Law Firm Libraries L Mark E. Estes Holme Roberts & Owen LLP, Denver, Colorado, U.S.A. INTRODUCTION ‘‘[A] law office library combines the student atmosphere of research with the stimulating activity of big business.’’[1] The business is a law firm, providing legal advice to clients. The library exists to meet the research needs of the law firm‘s lawyers. The librarians try to anticipate those research needs so they can: 1) help lawyers clarify and refine their research project; and 2) provide a timely and cost-effective solution for that research project. Historically, the firm used the library space and library collection to impress clients, opposing counsel, and potential hires; the leather bindings, full shelves, large writing surfaces, and comfortable chairs suggested success and wisdom to clients and opposing counsel. Today, the librarian solves information problems unconstrained by a physical library collection. In 1956 a law librarian described her role as ‘‘to keep happy anywhere from 35 to 125 lawyers, whose diversified interests may cover anything from having 235 U.S. (Note: A volume from a multiple volume set of books containing the written opinions of the U.S. Supreme Court. Volume 235 has cases decided in 1914– 1915) delivered at once to ascertaining all the stops on the New York subway system and the Hudson Tubes to New Jersey or to producing a speech delivered in the Maritime Provinces. . . .’’[2] Forty-five years later the librarian’s role still includes fact gathering and document retrieval from many time zones. Law librarians use hundreds of online sources to research legal topics unknown 40 years ago and gather information about companies engaged in global commerce. In addition, the librarian negotiates contracts and license agreements with information vendors, outsources some library tasks, and creates systems that let a less highly paid person find basic information that once required a professional librarian. second group of employees often request information for the partner(s) and are the most direct users of the library. A common problem for law firm librarians manifests itself in the law firm as: the heaviest users of the library are often those with the least political clout or influence when it comes to spending money on the library. The customer base tends to be more homogenous than the clientele is in public libraries. Customers in the law library are part of the legal service industry—even if they are relatively new to it. Typically, all have college educations and over half of the customers have law degrees. The primary customer of the law firm library is the individual attorney seeking a solution to an information problem. That attorney either contacts the librarian directly or through an intermediary—a secretary, a paralegal, or another attorney. These delegated reference/ research requests often pose the greatest challenge because the messenger is not the requester and may not have a full understanding of the problem. Often the requesting attorney is unavailable for clarification. So, the librarian seeks to discern the intent of the attorney through the messenger to first understand the information request and then to complete the request within the constraints defined by the attorney. Often, the key decision makers in the firm seldom use the library directly, because they are too busy working directly with key clients. They delegate research work and receive synthesized research results in the form of memos of law. They often do not realize the extent to which the library supports their information needs and can easily feel like the library does nothing for them personally. Some libraries provide service directly to the firm’s clients: . . . . CUSTOMERS, USERS, AND OWNERS . . The law firm library serves two groups of customers: 1) the firm’s lawyers; and 2) the employees supporting the lawyers—paralegals, law clerks, secretaries, records center, accounting department, etc. The first group includes partners or shareholders—the owners of the firm. The Encyclopedia of Library and Information Science DOI: 10.1081/E-ELIS 120008619 Copyright D 2003 by Marcel Dekker, Inc. All rights reserved. document retrieval requests, monitoring legislative activity, researching case law, finding statutes on a particular topic, compiling a chart of state statutes on a particular topic, doing business research on a competitor, etc. Sometimes the request comes through the responsible attorney and sometimes directly from the client. The library contributes directly to serving the client and thus building and maintaining the client relationship. 1495 1496 One customer type, the summer law clerk, or summer associate hopes to work as an associate at the firm. The summer clerkship serves as an extended job interview— where the firm continues to evaluate the clerk and the clerk assesses the firm as a potential employer, rather than a job where work is produced. The large law firm hires summer clerks with the expectation of offering them jobs. The firm has already invested significant amounts of money to find and entice the law student to come work for the summer. A significant part of the clerk’s job during the summer involves legal research. However, because most summer clerks have minimal research skills, they start their summer worrying about their ability to find the right answer. The librarian serves as bibliographic/research instructor and nonjudgmental resource for the frightened, stressed clerk. This role of research consultant enables the librarian to make the firm more attractive to the clerk by helping to improve the clerk‘s research skills. In addition, the librarian can also evaluate the overall effectiveness of the clerk and the likelihood of their success as an associate. SERVICES Most libraries provide staffing during the firm’s normal business hours, 8– 5, M– F. The global economy forces lawyers to extend their hours and librarians change their service hours accordingly: opening earlier and staying open later to provide assistance during the time when most lawyers are in their offices. Law firms with multiple offices and librarians in multiple time zones provide extended coverage to the entire firm through telephone and e-mail. Reference services include the traditional quick reference and bibliographic instruction services that answer questions such as: ‘‘Do we have?’’ ‘‘Where is it?’’ ‘‘How do I?’’ In research, the librarian answers the question: ‘‘Can you find the statutes and/or the cases on the following issue(s)?’’ ‘‘I’m meeting this person tomorrow, what can you get me to inform me about their business?’’ Research provides an opportunity for the librarian to add value to the basic answer by synthesizing from many sources the solution to the lawyer‘s information problem and by making personal/professional observations about implications and possible interpretations of the research. Business dossier preparation involves locating, selecting, compiling, and summarizing information about a company. This form of research has grown in importance because law firms face intense competition for quality clients. The dossier enables the lawyer and the firm’s marketing professional to identify the client’s needs that the firm can best meet. It also gives crucial Law Firm Libraries background information so that the lawyer can demonstrate the firm’s understanding of the unique challenges facing a business owner. Access to Information The catalog Catalogs began as a simple list of the books owned by the firm. As the collection grew the catalog evolved, first to a card catalog and then to an online catalog. The quality of cataloging correlates with the resources available to the librarian. Namely, the better funded the library the more effective the catalog access to the material in the library’s collection—both physical and virtual. As librarians worked through the process of cataloging their collections, they allocated significant resources to building a detailed inventory of their collections. This was done by either assigning a significant portion of a staff member‘s time to the project, or by contracting out the project to a third-party service. Law firm library catalogs continue to evolve to provide access to books on the library shelves, electronic subscriptions available on-line through the Web or in CD-ROM towers, and ‘‘free’’ resources on the Internet. Law librarians use Web technology to provide access to information by building and maintaining the library page on the firm’s Intranet or building and maintaining the firm-wide Intranet. The Intranet includes links to answers to commonly asked questions such as ‘‘how do I. . .find a translation service, find a zip code, find a case.’’ It also organizes online research resources, whether fee based or no additional costs, by the ways the library’s customers think of them. The organization could be by practice area, by geography, etc. Librarians apply their skills of collecting, organizing, and collecting externally produced information to internally created information and build knowledge management systems. Lawyers use these systems to find prior work product to so that they can customize a solution to a client’s problem. ‘‘Work product’’ could be a research memorandum on a point of law, an agreement for a purchase or sale of a company, or a response to a request for proposal from a potential client. Conflict Checking Conflict checking involves searching the firm’s internal databases for clients who might be on the other side of a legal matter. The ethical code for lawyers precludes representing two sides in the same dispute. Further, without specific waiver from the client, the law firm may not represent a client in one proceeding and oppose the client Law Firm Libraries in another matter. Librarians build the systems to search internal records for existing clients and external sources to identify the corporate structures to properly name all the affiliates of a company. Interlibrary loan As a way to provide access to materials not in their library—whether not owned or not on the shelf, law firm librarians built interlibrary loan (ILL) systems as soon as there were two librarians in the same city. These systems function more informally than academic and public systems. Law firm librarians use phone calls and e-mails to expedite requests that must be filled within hours, not days or weeks. 1497 complete a designated number of CLE hours within a specified time. Librarians organize events, teach courses, and maintain systems to track the credits earned and needed. Tracking CLE becomes an element of knowledge management systems when librarians track the subject matter of what was taken and by whom so that others can consult with the attendee. Training includes the overview orientation to the library, it’s collection, and services. Training can also include the traditional bibliographic instruction of how to use available information. These sessions may be in small groups, but most often they’re one-on-one, provided just in time, when the lawyer needs the training. New technologies expand the just-in-time training; enabling librarians to develop self-paced computerbased instruction. Current Awareness Current awareness services include paper based services: clipping articles from newspapers, routing newsletters, routing photocopied tables of contents of periodicals, maintaining a vertical file of continuing legal education opportunities, and electronic based services: subscriptions to electronic newsletters, and creation of customized electronic newsletters that are either e-mailed or posted on the firm’s Intranet. The physical routing of material uses route slips. Generally the priority on the route lists is by seniority in the firm. But, in some libraries it is adjusted to reflect need to know, political clout, or circulated in straight alphabetical order. The alphabetical approach includes a periodic reversal of the list or randomizing it so that everyone is reminded of the need to promptly read the current-awareness material. This system saves subscription costs by sharing a subscription but increases lost opportunity costs when important information is delayed when one of the individuals doesn’t promptly read their mail. In that instance a person further down the list may not get the weekly item for many months. IMPACT ON OTHER UNITS WITHIN THE FIRM The library’s research resources and skills aid the marketing department by finding the information for responding to requests for proposal. Current awareness services include alerting the human resources department to new developments; the accounting department for currency exchange rates and accounting standards; and the facilities department with comparisons on equipment, space allocation in other industries; and new standards for office equipment. HOW DOES THE LIBRARY ACHIEVE THE ORGANIZATION’S GOALS? The library achieves the firm’s goals by first understanding the goals of the firm; second by aligning the library activities with the firm’s goals. Typically that means encouraging cost-effective research and applying ongoing and rigorous cost-control efforts—only buying information that is likely to be used and canceling and discarding that which is not used. Cite Checking Cite checking validates citations in a brief or memo by looking up each cited source and comparing the proposition for which it is used or any quotations against the original source, and confirming that the case or statute hasn’t been overturned or superseded. Continuing Legal Education Provider, Credit Tracker Continuing legal education (CLE), is mandatory in 41 states. To keep their licenses active lawyers must RECENT DEVELOPMENTS Four recent developments impact law firm libraries. First, the information explosion and the Internet, have increased the on-line availability of more cases, more statutes, more regulations, more news sources, and different search engines. These developments make clients wonder why, if everything is available for free on the Internet, why should they have to pay extra for information. Clients often are not aware that online sources are purchased by the firm. L 1498 The second factor is the growth of branch, or other offices. In the 1980s and 1990s law firms expanded their markets by opening offices in other cities to better serve an existing client or to serve a developing area. With the branch office came the need for a library and the challenges of managing remote services. Sometimes the solution was to staff the branch library, sometimes to depend on the central office. Third, the changing and expanding roles of professional law firm staff impacts the law library. For example, the office manager evolved to a firm administrator and then to an executive director. With each change, the individual assumed greater responsibilities in governing the law firm. That role change demands that the librarian think and act in a more business-like manner. Librarians’ roles also evolved to greater responsibility for information collection, organization, and reuse. About one-third of law librarians now have nontraditional roles supervising the records center or the conflicts checking department, the firm intranet, continuing legal education, or knowledge management. The fourth factor is the increasing number of law firm mergers involving firms that each have librarians. While the merger increases the resources available for information problem solving it also may create overlapping skill sets in the library staff and displace some of the staff. PRINCIPAL CONCEPTS—ALTERNATIVE INTERPRETATIONS In the law firm, significant numbers of the library’s customers are the partners or shareholders who own the firm—and the library. The law firm, while it exists to serve clients, must also make a profit by providing quality client services in cost-effective manners to clients who will pay their bills. The traditional law firm bill includes an hourly rate and disbursements, money the firm spent while doing the client’s work, e.g., court filing fees, long distance charges, etc. Hourly rates are calculated using the costs of having the firm open, using factors such as rent, utilities, salaries, benefits, etc. The two biggest factors are how much profit the partners want for a given level of work and what they think the market will bear. In recent years, clients have been asking for predictable pricing. Predictable pricing is where the client knows in advance what the work will cost. In each of these two billing models the librarian contributes to the firm’s bottom line by promoting the most cost-effective research possible. Most law firm librarians record the time they spend on reference and research projects. The record accounts for time to be billed to the client or charged to the overhead costs of servicing a client. Law Firm Libraries Time Law firm work is always driven by deadlines: court