Pre-conference workshop at KM World/Intranets 2006

1. Modeling & managing metadata for greater productivity Jean Graef The Montague Institute Jean.graef at montague.com (413) 367-0245

4. Examples: Recipes

5. Examples: Reference

6. Examples: Reference

7. Examples: Grocery shopping

8. Examples: Market Research

9. Examples: Selling food additives

10. Examples: Food allergies

17. What’s a model? High level blueprint for identifying, mapping, & maintaining attributes

20. Business process model

21. Metadata relationships

22. 1. Building a metadata model users process content X

23. 2. Building a metadata model Patients Doctors Food marketers Food manufacturers Medical community Outreach Finance Mitigate allergy Illnesses Investors Purchasing agents FDA Food manufacturers R&D Marketing Sales Finance Chemical sales Investors Media buyers Cooks Consumers Advertisers Marketing Sales Finance Food-related advertising Stakeholders External domains Internal domains Objective

24. 3. Building a metadata model recipe ingredients instructions plan menu Main ingredient Cuisine Prep method Season/occasion Course/meal Dish Special consider.

25. 4. Building a metadata model recipe ingredients instructions plan menu Food allergies appliances problems Food shopping ingredients Symptom – diagnosis - remedy Symptom – diagnosis - remedy

26. 5. Building a metadata model Samples form Products taxon Product Moon (K) Ingredients Food marketing Brands taxon Brands Arm & Hammer Ingredients Food menus Food taxon Ingredients Milk Ingredients Market research SIC codes Food Additives & supplements Ingredients Use Source Metadata Example Type

27. 6. Building a metadata model Customer ID Product ID Order date Order status Record ID Disposal status Retention schedule Authorized by Access rights Use history Common name Scientific name ID number Date created Language Version Samples ordering Document Management Use management Search & browse Identification

28. 7. Building a metadata model User input No Product Taxon Select No Yes Product System No N/A System No Yes ID Source Default value Reference Entry value Repeatable? Mandatory? Name

30. File system File type File Access procedure Doc PDF exe Program Word Acrobat System Double click Search Metadata: File name File path Create date Modified date Thumbnail

31. File system

32. Application Default Directory File Access procedure Program Word Dreamweaver InDesign Open Edit Delete Browse Metadata (Properties): File name Thumbnail Program Creator Licensee Custom

33. Application

34. Enterprise system Portal Search Content creation Security Collaboration Content archives Application interface metadata metadata metadata metadata metadata metadata

35. Metadata repository Metadata repository Rules Search Portal E-commerce Service KB RBDMS Web sites Local archives Applications Content sources

36. Metadata repository

41. Montague Institute Contacts Billing Messages Thesaurus A – Z index Passwords Documents Statistics Organizations Countries Products Digest A – Z index

42. A – Z index

43. Search with thesaurus

44. Related articles

48. White space map

49. Mapping terms

56. More info Montague Institute Review http://www.montague.com/review/review.html