throbber
Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 1 of 37
`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 1 of 37
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`EXHIBIT 3
`EXHIBIT 3
`FILED UNDER SEAL
`FILED UNDER SEAL
`
`

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`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 2 of 37
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`
`IN THE UNITED STATES DISTRICT COURT
`FOR THE WESTERN DISTRICT OF TEXAS
`WACO DIVISION
`
`Plaintiff,
`
`v.
`
`JAWBONE INNOVATIONS, LLC
`
`
`
`
`
`APPLE INC.,
`
`
`
`
`Defendant.
`
`
`










`
`
`
`
`
`
`
`Case No. 6:21-CV-00984-ADA
`
`
`

`
`PROTECTIVE ORDER FOR PATENT CASES 
`WHEREAS, Plaintiff Jawbone Innovations, LLC and Defendant Apple, Inc., hereafter referred to
`
`as “the Parties,”1 believe that certain information that is or will be encompassed by discovery
`
`demands by the Parties involves the production or disclosure of trade secrets, confidential and/or
`
`commercially sensitive business information, or other proprietary information;
`
`WHEREAS, the Parties seek a protective order limiting disclosure thereof in accordance with Federal
`
`Rule of Civil Procedure 26(c):
`
`THEREFORE, it is hereby stipulated among the Parties and ORDERED that:
`
`1.
`
`Each Party may designate as confidential for protection under this Order, in whole or in part,
`
`any document, information, or material that constitutes or includes, in whole or in part,
`
`confidential, commercially sensitive, or proprietary information or trade secrets of the Party
`
`or a Third Party to whom the Party reasonably believes it owes an obligation of
`
`                                                            
`1 1 “Party” or “Parties” mean any party to this case, including all of its officers, directors,
`employees, consultants, retained experts, and Outside Counsel and their support staffs. 
`

`
`1
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 3 of 37
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`confidentiality with respect to such document, information, or material (“Protected
`
`Material”). Protected Material shall not include: (i) advertising materials that have been
`
`actually published or publicly disseminated; and (ii) materials that show on their face they
`
`have been disseminated to the public. Nothing in this Order shall prevent or restrict a
`
`Producing Party’s2 own disclosure or use of its own Protected Material for any purpose,
`
`and nothing in this Order shall preclude any Producing Party from showing its Protected
`
`Material to an individual who prepared the Protected Material. Designations under this
`
`Order shall be made with care and shall not be made absent a good faith belief that the
`
`designated material satisfies the criteria set forth below. If it comes to a Producing Party’s
`
`attention that designated material does not qualify for protection at all, or does not qualify
`
`for the level of protection initially asserted, the Producing Party must promptly notify all
`
`other Parties that it is withdrawing or changing the designation.
`
`(a) Designating Written Discovery and Documents and Tangible Things:
`
`Protected Material includes written discovery, documents (which include
`
`“electronically stored information,” as that phrase is used in Federal Rule of
`
`Procedure 34) and tangible things. Protected Material shall be designated by the
`
`Party producing it by affixing a legend or stamp on such document, information,
`
`or material as follows: “CONFIDENTIAL.” The word,” “CONFIDENTIAL
`
`ATTORNEYS’ EYES ONLY,”
`
`or
`
`“CONFIDENTIAL
`
`- OUTSIDE
`
`ATTORNEYS’ EYES ONLY
`
`- SOURCE CODE”
`
`(“DESIGNATED
`
`                                                            
`2 “Producing Party” means any Party or non-party that discloses or produces any Discovery
`Material in this case.
`

