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Metadata in the
               Cross-Channel Ecosystem:
               Consistency, Context
               Interoperability

                                @AdamUngstad
Wednesday, 27 March, 13
Wednesday, 27 March, 13
IA Summit - Baltimore April 3-8
Wednesday, 27 March, 13
EuroIA - Edinburgh Sept 26-28
Wednesday, 27 March, 13
Metadata



Wednesday, 27 March, 13
Metadata enables
                          consistency, context
                          and interoperability in
                           the cross-channel
                               ecosystem

Wednesday, 27 March, 13
by managing, describing,
                     and exchanging
                   information objects.


Wednesday, 27 March, 13
What is Metadata?



Wednesday, 27 March, 13
National Information
                          Standards Organisation
Wednesday, 27 March, 13
Metadata is information
                          about information objects.




Wednesday, 27 March, 13
What is an
                          information object?




Wednesday, 27 March, 13
...a web page
Wednesday, 27 March, 13
MS#Word#




                                ...a document
Wednesday, 27 March, 13
...a photograph
Wednesday, 27 March, 13
Adam Ungstad


                                     ...a name
Wednesday, 27 March, 13
...a vegetable?
Wednesday, 27 March, 13
...a vegetable
Wednesday, 27 March, 13
...a book
   HTTP://JSM2011.BLOGSPOT.CHHTTP://WWW.WOMBANIA.COM/CARTOONS/CALVIN-AND-HOBBES-TENTH-ANNIVERSARY.HTM#.UUQKWVUGNZ02010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML
                                                                              ...a package
Wednesday, 27 March, 13
...a shipment
Wednesday, 27 March, 13
...a delivery
Wednesday, 27 March, 13
...a user
Wednesday, 27 March, 13
There are three types
                                           of metadata:



   HTTP://WWW.NISO.ORG/PUBLICATIONS/PRESS/UNDERSTANDINGMETADATA.PDF://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
administrative,




Wednesday, 27 March, 13
descriptive,




Wednesday, 27 March, 13
and structural.




Wednesday, 27 March, 13
Administrative Metadata




Wednesday, 27 March, 13
We use administrative
                          metadata to manage
                           information objects.



Wednesday, 27 March, 13
This is useful for
                          Responsive Design and
                            Content Strategy.



Wednesday, 27 March, 13
The Globe and Mail
   HTTP://CLIFTONLIPHOTO.COM/BLOG/?P=892



Wednesday, 27 March, 13
Desktop
Wednesday, 27 March, 13
iPad (Browser)
Wednesday, 27 March, 13
iPad (App)
Wednesday, 27 March, 13
iPhone (Browser)
Wednesday, 27 March, 13
iPhone (App)
Wednesday, 27 March, 13
Administrative metadata can be
         used to store content in chunks,
            enabling you to style it for
                 a given device.



Wednesday, 27 March, 13
Wednesday, 27 March, 13
Subscription vs Free Content




Wednesday, 27 March, 13
Free / Subscription-only
                  Syndicated / Local
                  Publication Date
                  Expiry Date
                  Internal Content Owner
                  Usage Rights


Wednesday, 27 March, 13
Right content
                          Right time
                          Right channel
                          Right user


Wednesday, 27 March, 13
Administrative metadata
                           enables consistency.




Wednesday, 27 March, 13
Descriptive Metadata




Wednesday, 27 March, 13
We use descriptive metadata
                     to discover and identify
                       information objects.



Wednesday, 27 March, 13
This is useful for
                          Faceted Search.




Wednesday, 27 March, 13
Home Depot
   HTTP://WWW.FORBES.COM/SITES/INVESTOR/2012/04/24/FIVE-U-S-REITS-THAT-INVEST-ABROAD/2/



Wednesday, 27 March, 13
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Facets
Wednesday, 27 March, 13
Descriptive metadata
                            enables context.




Wednesday, 27 March, 13
Structural Metadata




Wednesday, 27 March, 13
We use structural
                          metadata to exchange
                           information objects.



Wednesday, 27 March, 13
This is useful for
                           Rich Snippets.




