Presentation is loading. Please wait.

Presentation is loading. Please wait.

Metadata Strategies Alternatives for creating value from metadata Tom Reamy Chief Knowledge Architect KAPS Group Knowledge Architecture Professional Services.

Similar presentations


Presentation on theme: "Metadata Strategies Alternatives for creating value from metadata Tom Reamy Chief Knowledge Architect KAPS Group Knowledge Architecture Professional Services."— Presentation transcript:

1 Metadata Strategies Alternatives for creating value from metadata Tom Reamy Chief Knowledge Architect KAPS Group Knowledge Architecture Professional Services

2 2 Agenda  To Metadata or not to Metadata  Issues and Approaches to Metadata  Infrastructure Solution – Metadata Contexts – Tools – People  Why an infrastructure Solution? – Decreasing cost and increasing value  Conclusion

3 3 Metadata about Metadata: Two Sources  Global Corporate Circle DCMI 2003 Workshop – Importance of Metadata – Difficulty of implementation and justification  KAPS Group Experience – Consulting, Taxonomy & Metadata, Strategy – Knowledge architecture audit – Partners – Inxight, Convera, etc. – Intellectual infrastructure for organizations Knowledge organization, technology, people and processes Search, CM, portals, collaboration, KM, e-learning, etc

4 4 To Metadata or not to Metadata That is the Question  Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous search results  Or to take up metadata against a sea of irrelevance  And by organizing them find them?  Why not Metadata? – Costly - $200K to set up, maintenance costs – Difficult to do Missing, incorrect, confusing, inconsistent Poor quality metadata can make search worse

5 5 To Metadata or not to Metadata That is the Question  Why Metadata?  Metadata is expensive – only if unique job every time  Not metadata is even more expensive? – $8,200 per employee per year – IDC – 1,000 people - $2.5 mil a year lost  Need more sophisticated ROI – Saved time per search – Easy to measure, hard to believe – Use relative not absolute numbers 60 people years for metadata for 1 million documents 6,000 people years to write = 1% – Regulatory and Legal requirements – Stories – business needs, improvements

6 6 Metadata Issues and Approaches: Alternatives  Metadata, we don’t need no stinking metadata – Condemned to wander search results lists forever – Need to answer these people  KA Team – Consultants – Costly, Still need to maintain  Automatic metadata (clustering & categorization) – Uneven, poor quality  Author generated metadata – Uneven quality, inconsistent – Cultural – getting authors to want to do it

7 7 Metadata Issues and Approaches: Alternatives Content Value Tiers - Rosenfeld  Different levels of metadata for different documents – Not too much, not too little, just right  High value documents get full metadata, others less  Criteria: authority, strategic value, popularity, currency, reusability  Practical solution, rule, focus on business value  BUT – doesn’t answer how to do metadata, simply limits problem  AND – adds some new problems

8 8 Metadata Issues and Approaches: Alternatives Content Value Tiers - Rosenfeld  Who decides what is good content? – Publishers, Authors, KA Team – Political and Quality Issues  Objective – metrics of use – Popularity is not high value – High impact if not found – Who decides which measure to use?  Authority, popularity, etc. are metadata – Almost as much effort to decide what is good as add metadata  Points in the right direction – multiple approaches

9 9 Infrastructure Solutions: The Right Context  No one solution – Can’t answer content questions from perspective of content alone – need to understand users and activities and organization  Context – understanding your context – Match amount of metadata to value – Match type of metadata to content and use – Lower the cost and increase the value  The problem is not that metadata initiatives have been too complex, it’s been that they have been too simple. – Metadata is more than adding keywords as an afterthought  For same or less effort, you can go from metadata that makes search worse to a set of solutions

10 10 Infrastructure Solutions: The Right Context  Content – structured & unstructured, external & internal  Taxonomies, Metadata and Controlled Vocabularies – Standards, best practices  Publishing Policy and Procedures  Technologies – search, portals, CM, applications  People – Central Team and Subject matter experts – Communities of users and information behaviors  Business processes and requirements

