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SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of a system for accessing information is a direct function of the Intelligence put into organising it." Elaine Svenious, The Intellectual Foundation of Information Organisations (MIT Press, 2001.) Peter Hallett [email protected] 206-280-7475 e American Society for Information Science and Technology, NW Chapte "The Impact of Ubiquitous Information" May 15, 2004 University of Washington
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SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

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Page 1: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

SchemaLogic Copyright 2004 All rights reserved.

Metadata Manifesto:Integration, Reconciliation and Change

of Enterprise Metadata

"The effectiveness of a system for accessing information is a direct function of the Intelligence put into organising it."

Elaine Svenious, The Intellectual Foundation of Information Organisations (MIT Press, 2001.)

Peter [email protected]

206-280-7475

The American Society for Information Science and Technology, NW Chapter

                                                   

"The Impact of Ubiquitous Information"May 15, 2004

University of Washington

Page 2: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Collective Vision: Enterprise Metadata Management

TYPICAL SITUATION Heterogeneous systems; accidental architectures Interoperability/integration projects are costly & slow Federated Search complicated by different terms &

taxonomies (semantics and structures) No governance or re-use process over metadata

PAIN (BUSINESS IMPACT) Finding distributed info is hard (unsatisfactory Search or

Navigation) Combining data is hard; diff versions of truth (bad reporting/BI) IT is slow to respond (delays innovation & time-to-market) Data quality/risk exposure (errors, failed audit)

Page 3: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

The META Group contributes to the Manifesto

"Firms should seek one version of the truth by ensuring that common data and metadata are shared across applications to guarantee consistency." John Van Decker, META Group

"Development of a consistent set of metadata schema and quality control of the same remain the most critical elements associated with content creation and capture."

Andrew Warzecka, META Group

"Companies are beginning to experience taxonomy creep, as they deploy multiple content management systems across the enterprise and the frequency of taxonomy updates required by these distributed systems accelerates."

Tim Hickernell, META Group

Page 4: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Integration is expensive and slow

People can't find their stuff Colloquialisms impede

exchange Duplic. & variance hurt data

quality Change is slow and costly Poor coordination, process

control & governance

Metadata

Metadata

Metadata

Metadata

Metadata

Metadata

Pain Caused by "Accidental Architecture"

Page 5: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Vision: Coordination, Visibility, Re-use and Evolution via Active Repository & Meta-Model

Technical Outcome Catalog of syntax & semantics across IT A visible, rationalized and unified meta-model Enterprise-standard Taxonomy; re-use across

apps Vocabularies/Thesauri available to Search

systems Collaboration & dependency analysis Rules-driven change mgt and auto-

synchronization

Business Outcome Easier to find information (“findability”) Faster, more accurate reporting (intelligence) Greater responsiveness (business agility) Control & transparency (governance)

Metadata

Metadata

Metadata

Metadata

Metadata

Page 6: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

BabeBabe

Root Problem: Metadata "families"- Reconcilable Differences in Semantics & Structures

Cust_IDCustomer#Client_noCUST1

Severity = 1Sev_Code = A

PRICE:COST:

• Contributor• Author

One Concept: different expressions

One Expression:

different concepts

Duration = 1Duration = 1

Ambiguity

Page 7: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Unified Informatio

n Model

Unified, Coordinated, Cross-system approach is Necessary (spans data, content & XML systems)

Metadata

Metadata

Metadata

Metadata

Metadata

Content ManagementSystems

DatabaseSystems

Portals

Enterprise Search

Technical Requirements:• Cross-system Repository• Reconciliation of views• Re-use of standards• Dependencies visible• Stewardship/Governance• Change management• SynchronizationApplications

Page 8: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Establish a Shared Source of Metadata, Schema, Taxonomies, Vocabs (high value 1st)