`
`2
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 4 of 37
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`MATERIAL”).3
`
` The words “CONFIDENTIAL,” “CONFIDENTIAL
`
`-
`
`ATTORNEYS’ EYES ONLY,”
`
`or
`
`“CONFIDENTIAL
`
`- OUTSIDE
`
`ATTORNEYS’ EYES ONLY - SOURCE CODE” shall be placed clearly on each
`
`page of the Protected Material for which such protection is sought (except deposition and
`
`hearing transcripts) for which such protection is sought., native files, and videotapes
`
`for which such protection is sought prior to production). For digital files being
`
`produced, the Producing Party may mark each viewable page or image with the
`
`appropriate designation, and mark the medium, container, and/or communication
`
`in which the digital files were contained. In the event that original documents are
`
`produced
`
`for
`
`inspection,
`
`the original documents
`
`shall be presumed
`
`“CONFIDENTIAL - ATTORNEYS’ EYES ONLY” during the inspection and
`
`re-designated as appropriate during the copying process.
`
`1.(b)
`
`Designating Transcripts: Parties or testifying persons or entities may
`
`Formatted
`
`designate depositions and other testimony with the appropriate designation by
`
`indicating on the record at the time the testimony is given or by sending written
`
`notice of how portions of the transcript of the testimony is designated within thirty
`
`(30) days of receipt of the transcript of the testimony. If no indication on the record
`
`is made, all information disclosed during a deposition shall be deemed
`
`“CONFIDENTIAL - ATTORNEYS’ EYES ONLY” until the time within which it
`
`may be appropriately designated as provided for herein has passed. Any Party that
`
`                                                            
`3 The term DESIGNATED MATERIAL is used throughout this Order to refer to the class of
`materials designated as “CONFIDENTIAL,” “CONFIDENTIAL - ATTORNEYS’ EYES
`ONLY,” or “CONFIDENTIAL - OUTSIDE ATTORNEYS’ EYES ONLY - SOURCE CODE,”
`individually and collectively.
`

`
`3
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 5 of 37
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`wishes to disclose the transcript, or information contained therein, may provide
`
`written notice of its intent to treat the transcript as non-confidential, after which
`
`time, any Party that wants to maintain any portion of the transcript as confidential
`
`must designate the confidential portions within fourteen (14) days, or else the
`
`transcript may be treated as non-confidential. Any Protected Material that is used
`
`in the taking of a deposition shall remain subject to the provisions of this Order,
`
`along with the transcript pages of the deposition testimony dealing with such
`
`Protected Material. In such cases the court reporter shall be informed of this Order
`
`and shall be required to operate in a manner consistent with this Order. For
`
`Formatted: Not Expanded by / Condensed by
`
`deposition and hearing
`
`transcripts,
`
`the word “CONFIDENTIALwords
`
`“CONFIDENTIAL,” “CONFIDENTIAL - ATTORNEYS’ EYES ONLY,” or
`
`“CONFIDENTIAL - OUTSIDE ATTORNEYS’ EYES ONLY - SOURCE CODE”
`
`shall be placed on the cover page of the transcript (if not already present on the
`
`cover page of the transcript when received from the court reporter) by each attorney
`
`receiving a copy of the transcript after that attorney receives notice of the
`
`designation of some or all of
`
`that
`
`transcript as “CONFIDENTIAL.”,”
`
`“CONFIDENTIAL - ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL -
`
`OUTSIDE ATTORNEYS’ EYES ONLY - SOURCE CODE.” Counsel for any
`
`Producing Party shall have the right to exclude from oral depositions, other than
`
`the deponent, deponent’s counsel, the reporter and videographer (if any), any
`
`person who is not authorized by this Order to receive or access Protected
`
`Material based on the designation of such Protected Material. Such right of
`
`exclusion shall be applicable only during periods of examination or testimony
`
`4
`
`

