1. Cost Effective Lexis & Westlaw and Alternatives to Lexis & Westlaw Sue Altmeyer c 2011

2. Topics Covered The Cost of Lexis & Westlaw Frugal Lexis and Westlaw Use WestlawNext Cost Effective Use Low cost databases Free Internet Sources Library Sources (briefly)

3. Flat Rate Plans Still care about cost effectiveness because: client charged Item maybe outside of plan Greater Usage = Greater Cost for Flat Rate Plan next year

4. How to tell when out of plan Lexis- items outside of plan not accessible. Another account to access off plan. Or, may have dollar signs. Westlaw- Message saying outside of plan. Or, Directory – click My Databases. Or set preferences to indicate off plan with *

5. Figures are from a Local Law Firm, 2008

6. 2010 Westlaw Law Firm Costs File/ServicesHourly (Per Minute) Transactional (Per Search) All Federal Cases$19.05 Ohio State and Federal Cases $23.08 Sixth Circuit Cases $8.60 All Ohio Cases$8.60 Get a Document/Find 14.00 (primary), $24.00 (secondary) Keycite$6.25

7. Computing Westlaw Costs Florida Briefs Multibase Click for rateFlorida Briefs Multibase Select rate = $26.42/min (see Westlaw 2010 Subscriber Agreement )Westlaw 2010 Subscriber Agreement Click Subscriber for per search cost Add communication charges -.22/min Add print/download costs –.05 per line or $27.50 per document

10. ? Do you remember any of the tips for cost effective research on Lexis and Westlaw from your before-class assignments?

11. BEFORE you search Ask librarian/managing partner about price plan. Use print or lower cost databases Plan your search before you go online Call the Reference Attorneys

12. Cost Effective Searching Narrowest Source I to check database contents Broad Search, then Focus/Locate Table of Contents Book Browse on LEXIS (not Westlaw) History (L) or Research Trail (W) – 24 hrs Westlaw – search transactional or hourly?

13. Searching, Cont’d Alerts Search by Topic/Headnote (L); KeyNumber/ Keysearch (W) Get a Document BY CITATION (L), Find (W) Links Embedded in Documents Shepard’s/Keycite instead of search 50 state surveys

14. Cost Effective Printing Westlaw decide per line or per document Print from browser Copy with Reference Get and Print, Find and Print

15. Keycite/Shepards Brief Check to Shepardize; Westcheck to Keycite Brief CheckWestcheck

16. WestlawNext Flat rate plan When view a document, charged a Find if that document is off-plan (will get warning) Save document in folder - access forever, costs after 1 yr. Document updates for one year for free. History saved one year, but charges next day after 2 a.m.

17. WestlawNext - Cost Recovery =charging back to client $60 per search plus a find charge for items clicked on PLUS a find charge for items clicked on (Transactional Mode) OR per minute charge (Hourly Mode) Cost chart – Click on Tools tab, then Subscriber Pricing Guide (non-discounted rates)

21. Cost Effective WestlawNext Some SEARCHING hints are different than Classic Westlaw PRINTING hints the same Keycite hints same, with some additional..

22. Some additional Keycite hints Case itself lists the most negative case Whether billed for keycite in addition to find depends on your plan Limit Citing References, use headnotes, depth of treatment keycite or kc: If need keycite, not text of case

24. Select a type of document to get filters, eg. cases

26. Cost Effective WestlawNext Preferences link – pick Hourly or Transactional. Begins charging when click on Document. Broad initial search Narrow using filters or search within results (as many as desired)

27. Cost Effective WestlawNext Searching - Transactional Pull up (Click on) the least amount of documents needed Show the most detail Documents ranked by relevance Use Folders & share (Free 1 yr and History (until 2 am following day)

28. Show Less or More Detail

29. More WestlawNext Searching hints Use Table of Contents instead of Book Browse Alerts Use Find Use Keycite for research instead of a search

30. Lexis Advance For Solos - $175/month, $315 for two lawyer firm A bargain – typically $3000 or more/

31. Reference Attorney Phone Nos. 800 45 LEXIS 1-800-REF-ATTY (733-2889) (Westlaw) 1-800-850-9378 for law students (Westlaw)

32. Low Cost Databases

33. Stripped down versions of Lexis/WL Casemaker –Free w/ free student OSBA membership Fastcase – Free w/ Cleve bar membership Lois Law – C-M no longer has, CLL has Versus Law – Free to Law students

34. Stripped Down Versions of Lexis/WL What does Lexis/Westlaw have these do not? Editorial features – headnotes, annotations Practice Books (except Loislaw) Law Review articles Better search mechanisms and coverage

