I improve information access. I have worked for non-profits and academic institutions, managing small and large information, library, and technology teams. My interests have frequently led me to consult with businesses and other organizations on their technology and information issues. I focus on the intersection of technology and information, including knowledge management, competitive and business intelligence, use of metrics and analytics for better decision-making and resource management, and emerging trends in information technology and information management areas. Professional writing and speaking enable me to focus on a wide variety of topics.
Law Society of Upper Canada, Toronto, Canada
- Manager, Legal Information: September 2007 – present
Responsible for the Law Society’s Web site strategy and content management team, the Great Library, and corporate records and archives. Provide services to LibraryCo, Inc. on electronic subscriptions and strategic directions.
Cincinnati Law Library Association, Cincinnati Ohio
- Director: June 2004 – August 2007
University of North Texas School of Library and Information Science, Denton, Texas
- Adjunct Lecturer, Web Development and Maintenance (5714), 2007
University of Northern Kentucky Salmon P. Chase College of Law, Highland Heights, Kentucky
- Adjunct Lecturer, Basic Legal Research, 2004, 2005
American Bar Association, Chicago Illinois
- Acting Chief Information Officer: April 2003 – August 2003
- Director, Legal Technology Resource Center: November 1999 – May 2004
- Manager, Web Development and Systems, September 2003 – May 2004
University of Illinois at Champaign-Urbana Graduate School of Library and Information Science, Champaign-Urbana, Illinois
- Adjunct Lecturer, LEEP Program, 2000, 2002-2005 Using Networked Information Systems (LIS353LE/LIS454LE)
- Adjunct Lecturer, LEEP Program, 2003, 2005, Law Resources (LIS433GLE, LIS530GLE)
Southern Methodist University School of Law Underwood Law Library, Dallas, Texas
- Head of Computing and Technology Services: January 1998 – November 1999
- Electronic Services Librarian: May 1996 – December 1997
O’Faolain Web Design
Web consulting and design: July 1997- October 1999
McGlinchey Stafford Lang, Little Rock, Arkansas
Law Clerk and Librarian: May 1994 – May 1996
Future Law, Ann Arbor, Michigan
Technical Support and Marketing for the Privilege Case Management software: August 1992 – August 1993
Practice Law in the Cloud, Thomson Reuters Carswell, January 2013 (110 pages, ISBN: 9780888046079 )
Finding and Managing Legal Information on the Internet, Second Edition, Canada Law Book, March 2012 ( 230 pages, ISBN: 9780888045652)
Finding and Managing Legal Information on the Internet, Canada Law Book, May 2010 (188 pages, ISBN: 9780888045065)
[see also my columns at the Slaw.ca blog]
Crowdsourcing Legal Information: Fad or Change Agent?, Law.com, October 22, 2013.
Open Source File Storage and Synchronization for Law Firms, Law.com, October 17, 2013.
A Quick Orientation to Cloud Search Tools, Law.com, October 16, 2013.
Backward/Forward: Are These Rules Still Revolutionary?, Law.com, April 4, 2013. [book review of Guy Kawasaki's Rules for Revolutionaries, 13 years on]
Lock and Key: Data Protection and Governance in the Cloud, Managing Partner, January 30, 2013.
Product Review: Thomson Innovation, FreePint Subscription Report Series, August 2012.
Integrating Technology Into Your Trial Practice, For the Defense (Criminal Lawyers Association Newsletter), compiled by Simon Borys, contributed with Phil Brown, Taro Inoue, and Jacob Jesin, February 2012.
Flip Your Research 360°, Law Technology News (online only), June 2011.
Book Review: When Gadgets Betray Us (Robert Vamosi), Law Technology News, May 2011.
Get the Electronic Licence You Want, Canadian Law Library Review, 2011.
2010 LTN Innovation Awards, Law Technology News, February 2011.
Dowsing for Gold, Web Watch column, Law Technology News, May 2010.
