WPC(. 4Ko<]<آ8ɌK^rKh@@:T vcU:j % 0@nXP 0z N" w$ 4( ( #< ^   m 0U* 0 0h 0N 01 0 0 0 0 0Cs 0 0 0a 02 0 0 0 0X 0@ 0X 0, 0 0 0 0^ 0# 0 !U@"" 1" 0cw# 0w# 1Q$ 1$ 1_% 1% 0Nm&&& 1u& 728'8' 0j'j'8f(UN( 0D((((U@0)0)0) 0p)p)p)p)p)p)p)p) D-* 0K3*~* AD+D+D+D+D+D+D+D+D+D+ D5+ B, 05,5,5,5, AS,- 0D-<6X9`("Courier 10cpiX(n3$ @ !*X` 0X*   3|c<6X9`("Courier 10cpiXx6X@8;X@* `(CG TimesScalableXXw P7XP(R@ $*X` 0X*  e]7XX\\TXSH\42DC-Front1-P1-PA.HO.SDTX0~^7 U*+ (_2623  ..*G+M (_25   /%` ` hp x /23  ..  5+ ` hp x 5  *D+M (_24   ," hp x ,23  ..  5+ ` hp x 5  *A+M (_23  ` ) hp x )23  ..  5+ ` hp x 5  *>+M (_22   &hhp x &23  ..  5+ ` hp x 5  *;+M (_21   #p x #23  ..  5+ ` hp x 5  *8+M (_20  h  p x 23  ..  5+ ` hp x 5  *5+M (_19   pp x 23  ..  5+ ` hp x 5  *2+M (_18    x 23  ..  5+ ` hp x 5  * (_1723  Ԁ*GM (_16   /%` ` hp x /23  Ԁ  5+ ` hp x 5  *DM (_15   ," hp x ,23  Ԁ  5+ ` hp x 5  *AM (_14  ` ) hp x )23  Ԁ  5+ ` hp x 5  *>M (_13   &hhp x &23  Ԁ  5+ ` hp x 5  *;M (_12   #p x #23  Ԁ  5+ ` hp x 5  *8M (_11  h  p x 23  Ԁ  5+ ` hp x 5  *5M (_10   pp x 23  Ԁ  5+ ` hp x 5  (2M &_9    x 23  Ԁ  5+ ` hp x 5  ( &_823  (GM &_7   /%` ` hp x /23   5+ ` hp x 5  (DM &_6   ," hp x ,23   5+ ` hp x 5  (AM &_5  ` ) hp x )23   5+ ` hp x 5  (>M &_4   &hhp x &23   5+ ` hp x 5  (;M &_3   #p x #23   5+ ` hp x 5  (8M &_2  h  p x 23   5+ ` hp x 5  (5M &_1   pp x 23   5+ ` hp x 5  &2M $_    x 23   5+ ` hp x 5   )*X` 0X*   _ @ ,!_,XX+,],,,!_"US .!#+XX,+,]m#@3(9 Z(Times New Roman 0aCEMU]cks{AutoList1(a)(i)(a)A.(a)(a)(a)(a)(;3$2#  0  .3  0  (O;$0  2#  a  .3  0` (#(#0ECEKQW]cioAutoList21.A.1.1.1.1.1.1.(UhCEKQW]cioAutoList31.1.1.1.1.1.1.1.(uhCEKQW]cioAutoList51.1.1.1.1.1.1.1.(hCEKQW]cioAutoList61.1.1.1.1.1.1.1.(O$ 3#37=CIQYag1.a.i.(1)(a)(i)1)a)7i)(%2i$ @ !*X` 0X*   X79XXXBXlxXXX79  0  0 ` http://www.txs.uscourts.gov(9 Z6Times New Roman Regular(#$  0  (9 Z(Times New Roman (n3$ @ !*X` 0X*   )!dxdx( $ Figure  1  Level 1Level 2Level 3Level 4Level 5OENM I&mage <=8C HKKKK[[[[)!dxdx d(n3$ @ !*X` 0X*   a\EbZE<<CLevel 1Level 2Level 3Level 4Level 5($$   1  @ !*X` 0X*   _+XXXX+]X+X*8==XXdd8     @ "INTHEUNITEDSTATESDISTRICTCOURT     @ "FORTHESOUTHERNDISTRICTOFTEXAS  @+HOUSTONDIVISION  _____________________________,@.    6,XX0X` X6   `  Plaintiff,@3   @3   v.@3..>(#CIVILACTIONNO.H________   @3   ____________________________,@3      `  Defendant.@3   @3 @P P !ORDERSETTINGSCHEDULINGCONFERENCE,  @ &PROPOSEDSCHEDULINGORDER,  @. . "SCOPEOFPERMISSIBLEDISCOVERYAND  @*DIRECTIVETOCONFER     TheCourtissuesthisOrderinpreparationforthe ________,200_ ,InitialCase  ManagementConferenceinthispatentinfringementcase.Thefollowingarehereby   ORDERED .     PROPOSEDDATESFORSCHEDULINGORDER     ProposeddatesfortheSchedulingOrderinthiscasewillbediscussedatthe  conference.ThepartiesaredirectedtomeetandconferinaccordancewithFed.R.Civ.P. ! 