Epsilon Final Presentation

Michael Braly ▪ Michael Brown ▪ Pui Chee Chan ▪ Kevin O’Halloran ▪

Ann Samuelson ▪ Sandy Tao

IMT 589, Winter 2006

March 4, 2006 IMT 589- Epsilon 2

Scope of the Project

WindSport© Paragliding» Merging companies: WindSport© and High Flight» International company » ~ 2000 employee in 5 locations» Offers products and service

Business Goals:» Enterprise metadata schema» Migration and protection sensitive data» Increase sales» Support network of vendors, customers, affiliates

March 4, 2006 IMT 589- Epsilon 3

Approach

Top down – faceted classification schema» Used PMEST to create facets» Used www.epicurious.com as reference point

Bottom up» Used www.dublincore.org to identify elements» Used organizational evaluation criteria

Highly iterative and interactive

March 4, 2006 IMT 589- Epsilon 4

The Progress – 1st Abstract Model

WhoPeople: customer, employee, manager, affiliateOrganizations: departments, distributor, retailer, vendor

WhatProduct: services, equipmentPublishable content: manual, brochure, product specs, web page

HowApplication, media, outsourcing

WhereContinent, country, region, state, city, address, postal code

TimeFiscal year, fiscal quarter, calendar year, seasons, date

March 4, 2006 IMT 589- Epsilon 5

Product

Services Equipment

Product

Services Equipment

The Progress – 2nd Iteration

Preliminary content classes and basic elements» Characteristic: flat hierarchy

Retailer/Distributor

Person

Customer

ContentEnterprisePerson

Customer

Retailer/Distributor

Person

firstName

lastName

Height

Weight

…

Enterprise ContentEmployee

startDate

empStatus

Role

ReportTo

..

Content

DC.Creator

DC.Title

Version

DC.Language

DC.Date.Valid

DC.Source

…

March 4, 2006 IMT 589- Epsilon 6

The Progress – 3rd,4th, 5th…. nth iteration

1st: reuse 2nd: do we need the element?

ContentAddress, country, email…

DC.Date (created, modified, expirationDate etc.)

DC.coverage, DataRetentionFrom…

PersonAddress, country, email…

DC.Date (created, modified, expirationDate etc.)

firstName, lastName, birthdate, sex, nationality….

ContactInformation

Address

Country

Email

…

AdministrativeClassDC.Date.*

DC.Relation.isPartof

DC.Keyword

…

March 4, 2006 IMT 589- Epsilon 7

The WindSport© Schema

4 control/administrative content classes 4 content classes with a total of 6 sub-content

classes directly related to the business 50 elements; 18 required

March 4, 2006 IMT 589- Epsilon 8

WindSport© Schema Model

AdministrativeClass (Admin)Date

ContactInformation (Contact)

DescriptiveClass (Desc)

Equipment

Services

ContentAdmin

Desc

ProductAdmin

Desc

BusinessOrganizationAdmin

Contact

PersonAdmin

Contact

DateClass (Date)

Department

BusinessCustomer

Employee

IndividualCustomer

Control Content Classes

WindSport© Content Classes

Sub-classes

March 4, 2006 IMT 589- Epsilon 9

Schema Highlights

Ownership Control

AdministrativeClassDC.Publisher ٭DC.Audience

EncryptionRequired

EncrytionMethod

…

Used in WindSport© classes Person Business Organization Content Product

Satisfy criteria C.4 H.2, H.7 I.5 E.1, E.4

March 4, 2006 IMT 589- Epsilon 10

Schema Highlights

Audience Control

AdministrativeClassDC.Publisher

DC.Audience ٭EncryptionRequired

EncrytionMethod

…

Used in WindSport© classes Person Business Organization Content Product

Satisfy criteria C.1 H.5 E.6 S.5

March 4, 2006 IMT 589- Epsilon 11

Schema Highlights

Subject Control

AdministrativeClass…

EncryptionRequired

EncrytionMethod

Language

Subject ٭…

Used in WindSport© classes Person Business Organization Content Product

Satisfy criteria C.2, C.6 S.6, S.2 E.1, E.2

March 4, 2006 IMT 589- Epsilon 12

Schema Highlights

Security Control

AdministrativeClass…

DC.Audience

EncryptionRequired ٭EncrytionMethod ٭…

Role ٭DC.Rights.accessRights ٭…

Used in WindSport© classes Person Business Organization Content Product

Satisfy criteria C.7 H.1, H.5 I.3, I.4 E.3

March 4, 2006 IMT 589- Epsilon 13

Schema Highlights

Hierarchical Control

DescriptiveClass…

Format

Identifier

Relation ٭Relation.isPartOf ٭

Used in WindSport© classes Content Product

relation.isPartOf is also reused in: Department (content subclass)

Satisfy criteria C.3 H.8 E.2

March 4, 2006 IMT 589- Epsilon 14

Schema Highlights

WindSport© Content Classes

BusinessOrganization…

Language ٭BusinessEntityType ٭InternalFlag ٭

Satisfy WindSport© Case Study

Merger – The High Flight manufacturing into WindSport

Language – Spanish version Access – Allow vendor to see

restricted view of intranet Sales – Product available in

EU vs. North America

ContactInformationAddress

Address.Country ٭… Product

…

Coverage ٭Price ٭…

March 4, 2006 IMT 589- Epsilon 15

Areas Not Addressed

Users:» Ability to customize the view of information (E.5)» Ability to customize the metadata (E.7)

Integration:» Accessibility (I.2)» Enforce the use of these tags (I.9)» Approves the Project Charter (I.10)

Search and Navigation» Track user’s previous searches (S.4)

March 4, 2006 IMT 589- Epsilon 16

Obstacles

Technical issues» SchemaLogic» Mouse fight (Kevin: “You bastard!”)

Non-technical» Semantics» Endless Discussions

Metadata vs. Database Application vs. Metadata

» Let me draw a picture of that

March 4, 2006 IMT 589- Epsilon 17

Lessons Learned

Creating a schema is a group process A metadata schema is a view of the world A software is not the solution Creating a metadata schema is costly Need to understand the ROI for every element

March 4, 2006 IMT 589- Epsilon 18

Lessons Learned

More diagrams, visual aids Better definition of terms along the way More clearly defined evaluation criteria Timebox the discussions Approach for enterprise metadata solution?

» Small schema for entire enterprise» More detailed schema for a smaller area

March 4, 2006 IMT 589- Epsilon 19

Resources

Yueh Lin Chan and Jemily Chang» the Administrative Class» the format of Product CV

www.dublincore.org www.epicurious.com Bedford, D. A. D. (2004, May 15). Enterprise taxonomies

– context, structures & integration. Presented at the American Society of Indexers Annual Conference. Retrieved December 16, 2005 from http://www.asindexing.org/site/conferences/conf2004/Enterprise.ppt.

March 4, 2006 IMT 589- Epsilon 20

Thanks!

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March 4, 2006 IMT 589- Epsilon 21

Kevin