EuroIA 2013: Metadata in Cross-Channel Ecosystems

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Metadata in cross-channel ecosystems Adam Ungstad EuroIA 2013

description

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.

Transcript of EuroIA 2013: Metadata in Cross-Channel Ecosystems

Page 1: EuroIA 2013:  Metadata in Cross-Channel Ecosystems

Metadata in cross-channel ecosystems

Adam UngstadEuroIA 2013

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what is metadata?

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metadata is information about information objects

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what is an information object?

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what is an information object?

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what is an information object?

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what is an information object?

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what is an information object?

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what is an information object?

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what is an information object?

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what is an information object?

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metadata is information about information objects

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3 TYPES OF METADATA

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3 TYPES OF METADATA•Administrative Metadata

Used to manage information objects

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3 TYPES OF METADATA•Administrative Metadata

Used to manage information objects

•Descriptive MetadataUsed to discover and identify information objects

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3 TYPES OF METADATA•Administrative Metadata

Used to manage information objects

•Descriptive MetadataUsed to discover and identify information objects

• Structural MetadataUsed to structure and exchange information objects

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CROSS-CHANNEL ECOSYSTEMS

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ecosystemscommunities of interacting organisms and their environment

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ecosystemscommunities of interacting organisms and their environment

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ecosystemscommunities of interacting organisms and their environment

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

multi-channelOne or more channels to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

multi-channelOne or more channels to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

multi-channelOne or more channels to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

multi-channelOne or more channels to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

cross-channelmust use more than one channel to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

cross-channelmust use more than one channel to complete objective

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PHONE WEBSITE SMS MAIL APPPHONE WEBSITE SMS MAIL APP

cross-channelmust use more than one channel to complete objective

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In order to use more than one channel we must exchange information.

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HOW DO WE EXCHANGE INFORMATION?

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Excuse me, do you know where platform 15 is?

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Désolé, je ne vis pas ici, juste de passage. Je ne

parle pas anglais. Qu'est-ce que vous cherchez?

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Common Language

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Common Language

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Common Language

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Common Language

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Common Language

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Common Language

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XML

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OASIS

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GOOD RELATIONS

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RDF

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Lexiconthe words and phrases used in

an information exchange

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Lexiconthe words and phrases used in

an information exchange

SemanticsThe meaning of the words and

phrases used

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Lexiconthe words and phrases used in

an information exchange

SemanticsThe meaning of the words and

phrases used

SyntaxHow information is expressed

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How do we document Lexicon, Semantics,

and Syntax?

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Data Standardsdefine how data is captured and exchanged

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Data Standardsdefine how data is captured and exchanged

Controlled Vocabularydefines semantics and syntax of words used in a domain

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Data Standardsdefine how data is captured and exchanged

Controlled Vocabularydefines semantics and syntax of words used in a domain

Thesauripreferred terms, hierarchy and associative relationships

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Data Standardsdefine how data is captured and exchanged

Controlled Vocabularydefines semantics and syntax of words used in a domain

Thesauripreferred terms, hierarchy and associative relationships

Taxonomyclasses, structure and hierarchy

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Data Standardsdefine how data is captured and exchanged

Controlled Vocabularydefines semantics and syntax of words used in a domain

Thesauripreferred terms, hierarchy and associative relationships

Taxonomyclasses, structure and hierarchy

Ontologydomain representation, complex relationships

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Organization 1

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Mental Model

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End Users

Mental Model

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LINKED OPEN DATA

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WEB OF DATA

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Google Images

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Google Images

DBPedia

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Google Images

DBPedia

Gracenote

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Google Images

DBPedia

Gracenote

Concerts

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Google Images

DBPedia

Gracenote

Concerts

DBPedia

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Google Images

DBPedia

Gracenote

Concerts

DBPedia

Search Logs

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DBPedia

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SO WHERE DO WE START?

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1. Link metadata to Return On Investment (ROI)

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“If I invest in this metadata thing, what’s it going to

do for me?”

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Show how metadata enables:

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Show how metadata enables:•Publishing across platforms (portals & intranets)

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Show how metadata enables:•Publishing across platforms (portals & intranets)•New products from new data

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Show how metadata enables:•Publishing across platforms (portals & intranets)•New products from new data•Content Strategy & Responsive Design

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Show how metadata enables:•Publishing across platforms (portals & intranets)•New products from new data•Content Strategy & Responsive Design •Consistency in User Interfaces

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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!

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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

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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

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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

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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!

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“OK lets do it. Now what?”

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2. Define your data

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Defining your data:

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Defining your data:

•Choose the right project

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Defining your data:

•Choose the right project•Define what you need to define

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Defining your data:

•Choose the right project•Define what you need to define•Get the right people involved

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Defining your data:

•Choose the right project•Define what you need to define•Get the right people involved•Iterate, iterate, iterate

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Defining your data:

•Choose the right project•Define what you need to define•Get the right people involved•Iterate, iterate, iterate•Use existing standards

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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

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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

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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

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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

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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!

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“Now we know what we have. So what do we do with it?”

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3. Build the infrastructure

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Building the infrastructure:

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Building the infrastructure:

•Choose the right project

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Building the infrastructure:

•Choose the right project•Find partners in & outside the organization

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Building the infrastructure:

•Choose the right project•Find partners in & outside the organization•Identify existing & proposed data exchanges

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Building the infrastructure:

•Choose the right project•Find partners in & outside the organization•Identify existing & proposed data exchanges•Map differences between data sets

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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

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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

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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

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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!

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4. Enjoy the journey.

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4. Enjoy the journey.

Have Fun!

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Thank you!

@AdamUngstadwww.ungstad.com