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©2012 DAMA International All Rights Reserved DAMA-DMBOK2 Framework Patricia Cupoli Editor Susan Earley Production Editor Deborah Henderson Program Director April 23, 2012

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Page 1: Dama-dmbok2 Framework Draft for Download

©2012 DAMA International – All Rights Reserved

DAMA-DMBOK2 Framework

Patricia Cupoli Editor Susan Earley Production Editor Deborah Henderson Program Director

April 23, 2012

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DAMA-DMBOK2 Framework

April 23, 2012 1 © 2012 DAMA International – All Rights Reserved

Table of Contents 1

2

3

1.1. About This Document .......................................................................................................... 2 4

1.2. Revision History .................................................................................................................. 4 5

2. What is the DAMA-DMBOK? ................................................................................................... 5 6

3. Introduction to DAMA-DMBOK2 ............................................................................................. 5 7

3.1. Why a Framework Outline? ................................................................................................. 5 8

3.2. History.................................................................................................................................. 6 9

3.3. Purpose ................................................................................................................................. 6 10

3.4. Goals .................................................................................................................................... 7 11

3.5. Audience .............................................................................................................................. 7 12

3.6. Potential Uses....................................................................................................................... 7 13

4. Proposed Framework .................................................................................................................. 8 14

4.1. Knowledge Areas ................................................................................................................. 8 15

4.2. Knowledge Area-Related Processes, Activities and Elements .......................................... 10 16

4.2.1. Context Diagrams ........................................................................................................... 10 17

4.2.2. Activity Groups ............................................................................................................... 11 18

4.2.3. Environmental Elements ................................................................................................. 12 19

5. DAMA-DMBOK2 Structure .................................................................................................... 14 20

5.1. DAMA-DMBOK2 Book Outline ...................................................................................... 14 21

5.2. Knowledge Area Chapter Structure ................................................................................... 19 22

6. Concordance between DAMA DMBOK Editions .................................................................... 21 23

7. Next Steps ................................................................................................................................. 22 24

25

Table of Figures 26

Figure 1. The DAMA-DMBOK2 Knowledge Area Wheel ............................................................ 9 27

Figure 2. Context Diagram Example ............................................................................................ 11 28

Figure 3. Environmental Elements ............................................................................................... 13 29

Figure 4. Environmental Elements – Scope Summary ................................................................. 13 30

Figure 5. Knowledge Area Chapter Outline ................................................................................. 21 31

32

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1.1. About This Document 33

34

This document describes the DAMA-DMBOK2 Framework published by DAMA International to 35

help formalize the best practices of our profession. 36

37

Deborah Henderson 38

DAMA-DMBOK2 Director 39

President, DAMA Foundation 40

Past VP Education Services, DAMA International 41

42

Patricia Cupoli 43

DAMA-DMBOK2 Editor 44

DAMA-ICCP Director 45

Past President: DAMA International, Chicago and Philadelphia Chapters 46

47

Susan Earley 48

DAMA-DMBOK2 Production Editor 49

DAMA Dictionary Editor 50

51

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DAMA-DMBOK2 Project Committee Members 52

53

Patricia Cupoli 54

Editor 55

56

Susan Earley 57

Production Editor 58

59

Deborah Henderson 60

Program Director 61

62

Lisa Pazzano 63

Communications and Marketing Manager 64

65

Sanjay Shirude 66

DAMA International VP Education 67

68

Eva Smith 69

Project Infrastructure Manager 70

71

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1.2. Revision History 72

73

Version Date Author Description

.1 November 10, 2010

Susan Earley Restructured functions from 10 to 14, corrected meta data to meta-data

.2 November 10, 2010

Robert Abate, Susan Earley

Revisions to Functional Wheel Scope and associated text.

.3 October 2011 Patricia Cupoli Revisions to document organization and new sections written

.4 October 2011 Deborah Henderson

General Revisions

.5 October 2011 Susan Earley General Revisions, merge multiple versions

.6 November 2011 Patricia Cupoli Comments to resolve between multiple versions and added LinkedIn comments

.7 November 2011 Susan Earley New context diagram and text updates, reordering of sections

8 November 18 2011 Deborah Henderson

General revisions

9 December 6, 2011 Susan Earley Further refinement of document structure, new images, moved all references to changes from DMBOK 1 to end, added tables to show differences between this framework and DAMA DMBOK 1

st

edition.

