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SchemaServer Overview

Tools for Enterprise Metadata Management and Synchronization

Prepared for the University of Washington Information School

Applied Metadata Class

Gary Carlson

garyc@schemalogic.com

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SchemaLogic at-a-Glance

Software and Services to: Organize how information is tagged, exchanged & retrieved Control, reconcile and synchronize shared metadata Create and manage an Enterprise Metadata framework,

based on common metadata model and shared repository

Example Projects: Standardize shared vocabulary Create XML Schema library Enterprise taxonomy management Reference data management Reconcile DBMS schema Synchronize content management systems Support federated search and portal initiatives

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Babe

Issue: Inconsistent Structures & Semantics

Cust_ID

Customer#

Client_no

CUST1

Severity = 1

Sev_Code = A

One Concept can have many different

expressions

One Expression can refer to many different

concepts

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Solution encompasses Structure & TaxonomyReconcile metadata definitions in common information model

Structural Metadata

Taxonomic Metadata

Name String

Birthdate DateTime

EmpId IntegerRetail

Division

Finance

Operations

Marketing

G&A

N. America

Europe

Asia-PacificDivision

Database, XML, XSD, DTD, Web Forms, MARC, Dublin Core, EDI

standards, etc

Authority Lists, Thesauri, Taxonomies, Controlled

Vocabularies, Ontologies, Facets. Pick Lists, etc

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Taxonomy

Vocabularies/Pick Lists

Database Schema Catalog

XML Schema Library

Location/Stewardship

Dictionary/Thesauri

Relationships/Associations

Data/Content

Layer

Data Consumer

Layer0

1

2

3

4

5

6

7

8

1 2 3 4 5 6 7

Descriptive info, Categorization info, Structural info, Navigational info, Re-use info, Retrieval info…

METADATA

Layer

Reference Data

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Enterprise issuesIndividual systems and initiatives can probably take care of themselves, once data structures need to be shared across more than one system, or cross a boundary then…

Content management/integration•Taxonomy reconciliation•Standard vocabularies

Data warehouse/reporting teams•Reconcile for BI•Reference data mgt

XML developers•Reuse of XML Schema•Approved changes synchronized

Enterprise Information Architects•Model information flow•Many-to-one mapping, standards

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Onto SchemaServer…

First some administrative details• Login (see URL and login on sheet)

– http://www.schemalogic.net/uw_xxxx/– Go to Users screen– Change password– Correct name if necessary– Type in e-mail

• Guest account on each database

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The Driver’s License

• A collection of concepts (elements)

• Each element has its own use, description, and data format. – Exp. Date = Date/Time– Name = String– Eye Color = Controlled List– Etc

• Each element is re-usable in different systems, forms, etc

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Elements – Data ContainersElement Properties

Describe usage, data type, identify the element

Element ID A Global Unique Identifier is the ultimate identifier for this object

Data Type Define the constraints on legal values for this element…What you can put in this container.

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Content Classes - Collections of Elements

Describe:Web Forms

XSDs

Database schemas

Content Types

etc…

Inherit from above

Content Classes inherit elements from their parents

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Content Classes

• Add/Modify/Delete

• Add Elements

• Remove Elements

• View as XSD/XML/XDR

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Vocabularies

Describes a conceptual domainGeography – color – keywords – video formats - etc

Collection of terms and relationships between the terms.

Supports most ANSI z39.5 features

Supports full localization

Extensible term relationship types Can be built of the three standard relationship types

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Vocabularies – Creation

Vocabulary Properties describe the vocabulary itself, not the terms within the vocabulary.

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Vocabulary – Terms

• Terms are entities unto themselves – may live in multiple vocabularies

• Have their own properties• May be localized• Are created in the context of a vocabulary• Inbound and outbound relationships

States

Oregon Washington

Origination Origination

Destination Destination

Term Relationship

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Building a Vocabulary

• Add a new term to the root term

• Add an existing term

• Drag and drop a term from a different vocabulary

• Create a polyhierarchy

• Delete a term

• -----------------

• Add an Entry (synonym term)

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The Whole Shootin’ Match…

Term

Term

Vocabulary

VocabularyView

ElementType

Content Class

ElementType

Content Class

Inheritance

Embedding

Figure 1. SchemaLogic Impact Analysis Chain

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Questions

• Add/Modify/Delete– Elements

• Data types• Vocabulary elements

– Vocabularies– Vocabulary terms– Content Classes

• Add and Remove elements