Looking Forward to the PLLIP Summit: Full Agenda Now Available

The Private Law Librarians and Information Professionals Special Interest Section has prepared a timely and thoughtful program for Friday, July 16th, open to both members and non-members.  The theme of the program is Hindsight is 2021: Responding to Chaos and Change, and the Committee has secured engaging and dynamic presenters to share their insights with attendees.  Breakout sessions will allow for attendee participation and interaction with colleagues.  Please see below for more details on the Summit agenda.

To register for the 2021 Summit, please visit the AALL registration page here. Please note Registration deadline is July 2, 2021, **with zero exceptions**

Hindsight is 2021: Responding to Chaos and Change

 8:30 am Pacific / 9:30 am Mountain / 10:30 am Central / 11:30 am Eastern
Keynote Address – April Rinne

2020 saw more change and uncertainty than most people were ready for. The world was in flux: changes at work and at home, schedule changes and school changes, ever-changing plans and expectations. It was a lot! And yet, one year later in July 2021, the world is in just as much flux — it simply looks different, and it’s here to stay. What does “hybrid work” really mean? What new skills will be required? And of course, how can law librarians harness this uncertainty to their own and their organizations’ advantage? 

We’ll kick off this year’s summit by zooming out — beyond any one change management strategy, tool, or technique — to explore our relationships to change, period. When everything is in flux, what does it mean to have a “Flux Mindset?” You’ll learn practices to boost your self-awareness and see change differently. April Rinne is both a lawyer and a futurist. She’ll help us look back and look forward. This isn’t about any one change or any one year, but rather preparing for a future in flux — and thriving in it!

9:45 am P / 10:45 am M / 11:45 am C / 12:45 pm E
Facilitated Discussion Groups in Breakout Rooms

Join one of the topics below and discuss these current issues with your colleagues. Multiple rooms will be available per topic, and participants will be able to move between rooms.

The future of print. What is your organization doing with print?  Share your successes and failures with removing print from your collection.  How to deal with training attorneys, working with vendors, and utilizing creative solutions.

Training, marketing, and engaging attorneys. How to reach out to attorneys in an online or hybrid environment.  What tools have you used to facilitate adoption of online tools?  Share your tips, tricks, successes and failures – and learn from your colleagues. 

Technology tips. Applying Online Tools in the Library – ex: Gannt Charts and Project Management; Excel Pivot Tables; SharePoint for statistics, FAQs, request tracking; Winning internet designs and strategies. Share your best kept secrets and learn from the group.

New employees. Can new hires be remote or hybrid?  How to onboard new library employees in a remote or hybrid environment.

Team members, training and building relationships. How can you participate in team training or social opportunities while working from home.  Do you want to be in the office for evaluations? Share your tips and learn from others about how to build relationships in the evolving new environment.

Preparing to go back. Is your firm considering hybrid schedules?  How can we help employees that won’t be allowed to work from home?  Will there be new safety measures?  Will the library be providing new hours for your patrons? Are we ready for the next pandemic? 

Continue reading

Annual Hits and Misses Survey Opens on Dewey B. Strategic Blog — Contribute Your Thoughts on What’s Hot and What’s Not

Jean O’Grady has opened up her annual survey of what’s hot and what’s not in law libraries and research centers, and in legal technology and research products.  Participate in the annual hits and misses survey on the Dewey B. Strategic blog to add your input on which new products are worth pursuing, and on how well vendors supported their customers during the pandemic.  The survey also asks how information professionals assisted their firms as they swung into action to respond to the pandemic. 

Respond to the  2020-21 What’s Hot and What’s Not Survey here. 

A 360 View: Essential Steps for a Successful Next-Gen Online Catalog Upgrade (Part 2 – Implementation)

KLEW

Co-authored by Cheryl Niemeier, Director of Knowledge & Research Services, Bose McKinney & Evans, LLP, and Michayla Sullivan, Knowledge & Research Services Specialist, Bose McKinney & Evans LLP

Congratulations, you’ve selected your online catalog system! After you have decided on a new platform and signed the contract, you will need to implement the new system. The general stages of implementation are:

  • Record migration
  • Library employee training
  • Product customization
  • Promotion of OPAC

The implementation process involves several considerations. Your new vendor should be able to help you bulk import your old library records to your new system. As mentioned in Part 1 of this post, hopefully you’ve made absolutely certain to double-check on this functionality before you signed the contract. The lack of this service is a deal-breaker. Even the smallest law libraries can have thousands of records that are critical for day-to-day operations. An inability to import records in bulk or compatibility issues between the old and new systems could make the migration process difficult, lengthy, and possibly not worth the associated time and cost. Some larger libraries also may have the same consideration for patron records.

