Metadata Case Study 2

Metadata Management
Case Study
Date: 10/21/2008
Dan McCreary
President
M
Dan McCreary & Associates
D dan@danmccreary.com
Metadata Solutions
(952) 931-9198
Overview
• The Challenge
• Why XRX is an Ideal Solution
• Screen Images
• Results
D 2
Copyright 2008 Dan McCreary & Associates
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
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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
M
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Semantic Triangle
A pattern of neural activity in our brain
Concept
Refers To
Symbolizes
Referent Symbol
Stands For
“cat” “gato” (Spanish)
“katze” (German)
M
Physical Objects
Ogden, C. K., & Richards, I. A. (1923) The Meaning of Meaning
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Semantic Web Standards Stack
Source: Tim Berners-Lee www.w3c.org
Trusted
TrustedSemantic
SemanticWeb
Web
Proof
Proof
Logic
Logic
Encryption
Signature
Rules/Query
Encryption
Signature
Rules/Query
Ontology
Ontology(OWL)
(OWL)
RDF
RDFModel
Model&&Syntax
Syntax
XML
XMLQuery
Query XML
XMLSchema
Schema
XML
XML Namespaces
Namespaces
URI/IRI
URI/IRI Unicode
Unicode
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http://www.w3.org/Consortium/Offices/Presentations/SemanticWeb/34.html
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Example of K-12 Registry
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A (meta) Data Registry
Goal: create semantic maps to a federal & state
metadata standard, not many standards
NIEM
RN R2 RN R2
R7 R3 R7 NIEM R3
R4 R6 R4
R6
R5 R5
Mapping from Minnesota's metadata Mapping from Minnesota's
registry to N other metadata registries: metadata registry to counties & federal
M The O(N2) problem The O(N) problem
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UML
XML
Evolving Metadata Standards
XML
ISO/IEC 11179 MDR Non-ISO schemas
Doc
ISO commercial
schemas Public Schemas
Federal XML
XLink
Developer’s ebXML
Guide (xml.gov)
GJXDM xBRL
UBL MOF
Federal XML Federal Data
NIEM Naming and Reference Model
Design Rules (DRM) XMI
Future CWM
Minnesota Standards (?)
Dept Stds. Data
Standards OASIS Standards
Division Stds
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ISO standards dominate most metadata registries
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Minnesota Enterprise Technical Architecture
M
• Follow established Minnesota metadata standards
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Build an Inventory of Data Elements
Sample Data Element
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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
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Examples of Local Metadata Registries
• Minnesota Department of Education

Registry
• Minnesota Department of Revenue Property
Taxation Registry
• Financial Institution
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Property Taxation Example
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Example: NIEM.gov
Fill your shopping cart

with Data elements
Easily create sub-

M schemas for different
D needs 15
Registry helps track data source mapping
Table
Column
Column
Metadata Column
Registry A
OLTP
Table RDBMS
Column
Column
Column
Data Warehouse
• 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
Local • Tools are frequently used to create initial mappings
Registry
• Organizations can create mappings between their internal
or database
systems and a central metadata registry
M
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Requirements & data needs
Metadata Registry Workflow Funnel
Glossary Draft Data Review

Approve
Of Terms Elements & Edit
The registry defines the

Create the Registry data we exchange and
• Define your glossary and data elements keeps our need for code
• Review & make changes changes to a minimum
• 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
Federated Search
• Federation: When many different sources
can return search results from a single search
Search
Business
Terms
RDMS
Columns
WebSite
Terms Other
Data Standards
ACORD
Elements
M
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Federated Search Results
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Metadata Shopper
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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
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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
M
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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
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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
M
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Metadata Management

• NIEM – National Information Exchange Model

• Minnesota Department of Education

Fill your shopping cart

Easily create sub-

• Registry data elements can map to one or more data sources.

Glossary Draft Data Review

The registry defines the

Please contact me for more information:

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