DAMA INTERNATIONAL SYMPOSIUM & WILSHIRE META-DATA CONFERENCE
April 27-May 1, 2003 - Renaissance Hotel, Orlando, Florida
SPECIAL INTEREST GROUPS (SIGS)
and USER GROUP MEETINGS
Last updated December 27, 2002. Subject to change.


Tuesday, April 29, 2003
7:15 am – 8:15 am

Square Pegs in Round Holes? Managing XML Objects in an ISO/IEC 11179 Metadata Registry

Larry Fitzwater
Member of the Data Standards Branch
U.S. Environmental Protection Agency (EPA)


Like data element metadata, XML objects have many management requirements best met
through registry implementations. This presentation identifies commonalities between data element metadata and XML objects, and provides attendees with insights into how the EPA is exploring expansion of the 11179 MetaModel to accommodate XML schema, namespaces, and tags. It features examples of how XML tags are stored in the classification scheme region of the existing model and looks into the relationship between schema, tags, and namespaces, and additional classification scheme linkages. In addition to presenting a business case for the partnership of 11179 and XLM objects, the presentation identifies future considerations to the 11179 MetaModel. This presentation will be of interest to anyone tracking emerging XML issues and interested in registry management solutions.

Larry Fitzwater has been employed for over 30 years with the U.S. Government. He is a senior member of the Environmental Protection Agency's Office of Environmental Information Data Standards Program. For over 5 years he has been dedicated to establishing an Agency data standards program and developing and populating a metadata registry system. He is active in the international metadata community and is committed to presenting the benefits of developing metadata strategies to federal agencies. Mr. Fitzwater is currently convener to the ISO/IEC Joint Technical Committee 1, Sub-Committee 32, Working Group 2 that addresses current and evolving metadata issues.


Creating a Data Repository with DB2/UDB XML Extender

Dean Hein
Database Administrator
WEA Trust


The speaker will explain what DB2/UDB XML Extender is and how it is used to store XML documents in solving their business problem. He has used both the Collections and Columns options that are available with DB2/UDB XML Extender. They SHRED (using the Collection Option) their XML documents into DB2 tables and perform regular SQL on these tables to get the data needed. He will also present the data models that were built.

Have managed data for several corporations since 1979 in retail, utilities, insurance and government industries, either in a Database Administrator or Data Adminsitration capacity. I am a member of the Data Management Association (DAMA) and have held serveral officer positions over the years. I have extensive experience in different methodologies and databases, including DB2/UDB 400 & MVS, Oracle and SQL Server.


XML Standards for the Banking and Brokerage Industries

Denis Kosar
Vice President Data Architecture
Citigroup Corporate and Investment Bank

Ho-Chun Ho
HoTech Corporation


This panel will explore the current issues around XML in the banking and brokerage. Is it being used as much as initially thought? What are some of the challenges around using it? What tools are available and what is it being used for? What best practices have been developed. What is the future of XML and will it survive?

Denis Kosar has been a leader in data management and data architecture for over 20 years. He has held executive positions in data architecture at Chase Manhattan Bank, Prudential Healthcare and now at Citigroup, where he is Vice President for Global Data Architecture. As a data management executive Denis plays a leading role in the advancement of data architecture both in the corporate world and the private sector. To build awareness of and enthusiasm for the return on investment in sound data architecture, he has involved data management executives from across the financial industry and around the world in technical and financial forums. Denis is an educator and writer on data related topics. He has presented papers at numerous seminars and conferences. Some examples include: "Data Warehousing, Practical Advice from the Experts", Prentice Hall 1997 (contributor) "Data Quality in the Healthcare Industry", a paper presented at MIT's Total Data Quality Management Program's 1999 Information Quality Conference.


Wednesday, April 30, 2003
7:15 am – 8:15 am

PANEL: Marketing and Selling Data Management

Danette McGilvray
Enterprise Information Quality Program Manager
Agilent Technologies

Todd Stephens
Director
BellSouth

Richard Hecht
President
DATA Architects Technicians Analysts, Inc.


Whether you wait until asked or proactively position data management’s value, at some point, you need to SELL the idea of managing data. But because most data managers are "technicians," not marketing experts, you’re probably going to need some help. This presentation provides ideas for promoting data management (and yourself) within your organization.

