Publications

eDiscovery

The Sedona Conference Primer on Social Media, Second Edition
February 2019
The Sedona Conference Commentary on Legal Holds, Second Edition: The Trigger & The Process, Public Comment Version
December 2018
The Sedona Conference Commentary on Information Governance, Second Edition, Public Comment Version
October 2018
The Sedona Conference Principles and Commentary on Defensible Disposition, Public Comment Version
August 2018
The Sedona Conference Primer on Social Media, Second Edition, Public Comment Version
July 2018
The Sedona Conference Commentary on BYOD: Principles and Guidance for Developing Policies and Meeting Discovery Obligations
May 2018
The Sedona Conference Federal Rule of Civil Procedure 34(b)(2) Primer: Practice Pointers for Responding to Discovery Requests
March 2018
The Sedona Conference Commentary on BYOD: Principles and Guidance for Developing Policies and Meeting Discovery Obligations, Public Comment Version
January 2018
The Sedona Principles, Third Edition
October 2017
The Sedona Principles, Third Edition Cover Letter
October 2017
The Sedona Conference Federal Rule of Civil Procedure 34 Primer, Public Comment Version
September 2017
The Sedona Conference Commentary on Proportionality in Electronic Discovery
May 2017
The Sedona Conference Guidance for the Selection of Electronic Discovery Providers
April 2017
The Sedona Principles, Third Edition, Public Comment Version
March 2017
The Sedona Conference TAR Case Law Primer
January 2017
The Sedona Conference Commentary on Proportionality in Electronic Discovery, Public Comment Version
November 2016
The Sedona Conference Commentary on Defense of Process, Public Comment Version
September 2016
The Sedona Conference TAR Case Law Primer, Public Comment Version
August 2016
The Sedona Conference Commentary on Rule 34 and Rule 45 “Possession, Custody, or Control”
August 2016
The Sedona Conference "Jumpstart Outline" by Tadler et al
March 2016
The Sedona Conference Commentary on the Protection of Privileged ESI
December 2015
The Sedona Conference Commentary on Privacy and Information Security
November 2015
The "Burdens" of Applying Proportionality by Hon. Craig B. Shaffer
October 2015
The 2015 Civil Rules Package as Transmitted to Congress by Thomas Y. Allman
October 2015
The Sedona Conference Commentary on Privacy and Information Security, Public Comment Version
July 2015
The Sedona Conference Commentary on Rule 34 and Rule 45 “Possession, Custody, or Control,” Public Comment Version
April 2015
The Sedona Conference Cooperation Proclamation: Resources for the Judiciary
December 2014
The Sedona Conference Commentary on the Protection of Privileged ESI, Public Comment Version
November 2014
The Sedona Conference Commentary on Information Governance
October 2014
The Sedona Conference Database Principles
September 2014
The Sedona Conference Glossary: E-Discovery & Digital Information Management, Fourth Edition
April 2014
The Sedona Conference Best Practices Commentary on the Use of Search and Information Retrieval Methods in E-Discovery
December 2013
The Sedona Conference Commentary on Achieving Quality in the E-Discovery Process
December 2013
The Sedona Conference Commentary on Ethics & Metadata
August 2013
The Sedona Conference Commentary on Proportionality in Electronic Discovery
January 2013
The Sedona Conference Primer on Social Media
October 2012
The Sedona Conference Commentary on Ethics & Metadata, Public Comment Version
March 2012
The Sedona Conference Cooperation Proclamation: Resources for the Judiciary
November 2011
The Sedona Conference Database Principles, Public Comment Version
March 2011
The Sedona Conference "Jumpstart Outline"
March 2011
The Sedona Conference Cooperation Guidance for Litigators & In-House Counsel
March 2011
The Sedona Conference Glossary: E-Discovery & Digital Information Management, Third Edition
September 2010
The Sedona Conference Commentary on Legal Holds: The Trigger & The Process
August 2010
The Sedona Conference Commentary on Proportionality in Electronic Discovery
August 2010
The Sedona Conference Commentary on Inactive Information Sources
July 2009
The Sedona Conference Commentary on Achieving Quality in the E-Discovery Process
May 2009
The Sedona Conference Commentary on Preservation, Management and Identification of Sources of Information that are Not Reasonably Accessible
August 2008
The Sedona Conference Cooperation Proclamation
July 2008
The Sedona Conference "Jumpstart Outline"
May 2008
The Sedona Conference Commentary on Non-Party Production & Rule 45 Subpoenas
April 2008
The Sedona Conference Commentary on ESI Evidence & Admissibility
March 2008
The Sedona Conference Glossary: E-Discovery & Digital Information Management, Second Edition
December 2007
The Sedona Guidelines: Best Practice Guidelines & Commentary for Managing Information & Records in the Electronic Age
November 2007
The Sedona Conference Best Practices Commentary on the Use of Search and Information Retrieval Methods in E-Discovery, Public Comment Version
August 2007
The Sedona Principles after the Federal Amendments
August 2007
The Sedona Conference Commentary on Legal Holds, Public Comment Version
August 2007
The Sedona Conference Commentary on Email Management
August 2007
The Sedona Principles, Second Edition
June 2007
Navigating the Vendor Proposal Process: Best Practices for the Selection of Electronic Discovery Vendors
June 2007
Overview of Changes in the 2005 Version of The Sedona Guidelines on the Management of Electronic Information
September 2005
The Sedona Guidelines: Best Practice Guidelines & Commentary for Managing Information & Records in the Electronic Age
September 2005
Navigating the Vendor Proposal Process: Best Practices for the Selection of Electronic Discovery Vendors
July 2005
The Sedona Principles 2005
July 2005
The Sedona Conference Glossary: E-Discovery & Digital Information Management
May 2005
Overview of Changes to The Sedona Principles in 2004
January 2005
The Sedona Guidelines: Best Practice Guidelines & Commentary for Managing Information & Records in the Electronic Age, Public Comment Version
September 2004
The Sedona Principles 2004
January 2004
The Sedona Principles: Best Practices Recommendations & Principles for Addressing Electronic Document Production, Public Comment Version
March 2003

