time commitment. But the rewards were many, and we plan to be involved in Deals and Dispute Resolutions and other simulation classes again next year. I NationsCourts.com Karen Westwood ([email protected]) is head of reference at William Mitchell College of Law in St. Paul, Minnesota.

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DEFENSIVEPROMOTION NO-COST WAYS TO PROMOTE YOUR LIBRARY AND DEFEND YOUR BUDGET

20 By Carol Ottolenghi

01. 02. 03. 04. 05. Make new friends. Send emails offering Take on a library Include nonlibrary staff and Write for in-house discarded materials. practicum student. patrons in the selection publications. process (in a limited way). 11. 12. 13. 14. 15. Do not offer to do Encourage users to Create a quarterly Practice assertive Write for bar journals everything. communicate with “brown-bag-to-go” reference. and the local paper. decision-makers. series.

aw libraries are under you outside your comfort as their own and can help and cartoons are popular attack. Librarians zone, but it’s the only way to during budget discussions. draws. My best results, in may have difficulty enlist new allies. These allies terms of number of hits, acknowledgingL that fact, and can help you promote your 05. Write for in-house come from the puzzles AALL we certainly resist using that library. There’s no rule that publications. Short articles and ALA put out for various terminology, but it’s no secret says you have to do it all about how a specific library Library Week Promotions. that the last decade has seen a yourself. resource can make life easier I post just one or two “sea change” in the perceived are subtle reminders of the questions each time; a 20- value of law libraries. Ten 02. Send emails offering library’s value. question quiz can last months years ago, people didn’t discarded materials. This lets and create significant buzz. really question the value of current and potential patrons 06. Loosely script an ending for librarians and libraries—it know that the library exists; all patron interactions. Every 09. Establish a table of was a given. Even people who it lets them know what you patron interaction—in contents service. This science actively avoided the library have in the library; and it person, by phone, via email, library staple is easy to recognized that it was an sends the message that your or by chat—can include establish. Identify journals, unassailable part of the legal gift-bearing emails should a value-added offer. For law reviews, etc., that might environment. Not anymore. always be opened quickly. example, someone working interest your patrons. Budget balancers routinely on an employment law case Ensure that you can get clip—or completely 03. Take on a library practicum could be offered access to copies of articles from these eliminate—funding because student. Practicum students a related database or form publications. Then set-up “everything is online.” are free short-term labor. book. a free RSS feed—I use Organizational charts are This looks great to the FeedDemon, but Google also redrawn, placing libraries number crunchers. Even 07. Be active in an outside has one—to alert you when under IT or another better, when you introduce legal or practice-area new issues are published. unsupportive section. Many the student to the powers organization. Doing so offers When they are, email the times this happens because that be, you remind people several advantages: (1) you tables of contents to the decision-making Poobahs that librarians have special stay current, (2) you can management and patrons. This do not understand what graduate degrees. We are position the library to reminds them that the library librarians actually do. not just people who happen help prepare the office on has something for them. Fortunately, there’s a to like books. emerging issues, and (3) simple solution—simple, but if management or patrons 10. Host programs featuring not necessarily easy. If your 04. Include nonlibrary staff also belong, it gives you the staff or legislators. It’s a library is suffering because and patrons in the selection chance to interact with each generalization, but attorneys people in power don’t know process (in a limited way). other in a different way than and legislators love to talk. what you do, then it’s time Who is included will differ you do at the office. So, ask around to find key you engaged in defensive with the type of library. staff members or funding promotion. Here are 20 For example, county law 08. Update your website at decision-makers who might ways to do that without librarians might let local least once every two weeks. present a program. Speakers spending a penny. judges, prosecutors, and If you give people a reason gain a sense of ownership in legislators know why they’re to visit your site even when the library, and people are 01. Make new friends. If you thinking about adding or they don’t need to, they’ll less likely to cut what they try only one idea from cutting a resource or going remember to visit your feel is “theirs.” this list, make it this one. online instead of keeping a site when they do want Reaching past your current hard copy. This encourages something. Writing tips, 11. Do not offer to do constituency might nudge people to think of the library “staff in the news” columns, everything. Librarians who

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06. 07. 08. 09. 10. Loosely script an Be active in an outside Update your website at Establish a table of Host programs featuring ending for all patron legal or practice-area least once every two contents service. staff or legislators. interactions. organization. weeks. 16. 17. 18. 19. 20. Be a “safe” place for Communicate regulary Highlight specific topics Get involved in your Teach unexpected people to visit. with people who might each month. organization’s internal classes. challenge your budget. groups.

feel under attack often want short program on it to traditionally neutral zones. growth and direction; to be viewed as team players, practice groups, faculty, Keeping it comfortable and develop relationships with so they agree to do things or other patrons. The key work-friendly makes users other staff members; and that have nothing to do with here is that you are taking feel a sense of ownership. demonstrate to management librarianship. They may be the library to existing or and other staff the skills and asked to file or do secretarial potential patrons. Promote 17. Communicate regularly resources that library staff chores. In one instance, we the program well. Invite key with people who might brings to the table. were asked to copy hundreds management and funding challenge your budget. If of checks because “the interns decision-makers. Cookies are someone is ignorant about 20. Teach unexpected classes. were busy.” This is one time always a plus. what the library provides to Everyone expects the library when you should “just say the organization, then the to offer legal research classes. no.” We must not allow 14. Practice assertive library budget looks like a They don’t expect classes others to think of us as reference. S. Blair Kauffman huge chunk of overhead entitled “So, You Think You glorified clerks. If we do, (Yale Law School) used this ready to be chopped. It’s up Know Google” or “Want to people will neither recognize term at the Duke University to you to publicize the Know What Really Goes on nor respect our professional Symposium on “The Twenty- library’s value. Regular in the Jury Room?” No one skills and knowledge. They First Century Law Library.” reports with statistics are a knows your resources like will think that we can be Assertive reference requires pain to compile when you are you do. Get creative. easily replaced. librarians to be proactive. It busy, but they are necessary One of the reasons law means approaching people to document how the library libraries are in trouble is 12. Encourage users to who aren’t asking questions, helps other parts of the that people have a static communicate with decision- people who don’t know that organization and contributes conception of law libraries. makers. Library users are you have something they can to the bottom line. The ideas listed here work invested in your continued use, and telling them what because they stretch people’s services. So copy a page from resources you have available. 18. Highlight specific topics notions of what law libraries the public libraries’ playbook As Kauffman explains, many each month. In July 2010, can be. Some of these ideas by encouraging users to tell people think good research is Spectrum Editor Mark Estes may push you outside of your management and budget- just a simple Google search wrote an editorial about comfort zone. But if we makers that library services away. As long as they think developing a law library honestly and sincerely believe are needed. This works. Ohio that, they won’t ask a lectionary of pre-planned that law libraries are valuable, legislators were going to slash librarian. But once you let promotional topics. The we must protect them by public library budgets a people know how you can focus can range from new trumpeting their real value. couple of years ago, but a help them, demand booms. resources to specific practice No one can protect and tremendous letter-writing areas and emerging issues. promote law libraries better and email campaign from 15. Write for bar journals and Building your own calendar than we can—the law library lovers convinced the the local paper. When existing of topics makes it a snap to librarians. I legislators to restore funding. and potential patrons see choose program, brown Carol Ottolenghi your byline, it reminds bag, and bibliography/ (carol.ottolenghi@ohioattorney 13. Create a quarterly “brown- them that the library has webliography subjects. general.gov) is director of bag-to-go” series. Pick a something useful for them. library services at the Office law-related topic, anything And your article may just 19. Get involved in your of the Ohio Attorney General from legal writing tips to teach them something, too. organization’s internal groups. recent e-discovery cases, This allows you to know in Columbus, Ohio. forensics, or changes in the 16. Be a “safe” place for what’s on the horizon in law. Then, offer to take a people to visit. Libraries are terms of the organization’s

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Almost, but Not Quite, Entirely Unlike Libraries Academic law librarians enter the world of archives

By Stacy Etheredge

n The Hitchhiker’s Guide to the Galaxy, an Englishman who has suddenly found himself aboard a spaceship after the Earth is decimated (don’t ask, just read the book) tries to get Ithe ship’s computer to make him a nice cuppa. What he gets instead is a cup full of liquid that is “almost, but not quite, entirely unlike tea.” Although that phrase would fit splendidly at a party with Alice and the Mad Hatter, you get the gist—this is tea, except it isn’t. Or, perhaps a little more clearly, this is very similar to tea, but it is also very different.

