LEGAL

RESEARCH

BOOT CAMP

SESSION II

RALPH MONACO

THE NEW YORK LAW INSTITUTE

RMONACO@NYLI.ORG

LLAGNY Welcomes

you to….

LAW LIBRARY MANAGEMENT

• Pressure especially on firm libraries to change their service model

• Consolidation and globalization of firms

• Increased client demand for cost effective legal services

• Impact of technology

• Focus form library as place to library as resource. Transformation of library as place is not new but pace of change more challenging.

• Services the staff designs to connect users to the right materials regardless of format

• Affects all operational aspects of library management

• Space planning and design • Acquisition and maintenance of the collection • Budgeting • Training

LAW LIBRARY MANAGEMENT

• Law firm, law school libraries, and corporate legal departments, are to some degree affected by these changes

• Although the library setting may be different, when viewed through the managerial lens, many of the issues are quite similar.

• Law librarians can leverage their skills to provide leadership in the provision of research and collateral services to their patrons.

PRIVATE LAW FIRM LIBRARIES

• Financial Management

• Talent Management

• Collection Development

• Marketing

• Practice support

• Competitive intelligence

• KM

BUDGETING

• Library manager must consider approaches to intelligent

retrenchment in expenditures while maintaining integrity

of services

• Ability to cancel items that are no longer necessary

redirects monies to item necessary to retaining vibrant

and institutionally centered library operations

COLLECTION

DEVELOPMENT

• Review elements of a formal collection development policy

• Legal resources migrating rapidly from print to digial format or hybrid of both

• Highlight cost-effective strategies to enhance a law firm library collection

• How to extend the firm’s collection using external libraries

• Measuring collection usage

• Answering collection development challenges & opportunities

COLLECTION

DEVELOPMENT

• Draft a policy statement

• Basic elements: selection, maintenance and access

• Core, ancillary, jurisdictional, and topical

• Regional and practice area differences

• Lateral hires with new practices

• Ensure your policy provides the essential print and electronic resources needed to support the firm’s practice

• Include all stakeholders in your decision-making process

• Establish a budget for each practice based on the relative size of the group and the economic importance to the firm

• Change strategy from:

“just in case” to “just in time”*

JUST IN CASE JUST

IN TIME

• Law firm libraries are migrating from ownership to access model

• Pressure to continuously cut the library budget

• Reduction of physical plant requires continued migration to digital format

• Looking to collaborative technology to fulfill the information needs of attorneys

• Continue same level or increasing service

MEASURING

COLLECTION USAGE

• Quantifying activates or functions essential

• Objective way to measure the use of services and

resources

• Important areas to measure

• Electronic resources

• Circulation statistics on print resources

• References services

MEASURING COLLECTION

USAGE

• Research Monitor

• OneLog

• Lookup Precision

• Reftracker

• Innovative, SyndeyPlus, EOS circulation modules

• Conflicts

• Dockets

• Records

• CLE

• Business development

• Marketing

• Practice support

• Competitive intelligence

• KM

BEYOND THE LIBRARY

REPORTING UP

• CEO/ CKO/ CMO/ CIO/ COO/ ED/ MP

• Practice group leaders

• Office administrator

• Peer group

• Prepare for change

DIANE M. GOLDSTEIN

MANAGING DIRECTOR, RECRUITMENT

BST AMERICA

STAFFING MODELS

• By location – Office

• Satellite

– Regional • US/ Non-US

• By function – Acquisitions/ Tech services

– Reference

– Competitive intelligence

STAFFING MODELS

• Operational

– Outsourced

– Insourced

• Functional

– Embedded

– Virtual

EMBEDDED RESEARCHERS

• Senior staff assigned to practice and

industry groups.

• Attend group meetings

• Cultivate direct relationships

• Develop resource and needs expertise

• Work with managers and group leaders

to develop services & resources

MANAGER LIBRARY RESEARCH

SERVICES (“WORKFLOW

COORDINATOR”)

• Centralized reference services

• Leveraging staff skills and availability including implementation of virtual reference desk

• Workflow coordinators monitor research traffic and reminds the team about issues that have not been claimed

• Issue tracking software infrastructure for receiving, researching and responding to reference request without in person interaction between librarian and patron

• Location becomes less relevant when implementing virtual or shared reference desk

MANAGER LIBRARY RESEARCH

SERVICES (“WORKFLOW

COORDINATOR”)

• Virtual reference and Issue Tracking is

• Act of receiving, researching, and resolving a reference request without any face-to-face interaction between librarian and client.

