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Ness Motley Documents

Definitions for the Brown & Williamson Subjective Coding Taxonomy

Date: 24 Feb 1988
Length: 43 pages

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Fields

Notes

Issues: O-B&W, F-DWD, C-ADD,H-ME, F-ATT

Affected Defendants: RJR, RJT, BAC, PMI, LOI, LTC,PMC, JMF, B&W

Type
List
Alias
B&W 0002 LB 0002
Scruggs 48
Glantz 1001 and 1001.01
Named Person
Burke
Admar
Facts, Market
Kapuler
Yankelovich
Frank
Tiderock
Golden
Blalock
Field, Joseph
Agency, Ted Bates
Ellis
Norearch
McCann
Erickson
Maxwell, J.
Zahn, Leonard
Garland, Dr. L.H.
Rappaport, Dr. Israel
Moran, Dr. Thomas
Russek, Dr. Henry
Rosenblatt, Dr. Milton
Langston, Dr. Hirem
McDonald, Dr. Ian
Amatil
Cruz, Souza
Jacob
Original File
TobDocs1
Named Organization
Skelly & White
Gallup & Robinson
John Morton Company
Eric Marder Associates
RoperNowland Organization
Ruder & Finn
Hill & Knowlton
Project Truth
Medinger & Finnegan Law Firm
Keyword
Youth Smoking
Dilution of Warnings
Public
Research
Organization
Destruction
Additives
Safe Cigarette
Mucocilliary Escalation
Special Destruction
Gori/TWG
Characteristic
no author, no bates