10 December 30, 2011 – January 3, 2012

Patricia Cupoli Edited document, added revised context diagram, removed tables to be used in actual DMBOK.

11 March 4 2012 Deborah Henderson

Grammar, obvious errors, enhanced, questions re ”methods”, roles, regulations, owners, diagrams and expanded some content outline . Added governance to each KA

12 March 9, 2012 Susan Earley Revised diagrams.

13 March 20-22, 2012 Patricia Cupoli Revised Section 5.2, expanded/corrected wording, added comments for discussion. Deleted Section 4.2 and last paragraph in Section 7.

14 March 24-25, 2012 DAMA-DMBOK2 Project Committee

Revisions done within Google Docs and transferred to this version.

15 April 23, 2012 Patricia Cupoli Removed NEIMS – too USA centric

74 75

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2. What is the DAMA-DMBOK? 76

77

DAMA International’s Data Management Body of Knowledge (DAMA-DMBOK) is a collection of 78

processes and knowledge areas that are generally accepted as best practices within the Data 79

Management discipline. Data Management is an overarching term that describes the processes 80

used to plan, specify, enable, create and acquire, maintain and use, archive and retrieve, 81

control, and purge data. These processes overlap and interact within each data management 82

knowledge area (see section 4.1) 83

84

Data Management is vital to every organization. Whether known as Data Management, Data 85

Resource Management, or Enterprise Information Management, organizations increasingly 86

recognize that the data they possess is a valuable asset. Like any valuable asset, they also 87

recognize their data assets must be managed. Businesses, governments, and other 88

organizations are more effective when they leverage their data assets. Data Management is the 89

process of effectively controlling and leveraging data assets. 90

91

Data Management is a maturing discipline. Data Management concepts and supporting 92

technology have evolved quickly over the last thirty years, and continue to evolve. 93

94

Creating a formal, certified, recognized, and respected data management discipline is not an 95

easy task. The current environment can be a confusing combination of terms, methods, tools, 96

opinion, and hype. To mature this discipline, DAMA’s Data Management Body of Knowledge 97

(DMBOK) provides concepts towards the standardization of 98

99

Activities, processes, and best practices 100

Roles and responsibilities 101

Deliverables and metrics, and 102

A maturity model 103

104

Standardization will help data management professionals perform more effectively. Executives 105

in particular need to understand and assign value to data management activities, so they can 106

fully support, fund, and staff the data management function. Moreover standardization will 107

also help us communicate with our teammates, managers, and executives, and ubiquitous use 108

will harden Data Management into a formal discipline around the world. 109 110

3. Introduction to DAMA-DMBOK2 111

3.1. Why a Framework Outline? 112

The DAMA-DMBOK2 Framework Outline described here exists to provide the proposed 113

structure and outline of content for organizing the second edition of the Data Management 114

Body of Knowledge (DAMA-DMBOK2) document. In order to ensure the work is an accurate 115

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reflection of the profession it is essential to gain community consensus for the Framework that 116

becomes the foundation of the document. 117

3.2. History 118

The DAMA Data Management Body of Knowledge (DAMA-DMBOK) has undergone an evolution 119

over the years. It began as the Guidelines for Implementing Data Resource Management in 120

1991. This publication was published by DAMA International in various forms through four 121

versions in collaboration with DAMA Chicago. 122

123

DAMA International published The DAMA Guide to the Data Management Body of Knowledge 124

(DAMA-DMBOK Guide, 1st edition) in 2009. DAMA-DMBOK was in development for several 125

years as a complete overhaul of the earlier Guidelines. A Framework ‘white paper’ was written 126

and floated to the data management community for comment and input, and became the basis 127

for the first publication. Full DAMA-DMBOK text development proceeded with input from 128

contributing authors, the DAMA-DMBOK editors, DAMA-DMBOK Editorial Board, and over 120 129

