[{"id":"1","name":"Federal Rule of Evidence 502"},{"id":"53","name":"Conducting Legal Holds"},{"id":"55","name":"Building an eDiscovery Practice & Team"},{"id":"58","name":"Early Data Analysis & Data Reduction Strategies"},{"id":"59","name":"Litigation Data Management & Policies"},{"id":"62","name":"Preservation Obligations & Formats"},{"id":"63","name":"Privilege"},{"id":"67","name":"Budgeting & Project Management"},{"id":"68","name":"Collection of Electronically Stored Information"},{"id":"69","name":"Evidence & Authentication"},{"id":"70","name":"Measuring Results: Surpassing Legal Compliance"},{"id":"71","name":"Introduction to the Federal Rules"},{"id":"72","name":"Search & Review of Electronically Stored Information"},{"id":"73","name":"Using Experts: Rule 30(b)(6) & Testimony"},{"id":"74","name":"An Introduction to the EDI Distance Learning Initiative"},{"id":"75","name":"Records & Information Management in an Organization"},{"id":"76","name":"Introduction to Information Technology: Collaboration & Workspaces"},{"id":"78","name":"Data Remediation"},{"id":"79","name":"Introduction to Information Technology"},{"id":"80","name":"eDiscovery Challenges in Specific Practice Areas: Product Liability Litigation"},{"id":"81","name":"eDiscovery Challenges in Specific Practice Areas: Employment"},{"id":"83","name":"eDiscovery Boot Camp: Challenges to In-House Teams"},{"id":"84","name":"Data Processing & Management"},{"id":"85","name":"Production Obligations & Formats"},{"id":"86","name":"Rule 37(e) & Sanctions"},{"id":"87","name":"The Supply Chain of Custody: Project & Process Management in the eDiscovery Workflow"},{"id":"88","name":"eDiscovery Challenges in Specific Practice Areas: Requesting Parties"},{"id":"89","name":"eDiscovery Challenges in Specific Practice Areas: Antitrust"},{"id":"90","name":"Expectations of the Court: Rule 16 & 26(f) Conferences"},{"id":"91","name":"Introduction to Information Technology: Communications"},{"id":"92","name":"Data Privacy"},{"id":"93","name":"Information Security 101"},{"id":"94","name":"International eDiscovery"},{"id":"95","name":"Third Party Obligations & Procedures"},{"id":"96","name":"The Document Review Process"},{"id":"97","name":"26(f) Conferences and Meet & Confers"},{"id":"98","name":"The EDI Diversity Initiative"},{"id":"99","name":"eDiscovery Challenges in Specific Practice Areas: Government Investigations"},{"id":"100","name":"Write Right"},{"id":"101","name":"Why eDiscovery?"}]

Preservation Obligations & Formats

40 mins

This course examines preservation obligations and procedures; including various aspects of the duty to preserve, legal hold notices, preservation formats, relevant case law and how to avoid sanctions.

Class Outline:

Preservation Obligations & Formats 40 mins
- The Faculty
- The Duty to Preserve
- Preservation Triggers
- Proportionality
- Legal Hold Notice
- Legal Hold Procedures
- Legal Holds & Technology
- Preservation Formats
- Format Rules
- Sanctions

Class Readings:

Ameriwood Indus., Inc. v. Liberman.pdf
Anti-Monopoly, Inc. v. Hasbro, Inc..PDF
Zubulake v. UBS Warburg LLC.PDF
GTFM Inc. v. Wal-Mart Stores Inc..PDF
Morris v. Union Pac. R.R. Co..PDF
Williams v. Sprint-United Mgmt. Co..pdf
Preservation Obligations & Procedures.pdf

Course Comments

Eric Allen | 09/03/2021

Course is out of date. It references new rules that should have been enacted in 2015.

Matthew Shumway | 03/05/2020

The only negative comment I can make about this lesson is the volume of the speakers. I had to constantly play with sound settings but otherwise, a great presentation about preservation.

Catherine Hendricks | 07/28/2017

Good start. Thank you.

Christine Hawkins | 06/21/2017

Thank you! Helpful.

Judy St. John | 05/17/2017

The information is great, but the volume fluctuations and jerky transitions to the speakers is a bit distracting. Also, you might want to consider a lighter background since the speakers wear darker clothes they almost look like floating heads. Video quality aside, the information is really good.

Stephen Weeks | 05/17/2017

please keep the volume more consistent between speakers and between courses.

Lakeith Whitley | 03/17/2017

Very good information on the importance of preserving tape backup.

Barath Rajagopalan Jayaraman | 04/25/2016

This course gives a very detailed orientation to legal Hold and its obligations.

Monekia Franklin | 04/13/2016

I enjoyed the practical tips provided in this presentation. If possible, it would be helpful to provide a short clip at the end that summarizes how preservation obligations are affected by the amendments to the FRCP.

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.