Zen Bubble

Zen Bubble

Delta Group Presentation

Jemily ChangDavid Chen

Yueh-Lin ChenJon Geraghty

Pam Kilborn-Miller

IMT 589 - Winter 2006

March 11, 2006 IMT 589 - Delta 2

What is Bubble Tea?

– 1985, Taiwan – Bubble Tea, also known as Boba Tea, consists

of a mixture of iced or hot sweetened tea, milk, and possibly other flavorings.

– Flavors: Passion fruit, Taro, Mint, Plum, …


Scope

• Zen Bubble Tea Corporation

• Number of Employees: ~2,500

• Franchise Locations: Major cities in North America and Asia

• Products: Bubble tea and accessories


Problem Statement

• Zen Bubble is growing rapidly, especially in Asia and major metropolitan areas in North America

• The product development department frequently releases new recipes

• Management training programs are in high demand

• All personnel need fast access to company information, such as product and training announcements


Zen Bubble Solution

• Intranet portal

• Metadata schema facilitates access to the following information:- The Company

- Employees

- Franchises

- Supplier information

- Training program


Personas

New Employee

New Franchise Owner

HR Administrator


The Zen Bubble Schema


Goals

• Facilitate the training for employees to meet business and career advancement needs

• Provide access to both online and printed documentation, such as curriculum materials, new recipes and product promotion materials


Challenges

• Return on investment

• Reusability

• Extensibility

• Ease of use

March 11, 2006 IMT 589 - Delta 10

Approach• Combined all the evaluation criteria • Established scope, goal and scenario• Bottom up vs. Top down

– Derived elements from role group criteria– Consulted SchemaLogic– Set up classes and sub-classes– Clustered reusable elements

• Key considerations– Necessity – Redundancy– Cost – Extensibility

• Iterative process

March 11, 2006 IMT 589 - Delta 11

March 11, 2006 IMT 589 - Delta 12

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Zen Bubble Schema

• 8 classes– BusinessEntity, ContentDescription, Contact,

Documentation, Geography, Person, Product, TrainingProgram

• 9 sub-classes– FranchiseStore, Supplier– Recipe, Careerpath, Event, TrainingMaterial– Employee, Instructor– Beverage

• 58 elements, 38 reusable

March 11, 2006 IMT 589 - Delta 15

March 11, 2006 IMT 589 - Delta 16

Classes and Sub-classes

Business Entity

Person

Product

Training Program

Geography

Documentation

Contact

Content Description

Franchise Store

Supplier

Recipe

Training Material

Event

Career Path

Instructor

Employee

Beverage

March 11, 2006 IMT 589 - Delta 17

Reusable ClassesBusiness Entity

Person

Product

Training Program

Geography

Documentation

Contact

Content Description

Franchise Store

Supplier

Recipe

Training Material

Event

Career Path

Instructor

Employee

Beverage

March 11, 2006 IMT 589 - Delta 18

Reusable ElementsElement Class / Subclass

Identifier Documentation

Person-Employee

Training Program

Business Entity

Product

Ingredient.name Business Entity-Supplier

Documentation-Recipe

Product-Beverage

PositionTitle Documentation-CareerPath

Person-Employee

Product.name BusinessEntity-FranchiseStore

BusinessEntity-Supplier

Product

Documentation-Recipe

Relation.reference Documentation-Event

BusinessEntity

Rights.accessrRight ContentDescription

Person-Employee

Unit Person-Employee

Documentation

March 11, 2006 IMT 589 - Delta 19

Special Features

• Leverage machine processing to reduce labor costs

• Controlled vocabularies that are easy to use

March 11, 2006 IMT 589 - Delta 20

Special Features

• Use elements to match people with documents for tighter security

- Element for content

- Element for people

• Documentation class is designed for print and online documentation only and serves as a company library

March 11, 2006 IMT 589 - Delta 21

Persona

• I am a new employee

• I need to know…– Employee benefits– Career path to be a manager – Training programs and materials

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Elements & Evaluation Criteria

Person-Employee

Benefit

CourseFinished (S2)

PayRate (S2)

PositionTitle (S1, S2, H5)

Rights.accessRight (C7, E3, H1, H6, I2, I4)

Rights.role (C7, S2, H5, H6, I3)

…

Documentation

ContentDescription

Identifier (E2)

Unit (S2, H5, C6)

Documentation-CareerPath

CourseRequired (S2)


ContentDescription

Date.issued (C5, S1, E1, E4, H2)

DC.Creator (C4, E1, E3, I5)

DC.Description (C4, E4, E5, E6)

DC.Publisher (H7, I5)

DC.Subject (C2, C6, S1, S2, S6, E1, E2, E6)

DC.Type (C2, S1, S2, E4, E5, I1)

Rights.accessRight ( C7, E3, H1, H6, I2, I4)

Title (E1)

…

March 11, 2006 IMT 589 - Delta 23


TrainingProgram

Geography

TrainingMaterial

ContentDescription

Relation.isRequiredBy (S2)

Instructionalmethod (S2)

Coverage (C2, S1)

Identifier (E2)

Documentation

ContentDescription

Identifier (E2)

Unit (S2, H5, C6)

Documentation-TrainingMaterial

Language.subtitle

Language.verbal

ContentDescription






DC.Type (C2, S1, S2, E4, E5, I1)


Rights.accessGroup (S2, H5, H6, I3)

Title (E1)

…

March 11, 2006 IMT 589 - Delta 24

Persona

• I am a new franchise owner

• I need to know how to…– Get started!