DAMA member reviewers. 130

131

In preparation for the 2nd edition, input on existing and proposed content has been collected 132

from DAMA chapter members and Enterprise Data World conference sessions. 133

134

The DAMA Dictionary of Data Management is now in its 2nd edition and was published in April 135

2011 containing almost 2000 terms, including terms from the DAMA Certified Data 136

Management Professional (CDMP) exams managed by the Institute for the Certification of 137

Computing Professionals (ICCP). It is aligned to the terms in the DAMA-DMBOK and is the 138

glossary for the DAMA-DMBOK. 139

3.3. Purpose 140

The 2nd edition of the DAMA-DMBOK (DAMA-DMBOK2) will continue the 1st edition philosophy 141

of offering DAMA standardization of Data Management guidelines, characteristics and active 142

practices. It will cover the WHAT, WHO and WHY of Data Management and its various 143

knowledge areas. It will be modeled after other professional organizations’ Bodies of 144

Knowledge (BOKs) such as PMI’s PMBOK (Project Management BOK), and IEEE’s SWEBOK 145

(Software Engineering BOK). 146

147

The entire body of knowledge about data management is quite large and constantly growing. 148

The DAMA-DMBOK is a guide that is intended to provide a definitive introduction that body of 149

knowledge. It presents a standard industry view of data management knowledge areas, 150

terminology, and common best practices, without going into implementation details. The 151

DAMA DMBOK Guide introduces alternative views and industry accepted approaches where 152

clear differences of opinion exist. 153

154

The DAMA-DMBOK Guide should not be read as an attempt to be a complete authority on any 155

specific data management knowledge area. Instead, it points readers to widely recognized 156

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publications, articles, and other resources for further reading on the HOW-TO methods and 157

implementation details. DAMA also encourages communities of practice discussions on the 158

topics presented. 159

3.4. Goals 160

The goals of the DAMA-DMBOK2 Guide are: 161

1. To build consensus for a generally applicable view of data management knowledge areas. 162

2. To provide standard definitions for commonly used data management knowledge areas, 163

deliverables, roles and, other terminology, in conjunction with the DAMA Dictionary of Data 164

Management and thus to move the Data Management Community towards standardization 165

on concepts and activities. 166

3. To identify guiding principles for data management. 167

4. To clarify the scope and boundaries of data management activities. 168

5. To overview commonly accepted good practices, widely adopted techniques, and significant 169

alternative approaches, without reference to specific technology vendors or their products. 170

6. To briefly identify common organizational and cultural issues. 171

7. To identify strategies for data management maturity analysis. 172

8. To guide readers to additional resources for further understanding. 173

3.5. Audience 174

The audiences for DAMA-DMBOK2 will be similar to the audiences for the 1st edition. The 175

audiences for the DAMA-DMBOK are quite varied and include: 176

Certified and aspiring data management professionals. 177

Other IT professionals working with data management professionals. 178

Business data stewards at all levels. 179

Executives with an interest in managing data as an enterprise asset. 180

Knowledge workers developing an appreciation of data as an enterprise asset. 181

Consultants conducting assessments of client data management areas and helping to 182

implement and improve data management at these clients. 183

Educators responsible for developing and delivering a data management curriculum. 184

Researchers in the field of data management. 185

186

3.6. Potential Uses 187

DAMA foresees several potential uses of the DAMA-DMBOK2 Guide, including: 188

Informing a diverse audience about the nature and importance of data management. 189

Helping build consensus within the data management community. 190

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Helping data stewards, data owners, and data professionals understand their 191

responsibilities. 192

Providing the basis for assessments of data management effectiveness and maturity. 193

