MindMap Gallery DAMA-CDGA Data Governance Engineer-9. Document and Content Management
File and content management refers to the management of the collection, storage, access and use of data and information stored outside of relational databases, focusing on maintaining the integrity of files and other unstructured or semi-structured information and making these Information can be accessed.
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Avatar 3 centers on the Sully family, showcasing the internal rift caused by the sacrifice of their eldest son, and their alliance with other tribes on Pandora against the external conflict of the Ashbringers, who adhere to the philosophy of fire and are allied with humans. It explores the grand themes of family, faith, and survival.
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9. File and content management
introduction
File and content management
Refers to the management of the collection, storage, access and use of data and information stored outside of relational databases
The focus is on maintaining the integrity of documents and other unstructured or semi-structured information and making this information accessible
business drivers
Key drivers include regulatory compliance requirements, litigation responsiveness and eDiscovery request capabilities, and business continuity requirements
Good records management can also help organizations become more efficient
Well-organized, coherent, and searchable websites based on effectively managed ontologies and other resources help increase customer and employee satisfaction
Laws and regulations require organizations to keep records of certain activities
Archives include paper documents and electronically stored information ESI
Good records management is necessary to maintain business continuity and also equips the organization with the ability to respond to litigation
E-discovery is the process of locating electronic records that may be used as evidence in legal proceedings
An organization's ability to respond to eDiscovery depends on how well it proactively manages archives such as emails and electronic documents, as well as raw application data and metadata
Increased efficiency is a driver for improved document management
Technological advances in document management help organizations streamline processes, manage workflows, eliminate repetitive manual tasks and enable collaboration
goals and principles
Target
Ensuring that unstructured data and information can be collected and used efficiently and at high speeds
Ensure integration capabilities between structured and unstructured data
Comply with legal obligations and meet customer expectations
in principle
Everyone in the organization has a role to play in protecting the future of the organization
Experts in archives and content processing should be fully involved in the development of systems and plans
File Management Principles
accountability principle
The organization should assign appropriate senior managers, adopt systems and processes to guide employees, and ensure the auditability of plans
integrity principle
Establish an information governance plan so that records and information created or managed by the organization are justified and have appropriate assurances of authenticity and reliability
protection principle
Establish an information governance plan to ensure reasonable protection of personal information or other information that needs to be protected
Follow the principles
Establish an information governance plan and comply with applicable laws, regulations and other binding institutional requirements of institutions and organizations
Available principles
The organization should ensure that its information is maintained in a timely, efficient and accurate manner
retention principle
The organization’s information should be retained for an appropriate period of time, taking into account the requirements of all operational, legal, regulatory and financial and all other relevant constraints
Disposal principle
The organization shall provide for secure and appropriate handling of information in accordance with its systems, applicable laws and regulations, and other binding institutional requirements
Transparency principle
The organization should document its systems, processes and activities, including its information governance plan, in a way that is understandable to staff and stakeholders
basic concept
content
Refers to data and information within a document, archive or website
Content management
definition
Includes processes, methods, and techniques for organizing, classifying, and structuring information resources so that they can be stored, published, and reused in a variety of ways
Content life cycle
dynamic
Make daily changes
static
Change rarely or occasionally
manage
formal management
Strict storage, management, auditing, retention and disposal
informal management
via interim updates
Enterprise content management
Content management is particularly important in websites and portals
When content management is done enterprise-wide, it is called Enterprise Content Management (ECM)
content metadata
Metadata is critical to managing unstructured data, whether it is content and files traditionally thought of, or what is now understood as “big data”
Content cannot be cataloged and organized without metadata
content modeling
definition
Is the process of converting logical content concepts into relational content types, attributes, and data types
level
product level
Will produce actual deliverables
component level
Further details on the elements that make up the information product model
Content distribution method
Push type
Pull type
interactive
controlled vocabulary
Overview
A controlled vocabulary is a defined list that is explicitly allowed to be used to index, categorize, index, sort, and retrieve data through browsing and searching.
