- 1. Document Repositories & Metadata Richard Beatch Earley
& Associates
2.
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- Focus: Information Architecture (IA) Services
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- Personnel: Twenty core team consultants, plus a network of
other top industry experts
About Earley & Associates, Inc.
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- Organizing Principles based on business context and goals
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- Four Pillars - People, Content, Process, and Technology
3. Core Capabilities Enterprise Search, Portal Design,
Collaboration Web Content Management Workflow Management Security
& PrivacyManagement Rights Management Records Management
Website Navigation, Search & SEO Digital Asset Management
Taxonomy, Metadata, & Usability 4. Core Capabilities
- Document/Content/Management:
- Strategy and requirements planning
- Taxonomy, Metadata, Object modeling
- Lifecycle and workflow planning
- Technology selection, RFP development
- Taxonomy development (for e-commerce, faceted search, ECM, DAM,
enterprise taxonomy, thesauri)
- Taxonomy evaluation and testing
- Taxonomy governance and training
- Metadata standards development
- Digital Asset Management:
- DAM technology evaluation
- Asset lifecycle management
- Marketing resource management (MRM)
- Information Architecture/Usability:
- Usabilitystudies(site,navigation,taxonomy)
- Search audit and user testing
- Search strategy and ROI analysis
- Taxonomy for faceted search and search optimization
- Search and business intelligence
- Search technology evaluation/tool selection
5. About Me
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- Senior Consultant at Earley & Associates, Inc.
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- Specialized in Taxonomy, Search, Metadata, and content
architecture.
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- Extensive industry experience leading the implementation and
design of taxonomies and search solutions for a range of companies
including Apple, McAfee, Allstate, Dell, and AT&T.
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- Blog: http://sethearley.wordpress.com/
PAGE 6. The Challenge
- Suppose you have roughly 1 Million scanned documents entering
your document management system each week
- Suppose you want users to be able to find them in the future so
as to conduct your business
PAGE 7. The result
- H:DocStoreCaliforniaClaimsAutoPoliceRepPhotosDR65876KL
- H:DocStoreCaliforniaClaimsAutoPoliceRepPhotosDR64876KL
- H:DocStoreCaliforniaClaimsAutoPoliceRepPhotosDR64879DL
- H:DocStoreCaliforniaClaimsAutoPoliceRepPhotosDW72876KL
- Multiplied by (roughly) 250K each week
PAGE 8. Why should I care about access anyways?
- Access in order to do business, e.g., process an insurance
claim
- Access for regulatory needs
- In short, to either generate revenue or save money
PAGE 9. How do we access th isinformation now?
PAGE 10. Why Ad Hoc approaches still fail:
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- Wow what a cool photo can I re-use it?
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- Yeah sure let me get a copy and send it over
11. Document Management to the Rescue
- Ad Hoc Sharing frustration bubbles up to the surface
- Business recognizes the need and the potential cost savings
over time
PAGEWe need a document management system 12. But we all know the
answer:
PAGE 13. But how do you expectmeto find content? PAGEPrint
Websites Social Media Ted's Print Projects 2009 Home_.html Facebook
new ideas 14. Taxonomy & Metadata For Findability
- Type : Magazine Advertisement
- Target Demographic: Parents
PAGE
- Have discipline problems?
- Trouble paying attention in school?
- Trouble getting along with others?
- Maybe its time to find out how Settletra can help
15.
- Structured data that describes the attributes of an information
package (Taylor, 1994)
- Helpsmanage & shareinformation
Metadata a refresher Document Component Data Metadata can be
applied at any level Library 2009 16. I am metadata 17. Types of
metadata Structural Administrative DescriptiveTaxonomy can apply in
any category What is it? What is it about? What is it called? When
was it created? Who owns it? Whats its status? What parts does it
have? 18. Types of metadata Structural Administrative
DescriptiveTaxonomy can apply in any category Subject Title
Document type Description Date created File type Review date
Publication Status Is_Part _Of Requires Parent_Object 19.
- Taxonomy is applied to content as metadata
Taxonomy as metadata Press Release Item Types Press
PressReleases Logos Press Kits Taxonomy IRESSA Brands ELAVIL IRESSA
Isabout Is a Date created May-15-2009 Document name IRESSA
Recommended... Item Type Metadata Document type Document 20. Uses
for Metadata
21. Identification
- Globally unique identifiers
- Single or federated registries (directories)
- Choice of what to identify
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- Manifestation of work (US version, German version, etc.)
