EDRM Evergreen Project

Evergreen



The mission of the EDRM Evergreen Project is:

  • To ensure that the Electronic Discovery Reference Model remains current, practical and relevant;
  • To enhance the content at each node of the Model; and
  • To educate about how to make effective use of the Model

Information Management

Move the cursor over the boxes above for links to more information about each stage of the electronic discovery process.
Information Management | Identification | Preservation | Collection | Processing | Review | Analysis | Production | Presentation | Project Management

The EDRM Framework Guide
EDRM Evergreen Diagrams

Downloads for the Evergreen project, sorted from newest to oldest.

Most files may be downloaded by anyone. Except where otherwise noted, use of files is subject to a Creative Commons Attribution 3.0 United States License. To provide attribution, please cite to “EDRM (edrm.net).” If you have questions, contact us at mail@edrm.net.

Some files are identified as “participants-only draft.” These are works in progress, available only to EDRM participants. Generally, these files ultimately will be made publicly available or else their content will be incorporated into the EDRM site.

  • Overview Materials for EDRM Lunch-and-Learn Session - January 30, 2010

    Overview materials for the Feb. 1, 2010 EDRM lunch-and-learn session are now available for download

  • EDRM Evergreen Diagrams PowerPoint - January 28, 2010

    The full set of EDRM Evergreen diagrams is available in a downloadable PowerPoint file.

  • Another Updated Level Two EDRM Evergreen Diagram - January 28, 2010

    Here is one more updated level two EDRM diagram, this for Project Management

  • Updated Level Two EDRM Evergreen Diagrams - January 28, 2010

    As a pre-view of the materials to be presented at the Feb. 1, 2010 EDRM lunch-and-learn session at LegalTech, here are the updated level two EDRM Evergreen diagrams

  • EDRM at LegalTech - November 10, 2009

    EDRM will at LegalTech NY, with a Lunch & Learn session on Monday, February 1, 2010, in the Hilton's Petit Trianon room. Find out what we have been doing with EDRM, where we hope to go with the projects, and how you can get involved.

  • EDRM Approaches Mid-Year Meeting With New Website and Significant Project Advancements - October 17, 2009

    The Electronic Discovery Reference Model (EDRM) project today announced that it is now easier for users to find the valuable research and standards created by the leading e-discovery industry group via a completely re-designed website, www.edrm.net. In addition, the EDRM leaders, Tom Gelbmann and George Socha, have provided updates to all of the working projects in advance of the mid-year meeting, which is being held from Oct. 20-21, 2009, in St. Paul, Minn.

  • What’s New at EDRM - September 11, 2009

    Great strides have been taken over the past two years to flesh out and further define the EDRM model. Over the next few months, you will be seeing two years worth of active collaboration, refinement and modeling being added to the EDRM website. As part of that process, we are re-building the site to provide users an updated interface with easier access to the valuable research and content. In that realm, we wanted to provide a quick update on what’s happening in each of the projects.

  • EDRM Evergreen Production Pack n' Go PowerPoint Presentation Now Available - February 11, 2009

    The EDRM Evergreen Production Working Group's Production Pack 'n Go PowerPoint presentation is now available for download. The presentation steps through the stages of the production process, as outlined by the Production working group.

  • EDRM LegalTech Luncheon Presentation Now Available - February 9, 2009

    The presentation from the EDRM Luncheon at LegalTech New York is now available for download. On Feb. 3, 2009, EDRM leaders gave presentations on their working group activities and progress in 2008 as well as activities of focus in 2009. They covered all six EDRM projects: Evergreen, XML, Metrics, Search, Model Code of Conduct, and Data Set.

  • EDRM Luncheon at LegalTech New York Conference to Address Key E-Discovery Issues - January 29, 2009

    St. Paul, MN (January 28, 2009) – The Electronic Discovery Reference Model (“EDRM”), an industry group created to develop and establish practical guidelines and standards for electronic discovery, today announces: WHAT: An EDRM “Lunch and Learn” featuring George Socha, Tom Gelbmann and other industry leaders for a presentation on the key trends impacting e-discovery professionals, including advancing standards across all phases of the process (Evergreen), ethical challenges (Model Code of Conduct), search practices and technology advancements (Search), data challenges (Data Set) and XML integration between various e-discovery tools (XML). Attendees will also have an opportunity to learn more about involvement in this industry-leading organization.

  • Draft EDRM 2007-2008 Content Now Available for Public Comment - February 1, 2008

    The draft EDRM 2007-2008 content is now available for public comment.

