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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real-World Data Governance
Data Governance and
Three Levels of Metadata Management
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
September 17, 2020 – 11:00 a.m. PT / 2:00 p.m. ET
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2
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Introduction
Real-World Data Governance – Monthly Webinar Series
October 15, 2020 – Using Tools to Advance Your Data Governance Program
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
Non-Invasive Data Governance Book
ISBN 9781935504856 / Technics Publishing / Amazon.com
Speaking @ DATAVERSITY Events
Enterprise Data World – October 2020 – Next Month!
Data Governance & Information Quality Conference – December 2020
Non-Invasive Data Governance / Metadata Governance Online Learning Plans
Available Now: Business Glossaries, Data Dictionaries and Data Catalogs (6 course learning plan)
DATAVERSITY Training Center
https://training.dataversity.net
The Data Administration Newsletter (TDAN.com)
Twice Monthly – Data Articles, Columns, Blogs and Features
Produced by DATAVERSITY – Subscribe for emails
KIK Consulting & Educational Services
KIKConsulting.com (“Knowledge is King”)
Home of Non-Invasive Data Governance™
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• In the webinar I will share:
– Three Levels of Metadata and How They Differ
– Sources of the Metadata at Each Level
– Metadata Linkage Between the Levels
– Processes to Govern All the Levels of Metadata
– Institutionalizing Policy to Assure Quality Metadata at All Levels
Three Levels of Metadata Management
Abstract
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Advantage of Using Different Levels
• Common Business Language
• The Semantic Framework and the Three Levels
• The Importance of Each Level
• Associating the Levels with Data Tools
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
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5
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Advantage of Using Different Levels
– Simplify understanding
– Imitate traditional viewpoint
– Relatable for the business
– Keep navigation in mind
– Standards and resources
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Common Business Language
– Definition - A common business language enables companies to
drive to consistent and well-understood metrics across the
organization, reducing the time and budget required to analyze
information and turn it into intelligence.
• Drive to consistency
• Well-understood metric
• Across the organization
• Reduce the time and budget required to analyze information
• Turn into intelligence
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• The Semantic Framework and the Three Levels
– Unveiling of the semantic framework
– Business term / Business glossary level
– Business attribute / Data dictionary level
– Business element / Data catalog level
– Relationships between / within levels
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
And here it is …
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8
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Catalog Data Catalog
Data Dictionary
Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
ManyOneRelationships
Standard
Standard System 1
System 1
System 2
System 2
Data Tool Standard Data Resource Reference
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
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9
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
Data Catalog
Data Dictionary
Business Glossary
Data Domain
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
Standard
Standard
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
10
10
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
Data Catalog
Data Dictionary
Business Glossary
Data Domain
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
Standard
Standard
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
11
11
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
Data Dictionary
Data Catalog
Data Dictionary
Data Catalog Data Catalog
Data Dictionary
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• The Importance of Each Level
– Subject Area – Buckets of data - Where navigation starts
– Term – Common business language and terminology
– Attribute – Business resource specific (system, report, …)
– Element – Data resource specific (database/table, report, …)
– Wait … that’s 4 levels … Domain isn’t a level, but it is important
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Associating the Levels with Data Tools
– Data Domain – Included in all tools
– Business Glossary – Common business language and terminology
– Data Dictionary – Business resource specific (system, report, …)
– Data Catalog – Data resource specific (database/table, report, …)
– Wait … that’s 4 levels … Domain isn’t a level, but it is important
Three Levels of Metadata Management
Three Levels of Metadata and How They Differ
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Sources May Exist (or Not)
• Business Glossary Sources
• Data Dictionary Sources
• Data Catalog Sources
• Preparing to Use Tools
Three Levels of Metadata Management
Sources of the Metadata at Each Level
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Sources May Exist (or Not)
– Industry-related terms
– Begin a list
– Capture the list in an ingestible format
– Utilize existing tools to capture
– Prepare for self-defined loads
Three Levels of Metadata Management
Sources of the Metadata at Each Level
16
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Business Glossary Sources – Terminology
– Industry standards
– Employee reference manuals
– Customer reference guides
– User manuals and handbooks
– Organizational web-site
– Brain-storming or dump
Three Levels of Metadata Management
Sources of the Metadata at Each Level
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Data Dictionary Sources – Business/Resource Attributes
– Native data documentation
– Vendors and system documentation
– Spreadsheets and standards
– Data models – enterprise, conceptual and logical data models
Three Levels of Metadata Management
Sources of the Metadata at Each Level
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Data Catalog Sources – Business/Resource Elements
– Native data documentation
– Database catalogs
– Spreadsheets
– Data models – physical data models
Three Levels of Metadata Management
Sources of the Metadata at Each Level
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Preparing to Use Tools
– Capture consistently
– Ingestible format
– Reusable scripts
– Managed and stored centrally
– Govern the collection early
Three Levels of Metadata Management
Sources of the Metadata at Each Level
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Importance of Linkage
• Between Glossary and Dictionary Levels
• Between Dictionary Objects
• Between Dictionary and Catalog Levels
• Between Catalog Objects
Three Levels of Metadata Management