• via email, an online chat, a text message, even a bulletin board post on an intranet web page.

• No longer matters where patron and researcher are physically located. Laptops, Blackberries, smart phones, Wi-Fi and a host of Web 2.0 applications allow patrons to quickly get in touch with researchers regardless of where either person is at that moment.

.

MANAGER LIBRARY RESEARCH

SERVICES (“WORKFLOW

COORDINATOR”)

• But the need for research is constant – it doesn’t just stop

when the ‘local’ researcher is out of the office. Our patrons take

comfort in the knowledge that someone within our network of

professionals is going to be able to respond to their request.

• Our geographic distribution allows us to offer research

services from 9 AM – 9 PM five days a week. GT research

requests are submitted to a common research email address.

GT research requests are submitted to a common research

email address.

• Once the patron clicks the ‘send’ button, the new request

instantly appears on a centralized electronic bulletin board that

each researcher monitors. Occasionally, when the department

is particularly busy, an issue may sit for an undue amount of

time, in which case the issue text goes from black to red.

VIRTUAL SERVICES

• Centralized Reference

– Workflow management • RefTracker

• Numara FootPrints

• Inhouse system

– Metrics

– Research database

– 24/7

• Reference Services Manager/ Workflow Coordinator

VIRTUAL SERVICES

• Virtual reference desk with librarians from all offices answering questions from

patrons firm-wide.

• Bring research services to far flung users – tech - Intranet – wiki Simple web page w/

resources, FAQs

• Reengineer workflow to gain efficiencies. firm-wide reference e-mail in order to take

advantage of staff across all of our offices. central email box - easy in Outlook, w/

rules to forward to librarians via email (for blackberry).

• More robust solution - Ref desk workflow tool – use what have (IT ticket / incident

system, Notes, Sharepoint, Metastorm, new matter intake), or bus case for

commercial tool (Reftracker, Numara FootPrints)) – identifies and collects data by

user, manages assignment of research, provides status updates, creates knowledge

base (careful about copyright). Can quantify everything!

• Language, jurisdiction, research expertise --- all present challenges so must manage

users expectations

• Challenge to foster teamwork: Collaborate on projects via technology & old fashioned

phone calls, webinars, video confs., email rules!!. Video phones!

• Share common standards & procedures and technology

• Host retreats, conferences – even virtual

• Put mix of staff from diff offices on project teams – or beta a product

• Provide cont ed across office lines

• Break down silos based on specialization - cross "expose" if can't cross-train. Be

creative with staff you have. Focus on competencies not titles

Reference Services Manager/ Workflow Coordinator - an emerging specialty

CENTRALIZED REQUEST

System

DIANE M. GOLDSTEIN

MANAGING DIRECTOR, RECRUITMENT

BST AMERICA

ACADEMIC LAW LIBRARIES

• Management of Financial and Personnel Issues

• Collection/Resource Management

• Faculty Liaison

• Teaching

• Training

• Scholarship

ACADEMIC LAW LIBRARIES

• Driven by accreditation ABA Standards

• Council of the Section of Legal Education Standards and Rules of Procedure for Approval of Law Schools

• ABA standards reflect a time when quantity as measured by the size of the collection was considered the most important measure of quality

• New standards proposed recognize current realities

ACADEMIC LAW LIBRARIES

• Standard 606 “the law library shall provide a core collection of essential materials accessible in the library as well as provide a collection that either through ownership or reliable access meets the research needs of students, curriculum supports scholarship and research services of faculty

• Revisions to current Standard 606 reflect the change from an emphasis on ownership of materials to providing reliable access to legal information. The proposed Standard also links the choices of format and means of access to the needs of the institution. Proposed Integration 606-2 elaborates on the definition of “reliable access” by providing ways to meets the Standard through ongoing access to databases or participation in a formal resource-sharing arrangement with other libraries