The new generation of library catalog systems tend to have far more functionality than older ones, therefore, a surprising amount of training may be needed for your staff. Expect to spend weeks or even months discovering all the new features and how to use them. Be sure that your library staff has at least 10-15 hours over the first several weeks to dedicate to initial training with the vendor, reading manuals, and/or watching training videos. Also, account for extra staff time spent on performing routine tasks in the new system. Allowing for some overtime during the transition period also may be necessary.

After you have mastered the features available in the new system, you will need to spend time customizing it to your needs. Your vendor may be able to help you with some of this, but much of it will be left to you. Depending on which product you go with, the biggest customization may be designing your OPAC. You not only will have to design its overall appearance; you also will need time to determine which features to make available to your patrons. Which search fields will you make available? Will there be links to outside resources? If so, which ones? Will your patrons be allowed to add and remove themselves to serials routing lists? Do you want them to use the OPAC to submit reference requests? After you have answered and implemented all of your customized features, time devoted to testing them is essential.

Build it and they will come? This may hold true in some instances, but no matter what, make a plan to promote the OPAC to the employees at your firm. Every library catalog needs name—one way to get people excited about your new online catalog is to ask for name suggestions or have a naming contest. Next up is announcing the chosen name and arranging demonstrations of the catalog at your firm’s practice group meetings. Also, don’t forget to demonstrate it to the paralegals and secretaries at their meetings. If your firm has an intranet, position the link to the OPAC prominently. Lastly, in the ensuing months make sure to remind people about the OPAC whenever you get the chance. As people call asking where a certain book is kept or if the latest issue of a favorite current awareness journal is in yet, take the opportunity to remind them about your new catalog system.

Advantages abound in moving up to a next-generation online catalog system. Chief among them is the ability to offer attorneys seamless access to the entire universe of resources in your library’s collection. The benefits of doing so far outweigh the time and effort needed to make it happen.

 

A 360 View: Essential Steps for a Successful Next-Gen Online Catalog Upgrade (Part 1 – System Selection)

By Cheryl Niemeier, Director of Knowledge & Research Services, Bose McKinney & Evans, LLP, and Michayla Sullivan, Knowledge & Research Services Specialist, Bose McKinney & Evans LLP

OPAC

A mere thirty to forty years ago, albeit light years ago in terms of technology, most law firm libraries were converting from card catalogs to online catalogs. The records contained in those old online catalogs were largely bibliographic records for print titles. However, the balance of records in today’s online catalogs has shifted to primarily records for electronic titles. Due to this change, many law libraries may be contemplating upgrading to next-generation online catalog systems. Doing so entails several considerations and steps. Continue reading

Connecting the Dots: Proving Our Value Throughout Time

connecting-the-dotsby Jeffrey Nelson, Research Services Manager, Squire Sanders (US) LLP

Connect, collaborate, and strategize. As information professionals look to the future, these themes are nothing new, but at this year’s SLA Annual Conference never have they made more sense to discuss. As we try to prove ourselves as invaluable assets to our firms, a pop culture reference immediately comes to mind. Fans of the television series The Good Wife will be familiar with Kalinda, the in-house investigator at the fictional law firm Lockhart & Gardner. Kalinda is often sent out into the streets to get the scoop, dig for dirt, or find anything she can get her hands on to help her firm win a case. She knows which sources are credible and she knows when information is actionable. She performs competitive intelligence research on other firms, background checks on individuals and corporations, and most importantly, she finds the needle in the haystack every time. With these skills and unstoppable determination, Kalinda’s ability to establish herself as an important asset to her firm’s partnership is commendable. Most of you will recognize these responsibilities as what we are asked to do each and every day.

