Search & Review of Electronically Stored Information

1 hour 18 mins

This course covers the search and review of electronically stored information.  The faculty discusses various search strategies and their applications, and various options for reviewing documents, including some of the special considerations related to the use of technology assisted review (TAR).

Class Outline:
  • Search & Review of Electronically Stored Information 1 hour 18 mins
    • The Faculty
    • The Faculty Pt. 2
    • Why is Search & Review Important?
    • Processing, De-NISTing & De-Duplication
    • Keyword Search
    • Should Keywords Be Negotiated?
    • Are Keywords Subject to Attorney-Client Privilege or Work-Product Protection?
    • Boolean Search
    • Fuzzy Search
    • Concept Search
    • Clustering
    • Visualization Tools
    • Relevance Ranking Tools
    • Custodian Search
    • Contract Attorneys & Managed Review
    • Limitations of Manual Review
    • Technology-Assisted Review
    • How Much Disclosure is Necessary When Using TAR?
    • Is TAR Held to a Higher Standard than Manual Review?
    • Judicial Intervention in Search & Review Disputes
    • The Daubert Standard & Search Disputes
    • Quality Control & Quality Assurance
    • Does the "Perfect" Search & Review Exist?
    • Conclusions
Class Readings:
  • Grossman & Cormack - A Tour of TAR (ABA 2016).pdf
  • Grossman & Cormack - Federal Courts Law Review Glossary.pdf
  • Grossman & Cormack - Richmond Journal of Law & Technology.pdf
  • Comments on “The Implications of Rule 26(g) on the Use of Technology-Assisted Review”.pdf
  • Continuous Active Learning for TAR.pdf
  • Search & Review of Electronically Stored Information (ESI).pdf
Course Comments
No avatar
Carolyn E. Anger   |   07/15/2016

Excellent presentation on search and review tools, practices, processes and legal ramifications. Very forward thinking and thorough!

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.