value related to a particular entity or organized around records, which are subject. In the case of an academic primary sources. These records were institution, an archive would collect meant to be working documents, not materials related to the school’s history, end products of analysis or research. most likely focused around academic They are original documents that were year-by-year operations. Thus, materials created by an entity, such as a law found in a law school archive would school, during the normal course of its include yearly reports, administrative business. The authors of the records, correspondence, committee minutes, termed “creators” in archives language, student handbooks, class schedules— come only from within that entity. in short, anything that documents the The items collected, almost always school’s history. unpublished, are tangible records of Academic law librarians are learning This definition is, of course, basic events that stand as evidence of the that the same can be said about libraries in the extreme. As with librarianship, it institution’s history. Although they may and archives. More and more, law takes years of training and experience to now serve as resources for research, they schools are seeking to establish archives become an archivist and to learn how weren’t created for that purpose. to document their history and save their to properly maintain an archive. If you institutional knowledge. However, find yourself suddenly inheriting reams Items: Stand-Alone budgets dictate realities, and schools that of materials from the law school and Versus Intertwined cannot hire archivists find themselves are asked to transform them into an Materials in a library collection are with boxes of materials and no idea what archive, you certainly will not be able discrete items that have individual to do with them. Casting about for a to understand it all overnight. But you significance on their own. Although solution, law school administrators often can at least start out knowing some these resources might connect to one decide that the logical destination is the fundamental differences. library. And why not? In the public’s another in a general sense of subject mind, libraries and archives have always matter, there is no intrinsic or formal been more or less synonymous. From Sources: Secondary relationship among them. Published time immemorial, they have been Versus Primary items in a library, with the exception of considered the repositories of society’s Libraries are organized around secondary rare books, are also generally not unique, collective information. Thus, to an sources, such as books, encyclopedias, as there are thousands of copies of the administrator, it is not really a stretch and journals. They collect published same items available elsewhere. to conclude that the library can (or even items, created independently by a Sources in an archive differ from should) be responsible for the school’s variety of authors and for a variety of those in a library in that they are archives. But the truth is, archives are reasons. These secondary sources are usually received in aggregate groupings, almost, but not quite, entirely unlike intentionally acquired because they such as a year’s worth of the dean’s libraries. are “about” something that is related correspondence. An individual to the library’s mission. Secondary document in a records group derives sources are the end products of research a large part of its significance from its The Differences Between Us: and analysis. In a way, even a book relationship to other items in the group. A Basic Primer containing primary sources, such as a And since materials in an archive are The primary similarity between libraries reporter of case law, becomes a kind of the primary documents of a specific and archives is that they both revolve secondary source once it enters a law institution, they are almost always around information—collecting it, library’s collection because it was unique items. Thus, if only one copy organizing it, sharing it. The main specifically compiled and collected to exists of the faculty senate minutes difference is in the types of materials serve as a resource about the law. of March 6, 1987, its loss would be that each holds. In a nutshell, the The most critical element to irrevocable. mission of an archive is to preserve and understanding archives is that they are provide access to records of enduring

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Archival materials are organized not by subject, but by creator—the entity originally responsible for production of the records. This process, called “arrangement,” is based on the concepts of provenance and original order. Provenance is the principle of keeping together all the documents generated by a single creator without intermingling them with the documents of a different creator. Original order follows the idea that archivists should, as much as possible, preserve records in the order they were accumulated, used, and stored, as that in its own way provides information of both context and creator. However, the result of this focus on relating archival materials in a records group back to the creator is that these

Resources for the Beginner Collection: Creating Associations: The Society of American Archivists (SAA), www.archivists.org, is the premier Versus Receiving professional association for archivists, though it encourages membership from individuals at all A law library’s collection is essentially levels. Two subgroups of interest are the College and University Archives Section and the Lone Arrangers Roundtable. The Council of State Archivists (CoSA), www.statearchivists.org, is another created, i.e., built up, around the active organization. information-seeking needs of a specific patron base. It is a forward-looking and Introductory Texts: The SAA website has an online bookstore that features a number of helpful constantly evolving body, always books, including its own Archival Fundamentals series. Some “bibles” for the beginner are: responding to new areas of law and Understanding Archives and Manuscripts (James M. O’Toole and Richard J. Cox), Developing and scholarship interests. Library materials Maintaining Practical Archives (Gregory S. Hunter), and Archives: Principles and Practices (Laura are acquired one by one, with the Millar). There are also texts that focus on university and small-shop archives. specific intention of adding each Guidelines: SAA has prepared and made available the detailed and comprehensive Guidelines for particular item to one specific collection. College and University Archives at www.archivists.org/governance/guidelines/cu_guidelines.asp. If a certain book about a subject cannot Topics covered include administrative relationships, records management, and facilities and be had, others like it can be—it is equipment. There is also a helpful appendix on types of academic records. usually one choice among many. These Tutorials: The American Association for State and Local History administers a self-paced, online individual choices and decisions create course, The Basics of Archives, designed for people with “little to no experience with archival a library collection that is, in a sense, materials,” at www.aaslh.org/basicsofarchives.htm. The course is also provided free on the subjectively chosen. Connecticut State Library’s website, www.cslib.org/archivesbasics/index.html, though you are not Collecting for an archive, on the provided with a certification of completion. In addition, CoSA’s website hosts the Student Workbook other hand, is more of an objective and Facilitator’s Manual, provided for a pared-down on-site training version of the course, that enterprise. Intellectual control is includes screenshots, exercises, and examples from the course, at www.statearchivists. exercised with prior records-management org/arc/bace/index.htm. decisions as to which groups to collect from, what type of materials to collect, and what records will be considered to have enduring value (none of which are Librarians and archivists both agree easy). After that, an archive is not so on this principle; they just differ in groups end up containing information much “created” as “received.” In a way, their techniques. Subjects drive the about numerous subjects. it is more of a past-looking venture; the organization of materials in libraries. collection is defined beforehand by the Librarians classify materials; that is, they Description: Catalog very nature of the organization and assign predetermined subject areas Versus Finding Aid its business, with resultant records chosen from a universally recognized channeled into the archives accordingly. Another important difference between system. After that is done, the materials libraries and archives is their methods are physically grouped together by the of description. Titles in a library are Organization: Subject assigned subject classifications. The individually described and cataloged. Versus Creator academic library world primarily uses the This is not actually as burdensome a A fundamental principal of information Library of Congress Classification, and task as it could be because a cataloger science is that materials need to be the public library world generally uses working with published materials has organized before they can be accessed. the Dewey Decimal System, but the immediate sources of help available to method and end results are the same.

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him or her. Published items come with built-in information New in the MLA series ready for use. For example, the title and verso pages, tables of contents, and indexes of books all provide the cataloger with Options for Teaching descriptive information. These widely available details make it easy to share cataloging data about items—so much so, in fact, that a good deal of the cataloging done today in law libraries is not original cataloging but copy cataloging. And since every title in a library is individually described, it can be individually found in a catalog. Teaching Law and Literature Archivists, however, almost always have to create original descriptions because they deal with primary documents. There Austin Sarat, Cathrine O. Frank, is no built-in information or shared data available when the and Matthew Anderson, eds. document is unique to the world. Time constraints and workload make it impossible to list each individual item, so archives materials are generally described at higher levels, that is, as record groups and subgroups. This, in turn, has a direct impact on access, since a capacity to search for individual documents is not available. Thus, the primary access tool of archivists, the “finding aid,” has a different character than the catalog. Its job is not to supply a detailed list of documents but to provide a narrative overview of the collection, summarizing contents and supplying enough history to give context. A finding aid is just that—an aid to the collection, not a catalog of it. Access: Open Versus Closed Not surprisingly, the issue of access to materials is quite different between libraries and archives, a direct function of the different types of materials that each collects. Libraries, with the exception of special collections and reference materials, want their materials to be accessed freely. In fact, the words we use are “borrow” and “circulate.” There are open stacks where patrons are encouraged to browse, select whatever they want, and then either disappear into a corner or take the item out of the library altogether. It isn’t that libraries want to spend extra money replacing items that go missing, just that it probably will not be difficult to reacquire published items that are widely available. Archives want their collections to be used, too, but they “The essays in this volume present a most definitely do not want them to be borrowed or circulated. refreshingly cogent evaluation of The materials are closed to patrons, kept in rooms that are probably out of sight. A staff member will retrieve the items the law and literature movement in for the patron, who will then be ushered to a supervised all of its manifestations. . . . Teaching reading room. Under no circumstances will materials be Law and Literature is indispensable allowed out of the archives area. Strict guidelines for use and even stricter measures for security will be employed. This isn’t to those entering into the eld, and administrative arrogance; it is just a very real acknowledgment of immense value to those who have of the value of the unique materials involved. Any items lost made the eld what it is.” are probably irreplaceable, and thus, so is the information they contain. THE LITERARY LAWYER Let the Journey Begin The differences I have outlined are basic and just the first step NOW AVAILABLE toward understanding and working with archives. Librarians who are suddenly responsible for their law schools’ historical viii & 510 pp. | 6 x 9 | Cloth $40.00 | Paper $25.00 records will probably discover that it is like any other life situation that you enter not exactly as prepared as you would like: challenging, scary, fun, tiring, rewarding—all of this and Join the MLA today and more, wrapped up in one big archival package. There is going to be a lot to learn, and it is going to be a fairly steep learning receive 20% off the listed price. curve, but it will probably remind you again of why you love having a career working with information. So if you do find yourself in the delicate situation of inheriting an archive, just remember the same advice our intergalactic Englishman got from the cover of his hitchhiker’s guide . . . DON’T PANIC! 646 576-5161 Q Fax 646 576-5160 Q www.mla.org (in large, friendly letters). I Stacy Etheredge ([email protected]) is reference and instruction librarian at West Virginia University College of Law’s George R. Farmer, Jr. Law Library in Morgantown. 20 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:20 PM Page 21

