Search methodology Sample Clauses

Search methodology. The parties shall timely confer to attempt to reach agreement 5 on appropriate search terms and queries, file type and date restrictions, data sources (including 6 custodians), and other appropriate computer- or technology-aided methodologies, before any such 7 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 8 search methodology. 9 a. Prior to running searches: 10 i. The producing party shall disclose the data sources (including 11 custodians), search terms and queries, any file type and date restrictions, and any other 12 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable 13 information. The producing party may provide unique hit counts for each search query. 14 ii. The requesting party is entitled to, within 14 days of the producing 15 party’s disclosure, add no more than 10 search terms or queries to those disclosed by the 16 producing party absent a showing of good cause or agreement of the parties. 17 iii. The following provisions apply to search terms / queries of the 18 requesting party. Focused terms and queries should be employed; broad terms or queries, such 19 as product and company names, generally should be avoided. A conjunctive combination of 20 multiple words or phrases (e.g., “computer” and “system”) narrows the search and shall count as 21 a single search term. A disjunctive combination of multiple words or phrases (e.g., “computer” 22 or “system”) broadens the search, and thus each word or phrase shall count as a separate search 23 term unless they are variants of the same word. The producing party may identify each search 24 25 AGREEMENT REGARDING DISCOVERY OF ELECTRONICALLY STORED INFORMATION AND [PROPOSED] ORDER PAGE - 3 26 (Case No. 3:18-CV-05275-RBL) 1 term or query returning overbroad results demonstrating the overbroad results and a counter 2 proposal correcting the overbroad search or query.

Search methodology. Upon reasonable request and if appropriate for the particular case, a party shall also disclose information relating to network design, the types of databases, database dictionaries, the access control list and security access logs and rights of individuals to access the system and specific files and applications, the ESI document retention policy, organizational chart for information systems personnel, or the backup and systems recovery routines, including, but not limited to, tape rotation and destruction/overwrite policy.

Search methodology. The parties shall timely attempt to reach agreement on 4 appropriate search terms, or an appropriate computer- or technology-aided methodology, before 5 any such effort is undertaken. The parties shall continue to cooperate in revising the 6 appropriateness of the search terms or computer- or technology-aided methodology.

Search methodology. The parties shall timely confer to attempt to reach agreement on 19 appropriate search process issues such as terms, queries, predictive coding and AI, file type and date 20 restrictions, data sources (including custodians), and other appropriate computer- or technology- 21 aided methodologies including validation of such processes, before any such effort is undertaken.

Search methodology. The parties shall timely confer to attempt to reach agreement on appropriate search terms and queries, file type and data restrictions, data sources (including custodians), and other appropriate computer- or technology-aided methodologies, before any such effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the search methodology. a. Prior to running searches: i. The producing party shall disclose the data sources (including custodians), search terms and queries, any file type and date restrictions, and any other methodology that it proposes to use to locate ESI likely to contain responsive and discoverable information. The use of search terms will not preclude the use of any methodology or technology- assisted review. The producing party may provide unique hit counts for each search query. ii. After disclosure of custodians, search terms and queries, and methodology, the parties will engage in a meet and confer process regarding additional terms sought by the non-producing party. iii. The following provisions apply to search terms / queries of the requesting party. Focused terms and queries should be employed; broad terms or queries, such as product and company names, generally should be avoided. A conjunctive combination of multiple words or phrases (e.g., “computer” and “system”) narrows the search and shall count as a single search term. A disjunctive combination of multiple words or phrases (e.g., “computer” or “system”) broadens the search, and thus each word or phrase shall count as a separate search term unless they are variants of the same word. The producing party may identify each search term or query returning overbroad results, demonstrating the overbroad results and making a counter proposal correcting the overbroad search or query. The parties will meet and confer in good faith on any such counter proposals.