Guiding efforts to implement and improve data management knowledge areas. 194

Pointing readers to additional sources of knowledge about data management. 195

Educating students, new hires, practitioners and executives on data management 196

knowledge areas 197

Guiding the development and delivery of data management curriculum content for higher 198

education. 199

Suggesting areas of further research in the field of data management. 200

Helping data management professionals prepare for Certified Data Management 201

Professional (CDMP) data exams. 202

Assisting organizations in defining their enterprise data strategy. 203

4. Proposed Framework 204

4.1. Knowledge Areas 205

In the 1st edition of the DAMA-DMBOK, Data Management was described as a function that is 206

also known as a high level business process or the name of the program. This process was 207

captured in 10 functions and associated activities. 208

209

In the DAMA-DMBOK2 we are emphasizing ‘knowledge areas’ rather than ‘functions’. A 210

knowledge area is a category of specialization. It could be made up of one or more topics, 211

which will be handled in separate sections. 212

213

There are 11 knowledge areas that cover the core areas in DAMA-DMBOK2 that DAMA 214

International considers important for those performing data management. Each knowledge 215

area has many section topics logically grouping activities that are required to be performed. In 216

addition, there are supporting section topics that round out the knowledge requirements for 217

data management professionals in additional chapters. 218

219

Based on received input, the DAMA-DMBOK2 will use this revised Data Management 220

knowledge area wheel (Figure 1): 221

222

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223 Figure 1. The DAMA-DMBOK2 Knowledge Area Wheel 224

The 11 Data Management Knowledge Areas are: 225

226

Data Governance – planning, oversight, and control over data management and use of data 227

Data Architecture – as an integral part of the enterprise architecture 228

Data Modeling and Design – analysis, design, building, testing, deployment and 229

maintenance 230

Data Storage – structured physical data assets storage management 231

Data Security– ensuring privacy, confidentiality and appropriate access 232

Data Integration and Interoperability – data acquisition, transformation and movement; 233

managing ETL, federation, or virtualization 234

Documents and Content – storing, protecting, indexing, and enabling access to data found 235

in unstructured sources (electronic files and physical records), and making this data 236

available for integration and interoperability with structured (database) data. 237

Reference & Master Data – managing gold versions and replicas 238

Data Warehousing and Business Intelligence – managing analytical data processing and 239

enabling access to decision support data for reporting and analysis 240

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Meta-data – integrating, controlling and delivering meta-data 241

Data Quality – defining, monitoring and improving data quality 242

243

4.2. Knowledge Area-Related Processes, Activities and Elements 244

245

DAMA-DMBOK2 expands the ‘environmental elements’ (section 4.2.3).. The first edition was 246

more concerned with outlining the functions. This edition will ‘close the loop’. These elements 247

along with the context diagram and activity groups describe the data management processes 248

and activities that are involved in a knowledge area. 249

250

4.2.1. Context Diagrams 251

Each knowledge area has a context diagram that outlines and frames the scope of that area’s 252

topic. The diagram format is more tailored to describing the processes in terms of inputs 253

(documents and plans), outputs (documents and products), business drivers (goals, regulations, 254

and standards), tools and techniques The roles in a context diagram will take on RACI 255

(Responsible, Approver/Accountability, Consult and Inform) responsibilities depending on 256

activities. 257

258

Goals will be reworded to be SMART (Specific, Measurable, Achievable/Attainable, Realistic, 259

and Timely), and matched to metrics. Regulations and Industry Standards will be moved from 260

Inputs into new categories. Metrics will be enhanced. 261

262

The Participants section is split into Responsible Roles (responsible for performing an activity) 263

and Stakeholder Roles (consulted or informed by in a Process). Primary Deliverables are 264

renamed Deliverables, as they were not listed with any contrasting Secondary Deliverables. 265

266

Finally, the level of detail on the diagrams will be kept to a very high level, consistent with an 267

overview, and consistent across knowledge areas. The text will provide more detail. 268

269

Each context diagram includes: 270

271

Definition: The definition of the Knowledge Area. 272

Goals: The goals of the Knowledge Area within this Topic. 273

Process: The list of discrete activities and sub-activities, with activity group indicators 274

(see below). 275

Regulations: Commonly required classes of government laws, regulations, reporting 276

requirements, and standards that definitely affect this Knowledge Area and Related 277

