October 13, 2009 07:00 ET

EDRM Approaches Mid-Year Meeting With New Website and Significant Project Advancements

EDRM Advancements Reflect Two Years of Collaboration, Refinement and Modeling Amongst E-Discovery Service Providers, Law Firms, Corporate Practitioners and Individual Contributors

ST. PAUL, MN--(Marketwire - October 13, 2009) - The Electronic Discovery Reference Model (EDRM) project today announced that it is now easier for users to find the valuable research and standards created by the leading e-discovery industry group via a completely re-designed website, In addition, the EDRM leaders, Tom Gelbmann and George Socha, have provided updates to all of the working projects in advance of the mid-year meeting, which is being held from Oct. 20-21, 2009, in St. Paul, Minn.

"Great strides have been taken to flesh out and further define the EDRM model," said George Socha, co-founder of the EDRM project and principal of Socha Consulting. "We're extremely proud of the progress made by each of our project teams. Our updated website reflects two years worth of collaboration, refinement, modeling and features."

Advancements made by the eight EDRM projects in 2009, to date, include the following:

--  Evergreen (launched 2007): The Evergreen working group has put
    together a Production Pack 'n Go PowerPoint presentation, which steps
    through the stages of the production process. Posted in early 2009, that
    presentation and additional Evergreen materials are available at
--  XML (2006): The XML group has developed an XML schema that can be
    used, and is being used, as a replacement for the multitude of proprietary
    load file formats out there today. With version 1.0 of the schema released
    in January 2008, EDRM is now working on refinements to version 1.1 and has
    begun the planning process for version 2.x. Twenty software and service
    providers have passed the compliance self-test to become EDRM XML
    certified. For XML materials, go to
--  Metrics (2006): After three years of hard work, the Metrics group has
    developed an extensive set of codes designed to provide an effective means
    of measuring the time, money and volumes associated with e-discovery
    activities. Version 1.0 of the codes is scheduled to be released in Q4
    2009. The draft set can be seen at
--  Model Code of Conduct (2007): A draft Model Code of Conduct, which
    provides recommended guidelines for software and services providers (akin
    to those under which attorneys, court personnel and others in the legal
    space must operate) is now available at:
--  Search (2008): The EDRM Search Project, aimed at providing a framework
    for defining and managing search specifications for culling and review,
    released version 1.14 of the draft EDRM Search Guide in February 2009. The
    group currently is working on version 1.17 of the Search Guide, available
    at, and has begun
    development of an accompanying XML schema.
--  Data Set (2008): The EDRM Data Set Project has compiled more than 60
    gigabytes of data that can be used to test various aspects of electronic
    discovery software and services. The data set foreign language data from 23
    different countries, emails with attachments (including .pst files), file
    format data from 200 different file types, and a file list with over 13,000
    extensions. The group is currently testing the compiled data as well as
    distribution processes. More information on these efforts can be found at:
--  Jobs (2009): An initial process flow diagram outlining a means to
    identify, assess, advocate for, recruit, on-board and retain the
    appropriate level of professional resources process has been drafted. The
    group is working on developing a second level flow and related content.
    More information can be found at:
--  Information Management Reference Model (IMRM) (2009): The Information
    Management Reference Model Project has organized into six working groups,
    each focused on gathering input from a wide variety of organizations and
    experts, including analyst firms, corporations, electronic content
    management (ECM) vendors, healthcare organizations, industry trade
    associations, and standards and certification groups. The project seeks to
    facilitate dialogue among legal, IT, records management, line-of-business
    and other stakeholders by providing a common language and reference for
    discussion and decision-making based on the needs of the organization. For
    more information, visit

Open invitation

Corporations, law firms, e-discovery vendors and individual thought leaders are invited to participate in the EDRM project and any of the working teams. The cost to participate is based on the type and size of the organization, as well as the number of projects in which the organization chooses to participate. Individuals are also welcome to participate for a fee; however, the fee is currently being waived for those who have been laid off and are currently unemployed.

About EDRM

Launched in May 2005, the 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. Expanding on the base defined with the Reference Model, the EDRM projects were expanded in May 2006 to include the EDRM Metrics and the EDRM XML projects. Over the past four years, the EDRM project has comprised more than 170 organizations, including 115 service and software providers, 43 law firms, three industry groups and 12 corporations involved with e-discovery. Information about the EDRM project is available at

Contact Information

  • Press contacts:

    George Socha
    Socha Consulting
    Email Contact

    Tom Gelbmann
    Gelbmann & Associates
    Email Contact