Data Governance and Metadata Management

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Copyright © 2021 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 Metadata Management
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
December 16, 2021 – 11:00 a.m. PT / 2:00 p.m. ET

Data Governance and Metadata
Management
December 16, 2021
Matt Turner, Director Industry Strategy

How to find information? Can it be used? Should it be used? How should it be used?
We help people answer these core questions
Forrester
3x Leader
Machine Learning
Data Catalogs 2018,
2020, Data
Governance 2021
Top Vendor
5 Years in a Row
Dresner Advisory
Services Data Catalog
Market Study 2021
IDC
Leader
Worldwide Data
Catalog Software
2020 Vendor
Assessment
Gartner
4x MQ Leader
Magic Quadrant
for Metadata
Management
2017 - 2020
Alation Data Catalog
The Data Intelligence Platform for Data Governance, Discovery & Cloud Transformation
Data Management Survey 22

3 | © 2021 Alation, Inc. – All Rights Reserved.
Data Intelligence + Human Brilliance
The Alation Vision
To empower a curious and rational world
Data Culture
Data
Literacy
Enable proper
interpretation & analysis
Data
Governance
Take responsibility
& authority
Data Search
& Discovery
Find &
understand

Metadata Drives Data Culture
• Information about the data
• And it’s context
• How it should be used
• How it actually is used
• Knowing your data is key to data success

What is a Data Catalog?
• A repository of metadata on information sources across
an organization
- Search & discovery
- Data governance & curation
- Collaboration & analysis
• Catalogs a broad range of information assets
- Data sets, tables, articles, reports, queries, visualizations, conversations
• Includes common functionality such as:
Answers these
core questions:
How to find information?
Can it be used?
Should it be used?
How should it be used?
Business Glossary Lineage Catalog Pages Search

Data Culture Gap
• Better making data available and everyone
actually using it
• BARC Report: 81% consider data an asset,
only 50% reported using data to improve
decision making
• New Vantage Partners Survey: 24%
reported creating a data driven
organization
• Alation Data Culture Report: 97% has
experienced a negative consequence from
not using data correctly

Data Governance + Data Access
V
S

Principles of Effective Data Governance Solution
Continuous
Improvement
People First Autonomous End-to-End

How Alation Powers Active Data Governance
Monitor & Measure
• Determine policy conformance
• Create curation analysis
• Measure usage & asset creation
• Establish data quality
Establish Governance Framework
• Set mission & vision
• Create policies, standards & glossaries
Populate Data Catalog
• Ingest metadata (technical, business,
lineage)
• Analyze metadata (top users, popular
data)
Empower Data Stewards
• Recognize and assign stewards
• Automate stewardship processes
• Identify reviewers & workflow approvers
Curate Assets
• Describe data, apply quality flags
• Surface descriptions, quality, etc. to
users at point of data use
Apply Policies & Controls
• Implement policies & controls
• Enforce policies & controls
Drive Community Collaboration
• Promote trusted data use
• Leverage community knowledge
• Determine whether data is fit for purpose
/ intended use
Supported by Alation Active Data Governance
Service Offering

Thank You!
Alation Custom Demo:
alation.com/learn-more
Active Data Governance
Methodology
https://www.alation.com/resource-center/whitepapers-
ebooks/data-governance-methodology
DataCulture Gap
https://www.alation.com/blog/barc-survey-data-
culture-gap/
Upcoming DataVersity
Webinar
Alation.com
Matt Turner
Director, Industry Strategy
matt.turner@alation.com
See Data Culture in
Action
Learn More Questions? We’ve Got
Answers!

#RWDG @RSeiner
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Introduction
Real-World Data Governance – Monthly Webinar Series
January 20, 2022 – How Can Everybody Be a Data Steward?
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
Non-Invasive Data Governance Book
ISBN 9781935504856 / Technics Publications / Amazon.com
Speaking @ DATAVERSITY Live and Virtual Events
Enterprise Data Governance Online – January 26, 2022 – Virtual
Enterprise Data World 2022 – March 20-25, 2022 – San Diego, California
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
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KIK Consulting & Educational Services
Updated Site: KIKConsulting.com (“Knowledge is King”)
Home of Non-Invasive Data Governance™
Carnegie Mellon University (CMU)
Adjunct Faculty: Heinz College Post-Graduate CDataO and DDL (US Army) Program

