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8/17/2019 IBM - 2007 - The Challenges of Building Enterprise Content Taxonomies and the Role of Classification Technologies in Maintaining
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© 2007 IBM Corporation 1
The Challenges of Building EnterpriseContent Taxonomies and the Role of
Classification Technologies in MaintainingTheir EffectivenessReginald J. Twigg, Ph.D. (rtwigg!".i#$.%o$&Capt!re, Cla""i'i%ation and Taono$), IBM *CM
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© 200+ IBM Corporation
Information Management Software | *nterpri"e Content Manage$ent
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Agenda
The Challenge o' n"tr!%t!red Content
-e) Con%ept" and Ter$"
Taono$), Cla""i'i%ation and *CM doption
Cla""i'i%ation Te%hnologie" 'or *CM
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© 2007 IBM Corporation /
The Challenge of ManagingUnstructured Content
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© 200+ IBM Corporation
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80% of nter!rise "ata is Unstructured
"ata#ases
Billing "tate$ent"
Clai$" i$age" C!"to$er
%orre"ponden%e Mortgage do%" Contra%t" igned B3" 4ealth%are *B"
Mar5eting %ollateral 6e#"ite %ontent oi%e a!thori8ation" ignat!re %ard" Credit enroll$ent" Material a'et) Data
heet" I 9000 do%" Plant "%he$ati%" Prod!%t i$age" pe% "heet"
:.and $!%h $ore;
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© 200+ IBM Corporation
Information Management Software | *nterpri"e Content Manage$ent
$
hat is nter!rise Content&
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© 200+ IBM Corporation
Information Management Software | *nterpri"e Content Manage$ent
'
here do I start&
6e00 ?B o' %ontent 'ro$#a"i% %ontent "er=i%e" all o=er theenterpri"e.4ow %an we get thi" %ontente''i%ientl) $apped into o!r *CMtaono$)@
6e
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Information Management Software | *nterpri"e Content Manage$ent
(
-e) B!"ine"" Dri=er"
In%rea"e wor5er
prod!%ti=it) anda!to$ate %ontent
related de%i"ion"
Ad )oc Categor*
Suggestion
Content+,ased
or-flow Selection
Content ,ased
"ecision Ma-ing
In Pro%e""
Cla""i'i%ation
In%rea"e a%%e""i#ilit) o'
%ontent !nder
$anage$ent
Automated. )igh Scale
Classification
Classif* at ingestion
and/or re+classif* oer
time
Ta1onom* olution
Tools
nhanced Accessi#ilit*
Ta1onom* ro!oser
*CM Taono$) and
Cla""i'i%ation
In%rea"e legal
di"%o=er) re=iewe''e%ti=ene"" while
red!%ing ri"5
3egal "iscoer*
rioritiation and
or-flow Assignment
5ecords Classification
and 1ce!tion )andling
Storage and 5etention
olic* Assignment
Co$plian%e,
Re%ord", 3egal
Di"%o=er)
Red!%e in!ir) %o"t",
a!to$ate $e""agero!ting and in%rea"e
%!"to$er "ati"'a%tion
mail. Chat 5outing
Agent 5es!onse
Suggestion mail Su!erision
and Monitoring
Automatic
Customer 5es!onse
Me""age Tagging,
Cla""i'i%ation and
Monitoring1 32 4
,usiness 6alue of Classification for CM
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Information Management Software | *nterpri"e Content Manage$ent
8
Percent of corporate information value managed intraditional databases
Data Creation
And
Demand
OLTP and BI
(narrow scope)Application
Tpes
Compliance! Competitive
Intelligence (wide scope)
Source: Gartner
"nstructured
Data
#tructured
Data
A#ilit* to Structure Content with "ata#ases
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Information Management Software | *nterpri"e Content Manage$ent
7
Multi!le 5e!ositories Ma-e Access "ifficult
/>
1A
2E
17
1 repo"itor)E
2FE repo"itorie"
>F10 repo"itorie"10F1E repo"itorie"A
More than 1E
repo"itorie"
DonGt 5now
Ba"e +1 Horth $eri%an de%i"ionF$a5er"
($!ltiple re"pon"e" a%%epted&
The 9uture of Content in the nter!rise.:
Connie Moore and 5o#ert Mar-ham
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;0
And Then There
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© 2007 IBM Corporation 11
>e* Conce!ts and Terms
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Information Management Software | *nterpri"e Content Manage$ent
;2
>e* Conce!ts
Metadata: a $ean" o' de"%ri#ing, lo%ating, %ataloging, anda%ti=ating %ontent a" o#e%t" in a "o'tware e%o")"te$ (literall),
data a#o!t data&.
nter!rise Catalog? a %entrali8ed and nor$ali8ed $etadata
$odel 'or !n"tr!%t!red %ontent 'or the p!rpo"e" o' pro=iding
%on"i"tent "er=i%e" a%ro"" all *CM appli%ation".