Using Kalinda as a fictional role model, how can we prove our worth as she has done? My first step was realizing I needed to take advantage of the network of knowledge I had access to – the SLA community. Despite qualifying for the Veteran Member Travel Grant, I had yet to attend one of the Annual Conferences. If I truly want to prove my value to the firm’s partnership as a resource for delivering credible, accurate, and actionable information, then I need to embed myself in the discussions of the community at large. The SLA Annual Conference not only reinforced many of my existing best practices, but also gave me a renewed confidence to take what I learned to the next level.

To follow the Legal Division’s 20th Anniversary theme set out by Chair Tricia Thomas of looking to the past, present and future, we must continue to keep ourselves in the forefront of the information age. At the Bloomberg Law/Legal Division Breakfast and Business Meeting, I found myself in awe of the amount of SLA star power in the room, which included our division’s past leaders, current division and organizational board members, and many of the organization’s rising stars. With so many influential members in one room, it is not difficult to see why the Legal Division, despite its young age, has grown into one of the largest and most active in SLA.

Our past truly is the key to our success. When looking to our past members and leaders, I saw that a great many of them are still extremely active in the community and take great pride in being a part of the Legal Division. Personally, I found the speech given by Connie Pine, founder and first ever Chair of the Legal Division, to be quite moving and inspirational. She and the other founding members noticed the growth of law firms and recognized that law librarians lacked a forum to collaborate and develop professionally within SLA. I learned about her positive and negative experiences during the process of establishing a voice for the legal community within SLA. These experiences have helped shape our division into what it is today.

This brings us to the present. Since founding of the Legal Division, the digital age ushered in countless challenges and the role of the librarian has been deeply impacted. Have we learned all that we can from our predecessors? What are we doing now to take on to these challenges as a community? At the Legal Division’s Unconference, one of the standout conference sessions for me, a group of us discussed the pros and cons of embedded librarianship, the struggles with cost recovery in the age of alternative fee arrangements, and determining the return on investment of tools such as reference trackers. It is discussions like these that underscore our biggest challenge – the possible need to rebrand ourselves while simultaneously boosting the bottom line for our companies. Fortunately, we have the information and skills to take this challenge head on. In a society driven by connectivity and collaboration, we have the necessary access to critical market information which our community can analyze, strategize, and act upon. I appreciate that SLA still places an emphasis on gathering in person once a year to strengthen our communal bonds. Discussion and collaboration strengthens our group; we can use our shared information to prepare for the future. As librarians, we understand the pitfalls of certain sources and we encourage our users to be aware of the information they collect and how they use it. Now, more than ever, it is important to manage information and demonstrate our capabilities as we disseminate it to those who rely on us. The conference taught me that the benefit of successfully accomplishing this will be twofold – it will not only help us in our jobs but also will help us strengthen our professional community.

Conference keynote speaker Mike Walsh spoke a lot about connecting the dots between the present and the future. For example, he shared with us that the company Intel keeps anthropologists on staff; they serve as the bridge between the creators of their products and the consumer. I realized that we are positioned perfectly to assume the role as anthropologists in our companies. Mr. Walsh advised us to “think anthropology, not technology.” This highlights the importance of having experts who not only understand information and its medium, but also how it is used by the user. Mike Walsh also suggested that it is not necessarily how we collect information but also how we visualize it in real time. Let’s listen to him and stay ahead of the curve. We can accomplish this by developing relationships and learning from one another. We may debate the titles of our positions – “information professional” vs. “knowledge officer” vs. “librarian,” among others – but with regular collaboration with one another and our ability to use information in real time to our benefit (either for our companies or our profession as a whole), I am confident librarians will be relevant for years to come.

Prior to attending the conference, I had been well aware of the various hot topics that are so often discussed among our community, but nothing beats interacting with other professionals and exchanging ideas in person. I’m appreciative of the opportunity I had to attend this year’s conference, and I hope to be able to return in coming years. The conference highlighted so many challenges that we face as information professionals but also assured me that we are well prepared for these challenges. We can face those challenges doing what we do best – finding the actionable information and making something of it. The single greatest takeaway from the conference for me was that our organization’s past has inspired me to be proactive in the present in order to ensure my spot in the future.

(Note: orginally published on http://legal.sla.org/newsletter/lddv2n2/connectingthedots/)