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AC VICEROY ADVERTISING & MARKETING: Documents that relate to the advertlslng and marketlng of VICEROY cigarettes. ACA Major VICEROY Advertising Themes: Documents concerning themes of advertising campaigns. Examples are the "dentists" campaign, the special filter campaign, the "All the Taste, All the Time" campaign, the tension release campaign and the auto racing campaign. ACB Historical Surveys of vICERQY Advertising: Documents which within themselves trace the history of VICEROY advertising. AD KQQD ADVERTISING & MARKETING: Documents that relate to the advertising and marketing of KOOL cigarettes. ADA MAJOR KOOL ADVERTISING THEMES: Documents concerning themes of advertising campaigns. Examples are the throat comfort theme, the willie the penguin campaigns, "Switch from 'Hots' to KOOLS," "Come Up to KOOL," "Problem-Solution/Slice of Life," "Menthol Mist," "Lady Be Kool', the waterfalls theme and the biker campaign. ADB Historical Surveys of KQOL Advertisinq: Documents which within themselves trace the history of KOOL advertising. AE RALEIGH ADVERTISING ~ MARKETIN~ Documents that relate to the advertising and marketing of RALEIGH cigarettes. AEA Ma~or RALE~$H 6dvertlsin~ Themes: Documents concerning themes of advertising campaigns. Examples are the "Slice of Americana" theme and the "Milder Moment" campaign. Coupons are an integral part of RALEIGH advertising. AEB Historical Surveys of KALEIGH AdvertisinG: Documents which within themselves trace the history of RALEIGH advertising. AF BARCLAY ADVERTISING & MARKETING: Documents that relate to the advertlsing and marketing of BARCLAY cigarettes. AFA M#Jor BABCLAY Adv@~%isinQ Themes: Documents concerning themes of advertising campaigns. AFB HistoTical Surveys of BARClAy Advertising: Documents which within themselves trace the history of BARCLAY advertising. -ii-
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AG OTHER BP~AND SPECIFIC ADVERTISING & MARKETING: code documents to this general heading. Do not AGA Other B&W Brands: Documents that relate to the advertising and marketing of another Brown & Williamson brand (e.__~., BELAIR, TRAMPS, WINGS). AGB Other Companies' Brands: Documents that relate to the advertising and marketing of other companies' cigarettes. AGC BAT Hrands: Documents that relate to the advertising and marketing of BAT cigarettes. ADVERT~$1N~ & MARKETING PQLICY: Documents relating to guldelines on cigarette advertising and marketing. B&W Policy: Documents regarding guidelines on ' cigarette advertising and marketing followed, endorsed or rejected by Brown & Williamson. An example of a voluntary guideline endorsed by BrOwn & Williamson is the company's agreement to print tar and nicotine figures on cigarette packs. AHB Ciaarette Advertising Code: Documents so entitled or related to the voluntary guidelines set by the tobacco industry regarding cigarette advertising. Responsive documents may include documents regarding Meyner, who was heavily involved in the administration of the Code. Look for the acronym CAC. AHC Code of ¢~qarette Samplin~ Documents so entitled or related to the guidelines set by the tobacco industry regarding sampling of cigarettes. AI MARKETING/ADVERTISING BUDGET AND EXPENDITURES: Documents discussing proposed or actual budgets and/or expenditures for marketing and advertising. AJ pROJECT TRQTH/PRQQECT A/PRQJECT BI Documents relating to any of these public issue campaigns involving the tobacco companies and TI. "Project A," developed in 1970, consisted of three TV spots on smoking and health that would be substituted for some regular TV commercials for which time had already been contracted. The spots were rejected by the network. Ruder & Finn proposed "Project B," which called for TV and print advertising that might position tobacco beside liquor in terms of public tolerance. In the fall of 1970, TI distributed two public service TV spots, produced by Ted Bates, to counteract the anti-smoking spot announcements. This activity was called "Project Truth." -12-
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TRUE A/~D NAT;ONAL ENOUIRER ARTICLES: Documents discussing the True and National ~nqutrer articles. Joseph Field, a public relations agent for Brown & Williamson, arranged for Stanley Frank to wr~te a smoking and health article entitled, "To Smoke Or Not To Smoke-That Is Still The Question." The article was published in the January 1968 issue of True. Tiderock, TI's public relations agency, arranged to run an advertisement promoting the article. Tiderock also purchased and distributed reprints of the article. Stanley Frank later wrote a similar article entitled, "Cigarette Cancer Link is Bunk" for the Nationa~ Enquirer under the pen name Charles Golden. John Blalock was one of the Brown & Williamson employees involved. ~RQWN ~ WILLIAM$ON v. JACOBSEN: Documents concerning a libel suit f11ed by Brown & Williamson when Walter Jacobsen, a CBS reporter, used a controversial "illicit pleasure campaign" that the Ted Bates agency had proposed to Brown & Williamson to accuse Brown & williamson of adopting an advertising strategy to encourage children to smoke. BARCLAY CONTROVERSY: Documents relating to the controversy concerning advertising of