- General or content type-specific
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- Book publishing: ISBN, ISTC
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- Music: ISWC, ISRC, ISMN, GRid
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- All content types: DOI, Handle
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- Internet resources: URL, URN, URI
22. Discovery
- Enable searching, querying, categorization
- Basic identifying information
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- Identifying information from Dublin Core schema: Title Creator
Publisher Format
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- Descriptive information from Dublin Core schema: Subject
Description
23. Discovery Standards
- Basic bibliographic: Dublin Core
- Magazine articles (print & online): PRISM
- Journal articles (online): CrossRef
24. Structural
- Describe logical structure of content
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- Ideally without defining output appearance
- Allow content to be fed to predefined templates for production
& distribution
- Replacements for old markup languages(TROFF, SCRIPT, etc.)
25. Structural Standards
- Web pages: XHTML HTML that can be validated through an XML
parser
- Technical documentation (book form): DocBook
- Technical documentation (modular): DITA
26. Rights
- Establish rights that can be conveyed to user
- Define rights that you own or can grant
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- From ODRL 1.1 Permission Elements: display print play execute
sell lend give lease modify excerpt
27. Rights Standards
- DRM-based distribution: ODRL, MPEG REL/XrML
- Website indexing/search: ACAP
- Downstream reuse rights: Creative Commons
28. Product
- Describe characteristics of product
- Allow separation of content from product
- Product metadata standard: ONIX (books)
29. The Holy Grail PAGETaxonomy & Metadata Governance &
Content Strategy submission retrieval 30. Why stop there? PAGE 31.
Perhaps we can do better
- This is ALL just metadata
- Different users can focus on what is valuable to them:
- The good news: this used to cost a fortune.Not anymore.
PAGE 32. Conclusion
- Managing large and changing document repositories is
challenging.
- File stores and databases alone cannot provide for genuine
findability.
- Semantically rich metadata can provide for findability through
search.
- Shifts in the costs of faceted navigation make eCommerce-style
searching a real option within the enterprise.
PAGE 33. Communities & Events
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- Taxonomy:www.finance.groups.yahoo.com/group/TaxoCoP
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- SharePoint
IA:www.tech.groups.yahoo.com/group/SharePointIACoP
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- Search:www.tech.groups.yahoo.com/group/SearchCoP
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- Taxonomy Community of Practice series
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- Technology Showcase series
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- www.earley.com/webinars/technology-showcase
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- www.earley.com/webinars/jumpstarts
34. Communities & Events
- SharePoint IA
Group:http://tech.groups.yahoo.com/group/SharePointIACoP/
- Taxonomy
Group:http://finance.groups.yahoo.com/group/TaxoCoP
- Search Group:http://tech.groups.yahoo.com/group/SearchCoP
- Upcoming Taxonomy Community of Practice Webinars
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- May 5, 2010 Cross-Channel Brand Management
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- July 7, 2010 Taxonomy for SharePoint 2010
- Upcoming Vendor Showcase Webinars
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- March 30, 2010 SharePoint Search
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- May 11, 2010 Optimizing Search with FAST
- Visitwww.earley.com/webinarsfor upcoming schedules and
archives.
Communities of Practice 35. For Additional Reading
- Conquering Chaos via Smart Content Management
http://www.earley.com/knowledge/articles/conquering-chaos-via-smart-content-management
- Tips for Keyword Research
http://www.earley.com/knowledge/articles/tips-for-keyword-research
- Measuring the Success of a Taxonomy Project
http://www.earley.com/knowledge/whitepapers/measuring-the-success-of-a-taxonomy-project
- Retrospective Indexing: Strategies for Cataloging Legacy
Contenthttp://www.earley.com/knowledge/whitepapers/retrospective-indexing-strategies-cataloging-legacy-content
- Designing for Faceted Search
http://www.earley.com/knowledge/articles/designing-faceted-search
- Search & Taxonomy - Leveraging Metadata to Return Content
in Context
http://www.earley.com/knowledge/articles/search-and-taxonomy-leveraging-metadata-to-return-content-in-context
36. Questions PAGE