Sections. 278

Industry Standards: Commonly recognized classes of standards that should / could affect 279

this Knowledge Area and Related Sections. 280

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Inputs: What documents or raw materials are directly necessary for a Process to initiate 281

or continue? 282

Supplier Roles: Roles and/or teams that supply the Inputs to the Process. 283

Responsible Roles: Roles and/or teams that perform the Process. 284

Stakeholder Roles: Roles and/or teams Informed or Consulted on the Process. 285

Tools: Technology types used by the Process to perform the Function. 286

Deliverables: What is directly produced by the Processes? 287

Consumer Roles: Roles and/or teams that expect and receive the Deliverables. 288

Metrics: Measurements of how to quantify the success of Processes based on the Goals 289

290

This diagram is an example of what the context diagram for a knowledge area would contain. If 291

appropriate, a sub-topic section of a knowledge area may have its own context diagram for 292

clarity. 293

294

295 Figure 2. Context Diagram Example 296

4.2.2. Activity Groups 297

In the center of each context diagram, there is a box listing the processes for that knowledge 298

area and topic. 299

300

Each process has activities classified as belonging to one of four Activity Groups: 301

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Planning Activities (P) High level or supervisory activities that set the strategic 302

and tactical course for other data management activities. 303

Planning activities may be performed on an iterative basis. 304

Control Activities (C) Oversight activities performed on an on-going basis. 305

Development Activities (D) Activities undertaken within projects and recognized as 306

part of the systems development lifecycle (SDLC), creating 307

data deliverables through analysis, design, building, 308

testing, and deployment, performed on an iterative basis. 309

Operational Activities (O) Service and support and maintenance activities performed 310

on an on-going basis. 311

312

Below is an overview of the work profile for our four Activities Groups 313

314

Iterative On-going

Oversight Planning (P) Control (C)

Attention to Detail Development (D) Operational (O)

315

4.2.3. Environmental Elements 316

The seven Environmental Elements provide a logical and consistent way to describe each 317

knowledge area. 318

319

The Elements provide a structure for: 320

Consistent presentation in each DAMA-DMBOK2 chapter. 321

Organizing assessment questions, findings and recommendations. 322

Guiding strategic planning for each knowledge area. 323

324

The Framework identifies the following seven elements in DAMA-DMBOK2 consistent with 325

DAMA-DMBOK version 1. Each Element now has an additional type descriptor; People, Process, 326

or Technology 327

328

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329 330 Figure 3. Environmental Elements 331

332 Figure 4. Environmental Elements – Scope Summary 333

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334

Environment Elements relate to the Knowledge Area Context Diagrams and Activity Groups in 335

the following way: 336

337

Environment Elements Knowledge Area Context Diagrams

Activity Groups

Definition

Goals & Principles Goals Planning

Activity Activity Activity Indicators or Classifications

Deliverables Inputs & Outputs, Documents, Software Products

All activities

Roles & Responsibilities Supplier Role Responsible Role Consumer Role Stakeholder Role Approver Role Accountable Role

All activities

Practices & Techniques Techniques & Metrics All activities

Organization & Culture All activities

338

5. DAMA-DMBOK2 Structure 339

5.1. DAMA-DMBOK2 Book Outline 340

341

The proposed outline is as follows below. Examples are provided to clarify the content of the 342

chapter sections; however, they are not necessarily inclusive. 343

344

Foreword 345

346

Preface 347

348

Acknowledgements 349

350

Chapter 1: Introduction 351

BOK Framework overview 352

Vision Statement 353

Scope of BOK – what has changed since DMBOK1 354

Overlap/Interface with other BOKs and standards frameworks (like ANSI) 355

356

357

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Chapter 2: Use of the DMBOK 358

Case Studies 359

Communicating DM value to the business 360

Data as an asset 361

Placing value on data 362

363

Chapter 3: Overall Process: Data Management 364

Data vs. Information 365

Core Concepts : 366

o Knowledge Area overview 367

o Environmental Elements overview 368

Knowledge Areas and Value 369

370

The core Knowledge Areas follow. Here are the general outlines for each chapter. 371