`

`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 6 of 37
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`regarding such Protected Material.
`
`(c) Designating Videotaped Depositions: In the event the deposition is videotaped,
`
`the original and all copies of the videotape shall be marked by the video technician
`
`to indicate that the contents of the videotape are subject to this Order, including the
`
`specific confidentiality level claimed if such a designation is made prior to the
`
`videotape being provided by the video technician, substantially along the lines of:
`
`“This videotape contains [confidential] testimony used in this case and is not to be
`
`viewed, or the contents thereof displayed or revealed, except pursuant to the terms
`
`of the operative Protective Order in this matter or pursuant to written stipulation of
`
`the Parties.”
`
`(d) Designating Native Files: Where electronic files and documents are produced in
`
`native electronic format, such electronic files and documents shall be designated
`
`for protection by appending to the file names or designators information indicating
`
`whether
`
`the
`
`file
`
`contains
`
`“CONFIDENTIAL,”
`
`“CONFIDENTIAL
`
`-
`
`ATTORNEYS’ EYES ONLY,”
`
`or
`
`“CONFIDENTIAL
`
`- OUTSIDE
`
`ATTORNEYS’ EYES ONLY - SOURCE CODE” Protected Material. When such
`
`electronic files or documents are printed (for use at a deposition, in a court
`
`proceeding, or for provision in printed form to an expert or consultant pre-approved
`
`pursuant to this Order), the Party printing the electronic files or documents shall
`
`affix a legend to the printed document corresponding to the designation of the
`
`Designating Party and including the production number and designation associated
`
`with the native file. No one shall seek to use in this litigation a .tiff, .pdf or other
`
`other image format version of a document produced in native file format without
`
`5
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 7 of 37
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`first (1) providing a copy of the image format version to the Producing Party so that
`
`the Producing Party can review the image to ensure that no information has been
`
`altered, and (2) obtaining the consent of the Producing Party, which consent shall
`
`not be unreasonably withheld.
`
`2.
`
`Any document produced before issuance of this Order, including pursuant to the Court’s
`
`Order Governing Proceedings - Patent Case, with the designation “Confidential” or the like
`
`shall receive the same treatment as if designated “CONFIDENTIAL” under this orderOrder
`
`and any such documents produced with the designation “Confidential - Outside Attorneys’
`
`Eyes Only” or the like shall receive the same treatment as if designated “CONFIDENTIAL
`
`- OUTSIDE ATTORNEYS’ EYES ONLY” under this Order, unless and until such
`
`document is re-designated to have a different classification under this Order.
`
`3.
`
`With respect to documents, information, or material designated “CONFIDENTIAL,”
`
`“CONFIDENTIAL - ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL - OUTSIDE
`
`ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL
`
`- SOURCE CODE”
`
`(“DESIGNATED MATERIAL”),4 subject to the provisions herein and unless otherwise
`
`stated, this Order governs, without limitation: (a) all documents, electronically stored
`
`information, and/or things as defined by the Federal Rules of Civil Procedure; (b) all
`
`pretrial, hearing or deposition testimony, or documents marked as exhibits or for
`
`identification in depositions and hearings; (c) pretrial pleadings, exhibits to pleadings and
`
`other court filings; (d) affidavits; and (e) stipulations. All copies, reproductions, extracts,
`
`                                                            
`4 The term DESIGNATED MATERIAL is used throughout this Protective Order to refer to the
`class of materials designated as “CONFIDENTIAL,” “CONFIDENTIAL - ATTORNEYS’ EYES
`ONLY,” “CONFIDENTIAL - OUTSIDE ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL
`- SOURCE CODE,” individually and collectively.
`

`
`6
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 8 of 37
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`
`digests, and complete or partial summaries prepared from any DESIGNATED
`
`MATERIALS shall also be considered DESIGNATED MATERIAL and treated as such
`
`under this Order.
`
`4.
`
`A designation of Protected Material (i.e., “CONFIDENTIAL,” “CONFIDENTIAL -
`
`ATTORNEYS’ EYES ONLY,” or “CONFIDENTIAL - OUTSIDE ATTORNEYS’ EYES
`
`ONLY,” or “CONFIDENTIAL - SOURCE CODE”) may be made at any time. Inadvertent
`
`or unintentional production of documents, information, or material that has not been
`
`designated as DESIGNATED MATERIAL shall not be deemed a waiver in whole or in part
`
`of a claim for confidential treatment. Any Party that inadvertently or unintentionally
`
`produces Protected Material without designating it as DESIGNATED MATERIAL may
`
`request destruction of that Protected Material by notifying the recipient(s) as soon as
`
`reasonably possible after the producingProducing Party becomes aware of the inadvertent
`
`or unintentional disclosure, and providing replacement Protected Material that is properly
`
`designated. The recipient(s) shall then destroy all copies of the inadvertently or
`
`unintentionally produced Protected Materials and any documents, information, or material
`
`derived from or based thereon.
`
`5.
`
`“CONFIDENTIAL” documents, information, and material may be disclosed only to the
`
`following persons, except upon receipt of the prior written consent of the designating Party,
`
`upon order of the Court, or as set forth in paragraph 1518 herein:
`
`
`
`(a)
`
`(b)
`
`Outside counselCounsel5 of record in this Action for the Parties.
`
`Employees of such counselOutside Counsel assigned to and reasonably necessary
`to assist such counselOutside Counsel in the litigation of this Action.
`
`                                                            
`5 “Outside Counsel” means (i) outside counsel who appear on the pleadings as counsel for a Party
`and (ii) partners, associates, and staff of such counsel to whom it is reasonably necessary to
`disclose the information for this litigation. 
`

