Court Finds Costs Related to Database “Used as Means of Document Production” are Taxable but Reverses Award in Light of Cost Sharing Agreement : Electronic Discovery Law | K & L Gates

In re Ricoh Co., Ltd. Patent Litig., No. 2011-1199, 2011 WL 5928689 (Fed. Cir. Nov. 23, 2011)

In this case, Ricoh sought review of the district court’s award of costs to Synopsys related to the parties’ use of Stratify (“a third-party electronic database service”) for the production of email.  The appellate court concluded that the district court did not err in determining that costs related to the database could be recovered pursuant to 28 U.S.C. § 1920(4), but reversed the lower court’s award in light of the parties’ agreement to split the costs.

In the course of the underlying litigation, the parties were initially unable to agree on the form of production.  Eventually, Ricoh suggested using Stratify, “a third party electronic database service,” and that the costs be divided between the parties.  Synopsys agreed.  After the case was resolved in favor of Synopsys, the district court awarded costs, pursuant to 28 U.S.C. § 1920, including costs related to Stratify.  On appeal, Ricoh argued that the district court erred in awarding such costs.

via Court Finds Costs Related to Database “Used as Means of Document Production” are Taxable but Reverses Award in Light of Cost Sharing Agreement : Electronic Discovery Law.

Document Preservation: Spoliation and the “Ultimate Sanction” : E-Discovery Law Review

The proper preservation of electronic data for discovery has become an increasing source of contention between parties. Two recent cases illustrate the importance of mindfully preserving electronic data during discovery.

In Gentex Corp. v. Sutter, No. 3:07-CV-1269, 2011 U.S. Dist. LEXIS 122831 (M.D. Pa. Oct. 24, 2011), the district court granted default judgment to the plaintiffs in a spoliation action. Gentex Corporation sued two of its former employees, Brad Sutter and Patrick Walko, for violating non-disclosure agreements. Gentex claimed that Sutter and Walko copied proprietary files when they left the company and shared them with a rival company, Armor.

In response to the suit, Armor implemented a litigation hold and instructed employees to preserve “all paper documents and electronically stored information concerning the Company’s relationship with Brad Sutter and his work while at the Company.” Armor also obtained a consulting firm to help preserve documents relevant to the litigation.

Sutter, however, began destroying evidence despite knowledge of the litigation hold. Sutter scrubbed his computer, explaining that he did so “because he was scared because Gentex had sued him.” Sutter destroyed all CD-ROMs containing Gentex information that he possessed and purposely destroyed a thumb drive after his deposition. Sutter also deleted numerous email messages when he was printing them for production to Gentex.

Similarly, Walko knowingly deleted documents relating to Gentex files on his computer. Walko claimed that various supervisors, including Sutter, instructed him, “Do what you have to do to clean up. If you need to clean up, clean up.”

via Document Preservation: Spoliation and the “Ultimate Sanction” : E-Discovery Law Review.

E-Discovery: Getting Value for Document Review Dollars | Inside Counsel

There has been a lot buzz about new technologies that can do document review with little to no human involvement. Some believe that technology-only reviews are better and faster than attorney-only reviews. But, if done correctly, attorney-led reviews can both streamline the review and teach the legal team the case in real-time in ways that technology alone just can’t.

While it is true that “traditional” attorney-only reviews can be overly expensive and not always accurate, new technologies that promise to lower costs also have problems of their own. Legal standards for defending the results produced by these predictive coding tools have not yet been developed. And no one is sure what level of outside testimony will be needed to prove the reliability of productions from tool-only reviews.

Attorney-led e-discovery practices can cut costs and increase efficiencies by side-stepping these problems. Knowledgeable e-discovery practitioners deliver document review value by taking the best practices of “eyes on” attorney review and then using available tools to enhance the process. This type of review is very specialized and some firms have created their own in-house document review centers to make sure that clients get the maximum value for their document review dollars. Specific document review savings strategies used by this approach include:

Targeted data collections

“Right job” e-discovery tool matching

Leveraging law firm e-discovery investments

Creating case-specific “eyes on” review rules

Established quality control processes

via E-Discovery: Getting Value for Document Review Dollars.

Microsoft Add Real-Time Collaboration to Office Web Application

Microsoft Adds Real-Time Collaboration

Last year, Microsoft introduced Office Web Apps in a response to competition from browser-based productivity tools such as the popular Google Docs. Although the initial release allowed collaboration for Excel and OneNote, it did not support simultaneous editing of Microsoft Word or PowerPoint files — two of the most popular applications in the suite. Prior to the most recent enhancement, users who wanted real-time document collaborative document editing, like what has long been available in Google Docs, had to purchase the more feature-rich desktop version of the software.

