The mission of the EDRM Search Project is to provide a framework for defining and managing various aspects of Search as applied to E-discovery workflow.
E-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.
The EDRM Search Guide
EDRM Search Guide – PDF version
EDRM Search Guide – Word version
Downloads for the Search 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 Search Overview (version 1.0)
(posted Jan 29, 2010; pdf; 61.74 KB)
Overview of EDRM Search Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
EDRM Search XSD (version 1.0)
(posted Oct 01, 2009; xsd; 23.94 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - Employment Related Lawsuit (version 1.0)
(posted Oct 01, 2009; docx; 24.78 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - SEC Investigations (version 1.2)
(posted Oct 01, 2009; doc; 82 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - Executive Compensation Investigation (version 1.0)
(posted Oct 01, 2009; doc; 50 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - SEC Investigations (version 1.1)
(posted Oct 01, 2009; doc; 82.5 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - SEC Investigations (version 1.0)
(posted Oct 01, 2009; doc; 68 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Problem Profile - Class Actions (version 1.0)
(posted Oct 01, 2009; docx; 40.37 KB)
*** PARTICIPANTS-ONLY DRAFT ***
EDRM Search Guide (version 1.17)
(posted Sep 22, 2009; pdf; 332.3 KB)
EDRM Search Guide (version 1.17)
(posted Sep 22, 2009; doc; 774 KB)
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
EDRM Search Guide (version 1.14)
(posted Feb 06, 2009; doc; 666.5 KB)
EDRM Search Guide (version 1.14)
(posted Feb 06, 2009; pdf; 266.14 KB)
- 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 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 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 Search Guide Available in Three Forms - February 6, 2009
- EDRM Search Guide Now Available - February 3, 2009
- 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.
Project Leaders | Organizations | Individuals
| Project Leaders |
|---|
|
Rangan, Venkat (Clearwell Systems) Robman, Jason (Recommind) Williams, Karen (Clearwell Systems) |
| Individuals (92) | |
|---|---|
| Apple, Penny | TCDI |
| Barbanel, Jerry President & CEO | Precision Discovery, LLC |
| Beaudoin, Linda E-Discovery Analytics Consultant | Daegis |
| Bierner, Gann Director of Search and Analysis Technology | i365, A Seagate Company |
| Blaha, Mark Litigation Support Manager | Littler Mendelson, PC |
| Brandt, Jeffrey Creative Director | Nextpoint, Inc. |
| Buckles, Gregory | Individual Participant |
| Carpenter, Craig VP, Marketing and Business Development | Recommind |
| Carter, Stuart | Symantec Corporation |
| Chan, Greg | Bingham McCutchen LLP |
| Clawson, David Enterprise Vault Specialist Manager | Symantec Corporation |
| Coviello, Rob Director, Discovery Solutions | Techlaw Solutions |
| Cox, Jason | Anacomp, Inc. |
| d’Albertis, Sean E-Discovery Specialist II | Faegre & Benson LLP |
| de Bie, Rempko Marketing and Product Management | ZyLAB Distribution BV |
| Di Silvestri, Jay | Vivisimo, Inc. |
| Enck, Vivian | Robins, Kaplan, Miller & Ciresi L.L.P. |
| Friedman, Jeff | Anacomp, Inc. |
| Garrett, Julie Director, Product Management | Oracle |
| Gavin, Jean Principal | eDiscovery Management Associates, LLC |
| Gavin, Jean Principal | eDiscovery Management Associates, LLC |
| Gavin, Jean Principal | eDiscovery Management Associates, LLC |
| Goodwin, Danielle | Precision Discovery, LLC |
| Hafri, Younes Lead Developer | Hanzo Archives Limited |
| Halberg, Jim Engineer | Nextpoint, Inc. |
| Hamilton, William Partner | Holland & Knight |
| Hartley, Bruce Director, Forensic & Dispute Services | Deloitte Financial Advisory Services LLP |