`
`7
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 9 of 37
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`
`
`
`
`(d)
`
`
`
`

`
`(c)
`
`In-house counsel for the Parties who either have responsibility for making decisions
`dealing directly with the litigation of this Action, or who are assisting outside
`counsel in the litigation of this Action.
`
`Up to and including three (3) designated representatives of each of the Parties to the extent
`reasonably necessary for the litigation of this Action, except that any Party may in good
`faith request the other Party’s consent to designate one or more additional
`representatives, the other Party shall not unreasonably withhold such consent, and the
`requesting Party may seek leave of Court to designate such additional representative(s) if
`the requesting Party believes the other Party has unreasonably withheld such consent.
`(c) Mock jurors who have signed an undertaking or agreement agreeing not to publicly
`disclose Protected Material and to keep any information concerning Protected
`Material confidential.
`
`
`
`(e)(d) Outside consultants or experts retained for the purpose of this litigation, provided
`that: (1) such consultants or experts are not presently employed by the Parties or
`of an affiliate or competitor of a Party hereto for purposes other than this Action;
`(2 (or related actions), nor anticipated at the time of retention to become an officer,
`director or employee of a Party or of a competitor of a Party; (2) such expert or
`consultant accesses the Protected Materials in the United States only, and does not
`transport them to or access them from any foreign jurisdiction; (3) before access is
`given, the consultant or expert has completed the UndertakingAcknowledgment
`and Agreement to be Bound attached as Appendix A hereto and the same is served
`upon the producing Party with a current curriculum vitae of the consultant or expert,
`including a list of other cases in which the individual has provided a report or
`testified (at trial or deposition); and a list of companies that the individual(4) no
`unresolved objections to such disclosure exist after proper notice has been
`employed by or provided consulting services pertaining to the field of the invention
`of the patent(s)-in-suit or the products accused of infringement within the last four
`years and a brief description of the subject matter of the consultancy or
`employment, at least ten (10) days before access to the Protected Material is to be
`given to that consultant or expert to object to and notify the receiving Party in
`writing that it objects to disclosure of Protected Material to the consultant or expert.
`The Parties agree to promptly confer and use good faith to resolve any such
`objection. If the Parties are unable to resolve any objection, the objecting Party
`may file a motion with the Court within fifteen (15) days of receipt of the notice, or
`within such other time as the Parties may agree, seeking a protective order with
`respect to the proposed disclosure. The objecting Party shall have the burden of
`proving the need for a protective order. No disclosure shall occur until all such
`objections are resolved by agreement or Court orderall Parties.
`
`(f)(e) Independent litigation support services, including persons working for or as court
`reporters, graphics or design services, translation services, jury or trial consulting
`services, provided they have agreed to be bound by the provisions of this Order by
`
`8
`
`
`Formatted: Right: 0", Add space between paragraphs
`of the same style, No bullets or numbering
`
`Formatted: Not Expanded by / Condensed by
`
`Formatted: Expanded by 0.05 pt
`
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`
`Formatted: Expanded by 0.05 pt
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 10 of 37
`

