Data-Ed Online: Your Documents and Other Content: Managing Unstructured Data

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This webinar originally aired on Tuesday, August 14, 2012. It is part of Data Blueprint's ongoing webinar series on data management with Dr. Aiken.

Sign up for future sessions at http://www.datablueprint.com/webinar-schedule.

Abstract
Non-tabular data plays an increasing role in organizations. While we are still far away from automated content comprehension, increasingly sophisticated technologies are extending our data management capabilities into more critical and more regulated areas. This presentation provides you with an understanding of the dimensions of this vast new area, including electronic and physical document monitoring, storage systems, content analysis and archive, retrieve and purge cycling.

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  • Data-Ed Online: Your Documents and Other Content: Managing Unstructured Data

    1. 1. Welcome! TITLE Your Documents and Other Content: Managing Unstructured Data Date: August 14, 2012 Time: 2:00 PM ET Presented by: Dr. Peter Aiken PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 11/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    2. 2. Welcome! TITLE Your Documents and Other Content: Managing Unstructured Data Date: August 14, 2012 Time: 2:00 PM ET Presented by: Dr. Peter Aiken PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 11/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    3. 3. TITLE Commonly Asked Questions 1) Will I get copies of the slides after the event? YES* 2) Is this being recorded so I can view it afterwards? YES* PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 21/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    4. 4. Get Social With Us! TITLE PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 31/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    5. 5. Get Social With Us! TITLE Live Twitter Feed Join the conversation! Follow us: @datablueprint @paiken Ask questions and submit your comments: #dataed PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 31/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    6. 6. Get Social With Us! TITLE Live Twitter Feed Like Us on Facebook Join the conversation! www.facebook.com/ Follow us: datablueprint @datablueprint Post questions and comments @paiken Find industry news, insightful Ask questions and submit your comments: #dataed content and event updates. PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 31/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    7. 7. Get Social With Us! TITLE Live Twitter Feed Like Us on Facebook Join the Group Join the conversation! www.facebook.com/ Data Management & Follow us: datablueprint Business Intelligence @datablueprint Post questions and Ask questions, gain insights comments and collaborate with fellow @paiken Find industry news, insightful data management Ask questions and submit content professionals your comments: #dataed and event updates. PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 31/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    8. 8. TITLE Meet Your Presenter: Dr. Peter Aiken • Internationally recognized thought-leader in the data management field with more than 30 years of experience • Recipient of the 2010 International Stevens Award • Founding Director of Data Blueprint (http://datablueprint.com) • Associate Professor of Information Systems at Virginia Commonwealth University (http://vcu.edu) • President of DAMA International (http://dama.org) • DoD Computer Scientist, Reverse Engineering Program Manager/ Office of the Chief Information Officer • Visiting Scientist, Software Engineering Institute/Carnegie Mellon University • 7 books and dozens of articles • Experienced w/ 500+ data management practices in 20 countries #dataed PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 41/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    9. 9. TITLE Meet Your Presenter: Dr. Peter Aiken • Internationally recognized thought-leader in the data management field with more than 30 years of experience • Recipient of the 2010 International Stevens Award • Founding Director of Data Blueprint (http://datablueprint.com) • Associate Professor of Information Systems at Virginia Commonwealth University (http://vcu.edu) • President of DAMA International (http://dama.org) • DoD Computer Scientist, Reverse Engineering Program Manager/ Office of the Chief Information Officer • Visiting Scientist, Software Engineering Institute/Carnegie Mellon University • 7 books and dozens of articles • Experienced w/ 500+ data management practices in 20 countries #dataed PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 41/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    10. 10. Your Documents & Other Content: Managing Unstructured Data Managing non-tabular Data: Document & Content ManagementDATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012
    11. 11. Your Documents & Other Content: Managing Unstructured Data Managing non-tabular Data: Document & Content ManagementDATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012
    12. 12. Your Documents & Other Content: Managing Unstructured Data Managing non-tabular Data: Document & Content ManagementDATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012
    13. 13. Your Documents & Other Content: Managing Unstructured Data Managing non-tabular Data: Document & Content ManagementDATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012
    14. 14. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 61/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    15. 15. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 61/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    16. 16. TITLE The DAMA Guide to the Data Management Body of Knowledge Data Management Functions PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 71/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    17. 17. TITLE The DAMA Guide to the Data Management Body of Knowledge Published by DAMA International • The professional association for Data Managers (40 chapters worldwide) Data Management Functions PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 71/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    18. 18. TITLE The DAMA Guide to the Data Management Body of Knowledge Published by DAMA International • The professional association for Data Managers (40 chapters worldwide) DMBoK organized around • Primary data management functions focused around data delivery to the organization • Organized around environmental Data elements Management Functions PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 71/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    19. 19. TITLE The DAMA Guide to the Data Management Body of Knowledge Published by DAMA International • The professional association for Data Managers (40 chapters worldwide) DMBoK organized around • Primary data management functions focused around data delivery to the organization • Organized around environmental Data elements Management Functions PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 71/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    20. 