You need strategies for capturing attention, as well as demonstrating value. You need to be smart about the how, what, where, when and why of your marketing message, so that you present a consistent, positive impression (without wearing out your welcome). Armed with a few good tactics, you can significantly improve your ability to sell to both management (the buyers) and project teams (the users) and contribute to your organization’s survival and success.


Danette McGilvray: As the enterprise information quality program manager, Ms. McGilvray leads a program that helps Agilent institute best practices for managing information quality on an enterprise-wide basis. She has been involved with a large-scale data migration project at Agilent and is now focusing efforts on information quality in the ERP production environment. She consults with and leads project teams and speaks frequently at industry conferences. She was featured in a PC Week article about data quality and some of her program's best practices are highlighted in Larry English's book “Improving Data Warehouse and Business Information Quality. Her experience includes information resource management, direct marketing, and electronic data interchange.

Todd Stephens is the Director of the Metadata Services Group for the BellSouth Corporation, an Atlanta-based telecommunications organization serving over 37 million customers in 20 countries. Todd has served as the director since 1999 and is responsible for setting the corporate strategy and architecture for the development and implementation of the Enterprise Metadata Repositories, which include database metadata, data transformation, component, XML, content, documentation, web services, messaging, metrics, interfaces, and the Enterprise Information Portal using XML technologies. For the past 18 years, Todd has worked in the Information Technology field including leadership positions at BellSouth, Coca-Cola, Georgia-Pacific and Cingular Wireless. Todd holds degrees received in 1986 in Mathematics and Computer Science from Columbus State University, and he earned an MBA degree from Georgia State University in Atlanta, GA., in 1990. Currently, Todd is pursuing his Ph.D. in Information Systems at Nova Southeastern University. The majority of his research is focused on Metadata Reuse, Semantic Zooming, Trust Usability and Repository Frameworks. On this, he has been awarded five U.S. pending patents in the field of Metadata.

Richard A. Hecht is President of Data Architects Technicians Analysts, Inc., a consulting firm providing Enterprise Architecture, Planning, and Modeling services and training. He was a Price Waterhouse senior manager before starting his own firm in 1992. He has 25 years of experience with over 30 companies in 16 different industries including financial, government, defense, healthcare, manufacturing, insurance, and transportation. Rich has made presentations at DAMA, IBM Share and other conferences, taught numerous classes and seminars on development methodologies, project management and strategic planning, lectured at universities, and served on an international committee for the development of data modeling and analysis methods.


Its Not Just Arts and Crafts: Quality Assurance for Data Models

Ralph Mohr
Director
Covansys


What determines the quality of logical, physical and dimensional data models? Often quality assurance is limited to a few simple basics: do entities have attributes, are definitions given and are consistent naming standards used? This approach leads to models that fail to meet an organization’s data requirements or to supply the flexibility required to meet growing data requirements. The result, the loss of credibility of data modeling and large cumbersome data models that are seldom used or become shelf ware.

This presentation discusses an organized methodical approach to ensure that when creating a new data model or enhancing an existing data model the results will yield a quality data model. Through real life examples the following issues are discussed:

  • Matching the data model to requirements
  • Determining quality definitions
  • Ensuring flexibility to support a rapidly changing business world
  • Testing the data model
  • Involving the stakeholders

Mr. Mohr specializes in data warehousing with an emphasis in data architecture and data quality. He has been involved in a variety of projects ranging from small data marts to multi-terabyte data warehouses. Mr. Mohr's data modeling experience has been in Finance, Insurance, Retail and Welfare. He serves as a Data Modeler assisting in the development of an Enterprise Data Model for a large manufacturing company. Mr. Mohr has been the Data Architect for the Victoria's Secret and has assisted The Limited in developing corporate modeling standards and model management strategy. He is a member of Data Management Association (DAMA) and one of the founding officers of the Central Ohio Chapter and a member of The Data Warehousing Institute (TDWI). Ralph has a list of National speaking engagements which include the Wilshire Metadata Conference and DAMA International Symposium in San Antonio Texas in April of 2002.