Metadata Linkage Between the Levels
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Importance of Linkage
– Navigation and drill down is the key
– Between subject area (domains) and terms (glossary)
– Between term and attributes (dictionary)
– Between attributes and elements (catalog)
– Between subject areas and everything – start navigation
– Between attributes, Between elements
– Between subject area, Between terms
Three Levels of Metadata Management
Metadata Linkage Between the Levels
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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Between Glossary and Dictionary Levels
– Enable search
– Drill down from terms
– Digestible pieces of business
– Data associated with term
– Standard terms to standard attributes
Three Levels of Metadata Management
Metadata Linkage Between the Levels
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
23
23
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Between Dictionary Objects
– Standard attribute name
– Resource specific attribute name
– Common linking point
– Logical aliases
Three Levels of Metadata Management
Metadata Linkage Between the Levels
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
24
24
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Between Dictionary and Catalog Levels
– Enable drill down
– Business attributes to elements
– Standard attribute name
– Standard element name
– What data do we have about …
Three Levels of Metadata Management
Metadata Linkage Between the Levels
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
25
25
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Between Catalog Objects
– Standard element name
– Resource specific element name
– Common linking point
– Physical aliases
Three Levels of Metadata Management
Metadata Linkage Between the Levels
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
26
26
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Processes Vs Governed Processes
• Business Glossary Processes
• Data Dictionary Processes
• Data Catalog Processes
• Building Your Metadata Toolkit
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
27
27
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Processes Vs Governed Processes
– Data process Vs Metadata process
– Metadata processes focus on data documentation
– Redefine steps Vs Repeatable steps
– Informal accountability Vs Formal accountability
– Process silos Vs Consistent process
– Federated approach promotes guidelines and consistency
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
28
28
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Business Glossary Processes
– Process to review, validate and certify terms
– Process to add new business terms
– Process to remove business terms
– Process to change business terms
– Process to maintain business terms
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
29
29
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Data Dictionary Processes
– Process to review, validate and certify elements
– Process to add new business elements
– Process to remove business elements
– Process to change business elements
– Process to maintain business elements
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
30
30
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Data Catalog Processes
– Automated capabilities
– Manual load and update capabilities (or semi-automate)
– Tool-based documentation to catalog ingestion
– Manual-based documentation to catalog ingestion
– Automated Vs manual change management
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
Data Catalog Data Catalog
Data Dictionary
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
Standard
Standard System 1
System 1
System 2
System 2
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
31
31
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Building Your Metadata Toolkit
– Repeatable place to collect metadata (tool or manual)
– Repeatable processes for metadata definition, production, usage
– Defined accountability for definition, production and usage
– Include who does what and when
– Repeatable metadata ingestion process
– Metadata change management review and validation process
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
32
32
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Catalog Data Catalog
Data Dictionary
Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
ManyOneRelationships
Standard
Standard System 1
System 1
System 2
System 2
Data Tool Standard Data Resource Reference
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
Processes for defining, producing, using metadata
33
33
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Three Levels of Metadata Management
Processes to Govern All the Levels of Metadata
Data Dictionary
Data Catalog
Data Dictionary
Business Glossary
Data Domain
METADATA SEMANTIC FRAMEWORK
DATA ONTOLOGY MARKET / SEGMENT CODE
Data Catalog Data Catalog
Data Dictionary
Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting
MARKET
MARKET PROFILE
MARKET CODE
Alpha 8
MARKET-CODE
SEGMENT-CODE
Alphanumeric 6 Characters
SEG-CODE
MARKET CODE
String 8 Characters
MARKET-CODE
ManyOneRelationships
Standard
Standard System 1
System 1
System 2
System 2
Data Tool Standard Data Resource Reference
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
Processes to define, produce, use relationships
34
34
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• When a Policy is Necessary
• Two Ways a Policy Adds Value
• Details of a Metadata Policy
• Executing Authority and Formalizing Accountability
• Institutionalizing Metadata Policy
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
35
35
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• When a Policy is Necessary
– When your organization is policy-centric
– To define the procedures to manage metadata quality
– To define accountability for managing and providing metadata
– To demonstrate leadership support for metadata quality
– To formalize the execution and enforcement of authority
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
36
36
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Two Ways a Policy Adds Value
1. To articulate process, guidelines, accountability
2. To demonstrate leadership support, sponsorship, understanding
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
37
37
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Details of a Metadata Policy
– Purpose & Scope – To assure that data is well documented
– Responsibilities (exec sponsor, strategic, tactical, operational, support)
– Definitions
– Related Policies
– Procedures
– Exceptions
– Enforcement
– Revision History
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
38
38
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Executing Authority and Formalizing Accountability
– Governance of metadata
– Stewardship of metadata
– Stay non-invasive when possible
– Move from information to formal
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
“The metadata will not govern itself.”
