FORMAT/STYLE
eCourseware / Self-paced online
Or Instructor Led Training
DURATION
14 Hours
INTENDED AUDIENCE
- Project managers and consultants involved in and concerned with the implementation of eDiscovery
- Expert advisors seeking to master the implementation of an eDiscovery
- Individuals responsible for ensuring conformity to EDRM within an organisation
- Members of an eDiscovery implementation team
Prerequisite
None
REGISTRATION
Electronic Discovery
The Electronic Discovery Reference Model (EDRM) Course from the eDiscovery Certification Council delivers the essential knowledge and confidence you need to master the real-world eDiscovery lifecycle — from data governance to courtroom presentation.
This practical, vendor-neutral eLearning program breaks down the industry-standard EDRM workflow into nine clearly defined stages — including Information Management, Identification, Preservation, Processing, Review, Analysis, Production and Presentation. You’ll learn how each stage impacts data handling, accelerates project throughput, and helps avoid costly errors during litigation and investigations
Learning Outcomes
You’ll learn how to:
- Describe the purpose and structure of the Electronic Discovery Reference Model (EDRM) and how it provides a standard framework for managing the eDiscovery lifecycle.
- Identify and explain each major stage of the EDRM, including Information Governance, Identification, Preservation, Collection, Processing, Review, Analysis, Production, and Presentation.
- Evaluate the types and characteristics of Electronically Stored Information (ESI) and recognise how different formats and sources affect eDiscovery decisions.
- Apply best practices for preserving and collecting ESI to ensure evidence integrity, minimise risk, and support defensible processes.
- Analyse how processing, review, and analysis techniques reduce data volume, enhance relevance, and support efficient case workflows.
- Discuss practical strategies for preparing ESI for production and presentation that align with legal requirements and stakeholder expectations.
- Apply EDRM concepts to real-world case scenarios, assessing how each stage functions within an actual legal discovery context.
- Explore current trends and developing issues in eDiscovery rules, case law, and technology that influence how EDRM is implemented in practice.
Syllabus
The Electronic Discovery Reference Model consists of nine steps for electronically stored information (ESI) management.
Information management: Implement data governance processes that alleviate risk and expenses in the event of an electronic discovery request.
Identification: Locate sources of information to determine exactly what the data is, and how it needs to be managed.
Preservation: Ensure potentially e-discovery-relevant ESI is properly stored using measures such as retention and deletion schedules.
Collection: Gather information for e-discovery use.
Processing: Reduce the volume the relevant ESI and convert it for review and analysis.
Review: Determine the data’s e-discovery relevance.
Analysis: Evaluate the ESI for content and context, including key patterns and topics.
Production: Deliver the ESI to relevant parties
Presentation: Display data findings at depositions, hearings, trials, etc., to elicit further information, validate existing facts or positions or persuade a jury.
Standards:
EDRM Identification Standards
EDRM Collection Standards
EDRM Processing Standards Guide, Version 1
EDRM Production Standards, Version 2
Discussion Topics:
- eDiscovery Vs eDisclosure
- Benefits eDiscovery software – Leading software providers
- Where eDiscovery fits into the legal process
- What the Legal team need to do at each stage
- Current Hot Topics