1. Latham & Watkins operates as a limited liability partnership worldwide with an affiliate in the United Kingdom and Italy, where
the practice is conducted through an affiliated multinational partnership ©
Copyright 2005 Latham & Watkins. All Rights Reserved.
Information R
Presented by Victoria Boylan
November, 2007

2. 2
Information Resources: Records Projects and
Activities, 2007
• Paralegal Support Program
• Bi-Monthly educational staff meetings
• Quarterly Records Staff Lunch and CLE Program
• Chicago Records Web Page
• Enhanced Training Sequence for new Records staff
• Monthly reporting of Staff Productivity and Project Statistics
• LegalKey training for secretaries
• Records staff attendance at ARMA educational meetings
• Annual Distribution of Chicago Records Handbook
• Records participation in Information Resources Internship Program
• Cross-training Programs with Office Services Staff, floaters and night staff
• Attorney Desktop Training program for secretarial and paralegal staff

3. 3
Information Resources: Records Orientation
Program
Usually, on the second day of employment, Paula Brown meets with the
new hires. A copy of the Chicago Office Records Management Handbook
and Paula’s business card is provided. Paula explains that most of these
areas will be handled by their secretaries and paralegals, however it is helpful
to understand how to interact with the file room. During the next 10-15
minutes the following PowerPoint information is covered:
• Reporting relationships
• Staff possessing paralegal certificates and how they may be of assistance
• CH Records Mailbox
• Service hours
• Help Line
• The Central File Room
• The Document Room
• Records Work Order or variations

4. 4
Information Resources: Records Orientation
Program, Cont’d
• Levels of offsite storage service
• Conveying all requests in writing, i.e. filing, file creation or retrieval
• Conflict of Interest Checks
• File Integrity
• The storage of binders
• Releasing files to other counsel or termination of representation
• Files migrating from user to user
• Ethics Walls
• Shredding
• Supplies
• Departure of legal personnel
• Retention Program
• Attorney Desktop and Legalkey

5. 5
Information Resources: Records Statistics, 2007
Records Department Monthly
Report
October 2007
Tasks Jim James Jennifer C. Jennifer O. Paula
Work Orders 85 3 207 162 10
Files Created 395 22 749 1149 108
Files Checked Out 140 369 183 322 3
Files Checked In 35 206 194 98 105
Retention Boxes Destroyed/Returned 1 1215 793
Files Released to Law Firms
Risk Management Folders 100
Records Management
Attend/Arrange Meetings 10.25 hrs
Coordinate 1.5 hrs.
Staff Totals 655 600 1434 2946 1019*
Monthly Totals 6654
Boxes Transferred Offsite 162
* This number does not reflect time spent in supervisory activities

6. 6
Information Resources: Records Goals for 2007
• Expansion of Chicago Retention Program
• Introduction of Paralegal LegalKey and Attorney Desktop training program
• Coordinate Program with Office Services for scanning of all case room files
and boxes in the Chicago office
• Introduction of Staff Support Training program
• Creation of the Attorney Desktop Secretaries Committee

7. 7
Information Resources: Library Staff
• Deborah Rusin MLS, Reference Librarian
Reference with a specialization in corporate/securities, Westlaw
passwords, Sullivan’s Directory, and training.
• Margaret Yamin BA, Senior Library Assistant
Library catalog, virtual library, general reference, inter-library loan,
Livedgar passwords, vendor invoices, routing lists, collection maintenance
and statistics.
• Jim Vendiola BA, Information Resources Technician
Serials inventory, virtual library, inter-library loan, routing lists, collection
maintenance, statistics and the library intranet.

8. 8
Information Resources: Library Staff, Cont’d
• Joel Bland MLIS, Reference Librarian
Reference with a specialization in high tech and telecommunications.
Lexis passwords, Martindale-Hubbell, and training.
• Victoria Boylan MLS, Information Resources Manager
Administrative head of the Chicago Library and Records departments.
Responsibilities include setting policy and procedures, budget planning,
collection development, retention policies, purchase approval,
orientation and training, vendor relations and contracts.

9. 9
Information Resources: Library Projects and
Activities, 2007
• Library Orientation for summer and new associates
• Outreach to new associates has been successful, 47% increase from
first half of 2006 compared to second half
• Chicago Virtual Library
• Library Procedures Manual
• Library map
• Statistics for library services and practice areas
• Dominican graduate library internships
• Staff Development Plan
• Library Orientation Manual and training program established for new
library staff
• Outreach to Litigation practice area is improving, 31% increase from
first half of 2006 compared to second half

10. 10
Information Resources: Budget, Expenditures and
Cost Recovery, 2007
• Records
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
62100 RecordsStorage 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 12,500.00 150,000.00
62120 RecordsRetrievalExpense 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 6,500.00 78,000.00
62130 RecordsRetrievalCredits 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 12,000.00
62140 Shredding 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 5,000.00 60,000.00
74110 RecordsSupplies 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 24,000.00
TotalRecordsServices 27,000 27,000 27,000 27,000 27,000 27,000 27,000 27,000 27,000 27,000 27,000 27,000 324,000

