Do-It-Yourself Metadata Framework

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Copyright © 2021 Robert S. Seiner – KIK Consulting & EducationalServices / TDAN.com
Non-InvasiveData Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real-World Data Governance
Do-It-Yourself (DIY) Metadata Framework
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
May 20, 2021 – 11:00 a.m. PT / 2:00 p.m. ET

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#RWDG @RSeiner
DIY Metadata Framework
Introduction – Bob Seiner
Real-World Data Governance – Monthly Webinar Series
June 17, 2021 – Data Governance Roles as the Backbone of Your Program
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
Non-Invasive Data Governance Book
ISBN 9781935504856 / Technics Publications / Amazon.com
Speaking @ DATAVERSITY Live and Virtual Events
Data Architecture Online – July 14, 2021
Non-Invasive Data Governance / Metadata Governance Online Learning Plans
Available Now: Business Glossaries, Data Dictionaries and Data Catalogs (6 course learning plan)
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The Data Administration Newsletter (TDAN.com)
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Produced by DATAVERSITY – Subscribe for emails
KIK Consulting & Educational Services
Updated Site: KIKConsulting.com (“Knowledge is King”)
Home of Non-Invasive Data Governance™
Carnegie Mellon University (CMU)
Adjunct Faculty – Heinz College CDataO Program

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• In the webinar, Bob will share:
– The Structure of a Reusable Metadata Framework
– The Effort Required to Implement the Framework
– The Value that Comes from Using the Metadata Framework
– How to Sell the Framework to the Organization
– A New Look for Your Organization’s Metadata
Abstract

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• Data Governance
– Data Governance is the Execution and Enforcement of Authority
Over the Management of Data and Data-Related Resources.
• Data Stewardship
– Data Stewardship is the Formalization of Accountability
Over the Management of Data and Data-Related Resources.
Definitions

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• Non-Invasive Data Governance™
– The practice of:
• applying formal accountability & behavior
• through non-invasive roles & responsibilities
• to existing and / or new processes
• to assure that the definition, production & usage of data
• assures regulatory compliance, security, privacy, protection & quality.
– Non-Invasive describes how governance is applied to assure
non-threatening management of valuable data assets.
– The goal is to be
» Transparent
» Supportive
» Collaborative.
Definitions

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• [to] gov·ern [data]
v. gov·erned, gov·ern·ing, gov·erns
– To make and administer the public policy and affairs
– To exercise sovereign authority
– To control the speed or magnitude
– To regulate
– To control the actions or behavior
– To keep under control; to restrain
– To exercise a deciding or determining influence
– To exercise political authority
– To have or exercise a determining influence
FreeDictionary.com
Definitions

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• What is a Metadata Framework?
• Tiers of Metadata
• Customize the Framework for Your Organization
• The Framework
• The Framework Extended
The Structure of a Reusable Metadata Framework

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• What is a Metadata Framework?
– A framework is a skeletal structure designed to support or enclose
something. Echo Show
– Parts fitted and joined together. Echo Show
– Structure to support metadata and it’s understanding.
– Pieces fit together to improve usability.
– May become the face of metadata to your organization.

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• Tiers of Metadata
– Determine what is important to your organization.
– Four Levels of Metadata (shared in the past)
• Domains (Subject Areas)
• Business Glossary (Semantic Level)
• Data Dictionary (Data Resource Level)
• Data Catalog (Physical Data Level … or everything else)
– Expanding on the Levels in My Framework

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• Customize the Framework for Your Organization
– Include What You Want
– Call It and Label It What You Want
– Define Your Own Levels Including the Number of Levels
– Keep It Simple and Memorable
– Connect Them the Way It Makes Sense to You

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• The Framework
– Standard Framework
– Framework Example
– Data Lineage