BARCLAY cigarettes relating to the I mg. tar rating claims made in its advertising. The cigarettes utilized an Actron filter, the mechanics of which were questioned by other cigarette companies, particularly Reynolds and Philip Morris. ~INEMA ADVERTI$1NGz Documents regarding Brown & Williamson's promotion of cigarettes in theaters. Include documents concerning the "Snow White Controvermy," a complaint filed with the FTC in August, 1983 by Action for Children's Advertising, Inc., a public interest group protesting the showing of a KOOL advertisement prior to the Saturday matinee screening of "Snow white and the Seven Dwarfs" on July 16, 1983 at a theater in Newton, Massachusetts. Brown & Williamson contended that it was never the company's policy to show cigarette ads along with "G'° movies and that the occurrence was a mistake by the theater owner. Also include documents about Brown & Williamson's decision in 1984 to discontinue its program of cinema advertising. -13-
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AWARENESS OF POTENTIAL HEALTH HAZARDS: Documents relating to awareness of smoking and health issues and perception of the alleged risks of smoking not covered by categories below. BA SMOKER AWARENESS (HEALTH & COMPONENT DE~;VERY): Documents reflecting smokers' awareness as shown by survey results, newsclips, letters to the editor or health education courses. Documents showing that smokers' awareness caused changes in smoking behavior should also be coded to the appropriate subcategory below EF, "Human Smoking Behavior." BAA EFFECTS OF SGRs, ~OVT & MEDICAL PUBLICATIONS ON AWARENESS: Documents discussing the effects of Surgeon General's reports and government and medical publications upon public awareness of smoking and health issues. Include documents discussing subjects such as effects of anti-smoking campaigns on quitting, starting and moderation. BB BROWN & WILLIAMSON AWARENESS & ACTION: Documents discussing the smoking and health controversy or smoking and health research. Examples are public documents, literature reviews, unpublished reports, abstracts or report summaries that are not prepared by or on behalf of Brown & Williamson or BAT. BBA Analysis & Commentary (e.g., ~e Scientific Literature}: Documents including any analysis or commentary by or on behalf of Brown & Williamson or BAT on non-Brown & Williamson work, research or publications. Documents to be coded to this category include collections of abstracts prepared by or on behalf of Brown & Williamson or BAT. BBB Recommendations {e.G., re Research Qr Company Actlons]~ Documents relating to any recommendations made by Brown & Williamson or BAT personnel or consultants regarding major goals for Brown & Williamson or industry sponsored research and/or actions concerned with smoking and health issues. BBC Attendance at Scientific Meetinqs or Research Conferences: Documents indicating attendance by Brown & Williamson or BAT personnel at public or industry scientific meetings or research conferences. Includes people not employed by either company attending on behalf of Brown & williamson or BAT. Do not code document indicating attendance of Brown & Williamson employees at BAT or Brown & Williamson research conferences. Code those documents to category CCB. -14-
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C BC BROWN & WILLI]tMSON POSITION PAPERS~ Documents by Brown & Williamson stating Brown & Williamson's position regarding the smoking and health controversy. Documents prepared by Brown & Williamson for the use of their employees, and that dlscuss smoking and health ~ssues, should be coded to this heading. Do not code documents by TI to this category, but to category HC. BCA BAT Position Papers: Documents by BAT stating BAT or its affiliated companies' position regarding the smoking and health controversy. Documents prepared by BAT for the use of its employees, and that discuss smoking and health issues, should be coded to this category. BRQWN $ WILLIAMSON CORPORATE: Documents relating to Brown Williamson and other BAT companies as corporate entities.. Include annual reports and tax information. CA DQCUMENT RETENTIQN/DESTRUCTIQN: Documents concerning any policy to retain and/or destroy company files after a specified period of time. CB HISTORY & ORGANIZATIONA/~ ~TRUCTVRE: Documents relating to the history and development of Brow~ & Williamson and other BAT companies and documents pertaining to the internal structure of Brown & Williamson and its affiliated organizations, including departmental and organizational charts. Responsive documents include documents concerning Brown & Williamson's organizational relationship with other BAT companies (e.~., BATUS, Imperial). CC BRQWN & WILLIAMSON/BAT RELATIONSHIP: Documents concerning Brown & Williamson's relationship with the British American Tobacco Company. Include documents mentioning any research sharing, division of research responsibilities, or communications concerning marketing or advertising between Brown & Williamson and BAT. Also include documents discussing legal considerations of such activities. CCA INTERBAT: Documents discussing, concerning, or, generated by INTERBAT, a computer network between Brown & Williamson and BAT which allowed these companies to share research results. CCB Brown & Williamson/BAT Meetinqs: Documents discussing or concerning meetings between or among -15-
