Preservation Obligations & Formats

40 mins

This course examines preservation obligations and procedures; including various aspects of the duty to preserve, legal hold notices, preservation formats, relevant case law and how to avoid sanctions.

Class Outline:
  • Preservation Obligations & Formats 40 mins
    • The Faculty
    • The Duty to Preserve
    • Preservation Triggers
    • Proportionality
    • Legal Hold Notice
    • Legal Hold Procedures
    • Legal Holds & Technology
    • Preservation Formats
    • Format Rules
    • Sanctions
Class Readings:
  • Ameriwood Indus., Inc. v. Liberman.pdf
  • Anti-Monopoly, Inc. v. Hasbro, Inc..PDF
  • Zubulake v. UBS Warburg LLC.PDF
  • GTFM Inc. v. Wal-Mart Stores Inc..PDF
  • Morris v. Union Pac. R.R. Co..PDF
  • Williams v. Sprint-United Mgmt. Co..pdf
  • Preservation Obligations & Procedures.pdf
Course Comments
No avatar
Eric Allen   |   09/03/2021

Course is out of date. It references new rules that should have been enacted in 2015.

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Matthew Shumway   |   03/06/2020

The only negative comment I can make about this lesson is the volume of the speakers. I had to constantly play with sound settings but otherwise, a great presentation about preservation.

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Catherine Hendricks   |   07/28/2017

Good start. Thank you.

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Christine Hawkins   |   06/21/2017

Thank you! Helpful.

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Judy St. John   |   05/17/2017

The information is great, but the volume fluctuations and jerky transitions to the speakers is a bit distracting. Also, you might want to consider a lighter background since the speakers wear darker clothes they almost look like floating heads. Video quality aside, the information is really good.

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Stephen Weeks   |   05/17/2017

please keep the volume more consistent between speakers and between courses.

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Lakeith Whitley   |   03/17/2017

Very good information on the importance of preserving tape backup.

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Barath Rajagopalan Jayaraman   |   04/25/2016

This course gives a very detailed orientation to legal Hold and its obligations.

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Monekia Franklin   |   04/13/2016

I enjoyed the practical tips provided in this presentation. If possible, it would be helpful to provide a short clip at the end that summarizes how preservation obligations are affected by the amendments to the FRCP.

Disclaimer: The views and opinions expressed in this online video course are those of the individual faculty members
and do not necessarily reflect the official policy or position of any organization, corporate entity, law firm, government agency or the Electronic Discovery Institute.