`
`
`
`Michael Liu Su (Cal. Bar No. 300590)
`michael.liu.su@finnegan.com
`FINNEGAN, HENDERSON, FARABOW,
` GARRETT & DUNNER, LLP
`3300 Hillview Avenue
`Palo Alto, CA 94304
`Telephone:
`(650) 849-6600
`Facsimile:
`(650) 849-6666
`
`Lionel M. Lavenue (pro hac vice)
`lionel.lavenue@finnegan.com
`Bradford C. Schulz (pro hac vice)
`bradford.schulz@finnegan.com
`FINNEGAN, HENDERSON, FARABOW,
` GARRETT & DUNNER, LLP
`Two Freedom Square
`11955 Freedom Drive
`Reston, VA 20190
`Telephone:
`(571) 203-2700
`Facsimile:
`(202) 408-4400
`
`Attorneys for Plaintiff
`ZTE (USA) Inc.
`
`
`
`
`
`ZTE (USA) INC.,
`
`
`Plaintiff(s),
`
`vs.
`
`
`AGIS SOFTWARE DEVELOPMENT LLC,
`
`
`Defendant(s).
`
`
`
`
`
`
`
`
`
`
`Sarah G. Hartman (Cal. Bar No. 281751)
`shartman@brownrudnick.com
`Alfred R. Fabricant (pro hac vice)
`afabricant@brownrudnick.com
`Peter Lambrianakos (pro hac vice)
`plambrianakos@brownrudnick.com
`Vincent J. Rubino, III (pro hac vice)
`vrubino@brownrudnick.com
`Brown Rudnick LLP
`7 Times Square
`New York, NY 10036
`Telephone: (212) 209-4800
`Facsimile: (212) 209-4801
`
`Arjun Sivakumar (Cal. Bar No. 297787)
`asivakumar@brownrudnick.com
`Brown Rudnick LLP
`2211 Michelson Drive, Seventh Floor
`Irvine, California 92612
`Telephone: (949) 752-7100
`Facsimile: (949) 252-1514
`
`Attorneys for Defendant AGIS SOFTWARE
`DEVELOPMENT LLC
`
`Case Number: 4:18-cv-06185-HSG
`(Former Case No. 2:17-cv-00517-JRG) (E.D.
`Tex.)
`
`JOINT STIPULATION AND ORDER RE:
`DISCOVERY OF ELECTRONICALLY
`STORED INFORMATION FOR PATENT
`LITIGATION
`
`
`
`
`
`JOINT STIPULATION AND ORDER RE: DISCOVERY OF
`ELECTRONICALLY STORED INFORMATION
`CASE NO. 4:18-CV-06185-HSG
`
`))
`
`
`)
`)
`)
`)
`)
`)
`)
`)
`)
`)
`)
`
`1
`
`
`
`UNITED STATES DISTRICT COURT
`
`NORTHERN DISTRICT OF CALIFORNIA
`
`1 2 3 4 5 6 7 8 9
`
`10
`11
`12
`13
`14
`15
`16
`17
`18
`19
`20
`21
`22
`23
`24
`25
`26
`27
`
`
`
`Case 4:18-cv-06185-HSG Document 70 Filed 05/14/19 Page 2 of 5
`
`
`
`Pursuant to Civil Local Rule 7-12 and the Court’s Scheduling Order (Dkt. 63), the parties
`hereby agree to the terms of the following proposed order regarding discovery of electronically
`stored information and respectfully request that the Court enter the proposed order.
`
`Upon the stipulation of the parties, the Court ORDERS as follows:
`1. This Order supplements all other discovery rules and orders. It streamlines
`Electronically Stored Information (“ESI”) production to promote a “just, speedy, and
`inexpensive determination of this action, as required by Federal Rule of Civil Procedure 1.”
`2. This Order may be modified in the Court’s discretion or by stipulation. The parties
`shall jointly submit any proposed modifications within 30 days after the Federal Rule of Civil
`Procedure 16 Conference.