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`
`
`
`6.
`
`signing a copy of Exhibit A, and photocopy, document imaging, and database
`services retained by counselOutside Counsel and reasonably necessary to assist
`counsel with the litigation of this Action.
`
`Court reporters, stenographers and videographers retained to record testimony
`taken in this action;
`
`The Court and, its personnel., and the jury;
`
`Any mediator who is assigned to hear this matter, and his or her staff, subject to
`their agreement to maintain confidentiality to the same degree as required by this
`Protective Order; and
`
`Any other person with the prior written consent of the Producing Party.
`
`(f)
`
`
`(g)
`
`(h)
`
`
`(i)
`
`A Party shall designate documents, information, or material as “CONFIDENTIAL” only
`
`upon a good faith belief that the if such documents, information, or material containsthat
`
`Formatted: Not Expanded by / Condensed by
`
`contain or reflect confidential or, proprietary information or trade secrets of the Party or a
`
`Third Party to whom the Party reasonably believes it owes an obligation of confidentiality
`
`with respect to such documents,, and/or commercially sensitive information, or material.
`
`7.
`
`Documents, information, or material produced pursuant to any discovery request in this
`
`Action, including but not limited to Protected Material designated as DESIGNATED
`
`MATERIAL, shall be used by the Parties only in the litigation of this Action and shall not
`
`be used for any other purpose. Any person or entity who obtains access to DESIGNATED
`
`MATERIAL or the contents thereof pursuant to this Order shall not make any copies,
`
`duplicates, extracts, summaries, or descriptions of such DESIGNATED MATERIAL or any
`
`portion thereof except as may be reasonably necessary in the litigation of this Action. Any
`
`such copies, duplicates, extracts, summaries, or descriptions shall be classified
`
`DESIGNATED MATERIALS and subject to all of the terms and conditions of this Order.
`
`8.
`
`To the extent a producing Party believes that certain Protected Material qualifying to be
`
`designated CONFIDENTIAL is so sensitive that its dissemination deserves even further
`

`
`9
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 11 of 37
`
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`

`
`limitation, the producingA Producing Party may designate such Protected Material as
`
`“CONFIDENTIAL -– ATTORNEYS’ EYES ONLY,”” if it contains or to the extent
`
`reflects information that is extremely confidential and/or sensitive in nature and the
`
`Producing Party reasonably believes that the disclosure of such Protected Material is likely
`
`to cause economic harm or significant competitive disadvantage to the producing Party.
`
`The Parties agree that the following information, if non-public, shall be presumed to merit
`
`the “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” designation: trade secrets,
`
`pricing information, financial data, sales information, sales or marketing forecasts or plans,
`
`business plans, sales or marketing strategy, product development information, engineering
`
`documents, testing documents, employee information, and other non-public information of
`
`similar competitive and business sensitivity. To the extent such Protected Material includes
`
`computer source code6,7 including computer code, scripts, assembly, binaries, object code,
`
`Hardware Description Language (HDL) or Register Transfer Level (RTL) files that
`
`describe the hardware design of any ASIC or other chip, and Computer Aided Design
`
`(CAD) files that describe the hardware design of any component, and/or live data (that is,
`
`data as it exists residing in a database or databases) (“Source Code Material”), the
`
`producingProducing Party may designate such Protected Material as “CONFIDENTIAL –
`
`OUTSIDE ATTORNEYS’ EYES ONLY - SOURCE CODE.”
`
`9.
`
`For Protected Material designated “CONFIDENTIAL - ATTORNEYS’ EYES ONLY,
`
`access to, and disclosure of, such Protected Material shall be limited to individuals listed
`
`                                                            
`6 Nothing in this Order shall be construed as a representation or admission that Source Code
`Material is properly discoverable in this action or to obligate any Party to produce any Source
`Code Material. 
`7 Source Code-adjacent material, including source listings (e.g., file names and path structure), descriptions of
`source code (e.g., descriptions of declarations, functions, and parameters), and object code listings and descriptions
`of object code, shall be designated as CONFDIENTIAL – ATTORNEYS’ EYES ONLY and treated appropriately. 
`