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Data
w/in
Resource
Data
w/in
Resource
Data Domains
Business Glossary
Data Dictionary
Data Catalog
Subject Areas
Data Topics
Business Areas
Semantic Metadata
Business Vocabulary
Common Terminology
Business Language
Business Metadata
Definition of Standard Data
Element and Associated
Context Specific Attributes
Technical Metadata
Inventory and Details of Data
in Specific Data Resource
COMPANY SEMANTIC FRAMEWORK
DATA ONTOLOGY DETAIL
Data Dictionary
Data Catalog
Business Metadata
Definition and attributes of Data
Element in a Specific Resource
Technical Metadata
Details of Data Element in
Specific Data Resource
Data Catalog
Technical Metadata
Details of Data Element in
Specific Data Resource
Data Dictionary
Logical
Alias
Physical
Alias
Where Data is
in Specific
Resources
COMPANY Semantic Framework Definitions
Data Domains – Groupings of data pertaining to a subject, topic or entity.
Business Glossary – Pieces of data that pertain to a specific Data Domain.
Data Standards – Guideline and specification for the data pieces that are included in the Glossary.
Data Dictionary – Use of the piece of data within a specific Data Resources.
Data Inventory – Register of available Data Resources.
Data Catalog – Details of Data Resources and data available in the Data Resources.
Data Resource – Information system, database or data store.
Attributes – Characteristics of the standards, systems and data within the systems.
Alias – Represented by a different name.
Topic
consists
of
terms.
Data
associated
with
terms
Data
located
in
resources
Business Metadata
Where Data is
in a Specific
Resources
Many
One
Relationships
Framework developed by KIK Consulting for use at COMPANY Last updated – May 14, 2021
Where Topic is in Specific Resources
Where Data is in Specific Resources

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COMPANY Semantic Framework Definitions
Data Domains – Groupings of data pertaining to a subject, topic or entity.
Business Glossary – Pieces of data that pertain to a specific Data Domain.
Data Standards – Guideline and specification for the data pieces that are included in the Glossary.
Data Dictionary – Use of the piece of data within a specific Data Resources.
Data Inventory – Register of available Data Resources.
Data Catalog – Details of Data Resources and data available in the Data Resources.
Data Resource – Information system, database or data store.
Attributes – Characteristics of the standards, systems and data within the systems.
Alias – Represented by a different name.
Many
One
Relationships
Business Terminology

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Subject Areas
Data Topics
Business Areas
Semantic Metadata
Business Vocabulary
Common Terminology
Business Language
Business Metadata
Technical Metadata
Topic
consists
of
terms.
Data
associated
with
terms
Data
located
in
resources

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Subject Areas
Data Topics
Business Areas
Semantic Metadata
Business Vocabulary
Common Terminology
Business Language
Business Metadata
Technical Metadata
Topic
consists
of
terms.
Data
associated
with
terms
Data
located
in
resources

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Subject Areas
Data Topics
Business Areas
Semantic Metadata
Business Vocabulary
Common Terminology
Business Language
Business Metadata
Technical Metadata
Topic
consists
of
terms.
Data
associated
with
terms
Data
located
in
resources

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Subject Areas
Data Topics
Business Areas
Semantic Metadata
Business Vocabulary
Common Terminology
Business Language
Business Metadata
Technical Metadata
Topic
consists
of
terms.
Data
associated
with
terms
Data
located
in
resources

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Data Dictionary
Business Metadata
Data Dictionary
Business Metadata
Data Dictionary
Logical
Alias
Where Data is
in Specific
Resources Business Metadata

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Data Dictionary
Business Metadata
Data Dictionary
Business Metadata
Data Dictionary
Logical
Alias
Where Data is
in Specific

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Data Dictionary
Business Metadata
Data Dictionary
Business Metadata
Data Dictionary
Logical
Alias
Where Data is
in Specific

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
DATA ONTOLOGY EXAMPLE
Data Dictionary
Data Catalog Data Catalog
Data Dictionary
Framework developed by KIK Consulting for use at COMPANY Last updated – May 14, 2021
Opportunity
Opportunity Contact
Opportunity Contact Code
Opp-Contact-Cd
Prospect Contact Type
Pros-Ctct-Type
Data Lake Opp Contact Cd
DL-Opp-Contact-Cd
Many
One
Relationships
Standard
Standard Salesforce
Salesforce
Data Lake
Data Lake
Data Tool Standard Data Resource Reference
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT
RESOURCE ATTRIBUTE
RESOURCE ELEMENT

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Opportunity
Opportunity Contact
Opp-Contact-Cd
Standard
Standard
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Opportunity
Opportunity Contact
Opp-Contact-Cd
Standard
Standard
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT

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Data Domains
Business Glossary
Data Dictionary
Data Catalog
Opportunity
Opportunity Contact
Opp-Contact-Cd
Standard
Standard
Standard
Standard
SUBJECT AREA
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT

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Data Dictionary Data Dictionary Data Dictionary
Opportunity Contact Code Prospect Contact Type Data Lake Opp Contact Cd
Standard Salesforce Data Lake

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Opportunity Contact Code Prospect Contact Type Data Lake Opp Contact Cd
Standard Salesforce Data Lake