`3. As in all cases, costs may be shifted for disproportionate ESI production requests
`pursuant to Federal Rule of Civil Procedure 26. Likewise, a party’s nonresponsive or dilatory
`discovery tactics are cost-shifting considerations.
`4. A party’s meaningful compliance with this Order and efforts to promote efficiency and
`reduce costs will be considered in cost-shifting determinations.
`5. The parties are expected to comply with the District’s E-Discovery Guidelines
`(“Guidelines”) and are encouraged to employ the District’s Model Stipulated Order Re: the
`Discovery of Electronically Stored Information and Checklist for Rule 26(f) Meet and Confer
`regarding Electronically Stored Information.
`6. General ESI production requests under Federal Rules of Civil Procedure 34 and 45
`shall not include email or other forms of electronic correspondence (collectively “email”). To
`obtain email parties must propound specific email production requests.
`7. Email production requests shall only be propounded for specific issues, rather than
`general discovery of a product or business.
`8. Email production requests shall be phased to occur after the parties have exchanged
`initial disclosures and basic documentation about the patents, the prior art, the accused
`
`1 2 3 4 5 6 7 8 9
`
`10
`11
`12
`13
`14
`15
`16
`17
`18
`19
`20
`21
`22
`23
`24
`25
`26
`27
`
`
`
`
`
`2
`
`JOINT STIPULATION AND ORDER RE: DISCOVERY OF
`ELECTRONICALLY STORED INFORMATION
`CASE NO. 4:18-CV-06185-HSG
`
`
`
`Case 4:18-cv-06185-HSG Document 70 Filed 05/14/19 Page 3 of 5
`
`
`
`instrumentalities, and the relevant finances. While this provision does not require the production
`of such information, the Court encourages prompt and early production of this information to
`promote efficient and economical streamlining of the case.
`9. Email production requests shall identify the custodian, search terms, and time frame.
`The parties shall cooperate to identify the proper custodians, proper search terms and proper
`timeframe as set forth in the Guidelines.
`10. Each requesting party shall limit its email production requests to a total of five
`custodians per producing party for all such requests. The parties may jointly agree to modify this
`limit without the Court’s leave. The Court shall consider contested requests for additional
`custodians, upon showing a distinct need based on the size, complexity, and issues of this
`specific case. Cost-shifting may be considered as part of any such request.
`11. Each requesting party shall limit its email production requests to a total of five search
`terms per custodian per party. The parties may jointly agree to modify this limit without the
`Court’s leave. The Court shall consider contested requests for additional search terms per
`custodian, upon showing a distinct need based on the size, complexity, and issues of this specific
`case. The Court encourages the parties to confer on a process to test the efficacy of the search
`terms. The search terms shall be narrowly tailored to particular issues. Indiscriminate terms, such
`as the producing company’s name or its product name, are inappropriate unless combined with
`narrowing search criteria that sufficiently reduce the risk of overproduction. A conjunctive
`combination of multiple words or phrases (e.g., “computer” and “system”) narrows the search
`and shall count as a single search term. A disjunctive combination of multiple words or phrases
`(e.g., “computer” or “system”) broadens the search, and thus each word or phrase shall count as a
`separate search term unless they are variants of the same word. Use of narrowing search criteria
`(e.g., “and,” “but not,” “w/x”) is encouraged to limit the production and shall be considered
`when determining whether to shift costs for disproportionate discovery. Should a party serve
`email production requests with search terms beyond the limits agreed to by the parties or granted
`by the Court pursuant to this paragraph, this shall be considered in determining whether any
`
`1 2 3 4 5 6 7 8 9
`
`10
`11
`12
`13
`14
`15
`16
`17
`18
`19
`20
`21
`22
`23
`24
`25
`26
`27
`
`
`
`
`
`3
`
`JOINT STIPULATION AND ORDER RE: DISCOVERY OF
`ELECTRONICALLY STORED INFORMATION
`CASE NO. 4:18-CV-06185-HSG
`
`
`
`Case 4:18-cv-06185-HSG Document 70 Filed 05/14/19 Page 4 of 5
`
`
`
`party shall bear all reasonable costs caused by such additional discovery.
