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Electronic Discovery Reference Model (EDRM)

From information management through production and presentation, the Electronic Discovery Reference Model (EDRM) provides a standardized process for managing electronic discovery. The Symantec eDiscovery Platform powered by Clearwell has been custom-designed to work in parallel with the EDRM and features full functionality for each stage of the model.
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Electronic Discovery Reference Model (EDRM)
Created as a way to standardize electronic discovery, the EDRM model has been the go-to guide that companies follow throughout the electronic discovery process. With electronic discovery technology ever-changing – enterprises, governments, and law firms need a fast solution that makes it easy to manage legal, regulatory, and investigative matters using a single application.
The framework is now a ubiquitous model that outlines the steps that almost all companies follow when performing electronic discovery.
Nearly every organization of any size will face an inquiry on electronically stored information for litigation, regulatory compliance, or corporate investigations. Whether a vendor, consultant, law firm attorney, in-house counsel, or corporate IT manager, there are benefits to leveraging EDRM and sharing best practices and advice on managing this complex process and technology.
There are a number of active projects in EDRM that counselors, IT managers, law firms, and eDiscovery vendors can join, including:

EDRM Evergreen

The goals of the EDRM Evergreen Project are:
  • To ensure that the Electronic Discovery Reference Model remains current, practical and relevant;
  • To enhance the content at each node of the EDRM Model; and
  • To educate about how to make effective use of the model.


The goal of the EDRM XML Project is to provide a standard, generally accepted XML schema to facilitate the movement of electronically stored information (ESI) from one step of the electronic discovery process to the next, from one software program to the next, and from one organization to the next.
The ESI includes both underlying discovery materials (e.g., email messages and attachments, loose files, and databases) and information about those materials (e.g., the source of the underlying ESI, processing of that ESI, and production of that ESI).
EDRM XML will help practitioners significantly streamline processes and enable the integration of multiple electronic discovery technologies.

EDRM Metrics

The goal of the EDRM Metrics Project is to provide an effective means of measuring the time, money, and volumes associated with electronic discovery activities. In addition, the metrics model group is responsible for creating tracking, reporting, and measurement protocols to assess electronic discovery activities, and, to the extent metrics data becomes available, begin analysis of that data.
The metrics project follows the electronic discovery process described in the Electronic Discovery Reference Model: identification, preservation, collection, processing, review, analysis, and production, as well as the overarching project management activities that are an inherent part of any electronic discovery undertaking.

EDRM Model Code of Conduct

The goal of the Model Code of Conduct Project is to develop aspirational voluntary ethical guidelines for electronic discovery providers and consumers. Ultimately, these guidelines will be akin to those under which attorneys, court personnel and others in the legal space operate.

EDRM Search

The goal of the EDRM Search Project is to provide a framework for defining and managing various aspects of Search as applied to electronic discovery workflow.
Electronic discovery practitioners use several search techniques for culling and locating electronically stored information. By specifying the type of search, its behavior and expected results, the uncertainty and incompleteness of search can be addressed.

EDRM Data Set

The goal of the EDRM Data Set Project is to compile a 100 gigabyte data set that can be used to test various aspects of electronic discovery software and services.
Source: edrm.net

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