RWDG Slides: Metadata Governance for Catalogs, Glossaries, Dictionaries, and Data

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Copyright © 2018 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non‐Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Metadata Governance for Catalogs, Glossaries,
Dictionaries and Data
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
February 21, 2019 – 11:00 a.m. PT / 2:00 p.m. ET
Real‐World Data Governance

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A Critical Enabler: Data Cataloging Using Activated Metadata
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Delivers these data assets within
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#RWDG @RSeiner
• Real‐World Data Governance – Monthly Webinar Series
March 21, 2019 – Activate Your Data Governance Policy – w/special guest Len Silverston (Zen w/Len)
Third Thurs @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
• Non‐Invasive Data Governance Book
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• Non‐Invasive Data Governance Online Learning Plan
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Home of Non‐Invasive Data Governance™
Home of Non‐Invasive Metadata Governance™
Introduction

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#RWDG @RSeiner
• In this webinar, I will discuss:
– Relationship between Data Governance and Metadata Governance
– Metadata Collected in Catalogs, Glossaries and Dictionaries
– How to Maximize the Use of Data Documentation in each Resource
– Governing Documentation in Catalogs, Glossaries and Dictionaries
– Measuring the Effectiveness of Governed Metadata
Metadata Governance
Abstract

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#RWDG @RSeiner
• Data Governance
– Data Governance is the Execution and Enforcement of Authority
Over the Management of Data and Data‐Related Resources.
• Data Stewardship
– Data Stewardship is the Formalization of Accountability
– A Data Steward is a person that is held formally accountable for their
relationship to the data they define, produce and use.
• Metadata
– Data, stored in IT tools, that improves both the business & technical
understanding of Data and Data‐Related Resources.
Metadata Governance
Definitions

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#RWDG @RSeiner
• Data Governance
– Data Governance is the Execution and Enforcement of Authority
• Data Stewardship
– Data Stewardship is the Formalization of Accountability
– A Data Steward is a person that is held formally accountable for their
relationship to the data they define, produce and use.
• Metadata
– Data, stored in IT tools, that improves both the business & technical
understanding of Data and Data‐Related Resources.
Metadata Governance
Definitions

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• Non‐Invasive Data Governance™
– The practice of:
• applying formal accountability & behavior
• through non‐invasive roles & responsibilities
• to existing and / or new processes
• to assure that the definition, production & usage of data
• assures regulatory compliance, security, privacy, protection & quality.
Metadata Governance
Definitions

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• Non‐Invasive Data Governance™
• to assure that the definition, production & usage of data
– Non‐Invasive describes how governance is applied to assure
non‐threatening management of valuable data assets.
– The goal is to be
» Transparent
» Supportive
» Collaborative.
Metadata Governance
Definitions

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• Non‐Invasive Metadata Governance™
• to assure that the definition, production & usage of metadata
– Non‐Invasive describes how governance is applied to assure
non‐threatening management of valuable metadata assets.
– The goal is to be
» Transparent
» Supportive
» Collaborative.
Metadata Governance
Relationship between Data Governance and Metadata Governance

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• Framework for Data Governance
Metadata Governance

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Metadata Governance

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Metadata Governance

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– Components
• Data Roles (Authority)
• Data Process
• Data Communications
• Data Metrics
• Data Tools
Metadata Governance

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• Framework for Metadata Governance
– Components
• Metadata Roles (Authority)
• Metadata Process
• Metadata Communications
• Metadata Metrics
• Metadata Tools
Metadata Governance

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• Are these components handled in exactly the same way?
– Components
• Metadata Tools
Metadata Governance
Not really!

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• Are these components handled in exactly the same way?
– There are distinct differences!
• Metadata Tools
Metadata Governance
Not really!

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• Data Governance/Metadata Governance (“DG/MG”) Roles
– DG/MG Administrator – Oversee Data/Metadata (“D/M”) governance
– D/M Stewards – Formally responsible for metadata.
– Definers – Define D/M requirements
– Producers – Makers of D/M
– Users – Benefit from D/M
Metadata Governance

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• DG/MG Process
– Process of defining DG/MG requirements
– Process of producing D/M
– Process of using D/M to benefit performance
Metadata Governance

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• DG/MG Communications
– Orientation Communications
– On‐boarding Communications
– On‐going Communications
Metadata Governance

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• DG/MG Metrics
– Improvements in Efficiency
– Improvements in Effectiveness
– Improvements in Understanding / Confidence
– Improvements in Data Documentation Availability
– Improvements in Decision Making
Metadata Governance

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• DG/MG Tools
– D/M Definition Tools
– D/M Production Tools
– D/M Usage Tools
Metadata Governance

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• DG/MG Tools
• Data Catalog
• Business Glossary
• Data Dictionary
• Database Management
• Front End Systems
• Data Integration Tools
– D/M Usage Tools
• Reporting Platforms
• Analytical Platforms
Metadata Governance