26(f)andRule21oftheRulesofPracticeforPatentCasesintheHoustonDivisionofthe # SouthernDistrictofTexas( P.R.,availableatUnitedStatesDistrictCourtfortheSouthern %!! DistrictofTexasCourtwebsite 4< v4O  5  www.txs.uscourts.gov6 4O4   7 Rb  )nolaterthan ten(10)days before '## theconference.Thepartiesmustfilenolaterthan five(5)businessdays beforethe ) %% conferencea JointCaseManagementPlansettingforththeinformationrequiredinP.R. +'' 21and,inbrief,theirdisagreements,ifany,onthescheduleandprocedurestogovernthis  case.ThepartiesalsomustsubmitwiththePlanadraftSchedulingOrderusingthetemplate  forpatentcasesontheDistrictswebsite.    DISCOVERYORDER    *   AttheSchedulingConference,thepartiesmaymakerequestsand/orsuggestionsto   theCourtregardingdiscovery.Intheinterim,afterareviewofthepleadedclaimsand   defensesinthisactionandinfurtheranceofthemanagementoftheCourtsdocketunder   Fed.R.Civ.P.16,theCourtissuesthefollowing DISCOVERY ORDER :    1.0  Disclosures. InconjunctionwithdisclosuresunderFed.R.Civ.P.26(a),andwithout  awaitingadiscoveryrequest,eachpartymustdisclosetoeveryotherpartythe  followinginformation:(#(#  -(a037 ".3"    .32a(  a  )3  0 `   thecorrectnamesofthepartiestothelawsuit;.3݌` (#` (# Ќ    ".3"    .32a(  b  )3  0 `   thename,address,andtelephonenumberofanypotentialparties;.36݌ ` (#` (# Ќ    ".3"    .3'2a(  c  )3  0 `   thelegaltheoriesand,ingeneral,thefactualbasesofthedisclosingpartys  claimsordefenses(thedisclosingpartyneednotmarshalallevidencethatmay  beofferedattrial);.3'`݌` (#` (# Ќ    ".3"    .32a(  d  )3  0 `   thename,address,andtelephonenumberofpersonshavingknowledgeof   relevantfacts,abriefstatementofeachidentifiedpersonsconnectionwiththe ! case,andabrief,fairsummaryofthesubstanceoftheinformationknownby " suchperson;.3)݌#` (#` (# Ќ    ".3"    .3 2a(  e  )3  0 `   anyindemnityandinsuringagreementsunderwhichanypersonorentitymay %!! beliabletosatisfypartorallofajudgmententeredinthisactionorto &"" indemnifyorreimburseforpaymentsmadetosatisfythejudgment;.3 C݌'##` (#` (# Ќ    ".3"    .32a(  f  )3  0 `   anysettlementagreementsrelevanttothesubjectmatterofthisaction;.3,݌)%%` (#` (# Ќ    ".3"    .3$2a(  g  )3  0 `   anystatementofanypartytothelitigation;.3$]݌+ ''` (#` (# Ќ   ,$((  0(E00-! ! 2.0  AdditionalDisclosures. (#(#   (a)0 ` Eachpartymustprovidetoeveryotherpartythefollowinginformation: ` (#` (#    ` (_i_)0 thedisclosuresrequiredbytheCourtsPatentRulesinaccordancewith  thedeadlinessetforthinsaidrules;  (# (#    ` (ii)0 totheextentthatanypartypleadsaclaimforreliefordefensivematter   otherthanthoseaddressedinthePatentRules,withinfortyfive(45)   daysaftertheSchedulingConferenceorthedatetheSchedulingOrder    isissuedbytheCourt,andwithoutawaitingadiscoveryrequest,acopy   ofalldocuments,datacompilationsandtangiblethingsinthe   possession,custody,orcontrolofthepartythatarerelevanttothose   additionallypleadedclaimsordefensesinvolvedinthisaction;and  (# (#    ` (iii)0 withinfortyfive(45)daysaftertheproductionofinformationunder  P.R.34(c),acompletecomputationofanycategoryofdamages   claimedbyanypartytotheaction,makingavailableforinspectionand   copying,thedocumentsorotherevidentiarymaterialsonwhichsuch   computationisbased,includingmaterialsbearingonthenatureand   extentofinjuriessuffered;andauthorizationsnecessarytoobtainfrom   thirdpartiesdocumentsonwhichthecalculationsarefounded.  (# (#    (b)0 ` Iffeasible,counselmustmeettoexchangetheseandanyotherdisclosures   requiredbythisOrder;otherwise,suchdisclosuresmustbeservedasprovided  byFed.R.Civ.P.5.` (#` (#   (c) 0 ` Bywrittenagreementofallparties,alternativeformsofdisclosuremaybe  providedinlieuofpapercopies.Forexample,thepartiesmayagreeto   exchangeimagesofdocumentselectronicallyorbymeansofcomputerdisk; ! orthepartiesmayagreetoreviewandcopydisclosurematerialsattheoffices " oftheattorneysrepresentingthepartiesinsteadofrequiringeachsideto # furnishpapercopiesofthedisclosurematerials.$ ` (#` (#   (d) 0 ` NotificationoftheCourt. Thepartiesmustpromptlyfileanoticewiththe &"" Courtthatthedisclosuresrequiredunderthisorderhavetakenplace,butno '## detailisrequired.($$` (#` (#  1(Uh800! ! ".3"  .37'2Uh  3  .3  0    TestifyingExperts .Bythedate(s)providedintheSchedulingOrder,inadditionto *&& theinformationprovidedinthePatentRules,eachpartyshalldisclosetotheother +'' partiesforeachtestifyingexpert:.37'd'݌,(((#(# Ќ    (a) 0 ` theexpertsname,address,andtelephonenumber;` (#` (#   (b) 0 ` thesubjectmatteronwhichtheexpertwilltestify;` (#` (#   (c) 0 ` thegeneralsubstanceoftheexpertsmentalimpressionsandopinionsanda   briefsummaryofthebasisforthem,oriftheexpertisnotretainedby,   employedby,orotherwisesubjecttothecontrolofthedisclosingparty,   documentsreflectinginformationsuchas: ` (#` (#    ` (_i_) 0 whethertheexpertisretainedby,employedby,orotherwisesubjectto   thecontrolofthedisclosingparty;  (# (#    ` (ii) 0 alldocuments,tangiblethings,reports,models,ordatacompilations   thathavebeenprovidedto,reviewedby,orpreparedbyorforthe  expertinanticipationoftheexpertstestimony;and (# (#    ` (iii) 0 theexpertscurrentresumeandbibliography. (# (#  4.0  DiscoveryLimitations .Discoveryislimitedinthiscasetothedisclosuresdescribed  inParagraphs13togetherwith60interrogatories;60requestsforadmissions;a  reasonablenumberofrequestsforproductionorinspectionnot_duplicative_Ԁofthe  PatentRulesdisclosures;depositionsoftheparties;depositionsonwrittenquestions  ofcustodiansofbusinessrecordsforthirdparties;anddepositionsofthreeexpert  witnessesperside. Sidemeansapartyoragroupofpartieswithacommon  interest.Ifpartiesseekdepositionsofthirdpartywitnessesoradditionalexperts,the  partieseithermustagreeorraisetheissuewiththeCourt.(#(#  5.0  PrivilegedInformation .Thereisnodutytodiscloseprivilegeddocumentsor   information.However,thepartiesaredirectedtomeetandconferconcerning !  privilegeddocumentsorinformationaftertheSchedulingConference." (#(#   (a) 0 ` BythedateprovidedintheSchedulingOrder,thepartiesmustexchange $  privilegelogsidentifyingthedocumentsorinformationandthebasisforany %$!! disputedclaimofprivilegeinamannerthat,withoutrevealinginformation &$"" itselfprivilegedorprotected,willenabletheotherpartiestoassessthe '$## applicabilityoftheprivilegeorprotection.