– Find suppliers

– Contact other franchise owners

– Access revenue reports

March 11, 2006 IMT 589 - Delta 25


BusinessEntity

Contact

Geography

Business.name (H5, H8)

BusinessEntity-Supplier

Contact.position (S1)

Product.name (S2)

Ingredient.name (S2)

Documentation

ContentDescription

Identifier (E2, H4)

ContentDescription






DC.Type (C2, S1, S2, E4, E5, I1)


Title (E1)

…

Contact

Contact.address (S1)

Contact.email (E3)

Contact.name

Contact.phoneNumber

Geography

Geography.city (S1,S2)

Geography.country (S1, S2)

Geography.zipCode (S1)

March 11, 2006 IMT 589 - Delta 26

Persona

• I am a HR administrator

• I need to…

– Arrange training courses for new recipes

• List of assistant managers

• List of metropolitan areas with more than 5 stores

– Find management candidates from North

America for an open position

– Find training programs in Seattle

March 11, 2006 IMT 589 - Delta 27


BusinessEntity

Contact

Geography

Business.name

Person

Contact

Person.firstname

Person.lastname

Person-Employee

…

CourseFinished (S2)

Identifier (E2, H4)


Status.employee (S2)

Unit (S2, H5)

…

Documentation-CareerPath

CourseRequired (S2)


Geography




Contact

Contact.address (S1)

Contact.email (E3)

Contact.name

Contact.phoneNumber

March 11, 2006 IMT 589 - Delta 28


Geography




TrainingProgram

Geography

TrainingMaterial

ContentDescription

Relation.isRequiredBy (S2)

Instructionalmethod (S2)

Coverage (C2, S1)

Identifier (E2)

ContentDescription

DC.Contributor (I5)





DC.Type (C2, S1, S2, E4, E5, I1)


Title (E1)

…

March 11, 2006 IMT 589 - Delta 29

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Return on Investment

• Each element has its own ROI• Focus on training will grow revenue• Increase efficiency

– Information on demand– Extensibility

• Decrease cost– Machine processing vs. human processing– Easy tagging– 38 out of 58 elements are reusable

March 11, 2006 IMT 589 - Delta 31

Criteria not addressed by schema

• End user (5, 7)

• Search and Navigation (4, 7)

• Integration (9, 10)

March 11, 2006 IMT 589 - Delta 32

Obstacles

• What roadblocks did you run into?– Difficult to create a schema for an

organization that does not exist– Misunderstanding of the root class idea– The librarian tendency to go into great detail

• Were there any areas you couldn’t address effectively?– Lack of experience in business operations

March 11, 2006 IMT 589 - Delta 33

Obstacles

• People– Metadata experienced– Metadata novices

• Technical issue– SchemaLogic

March 11, 2006 IMT 589 - Delta 34

Lessons Learned

• Chasing our tails– Content vs. element– Classes– YOU HAVE TO STEP BACK!

• Mission impossible – No schema can encompass everything– No element can be used across all classes

• Project team– Need comprehensive knowledge

March 11, 2006 IMT 589 - Delta 35

Lessons Learned

• Criteria

– Which is most important?

• The purpose of metadata is to facilitate the

information accessibility not to drive the user

crazy

• Librarians’ announcement:

“We’ve always used schemas designed by other

people.”

NOW, IT’S OUR TURN!!!!!!

March 11, 2006 IMT 589 - Delta 36

SchemaLogic Experience• Good

– Introduced the concept of reusability – Opportunity to review the elements, classes, and their relationships– Ability to define the data type helped us think about its value– Combining all the control vocabularies removes gaps and overlap

• Bad – System is not stable– Response time is slow– Can not display the classes and the elements together– Can not delete classes

March 11, 2006 IMT 589 - Delta 37

Resources

• PC Chan and Sammie Chang• Metadata

– Dublin Core Metadata Initiative– Government Information Locator Service– Gateway Education Material

• Business – Bubble Tea Supply http://www.bubbletea.com/

– Boba Direct, Inc. http://www.bobadirect.com/

• Class readings and textbook

http://www.bubbletea.com/

http://www.bobadirect.com/

March 11, 2006 IMT 589 - Delta 38

Zen Bubble

Documents

taiwan bubble tea

boba tea

training announcements

deltathe zen bubble

hot sweetened tea

company information

online documentation

product promotion materialsimt