Welcome to Module 1-B .

Introduction to The Sedona Conference

There are several not-for-profit education groups for e-discovery, but the most important today is still The Sedona Conference. Richard Braman, shown right, was the hip founder and leader of The Sedona Conference, until his untimely death in 2014. Most experts agree that this think-tank of lawyers, judges, academics, and vendors that Richard founded is one of the most important and influential group associated with e-discovery today.

In the video below the late, great Richard Braman explained why he started The Sedona Conference and what its all about. (Note be sure your volume is high and includes the left channel.)


Ever wonder what would happen if Star Trek was in the enterprise of e-discovery? Well, wonder nor more. In this first episode of Star Trek Meets e-Discovery we see what happens when The Sedona Conference takes over  Starfleet Command and orders Captain Kirk into the Neutral Zone. This is a teaching lesson on one of the most important initiatives of The Sedona Conference, to explain and promote the doctrine of Cooperation and Rule 1, Federal Rules of Civil Procedure. There will be many more lessons in this course on this all important issue. Everyone in e-discovery needs to learn how to strategically cooperate with opposing counsel to the benefit of their client. Hey, If Captain Kirk can learn to cooperate, anybody can.


Here is another animation in the Star Trek series where the Captain learns about Principles One and Eleven of the Sedona Principles. It is a follow-up to episode five (found in the Intro Statement) where he was ordered to the Planet Sedona for retraining on Principle Two, the Proportionality Principle. In this Episode Six Kirk is ordered to take a test on the Sedona Principles. Spock tries to helps him to understand the first and eleventh principles. Based on Kirk’s final remarks, Spock advises his Captain to study some more. That is good advice because the Principles are probably the most often cited of all e-discovery publications and are key to understanding e-discovery.



SUPPLEMENTAL READING AND EXERCISE. Go to the Sedona website at www.TheSedonaConference.org and bookmark it because you will return to it often in this course. A list of the materials available for free download can be  found on the publication page for Working Group One on Electronic Document Retention and Production. Look around the website and familiarize yourself with its contents and the many Sedona publications you will find there.  In another class we will examine the key document of the Sedona Conference, the collection of best practices embodied in the fourteen Sedona Principles.

Exercises: Find another publication of the Sedona Conference and read it. What were some of the most puzzling things you ran across in the article? Consider whether the subject you picked is an area that you might want to specialize in, or at least learn more about.

Students are invited to leave a public comment below. Insights that might help other students are especially welcome. Let’s collaborate!

Copyright Ralph Losey 2015

Ralph Losey is a practicing attorney who specializes in electronic discovery law. He is a principal in a U.S. law firm with over 50 offices & 800 lawyers where he supervises electronic discovery work and litigation support. Ralph has written over two million words on law and technology, including six books on electronic discovery. His latest books are "E-Discovery for Everyone" (ABA 2017) and "Perspectives on Predictive Coding" (ABA 2017) (ed. & contributor). His blog is widely read in the industry: "e-DiscoveryTeam.com." Ralph is the founder and principal author of "Electronic Discovery Best Practices" and "e-Discovery Team Training," a free online course covering all aspects of e-discovery. Ralph's sub-speciality is the search and review of electronic evidence using multimodal methods, including artificial intelligence. He also has a free online training program to teach these advanced methods - the "TAR Course." Ralph has devoted a month of his time each year since 2013 to research and test various AI-enhanced document review methods. In 2015 and 2016 Ralph and his Team participated in the TREC Total Recall Track experiments sponsored by the National Institute of Standards and Technology. Ralph has been involved with computers and the law since 1978. His full biography is found at RalphLosey.com. Ralph is the proud father of two children, Eva M. Losey and Adam Colby Losey, a high-tech lawyer married to another e-discovery lawyer, Cat Jackson Losey, and, best of all, Ralph has been married since 1973 to Molly Friedman Losey, a mental health counselor and life-long friend.

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