Wednesday, April 30, 2003
5:30 pm – 6:30 pm

PASS Meeting


Wednesday, April 30, 2003
5:30 pm – 6:30 pm

The Role of the Data Management Professional in Developing Business Process Strategy and Metrics

Bruce Hart
Managing Principal
Process Economics

In the early stages of a strategic process improvement (SPI) project, management establishes business process strategy (which competitive dimensions to improve), actionalble metrics (what will be measured), and targets (the levels of performance). Typcially alternative strategic scenarios are developed and validated using simulation. This development of process strategy and metrics creates an opportunity for the data management professional to work in partnership with key decision-makers. It is during this important phase that data requirements for the "dashboard", decision-support system, or data warehouse are first defined, and a where a dimensional model and prototype would be quite useful. This session provides an overview of how to develop process strategy and metrics, demonstrates a process simulation, and discusses the transition to dimensional modeling and prototyping.

Bruce is a twenty-year veteran of strategy and operations consulting. He has conducted a wide range of strategic process change initiatives for both industry and government, and delivers seminars on a variety of related issues. Prior to joining Process Economics, Bruce was a Research Scientist with Battelle Memorial Institute, served on the faculty of The Ohio State University and was an analyst with the socioeconomic policy research center, CHRR. Bruce also held senior management positions with several market-leading technology companies. Mr. Hart's undergraduate work is in Computer Science and his graduate in Public Policy and Management.


PANEL: Current Work of the Business Rules Group on Standards

 
Ronald G. Ross
Donald Chapin
Warren Selkow
John Zachman
Cheryl Estep

Members of the Business Rules Group (BRG), a standards body organized in the late 1980s, will hold an open question-and-answer discussion on business rules and related standards. Highlighted will be the BRG's recent publication of the Business Rules Manifesto, and BRG's joint activity with OMG's Business Rules Working Group (BRWG) and its RFI for business rules. In addition, the panel will discuss its current work on structuring business semantics and vocabularies, and how that work relates to declarative rules and data models. The panel will also give an update on the BRG's landmark 2000 paper on developing business strategy and the role business rules should play in that. Finally, the panel will comment on how all of the BRG's work relates to the Zachman Architecture Framework.


“AllFusion ERwin Data Modeler 4.x” – Tips, Tricks & Suggestions

Marcie Barkin Goodwin
President & CEO
Axis Software Designs


“If you obey all the rules, you miss all the fun.” — Katherine Hepburn

This SIG will focus on a discussion of CA’s AllFusion ERwin – its functionality as well as tips, tricks and suggestions to enhance the tool’s productivity. This SIG should elicit personal experiences of tips and shortcuts, as well as ‘Don’t Dos!’ from the audience. Come to learn, and come to share.

Marcie Barkin Goodwin is the President/CEO of Axis software designs, a software training and consulting company specializing in CASE environments, their infrastructures, and the fostering of communication to ensure successful projects. She has provided Axis training and consulting services to Fortune 500 companies as well as to the government for over 10 years. Ms. Goodwin has assisted her corporate clients in the development of efficient development infrastructures across a wide variety of industries. Her consulting expertise includes the creation of customized standards, procedures and best practices for the management of iterative development and shared data. Her quick wit, engaging personality, and vast ‘hands-on’ experience makes her a charismatic and highly entertaining, as well as informative speaker.


DAMA Members-at-Large Open Meeting

Linda Kresl
Vice President of Member Services
DAMA International


This meeting is being organized as an opportunity for Members-at-Large to meet, greet one another, form community and discuss the formation of a virtual chapter. Members-at-Large are individuals or organizations that desire to be members of DAMA but cannot join a local/regional chapter for practical reasons. Members-at-large have the same rights and responsibilities of local/regional chapter members. This meeting is also open to all conference participants who are interested in becoming DAMA International Members-at-Large.

Forming a virtual chapter would give us the opportunity to offer:

  • Online registration using something like PayPal
  • Chapter Board Officers * President, WebMaster, Treasurer, etc.
  • A website for Members at Large only with chat services, knowledge transfer, any sort of content we desire
  • Our DAMA dues would go into our own treasury to sponsor events for members at large to attend. Establish a meeting at the Symposium and maybe another in-person meeting during the year at the location of our choice.

If you would be interested in learning more about Membership-at-Large, sharing knowledge, volunteering for a board position or offering your assistance with the forming of the chapter, please attend this meeting.