Taxonomy: a hierar%hi%al "tr!%t!re o' in'or$ation
%o$ponent", an) part o' whi%h %an #e !"ed to %la""i') a
%ontent ite$ in relation to other ite$" in the "tr!%t!re.
Classification: a %oding o' %ontent ite$" a" $e$#er" o' agro!p 'or the p!rpo"e" o' %ataloging the$ or a""o%iating the$
with a taono$).
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;@
Ta1onom* Is = = =
Not t!rning ani$al" intotrophie"
")"te$ 'or organi8ing the%orp!" o' #!"ine"" %ontent
http://images.google.com/imgres?imgurl=http://www.horns-a-plenty.com/graphics-illustrations/mounts-deer-i.jpg&imgrefurl=http://www.horns-a-plenty.com/Level%25202/shed_antler_taxidermy.htm&h=485&w=355&sz=38&hl=en&start=7&um=1&tbnid=AdYbC5cWRtrIEM:&tbnh=129&tbnw=94&prev=/images%3Fq%3DDeer%2BMount%26svnum%3D10%26um%3D1%26hl%3Den%26client%3Dfirefox-a%26rls%3Dorg.mozilla:en-US:official%26sa%3DG
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Ta1onom* and Classification in CM
Classification Examples: Do%!$ent Cla""ing
Koldering
Taxonomy Examples:
*nterpri"e Content Catalog
Ind!"tr) tandard Do%!$ent Taono$ie" (I, LMI&
Methods:
Rules-Based: pplie" preFdeter$ined r!le" 'or i',then< %la""i'i%ation o' tet and propertie"
nalytics-Based: pplie" algorith$" to interpret%la""e" in order to appl) %la""i'i%ation r!le" to the$
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Information Management Software | *nterpri"e Content Manage$ent
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CM Ta1onom* Illustrated
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© 2007 IBM Corporation 1>
Ta1onom*. Classification and CMAdo!tion
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Information Management Software | *nterpri"e Content Manage$ent
;(
"rie ew ,usiness 6alue from Content
ContentCla""i'i%ation
ol!tion"
I$pro=e Content %%e"" rgani8e n"tr!%t!red Content
Deri=e B!"ine"" In"ight
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,usiness "riers for CM Ta1onom* Management
!"olife"atin# depa"tmental solutions
Content Manage$ent
Colla#oration (P, N!i%5r, Tea$ Roo$", 6i5i"&
$se"-%ased classification and hi#h &o"'fo"cetu"no(e"
Prod!%ti=it) de%line" a" 5nowledge di"appear"
3egal di"%o=er) i" a "e%ondar) %on%ern
Me"#e"s and c)uisitions need to re%on%ile di"parate
%ontent $anage$ent pra%ti%e", repo"itorie" andpro%e""e"
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I f i M S f | * i C M
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Brganiation is the 5oot Cause
Mo"t organi8ation" 'a%e %ontent taono$) #arrier"
e"pe%iall) a" the) "tandardi8e aro!nd *CM
""igning %ategorie" en $a""e
Re%la""i')ing ei"ting %ontent a" taono$ie" e=ol=e
Merging taono$ie"
Integrating the wi"do$ o' 'ol5"ono$ie"
I f ti M t S ft | * t i C t t M t
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2;
Challenges and Im!acts of Merging Ta1onomies
Misclassification %hange i" %on"tant, and $a"tertaono$ie" $!"t $anage $!ltiple %!"to$ taono$ie" 'orea%h %ontent "o!r%e
*+ol'sonomies, 'ro$ depart$ental %olla#oration"ol!tion" are %reated #) !"er" and !n$anaged #) *CM
"tandard"
mpact:
$n"elia%le Metadata In%on"i"ten%ie" lo"e or$i"la#el %ontent
!"ocess Misfi"es – Poor $etadata trigger"in%orre%t e=ent" and wor5'low"
.cale is the Challen#e / utomation is Essential
I f ti M t S ft | * t i C t t M t
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3essons 3earned 9rom 5 Ado!tion
etting Classification 5ight? ?ar#age in O gar#age o!t< i" o'ten !"ed in$etadata $anage$ent proe%t" to de"%ri#e the pro#le$ o' #!ilding a
$etadata $odel on in%on"i"tent "o!r%e".
