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Data Identification

So you want to know how to find ESI treasure? Take this course and learn what to ask, where to look and how to create a map!

In this course you will learn.....

“Identification” in e-discovery is the process is kind of like treasure hunting. You will need to learn about the client's electronically stored information (ESI) in order to locate, preserve and eventually collect discoverable data. Identification must be accurate and complete otherwise, you run the risk of under collecting or over collecting the ESI. It is a very hands-on process involving several players including counsel, IT personnel, custodians and possibly an e-discovery consultant.

After completing this course you will know how to identify:

  • WHO might have possession of relevant ESI
  • WHAT potentially relevant ESI they might have
  • WHEN the duty to preserve data was triggered and WHEN is the relevant time frame of the legal dispute
  • WHERE the potentially relevant ESI is stored
  • HOW do they manage, store, backup and dispose of their data

The course downloads and extras include:

  1. Custodian interview worksheet
  2. IT personnel interview worksheet
  3. Data map template
  4. Glossary of terms
  5. This course is eligible for one (1) Association of Certified eDiscovery Specialists (ACEDS) re-certification or eligibility credit

Recommended Prerequisites:

The E-Discovery Crash Course


"I would absolutely recommend this course. It is very thorough and detailed."

- Lauren Y., Law Firm, Florida

Your Instructor


Tamara Loveland
Tamara Loveland

Ms. Loveland has over two decades of practice support, litigation and project management experience in medium and large law firms, consulting services and now government. She has extensive case and project management experience on large complex to small cases; including multi-jurisdictional cases in state and federal court. Tamara is currently serving as an Electronic Evidence Specialist in criminal and civil cases for the U.S. Attorney’s office. She is also a current Adjunct Professor with UCLA Extension and a former Adjunct Professor at Cal State Los Angeles, teaching litigation technology and e-discovery project management classes in the paralegal training programs.

Tamara's practice support specialties include electronic document collection, preservation, spoliation prevention, preparing e-discovery budgets, designing and building case-specific databases in Relativity or Eclipse SE, preparing electronic data for production, setting up war rooms and creating multi-media presentations for trial.

Tamara holds a Bachelor's Degree in Business Management, several e-discovery related software certifications and is a a Certified Paralegal.


Course Curriculum


  How do I Accomplish Data Identification?
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  Course Extras
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  Questions?
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  Test Your Knowledge
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  Course Feedback
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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!