Front Cover -- Business Metadata -- Copyright Page -- Dedication Page -- Brief Table of Contents -- Complete Table of Contents -- Preface -- Chapter 1: Introducing Business Metadata -- 1.1 Introduction -- 1.2 A Brief History of Metadata -- 1.2.1 In the Beginning -- 1.2.2 Disk Storage -- 1.2.3 Access to Data -- 1.2.4 The Personal Computer -- 1.2.5 Data Warehousing -- 1.2.6 Metadata in Systems Evolution -- 1.3 Types of Metadata -- 1.3.1 Business Metadata versus Technical Metadata -- 1.3.2 Business Metadata -- 1.4 Where Can You Find Business Metadata? -- 1.4.1 Business Metadata on a Screen -- 1.4.2 Reports and Business Metadata -- 1.4.3 Corporate Forms and Business Metadata -- 1.5 Structured and Unstructured Metadata -- 1.5.1 A Grid for Metadata -- 1.6 Where Business Metadata Is Stored -- 1.7 When Does Business Data Become Business Metadata? -- 1.8 Business Metadata over Time -- 1.9 Reference Files: Master Data Management (MDM) and Business Metadata -- 1.10 Summary -- Chapter 2: The Value of Business Metadata Management -- 2.1 Introduction -- 2.2 Background -- 2.3 Definition of Metadata Revisited -- 2.3.1 Library Card Catalog -- 2.4 Business Metadata's Importance in a Report -- 2.5 Metadata Chaos -- 2.5.1 So Why Is Metadata Management Important? -- 2.5.2 Reusing Data -- 2.5.3 Accuracy of Information -- 2.6 Summary -- 2.7 References -- Chapter 3: Who Is Responsible for Business Metadata: Business Metadata Stewardship -- 3.1 Introduction -- 3.2 Who Is Responsible for Business Metadata? -- 3.3 Business Metadata Stewardship Concepts -- 3.3.1 Ownership Definition -- 3.3.2 Stewardship Definition -- 3.4 Organizational Options for Business Metadata Stewardship -- 3.4.1 The Data Governance Council -- 3.4.2 Approaches to Business Metadata Stewardship -- 3.5 Metadata Life Cycle and Governance -- 3.6 Business Metadata Data Quality Considerations.

3.7 Funding Business Metadata -- 3.7.1 The Centralized Implementation -- 3.7.2 The Localized Implementation -- 3.7.3 Advantages and Disadvantages of Funding Models -- 3.8 Summary -- 3.9 References -- Chapter 4: Business Metadata, Communication, and Search -- 4.1 Introduction -- 4.2 The Basic Problem in Information Management -- 4.2.1 Lack of Communication Clarity -- 4.2.2 The Importance of Definitions -- 4.3 The Definition -- 4.3.1 Components of a Definition -- 4.3.2 Definition Usage Notes -- 4.3.3 Miscellaneous Guidelines -- 4.4 Communications and Search -- 4.4.1 The High Cost of Not Finding Information -- 4.4.2 Quantifying Search Problems -- 4.5 Business Metadata and Search -- 4.5.2 Classification -- 4.6 Summary -- 4.7 References -- Chapter 5: Initiating a Business Metadata Project -- 5.1 Introduction -- 5.2 Why Consolidate or Integrate Metadata? -- 5.3 Metadata Project Planning and Scoping Considerations -- 5.3.1 Business Metadata Versus Technical Metadata -- 5.3.2 Different Iterations of Development -- 5.3.3 Technology Tool: Local Metadata -- 5.4 Defining the Scope of the Metadata Repository -- 5.4.1 The Sources of Business and Technical Metadata -- 5.5 Summary -- Chapter 6: Business Metadata Capture -- 6.1 Introduction -- 6.2 Why Bother to Capture Business Metadata? -- 6.2.1 People Leaving -- 6.2.2 Other Business Motivations for Knowledge Capture -- 6.3 The Corporate Knowledge Base -- 6.3.1 The Corporate Glossary: Beginning of a Knowledge Base -- 6.3.2 What Is the Corporate Knowledge Base? -- 6.4 Principles of Knowledge Capture -- 6.4.1 What Is the Knowledge Capture Culture? -- 6.5 Socialization of Knowledge -- 6.6 Technology That Fosters Knowledge Socialization -- 6.6.1 Social Networking -- 6.6.2 Portals and Collaboration Servers -- 6.6.3 Wikis and Knowledge Socialization -- 6.6.4 Wikis and Governance.

6.7 Balancing Out the Need for Governance with the Need for Contributions: "Governance Litetrade" -- 6.7.1 How Governance Litetrade Works -- 6.7.2 The Search for Technology -- 6.7.3 Business Glossary Technology -- 6.8 Publicity -- 6.8.1 Visibility versus Usefulness -- 6.9 Knowledge Capture from Individuals: The Individual Documentation Problem -- 6.10 Web 2.0 and Knowledge Capture -- 6.10.1 Mashups -- 6.10.2 User-Defined Tags: Folksonomy -- 6.11 Summary -- 6.12 References -- Chapter 7: Capturing Business Metadata from Existing Data -- 7.1 Introduction -- 7.2 Technical Sources of (Both Business and Technical) Metadata -- 7.2.1 Enterprise Resource Planning Applications -- 7.2.2 Reports -- 7.2.3 Spreadsheets -- 7.2.4 Documents -- 7.2.5 DBMS System Catalogs -- 7.2.6 Business Intelligence Tools -- 7.2.7 Extract-Transform-Load (ETL) -- 7.2.8 Legacy Systems and On-Line Transaction Processing (OLTP) Applications -- 7.2.9 The Data Warehouse -- 7.2.10 Summary of Metadata Sources -- 7.3 Editing the Metadata as It Passes into the Enterprise Metadata Repository -- 7.3.1 Automation of Editing -- 7.3.2 "Granularizing" Metadata -- 7.3.3 Expanding Definitions and Descriptions -- 7.3.4 Synonym Resolution -- 7.3.5 Homonym Resolution -- 7.3.6 Using a Staging Area -- 7.3.7. Manual Metadata Editing -- 7.4 Turning Technical Metadata into Business Metadata -- 7.5 Summary -- Chapter 8: Business Metadata Delivery -- 8.1 Introduction -- 8.2 Separating Business Metadata and Technical Metadata -- 8.3 Principles of Business Metadata Delivery -- 8.3.1 The Importance of Easy Access: Avoid the "Roach Motel!" -- 8.3.2 Who Will Use It and How? Business Metadata Use Cases -- 8.4 Indirect Usage of Business Metadata -- 8.4.1 Accessibility from Multiple Places -- 8.4.2 Web Examples of Business Metadata Delivery -- 8.4.3 Business Metadata Delivery in an Interactive Report.

