| 1. Overview |
| 2. Goals of this Guide |
| 3. Audience for this Guide |
| 3.1. Attorneys and Judges |
| 3.2. Corporate In-House Counsel |
| 3.3. Litigation Support Professionals and Paralegals |
| 3.4. Litigation Service and Software Providers |
| 4. Search Framework |
| 4.1. Define the Search |
| 4.2. Plan and Structure the Search |
| 4.3. Execute the Search |
| 4.4. Validate the Search |
| 4.5. Report |
| 5. Searches During EDRM Workflow Steps |
| 5.1. Brief Background |
| 5.2. “Early” Early Case Assessment |
| 5.3. More Traditional Early Case Assessment |
| 5.4. Preparations for Lawsuit |
| 5.5. Preparations for Meet-and-Confer |
| 5.5.A. Preparing For the Rule 26(f) Meet And Confer |
| 5.5.A.(i). Alpha |
| 5.5.A.(ii). Beta |
| 5.5.B. The Rule 26(f) Meet And Confer |
| 5.6. Requests & Responses |
| Use Case Scenario – Actors |
| 6. Search Methodologies |
| 6.1. Keyword Search |
| 6.1.1. Guidelines |
| 6.1.2. Normal Parameters |
| 6.1.3. Assumed Parameters |
| 6.1.4. Phrase Search |
| 6.1.5. Wildcard Specifications |
| 6.1.6. Truncation Specification |
| 6.1.7. Stemming Specifications |
| 6.1.8. Fuzzy Search |
| 6.1.9. Errors to Avoid |
| 6.2. Boolean Search |
| 6.2.1. Errors to Avoid |
| 6.2.1.1. Evaluation Ambiguity |
| 6.2.1.2. Effect of Document Segments |
| 6.2.1.3. Evaluation Order |
| 6.2.1.4. Boolean Operators as Keywords |
| 6.3. Grouping |
| 6.4. Synonym Search |
| 6.5. Related Words Search |
| 6.6. Concept Search |
| 6.6.1. Latent Semantic Indexing |
| 6.6.2. Text Clustering |
| 6.6.3. Bayesian Classifier |
| 6.6.4. Concept Search Specification |
| 6.7. Occurrence Count |
| 6.7.1. Diacritic Specification |
| 6.8. Searching for Parameters |
| 6.8.1. Searching within a Date Range |
| 6.8.2. Searching for Metadata |
| 6.8.3. Searching for Custodian |
| 6.8.4. Searching for Tags |
| 7. Search Engines and Searching Considerations |
| 7.1. Search Engines |
| 7.1.1. Search |
| 7.1.2. Fielded Search (Searching Metadata) |
| 7.1.3. SQL and Other Query Languages |
| 7.1.3.1. What is SQL? |
| 7.1.4. Indexing |
| 7.1.4.1. Term Selection |
| 7.1.4.2. Additional Indexing Customization |
| 7.1.5. Streaming Text |
| 7.1.6. Data Type Specifications |
| 7.2. Language and Content |
| 7.2.1. Character Encoding Specification |
| 7.3. Specifying Case |
| 7.3.1. Language Specification |
| 7.3.2. Tokenization Specification |
| 7.3.2.1. Special Cases with Tokenization |
| 1. The Hyphen (-) Character |
| 2. Chinese, Japanese, and Korean (collectively CJK) Languages |
| 3. German |
| 4. Diacritical Marks |
| 7.4. Document Segments and Segment Scope Specification |
| 8. Documenting Search Results |
| 8.1. Results Overview |
| 8.1.1. Overall Corpus Counts |
| 8.1.2. Corpus Breakdown |
| 8.1.3. Loading States and Batches |
| 8.1.4. Search Query Recording |
| 8.1.5. Overall Search Results Meta-Data |
| 8.1.6. Document-Level Search Results |
| 8.1.7. Hit-Level Results |
| 8.1.8. Keyword Occurrence Counts |
| 8.1.9. Language, Script and Encoding |
| 8.1.10. Search Accuracy Measures |
| 8.1.11. Search Performance Measures |
| 9. Validation of Results |
| 9.1. Search Results Descriptions |
| 9.2. Validation Methodologies |
| 9.2.1. Frequency Analysis |
| 9.2.2. Dropped Item Validation |
| 9.2.3. Non Hit Validation |
| 9.2.4. Review Feedback Validation |
| 9.3. Effectiveness Benchmark for Searches |
| 9.4. Search Accuracy: Precision and Recall |
| 9.4.1. Determining Precision |
| 9.4.2. Determining Recall |
| 9.4.3. Iterative Searching |
| 9.5. Sampling and Quality Control Methodology for Searches |
| Appendix 1: Meta-Data Name Specifications |
| Appendix 2: Application of Sampling to E-Discovery Search Result Evaluation |
| A2.1. Sample Selection |
| A2.2. Sampling Pitfalls |
| A2.2.1 Measurement Bias |
| A2.2.2 Coverage Bias |
| A2.2.3 Non-Response Bias |
| A2.2.4 Response Bias |
| A2.2.5 Sampling Time Relevance |
| A2.2.6 Sampling Continuous Stream |
| Search Guide Glossary |
| Versions |
EDRM Search Guide
[...] in February 2009. The group currently is working on version 1.17 of the Search Guide, available at http://edrm.net/resources/guidelines/edrm-search-guide, and has begun development of an accompanying XML [...]
[...] in February 2009. The group currently is working on version 1.17 of the Search Guide, available at http://edrm.net/resources/guidelines/edrm-search-guide, and has begun development of an accompanying XML [...]
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