20. TITLE The DAMA Guide to the Data Management Body of Knowledge PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 81/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    21. 21. TITLE The DAMA Guide to the Data Management Body of Knowledge Environmental Elements PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 81/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    22. 22. TITLE The DAMA Guide to the Data Management Body of Knowledge Amazon: http:// www.amazon.com/ DAMA-Guide- Management- Knowledge-DAMA- DMBOK/dp/ 0977140083 Or enter the terms "dama dm bok" at the Amazon search engine Environmental Elements PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 81/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    23. 23. TITLE Data Management PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 91/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    24. 24. TITLE Data Management Data Program Coordination Organizational Data Integration Data Stewardship Data Development Data Support Operations PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    25. 25. TITLE Data Management Manage data coherently. Data Program Coordination Organizational Data Integration Data Stewardship Data Development Data Support Operations PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    26. 26. TITLE Data Management Manage data coherently. Data Program Coordination Share data across boundaries. Organizational Data Integration Data Stewardship Data Development Data Support Operations PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    27. 27. TITLE Data Management Manage data coherently. Data Program Coordination Share data across boundaries. Organizational Data Integration Data Stewardship Data Development Assign responsibilities for data. Data Support Operations PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    28. 28. TITLE Data Management Manage data coherently. Data Program Coordination Share data across boundaries. Organizational Data Integration Data Stewardship Data Development Assign responsibilities for data. Engineer data delivery systems. Data Support Operations PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    29. 29. TITLE Data Management Manage data coherently. Data Program Coordination Share data across boundaries. Organizational Data Integration Data Stewardship Data Development Assign responsibilities for data. Engineer data delivery systems. Data Support Operations Maintain data availability. PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 101/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    30. 30. TITLE Data Management PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 111/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    31. 31. TITLE Overview: Document & Content Management from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 121/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    32. 32. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 131/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    33. 33. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 131/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    34. 34. TITLE Polling Question #1 How much larger do the experts consider the non-tabular data management challenge than the tabular data management challenge? a) The same size b) 2x c) 5x d) 10x PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 141/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    35. 35. TITLE Increasing Scope & Volume of Data Management PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 151/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    36. 36. TITLE Increasing Scope & Volume of Data Management 5 X Tabular and Non-Tabular Data 1 X Tabular Data PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 151/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    37. 37. TITLE Data Management Technology Research PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 161/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    38. 38. TITLE Data Management Technology Research PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 161/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    39. 39. TITLE Definition: Document & Content Management from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 171/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    40. 40. TITLE Definition: Document & Content Management • The control over capture, storage, access, and use of data and information stored outside relational databases from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 171/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    41. 41. TITLE Definition: Document & Content Management • The control over capture, storage, access, and use of data and information stored outside relational databases • Focus on integrity and access; roughly equivalent to data operations management for relational databases from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 171/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    42. 42. TITLE Definition: Document & Content Management • The control over capture, storage, access, and use of data and information stored outside relational databases • Focus on integrity and access; roughly equivalent to data operations management for relational databases • Looks beyond the purely operational focus from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 171/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    43. 43. TITLE Definition: Document & Content Management • The control over capture, storage, access, and use of data and information stored outside relational databases • Focus on integrity and access; roughly equivalent to data operations management for relational databases • Looks beyond the purely operational focus • Strategic and tactical focus overlaps with other data management functions in addressing the need for data governance, architecture, security, managed meta- data, and data quality for unstructured data from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 171/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    44. 44. TITLE Definition, cont’d Two sub-functions of document and content mgmt: from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 181/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    45. 45. TITLE Definition, cont’d Two sub-functions of document and content mgmt: 1. Document management: • The storage, inventory, and control of electronic and paper documents from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 181/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    46. 46. TITLE Definition, cont’d Two sub-functions of document and content mgmt: 1. Document management: • The storage, inventory, and control of electronic and paper documents • Encompasses the processes, techniques, and technologies for controlling and organizing documents and records (stored electronically and on paper) from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 181/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    47. 47. TITLE Definition, cont’d Two sub-functions of document and content mgmt: 1. Document management: • The storage, inventory, and control of electronic and paper documents • Encompasses the processes, techniques, and technologies for controlling and organizing documents and records (stored electronically and on paper) 2. Content management: • The organization, categorization and structure of data/resources so that they can be stored, published and reused in multiple ways from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 181/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    48. 