MEASURING COLLECTION USAGE

• ABA require reporting of statistics of public service

activity

• Number of reference request, training classes, students

trained

• LibAnalytics from Springshare

• Desk Tracker

NEW YORK LAW SCHOOL

REFERENCE & INSTRUCTIONAL

SERVICES LIBRARIAN

DESCRIPTION:

New York Law School, a dynamic urban law center in the heart of Tribeca, is seeking a professional reference librarian. The Library houses more than 500,000 volumes of books, microforms, and audio/visual materials and offers a full range of electronic subscriptions to support the needs of more than 90 full-time faculty and approximately 1,500 students in day, evening and LL.M. divisions. Many of our academic programs are anchored within one of the school’s research centers.

Our library team works together to provide extensive reference service and research instruction to the entire law school community. Each reference librarian:

• Participates in our robust Faculty Liaison Program;

• Participates in providing required Electronic Legal Research instruction to the first year class and teaches in our extensive Research Skills Workshop Program. Formal teaching opportunities are available through appointment to the rank of Professor of Legal Research;

• Develops instructional materials and related research guides for various curricular areas;

• Promotes new information resources and emerging technologies;

• Serves on various library & law school committees; and,

• Shares weekend and some evening hours.

NEW YORK LAW SCHOOL

REFERENCE & INSTRUCTIONAL

SERVICES LIBRARIAN

QUALIFICATIONS:

• MLS and JD degrees are required.

• A minimum of two years of reference experience in a law library and experience teaching legal research skills classes is strongly preferred.

• Experience with legal and non-legal electronic information resources; ability to teach legal research classes

• Excellent written and oral communications skills

• Strong service commitment; and evidence of ability to work well with faculty, students and staff in a variety of settings, are essential.

• Reading knowledge of a foreign language, familiarity with foreign legal systems and interest in foreign, international and comparative law reference and collection development are desirable.

LAW LIBRARIAN POSITION: EMERGING

TECHNOLOGIES LIBRARIAN: PHOENIX

SCHOOL OF LAW

•The Emerging Technologies Librarian provides technology (software applications, Web 2.0 applications, iPads, apps, and other technologies) and research database training to students, faculty, staff, alumni, and others users of the Phoenix School of Law (PSL) Library. The Emerging Technologies Librarian is the lead for implementing new technologies and databases for the Library. The Emerging Technologies Librarian reports to the Assistant Director for Collection Services.

•Summary: The Emerging Technologies Librarian identifies, implements, and evaluates current and emerging technologies for the delivery of library services, with a special focus on research and instructional services, including virtual reference, discovery tools, social networking applications, mobile services, and instructional technologies; plans, develops and evaluates the PSL Library website; and ensures that Library technology services and instructional products are easy to use.

EMERGING TECHNOLOGIES LIBRARIAN:

CONTINUED •Tracks trends, assesses user needs and preferences, investigates new

developments and applications, and incorporates appropriate technologies to

support the delivery of services and resources of the Library

•Provides leadership and coordination for planning, implementing, and training for

the adoption and integration of new technologies and databases

•Serves as the Library liaison for database vendors and manages passwords for

databases

•Serves as the Library’s lead contact for training faculty on courseware systems

such as TWEN and D2L

•Maintains the Library’s social media and website

•Provides usage statistics using web analytics tools and vendor-provided

information

•Collaborates to plan development opportunities for building technology

awareness and supports the PSL community of users in using and adopting

technologies that improve user experience

•Maintains good working relationships with students, employees, vendors, and

other PSL community users

•Works with other PSL departments to assure effective delivery of distance

education and instructional technology such as podcasts, screencasts, animation,

social media and blogs

•Participates in troubleshooting users’ technical problems with library resources

•Provides reference and research services as part of a team

•Required Qualifications: MLS from ALA accredited school (will

consider those who are close to completion of the MLS); service-

oriented, innovative, and flexible attitude; demonstrated willingness

to work in a fast-paced atmosphere with multiple projects and diverse

users; strong oral and written communication skills; experience

working in a professional, team-based environment; demonstrated

experience with Web 2.0 technologies; experience training users how

to use technology and databases; excellent technology skills as

demonstrated through the use of current and/or innovative

technologies; experience working in a library.