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Test-Taker-Last-Name
Subject Area
Business Glossary
Data Dictionary
Data Catalog
DATA ONTOLOGY ADDRESS ATTRIBUTES
Data Dictionary
Data Dictionary
ADDRESS
ADDRESS*
ADDRESS LINE 1*
ADDRESS LINE 2*
CITY NAME*
STATE ABBREVIATION CODE*
COUNTRY CODE*
ZIP CODE*
ZIP+4 CODE*
ADDRESS-LINE-1
ADDRESS-LINE-2
CITY-NAME
STATE-CODE
COUNTRY-CODE
ZIP-5-CODE
ZIP-4-CODE
APPLICANT-STREET-ADDRESS-1
APPLICANT-STATE-CODE
ISO COUNTRYCODE
APPLICANT-ZIP-CODE-5
ISO COUNTRYCODE
OTHER
APPLICANT-ZIP-CODE
INTERNATIONAL POSTAL CODE
ADDRESS-STREET3
RESIDENT-ADDRESS-LINE1
RESIDENT ADDRESS CITY NAME
RESID... ADDRESS STATE PROVINCE CODE
RESIDENT ADDRESS ZIP CODE
Standard
Standard SYSTEM 1
SYSTEM 1
SYSTEM 2
SYSTEM 2
Standard
Standard
SUBJECT MATTER
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
REPORT ATTRIBUTE**
REPORT ELEMENT**
REPORT ATTRIBUTE**
REPORT ELEMENT**
Data Catalog
Data Dictionary
RESIDENT ADDRESS LINE1
RESIDENT ADDRESS-LINE1
RESIDENT ADDRESS-LINE2
SYSTEM 3
SYSTEM 3
REPORT ATTRIBUTE
REPORT ELEMENT
PRESENT STATE
STANDARD
Framework developed by KIK Consulting for use at COMPANY * Example Standard of Address Subject Area ** Actual Name from Resource - Can Be a Report or Database Last updated – May 14, 2021
Many
One
Relationships
THIS IS WHAT THE FIELDS ARE CALLED ON REPORTS

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ADDRESS LINE 1*
ADDRESS LINE 2*
CITY NAME*
COUNTRY CODE*
ZIP CODE*
ZIP+4 CODE*
ISO COUNTRYCODE
Standard SYSTEM 1 SYSTEM 2
REPORT ATTRIBUTE**
Data Dictionary
SYSTEM 3

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Test-Taker-Last-Name
Subject Area
Business Glossary
Data Dictionary
Data Catalog
DATA ONTOLOGY ADDRESS ATTRIBUTES
Data Dictionary
Data Dictionary
ADDRESS
ADDRESS*
ADDRESS LINE 1*
ADDRESS LINE 2*
CITY NAME*
COUNTRY CODE*
ZIP CODE*
ZIP+4 CODE*
ADDRESS-LINE-1
ADDRESS-LINE-2
CITY-NAME
STATE-CODE
COUNTRY-CODE
ZIP-5-CODE
ZIP-4-CODE
ISO COUNTRYCODE
STEWARD IS GATHERING THIS INFO
Standard
Standard SYSTEM 1
SYSTEM 1
SYSTEM 2
SYSTEM 2
Standard
Standard
SUBJECT MATTER
BUSINESS TERM
BUSINESS ATTRIBUTE
BUSINESS ELEMENT
REPORT ATTRIBUTE**
DATABASE ELEMENT**
REPORT ATTRIBUTE**
DATABASE ELEMENT**
Data Catalog
Data Dictionary
SYSTEM 3
SYSTEM 3
REPORT ATTRIBUTE
DATABASE ELEMENT
PRESENT STATE
STANDARD
Framework developed by KIK Consulting for use at COMPANY * Example Standard of Address Subject Area ** Actual Name from Resource - Can Be a Report or Database Last updated – May 14, 2021
Many
One
Relationships
THIS IS WHAT THE FIELDS ARE CALLED ON REPORTS
THIS IS WHAT THE FIELDS ARE CALLED IN DATABASES

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Data Catalog
Data Catalog
LINEAGE FRAMEWORK
DATA ONTOLOGY
Framework developed by KIK Consulting Last updated – May 14, 2021
System 1
Critical-Data-Element-Name
System 2 System 3
CDE
Source Target / Source Target
Data Tool Standard Data Resource Reference
SYSTEM OBJECT
BUSINESS ELEMENT
SOURCE TO TARGET RELATIONSHIPS
Created through processing the Movement Indicator column of the Dictionary.
This would recreate the Blue Print-like diagrams without the elements.
SYSTEM OBJECT SYSTEM OBJECT
HOP 2 SOURCE TO TARGET
RELATIONSHIP
Created through Mov. Ind.
and element column.
RELATIONSHIP
and element column.
May include:
System Description
System Owner ...
May include:
System Description
System Owner ...
May include:
System Description
System Owner ...

