1. PAM 2017 Training: Antitrust Handbooks
Books & Treatises Committee
Leo Caseria, Co-Chair
Kay Lynn Brumbaugh, Co-Chair
Publications Officer
Jonathan Gleklen
August 16, 2017

2. The Process
Proposal (1-3 months)
Drafting (9-12 months)
Committee edits (2-4 months)
B&T edits (2-4 months)
Council edits (1-2 months)
Publication (1 month)

3. The Process
Proposal (1-3 months)
Drafting (9-12 months)
Committee edits (2-4 months)
B&T edits (2-4 months)
Council edits (1-2 months)
Publication (1 month)

4. Roles
Substantive Committee – Takes the laboring oar. Assembles a team, assigns a project chair, prepares proposal, performs all research, drafting, and most editing.
B&T – 1 Vice Chair guides substantive committee through the process, provides final edits before book goes to Council.
Council – Final review and approval.

5. Substantive Committee:
Roles
Committee Chairs
Project Chairs
Chapter 1 drafting team
Chapter 2 drafting team
Chapter 3 drafting team
Substantive Committee:
B&T: 1 Vice Chair.
Council: Typically split between 4 reviewers.

6. The Proposal
Description – Why is the book needed?
Table of Contents – How will the book be organized?
Team Leaders – Who will be in charge of the book and each chapter?
Proposed Schedule – How long will it take?

7. Drafting and Editing Issues
Issues to plan for in advance to avoid derailing your book:
Delays
Insufficient updating
Problems with format and style

8. Avoid delays by checking in with authors regularly.
Regular team calls
Reach out to team members individually
Loop in B&T at the first sign of a problem
Move quickly to get extra help if needed

9. Have a plan to capture all updates.
Update, Update, Update
Have a plan to capture all updates.
Major developments (Supreme Court cases, etc.) should be covered in Proposal
Discuss as a team to capture all other developments
Consider making a list of authorities
Assign someone to Shepardize
Assign someone to tag old citations for replacement
New: Manuscript Submission Checklist

10. New Tools
New: Quick Reference Guide
New: Template and Macros
New: Objectivity Standard
Continue to follow Style Guide and Blue Book

11. Quick Reference Guide
Abbreviations (Spell out first use in each chapter)
Capitalization (Actual names, not general references)
Punctuation (Em dashes, curly quotes, spaced ellipsis)
Case Names (Full cite at first reference)
Citations (Lexis/WL cites omit case number and date; include case cites for descriptions of legal holdings / arguments, not facts; make sure any legal discussion is supported with a citation)
Footnotes (5-footnote rule; spacing for long URLs; full case cites not italicized; short-form case cites italicized)
Cross-references (Reference by section not by page)

12. Style and Format
Draft in template, then run the macros. Available on Publications page in the Leadership portal (with instructions):
Use the Formatting Guide at pages of the Style Guide.
Use a Word version of a finalized handbook.

13. Objectivity Standard See Style Guide, page 5 (“OBJECTIVITY”)
Section books are “descriptive rather than prescriptive.”
Drafters must “report the law, not comment on it subjectively.”
“[T]he drafter’s view of the wisdom or correctness of any decision is inappropriate.”
Any contextual matter “must be presented in a balanced manner.”
New: Practice tips are now permitted
Consider doing X if Y happens.
If you do X, opposing counsel may respond by doing Y.
X can be difficult, so consider Y instead.

14. Final Steps
Tables of Cases
Foreword
Preface
Copyright Release

15. Books can be approved to follow a unique format or style
Unique Books
Books can be approved to follow a unique format or style
Examples: Evidence; Compliance; International Pricing
Primers
Monographs
Is it useful / does it make sense?
Be consistent

16. The Books & Treatises Committee
Mark Nelson
Michael Osborne
Stuart Plunkett
Rocky Tsai
Leo Caseria Kay Lynn Brumbaugh
Co-Chairs:
Vice Chairs:
Brandon Bigelow
Eli Burriss
John Carroll
Anne Layne-Farrar
Craig Minerva