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D CD CE Brown & Williamson and BAT research or scientific personnel. Do not code documents indicating attendance by Brown & Wllllamson or BAT personnel meetings at public or industry research or scientific conferences. Code those documents to category BBC. LIBRARY: Documents relating to the decision to establish and maintain a collection of documents dealing with the health consequences of cigarette smoking. Includes references to computer libraries as well. Documents mentloning INTERBAT should be coded to category CCA above. BOARD OF DIRECTORS' A~D OTHER COMMITTEE MEETINGS: Documents relating to meetings of the Board of Directors and other committees. Responsive documents include minutes and summaries of meetings. CF SALES, PROFITS, PRICING & MARKET SHARE: Documents relating to sales, profits generated, pricing and market share of one individual Brown & Willlamson product o{ all Brown & Williamson products. • CFA Excise T~xes: Documents discussing or concerning the taxes that federal or state governments lev~ on cigarette products. DISEASES & CONDITIONS: Documents concerning diseases and/or conditions and the harmful and/or toxic effects allegedly associated with cigarette smoking. DO NOT CODE ANY DOCUMENTS TO THIS MAJOR HEWING. Documents d~.scussing research concerning these diseases should also be coded to the appropriate category E, "Research Focus," or category F, "Research Techniques." DA AQDIqTION/DEPENDENCY/HABITUATIQNz Documents which specifically mention the alleged condition of physiological or psychological dependence, characterized by unpleasant reactions upon withdrawal of the substance and tolerance to the suDstance, as identified Dy the need for increased doses of the substance to achieve the same effects as had been achieved in t~e past by smaller doses. Documents often will discuss nicotine, especially in terms of maintaining "satisfactory doses" or satisfying a "physiological need." Key words to look for include dependence and habituation. Documents concerning research concerning this condition should also be coded to category ED, "Pharmacology." -16-
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DB DC DD DE EMPHYSEMA/BRONCHITIS/¢QpD: Documents which specifically discuss these non-cancerous chronic diseases of the lungs, including asthma. Key words to look for include chronlc obstructive pulmonary disease (COPD), chronlc obstructive lung disease (COLD), and chronic ai~-ways obstruction (CAO). RESPIRATORY FUNCTIQN & STRUCTURE (INCLUDING CILIASTA$1S). Documents discussing all influences on the function or structure of the respiratory system, except those listed in other categories in this section. Ciliastasis is paralysis or reduction of motion of the cilia, which are microscopic hair-lAke projections in the airways, resulting in a slowing of mucus flow. Also look for muco-ciliary clearance or mucus transport. CANCER: Documents discussing cancer in general or discussing the causes of cancer without reference to any particular location. Key words which may pertain to this category or its subcategories include mutagenicity, carcinogen, tumorigenic, metaplasia, hyperplasia, neoplasm and abnormal cells. DDA~ Lunq Cancer: Documents specifically relating t~ lung cancer. This category includes documents discussing "bronchogenic carcinoma." DDB~ Laryngeal/Throat Canc~r~ Documents specifically relating to laryngeal or throat cancer. DDC: Other Cancer: Documents relating to a specific form of cancer other than lung, laryngeal cr throat cancer (e.~., skin cancer). DDD: Cellular ChanGes: Documents discussing changes associated with exposure to various substances or pathogens and considered by some investigators to be "pre-cancerous." DDE: ~L~: Documents discussing the occurrence or induction of a permanent change in the genetic material. CARDIOVASCULAR: Documents regarding diseases of the heart and circulatory or blood systems. Key words or abbreviations to look for include CVD (cardiovascular disease), CHD (coronary heart disease), coronary, hypertension, atherosclerotic, vasoconstriction, and PVD (peripheral vascular disease). -17-
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DF PRE~NANCY/FET~LL: Documents relating to diseases and conditions associated with pregnancy or the newborn. This category includes documents discussing teratogenicity (birth defects), low birth weight and spontaneous abortion. DG OTHER DISEASES OR UNSPECIFIED HEALTH CONSEQUENCES: Documents associating smoking with diseases other than addiction, cancer, emphysema, bronchitis, COPD, cardiovascular disease or fetal complications. This c~te~ory includes documents suggesting or cQptendinq that smoking is/is not a qause of death. Also Include documents associating smoking with chronic disease other than those named above. RESEARCH FOCQ~: heading. Do not code any documents to this major EA ~QMPONENT$ RESEARCH: Documents discussing the determination of the chemical nature of cigarette smoke, by identifying or quantifying specific components. This category also includes biological testing of individual components or groups of components. EAA Condensate/Fractionate: Documents regarding the study of the particulate matter of cigarette smoke, collected on a Cambridge filter or in a "cold trap." This category includes discussions of the biological effects of the particulate phase in this category, even if it has not been collected as condensate. Some documents in this category discuss the creation or testing of "fractions" of the condensate, prepared by treating the condensate with a series of solvents. Either the whole smoke condensate or the fractions may also be tested for biological activity, using mouse skin painting or various in vitro tests, e.