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Search-Friendly Metadata
ILTA 2012 Series: Putting the Enterprise Back in Search
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Today’s SponsorToday’s SponsorToday’s SponsorToday’s Sponsor
Our Presenters
Matt CoatneyBusiness Relationship Manager, WilmerHale
@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch
Kevin ParmelandSenior Software Developer, Premier Technology Solutions
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Today’s Agenda
The Future of Metadata
Real-Life Metadata in Law Firms
Why Metadata is Important for Search
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Metadata: The Legend of Our Search MapMetadata: The Legend of Our Search Map
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
The Importance of MetadataA tale of three search engines…
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Too little…Too little…Too little…Too little…
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And much more…
Focus ModeImage FormatImage Stabilization TypeLCD Size (in)LCD Size RangeLens TypeMax Shutter SpeedMaximum ApertureMaximum ISO SpeedMaximum Still Frame RateMemory Card Type
(MicroSD)(MicroSD Card)
Min Shutter SpeedMinimum ApertureMinimum ISO SpeedOptical Zoom RangeProduct LineResolutionResolution HeightResolution WidthSensor TypeViewfinder TypeWhite Balance ModeCondition
Too much…Too much…Too much…Too much…
Just right!Just right!Just right!Just right!
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Today’s Agenda
The Future of Metadata
Real-Life Metadata in Law Firms
Why Metadata is Important for Search
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
• Document name, title• Author, editor• Date created, modified• Associated client, matter
• Client industry• Practice group• Area of law• Matter type
• Lead partner on matter• Author demographics• Author biography, expertise
Common Metadata
in Law Firms
Document Management System
Client/Matter Intake(“Meta-metadata”)
HR SystemsMarketing, Website
Similar approach and metadata elements
exist for other search objects of interest, e.g.
matters (experience) and people (expertise)
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Automated Extraction of Metadata
Entities
People (attorneys,
judges, etc.)
Companies, law firms, and
clientsLegal citations
Key concepts
Type of document
Jurisdiction
Categories
Can help answer our user’s search needs
without requiring intensive manual tagging …
… but is very hard to get right, given
variation in language, names, etc.
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
An Example in the Law Firm Context
Filter people, or even associated documents
and matters, by biographical information such
as department, location, or bar admissions.
Easily locate content by jurisdiction or governing law –
gleaned from matter/KM databases or even
automatically extracted from associated documents
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Metadata “Mash-up”How linking metadata improves search
Who has worked on asbestosis
cases at my firm?
TimecardTimecardTimecardTimecardnarrativesnarrativesnarrativesnarratives
Documents Documents Documents Documents and Emailand Emailand Emailand EmailHR, CRM HR, CRM HR, CRM HR, CRM
DatabasesDatabasesDatabasesDatabasesMarketing, Marketing, Marketing, Marketing, Bio PagesBio PagesBio PagesBio Pages
No hits - maybe someone worked on cases but did not explicitly mention in their bio/experience?
Link other metadata using keys such as timekeeper ID or client/matter
Too many hits – who is relevant to my search?
Sort our results by relevance score, e.g. by who has authored the most documents
and timecards about asbestosis
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Choosing what metadata filters to displayAlso known as avoiding a game of “Where’s Waldo”…
www.findwaldo.com
Narrow your resultsNarrow your resultsNarrow your resultsNarrow your results
Person’s Name
√ Waldo (1)Not Waldo (395)
Today’s Agenda
The Future of Metadata
Real-Life Metadata in Law Firms
Why Metadata is Important for Search
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
The future of metadataAs it relates to – what else? - maps
Automatically ExtractedContextual
Personalized & SocialPredictive
Relevant merger agreementsRelevant merger agreementsRelevant merger agreementsRelevant merger agreements
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The future of metadataAn example closer to home…
Matters related to overseas utility mergersMatters related to overseas utility mergersMatters related to overseas utility mergersMatters related to overseas utility mergers
100675-00210 Energizer Holdings acquisition of United
5669815-00021 Overseas holdings asset purchase
0017654-00019 Constellation acquisition of Russia Energy
Responsible partner: L. LeeIndustry: UtilitiesJurisdiction: United States (Federal)
Responsible partner: M. GoldblattIndustry: Utilities, Oil and GasJurisdiction: European Union
Responsible partner: B. AnthonyIndustry: Utilities, Oil ExplorationJurisdiction: Russia
Colleagues with knowledge of this topicColleagues with knowledge of this topicColleagues with knowledge of this topicColleagues with knowledge of this topic
A. Fitch
B. Matlock
Office: BirminghamSpecialties: Utilities, M&AYears Experience: 21
Office: RaleighSpecialties: M&A, International TradeYears Experience: 32
Office: Washington, D.C.Specialties: Oil Exploration, M&AYears Experience: 15
S. Tracey
You share 5 colleagues
You share 15 colleagues
You share 2 colleagues
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
In closing … which map are we showing our users?
Thanks to Our Presenters
Matt CoatneyBusiness Relationship Manager, WilmerHale
@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch
Kevin ParmelandSenior Software Developer, Premier Technology Solutions
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Thank you for joining us!
Please join us for our expert panel at ILTA
Thursday August 30th @ 3:30 pm Eastern
And please join our last webinar
The Future of Search and Enterprise Content
Wednesday, September 19th @ 12:00 pm Eastern
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Today’s SponsorToday’s SponsorToday’s SponsorToday’s Sponsor
Website http://www.premiertechnology.com
E-mail [email protected]
Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M
Today’s SponsorToday’s SponsorToday’s SponsorToday’s Sponsor