Search methodology. The parties shall timely confer to attempt to reach agreement 14 on appropriate search terms and queries, file type and date restrictions, data sources (including 15 custodians), and other appropriate computer- or technology-aided methodologies, before any such 16 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 17 search methodology. 18 a. Prior to running searches: 19 i. The producing party shall disclose the data sources (including 20 custodians), search terms and queries, any file type and date restrictions, and any other 21 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable 22 information. The producing party may provide unique hit counts for each search query. 23 ii. After disclosure, the parties will engage in a meet and confer 24 process regarding additional terms sought by the non-producing party. 25 iii. The following provisions apply to search terms / queries of the 26 requesting party. Focused terms and queries should be employed; broad terms or queries, such as 27 product and company names, generally should be avoided. A conjunctive combination of multiple 28 XXXXX XXXXXXX XXXXXXXX & XXXXXXXX LLP 1 words or phrases (e.g., “computer” and “system”) narrows the search and shall count as a single 3 “system”) broadens the search, and thus each word or phrase shall count as a separate search term

Search methodology. [The Court presumes that in the majority of cases, the use 23 of search terms will be reasonably necessary to locate or filter ESI likely to contain 24 discoverable information.] The parties shall timely attempt to reach agreement on appropriate 25 search terms, or an appropriate computer- or technology-aided methodology, before any such 26 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of 1 the search terms or computer- or technology-aided methodology.

Search methodology. The parties shall timely confer to attempt to reach agreement 5 on appropriate search terms and queries, file type and date restrictions, data sources (including 6 custodians), and other appropriate computer- or technology-aided methodologies, before any such 7 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 8 search methodology. 9 a. Prior to running searches: 10 i. The producing party shall disclose the data sources (including 11 custodians), search terms and queries, any file type and date restrictions, and any other 12 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable 13 information. The producing party may provide unique hit counts for each search query. 14 ii. After disclosure, the parties will engage in a meet and confer 15 process regarding additional terms sought by the non-producing party. 16 iii. The following provisions apply to search terms / queries of the 17 requesting party. Focused terms and queries should be employed; broad terms or queries, such 18 as product and company names, generally should be avoided. A conjunctive combination of 19 multiple words or phrases (e.g., “computer” and “system”) narrows the search and shall count as 20 a single search term. A disjunctive combination of multiple words or phrases (e.g., “computer” 21 or “system”) broadens the search, and thus each word or phrase shall count as a separate search 22 term unless they are variants of the same word. The producing party may identify each search 23 24 AGREEMENT REGARDING DISCOVERY OF ELECTRONICALLY STORED INFORMATION AND ORDER - 3 25 (Case No. 2:24-cv-01408-JHC) 1 term or query returning overbroad results demonstrating the overbroad results and a counter 2 proposal correcting the overbroad search or query.

Search methodology. The parties shall timely confer to attempt to reach agreement 9 on appropriate search terms and queries, file type and date restrictions, data sources (including 10 custodians), and other appropriate computer- or technology-aided methodologies, before any such 11 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 12 search methodology. 13 a. Prior to running searches: 14 i. The producing party shall disclose the data sources (including 15 custodians), search terms and queries, any file type and date restrictions, and any other 16 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable

Search methodology. The parties shall timely attempt to reach agreement on 15 appropriate search terms, or an appropriate computer- or technology-aided methodology, before 16 any such effort is undertaken. The parties shall continue to cooperate in revising the 17 appropriateness of the search terms or computer- or technology-aided methodology. 18 In the absence of agreement on appropriate search terms, or an appropriate computer- or 20 a. A producing party shall disclose the search terms or queries, if any, and 21 methodology that it proposes to use to locate ESI likely to contain discoverable information. The 22 parties shall meet and confer to attempt to reach an agreement on the producing party’s search 23 terms and/or other methodology. 24 b. If search terms or queries are used to locate ESI likely to contain 25 discoverable information, a requesting party is entitled to no more than 5 additional terms or 26 1 queries to be used in connection with further electronic searches absent a showing of good cause 2 or agreement of the parties. The 5 additional terms or queries, if any, must be provided by the 3 requesting party within 14 days of receipt of the producing party’s production. 4 c. Focused terms and queries should be employed; broad terms or queries, 5 such as product and company names, generally should be avoided. Absent a showing of good 6 cause, each search term or query returning more than 250 megabytes of data is presumed to be 7 overbroad, excluding Microsoft PowerPoint files, image and audio files, and similarly large file 8 types. 9 d. The producing party shall search both non-custodial data sources and ESI 10 maintained by the custodians identified above. 11 e. The parties reserve their rights to identify responsive documents through 12 methods other than search terms, to include informed custodial self-identification. “Informed 13 custodial self-identification” means a process by which a document custodian, in consultation with 14 legal counsel, identifies folders, drives, or repositories of documents and/or ESI that are likely to 15 contain materials that are responsive to the Receiving Party’s discovery requests.