Please Consider the Environment before Printing this E-mail

Is digital really better for the environment? By Emily Marcum

ou see it at the bottom of many headwater streams (or 2 percent of the electrical output. According to emails: “Please consider the streams in the study area) were directly “The Monster Footprint of Digital Y environment before printing this impacted by mountaintop removal Technology,” written by Kris De Decker email.” This popular footnote assumes mining features including coal removal and published in Low-tech Magazine in that physical media destroys trees while areas, valley fills, roads, and ponds, 2009, assuming that a computer is digital media does not. Many patrons between 1992 and 2002. An estimated replaced every three years, manufacturing believe that reading their information 724 stream miles (1.2 percent of streams) that computer requires 83 percent of the online saves trees when, in fact, print were covered by valley fills from 1985- total energy expended versus only 17 resources are far better for trees and the 2001. percent energy expended during use. environment than digital ones. To determine whether your Expanding access to collections by institution’s electricity comes from digitization requires a large number of Digital Versus Print mountaintop removal mining, go to memory chips. It is disturbing to think Digital resources are less environmentally www.ilovemountains.org/my-connection. that even if no one views a digital friendly because they require large According to this tool, Calera, Alabama, resource, the damage is already done. amounts of electricity. Electricity has the is directly connected to mountaintop Manufacturing a 32-megabyte (MB) potential to be environmentally friendly, removal mining through 15 coal burning RAM chip requires 3,300 kilowatt hours but, under our current infrastructure plants. Therefore, when I read Spectrum of electricity, according to Low-tech and policies, it is not. online, I use electricity generated by Magazine. For comparison purposes, More than half of our nation’s clear-cutting trees, whereas the print David Selden’s “The Sustainable Law electricity comes from coal, which is a version carries a Sustainable Forestry Librarian” from the May 2011 issue nonrenewable resource, according to the Initiative logo. of Spectrum tells us that the average U.S. National Park Service’s “Black Digital technologies also use much household uses 11,000 kilowatt hours Canyon of the Gunnison National more energy during manufacture than per year and that each kilowatt hour is Park—Dams Lesson Plan (U.S. National use, so even our best conservation equivalent to 1.93 pounds of carbon Park Service).” What the lesson plan efforts can have a minimal effect on total dioxide (CO2). Therefore, manufacturing does not mention is that some coal is that 32-MB RAM chip released a little worse than other coal. This unequal more than three tons of CO2 into the creation of coal is why digital resources atmosphere. For a weight comparison, are worse for the environment, we can turn back to De Decker’s article specifically for trees. In 2010, 69 percent to see that manufacturing a 2-gram of all produced coal came from surface chip requires 1.6 kilograms of fuel. mining rather than from underground How does this compare with the mining, according to the National energy used to make the file cabinets Mining Association’s “Most Requested that store our print resources? Manufacturing a semiconductor Statistics – U.S. Coal Industry.” Surface 6 mining is code for mountaintop for digital technology uses 10 removal mining. times more energy than is used to During mountaintop removal manufacture a plastic or metal part mining, the forest is clear-cut, and the using conventional manufacturing underlying soil is scooped out. The coal processes, according to a 2010 is removed, and then reclamation “fixes” MediaShift article, “Is Digital Media the land. A 2005 EPA Environmental Worse for the Environment than Impact Statement predicted that 6.8 Print?” by Don Carli. Put simply, if half percent of the Appalachian forest of the U.S.’s electricity comes from coal would be destroyed by 2012 due and 69 percent of coal comes from the to mountaintop removal mining. clear-cutting of trees, we need to rethink Reclamation of these mountaintops the assumption that digitization and focuses on grasses rather than trees printing reduction are tree-friendly. because compacted soil hinders tree growth. Some of the soil cannot be Solutions . . . Sort of replaced so it is used to fill nearby So what about born-digital valleys. According to the statement, documents? Should we not print approximately 1,200 miles of them because they’ve already

© 2012 Emily Marcum image © shutterstock AALL Spectrum I July 2012 21 AALLJuly2012:1 6/13/12 5:20 PM Page 22

been digitally viewed and the damage day, at 100 percent power, then barring computer inactivity, then print. But, if is already done? Why kill more trees a reconsideration of that policy, digital your computer needs to be on all day, by printing too? This is a confusing documents should be viewed digitally at 100 percent power, then don’t print. dilemma. because the computer is on anyway. This is a convoluted and ridiculous One solution might be to make the But overall, the less we can use solution. It would be better to stop distinction between documents that will computers during the day, the better. making our electricity by clear-cutting be referred to multiple times and those If a computer will be unused for 20 trees and institute green energy. Then the that will not be. The rule would be, minutes, then you should turn the “please consider the environment before “If I’m going to look at it multiple times, monitor off because, according to printing this email” footnote would be then I print it. If I will never look at energysavers.gov, restarting will take less correct because energy expended during it again, then I will delete it.” That energy. If the computer is unused for at both computer manufacture and use solution rests on the premise that every least two hours, then it is better to shut would be green. Until then, the best W time the document is digitally viewed, it off completely because a restart uses footnote may be “Please write your electricity from clear-cut trees is used, less power. Two sleeping modes can be representatives about the need for green so it is best to view something digitally set for inactivity. The first, “sleep,” uses power.” I A only once. Then, it is necessary to delete 15 watts or less. The second, “hibernate” Emily Marcum, M.L.I.S., J.D., it because indefinite digital storage fills uses eight watts or less, which is about ([email protected]) is law up microchips. 10 percent of a computer’s normal librarian for the law firm Lightfoot, However, the last piece of the puzzle operating consumption. Franklin & White, LLC, in Birmingham, is whether or not a workstation is on So if printing frequently referenced Alabama. anyway. If a computer is on all day, every emails allows for long periods of

@spectrum

AALL’s members have been tweeting about Spectrum, and we’ve been listening. Here’s what you’ve been buzzing about.

@BryanCaveLib: Interview with @GregCastanias (partner at Jones Day) on how librarians can add value to their law firms http://bit.ly/IK4eFa

@Jenifesto: Just got my first copy of @aallnet’s AALL Spectrum in the mail. Excited to give it a read!

@michellemanafy: Wonderful in-depth review of Dancing With Digital Natives at http://bit.ly/IdFV3x by @aallnet Thank you!

@NYLawInstitute: Implementing an ERM System in Your Library http://bit.ly/KDnFQJ

@FSULawRC: Congrats @elizabethf for her article on our Research Center renovations in #AALL Spectrum! Let us know what you think http://bit.ly/K9ZP03

@nellcoinc: Those folks at #Barco are so collaborative! #AALL - Law Books Take the Stage! http://tinyurl.com/88997gh

from the secretary continued from page 4

implementation phase of the Futures the recommended budget guidelines for the Annual Meeting in Boston. Of final Summit and appointed the Executive FY 2012-2013 and FY 2011 year-end mention is Hagan’s work as the staff Board Annual Meeting Special statements. (For additional information, liaison to the committee that was Committee, which is charged see “From the Treasurer” in Spectrum’s appointed to draft a report at the with evaluating and prioritizing May 2012 issue.) conclusion of the Futures Summit. recommendations from the Velvet Hagan reported on her and Smith’s During a break, the board had Chainsaw Consulting Report. participation in the special committee the opportunity to visit the AALL Vice President/President-Elect Jean appointed to review the Velvet Chainsaw headquarters office and meet face-to-face Wenger also reported on her recent report and recommendations. Currently, with the AALL staff with whom we activities. She has been meeting with Hagan and Smith are looking forward to work closely all year via telephone and both the Annual Meeting Program the board’s consideration of the report. email. Committee and the 2013 Local Advisory Once the board has taken action, Well, that is all for now. I look Committee chairs planning for the 2013 headquarters will work to move forward forward to seeing many of you at the Annual Meeting in Seattle. In addition, on the board’s decisions. Hagan is also upcoming Annual Meeting in Boston! she served on the Executive Board working to retain a consultant who can If you have any questions, feel free to Annual Meeting Special Committee help develop a more comprehensive contact me or any Executive Board and the Caucus Formation Policy sponsorship program for AALL. member. I Executive Board Special Committee. In addition, Hagan and the rest of Deborah Rusin (deborah.rusin@ Treasurer Susan Lewis presented the AALL staff continue to work with kattenlaw.com) is director of library and recommendations of the Finance and the International Legal Technology research services at Katten Muchin Budget Committee. Her report included Association on a technology “track” for Rosenman LLP in Chicago.

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Seattle 2013 Help us plan a dynamic educational experience for the 2013 AALL Annual Meeting

By Julie Pabarja

Librarians at all stages of their careers recommendations made in the we get ready need to vocalize and demonstrate the reports submitted by Velvet Chainsaw value we bring to our institutions and Consulting and the Annual Meeting to meet in to the clients/patrons we serve. We Special Committee and from comments are asked to do more and take on collected from the Futures Summit and Boston, the responsibilities outside our traditional the Annual Meeting Community. The As roles. Our value today is different than conference will be structured around 2013 Annual Meeting it was 10 years ago, and we need to the needs of the adult learner and will prepare for the future by capitalizing include education and networking on opportunities. The theme, “Rethink opportunities to seek solutions to their Program Committee Your Value,” will be our focus in the problems and concerns. The AMPC upcoming year, culminating in our seeks programs that encourage (AMPC) and the Local assembly in Seattle next July. collaboration and promote discussion The AMPC will look for dynamic while offering more ways to continue Arrangements Committee programs to offer in Seattle that will give these conversations outside of the librarians the tools to advocate our value programs. Coffee talks, poster sessions, are making plans for the and evaluate what we contribute to our and new learning and networking organizations. In the coming months, opportunities will be offered at the 2013 Annual Meeting the AMPC will reach out to AALL conference. The Annual Meeting is our members to identify the issues and chance to come together and learn from challenges that we face in our jobs and each other. We want members to have in Seattle. With changes what we need to learn in order to an unforgettable learning experience. continue to be successful as librarians. occurring every day—not These topics will be shared with the membership so that members can only in our institutions develop and propose programs that The 2013 AALL theme challenges provide solutions to our challenges. members to “Rethink Your Value.” but also in our roles We know that members prefer to see more programs that deliver the and responsibilities business skills to handle the operations of the library, like project and budget The Call for Proposals will go out management. Members want the tools after the conference in Boston is over. as legal information to communicate with institutional Opening the Call for Proposals at a later hierarchy effectively and to find ways to date gives proposers a chance to focus professionals—the 2013 collaborate with other departments. on developing programs on topics that The latest technology know-how and the are timelier and meet the emerging needs AALL theme challenges management of electronic resources will of our members. The collection site always play a role in our daily work. allows you to share your proposal with members to “Rethink These are just a few examples of the colleagues in order to collaborate on topics that members seek and the types the content. The deadline to submit Your Value.” of proposals that the AMPC hopes to a proposal will be October 15. review during the evaluation process. AMPC members will be available to The AMPC will provide many ways assist all members during the proposal for you to share your ideas and issues, process. Contact Julie Pabarja, 2013 including via AALLNET, through your AMPC chair, or any of the 2013 AMPC chapter and SIS(s), by contacting AMPC members listed on AALLNET if you members directly, and through venues at have questions about your proposal the Annual Meeting in Boston. While in or the conference. Boston, stop by the AMPC table in the More information will be shared Member Services and Activities Area on AALLNET regarding the proposal in the Exhibit Hall to jot down an idea process, how the proposals will be for a program that may have developed evaluated, and changes that you will see during conversations with colleagues in Seattle. We look forward to seeing all or stirred your mind while attending a of you in Seattle in 2013. I program or coffee talk. Julie Pabarja (Julie.Pabarja@ Seattle conference attendees will dlapiper.com) is research services manager continue to experience improvements in at DLA Piper in Chicago. their educational experience based on the

