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Metadata Primer

A Primer on the Role of Metadata in Technical Documentation

This presentation introduces writers to the role of metadata in technical documentation. It provides an overview of metadata standards and then goes on to describe the process of creating metadata using a sample document. Finally, this presentation looks at the future of metadata such as user generated metadata in the form of social tagging and their possible applications in technical documentation.

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Metadata Primer

  1. 1. Metadata Primer Selvakumar T.S 1 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  2. 2. Source: Siderean Software, Inc. All of the answers are here. Now, what was the question? 2 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  3. 3. Issues with Information Access Today • Tons of content from disparate sources. • Cumbersome navigation. • Keyword search assumes you know what you are looking for. • L Large number of search results -- most of them b f h lt t f th irrelevant. • Lack of context in search results. • Search engines rely on mathematical algorithms to determine relevance and ranking of search results. Fortune 500 companies lost $12 billion due to inability to find information in 2003 2003. -IDC 3 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  4. 4. A Quick Demo on Information Access Issues and Possibilities Source: 4
  5. 5. Agenda • Understanding Metadata • Metadata Applications • Metadata Standards • Working with Metadata • Future of Metadata 5
  6. 6. Understanding Metadata 6
  7. 7. INVENT VE N E TI What is Metadata? at s etadata Data that provides information about other data. – Merriam Webster’s Online Dictionary Data about data. For example, the title, subject, author, and size of a file constitute metadata about the file. file – Microsoft Computer 7 Dictionary, Fifth Edition
  8. 8. Metadata Example: File > Properties in Microsoft Office 8
  9. 9. Metadata Example: Album Information in Media Players 9
  10. 10. Metadata in HTML <META name=<property> content=“<value>” /> 10 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  11. 11. Metadata Reflects Content and User Needs 11 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  12. 12. Types of Metadata Intrinsic: metadata that an object holds about itself File name, file size … Descriptive: metadata that describes th object D i ti t d t th t d ib the bj t Subject, title, audience, keywords … Metadata describes the who, what, when, where and Administrative and Rights: metadata used to manage how about every facet of data data. the object 12 Create date, modify date, expiry
  13. 13. Metadata Applications 13 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  14. 14. Improved Search with Metadata • Filter search by metadata. 14 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  15. 15. Improved Navigation with Metadata • Aggregate topics with same metadata to create browseable indexes or categories. 15 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  16. 16. Display Context and Relationships with Metadata Cross-marketing on amazon.com. g 16 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  17. 17. Personalization and customization • Display content according to role or audience audience. 17 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  18. 18. Other Metadata Applications • Discovery and compliance – Identify the need to update, retain, protect, and dispose content for i t f internal or regulatory requirements. l l t i t • Interoperability … – Content tagged with same metatags ( gg g (META name) from ) different sources can be easily integrated. Metadata allows unstructured content to be managed like structured content. 18 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  19. 19. Metadata Standards 19 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  20. 20. Need for Metadata Standards • Different information providers using different metadata schemas. • Even metadata schemas of groups within organizations are different or out of sync. • The result: – Inconsistent search results. – Lack of interoperability. – Information silos. – … An US$ 2B Oil & Gas project suffered a loss of US$120M due to inability to locate a document or a misunderstanding about which document is needed. -SchemaLogic, Inc. 20 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  21. 21. Some Metadata Standards • Dublin Core • Metadata support in DocBook and pp DITA • IMS Global Learning Consortium • LOM (IEEE’s L (IEEE’ Learning Obj i Object Metadata) • SCORM (ADL) - Learning Objects • EAD (Encoded Archival Description) Standard formats and approaches enable interoperability and the sharing of metadata. g 21 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  22. 22. Dublin Core • http://dublincore.org • General purpose metadata standard for use across domains. • 15 core elements. • El Element qualifiers t narrow th meaning of elements. t lifi to the i f l t – Example: A Date Created versus a Date Modified. • Encoding schemes: Controlled vocabularies or parsing rules to refine the interpretation of an element. – Example: A term from a controlled vocabulary such as the Library of Congress Subject Headings Headings. • Can be represented in HTML and in XML (RDF). 22 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  23. 23. Dublin Core Metadata Elements • Title • Creator • Subject j • Description • Publisher • Contributor • Date • Type • Format • Identifier Id tifi • Source • Language • Relation • Coverage • Rights 23 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  24. 24. Dublin Core Metadata Example Source: http://www.sics.se/~preben/DC/DC_guide.html 24 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  25. 25. Metadata Support in DocBook • Metadata at different levels – title, info and bookinfo at book level – title, info and chapterinfo at chapter level – title, info and chapterinfo at section level • DocBook supports Dublin Core schema 25 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  26. 26. Metadata Support in DITA • DITA supports a variety of standard and custom metadata: – Author information – Copyright information – Product information – Resource ID f h l systems R IDs for help t – Document tracking information – Audience information – Keywords K d – Custom metadata (otherprops) • <prolog> element defines metadata at the topic level. • <topicmeta> element defines metadata that applies to a topic when it appears in a map. • Metadata at every level 26 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  27. 27. Sample of Metadata elements within <prolog> element <prolog> <author> (name of topic’s author) <copyright> <critdates> (document tracking information) <permissions> <publisher> <source> <metadata> <audience> (intended audience) type=“user | purchaser | administrator | … | other” othertype= j job=“installing | customizing | administering | … | other” g g g otherjob= experiencelevel=“novice | general | expert” <category> (content category used for grouping topics) <keywords> (keywords for search engines) <prodinfo> <othermeta> … … 27 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  28. 28. Working with Metadata 28 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  29. 29. Creating Metadata • Create it from scratch. • Reuse existing metadata and build on it. • Start with a standard. 29 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  30. 30. Metadata Process Create Add Content Publish Metadata Review & Review & Improve Improve • Identify content that will benefit from metadata using the 80/20 rule. • Build a controlled vocabulary or use a vocabulary from a commercial source such as www.taxonomywarehouse.com. y – Example: The Getty Thesaurus of Geographic Names (TGN) • Apply metadata to content using templates or using indexing tools. • Get it reviewed. reviewed • Evaluate search logs and user surveys to improve metadata. • Continuously review metadata. 30 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  31. 31. Metadata Template: A Manual Approach 31 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  32. 32. Metadata Indexing and Discovery Tools • Data Harmony http://www.dataharmony.com • Interwoven MetaTagger http://www.interwoven.com • Mondeca http://www.mondeca.com • MultiTes http://www.multites.com/ • Synaptica http://www.synaptica.com • SchemaLogic http://www.schemalogic.com • WebChoir http // http://www.webchoir.com ebchoir com • WordMap http://www.wordmap.com/ 32 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  33. 33. Future of Metadata 33 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  34. 34. Future of Metadata • Automated metadata generation. • Social tagging – tagging by users. • Geo tagging. 34 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  35. 35. Social Tagging Example: tagging 35 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  36. 36. Social Tagging Example: 36 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  37. 37. Geo Tagging Example 37 August 9, 2009 Cadence Confidential: Cadence Internal Use Only
  38. 38. Q&A 38 August 9, 2009 Cadence Confidential: Cadence Internal Use Only

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