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Data Catalog
Data Catalog
System 1
Critical-Data-Element-Name
System 2 System 3
CDE
Source Target / Source Target
SYSTEM OBJECT
BUSINESS ELEMENT
SOURCE TO TARGET RELATIONSHIPS
Created through processing the Movement Indicator column of the Dictionary.
This would recreate the Blue Print-like diagrams without the elements.
SYSTEM OBJECT SYSTEM OBJECT
RELATIONSHIP
and element column.
RELATIONSHIP
and element column.
May include:
System Description
System Owner ...
May include:
System Description
System Owner ...
May include:
System Description
System Owner ...

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• How Will You Use the Framework
• Build the Framework to Match Requirements
• What to Include in Your Framework
• Who Should Develop / Participate in the Framework
• How to Size the Effort
The Effort Required to Implement the Framework

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• How Will You Use the Framework
– To improve the understanding of the data.
– To enable a data marketplace.
– To provide self-service capabilities.
– To rationalize the most critical of data elements.
– To standardize data moving forward.

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• Build the Framework to Match Requirements
– Include an appropriate number of levels.
– Connect standards to reality.
– Provide a construct for the management of valuable metadata.
– Provide answers why you receive unmatching results.
– Navigate from terminology to the data.
– Record where data comes from and where it is going.

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• What to Include in Your Framework
– Metadata Associated with Domains
– Metadata Associated with Glossaries
– Metadata Associated with Data Dictionaries
– Metadata Associated with Data Catalogs
– Anything else that will improve the value you get from your data.

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• Who Should Develop / Participate in the Framework
– People involved in:
• Data Governance & Data Management
• Data Modeling & Data Movement
• Data Scientists & Data Analysts
• Data Standards & Certification
• Business Analysts & Users
• Anybody that will provide or gain value from the metadata.

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• How to Size the Effort
– Depends on …
• Breadth of Business Covered
• Data Investments That Are Being Documented
• Amount of Time You Have
• Number of People That Need to Be Involved
• What You Want to Accomplish
– Business Glossary
– Data Dictionary
– Data Catalog

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• Value to the ”Data People”
• Value to the Technical Community
• Value to the Business Community
• Value to Internal Customers
• Value to External Customers
The Value that Comes from Using the Metadata Framework

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• Selling to Other “Data People”
• Selling to the Technical Community
• Selling to the Business Community
• Selling to Internal Customers
• Selling to External Customers
How to Sell the Framework to the Organization

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• The Current Face of Your Metadata
• The New Face of Your Metadata
• Putting Your Best Face Forward
• Get Feedback on Your Metadata Framework
• Good Luck With Your Metadata Framework
A New Look for Your Organization’s Metadata

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• The Current Face of Your Metadata
– Is there a current face?
– Existing Business Glossaries
– Existing Data Dictionaries
– Existing Metadata Repositories
– Existing Websites or SharePoint Folders or Shared Drives

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• The New Face of Your Metadata
– Connected Metadata Resources
– Single Front End
– Easy to Navigate
– Easy to Link Together
– Data Marketplace

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• Putting Your Best Face Forward
– Provide Connected Metadata Resources
– Provide a Single Front End
– Provide Easy Navigation
– Provide an Environment That is Easy to Link Together
– Provide and Internal (and External) Data Marketplace

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• Get Feedback on Your Metadata Framework
– Interact With the User Base of Your Metadata Solution
– Provide a Simple Way to Provide Feedback
– Provide the Ability to Maintain the Metadata
– Provide a Process for People to Request New Metadata
– Respond to Enhancement Requests and Customer Satisfaction

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• Good Luck With Your Metadata Framework
– The Metadata Will Not Govern Itself !
– Recognize People as Metadata Stewards !
– Stay as Non-Invasive as Possible !
– Budget for Time and Resources !
– Reach Out for Assistance from Vendors and People w/Experience !

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#RWDG @RSeiner
• In the webinar, Bob shared:
– The Structure of a Reusable Metadata Framework
– The Effort Required to Implement the Framework
– The Value that Comes from Using the Metadata Framework
– How to Sell the Framework to the Organization
– A New Look for Your Organization’s Metadata
Summary

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Questions and Answers

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#RWDG @RSeiner
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
rseiner@tdan.com @RSeiner
Contact Information

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