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Metadata in the Cross-Channel Ecosystem: Consistency, Context Interoperability @AdamUngstad #XChannelMetadata IA Summit 2013 Tuesday, 9 April, 13

IAS13: Metadata in the Cross-Channel Ecosystem: Consistency, Context and Interoperability

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Metadata enables consistency, context and interoperability in a cross-channel context by managing, describing and exchanging information objects. This presentation explores 3 different types of metadata: administrative, descriptive, and structural, and their role in UX practices including content strategy, responsive design, rich snippets, and web forms. We’ll then look at the cross-channel ecosystem, understanding media, channels, interactions and touchpoints. We’ll explore The Internet of Things, and furthermore the importance of information exchanges in cross-channel service design. From there we learn about the nuts and bolts of an information exchange, including semantics, syntax and lexicon, and how these are documented in schema. Then we’ll look at some of the common standards used to specify schema for information exchanges and semantic markup. Last but not least, we’ll explore how linked data and ontologies enable us to progress from the Web of Documents to the Web of Data. Presentation for the Information Architecture Summit in Baltimore, Maryland April 6th 2013. I had a great time & welcome feedback to further the discussion. Thanks everyone!

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Page 1: IAS13: Metadata in the Cross-Channel Ecosystem: Consistency, Context and Interoperability

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

@AdamUngstad#XChannelMetadataIA Summit 2013

Tuesday, 9 April, 13

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Tuesday, 9 April, 13

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2012, 2013Tuesday, 9 April, 13

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EuroIA - Edinburgh Sept 26-28Tuesday, 9 April, 13

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Metadata

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Metadata enables consistency, context and interoperability in

the cross-channel ecosystem

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by managing, describing, and exchanging

information objects.

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What is Metadata?

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National Information Standards Organisation

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Metadata is information about information objects.

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What is an information object?

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...a web pageTuesday, 9 April, 13

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...a name

Adam Ungstad

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...a vegetable?Tuesday, 9 April, 13

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...a vegetableTuesday, 9 April, 13

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...a bookHTTP://JSM2011.BLOGSPOT.CHHTTP://WWW.WOMBANIA.COM/CARTOONS/CALVIN-AND-HOBBES-TENTH-ANNIVERSARY.HTM#.UUQKWVUGNZ02010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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...a packageHTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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...a shipmentTuesday, 9 April, 13

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...a userTuesday, 9 April, 13

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There are three typesof metadata:

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

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administrative,

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descriptive,

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and structural.

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Administrative Metadata

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We use administrative metadata to manage information objects.

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This is useful for Responsive Design and

Content Strategy.

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The Globe and MailHTTP://CLIFTONLIPHOTO.COM/BLOG/?P=892

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CONTENT MODEL CONTENT TYPE CONTENT ELEMENTTHE NEWS ARTICLES HEADLINE

AUTHORPRIMARY PHOTOGRAPH

WEATHER DATEWINDPRECIPITATION

HOROSCOPES GENERAL (ALL SIGNS)INDIVIDUAL SIGNSPRIMARY CONTENT

CLASSIFIEDS ITEM NAMEDESCRIPTIONPRICECONTACT

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Subscription vs Free Content

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Right contentRight timeRight channelRight user

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Administrative metadata enables consistency.

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Descriptive Metadata

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We use descriptive metadata to discover and identify

information objects.

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This is useful for Faceted Search.

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Home DepotHTTP://WWW.FORBES.COM/SITES/INVESTOR/2012/04/24/FIVE-U-S-REITS-THAT-INVEST-ABROAD/2/

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FacetsTuesday, 9 April, 13

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Descriptive metadata enables context.

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Structural Metadata

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We use structural metadata to exchange

information objects.

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This is useful for Rich Snippets.

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Secret Lakes of Southern Vancouver Island

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What’s in a name?

Name%

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What’s in a name?

First&Name&

Middle&Ini0al&

Last&Name&

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What’s in a name?

Surname(

Other(Given(Names(First(Name(cv(

Surname((Birth)(cv(

Surname((Previous)(cv(

cv(

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What’s in a name?

Surname(

Other(Given(Names(First(Name(cv(

Surname((Birth)(cv(

Surname((Previous)(cv(

cv(

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What’s in a name?