39
39
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Institutionalizing Metadata Policy
– Establish a practice as normal in an organization or culture
– Socialize the concept of metadata governance
– Communicate as orientation, onboarding and ongoing media
– Formalize metadata stewardship
– Measure, evaluate and enhance over time
Three Levels of Metadata Management
Institutionalizing Policy to Assure Quality Metadata at All Levels
40
40
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• In the webinar I shared:
– Three Levels of Metadata and How They Differ
– Sources of the Metadata at Each Level
– Metadata Linkage Between the Levels
– Processes to Govern All the Levels of Metadata
– Institutionalizing Policy to Assure Quality Metadata at All Levels
Three Levels of Metadata Management
Summary
41
41
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real-World Data Governance
Questions and Answers
42
42
Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
412.220.9643 rseiner@tdan.com @RSeiner
Real-World Data Governance
Contact Information

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RWDG Slides: Data Governance and Three Levels of Metadata Management

  • 1. 1 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Real-World Data Governance Data Governance and Three Levels of Metadata Management Monthly Webinar Series Hosted by DATAVERSITY Robert S. Seiner – KIK Consulting / TDAN.com September 17, 2020 – 11:00 a.m. PT / 2:00 p.m. ET
  • 2. 2 2 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Introduction Real-World Data Governance – Monthly Webinar Series October 15, 2020 – Using Tools to Advance Your Data Governance Program Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net Non-Invasive Data Governance Book ISBN 9781935504856 / Technics Publishing / Amazon.com Speaking @ DATAVERSITY Events Enterprise Data World – October 2020 – Next Month! Data Governance & Information Quality Conference – December 2020 Non-Invasive Data Governance / Metadata Governance Online Learning Plans Available Now: Business Glossaries, Data Dictionaries and Data Catalogs (6 course learning plan) DATAVERSITY Training Center https://training.dataversity.net The Data Administration Newsletter (TDAN.com) Twice Monthly – Data Articles, Columns, Blogs and Features Produced by DATAVERSITY – Subscribe for emails KIK Consulting & Educational Services KIKConsulting.com (“Knowledge is King”) Home of Non-Invasive Data Governance™
  • 3. 3 3 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • In the webinar I will share: – Three Levels of Metadata and How They Differ – Sources of the Metadata at Each Level – Metadata Linkage Between the Levels – Processes to Govern All the Levels of Metadata – Institutionalizing Policy to Assure Quality Metadata at All Levels Three Levels of Metadata Management Abstract
  • 4. 4 4 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Advantage of Using Different Levels • Common Business Language • The Semantic Framework and the Three Levels • The Importance of Each Level • Associating the Levels with Data Tools Three Levels of Metadata Management Three Levels of Metadata and How They Differ 3 4 3
  • 5. 5 5 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Advantage of Using Different Levels – Simplify understanding – Imitate traditional viewpoint – Relatable for the business – Keep navigation in mind – Standards and resources Three Levels of Metadata Management Three Levels of Metadata and How They Differ
  • 6. 6 6 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Common Business Language – Definition - A common business language enables companies to drive to consistent and well-understood metrics across the organization, reducing the time and budget required to analyze information and turn it into intelligence. • Drive to consistency • Well-understood metric • Across the organization • Reduce the time and budget required to analyze information • Turn into intelligence Three Levels of Metadata Management Three Levels of Metadata and How They Differ
  • 7. 7 7 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • The Semantic Framework and the Three Levels – Unveiling of the semantic framework – Business term / Business glossary level – Business attribute / Data dictionary level – Business element / Data catalog level – Relationships between / within levels Three Levels of Metadata Management Three Levels of Metadata and How They Differ And here it is …
  • 8. 8 8 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Three Levels of Metadata and How They Differ Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Catalog Data Catalog Data Dictionary Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE ManyOneRelationships Standard Standard System 1 System 1 System 2 System 2 Data Tool Standard Data Resource Reference Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 9. 9 9 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Three Levels of Metadata and How They Differ Data Catalog Data Dictionary Business Glossary Data Domain MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE Standard Standard Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT
  • 10. 10 10 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Three Levels of Metadata and How They Differ Data Catalog Data Dictionary Business Glossary Data Domain MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE Standard Standard Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT
  • 11. 11 11 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Three Levels of Metadata and How They Differ Data Dictionary Data Catalog Data Dictionary Data Catalog Data Catalog Data Dictionary MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 12. 12 12 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • The Importance of Each Level – Subject Area – Buckets of data - Where navigation starts – Term – Common business language and terminology – Attribute – Business resource specific (system, report, …) – Element – Data resource specific (database/table, report, …) – Wait … that’s 4 levels … Domain isn’t a level, but it is important Three Levels of Metadata Management Three Levels of Metadata and How They Differ
