September 2016 EDRM Update

Issue 33 – September 2016

September has been busy as EDRM transitions to its new home with Duke Law.  The first project we are undertaking is a refresh and update of the EDRM.net website and content.

The membership registration and payment page has been moved to the Duke site. Law firms, corporations, or individuals wishing to obtain a new membership or renew an existing membership can now pay by credit card online on the Duke Law Center for Judicial Studies payment site.

Thanks to all of you who have provided suggestions for the website update.  We still welcome your comments and suggestions.  To participate, visit EDRM.net.  Are any areas of the site unclear? Is there information you would like to find on EDRM that is not currently there?  Share your comments and suggestions online.

You should have already received a note outlining the changes underway now that EDRM is part of the Duke Law Center for Judicial Studies. We welcome your comments.

Join us at Duke Law Center for Judicial Studies conferences on class-action settlements and emerging issues in mass-tort MDL. Duke is extending a special discounted rate to EDRM members who are interested in attending. See the EVENTS section in this email for details.

Best wishes for a wonderful fall from all of us at EDRM and Duke Law.

Tom Hnatowski, George Socha, and Tom Gelbmann

September 2016 Highlights

Security Audit

The Security Audit project has made significant progress in developing a set of critical questions to ask when assessing the data security of an e-discovery vendor or partner. The evaluation allows the assessor to determine the level of risk the organization may be assuming by engaging the vendor or partner and to make suggestions to improve security practices and enhance the service provided.

The assessment tool is now in final review and will be posted on the EDRM site soon. Stay tuned for details.

Cross-Border E-Discovery Project

A new EDRM project proposed at the 2016 Spring Workshop will focus on cross-border e-discovery.  This working group will develop and publish materials addressing practical aspects of discovery when it crosses national borders.  There are great opportunities to work with Chiara Rustici in the U.K. and Helen Stocklin-Enright of Perkins Coie on this important effort.  If you are interested in participating, send us a note at mail@edrm.net.

EDRM Collection Standards Project

We published the first version of the EDRM Collection Standards in 2013 and delivered an updated version in January 2014. Accompanying the EDRM Collection Standards is the EDRM Collection Standards Glossary. The objective of this project is to address collection of data from mobile devices, social media and websites. Project leads are Julie Brown of Vorys and Colleen Zea of Computer Forensic Resources.  If you are interested in participating, send us a note at mail@edrm.net.

EDRM E-Discovery Glossary

The EDRM Glossary, first published in 2006, contains definitions of over 1,400 electronic discovery and information governance terms. It includes terms from 6 specialized glossaries as well as terms not in those glossaries.

A downloadable PDF of the glossary is available on the EDRM site.

The glossaries are works in progress, and help is needed to move them forward. Ongoing tasks for the glossaries include:

  • Improving the ability to search glossary pages on the site
  • Identify additional terms or glossaries to incorporate into the EDRM Glossary collection, including additional  IG (information governance) glossaries.
  • Evaluate creating an EDRM Glossary app.

If you are interested in participating, send us a note at mail@edrm.net.

Welcome New and Returning Members

Welcome to our newest EDRM members. We look forward to their participation and contributions.



  • David Ahrens, FRONTEO
  • Scott Bayer
  • Glenn Brown, Mimecast
  • Richard Dilgren, FRONTEO
  • Mark Goodnight
  • Roger Hagedorn, City of Minneapolis
  • Audrey Hillyard
  • Jack Hughes
  • Angela Kittleson
  • Stacey Mirinaviciene, Keuka College
  • Tara Murphy, University of San Diego Paralegal Program
  • Eckhard Passdorf

For a complete list of organizational members, click here. For a complete list of individual members, click here.

Upcoming Events & Webinars

October Conferences – Center for Judicial Studies

We are pleased to invite EDRM members and subscribers to two upcoming, invitation-only conferences offered by the Duke Law Center for Judicial Studies. If you are interested in attending, please send a description of your relevant experience and your reasons for wanting to attend the conference to judicialstudies@law.duke.edu. Mention your EDRM affiliation (sponsor, member or subscriber). EDRM members and sponsors receive a $500 discount per registrant; EDRM community members receive a $250 discount.

Class-Action Settlement Conference, October 6-7, 2016, San Diego

This conference will focus on amendments to Rule 23, addressing class-action settlement issues. The amendments are expected to be published in August 2016 and would take effect on December 1, 2018, if approved under the rule-making process.

Emerging Issues in Mass-Tort MDLs, October 27-28, 2016, Arlington, VA

The focus of the conference is to lay the groundwork for the update and revision of the Duke Law Standards and Best Practices for Large and Mass-Tort MDLs.

Upcoming Webinar Events: October 12, 1:00 pm EDRM Webinar Sponsored by LexisNexis

New Webinars Available On-demand:


Melinda Vaughn

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