24 AALL Spectrum I July 2012 © 2012 Julie Pabarja AALLJuly2012:1 6/13/12 5:20 PM Page 25

Photo courtesy of Seattle’s Convention and Visitors Bureau/ Tim Thompson

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SURVEY SAYS Shedding light on CI/BD research in law firms By Trina L. Morrow and Annemarie Donovan

usiness development research by law firm librarians is nothing new. In fact, there have been several Spectrum articles on competitive intelligence/business development (CI/BD) research Bsince 2006, including “Blurring the Lines” by Janet Peros, April 2006 issue; “Capitalizing on Competitive Intelligence” by Donna M. Fisher, Sept/Oct 2006 issue; and “Uniting in Competitive Intelligence” by Monice M. Kaczorowski, March 2008 issue, to name a few.

The recent global financial crisis, marketing the firm itself and its practice asking the same questions to an empty however, has significantly impacted groups? I know enough to ask the room. The survey was distributed in late the legal industry, resulting in an question, so I guess that’s a start. My 2011 via the online discussion lists of the unprecedented number of layoffs. firm’s combination with legacy Denton Private Law Libraries Special Interest Law firm libraries and marketing Wilde Sapte LLP resulted in an increased Section, Law Librarians’ Society of departments were not spared in this need for business development Washington, D.C., and Law Library downsizing. Understaffed marketing information on companies and markets Association of Greater New York. I also departments are relying more on their in the developing world. Did we have asked recipients to forward the survey to firm’s librarians to provide greater research support. Reduced library staffs are responding to the increasing needs of nonbillable research on potential clients and balancing it with the billable research of existing clients. This research is conducted with dwindling access to print and electronic resources as library budgets are slashed. Against this backdrop, research focusing on CI/BD has risen sharply as law firms try to recover losses stemming from the financial crisis and the loss in profits. In this article, the authors discuss CI/BD research from two perspectives. The first perspective is from a law librarian who has gathered research results in a survey of CI/BD-related activities. The second perspective is from a former law librarian, now a business development analyst, on how her own experiences compare with the survey results. From Trina’s Perspective . . . Since 2011, the library staff at SNR Denton LLP has taken on a more formal role in business development research, and as I started to work more directly and frequently with our firm’s marketing staff, I asked myself several questions. Much to my embarrassment, some of these questions I have asked aloud in an the resources for these information co-workers outside their departments empty room. Marketing the library is requests? What are the databases who were conducting CI/BD research. not a new concept to librarians—a host librarians are using most frequently for The completion rate of the Business of articles have been written on the this type of business development? Development Research in Law Firms topic, and AALL and its local chapters With these and other questions in Survey I designed was 86 percent, with have sponsored numerous mind, I designed a survey for the law nearly 100 respondents taking the seminars/webinars relating to it. librarian community at large. I thought survey. However, do I know enough about this would be more productive than

26 AALL Spectrum I July 2012 © 2012 Trina L. Morrow and Annemarie Donovan • image © iStockphoto.com AALLJuly2012:1 6/13/12 5:20 PM Page 27

How are Researchers Receiving stuck in bed nursing a cold, but that’s What kind of titles do these and Conducting the Actual not what I mean by “where.” Is CI/BD 13 respondents sport on their email Research? research being conducted by dedicated or signature tags? Some titles are as Librarians have been receiving requests various staff, and are these researchers in straightforward as “librarian” or “research for information on potential clients a headquarters/single/multiple location? librarian,” while others are “business directly from their partners for some A majority of the survey respondents analysis manager” or “business time, and this continues. However, were located in California, New York, intelligence specialist.” In 2011, this only accounts for less than a third Texas, or Washington, D.C., with most SNR Denton library research staff in of the requests in the survey. from the latter. A little more than half the United States officially became Respondents indicated they receive (59 percent) were also located in their “research analysts,” with varying degrees requests most of the time from their firms’ headquarters location. Nearly 20 of seniority. Now that I’m an analyst, CI/BD department (37 percent), from percent of respondents indicated they I occasionally feel the urge to present marketing (35 percent), and from had one or more members of their staffs my qualifications to the analyst desk at partners (31 percent). Forty-five percent dedicated solely to CI/BD research. CNN, ABC, or the CIA, who I’m sure of respondents also indicated some of At SNR Denton, library staff in multiple would boot me swiftly out of their the requests for research come from their offices conducts this type of research lobbies. overseas offices. at the request of marketing/business But what kind of qualifications This brings me back to the question development staff or attorneys while should we have to successfully perform of what resources are used by overseas also working on our billable research. this research? Ninety percent of the offices to complete the research. Are So my next question happened to survey respondents had the MLS/MLIS there resources used by these overseas be: when do we find the time in a busy degree. It’s also worth noting that 90 offices that their U.S. colleagues cannot day? Forty-seven percent of respondents percent of respondents were timekeepers access due to licensing restrictions? indicated they spend less than 25 who billed existing clients for their For instance, several analysts in the U.S. percent of their week organizing/ research time. Twelve of the respondents offices of SNR Denton have access to summarizing their CI/BD research, also had a JD in addition to a library S&P Capital IQ, but our overseas offices while 35 percent responded they spend science degree. Ten respondents had an do not have this database. In the United about a quarter of their week doing unspecified master’s degree, with nine Kingdom, our librarians have access to the same. Ten percent of respondents of them also having the MLS/MLIS. Mint, while staff in the U.S. libraries reported spending half of their week Only two respondents (both from Texas) do not. This can sometimes make organizing/summarizing their CI/BD had a master’s in communications/public research on smaller foreign companies research. A little more than half of relations/marketing, but they also had a bit more time consuming as we find the respondents from California and the library science degree. ourselves having to aggregate and analyze New York reported organization and Can we continue to rely on being information from various sources. summation of their CI/BD research generalists, knowing a little about a lot, I’ve sung the praises of S&P Capital IQ to take a quarter of their week. to successfully perform CI/BD research, often enough, but it’s a pricey product or should we make more of a concerted that not all firms can justify. Even Who is Doing CI/BD Research? effort to provide continuing education getting additional IDs for existing One of the fundamental questions I had in the realm of law firm marketing? I accounts may require promises of was, “Is the library doing the research?” would suggest that more library schools offering any future first-born children to The marketing department? Both? explore offering a dual MLS/MBA spend their lives doing document review Neither? Almost 98 percent of the degree and students in library school or original cataloging in Antarctica. respondents indicated they are part of leaning toward work in law firms the library/information center staff. consider the dual-degree MLS/MBA as However, 13 of those respondents equally a successful career path as the What Databases are Staffs Using indicated they also are part of their MLS/JD, particularly for students to Complete Their Research? firms’ business development, competitive already exposed to the law. Respondents were asked to indicate intelligence, or marketing departments. the top five resources they use most This may be due to some libraries being Moving from Librarian often. Results indicated they use a part of the marketing department to Marketer Hoovers most often at 66 percent, in their firms’ corporate structure followed by Lexis (53 percent), D&B I had quite a few other questions in the (Morrison & Foerster LLP, for one) or CI/BD research survey and thankfully (49 percent), Westlaw (48 percent), those CI/BD departments having dual S&P Capital IQ (42 percent), and some responses, but I won’t go into reporting structures to the heads of further details now. Summary results of Bloomberg (40 percent). The survey marketing and the library. These results confirmed that research staff at the survey will be posted to the 13 respondents used certain databases discussion lists and can also be viewed my firm have access to a majority of more frequently than the majority of the most commonly used resources to online at www.surveymonkey.com/ respondents. For example, Capital IQ sr.aspx?sm=srHL_2fkPH7HioeGiaEjDa conduct CI/BD research, though I still was used most often at 75 percent; covet some of the more specialized 1HC10kD3zWwdwSJZY0yEJHY_3d. followed by Bloomberg and Westlaw I can also provide a copy of the results databases with market-specific data (both at 66 percent); Lexis (58 percent); (I’m looking at you, Real Capital). by request. and ALM Research, D&B, Hoovers, One final point of interest to note and West Monitor, all at 33 percent. is that one of the survey respondents Where and When is the Interaction and The Deal Pipeline indicated that he or she had just Research Being Done? were also used twice as often by these transferred from the library to Yes, I will admit to doing research while respondents than the larger group. marketing. Anecdotal evidence suggests

