Pepper v Hart training course – 26 March 2015

parliamentary copyright images are reproduced with the permission of Parliament
parliamentary copyright images are reproduced with the permission of Parliament

The SLLG Committee were only too happy to help with a group bursary when Morag asked about one to attend the BIALL training on ‘Pepper v Hart’ research, in March. Equally delightful is Morag clearly got so much good from the course. Morag shares some of the key learning points.

What is “Pepper v Hart” research?

This is research of parliamentary materials and the background to legislation most commonly used where there is a problem of statutory interpretation. It originates from the case of Pepper (Inspector of Taxes) v Hart [1993] AC 593 . Mr Hart a teacher at Malvern College benefited from a “concessionary fee” scheme that allowed his son to be educated at the college for one fifth of the normal fees of a pupil. The Inland Revenue attempted to tax this benefit based on the Finance Act 1976 and there was a dispute over the correct interpretation of the Act. Lord Browne-Wilkinson (one of the Law Lords who heard the case) looked at the Hansard debates in order to help with construction. This subsequently established the principle that when primary legislation is ambiguous then, in certain circumstances, the court may refer to statements made in the House of Commons or House of Lords in an attempt to interpret the meaning of the legislation.

Why did I want to do this training?

Working in the Readers Services Department of the Advocates Library, my colleagues and I are often asked by Advocates to obtain the Parliamentary Debates for legislation in order to assist with their research into the background of certain provisions. I find this a very interesting part of my work and I have always wanted to understand how to do this better.

When BIALL offered a training course at Lincoln’s Inn Library on 26 March 2015 on “Parliamentary Debates on Legislation: How to do Pepper v Hart Research” I thought this would be an excellent opportunity to increase my knowledge and improve my skills. The SLLG kindly granted me a bursary for the cost of the training.

Course content and guidelines for “Pepper v Hart” research

The course was organised by Guy Holborn, the Librarian at Lincoln’s Inn and the number of attendees was limited to 16 places. It was an all-day course comprising of both lectures and workshops. The main points emphasised for conducting the research properly were as follows:

a) Knowledge of the parliamentary stages of a bill is essential

It is important to understand the basic pattern of the parliamentary stages of a bill as this helps to identify where the most relevant debates and amendments are likely to be found during the passage of the bill. Bills can start in either the House of Commons or the Lords. The first reading and introduction of the bill are purely formal and can largely be ignored. The second reading is likely to contain debate on the principle of the bill and the mischief aimed at, but the longest and most detailed stage (and therefore the most important) is the Committee stage. This is also where the bill is debated clause by clause and therefore is the stage most likely to be of relevance to a researcher looking to understand what a particular section might mean.

b) Use hard copy debates in preference to online

During the training exercises we used hard copy debates. This method is considered preferable to online research which can be dangerously incomplete for certain parliamentary periods and is not so easily managed on screen.

c) Check that you are you looking for debates on the right Act

The section or part of a section of interest might have been inserted by a later Act (and not the Act initially in question). The Act may also be a consolidation Act and if so, you will need to trace the derivation of the section in the previous Act and find the debates on that Act. If the Act was passed between 1984 and 2010 it is useful to consult the House of Commons Sessional Information Digest (available online from 1995/6. From 2006/07 see also the table of Bills before Parliament on www.parliament.uk)

d) Find all the prints of the bill for both Commons and Lords

There will usually be 2 complete prints of the bill for the Commons and 3 for the Lords. Bill numbers are given in the Sessional Information Digest. It is also useful to have the hard copy of Act as originally enacted in order to see the position of the section in the scheme of Act. You should note whether the clause is present and in an identical form to the section of the Act throughout and if not, at what stage was it inserted or reached its final form. Note the number of the clause at each stage.

e) Find Hansard references for each stage

These can be found in a variety of sources including:
• Sessional indexes (there is a separate index volume for the House of Commons but for the House of Lords the index is contained within the last volume of the session)
• House of Commons Sessional Information Digest
• Explanatory Notes to Act (from 1999-)
• Halsbury’s Statutes (from 1993 onwards)
• Current Law Statutes (but these are not always complete!)
Bills section from 2006/7 onwards

f) Find the debates on your clause at each stage

There are 8 stages where there might be debate (but if after looking at the bills you identified a stage when the bill was significantly altered you might want to start there):
• Commons – 2nd reading
• Commons – Committee
• Commons- Report & 3rd reading
• Lords – 2nd reading
• Lord Committee
• Lords Report
• Lords -3rd reading
• Commons – Lords Amendments

g) If you find absolutely nothing relevant in the debates!

If after following the steps above you find absolutely nothing at least you can rest assured that you have researched this exhaustively and no vital discussion has been missed out. Naturally there are sometimes exceptions to the general outline provided above but these are the basic main points which I took from the training which may be of help to others undertaking this type of research.