Rethink Open Source, Law Technology News, April 2010.
Doing More with Less: Innovative Ideas from Small Law Libraries, American Association of Law Libraries AALL Spectrum, November 2009.
Tech Turbulence: Lost in Time, Law Technology News, October 2009.
Right Size Your Research, Ontario Bar Association (OBA) Briefly Speaking, August 2009.
Get Your Intranet Engines Started, Special Libraries Association (SLA) Legal Division Quarterly (LDQ), Winter/Spring volume 16, nos. 1 and 2, March 2009.
10 Ways to Stretch Your Research Dollars, Law Practice, March 2009. (with Catherine Sanders Reach)
Slip Sliding Away, Law Technology News, November 2008.
Book Review: The 2008 Solo and Small Firm Legal Technology Guide, Legal Information Alert. September 2008 (June 2008)
Simply Powerful, Law Technology News, December 2007.
- Reprint: Stay Informed: It’s Really Rather Simple, Law.com, December 17, 2007.
- Podcast: Law Technology Now Exploiting RSS’ Potential (MP3) on LegalTalkNetwork.com, December 2007.
Put the Squeeze on Your Technology, Cincinnati Bar Association CBA Report, April 2007.
Small Firm Focus: Buying Blunders, Law Technology News, March 2007.
- Reprint: How Small Firms Can Upgrade Hardware While Keeping Costs Down, Law.com, March 2007.
A Technology Sampler Platter, Library Hi Tech News, July 2006.
Legal Research: Opinions Online, Law Technology News, July 2006.
- Reprint: Legal Research? Take it to Court, Law.com, July 2006.
A Collaborative Experiment: ohiolawlibrary.org, American Association of Law Libraries (AALL) State Court and County Law Library (SCCLL) Special Interest Section News, Spring 2006.
Book Review: Directory of Periodicals Online, Business Information Alert, October 2005.
Library Spotlight: Blend Your Legal Research, Law Technology News, July 2005.
- Reprint: Blend Your Legal Research: Cost-Saving Services Complement Westlaw and Lexisnexis, Pennsylvania Law Weekly, December 2005
Office Administration: Automating Benefits and Payroll Services, Law Technology News, April 2005.
Book Review: The Essential Formbook, Law Technology News, April 2005.
Glum News About E-Billing, Law Firm, Inc., October 2004.
- Reprint: Glum Times for E-Invoices, Law Technology News, October 2004.
- Reprint: Electronic Billing: Glum Times for E-Invoices, New Jersey Law Journal, October 2004.
- Reprint: The Benefits and Costs of Electronic Billing, Legal Times, October 2004.
What’s Up with Wireless?, Philadelphia Lawyer, Summer 2004.
Time and Billing, Small Firm Business, March 2004.
- Reprint: Who Knows Where Time Goes? Small Firms Can Benefit from Time and Billing Software, The Recorder, April 2005.
Where is the Portable Lawyer?, Wisconsin Law Journal, November 2003 (special edition).
Technology Decisions: What to Buy? What to Buy?, Association of Legal Administrators’ Management Encyclopedia 2003, November 2003.
What’s Hot and Not in Small and Mid-Size Law Firm Technology, Law Office Management and Administration Report, November 2003.
Beyond 2003: Predictions 2013, Law Technology News, October 2003.
Taking Command of Your Inbox, Philadelphia Lawyer, Fall 2003.
Feasibility and Viability of the Digital Library in a Private Law Firm Library, 95 Law Library Journal 369 (2003). (co-authored with Molly Flood and Catherine Reach)
Second Opinions: Getting in Front of I.T. Challenges, Law Technology News, August 2003.
Make Online Research Time More Productive, Philadelphia Bar Association Bar Reporter, July 2003.
8 Reasons to Summon FedEx and UPS Online, Law Firm, Inc., April 2003.
Case Software Helps Automate Your Office, Philadelphia Bar Association Bar Reporter, March 2003.