Why Meta Data Management is Pivotal to Enterprise Data Security

David Schlesinger
Enterprise Data Access Security Manager
Intel Corporation


As Data Administrators work to decrease data entropy among a multitude of disparate systems, programmers are creating stand-alone solutions to meet deadlines. Corporate auditors develop policies to protect data and obey laws, and security teams work to keep systems secure from outsiders without knowing how workers get their accesses.
These separate interests, apparently at odds, can work together to drive better data management, protect sensitive information, and automate security tasks now done slowly, manually and poorly. Meta Data Driven Access Control provides an infrastructure-based data security capability to leverage the power of meta data for information security and defining the data flowing through the enterprise.

David Schlesinger has 16 years experience in technology communications, and 7 years experience in Information Systems quality methodology (ISO-9000 and SEI-CMM). Using a systemic approach, he developed a meta data -content driven security management system that is being used at Intel Corporation. He has a Masters in Organizational Management from The University of Phoenix. He is a member of DAMA as well as the Information Systems Security Association (ISSA) uniting his interest in Data Management and Information Technology Security.


Mapping data between XML and RDBMs

Denise Draper
Chief Technology Officer
Nimble Technology


This talk will explore different methods for mapping between relational and XML data models. The basic techniques, including those used by database vendors and third-party products, will be introduced and compared. The focus will be on fundamental issues that arise when mapping, such as handling of data types, identity, order, nulls, and mixed text. We will examine the ways in which XML data can be used, such as publication versus modification of XML data, and see how that impacts the choice of mapping.


Denise Draper:
Prior to joining Nimble Technology in June 1999 as Chief Software Architect, Denise Draper was part of the research staff at Rockwell's Palo Alto Research Lab, a highly respected artificial intelligence (AI) research group. She quickly advanced to become the lead researcher and program manager for several research projects with the Air Force and Boeing, with a total funding of several million dollars. Her interest in XML began with an in-house XML application in the area of Natural Language Processing. She earned her B.S. degree in Engineering from Caltech, followed by a Ph.D. in Computer Science from the University of Washington in 1995, working in the area of artificial intelligence. Ms. Draper has published a number of papers in several areas of AI, has served on the review boards of all the major AI conferences, and serves on the XML Query Working Group of the W3C (World Wide Web Consortium).


Embarcadero User SIG

Karen López
Principal Consultant
InfoAdvisors, Inc.


This SIG provides current and potential users of Embarcadero products (including ER/Studio, DBArtisan, Describe, and DT/Studio) a chance to share their experiences. Topics may include:

  • ER/Studio and Repository
  • Best practices, tips and tricks
  • Migration
  • Integration with other products
  • Macros and other customizations
  • Supporting data management intranets
  • Product futures and wish lists

Karen López is a principal consultant at InfoAdvisors, Inc., a Toronto-based consulting firm. She has 16 years of experience working with modelling tools on large, multi-project programs. She also moderates several IRM-related discussion groups, including several on leading modelling tools.


ARUG Meeting – The Advantage Repository User Group
Leader: Marie Roemer, ARUG President

ARUG invites Advantage Repository users, friends and interested parties to this meeting to hear the latest news about the CA Repository, our user group and network with fellow users. The major topics being discussed at this meeting include:

  • An update on the 2002 product requirements process including CA's response to the requirements
  • An overview of CA World 2003 with emphasis on the metadata track and ARUG events
  • A tour of the new ARUG web Site
  • A discussion on ARUG membership and dues.

The meeting provides participants time for an open forum to discuss their concerns and share their experiences. Representatives from CA will most likely be on hand to answer questions. This is an excellent opportunity to see how ARUG can help you leverage your company's investment in the CA Repository.


The ASG User Group
Thursday, May 1, 2:00 - 5:00 p.m.
Friday, May 2, 8:00 a.m. - 2:30 p.m.

ASG will be hosting the 2003 North America Rochade User Group (NARUG) meeting immediately following the DAMA International Symposium. The focus of this year's user group meeting will be on sharing best practices and lessons learned from successful implementations. Many businesses have found creative ways of implementing Rochade to meet the business needs of their companies. The agenda will include user presentations describing the vision, goals, and challenges in implementing three distinctly different types of solutions with Rochade. Users will lead presentations, Q&A, and whiteboard sessions aimed at sharing knowledge and helping others leverage their experiences. The agenda will also include an update from ASG on the direction of Rochade and the upcoming releases aimed to achieve it.