Metadata
in cross-channel ecosystems
Adam Ungstad
EuroIA 2013
what is metadata?
metadata is information about
information objects
what is an information object?
what is an information object?
what is an information object?
what is an information object?
what is an information object?
what is an information object?
what is an information object?
what is an information object?
metadata is information about
information objects
3TYPES OF METADATA
3TYPES OF METADATA
• Administrative Metadata
Used to manage information objects
3TYPES OF METADATA
• Administrative Metadata
Used to manage information objects
• Descriptive Metadata
Used to discover an...
3TYPES OF METADATA
• Administrative Metadata
Used to manage information objects
• Descriptive Metadata
Used to discover an...
CROSS-CHANNEL
ECOSYSTEMS
ecosystems
communities of interacting organisms and their environment
ecosystems
communities of interacting organisms and their environment
ecosystems
communities of interacting organisms and their environment
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
multi-channel
One or more channels to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
multi-channel
One or more channels to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
multi-channel
One or more channels to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
multi-channel
One or more channels to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
cross-channel
must use more than one channel to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
cross-channel
must use more than one channel to complete objective
PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP
cross-channel
must use more than one channel to complete objective
In order to use more than
one channel we must
exchange information.
HOW DO WE EXCHANGE
INFORMATION?
Excuse me, do you know
where platform 15 is?
Désolé, je ne vis pas ici,
juste de passage. Je ne
parle pas anglais. Qu'est-
ce que vous cherchez?
Common
Language
Common
Language
Common
Language
Common
Language
Common
Language
Common
Language
Organization 1
Organization 2
Organization 3
Organization 4
XML
Organization 1
Organization 2
Organization 3
Organization 4
OASIS
Organization 1
Organization 2
Organization 3
Organization 4
GOOD
RELATIONS
Organization 1
Organization 2
Organization 3
Organization 4
RDF
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
Lexicon
the words and phrases used in
an information exchange
Lexicon
the words and phrases used in
an information exchange
Semantics
The meaning of the words and
phrases used
Lexicon
the words and phrases used in
an information exchange
Semantics
The meaning of the words and
phrases used
Syntax
H...
How do we document
Lexicon, Semantics,
and Syntax?
Data Standards
define how data is captured and exchanged
Data Standards
define how data is captured and exchanged
Controlled Vocabulary
defines semantics and syntax of words used in...
Data Standards
define how data is captured and exchanged
Controlled Vocabulary
defines semantics and syntax of words used in...
Data Standards
define how data is captured and exchanged
Controlled Vocabulary
defines semantics and syntax of words used in...
Data Standards
define how data is captured and exchanged
Controlled Vocabulary
defines semantics and syntax of words used in...
Organization 1
Organization 2
Organization 3
Organization 4
Mental Model
End Users
Mental Model
LINKED OPEN DATA
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 2
Organization 3
Organization 4
WEB OF DATA
Google Images
Google Images
DBPedia
Google Images
DBPedia
Gracenote
Google Images
DBPedia
Gracenote
Concerts
Google Images
DBPedia
Gracenote
Concerts
DBPedia
Google Images
DBPedia
Gracenote
Concerts
DBPedia
Search Logs
DBPedia
SO WHERE DO WE START?
Organization 1
Organization 2
Organization 3
Organization 4
Organization 1
Organization 1
1. Link metadata to
Return On Investment (ROI)
Organization 1
“If I invest in this metadata
thing, what’s it going to
do for me?”
Organization 1
Show how metadata enables:
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
Show how metadata enables:
•Publishing across platforms (portals & intranets)
•New products from new data
•...
Organization 1
“OK lets do it.
Now what?”
Organization 1
2. Define your data
Organization 1
Defining your data:
Organization 1
Defining your data:
•Choose the right project
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
Defining your data:
•Choose the right project
•Define what you need to define
•Get the right people involved
•...
Organization 1
“Now we know what we have.
So what do we do with it?”
Organization 1
3. Build the infrastructure
Organization 1
Building the infrastructure:
Organization 1
Building the infrastructure:
•Choose the right project
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
Building the infrastructure:
•Choose the right project
•Find partners in & outside the organization
•Identi...
Organization 1
4. Enjoy the journey.
Organization 1
4. Enjoy the journey.
Have Fun!
Organization 1
Thank you!
@AdamUngstad
www.ungstad.com
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
EuroIA 2013:  Metadata in Cross-Channel Ecosystems
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EuroIA 2013: Metadata in Cross-Channel Ecosystems

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From implementing a single taxonomy across an enterprise to enabling comparison and exchange across diverse datasets, metadata will make or break the greater experience you are building.