Second Opinions: Unwiring Your Home and Office, Law Technology News, March 2003.
The Near Future for Technology and the Lawyer, Wisconsin Law Journal, December 2002.
Raising the Bar: Get the Most Out of Your Bar Association, Law Office Computing, December/January 2003.
Faster Internet Connection Can Speed Your Work, Philadelphia Bar Association’s Bar Reporter, November 2002.
Expect the Unexpected, Law Technology News, September 2002 (online only)
Editor, 2001 ABA Legal Technology Survey Reports, American Bar Association Legal Technology Resource Center, July 2002.
Welcome to the Wireless World, Law Office Computing, April/May 2002. (feature article)
Destruction May Lurk Behind Your Files, Law Technology News, April 2002.
Dot-com or Dot-Law: Where Was That Information?, American Association of Law Libraries (AALL) Spectrum, July 2001.
The Virtual Librarian: Adding Value in a Digital World, Chicago Association of Law Libraries (CALL) Bulletin, Spring 2001.
Book Review: Introduction to Academic Law Library Design: A Features Approach, Legal Information Alert, April 2001.
Book Review: Drafting Internet Agreements, Legal Information Alert, September 2000.
Envisioning the Future of Technology in Membership Law Libraries, Conference of (Ontario) Law Association Libraries, October 2013.
Find and Use Social Media Evidence, Ontario Bar Association, September 2013.
Get Your Head and Practice in the Cloud, 8th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2013 (with Richard Ferguson).
Technology and the Muskoka Law Practice, Muskoka Law Association Annual General Meeting, May 2013.
Confidentiality in a Wired World, Law Society of Upper Canada, Professional Competence & Practice in Ontario, May 2013.
Introduction to Law Office Technology seminar, Duke University School of Law, January 2013 (Skype).
Confidentiality in a Wired World, Law Society of Upper Canada, Professional Competence & Practice in Ontario, December 2012.
Toy Story: Technology Tips for Your Civil Litigation Practice, Colloquium 2012, Sudbury District Law Association, October 2012.
Technology Tips, 2012 State Bar of Montana Annual Meeting, September 2012.
Practicing Safely and Ethically in the “Cloud”: It Can Be Done, 7th Annual Solo and Small Firm Conference and Expo, the Law Society of Upper Canada, June 2012 (with Reid Trautz and Maureen Whelton).
Using Social Media Tools in a Practical and Ethical Way, 7th Annual Solo and Small Firm Conference and Expo, the Law Society of Upper Canada, May 2012 (with Antonin Pribetic).
Confidentiality in a Wired World, the Law Society of Upper Canada, May 2012.
Ethical Issues in Social Media and E-mail Communication, Ontario Bar Association 2012 Institute Solo, Small Firm and General Practice Breakfast, February 2012 (with Dan Pinnington, Dera Nevin).
Technology Tips for Your Civil Litigation Practice – Research Tools, Law Society of Upper Canada, February 2012.
The Ethics of Social Media for Lawyers, Canadian Institute 18th Annual Advertising and Marketing Law Conference, January 2012 (with Phil Brown).
Introduction to Law Office Technology seminar, at the University of Cincinnati College of Law and the Duke University School of Law, January 2012 (Video conference).
Building an RFP: Deconstructing the Process, Canadian Association of Law Libraries Webinar series, January 2012 (with Paul Berry).
Lights, Camera, Action: Integrating Technology into your Trial Practice, Criminal Lawyers Association, December 2011 (panel with Jacob Jesin, Taro Inoue, and Phil Brown).
Confidentiality in a Wired World, the Law Society of Upper Canada, December 2011.
45 Sites in 45 Minutes, Ontario Courthouse Librarians’ Association, October 2011.
Social Media Research for Employment Litigation, Manitoba Bar Association Legal Research Section, October 2011.
State Bar of Montana Annual Meeting, Kalispell, Montana, September 2011.
