Electronic Discovery Reference Model (EDRM) Framework
The Electronic Discovery Reference Model
Launched in May 2005, the Electronic Discovery Reference Model
(EDRM) Project was created to address the lack of standards and guidelines in the
electronic discovery market - a problem identified in the 2003 and 2004 Socha-Gelbmann
Electronic Discovery surveys as a major concern for vendors and consumers alike.
The completed reference model provides a common, flexible and extensible framework
for the development, selection, evaluation and use of electronic discovery products
and services. The completed model was placed in the public domain in May 2006.
QUiVX Industry-Standard Electronic Discovery Reference Model (EDRM)
 Information
Management - QUiVX Consulting Services, inhouse software
Records retention for business reasons, for regulatory reasons, or, most importantly,
for litigation is an important aspect of the overall eDiscovery preparedness model.
The preemptive capture and indexing of the most requested ESI in a given business
can greatly reduce your risk of spoliation, as well as meet the court's expectation
of responsiveness. Without proactive capture, a reactive "crawl" through
your infrastructure for each discovery event is required. In a recent Osterman survey,
73% of respondents said that in the event of a discovery request, they would prefer
to have the information readily accessible and searchable in an existing archive,
as opposed to an after-the-fact reactive "crawl."
 Identification
- QUiVX Consulting Services
The Identification phase of the Electronic Discovery Reference Model refers to the
process of learning the location of all the information you might have a duty to
preserve and potentially disclose in a pending or prospective legal proceeding.
For Exchange email, Windows file system and SharePoint discovery, QUiVX can capture
all potentially discoverable information in Exchange, Windows file systems and SharePoint
servers, so there is no question as to where that potentially discoverable information
resides. In the case of custodian workstation discovery our eDiscovery processing
software solution provides the ability to reactively search custodian workstations
for responsive information if the custodian's computer is connected to the enterprise.
 Preservation
- Forensic Imaging / Active Collection
You must ensure that potentially responsive electronically stored information
is protected against destruction or alteration when litigation is anticipated or
is in fact happening. This is called the litigation or legal hold requirement.
 Collection
- Forensic Imaging / Active Collection
The preservation and collection phases of eDiscovery often overlap. Collection
and preservation work hand in hand to ensure that all potentially responsive information
is found and protected for eDiscovery. This information is usually searched for
on backup tapes, workstation hard drives, enterprise share drives, email servers,
SharePoint servers, portable storage devices such as iPods, and so on. For Exchange,
Windows file systems, and SharePoint data collection.
 Processing
- IPRO eCapture / Discovery Assistant
The processing phase includes reducing the overall set of information you
have collected by setting aside files that are duplicates, as well as files you
believe are not going to be relevant because of factors such as type, origin, privilege,
or date.
 Review
- Concordance FYI, Summation, Clearwell
The review phase includes evaluating the collected ESI, frequently for
relevance and privilege. Once potentially responsive information is captured and
duplicates have been removed by the NearPoint archive, the NearPoint eDiscovery
Option allows you to filter and review your information sets to produce the smallest
information sets of responsive information. This transparent movement of data via
the LiveOffice CloudMerge tool provides a secure “neutral” zone where custodians,
legal counsel, case assessment managers, citizens and partners can easily review
messages online, eliminating the need for manual processing and export to physical
media.
 Analysis
- Concordance FYI, Summation, Clearwell
In the analysis phase, important case knowledge can be discerned from the
body of collected documents and messages. Effective technology and techniques are
essential to effective information and case analysis. Information that is essential
to making your case can be quickly and easily obtained in a manner that is both
more accurate and much less costly than an exhaustive manual review.
The QUiVX eDiscovery Option provides you with powerful search and filtering tools
against email, calendars, contacts and drafts with Boolean search, easy-to-use search
within search, proximity search, automatic conversation thread construction, search
by context, search by date, and more. The ability to quickly create sets of "what
if" results provides a much richer view of your case information and enables
a rich Early Case Assessment capability.
 Production
- eDiscovery Option
The production phase includes the delivery of your results sets to various recipients
(law firm, corporate legal department, service provider, and so on) as your response
to the eDiscovery request. Results sets can also be exported to other systems, such
as case management and presentation systems, if the need arises.
eDiscovery Options Key Benefits
- Quickly Search Archived ESI — The eDiscovery Option's intuitive
user interface lets you quickly perform fast and sophisticated search, review and
export of all archived ESI including emails, calendar entries, contacts, drafts,
office documents and SharePoint records
- Complete Exchange History — Capture of all potentially responsive
Exchange data provides a total view of email information allowing for the reconstruction
of complex events and user behavior for litigation support and proactive eDiscovery
for Early Case Assessment
- Powerful Search Tools — A wide range of search features allow ESI
to be easily discovered and culled, including multi-level searches, metadata, exclusions,
Boolean logic versions, authors and conversation threads
- eDiscovery Workgroup Collaboration — eDiscovery teams can efficiently
work together using Concordance FYI workflow features to search, place a litigation
hold, review, and tag results for export
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