Surname(

Other(Given(Names(First(Name(cv(

Surname((Birth)(cv(

Surname((Previous)(cv(

cv(

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Stored in a database

Family'Name'

Other'Given'Names'First'Name'cv'

Family'Name'(Birth)'cv'

Family'Name'(Previous)'cv'

cv'

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Exchange Data

Family'Name'

Other'Given'Names'First'Name'cv'

Family'Name'(Birth)'cv'

Family'Name'(Previous)'cv'

cv'

Name%

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Structural metadata enables interoperability.

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Ecosystems

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HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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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>

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MediumsChannels

InteractionsTouchpoints

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Medium

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“the intervening substance through which

sensory impressions are conveyed or physical forces

are transmitted”- Oxford Dictionary

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TELEVISIONINTERNET PAPER

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Channels

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“a path along which information (as data or music)

in the form of an electrical signal passes”

- Merriam-Webster

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TV CHANNELWEBSITE NEWSPAPER

NEW YORKTIMES7

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We can cross channels in the same media.

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We can cross channels in the same media.

phone transfers

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We can cross channels in the same media.

using your facebook ID to sign in to a website

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Multi-Channel is not the same as

Cross-Channel

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Multi-Channel Experience:

Paying your phone bill

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PHONE WEBSITE SMS MAIL APP

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PHONE WEBSITE SMS MAIL APP

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PHONE WEBSITE SMS MAIL APP

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PHONE WEBSITE SMS MAIL APP

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Cross-Channel Experience

Buying a (physical) book from Amazon

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PHONE WEBSITE SMS MAIL APP

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PHONE WEBSITE SMS MAIL APP

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A cross-channel experience requires an information

exchange between channels.

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TELEVISIONINTERNET PAPER

MEDIUM

CHANNEL

TV CHANNELWEBSITE NEWSPAPER

7 NEW YORKTIMES

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Interactions

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“a reciprocal action or influence”

- Oxford Dictionary

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WATCHING THE SIMPSONS

PAYING A BILL

READING THE NEWS

$

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TELEVISIONINTERNET PAPER

MEDIUM

CHANNEL

INTERACTION

TV CHANNELWEBSITE NEWSPAPER

7

WATCHING THE SIMPSONSPAYING A BILL

READING THE NEWS

$

NEW YORKTIMES

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Touchpoints

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“an encounter where customers and business exchange information,

provide service, or handle transactions.

- Wikipedia

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SHAMPOO COMMERCIAL

MONTHLY PAYMENT FORM

SPORTS SCORES

VAN V EDM EDM V CALOTW V LA

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TELEVISIONINTERNET PAPER

MEDIUM

CHANNEL

INTERACTION

TOUCHPOINT

TV CHANNELWEBSITE NEWSPAPER

7

WATCHING THE SIMPSONSPAYING A BILL

READING THE NEWS

$

NEW YORKTIMES

SHAMPOO COMMERCIAL

MONTHLY PAYMENT FORM

SPORTS SCORES

VAN V EDM EDM V CALOTT V LA

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TVTHE WEB PAPER

MEDIUM

CHANNEL

INTERACTION

TOUCHPOINT

TV CHANNELWEBSITE NEWSPAPER

7

WATCHING THE SIMPSONSPAYING A BILL

READING THE NEWS

$

NEW YORKTIMES

SHAMPOO COMMERCIAL

MONTHLY PAYMENT FORM

SPORTS SCORES

VAN V EDM EDM V CALOTT V LA

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“Messages have no medium”- Andrea Resmini

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...but every message has a structure regardless of the

medium it uses.

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Internet of Things

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

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HTTP://JSM2011.BLOGSPOT.CH/2010/12/IS-THAT-C-4-EXPLOSIVES-I-ORDERED.HTML

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GlowCapsHTTPS://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=1364217461886976

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Smart Baby MonitorsHTTP://WWW.WITHINGS.COM/EN/BABYMONITOR

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A Trackable ObjectHTTP://WWW.NIKE.COM/US/EN_US/C/NIKEPLUS-FUELBAND

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PHONE WEBSITE SMS BABY MONITOR IPHONE

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Information Exchanges

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X"

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X" Y"

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X"

XY"

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Y"

YXX"

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X" Y"

Z

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X" Y"ENGLISH

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X" Y"FRENCH

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X" Y"

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X" Y"

Z

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X" Y"METADATA

STANDARDS

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X" Y"

NIEM

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X" Y"HL7

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X" Y"GOOD

RELATIONS

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X" Y"

XML

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X" Y"

RDF

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Schema

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“...a model for describing the structure of information.”

