Common use of Search methodology Clause in Contracts

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 ▇▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇ & ▇▇▇▇▇▇▇▇ 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 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 AGREEMENT REGARDING DISCOVERY OF ESI ▇▇▇▇▇▇▇ Coie LLP 1 product and company names, generally should be avoided. A conjunctive combination of multiple 28 ▇▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇ & ▇▇▇▇▇▇▇▇ LLP 1 2 words or phrases (e.g., “computer” and “system”) narrows the search and shall count as a single 3 4 “system”) broadens the search, and thus each word or phrase shall count as a separate search term

Search methodology. The parties shall timely confer to attempt to reach 24 agreement 14 on appropriate search terms and queries, file type and date restrictions, data sources 25 (including 15 custodians), and other appropriate computer- or technology-aided methodologies, 26 before any such 16 effort is undertaken. The parties shall continue to cooperate in revising the 1 appropriateness of the 17 search methodology. 18 2 a. Prior to running searches: 19 3 i. The producing party shall disclose the data sources (including 20 4 custodians), search terms and queries, any file type and date restrictions, and any other 21 5 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable 22 6 information. The producing party may provide unique hit counts for each search query. 23 7 ii. After disclosure, the parties will engage in a meet and confer 24 8 process regarding additional terms sought by the non-producing party. 25 9 iii. The following provisions apply to search terms / queries of the 26 10 requesting party. Focused terms and queries should be employed; broad terms or queries, such 11 as 27 product and company names, generally should be avoided. A conjunctive combination of 12 multiple 28 ▇▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇ & ▇▇▇▇▇▇▇▇ LLP 1 words or phrases (e.g., “computer” and “system”) narrows the search and shall count as 13 a single 3 search term. A disjunctive combination of multiple words or phrases (e.g., “computer” 14 or “system”) broadens the search, and thus each word or phrase shall count as a separate search term15 term unless they are variants of the same word. The producing party may identify each search 16 term or query returning overbroad results demonstrating the overbroad results and a counter 17 proposal correcting the overbroad search or query.

Search methodology. The parties shall timely confer to attempt to reach agreement 14 5 on appropriate search terms and queries, file type and date restrictions, data sources (including 15 6 custodians), and other appropriate computer- or technology-aided methodologies, before any such 16 7 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 17 8 search methodology. 18 9 a. Prior to running searches: 19 10 i. The producing party shall disclose the data sources (including 20 11 custodians), search terms and queries, any file type and date restrictions, and any other 21 12 methodology that it proposes to use to locate ESI likely to contain responsive and discoverable 22 13 information. The producing party may provide unique hit counts for each search query. 23 14 ii. After disclosure, the parties will engage in a meet and confer 24 15 process regarding additional terms sought by the non-producing party. 25 16 iii. The following provisions apply to search terms / queries of the 26 17 requesting party. Focused terms and queries should be employed; broad terms or queries, such 18 as 27 product and company names, generally should be avoided. A conjunctive combination of 19 multiple 28 ▇▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇ & ▇▇▇▇▇▇▇▇ LLP 1 words or phrases (e.g., “computer” and “system”) narrows the search and shall count as 20 a single 3 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 term22 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 14 6 on appropriate search terms and queries, file type and date restrictions, data sources (including 15 7 custodians), and other appropriate computer- or technology-aided methodologies, before any such 16 8 effort is undertaken. The parties shall continue to cooperate in revising the appropriateness of the 17 9 search methodology. 18 10 a. Prior to running searches: 19 11 i. The producing party shall disclose the data sources (including 20 12 custodians), search terms and queries, any file type and date restrictions, and any other 21 methodology 13 that it proposes to use to locate ESI likely to contain responsive and discoverable 22 information. The 14 producing party may provide unique hit counts for each search query. 23 15 ii. After disclosure, the parties will engage in a meet and confer 24 process 16 regarding additional terms sought by the non-producing party. 25 17 iii. The following provisions apply to search terms / queries of the 26 18 requesting party. Focused terms and queries should be employed; broad terms or queries, such as 27 19 product and company names, generally should be avoided. A conjunctive combination of multiple 28 ▇▇▇▇▇ ▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇ & ▇▇▇▇▇▇▇▇ LLP 1 20 words or phrases (e.g., “computer” and “system”) narrows the search and shall count as a single 3 21 search term. A disjunctive combination of multiple words or phrases (e.g., “computer” or “system”) 22 broadens the search, and thus each word or phrase shall count as a separate search termterm unless they 23 are variants of the same word. The producing party may identify each search term or query 24 returning overbroad results demonstrating the overbroad results and a counter proposal correcting 25 the overbroad search or query.