Metadata for Content Management Table of Contents

Metadata for Content Management helps novice and experienced content managers better understand the design and use of metadata, taxonomy, policy and workflow for digital content systems.

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  • Intro
  • What Made the Content System so Bad?
  • Taxonomy, Metadata, Tags and Controlled Vocabularies
    • The Software System Perspective
      • The taxonomy tree
      • Field filters as controlled vocabularies
      • Tags
      • Metadata schema
      • Location vs. attributes
  • Content System Advantages
  • Taxonomy Design from Scratch
    • Envision Organization
    • Real-world Taxonomy Examples
    • Determine Your Terms
    • Determine the Scope of Your Terms
    • Outward from the Root
    • Inferred Meaning through Hierarchy
    • Diving Too Deep
    • Derived Controlled Vocabularies
  • Tag-test a Sample Collection
  • Metadata Field Considerations
    • Reverse-engineering the Search
    • Single vs. Multiple Metadata Field Schemas
    • Structured Data vs. Unstructured Data
      • Metadata consistency
      • Pre-localized values
      • Clearer reporting
      • Reliable data exchange
      • Data validation
      • Data updates
      • Unstructured data that adds details
    • Metadata Field Types
    • Mandatory Field Values
    • Field Schema Layering
    • Adopting a Metadata Standard
      • Layering metadata standards
      • Standards as a starting point for discussion
    • Embedding Metadata into Distributed Files
  • Define Some Policy
    • What Content Management Policy Looks Like
    • Adapting Existing Policy
    • Policy Reviews and Revisions
    • Policy Example Questions
      • Section: Use of Content
      • Section: Tagging
      • Section: Archived Content
    • Additional Policy Considerations
      • System Considerations
      • Adding Content
      • Editing Content
      • Deleting Content
      • Editing Taxonomies
      • Editing System Configuration
      • User Reports and Inquiries
  • The Value of Synonyms
    • Synonyms in Practice
    • Slippery Synonyms
  • Localization Considerations
    • The Need for True Multi-language Support
      • User interface language
      • Unintentional homonyms
      • Download options
    • Controlling the Localization Workflow
      • Localization policy
      • Localizing newly added content
      • Localization updates
      • Localization improvements
  • Workflow Metadata
    • Automated Workflows
    • Human vs. Machine
    • Automated Manual Workflows
    • Deriving Metadata Requirements
    • Common and Useful Workflows
      • The notification workflow
      • Review and approval workflows
      • Verifications of taxonomy assignments and metadata changes
      • User-flagged errors, updates or reports
    • Managing massive tagging projects
      • Auto-tagging
      • Adding human resources
      • Tagging in concentric circles
      • Launch plan for an incomplete system
  • Metadata and Taxonomy Reviews
  • Future Metadata
    • Asking Experts
    • Fuzzy Logic means Fuzzy Metadata
    • Making Metadata Intriguing
    • Multiple Metadata Profiles
    • The Value of SME Verification and Opinion
    • Everything becomes a Linked Object
    • Algorithms vs. Education
  • Summary
  • Thanks and Next Steps
  • About the Author

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