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• In the webinar, I will share
– Delivering an Improved Definition of Metadata
– Communicating the Relationship Between Successful Governance and Metadata
– Getting Your Business Community to Embrace the Need for Metadata
– Determining the Metadata That Will Provide the Most Bang for Your Bucks
– The Importance of Metadata Management to Becoming Data-Centric
Abstract

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• Definitions, Definitions, and More Definitions
– Data Governance – Execution and Enforcement of Authority …
– Data Stewardship – Formalization of Accountability …
– Metadata – Data, Stored in IT Tools, Improve Business and Technical Understanding …
– Data Steward – A Person That is Held Formally Accountable …
– Metadata Management – Action of Managing the Definition, Production, and Usage …
Delivering an Improved Definition of Metadata
… for the Management of
Data and Data-Related assets

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• Traditional Metadata Definitions
– Data about Data.
– Data that provides information about other data, but not the content of the data.

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– Descriptive metadata — the descriptive information about a resource. It is used for discovery
and identification. It includes elements such as name, definition, domains, valid values, and
location.
– Structural metadata — metadata about containers of data and indicates how compound
objects are put together, for example, how data are ordered to form tables in databases. It
describes the types, versions, relationships and other characteristics of data and digital
materials.
– Administrative metadata — the information to help manage a resource, like resource type,
permissions, and when and how it was created. Wikipedia

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– Reference metadata — the information about the contents and quality of statistical (coded?)
data.
– Statistical metadata, also called process data — may describe processes that collect, process,
or produce statistical data.
– Legal metadata — provides information about the creator, copyright holder, and public
licensing, if provided. Wikipedia

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• Improved Metadata Definition
– Data, stored in IT tools, that improves both the business and technical understanding, of data
and data related assets. Robert S. Seiner
– Data
– Stored in IT tools,
– That improves both the business and technical understanding,
– Of data and data related assets.

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• Sharing the Metadata Definition
– Pick a definition that makes sense for your organization.
– With the term “metadata” being used in the news, this adds to organizational confusion.
– Communicate the meaning of metadata.
– Begin with a resolute effort to manage your metadata.
– Metadata will not govern itself.

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Communicating the Relationship Between Successful Governance and Metadata
• Impossible to Manage Anything …
– without governed information about that thing.
– Can you manage these things without data about them?
• Finances
• People
• Products
• Property
• Sales
• Other (all?)
The Impossible Cube

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• Recorded in IT Tools
– Metadata only becomes useful if recorded.
– Metadata only becomes valuable if it is made available.
– Metadata only demonstrates ROI if it is used.
– Metadata only becomes a natural asset if it is kept up to date.
– The data catalog is a centralized resource of metadata to the organization.

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• Requirements for Metadata Management and Data Governance
– Metadata Requirements
– Data Governance Requirements

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– Metadata Requirements
• Metamodels and Software Releases
• Extensibility
• Self-Defined Loads
• Role Representation
• Process Integration
• Change Control and Versioning
• Communications
• End User Requirements
• Training and Education
• Resource Requirements

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– Data Governance Requirements
• Usability of Business Glossary
• Custom Attributes
• Custom Relationships
• Data Stewardship
• Custom Roles
• Approval Workflows
• Data Policies, Standards and Processes
• Master Data Rules
• Allowable Values for Business Terms
• Data Lineage
• Impact Analysis
• Hierarchy of Data Artifacts
• Profiling of Diverse Data Sources
• Data Issues Log
• Data Issue Resolution Process
• Support for Internal Audit
• Data Governance Metrics

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• Metadata in the Data Governance Communications Plan
– Cross Reference Roles With Communications
– Three Os of Data Communications
• Orient people to the concepts and value of metadata.
• Onboard people to their role in the governance of metadata.
• Ongoing communications about the metrics and value of metadata and governance.
– Include in the Communications Plan
• Message
• Cadence
• Delivery Tool
• Who Will Develop and Deliver the Communications

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• Measure Success of Communications
– Number of People / Percentage Oriented
– Number of People / Percentage Onboarded
– Internal Customer Satisfaction
– Data Catalog Usage
– Return on Investment from Data Investments

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Getting Your Business Community to Embrace the Need for Metadata
• Who is the “Business” Community?
– Anybody that is not IT.
– Or it can include IT.
– Anybody that is a steward of data.
– Psssssss … Everybody is a Data Steward.
– The complete Data Governance Operating Model.