Wednesday, 27 March, 13
Secret Lakes of Southern
                             Vancouver Island
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Wednesday, 27 March, 13
Name%




                          What’s in a name?
Wednesday, 27 March, 13
First&Name&


                          Middle&Ini0al&


                          Last&Name&



                          What’s in a name?
Wednesday, 27 March, 13
First(Name(    Other(Given(Names(
                                 cv(             cv(
                          Surname(

                          Surname((Birth)(
                                             cv(
                          Surname((Previous)(
                                         cv(


                              What’s in a name?
Wednesday, 27 March, 13
First(Name(    Other(Given(Names(
                                 cv(             cv(
                          Surname(

                          Surname((Birth)(
                                             cv(
                          Surname((Previous)(
                                         cv(


                              What’s in a name?
Wednesday, 27 March, 13
First(Name(    Other(Given(Names(
                                 cv(             cv(
                          Surname(

                          Surname((Birth)(
                                             cv(
                          Surname((Previous)(
                                         cv(


                              What’s in a name?
Wednesday, 27 March, 13
First'Name'    Other'Given'Names'
                                      cv'             cv'
                               Family'Name'

                               Family'Name'(Birth)'
                                              cv'
                               Family'Name'(Previous)'
                                              cv'




                          Stored in a database
Wednesday, 27 March, 13
First'Name'    Other'Given'Names'
                          cv'             cv'
                   Family'Name'
                                                         Name%
                   Family'Name'(Birth)'
                                  cv'
                   Family'Name'(Previous)'
                                  cv'




                                             Exchange Data
Wednesday, 27 March, 13
Structural metadata
                          enables interoperability.




Wednesday, 27 March, 13
Cross-Channel
                           Ecosystem



Wednesday, 27 March, 13
Ecosystems



Wednesday, 27 March, 13
Photo Credit: <a href="http://www.flickr.com/photos/7226703@N06/5913296218/">henrikj</a> via <a href="http://compfight.com">Compfight</a> <a href="http://creativecommons.org/
    licenses/by-nc/2.0/">cc</a>


Wednesday, 27 March, 13
HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
Photo Credit: <a href="http://www.flickr.com/photos/44034115@N08/5414079087/">Phil's 1stPix</a> via <a href="http://compfight.com">Compfight</a> <a href="http://
    creativecommons.org/licenses/by-nc-sa/2.0/">cc</a>


Wednesday, 27 March, 13
“A biological community of
                           interacting organisms and
                          their physical environment.”
                                                    - Oxford




Wednesday, 27 March, 13
“...a complex set of
                 relationships among the living
                     resources, habitats and
                      residents of an area.”
                                    - Michigan Tech Kid’s Corner




Wednesday, 27 March, 13
HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
Wednesday, 27 March, 13
Mediums
                           Channels
                          Interactions
                          Touchpoints



Wednesday, 27 March, 13
Medium



Wednesday, 27 March, 13
“the intervening substance
                              through which
                        sensory impressions are
                      conveyed or physical forces
                             are transmitted”
                                           - Oxford Dictionary




Wednesday, 27 March, 13
THE WEB        TV   PAPER




Wednesday, 27 March, 13
Channels



Wednesday, 27 March, 13
“a path along which
                  information (as data or music)
                    in the form of an electrical
                           signal passes”
                                        - Merriam-Webster




Wednesday, 27 March, 13
7           NEW YORK
                                            TIMES




           WEBSITE        TV CHANNEL   NEWSPAPER




Wednesday, 27 March, 13
We can cross channels
                           in the same media.




Wednesday, 27 March, 13
We can cross channels
                           in the same media.

                             phone transfers




Wednesday, 27 March, 13
We can cross channels
                           in the same media.

                          using your facebook ID
                          to sign in to a website


Wednesday, 27 March, 13
Multi-Channel
                          is not the same as
                            Cross-Channel




Wednesday, 27 March, 13
Multi-Channel Experience




Wednesday, 27 March, 13
Paying your phone bill




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
Cross-Channel Experience




Wednesday, 27 March, 13
Buying a (physical) book
                               from Amazon




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   MAIL   APP




Wednesday, 27 March, 13
A cross-channel experience
                   requires an information
                exchange between channels.




Wednesday, 27 March, 13
MEDIUM

                          THE WEB      TV          PAPER


                                        7
                                                   NEW YORK
           CHANNEL                                   TIMES



                          WEBSITE   TV CHANNEL   NEWSPAPER




Wednesday, 27 March, 13
Interactions



Wednesday, 27 March, 13
“a reciprocal action or
                                 influence”
                                             - Oxford Dictionary




Wednesday, 27 March, 13
$

              PAYING            WATCHING      READING
              A BILL          THE SIMPSONS   THE NEWS




Wednesday, 27 March, 13
MEDIUM

                           THE WEB            TV           PAPER


                                               7
                                                           NEW YORK
           CHANNEL                                           TIMES