This presentation explores the role of metadata in the design of cross-channel experiences. Looking at administrative, descriptive and structural metadata we will learn strategies for enabling consistency, context and interoperability across channels and devices.

Using examples including broadcast media, identity management, and schema development this presentation will explore how information is presented, linked and exchanged across media, channels, touchpoints.

By the end of the session participants will understand how metadata supports UX methods including content strategy, search optimization, form design and taxonomy development. Participants will leave with new ideas and methods ready to apply to their current projects.

Presented at the EuroIA conference in Edinburgh, Scotland September 28, 2013.

Published in: Technology, Education

EuroIA 2013: Metadata in Cross-Channel Ecosystems

  1. 1. Metadata in cross-channel ecosystems Adam Ungstad EuroIA 2013
  2. 2. what is metadata?
  3. 3. metadata is information about information objects
  4. 4. what is an information object?
  5. 5. what is an information object?
  6. 6. what is an information object?
  7. 7. what is an information object?
  8. 8. what is an information object?
  9. 9. what is an information object?
  10. 10. what is an information object?
  11. 11. what is an information object?
  12. 12. metadata is information about information objects
  13. 13. 3TYPES OF METADATA
  14. 14. 3TYPES OF METADATA • Administrative Metadata Used to manage information objects
  15. 15. 3TYPES OF METADATA • Administrative Metadata Used to manage information objects • Descriptive Metadata Used to discover and identify information objects
  16. 16. 3TYPES OF METADATA • Administrative Metadata Used to manage information objects • Descriptive Metadata Used to discover and identify information objects • Structural Metadata Used to structure and exchange information objects
  17. 17. CROSS-CHANNEL ECOSYSTEMS
  18. 18. ecosystems communities of interacting organisms and their environment
  19. 19. ecosystems communities of interacting organisms and their environment
  20. 20. ecosystems communities of interacting organisms and their environment
  21. 21. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP multi-channel One or more channels to complete objective
  22. 22. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP multi-channel One or more channels to complete objective
  23. 23. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP multi-channel One or more channels to complete objective
  24. 24. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP multi-channel One or more channels to complete objective
  25. 25. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP cross-channel must use more than one channel to complete objective
  26. 26. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP cross-channel must use more than one channel to complete objective
  27. 27. PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP cross-channel must use more than one channel to complete objective
  28. 28. In order to use more than one channel we must exchange information.
  29. 29. HOW DO WE EXCHANGE INFORMATION?
  30. 30. Excuse me, do you know where platform 15 is?
  31. 31. Désolé, je ne vis pas ici, juste de passage. Je ne parle pas anglais. Qu'est- ce que vous cherchez?
  32. 32. Common Language
  33. 33. Common Language
  34. 34. Common Language
  35. 35. Common Language
  36. 36. Common Language
  37. 37. Common Language Organization 1 Organization 2 Organization 3 Organization 4
  38. 38. XML Organization 1 Organization 2 Organization 3 Organization 4
  39. 39. OASIS Organization 1 Organization 2 Organization 3 Organization 4
  40. 40. GOOD RELATIONS Organization 1 Organization 2 Organization 3 Organization 4
  41. 41. RDF Organization 1 Organization 2 Organization 3 Organization 4
  42. 42. Organization 1 Organization 2 Organization 3 Organization 4
  43. 43. Lexicon the words and phrases used in an information exchange
  44. 44. Lexicon the words and phrases used in an information exchange Semantics The meaning of the words and phrases used
  45. 45. Lexicon the words and phrases used in an information exchange Semantics The meaning of the words and phrases used Syntax How information is expressed
  46. 46. How do we document Lexicon, Semantics, and Syntax?
  47. 47. Data Standards define how data is captured and exchanged
  48. 48. Data Standards define how data is captured and exchanged Controlled Vocabulary defines semantics and syntax of words used in a domain
  49. 49. Data Standards define how data is captured and exchanged Controlled Vocabulary defines semantics and syntax of words used in a domain Thesauri preferred terms, hierarchy and associative relationships
  50. 50. Data Standards define how data is captured and exchanged Controlled Vocabulary defines semantics and syntax of words used in a domain Thesauri preferred terms, hierarchy and associative relationships Taxonomy classes, structure and hierarchy
  51. 51. Data Standards define how data is captured and exchanged Controlled Vocabulary defines semantics and syntax of words used in a domain Thesauri preferred terms, hierarchy and associative relationships Taxonomy classes, structure and hierarchy Ontology domain representation, complex relationships
  52. 52. Organization 1 Organization 2 Organization 3 Organization 4
  53. 53. Mental Model
  54. 54. End Users Mental Model
  55. 55. LINKED OPEN DATA
  56. 56. Organization 1 Organization 2 Organization 3 Organization 4