filing deadlines, contract acceptance deadlines, etc. The Internet has compressed time and magnified it’s importance. Clients work in multiple time zones around the world. The firm itself may have offices in multiple time zones. When communication went at the speed of the mail, the client did not expect an immediate answer by return mail. While there was never enough time to research every possible nuance, there was time to reflect on the advice to be provided. Now, with clients expecting a call back from someone with 30 minutes and an answer within hours instead of days, time is in even shorter supply. The successful law firm uses the skills of law librarians to get higher quality answers faster and cheaper than lawyers themselves can supply. Technology Law firm libraries were one of the first departments in the firm to apply technology. The first application was accounting to crunch numbers for billing clients. While the accounting department used technology, the library, as an early user of technology, played a key part in introducing technology to the rest of the firm. The library first had stand-alone terminals for online research. Later, libraries used spreadsheets to manage budgets, word processors to summarize research results, and database programs to manage serials and create online catalogs. Now, the desktops include word processing, spreadsheets, Internet browsers, and access to CD-ROMs, dial-up subscription databases, and time-entry programs. Budgeting and Planning For many years libraries operated without budgets or forecasted spending. They spent as much as they wanted or needed. As law firms continued to become more business-like, librarians adopted budgeting techniques to track and forecast their expenditures. The budgeting and planning reflect the business acumen of law firm management and the pressures facing law firms’ profitability. Over 55% of law firm library budgets goes to electronic resources.[3] Almost 90% of the print budget is spent on keeping the library current and up-to-date. Some firms treat flat-priced on-line research contracts as part of overhead; others try to recover the cost through chargebacks to clients. Sometimes the income from chargebacks is treated as an offset to the library budget and other times it goes in a separate category. As part of for-profit organizations, librarians must address tax and accounting issues like sales tax, property tax, and capitalizing versus expensing items. Then, if Law Firm Libraries items are capitalized, tracking the depreciation. For multilocation libraries, sales and property taxes can mean that taxes are paid on the item when it’s shipped to one location for processing and then taxed again as personal property at the ultimate location. PHYSICAL ARRANGEMENT/SPACE ‘‘Design also communicates what activities matter. Firms that view their primary stock in trade as their knowledge and intellectual capacity like to show off their libraries and configure space so that clients can see lawyers at work.’’[4] Constrained by the space available, librarians seek to arrange the collection in an overall useful fashion. The traditional configuration used broad topical areas. Cataloged and classified collections are arranged in call number order. Some firms use satellite libraries (subsets of the collection or duplicates of selected subject matter titles on other floors near significant practice group members). A centralized or consolidated collection is easiest for the staff to maintain. Satellite libraries, because they put the books closer to the lawyers, are easiest for the customer. The satellite library does not encourage coming to the central library or asking a librarian to conduct a research project for the attorney. Seating Type The number of study spaces ranges widely—from one per every 10 attorneys to one to 20 or more. Lawyers tend to do research with several books open to different cases, or statutes, so they can more easily compare the language in each. This means that each study space, whether a table or carrel, has a larger work surface than in other libraries. Many libraries have physically downsized, making extensive use of hybrid collections and compact shelving to house the physical collection. Instead of built-in carrels, they use modular furniture to permit using the space for other functions. COLLECTIONS Collections range from less than 10,000 volumes to more than 70,000 volumes. Libraries collect both external and internal information sources. The external sources include hard copy and electronic materials. ‘‘Hard copy’’ includes the traditional hardbound texts, treatises, court reporters, statutes, etc. Most of the hard copy books are supplemented with a paperbound pamphlet inserted in the back of the book; others are looseleaf—binders with loose pages that can be replaced with updated text. The col- 1499 lection also includes microforms, audio, video, CDROMs, and electronic media via Web, dial-up, or leased line. Internal sources include memoranda of law files, brief banks, and opinion letters written to clients. Libraries have a core collection of the primary and secondary materials in the jurisdiction(s) in which the firm practices. Primary materials are the law itself: statutes, regulations, and cases. Secondary materials explain the primary materials. Finding materials provide means to locate the primary and secondary materials. Libraries physically expanded in the 1980s as many law firms moved to new space. New libraries were designed to double the size of the collection every five years. However, in the 1990s the collection growth rate slowed and even began to shrink. Causes