                           WEBSITE         TV CHANNEL    NEWSPAPER


       INTERACTION
                               $
                                            WATCHING       READING
                          PAYING A BILL   THE SIMPSONS    THE NEWS




Wednesday, 27 March, 13
Touchpoints



Wednesday, 27 March, 13
“an encounter where
                          customers and business
                            exchange information,
                          provide service, or handle
                                 transactions.
                                                 - Wikipedia




Wednesday, 27 March, 13
VAN V EDM
                                        EDM V CAL
                                         OTW V LA



       MONTHLY             SHAMPOO     SPORTS
    PAYMENT FORM          COMMERCIAL   SCORES




Wednesday, 27 March, 13
MEDIUM

                            THE WEB           TV           PAPER

                                               7
                                                           NEW YORK
           CHANNEL                                           TIMES



                            WEBSITE        TV CHANNEL    NEWSPAPER


       INTERACTION
                               $
                                            WATCHING       READING
                          PAYING A BILL   THE SIMPSONS    THE NEWS
                                                           VAN V EDM
                                                           EDM V CAL
       TOUCHPOINT                                           OTT V LA


                             MONTHLY       SHAMPOO         SPORTS
                          PAYMENT FORM    COMMERCIAL       SCORES
Wednesday, 27 March, 13
Internet of Things



Wednesday, 27 March, 13
bears, bats & bees

   HTTP://JENSON.ORG/OF-BEARS-BATS-AND-BEES-MAKING-SENSE-OF-THE-INTERNET-OF-THINGS/



Wednesday, 27 March, 13
HTTP://JENSON.ORG/OF-BEARS-BATS-AND-BEES-MAKING-SENSE-OF-THE-INTERNET-OF-THINGS/
                                                                                      bears
Wednesday, 27 March, 13
HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML



Wednesday, 27 March, 13
HTTP://JENSON.ORG/OF-BEARS-BATS-AND-BEES-MAKING-SENSE-OF-THE-INTERNET-OF-THINGS/
                                                                                      bats
Wednesday, 27 March, 13
GlowCaps
   HTTPS://WWW.GOOGLE.CH/URL?SA=I&RCT=J&Q=&ESRC=S&SOURCE=IMAGES&CD=&CAD=RJA&DOCID=KATHLU8YY0HB-M&TBNID=BNRSJEUMOYPVVM:&VED=0CAUQJRW&URL=HTTP%3A%2F
   %2FWWW.FASTCODESIGN.COM%2FIDEA-2010%2FVITALITY-GLOWCAPS&EI=EV5OUY-YLU2L0WWSQOG4DA&BVM=BV.44158598,D.ZWU&PSIG=AFQJCNG7SMN21RCO1IRA0BEVYX2APSCREA&UST=1364217461886


Wednesday, 27 March, 13
Smart Baby Monitors
   HTTP://WWW.WITHINGS.COM/EN/BABYMONITOR



Wednesday, 27 March, 13
Nike+ Fuel Band
   HTTP://WWW.NIKE.COM/US/EN_US/C/NIKEPLUS-FUELBAND



Wednesday, 27 March, 13
HTTP://JENSON.ORG/OF-BEARS-BATS-AND-BEES-MAKING-SENSE-OF-THE-INTERNET-OF-THINGS/
                                                                                      bees
Wednesday, 27 March, 13
Industrial Wireless Sensors
   Photo Credit: <a href="http://www.flickr.com/photos/84725742@N00/3794260039/">blankdots</a> via <a href="http://compfight.com">Compfight</a> <a href="http://creativecommons.org/licenses/by-n
   nd/2.0/">cc</a>


Wednesday, 27 March, 13
A Trackable Object
   HTTP://WWW.NIKE.COM/US/EN_US/C/NIKEPLUS-FUELBAND



Wednesday, 27 March, 13
Smart Packages
   HTTP://WWW.NEAROF.COM/?P=628



Wednesday, 27 March, 13
HTTP://JENSON.ORG/OF-BEARS-BATS-AND-BEES-MAKING-SENSE-OF-THE-INTERNET-OF-THINGS/



Wednesday, 27 March, 13
Wednesday, 27 March, 13
PHONE          WEBSITE   SMS   GLO-CAP   APP




Wednesday, 27 March, 13
Information Exchanges




Wednesday, 27 March, 13
Wednesday, 27 March, 13
X"




Wednesday, 27 March, 13
X"        Y"




Wednesday, 27 March, 13
X"
                              ?"
                          X



