Start Here: Additional Overview Resources
Start Here: Additional Overview Resources
Use these after the primer when you want the primary overview materials behind the TAR workflow, including EDRM, FJC, and Grossman/Cormack resources.
EDRM Technology Assisted Review Framework
What it is
- EDRM's plain-language framework for the major steps in a TAR process
- Best first stop for understanding what TAR actually involves before choosing a workflow or tool
- Useful for lawyers, litigation support teams, review managers, and anyone who needs the process map before the metrics
Topics covered
- TAR goals, protocols, reviewer education, coding, prediction, testing, evaluation, stopping decisions
Audience: beginner to intermediate. Format: focused framework page. Access: free. Last checked: May 17, 2026. Caveat: use it as a process map, not as a matter-specific protocol.
EDRM Technology Assisted Review Guidelines
What it is
- Direct PDF of EDRM's 50-page TAR guidelines
- Good next read after the framework page because it adds definitions, workflow detail, use cases, and adoption factors
- Useful when drafting internal guidance or explaining TAR to a team that needs more than a short overview
Topics covered
- TAR definitions, standard workflow, prioritization, categorization, privilege review, quality control, when to use TAR
Audience: beginner to intermediate. Format: direct PDF. Access: free. Last checked: May 17, 2026. Caveat: still needs matter-specific tailoring.
Federal Judicial Center TAR Pocket Guide for Judges
What it is
- Direct PDF from the Federal Judicial Center explaining TAR for discovery requests
- Especially useful because it frames TAR through reasonableness, Rule 26(g), and court management
- Includes an illustrative order that helps translate TAR concepts into case-management language
Topics covered
- Reasonable inquiry, TAR methods, cooperation, validation, court orders, discovery management
Audience: beginner to intermediate. Format: direct PDF. Access: free. Last checked: May 17, 2026. Caveat: judicial education guide, not binding law.
Grossman & Cormack TAR Research
What it is
- Direct article download for the foundational empirical study comparing TAR with exhaustive manual review
- Frequently cited in TAR education and defensibility discussions
- Helps users understand why validation matters more than assumptions about manual review
Topics covered
- Recall, precision, review effectiveness, manual review limitations, evaluation methodology
Audience: intermediate to advanced. Format: direct PDF. Access: free. Last checked: May 17, 2026. Caveat: older study, but the measurement principles remain central to TAR validation.