Systematic organization of documents, archives and content requires controlled vocabularies
An example of a controlled vocabulary is the Dublin Core set of elements for publication classification
Controlled vocabularies constitute a type of reference data
Like other reference data, their values and definitions need to be managed to ensure completeness and currency.
Because they help explain and support the use of other data, they can also be considered metadata
Glossary management
It is the process of defining, sourcing, importing and maintaining any given vocabulary
glossary view
Is a subset of a controlled vocabulary that covers a limited range of topics within the controlled vocabulary area
Glossary views are necessary when the goal is to use a standard vocabulary that contains a large number of terms, but not all terms are relevant to the information the customer needs. For example, a view that only includes terms related to the Marketing business unit would not include terms related to Finance
Microcontrol Glossary
Glossary containing highly specialized terms not included in general glossaries
An example of a microcontrol vocabulary is a medical dictionary with subsets of medical subjects
term list
is just a list and does not describe the relationship between terms
select list
Usually hidden in applications
Terminology management
Includes details of how the term was originally defined and classified, began to be used by different systems, and is maintained thereafter
synonym ring
refers to a group of terms that have roughly the same meaning
Allow users who search for one of the terms to access content related to other terms in the term circle
The Synonym Ring Manual was developed for retrieval rather than indexing
Specification table
is a controlled vocabulary of descriptive terms designed to facilitate the retrieval of information within a specific field or scope
taxonomy
Classification schemes and tagging
Classification schemes are codes that represent controlled words
Thesaurus
Ontology
Describe classes (concepts), individuals (instances), attributes, relationships, and events
Document and archive management
document
An electronic or paper object that contains a description of a task, requirements for how and when a task or function should be performed, and a log of task performance and decisions.
file
Only some documents can be called archives
Can be used to prove that decisions made and actions taken are in compliance with procedures
Can be used as evidence of an organization’s business activities and regulatory compliance
File management
Includes processes, methods and techniques for controlling and organizing documents and archives throughout their life cycle
Includes storage, cataloging and control of electronic and paper documents
File management
is part of file management
Archives can be physical, electronic, files on websites, hardware, or mixed archives
Critical Archives Archives necessary to restore an organization's operations in the event of a disaster
Signing a file contributes to its integrity
Features
content
Content must be accurate, complete and true
background
Creator, date, and other descriptive information about the profile should be collected, organized, and maintained at the time the profile is created
timeliness
Profiles should be created immediately after an event, action or decision occurs
permanent
Once it becomes a file, its contents cannot be changed during the legal retention period of the file.
structure
The appearance and layout of dossier contents need to be clear and they should be recorded on the correct and correct forms and templates
Many archives exist in both electronic and paper formats
Records management requires organizations to know which copy (electronic or paper) is the official record copy in order to meet record retention obligations
Once one copy of the file is identified, the other copies can be safely destroyed
Digital asset management
It focuses on storing, tracking and using rich media files such as videos, logos, photos etc.
Data map
Is an inventory of all ESI data sources, applications and IT environments, including information such as application owners, custodians, relevant geographic locations and data types
eDiscovery
Discovery is a legal term that refers to the pre-trial phase of litigation in which the parties request information from each other in order to ascertain the facts of the case and understand the strength of each side's arguments.
information architecture
is a structure created for a body of information or content
components
controlled vocabulary
Taxonomies and Ontologies
metadata mapping
Search function specifications
Example
user flow
Information architecture and content policy together describe the "what", that is, what content will be managed in the system
The design phase describes “how” to implement a content management system
search engine
Is software that searches for information based on terms and retrieves websites whose content contains those terms
components
Proper search engine software
Crawler that roams the web
Storage that holds URLs
Keywords and text
Ranking rules
semantic model
It is a kind of knowledge modeling that describes a series of conceptual networks and the relationships between them.