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this transferring or active recruitment of providing a seemingly endless demand My resources mirrored the most librarians to marketing departments is for legal work.” commonly used products cited in the on the rise. In fact, I’m fortunate enough This brings us to the dark side survey: Capital IQ, Hoovers, Bloomberg, to know someone personally who has perspective, also known as the Westlaw, and Lexis. Being trained as gone over to the “dark side” and has perspective of a researcher in business legal librarians gives us an advantage as some interesting perspectives to share development. The research I conducted to how best to evaluate the resources the on CI/BD research in law firms. was broadly divided into two buckets: firm will purchase. Some of these sources (1) comparison of competitive law firms will be shared with the library; others From Annemarie’s Perspective . . . (clients, number of attorneys, offices) will be exclusively used by the BD staff. As the person to whom Trina is referring and (2) new business strategies (new Oftentimes, I work with the library who has gone over to the dark side, I clients, increasing market share of at my firm, as well as colleagues from believe that the dark side has become less services with existing clients, industry prior jobs, for recommendations for a opaque, and I will go so far as to suggest analysis, SWOT, etc.). Following, I resource—especially when the topic is that librarians supporting the business describe the standard tools I have used as new to me, like a recent request for development department in law firms a researcher in business development and an industry analysis of lawyers in the are in a position of enlightenment. There compare these tools with the survey healthcare mergers and acquisitions are many job opportunities outside the responses described earlier. practice. This referral stream has proven library, which your library science degree invaluable to me. I would also and experience can afford you in law Comparing Research Tools recommend Google custom search— firms. These opportunities are a direct Availability of resources varies at each your creativity may shorten your research result of the marketplace. U.S. law firms firm, depending in large part on the time and make you look like a genius. saw their revenues, expenses, and income firm’s budget and specific areas of We typically summarized our per lawyer increase in 2010, the first practice. If a firm has a niche practice, findings and added analysis or time this has occurred since 2007, i.e., private equity/fund formation or highlighted content presenting a business according to ALM Legal Intelligence’s mergers and acquisitions, the research opportunity. Working in BD promotes The Survey of Law Firm Economics. tools are typically sophisticated, offering collaboration with other departments in The earlier economic downturn has many fields to slice the data, and are the law firm and the technologies used caused a shift in law firm management usually expensive. in these departments. I regularly used a strategy, placing more reliance on For conventional competitive contact relationship management system business development and marketing landscape research, my go-to toolkit and email relationship management initiatives to increase profitability. included ALM research (both research system, which assist lawyers and business tool and the myriad ALM news sources). development professionals to organize “To keep a pulse on competitive ALM is the gold standard for law client and target contact information. firm comparison. To keep a pulse on law firms, we are always looking competitive law firms, we are always What the Future Holds at trends, be they in litigation, looking at trends, be they in litigation, The results from the survey as to which transactions, mergers, or private equity department at the law firm is requesting transactions, mergers, or private deals. Archetypal research topics include BD research indicates that business equity deals.” top law firms, legal climate, firms with development and marketing departments similar practices, lateral hires, locations, are driving the inquiries. My perspective and expansion into new markets. is that most of these requests arise from The legal profession continues to For litigation, both Lexis (atVantage) strategic business initiatives from the find itself in increasingly competitive and Westlaw (West Monitor Suite) firm’s shareholders and that the business markets. The focus on business provide fee-based databases that analyze development department is the conduit. development has, by necessity, case filings by dockets, practice areas, I expect the volume of these requests sharpened. The key to a successful courts, judges, and law firms (attorneys will increase or, at a minimum, stay flat. business development program in a too). Westlaw recently updated its There is already a greater demand for law firm is to provide lawyers with the product to include additional case competitive intel in the legal community, best possible competitive advantage analysis, called case outcomes, which as confirmed by the survey. Attorneys, in a highly competitive marketplace. measures and aggregates case stage and like most business people, are looking Recently, I spent some time at Proskauer case resolution metrics. With a smaller for tactical business advantage. Rose LLP in New York as a research budget and a bit more time, you can Gauging which department in law analyst, supporting the business manually look at the dockets on Pacer firms will house researchers to support development department. Proskauer and analyze your research. Excel is a nice business development is difficult, but Rose has a sophisticated business tool to use when doing this research I predict there will be a greater number development department with a large “old school,” as you can easily create of individuals doing CI research to team of professionals, including a few graphs and pie charts. support law firms (in-house and dedicated researchers. I was lucky My experience doing this type of consultants) and that the pool of enough to work with Wesley Beato, a CI doesn’t mesh with the results of researchers will include a myriad of CI junkie, who facilitated my transition the survey, in which respondents spent backgrounds, especially those in finance, from a corporate librarian position at an less than 25 percent of their time economics, accounting, and, of course, AmLaw100 firm. Beato also migrated summarizing business development library science. I from the library to business research. Our standard practice was to Trina L. Morrow (trina. development. summarize our findings, connect the [email protected]) is a research Altman Weil (a premiere law firm dots for possible revenue streams, and analyst in the New York office of SNR consultant group) recently said that the send the results to our client via email, Denton LLP, and Annemarie Donovan best way to increase revenue is “through attaching the sources of data for ([email protected]) is a litigation increasing a firm’s share of existing background. clients’ wallets. That, however, has The second largest area of my business development specialist at the New become competitive in a way it never research as a business development York office of Herrick, Feinstein LLP. was before with a booming economy analyst was spent on business strategies.

28 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:49 PM Page 29

A Day in the Life ooff the the Law Law Library Library Community Community Spectrum congratulates the 2012 photo contest winners and thanks all who participated

winter, “A Day in the Life of the Law Library Community” photo contest returned. AALL members took a wide range of photographs of law librarians working, meeting, This teaching, and doing all that law librarians do in a given day or week. More than 30 members from law libraries across the United States submitted 100 photos to the contest.

Second Place: “Snow Day”

by Holly Klejeski, library specialist at University of Notre Dame Law School in Notre Dame, Indiana

A tranquil setting in Notre Dame Law School Kresge Law by Rita Kaiser, Library’s South information Reading Room. resources manager at Morrison & Foerster, LLP in Washington, D.C. verall Best Photo OOverall Best Photo

Third Place:“Law Librarians in La La Land”

by Amber Kennedy Madole, reference librarian at William M. Rains Library, Loyola Law School First place: “I Wonder What it was Like to ‘Shelve a Book’” in Los Angeles

Yumi Blackwell, associate research librarian at Morrison & Foerster, evaluates the The paparazzi catch Loyola Law School library’s choices to use the shelves now that they access the reporters electronically. Reference Librarians Amber Kennedy Madole and Tom Boone in the stacks doing what all law librarians do in Los Angeles when no one is looking.

AALL Spectrum I July 2012 29 AALLJuly2012:1 6/13/12 5:50 PM Page 30

this year, the contest debuted a new category: Best Altered Image/Use of Special Effects. The AALL Public Relations Committee created this category And based on valuable librarian feedback. However,entries in this category were not eligible to win Overall Best Photo.

Category One Second Place:“Our Digital Future” LIBRARIANS AS INFORMATION EVALUATORS AND MANAGERS by Robert Linz, associate director and head of public services at the University of Colorado Law School Wm. A. Wise Law Library in Boulder

First Place:“I Wonder What it was Like to ‘Shelve a Book’” Max Linz, son of University of Colorado Law Librarian Robert by Rita Kaiser, Linz, digitizes a book using the information Atiz BookDrive Pro scanner. resources manager at Morrison & Foerster, LLP in Washington, D.C. Third Place: “Checking Out the Library” Yumi Blackwell, associate research by Marissa Fernholz librarian at Morrison & Michael Spoerl, Foerster, serials associate, evaluates the works to library’s choices eliminate the to use the shelves now that they access the reporters accumulation of electronically. dust at Drake Law Library.

Category Two LIBRARIANS AS TEACHERS AND TRAINERS Third Place: “MOOCing”

First Place: “When the Bluebook Hits Your Eye . . . Like a Big Pizza Pie”

by Sarah Glassmeyer, director of content development at the Center for Computer-Assisted Legal Instruction in Chicago by Carol Watson, director of the law library at University of Georgia School of Law in Athens Second Place:“ALR Instruction” A behind-the-scenes photo of the Massive Open Online Course (MOOC) offered by the Center for Computer- Student Services Librarian Maureen Cahill Assisted Legal Instruction. During the classes, Sarah treats 1Ls to pizza and tips on legal citation by Martha Smith, associate director at Glassmeyer, director of content development, interacts Florida Coastal School of Law’s Library at the University of Georgia School of Law. and Technology Center in Jacksonville with students and answers their questions or sets up their questions for the presenter to handle. C.J. Pipins, reference librarian, shows students how to use the ALRs in a secondary sources workshop in the Florida Coastal School of Law 30 AALL Spectrum I July 2012 Library and Technology Center. AALLJuly2012:1 6/14/12 8:02 PM Page 31

Category Three THE ARTISTRY OF LIBRARIANSHIP

Second Place: “Snow Day”

Third Place: “Peering into the Past”

First Place: “Research Rainbow” by TJ Striepe, faculty and access services librarian at University of Georgia Alexander Campbell King Law Library in Athens

by Leslie Leach, head librarian at Skadden, Arps, Librarian Jen Wolf views an exhibit at the opening Slate, Meagher & Flom LLP in Wilmington, Delaware by Holly Klejeski, library specialist at University of of the Special Collections Building at the Notre Dame Law School in Notre Dame, Indiana University of Georgia. “A research rainbow trudging through the tan and brown A tranquil setting in Notre Dame Law School glimmers softly on” Kresge Law Library’s South Reading Room. Location: Skadden, Arps, Slate, Meagher & Flom Library

Public Relations Committee judged all photo entries based on composition, quality, subject, lighting, creativity, and the ability to capture the spirit of law librarianship. The The committee selected the top five winning entries for each of the five categories. These top five entries were posted on AALLNET during National Library Week in April, and AALL members chose the final winners by voting for their favorites.

Category Four MOST HUMOROUS , Second Place: “She Loves Bieber( s)!”

by George Taoultsides, research librarian and student services coordinator at Harvard Law School Library in Cambridge, Massachusetts

There’s no one Heather at Harvard Law Library would rather spend Valentine’s Day with than the heartthrob of legal resources, Bieber’s!

First Place:“Stress Relief Babies—Circulate 2 Hours” Third Place: “Law Librarians in La La Land”

by Margaret Butler, associate director for public by Amber Kennedy Madole, reference services at Georgia State University College of Law librarian at William M. Rains Library, Library in Atlanta Loyola Law School, in Los Angeles

After evaluating a proposal, the Georgia State The paparazzi catch Loyola Law School University Law Library elected to make stress- Reference Librarians Amber Kennedy relief babies available for checkout. These Madole and Tom Boone in the stacks babies are special because they do not cry. doing what all law librarians do in Los Angeles when no one is looking.