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• DG/MG Tools
• Data Catalog
• Business Glossary
• Data Dictionary
• Database Management
• Front End Systems
• Data Integration Tools
– D/M Usage Tools
• Reporting Platforms
• Analytical Platforms
Metadata Governance

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• What metadata should we collect in …
– Data Catalogs
– Business Glossaries
– Data Dictionaries
Metadata Governance
Metadata Collected in Catalogs, Glossaries and Dictionaries

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• What metadata should we collect in …
– Data Catalogs
– Business Glossaries
– Data Dictionaries
• The answer is not the same for every organization.
• There are common practices.
• Gathering metadata requirements include …
– What metadata should we collect
– How are we going to collect it
– How are we going the govern the metadata because we know
The Metadata Will Not Govern Itself!
Metadata Governance

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#RWDG @RSeiner
• Data Catalogs
– What is it that you are looking to catalog?
• Data Inventory – Metadata specific to data resources
• Data Ownership – Metadata specific to owners and SMEs
• Data Classification – Metadata associated with protection
• Reports – Metadata about available reports and logistics
• Critical Data Resources – Specific to each organization.
– The type of catalog will dictate what metadata to include!
Metadata Governance

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• Business Glossaries
– Semantics
– Terms
– Subject Areas
– Functions
– Process Flows
– Rules
• Not always connected to the D/M.
Metadata Governance

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– Semantics
– Terms
– Subject Areas
– Functions
– Process Flows
– Rules
• Rationalized to the D/M.
Metadata Governance

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• Data Dictionaries
– Data in specific resources
– Data attributes
– Custom attributes
– Acceptable values
– Data ownership
• Rationalized to the Glossary and Data.
Metadata Governance

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– Semantics
– Terms
– Subject Areas
– Functions
– Process Flows
– Rules
• Not always connected to the D/M.
Metadata Governance

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• The use of the Data Catalogs
– Assure that the metadata is accurate
– Assure that the metadata is up to date
– Assure that the metadata is available
– Assure that the people know the metadata is available
– Assure that the people know how to access the metadata
Metadata Governance
How to Maximize the Use of Data Documentation in each Resource

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• The use of the Data Dictionaries
Metadata Governance

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• The use of the Data Dictionaries
• Considerations
– Deliver Data Definition metadata with the data
– Deliver governed change management around Data Definition metadata
Metadata Governance

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• What does it mean to govern the documentation?
– Simply stated …
• Govern the definition of what documentation will be collected
• Govern the production of the documentation
• Govern the use of the documentation
Metadata Governance
Governing Documentation in Catalogs, Glossaries and Dictionaries

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– What else is needed?
• Roles
• Processes
• Communications
• Metrics
• Tools
Metadata Governance

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– What else is needed?
• Roles
• Processes
• Communications
• Metrics
• Tools
Metadata Governance
All of the components of the
Data Governance Framework shared at
the beginning of this webinar.

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Metadata Governance

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• What about the metadata can be measured?
– Breadth of documentation governed
– Completeness of the metadata and documentation
– Accuracy of the metadata or validated or certified
– People involved in the data documentation process
– People educated and trained in the available metadata
– People access to the documentation
Metadata Governance
Measuring the Effectiveness of Governed Metadata

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• What about the metadata can be measured?
– Customer satisfaction
• Confidence level in the metadata
• Confidence level in the data
• Effectiveness of documentation
• Delivery of documentation
• Timeliness of documentation
Metadata Governance

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• Confidence in the Data
– Isn’t that really what we trying to accomplish with our data?
– Confidence that the data is ______________ .
(fill in the blank with a Data Quality Dimension)
– Confidence that someone is being held formally accountable.
– Confident in their understanding and use of the data.
– Confident that the appropriate tools are being provided.
Metadata Governance

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#RWDG @RSeiner
• In this webinar, Bob discussed:
– Relationship between Data Governance and Metadata Governance
– Metadata Collected in Catalogs, Glossaries and Dictionaries
– How to Maximize the Use of Data Documentation in each Resource
– Governing Documentation in Catalogs, Glossaries and Dictionaries
– Measuring the Effectiveness of Governed Metadata
Metadata Governance
Summary

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#RWDG @RSeiner
Questions and Answers
Next Month – Real‐World Data Governance Webinar Series
Activate Your Data Governance Policy … w/Special Guest
March 21st, 2019 – 2 pm ET
Sign up at TDAN.com, Dataversity.net, KIKConsulting.com

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#RWDG @RSeiner
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
Post Office Box 112571, Upper St. Clair, Pennsylvania 15241
412.220.9643, 412.220.9644 (Fax)
rseiner@kikconsulting.com
rseiner@tdan.com
@RSeiner #RWDG
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RWDG Slides: Metadata Governance for Catalogs, Glossaries, Dictionaries, and Data

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