11 11 Infrastructure Solutions: Metadata Contexts  Why are you adding metadata? – Ranking for Retrieval – lower value – Context – dynamic browse, multiple views – Get content to users - agents  Metadata Standards – matching the level and unit of organization, – Paragraph – XML, RDF – High value, training – Document – Titles, keywords – Collection – Publisher, Functions – Facets, low cost Documents into metadata

12 12 Infrastructure Solutions: Metadata Contexts  Keywords – most difficult Common terms, unique terms, aboutness terms Need to do it right and completely to get real value  Keywords - Need Taxonomy, Controlled Vocabulary – Enhance quality, consistency – Supports author generated metadata  Value from all fields – Titles and Descriptions – Balance of system and description – Publisher and Author – Automated and easy – DocumentType – FAQ’s, Policy Doc – support user behavior – Audience – target information, agents – variety of app’s Purpose per Audience

13 13 Infrastructure Solutions: Tools  Content Management – the right place for adding metadata – Metadata generation - Keywords within a taxonomy – Take advantage of automation, rules, work flow – Hybrid and Distributed  Tools for central team – Unstructured Data management, Visualization KA Team reduced costs, improved quality  Applications – Search, Portals, CRM, Text Mining – Need to be able to integrate and apply metadata – Analytics based on meaning, metadata – Faceted search results – high value (Marti Hearst)

14 14

15 15 Example

16 16 Infrastructure Solutions: People  Central Team supported by software and offering services – Creating, acquiring, evaluating taxonomies, metadata standards, vocabularies – Input into technology decisions and design – content management, portals, search – Socializing the benefits of metadata, creating a content culture – Evaluating metadata quality, facilitating author metadata – Analyzing the results of using metadata, how communities are using – Research metadata theory, user centric metadata – Design content value structure – more nuanced than good / poor content.

17 17 Infrastructure Solutions: Why?  Needed to implement any alternative approach – Justification for metadata - measure and present realistic ROI – Supplement consultants – Integrate automated and author supplied metadata – Integrate content tiers into broader context  Needed for tailoring solutions to organizations  Metadata as add on to a search engine purchase will fail  Most cost effective way to produce valuable metadata  Needed to support variety of cognitive behaviors – Monkey, Panda, Banana

18 18 Infrastructure Solutions: Why?  Decrease the cost of creating metadata – Tools and Processes Content management, categorization and visualization software Large batch of legacy content Spread the cost – automation, author, central team – Leverage intellectual infrastructure elements – taxonomies, controlled vocabularies, metadata standards – Increase cost of not adding metadata – policy and culture, but support with software

19 19 Infrastructure Solutions: Why?  Increase the value of creating metadata – Better quality metadata Categorization experts and subject matter experts – Beyond Search and relevance ranking Multiple facets – contextual, entity, concept, document type Dynamic classification – intersection of 2 subjects Applications – integrated metadata for portals, agents, etc Personalization by categorization – Beyond content – people metadata: Community personalization, information behaviors Community categorization

20 20 Infrastructure Solutions: What if I can’t get there from here?  First Step – Create an infrastructure strategic vision – Including metadata standards  KA Team – can be part time, needs official recognition  Content Management is essential  Don’t start with keywords  Buy or develop taxonomies, controlled vocabularies  Relevance ranking as last resort – Best bet metadata – Browse and dynamic classifications – Faceted Displays  Think Big, Start Small, Scale Fast

21 21 Conclusion  You wouldn’t run a company without organizing your employees and computers, why think you can create information access without organizing your information?  More metadata, not less.  Better Metadata – Better metadata system – Better values in fields – Better value from metadata – Better processes for creating metadata

22 Questions? Tom Reamy KAPS Group Knowledge Architecture Professional Services


Download ppt "Metadata Strategies Alternatives for creating value from metadata Tom Reamy Chief Knowledge Architect KAPS Group Knowledge Architecture Professional Services."

Similar presentations


Ads by Google