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Document Sample
LegalTech Lunch & Learn
Feb. 3, 2009
Mission
Goals Deliverables
Ensure that Model remains Updated content – keeping
current, practical & relevant the Model current
Enhance content at each Enhanced content:
section of Model • “Level 2” diagrams
• New/expanded content
• More links, examples, samples
Educate about how to make Guides to use of the Model:
effective use of the Model • Legal professionals
• IT professionals
• Project management
professionals
Production Pack n’
Go presentation
PowerPoint
Covers each
section
Details in
notes
Second level
graphics
Identification
Processing
In progress
Information Reviewing & updating content
Management
Developing second level graphics
Identification
Processing & Collection
Developing:
• Case studies • Maps
Processing • Commentary • Practice tips
Review • Curricula • Surveys
• Frameworks • Work flows
Analysis
• Forms
Production
Presentation
Recruiting new contributors
Project Management
EDRM XML Schema continues to
gain momentum
Increased vendor adoption
First integrations deployed
Many more in validation
Clear customer uptake
EDRM XML Schema continues to
gain momentum
Increased vendor adoption
First integrations deployed; many more in validation
Starting to see inclusion of EDRM XML in vendor certification
programs
More importantly, clear end-customer uptake is driving
vendors to leverage the standard
Three major activities in the
2008-2009 project year
Defined Public Comment version of the 1.1 EDRM XML
Schema to incorporate user input received during the first 12
months of active schema use
Defined Public Comment version of the 1.1 EDRM Metadata
Dictionary to include a more wide-ranging set of metadata
• Goal is to leverage Public Comment period to also define a “core” &
“extended” EDRM metadata list for end-user use – “just give me core
EDRM metadata”
Started development of programs & documentation to
bolster compliance & drive increased adoption of the schema
1.1 Schema details
Version 1.1 Schema
Available for download & comment
Added additional document type “Paper”
Minor modifications to several field types to improve
flexibility
Version 1.1 Compliance data set
Update in process
Validates ability to properly read/process an EDRM load file
Includes TIF/Text example
What’s next?
Subgroup starting to explore the idea of EDRM “transactions”
at different points in the EDRM lifecycle (i.e. collection ->
processing)
Push to develop additional resources to help with
compliance and validation
Work to commence on the 2.0 version of the specification
• Moving beyond the “load file” core of the current schema to include
additional content
• Examples: Collection & production tracking, redaction metadata
Metrics
What it is
An effective means of measuring time, money & volumes
associated with e-discovery
Completed
Metrics Schema – a flexible code structure covering EDRM
lifecycle
In progress
Metrics Guide Adoption tools
Glossary
Metrics Schema
Mission
To evaluate & define acceptable boundaries of ethical
business practices within the e-discovery service industry
To issue aspirational guidelines intended to serve as a basis
for ethical decision-making by all participants in the e-
discovery process
Structure the Code
Seven topics are broken into associated Principle &
Corollary statements, Best Practices, Examples and
Discussion Sections
Principles focus on the duties of a Service Provider
Corollaries focus on the related duties of a Client
Best Practices define recommended guidelines for ethical
decision-making
Examples provide hypothetical scenarios for real-world
implementation of Best Practices
Discussion provide commentary on Best Practices
The Seven Topics
Professionalism
Engagement
Conflicts of Interest
Sound Process
Cooperation & Communication
Confidentiality
Dispute Resolution
Current Activities
Team members have volunteered to work on specific
Principles & the associated Corollaries, Best Practices,
Example & Discussion sections
Team members draft, post, comment on others, and then
revise the applicable sections
Model Code of Conduct is due to be presented to an EDRM
general session in May 2009 for review & possible ratification
by participant organizations
The Future: 2009-2010
Initial public release of Model Code of Conduct planned for
June 2009
Full promotional release of MCoC planned for August 2009 at
ILTA
Develop & release educational programs on ethics in
electronic discovery for Service Providers, Law Firms &
Corporations
Establish Evergreen program for updating MCoC, particularly
Examples sections, as new situations are brought to the
attention of the group
Project Description
Goal To provide a framework for defining & managing
various aspects of Search as applied to e-
discovery workflow
Detailed EDRM Search Project Description.pdf
Document
Comments Bulletin board:
http://edrm.net/bb/viewforum.php?f=79
Email: search@edrm.net
Group Membership
28 members 69 members
What Problem Are We Solving?
Searching is a hard, complex task
Make it simpler with tools, documents, etc.
Raise awareness of various aspects of search
Searches are used everywhere
Document the roles in search in each e-discovery stage
Minimize errors, costs & legal sanctions connected with e-
discovery searches
Deliverables
Document various aspects & issues related to e-discovery
search
Provide tools & technologies to facilitate clarity in e-
discovery search process
Educate e-discovery community about e-discovery search
Search Guide
78-page draft document on e-discovery search
Wiki version of document
Broad participation in development of document:
• 18 contributors from 15 organizations
• Vendors
• Law firms
• Corporations
• 13 conference calls
• 1 face-to-face meeting
Available at edrm.net
Next Steps
Documentation Sub-Group
Review & finalize EDRM Search Guide
Technology Sub-Group
Search XML specifications
Validation tools
Education & Outreach programs
Why is a Data Set Important
Challenge
E-Discovery
Difficult-to-find files
More
Functionality
and
Testing
Migration
File Types
Internal validation
Functionality Prototyping
Fewer
and Scalability
Scalability
Smoke Testing
Testing
Public validation
Ability to compare Low High
performance Volume
Publish benchmarks
Project Goals
Collect data To support
Large in size Development
Diverse in content Evaluation
Free to use Benchmarking
Classify data
Ensure easy use
Provide data
Identify delivery methods
Data Gathering
Problem
Not a lot of publically
available data
Solution
Outreach to e-discovery &
related organizations
Partnerships
http://edrm.net/dataset
Data Classification
Vendor Support
Problem Vendor A 1,000+ file types
Are you covering enough? Vendor B 400+ file types
What do numbers mean? Vendor C 330+ file types
Website A 13,000+ file types
What about multiple
versions of the same file?
Challenges
Solution Embedded Files
Nested Files (ZIPs within ZIPs)
Reference classification for
Windows IRM
development, RFIs, etc.
Password protection
Status
2008-2009 activities
New EDRM 2008-2009 project
Examined may possible data sources
Launching data gathering website
Created initial classification lists
Ongoing goals
Collect, classify & provide data
Attract more working group members
