Records/Conflicts Management

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DESCRIPTION

The PLL/SIS Records/Conflicts Management Group is comprised of librarians who are responsible for managing records and/or conflicts departments in their firms and corporations.

HISTORY

The Records Management Group began meeting informally at the AALL meeting in Minneapolis in 1990. The group continued to meet for the next two years, as required to achieve formal status. At the AALL meeting in Boston in 1993, the group was formally recognized.

CHAIR

Diane E. Gates
Global Records and Litigation Services Manager
Latham & Watkins LLP
555 West Fifth Street, Suite 800
Los Angeles, CA 90013-1010
Direct Dial: +1.213.891.7169
Fax: +1.213.891.7123
Email: diane.gates@lw.com

COMMUNICATIONS AND NETWORKING

MEETINGS: The group holds a business meeting each year at the AALL meeting, and has sponsored six substantive programs at AALL over the past ten years, including the following: a daylong workshop on basic legal records management practices and procedures (1998); sessions on multitasking private law library managers (2000 and 2003); a program on corporate family conflicts of interest research (2004); a program on outsourcing information resources functions (2005); and the recent 2007 program entitled "The Challenge of Electronic Discovery: How Reference Service, Records Management and Litigation Support Interact."

LISTSERV: The Records Management Group of PLL uses a LinkedIn Group instead of an official listserv, which was previously legalrec, so that non-AALL members can join in the discussions. The LinkedIn group called PLL/SIS Records/Conflicts Management Group can be accessed at: http://www.linkedin.com/e/2r9i99-gc6e7kyf-69/vgh/3257595/.

REPORTS

2001-02 Annual Report  
2002-03 Annual Report

2003-04 Annual Report
2004-05 Annual Report
2005-06 Annual Report
2007-08 Annual Report
2010-11 Annual Report
2011-12 Annual Report

RECENT/CURRENT PROJECTS

PUBLICATIONS:

(1) A new monograph series, entitled Information Governance in the Legal Environment, will be published by ARMA International with the first two monographs in the series due out in Fall 2013, around the time of ARMA’s annual Conference & Expo.  Monograph No. 1 is entitled “Ethical and Legal Foundations of Law Firm Records Management and Information Governance,” and No. 2 is entitled “Lawyer and Matter Mobility.”  Authored by Beth Chiaiese and edited by Lee Nemchek, these monographs supplement and update the 2003 textbook entitled Records Management in the Legal Environment: A Handbook of Practice and Procedure, which is still in print from ARMA International.  Purchasers of any of the monographs in the series will also gain access to an ARMA web page containing links to notes, references, forms, templates and ethics authorities in the area of legal records and information governance.  
(2) AALL 2012 Program Submissions: Two program proposals were submitted, but not accepted - "Searching Beyond the Conflicts Database: An Update on Sources to Flesh Out a Conflicts or Due Diligence Search" and "The Law Firm Librarian as Records Manager - A Primer".
(3) Nemchek, Lee, Records Management Responsibilities of Law Librarians: Integrating Library Services Into a Legal Organization's RIM Program, 16 AALL Spectrum 9 (November 2011), no. 2. 

ADDITIONAL DOCUMENTS

The documents linked below relate to PLL Records/Conflicts Management Group.