`
`10
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 12 of 37
`

`
`in paragraphs 5(a–c) and (e–g); provided, however, that access by in-house counsel pursuant
`
`to paragraph 5(c) be limited to in-house counsel who exercise no competitive decision-
`
`making authority on behalf of the client.
`
`10.9. For Protected Material designated CONFIDENTIAL - OUTSIDE ATTORNEYS’ EYES
`
`ONLY,,” access to, and disclosure of, such Protected Material shall be limited to
`
`individuals listed in paragraphs 5(a–b) and (e–g); provided, however, that the designating
`
`Party shall accommodate reasonable requests to provide summary information to in-house
`
`counsel designated pursuant to paragraph 5(c) who exercise no competitive decision-
`
`making authority on behalf of the client and reasonably require access to such information.
`
`Formatted: Condensed by 0.2 pt
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`
`the follows:
`
`(a) The Receiving Party’s Outside Counsel, provided that such Outside Counsel is not
`involved in competitive decision-making authority, as defined by U.S. Steel v.
`United States, 730 F.2d 1465, 1468 n.3 (Fed. Cir. 1984), on behalf of a Party or a
`competitor of a Party, and such Outside Counsel’s immediate paralegals and staff,
`and any copying or clerical litigation support services working at the direction of
`such counsel, paralegals, and staff;
`
`(b) Any outside expert or consultant retained by the Receiving Party to assist in this
`action, provided that disclosure is only to the extent necessary to perform such
`work; and provided that: (a) such expert or consultant has agreed to be bound by
`the provisions of the Protective Order by signing a copy of Exhibit A; (b) such
`expert or consultant is not a current officer, director, or employee of a Party or of a
`competitor of a Party, nor anticipated at the time of retention to become an officer,
`director, or employee of a Party or of a competitor of a Party; (c) such expert or
`consultant is not involved in competitive decision-making, as defined by U.S. Steel
`v. United States, 730 F.2d 1465, 1468 n.3 (Fed. Cir. 1984), on behalf of a Party or
`a competitor of a Party; (d) such expert or consultant accesses the materials in the
`United States only, and does not transport them to or access them from any foreign
`jurisdiction; and (e) no unresolved objections to such disclosure exist after proper
`notice has been given to all Parties;
`
`(c) Court reporters, stenographers and videographers retained to record testimony
`taken in this action;
`
`(d) The Court, its personnel, and the jury;
`

`
`11
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 13 of 37
`

`
`(e) Graphics, translation, design, and/or trial consulting personnel, having first agreed
`to be bound by the provisions of the Protective Order by signing a copy of
`Exhibit A;
`
`(f) Any mediator who is assigned to hear this matter, and his or her staff, subject to
`their agreement to maintain confidentiality to the same degree as required by this
`Protective Order; and
`
`(g) Any other person with the prior written consent of the Producing Party.
`
`In addition, a Party may disclose arguments and materials derived from Discovery Material
`
`designated as “CONFIDENTIAL – ATTORNEYS’ EYES ONLY” to mock jurors who have
`
`signed an undertaking or agreement agreeing not to publicly disclose Protected Material and to
`
`keep any information concerning Protected Material confidential. A Party may not disclose to
`
`mock jurors any original, as-produced materials or information (including, for example,
`
`documents, deposition testimony, or interrogatory responses) produced by another Party
`
`designated as “CONFIDENTIAL - ATTORNEYS’ EYES ONLY.”
`
`11.10. For Protected Material designated “CONFIDENTIAL – OUTSIDE ATTORNEYS’ EYES
`
`ONLY - SOURCE CODE,,” the same restrictions set forth for Protected Material designated
`
`Formatted: Condensed by 0.5 pt
`
`“CONFIDENTIAL – OUTSIDE ATTORNEYS’ EYES ONLY” and the following additional
`
`Formatted: Not Expanded by / Condensed by
`
`restrictions apply:
`
`(a)
`
`Any Source Code Material that is produced by Plaintiff shall be made available for
`inspection in electronic format at the Austin office of its outside counsel, the Mort
`Law Firm, PLLC, or any other location mutually agreed by the Parties. Any Source
`Code Material that is produced by Defendant will be made available for inspection
`at the Dallas office of its Outside Counsel, Fish & Richardson, P.C., or any other
`location mutually agreed by the Parties.
`
`(a)(b) Access to a Party’s Source Code Material shall be provided only on a secured
`“stand-alone” computer(s) (that is, the computer may not be linked to any network,
`including a local area network (“LAN”), an intranet or the Internet). The stand-
`alone computer(s) shall include a full-size keyboard, mouse, and two monitors.
`The stand-alone computer(s) may be connected to (i) a printer, or (ii) a device
`