- xml.com

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XML

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.xsd

.xml

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What does a schema specify?

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Semantics

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meaning

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“bench”

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“bench” (Canada)Tuesday, 9 April, 13

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“bench” (Australia)Tuesday, 9 April, 13

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Name%

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First&Name&

Last%Name%

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Given&Name&

Family'Name'

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Syntax

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expression

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Name%

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3ric?

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St. Germaine?

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; Drop Table;

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Adolph Blaine Charles David Earl Frederick Jack Gerald Hubert Irvin John Kenneth

Lloyd Martin Nero Oliver Paul Quincy Randolph Sherman

Thomas Uncas Victor William Xerxes Yancy Zeus

Wolfeschlegelsteinhausen-bergerdorft

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Lexicon

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vocabulary

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Name%

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The Cookie Monster?

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Talula Does The Hula From Hawaii?

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Status&

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Green?

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Under Review?

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Implementation Phase?

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Status&DiscoveryDefinitionDevelopmentImplementationComplete

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Linked Data

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“...a recommended best practice for exposing,

sharing, and connecting pieces of data, information,

and knowledge”- Wikipedia

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X" Y"METADATA

STANDARDS

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METADATASTANDARDSMETADATA

STANDARDS

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METADATASTANDARDSMETADATA

STANDARDS

ORGANIZATION 1

ORGANIZATION 2 ORGANIZATION 3

ORGANIZATION 4

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METADATASTANDARDSMETADATA

STANDARDS

ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION

ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION ORGANIZATION

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standards enable exchanges

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exchanges enable data linking

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

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Ontologies

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“...the exact description of things and

their relationships.”- w3schools.com

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“...a specification of a conceptualization.”

Stanford.edu

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X"CONCEPTUALIZATION

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X"CONCEPTUALIZATION

SPECIFICATION X

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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/

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A controlled vocabulary is a lightwieght ontology.

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HTTP://ILRT.ORG/DISCOVERY/2000/11/LUX/

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1:11 : many

many : many

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HTTP://ILRT.ORG/DISCOVERY/2000/11/LUX/

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is part ofis used withis made of

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You can create multiple taxonomies out of a

single ontology:

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Ontology of freshwater ecosystems

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Ontology of freshwater ecosystems

Taxonomy of flora

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Ontology of freshwater ecosystems

Taxonomy of floraTaxonomy of fauna

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Ontology of freshwater ecosystems

Taxonomy of floraTaxonomy of fauna

Taxonomy of insects

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Friend of a Friend (FOAF)

What properties are associated with a user profile?

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Good Relations

What components is a product made out of?

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Semantically-Interlinked Online Communities (SIOC)

What is a blog post?

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Ontologies are documented using frameworks like

RDF and OWL

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HTTP://SEMANTICWEB.ORG/WIKI/ONTOLOGY

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Web of Data

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Web of Documents

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“population geneva”

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Population!!

Geneva

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Web of Data

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Population Geneva

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Knowledge Graph

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Knowledge Graph

Knowledge Graph

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Knowledge Graph

Knowledge Graph (DBPedia)

Knowledge Graph

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Knowledge Graph

Knowledge Graph (DBPedia)

Google Maps

Knowledge Graph

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Knowledge Graph

Knowledge Graph (DBPedia)

Google Maps

Knowledge Graph

Search Results

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Answers not documents

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SELECT * FROM tbl_FlightsWHERE col_Flight_Number = “BA229”AND col_Date = [today]

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When does flight BA229 arrive?

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Google Flight

Search Results

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HTTP://WWW.REEEP.ORG/SITES/DEFAULT/FILES/LOD-THE-ESSENTIALS.PDF

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Where do we start?

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1. Make metadata a priority

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Link metadata to ROI

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Tie funding to adoption of standards

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Future-proofing

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2. Define your data

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Start with a controlled vocabulary

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SemanticsSyntaxLexicon

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Add relationships

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Use existing standards

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3. Identify Exchanges

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X" Y"

X Y

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X" Y"

Z

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Internal & External

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Current & Potential

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Journey Maps

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Diary Studies

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Business Origami

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@jessmcmullin

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Happy Paths

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Unplanned Paths

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4. Build the infrastructure

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Start small

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Build on what exists

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Borrow & Reuse

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5. Governance

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Standardize your standards

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You have to start somewhere.

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Build better cross-channel experiences

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with metadata.

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Thank You!

@AdamUngstad

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