Matthew Verga, XDD: Identification and Preservation Fundamentals Series Part 6

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Common Pitfalls and Key Takeaways, Identification and Preservation Fundamentals Series Part 6

A multi-part series on the fundamentals eDiscovery practitioners need to know about the identification and preservation of potentially-relevant ESI

by Matthew Verga, JD, Xact Data Discovery

In “In the Beginning,” we reviewed the importance of effective identification and preservation as well as the triggers for doing so.  In “Legal and Technological Scope,” we reviewed the scope of what must be identified and preserved.  In “Imagining the Possibilities,” we reviewed the first steps for identification.  In “Investigating the Realities,” we reviewed the investigative aspects of identification.  In “The Role of Legal Holds,” we reviewed the role of legal holds in preservation.  In this final Part, we discuss common pitfalls and key takeaways.

We have now reviewed how important identification and preservation are, how broad their scope might be, how to go about brainstorming and investigating to identify what needs to be preserved, and how to issue and monitor compliance with legal holds.  What remains is to think about common preservation pitfalls, about situations in which immediate collection is called for, and about our key takeaways from this series.

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