THOMAS D. THALKEN, Magistrate Judge.
This matter is before the court on the parties' Stipulation and Joint Motion for Protective Order and ESI Protocol Governing the Disclosure and Use of Discovery Materials (Filing No. 76). The parties' stipulation is adopted as set forth herein.
1. As used in the Protective Order, these terms have the following meanings:
2. This Order shall be applicable to and govern without limitation, all information, documents, testimony and/or things, or portions thereof, subject to discovery in this action, which contain non-public information that is, confidential and/or proprietary information and/or trade secret information designated pursuant to the terms of this Order, as well as any secondary material, such as pleadings, written discovery, expert reports, notes, summaries or any other materials that contain and/or describe with particularity such information. Such materials in this case shall be used exclusively for litigating the disputes in this action and not in any other matter.
3. Any Producing Party may designate Disclosure or Discovery Material as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" as long as it meets the requirements for the designations as described below. A Receiving Party actually accessing materials designated "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" shall use such materials, and all information obtained therefrom, solely for the purpose of this litigation, unless the Receiving Party independently acquires such information independently from the designated materials in this action.
4. "The "CONFIDENTIAL" designation is reserved for information (regardless of how generated, stored, or maintained) or tangible things that may be protected under Federal Rule of Civil Procedure 26(c), including information that a Designating Party believes to be of a confidential and/or proprietary business or technical nature and not readily available to competitors, potential competitors, and/or other third parties, or otherwise subject to a condition of confidentiality.
5. Disclosure of "CONFIDENTIAL" Information or Items. Unless otherwise ordered by the Court or permitted in writing by the Designating Party, a Receiving Party may disclose any information or item designated "CONFIDENTIAL" only to:
6. The "CONFIDENTIAL — ATTORNEYS' EYES ONLY" designation is reserved for Protected Material that constitutes or contains trade secrets or other non-public, highly sensitive confidential research, development, technical, business operations, and/or financial information that has not become public, the disclosure of which is likely to cause harm to the competitive position of the producing party; Protected Material obtained from a non-party pursuant to a current Nondisclosure Agreement ("NDA"); and settlement agreements, the disclosure of which is likely to cause harm to the competitive position of the producing party. In determining whether information should be designated as "CONFIDENTIAL — ATTORNEYS' EYES ONLY," each party agrees to use such designation only in good faith.
7. Unless otherwise ordered by the Court or permitted in writing by the Designating Party, a Receiving Party may disclose any information or item designated "CONFIDENTIAL—ATTORNEYS' EYES ONLY" only to:
8. The designation "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" is reserved for any source code (including comments contained therein), object code, RTL, HDL or other hardware description language, schematics, live data (that is, data as it exists residing in a database or databases), or pseudo-source-code (i.e., a notation resembling a programming language but not intended for actual compilation, which usually combines some of the structure of a programming language with an informal natural-language description of the computations to be carried out) (collectively referred to herein as "Source Code"), disclosure of which to another Party or non-Party would create a substantial risk of harm that could not be avoided by less restrictive means. Nothing in this protective order shall be construed so as to (i) obligate the parties to produce source code, (ii) serve as an admission that source code of any type is discoverable in this litigation, or (iii) waive any party's right to object on any ground to the production of source code. In the event that source code is produced in this litigation, source code designated "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" shall be afforded the following additional protections:
9. Prior to the disclosure of any Protected Material pursuant to the Order to any expert witness, consultant, investigator, mediator and/or translator, such expert witness, consultant, investigator, mediator and/or translator shall review and execute the Written Assurance (Exhibit A) and return a signed copy to counsel for the Producing or Designating Party. Counsel for the Producing or Designating Party shall retain a copy of the Written Assurance for a period of five (5) years following entry of a final judgment in this matter. In addition, prior to the disclosure of any Protected Material designated "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY," counsel intending to disclose such material to an expert witness, consultant, and/or investigator designated in paragraphs 7 or 8 without providing notice to the Producing/Designating Party, must confirm in writing that they have obtained from said expert an executed copy of Exhibit A All such affidavits shall be retained for a period of five (5) years following entry of a final judgment in this matter. Such affidavits shall be provided to the Producing or Designating Party during the litigation only upon a showing of good cause. Such affidavits shall be made available to the Producing or Designating Party following final judgment in the litigation for the purpose of enabling the Producing or Designating Party to confirm that no misuse of confidential information has occurred. In the event that any reasonable uncertainty exists as to whether expert witness, consultant, and/or investigator is a competitor of a party, prior to the disclosure of any material designated "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY," counsel intending to disclose such material to said expert witness, consultant, and/or investigator designated in paragraphs 7 or 8 shall first make a written request to the Designating Party that: (1) sets forth the full name of the expert and the city and state of his or her primary residence; (2) attaches a copy of the expert's current resume; (4) identifies the expert's current employer(s); (3) identifies each person or entity from whom the expert has received compensation or funding for work in his or her area of expertise or to whom the expert has provided professional services at any time during the preceding three years.