11. 11
Information Resources: Budget, Expenditures and
Cost Recovery, 2007
• Library
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
72000 Serials/Continuations/Replacements38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 38,000 34,000 34,000 448,000
72200 New Acquisitions 1,000 0 1,000 1,000 1,000 1,000 0 1,000 1,000 1,000 1,000 1,000 10,000
72300 Office Copies 15,000 15,000 11,000 11,000 11,000 11,000 11,000 11,000 11,000 11,000 11,000 11,000 140,000
72350 Directories 0 0 0 0 9,000 0 31,000 0 0 0 0 0 40,000
72400 Electronic Subscriptions 33,000 33,000 33,000 33,000 33,000 33,000 33,000 33,000 33,000 33,000 33,000 33,000 396,000
72550 Professional Expense Memberships 0 0 0 1,100 0 450 175 0 0 0 0 0 1,725
72560 Professional Expense Training 0 50 50 50 1,500 0 1,500 1,500 50 50 3,000 50 7,800
72600 Special Supplies & Equipment 0 0 0 0 0 0 0 0 0 0 0 0 0
72700 Binding 0 0 0 0 0 0 0 0 0 0 0 0 0
72750 Looseleaf Filing Service 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 3,000 36,000
72800 Other Library Access Charge 0 0 0 0 0 0 0 0 0 0 0 0 0
72810 Library Administration 100 100 100 100 100 950 100 100 100 100 300 350 2,500
Total Library 90,100 89,150 86,150 87,250 96,600 87,400 117,775 87,600 86,150 86,150 85,300 82,400 1,082,025
Data Base Services
73000 Lexis 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 312,000
73100 Lexis Credits 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 26,000 312,000
73150 Westlaw 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 65,000 780,000
73200 Westlaw Credits 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 100,000 1,200,000
73250 Client Library Materials Svcs 2,300 2,300 2,300 2,300 2,300 2,300 2,300 2,300 2,300 2,300 1,500 1,500 26,000
73270 Client Library Materials Svcs Credits2,400 2,400 2,400 2,400 2,400 2,400 2,400 2,400 2,400 2,400 2,400 2,400 28,800
73300 Other Databases 21,000 21,000 21,000 21,000 21,000 21,000 21,000 21,000 21,000 21,000 19,000 19,000 248,000
73350 Other Database Credits 17,000 17,000 17,000 17,000 17,000 17,000 17,000 17,000 17,000 17,000 15,000 15,000 200,000
Total Data Base Services 259,700 259,700 259,700 259,700 259,700 259,700 259,700 259,700 259,700 259,700 254,900 254,900 3,106,800

12. 12
Information Resources: Library Orientations
• Orientations for new and summer associates are generally conducted under 2
hours. Each person is provided with a package of material, i.e. Martindale-
Hubbell profile sheet, Chicago Library Services Guide, Lexis and Westlaw
pricing sheets, library map, and the corporate and litigation resource training
handouts.
• Part I Introduction to the Libraries presented by Vicky Boylan
• Introduction of staff
• Purpose of orientation and training
• Review handouts
• Discuss sections of the Chicago Library Services Guide
• Review the costs of Lexis and Westlaw, methods to calculate the costs
and cost effective searching
• L & W Intranet Library Home Page
• Review Rosters, Library Catalog, portions of the Link Library, MCLE,
Online Subscriptions, Virtual Library

13. 13
Information Resources: Library Orientations
Cont’d
• Part 2 Litigation Resources presented by Vicky Boylan or Joel Bland
• Litigation Resource Training includes an overview of reliable and
appropriate sources for state and federal primary law as well as
secondary materials available thru the Latham print and virtual libraries.
• Federal Laws, Statutes, and Regulations
• Illinois Laws, Statutes, and Regulations
• Legal Encyclopedias
• Treatises
• Restatements
• Loose-leaf Services
• Law Reviews and Journals

14. 14
Information Resources: Library Orientations
Cont’d
• Part 3 Corporate Practice Case Study presented by Deborah Rusin
• Debbie presents a corporate practice case study with “real” research
questions. The exercise covers sources that utilize both “for pay” and “no
password required” found thru the print and virtual Latham libraries.
Sources for Company Backgrounds and Financials
Company profiles and directories
Financials/SEC filings
State Corporate Law and Law Governing Corporate Mergers
Illinois and Delaware, primary codes and Aspen treatises
Cases and Treatises
Lexis and Westlaw, Matthew Bender and BNA
SEC Materials
Releases, no-action letters, cases

