EDRM Metrics Glossary

The EDRM Metrics Glossary contains definitions for terms used in connection with the updated EDRM Metrics Model published in June 2013.


A common element within each e-discovery Phase which refers to measurable tasks and actions working directly with the ESI.

Analysis Phase

  • Evaluating ESI for content and context, including key patterns, topics, people and discussion. 1
  • Corresponds to UTBMS Code L660. Activities and actions required by litigation teams to be able to make informed decisions about strategy and scope through reliable methods based on verified data.


The major elements common to each e-discovery Phase around which identifiable metrics activity aggregates: Custodians, Systems, Media, Status, Format, QA & Control, and Activities.

Collection Phase

  • Gathering ESI for further use in the e-discovery process (from EDRM Stages web page). 1
  • Corresponds to UTBMS Code L620-L629. Collection/Recovery, Media Costs, Media/ESI Transfer, Receipt, Inventory, Quality Assurance and Control.


Cost refers to the measurable dollars associated with each identifiable task, activity or action. Cost is also a variable element of Time and Volume. Cost may also include discrete elements that may be independent of Time or Volume.


A common element within each e-discovery Phase which refers to the individual(s) responsible for data types or repositories for a given entity. Individuals in possession of data that is potentially relevant to a case.

Early Case Assessment

  • An industry-specific term generally used to describe a variety of tools or methods for investigating and quickly learning about a Document Collection for the purposes of estimating the risk(s) and cost(s) of pursuing a particular legal course of action. 1
  • A widely abused term in which corporate data is sifted and categorized with a view to determining an organisation’s exposure in the context of a dispute. The best ECA systems allow the sifting to take place within a corporation’s own data store and can be used to drill down rapidly to identify the most pertinent evidentiary material and to facilitate decisions whether to litigate or settle. 2


EDRM is an organization that creates practical resources to improve e-discovery and information governance. Since 2005 the e-discovery community has relied on EDRM for leadership, standards, best practices, tools, guides and test data sets to improve electronic discovery and information governance. Member individuals, law firms, corporations and government organizations actively contribute to the direction of EDRM.

EDRM Diagram

The EDRM diagram is conceptual, non-linear, iterative model of the e-discovery process.

It represents a conceptual view of the e-discovery process, not a literal, linear or waterfall model. One may engage in some but not all of the steps outlined in the diagram, or one may elect to carry out the steps in a different order than shown here.

The diagram also portrays an iterative process. One might repeat the same step numerous times, honing in on a more precise set of results. One might also cycle back to earlier steps, refining one’s approach as a better understanding of the data emerges or as the nature of the matter changes. 1

EDRM Framework Guides

The EDRM framework guides are a series of practical guides developed for each stage of the e-discovery process as depicted in the EDRM framework.


  • Kevin Clark (co-lead)
  • Dera Nevin (co-lead)
  • Erin Corken
  • Eric Derk
  • David Haines
  • Matthew Knouff
  • Carla Pagan
  • David Robertson
  • Bob Rohlf
  • Jim Taylor
  • Vicki Towne
  • Sonia Waiters