for this reversal include: expensive real estate leases that made justifying housing books difficult when many of the primary sources of law are also available electronically; and the continuing codification of American law, namely, more reliance on statutes and regulations than on case law. This codification in turn enabled a new work, the handbook, that compiled the most relevant statutes, regulations with minimal commentary into one or two volumes. This provided the perfect desk reference for the attorney to find a quick answer while on the phone with a client. Serials Serials comprise about 90% of the titles in a law firm library. Serials’ control systems range from manual ones, such as Kardex files, through specially adapted, created computer files as word processing documents, spreadsheets, or databases to integrated serials, circulation, acquisition, and catalogs. Some libraries record invoice number and amount for each item, in addition to keeping a copy of the invoice and sending a copy of the invoice to accounting. The nature of law, as an ever changing discipline, requires that the materials be updated constantly so that the most recent information is available to the lawyers. Publishers address this problem with different approaches e.g., pocket parts, a pamphlet inserted in the back of the book. The pocket part is arranged like the parent volume and includes new law, case analysis or commentary by chapter, and section or page number of the parent volume. The researcher reading the main volume must check the pocket part for newer information. When the size of the pocket part becomes too large to go into the back of the book it may become a free-standing supplement shelved after the book or the publisher may recompile the complete title into a new edition. Another approach is looseleaf services. Binder volumes are updated by a package with instructions of which pages to remove and discard and which new pages to insert. Because the L 1500 revised material is integrated into the text, the researcher saves time. Typically, looseleaf services cost more than pocket parts both in dollars to the publisher and in the time to file the updates. Many law firm librarians have stopped binding law journals or legal periodicals. They reason that they are less likely to lose the entire volume—one issue may be off the shelf, but the other three issues are still on the shelf. In addition, the pressure for space savings and cost controls impels the decision to not bind materials that probably will be discarded in five years or less. Collection Development Policies Most collection development policies are informal and unwritten. They generally ‘‘support the immediate information needs of the practitioners’’ in that particular firm. Thus, one library that does extensive appellate work may have a historical collection of proposed regulations, extensive legislative histories, and old editions of significant treatises. Another firm will have a different collection with little historical material because of the nature of their work. Generally, the library seeks to have core materials to support the practice. The largest libraries define core materials to include multiple treatise titles on the same subject to give alternative views of the issues. Law firm libraries usually rely on academic and court law libraries to maintain extensive historical collection of earlier versions of statutes, regulations, or treatises. These materials are of interest to the legal scholar tracing the development of the law but are seldom used by the practitioner. Demand drives the number of copies of works held in the collection. If a set is frequently used in a lawyer’s office, the librarian acquires multiple copies of the title. In recent years as space constraints and budget limitations loomed, especially when coupled with the ability to retrieve documents from various electronic sources, the number of duplicate copies has shrunk. The collection is primarily legal information. However, the trend is to include more nonlegal information because the practice of law now requires research in other areas. In addition, the nonlegal materials help the lawyers understand their clients better. The reverse of acquiring, reviewing for continued supplementation, and/or discarding also varies widely. Decisions range from the librarian acting alone to heavy lawyer involvement in the process. The heavy involvement can vary from lawyers physically coming to the library to look at the materials to lawyers reviewing compilations of the materials with notations indicating costs and frequency of use. In other scenarios, the librarian surveys when the renewal comes due and/or reviews the complete subject matter at one time. Law Firm Libraries The retention policy varies from keeping permanently to keeping only the most recent few years of newsletters or law journals. Librarians, limited by space, are cognizant of alternative sources for the information. Citation patterns indicate the heaviest use of most materials is within two years of publication. CLASSIFICATION Law libraries use many approaches to cataloging and classification. Most generally follow the Library of Congress classification with some local variations to reflect the firm’s practice. For example, the Library of Congress classification puts pension materials in the labor area, but for many firms the pension practice focuses on tax aspects so these materials are reclassified into the tax area. The degree to which the collection adheres to the LC scheme is often driven by the maturity of the library. However, for smaller firms that have not had the