Wednesday, 27 March, 13
?"             Y"
                          Y



Wednesday, 27 March, 13
X"            Y"
                          Z



Wednesday, 27 March, 13
X"                  Y"
                          ENGLISH




Wednesday, 27 March, 13
X"                 Y"
                          FRENCH




Wednesday, 27 March, 13
X"        Y"




Wednesday, 27 March, 13
X"            Y"
                          Z



Wednesday, 27 March, 13
X"                    Y"
                           METADATA
                          STANDARDS




Wednesday, 27 March, 13
X"               Y"
                          NIEM



Wednesday, 27 March, 13
X"                 Y"
                          DUBLIN
                           CORE




Wednesday, 27 March, 13
X"                Y"
                          OASIS




Wednesday, 27 March, 13
X"                    Y"
                            GOOD
                          RELATIONS




Wednesday, 27 March, 13
X"              Y"
                          XML



Wednesday, 27 March, 13
Schema




Wednesday, 27 March, 13
“...a model for describing
                     the structure of information.”
                                               - xml.com




Wednesday, 27 March, 13
XML



Wednesday, 27 March, 13
.xml



                          .xsd




Wednesday, 27 March, 13
What does a
                          schema specify?




Wednesday, 27 March, 13
Semantics




Wednesday, 27 March, 13
meaning




Wednesday, 27 March, 13
“bench”




Wednesday, 27 March, 13
“bench” (Canada)
Wednesday, 27 March, 13
“bench” (Australia)
Wednesday, 27 March, 13
Name%




Wednesday, 27 March, 13
First&Name&



                          Last%Name%




Wednesday, 27 March, 13
Given&Name&



                          Family'Name'




Wednesday, 27 March, 13
Syntax




Wednesday, 27 March, 13
expression




Wednesday, 27 March, 13
“capsicum”




Wednesday, 27 March, 13
“capsicum”




Wednesday, 27 March, 13
“red pepper”




Wednesday, 27 March, 13
Name%




Wednesday, 27 March, 13
3ric?




Wednesday, 27 March, 13
St. Germaine?




Wednesday, 27 March, 13
Saint Germaine?




Wednesday, 27 March, 13
Lexicon




Wednesday, 27 March, 13
vocabulary




Wednesday, 27 March, 13
Name%




Wednesday, 27 March, 13
The Cookie Monster?




Wednesday, 27 March, 13
Talula Does The Hula
                              From Hawaii?




Wednesday, 27 March, 13
Status&




Wednesday, 27 March, 13
Green?




Wednesday, 27 March, 13
Under Review?




Wednesday, 27 March, 13
Implementation Phase?




Wednesday, 27 March, 13
Ready?




Wednesday, 27 March, 13
Status&




Wednesday, 27 March, 13
Linked Data




Wednesday, 27 March, 13
“...a recommended best
                             practice for exposing,
                           sharing, and connecting
                          pieces of data, information,
                                and knowledge”
                                                   - Wikipedia




Wednesday, 27 March, 13
X"                    Y"
                           METADATA
                          STANDARDS




Wednesday, 27 March, 13
METADATA
                          STANDARDS




Wednesday, 27 March, 13
METADATA
                                  STANDARDS




      ORGANIZATION 1
                                                            ORGANIZATION 4

                          ORGANIZATION 2   ORGANIZATION 3



Wednesday, 27 March, 13
METADATA
                                             STANDARDS




            ORGANIZATION    ORGANIZATION   ORGANIZATION   ORGANIZATION   ORGANIZATION   ORGANIZATION




             ORGANIZATION   ORGANIZATION   ORGANIZATION   ORGANIZATION   ORGANIZATION   ORGANIZATION




Wednesday, 27 March, 13
standards
                          enable exchanges




Wednesday, 27 March, 13
exchanges
                          enable data linking




Wednesday, 27 March, 13
Linking Open Data cloud diagram, by Richard Cyganiak and Anja Jentzsch. http://lod-cloud.net/


Wednesday, 27 March, 13
Ontologies




Wednesday, 27 March, 13
“...a specification of a
                            conceptualization.”
                                                Stanford.edu




Wednesday, 27 March, 13
“...the exact description
                                 of things and
                             their relationships.”
                                               - w3schools.com




Wednesday, 27 March, 13
X"




Wednesday, 27 March, 13
A controlled vocabulary is a
                             lightwieght ontology.




