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THE PROCESS
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Leaders of the American Association of
Law Libraries (AALL) and of the Private Law Libraries Special Interest
Section (PLL/SIS) met in Dallas, November 9-11, 1996 to decide on
activities the SIS should undertake in the next 3-4 years. Specifically,
the session had the following objectives:
- Describe and evaluate the environment in
which private law librarians and the PLL/SIS are operating
- Ensure all participants were in agreement
about the process
- Identify values and criteria for selecting
activities
- Select specific activities
- Plan for implementation
Participants included: PLL Executive Committee
members Michael Saint-Onge, Chair; Mary Smith Forman, Past Chair; Anne
Ellis, Chair-Elect; Joan Jarosek, Treasurer; Jean O'Grady, Secretary;
Karl Gruben, Board Member; Frank Houdek, AALL President; Tory Trotta,
AALL Board Member; Roger Parent, AALL Executive Director; and JoAn
Segal, Facilitator. Local arrangements were handled by Joan Jarosek, PLL
Treasurer and hostess for the meeting at Jones, Day, Reavis & Pogue.
The meeting began at 2:00 p.m.
The first session began with an informal dialogue on the environment in
which legal information professionals work. This continued with
discussion of PLL and its place within AALL. Some of the challenges
mentioned by the participants included: constant change, technological
developments, budgetary constraints, Administrators' belief that
technology can reduce the need for librarians, the pressure to reduce
costs, the threat of outsourcing, and lawyers judging themselves capable
of doing their own research using the Internet.
The group members also discussed the unique environment of a law firm or
corporate law library. Law librarians are competing with lawyers and
other departments for resources. Key issues included the unrealistic
expectations of administrations and clients who believe that technology
will reduce costs and increase productivity and profitability and that
"everything is on the Web." There are wide differences in
technological knowledge among clients which impacts how research is done
and its cost-effectiveness. Spiraling book costs and the consolidation
of the legal publishing industry are also of great concern. It is
difficult to communicate to lawyers that the same product in different
media may be quite different in content and searching methods. The group
concluded that forming partnerships with lawyers and MIS staff is an
effective means for implementing new technologies for library services.
Librarians offer their unique perspective on print versus online
contents.
Although participants agreed library services are in great demand, the
resources needed to maintain and expand services come only with
marketing and promotion of the library. In addition, librarians feel
great pressure to stay abreast of technological developments. It is of
great concern that the time to accomplish such is lacking. Further
pressure is felt as librarians roles' are expanding with the explosion
of information. Librarians struggle to provide quality information
services as library staffs may not possess the increasing skills needed
to implement such service. The increased work pace and the resulting
stress on the library staff must be addressed. Librarians need to
examine how to manage these competing forces of work life.
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Most significantly, the group
developed five vision statements, describing a desirable future,
as follows:
- A population of private law librarians who will continue to
be competent, viable, professional leaders within the private
setting.
- Employers in private settings will understand the complexity
of the legal information environment and the value of law
librarians.
- Law librarians will be a powerful force in shaping
publishers' products and services.
- PLL members will be cutting-edge leaders of the profession
within AALL and related organizations.
- Law librarians will lead balanced and satisfying
professional and personal lives.
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VALUES
To set the stage for the planning activities of
the next two days, the group examined the values and criteria that
underlie their work. Identifying values was the more difficult task, but
the group members agreed upon the following:
- Answering the needs of diverse librarians
- Empowerment of law librarians as
professionals
- Quality of work life
- Values consistent with those of AALL
- Proactiveness
- The assurance of jobs and creation of a
sense of community, especially for solo librarians
- The prudent use of resources
- Enhancement of value for members
CRITERIA
Participants then addressed criteria which
would be used to select the specific activities. After generating a long
list of possible criteria, the group decided to give preference to
activities that:
- Benefit the largest number of people
- Require resources that are available
- Realize goals within the allotted timeline
- Achieve goals relevant to the members' point
of view
On Sunday morning, the group reconvened to discuss ideas for specific
activities that might be undertaken. Using the vision statements as the
driving stimulus, the participants generated a list of twenty-six
activities, many of which had several parts. Each activity was designed
to lead to one or more of the vision statements and discussion was very
lively and exciting. [See: Possible
PLL Activities] Refinement continued as the
group identified interested parties outside of PLL and matched up
activities with the various vision statements.
Selecting a list of activities consistent with the criteria and setting
a priority on the activities occupied the group on Monday. A chart was
prepared using the five vision statements mentioned above, with
activities pertinent to each. Participants then initialed three
top-priority items under each vision statement. As a result of this
prioritizing effort, six groups of activities emerged as being of
highest priority. [See: The Plan
(Overview)] In addition, two activities were
identified as ongoing, but requiring prompt attention from the Executive
Committee.
Next, the group addressed specific implementation steps for each of the
high-priority activities and pinpointed a time frame in which these
could be accomplished. This work produced the two most significant
documents, Activities of Highest
Priority 1997-2000, and Implementation
Steps: Activities of Highest Priority 1997-2000.
The last step was to decide how to present the plan to the members and
to try to predict some obstacles that might arise and how to overcome
them. The planning group was very eager to inform the members about
their work and to begin to involve them in implementing the immediate
priority activities. In addition to articles in PLL Perspectives,
it was decided use of the web page and listserve would facilitate
communication of the plan itself. Copies of the report would be made
available in a variety of formats. The need for immediate development
efforts and securing funding for the various tasks was recognized.
Optimistic at the end of three days' successful work, the group
acknowledged that the biggest obstacles were the need for financial and
human resources to carry out the complex and difficult tasks. However,
the Executive Committee was confident that PLL/SIS would be able to
provide even more meaningful services for law librarians.
JoAn Segal
PLL/SIS Strategic Planning Session Facilitator
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