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• Questions to Ask the Business
– What can’t you do that you need to do because you don’t have access to (or have confidence
enough in) the data to do it?
– What would you be able to do if you had access to (and the confidence in) the data to do it?
– What information about the data will raise your level of confidence?
– That information is the metadata they need to have confidence in the data.
– Number one purpose statement for data governance is
“Use Strategic Data with Confidence!”

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• Business Involvement in Metadata Management
– Metadata Advocates
– Metadata Definers (Stewards)
– Metadata Producers (Stewards)
– Metadata Users (Stewards)
– Metadata Subject Matter Experts
– Metadata Validators

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• Activate the Data Catalog
– Select the Appropriate Metadata for the Data Catalog
– Steward the Metadata for the Data Catalog
– Steward the Source of the Metadata for the Data Catalog
– Steward the Target for the Metadata in the Data Catalog
– Rationalize the Metadata in the Data Catalog
– Build the Metadata in the Data Catalog into Business Process

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• Metadata … The One Thing Business Cannot Live Without
– Build the metadata in the data catalog into business process.
– Provide timely and accurate metadata through the data catalog.
– Raise the business’ confidence in the metadata.
– Get the business to suggest additional metadata that will add value.
– Get the metadata to be a resource the business cannot live without.

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Determining the Metadata That Will Provide the Most Bang for Your Bucks
• Metadata Categories
– Data Administration Metadata
– Database Metadata
– Data Movement Metadata
– Business Intelligence / Data Analytics Metadata
– Data Governance Metadata

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• Other Metadata Categories
• Data Catalog, Glossary, Dictionary Metadata (falls under DA Metadata)
• Data Quality Metadata (falls under DA Metadata)
• Data Modeling Metadata (falls under DA Metadata)
• Unstructured Data Metadata (content, records, knowledge, …)
• Data Definition, Production, and Usage Metadata
• Other Tool Metadata

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• Metadata in the Categories

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• Questions the Metadata Can Answer

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• People That Will See Value in the Metadata

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• Most Bang for Your Bucks
– Metadata Inventory
– Metadata Quality in the Resources
– Metadata Stewardship
– Metadata Value to the Business
– Metadata Movement to the Data Catalog
– Cost of Value – How much will the metadata management cost?
– Value from Cost – How much value will the metadata management demonstrate?

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The Importance of Metadata Management to Becoming Data-Centric
• Define Data-Centric
– Data-centric computing is an approach that merges innovative hardware and software to treat
data, not applications, as the permanent source of value. Data-centric computing aims to
rethink both hardware and software to extract as much value as possible from existing and
new data sources. Wikipedia
– Data centric refers to an architecture where data is the primary and permanent asset, and
applications come and go. Dave McComb in TDAN.com

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• What a Data-Centric Organization Looks Like
– A data-centric organization is one in which people, technologies and processes are designed
and developed with a clear intent of generating relevant information and utilizing it
collaboratively to enhance the business success of an organization. Wikipedia
– Data-driven-ness is about building tools, abilities, and, most crucially, a culture that acts on
data. Creating a Data-Driven Organization, Carl Anderson in Dave McComb’s TDAN.com Column

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• Role of Metadata in Becoming Data-Centric
– Manage Data as a Primary and Permanent Asset
– Information Systems and Applications Come and Go
– Data-centric computing merges hardware and software to treat data as a source of value.
– Data-centric depends on people understanding and having confidence in the data.

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• Role of Data Governance in Becoming Data-Centric
– Govern Data and Metadata as a Primary and Permanent Asset
– Information Systems and Applications Come and Go But the Data Sustains
– Data-centric computing merges hardware and software to treat metadata as a source of value.
– Data-centric depends on people understanding and having confidence in the metadata.

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• Summarize Relationship Between Data Governance and Metadata
– Data Governance is the execution and enforcement of authority over the management of data
and data-related assets.
– Metadata Governance is the execution and enforcements of authority over the management
of metadata and metadata-related assets.
– Metadata is data recorded in IT tools that improves both the business and technical
understanding of data and data-related assets.
– Metadata is data and is a data-related asset.
– Data will not govern itself. Metadata will not govern itself.

#RWDG @RSeiner
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• In the webinar, I shared
– Delivering an Improved Definition of Metadata
– Communicating the Relationship Between Successful Governance and Metadata
– Getting Your Business Community to Embrace the Need for Metadata
– Determining the Metadata That Will Provide the Most Bang for Your Bucks
– The Importance of Metadata Management to Becoming Data-Centric
Summary

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Questions & Answers

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Contact Information
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
rseiner@tdan.com @RSeiner

Data Governance and Metadata Management

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