RWDG Webinar: Govern Metadata: Vocabulary, Dictionaries and Data

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Copyright © 2015 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real-World Data Governance
Govern Metadata:
Vocabulary, Dictionaries and Data
Monthly Webinar Series Hosted by Dataversity
Robert S. Seiner – KIK Consulting / TDAN.com
October 15, 2015 – 2:00 p.m. EST
Robert S. Seiner
KIK Consulting & Educational Services, LLC - KIKconsulting.com
The Data Administration Newsletter, LLC - TDAN.com

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#RWDG @RSeiner
• Real-World Data Governance – Monthly Webinar Series
– November 19 – Agile Data Governance: How to Apply Governance to Agile
– December 17 – Data Governance and the Internet of Thing
– Third Thursday at 2 pm EST
– Register On-Line at TDAN.com or KIKConsulting.com
– Produced by DATAVERSITY
Govern Metadata
Upcoming RWDG Webinars

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#RWDG @RSeiner
• The Data Administration Newsletter (TDAN.com):
Produced by DATAVERSITY
October 2015 Issue Available
Please register to Receive notices
• KIKConsulting.com
Home of Non-Invasive Data Governance™
Web-site Refurbished
Govern Metadata
RWDG News

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#RWDG @RSeiner
• Non-Invasive Data Governance:
The Path of Least Resistance and Greatest Success
ISBN 9781935504856 / Technics Publishing – September 2014
• DATAVERSITY Events
Enterprise DATAVERSITY 2015 Conference
November 2-5 – Chicago, IL
A Strategic Data Framework Based on
Governance Best Practices
Data Governance Winter Conference 2015
With DEBtech International – December 7-11 – Ft. Lauderdale, FL
Governing Metadata
Govern Metadata
RWDG News

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#RWDG @RSeiner
• Governance Metadata is easier to understand and simpler to manage when
you address it in three easy levels.
• These levels are
– Semantic (Vocabulary)
– Business Metadata (Dictionary)
– Technical Metadata (Data)
• They are all connected in many ways.
– Laying out an architecture that addresses these components lie at the
core of successful data management and data governance programs.
Govern Metadata
Abstract

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#RWDG @RSeiner
• In this Real-World Data Governance webinar, Bob Seiner lays out an overall
structure, structure for each level individually as well as their interactions
and uses alongside the other levels.
• A simple schematic is used to demonstrate navigation across levels and
value from making available metadata available.
• Spend an hour with us and take away several useful ideas.
Govern Metadata
Abstract

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#RWDG @RSeiner
• In this webinar Bob will talk about:
– A Three-Tiered Approach to Mastering Metadata
– Description of the Metadata at each Level
– Planning for the Purchase of Governance/Metadata Tools
– Processes for Metadata Change Management
– Role of Communications in Mastering Metadata
Govern Metadata
Abstract

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#RWDG @RSeiner
• Data Governance is the execution and enforcement of authority
over the management of data and data-related assets.
• Data Stewardship is the formalization of accountability for the
management of data and data-related assets.
• Metadata is the data collected in tools of Information Technology
that improve the business and technical understanding of data and
data-related assets.
Govern Metadata
Definitions
●

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

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#RWDG @RSeiner
• Implementing a Governed Metadata Architecture
– Be Realistic
• Incremental Approach
• Focus on Business Metadata
• Involve Stakeholders
– Scope & Levels of Complexity
• Immediate Needs vs Long-Term “Vision”
• Resource Requirements
• Use of Tools – Best of Breed vs Single Platform
• Low-Hanging Fruit Considerations – Demonstrating Value Quickly
Govern Metadata
High-Level Architecture

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#RWDG @RSeiner
Govern Metadata
High-Level Architecture Example
DICTIONARY
DATA
VOCABULARY
Vocabulary
Semantic Level
Terminology
Business Language We Use
Data Dictionary
Business Metadata
Business Explanation of Data in Systems
Data
Systems, Databases, Reference (Code) Data, Technical
Metadata

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#RWDG @RSeiner
Govern Metadata
High-Level Architecture Example

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#RWDG @RSeiner
• Three Tiers to Govern Metadata
– Semantic Layer – Vocabulary
– Business Language We Use / Terminology
– Metadata includes:
• Business Term
• Business Definition
• Business Domain
• Business Steward
• Date / Time Stamp
Govern Metadata
Three Tiers

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– Business Metadata – Data Dictionary
– Data in the Business Intelligence Environment
• Data Element Name
• Data Element Definition
• Data Element Domain – Subject Area
• Data Domain Steward
Govern Metadata
Three Tiers

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#RWDG @RSeiner
– Technical Metadata – Data
– Physical Data Structures, Reference Data Values
• Database, Table, Column Names
• View Names
• Reference Data Element Names, Values, Descriptions, Ranges
• Lineage – Extraction, Transformation, Load Metadata
• Technical Steward
Govern Metadata
Three Tiers

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#RWDG @RSeiner
Govern Metadata
Three Tiers
DICTIONARY
DATA
VOCABULARY
Vocabulary
Semantic Level
Terminology
Data Dictionary
Business Metadata
Data
Systems, Databases, Reference (Code) Data, Technical
Metadata