~., Ames test. Key abbreviations to look for include CSC (cigarette smoke condensate) and WSC (whole smoke condensate). EAB Gas-phase: Documents discussing the chemical analysis or biological testing of the non- particulate part of whole smoke or its components. Look for testing of that portion of smoke that has passed through a Cambridge filter. EB ~MOKE MODIF;~ATIQN: Documents concerning the modification of the chemical or physical nature of tobacco smoke. This category includes chanties in levels of tar and/or nicotine, as well as other specific -18-
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compounds (e._~_q_~., B(a)P, nitrosamines) by any method, including changing tobacco blends. The measurement of levels of components, without the objective of alterinq those levels, should be coded to the appropriate category under EA, "Components Research." Specific smoke modification methods include: EBA Design variables: Documents discussing changes in any aspect of cigarette design (e.~., type of wrapping paper, paper porosity, paper additives), except for those included in the other specific subcategories. EBB Filler Modification: Documents concerning the changes in the tobacco filler for the stated purpose of modifying the chemical nature or biological activity of the smoke. Code documents concerning changes in the "tobacco blend" to this general category. Specific suDcategories include: EBBA Tobacco Substitutes: Documents describing attempts to reduce tar and nicotine yields by substituting non-tobacco filler materials for som~ percentage of tobacco in the cigarette. This category includes documents concerning tests for biological activity resulting from these substitutions. Key words and abbreviations to look for include Cytrel, NSM (new smoking material), BATFLAKE, and Celanese Smoking Product. EBBB Tobag~o Tr@a~ment: Code 9_~ those documents discussing techniques clearly described in the document as being related to smoke modification. Substances applied to tobacco for this purpose may include ozone, various solvents, sodium nitrate and other chemical additives, heat, etc. Also include documents which discuss smoke modification by denitrification (i.e., the removal of nitrates or other nltrogen-containing compounds) or by incorporating "reconstituted leaf" (RL), "expanded tobacco" (ET), or "expanded stems" (ES) into cigarettes. D__~o ~ot include documents discussing "Tobacco Processing," which describe treatments designed to affect the "smoking quality" Of the cigarette rather than the nature of the smoke. "Tobacco Processing" documents should be coded to category EG. -19-
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EC EBC Filter Research: Code any documents which discuss aspects of fllter development and modification but which are not included in the following specific subcategories to this main category. Do not include discussions of the Cambridge filter used to collect condensate or to separate the particulate and gas phases of whole smoke. Those documents should be coded to the appropriate category under EA, "Components Research." EBCA Filter Efficiency: Code documents which discuss the effect of a filter on the smoke yield (e.~., percent tar and/or nicotine removed). EBCB EBCC EBCD Selective Filt~atiQn: Code documents discussing filters designed to reduce or remove specific smoke components. Look for the specific term selective filtration, especially in connection with components such as HCN (hydrogen cyanide), phenol, acrolein, aldehydes, gas phase components, etc. ventilated/Air-Diluted Filter: Code ~ documents discussing the dilution of cigarette smoke by allowing air to enter the smoke through the filter either through small ventilation holes or by using highly porous "tipping paper" to wrap the filter. Actron Filter: Code documents discussing the Actron filter, a cellulose acetate filter designed to create a whirling action in the inhaled smoke, resulting in a full-flavored delivery. EBD Precursor Studies: Documents discussing attempts to determine which substances in tobacco contribute to the presence of certain compounds in smoke (e.~., B(a)P, nitrosamines, etc.). Code such documents only if the relationship of a precursor substance to a smoke component is directly expressed in the document. ADDITIVES: Documents discussing the various flavorings, humectants, casings, and other non-tobacco ingredients in cigarettes. Be absolutely sure to capture any names or designated numbers for these ingredients on the "Substances" llst. Documents which list the ingredients -20-

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