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E-Discovery Toolkit for Educational Institutions

August 2014

Why Read This

The e-discovery process — the search of electronic records for use as legal evidence — can cost educational institutions thousands of dollars and hours. The proliferation of electronic communication means that your institution needs to be prepared when e-discovery becomes part of a lawsuit. This toolkit, developed by United Educators and Huron Legal, an e-discovery consulting firm, is designed to guide member institutions through the e-discovery process.

The kit includes:

Guide to Preserving Data for E-Discovery. This guide provides a roadmap for:

  • Deciding when electronic document preservation is necessary
  • Determining the scope of preservation
  • Implementing the preservation processes
  • Defining ongoing responsibilities during litigation

Sample Preservation Directive. This template for institutions needing to issue a preservation directive can be tailored to fit an institution’s structure and the nature of the triggering event.

Script and Checklist for Data Custodian Interviews. This sample script and checklist provides guidance for information technology and legal professionals who interview data custodians to locate records within the scope of a preservation directive.

Sample Data Collection Tracking Charts. These tracking charts document the “chain of custody” and ensure data is not lost in the review process.

Click here to download the PDF

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