Summary of course experience

I can thoroughly recommend this course for anyone interested in deepening their knowledge of parliamentary research. The printed lecture notes provided are extremely detailed and will be very useful in the future for doing Pepper v Hart research. The four practical workshops led by the Library staff at Lincoln’s Inn provided “hands on” experience of looking at the bills and debates with the opportunity to ask questions and take notes. I think the highlight of the day however was lunch in the Great Hall at Lincoln’s Inn (pictured below) which is a lot more impressive than our staff room at the Advocates Library and the food was better too.

Lincoln's Inn Old Hall (http://weddings.lincolnsinnbanqueting.com/index.php/the_rooms)
Lincoln’s Inn Old Hall (http://weddings.lincolnsinnbanqueting.com/index.php/the_rooms)

Thank you, Morag, for a very informative blog. Group members are reminded that bursaries are available for all sorts of professional development and are directed to the bursary document for more information.

Scottish Government Library 10 Things course

SLLG Members wanting to learn more about social media and collaborative tools may be interested in the 10 Things course run by the Scottish Government Library.  The next 10 Things course starts on 23rd March 2015 and is free to access.

Originally posted on Scottish Government Library:

10 Things is a self-directed online course developed by the SG Library which aims to encourage you to spend a little time each week developing your social media and information searching skills.

Each week we’ll post details about one or more of the tools from our 10 Things course and encourage you to try them out and reflect on them. We hope to present a realistic challenge you can fit it into your schedule.

Find out more and register at the SG Library 10 Things page.

For those SLLG members not working for the Scottish public, education or voluntary sectors, you can still access the content from the 10 Things page.

Information is our Business, an SLA Europe talk: 18th November, 2014

Information is our business: why businesses need information managers, a talk by Katharine Schopflin on behalf of SLA Europe: 18th November 2014

Attending SLLG members report on this free ticketed, interesting talk.

SLA Europe presented Katharine Schopflin at the Main Library of the University of Edinburgh to give a talk on the necessity of information managers in business.

Katharine suggested the flow data-to-wisdom diagram (DATA –> Information –> Knowledge –> Wisdom) is now outmoded. In modern organisations, each element does not necessarily follow the other, nor is one always set in the hierarchy. In modern corporate thinking, it is best to concentrate on company wide “Good Information” across all levels.

Katharine defined “Good Information” as:

  • Appropriate to the business needs
  • Findable
  • Authoritative
  • Secure

Good information is a business asset. Good information provides data and statistics with a dynamic business role. Good information can reveal productivity, can suggest trends and be used to inform the business and staff. Good information is a route toward clear channels of communication. Good Information improves business.

Katharine explained the office secretary, document registry and the business library are diminishing modern business practices. Increasingly these roles – which were involved in the storage, filing and access of information – are taken over by individual responsibility of all staff.

Technology is the main driving force of this evolution. Paper documents filed in binders or cards maintained in cabinets have been supplemented and more often than not superseded by electronic storage. Email inboxes, folders on computer hard drives and company intranet systems are where business information now mainly resides.

The result is often a business where the information held is inconsistently filed. A single document can be held equally as an email, a printed page and a link to a file on an intranet. Often a single document exists in 2 or 3 mediums at once. Issues of which is the authoritative version, the most findable version and the version most comfortably referred to all lead into the beginning of seeing why an information professional is required in business.

There are a number of obstacles known across sectors which restrict the level of good information. Individual staff responsibility:

  • Often little interest in documents and records as “information”
  • Adding Metadata to work is a chore to be avoided
  • Inconsistent filing system
  • Documents and records in personal email package or independent hard drives
  • Good information not shared

Company wide responsibility:

  • Departments often don’t look beyond their own information needs
  • Filing systems are inconsistent from department to department
  • IT departments are given full ownership of information storage

Added to these is the difference between structured and unstructured information held.

Structured information is something many companies collect. It is data added to specified fields. It is information specifically to be understood for a limited number of purposes. However, the more structured information becomes the more rigid it is. This can be problematic when a company would like to use the information away from its initial intended use.

Unstructured information is something many companies also collect. Unstructured information is records of meetings, policy documents and correspondence. It is data which can be mined for various information purposes indefinitely. However, there is a danger of unstructured information being less accessible. Further, unstructured information can become a basic means to show off how hard working a department is and therefore not being kept for good information, but for the simple volume of it.

Overall, ethical and legal issues must be taken into account. Copyright, data protection and freedom of information in particular must be considered with all information collected.

The final obstacle Katharine explained was one of legacy. With paper, a document can be stored relatively indefinitely. With an electronic platform, the document requires regular checking every few years to ensure it is still useable. Systems and storage devices will all be updated eventually. Software upgrades and data migrations inevitably result in some data loss. Even if it is in formatting, data can be altered and its value reduced.

Katharine was mindful to include human nature’s own reluctance to change as a potential factor with moving to new information storage processes (“it was always done this way”). In fact human nature can be the ultimate obstacle. Passwords leaving with ex-staff, employees creating folders named “Ignore” and managers keeping every email ever sent and received are all too common in companies and leads into basic bad information management. These human habits can be difficult to break but can be worked through to a positive change for improved information management.

Katharine provided some key solutions which an information manager can bring to maintaining and increasing the value of a business’s information.