  • Top Level Glossary Link Added - October 16, 2007

    Based on input from the 2007-2008 EDRM Mid-Year Meeting, we have added a top level link to the EDRM Glossary.

  • Agendas for Evergreen Project Session at Oct. Meeting - October 9, 2007

    Following are the draft agendas for the Evergreen Project sessions at the Oct. 16 and 17, 2007 EDRM meeting:

  • Evergreen In Saint Paul - May 17, 2007

    Project Leaders | Organizations | Individuals

    Project Leaders
    Brown, Julie (Vorys, Sater, Seymour and Pease LLP)
    Deacon, Barbara (Integreon)

    Organizations (46)
    American Data Services http://www.american-ds.com
    Anacomp, Inc. http://www.anacomp.com
    Autonomy http://www.autonomy.com
    CA http://www.ca.com
    Canyon Connections http://www.canyonconnections.net
    Clearwell Systems http://www.clearwellsystems.com
    CommVault http://www.commvault.com
    Daegis http://www.daegis.com
    Deloitte Financial Advisory Services LLP http://www.deloitte.com
    Document Technologies, Inc. http://www.dtiglobal.com
    eMag Solutions, LLC http://www.emaglink.com
    EMC Corporation http://www.emc.com/solutions/compliance/ediscovery/index.jsp
    Epiq Systems, Inc. http://www.epiqsystems.com
    Faegre & Benson LLP http://www.faegre.com
    Fios, Inc. http://www.fiosinc.com
    FTI Consulting http://www.fticonsulting.com
    Fulbright & Jaworski L.L.P. http://www.fulbright.com
    GMAC ResCap http://www.gmacrescap.com
    Hanzo Archives Limited http://www.hanzoarchives.com
    i365, A Seagate Company http://www.i365.com
    IBM eDiscovery http://www.ibm.com/software/data/content-management/ediscovery.html
    iCONECT Development, LLC http://www.iconect.com
    IDS Tech http://www.idstechinc.com/
    Integreon http://www.integreon.com
    Kazeon Systems, Inc. http://www.kazeon.com
    kCura http://www.kcura.com
    Kiersted/Systems, Inc. http://www.kiersted.com
    KPMG LLP http://www.us.kpmg.com/fts
    Littler Mendelson, PC http://www.littler.com
    Merrill Legal Solutions http://www.merrillcorp.com/law
    Morgan, Lewis & Bockius LLP http://www.morganlewis.com
    Nextpoint, Inc. http://www.nextpoint.com
    Nuix http://www.nuix.com
    Oce Business Services http://www.obs-innovation.com
    Paul, Weiss, Rifkind, Wharton & Garrison LLP http://www.paulweiss.com
    Perkins Coie LLP http://www.perkinscoie.com
    Planet Data Solutions, Inc. http://www.planetds.com
    PSS Systems http://www.pss-systems.com
    RenewData http://www.renewdata.com
    Symantec Corporation http://www.enterprisevault.com
    TCDI http://www.tcdi.com
    TechLaw Solutions http://www.techlawsolutions.com
    United Technologies Corporation http://www.utc.com
    Vivisimo, Inc. http://vivisimo.com
    Vorys, Sater, Seymour & Pease LLP http://www.vssp.com
    ZyLAB Distribution BV http://www.zylab.com

