Best Practices for Internal Research Work Product Databases
As a follow up to my prior post on full-text keyword searching versus controlled vocabularies, I am wondering what law firms are doing regarding harvesting and re-using their internal research work product (research memos, client bulletins and newsletters, reasoned opinions and the like).
I know of some firms that actually catalog them in a separate database using a simplified legal taxonomy. I assume the other extreme is doing nothing but making them available on a document management system (DMS) to be searched full-text by keyword.
For those that do some level of profiling or cataloging:
1) What taxonomy works best (and at what level of detail)?
2) Do you rename the document?
3) Do you keep the documents in a stand-alone repository or library (or are the documents in the same repository as client files)?
4) How many staff are involved? Full-time?
5) Do you evaluate documents for quality before they are added? If so, who does that?
6) Do you weed or cull documents after a certain period of time (e.g., after 10 years)?
If any readers of SLAW are willing to comment here or to reply to me offline, I would be happy to later update this post with any some of the best practices that are followed.

Comments are closed.