Download - LegalTech Lunch & Learn Feb. 3, 2009
Mission
Goals Deliverables
Ensure that Model remains current, practical & relevant
Updated content – keeping the Model current
Enhance content at each section of Model
Enhanced content:• “Level 2” diagrams• New/expanded content• More links, examples, samples
Educate about how to make effective use of the Model
Guides to use of the Model:• Legal professionals• IT professionals• Project management
professionals
Second levelgraphics
Identification
Processing
In progress
Reviewing & updating contentDeveloping second level graphicsDeveloping:• Case studies• Commentary• Curricula• Frameworks• Forms
• Maps• Practice tips• Surveys• Work flows
Recruiting new contributors
Information ManagementIdentificationProcessing & CollectionProcessingReviewAnalysisProductionPresentationProject Management
EDRM XML Schema continues to gain momentum
Increased vendor adoptionFirst integrations deployedMany more in validation
Clear customer uptake
EDRM XML Schema continues to gain momentum
Increased vendor adoptionFirst integrations deployed; many more in validationStarting 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 useDefined 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 SchemaAvailable for download & commentAdded additional document type “Paper”Minor modifications to several field types to improve flexibility
Version 1.1 Compliance data setUpdate in processValidates ability to properly read/process an EDRM load fileIncludes 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 validationWork 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 isAn effective means of measuring time, money & volumes associated with e-discovery
CompletedMetrics Schema – a flexible code structure covering EDRM lifecycle
In progressMetrics Guide Adoption toolsGlossary
Mission
To evaluate & define acceptable boundaries of ethical business practices within the e-discovery service industryTo 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 SectionsPrinciples focus on the duties of a Service ProviderCorollaries focus on the related duties of a ClientBest Practices define recommended guidelines for ethical decision-makingExamples provide hypothetical scenarios for real-world implementation of Best PracticesDiscussion provide commentary on Best Practices
The Seven Topics
ProfessionalismEngagement Conflicts of InterestSound ProcessCooperation & CommunicationConfidentialityDispute Resolution
Current Activities
Team members have volunteered to work on specific Principles & the associated Corollaries, Best Practices, Example & Discussion sectionsTeam members draft, post, comment on others, and then revise the applicable sectionsModel 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 2009Full promotional release of MCoC planned for August 2009 at ILTADevelop & release educational programs on ethics in electronic discovery for Service Providers, Law Firms & CorporationsEstablish 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 Document
EDRM Search Project Description.pdf
Comments Bulletin board: http://edrm.net/bb/viewforum.php?f=79
Email: [email protected]
Group Membership
May
June Ju
lyAug
Sept Oc
t
November
December
January
20
30
40
50
60
70
80
28 members 69 members
What Problem Are We Solving?
Searching is a hard, complex taskMake it simpler with tools, documents, etc.Raise awareness of various aspects of search
Searches are used everywhereDocument the roles in search in each e-discovery stageMinimize errors, costs & legal sanctions connected with e-discovery searches
Deliverables
Document various aspects & issues related to e-discovery searchProvide tools & technologies to facilitate clarity in e-discovery search processEducate e-discovery community about e-discovery search
Search Guide
78-page draft document on e-discovery searchWiki version of documentBroad participation in development of document:• 18 contributors from 15 organizations
• Vendors• Law firms• Corporations
• 13 conference calls• 1 face-to-face meetingAvailable at edrm.net
Next Steps
Documentation Sub-GroupReview & finalize EDRM Search Guide
Technology Sub-GroupSearch XML specificationsValidation tools
Education & Outreach programs
Why is a Data Set Important
ChallengeDifficult-to-find files Functionality
Testing
E-Discovery and
Migration
Prototyping and
Smoke Testing
Scalability Testing
Low HighFe
wer
M
ore
Volume
File
Typ
esInternal validationFunctionalityScalability
Public validationAbility to compare performance
Publish benchmarks
Project Goals
Collect dataLarge in sizeDiverse in contentFree to use
Classify dataEnsure easy use
Provide dataIdentify delivery methods
To supportDevelopmentEvaluationBenchmarking
Data Gathering
ProblemNot a lot of publically available data
SolutionOutreach to e-discovery & related organizationsPartnerships
http://edrm.net/dataset
Data Classification
ProblemAre you covering enough?What do numbers mean?What about multiple versions of the same file?
SolutionReference classification for development, RFIs, etc.
Vendor Support
Vendor A 1,000+ file types
Vendor B 400+ file types
Vendor C 330+ file types
Website A 13,000+ file types
Challenges
Embedded Files
Nested Files (ZIPs within ZIPs)
Windows IRM
Password protection