- Computer Security in Your Law Practice
- Time Saving Legal Research Tips
- Blue Sky or Dark Skies: Cloud Computing for Lawyers
Free Stuff: Tips You Can Use for Free (or Almost) (panelist), National Association of Bar Executives, American Bar Association Annual Meeting, August 2011.
Secrets, Lawsuits & Mediation: US and Canadian Alternatives to FOI Litigation (panelist), Section of Administrative Law, American Bar Association Annual meeting, August 2011.
Running Your Practice on the Cloud in a Safe and Ethical Manner (panel with Catherine Sanders Reach), 6th Annual Solo and Small Firm Conference, Law Society of Upper Canada, June 2011.
Risk Management Outside the Office, Law Society of Upper Canada, March 2011.
Introduction to Law Office Technology seminar at Duke University School of Law, January 2011 (Video conference).
Confidentiality in a Digital World, Law Society of Upper Canada, December 2010.
Information Management for Litigators, panelist, Advocate’s Society Fall Forum, October 2010.
5th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2010
- Social Media 201 (with Jordan Furlong and Michele Allinotte)
- Online Research: Free Tools and How To Maximize Your Search (with Richard Sage)
Lawyer Responsibilities in a Wired World, Law Society of Upper Canada, May 2010
Risk Management Outside the Law Office, Law Society of Upper Canada, December 2009
Impress with RSS, Conference for Ontario Law Association Libraries, October 2009.
Law Office Technology: Why It Should Be In Your Curriculum and How to Get it There, panel at the 2009 CALI Law School Technology Conference, June 2009, with Wayne Miller and Ken Hirsh.
4th Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2009
- E-mail Emancipation: How to Cut the Time That E-mail Takes Out of Your Day , Law Society of Upper Canada (with Catherine Sanders Reach)
- Productivity Tools to Help You Attain Work-Life Balance in Trying Times(with John Starzynski & Carolyn Wilson)
American Bar Association Techshow, April 2009
- Software as a Service: Can You Say Goodbye to Upgrade Headaches with SaaS? (with Catherine Sanders Reach)
- Research on a Dime: Effective Authoritative Sources for the Budget-Minded(with Catherine Sanders Reach)
Managing Information Overload, Law Society of Upper Canada, October 2008 (with Jeanette Bosschart and Meris Bray).
E-mail Emancipation: Productivity in the Age of Information Overload, 3d Annual Solo and Small Firm Conference, Law Society of Upper Canada, May 2008 (with Catherine Reach).
Defend with Ingenuity Annual DWI Conference, National Association of Criminal Defense Lawyers, October 2007.
- Improve Your Hand: Technology in Your Future
- Do More Virtually
Internet Research Tips, Solo and Small Firm Law Practice Management and Technology Conference 2007, Cincinnati Bar Association, September 2007.
Virtual Migration: Moving to a Web-based Integrated Library System, Special Libraries Association Annual Meeting, June 2007.
Tips for Solo Law Librarians, Southeast Chapter of the American Association of Law Libraries (SEAALL) Annual Meeting, April 2007.
ABA Techshow 2007, American Bar Association Law Practice Management Section, March 2007.
Texas Library Association Annual Conference, Library Technology Sampler Platter, April 2006.
Cincinnati Law Library Association, High Octane Internet Legal Research, March 2006.
Northeastern Lawyers Club, Internet Legal Research Tips and Tricks, February 2006.
Crossroads Community Church, International Justice Mission Research Tips: Sri Lanka, February 2006.
Cincinnati Law Library Association, High Octane Internet Legal Research, September 2005.
Southwestern Association of Law Libraries Annual Meeting, Sampler Platter: Library Technology in Your Future, March 2005.
Don’t Miss the Boat: Effective Communications for Small Bar Associations, American Bar Association Bar Leadership Institute, March 2004.
Legal Forecast 2004, Law Bulletin Publishing Seminars, February 2004.