SEARCH

DATABASE

CUSTSERVAPPS

ERP

FINANCE XML

SYSTEMS

PORTAL

CONTENTMGT

REPORTSBI

Shared Source of

METADATA, SCHEMA &

TAXONOMIES

Functionality:

Pockets of disparate metadata are managed as one: consistency, re-use, variation is coordinated

Benefits: • Change easier, faster & cheaper• Less variance boosts data quality• Transparency and governance• Improved cross-system retrieval• Cost-reduction • Agility; IT responsiveness

Page 9: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Collaboration, Reconciliation and Change Mgt are key in a Managed Metadata Environment

SchemaServer

Database

Web Service

Modeling Tools

Spreadsheets, doc's and Enterprise Content

Management

 

EAI, Web Services, XML

Applications, CRM, ERP, data warehouse, BI &

Analytics

E-Commerce, Web Sites, Portals

Third Parties – customer, vendor, government agencies

Metadata Sourcing

MetadataIntegration

Metadata Management

Metadata Delivery

Admin Web Client

Business UserOther Clients

Modeling Tools

Spreadsheets, doc's and Enterprise Content

Management

EAI, Web Services, XML

Applications, CRM, ERP, data warehouses, BI &

Analytics

E-Commerce, Web Sites, Portals

Third Parties – customer, vendor, government agencies

Metadata Marts

• Catalog• Reuse• Reconcile• Change• Synchronize

Active MetadataRepository

with concepts here from David Marco

Page 10: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Tools help reveal Dependencies and Impacts, with Stakeholders the loop; auto Synchronize

Workflow-Driven Change Mgt; rules-driven, e.g. "consent"

Email Notification and Web form for approval; audit trail

Impact Analysis shows dependency, who/what is affected and approves potential change before a change is made

Role-based permission management provides data stewardship process with ownership and accountability:

Owner Stakeholder Subscriber

Page 11: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Reference Story$31B Consumer Products Manufacturer

SchemaLogic Results…

Managing and synchronizing metadata provides up to 80%-90% cost reduction for updates

Fewer defects and less variation drives higher quality of information across the Enterprise

Better metadata and taxonomies improves information access; "findability" and navigation

Governance and control, with chosen amount of departmental/local autonomy

Bottom Line: Greater ROI on Divisional Content Management System, Dramatic Cost Reduction

SchemaLogic Solution… Enterprise-wide solution to coordinate, reconcile

and synchronize metadata (taxonomy) standards. Shared, actively managed metadata repository,

with defined and visible workflow for metadata sourcing, management and delivery

SituationStellent implementation – currently at 40

instances and scaling to 100

Mandate for standard corporate taxonomy

Organizational PainCannot manage metadata across multiple

lines of business/instances

No change control process or governance to manage and deliver metadata changes

Cumbersome process to re-tag content to reflect business changes in metadata

Pain Drivers300 brands sold in 140 countries –

multiple names, vocabs & languages

Growing sites without no added staff

Ability to launch products constrained by IT

Hard for end-users to "find their stuff"

Example: Shared Taxonomy/Vocabularies Product List and Geographies for a Fortune-50 Manufacturer

Page 12: SchemaLogic Copyright 2004 All rights reserved. Metadata Manifesto: Integration, Reconciliation and Change of Enterprise Metadata "The effectiveness of.

Copyright ©2004 SchemaLogic

Metadata Manifesto: Activism & Technology for information architecture and superior ROI

Goal: manage, coordinate, maintain shared metadata & taxonomy Workflow: Import>Integrate>Manage>Synchronize Benefits: findability, interoperability, agility, cost reduction… Challenge: How to drive the metadata manifesto internally?

"Enterprise Information Architecture" project Managed Metadata Environment Shared Metadata Services Enterprise Taxonomy Initiative

Ride the coattails of a funded project Portal Project Content Management System roll-out Business Intelligence initiative, ala "360O View of Customer" Federated Search project

Utopian ideal? No, the CFO needs metrics (how make money, save money?)