Rule 26.General provisions governing discovery
Group V: Depositions and Discovery · Not amended since adoption on record · Last verified July 13, 2026
Full Text of Rule 26
Notes
Note: This is the language of Federal Rule 26(a) as amended August 1, 1983. The second part was added to address the problem of duplicative, redundant, and excessive discovery by encouraging judges to identify instances of needless discovery and to limit the uses of the various discovery devices accordingly. This rule changes State procedure by permitting discovery by deposition upon written questions and also mental and physical examinations.
Note: This is the language of Federal Rule 26(b). It is substantially equivalent to the language of Circuit Court Rule 87B with minor editorial changes. In particular it has the same scope of discovery--"relevant to the subject matter."
Note: This is the language of the Federal Rule 26(b)(2) and authorizes discovery of insurance agreements by any discovery method. Circuit Court Rule 90(e) presently authorizes an interrogatory to discover the names and addresses of all insurance companies which have liability insurance relating to the claim and the numbers and amounts of the policies. Thus, this language does not produce any significant change in existing State practice.
Note: This is the language of Federal Rule 26(b)(3). There is no equivalent Circuit Court Rule on this subject although there is existing common law providing similar protection. This provision is added to clarify and standardize the law on the issue. A party may obtain without the required showing a statement concerning the action or its subject matter previously made by that party. Upon request, a person not a party may obtain without the required showing a statement concerning the action or its subject matter previously made by that person. If the request is refused, the person may move for a court order. The provisions of Rule 37(a)(4) apply to the award of expenses incurred in relation to the motion. For purposes of this paragraph, a statement previously made is (A) a written statement signed or otherwise adopted or approved by the person making it, or (B) a stenographic, mechanical, electrical, or other recording, or a transcription thereof, which is a substantially verbatim recital of an oral statement by the person making it and contemporaneously recorded.
Note: This is a continuation of paragraph (b)(3), of the Federal Rule and provides for the discovery of statements by parties and witnesses. This is comparable to Circuit Court Rule 90(e)(1) which provides for the discovery of the existence of statements taken from witnesses.
Note: Rule 26(b)(4) is based upon the comparable Federal Rule. The language is changed to permit discovery of an expert expected to testify at trial by any means and without any special showing of need. There is also a requirement that the party is not required to disclose an expert casually or informally consulted or one consulted but not specially employed. This is similar to the result reached under the federal rules and its Advisory Notes to 26(b)(4)(B). 26(b)(4)(C) is changed to require a party producing an expert for deposition to do so in this state. The discovering party is specifically made responsible for reasonable fees and expenses incurred in traveling to this state, as well as the time spent in responding to the discovery.
Note to 1986 Amendment: This amendment to Rule 26(b)(4)(C) replaces the "manifest injustice" standard with that of "good cause shown" to conform to similar references to the standard for controlling discovery practice in other Rules.
Note to 2024 Amendment: The amendment adding new paragraph (b)(4)(D) incorporates portions of the 2010 changes to Federal Rule 26(b)(4)(C), which provide additional protection for communications between lawyers and expert witnesses. The amendment will allow a freer exchange of information with an expert in the process of developing her thoughts and opinions and allow the consideration of the mental impressions of a lawyer without having to disclose those. These protections do not apply to the extent the lawyer and the expert communicate about matters that fall within the three exceptions in subdivisions (b)(4)(D)(i), (ii) and (iii).
Note to 1996 Amendment: Rule 26 is amended to add paragraph (b)(5) requiring a party to notify the other parties that it is withholding information otherwise discoverable on grounds of privilege or work product. The party must also provide sufficient information to enable other parties to evaluate the applicability of the claimed privilege or protection. The rule does not specify the detail required which will depend upon the facts of each case. The rule applies to material otherwise discoverable, and does not require disclosure of information that is privileged. A motion challenging the claim of privilege or work product normally is decided by the court after an in camera inspection of the materials. Non-parties have a similar obligation when responding to a subpoena under Rule 45(d)(2), SCRCP, and there is similar language in the comparable federal rules.
Note to 2011 Amendment: The amendments to Rules 16, 26, 33, 34, 37 and 45 of the South Carolina Rules of Civil Procedure concerning electronic discovery are substantially similar to the corresponding provisions in the Federal Rules of Civil Procedure. The rules concerning electronic discovery are intended to provide a practical, efficient and cost-effective method to assure reasonable discovery. Pursuit of electronic discovery must relate to the claims and defenses asserted in the pleadings and should serve as a means for facilitating a just and cost-effective resolution of disputes.