Building for Success: The Ultimate How-To Seminar for New and Not So New Lawyers, State Bar of Wisconsin, January 2004. (in Milwaukee, Madison, and Wausau) (with Ross Kodner)
Take Your Practice Anywhere: Hot Tips and Tools for Mobile Lawyers, Milwaukee Bar Association, Wisconsin Law and Technology Show 2003, November 2003.
Cutting the Cord: Wireless Law Practice is Here!, Milwaukee Bar Association Wisconsin Law and Technology Show 2003, November 2003.
Software Decisions: Making the Right Choice the First Time, ChicagoLegaltech Show 2003 (on a panel with Ross Kodner and Wells Anderson), October 2003.
Web Pub Web Site Audits, National Association of Bar ExecutivesCommunications Section Workshop 2003, October 2003.
Tech Moments programs for the State Bar of Montana, September 2003.
Tech Tips programs for the State Bar of North Dakota, June 2003.
It’s About Me(mbers), Executives of California Legal Associations, June 2003.
Zero to 60: High-Speed Internet Research, Contra Costa County Bar Association, May 2003.
$5,000 Law Office program for the Wisconsin State Bar, April 2003.
On the Go: Mobility and the Lawyer, Dell Small / Mid-sized Business Group, Legal Industry Executive Briefing, April 2003.
Bells and Whistles without Bills and Wails panel at the National Conference of Bar President’s midyear meeting, Seattle, WA, February 2003.
Technology and the Large Law Firm Lawyer for the Duke University School of Law, January 2003.
Cutting Edge Technology for Small Law Firms for the Shreveport Bar Association, December 2002.
How to Get the Most Bang for Your Technology Buck for the Central Louisiana Pro Bono Project Continuing Legal Education, December 2002.
Wisconsin Law and Technology Show 2002, December 2002.
- 60 Tips, Sites and Gadgets
- What’s Hot and What’s Not in 2003
Large Law Firm Technology Overview on technology trends in large US law firms for the Microsoft Global Professional Services Training Conference, November 2002.
Chicago Legaltech 2002 technology conference, November 2002.
- 60 Hot PC Tips, Tools, and Net Sites to Pump Up Your Practice
- The Legal ‘Net Grows Up
ABA Law Student Division, Joint Circuit Meeting, ABA Technology, October 2002.
St. Louis University, Technology and the Law Student, October 2002.
State Bar of California Annual Meeting, October 2002.
- Technology and the Young Lawyer
- Opening a Solo Practice
Bar Association of Metropolitan St. Louis, Tips and Tricks for Leveraging Your Technology, October 2002.
State Bar of Montana, Tech Moments, September 2002.
Executives of California Legal Associations 2002 Retreat, Bar Association Technology: Challenges and Opportunities, June 2002.
Southwestern Association of Law Libraries Annual Meeting, Wireless World, April 2002.
ABA Standing Committee on Strategic Communications, Enhancing Web Content Retrieval, February 2002.
National Conference of Bar Presidents Midyear Meeting, Bar the Digital Door: Securing Your Systems, February 2002.
Chicago Legaltech 2001 Conference, November 2001.
- To Upgrade or Not to Upgrade: Maximizing Your Technology Dollars
- Pro-Active Disaster Planning II: Securing Your Perimeter
- 15 Tech Tips for “60 Legaltech Tips in 60 Minutes
ABA Section on Family Law Annual CLE Meeting, Law Practice Management: Getting Started with Technology, October 2001.
State Bar of Montana Annual Meeting, Tech Moments, September 2001.
Faculty, State Bar of Montana Annual Meeting Rookie Camp, September 2001.
American Association of Law Libraries Annual Meeting, Wireless Networks: Is It Time to Untether Users?, July 2001.
CALI Computer Assisted Legal Instruction Virtual Reality Check Conference 2001, Wireless Goes Primetime, June 2001.
Computers in Libraries 2001, Extending Library Services with Wireless Networks, March 2001.