10. Third Parties. Third parties producing documents in the course of this action may also designate documents as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY," subject to the same protections and constraints as the parties to the action. A copy of the Protective Order shall be served along with any subpoena served in connection with this action. All documents produced by such third parties shall be treated as "CONFIDENTIAL — ATTORNEYS' EYES ONLY" for a period of 14 days from the date of their production, and during that period any party may designate such documents as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" pursuant to the terms of the Protective Order.
11. Draft Reports. Drafts of expert reports and declarations, other writings generated by testifying experts with respect to their work in this case, and communications between outside counsel and experts relating to their work in this case are exempt from discovery in this or any other litigation, unless relied on by the expert as a basis for his or her expert opinion or testimony. Nothing in this Order shall be construed to limit the discovery or examination of expert witnesses concerning documents containing factual information or other factual information relied on by the expert as a basis for his or her final opinions in this case, or compensation received by such expert witness for his or her testimony, if any, including but not limited to disclosures required by Fed. R. Civ. P. 26(a)(2)(B)(vi).
12. Depositions.
13. Any notes, lists, memoranda, indices, compilations, or other documents prepared or based on an examination of "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" material with such specificity that the "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" material can be identified, shall be accorded the same status of confidentiality as the underlying "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" material from which they are made and shall be subject to all of the terms of this Protective Order.
14. Inadvertent Disclosure of Protected Material. Any party who inadvertently fails to identify documents as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" shall have 14 days from the discovery of its oversight to correct its failure. Such failure shall be corrected by providing written notice of the error and substituted copies of the inadvertently produced documents. Any party receiving such inadvertently unmarked documents shall make reasonable efforts to retrieve documents distributed to persons not entitled to receive such documents and exchange them with documents with the corrected designation.
15. Inadvertent Disclosure of privileged material. Any party who inadvertently discloses documents that are privileged or otherwise immune from discovery shall, promptly upon discovery of such inadvertent disclosure, so advise the Receiving Party and request that the documents be returned. The Receiving Party shall return such inadvertently produced documents or certify their destruction, including all copies, within 14 days of receiving such a written request. The party returning such inadvertently produced documents may thereafter seek re-production of any such documents pursuant to applicable law.
16. Use of Protected Material in motion, hearing, or trial. All transcripts of depositions, exhibits, responses to discovery requests, pleadings, briefs, and other documents submitted to the Court which have been designated as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY," or which contain information so designated, shall be filed electronically under seal in accordance with NECivR 7.5 or order(s) of this Court, or if electronic submission is impossible, in sealed envelopes or other appropriate sealed containers on which shall be endorsed the title of this matter, an indication of the nature of the contents of such sealed envelope or other container, the words ""CONFIDENTIAL [or CONFIDENTIAL — ATTORNEYS' EYES ONLY or CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY]" — Under Protective Order" and a statement substantially in the following form:
Prior to disclosure at trial or a hearing of materials or information designated "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY," the parties may seek further protections against public disclosure from the Court.