`
`12
`
`
`

`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 14 of 37
`

`
`capable of temporarily storing electronic copies solely for the limited purposes
`permitted pursuant to paragraphs 11(h and k) below. Additionally, except as
`provided in paragraph 11(k) below, the stand-alone computer(s) may only be
`located at the offices of the producing Party’s outside counsel or its vendors) in a
`secure room (the “Source Code Computer” in the “Source Code Review Room”).
`The Source Code Computer may be connected to a printer via one printer port.
`The Source Code Computer will have USB ports enabled for the use of an external
`monitor, an external mouse, and an external keyboard but shall otherwise have all
`access ports disabled (except for USB ports), as necessary and appropriate to
`prevent and protect against any unauthorized copying, transmission, removal or
`other transfer of any Source Code Material outside or away from the computer on
`which the Source Code Material is provided for inspection in the Source Code
`Review Room.
`
`
`
`(b)(c) Prior to the first inspection of any requested Source Code Material, the Receiving
`Party shall provide fourteen (14) days’ notice of the Source Code Material that it
`wishes to inspect. The receivingReceiving Party shall provide three (3) days’
`notice prior to any additional inspections of that code. The Receiving Party shall
`make reasonable efforts to restrict its requests for such access to the stand-alone
`computer(s)Source Code Computer to normal business hours, which for purposes
`of this paragraph shall be 89:00 a.m. through 65:00 p.m. The receiving Party shall
`provide fourteen (14) days’ notice prior to its first review, and shall provide three
`(3) days’ notice prior to subsequent reviews.8 However, upon on business days
`(i.e., weekdays that are not Federal holidays). A list of names of persons who will
`inspect the Source Code Material will be provided to the Producing Party at
`the time of the request for access. Upon reasonable notice from the
`receivingReceiving Party, the producingProducing Party shall make reasonable
`efforts to accommodate the receivingReceiving Party’s request for access to the
`stand-alone computerSource Code Computer(s) outside of normal business hours.
`The Parties agree to cooperate in good faith such that maintaining the
`producingProducing Party’s Source Code Material at the offices of its outside
`counsel or its vendorsOutside Counsel shall not unreasonably hinder the
`receivingReceiving Party’s ability to efficiently and effectively conduct the
`prosecution or defense of this Action.
`
`The producingThe Producing Party shall install tools that are sufficient for viewing
`and searching the Source Code Material produced, on the platform produced, if
`such tools exist and are presently used in the ordinary course of the Producing
`Party’s business. The Receiving Party’s Outside Counsel and/or experts may
`request that commercially available software tools for viewing and searching
`Source Code Material be installed on the Source Code Computer, provided,
`however, that (a) the Receiving Party possesses an appropriate license to such
`software tools; (b) the Producing Party approves such software tools, which
`approval shall not be unreasonably withheld; and (c) such other software tools are
`                                                            
`8 This notice period runs concurrently with the periods provided under Section 5(e).
`
`(d)
`

`
`13
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`Left
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`

`Case 6:21-cv-00984-ADA Document 51-3 Filed 05/24/22 Page 15 of 37
`

`
`
`

`
`reasonably necessary for the Receiving Party to perform its review of the Source
`Code Material consistent with all of the protections herein. The Receiving Party
`must provide the Producing Party with the CD or DVD containing such licensed
`software tool(s) at least ten (10) days in advance of the date upon which the
`Receiving Party wishes to have the additional software tools available for use on
`the Source Code Computer.
`
`No recordable media or recordable devices, including without limitation sound
`recorders, computers, cell phones, peripheral equipment, cameras, CDs, DVDs, or
`drives of any kind, shall be permitted into the Source Code Review Room.
`
`The Receiving Party’s Outside Counsel and/or experts shall be entitled to take
`notes relating to the Source Code Material but may not copy the Source Code
`Material into the notes and may not take such notes electronically on the Source
`Code Computer itself or any other computer.
`
`The Producing Party may visually monitor the activities of the Receiving Party’s
`representatives during any Source Code Material review, but only to ensure that
`no unauthorized electronic records of the Source Code Material are being created
`or transmitted in any way.
`
`No copies of all or any portion of the Source Code Material may leave the Source
`Code Review Room except as otherwise provided h

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