($$$` (#` (#   (b) 0 ` Ifthepartieshavenodisputesconc_erning_Ԁprivilegeddocumentsor *$&& information,thenthepartiesmustinformtheCourtofthatfactbythedate +('' providedintheSchedulingOrder.,(((` (#` (# _ԇ   (c) 0 ` ApartymaymovetheCourtforanordercompellingtheproductionofany  privilegeddocumentsorinformationidentifiedonanyotherpartysprivilege  log.Ifsuchamotionismade,thepartyassertingtheprivilegemustfilewith  theCourtwithinthirty(30)daysofthefilingofthemotiontocompelproofin  theformofdeclarationsoraffidavitstosupporttheirassertionsofprivilege,  alongwiththedocumentsoverwhichprivilegeisassertedforincamera   inspection. ` (#` (#  6.0  PretrialOrderandAccompanyingDisclosures .Bythedateprovidedinthe   SchedulingOrder,eachpartymustprovidetoeveryotherpartythematerialsand    disclosuresregardingtheevidencethatthedisclosingpartyintendstopresentattrial   asrequiredbytheformPretrialOrder(AppendixBtotheLocalRulesoftheSouthern   DistrictofTexas),whichinformationmustincludebutnotbelimitedtothefollowing: (#(#   (a) 0 ` WitnessLists:Thenameand,ifnotpreviouslyprovided,theaddressand  telephonenumber,ofeachwitness,separatelyidentifyingthosewhomthe   partyexpectstopresentattrialandthosewhomthepartymaycalliftheneed   arises. ` (#` (#    (b) 0 ` DepositionDesignations : Thedesignationofthosewitnesseswhosetestimony   isexpectedtobepresentedbymeansofadeposition,withdesignationstothe  transcripts.` (#` (#   (c) 0 ` ExhibitListsandCopies:Allexhibitsmustbepremarkedseparately  identifyingthosewhichthepartyexpectstoofferinitscaseinchiefandthose  whichthepartymayofferiftheneedarises.` (#` (#     (d)0 ` Objections,togetherwiththegroundstherefor,tolivewitnessesanddeposition  designationsbyanotherpartyundersubparagraph(b)above.Objectionsnot   sodisclosedaredeemedwaivedunlessexcusedbytheCourtforgoodcause ! shown."` (#` (#   (e) 0 ` Objections,togetherwiththegroundstherefor,toauthenticationand/or $  admissibilityofexhibitsidentifiedundersubparagraph(c)above.Objections %!! notsodisclosedaredeemedwaivedunlessexcusedbytheCourtforgood &"" causeshown.'##` (#` (#   (f) 0 ` LegalMemorandaandRelatedMaterial:)%%` (#` (#    ` (i) 0 Benchtrials : proposedfindingsoffactandconclusionsoflawwith +'' citationtoauthority;,(( (# (# Ї   ` (ii) 0 Jurytrials : jointproposedjuryinstructionswithcitationtoauthority,  andproposedverdictform. (# (#  7.0  Signatures. ThedisclosuresrequiredbythisOrdermustbemadeelectronicallyor  inwritingandsignedbythepartymakingthedisclosures. NOTE: Signaturesbythe  partyorcounselconstituteacertificationthat,tothebestofthesignersknowledge,   informationandbelief,suchdisclosureiscompleteandcorrectasofthetimeitis   made. (#(#  3(h881! ! 8.0  ProtectiveOrders. Thepartiesmaysubmitaproposedprotectiveorder,preferably   usingtheformProtectiveOrderforuseinpatentcases(availableattheDistricts   website),toensuretheconfidentialityofpartiesmaterialsismaintainedduringthis   casetotheextentfeasible.Toproposemodificationstotheform,seeP.R.22. (#(#  9.0  RulesofPractice .TheFederalRulesofCivilProcedure,theDistrictsLocalRules,  andtheDistrictsLocalPatentRulesapplyinthiscase,unlessotherwiseordered.The  DistrictLocalRulesandtheLocalPatentRulesareavailableattheDistrictswebsite.