1. Metadata Strategy Case Study Bill Rosenblatt GiantSteps Media Technology Strategies billr@giantstepsmts.com (212) 956 1045 www.giantstepsmts.com

2. http://gilbane.com 2 - ©2007 Gilbane Group, Inc. National News Network Headquarters in Washington, DC Major satellite facilities in NYC, LA Many affiliates nationwide Heavily trafficked website Syndication of content to third parties

3. http://gilbane.com 3 - ©2007 Gilbane Group, Inc. Initial State Disparate divisions News Audio Engineering Online Editorial Library Music Disparate content systems News assignment tracking system Legacy audio production system Program rundowns CMS for website (custom built) Legacy text library system Transcript generation process Music library system

4. http://gilbane.com 4 - ©2007 Gilbane Group, Inc. Desired Business Benefits Timely and flexible use of content across multiple platforms, including future extensions Better availability of preexisting content for new products Integration of multiple archive systems More efficient use of scarce resources Ability to establish and exploit valuable content rights Reduction of legal exposure Improvement of content relationships with affiliates and other business partners

5. http://gilbane.com 5 - ©2007 Gilbane Group, Inc. Vision Integrated content infrastructure Feeds between systems Visibility & accessibility of content across systems Standard interfaces for easier extensibility to new platforms, media types, distribution channels, etc. Standards for metadata and identifiers Consistency Managed evolution Improved workflows Skill sets deployed where most necessary Increased automation where it makes sense Decreased duplication of effort

6. http://gilbane.com 6 - ©2007 Gilbane Group, Inc. Major Themes Content Infrastructure Enterprise Content Integration Replacement of legacy system Automated metadata creation Multimedia archiving Metadata creation Workflow Skill acquisition/realignment Content policies Metadata Access Archiving

7. http://gilbane.com 7 - ©2007 Gilbane Group, Inc. Automated Metadata Creation CAI (computer-aided indexing) Menu-driven human interfaces Not necessarily 100% automated! Investigation of CAI solutions for news content Integration with existing workflow, production, and content management systems

8. Metadata Creation

9. http://gilbane.com 9 - ©2007 Gilbane Group, Inc. Information Changes Complete required metadata for viable raw content (e.g. interview, press conference, newscast) Coordination of text/audio/image content and archiving Cataloging of Online-originated content in archive Links between raw content and produced/published content Content usage tracking Inbound and outbound rights data/pointers Only one current rundown and transcript for any item at any time

10. http://gilbane.com 10 - ©2007 Gilbane Group, Inc. Process Changes Generation of metadata as early as feasible Metadata QC function at point of content origin Metadata catalog access at all editorial and library locations Content updates immediately reflected in metadata and catalog Initial rundown available globally; updates immediately apply globally Automated initial transcript available globally; updates apply globally when available Automated keyword generation for initial transcript

11. http://gilbane.com 11 - ©2007 Gilbane Group, Inc. Organization Changes Metadata/identifier expertise moved to the point of information creation Change or update of content requires corresponding metadata update Metadata/taxonomy expertise QC and training by Library Metadata experts report to editorial content units, dotted line to Library High-traffic content creation units (e.g. online, newsdesk) may require initial load balancing via personnel transfers from Library Net staffing headcount changes probably negligible, but skillset changes will be extensive

12. Information Policies

13. http://gilbane.com 13 - ©2007 Gilbane Group, Inc. Information Policies Enterprise-wide decision-making body Act as central interface with Business Development, Finance, Legal, etc., for information and policy issues Determine and maintain standards for: Content identifiers Metadata – system specific and cross-system Metadata values & taxonomies Metadata creation processes & tasks Archiving Access and permissions Set up mechanisms for education and policy enforcement

14. http://gilbane.com 14 - ©2007 Gilbane Group, Inc. Information Policy Committee Chair: Library Director Members from: News Audio Engineering Online Music IT

15. http://gilbane.com 15 - ©2007 Gilbane Group, Inc. Example Policy Decisions Identifiers: Finest grain of content to be identified? How globally unique identifiers constructed, assigned, and tracked Metadata: What metadata elements created and collected across the enterprise? At which process steps? By whom? Which metadata elements will be available enterprise-wide to search and browse for content? What metadata elements will be required vs. optional? Standard taxonomy for descriptive keywords? Follow metadata standards (e.g., IPTC keyword taxonomy, NewsML, Dublin Core, DOI)? How will content rights metadata be defined and captured?

16. http://gilbane.com 16 - ©2007 Gilbane Group, Inc. Example Policy Decisions Structure and Relationships: Structures for representing content relationships? Types of relationships among content items (e.g., raw content of, format conversion of, segment of)? Archiving: What state should content be in to be ready to be archived? File formats to be used for archiving? Rules for determining must-archive vs. nice-to- archive? Rules automatable? Access and Permissions: Who can access what types of content, on what systems? Under what conditions (e.g., metadata values)?