Processing and search. We gather digitally, remove duplicates, index, and search. To aid and enhance the relevance review, we can employ technology-assisted review (TAR). Format of production. Scans are made from paper. ESI may be TIFF+text, native files, or PDF with a load file and fielded metadata. This ideally is set by an ESI protocol at the Rule 26(f) conference. Privilege safety. We put screening into practice and, if suitable, a Rule 502(d) order to ensure accidental disclosure does not waive privilege. What I tell him eDiscovery is, in plain terms. We do this over and overidentify likely sources, preserve, collect defensibly, process and cull, review for relevance and privilege, produce in an agreed format, and present in court. The industry calls this the EDRM. It helps us not miss steps as it is a map. What he should learn about records management. Records management makes eDiscovery cheaper and cleaner. He should learn: Retention schedules and how they interact with legal holds. How electronic records relate to the active, inactive, and archived records lifecycle. Every organization must have a data map in place. Maintaining hygienic conditions prevents inefficient over-picking of materials and speeds up processing time. How collaboration helps him grow. incorporate this as well