1. Implementing Metadata Marjorie M K Hlava, President Access Innovations, Inc. Albuquerque, NM +1-505-998-0800 www.accessinn.com www.dataharmony.com mhlava@accessinn.com

2. 1 Subject metadata 2 3 4 5 6 7 8 9 Indexing Legacy Content Systems Integration Forward-Flow Indexing Using Your Indexing in Search Metadata Maintenance Author Submission Enhanced Search Analytics

3. 1 Subject Metadata - Taxonomy Construction Critical Building Block for Semantic Activities

4. Essential Component of Successful Metadata Strategy A controlled vocabulary* Authority file Taxonomy Thesaurus Ontology …forms the basis of semantic initiatives. More than a repository of indexing terms, a taxonomy should: Outline the field or area of business Illustrate the relationships between concepts Describe the areas of expertise of authors, staff, editors, users, customers Drive analytics that enable data-based decisions 1 Subject Metadata - Taxonomy Construction Critical Building Block for Semantic Activities Subject Metadata

5. 2 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics

6. 2 Apply subject metadata to the repository of content Greatest early tangible benefit of metadata development. Semantically enrich content with subject terms to enhance search and browse capabilities Analyze legacy content to produce data for analysis and to enable data-based decisions Add an author name disambiguation routine to this process associates each unique author with the topics on which they publish process we call “Semantic Fingerprinting” Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Indexing Legacy Content

7. 3 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow

8. Metadata Management is Middleware designed to integrate with the production platform. Integrations with o Publishing platforms o CMS applications. o Article submission systems o Websites o Etc. Incorporate call-outs to the Metadata from inside any of them via API or web service calls 3 Systems Integration Incorporate Indexing Software into Workflow Systems Integration: Incorporating the Metadata and Indexing Tools into Existing Publishing Pipeline

9. 4 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine- Aided Process

10. Call the metadata servers at many: Send content (daily, or in real time) to be automatically indexed and return enriched content Suggest taxonomy terms in real time to a human indexer Batch index legacy content …and many other uses. The goal is to streamline the entire process by making it as efficient as possible while adding accurate subject metadata you can leverage during various points in the publishing cycle. 4 Forward Flow Indexing (New Content) Automated or Machine- Aided Process Forward-Flow Indexing: Simplify the Metadata and Subject Indexing Process in the Content Production and Posting Cycle

11. 5 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine-Aided Process Search Presentation Layer for Web Leverage Indexing for Search & Browse

12. 5 Implement the Metadata Enriched Data in Search to Leverage Your Semantic Indexing Leverage your semantic indexing by producing a rich search and browse environment for your users to provide faster, more accurate search results. In the presentation layer (Website) Use it in the search or web presentation layer Search Presentation Layer for Web Leverage Indexing for Search & Browse Using Your Indexing in Search

13. 6 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine- Aided Process Search Presentation Layer for Web Leverage Indexing for Search & Browse Taxonomy/Metadata Maintenance Iterative Refinement of Vocabulary

14. 6 Keeping it Up-to-date Subject metadata is a living document and must be maintained to ensure maximum effectiveness over time. Your taxonomy will need to be updated as: New concepts are introduced into your field Your content base expands to cover new topics Terminologies and usage practices change over time Indexing is reviewed and adjustments are made Taxonomy/Metadata Maintenance Iterative Refinement of Vocabulary Metadata Maintenance

15. 7 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine- Aided Process Search Presentation Layer for Web Leverage Indexing for Search & Browse Taxonomy/Metadata Maintenance Iterative Refinement of Vocabulary Metadata-Based Add-Ons Auto-Editor/Reviewer Assignment, &c.

16. SmartSubmit suggest keywords from the taxonomy to authors right when they submit new content Allows authors to suggest missing terms Use indexing to assign peer reviewers Use to auto bin editors to Journals via subject-appropriate content Get early data on what topics are being submitted for publication 7 Metadata-Based Add-Ons Auto-Editor/Reviewer Assignment, &c. Author Submission

17. Semantic Fingerprinting Extract and normalize author and institution names from your data Associate each author and institution (journal, book, etc.) with the topics on which they publish and build subject profile for each Great for characterizing entities for sales and marketing purposes 7

18. 8 Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine- Aided Process Search Presentation Layer for Web Leverage Indexing for Search & Browse Taxonomy/Metadata Maintenance Iterative Refinement of Vocabulary Metadata-Based Add-Ons Auto-Editor/Reviewer Assignment, &c. Metadata-Based Search Features Type-Ahead Functions Content Recommender

19. Metadata-Driven Options Leverage the metadata to allow your users to Browse the taxonomy for topics and return relevant content Power a type-ahead box in search Recommender Engine: You can also use the subject metadata to drive users to content with the same topical indexing as the content they’re viewing Rather than a behavior-based recommender Amazon promotes content based on other users Recommend content based on subject areas tagged 8 Metadata-Based Search Features Type-Ahead Functions Content Recommender Enhanced Search

20. Taxonomy Construction Critical Building Block for Semantic Activities Semantic Enrichment (Indexing Legacy Content) Classifies Content for Use in Search/Analytics Systems Integration Incorporate Indexing Software into Workflow Forward Flow Indexing (New Content) Automated or Machine- Aided Process Search Presentation Layer for Web Leverage Indexing for Search & Browse Taxonomy Metadata Maintenance Iterative Refinement of Vocabulary Metadata-Based Add-Ons Auto-Editor/Reviewer Assignment, &c. Metadata-Based Search Features Type-Ahead Functions Content Recommender Metadata-Enabled Data-Driven Analytics Investigate Content, Authors, Users, &c. 9

21. Make data-based decisions with analytics and visualizations empowered by your metadata and semantic enrichment See topics trending Over time By publication By author and institution By user behavior Understanding your content drives sales and marketing, content curation, and editorial decisions. The possibilities are endless. Metadata-Enabled Data-Driven Analytics Investigate Content, Authors, Users, &c. Analytics 9

22. Thanks! Questions? Marjorie M K Hlava, President Access Innovations, Inc. 4725 Indian School Rd, Ste. 100 Albuquerque, NM 87110 +1-505-998-0800 www.accessinn.com www.dataharmony.com mhlava@accessinn.com