(#(#  10.0  DiscoveryDisputes .Counselaredirectedtoadheretoproceduresofthepresiding  judgeforbringingdiscoverydisputestotheCourtsattention.(#(#  11.0  NoExcuses. ApartyisnotexcusedfromtherequirementsofthisDiscoveryOrder  becauseithasnotfullycompleteditsinvestigationofthecase,orbecauseit  challengesthesufficiencyofanotherpartysdisclosures,orbecauseanotherpartyhas  notmadeitsdisclosures.Absentcourtordertothecontrary,apartyisnotexcused  fromdisclosurebecausetherearependingmotionstodismiss,toremandortochange  venue.Partiesassertingthedefenseofqualifiedimmunitymaysubmitamotionto  limitdisclosuretothosematerialsnecessarytodecidetheissueofqualifiedimmunity.(#(#  12.0  EFiling. ExceptforgoodcauseshownorasprovidedintheLocalRules,all ! documents(withtheexceptionofcorrespondenceandthosedocumentsreferencedin "  theDistrictsLocalRules)incasespendinginthisCourtmustbefiledelectronically. #  Thefileineachcaseismaintainedelectronically.NeithertheClerksOfficenorthe $  CourtwillmaintainapaperfileexceptasprovidedintheDistrictsLocalRules.% !!(#(# 0  Whenfilingelectronically,theCourtprefers: ' ##(#(#    ` (a)0 thatdocumentsbepublishedtoPDFandthenfiledwiththeCourt, )%% ratherthanfilingscanneddocuments;and*"&& (# (#  _ +"''    ` (b) 0 proposedordersbeincludedasattachmentstomotions,not   incorporatedwithinthefiledmotionandnotfiledasaseparatedocket  entry. (# (#  13.0  DutytoSupplement .AfterdisclosureismadepursuanttothisOrder,eachpartyis  underadutytosupplementorcorrectitsdisclosuresimmediatelyifthepartyobtains   informationonthebasisofwhichitknowsthattheinformationdisclosedwaseither   incompleteorincorrectwhenmade,orisnolongercompleteortrue. (#(#  14.0  CourtesyPaperCopies. 󀀀Thepartiesmustcomplywiththepresidingjudges    proceduresforcourtesycopies. (#(#  15.0  HearingNotebooks. Unlessadifferenttimeormethodisprovidedbythepresiding   judgeorintheSchedulingOrderinthiscase,the_movant_ԀistoprovidetheCourt,no   laterthanten(10)daysbeforeanymotionhearing,anoriginalandonecopyofa  hearingnotebookcontainingallmotionpaperswiththecorrespondingdocket  numbersoneachandallpleadingsandexhibitsappropriatelytabbed.(#(#  16.0  SealedDocuments. (#(#   (a)0 ` Thefilingofsealeddocumentsisdisfavored.However,theCourtwill  accommodatepartiesdesiretosealdocuments if thematerialsbeingfiledare  genuinelyconfidentialorproprietary.` (#` (#   (b)0 ` TheClerksOfficewilldocketthe titleofallsealeddocuments(butnotthe  contentsofthedocument)ontheCourtscasemanagementsystem unless a  motionrequestingotherwiseisreceivedfromoneormorepartieswithin ten  (10)daysfromthedateofthisnotice. ` (#` (#   SIGNEDatHouston,Texas,this___ dayof________________,200_.  !     `       `  򀀀 '$##    `  [JUDGESNAME] ($$$    `  UNITEDSTATESDISTRICTJUDGE )$%%    `