AALL Spectrum I July 2012 31 AALLJuly2012:1 6/14/12 8:01 PM Page 32

Category Five BEST ALTERED IMAGE/USE OF SPECIAL EFFECTS

Second Place: “Librarian Comics”

by Francis Norton, reference librarian and associate professor at Loyola University College of Law Library in New Orleans

Foreign and International Law Librarian Nona Beisenherz uses her super librarian powers to literally reach into the web and retrieve a document for First Place: “Disco’s Not Dead” Francis Norton at Loyola Law Library.

Third Place: “Embedded Law Librarian Program: Make Sure You Read the Fine Print” by Joe Reimers, technology support assistant at University of Notre Dame in Notre Dame, Indiana by Cheryl Solomon, University of Georgia Alexander Campbell King An electric view of Notre Dame Law Library, Athens Law School Kresge Law Library’s Main Reading Room TJ Striepe, faculty and access services librarian at University of Georgia Alexander Campbell King Law Library, gets more than he signed up for with the embedded law librarian program.

to the winners, and thank you to every member who participated and shared Congratulations his or her photos with AALL.

32 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:21 PM Page 34

the reference desk By Susan Catterall

different languages. As cynical as that In at least two of the libraries in which Our library staff recently partnered sounds, I imagine we would recognize I’ve worked, the library staff came together with another department to the need to meet each other halfway. after the occasion and discussed what Q:sponsor a program. I, for one, Sometimes sharing a common language worked and what didn’t. Notes were kept, don’t believe that we received the blinds us to the various assumptions and if we planned to repeat the event, recognition we deserved. I not only felt as if and expectations we each have. Creating we reviewed the notes before doing so. we contributed more than half of the effort and maintaining a relationship can be Ideally, the debriefing should include both but that often we were kept out of the loop challenging. This is especially true when departments. Your co-sponsors may lack the and were left scrambling for information. you’re trying to blend the different inherent organizational skills of librarians, This is the first time we’ve worked with this communication (that word again) and but they no doubt appreciate them. other department, and I honestly believe working styles of two departments. they will want us to work with them again. If we believe the adage that the whole is Why wouldn’t they? We know how to greater than the sum of its parts, then we You mentioned that you didn’t feel as if follow through. How can I make sure that also have to believe that the effort is the library received the recognition that we aren’t taken advantage of in the worth it. it deserved. Is it possible that the other future? department is feeling underappreciated by the library? Did you and your staff make a Did your two departments ever point of acknowledging that department’s I hear your frustration, have an initial meeting? I ask efforts? Once again, I find myself and I guarantee that it’s because I’ve been in situations emphasizing communication. In any case, A:evoked many responses that started with a sentence I commend you for your willingness to try among our colleagues. As librarians, or two traded in a hallway and something new and to do it again until we tend to be the ants rather than the spiraled into an exchange of hastily you’re satisfied by the results. grasshoppers. However, I also sense your drafted emails and missed phone calls. willingness to try again. Both viewpoints Given those foundations, I shouldn’t have are a testament to our perfectionist streak. been surprised when significant fragments Susan Catterall (scatterall@charlotte It also demonstrates optimism and a of information vanished like the mist, but law.edu) is reference librarian at the readiness to learn from our mistakes. The I was. Even if there was no initial meeting, Charlotte School of Law in North Carolina. challenge now is figuring out what you did each of the departments delegate a can do differently in the future to ensure point person, someone who was the official that both parties are satisfied by the spokesperson? I suggest that going collaboration. You didn’t provide a lot of forward, you consider doing both. details, but it sounds as if this enterprise was short on communication and managed Are you in a sticky situation with a expectations. Also, as part of managing expectations, colleague? Looking for ways to discuss determine a standard method of advancement with your supervisor? communication between the departments. Send your questions to columnist Let’s start with communication. I’ve come Even if plans are fluid, regular interaction Susan Catterall at scatterall@ to believe that we might actually do a will cut down on the misunderstandings. charlottelaw.edu. better job of interacting if we all spoke Was there a debriefing after the event? announcement Don’t Miss Out on an Exciting New Year—Renew Your Membership Today

As the only national association dedicated webinars will cover management, • AALL is offering a discounted exclusively to law librarians’ needs and technology, and client services. membership rate for AALL members interests, AALL can tap into the power of who are recently unemployed ($58 the law library community to provide you • AALL2go, your online center for instead of $228). Unemployed AALL with resources you need to succeed in professional development, brings members should fill out the online today’s environment and to ensure that the continuing education programming form at www.aallnet.org/join. profession remains strong and vital now to your desktop, including more than and in the future. If you haven’t renewed 100 free programs for AALL members. For more information or to renew your membership online, view the application already, be sure you do today so you don’t • AALL’s online Career Center provides miss out on valuable member benefits. forms on AALLNET at www.aallnet.org/join. advanced resume and job search If you have any questions about your • Monthly webinars to help you stay up to features, whether you’re looking to membership renewal, please contact date on the latest trends and improve find or fill a position. AALL Membership Services Coordinator your job performance. Next year’s Hannah Phelps at [email protected] or 312/205-8022.

34 AALL Spectrum I July 2012 AALLJuly2012:1 6/13/12 5:58 PM Page 35

What article titles would you like to see written for your COO, managing partner, member to member dean, board of trustees, judge, etc.? —John Edwards, associate dean for I think a great title Title: “What happens when you try to information resources and technology for many head squeeze blood from a turnip and run and professor of law at Drake University honchos out there out of turnips?” Librarians have been Law School in Des Moines, Iowa to see would be: performing miracles for quite some time “If you think our by producing organization can amazing results The title would be: “Your local star: the run without a with very limited library’s catalogue.” The synopsis would be: Kevin Coakley-Welch law library, think resources. In the When you need to do research, look first again.” Luckily, current legal to your catalogue. You will find materials my organization’s downturn, some you own, subject headings you can use in leadership is very supportive of our law libraries that had Google and other databases, and virtual library. Sadly, though, I know many libraries been cut to the browsing of your collection; also URLs to and librarians who don’t enjoy such bone are now outside databases. Your local catalogue will also present the achievements of your own support and/or respect. John Edwards facing even more personnel, partners, and faculty. Do not —Kevin Coakley-Welch, law librarian at the cuts. Some deans overlook this useful tool! Office of the Attorney General in Boston and faculties (like ours) understand the critical roles the library performs and see daily the —Phoebe Ruiz-Valera, catalog librarian Articles on the importance of balancing invaluable services librarians provide to at Cleary Gottlieb Steen & Hamilton LLP in print with online resources. I know this is faculty and students. At institutions where New York an old issue, but it’s still valid for a group this is not the case, librarians need to who wonders why we have libraries when assess how to best deliver that message. it’s all on the internet. —Anna Cole, Miles & Stockbridge PC, Next Issue of Baltimore Spectrum

memorials Here’s a taste of what you can look forward AALL Spectrum has been advised of the death of Laura Bedard. to in the September/October issue of Spectrum: Ms. Bedard served as special collections librarian at Georgetown University Law Library in Washington, D.C., until her death. She passed away on May 7. • A law library blends a rare book exhibit with a AALL Spectrum carries brief announcements of members’ deaths in the self-guided QR code tour and virtual exhibit “Memorials” column. Traditional memorials should be submitted to Janet Sinder • Attorney general libraries at Law Library Journal, Brooklyn Law School Library, 250 Joralemon St., Brooklyn, NY 11201 or emailed to [email protected]. • Hiring and training of law students for student positions • Improving institutional repository content discovery through your local catalog

“But it’s Not Required!” Regardless, Why Law Students Should Excel at Legal Research By Jennifer (Marshall) Pesetsky tinyurl.com/8xcp4ys Getting Comfortable with Corporate Law Research For students to succeed in law school, pass the bar exam, and find a job, they By Sarah Shik Lamdan do not need to learn how to research well. However, to be an effective lawyer, tinyurl.com/82vduqx one must research proficiently by understanding the cost and functionality of many different research tools. Westlaw and Lexis, like Disney, try to get This brief article consumers hooked before they are required to evaluate the explains the utility of cost of the research tool (or, in Disney’s case, the princess corporate and business underwear). This article discusses what law students law research in legal should learn about research while in law school and how research settings and we, as teachers of law students, can put the big vendors’ offers tips for marketing efforts into perspective and facilitate a breadth familiarizing oneself of student learning. with corporate, business, and security law research tools and jargon.

AALL Spectrum I July 2012 35 AALLJuly2012:1 6/13/12 5:21 PM Page 36

Share Your Views with Spectrum

Many law libraries have interesting or dramatic views of cityscapes, mountain ranges, or beautiful vistas. Others boast amazing interiors, sparkling views facades, or artful landscaping. What views of your library are meaningful to you? Whether it’s the atmosphere surrounding your reference desk or a moment captured on your morning commute, this is your chance to share it with AALL. In order to be publishable, pictures must be of relatively high quality. Although we can work with a print, digital submissions are better. Digital submissions must be high-resolution (300 dpi). Depending on the number of submissions received, we will publish one or two photos in each issue of Spectrum and post them on AALLNET. Photos will be published on a first-come, first-served basis. Publication of a submitted photo is not guaranteed. To submit a photo, or if you have questions, contact AALL Marketing and Communications Manager Ashley St. John at [email protected].

background image © iStockphoto.com

Looking toward the New River from the Jeanne Underhill Reading Room at the Lamar Warren Law Library of Broward County, also known as Broward County Law Library, in downtown Fort Lauderdale, Florida. The reading room is named to honor Underhill’s 30 years of service. She currently serves as director of the library. from you

The view from the window of the Montgomery County Circuit Court Law Library in Rockville, Maryland, which overlooks the 36 AALL Spectrum I July 2012 central atrium of the courthouse, evokes thoughts of an M.C. Escher work. Photo by Kate Martin, law librarian. AALLCovJuly2012:Layout 1 6/13/12 3:57 PM Page 3

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© 2012 Thomson Reuters L-377233/6-12 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters. AALLJuly2012:1 6/13/12 5:29 PM Page 7

Visit us in Booth #214! Discover Oxford at AALL in Boston

Visit the Oxford University Press booth and discover how our online law resources and noteworthy print titles can enhance your library collection. While you’re at our booth be sure to enter our Discover Oxford Passport Raffle for a chance to win prizes including GPS systems, Nook tablets, and more. Save 20% off all titles on display or sign up for a free trial to one of our online law products.