372

Chapter 4: Knowledge Area: Data Governance 373

Section 1 = Data Governance 374

Data Governance - as oversight for all data management, moving towards a unified 375

theory of data management strategy and control (also within chapters as a focus for 376

each knowledge area) 377

Context: Relationship to Information Governance, IT Governance, IT Service 378

Management, Business Management, PMO, Business Operations 379

Data valuation ROI 380

Data governance and Government Sector 381

Section 2 = Overall Data Management Maturity Model (also within chapters for each 382

knowledge area) 383

Maturity benchmarking 384

Maturity development (targets and activities) 385

Section 3 = Data Stewardship and Ownership 386

Section 4 = Business Cultural Development (SDLC incorporation in various 387

methodologies such as waterfall and agile change management inclusion, 388

communication challenges, Section 5 = Contracting. Service level agreements, 389

outsourcing Data in a Cloud 390

Section 5 = Ethics 391

392

Chapter 5: Knowledge Area: Data Architecture 393

Section 1 = Enterprise Data Architecture 394

Frameworks: Zachman Framework for Enterprise Architecture, others 395

Working within Enterprise Architecture (Information vs. Infrastructure, Business, 396

and Application, specialized architectures (e.g., network)) 397

Section 2 = Data Architecture Implementation 398

Enterprise architecture models vs. project architecture models 399

Data in the Cloud 400

Linked data architecture 401

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Semantic data architecture (Resource Description Framework (RDF), 402

dereferenced data) 403

Data as a Service SEE DII 404

Big Data architecture 405

Web data architecture (aka information architecture) 406

Specific architectures for knowledge areas are included in those knowledge areas. 407

Data Architecture Governance: 408

Standard data architectures, compliance through project execution 409

410

Chapter 6: Knowledge Area: Data Modeling & Design 411

Section 1 = Modeling Overview 412

Relational 413

Object 414

DW modeling (star, snowflake, outrigger) 415

Canonical 416

Semantic modeling and Resource Description Framework (RDF) 417

Master Data modeling - SEE Reference and Master Data 418

Section 2 = Conceptual/Logical Modeling 419

Data requirements analysis 420

New and Existing model analysis and integration 421

Data Profiling as it relates to validation of logical models (interrogation and 422

verification of the data behavior) Logical modeling Requirements 423

Normalization Discussion (1st, -6th, other) 424

Modeling techniques for model expansion 425

Industry standard models 426

427

Section 3 = Physical Modeling 428

Physical DB restrictions discussion 429

De-normalization Discussion 430

Data Vault Overview (modeling, hub, link, satellite) 431

Non-normalized-Storage Modeling Discussion 432

Historical Data Retention Designs, including partitioning 433

Distributed designs 434

ER and Object modeling 435

Big Data 436

Columnar DB modeling 437

Semi-structured modeling 438

Issues in: 439

Views or model? 440

Indexing (map reduce approach, traditional OLTP, hash) leading edge 441

discussions here on retrieval issues and solutions 442

Referential integrity enforcement 443

Data Modeling and Design Governance: 444

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Documenting the Model (including versioning, lineage) and its use as a data 445

governance tool 446

Best practices in Naming conventions 447

448

Chapter 7: Knowledge Area: Data Storage 449

Section 1 = DBMS applications [RDBMS, triple store, federation/cloud], transaction vs. 450

bulk load support, backup/recovery, monitoring/tuning, purge/archive, row-451

based vs. column-based, configuration management 452

Virtualization (cloud) 453

Object / multi-media database 454

DBMS monitoring, including mobile monitoring, bots. 455

Section 2 = File storage systems (Hadoop) (big data), No SQL 456

Data Storage Governance: Enterprise demands in service management for data storage 457