  • 13. 13 13 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Associating the Levels with Data Tools – Data Domain – Included in all tools – Business Glossary – Common business language and terminology – Data Dictionary – Business resource specific (system, report, …) – Data Catalog – Data resource specific (database/table, report, …) – Wait … that’s 4 levels … Domain isn’t a level, but it is important Three Levels of Metadata Management Three Levels of Metadata and How They Differ
  • 14. 14 14 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Sources May Exist (or Not) • Business Glossary Sources • Data Dictionary Sources • Data Catalog Sources • Preparing to Use Tools Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 15. 15 15 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Sources May Exist (or Not) – Industry-related terms – Begin a list – Capture the list in an ingestible format – Utilize existing tools to capture – Prepare for self-defined loads Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 16. 16 16 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Business Glossary Sources – Terminology – Industry standards – Employee reference manuals – Customer reference guides – User manuals and handbooks – Organizational web-site – Brain-storming or dump Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 17. 17 17 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Data Dictionary Sources – Business/Resource Attributes – Native data documentation – Vendors and system documentation – Spreadsheets and standards – Data models – enterprise, conceptual and logical data models Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 18. 18 18 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Data Catalog Sources – Business/Resource Elements – Native data documentation – Database catalogs – Spreadsheets – Data models – physical data models Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 19. 19 19 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Preparing to Use Tools – Capture consistently – Ingestible format – Reusable scripts – Managed and stored centrally – Govern the collection early Three Levels of Metadata Management Sources of the Metadata at Each Level
  • 20. 20 20 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Importance of Linkage • Between Glossary and Dictionary Levels • Between Dictionary Objects • Between Dictionary and Catalog Levels • Between Catalog Objects Three Levels of Metadata Management Metadata Linkage Between the Levels
  • 21. 21 21 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Importance of Linkage – Navigation and drill down is the key – Between subject area (domains) and terms (glossary) – Between term and attributes (dictionary) – Between attributes and elements (catalog) – Between subject areas and everything – start navigation – Between attributes, Between elements – Between subject area, Between terms Three Levels of Metadata Management Metadata Linkage Between the Levels
  • 22. 22 22 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Between Glossary and Dictionary Levels – Enable search – Drill down from terms – Digestible pieces of business – Data associated with term – Standard terms to standard attributes Three Levels of Metadata Management Metadata Linkage Between the Levels METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 23. 23 23 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Between Dictionary Objects – Standard attribute name – Resource specific attribute name – Common linking point – Logical aliases Three Levels of Metadata Management Metadata Linkage Between the Levels METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 24. 24 24 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Between Dictionary and Catalog Levels – Enable drill down – Business attributes to elements – Standard attribute name – Standard element name – What data do we have about … Three Levels of Metadata Management Metadata Linkage Between the Levels METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 25. 25 25 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Between Catalog Objects – Standard element name – Resource specific element name – Common linking point – Physical aliases Three Levels of Metadata Management Metadata Linkage Between the Levels METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 26. 26 26 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Processes Vs Governed Processes • Business Glossary Processes • Data Dictionary Processes • Data Catalog Processes • Building Your Metadata Toolkit Three Levels of Metadata Management Processes to Govern All the Levels of Metadata
  • 27. 27 27 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Processes Vs Governed Processes – Data process Vs Metadata process – Metadata processes focus on data documentation – Redefine steps Vs Repeatable steps – Informal accountability Vs Formal accountability – Process silos Vs Consistent process – Federated approach promotes guidelines and consistency Three Levels of Metadata Management Processes to Govern All the Levels of Metadata
