PowerPoint 2003 - EDRM by liuhongmei

VIEWS: 18 PAGES: 28

									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

								
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