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7/24/2013 11:52:56 PM
Program Review: Exhibitor Showcase: Power Searching - Bloomberg Law Docket and Transactional Tools
Bloomberg Law brought their docket and transactional tools to the forefront at the Exhibitor Showcase. In their words, they want to aid in "producing practice ready graduates." As the ABA drafts new competencies, the curriculum in law schools (especially legal research courses) must change to meet those new goals. Preparing transactional law attorneys as well as litigators with legal research and practice-aiding tools will likely be part of this.
Valerie Carullo (Bloomberg Law Librarian Relationship Manager and former Reference Librarian at New York Law School) highlighted the ways in which certain Bloomberg Law tools may be utilized by both litigators and transactional attorneys. Dockets and alerts can be tailored to anticipate client business. Filed complaints can be turned into drafting tools. One of the strengths of Bloomberg Dockets is the ease of searching by keyword through the full text of complaints. Using advanced search techniques in their Dockets database can be a means of locating key information for vetting expert witnesses.
Bloomberg is also building out their transactional tools that are largely organized by practice area. Valerie reviewed the Checklist & Timelines and Quick Reference Guides - excellent resources for both new and experienced attorneys. The DealMaker Documents & DealMaker Clauses enable the attorney to run side-by-side red-line comparisons of clauses they have found in Bloomberg's databases. Similar side-by-side comparisons are even available to compare U.S. patent documents.
While other vendors are acquiring products that provide these types of transactional/drafting tools, Bloomberg seems to be building them into the Bloomberg Law platform from an early point, while quickly adding interaction with the other areas of the platform (case law, dockets, company profiling). If they can keep moving forward with his constant integration and interaction in mind, they'll be ahead of their competitors. Their competitors seem to be constantly struggling to get all their individual pieces, including the newly acquired ones, to play nice with each other. The new platforms seem to be where this integration will be taking place, but it's been slow going.
It will be interesting to see where Bloomberg is able to take this integration and interaction in future developments. If nothing else, maybe their advances will push their brethren in the right direction of innovation, and speed up the pace a bit too.
Posted By 7/24/2013 11:52:56 PM
7/24/2013 10:50:13 PM
Program Review: Anatomy of a Civil Lawsuit: Documents from Start to Finish in Dockets
This was easily one of the more entertaining and enjoyable sessions of the conference - and yet, still educational. The session focused on the timeline of a civil lawsuit, augmented with tips on searching dockets (mostly specific to Bloomberg dockets) and the treasures that can be found within dockets if you know where to look - as long as you have some patience, tenacity and creativity. Luckily, they're presenting to librarians.
Jim Murphy of Bloomberg moderated the session along with providing his expertise on Bloomberg Law's Dockets database. Mary E. Matuszak, Director of Library Services for the New York District Attorney's Office, and Christine Sellers, Research Specialist at Nelson Mullins Riley and Scarborough L.L.P. opened the session with a surprising skit.
It was a skit about shoes. Yes, shoes. (I hope I got this right...) It seems Christine borrowed shoes from Mary. Christine fell while walking in the shoes and ruined them. Christine is suing Mary for falling. Mary is countersuing for her shoes being ruined. At least I think that's how it went down.
I'd like to say that such a petty lawsuit would have no place in the American justice system. But who am I kidding?
Their (thankfully) fake lawsuit provided an ongoing construct for illustrating the back and forth filings that occur when a lawsuit is initially filed through the case conclusion.
The data points within a docket were reviewed including a particularly interesting trivia point that the first two digits of a federal district court case number (before the colon) is the vicinage number (as in vicinity) for identifying a particular court within a federal district.
The tips for what you can get from a docket beyond just the timeline of the case were very useful. For example, you can use the docket as a point of contact information for attorneys. Or you may check the complaint as a source of information for addresses of the parties to the suit. When you're reviewing a rather large docket and need to focus in on the more important filings look for key "ritual language" such as "in support of motion for summary judgment" rather than just "motion for summary judgment" which could include all the various scheduling orders or motions to submit extra pages in the brief. Corporate disclosure statements, filed at the beginning of a case in order for a judge to know whether she needs to recuse herself, may be a good source for information on company hierarchical relationships. But exhibits are where the "juicy" stuff is - contracts, license agreements, expert reports, deposition excerpts.
Christine took the lead on the last portion of the presentation on state dockets. She illustrated her examples with the online case information systems available in the state courts of South Carolina. She advised always searching the home county as well as the surrounding counties of the individual or company in question.
I found this to be a very rewarding presentation and I found the presenters to be knowledgeable and engaging. My only complaint is that they were sorely pressed for time (only 45 minutes) despite how quickly they moved through the material. This would be an excellent program to bring back at future meetings - though a longer time slot would definitely be warranted.
Posted By 7/24/2013 10:50:13 PM
7/24/2013 10:51:00 AM
Program Review: Exhibitor Showcase - Understanding Search Algorithms - How Lexis Advance Works
Marty Kilmer, V.P. of Product Platforms, and Ian Koenig, Chief Architect, set out to give us an inside look at how the search algorithms deliver results within Lexis Advance. Kilmer also announced that the next major release of Lexis Advance is coming soon, including navigation improvements and adding source titles to the Word Wheel (a great addition in my opinion).
Before the discussion on the search algorithm, Koenig made two clarifications on searching issues:
Koenig then walked through the steps of a Lexis Advance search and how the search is analyzed by the algorithms in place.
The algorithm then ranks the results using the following criteria:
- The Word Wheel does not include associative retrieval (e.g., a query on "abortion" will not surface results for Roe v. Wade).
- Lexis Advance does perform word stemming but will not search alternative word forms. For example a query for "produce" (as in "produce documents") will not find instances of the term "production."
Unfortunately, there was no time for questions - and this seemed to be common with the Exhibitor Showcases that I attended. I think this is quite a shame and at future meetings I would like to see these sessions either lengthened or AALL should urge vendors to allow time for questions. Attendees were encouraged to visit their booths for follow-up questions, but I believe facing questions in front of an audience would have put their feet to the fire, so to speak, more so than talking with them one on one on their turf.
Specifically, I expected them to address a key issue that has come up in discussions with my fellow law librarians – that the Lexis Advance search algorithm - specifically as it applies to natural language searches - is simply not as strong as that of some of its competitors. It is interesting to know how it works, but I would have liked to know what they’re doing to make it work better.
- Phrase recognition
- Case names & citations
- Concentration of terms
- Coverage of terms
- Recentness (level of authority, validity)
- Document segment the search terms appear in
- Number of hits within the document of the search terms
Posted By 7/24/2013 10:51:00 AM