35. Stripped Down Versions of Lexis and Westlaw Casemaker – best coverage for Ohio, except Ohio Misc. (1999-) Odd search syntax Fastcase – Natural Language, Visual Charts Loislaw - Best terms and connectors, field searching. Treatises. Alert searches. VersusLaw – Cheapest, worst coverage

36. Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “Shepard’s –Like Feature” Other LoislawYesYes – Ohio unreported 1997- Yes Treatises, Forms, Public Records (depends on plan) Case maker YesYes – Ohio unreported 1981- Yes Some Jurisdictions - Jury Instruc., Jury Verdicts, More

37. Contents Unanno Statutes Cases w/o Headnotes Unanno Regs “Shepard’s –Like Feature” FastcaseInternet links for 8 states Fed App 1925-, Ohio 1950 -, Ohio unreported 2000-.CoverageCoverage Mostly Internet Links Yes Versuslaw See help, Content/ Features Fed if pay more, no state Ohio 1950 -. Ohio unreported 1995 -. Older Fed District More $ Fed if pay more, no State Yes

50. Searching BooleanNatural Language FieldsSearch databases together LoislawYes - near2NoYes CasemakerYes - w/n, w/sent, w/para NoYesFed together, State together

51. Searching BooleanNatural Language FieldsSearch databases together FastcaseYes - w/nYesDate, cite look-up only Yes Versus Law Yes - w/nYes default connector is ADJ 4 fields, see help For addtl fee

53. Primary & Secondary – Specific Subjects BNA CCH Intelliconnect RIA Checkpoint See Electronic Resources page for links.Electronic Resources NOT low cost, but not charged back to clients Have primary and secondary sources, current awareness

54. BNA Current Awareness Articles, cases May contain past 12 years ex. U.S. Law Week/Supreme Court TodayU.S. Law Week/Supreme Court Today

55. BNA Libraries Cases, statutes, regs Practice books ex. ABA/BNA Lawyers' Manual on Professional Conduct, Labor and Employment Law Library, Tax and Accounting Resource Center - moreABA/BNA Lawyers' Manual on Professional ConductLabor and Employment Law Library Tax and Accounting Resource Center

61. CCH Intelliconnect Both Primary and Secondary Sources Topics Covered: Antitrust Banking Corporate Governance Health Care and Medicaid/Medicare Labor & Employment, Pensions Securities

62. CCH Boolean searching, w/n etc. Federated Searching Indexes Current awareness emails – Sign up InstructionsSign up Instructions Known for their fifty state charts Smart charts – create your own chart

67. Benefits of Low Cost Databases Over Free Internet Better Search Mechanisms Coverage May be more current Trustworthiness Aggregated Info – One stop shopping

68. What’s on the Free Web All US Supreme Court Cases Reported Federal Appellate from 1882 Some Unreported Fed App, Fed District State cases: reported – 1950. unreported - early-mid nineties

69. What’s on the Free Web, cont’d Statutes & Regulations- federal and states Municipal Ordinances Law Review Articles Forms Dockets, Briefs & Pleadings LOTS more!

70. Start with a Good Internet Portal From theLibrary Home Page – Legal Research on the WebLibrary Home PageLegal Research on the Web Public Records & People Finders Cornell Legal Information Institute (LII) FindLaw Other Portals

71. Use LEGAL Search Engines Cornell University Legal Research Engine LexisWeb FindLaw LawCrawler Justia

72. Case law Google Scholar – state reported 1950-, fed circuit/ district 1923- Google Scholar Ohio Supreme Court LexisOne – Last 10 yrs, Lexis searching LexisOne Legal Research on the Web - Cases

74. Google Advanced Operators AROUND –ex. constitution AROUND(5) "home rule“ ~ searches for synonyms and related words ex. ~constitutionality - searches for constitutional, unconstitutional, etc. * placeholder for a word. Ex. sexual * abuse picks up “sexual misconduct abuse”, “sexual child abuse”, etc.

75. Web Sites to Know Thomas.gov – Federal Legislative History Thomas FDSys - Fed’l Govt. FDSys PACER – Federal Court dockets PACER Some dockets have full text documents ex. Ohio – Montgomery & Summit Counties, federal Martindale Hubbell Law Digest

76. Library Resources C|M|LAW - Lexis Academic Cleveland Public - Ohio Westlaw Pro se Lexis - Justice Center County Law Libraries – may charge fee to use computer. Lexis, Westlaw or both

77. Assignment Use ELECTRONIC SOURCES Do not use Lexis or Westlaw