Don’t miss a special book signing by Attend a demo on our law an OUP author online resources including these featured products:

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For more information about Oxford University Press at AALL, please visit www.oup.com/us/aall2012 1 AALLJuly2012:1 6/13/12 5:31 PM Page 8 AALLJuly2012:1 6/13/12 5:20 PM Page 23

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Transparency and the Members’ Briefing Executive Board

American Association of Law Libraries AALL Spectrum July 2012

Did You Know . . . What the Executive Board Does? Opening the Door By Darcy Kirk This third and final Members’ Briefing during my year as AALL The position of the president is implement many of them, including some president attempts to open the bookended by a year as vice president suggestions for improving the Annual door to the work and words of the and a year as past president. Once elected Meeting, some new communication AALL Executive Board. The briefing vice president/president-elect, I quickly tools and methods (including greater responds to members’ desire for learned that I was in training for my transparency), and some immediate follow increased transparency on the presidential year. That training involved up to the Futures Summit. part of the Association and its committee vice chair selection at the leaders. Transparency and better Appointments Committee meeting, In addition to setting a direction for the communication are issues that can selection of new members for the Association at a high level, the president plague any organization. I have Nominations Committee, selection of is also the chair of the board. As such, the made several attempts to improve a theme and logo for the meeting in president sets the agenda and conducts the communication this past year; this Boston, and more. In addition, the travel board meetings. Running effective board series of Members’ Briefings, titled that is the “hallmark” of the presidential meetings requires the skills of a listener, “Did You Know … ,” is one such year began to increase dramatically in the a thinker, and a diplomat. All points of attempt. Transparency is also one second half of the vice presidential year. view must be shared and discussed while keeping the agenda moving forward in a of the four goals in the report of At first, the additional work was timely fashion. the Future’s Summit Drafting both overwhelming and daunting. Committee. Thus, I thought it Even though I had been on the All the while during the presidential would be useful and informational Executive Board previously in the role year, the planning and preparation for to share with you some details of secretary, I knew little of what added the Annual Meeting goes forward apace. about the work of individual board responsibilities the president had beyond I am regularly in touch with the Annual members. Generic board member what I saw at board meetings or inferred Meeting Program Committee and Local job descriptions can be found on from my work on the board. That said, I Arrangements Committee about their AALLNET, but personalized job knew I was taking on a large job. Indeed, progress. I also consult with the descriptions from the words of some running for the position of president AALL meetings and education staff current board members help to was not something I took lightly. But about details regarding the meeting. illuminate the work involved, the I also knew that it offered me a unique I also have been active with our pressures faced, and the fun that is leadership opportunity. For one year, government relations advocacy efforts. the job of an AALL board member. I had the chance to lead an Association I have submitted testimony on state I hope you enjoy these shared stories that I valued and loved. I could be and federal legislation (sometimes a and reflections from current board creative with an initiative or two, which president has done so in person), and members. could have an impact on the Association I have sent letters in support of advocacy and its members going forward. Most efforts at the state and federal level. We importantly, I knew that I would not be are lucky to have an impassioned staff in alone but would be joined by many our government relations office, as well members of AALL who would work as our equally impassioned members hard to make the year a success. I am who work at the state and chapter levels. Darcy Kirk also privileged to work with a terrific AALL President, 2011-2012 and dedicated Executive Board and staff. Finally, I could not finish my comments without mentioning the extensive travel I began the year by thinking about the required of the president. The president Association. I saw a need for engaging represents the Association at three members in new ways. We had an aging international meetings (those of The membership with a growing distance British and Irish Association of Law from our newer members and some Librarians, International Association of growing separation between the different Law Libraries, and Canadian Association types of library members. So I initiated of Law Libraries) as well as three to five the Futures Summit to discover what chapter meetings, The Association newer members were thinking about of American Law Schools’ annual AALL and the profession of law meeting, and the Mayflower Conference librarianship and how we could encourage (where representatives of law-related them to become more involved in both. organizations come together to discuss At the same time, the Executive Board and related issues/concerns). I have also staff were beginning a process to evaluate made other trips for meetings when it the Annual Meeting. Changes for AALL has been necessary to represent AALL. were underway. We embraced the need Every trip is an opportunity to meet new for those changes, and we have moved to people, share ideas, and get the word out AALLMBJuly:AALLMembbrief_Dec 6/13/12 3:52 PM Page 2

American Association of Law Libraries AALL Spectrum Members’ Briefing July 2012 2

about AALL and what it has to offer. fundamental changes scheduled for the meetings and to participate fully in the But I could not have traveled so much Annual Meeting educational landscape. governance of the Association. The IPP nor spent all the time I have on AALL serves on various board committees at As an officer, communication with matters without the support I have the pleasure of the president. Aside from members on the workings and activities of from the faculty and staff at my home chairing the Executive Director’s Review AALL is vital. However, more important institution (the University of Connecticut Committee, I have served as the chair is what members have to say through School of Law) and, especially, the of the Executive Board Administration face-to-face conversation, email exchanges, staff of the Library and Information Committee. This committee is charged or reading survey responses, as these Technology department. with overseeing the updating of the forms of communication inform and board job descriptions and the various Jean Wenger motivate the Executive Board and me. board policies as outlined on AALLNET. Vice President/President-Elect During my tenure on the Executive Finally, the IPP serves as a sounding Immediately upon my election, Board from 2007-2010 and now, I’ve seen board and resource for the current I was humbled, challenged, and how a well-run meeting facilitates robust president. The IPP can offer a unique energized all at the same time. The vice discussion among board members. perspective to the problems the current president/president-elect truly sits at Recognizing that I’ll soon be at the president is facing. While being careful the intersection of membership and the helm, I pay particular attention to Association. The special relationship meeting mechanics and the nuances not to offer unsolicited advice or to state of the Association to the members has of leadership. All board members have his or her opinion too forcefully, the IPP always been critically important to me. something to say, and perspectives shift is ready to offer counsel to the incumbent. AALL offers a unique experience in from interest in a type of library or Deborah Rusin that it provides a community solely particular library function to what Secretary committed to members’ success and internal and external forces impact our their satisfaction in the profession. members and how the Executive Board When I originally agreed to run for the As vice president, my professional can best respond. AALL Executive Board, I could never have peers have offered me the opportunity anticipated the level of rewards and self- The vice president/president-elect is to ensure these goals are met. satisfaction I would feel by serving our intricately involved in the workings of membership. As the secretary of the The vice presidential year is defined by AALL. You gain a greater appreciation Executive Board, my “assigned” duties planning and strategizing at many levels. for the role of the Association in the lives and responsibilities include but are not The planning day prior to the spring of members, and this carries me forward limited to: preparing for and attending all board meeting allowed me to reflect on as I begin to carve out a path for growth board meetings and working with the what members need from AALL both and accomplishment in the next year. Executive Director and AALL staff on the now and in the future. As the Association Joyce Janto preparation of the minutes of the Executive leadership, we need to ensure that our Past President Board meeting; writing the “From the work advances the Association’s strategic Secretary” column for Spectrum after each directions and that AALL membership is During her presidential year, my board meeting; making chapter visits; always a positive value proposition for predecessor, Cathy Lemann, had a son serving as a committee liaison (I serve as law librarians. get married. Cathy later claimed this liaison to the Bylaws and Resolution was excellent practice for her role as A big part of this year is preparing Committee); attending board events at the immediate past president (IPP). Like for the next year as president. The Annual Meeting (I attend meetings with the mother of the groom, the IPP should first part of the vice presidential term the parliamentarian prior to Business wear beige, smile a lot, and keep her is concentrated on organizing and Meetings at the Annual Meeting); and mouth shut. While Cathy said these planning. I carefully considered the generally participating in Association words in jest, the message behind the state of the profession and unfinished governance (I approve final wording for words was quite serious. The most business of the current strategic plan. AALL official ballots prior to their mailing, important thing for the IPP to remember During the second half of the year, receive the results of the AALL Executive is that he or she is the past president: he activities pick up with populating Board elections, and call all candidates that or she is no longer the star of the show, AALL committees, conducting day with this information). the one who gets to set the course for orientation, filling representative the Association. He or she must learn to But my role includes so much more. vacancies, and working with the yield, as gracefully as possible, the reins I make sure that I am present to president and executive director for of leadership. represent the entire AALL membership, the upcoming year. not just a particular subgroup or sect. The position of IPP is not totally idle, Preparing for the 2013 Annual Meeting however. One of the more important I see my role as making sure that I carry in Seattle has been one of the most duties is serving as the chair of the the voice of the entire AALL membership fulfilling and rewarding responsibilities Executive Director Review Committee. and that I take the concerns and cares of being the vice president/president- As chair, the IPP is responsible for of the general membership back to the elect. This year, I have focused on soliciting feedback from members as to several tasks: identifying a theme that board and at the same time take what the performance of the executive director, is discussed and decided at the offers a strategic focus for our diverse working with the executive director in membership; selecting chairs of the board meeting and share it with the formulating her self-review and goal- membership. While I am one of the Annual Meeting Program and Local setting, and compiling the evaluation. Arrangements Committees; working Executive Board members who comes with members and Association The IPP also serves as a full member of from a private law library setting, my role leadership to make this premier event the Executive Board. As a board member, serving on the board is about hearing the more relevant and attractive to members; the IPP has the same responsibilities as concerns of the entire membership and and guiding and supporting the every other board member to prepare for seeing that all members’ voices are heard. AALLMBJuly:AALLMembbrief_Dec 6/13/12 3:52 PM Page 3

