"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.)
The American Society for Information Science and Technology, NW Chapter
"The Impact of Ubiquitous Information"
May 15, 2004
University of Washington
Metadata Manifesto:
Integration, Reconciliation and Change
of Enterprise Metadata
Peter Hallett
[email protected]
206-280-7475
SchemaLogic Copyright 2004 All rights reserved.
Collective Vision:
Enterprise Metadata Management
TYPICAL SITUATION
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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)
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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)
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
Copyright ©2004 SchemaLogic
Pain Caused by "Accidental Architecture"
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Metadata
Metadata
Metadata
Metadata
Metadata
Metadata
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
Vision: Coordination, Visibility, Re-use and
Evolution via Active Repository & Meta-Model
Technical Outcome
Metadata
Metadata
Metadata
Metadata
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Business Outcome
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Metadata
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Copyright ©2004 SchemaLogic
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
Easier to find information (“findability”)
Faster, more accurate reporting (intelligence)
Greater responsiveness (business agility)
Control & transparency (governance)
Root Problem: Metadata "families"- Reconcilable
Differences in Semantics & Structures
One Concept: different
expressions
Cust_ID
Customer#
Client_no
CUST1
Babe
One Expression:
different
concepts
Ambiguity
• Contributor
• Author
Copyright ©2004 SchemaLogic
PRICE:
COST:
Severity = 1
Sev_Code = A
Duration = 1
Duration = 1
Unified, Coordinated, Cross-system approach is
Necessary (spans data, content & XML systems)
Metadata
Content
Management
Systems
Metadata
Database
Systems
Metadata
Portals
Metadata
Metadata
Enterprise
Search
Applications
Copyright ©2004 SchemaLogic
Unified
Information
Model
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Technical Requirements:
Cross-system Repository
Reconciliation of views
Re-use of standards
Dependencies visible
Stewardship/Governance
Change management
Synchronization
Establish a Shared Source of Metadata,
Schema, Taxonomies, Vocabs (high value 1st)
Functionality:
Pockets of disparate metadata are
managed as one: consistency, reuse, variation is coordinated
SEARCH
DATA
BASE
REPORTS
BI
CONTENT
MGT
Shared Source of
METADATA,
SCHEMA &
TAXONOMIES
CUST
SERV
APPS
ERP
PORTAL
XML
SYSTEMS
Copyright ©2004 SchemaLogic
FINANCE
Benefits:
• Change easier, faster & cheaper
• Less variance boosts data quality
• Transparency and governance
• Improved cross-system retrieval
• Cost-reduction
• Agility; IT responsiveness
Collaboration, Reconciliation and Change Mgt
are key in a Managed Metadata Environment
Metadata Sourcing
Metadata Management
• Catalog
• Reuse
• Reconcile
• Change
• Synchronize
Modeling Tools
Spreadsheets, doc's and
Enterprise Content Management
EAI, Web Services, XML
Metadata Delivery
Modeling Tools
Business User
Other Clients
Admin
Web Client
Spreadsheets, doc's and
Enterprise Content Management
Metadata
Integration
EAI, Web Services, XML
Applications, CRM, ERP, data
warehouses, BI & Analytics
Applications, CRM, ERP, data
warehouse, BI & Analytics
SchemaServer
E-Commerce, Web Sites,
Portals
Active Metadata
Repository
E-Commerce, Web Sites,
Portals
Web Service
Metadata Marts
Third Parties – customer, vendor,
government agencies
Copyright ©2004 SchemaLogic with concepts here from David Marco
Database
Third Parties – customer, vendor,
government agencies
Tools help reveal Dependencies and Impacts,
with Stakeholders the loop; auto Synchronize
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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

Copyright ©2004 SchemaLogic
Example: Shared Taxonomy/Vocabularies
Product List and Geographies for a Fortune-50 Manufacturer
Situation
Stellent implementation – currently at 40
instances and scaling to 100
Mandate for standard corporate taxonomy
Organizational Pain
Cannot 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 Drivers
300 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"
Copyright ©2004 SchemaLogic
Reference Story
$31B Consumer Products Manufacturer
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
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
Metadata Manifesto: Activism & Technology
for information architecture and superior ROI
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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?
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"Enterprise Information Architecture" project
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Ride the coattails of a funded project
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Managed Metadata Environment
Shared Metadata Services
Enterprise Taxonomy Initiative
Portal Project
Content Management System roll-out
Business Intelligence initiative, ala "360 View of Customer"
Federated Search project
O
Utopian ideal? No, the CFO needs metrics (how make money, save money?)
Copyright ©2004 SchemaLogic
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Metadata Manifesto