- 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

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
Information Management Guide
Identification Guide
Preservation Guide
Collection Guide
Processing Guide
Review Guide
Analysis Guide
Production Guide
Presentation Guide
Project Management Guide
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.
EDRM Evergreen Overview (version 1.0)
(posted Jan 29, 2010; pdf; 114.45 KB)
Overview of EDRM Evergreen Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
EDRM Evergreen Diagrams (version 1.0)
(posted Jan 28, 2010; ppt; 809.5 KB)
PowerPoint presentation containing top level EDRM diagram and draft second level diagrams
EDRM Production Pack 'n Go (version 1.0)
(posted Sep 21, 2009; ppt; 1.35 MB)
EDRM Production Pack 'n Go
EDRM LegalTech 2009 Luncheon Presentation
(posted Feb 09, 2009; ppt; 4.94 MB)
Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
EDRM LegalTech 2009 Luncheon Presentation
(posted Feb 09, 2009; pptx; 1.82 MB)
Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
EDRM LegalTech 2009 Luncheon Presentation
(posted Feb 09, 2009; pdf; 1.42 MB)
Presentation from the EDRM luncheon at LegalTech New York, Feb. 3, 2009
- 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) |
| 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 |


EDRM Evergreen Diagrams
[...] Evergreen (launched 2007): The Evergreen working group has put together a Production Pack ‘n Go PowerPoint presentation, which steps through the stages of the production process. Posted in early 2009, that presentation and additional Evergreen materials are available at http://edrm.net/activities/projects/evergreen [...]
[...] Evergreen (launched 2007): The Evergreen working group has put together a Production Pack ‘n Go PowerPoint presentation, which steps through the stages of the production process. Posted in early 2009, that presentation and additional Evergreen materials are available at http://edrm.net/activities/projects/evergreen [...]
Evergreen presenters will announce significant progress at the LegalTech 2010 EDRM luncheon on Monday. Feb. 1. Hope to see old and new faces there!