48. TITLE Definition, cont’d Two sub-functions of document and content mgmt: 1. Document management: • The storage, inventory, and control of electronic and paper documents • Encompasses the processes, techniques, and technologies for controlling and organizing documents and records (stored electronically and on paper) 2. Content management: • The organization, categorization and structure of data/resources so that they can be stored, published and reused in multiple ways • Sometimes referred to as Enterprise Content Management (ECM), implying the scope of content management is across the entire enterprise from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 181/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    49. 49. TITLE Unstructured (or preferred) Non-tabular Data from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 191/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    50. 50. TITLE Unstructured (or preferred) Non-tabular Data • Any document, file, graphic, image, text, report, form, video, or sound recording that has not been tagged or otherwise structured into rows and columns or records from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 191/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    51. 51. TITLE Unstructured (or preferred) Non-tabular Data • Any document, file, graphic, image, text, report, form, video, or sound recording that has not been tagged or otherwise structured into rows and columns or records • Found in different kinds of electronic formats, including word processing, email, flat files, spreadsheets, XML files, etc. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 191/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    52. 52. TITLE Unstructured (or preferred) Non-tabular Data • Any document, file, graphic, image, text, report, form, video, or sound recording that has not been tagged or otherwise structured into rows and columns or records • Found in different kinds of electronic formats, including word processing, email, flat files, spreadsheets, XML files, etc. • Enormous amount of unstructured data also exists in paper files from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 191/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    53. 53. TITLE Polling Question #2 According to researchers at IDC, 80% of enterprise data today is unstructured data. What do you think is the exponential annual rate at which it is growing? a) 30% b) 50% c) 60+% d) 90+% PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 201/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    54. 54. TITLE Document/Record Management from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 211/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    55. 55. TITLE Document/Record Management • Lifecycle management of the designated significant documents of the organization from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 211/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    56. 56. TITLE Document/Record Management • Lifecycle management of the designated significant documents of the organization • Records can be physical, electronic or hybrid from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 211/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    57. 57. TITLE Document/Record Management • Lifecycle management of the designated significant documents of the organization • Records can be physical, electronic or hybrid • 90%+ of today’s records are electronic: growth in email and IM has made the management of electronic records critical to organizations from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 211/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    58. 58. TITLE Document/Record Management • Lifecycle management of the designated significant documents of the organization • Records can be physical, electronic or hybrid • 90%+ of today’s records are electronic: growth in email and IM has made the management of electronic records critical to organizations • Compliance regulations and statutes: – U.S. Sarbanes-Oxley Act – E-Discovery Amendments – Canada’s Bill 198 from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 211/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    59. 59. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 221/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    60. 60. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 221/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    61. 61. TITLE Document/Record Management Lifecycle from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    62. 62. TITLE Document/Record Management Lifecycle Activities: from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    63. 63. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    64. 64. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Create, approve, • Create, approve, and enforce enforce documents/ records policies from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    65. 65. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Create, approve, • Create, approve, and enforce enforce documents/ records policies • Classify documents/ records Classify from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    66. 66. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Create, approve, • Create, approve, and enforce enforce documents/ records policies • Classify documents/ records Classify • Retention policy Retain from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    67. 67. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Create, approve, • Create, approve, and enforce enforce documents/ records policies • Classify documents/ records Classify • Retention policy • Short and long-term storage Store Retain from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    68. 68. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Create, approve, • Create, approve, and enforce enforce documents/ records policies • Classify documents/ Retrieve records and Classify circulate • Retention policy • Short and long-term storage Store Retain • Retrieval and circulation from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    69. 69. TITLE Document/Record Management Lifecycle Activities: • Identify existing and Identify newly created documents/records Preserve Create, and approve, • Create, approve, and dispose enforce enforce documents/ records policies • Classify documents/ Retrieve records and Classify circulate • Retention policy • Short and long-term storage Store Retain • Retrieval and circulation • Preserve and dispose from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 231/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    70. 70. TITLE Plan for Managing Documents/Records from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 241/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    71. 71. TITLE Plan for Managing Documents/Records • Documents management involves planning at different levels of a document’s lifecycle: (1) (2) (4) (3) Creation or Organizatio Archiving Distribution Receipt n for or from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 241/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    72. 