American Association of Law Libraries AALL Spectrum Members’ Briefing July 2012 3

Susan Lewis the membership of such a wonderful Last, I have to mention the incredible Treasurer profession. relationships and friendships I have developed with my fellow board I am finishing my second year as Diane Rodriguez members, the AALL staff, and members treasurer of AALL, and it has been a Board Member all over the country. Although my term real honor to have had the chance to I was pleasantly surprised to be is almost over, I know that the passion fill this important role. When I ran and understanding I have gained for for the office, I did not fully appreciate appointed to the board in spring 2011 to fill in for a resigning member. I was law librarianship will continue to grow. the complexity and richness of the It has been wonderful to participate treasurer’s job, and I have enjoyed just completing my year as chair of the Council of Chapter Presidents, so I had as a member of this team, and I would learning from AALL’s director of finance encourage every member to consider and administration. some experience working with the board going in. Although my term was shorter serving in AALL leadership. The essence of my volunteer role as than the full three-year term, I have Donna Williams treasurer and as chair of the board’s learned a tremendous amount about our Board Member Finance and Budget (F&B) Committee is profession and the Association. What oversight of the Association’s financial struck me from the beginning was how Being a board member is extremely affairs, to ensure that its resources are incredibly dedicated board members important to me. I want to make well managed and spent in conformity and AALL staff are to the profession and the best choices and most informed with AALL’s financial policies. It is the the Association. The duty to serve goes decisions possible. To do that takes treasurer’s job, with guidance from the far beyond reading board books and a lot of time and research (inside F&B Committee, to review and oversee attending meetings. For the past year and outside of work) to make sure that funds are being managed properly and a half I have tuned in to every everything the board does is in the best and to set the policy for investment and facet of our profession: library types, interest of the Association as a whole. fiscal matters, consistent with the librarians of all kinds, age groups, Keeping in mind that AALL can’t please Association’s financial policies. education, advocacy, leadership, politics, everyone is always hard. I can take My role involves more than just financial strategy, the future of the profession . . . criticism when it’s based on fact— matters, though. Board meetings present the list goes on. we can change for the better! On the other hand, it can be difficult knowing a mix of personalities, issues, and As a past chapter president and council that certain criticisms are based on priorities. Board members are passionate chair, I felt I kept my fingers on the pulse incorrect information. Isn’t it the writer’s about the Association and its beneficial of the profession, but not until I joined responsibility to make sure that sources place within our profession, and we all the board did I truly realize the scope are valid and verified for accuracy? feel affection for, and loyalty to, the of everything we try to do. As a board members of our profession and AALL. To know that members think postings member at large, I am liaison to a are true and that they feed off incorrect My orientation is that of an academic number of AALL committees. I work law librarian, and I find it helpful to information has been the hardest part closely with the committee chairs and of being on the board for me. hear the perspectives of my private and vice chairs to help move their goals along state/court/county colleagues on issues; as well as help them coordinate with That said, there are many wonderful they may raise considerations that other committees on related projects. I parts to being a board member: would not have occurred to me. When bring their bigger issues before the board • Attending board meetings and we consider an agenda item raised by a and act as an advocate to assist in getting reading board books: Along with member or AALL entity, I try to consider approval for their ideas and proposals. various points of view on that issue and all of the travel arrangements also try to see it as I might have when This year I chaired a special come reading, comprehending, and I was a newer librarian, not then privy committee that reviewed and made researching items in the board books. to the conventional wisdom of the recommendations based on Velvet I like to go into a meeting thoroughly profession or the Association. Chainsaw Consulting’s recommendations understanding all the issues facing regarding revising and restructuring the us. Sometimes that takes contacting The recent Futures Summit opened AALL Annual Meeting. This was an people to find out the situation my eyes to how newer members of intensive project requiring much in further detail. In the meetings, our profession see the Association and discussion and gathering of feedback issues are thoroughly discussed their place within it. I listened to newer from members, SISs, committees, and and questions are answered. I have members talk about how they prefer to chapters. Although the process was quite always come out of a board meeting connect and network with colleagues time consuming, the fact that I was able reinvigorated about our profession! and how they like to participate in to speak to so many members who are AALL activities. I thought about how • Board committee assignments: truly passionate about our continuing they might view some of the issues I have been on the Administration education and the future direction of our considered recently by the Executive Committee and am now on the profession and put those ideas to work Board, and their comments made me Finance and Budget Committee. made it a very satisfying experience. think differently about those issues. I question items when I’m unsure of what something is and why we are One of my favorite parts of being a I have seen the other volunteer members doing it. I like to make sure it’s not board member is the chapter visits. of the Executive Board strive to do what “just always done this way.” is right by our members. I am impressed I thoroughly enjoy experiencing the with their dedication to the interests of unique people and qualities of each • Other board committee assignments: our members and the time they invest chapter. Each has its own way of doing Handling other ad hoc committees in making AALL worthy of its members’ things, but the leadership’s dedication to is important. I was on the Strategic continued support. It is an honor to be promoting and enhancing our profession Directions Committee and the able to serve with them and to serve is consistent throughout. Caucus Formation Policy Committee. AALLMBJuly:AALLMembbrief_Dec 6/13/12 3:52 PM Page 4

American Association of Law Libraries AALL Spectrum Members’ Briefing July 2012 4

Reviewing all feedback from members times AALL staff has dealt with • Finally, to help us accomplish all these and trying to make the best decision similar situations before and can tasks, we are fortunate to have the for the majority is a requirement. provide an immediate answer. assistance of AALL staff. They are extremely helpful and give wonderful • Committee liaison role: Contacting • Chapter visits: I enjoy chapter visits guidance when necessary. While it all of my committee chairs throughout immensely. This is where we get to takes individual volunteer members to the year to make sure the committee meet, talk, and listen to members one make AALL thrive, it also takes a staff is running smoothly is essential. I on one. We are usually asked to speak of extremely capable people to make participate in all conference calls, deal and give an update on AALL. It takes a AALL the great Association that it is with problems that arise, and make lot of work because you need to know today! sure all questions are answered. Many “everything AALL” (which is a lot)!

A Day in the Life of the AALL President By Darcy Kirk

6:30 a.m. 9 a.m. print out information from chapter Alarm rings. Monday morning. I am Director’s Council meeting: websites—newsletters, list of chapter instantly reminded of the song by the senior staff of law library and IT. leaders, etc.—to prepare for visit. Bangles—”Manic Monday.” My mind starts to kick into gear. What is going 10:30 a.m. 3 p.m. on today at work? But especially— Weekly meeting of Law School Review paper mail (in my staff what is going on today regarding Dean’s Cabinet. mailbox), including Chronicle of Higher AALL? Education (I normally teach Higher Noon Education Law but am not teaching 7 a.m. Back to email while eating lunch. this year), local bar association paper, Look over calendar and check for • Message from headquarters and various ads. conference calls and meetings. regarding request for Executive What do I still need to prepare for? 3:30 p.m. Board chapter visitor. Follow up: Turn to several in-progress writing Eat breakfast, scan daily (print) It is my responsibility to decide newspaper. projects. Add a paragraph or two to who from the board will go (while current “From the President” column 8 a.m. attempting to honor the individual for Spectrum. Add to outline for Hop in my car and drive the short chapter’s request for certain board speaking engagement for upcoming distance to work. members and the chapter visitor chapter visit. rotation, which describes when the 8:15 a.m. chapter is due a presidential visit). 4 p.m. Arrive at work. Greet co-workers. I determine who I would like to Chat with library administrative Turn on my computer; open email. go and call the board member services director about current library Find emails on the following AALL to ascertain his/her availability. issues such as upcoming budget issues: Respond to headquarters with request, staff office moves, librarian the name of the board visitor. searches. • Message from chair of the Government Relations Committee: • Message from AALL Executive 5:30 p.m. Reminder of the monthly Director Kate Hagan regarding Rowing practice. conference call with GRC, including member request. Follow up: My attachments with agenda for the response to a member will most 7:30 p.m. call and minutes from the last call. often be by telephone (more Arrive home. Shower and prepare Follow up: Print out agenda and efficient) or email. Depending on and eat dinner. make notes for call. Review minutes the request, there will be several 8:30 p.m. online. “back and forths” with committees Back to email: or SISs to resolve the issue/concern. • Message from a committee chair: • Message from Hagan regarding the A committee member has resigned. • Message from law school agenda for the upcoming Executive Follow up: It is my responsibility to admissions dean—admissions Board Meeting. Follow up: Review select a member to fill that vacancy. committee meeting has been agenda. Make notes for discussion Determine possible new member(s). rescheduled. And can you read with Hagan on our weekly call. Call possible new member to see a few more files? Follow up: whether he/she is willing to serve. Thanks, and yes. • Message from AALL headquarters Once new member located, notify with VIP list attached for Annual AALL headquarters and committee 2 p.m. Meeting. Follow-up: Review and chair. Make travel arrangements for respond. upcoming trips: this time, it’s back- • Jump to my AALL email (I have to-back chapter visits to the Chicago • Email from headquarters regarding a separate AALL email address). Association of Law Libraries and a conference call with the Annual Respond to message from a member Arizona Association of Law Libraries. Meeting keynote speaker. Follow up: remarking on the AALL e-news. Create file folders for the visits and Check calendar and respond.