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Metadata and search course


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This is a learn-by-doing Web-based course that shows you how to use metadata to enhance and complement Web search. Using texts, examples, worksheets, and a Web-based Lab, you'll create a prototype metadata repository and learn how to integrate it with a metadata-aware search engine.

WHAT YOU WILL LEARN
At the end of the course, you should be able to:

  • create a metadata repository to enhance a full text search engine;
  • export an XML thesaurus file to allow users to expand or refine searches;
  • add a topic browse feature that uses rules to select and rank the best documents for a category;
  • configure search for both public and private collections;
  • decide how to manage document metadata.

WHO SHOULD TAKE THIS COURSE
This course is designed for Web site publishers, content owners, knowledge managers, technical writers, e-commerce managers, editors and others who want to learn how to enhance and complement the full text search function. We recommend an interdisciplinary team consisting of a taxonomist, IT professional, and web site publisher take the course together.

COURSE FORMAT
The course is conducted via teleconference, e-mail, and the Web. A face-to-face introduction is offered occasionally and can also be conducted on site.

TECHNICAL REQUIREMENTS
You'll need Internet access and a Web browser (e.g. Internet Explorer 4 or later, Netscape 5 or later). To get the most out of the Lab, we recommend that you have access to a metadata-aware search engine such as Ultraseek.

COURSE OUTLINE

Section 1: The role of search in a business context
How search can enhance (and undermine) productivity. Relationship of search and other navigation tools.
 
Section 2: Search architectures: pro and con
Comparison of different search functions, architectures, and metadata approaches at the enterprise, business unit, and desktop level.
 
Section 3: How to create and maintain metadata for the search function
How to create a controlled vocabulary, thesaurus, and topic hierarchy for use with search. How to use metadata, rules, and collections to customize the search engine.
 
Section 4: How to use metadata to enhance search
How to provide topic search, cross-references (thesaurus search), and A - Z index search. How to search both public and private (restricted) collections. How to use a metadata repository to search external collections (document archives, Web sites, and databases over which you have no editorial control).

LAB ACTIVITIES
The Lab lets you see how your own metadata will perform in a live search environment. For details see the Metadata & Search Exercises.


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The course requires you to select a project and gather Lab data for a real-world application. To save time, most data can be imported via worksheets. The instructor will help you select and define your project, assemble required data, and assist you in using a private, passworded work area in the Web-based Lab. Communication with the instructor is via phone and e-mail.

At the conclusion of the course, the instructor will help you identify lessons learned. Your Lab data can be exported as an Excel file. After exporting, it will be permanently deleted from our server unless you arrange for long term hosting. You have 60 days to complete the Lab portion of the course.


ABOUT THE INSTRUCTOR
Jean Graef is a "boundary spanner" with an interdisciplinary background as a manager, entrepreneur, librarian, programmer, and journalist. She has been developing and conducting seminars on cutting edge information topics since the early 1980's.

DATE & TIME
You can start the Web course at any time and proceed at your own pace. You do not have to wait for a class to form. Most people can complete the course in three to six months. To minimize the time commitment without compromising the educational experience, you can:

  • take the course as an interdisciplinary team;
  • narrow the scope of your Lab project;
  • extract data from existing corporate systems when possible;
  • submit Lab data on worksheets for importing instead of manually entering Lab data;
  • build on data structures created in previous Montague Institute courses.

INSTRUCTIONAL OPTIONS
This course can be taught by one of our instructors on site at your facility or you can become licensed to teach the course as a Montague Fellow in Knowledge Base Publishing.

COST
For a team of three $8,250 (nonmembers), $7,500 for members of the Society of Knowledge Base Publishers). Any team members who attend the face-to-face workshop can apply the workshop fee to the cost of this course.

HOW TO REGISTER
Call (413) 367-0245 to request a pro forma invoice or provide a credit card number (we accept Visa, MasterCard, American Express, Diners Club, and Discover). Payment must be received before your start date.

Created on November 29, 2002 | Updated on July 21, 2006


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