money and people to manage their resources, the collection may lack an inventory, a catalog, or a classification scheme. Books are arranged in the manner that reflects the most vocal and important of the library users—probably by their practice preference. Thus, if one person takes the book off the shelf and another returns the book—especially if some additional books have been taken in the interim—the first book may not be reshelved in the same relative place. CIRCULATION SYSTEMS Law firm libraries, unlike public or academic libraries, can show people in the firm who has the book checked out. This approach improves the use of the collection because the attorney is able to find who has the book at any hour and call or go to their office to use the book. Circulation systems range from a notebook for the title, date, and initials of the attorney taking the book, to small cards and pockets with the cards completed and left in a box at the library entrance. Another method uses oversized cards in the book, which are to left on the shelf in place of the book. A few of the largest libraries now have systems with bar code readers that integrate the circulation records with the online catalog. Unfortunately, there is no security in a law firm library, except within the office itself. In other words, any time the office is open, so is the library. This means it is easy to walk out of the library without properly signing out the book. These ‘‘not on shelf/not signed out books’’ slow the lawyer’s response to the client. Efforts to find the needed information for the lawyer include office searches, contacting the likely users of the book by phone or e-mail, Law Firm Libraries broadcast e-mail to the entire firm, borrowing the book, or replacing it. STAFFING Staff sizes range from one solo librarian to staffs of 20 to 50, reflecting the size of the firm, the nature of the practice, the location of the firm, and the ability of librarians to prove their worth to the firm’s bottom line. On average, there is one professional librarian for each 43 attorneys. Many law librarians work in a solo shop with little or no clerical support. Most do not have the opportunity to bounce ideas off a peer during the normal workday. The solo librarian can achieve that professional interchange through participating in the local, regional, and national professional associations, and by regularly planned lunches with colleagues from other firms. Positions in the law firm library include professional, paraprofessional, technical, clerical, and administrative. The title manager, director, supervisor, or simply librarian indicates who is responsible for managing the library. The title reference librarian denotes one who focuses on providing reference and research answers. This person may also have special expertise in one or more subjects, e.g., tax, trademark, patents, immigration, labor, or business. Regardless of title, the actual responsibilities for each staff member cross the traditional functional activity lines because there is usually not enough work to keep a single function position busy for a 40-hour week. Librarians report to either a Library Committee, usually comprised of partners or associates, a library partner, the firm manager, or the executive director. Increasingly, the librarian’s performance review includes how closely aligned the library is with the firm’s business objectives. Education A masters in library science (MLS) is the entry-level professional degree. A significant number of law firm librarians also have law degrees. Law firms tend to be practical in orientation, so demonstrated skill and experience can substitute for the MLS. With more nonlegal research being done in the firm, an additional masters degree in business, science, or technology can increase the value of the librarian to the firm. Clerical, technical, or paraprofessional positions typically require a bachelor of arts (BA) degree or, significant demonstrated experience. These nonprofessional positions may include library network support, such as maintaining the library’s portion of the technology network, maintaining the firm’s intranet page, etc. 1501 Continuing Education Law firm librarians find opportunities for continuing their education in local, regional, and national programs. The American Association of Law Libraries’ (AALL) annual meeting typically draws one-third to one-half of the law firm members. In addition, AALL offers workshops in different cities. The local or regional chapters supplement the national association. Other professional associations offer continuing education opportunities as well: the Association of Legal Administrators has chapters in almost every city and also offers many telephone conference programs. The special Libraries Association and general library associations also provide opportunities for continuing professional education. Finally, each of the largest legal publishers present programs on topics related to private law firm librarians. Experience and Skills The AALL 2001 Salary Survey reports that on average, librarians have held their current position over six years.