Metadata Solutions: Using Metamodels, Repositories, XML, and Enterprise Portals
"The book you are about to read is the essential guide,
for once and for all making metadata management an intrinsic, immutable part of
today's and tomorrow's information systems."
--Alan Simon, Deloitte Consulting, Data Warehousing Solutions Group
With the advent of data warehousing and the growing importance of data access through the Internet, it is essential for all IT professionals to be familiar with metadata. Written by one of the world's foremost information technology experts, Metadata Solutions is a practical guide to understanding and using metadata as a gateway to information. This book serves as a blueprint for designing and implementing a metadata solution that effectively handles information access and exchange within and across organizations.
Metadata Solutions offers an enlightening overview of the role of metadata within current IT trends. The author provides detailed treatment of metadata, metamodels, meta-metadata, and meta-metamodel concepts and structures. She offers in-depth descriptions of specific metadata-based technologies and standards, featuring the benefits and drawbacks of each. With a practical approach, this book presents step-by-step instructions for implementing and maintaining a metadata solution, and provides sample solutions appropriate for a variety of informational needs and circumstances. Most important, it serves as a guide for organizations that are coping with metadata.
Coverage includes the following specific topics:
- A review of conventional approaches to information definition, design, and access (data modeling, databases, data warehousing)
- A renewed perspective on previous attempts at data management
- Identification and organization of metadata requirements without setting up yet another database
- Examination of vendor, standard, and custom metamodels
- The meta-metamodel and the impact of extensibility
- Metadata solution components, including stores and displays
- Types of metadata solutions, including repositories, XML-based exchange, and enterprise portals
- The metadata roles and standards of today and tomorrow
- Information about metadata security
- Organizational structures for creating, managing, and maintaining the metadata solution
- Ways to expand existing metadata solutions
- Sample metadata solution implementations
Numerous case studies, drawn from extensive industry experience, illustrate real-world applications of metadata techniques and concepts. A typical metadata disaster scenario, with associated implementation examples, will help you identify ways to avoid common pitfalls. With this book as your guide, you will be well prepared to explore, choose, implement, and maintain a metadata solution to transform your organization's data into a more accessible and valuable resource.
Table of Contents
How This Book is Organized.
What is your Objective?
About the Author.
I. TODAY'S INFORMATION.
1. The Business Is Information.
Evolution of Information.
The Role of Information.
2. The Information in Today's Organization.
Information Sharing and Redundancy.
Supporting Intraorganization Information.
3. Information Outside the Organization.
The Data Vendors.
4. Integrating Our Data: Where the Repairs of the 1990s Broke Down.
The Data Management Organization.
Case Study: A Data Management Reintroduction—Ray McGlew, IMS Health.
Is Our Information Integrated?
5. Identifying Today's Information: The Directories of the 1990s.
Standalone Metadata Stores.
Case Study: Internal Directory Implementation in an Insurance Company—Christina Tom, Guardian Life Insurance.
Internal Web-Based Data Management.
Case Study: Using the Intranet to Provide Metadata Access at a Pharmaceutical Company—Cynthia Wiggins, Merck & Co., Inc.
6. A Disaster Crying for Solutions.
The Data Warehouse Web.
Tools, Tools, and More Tools.
Metadata: The Silver Bullet.
II. METADATA AS PART OF THE SOLUTION.
7. Moving From Information to Metadata.
Relating Information to Metadata.
Metadata Perspectives and Beneficiaries.
8. Identifying Metadata Requirements.
Identifying Metadata Beneficiaries.
Metadata by Beneficiary.
9. Organizing Metadata Requirements.
Identifying the Metadata of Record.
Looking Toward Metamodels.
10. Introducing Metamodels.
Defining the Metamodel.
Vendor versus Custom Metamodels.
11. Metamodels as a Piece of the Pie.
Remembering the Objective.
Metamodel and Metadata Relationships.
Sample Metamodels of Various Types.
III. ENTERING META-META LAND.
12. Meta-Metadata: What Metadata Means to a Tool.
13. The Meta-Metamodel.
Inside Meta-Meta Land.
The Information Connection.
14. Introducing Repositories.
The Generic Repository Architecture.
Essential Repository Characteristics.
Old versus New Repository Technology.
15. Other Metadata-Based Technologies.
File Management Systems.
Database Management Systems.
Object-Oriented Component Libraries.
16. The Impact of Standards.
Is Anyone Really Following Them?
IV. BEGINNING THE METADATA SOLUTION PROCESS.
17. The Non-Metadata Factors—Group 1: The Nontechnical Environment.
Scoping Your Metadata Solution.
The Solution's Impact on the Internal Environments.
Case Study: Non-Metadata Factors at a Chemical Company—Rachel Brownstein, CIBA Specialty Chemicals.
18. The Non-Metadata Factors—Group 2: The Technical Environment.
Determining Tool and Metadata Connections.
Presenting the Metadata.
Sharing the Metadata.
Reusing the Metadata.
Incorporating External Beneficiaries and Suppliers.
19. The Non-Metadata Factors—Group 3: Technical Support.
20. Determining the Right Solution.
Standard or Customized Metamodels.
Including or Excluding the Internet.
Buy, Build, or Both?
Case Study: Choosing XML as the Solution—Daniel Hayes and Ho-Chun Ho, PointandQuote.com.
V. SAMPLE METADATA SOLUTIONS.
21. A Typical Metadata Disaster.
Objectives, Objectives, and More Objectives.
Metadata, Metadata, and More Metadata.
22. Metadata Solution 1: The Centralized Metadata Repository.
23. Metadata Solution 2: An Integrated Architecture.
The Common Metamodel.
The Metadata Solution Architecture.
Using the Metadata Solution.
Maintaining the Metadata Solution.
24. Metadata Solution 3: The Information Directory.
The Directory Metamodel.
Populating the Directory.
25. Metadata Solution 4: Metadata Interexchange.
Standardizing Metadata Values.
Scoping the Metadata and Tools Architecture.
Metadata Sources, Target Interfaces, and Translation.
26. Metadata Solution 5: A Standalone Metadata Store.
Designing the Metamodel.
Populating the Metamodel.
Preparing Metadata Accessibility.
27. Metadata Solution 6: Building an Enterprise Portal.
The Portal Metamodel.
Applying a Portal to the Typical Metadata Disaster.
IV. MAINTAINING THE METADATA SOLUTION.
28. Metadata Responsibilities.
Suggested Organization Structures.
29. Ensuring Metadata's Livelihood.
Keeping the Architecture in Place.
Revising IT Processes.
30. Metadata Is No Longer a Runner Up.
Short-Term Metadata Objectives.
Long-Term Metadata-Based Goals.
Business Strategy and IT Collaboration.
If Not Now, When?
Appendix A: Glossary.
Appendix B: Additional Readings.