| Henderson, Craig | EMC Corporation |
| Herbst, Greg | Vivisimo, Inc. |
| Hirschfeld, Marc President | Individual Participant |
| Hogan, Christopher | H5 |
| Horan, John | Individual Participant |
| Jacobs, Kevin Vice President of Technology Services | Document Technologies, Inc. |
| Jenkins, JR | FTI Consulting |
| Johnson, Scott | Integreon |
| Kaul, Vikram | Mindtree Ltd. |
| Kennedy, Patrick | Individual Participant |
| Kidwell, Brent Chief Knowledge Counsel | Jenner & Block LLP |
| Kim, Young | Integreon |
| King, Laurie Business Portfolios Manager – IT/Legal | Individual Participant |
| Lappin, Michael | Symantec Corporation |
| Madhava, Rakesh | Nextpoint, Inc. |
| Matos, Will | TCDI |
| Maunder, Anurag CTO | Kazeon Systems, Inc. |
| McGuire, Michael Attorney | Littler Mendelson, PC |
| McLaughlin, Don President/CEO | Falcon Discovery |
| Melby, Jenifer Document Analyst – Client Technology Services | Faegre & Benson LLP |
| Merlino, Tony Director of Consulting and Forensic Services, Disc | Document Technologies, Inc. |
| Middleton, Mark | Hanzo Archives Limited |
| Miller, Danae | Individual Participant |
| Monarko, Stacy Product Marketing Manager | Vivisimo, Inc. |
| Morales, Tena Information Management Advisor | Individual Participant |
| Paskach, Chris National Partner-in-Charge, Forensic Technology Services | KPMG LLP |
| Patton, Aaron Director | Precision Discovery, LLC |
| Philipp, Aaron | Navigant Consulting |
| Pogodin, Andre | PSS Systems |
| Poteet, Mary Pat National Litigation Support Manager | DLA Piper |
| Rangan, Venkat CTO | Clearwell Systems |
| Regout, Peter Manager Document Conversion Services | ZyLAB Distribution BV |
| Reichenberger, Anthony | Faegre & Benson LLP |
| Robman, Jason | Recommind |
| Rohde, Chris Business Development Officer | PureDiscovery |
| Ronk, Matt | Navigant Consulting |
| Ruckman, Andy Principal, Forensic & Dispute Services | Deloitte Financial Advisory Services LLP |
| Russo, Nick | Planet Data Solutions, Inc. |
| Rutty, Michael | CommVault |
| Rylander, Gary IBM Global Business Services | IBM eDiscovery |
| Schieneman, Karl | Individual Participant |
| Scribner, Kelly Assistant National Litigation Support Administrato | Office of Defender Services, Administrative Office of the United States Courts |
| Smith, Christopher | Anacomp, Inc. |
| Smith, Glenn Senior Partner | Lenczner Slaght |
| Story, Cathy Senior Consultant/Client Services | iCONECT Development, LLC |
| Strausberg, Stacey Sr. Systems Engineer, Messaging Specialist | Symantec Corporation |
| Suarez, Eduardo | Symantec Corporation |
| Swanger, Chuck E-Discovery Specialist Principal Systems Engineer | Symantec Corporation |
| Tilot, Ryan | Individual Participant |
| Trzebunia, Damian Offering Manager – IBM OmniFind Search/eDiscovery | IBM eDiscovery |
| Veliah, Sundar Consultant Software Engineer | EMC Corporation |
| Vishwabhan, Vivek | Cruz eDiscovery Solutions, Inc. |
| Wade, Michael | Planet Data Solutions, Inc. |
| Wade, Nick | Symantec Corporation |
| Wagner, William Director, Product Management | CaseCentral, Inc. |
| Webber, Leigh | Individual Participant |
| Weiss, Brian | Autonomy |
| Wiggins, Mandi | Integreon |
| Williams, Chuck CTO, E-Discovery Business Unit | i365, A Seagate Company |
| Williams, Karen Product Manager | Clearwell Systems |
| Wixted, Kevin Litigation Support Manager | DLA Piper |
| Wolf, Ben Vice President, Research & Development | Nextpoint, Inc. |
| Woolls, David CEO | Individual Participant |
| Wright, James Director-Electronic Evidence Consulting | FTI Consulting |
| Ybarra, John | Individual Participant |



Thank you Search Project! Finally had a chance to support a client w/a section from the Search Guide on the potentially overly inclusiveness of searching for the terms privileged/confidential to find privileged documents.