•Preferred Qualifications: J.D. degree from an ABA accredited law

school or substantive knowledge of American law equivalent to

successful completion of the first year of an ABA accredited full-time

JD program; knowledge of, and experience using, electronic and

other legal research resources; experience in teaching, performing

legal reference services, and working with electronic resources.

EMERGING TECHNOLOGIES LIBRARIAN:

CONTINUED

DIANE M. GOLDSTEIN

MANAGING DIRECTOR, RECRUITMENT

BST AMERICA

CORPORATE LAW LIBRARIES

Corporate Law

• Blur between biz and law

• Defensive

• Everyday biz matters

• Specialized Collections

• Use Outside Counsel

Law Firm

• New Lawyer Training

• Defensive and Offensive

• Precaution/Advising

LAW DEPARTMENT PRACTICE

GROUPS

• General Lit

• Commercial Lit

• Office of the Sec./Corp.

• Labor & Employment

• Comm. Transactions

• Regulatory

CORPORATE LEGAL LIBRARIAN’S

DUTIES

• Reference/Research

• Collection Maintenance & Development

• Training

• Vendor Relations

• Contracts/Licenses

• Budget/Accounting

• Physical Maintenance

CORPORATE LAW LIBRARY

ECONOMICS

• The library is the first place to get cut in a budget crisis

• Librarian/Administrator prepare budget

• General Counsel approves the budget

• Be sure to use a line item budget

• KEEP STATISTICS!!!!! Usage speaks for itself!

LAW LIBRARIAN POSITION: DEPT OF

JUSTICE Job Title:Librarian (law)

Department:Department Of Justice

Agency:Executive Office for U.S. Attorneys and the Office of the U.S. Attorneys

Job Announcement Number:13-SDNY-11D

SALARY RANGE: $77,585.00 to $100,859.00 / Per Year

OPEN PERIOD: Monday, January 28, 2013 to Friday, February 08, 2013

SERIES & GRADE: GS-1410-12

POSITION INFORMATION: Full Time - Permanent

PROMOTION POTENTIAL:12

DUTY LOCATIONS: 1 vacancy in the following location:

New York, NY United States

WHO MAY APPLY: United States Citizens

JOB SUMMARY:

If you are looking for an exciting and challenging career, this is the position for you! With a diverse and talented workforce of over 100,000 men and women, Justice leads the Nation in ensuring the protection of all Americans while preserving their constitutional freedoms. You will be part of a dedicated team helping to enforce Federal criminal and civil laws that protect life, liberty and the property of citizens.

The United States Attorneys Office is a great place to work. The Department of Justice ranked #11 out of 33 large Federal cabinet agencies and the Executive United States Attorneys Office/United States Attorneys Offices ranked #17 out of 240 agency subcomponents in a study, "The Best Places to Work in the Federal Government, 2011 Rankings" published by the Partnership for Public Service.

LAW LIBRARIAN POSITION: DEPT OF

JUSTICE QUALIFICATIONS REQUIRED:

• Applicants must meet the basic requirement, specialized experience requirement and one of the

paragraphs under supplemental education/experience:

Basic Requirement

• A) I have completed 1 full academic year of graduate study in library science in an accredited college or

university, in addition to completion of all work required for a bachelor’s degree. Or,

• B) I have at least 5 years of a combination of college-level education, training, and experience. To qualify on this

basis, the applicant must establish conclusively that the education, training, and experience provided a knowledge

of understanding of the theories, principles, and techniques of professional librarianship; a knowledge of literature

resources; and the knowledge and abilities essential for providing effective library and information services.

Specialized Experience

• In addition to the above, applicants must have at least one full year of specialized experience equivalent to the

GS-1410-11 level in Federal service. Qualifying experience involves acquiring hardcopy and electronic legal

reference materials and approving requisition of such materials; evaluating library needs and recommending

changes in physical services (library space, collection, acquisitions, retention), and on-line services

(understanding scope of on-line offerings, subscription management, user account management search

procedures, etc).