  • 28. 28 28 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Business Glossary Processes – Process to review, validate and certify terms – Process to add new business terms – Process to remove business terms – Process to change business terms – Process to maintain business terms Three Levels of Metadata Management Processes to Govern All the Levels of Metadata METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 29. 29 29 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Data Dictionary Processes – Process to review, validate and certify elements – Process to add new business elements – Process to remove business elements – Process to change business elements – Process to maintain business elements Three Levels of Metadata Management Processes to Govern All the Levels of Metadata METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 30. 30 30 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Data Catalog Processes – Automated capabilities – Manual load and update capabilities (or semi-automate) – Tool-based documentation to catalog ingestion – Manual-based documentation to catalog ingestion – Automated Vs manual change management Three Levels of Metadata Management Processes to Govern All the Levels of Metadata METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain Data Catalog Data Catalog Data Dictionary MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE Standard Standard System 1 System 1 System 2 System 2 Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT
  • 31. 31 31 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Building Your Metadata Toolkit – Repeatable place to collect metadata (tool or manual) – Repeatable processes for metadata definition, production, usage – Defined accountability for definition, production and usage – Include who does what and when – Repeatable metadata ingestion process – Metadata change management review and validation process Three Levels of Metadata Management Processes to Govern All the Levels of Metadata
  • 32. 32 32 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Processes to Govern All the Levels of Metadata Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Catalog Data Catalog Data Dictionary Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE ManyOneRelationships Standard Standard System 1 System 1 System 2 System 2 Data Tool Standard Data Resource Reference Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT Processes for defining, producing, using metadata
  • 33. 33 33 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Three Levels of Metadata Management Processes to Govern All the Levels of Metadata Data Dictionary Data Catalog Data Dictionary Business Glossary Data Domain METADATA SEMANTIC FRAMEWORK DATA ONTOLOGY MARKET / SEGMENT CODE Data Catalog Data Catalog Data Dictionary Framework developed by KIK Consulting Copyright © Robert S. Seiner & KIK Consulting MARKET MARKET PROFILE MARKET CODE Alpha 8 MARKET-CODE SEGMENT-CODE Alphanumeric 6 Characters SEG-CODE MARKET CODE String 8 Characters MARKET-CODE ManyOneRelationships Standard Standard System 1 System 1 System 2 System 2 Data Tool Standard Data Resource Reference Standard Standard SUBJECT AREA BUSINESS TERM BUSINESS ATTRIBUTE BUSINESS ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT RESOURCE ATTRIBUTE RESOURCE ELEMENT Processes to define, produce, use relationships
  • 34. 34 34 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • When a Policy is Necessary • Two Ways a Policy Adds Value • Details of a Metadata Policy • Executing Authority and Formalizing Accountability • Institutionalizing Metadata Policy Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels
  • 35. 35 35 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • When a Policy is Necessary – When your organization is policy-centric – To define the procedures to manage metadata quality – To define accountability for managing and providing metadata – To demonstrate leadership support for metadata quality – To formalize the execution and enforcement of authority Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels
  • 36. 36 36 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Two Ways a Policy Adds Value 1. To articulate process, guidelines, accountability 2. To demonstrate leadership support, sponsorship, understanding Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels
  • 37. 37 37 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Details of a Metadata Policy – Purpose & Scope – To assure that data is well documented – Responsibilities (exec sponsor, strategic, tactical, operational, support) – Definitions – Related Policies – Procedures – Exceptions – Enforcement – Revision History Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels
  • 38. 38 38 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Executing Authority and Formalizing Accountability – Governance of metadata – Stewardship of metadata – Stay non-invasive when possible – Move from information to formal Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels “The metadata will not govern itself.”
  • 39. 39 39 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Institutionalizing Metadata Policy – Establish a practice as normal in an organization or culture – Socialize the concept of metadata governance – Communicate as orientation, onboarding and ongoing media – Formalize metadata stewardship – Measure, evaluate and enhance over time Three Levels of Metadata Management Institutionalizing Policy to Assure Quality Metadata at All Levels
  • 40. 40 40 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • In the webinar I shared: – Three Levels of Metadata and How They Differ – Sources of the Metadata at Each Level – Metadata Linkage Between the Levels – Processes to Govern All the Levels of Metadata – Institutionalizing Policy to Assure Quality Metadata at All Levels Three Levels of Metadata Management Summary
  • 41. 41 41 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner Real-World Data Governance Questions and Answers
  • 42. 42 42 Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting #RWDG @RSeiner • Robert S. Seiner KIK Consulting & Educational Services – KIKconsulting.com The Data Administration Newsletter – TDAN.com 412.220.9643 rseiner@tdan.com @RSeiner Real-World Data Governance Contact Information