  57. 57. Organization 1 Organization 2 Organization 3 Organization 4
  58. 58. Organization 1 Organization 2 Organization 3 Organization 4
  59. 59. Organization 1 Organization 2 Organization 3 Organization 4
  60. 60. Organization 1 Organization 2 Organization 3 Organization 4
  61. 61. Organization 1 Organization 2 Organization 3 Organization 4
  62. 62. WEB OF DATA
  63. 63. Google Images
  64. 64. Google Images DBPedia
  65. 65. Google Images DBPedia Gracenote
  66. 66. Google Images DBPedia Gracenote Concerts
  67. 67. Google Images DBPedia Gracenote Concerts DBPedia
  68. 68. Google Images DBPedia Gracenote Concerts DBPedia Search Logs
  69. 69. DBPedia
  70. 70. SO WHERE DO WE START?
  71. 71. Organization 1 Organization 2 Organization 3 Organization 4
  72. 72. Organization 1
  73. 73. Organization 1 1. Link metadata to Return On Investment (ROI)
  74. 74. Organization 1 “If I invest in this metadata thing, what’s it going to do for me?”
  75. 75. Organization 1 Show how metadata enables:
  76. 76. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets)
  77. 77. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data
  78. 78. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design
  79. 79. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces
  80. 80. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces •Fewer errors and less re-work... happier users!
  81. 81. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces •Fewer errors and less re-work... happier users! •Rights management:Access, Security and Usage
  82. 82. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces •Fewer errors and less re-work... happier users! •Rights management:Access, Security and Usage •Persistence, findability & re-use in an enterprise
  83. 83. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces •Fewer errors and less re-work... happier users! •Rights management:Access, Security and Usage •Persistence, findability & re-use in an enterprise •Improved productivity and collaboration
  84. 84. Organization 1 Show how metadata enables: •Publishing across platforms (portals & intranets) •New products from new data •Content Strategy & Responsive Design •Consistency in User Interfaces •Fewer errors and less re-work... happier users! •Rights management:Access, Security and Usage •Persistence, findability & re-use in an enterprise •Improved productivity and collaboration Link metadata to other projects!
  85. 85. Organization 1 “OK lets do it. Now what?”
  86. 86. Organization 1 2. Define your data
  87. 87. Organization 1 Defining your data:
  88. 88. Organization 1 Defining your data: •Choose the right project
  89. 89. Organization 1 Defining your data: •Choose the right project •Define what you need to define
  90. 90. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved
  91. 91. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate
  92. 92. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards
  93. 93. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards •Use combinations of existing standards
  94. 94. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards •Use combinations of existing standards •Document the work you’ve done
  95. 95. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards •Use combinations of existing standards •Document the work you’ve done •Bake it into organizational policy
  96. 96. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards •Use combinations of existing standards •Document the work you’ve done •Bake it into organizational policy •Small wins lead to big wins
  97. 97. Organization 1 Defining your data: •Choose the right project •Define what you need to define •Get the right people involved •Iterate, iterate, iterate •Use existing standards •Use combinations of existing standards •Document the work you’ve done •Bake it into organizational policy •Small wins lead to big wins You have to start somewhere!
  98. 98. Organization 1 “Now we know what we have. So what do we do with it?”
  99. 99. Organization 1 3. Build the infrastructure
  100. 100. Organization 1 Building the infrastructure:
  101. 101. Organization 1 Building the infrastructure: •Choose the right project
  102. 102. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization
  103. 103. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges
  104. 104. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges •Map differences between data sets
  105. 105. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges •Map differences between data sets •Create machine readable XML schema based on definitions you’ve created
  106. 106. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges •Map differences between data sets •Create machine readable XML schema based on definitions you’ve created •Talk about what you are doing
  107. 107. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges •Map differences between data sets •Create machine readable XML schema based on definitions you’ve created •Talk about what you are doing •Show what you did
  108. 108. Organization 1 Building the infrastructure: •Choose the right project •Find partners in & outside the organization •Identify existing & proposed data exchanges •Map differences between data sets •Create machine readable XML schema based on definitions you’ve created •Talk about what you are doing •Show what you did Rome wasn’t built in a day!
  109. 109. Organization 1 4. Enjoy the journey.
  110. 110. Organization 1 4. Enjoy the journey. Have Fun!
  111. 111. Organization 1 Thank you! @AdamUngstad www.ungstad.com
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