Note to 2011 Amendment: The amendments to Rules 16, 26, 33, 34, 37 and 45 of the South Carolina Rules of Civil Procedure concerning electronic discovery are substantially similar to the corresponding provisions in the Federal Rules of Civil Procedure. The rules concerning electronic discovery are intended to provide a practical, efficient and cost-effective method to assure reasonable discovery. Pursuit of electronic discovery must relate to the claims and defenses asserted in the pleadings and should serve as a means for facilitating a just and cost-effective resolution of disputes.
Note: This is the language of Federal Rule 26(c). Exactly the same language was recently adopted as Circuit Court Rule 96.
Note: This is the language of Federal Rule 26(d). There is no equivalent in the Circuit Court Rules. The purpose of the paragraph is to prevent the idea of "priority" in the taking of discovery, resulting in delay. The court however retains power to set the order of discovery if necessary.
Note: This Rule 26(e) is the language of Federal Rule 26(e). A like duty to supplement the special interrogatories permitted under present Circuit Court Rule 90 is imposed by that rule and is substantially the same as the Federal Rule. In these discovery Rules the Federal language is adopted for all discovery except Rule 33(b) standard interrogatories. The Circuit Court Rule 90 provision is retained as to answers to those special interrogatories because the interrogatories are limited in number, the continuing duty to update them is not burdensome, and it preserves the existing State practice.
Note to 1996 Amendment: Rule 26(e) is amended to make applicable the language of Rule 33(b) on the duty to supplement the standard interrogatories to discovery requests under Rule 31 Depositions Upon Written Questions, Rule 33 Interrogatories to Parties, Rule 34 Production of Documents and Tangible Things, and Rule 36 Request for Admission. Discovery requests under these rules are deemed to be continuing and the responding party must update the answers promptly when new information comes to the attention of the party, a representative of the party or counsel. This duty to supplement does not apply to discovery under Rule 30 Depositions Upon Oral Examination. However, there is an additional duty to provide supplemental information on expert witnesses and witnesses with knowledge of the facts of the case regardless of the form of the discovery request. The obligation to supplement prior discovery responses includes the duty to amend or supplement answers which are found to be incorrect or misleading so former subparagraph (e)(2) has been deleted, as has former subparagraph (e)(3) which is now redundant.
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Note to 2011 Amendment: The amendments to Rules 16, 26, 33, 34, 37 and 45 of the South Carolina Rules of Civil Procedure concerning electronic discovery are substantially similar to the corresponding provisions in the Federal Rules of Civil Procedure. The rules concerning electronic discovery are intended to provide a practical, efficient and cost-effective method to assure reasonable discovery. Pursuit of electronic discovery must relate to the claims and defenses asserted in the pleadings and should serve as a means for facilitating a just and cost-effective resolution of disputes.
Note: This language is drawn from the first three sentences of Federal Rule 26(g) and has been slightly modified to incorporate reference to Rule 11. The more strict standard of the Federal Rules contained in Rules 11, 16 and 26 has not been adopted.
Note: This paragraph conforms to Circuit Court Rule 97 and provides that, except for videotaped depositions under Rule 30(h), the requesting party retains the original discovery request and response until it is needed for a motion or trial, then it is filed with the court. Last amended by order dated April 30, 2024.
Plain-English Summary
Rule 26(a) lists the tools of discovery: oral and written depositions, interrogatories, production of documents or things and entry onto land for inspection, physical and mental examinations, and requests for admission. The same subsection gives the court authority to cut back on any of them when the discovery sought is needlessly cumulative or duplicative, obtainable more easily from another source, already pursued enough by the party seeking it, or too burdensome or costly given the case's stakes, the amount in controversy, and the parties' resources. The court can raise this on its own after reasonable notice or in response to a motion for a protective order.
Rule 26(b) sets the scope. Subsection (b)(1) allows discovery of anything nonprivileged that is relevant to the subject matter of the action — a broader net than relevance to the claims or defenses alone — and confirms that information need not be admissible at trial to be discoverable, so long as it appears reasonably calculated to lead to admissible evidence. Subsection (b)(2) makes the existence and contents of a defendant's insurance agreement discoverable, while making clear that disclosure of the agreement is not itself admissible at trial and that an insurance application is not treated as part of the agreement.