International

The Sedona Conference International Investigations Principles
May 2018
The Sedona Conference International Investigations Principles, Public Comment Version
May 2017
The Sedona Conference International Litigation Principles on Discovery, Disclosure & Data Protection in Civil Litigation (Transitional Edition)
January 2017
The Sedona Conference Practical In-House Approaches for Cross-Border Discovery and Data Protection
June 2016
The Sedona Canada Principles Addressing Electronic Discovery: Second Edition
November 2015
The Sedona Conference Practical In-House Approaches for Cross-Border Discovery and Data Protection, Public Comment Version
September 2015
The Sedona Canada Principles Addressing Electronic Discovery: Second Edition, Public Comment Version
February 2015
The Sedona Conference International Principles on Discovery, Disclosure & Data Protection
December 2011
The Sedona Canada Commentary on Enforcing Letters Rogatory Issued By an American Court in Canada: Best Practices & Key Points to Consider
June 2011
The Sedona Canada Commentary on Practical Approaches for Cost Containment
April 2011
The Sedona Canada Commentary on Proportionality in Electronic Disclosure and Discovery
October 2010
Comment of The Sedona Conference Working Group 6 to Article 29 Data Protection Working Party Working Document 1/2009 ("WP 158")
October 2009
The Sedona Conference International Overview of Discovery Data Privacy and Disclosure Requirements
September 2009
The Sedona Conference Framework for Analysis of Cross-Border Discovery Conflicts: A Practical Guide to Navigating the Competing Currents of International Data Privacy & e-Discovery
August 2008
Les Principes De Sedona Canada: L'administration de la preuve électronique
January 2008
The Sedona Canada Principles Addressing Electronic Discovery
January 2008
Sedona Canada: La Production des Documents Electroniques (Mai 2007 Version Publique Pour Commentaires)
May 2007
The Sedona Canada Principles Addressing Electronic Discovery, Public Comment Version
February 2007

Other

Intellectual Property

The Sedona Conference Framework for Analysis of Standard-Essential Patent (SEP) and Fair, Reasonable, and Non-Discriminatory (Frand) Licensing and Royalty Issues (Stage One), Public Comment Version
February 2018
The Sedona Conference Commentary on Patent Litigation Best Practices: ITC Section 337 Investigations Chapter, Public Comment Version
February 2018
The Sedona Conference Commentary on Patent Litigation Best Practices: Pleading Standards Under Iqbal-Twombly Chapter
October 2017
The Sedona Conference Commentary on Patent Litigation Best Practices: Parallel USPTO Proceedings Chapter ("Stage Two")
July 2017
The Sedona Conference Commentary on Case Management of Patent Damages and Remedies Issues: Proposed Model Local Rule for Damages Contentions
June 2017
The Sedona Conference Commentary on Case Management of Patent Damages and Remedies Issues: Section on Patent Damages Hearings, Public Comment Version
May 2017
The Sedona Conference Commentary on Patent Litigation Best Practices: Patent Mediation Chapter
April 2017
The Sedona Conference Commentary on Patent Reasonable Royalty Determinations
December 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Parallel USPTO Proceedings Chapter ("Stage One")
October 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Section on Exceptional Case Determinations, Public Comment Version
October 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Chapter on Section 101 Motions on Patentable Subject Matter, Public Comment Version
September 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Heightened Pleading Standards Chapter, Public Comment Version
May 2016
The Sedona Conference Commentary on Case Management of Patent Damages and Remedies Issues: Proposed Model Local Rule for Damages Contentions, Public Comment Version
April 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Patent Mediation Chapter, Public Comment Version
April 2016
The Sedona Conference Commentary on Patent Litigation Best Practices: Use of Experts Chapter
December 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Discovery Chapter
December 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Case Management Issues from the Judicial Perspective Chapter
December 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Summary Judgment Chapter
October 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Introductory Chapter
July 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Case Management Issues from the Judicial Perspective Chapter, Public Comment Version
February 2015
The Sedona Conference Commentary on Patent Litigation Best Practices: Parallel USPTO Proceedings Chapter, Public Comment Version
October 2014
The Sedona Conference Commentary on Patent Litigation Best Practices: Discovery Chapter, Public Comment Version
October 2014
The Sedona Conference Commentary on Patent Litigation Best Practices: Use of Experts Chapter, Public Comment Version
October 2014
The Sedona Conference Commentary on Patent Litigation Best Practices: Introductory Chapter, Public Comment Version
August 2014
The Sedona Conference Commentary on Patent Litigation Best Practices: Summary Judgment Chapter, Public Comment Version
August 2014
The Sedona Conference Commentary on Patent Damages and Remedies, Public Comment Version
June 2014
The Sedona Conference Commentary on Finding the Hidden ROI in Information Assets
February 2011
The Sedona Conference Commentary on the Intersection of Patent & Antitrust Laws
December 2010
The Sedona Conference Report on the Markman Process
November 2010
The Sedona Conference Introduction to the IP-Antitrust Interface
August 2007
The Sedona Conference Report on the Markman Process, Public Comment Version
June 2006

Antitrust

Complex Litigation