Wednesday, 27 March, 13
employee
                                subclassOf person

                               director
                                subclassOf employee

                               project manager
                                subclassOf employee
                                worksOn Project
                                reportsTo Director

                               lackey
                                subclassOf employee
                                worksOn project
                                reportsTo project manage
   HTTP://ILRT.ORG/DISCOVERY/2000/11/LUX/



Wednesday, 27 March, 13
HTTP://ILRT.ORG/DISCOVERY/2000/11/LUX/



Wednesday, 27 March, 13
1:1
                           1 : many
                          many : many



Wednesday, 27 March, 13
HTTP://ILRT.ORG/DISCOVERY/2000/11/LUX/



Wednesday, 27 March, 13
is part of
                          is used with
                           is made of



Wednesday, 27 March, 13
Friend of a Friend (FOAF)

                    What properties are
                associated with a user profile?


Wednesday, 27 March, 13
Good Relations

                          What components is a
                          product made out of?


Wednesday, 27 March, 13
Semantically-Interlinked
                          Online Communities (SIOC)

                             What is a blog post?



Wednesday, 27 March, 13
Ontologies are documented
                        using frameworks like
                            RDF and OWL



Wednesday, 27 March, 13
HTTP://SEMANTICWEB.ORG/WIKI/ONTOLOGY

Wednesday, 27 March, 13
Web of Data




Wednesday, 27 March, 13
Web of Documents




Wednesday, 27 March, 13
“population geneva”




Wednesday, 27 March, 13
Population!
                              !
                           Geneva




Wednesday, 27 March, 13
Web of Data




Wednesday, 27 March, 13
Population
                           Geneva




Wednesday, 27 March, 13
Wednesday, 27 March, 13
Knowledge Graph




Wednesday, 27 March, 13
Knowledge Graph




                                       Knowledge Graph




Wednesday, 27 March, 13
Knowledge Graph




                                       Knowledge Graph (DBPedia)




                                       Knowledge Graph




Wednesday, 27 March, 13
Knowledge Graph   Google Maps




                                       Knowledge Graph (DBPedia)




                                       Knowledge Graph




Wednesday, 27 March, 13
Knowledge Graph   Google Maps



                     Search Results
                                       Knowledge Graph (DBPedia)




                                       Knowledge Graph




Wednesday, 27 March, 13
Answers not documents




Wednesday, 27 March, 13
Where do we start?



Wednesday, 27 March, 13
1. Make metadata a priority



Wednesday, 27 March, 13
Link metadata to ROI



Wednesday, 27 March, 13
Identify breakdowns in
                              cross-channel
                               experiences


Wednesday, 27 March, 13
Show how they can be
                          improved with an
                       information exchange


Wednesday, 27 March, 13
Better experiences
                            create loyalty



Wednesday, 27 March, 13
Loyalty drives revenue



Wednesday, 27 March, 13
2. Define your data



Wednesday, 27 March, 13
information objects



Wednesday, 27 March, 13
content assets



Wednesday, 27 March, 13
users



Wednesday, 27 March, 13
Start with a
                          controlled vocabulary



Wednesday, 27 March, 13
Semantics
                           Syntax
                           Lexicon


Wednesday, 27 March, 13
Add relationships



Wednesday, 27 March, 13
Use existing standards



Wednesday, 27 March, 13
3. Identify Exchanges



Wednesday, 27 March, 13
X"            Y"
                          Z



Wednesday, 27 March, 13
Internal & External



Wednesday, 27 March, 13
Current & Potential



Wednesday, 27 March, 13
Journey Maps



Wednesday, 27 March, 13
@uxjam

Wednesday, 27 March, 13
Diary Studies



Wednesday, 27 March, 13
Business Origami



Wednesday, 27 March, 13
@jessmcmullin

Wednesday, 27 March, 13
Happy Paths



Wednesday, 27 March, 13
Unplanned Paths



Wednesday, 27 March, 13
4. Build the infrastructure



Wednesday, 27 March, 13
Start small



Wednesday, 27 March, 13
Build on what exists



Wednesday, 27 March, 13
Borrow & Reuse



Wednesday, 27 March, 13
5. Governance



Wednesday, 27 March, 13
Create enterprise
                          information maps



Wednesday, 27 March, 13
Standardize your
                             standards



Wednesday, 27 March, 13
You have to start
                            somewhere.




Wednesday, 27 March, 13
Build better
                          cross-channel
                           experiences


Wednesday, 27 March, 13
with metadata.



Wednesday, 27 March, 13
Thank You!

                          @AdamUngstad




Wednesday, 27 March, 13
Wednesday, 27 March, 13

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