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E-discovery and building a document retention policy

Data storage managers need to address document retention policies and email archiving to build a comprehensive e-discovery plan. A litigation hold process should also be included.

This five-part tutorial provides storage professionals with an overview of the 2009 e-discovery market and provides insight from users, vendors and corporate counsels. Purchasing an e-discovery software tool, understanding the Electronic Discovery Reference Model (EDRM) and setting e-discovery policies that work are all covered in this e-discovery tutorial.

Table of contents
E-discovery requests have growing impact on data storage 
E-discovery best practices
Explaining the Electronic Discovery Reference Model 
Electronic discovery checklist 
Selecting an e-discovery software tool 

E-discovery requests have growing impact on data storage

Despite dire economic times, the electronic discovery (e-discovery) market is predicted to swell next year. In a growing number of vertical industries, regulatory requirements and increased levels of litigation are driving a need for e-discovery strategies, and forcing storage managers to be proactive in building alliances with corporate counsel and business stakeholders


→ Editor's Tip: Read this article to learn how e-discovery technology can cut costs, as well as its impact on data backup and email archiving.

E-discovery best practices

The process of e-discovery can be a daunting task, with scores of disparate systems spanning an enterprise. A typical starting point is the collection and preservation of the electronically stored information that carries the highest legal risk.

But IT organizations can't limit the scope to email, because other content types might also be potentially relevant to a litigation proceeding. They need to develop e-discovery and data retention strategies in the context of all of their systems.


→ Editor's Tip: Read this article to find out some e-discovery best practices

Explaining the Electronic Discovery Reference Model

The Electronic Discovery Reference Model (EDRM) was initially conceived by George Socha Jr,. founder of Socha Consulting LLC in St. Paul, Minn., and Tom Gelbmann, managing director of Gelbmann & Associates in Roseville, Minn. The reference model divides the e-discovery process into six areas -- information management, identification, preservation/collection, processing/review/analysis, production and presentation -- and identifies the functions associated with each area. Storage is typically involved in the earlier stages of the model.


"If you don't have experience in e-discovery, EDRM is useful. It is good for showing what the issues are," said Mark Brennan, counsel at Bryan Cave LLP in Kansas City.

→ Editor's Tip: Read this article to find out which areas of e-discovery involve storage the most.

Electronic discovery checklist

A growing number of companies are implementing e-discovery. Are you ready?


→ Editor's Tip: Find out the questions your company should answer before finalizing its e-discovery plan.

Selecting an e-discovery software tool

When developing an e-discovery process, storage managers need to pay attention to a variety of issues. The most important one, however, is how the e-discovery software tool will pass information to other parts of the process.


→ Editor's Tip: Read this article to find out how to evaluate an e-discovery tool.


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