"riing rocess on Ta1onomies? *RP ")"te$" depending on / $a"ter
taono$ie" $aterial, =endor and %!"to$er. The"e taono$ie" dri=e
e=ent", wor5'low de'inition and the de=elop$ent o' tran"a%tionF%entri%#!"ine"" pro%e"" appli%ation"
Mastering Metadata? The a#ilit) to deplo) new enterpri"e appli%ation"
depend" !pon the reF!"a#ilit), "%ala#ilit) and integrit) o' the $etadata $odel
S*stem of 5ecord is 5eDuired for Standardiation?
*"ta#li"he" an enterpri"e "tandard that %an #e a!dited
Kor$" the 'o!ndation 'or #!ilding de$on"tra#le #e"t pra%ti%e"
*n'or%e" %on"i"ten%) o' data %apt!re and o!tp!t
I f ti M t S ft | * t i C t t M t
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Customer 3essons for Mastering CM Ta1onomies
Ma"ter< taono$) o' re%ord re!ired 'or Co$plian%e
B!"ine"" pro%e"" appli%ation"
Merged $a"ter taono$ie" #e%o$e large and !nwield)
M!ltiple taono$ie" re!ire integration and tran"lation
Centrali8ed, de%entrali8ed, or h)#rid@
Intelligent Cla""i'i%ation in%rea"ingl) i" !"ed to $anage
Taono$) $erging 'ro$ $!ltiple !"e %a"e"
Taono$)'ol5"ono$) tran"lation 'ro$ di"tri#!ted %ontent
"o!r%e"
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© 2007 IBM Corporation 2E
A 3oo- at CM ClassificationTechnologies
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State of Classification Management Technologies
*CM Cla""i'i%ationTaono$) i" an e$erging di"%ipline Ind!"tr) "tandard taono$ie"
Ko%!" on #!"ine"" '!n%tion or tran"a%tion t)pe"
4a=e not rea%hed the enterpri"e le=el
Cla""i'i%ation #e"t pra%ti%e" Content inge"tion
ppli%ation de=elop$ent re%la""i'i%ation
Cla""i'i%ation "o'tware 'o%!"e" on %ontent inge"tion
*le%troni% %ontent (e$ail, ''i%e do%!$ent", 'reeF'or$ tet&
Paper %ontent (do%!$ent i$age"& re!ire" CR
ear%h i" not eno!gh $!"t dri=e =al!e in the #!"ine"" pro%e""
Information Management Software | *nterpri"e Content Manage$ent
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Criteria 9or CM Classification Management Solutions
Integrate with and "!pport the *CM $etadata $odel Interpret a highl)F'ederated %ontent e%o")"te$
?o #e)ond "ear%h to %atalog and $anage %ontent
B!ild on ad=an%ed anal)ti% te%hnologie" r!le" aloneare not eno!gh
Interpret %ontent to etra%t $eaning'!l ($eta&data
*$plo) $!ltiple $ethod" (engine"& 'or %la""i'i%ation
Integrate tea%hinglearning
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I,M Classification Module for lectronic Content
Brganie *our CM content
!to$ated %la""i'i%ation and 'iltering
Co$#ine" tet anal)ti%" !nder"tandingwith r!le"
%!ire" do$ain "pe%i'i%it) 'ro$ )o!r
own %ontent ni!e learning te%hnolog) 'or adapti=e
%la""i'i%ation
!gge"t" new %ategorie" or e=en "eed"an entirel) new taono$)
Re%ti'ie" %on'li%ting taono$ie"
Mar5et pro=en, "%ala#le plat'or$
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@;
Understanding Content with Te1t Anal*tics
M a t ch
i n g
Categories list and
5eleancies
EScoresF
Classification
ngine
Classification
ngine
Cor!us
ECategoriedF
The strategic
value of thismarket is
paramount to
IBM
The strategic
value of thismarket is
paramount to
IBM
Audit
Training
ETeachF
9eed#ac-
CThe core market
for this new
product has been
defined as such by IBM
CThe core market
for this new
product has been
defined as such by IBM
A
IP is
essential
A
IP is
essential
A
Legal is
currently
requiring
full approval
A
Legal is
currently
requiring
full approval
,Engineering
requires clear
requirements
,Engineering
requires clear
requirementsCtrategy is
Important tothe marketing
team
Ctrategy is
Important to
the marketing
team
C? 7(%.
,? $4%.