8.4.4 Business Metadata Access from Applications -- 8.5 Business Metadata Delivery Use Cases -- 8.5.1 Corporate Dictionary Example -- 8.5.2 Business Metadata and Training -- 8.5.3 Business Metadata and Web 2.0: Mashups -- 8.5.4 Visual Analytic Techniques -- 8.5.5 Technical Use of Business Metadata -- 8.5.6 Delivery of the Integration of Business and Technical Metadata Technical Metadata -- 8.6 Summary -- 8.7 References/Acknowledgments -- Chapter 9: Business Metadata Infrastructure -- 9.1 Introduction -- 9.2 Types of Business Metadata -- 9.3 The Metadata Warehouse -- 9.3.1 Business Metadata Differences -- 9.4 Delivery Considerations -- 9.4.1 Delivery in the Legacy Environment -- 9.4.2 Infrastructure Required for BI Environments -- 9.4.3 Graphical Affinity -- 9.4.4 New Web 2.0 Technology: Mashups! -- 9.5 Integration -- 9.5.1 Business and Technical Metadata Integration -- 9.5.2 Integration and Administrative Source of Record: Conflict Resolution -- 9.5.3 Integration Technologies -- 9.6 Administrative Issues -- 9.6.1 Administration Functionality Requirements -- 9.6.2 Do You Keep History? -- 9.7 Metadata Repository: "Buy or Build" -- 9.7.1 Considerations in Making the Decision -- 9.7.2 Special Challenges of Business Metadata -- 9.8 The Build Considerations -- 9.9 The Third Alternative: Use a Preexisting Repository -- 9.10 Summary -- Chapter 10: Data and Information Quality as Business Metadata -- 10.1 Introduction -- 10.2 Definition and Purpose of Data and Information Quality -- 10.2.1 Distinction between Data and Information -- 10.2.2 Adding Quality -- 10.3 Information Quality as Business Metadata -- 10.3.1 The Interaction of Business and Technical Metadata -- 10.4 Setting Expectations for the Data: The Dictionary's Role -- 10.5 Information Quality Methodology -- 10.6 Information Quality Business Metadata Delivery -- 10.7 Summary -- 10.8 References.

Chapter 11: Semantics and Business Metadata -- 11.1 Introduction -- 11.2 The Vision of the Semantic Web -- 11.3 The Importance of Semantics -- 11.3.1 Semantics Are Context-Sensitive -- 11.4 Attempts to Capture Semantics: Semantic Frameworks -- 11.4.1 Controlled Vocabulary -- 11.4.2 Glossary -- 11.4.3 Taxonomy -- 11.4.4 Entity/Relationship (ER) Model and Thesauri -- 11.4.5 Conceptual Model, RDF and OWL, Topic Map, UML -- 11.4.6 Description Logics and Other Forms of Logic -- 11.4.7 Ontology -- 11.5 Semantics as Business Metadata -- 11.5.1 Semantic and Conceptual Models -- 11.5.2 Business Metadata Expression -- 11.5.3 Exposing Semantics to the Business -- 11.6 Semantics in Practice -- 11.6.1 Integration, Web Services, SOA, and Semantics -- 11.6.2 Service-Oriented Architecture (SOA) -- 11.6.3 An Extensive Semantic Vocabulary Implementation -- 11.7 Summary -- 11.8 References -- Chapter 12: Unstructured Business Metadata -- 12.1 Introduction -- 12.2 Structured Data and Unstructured Data -- 12.3 Text -- 12.3.1 A Distillation -- 12.3.2 Linking Unstructured with Structured Data: Bridging the Gap -- 12.4 Summary -- Chapter 13: Business Rules -- 13.1 Introduction -- 13.2 What Are Business Rules? -- 13.2.1 Business Rules as Business Metadata -- 13.3 Where Are Business Rules Found? -- 13.3.1 Business Rules and Managing the Business -- 13.3.2 Business Rule Systems -- 13.3.3 Rule Management -- 13.3.4 Business Rules and the Metadata Repository -- 13.3.5 Business Metadata about Business Rules -- 13.4 Summary -- 13.5 References -- Chapter 14: Compliance and Business Metadata -- 14.1 Introduction -- 14.2 Compliance Standards -- 14.2.1 Sarbanes-Oxley Provisions -- 14.3 Types of Compliance -- 14.3.1 Financial Audits -- 14.3.2 Communications Audits -- 14.4 Screening Communications -- 14.2.1 Sorting Through the Words and Phrases -- 14.2.2 Periodic Audits.

14.2.3 Creating a Historical Collection.