1. Metadata Management Case Study Date: 10/21/2008 Dan McCreary President Dan McCreary & Associates dan@danmccreary.com (952) 931-9198 M D Metadata Solutions

2. M D Copyright 2008 Dan McCreary & Associates 2 Overview The Challenge Why XRX is an Ideal Solution Screen Images Results

3. M D Copyright 2008 Dan McCreary & Associates 3 Gartner on Metadata Metadata cast into formal logics will drive interoperability, automation, cost cutting, better search capabilities and new business opportunities. Semantic Web Drives Data Management, Automation and Knowledge and Discovery Alexander Linder March 2005 G00125145

4. M D Copyright 2008 Dan McCreary & Associates 4 The Challenge Allow the business people (not the IT department or developers) to manage all aspects of metadata –Definitions –Approval –ISO/IEC Metadata Registry –Shopping Cart –Wantlist Management –Automatic Form Generation

5. M D Copyright 2008 Dan McCreary & Associates 5 Semantic Triangle Concept Referent Refers To Symbolizes Stands For “cat” Physical Objects A pattern of neural activity in our brain Symbol Ogden, C. K., & Richards, I. A. (1923) The Meaning of Meaning “katze” (German) “gato” (Spanish)

6. M D Copyright 2008 Dan McCreary & Associates 6 Semantic Web Standards Stack URI/IRI Unicode XML Namespaces XML Query XML Schema RDF Model & Syntax Ontology (OWL) Rules/Query Logic Proof Trusted Semantic Web Signature Encryption Source: Tim Berners-Lee www.w3c.org http://www.w3.org/Consortium/Offices/Presentations/SemanticWeb/34.html

7. M D Copyright 2008 Dan McCreary & Associates 7 Example of K-12 Registry

8. M D Copyright 2008 Dan McCreary & Associates 8 A (meta) Data Registry Goal: create semantic maps to a federal & state metadata standard, not many standards R5R5 R2R2 R3R3 R4R4 R6R6 R7R7 RNRN Mapping from Minnesota's metadata registry to N other metadata registries: The O(N 2 ) problem R2R2 R3R3 R4R4 R5R5 R6R6 R7R7 RNRN NIEM Mapping from Minnesota's metadata registry to counties & federal The O(N) problem NIEM

9. M D Copyright 2008 Dan McCreary & Associates 9 Evolving Metadata Standards ISO standards dominate most metadata registries ISO/IEC 11179 MDR GJXDM NIEM ebXML Public Schemas xBRL Minnesota Data Standards Federal XML Naming and Design Rules Non-ISO schemas Federal Data Reference Model (DRM) Federal XML Developer’s Guide (xml.gov) XML UML XMI CWM MOF XML Dept Stds. Division Stds XLink OASIS Standards Doc ISO commercial schemas Future Standards (?) UBL

10. M D Copyright 2008 Dan McCreary & Associates 10 Minnesota Enterprise Technical Architecture Follow established Minnesota metadata standards

11. M D Copyright 2008 Dan McCreary & Associates 11 Build an Inventory of Data Elements Sample Data Element

12. M D Copyright 2008 Dan McCreary & Associates 12 Examples of Federal Meta Data Registries NIEM – National Information Exchange Model GJXDM – Global Justice XML Data Model ebXML – Extensible Business XML UBL – Universal Business Language EPA – Environmental Protection Agency DOD – Department of Defense Metadata Registry xBRL – XML Business Reporting Language

13. M D Copyright 2008 Dan McCreary & Associates 13 Examples of Local Metadata Registries Minnesota Department of Education Registry Minnesota Department of Revenue Property Taxation Registry Financial Institution

14. M D Copyright 2008 Dan McCreary & Associates 14 Property Taxation Example

15. M D Copyright 2008 Dan McCreary & Associates 15 Example: NIEM.gov Fill your shopping cart with Data elements Easily create sub- schemas for different needs

16. M D Copyright 2008 Dan McCreary & Associates 16 Column Table Column Metadata Registry A Registry helps track data source mapping OLTP RDBMS Registry data elements can map to one or more data sources. Concepts usually map to tables and properties map to columns. Mappings can be used to facilitate transfers Mapping can be stored directly in the registry Tools are frequently used to create initial mappings Organizations can create mappings between their internal systems and a central metadata registry Column Table Column Data Warehouse Local Registry or database

17. Metadata Registry Workflow Funnel Create the Registry Define your glossary and data elements Review & make changes Approve & publish by stakeholders Use the Registry Generate data schemas (XML) by selecting and organizing data elements Add new items to the registry as needs change Review & Edit Approve Glossary Of Terms Draft Data Elements Requirements & data needs The registry defines the data we exchange and keeps our need for code changes to a minimum

18. M D Copyright 2008 Dan McCreary & Associates 18 Federated Search Federation: When many different sources can return search results from a single search Business Terms ACORD Data Elements RDMS Columns Other Standards WebSite Terms Search

19. M D Copyright 2008 Dan McCreary & Associates 19 Federated Search Results

20. M D Copyright 2008 Dan McCreary & Associates 20 Metadata Shopper

21. M D Copyright 2008 Dan McCreary & Associates 21 Why XRX? Metadata is complex Many nested structures Metadata needs to be quickly customized to meet the needs of different stakeholders Data governance is a collaborative process

22. M D Copyright 2008 Dan McCreary & Associates 22 Before XRX Staffing/Skills –XML Schemas –XSLT to transform data elements into HTML –DBAs to create RDBMS tables and indexes –One or more Java Developers –HTML Forms and Reports –CSS –Reporting tools (Crystal Reports etc) –Limited form functionality (no AJAX) Six people, 9 months $250,000 to $500,000

23. M D Copyright 2008 Dan McCreary & Associates 23 After XRX Skills –XForms, REST and XQuery Steps –Import data definitions from spreadsheets and XML sources –Create data element registry –Create shopping cart tools with XForms –Generate XML sub-schemas for importing into document exchanges –Higher quality user experience (suggest items) One Person Three Months: $40,000

24. M D Copyright 2008 Dan McCreary & Associates 24 Thank You! Please contact me for more information: Metadata Management Metadata Registries Service Oriented Architectures Business Intelligence and Data Warehouse Semantic Web Native XML Databases Dan McCreary, President Dan McCreary & Associates Metadata Strategy Development dan@danmccreary.com (952) 931-9198