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The Fundamentals of Metadata Modeling

Topics:
Content Management

Metadata models are a crucial aspect in digital content management. They help to support content interoperability, streamline workflow and enhance digital content strategies.

What is Metadata Modeling?

Solomon started the session with an overview of metadata’s foundational role in content strategy, describing it as the essential “glue” that supports the interoperability of systems. Nowadays, organizations face an increased demand for content reuse and adaptability, making a well-defined metadata strategy especially valuable. 
Metadata is important, because it helps enable easier content manipulation, ensuring that assets remain usable and relevant across various platforms. Central to Solomon’s lecture was the structure of a content metadata model. She explained that a comprehensive model documents all content types within a project, detailing each type’s attributes and how they relate to one another. Solomon broke down the metadata model into three core components:

1. The Assembly Model: Documents how content elements are assembled to form digital assets like web pages, supporting consistent presentation across channels.
2. Content Types: Distinguishes unique configurations, making sure different types of content are accurately represented and managed within the system.
3. Content Attributes: Defines metadata elements for each content type, streamlining their presentation and usability in different contexts.

How to develop a Content Metadata Model

Building on these principles, Solomon introduced a step-by-step guide to developing a content metadata model:

  • Gathering Requirements: This initial phase involves gathering input from business users, IT stakeholders and organizational leaders. By aligning terminology and identifying common elements, organizations can create a metadata language that supports company-wide goals.
  • Identifying Common Elements and Governance Rules: Solomon emphasized consolidating terms used differently across departments and defining governance rules to maintain consistency. Examples include setting 
    character limits for fields or establishing date formats.
  • Controlled Vocabularies: Implementing controlled vocabularies, like dropdown lists or selection dialogs, helps standardize data entries, ensuring metadata remains accurate and searchable.

These steps culminate in a draft metadata model, ready for testing and refinement. Following the initial draft, Solomon introduced synchronization, a critical process for maintaining metadata consistent across different systems. The “metadata crosswalk,” a mapping technique, identifies common metadata elements across systems. By aligning metadata across platforms, organizations can avoid duplication and ensure a well-structured content management structure. This approach improves cross-departmental workflows and enhances discoverability.

People, Processes and Governance in Metadata Management

A successful metadata model relies on more than just technical steps: it requires the right people and processes. Solomon stressed the need for clear workflows, highlighting how metadata is applied, updated and governed. Training and communication are crucial to solidify these responsibilities within daily operations, allowing teams to maintain and evolve the model as organizational needs change. 

Solomon concluded with a reminder that metadata models must be adaptable. Iteration is key—models should be tested with real-world content scenarios to identify areas for improvement before deployment. This iterative approach allows continuous refinement, to make sure the model remains functional and is aligned with business goals. As Solomon put it, “No model survives first contact with real content,” further cementing the need for ongoing evaluation and adaptation.

Madi Weland Solomon’s  approach underscores the importance of a collaborative, iterative process in building metadata models that support content interoperability, streamline workflow and enhance digital content strategies.

Where to go from here #

https://www.contentstrategy.at/lecture-reports/how-to-create-a-metadata-model-a-guide?x-craft-preview=zz81MQpddQ&token=Y7VbTFl4miSfj8Od6oORLvapKzGrPkJn

References #

Baca, M., & Getty Research Institute (Hrsg.). (2016). Introduction to metadata (Third edition). The Getty Research Institute.

Diamond, D. (2016). Metadata for content management: Designing taxonomy, metadata, policy and workflow to make digital content systems better for users (CreateSpace edition (v1.1)). CreateSpace.

This article is written based on a full-day lecture on metadata modelling in November 2024 as part of the course "Metadata & Taxonomies" with Madi Weland Solomon.