[5] HISTORY Lawyers rely on information—statutes passed by legislatures, written opinions from judges, and commentaries or treatises written by scholars or practitioners. The solo practitioner in the 1800s, as now, might have survived with very few books. As lawyers joined together forming law firm partnerships, their book collections grew. As the number of lawyers in the firm increased, the book collection grew as well. At around 50 lawyers the book collection—and the information needs—becomes so large and so complex the firm hires a librarian. One of the earliest law firm librarians, Elizabeth Finley,[6] began her career in New York in 1921. In 1961 she was the first law firm librarian to serve as president of AALL. (Through the 2001– 2002 year a total of five law firm librarians served as president: Jack S. Ellenberger 1976– 1977, Carolyn P. Ahearn 1991 – 1992, Mark E. Estes 1992– 1993, Kay M. Todd 1993 –1994.) Law firm libraries grew with the legal profession—in 1950 there were less than 60 U.S. law firms with libraries, by 2000 there were over 1500.[7] FUTURE Law librarians will work more outside of traditional roles and the physical confines of the library in the future. They will pay greater attention to customer service by attending L 1502 to what the customers value, not just what the customers say they want. They will translate their customers’ needs to publishers to create customized information products. These customized information products will enable customers, to retrieve more quality information for themselves. CHALLENGES A current trend in law firm recruiting is to hire more attorneys with three to five years of experience and fewer recent graduates. These attorneys come to the firm with expectations of library service from their old firm that differs from that available in their new firm. This challenges librarians to create ways to break the habits and expectations of these experienced new attorneys and convert them into loyal customers. The law firm librarian’s customers range in age from mid-20s to 70-plus. Generally, each of these generations has vastly different levels of comfort and skills in using technology to solve information problems The youngest attorneys tend to be the most comfortable with technology while the oldest tend to the least adept with it. The youngest technologically savvy attorney expects Web-like searching and has poor legal research skills. The older attorney has better research skills, but limited computer skills. This challenges librarians to balance the demands for hard-copy materials with the demand for desktop, Web-based research tools. Librarians also need new technology skills to keep up with the younger attorneys. Time Constraints on Getting/Using Information The demands of clients require faster than ever turnaround times from attorneys. This challenges some tenets of traditional collection development practices. Namely, libraries do not need to own everything if a book can be borrowed quickly. Attorneys often do without the information because they can’t wait the one to two hours required to borrow the book. Librarians must revise collection development policies and interlibrary loan procedures to provide timely access to information within limited budgets. Proving the Return on Investment Value The decision makers in law firms seldom use the library. Therefore, the librarian must build the case that money spent on information resources earns a significant return on investment. Librarians must track the usage of the library resources and the time spent on reference and research projects for clients and firm projects. These Law Firm Libraries firm projects include preparing the business dossiers for business development and designing and maintaining information resource systems. The librarian must report these statistics in a concise and meaningful way that demonstrates that the library saves the lawyers time, makes them more productive, and the firm more profitable. Confidentiality While some firms emphasize the confidentiality requirement by requiring employees to sign a confidentiality agreement, the employee is bound by the same ethical standards that apply to lawyers: namely, to not disclose confidential information to people outside of the firm. Nondisclosure includes the seemingly innocent remark of what a client plans to do in a future transaction. With publicly traded companies, this sort of breach could subject the librarian to federal insider trading laws as well. The firm, in order to protect itself against the conflict of interest posed by one or more attorneys or staff who worked for another firm or company adverse to a client, erects ethical or confidentiality walls. These ethical walls are intended to keep the attorney from seeing any part of the client’s file without prior clearance. The librarian, as knowledge manager, who knows when someone has researched a similar topic or issue, may inadvertently put two attorneys together to talk about a research result that could violate the ethical wall. The challenge then, is to integrate the barriers of ethical walls into the knowledge management system. REFERENCES 1. Westwood, H.C. Covington & Burling 1919 – 1984, at 91 (1986) in Seer, G.; Sidford, J. The Evolution of Law Firm Libraries: A Preliminary History. In Law Librarianship: Historical Perspectives, Gasaway L.N., Chiorazzi, M.G., Eds.; Fred B. Rothman & Co. Littleton: CO. 1996; 77 – 109 at 79. 2. McDermott, B.S. Proceedings of the Golden Jubilee Meeting, Philadelphia, Pennsylvania, June 25 – 28, 1956; Law Library Journal, 1956; Vol. 49, 419. 3. AALL 2001 Salary Survey; 2001; 12, Table 2. 4. Studley, J.S. Firm culture is reflected in design, space planning. Connecticut Law Tribune May 25, 1992, 18, 30. 5. AALL 2001 Salary Survey; 2001; 16, Table 14. 6. Ellenberger, J. Memorial: Elizabeth Finley. Law Libr. J. 1980, 73, 737. 7. Seer, G.; Sidford, J. The Evolution of Law Firm Libraries: A Preliminary History. In Law Librarianship: Historical Perspectives; Gasaway, L.N., Chiorazzi, M.G., Eds.; Fred B. Rothman & Co.: Littleton, CO, 1996; 77 – 109.
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