National Conference of Bar Presidents, Harnessing Technology, American Bar Association Midyear Meeting 2001, February 2001.
National Association of Bar Executives, The Digital Association, NABE Tech Show 2001, February 2001.
National Conference of Bar Presidents, Leveraging Internet Technology, American Bar Association 2000 Annual Meeting, July 2000.
CALI Computer Assisted Legal Instruction Conference 2000: Going the Distance, Waiting for Wireless?, June 2000.
New York State Conference of Bar Leaders, Using Technology to Enhance Bar Communication: Making Sparks Fly, April 2000.
American Bar Association Section on Legal Education Bricks, Bytes, and Continuous Renovation Conference, Feel Free to Move About: Going Wireless, March 2000.
American Library Association Annual Meeting, Wireless LAN Case Study as part of the LITA Bytes Without Wires: Wireless LANs and WANs in Libraries, June 1999.
Southwestern Association of Law Libraries Annual Conference, Printer Accounting: Reining in the Printing Beast, April 1999.
University of North Texas School of Library & Information Science Chapter of the American Society for Information Science, Web Portfolios, September 1998.
Guest Lecturer, University of North Texas School of Library & Information Science, Internet Resources and Utilization 5711, on HTML and Web Page Creation, July 1998.
University of North Texas School of Library and Information Sciences, Denton, Texas
University of Arkansas at Little Rock School of Law, Little Rock, Arkansas
University of Iowa, Iowa City, Iowa
B.A., Political Science, 1992
University of Sheffield (UK)
Politics and Law for one year
Certified Information Professional, November 2012 (by exam), Association for Information and Image Management (AIIM)
Law library review, University of Saskatchewan university libraries, November 2011.
Technology consulting, Louisiana State University School of Law, December 2002.
Technology consulting, University of Mississippi School of Law, December 2000.
American Bar Association, 1993-present.
American Association of Law Libraries, 1996-present (Member, Citation Formats Committee 2003-2004; Chair, Citation Formats Committee 2004-2005).
Association of Information and Image Management, 2012-present (Member).
Canadian Association of Law Libraries, 2007-2012 (Co-chair, Canadian Law Society and Courthouse Library Directors roundtable, 2008-2012; member, CanLII Advisory Committee, 2009-2010; member, Vendor Liaison Committee, 2009-2012; chair, program committee, 2012 Conference Planning Committee).
Cincinnati Bar Association, 2005-2007 (Member, Legal Research and Information Resources Committee).
Library Leadership Institute 2009, participant, May 2009.
National Association of Bar Executives, 2002 – 2004.
Ohio Regional Association of Law Libraries, 2004 – 2007.
Ohio State Bar Association, 2005 – 2007.
Ontario Libraries Association, 2009-2012.
Special Libraries Association, Legal Division, member (2000 – present); Cincinnati Chapter, member (2005- present), chair-elect (2005-2006), chair (2006-2007); Competitive Intelligence Division, member (2012-present), 2014 annual meeting division program coordinator (2012-2014).
Toronto Association of Law Libraries, 2007-2009.
Member of the inaugural Fastcase 50 (2011), “honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders”.
Named one of Canada’s top legal social media influencers (2011)
External Board, Committee, and Volunteer Membership
Member, Canadian Centre for Court Technology Clearinghouse Working Group, 2010 – 2011.
Volunteer Leader, Scouts Canada, 2008-2010 (Beaver Scouts: Ringtail; Cub Scouts: Bagheera).
Member, Ohio General Assembly Task Force on Law Libraries, 2005-2007.
Member, Editorial Advisory Board, Law Technology News, 2002-present.
Member, Law Technology News Annual Technology Awards judges panel, 2003-2012.
Member, Board of Directors, LegalXML, Inc. XML standards development organization, 2001-2002.
Member, IT Steering Committee, Volunteer Center of Dallas, 1998-1999.