Metrics

The mission of the EDRM Metrics Project is to provide an effective means of measuring the time, money and volumes associated with e-discovery activities.

In addition, the Metrics model group is responsible for creating tracking, reporting and measurement protocols to assess e-discovery activities, and, to the extent metrics data becomes available, begin analysis of that data.

The Metrics project follows the e-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 in inherent part of any e-discovery undertaking.

EDRM Metrics Cube
EDRM Metrics Code Set
EDRM Metrics Case Study

Accomplishments

During the current project year the Metrics team has made great progress with several project deliverables. These elements of the project are designed to enable those involved in e-discovery activity to actively move forward with the process of effectively measuring and monitoring their projects. They include:

• Metrics Cube Model – To help people develop a visual sense of how the metrics codes fit into the e-discovery process and how information may be measured, a 3-D model was developed that relates the metric types, aspects, and EDRM phases.
• EDRM Metrics Code v. 1.0 – With e- discovery projects covering a wide variety and scope of information there are many different ways that activity can be measured. A code set was formulated with almost 1,500 measurement codes in a hierarchical structure to provide a basis to measure from an overview or granular level.
• Metrics Glossary – With the wide variety of activities involved in the e-discovery process, this guide provides detailed descriptions of the codes used for measurement.
• Metrics Tools – To further the capability to readily measure e-discovery activity, several dynamic spreadsheets have been developed to track and analyze Early Case Assessment (ECA), Review, and Collection activities by factors of volume, cost, and time.

Goals

As the project year continues, and further into the future, the Metrics group has more milestones and deliverables in its sights. Some ongoing goals are:

• EDRM Metrics Guide – This is intended to aid those who want to track, analyze, and provide measurements relating to their e-discovery projects. It will serve as an introduction and provide best practices that cover several components of measurement, including:
  • Why measure?
  • What to measure?
  • How to measure and document?
  • Using metrics to improve your discovery process.
• Metrics Problem Profiles – To provide tangible illustration of ways to measure and track activity in an e-discovery project, examples are being documented of select metrics challenges and goals throughout the EDRM phases using standardized problem scenarios. Having these reference materials should provide assistance setting best practices in a real life context.
• Metrics Tools Development – The initial tools created by the Metrics team are a strong starting point to begin, or further, implementation of measurement and tracking programs. The group is working toward the availability of a standardized tool creation template based on the Metrics Codes that will enable users to make custom tracking tools.
• ABA/LEDES Billing Codes – The LEDES Oversight Committee (“LOC”) Board has authorized the creation of a UTBMS Code Set for e-discovery as a formal project. This is intended exclusively for e-discovery purposes, separate from the recent Litigation Code Set revisions. Members of the Metrics project team will be participating in the ongoing revisions of these billing codes.

• EDRM Metrics Case Study (version 2.0)
  (posted Jan 28, 2010; pdf; 570.89 kB)
  EDRM Metrics case study, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
• EDRM Metrics Overview (version 2.0)
  (posted Jan 28, 2010; pdf; 794.26 kB)
  Overview of the EDRM Metrics Project, prepared for Feb. 1, 2010 EDRM lunch-and-learn session
• Metrics Code Workbook (version 1.0)
  (posted Oct 01, 2009; xls; 152.5 kB)
  Workbook for the entire EDRM Metrics code set
• Metrics Code Workbook - Main Schema (version 1.0)
  (posted Oct 01, 2009; xlsx; 89.21 kB)
  Individual workbook for the main schema of the EDRM Metrics codes
• Metrics Code Workbook - x.1 Custodians (version 1.0)
  (posted Oct 01, 2009; xlsx; 13.68 kB)
  Individual workbook for the custodians section of the EDRM Metrics codes (x.1 in the code structure)
• Metrics Code Workbook - x.7 and x.8 Activities and Methods (version 1.0)
  (posted Oct 01, 2009; xlsx; 14.84 kB)
  Individual workbook for the activities and methods sections of the EDRM Metrics codes (x.7 and x.8 in the code structure)
• Metrics Code Workbook - x.3 Formats (version 1.0)
  (posted Oct 01, 2009; xlsx; 22.88 kB)
  Individual workbook for the formats section of the EDRM Metrics codes (x.3 in the code structure)
• Metrics Code Workbook - x.5 Media Types (version 1.0)
  (posted Oct 01, 2009; xlsx; 12.44 kB)
  Individual workbook for the media types section of the EDRM Metrics codes (x.5 in the code structure)
• Metrics Code Workbook - x.6 QA Control (version 1.0)
  (posted Oct 01, 2009; xlsx; 9.63 kB)
  Individual workbook for the QA control section of the EDRM Metrics codes (x.6 in the code structure)
• Metrics Code Workbook - x.4 Status (version 1.0)
  (posted Oct 01, 2009; xlsx; 9.11 kB)
  Individual workbook for the status section of the EDRM Metrics codes (x.4 in the code structure)
• Metrics Code Workbook - x.2 Systems (version 1.0)
  (posted Oct 01, 2009; xlsx; 14.92 kB)
  Individual workbook for the systems section of the EDRM Metrics codes (x.2 in the code structure)
• 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

• Full Set of Materials from EDRM Lunch-and-Learn Session at LegalTech - March 1, 2010

  Here are links to all the materials used and distributed at the EDRM lunch-and-learn session at New York LegalTech

• 2010-2011 EDRM Kickoff Meeting Update - February 26, 2010

  Whether you are a current EDRM participant, an EDRM alumnus, or have never participated in EDRM, we invite you to the kickoff meeting for the 2010-2011 EDRM year - our sixth year!

• Electronic Discovery Reference Model (EDRM) Announces Public Comment Period for All E-Discovery Projects - February 23, 2010

  ST. PAUL, Minn. – February 23, 2010 – The Electronic Discovery Reference Model (EDRM) project teams announced today announced the beginning of the public comment period for new work product drafts posted on the EDRM website.

• 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 Metrics Overview and Case Study - January 28, 2010

  In preparation for the Feb. 1, 2010 EDRM lunch-and-learn session at LegalTech, we have posted two EDRM Metrics documents

• EDRM Metrics Cube - January 28, 2010

  We have added a draft EDRM Metrics Cube to the EDRM Metrics page

• 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 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.

• EDRM Metrics Draft Documentation - March 16, 2007

  The draft EDRM Metrics Documentation is now available for review and comment. To view or download a copy of the document, click here. The document is a spreadsheet file. It contains five worksheets. The main worksheet, "Tasks," contains informati...

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