1. Solicitation No. FA5215-04-R-0007 GPO Transformation with Smart Data Michael C. Daconta Vice President, Enterprise Data Management mdaconta@oberonassociates.com May 11, 2006

2. © 2006 Oberon Associates, Inc. 2 Experience  Former Program Manager, DHS Metadata Center of Excellence – EDM Strategy and Maturity Model – Metadata Registry/Repository – FEA DRM – NIEM  Current Experience – TSA Data Management Support – Axiom Pub/Sub Info Sharing Network – Biometrics Data Warehouse and Multi-modal Biometric Watchlist  Upcoming GCN Op/Ed on Information Sharing – “What is the Face of Information Sharing?”  New Blog: practical-metadata.blogspot.com

3. © 2006 Oberon Associates, Inc. 3 Agenda  The Problem: Info Lifecycle Reinvention Revolution  The Objective: Real-Time Relevance  The Solution: Smart Data – A Copernican Shift  Smart Data Continuum – In Depth – XML – Taxonomies & Mixed Vocabularies – Ontologies and Rules  Where do you Start? – Semantic Bootstrapping – Interrogatives (Focus) – Data Reference Model  FEA DRM – Metadata and Benefits  Conclusion

4. © 2006 Oberon Associates, Inc. 4 The Problem  The World is changing Rapidly … But How Rapidly???  More than just the paper-to-digital transformation … aka “digitization” – Think a Complete Information Lifecycle Reinvention  Beware – Strategic Vision may not be viable beyond 5 years without understanding the ramifications of this Information Lifecycle Reinvention – Precedent: Task Process Exploit Disseminate (TPED) versus Task Post Process Use (TPPU) – Highly Collaborative and Centralized Authoring (examine your kid’s tech habits) – Raw Production (voice-to-text-to-publish) – Cradle-to-Grave Real-Time-Relevance – Hyper Granularity and Fidelity  Don’t think Documents, think Media-Rich, Connected Statements

5. © 2006 Oberon Associates, Inc. 5 The Objective…  Strategic Goal – Real-time Relevance: “The Right Information to the Right Person at the Right Time” User Context & Requirements Relevance Content & Services What the User Needs RIGHT NOW! What we mean by “Right” What you have available? Do you know your users? Can you calculate this in real-time? How much of what you have do you actively manage?

6. © 2006 Oberon Associates, Inc. 6 The Solution … The trend is to put the “smarts” in the data, not in the applications. XML Ontology and Automated Reasoning XML Taxonomies and Documents with Mixed Vocabularies XML Documents Using Single Vocabularies Text Documents and Database Records “Point to Point Interfaces must DIE” “The Smart Data Continuum” -Daconta, Obrst, Smith

7. © 2006 Oberon Associates, Inc. 7 Apps Data We had it all wrong… In the beginning… This shift (of Copernican proportion) will create an “Information Network Effect” Apps Paradigm Shift…

8. © 2006 Oberon Associates, Inc. 8 SDC Level 1: XML  Simple Value Proposition! – Unify documents and data – Application independence – Model-View-Controller on the Web (AJAX)  More than just a container! – Strategic technology – Fueling Web Services – Opportunity for Rules on Content  Family of Supporting Standards… – Addressing, Query – Transforms, XForms, – Encryption, Signature, etc.  Recommendation: – XSD and RDF Compliance (i.e. DDMS) John Doe 5 ' 10 " 170

9. © 2006 Oberon Associates, Inc. 9 SDC Level 2: Formal Taxonomies  Formal Node Definition – Collection, Class, Instance  Formal Link Definition – partOf, subclassOf, instanceOf  FEA DRM and Pub/Sub Networks – Semandex and the Spawar Axiom Network Car Sports CarSedanSUV CorvetteMustang Car Engine Wheel TransmissionCarburetor * Article at http://www.xml.com/pub/a/2005/01/26/formtax.html

10. © 2006 Oberon Associates, Inc. 10 SDC Level 2: Mixed Vocabularies  Mixed Vocabularies – Namespaces – URNs versus URIs – Recommendation: URIs – Why? Semantic Chains  Even Fragments Require Identifiers – Globally Unique – Semantic versus Opaque – Retrievable – Authoritative – Class versus Instance

11. © 2006 Oberon Associates, Inc. 11 SDC Level 3: Ontologies and Rules Data and logic are the yin and yang of information processing  Two given relations and one inferred relation (uncleOf) Person A Person B Person C siblingOf uncleOf Rules if (C.gender == “male” AND C == childOf(A)) then C = sonOf(A); if (B.gender == “male” AND B == siblingOf(A)) then B == brotherOf(A); if (C == sonOf(A) AND B == brotherOf(A)) then B = uncleOf(C); childOf Killer App Watch: The W3C Rule Interchange Format

12. © 2006 Oberon Associates, Inc. 12 Where do you Start? (1) Shared Identity (Naming & Addressing) Shared Metamodels (Domain & System) Shared Business Logic (Services & Rules) Shared Transactions (Containers & Context) Targeted Semantics (Definitions & Scope) “Semantic Bootstrapping”

13. © 2006 Oberon Associates, Inc. 13 Where do you Start? (2)  Interrogative search and Focus! – WHO  SUCCESS (narrow) – Biometrics/watchlists – BAT/BIR and TWPDES – Person-centric KM – WHERE  SUCCESS (narrow) – Google maps and mashups – WHEN  Moderate Success (broad) – Opportunity - calendars – Opportunity – event – WHAT  Limited Success (very broad) – Taxonomy, folksonomy, RSS – WHY  NEW – Activity-based search (TAP) – Opportunity: pragmatics and unobtrusive assistance  Opportunity: Integration of the above…

14. © 2006 Oberon Associates, Inc. 14 Where do you start? (3) - FEA DRM  What is the FEA DRM? – One of Five Inter-related Reference Models – A reference model that sets the requirements for federal agency data architectures to promote interagency information sharing.  DRM 2.0 Released by OMB – http://www.whitehouse.gov/om b/egov/documents/DRM_2_0_ Final.pdf http://www.whitehouse.gov/om b/egov/documents/DRM_2_0_ Final.pdf  Policy mandates its use across the federal government.

15. © 2006 Oberon Associates, Inc. 15 Metadata and the DRM  What is Metadata? – Needs to be Redefined – “Data about Data” Considered Harmful – Strawman Definition: ● Metadata – an external description of a distinct data resource to provide context, metrics or amplification. ● Discuss at practical-metadata.blogspot.com  The DRM represents Metadata on an Organization’s Data Architecture

16. © 2006 Oberon Associates, Inc. 16 DRM Architectural Pattern (Simplified) From Expanding Egovernment – Report to Congress

17. © 2006 Oberon Associates, Inc. 17 DRM Architectural Pattern (1)

18. © 2006 Oberon Associates, Inc. 18 FEA DRM Benefits Cross-SectionsPerspectives, Time-savings, Insights Drill-DownsInteroperability, Authority, Summarization CoveragesExposure, Quality, Metadata

19. © 2006 Oberon Associates, Inc. 19 Conclusion  As We May Think1… – “Our ineptitude in getting at the record is largely caused by the artificiality of systems of indexing. … The human mind does not work that way. It operates by association. … Selection by association, rather than indexing, may yet be mechanized.” - Vannevar Bush, 1945  The GPO has an unprecedented opportunity – Understanding the forthcoming Information Lifecycle Reinvention and the Smart Data Solution will enable a successful transformation! 1 © Vannevar Bush © Ocean Cruise Guides A journey of a thousand miles begins with a single step. - Lao-Tzu All Aboard!!