According to Microsoft, the company designed the collaboration feature based on feedback from user community and observation of usage of the software. The new collaboration features does not require additional plug-ins or software. The new feature allows user to have a real-time view of which other users are making changes and where those changes are occurring.

Handling Simultaneous Editing

Those familiar with file sharing may be wondering how simultaneous editing is supported without creating a mess of overlapping changes. Microsoft has designed the software to lock the files by section as soon as a user begins typing, ensuring no changes are occurring to the same section, but allowing editing on other portions of the document. Once the document is locked, users connected  to the file are notified and the changes are published as soon as the file is saved and the lock is released and the contributor’s document is updated with others’ changes. If the user does not save, the changes are discarded and never shared.

Micrososft provides a number of visual indicators to inform users that changes have been introduced to a document that is being edited, such as the status bar is updated with a refresh message.

via Microsoft Add Real-Time Collaboration to Office Web Application.

Where’s That Darn File? Why Document Management Matters

If you’re in business, you create documents.

Whether they’re legal records, product plans, strategy memos, or even just records of meetings or casual brainstorming sessions, those documents have value to somebody somewhere in your organization.

But without a document management system in place, that value can easily be lost — especially as companies grow.

An often-quoted 2008 IDC study estimates that an enterprise with 1,000 workers wastes between $2.5 and $3.5 million a year searching for — and failing to find — important documents.

Document management systems help organize how documents are created and what happens to them — who gets to view and edit them, who has to approve them, and where and how long they’re stored.

The old guard includes software from big enterprise vendors, like IBM, Documentum (an early pioneer bought by EMC in 2003), Xerox, and Microsoft’s SharePoint Server (which also provides a lot of other functions, like enterprise search and collaboration). These solutions face challenges from specialized companies like Iron Mountain and Hyland, open source competitors like Alfresco, upstarts from the printing industry like Xerox and Ricoh, and hosted solutions like KnowledgeTree.

via Where’s That Darn File? Why Document Management Matters.

Will OpenOffice Survive After Oracle Offers It to Community?

In retrospect, Oracle’s (news, site) announcement on Friday that it is finally throwing in the towel on OpenOffice.org (OOo) seemed inevitable, but when the original fork happened and the Document Foundation’s LibreOffice project was set up last October, just about anything was in the cards.

Even now, there are still a number of questions, the answers to which will only become clear in time, and which stem from the announcement from Oracle itself.

That Oracle has been a bit vague about its intentions is not really surprising, but this goes beyond vague and really poses the question as to whether OpenOffice is going to disappear, mutate into another project or join with LibreOffice, thus closing the fork — as many of those in LibreOffice’s community, the Document Foundation (TDF), would like to see.

On Friday, Oracle, issued a statement that contained the following:

Oracle Corporation today is announcing its intention to move OpenOffice.org to a purely community-based open source project and to no longer offer a commercial version of Open Office.

… we believe the OpenOffice.org project would be best managed by an organization focused on serving that broad constituency on a non-commercial basis…We intend to begin working immediately with community members to further the continued success of Open Office….”

The problem is that Oracle hasn’t identified what community it will release it to, or where it expects OOo to go. It hasn’t even said whether Oracle will still hold the trademark for OOo, or release it.

via Will OpenOffice Survive After Oracle Offers It to Community?.

Document Mgt Roll-up: Google Docs Editing in 45 Languages, SP Gets Outlook Integrator

Google Docs Mobile Editing

This week from Google, we have the news that it is offering users the ability to edit Google Docs in 45 languages from their mobile phone.

This is the latest upgrade to Google Docs, which is constantly adding to its long list of capabilities and taking what is effectively a document and editing tool — albeit a very effective one — and bringing it a step closer to offering the capabilities now available with many office suites.

You may recall that the mobile editing functionality was unveiled in November and offers Android and iPad/Phone users document editing capabilities, as long as they had the device running.

To start editing, users visit the document on their mobile browser and start editing then and there. The difference, this time, is that you can do it in one of 45 global languages, extending not only the market for Google Docs, but giving more credence to Google’s claims that its Docs can be accessed and used anywhere.

For now, you can edit documents on Google Docs via mobile devices, but you can’t create new files. Check out the blog.

via Document Mgt Roll-up: Google Docs Editing in 45 Languages, SP Gets Outlook Integrator.