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There is some rumbling from Alberta this week. The Alberta Courts are no longer publishing decisions on their website, but rather redirecting visitors to CanLII.  The rumbling comes from the seeming abruptness of this move, and the worry over whether decisions will be available as quickly for browsing on CanLII as they were on the Courts website – not about the change itself.

As a process improvement professional, I am the last person who would make a negative comment about change.  How a change project is executed is another matter.

Having CanLII as the primary public source for  Alberta Court decisions does mean that there are a couple of things that users external to the Courts will have to do.

  1. Update any links to judgments that point to www.albertacourts.ca that are on your website, on your intranet pages, in your documents, or in your internal procedures and training manuals.
  2. Move to RSS feeds from CanLII for Alberta decisions – you can even limit your feeds by subject

A cheat for updating your links

CanLII uses a static pattern for individual case links, bless them! It follows the pattern: website/language preference/jurisdiction/neutral court reference/doc/year/neutral cite no spaces/neutral cite.html

If your old URL is

http://www2.albertacourts.ab.ca/jdb/2003-/qb/civil/2011/2011abqb0519.pdf

your new URL will be

http://www.canlii.org/en/ab/abqb/doc/2011/2011abqb519/2011abqb519.html

There are decisions from the Alberta Courts that are not available on CanLII, so you will have to test all your links.

 

I have been reading in the area of Lean Six Sigma lately and have come to the conclusion that good legal research practices and good project management skills have wide overlap. An excellent article from the May 2014 issue of Quality Progress by H. F. Ken Machado titled Plan of Attack: Managing the anatomy of your key projects is fundamental to organizational success has reinforced my conclusion.

Typically, the organizations cannot afford to work on all priority requirements that demand attention. At the same time, certain projects stand out because they are fundamental to business success. For those projects, the conditions for success must be formally and fully defined.

Typically, the legal researcher cannot afford to work on all priority requirements that demand attention. At the same time, certain issues stand out because they are fundamental to client success. For those projects, the conditions for success must be formally and fully defined.

Today’s Tip: treat your legal research question like a project – plan your research. Stick to your path before you follow the side trails that are revealed as you travel. Planning your research should help you find the most time and cost effective path to answering the question.

 

For the last 3 legal research tips of 2014 I decided to give my opinion of the 3 most critical personal characteristics for being a successful legal researcher. I think the most important personal characteristic is integrity.

Integrity means that you do what you promise. You are ethical, honest, decent, and appropriate. You ask for help when you need to, regardless of what your ego suggests. You are dependable.  If you provide an answer, it is as correct and complete as it can possibly be and you are open about limits to your capabilities.

Integrity in answering a legal research problem means that the truth of your analysis is irreproachable. If you make a mistake, you own it.  Your mistakes are never purposeful. It may be difficult to predict your ability to meet deadlines for legal research answers, so integrity means that you persist in learning skills that will help you maintain your integrity in providing correct information efficiently and effectively.  Let’s face it, there is a huge amount of information and it is easier and easier to find data that can be used for an answer; integrity keeps us seeking the best answer for our client.

I think integrity is the most critical personal characteristic for legal research, and most other life questions.

May your 2015 be filled with integrity – yours and everyone you connect with as well.  Happy New Year

 

For the last 3 legal research tips of 2014 I decided to give my opinion of the 3 most critical personal characteristics for being a successful legal researcher. I think the second most important personal characteristic is persistence.

Persistence means that you are devoted to an activity, persevering, tenacious, dedicated, determined, unwavering. You are intent on answering the question.

If you are not persistent in answering a legal research problem, there is potential to find an answer rather than the best answer for your client.  It will be easy to take the path of least resistance to an answer.  Let’s face it, there is a huge amount of information that can be used to finding an answer but what we always seek is the best answer for our client.

I think persistence is a critical personal characteristic for legal research.

Next week – characteristic #1

 

For the last 3 legal research tips of 2014 I have decided to give my opinion of the 3 most critical personal characteristics for being a successful legal researcher. I think the third most important personal characteristic is engagement.

Being engaged means that you are involved in an activity, committed, interested, embedded, in gear, active, diligent. You are fully focused on the task at hand.

If you are not engaged in a legal research problem, it will be difficult to harness the creativity that is necessary to see potential paths to an answer.  It will also be difficult to maintain your course on a known path to an answer.  Let’s face it, there is a huge amount of information that can be detrimentally distracting if you are not engaged on finding an (or the) answer to the question you are working on.

I think engagement is a critical personal characteristic for legal research.

Next week – characteristic #2

 

December 10 has been celebrated as International Human Rights Day since a United Nations declaration in 1950.  Today’s Tip is to remember that International Conventions may apply to domestic affairs.

United Nations material can be accessed through http://www.un.org/ and email or RSS alerts for UN documents are available.