15. 15
Information Resources: Library Statistics, 2007
Jan-07 Feb-07 Mar-07 Apr-07 May-07 June-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Y-T-D
Case Pulls, Print Materials from Library
Collections, and Cite Checking
17 11 16 20 13 8 10 28 11 134
Corporate Information 27 34 19 23 37 35 24 40 29 268
Court Documents 0 0 0 1 0 0 0 0 0 1
Foreign and International Research 0 0 0 0 1 0 0 0 0 1
Intellectual Property -- Patent, Trademark and
Copyright Research
12 5 8 9 12 10 7 14 3 80
Interlibrary Loan 19 16 19 14 14 13 26 29 14 164
Investigative Research 57 31 37 32 43 37 25 40 13 315
Legislative Histories 0 1 0 1 1 3 4 1 1 12
Miscellaneous 0 0 0 1 0 0 0 0 0 1
People Search 0 1 2 1 3 1 1 4 2 15
Public Records 0 0 0 0 1 0 0 0 1 2
Regulatory Searches 2 0 3 3 1 1 3 0 0 13
Watch Service 0 2 1 0 1 0 0 0 0 4
Monthly Totals 134 101 105 105 127 108 100 156 74 1010
Library Statistics by Services Category
(January '07- September '07)

16. 16
Information Resources: Library Statistics, 2007
Cont’d
Jan-07 Feb-07 Mar-07 Apr-07 May-07 Jun-07 Jul-07 Aug-07 Sep-07 Oct-07 Nov-07 Dec-07 Y-T-D
Corporate (31) 18 21 12 13 18 19 6 16 7 130
Environment, Land & Resources (8) 1 1 1 2 3 1 4 3 2 18
Finance (44) 10 7 9 13 13 5 9 20 6 92
Litigation (74) 42 18 35 27 46 20 20 52 23 283
Tax (14) 4 4 6 7 5 11 3 3 2 45
Unassigned (68) 45 35 18 26 25 43 35 34 25 286
Other Departments 5 3 0 3 2 0 0 1 0 14
Other Offices 2 1 3 3 8 2 4 4 2 29
Monthly Totals 127 90 84 94 120 101 81 133 67 897
Library Statistics by Department
(January '07 - September '07)

17. 17
Information Resources: Library Statistical
Analysis, 2007
Library Service Percentages by Practice Area Attorneys
• Corporate 27%
• Environmental 18%
• Finance 16%
• Litigation 31%
• Tax 24%
• Unassigned 22%
Percentage Increase in Service Requests from 1-6/06 compared to 7-12/06
Corporate 26%
Finance 16%
Litigation 11%
Tax 40%
Unassigned 47%

18. 18
Information Resources: Print Library Reporters
and Sets Evaluated for Elimination
• Federal Supplement
• Federal Rules Decisions
• Bankruptcy Reporter
• Illinois Reports
• California Reporter
• AmJur or Corpus Juris

19. 19
Information Resources: Library Eliminations,
Cont’d
• Additional Materials for Evaluation:
• Northeastern
• Tax Reporters
• PLIs
• Duplicate loose-leafs, journals, newsletters

20. 20
Information Resources: Library Goals for 2007
• Notification of Lexis and Westlaw users with high dollar amounts to reduce
costs and improve searching skills
• Evaluation of existing print collection for downsizing, utility, and
reorganization
• Program of assigned staff to specific practice areas for expansion of
reference services
• Increase billables
• Continue outreach to Litigation department, investigate departmental
meetings and other marketing opportunities
• Continue database CLE sessions including CCH,RIA, AccessPlus, and BNA
among others
• Library Intern program
• CCH and RIA virtual training sessions to tax department

21. 21
Information Resources Departmental Shared
Goals, 2007
• Coordination with Paralegals and PAs
Increase services and improve work flow
• Cross training and cross staffing
Investigate and identify common tasks in Record and Library
• Cost Recovery
Investigate additional methods of billing for both Records
and Library services

22. Chicago Library Services and Projects
• SERVICES
• Case Pulls and Cite Checking
• Corporate Research
• Court Document Retrieval
• Database and Internet Searches and Assistance
• Foreign and International Research
• Investigative Research
• Interlibrary Loan

23. Chicago Library Services and Projects, Cont’d
• Legislative Histories
• Literature Searches
• Intellectual Property Research
• People search
• Research of Public Records
• Regulatory Searches
• Watch and Alert Searches

24. Chicago Library Services and Projects, Cont’d
• RESEARCH PROJECT EXAMPLES
• I need the statutes and regulations pertaining to underground storage tanks for
Iowa, Indiana, Michigan and Washington.
• We are meeting with a new client in a few days and would like to have as much
information on the company as possible (i.e. cases, news articles, website
information, Dun & Bradstreet report, financials, etc.) The name of the company
is Bistro Express.
• I believe there have been a few news and journal articles sometime within the
last two years about Leeds Weld. Can you find me these articles?
• I’m going to court in an hour and need to have the California statute of limitations
regarding the Fraudulent Transfer Act. Can you get me this before I leave?
• I’m working on a memo and I would like to research laws and regulations
regarding the transfer of nursing home patients.
• I need a KeyCite report and search of Ohio statutes for appointment of receiver.
• We are working on a financing termination document, can you find other
termination language in merger and acquisition deals over $1 billion.
• Can you find some sample SEC filings announcing change of fiscal year to
calendar year?
• I need a legislative history of WA State Law 2003 Chapter 35.