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    Individuals (86)
    Adams, Pat   Individual Participant
    Backhouse, Denise  Associate Morgan, Lewis and Bockius LLP
    Baldridge, Florinda  Director of Practice Support Fulbright and Jaworski L.L.P.
    Barce, Tom  Regional Practice Support Manager Fulbright and Jaworski L.L.P.
    Barnes, Jason   Individual Participant
    Baron, Deborah  Vice President, Legal and Compliance Autonomy
    Bartlett, John   Integreon
    Beaudoin, Linda  E-Discovery Analytics Consultant Daegis
    Bilderback, Holly  Manager of Operations, CTS Faegre & Benson LLP
    Boit, Bernard  Principal, Forensic Technology KPMG LLP
    Brown, Brian   RenewData
    Brown, Julie  Litigation Technology Manager Vorys, Sater, Seymour and Pease LLP
    Burns, Jim  Vice President of Sales eMag Solutions, LLC
    Caldwell, Debbie   Fios, Inc.
    Carey, Therese  Sales Program Manager kCura Corporation
    Clark, Steven   Individual Participant
    Cook-Holmes, Catherine  VP, Business Development Integreon
    Cottle, John   Kiersted/Systems, Inc.
    de Bie, Rempko  Marketing and Product Management ZyLAB Distribution BV
    Deacon, Barbara   Integreon
    Delis, Michael   Oce Business Services
    DeSilva, Nishan   Individual Participant
    Deusner, David   Individual Participant
    Dodd, Chris   Kiersted/Systems, Inc.
    Eames, Gene  E-Discovery Analytics Consultant Daegis
    Ergulen, Aliye  Offering Manager IBM eDiscovery
    Feistel, Eric  Product Marketing Manager Integreon
    Fiorato, James  Software Engineer Nextpoint, Inc.
    Friedman, Jeff   Anacomp, Inc.
    Gianturco, Mark   IDS Tech
    Gonsowski, Dean   Clearwell Systems
    Goranson, Annie  Discovery Counsel Symantec Corporation
    Gray, S. Courtney  Vice President, Technology Nextpoint, Inc.
    Hanahan, Barbara  Litigation Support Sales Engineer Epiq Systems Inc.
    Harris, Charlotte  Discovery Analyst Individual Participant
    Hartley, Bruce  Director, Forensic & Dispute Services Deloitte Financial Advisory Services LLP
    Hoffman, Matt   Integreon
    Horan, John   Individual Participant
    Horvath, Zoltan   Planet Data Solutions, Inc.
    Hunt, Paige  Assistant Director of Practice Support; Electronic Perkins Coie LLP
    Jadwin, Myron  Executive Vice President American Data Services
    Jenkins, JR   FTI Consulting
    Kemper, Michael  Owner/Corporate Account Specialist Canyon Connections
    Kibbe, Laura  Senior Vice President, Document Review Services Epiq Systems Inc.
    Kidwell, Brent  Chief Knowledge Counsel Jenner & Block LLP
    Kinnaman, Mike  VP Marketing Attenex Corporation
    Kostadimas, Paul  Sr. Program Manager CaseCentral, Inc.
    Krehbiel, Murray   Individual Participant
    Ledergerber, Marcus  Senior Analyst Morgan, Lewis and Bockius LLP
    Lomberk, Karl   Integreon
    MacDonald, Mark   CA Inc.
    Madhava, Rakesh   Nextpoint, Inc.
    Mallon, Sarah   Individual Participant
    Maunder, Anurag  CTO Kazeon Systems, Inc.
    Merlino, Tony  Director of Consulting and Forensic Services, Disc Document Technologies, Inc.
    Middleton, Mark   Hanzo Archives Limited
    Nalle, Richard  Director Advisory Services KPMG LLP
    O’Reilly, Edward  President Individual Participant
    Oppenheim, David   Individual Participant
    Paknad, Deidre  CEO and President PSS Systems
    Pelc, Daniel   Merrill Legal Solutions
    Petty, Jim   PSS Systems
    Phelan, Michael   Navigant Consulting
    Regan, Sean  Product Marketing Enterprise Vault Symantec Corporation
    Reid, Anthony  Principal, Forensic & Dispute Services Deloitte Financial Advisory Services LLP
    Robertson, Nick  VP of Sales and Marketing kCura Corporation
    Rogers, Sue   Techlaw Solutions
    Ruckman, Andy  Principal, Forensic & Dispute Services Deloitte Financial Advisory Services LLP
    Shook, James  Ediscovery and Compliance Solutions Consultant EMC Corporation
    Skapik, Kathleen   Individual Participant
    Smith, Christopher   Anacomp, Inc.
    Stewart, Doug  Director of Technology Daegis
    Story, Cathy  Senior Consultant/Client Services iCONECT Development, LLC
    Tabaee, Nigel   Deloitte Financial Advisory Services LLP
    Tarr, Brett  Marketing Director eMag Solutions, LLC
    Trizzino, Brett   KPMG LLP
    Turner, John   Individual Participant
    Velasco, Jason  1 Individual Participant
    Waller, Rosa  Senior Litigation Technology Consultant Vorys, Sater, Seymour and Pease LLP
    Wallrich, Nancy   Daegis
    Williams, Lori  Manager, Project Management Fulbright and Jaworski L.L.P.
    Wojcik, Emily   CommVault
    Wolf, Ben  Vice President, Research & Development Nextpoint, Inc.
    Wood, Sara  Discovery Consultant Daegis
    Yerich, David  Director, eDiscovery Individual Participant
    York, Dave  Project Manager TCDI

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