458

Chapter 8: Knowledge Area: Data Security 459

Section 1 = Security Requirement Categories (HIPPA, PCI, PII, SOX PIPEDA) 460

Section 2 = Security Management (AAA) 461

Internet security, costs of data breaches (monetary and otherwise) 462

Section 3 = Privacy 463

Data Security Governance = working with Risk Management, Legal, Security breach 464

response, access to information (government), Identity management 465

466

Chapter 9: Knowledge Area: Data Integration and Interoperability (DII) 467

Section 1 = Approaches: integration or interoperate? 468

Mergers and acquisitions 469

Drivers for DII 470

Data.gov, Open Data (government published data) 471

Standards 472

Architectures 473

o Data as a Service 474

o Batch 475

o Near real time, trickle 476

o Real time 477

Section 2 = Data acquisition (get data in) 478

Buying / selling data, contracting 479

Integrating 3rd party data 480

Section 3 = Data movement/services (move data around), 481

Data integration (combine data for use), 482

Approaches to structured / unstructured data integration / issues 483

Data transformation (change data in place or in combination with above activity) 484

Section 4 = Data interoperability (use separate data together with OR without 485

integration) 486

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Data Integration and Interoperability Governance = redundancy control, security, 487

lineage, value chain (impact analysis), data sharing agreements, quality and 488

recombination 489

490

Chapter 10: Knowledge Area: Document and Content 491

Section 1 = Common activities regardless of document type 492

Architecture 493

Data as evidence 494

Data retention 495

Confidentiality including data marking 496

Section 2 = Content Management (classification, taxonomies, tagging, indexing,) 497

Section 3 = Physical Documents (Printed documents/records) 498

Section 4 = Electronic Documents 499

Documents/records 500

Images/Audio/Video 501

Document and Content Governance = working with Risk Management, Legal, Security 502

breach response, access to information (government), service management 503

504

Chapter 11: Knowledge Area: Reference and Master Data 505

Section 1 = Common activities regardless of data type 506

Architecture 507

Administration approaches / compliance 508

System of record / Data of record (gold data) 509

Section 2 = Reference Data (including GIS (base spatial data, solids models –CAD, 510

temporal data, purchased data such as Bloomberg, Post Office,) 511

GIS business reference data (enterprise specific GIS reference data (where and 512

what company assets are)) 513

Section 3 = Master Data 514

Business rules 515

Data sources 516

Reference and Master Data Governance = Determining systems/data of record, 517

determining and managing business rules 518

519

Chapter 12: Knowledge Area: Data Warehousing & Business Intelligence 520

Section 1 = back-office specialization, Kimball vs. Inmon, , real-time, near-real-time, data 521

discovery (not modeling, but inventory, classification and assessment) and 522

database inventory (what data is stored where and at what level).Note: 523

ETL(Extract Transform and Load) is covered in Data Integration and 524

Interoperability. 525

Section 2 = front-office specialization, Business Intelligence & Analytics - Analytics, 526

visualization, delivery, (including GIS, Storyboarding, ‘See also’ suggestions, 527

Dynamic search, autosuggest, sticky notes, and personalization, mashups, big 528

data analytics) 529

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Data Warehousing & Business Intelligence Governance = Reporting Strategy, 530

Appropriate use of and interpretation of data, data architecture compliance, 531

training and BICC (Business Intelligence Competency Centre) 532

533

Chapter 13: Knowledge Area: Meta-data 534

Architecture 535

Section 1 = Semantics and metadata identification, types 536

Multilingual environments 537

Section 2 = Metadata solutions: Business glossary, Repository Architecture, collection 538

and maintenance 539

Meta-data Governance = Standard data definition (models, glossary, value chain, master 540

data, gold data source, owner, and stewards) 541

542

Chapter 14: Knowledge Area: Data Quality 543

Section 1 = Measuring and Monitoring 544

Defining quality, Impacts of low quality 545

Section 2 = Data Profiling, data correction 546

Data Quality Governance = Ensuring data quality (process engineering, rules, ownership 547

and compliance) 548

549

Chapter 15: DM Supporting Topics 550

Section 1 = Professional Development (certification, facilitation) 551

Section 2 = Business Data Requirement Development (how to get good data 552

requirements) and deliverable verification to requirements 553

Section 3 = Communicating Data Management value to the business 554

Section 4 = Data management cost control 555

Section 5 = The Data Management organization 556

Section 6 = Facilitation 557

558

Appendix 559

1. Primary Contributing Authors (by chapter or section) 560

2. Contributing Reviewers and Commenters 561

3. Context Diagram contents by context area consolidations 562

4. Chart relating DMBOK 1st edition to DMBOK 2nd edition (Concordance) 563

5. Bibliography 564

5.2. Knowledge Area Chapter Structure 565

566

Each knowledge area will have a chapter in the DAMA-DMBOK Guide that may contain multiple 567

sections. The extent of each discussion will vary by chapter and section, as appropriate to the 568

topics and environmental elements involved. At the end of each chapter will be a section on 569