72. TITLE Plan for Managing Documents/Records • Documents management involves planning at different levels of a document’s lifecycle: (1) (2) (4) (3) Creation or Organizatio Archiving Distribution Receipt n for or • Develop classification/indexing systems and taxonomies so that documents retrieval is easy from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 241/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    73. 73. TITLE Plan for Managing Documents/Records • Documents management involves planning at different levels of a document’s lifecycle: (1) (2) (4) (3) Creation or Organizatio Archiving Distribution Receipt n for or • Develop classification/indexing systems and taxonomies so that documents retrieval is easy • Create planning and policy around documents and records on the value of the data to the organization from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 241/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    74. 74. TITLE Plan for Managing Documents/Records • Documents management involves planning at different levels of a document’s lifecycle: (1) (2) (4) (3) Creation or Organizatio Archiving Distribution Receipt n for or • Develop classification/indexing systems and taxonomies so that documents retrieval is easy • Create planning and policy around documents and records on the value of the data to the organization • Establish, communicate, and enforce policies, procedures and best practices for documents from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 241/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    75. 75. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    76. 76. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    77. 77. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found • A document repository enables check-in and check-out features, versioning, collaboration, comparison, archiving, status state(s), migration from one storage media to another, and disposition PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    78. 78. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found • A document repository enables check-in and check-out features, versioning, collaboration, comparison, archiving, status state(s), migration from one storage media to another, and disposition • Document storage includes document management PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    79. 79. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found • A document repository enables check-in and check-out features, versioning, collaboration, comparison, archiving, status state(s), migration from one storage media to another, and disposition • Document storage includes document management • Documents can be categorized for retrieval PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    80. 80. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found • A document repository enables check-in and check-out features, versioning, collaboration, comparison, archiving, status state(s), migration from one storage media to another, and disposition • Document storage includes document management • Documents can be categorized for retrieval • Reports are delivered through a number of tools, e.g. printers, email, website, etc. PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    81. 81. from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International TITLE Implementing Document/Records Management Systems • Electronic documents must be indexed during the capture process so that they can be found • A document repository enables check-in and check-out features, versioning, collaboration, comparison, archiving, status state(s), migration from one storage media to another, and disposition • Document storage includes document management • Documents can be categorized for retrieval • Reports are delivered through a number of tools, e.g. printers, email, website, etc. • Many document management systems include digital asset management: management of digital assets (audio, video, music and digital photographs) PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 251/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    82. 82. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 261/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    83. 83. TITLE Outline 1. Data Management Overview 2. What is document & content management and why is it important? 3. Planning and implementing document & content management 4. Levels of control 5. Additional considerations 6. Content management building blocks 7. Guiding Principles Tweeting now: #dataed 8. Take Aways, References and Q&A PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 261/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    84. 84. TITLE Three Levels of Control from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 271/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    85. 85. TITLE Three Levels of Control • Levels are based on the criticality of the data and the perceived harm that would occur if data were corrupted or otherwise unavailable from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 271/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    86. 86. TITLE Three Levels of Control • Levels are based on the criticality of the data and the perceived harm that would occur if data were corrupted or otherwise unavailable • ANSI Standard 859: 1. Formal (most rigid) • requires formal change initiation • thorough change evaluation for impact • decision by a change authority • Full status accounting of implementation and validation to stakeholders from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 271/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    87. 87. TITLE Three Levels of Control • Levels are based on the criticality of the data and the perceived harm that would occur if data were corrupted or otherwise unavailable • ANSI Standard 859: 1. Formal (most rigid) • requires formal change initiation • thorough change evaluation for impact • decision by a change authority • Full status accounting of implementation and validation to stakeholders 2. Revision • Less formal • Notify stakeholders and increment versions when a change is required from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 271/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!
    88. 88. TITLE Three Levels of Control • Levels are based on the criticality of the data and the perceived harm that would occur if data were corrupted or otherwise unavailable • ANSI Standard 859: 1. Formal (most rigid) • requires formal change initiation • thorough change evaluation for impact • decision by a change authority • Full status accounting of implementation and validation to stakeholders 2. Revision • Less formal • Notify stakeholders and increment versions when a change is required 3. Custody (least rigid) • Least formal • Merely requiring safe storage and a means of retrieval from The DAMA Guide to the Data Management Body of Knowledge © 2009 by DAMA International PRODUCED BY CLASSIFICATION DATE SLIDE DATA BLUEPRINT 10124-C W. BROAD ST, GLEN ALLEN, VA 23060 EDUCATION 8/14/2012 271/26/2010 © Copyright this and previous years by Data Blueprint - all rights reserved!

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