troy delbridge, private healthcare australia, focus day, presentation at chief data & analytics...
TRANSCRIPT
![Page 1: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/1.jpg)
![Page 2: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/2.jpg)
Data Governance & Focus Day
Iden3fying the Specific Requirements for Meta Data Management to Support Your Data
Governance Ini3a3ve
Dr Troy Delbridge Independent ICT consultant (former Chief Data & Informa8on Officer at Private Healthcare Australia)
![Page 3: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/3.jpg)
What is ‘metadata’? • Metadata is data that describes or gives informa7on about other data. • It is informa7on about the contents and the context of your data is of
various types, e.g.; – Structural -‐ file format, size, media type. Books/documents -‐ pages, chapters,
tables of contents, indexes, glossaries, etc., – Descrip-ve -‐ describes an object for purposes of discovery and iden7fica7on -‐
such as author, 7tle, subject, etc., – Administra-ve/Technical/Opera-onal -‐ track how data is used -‐ encoding
and processed over 7me, a record of who and when they accessed data, a log of issues that exist with that data,
– Business -‐ what data actually means, and if it can be used in a par7cular business context -‐ not sta7c, as extending its use creates new meaning and rela7onships.(e.g. the rela7onship with reference data or the iden7ty of a master en7ty and its rela7onship to the current data.
• Some metadata is not about actual data, but is about analy7cal models and their components, visualiza7ons, and any assump7ons used.
![Page 4: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/4.jpg)
Defini7ons of Metadata
Adapted from Baca ed. (2008) – Intro’ to Metadata
![Page 5: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/5.jpg)
Examples • Documents, spreadsheets, mul7media, (videos, images, web-‐pages),
emails, voice calls/messages, databases, etc. – e.g. the ‘Proper7es’ tables of MS Office docs, Data(base) Dic7onaries, Glossaries,
etc. • In the pre-‐computer era -‐ book classifica7on and cataloguing systems;
– Dewey Decimal Classifica7on (1876), Lib. Of Congress (1897), etc. • Typically a glossary or data dic7onary for a database.
– These can oZen be just Excel spreadsheets or Word documents. • Electronic document &records management systems (EDRMS), XML
Schemas, etc.
• Mul7ple different metadata standards exist. – An good example in healthcare; METeOR (the metadata registry for health & welfare).
![Page 6: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/6.jpg)
Metadata entry table -‐ Word document
![Page 7: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/7.jpg)
METeOR metadata informa7on types
Source: AIHW 2016
![Page 8: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/8.jpg)
Why you need metadata • Organises your data into a structured catalogue. • Loca7on informa7on -‐ where it is loaded on IT system/s, as well as it is
physically (hard-‐stores, servers and media type/s). • Ability to access metadata records allows records to be filtered and
searched using relevant criteria to; – iden7fy resources, – bring similar resources together, – dis7nguish dissimilar resources.
• Supports archiving & preserva7on of resources, • Provides for consistency between users & aids analysis. • Provenance and ownership. • Is essen7al to obtain a comprehensive understanding of an organiza7on's
data/informa7on assets. • Cri7cal to fully leverage your data/informa7on assets effec7vely in
Analy7cs/BI, Repor7ng and Opera7ons (both business and IT).
![Page 9: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/9.jpg)
Ques7ons that should be asked about every dataset in use
Good data governance requires the following ques7ons be addressed: • Where does the data come from? • Is it the right data for its intended use? • Are you allowed to use the data, and if so, in what ways? • What other data choices could be made? • Was the data transformed, and if so, how? • Are there any quality problems? • Does everyone in your organisa7on understand the data in the same way?
If you have good metadata data you can answer most of these!
![Page 10: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/10.jpg)
Metadata in a Governance context Metadata should be a key part of your data governance program, as it provides a master record of the all the data resources in your organisa7on;
• Know what data your organisa7on is collec7ng, • Provenance – from where the data is being sourced, and by whom?
– Determine who is collec7ng it, who has actual ownership/responsibility for the data (there may more than one owner), and who are the end users of the data.
• Assess and document the quality of your data (down to field level), • Understanding the data life cycle and where it is used in your business processes, • Authorisa7ons/security – who can use it, in what contexts, and how it is secured, • Iden7fying links between business units – from collec7on, to use, to storage/archiving, and
disposal, • A means of recording reference data changes – e.g. data field changes, classifica7on changes,
etc. which can have a significant effect on business opera7ons and require business process and IT system modifica7ons.
![Page 11: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/11.jpg)
Where to start -‐ if star7ng from scratch • Will depend on the resources available and the size and nature of your
organisa7on's data assets; – Projects to implement whole of organisa7on metadata have been known to fail when
agempted as a large scale exercise requiring rapid comple7on, – A beger approach is to tackle it at the same 7me as IT and business improvement projects
are being undertaken – i.e. do it as part of the discovery and assessment phase in these projects,
– Requires that the data owners and the users be included, – Target priority business problems that require immediate agen7on from an IT/systems
perspec7ve – it may only be one or two small projects ini7ally. • Iden7fy all the data/informa7on sources relevant to a given problem – incl.
proposed IT system builds/upgrades, and business process improvements. – Record and asses the associated metadata for BAU, then analyse whether current the
process’s data, or other data, can support the goals of the project beger. • Expand your organisa7ons metadata coverage over 7me to obtain the eventual
end goal of having a holis7c understanding of all its data assets and how they are being used.
![Page 12: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/12.jpg)
In Summary Good metadata and its management will be cri7cal to the long term success for your data governance ini7a7ves. • Oversight of the metadata associated with all of your data assets will
make the tasks of data collec7on, maintenance, integra7on/linkage, access/sharing, analysis, and QA that much easier.
• You will have the ability to see how your data is being collected and used in your business processes.
• You will understand your business processes and opera7onal workflows beger, and it will aid you in improving business processes and developing more efficient workflows.
• Will know the quality (validity, accuracy) of your data and the poten7al for its reuse in other processes and in other business units.
• You will know who your custodians are – who collects it, who is using it and for what purposes.
• Allow beger integra7on into your Analy7cs/BI and Repor7ng.
![Page 13: Troy Delbridge, Private Healthcare Australia, Focus Day, Presentation at Chief Data & Analytics Officer Forum, Melbourne](https://reader031.vdocuments.site/reader031/viewer/2022021502/587ceab51a28ab564b8b5137/html5/thumbnails/13.jpg)
Dr Troy Delbridge E: [email protected] M: +61 0409 220 280
Some useful references on metadata Understanding Metadata, NISO (2004) (hgp://www.niso.org/publica7ons/press/UnderstandingMetadata.pdf) Introduc8on to Metadata, 3rd Edi8on (2016), The Ge]y Research Ins8tute -‐ hgp://www.gegy.edu/publica7ons/intrometadata/ OECD Glossary of Sta8s8cal Terms: “Metadata” (2005) via their web portal -‐ hgps://stats.oecd.org/glossary/detail.asp?ID=5136 METeOR (Metadata Online Registry), AIHW -‐ hgp://meteor.aihw.gov.au/content/index.phtml/itemId/181162