Supplemental education/experience (for law specialization)

• - A full 4-year course of study in an accredited college or university that meets all academic requirements for a

bachelor’s degree that included at least 24 semester hours in the specialized field for which the applicant is being

considered (law) or;

• -Completion of a least 24 semester hours of legal study in an accredited law school for positions primarily

concerned with providing library services in law or legislative reference or;

• - Four years of pertinent experience of such nature and level to provide a knowledge of the basic principles,

theories, practices, techniques, terminology and expressions of the appropriate discipline or subject-matter field;

an understanding of the standard methods, procedures, and techniques of research and analysis in the subject-

matter field.; ability to acquire additional information about the field and related fields; and some knowledge of

literature resources in the field. Such experience should be equivalent to that which would have been acquired

through successful completion of a full 4-year curriculum in an accredited college or university with major study in

appropriate subjects, or combination of subjects as specified above; or legal training as specified in above or

• - Any time equivalent combination of experience and education as above.

LAW LIBRARIAN POSITION: US

COURT OF APPEALS

POSITION OVERVIEW: This collaborative and project-oriented

librarian position provides reference service to court staff and the

general public; participates in the creation of library guides and

displays; assists the Head of Research and Reference Services

with creating and presenting training sessions; works across

departments to assist with collection development, digitization,

archiving, cataloging, and library administration-related projects.

This position reports to the Head of Research and Reference

Services.

LAW LIBRARIAN POSITION: US

COURT OF APPEALS

REQUIREMENTS: Masters Degree in Library Science from an

ALA-accredited institution and at least one year of

professional law library experience; JD from an ABA-

accredited Jaw school is preferred; solid online research

skills (including Lexis, Westlaw and the Internet) and

familiarity with both print and electronic resources;

experience working with instructional technology and multi-

media formats; ability to work with a diverse patron base;

excellent organizational, interpersonal and communication

skills, including willingness to make presentations, conduct

training sessions, and work in a team environment. Travel

within the circuit may be required.

BUSINESS CENTERS

• Core administrative functions – IT infrastructure & Helpdesk

– Accounts payable

– New matter intake

– Conflicts

– Human resources

• Library – Acquisitions, cataloging, invoices and budgeting

– Research

– Electronic services management

• Practice support lawyers – KM, intranet, best practices

AALL LIBRARIAN JOB SEARCH: BUSINESS

SERVICE CENTERS

ELLYSSA KROSKI

DIRECTOR OF INFORMATION TECHNOLOGY

THE NEW YORK LAW INSTITUTE

EKROSKI@NYLI.ORG

WHAT I HOPED MY

CAREER WOULD BE

MLIS Reference Librarian at Columbia University

WHAT MY CAREER TURNED OUT TO BE

• Librarian

• Technologist

• Writer

• Editor

• Educator

• Speaker

• Consultant

MY STORY

•In 2004 I graduated with my MLIS degree and couldn't find a full-

time librarian job.

•I started a campaign (blogging, social media) to raise my profile

and set myself apart from the competition.

•Within 8 months I had a book deal and several speaking

engagements.

•Within the first 2 years I had been written up by the New York

Times, acquired an adjunct faculty position at my alma mater, and

was being offered more writing and speaking opportunities than I

knew what to do with.

•Today, I'm flown around the world to speak at international

conferences and events, I have 23 books to my name, a fantastic

job doing exactly what I love to do, and I've been honored with the

Best Book in Library Literature award in my field.

RECOMMENDATIONS

•Today's info pros need to be much more marketable than just

having an MLS degree.

•You simply MUST be computer savvy in today’s libraries.

•Learn to use social media - well.

•Develop a stellar online presence & portfolio.

•Find a niche or specialization and stand out!

•Take every opportunity – even if they don’t pay.

•Read and keep up-to-date in the field.

•Network – your classmates & professors will soon be your

colleagues!

•Write, speak, teach!

RESOURCES

•Professional Development for Information Professionals

– http://libguides.metro.org/profdev

•How to Create & Manage Your Online Presence

– http://www.slideshare.net/ellyssa

Thanks!

Ellyssa Kroski

http://www.ellyssakroski.com

ekroski@nyli.org