Governance for that knowledge area. The proposed chapter structure for a knowledge area 570

may look like this: 571

572

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1. Introduction/Knowledge Area Definition 573

2. Description of Sections/Topics 574

3. Section N 575

a. Executive Summary/Context Diagram 576

b. Essential Concepts, Common Vocabulary, and Popular Frameworks 577

c. Business Drivers 578

i. Goals & Principles 579

ii. Government Regulations 580

iii. Industry Standards 581

d. Processes 582

i. Activities 583

e. Inputs and Outputs 584

i. Inputs 585

ii. Outputs 586

f. Technical Drivers 587

i. Toolsets 588

ii. Techniques 589

g. People 590

i. Overall Organization and Culture 591

ii. Roles & Responsibilities 592

1. Supplier Roles 593

a. Internal 594

b. External 595

2. Responsible Roles 596

a. Internal 597

b. External 598

3. Consumer Roles 599

a. Internal 600

b. External 601

4. Stakeholder Roles 602

a. Internal 603

b. External 604

h. Inter- Section Relationships/Interfaces 605

i. Implementation Guidelines 606

i. Topic Readiness Assessment / Risk Assessment 607

ii. Organization and Cultural Change 608

1. Process Change 609

2. Communication/Training 610

3. Transition 611

4. Maintenance 612

iii. Top mistakes to avoid 613

j. Conclusion/Summary 614

i. Looking Forward/Trends 615

k. Reference Citations/Additional Reading 616

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4. Section N+1 617

5. Knowledge Area Governance 618

i. Knowledge Area Maturity Model Overview, Metrics 619

ii. Knowledge Area Value Chain / Business Value 620

621

622

623

624

625

626

627

628

629

630

631

632

633

634 635

636 637

Figure 5. Knowledge Area Chapter Outline 638

639

6. Concordance between DAMA DMBOK Editions 640

641

Many of the concepts are similar between the editions and are covered in this section. These 642

concepts include: 643

644

Context diagrams 645

Environmental elements 646

Activity groups and classifications 647

648

The DAMA-DMBOK2 will contain some different concepts than the 1st edition and these 649

concepts are covered in section 4 of this Framework. 650

651

They include, in summary: 652

653

Revised DAMA-DMBOK knowledge area wheel to include eleven knowledge areas with 654

the addition of Data Integration and Interoperability 655

A re-ordering of the knowledge area wheel so that Data and Content Management is 656

introduced earlier in the lifecycle of the wheel (as read clockwise) 657

Section A

Section B

Section N

• Introduction/Knowledge Area Definition

• Description of Sections/Topics

• Knowledge Area Governance

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An emphasis on knowledge areas (rather than functions) that will contain multiple 658

subjects 659

A re-structured format for each chapter, including re-formatted context diagrams 660

An emphasis on data governance as a unifying oversight mechanism in data 661

management 662

663

A table describing the areas of similarities and differences between editions will be included in 664

the DAMA-DMBOK2 as an appendix. 665

7. Next Steps 666

667

This Framework proposes an outline and structure for DAMA-DMBOK2. It will be made 668

available for a period of time to DAMA members for comment, and then to the general public. 669

670

The comments will be compiled and be available via www.dama.org. The final Framework will 671

be provided to the primary contributing authors as a guideline for development of their 672

knowledge area or section, and to all reviewers so they can comment within expected content 673

parameters. The editors are responsible for the final DAMA-DMBOK2 presentation and content. 674

675

676