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January 24, 2013

Conference on E-Discovery for Small to Medium Cases

The University of Florida Levin College of Law and EDRM are offering a new e-discovery conference, "Electronic Discovery for the Small and Medium Case," to be held on April 4-5, 2013. The conference will take place at the UF Law campus in Gainesville, Fla., and will also be available as a live, online stream. For more information, go to

December 13, 2012

EDRM Publishes CARRM Framework

EDRM published Wednesday its Computer Assisted Review Reference Model (CARRM) framework diagram, which can be downloaded here.

EDRM's CARRM represents the joint efforts of computer-assisted review providers — Automony, an HP Company; Daegis; Exterro; Falcon Discovery; FTI Consulting; kCura; KPMG; Kroll Ontrack; NightOwl Discovery; and Recommind — as well as leaders from Bowman & Brooke; DLA Piper (U.S.); Littler Mendelson; and Quarles & Brady. Click here for a complete list of EDRM Search participants.

Follow us at EDRM's CARRM section as we add an explanation of the model, descriptions of each stage in the model, and more.

October 02, 2012

Big Data Technology

Data_stream400Incident to the cover story for the October 1 issue of Law Technology News, "Defending Big Data," we sent a request for information to vendors who attended LegalTech New York 2012 and asked them if their products or services addressed the tension that exists in mining, exploiting, and monetizing customer data versus the security and privacy of that data.

I summarized some of the responses in the story "Big Data Technology." For the most part, the responses showed that legal technology was focused on Big Data to extract evidence used in litigation and government investigation and not to address the privacy and security interests in the large data sets owned by enterprises. The software manufacturers that predominantly handle enterprise Big Data, e.g., IBM, Oracle, and SAP, do not apply the same wares to e-discovery and litigation support -- yet.

Continue reading "Big Data Technology" »

September 20, 2012

LEDES Adds Activity, Expense to E-Discovery Billing Codes

Ledes_logo400The Legal Electronic Data Exchange Standards organization is following up last year's work on e-discovery billing codes with codes for e-discovery activity and expense, reports Evan Koblentz.

The codes are intended to provide greater insight into the e-discovery billing process by providing a uniform standard for law firms, corporate legal departments, vendors, and clients to itemize and evaluate e-discovery work. They align with the Electronic Discovery Reference Model and the EDRM Metrics Cube, the organization's model to represent how metrics codes fit into the e-discovery process. The new codes include the A100 series for activities and X300 for expenses; last year's billing codes are known as the L600 series.

Although industry experts welcome the effort to provide greater transparency into e-discovery costs, the LEDES codes have only seen modest adoption by e-discovery vendors.

Read the full article on LTN online.

Image by LEDES

March 02, 2012

Unified Information Governance and Discovery Framework

Big dataThere has been a lot of talk about the importance of information governance including the framework developed by EDRM. Recently, another approach was developed by eThemis called the Unified Information Governance and Discovery Framework (UIGDF). It was designed to address how data flows within the corporation from the vantage point of the records life cycle.

They identified five key functional areas:

1. Information governance forces framework;

2. Operations management;

3. Preserve;

4. Selection; and

5. Produce/retire.

The UIGDF is an attempt to establish a proactive framework that organizations can leverage, regardless of industry vertical, to effectively manage the massive volumes of data in their possession.

The devil is always in the details and what I like about this approach, is that they have actually developed a granular workflow for implementing IG policy and process.

Image by Kevin Krejci

February 08, 2012

What Does an E-Discovery Project Look Like?

Burney_brett1As a lawyer, do you find the concept of project management as alien to your practice and education as the notion of providing your own IT support? In a follow-up to his LTN article, "Right-Thinking in E-Discovery Project Managment," Brett Burney trains his focus on what an e-discovery project looks like to breed a little more familiarity with the process.

As a point of departure, he looks at the Electronic Discovery Reference Model group's Project Management Framework for a broad outline of the logistics necessary to navigate each categorical task in the EDRM.

If you're still in the weeds, he suggests tools that break down the broad framework into more manageable tasks, honing in on tools that are specifically focused on managing e-discovery projects, including Framework from Wave Software, Project Matrix and PHIGRID from eClaris, and Exterro Discovery Workflow. "The goal of all of these products is to give you a standard platform to manage Fingerprint400your e-discovery projects and reuse workflows that have been tried and are true," writes Burney.

But remember that the best framework and the most tried-and-true platform fall down without proper communication and documentation. For the full picture, read "Anatomy of an E-Discovery Project."

January 25, 2012

EDRM Projects Advance Industry Standards

On January 24, 2012, those of us at EDRM provided formal updates from five of the EDRM projects — Data Set, IGRM, Metrics, Model Code of Conduct, and XML. EDRM provides a common, flexible, and extensible framework for the development, selection, evaluation, and use of e-discovery products and services. The advancements in each of the following projects are designed to further standardize the principles and practices utilized in e-discovery management as follows:

Data Set  The EDRM Enron Email Data Set version 2 is now a public data set on Amazon Web Services. AWS hosts these public data sets at no charge to the community in order to enable faster innovation by researchers across a variety of disciplines and industries. For more information about AWS public data sets, go to

Information Governance Reference Model (IGRM)  The IGRM project team and ARMA International recently published a jointly developed white paper, How the Information Governance Reference Model (IGRM) Complements ARMA International’s Generally Accepted Recordkeeping Principles (GARP).

Continue reading "EDRM Projects Advance Industry Standards" »

August 18, 2011

EDRM Model Code of Conduct: Public Comment Request

Feedback The EDRM Model Code of Conduct (MCoC) is now available for public comment at

Published on July 9, 2011 and available at both and, the MCoC addresses five key principles:

  1. Professionalism,
  2. Engagement,
  3. Conflicts of Interest,
  4. Sound Process, and
  5. Security and Confidentiality.

Each principle focuses on the duties of service providers and is accompanied by a corollary focusing on corresponding expectations for their clients.

This initial draft of the MCoC is open to all for public comment through September 30, 2011.

You may post comments at

All feedback will be reviewed by the EDRM MCoC team at the EDRM Mid-Year meeting, held in Saint Paul on October 19-20, 2011. The first version of the MCoC will be published in January 2012, prior to the LegalTech NY conference.

- Regards, on behalf of the EDRM Model Code of Conduct team.


July 19, 2011

EDRM Model Code of Conduct Guidelines

Conduct The Electronic Discovery Reference Model Code of Conduct was published on July 9 and is posted here.  

Congratulations to the MCoC team for tireless dedication to work through many thorny issues. The MCoC addresses five key principles: professionalism, engagement, conflicts of interest, sound process, and security and confidentiality. Each principle focuses on service providers and is accompanied by a corollary focusing on the client perspective.

These guidelines are aspirational and intentionally carry no enforcement authority. They do, however, shine a light on important issues that should concern participants in the electronic discovery marketplace.

Publishing the MCoC starts the conversation. Please keep it going by letting us know your thoughts.

Regards, on behalf of the EDRM Model Code of Conduct team

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