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#RWDG @RSeiner
• Example of Client Developed Relationships
Govern Metadata
Relationships Between the Three Tiers
Data Dictionary
Business Metadata
Data
Systems, Databases, Reference (Code) Data, Technical Metadata
Vocabulary
Semantic Level
Terminology
MapstoHowUsed
Maps to
Multiple
Business Term
Standard Data Name System Data Name
Business System
Data Name
Business System
Data Name
Business System
Data Name

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#RWDG @RSeiner
• Relationships Between
– Vocabulary & Vocabulary
• Business Term to Business Term
– Vocabulary & Data Dictionary
• Term to Business Data
Govern Metadata

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#RWDG @RSeiner
• Relationships Between
– Data Dictionary & Data Dictionary
• Business Metadata to Business Metadata
– Data Dictionary & Data
• Business Metadata to Data
– Data & Data
Govern Metadata

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#RWDG @RSeiner
• Tool Decision Considerations:
– Metadata Required to Support Data Governance
– Workflow Required to Support Data Governance
– Placement in Existing Tool Environment
– Commitment to Funding to Purchase & Sustain
– Industry Analysts, Reports & Comparisons
– Resource Requirements & On-Going Support
Govern Metadata
Tools to Support Metadata & Data Governance

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#RWDG @RSeiner
• Tool Decision Best Practice Steps:
– Define Data Strategy
– Define Metadata & Data Governance Tool Architecture
– Define & “Package” Governance Metadata Requirements
– Define & Validate Request for Proposal (RFP)
– Identify & Target Specific Tools & Vendors
Govern Metadata
Planning for Purchase of Tools

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#RWDG @RSeiner
• More Tool Decision Best Practice Steps:
– Manage RFP Process with Vendor
– Select Tool & Secure Funding
– Engage in a Proof of Concept
– Enter Agreement for Tool / Implement Tool
Govern Metadata

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#RWDG @RSeiner
• Metadata Categories for RFP:
– Metamodels and Software Releases
– Extensibility
– Self-Defined Loads
– Role Representation
– Process Integration
Govern Metadata

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#RWDG @RSeiner
• More Metadata Categories for RFP:
– Change Control and Versioning
– Communications
– End User Requirements
– Training and Education
– Resource Requirements
Govern Metadata

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#RWDG @RSeiner
• Data Governance Categories for RFP:
– Usability of Business Glossary
– Custom Attributes / Relationships
– Data Stewardship / Custom Roles
– Approval Workflows / Data Policies, Standards and Processes
– Allowable Values for Business Terms (Reference Data)
Govern Metadata

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#RWDG @RSeiner
• More Data Governance Categories for RFP:
– Data Lineage / Impact Analysis
– Hierarchy of Data Artifacts
– Profiling of Diverse Data Sources
– Data Issues Logging / Tracking / Resolution Process
– Support for Internal Audit / Data Governance Metrics
Govern Metadata

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#RWDG @RSeiner
• Corporate Add / Change Policies:
– Corporate Vocabulary Add / Change Policy
– Data Dictionary Add / Change Policy
– Data Add / Change Policy
• Steps to the Policies:
– Start with Existing Policy as Basis
– Drafted by Data Governance Manager
– Approved by Sponsor
– Approved & Signed into Law by Steering Committee
Govern Metadata
Corporate Policy & Change Management

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#RWDG @RSeiner
• The purpose of a Corporate Policy is to apply a best practice change
management process for additions and changes requested to the Corporate
_________ Standard (Vocabulary, Dictionary, Data).
• The policy is put in place to assure auditable process for the management of
critical __________, their definition, production and usage at the company.
Govern Metadata

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#RWDG @RSeiner
• This policy impacts and will be enforced for every person and area of the
Company that will request additions or changes to the Corporate
__________ Standard.
• “The standard is the standard.” Mike Tomlin – Pittsburgh Steelers Head Coach
Govern Metadata

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#RWDG @RSeiner
Completed
Add / Change Request Form
Requestor
Add / Change
Request Form
Data Governance Manager
Standard
Steering Committee
DataGovernanceMetadataPlatform
Decision Point
Requestor
Data Governance Manager
Govern Metadata

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#RWDG @RSeiner
• End User Perspective
– What End Users “Need”
– What End Users will “Use”
– Importance of Early Metadata Requirements
– Importance of Late Hand-Holding
Govern Metadata
Role of Communications

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#RWDG @RSeiner
• Metadata & Data Governance Communications Types
– Availability
– Usage
– Training
– Change Management
Govern Metadata

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#RWDG @RSeiner
• Communications & Awareness Planning
– Orientation
– Onboarding
– On-Going
Govern Metadata

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#RWDG @RSeiner
• In this webinar Bob talked about:
– A Three-Tiered Approach to Mastering Metadata
– Description of the Metadata at each Level
– Planning for the Purchase of Governance/Metadata Tools
– Processes for Metadata Change Management
– Role of Communications in Mastering Metadata
Govern Metadata
Summary

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#RWDG @RSeiner
• Real-World Data Governance – Monthly Webinar Series
– November 19 – Agile Data Governance: How to Apply Governance to Agile
Upcoming Webinar
●

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#RWDG @RSeiner
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
Post Office Box 112571, Upper St. Clair, Pennsylvania 15241
412.220.9643, 412.220.9644 (Fax)
rseiner@kikconsulting.com
rseiner@tdan.com
@RSeiner
#RWDG
Contact Information

RWDG Webinar: Govern Metadata: Vocabulary, Dictionaries and Data

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RWDG Webinar: Govern Metadata: Vocabulary, Dictionaries and Data