Modeling & managing metadata for greater productivity
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October 30, 2006 © copyright Jean L. Graef 2006 1
Modeling & managing metadatafor greater productivity
Jean GraefThe Montague InstituteJean.graef at montague.com(413) 367-0245
October 30, 2006 © copyright Jean L. Graef 2006 2
Agenda
Definitions How to build a metadata model Metadata repository example Two examples Tips
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What is metadata?
Content attributes: author, title, subject People attributes: name, title,
affiliation, expertise Data attributes: created, updated,
source Subject attributes: source, meaning,
relationships Object attributes: source, location, cost,
condition
Examples: Recipes
Examples: Reference
Examples: Reference
Examples: Grocery shopping
Examples: MarketResearch
Examples: MarketResearch
Examples: Selling food additives
Examples: Food allergies
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Who uses metadata?
Programs Search engines Other applications
Humans Authors Site administrators Indexers Readers/visitors
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What is productivity?
Profit generated / employee salary Saving time Generating new insights
Knowledge work activities writing reports buying products solving problems developing new intellectual assets sharing data/information
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Why manage metadata?
Accessibility (to humans & programs) Consistency (apples to apples
reports) Understanding (new
insights/perspectives) Time savings (finding, analyzing,
using)
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The management problem
Limitations of existing models Print publishing Database publishing Web publishing & search engines
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Managing metadata for print
Who benefits, who pays? Consumers of information products Publishers (production, marketing) Taxpayers (taxonomy creation) Individuals (peer review, standards,
authors)
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Managing metadata for the Web
Need for speed Immature market mechanism Fragmented & immature support
system “End user” is not the metadata
customer No “governance” system
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What’s a model?
High level blueprint for identifying, mapping, & maintaining attributes
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How is it used?
Metadata management blueprint Which activities need metadata Who creates & uses metadata Who “owns” and updates metadata Metadata characteristics &
relationships How to transform/normalize
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Kinds of models
High level, conceptual map Business process diagram Metadata sources/uses table Detailed metadata characteristics Metadata relationships
Prospec ting Q ualify ing Dem o Contrac t
Lead Qualified Lead Short List
Sales rep
Application & Technology Consultants
Network & Hardware
Telemarketer
Produc t des c ription R FPIndus try analys is
Tec hnical spec sFeature lis tAllianc e polic iesIndus try analys isC om pany bac kground
R eleas e s c hedulesPric ing/c ontrac t polic iesSupport polic ies
us ers
proc es s
c ontent
Pre-Sales Environm ent in a Com puter System s Integration Firm
Re g io nIn d u strySize
Pro d u ct fe atu re sCo mp e tito rs
Pro d u ct fe atu re sPartn e rsCo mp e tito rs
Pro d u ctsPartn e rsCu sto me rs
m etadata
Business process model
Metadata relationships
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1. Building a metadata model
users
processcontent
X
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2. Building a metadata model
Objective Internal domains
External domains
Stakeholders
Food-relatedadvertising
MarketingSalesFinance
ConsumersAdvertisers
InvestorsMedia buyersCooks
Chemical sales
R&DMarketingSalesFinance
FDAFood manufacturers
InvestorsPurchasing agents
Mitigate allergyIllnesses
OutreachFinance
Food manufacturersMedical community
PatientsDoctorsFood marketers
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3. Building a metadata model
recipe
ingredients instructions
plan menu
Main ingredientCuisinePrep methodSeason/occasionCourse/mealDishSpecial consider.
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4. Building a metadata model
recipe
ingredients instructions
plan menu Food allergies
appliances
problems
Food shopping
ingredients
Symptom – diagnosis - remedy
Symptom – diagnosis - remedy
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5. Building a metadata model
Type Example
Metadata
Source Use
Ingredients
Additives & supplements
Food SIC codes Market research
Ingredients
Moon (K) Product Products taxon
Samples form
Ingredients
Milk Ingredients Food taxon Food menus
Ingredients
Arm & Hammer
Brands Brands taxon
Food marketing
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6. Building a metadata model
Identification
Search & browse
Use management
DocumentManagement
Samples ordering
ID numberDate createdLanguageVersion
Common nameScientific name
Authorized byAccess rightsUse history
Record IDDisposal statusRetention schedule
Customer IDProduct IDOrder dateOrder status
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7. Building a metadata model
Name Mandatory?
Repeatable?
Entry value
Reference
Default value
Source
ID Yes No System
N/A No System
Product Yes No Select ProductTaxon
No Userinput
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8. Where to store metadata?
File system Application Integrated enterprise system Metadata repository
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File system
File type
File Access
procedure
DocPDFexe
ProgramWordAcrobatSystem
Double clickSearch
Metadata:
File nameFile pathCreate dateModified dateThumbnail
File system
Application
DefaultDirectory
File Access
procedure
ProgramWordDreamweaverInDesign
OpenEditDeleteBrowse
Metadata(Properties):
File nameThumbnailProgramCreatorLicenseeCustom
Application
Enterprise system
Portal
Search
Content creation
Security
Collaboration
Contentarchives
Application interface
metadata
metadata
metadatametadata
metadata
metadata
Metadata repository
Metadata repository
Rules
SearchSearch
PortalPortal
E-commerceE-commerce
Service KBService KB
RBDMSRBDMS
Web sitesWeb sites
Local archivesLocal archives
ApplicationsContent sources
Metadata repository
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Case studies
Montague Institute Triple bottom line reporting
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Montague Institute
Two periodicals Montague Institute Review Knowledge Base Editor’s Digest
Membership organization Who’s reading what? What’s happening? Who’s using what? Payments, passwords, renewal status
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Montague Institute
Contacts
Billing Messages
Thesaurus
A – Z index
Passwords
DocumentsStatistics
Organizations
Countries
Products
Digest
A – Z index
A – Z index
Search with thesaurus
Related articles
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Triple bottom line reporting
Social – environmental – economic Global Reporting Initiative Many stakeholders, many vocabularies
Sweatshops Oil spills
Performance indicators “Thematic models” (diversity,
productivity) “Eco-efficiency” ratings
Tran sp o rtationPo licy
Re d u ceCo n su me r
De man d
M o b ility 2001critiq u e
F o rd 'sTh in k M ob ility
Prog ram
Ele ctr ic carsfo r a irp o rttran sp ort
F u e lco sts o f
M o re o p tio n sfo r th e d isab le d
su itab lemo d e ls
Co rpo rate
marke tin gfo re casts
EPA ratin g sfo r su itab le
v e h icle s
M o b ility 2001re po rt
G M M o b ilityAd v iso r
G M sale sfo r th e
d isab le d
White space map
Mapping terms
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Metadata & productivity
Must have (financial reports, catalogs)
Save time (doc archives, indexes) Minimize risk (mapped thesauri,
themes) Increase revenues (expertise
locators)
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Tips
Show don’t tell Prototypes Examples Avoid technical terms (i.e. metadata,
taxonomy)
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Tips
Use an open architecture Avoid metadata “lockup” in
proprietary systems Use metadata repository Devote resources to integration
» Structural (i.e. databases, XML)» Intellectual (concept mapping)
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Tips
Don’t think “user” Buyer Customer Activist Developer Project team member
Cultivate “boundary spanners”
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Tips
Set priorities Certify content Service portfolio management
Broaden perspective Risk Business models & trends Interdisciplinary teams Information food chain
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Tips
Develop a metadata business model Author incentives Editorial standards Collaboration: standards, integration Metadata as a service Look for “indirect” metadata
customers» Tech support» Market research» Investor relations
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More info
Montague Institute Reviewhttp://www.montague.com/review/review.html
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