  • Talk to all staff levels
    • Find out what information they create
    • Find out what information they require
  • Make friends with IT
    • IT should meet the needs of the staff, not only the IT dept.
    • Don’t let IT “own” a project, even if it comes from their budget
  • Asses the information solutions
    • Is their a quick fix? A weekly e-mail to solve communication?
    • Is it achievable?
    • What are the risks? Risk can be used to scare people to better habits
    • How quickly can it be introduced?
    • Does it require new expertise?
    • Is it easy for staff to comply?
  • Add consistency
    • Explain the value of how information is stored, found and accessed
    • Ensure all departments and staff follow the system
    • Re-assure staff of the worth of adding meta data or filing in a certain way

Katharine gave a word of warning for the information manager. Don’t allow yourself to be thought of as the ‘Magic Bullet’. You are not going to solve all communication and information troubles at once. Instead move towards a better system using your expert techniques, taking people along with you. Often this does not involve throwing money and new technology at the problems. By not making change for change sake you will be more accepted in your role.

Finally, Katharine ended on a positive note. Always remember people want their information managed well and most people will happily go along with procedures when they see the worth in them.

——————————————————

As you can see, the talk was interesting and Katharine was a knowledgeable speaker. It is no surprise, considering her biography of 18 years experience in the field and a recent PhD in information science. Katharine was a clear and passionate activist for information professionals taking a more immersive role in organisations.

Katharine spoke with good sense and a humour on a level which was engaging and relatable. The talk was enhanced with slides which added more points and notes to take home. Katharine dealt with all questions from the body of the hall thoroughly and empathised with the issues being described. After the formal talk, Katharine was happy to discuss things further (and in other directions) with attendees who stayed for the informal networking period which was admirably supplied with refreshments by SLA Europe. It was a very informative, pleasant and approachable evening spent with Katharine.

BIALL Legal Foundation Course: a review

An SLLG member applied for an SLLG bursary to undertake the BIALL Legal Foundations Course. This is their review of the course.

I started a new post as librarian with Dundas & Wilson in January 2013. It had been 21 years since I worked as an Assistant Librarian at the Faculty of Advocated library, but I was amazed at how quickly I remembered the basic principles, the names of all the standard texts, and was delighted by how far LexisNexis online had developed.

I was responsible for answering enquires from the Dundas and Wilson Edinburgh, Glasgow and London offices, and after a few months, realised felt unsure about the English law enquiries, so decided to do something about improving and extending my knowledge in this area, to make me feel confident I was providing a good service.

I applied for a SLLG bursary to do the BIALL Legal Foundation Course offered by the University of Westminster, and was pleased to be awarded the full amount. I managed to attend the Induction afternoon in London in the University of Westminster, and met many of my fellow students, most of whom were based in London, and were starting out in their careers as law librarians. I found it more useful to meet the staff, especially Avis Whyte the course leader.

The course is a distance learning course, lasting from Oct to April, covering 17 topics over 23 weeks. The topics are designed to cover all aspects of English law and range from ‘The English legal system’, Tort, Contract, Sale of Goods, Criminal, Employment, EU, Immigration, Human Rights, Wills & Probate, Civil procedure, Family IP, Media, Land, Company and Banking.

There is a lecture a week which, depending on the person giving the lecture, lasts between 60 to 120 minutes. There is then a multiple choice test at the end of each section or lesson. To be awarded the certificate of completion you are required to get 100% in each test. Luckily, you can do the test as many times as required, and you are given four weeks for each lecture. If you miss any lectures, there is another chance to catch up at Christmas, and at the end of the course.

I set myself the goal of doing the course every Monday evening from home, and tried not to back-slide. With trepidation, I started my first course (it has been a long time since I did any formal education!) and I found it to be really interesting. I started looking forward to my Monday evenings and absorbing the content – some more than others – and the challenge of getting 100%. I found some to be challenging e.g. Corporate and company law, and others surprisingly familiar: IP, family, immigration and criminal law. I think I read too many detective books!

There were the usual disgruntlements you will get with any course – inaccurate/out of date slides, people talking to fast or too slow; presuming you have too little or too much prior knowledge of a subject, and the usual technical problems, but on the whole it was really good, and I would recommend it to anyone who has to work with English law, especially those at the beginning of their career.

I found the history and the interpretation of English law very interesting and instructive, and quite challenging and also Tort, because it is so different. It introduced me to the basic ideas and the main legislation, and detailed the major cases, the options for the judges, the different approaches, and also the constantly changing aspect of the law e.g. sale of good catching up with online shopping.

It proved to be far more relevant than I ever imagined it to be, when the merger of Dundas & Wilson with CMS Cameron McKenna was announced at Christmas. From May 2014 onwards I have now been answering research enquiries as part of the CMS Cameron McKenna library team from staff all over the world (but mainly England). It has given me much more confidence in my understanding of enquiries, and in my ability to find and present the relevant results to enquirers.

Many thanks to the SLLG committee for awarding me the bursary to complete the course.