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MONTANA COURSE MATERIALS

A. The Sedona Principles, Second Edition (2007)

B. The Sedona Guidelines on Managing Information and Records (2005)

C. The Sedona Conference Best Practice Commentary on Legal Holds (2007 public comment draft)

D. The Sedona Conference Best Practice Commentary on the Use of Search and Information Retrieval Methods in E-discovery (2007 public comment draft)

E. Zubulake v. UBS Warburg, 229 F.R.D. 422(S.D.N.Y. 2004) (Zubulake V)

F. Williams v. Sprint/United Mgmt. Co., 230 F.R.D. 640 (D. Kan. 2005) (metadata)

G. United Medical Supply Co. v. United States, 2007 WL 1952680 (Fed. Cl. June 27, 2007) (sanctions, email)

H. George L. Paul & Jason R. Baron, “Information Inflation: Can the Legal System Adapt?”, 13 Richmond Journal of Law and Technology No. 10 (2007)

I. Jason R. Baron & Daniel Macdonald, “E-discovery and the New Federal Rules of Civil Procedure: What Agencies Need to Know,” Rocky Mountain Record, Special Edition (Summer 2007)

J. J. Baron, “Who’s Afraid of Ediscovery? What You Need to Know in the Brave New World of ESI” (powerpoint)

K. J. Baron, “New Approaches and New Research on Search and Retrieval” (powerpoint)

L. Conor R. Crowley, “Local Flavor: ESI Rules in Delaware, Kansas, Maryland, and Ohio,” Digital Discovery & E-Evidence, Vol. 7, No. 11 (Nov. 2007)

Record Forms and Retention Schedules
State | Local | Schedules

What Is a Public Record? | Glossary of Terms
Privacy v. the Right to Know
Managing Public Records
| Disposing of Public Records
Government Records Committees | Publications

Records and Information Management Division • P.O. Box 202805 • Helena, MT 59620-2805
1320 Bozeman Street • Helena, MT 59601
(406) 444-9000 • sosrecords@mt.gov • Fax (406) 444-9002

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