Implementing Metadata

Marjorie M K Hlava, PresidentAccess Innovations, Inc.

Albuquerque, NM

+1-505-998-0800www.accessinn.comwww.dataharmony.commhlava@accessinn.com

1 Subject metadata

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45

67

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Indexing Legacy Content

Systems Integration

Forward-Flow Indexing

Using Your Indexing in Search

Metadata Maintenance

Author Submission

Enhanced Search

Analytics

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Subject Metadata -Taxonomy Construction

Critical Building Block for Semantic Activities

Essential Component of Successful Metadata Strategy

A controlled vocabulary*• Authority file• Taxonomy• Thesaurus• Ontology…forms the basis of semantic initiatives.

More than a repository of indexing terms, a taxonomy should:• Outline the field or area of business• Illustrate the relationships between concepts• Describe the areas of expertise of authors, staff, editors,

users, customers• Drive analytics that enable data-based decisions

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Subject Metadata -Taxonomy Construction

Critical Building Block for Semantic Activities

Subject Metadata

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

2• Apply subject metadata to the repository of content • Greatest early tangible benefit of metadata development.

• Semantically enrich content with subject terms toenhance search and browse capabilities

• Analyze legacy content to produce data for analysis andto enable data-based decisions

• Add an author name disambiguation routine to this process• associates each unique author • with the topics on which they publish• process we call “Semantic Fingerprinting”

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Indexing Legacy Content

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems Integration

Incorporate Indexing Software into Workflow

• Metadata Management is Middleware designed to integrate with the production platform.

• Integrations with o Publishing platforms o CMS applications.o Article submission systemso Websiteso Etc.

• Incorporate call-outs to the Metadata from inside any of them via API or web service calls

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Systems Integration

Incorporate Indexing Software into Workflow

Systems Integration: Incorporating the Metadata and Indexing Tools into Existing Publishing Pipeline

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems Integration

Incorporate Indexing Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Call the metadata servers at many: • Send content (daily, or in real time) to be automatically

indexed and return enriched content• Suggest taxonomy terms in real time to a human indexer• Batch index legacy content • …and many other uses.

The goal is to streamline the entire process by making it as efficient as possible while adding accurate subject metadata you can leverage during various points in the publishing cycle.

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Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Forward-Flow Indexing: Simplify the Metadata and Subject Indexing Process in the Content Production and Posting Cycle

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems Integration

Incorporate Indexing Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided

Process

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

5Implement the Metadata Enriched Data in Search to Leverage Your Semantic Indexing

Leverage your semantic indexing by producing a rich searchand browse environment for your users to provide faster,more accurate search results.

In the presentation layer (Website)Use it in the search or web presentation layer

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

Using Your Indexing in Search

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems IntegrationIncorporate Indexing

Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

Taxonomy/Metadata Maintenance

Iterative Refinement of Vocabulary

6Keeping it Up-to-date

Subject metadata is a living document and must be maintainedto ensure maximum effectiveness over time.

Your taxonomy will need to be updated as:• New concepts are introduced into your field• Your content base expands to cover new topics• Terminologies and usage practices change over time• Indexing is reviewed and adjustments are made

Taxonomy/Metadata Maintenance

Iterative Refinement of Vocabulary

Metadata Maintenance

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems IntegrationIncorporate Indexing

Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

Taxonomy/Metadata Maintenance

Iterative Refinement of Vocabulary

Metadata-BasedAdd-Ons

Auto-Editor/ReviewerAssignment, &c.

SmartSubmit • suggest keywords from the taxonomy to authors right

when they submit new content• Allows authors to suggest missing terms• Use indexing to assign peer reviewers • Use to auto bin editors to Journals via subject-appropriate

content• Get early data on what topics are being submitted for

publication

7 Metadata-BasedAdd-Ons

Auto-Editor/ReviewerAssignment, &c.

Author Submission

Semantic Fingerprinting

• Extract and normalize author and institution names from your data

• Associate each author and institution (journal, book, etc.) with the topics on which they publish and build subject profile for each

• Great for characterizing entities for sales and marketing purposes

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Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems IntegrationIncorporate Indexing

Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

Taxonomy/Metadata Maintenance

Iterative Refinement of Vocabulary

Metadata-BasedAdd-Ons

Auto-Editor/ReviewerAssignment, &c.Metadata-Based

Search Features

Type-Ahead FunctionsContent Recommender

Metadata-Driven Options

Leverage the metadata to allow your users to• Browse the taxonomy for topics and return relevant content• Power a type-ahead box in search Recommender Engine:You can also use the subject metadata to drive users to content with the same topical indexing as the content they’re viewing• Rather than a behavior-based recommender • Amazon promotes content based on other users• Recommend content based on subject areas tagged

8 Metadata-BasedSearch FeaturesType-Ahead FunctionsContent Recommender

Enhanced Search

Taxonomy Construction

Critical Building Block for Semantic Activities

Semantic Enrichment(Indexing Legacy Content)

Classifies Content for Use in Search/Analytics

Systems Integration

Incorporate Indexing Software into Workflow

Forward Flow Indexing(New Content)

Automated or Machine-Aided Process

Search Presentation Layer for Web

Leverage Indexing for Search & Browse

Taxonomy Metadata Maintenance

Iterative Refinement of Vocabulary

Metadata-BasedAdd-Ons

Auto-Editor/ReviewerAssignment, &c.Metadata-Based

Search Features

Type-Ahead FunctionsContent Recommender

Metadata-EnabledData-Driven Analytics

Investigate Content, Authors, Users, &c.

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Make data-based decisions with analytics and visualizations empowered by your metadata and semantic enrichment

See topics trending• Over time• By publication• By author and institution• By user behavior

Understanding your content drives sales and marketing,content curation, and editorial decisions.

The possibilities are endless.

Metadata-EnabledData-Driven Analytics

Investigate Content, Authors, Users, &c.

Analytics9

Thanks!Questions?

Marjorie M K Hlava, PresidentAccess Innovations, Inc.4725 Indian School Rd, Ste. 100Albuquerque, NM 87110+1-505-998-0800www.accessinn.comwww.dataharmony.commhlava@accessinn.com