Integrated into information systems, semantic models allow users to ask information questions in a non-technical way
composition
semantic object
is something represented in the model
semantic constraints
Represents association or association class models in UML that help identify patterns and trends and discover relationships between information that may appear unrelated
Semantic search
Focus on semantics and context rather than predetermined keywords
Semantic search engines can use artificial intelligence to identify query matches based on words and their context
The requirements of semantic search include figuring out what the user wants, which means thinking like the user
unstructured data
electronic format
Word processing files, email, social media, chat rooms, flat files, spreadsheets, XML files, transactional messages, reports, graphics, digital images, video, audio
Hard copy documents
Also contains a large amount of unstructured data
The basic principles of data management apply to both structured and unstructured data
Workflow
Content development should be managed through a workflow to ensure content is created on time and receives appropriate approvals
It should be automated through the use of a content management system (CMS) or other system rather than a manual process
Activity
Planning life cycle management
Plan file management
Develop a content strategy
Create a content management system
Define content information architecture
Implementation lifecycle management
Get archives and content
Manage version control
Backup and restore
Manage custody and disposal
Audit documents/archives
Publish and distribute content
Open access, search and retrieval
Distribute through acceptable channels
tool
Enterprise content management system
File management
A document management system is an application used to track and store electronic documents and electronic images of paper documents
Typically has storage, version control, security, metadata management, content indexing and retrieval capabilities
The file management system has a permission management module that allows administrators to manage access permissions based on file types and user credentials.
Electronic signatures ensure the identity of the document transmitter and the authenticity of the information
Digital asset management
Audio, video, music, digital photos
image processing system
Image and electronic files for capturing, converting and managing paper-based documents
Collection techniques include
scanning
light recognition
OCR
Intelligent character recognition
ICR
form processing
image
Vector
Use numerical formulas instead of individual color blocks
Great for creating graphics that often need to be resized
File formats include .EPS/.AI/.PDF
Raster (bitmap)
Use a fixed number of colored pixels to form a complete image
Resolution will be affected when resizing
File formats include .JPEG/.GIF/.PNG/.TIFF
DOC format of MS WORD
File management system
Must have automated storage and disposal, electronic evidence collection support and long-term archiving capabilities
Support vital archival procedures to retain business-critical archives
content management system
CMS is used to collect, organize, index and retrieve content, storing content as components or entire files while maintaining links between components
While a document management system can provide content management capabilities for the documents under its control, a content management system is inherently independent of where and how documents are stored.
CMS is responsible for managing the entire life cycle of content
Content and document workflow
Workflow tools support business processes, route content and files, assign work tasks, track status and create audit trails
Workflow supports review and approval of content before it is published
Collaboration tools
Blog, WIKI, RSS, etc.
Controlled vocabularies and metadata tables
Standard markup and interchange format
Extensible Representation Language XML
Provides a language for representing structured and unstructured data and information
more and more important
XML provides the functionality to integrate structured data into relational databases with unstructured data
Unstructured data can be stored in relational data management systems BLOG or XML files
XML can integrate structured data with unstructured data
XML can also be used to create enterprise or company portals, providing users with an access point to a variety of content.
XML identifies and marks unstructured data/content so that computer applications can understand and process them
A lightweight data exchange format JSON based on JavaScript language
Is an open, lightweight data exchange standard format
Its text format is language-independent and easy to parse, but is still an idiomatic way of using the C language family
JSON is becoming the preferred format for the Internet and NOSQL databases
As a replacement for XML, JSON is used to pass data between servers and web applications
Resource Description Framework RDF and World Wide Web Consortium W3C specifications
RDF describes resources in the form of subject (resource) - predicate (attribute name) - object (attribute value) expression or triplet
Schema.org
Make it easier for semantic search engines to search content and for web crawlers to match content to searches
electronic forensics technology
method
Litigation Response Manual
Litigation response data mapping
Implementation Guide
Readiness/Risk Assessment
Records Management Maturity
below par
developing
basic
positive
completed the change
eDiscovery Assessment
Organizational and cultural change
File and content governance
information governance architecture
explosion of information
Manage high-quality content
Metrics
File management
eDiscovery
Enterprise content management