17. Any party may request a change in the designation of any information designated "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY." Any such document shall be treated as designated until the change is completed. If the requested change in designation is not agreed to, the party seeking the change may move the Court for appropriate relief, providing notice to any third party whose designation of produced documents as "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" in the action may be affected. The party asserting that the material is Protected Material shall have the burden of proving that the material in question qualifies for the designation.
18. The recipient of any "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" material provided under this Protective Order shall maintain such information in a secure and safe manner that ensures that access is limited to the persons authorized under this Protective Order, and shall further exercise at least the same standard of due and proper care with respect to the storage, custody, use and/or dissemination of such information as is exercised by the recipient with respect to its own confidential proprietary information.
19. Any Designating Party may redact from the documents and things it produces matter that the Designating Party claims is subject to attorney-client privilege, work product immunity, a legal prohibition against disclosure, or any other privilege, protection, or immunity. The Designating Party shall mark each document where matter has been redacted with a legend stating "REDACTED," as appropriate, or a comparable notice, and provide a privilege log that identifies the document by Bates No., specifies the basis for the redaction (e.g., type of claimed privilege), the identity of the parties reflected on the document as necessary to support the claim of privilege, and sufficient additional information concerning the document's contents so as to assess the claim of privilege. Where a document consists of more than one page, at least each page on which information has been redacted shall be so marked. The Designating Party shall preserve an unredacted version of each such document. In addition to the foregoing, the following shall apply to redactions of Protected Source Code:
20. Within 60 days of the termination of the Actions, including any appeals, each party shall either destroy or return to the opposing party all documents designated by the opposing party as Protected Material, and all copies of such documents, and shall destroy all extracts and/or data taken from such documents. Each party shall provide a certification as to such return or destruction as within the 60-day period. Attorneys shall be entitled to retain, however, a set of all documents filed with the Court, their work product, all deposition transcripts and deposition exhibits, and all correspondence generated in connection with the action.
21. Any party may apply to the Court for a modification of the Protective Order, and nothing in the Protective Order shall be construed to prevent a party from seeking such further provisions enhancing or limiting confidentiality as may be appropriate.
22. No action taken in accordance with the Protective Order shall be construed as a waiver of any claim or defense in the action or of any position as to discoverability or admissibility of evidence.
23. In no event shall a Receiving Party use Designated Material of a Designating Party for the purpose of preparing or prosecuting any patent application, in the United States or any foreign or international patent office. Outside Counsel who are given access to material designated "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" under Paragraphs 5, 7 and 8 above and who actually access any such material shall not themselves, or on behalf of a party to this action, prepare, counsel or assist others with the preparation, filing, or prosecution of any new patent application in the same field as automated systems and methods for capturing farming operation data in real time using CANbus data collection devices, to process, share, and foster analysis of agronomic data as disclosed in the material designated "CONFIDENTIAL — ATTORNEYS' EYES ONLY," or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" for the duration of this litigation and for a period of one (1) year following termination of this action by settlement or final judgment. Experts who are given access to material designated "CONFIDENTIAL— ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE—ATTORNEYS' EYES ONLY" under Paragraphs 5, 7, and 8 above and who actually access any such material shall not themselves, or on behalf of a party to this action, currently or in the future prepare, counsel or assist others with the preparation, filing, or prosecution of any patent application concerning automated systems and methods for capturing farming operation data in real time using CANbus data collection devices, to process, share, and foster analysis of agronomic data for a period of one (1) year following termination of this action by settlement or final judgment.
24. The obligations imposed by the Protective Order shall survive the termination of this action. Within 60 days following the expiration of the last period for appeal from any order issued in connection with this action, the parties shall remove any materials designated "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" from the office of the Clerk of Court. Following that 60-day period, the Clerk of Court shall destroy all "CONFIDENTIAL," "CONFIDENTIAL — ATTORNEYS' EYES ONLY" or "CONFIDENTIAL SOURCE CODE — ATTORNEYS' EYES ONLY" materials.
25. This Protective Order shall be binding upon the Parties hereto, their attorneys, and their successors, executors, personal representatives, administrators, heirs, legal representatives, assigns, subsidiaries, divisions, employees, agents, retained consultants and experts, and any persons or organizations over which they have direct control.