My favourite starting point when international law intersects my legal research is a University Law Library research guide like this one from the University of Calgary.

 

Over at Slaw yesterday I posted about JADE – a web service for locating decision from Australia that is aimed at law firm users.  Today’s Tip is about when you would look to foreign decisions.

In The Comprehensive Guide to Legal Research, Writing & Analysis by Moira McCarney, Ruth Kuras and Annette Demers (Emond Montgomery, 2013), the writers remind us:

…not all legal disputes can be resolved by Canada’s domestic legal system. Foreign domestic law becomes relevant in many situations, including:

  • acquiring, disposing, or bequeathing real or personal property located in a foreign jurisdiction
  • incorporating in, trading with, or conducting business in a foreign jurisdiction
  • banking or investing in a foreign jurisdiction
  • suing or enforcing a judgment against another’s property located in a foreign jurisdiction
  • resolving family issues such as child custody of and access to minor children where one parent resides in a foreign jurisdiction

The authors go on to say:

Canadian courts use the law of a foreign jurisdiction to interpret domestic law that is not yet settled.  Although legislation and judicial decisions from foreign jurisdictions are not binding on Canadian courts, domestic law from Commonwealth countries such as the United Kingdom and Australia, and from common-law jurisdictions such as the United States, may be used to inform Canadian courts of the development of the law in countries with domestic legal systems that are similar to that of Canada.

There you have it.

 

The legal research process has some basic rules. I have often articulated the analysis part of the legal research process as this:

  • Your job is to answer a question
  • Filter your analysis through the potential avenues of Tort, Contract, Equity, Unjust enrichment
  • Make sure you look at the “bad for your client” materials and include them
  • If you can’t find anything on point, make an analogy

Today’s Tip is about analogies.

How do you make an analogy? Brainstorm (alone or with a team), use a thesaurus to spark ideas, think about your past work (at the heart of it, isn’t this issue a bit like…), ask yourself what the opposite of your client’s desired outcome is and frame your research from that perspective, get creative with your legal reasoning.

Analogy is an important tool for legal reasoning. As Professor Lloyd Weinreb states in his text, Legal Reason, The Use of Analogy in Legal Argument (Cambridge University Press, 2004):

There is something distinctive about legal reasoning, which is its reliance on analogy. Leaving more precise definition for later, an analogical argument can be described as reasoning by example: finding the solution to a problem by reference to another similar problem and its solution.

 

Yesterday at Slaw I posted about some legal research apps.  Today I want to tell you how I use my iPad for mobile research.  For me, it is about two things.  Being prepared and carrying convenience.

I download things that I know I will likely need and I don’t carry paper, or a laptop.  What kind of things do I mean?

  • I have a current copy of the Rules of Court in PDF in iBooks sorted into a “legislation” folder [note that it is UP TO ME to make sure this is current]
  • I also have a PDF copy of the topic of whatever it is that I am ‘going’ out to talk about
    • for me this is survey data, reports, minutes, memos, or presentations and their notes
    • if I was a lawyer if might be a searchable PDF copy of an affidavit of records with bookmarks on the key elements that I want to address in a Questioning; it might be a document with hyperlinks to web sources of material if Internet access was assured; it might be multiple drafts of an  agreement
  • I have my Irwin Law eBook of Ted Tjaden’s
  • I have my CCH Rapid Finder
  • a bunch of Ukulele music

Just in case, I have a Quicklaw App, the WiseLII app, and quick links in my iPad browser to LexisNexis Quicklaw, WestlawNext Canada, CanLII, the Alberta Queen’s Printer public website, Justice Canada Laws, LegisINFO and the Legislative Assembly of Alberta sites.

Perhaps my mobile habits relate to the fact that I also have access to my desktop from my iPad (and phone) thanks to the cleverness and capability of the fine Information Technology folks that I am lucky to work with.  There is also a special security feature in the form of a mobile device management tool that would allow a remote scrub of my device if lost or stolen and an extraction of the work related material in the (unlikely) event that I part ways with my employer.

What legal research do you DO with your mobile device?

 

 

There are about 2300 public libraries in Canada. This doesn’t include a count of libraries with multiple branches. The bottom line is that most Canadians will have access to information that they need from a public library near them.

Today’s Tip is to make use of those wonderful resources. Books like the Handbook of Fixed Income Securities by Frank J. Fabozzi (Toronto: McGraw-Hill, 2012) or The Master Painters Institute Approved Products List 2012, which reveals the architectural painting specification manual, may never be items that you would purchase. They will absolutely be available through a public library*.

If something you need isn’t in your local public library, I can guarantee that public librarians will use their networks to help track down a source.

*Sample titles were acquired doing a search of the EdmontonPublic Library catalogues Reference shelf title additions limited by the date rage 2012 and newer.