A? ;2%
The strategic
value of this
market is
paramount toIBM
The strategic
value of this
market is
paramount to
IBM
Information Management Software | *nterpri"e Content Manage$ent
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© 200+ IBM Corporation
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Classification or-flow? Accelerating Content Brganiation
File
System
Cla""i'ier
*i"ting
n%la""i'ied
Managed Content
Cla""i'i%ationRe=iew
Tool
Kilter o!t do%!$ent"
!to$ati%all) %ategori8e $aorit) o' %ontent
5eference? Integration Com!onents
Cla""i'ier (R!nti$e ppli%ation&
Cla""i'i%ation Re=iew (I&
Taono$) Propo"er (I&
Content *tra%tor (training #a"ed on P+&
end to taono$) propo"er
Basic Content
Services
Information Management Software | *nterpri"e Content Manage$ent
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@@
Com!onents of the Solution for Te1t Classification
Classifier !to$ati%all) %la""i'ie" and 'ilter" o!t do%!$ent"
Mo=e" "o$e do%!$ent" 'or $an!al re=iew
Classification 5eiew Tool
llow" !"er to $an!all) re=iew do%!$ent"
Content 1tractor
*tra%t" %ontent 'ro$ the *CM ")"te$ 'or training
Ta1onom* ro!oser "er wor5'low to identi') and na$e new %ategorie" or appl)
ei"ting taono$) 'ro$ P+
Information Management Software | *nterpri"e Content Manage$ent
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Classification for a!er "ocuments
Cla""i'i%ation o' paper do%!$ent" o%%!r" in %apt!repro%e""
"e %a"e" 'or paper do%!$ent %la""i'i%ation
Re%ognition !"ing CRICR
Cla""i'i%ation to a""o%iate to 'older" or do% %la""
eparation to red!%e %o"t" and i$pro=e pro%e""
Information Management Software | *nterpri"e Content Manage$ent
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© 200+ IBM Corporation
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@$
Three rimar* T*!es of Images GThe "ocument 5ecognition ro#lem
•
3ess Adanced
More Adanced
Semi+Semi+
StructuredStructured
StructuredStructured
Un+StructuredUn+Structured
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@'
The "ocument Se!aration ro#lem in Image Ca!ture
Se!aration of documents is asignificant e1!ense for a
high+olume ca!ture s*stem
T)pi%al "tr!%t!red< re%ognition te%hnologie" are not appli%a#le
Man!al in"ertion o' "eparator "heet" i" the pri$ar) wor5aro!nd toda)
E0 o' do%!$ent preparation la#or i" "pent "orting do%!$ent" and
in"erting "eparator page" source: T!"#
Where does one document stop and the nextbegin?
Here?Here? Here?Here? Here?Here? Here?Here?
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@8
aterfall A!!roach to Classification and Se!arationTwoFpa"" ")"te$
;st !ass? Classification
o!timies !erformance #* using fastest classification techniDuesfirst
Adanced Te1t Classification final catch+all
1 2Page # 3 4 5 6 7 8
Image!assi"cation
$%& ? ?? ? ?
'u!es
(ased $%& $%& $%&
?
)ext!assi"cation
$%&$%&$%&$%& $%&$%&
(arcode'ecognition ? ?? ? ? ? ?
; ms
20 ms
200 ms
;000 ms
*irst
*orm +
*irst*orm ,
*irst*orm -
.ast
*orm +
.ast
*orm ,
.ast
*orm -
/idd!e*orm +
/idd!e*orm ,
?
Information Management Software | *nterpri"e Content Manage$ent
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© 200+ IBM Corporation
o at o a age e t So t a e | e p "e Co e a age e
@7
h* Inest in Automated Classification&
Accelerate the time to alue in *our
inestment in CM
9ree u! *our su#Hect matter e1!erts
nsure more accurate content
catalogs
Ma-e *our content easier to find and
leerage
Information Management Software | *nterpri"e Content Manage$ent
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g | p g
40
Summar*
1. %%elerate *CM tandardi8ation"oor content classification undermines ECM value – maximi$e your ECM
potential and time%to%value &ith automated classification
2. !to$ating Cla""i'i%ation lwa)" Pa)"
Typical employees spend '( hours)&ee* searching for information – slashthat time and increase productivity
/. Cla""i'i%ation Te%hnologie" !to$ate Cla""i'i%ation toDri=e De=elop$ent o' Be"t Pra%ti%e"
I,M Classification Module for I,M 9ileet 8 utomatically o"#aniin# you" content %y unde"standin# it
Information Management Software | *nterpri"e Content Manage$ent
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g | p g
Contact Re##ie T&i## 5 "t&i##6us7i%m7com 8 fo"
mo"e info"mation o" to a""an#e a demonst"ation