`12. Nothing in this Order prevents the parties from agreeing to use technology assisted
`review and other techniques insofar as their use improves the efficacy of discovery. Such topics
`should be discussed pursuant to the District’s E-Discovery Guidelines.
`
`
`
`Dated: May 13, 2019
`
`Dated: May 13, 2019
`
`
`
`
`
`Respectfully submitted,
`
`/s/ Michael Liu Su
`Michael Liu Su (Cal. Bar No. 300590)
`michael.liu.su@finnegan.com
`FINNEGAN, HENDERSON, FARABOW,
` GARRETT & DUNNER, LLP
`3300 Hillview Avenue
`Palo Alto, CA 94304
`Telephone:
`(650) 849-6600
`Facsimile:
`(650) 849-6666
`
`Lionel M. Lavenue (pro hac vice)
`lionel.lavenue@finnegan.com
`Bradford C. Schulz (pro hac vice)
`bradford.schulz@finnegan.com
`FINNEGAN, HENDERSON, FARABOW,
` GARRETT & DUNNER, LLP
`Two Freedom Square
`11955 Freedom Drive
`Reston, VA 20190
`Telephone:
`(571) 203-2700
`Facsimile:
`(202) 408-4400
`
`Attorneys for Plaintiff
`ZTE (USA) Inc.
`
`Respectfully submitted,
`
`/s/ Sarah G. Hartman_______
`Sarah G. Hartman (Cal. Bar No.
`281751)
`shartman@brownrudnick.com
`Alfred R. Fabricant (pro hac vice)
`afabricant@brownrudnick.com
`Peter Lambrianakos (pro hac vice)
`plambrianakos@brownrudnick.com
`4
`
`JOINT STIPULATION AND ORDER RE: DISCOVERY OF
`ELECTRONICALLY STORED INFORMATION
`CASE NO. 4:18-CV-06185-HSG
`
`1 2 3 4 5 6 7 8 9
`
`10
`11
`12
`13
`14
`15
`16
`17
`18
`19
`20
`21
`22
`23
`24
`25
`26
`27
`
`
`
`Case 4:18-cv-06185-HSG Document 70 Filed 05/14/19 Page 5 of 5
`
`Vincent J. Rubino, III (pro hac vice)
`vrubino@brownrudnick.com
`Brown Rudnick LLP
`7 Times Square
`New York, NY 10036
`Telephone: (212) 209-4800
`Facsimile: (212) 209-4801
`
`Arjun Sivakumar (Cal. Bar No.
`297787)
`asivakumar@brownrudnick.com
`Brown Rudnick LLP
`2211 Michelson Drive, Seventh Floor
`Irvine, California 92612
`Telephone: (949) 752-7100
`Facsimile: (949) 252-1514
`
`Attorneys for Defendant
`AGIS SOFTWARE DEVELOPMENT
`LLC
`
`
`
`
`
`ATTESTATION
`I, Michael Liu Su, hereby attest that concurrence in the filing of this document has been
`obtained from each of the other Signatories indicated by a confirmed signature (/s/) within this e-
`filed document.
`
`
`/s/ Michael Liu Su
`Michael Liu Su
`
`
`PURSUANT TO STIPULATION, IT IS SO ORDERED,
`
`
`Dated: May 14, 2019
`
`_______________________________________
`The Honorable Haywood S. Gilliam Jr.
`U.S. District Court Judge
`Northern District of California
`
`
`5
`
`JOINT STIPULATION AND ORDER RE: DISCOVERY OF
`ELECTRONICALLY STORED INFORMATION
`CASE NO. 4:18-CV-06185-HSG
`
`
`
`
`
`
`
`
`
`1 2 3 4 5 6 7 8 9
`
`10
`11
`12
`13
`14
`15
`16
`17
`18
`19
`20
`21
`22
`23
`24
`25
`26
`27
`
`