Subsections (b)(3) and (b)(4) protect the work of preparing a case. Documents and tangible things assembled in anticipation of litigation are discoverable only on a showing of substantial need and undue hardship in getting the substantial equivalent elsewhere, and even then the court must shield the mental impressions, conclusions, opinions, or legal theories of an attorney or representative. Prior statements by a party or witness are the exception — those can be obtained without that showing. For experts, an expert expected to testify at trial can be discovered by any method, subject to fee-shifting rules for depositions and additional protection for attorney-expert communications: those communications are shielded except to the extent they cover the expert's compensation, facts or data the attorney supplied that the expert considered, or assumptions the attorney supplied that the expert relied on. A non-testifying expert retained only for trial preparation is discoverable only through Rule 35(b) or on a showing of exceptional circumstances, and a party need not disclose an expert who was merely consulted informally.
Subsections (b)(5) and (b)(6) address privilege and electronic discovery. A party withholding material as privileged or as trial-preparation material must say so expressly and describe the withheld material well enough for others to evaluate the claim without revealing the protected content itself — the substance of a privilege log requirement. If privileged material is produced by mistake, the producing party can notify the recipient, who must then promptly return, sequester, or destroy it and stop using it until the claim is resolved, with the option to present the material to the court under seal. On electronically stored information, a party need not search sources that are not reasonably accessible because of undue burden or cost, though the requesting party can still show good cause for reaching them, and the court must otherwise cut back discovery whose burden or expense outweighs its likely benefit given the case's stakes and importance.
The remaining subsections round out the mechanics. Rule 26(c) authorizes protective orders on a showing of good cause, with a long menu of options from barring discovery outright to limiting its scope, method, or attendees, or protecting trade secrets. Rule 26(d) confirms that no discovery method takes priority over another and that one party's discovery does not delay another's. Rule 26(e) imposes a duty to supplement responses under Rules 31, 33, 34, and 36, which are treated as continuing through trial, and a separate duty to keep updating the identity of people with knowledge of the case and of expert witnesses regardless of which discovery device produced that information. Rule 26(f) lets the court convene a discovery conference and requires one on a properly supported motion. And Rule 26(g) requires discovery requests, responses, and objections to be signed by counsel or an unrepresented party, which operates as a certification under Rule 11, with the original papers kept by the requesting party rather than filed with the court until they are needed, and eligible for destruction one year after the case finally ends.
Frequently Asked Questions
What discovery tools does Rule 26 make available?
Oral and written depositions, interrogatories, requests to produce documents or things or to enter land for inspection, physical and mental examinations, and requests for admission.
How broad is the relevance standard for discovery under this rule?
Rule 26(b)(1) reaches anything nonprivileged that is relevant to the subject matter of the action, not just to the specific claims or defenses raised, and material need not be admissible at trial to be discoverable so long as it appears reasonably calculated to lead to admissible evidence.
Can I get my opponent's expert's draft report?
Generally no. Rule 26(b)(4)(D) protects communications between a party's attorney and a testifying expert, including draft reports, except for material about the expert's compensation, facts or data the attorney supplied that the expert considered, or assumptions the attorney supplied that the expert relied on.
What do I have to disclose if I withhold something as privileged?
Rule 26(b)(5)(A) requires an express claim of privilege or protection along with a description of the withheld material detailed enough to let other parties assess the claim, without revealing the protected information itself.
What happens if I accidentally produce a privileged document?
Under Rule 26(b)(5)(B), once you notify the receiving party of the claim, that party must promptly return, sequester, or destroy the material and any copies, stop using or disclosing it, and may present it to the court under seal for a ruling on the claim.
Do I have to keep updating my discovery responses as the case goes on?
Rule 26(e) makes discovery requests under Rules 31, 33, 34, and 36 continuing from service until trial, and separately requires prompt updates on the identity of people with knowledge of the case and on expert witnesses, regardless of which discovery method was used.
Can I refuse to search electronically stored information that's hard to reach?
Rule 26(b)(6)(A) allows a party to decline to search sources identified as not reasonably accessible because of undue burden or cost, though a court can still order that discovery on a showing of good cause and may set conditions, including cost allocation.
How do I get a protective order limiting discovery I think is excessive?
Rule 26(c) lets a party or person from whom discovery is sought move for a protective order on a showing of good cause, and the court can choose from a range of protections, from barring the discovery to limiting its scope, method, or the people who may be present.