Search-Friendly Metadata

ILTA 2012 Series: Putting the Enterprise Back in Search

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Our Presenters

Matt CoatneyBusiness Relationship Manager, WilmerHale

@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch

Kevin ParmelandSenior Software Developer, Premier Technology Solutions

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Today’s Agenda

The Future of Metadata

Real-Life Metadata in Law Firms

Why Metadata is Important for Search

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

Metadata: The Legend of Our Search MapMetadata: The Legend of Our Search Map

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The Importance of MetadataA tale of three search engines…

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Too little…Too little…Too little…Too little…

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And much more…

Focus ModeImage FormatImage Stabilization TypeLCD Size (in)LCD Size RangeLens TypeMax Shutter SpeedMaximum ApertureMaximum ISO SpeedMaximum Still Frame RateMemory Card Type

(MicroSD)(MicroSD Card)

Min Shutter SpeedMinimum ApertureMinimum ISO SpeedOptical Zoom RangeProduct LineResolutionResolution HeightResolution WidthSensor TypeViewfinder TypeWhite Balance ModeCondition

Too much…Too much…Too much…Too much…

Just right!Just right!Just right!Just right!

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

Today’s Agenda

The Future of Metadata

Real-Life Metadata in Law Firms

Why Metadata is Important for Search

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

• Document name, title• Author, editor• Date created, modified• Associated client, matter

• Client industry• Practice group• Area of law• Matter type

• Lead partner on matter• Author demographics• Author biography, expertise

Common Metadata

in Law Firms

Document Management System

Client/Matter Intake(“Meta-metadata”)

HR SystemsMarketing, Website

Similar approach and metadata elements

exist for other search objects of interest, e.g.

matters (experience) and people (expertise)

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Automated Extraction of Metadata

Entities

People (attorneys,

judges, etc.)

Companies, law firms, and

clientsLegal citations

Key concepts

Type of document

Jurisdiction

Categories

Can help answer our user’s search needs

without requiring intensive manual tagging …

… but is very hard to get right, given

variation in language, names, etc.

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An Example in the Law Firm Context

Filter people, or even associated documents

and matters, by biographical information such

as department, location, or bar admissions.

Easily locate content by jurisdiction or governing law –

gleaned from matter/KM databases or even

automatically extracted from associated documents

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Metadata “Mash-up”How linking metadata improves search

Who has worked on asbestosis

cases at my firm?

TimecardTimecardTimecardTimecardnarrativesnarrativesnarrativesnarratives

Documents Documents Documents Documents and Emailand Emailand Emailand EmailHR, CRM HR, CRM HR, CRM HR, CRM

DatabasesDatabasesDatabasesDatabasesMarketing, Marketing, Marketing, Marketing, Bio PagesBio PagesBio PagesBio Pages

No hits - maybe someone worked on cases but did not explicitly mention in their bio/experience?

Link other metadata using keys such as timekeeper ID or client/matter

Too many hits – who is relevant to my search?

Sort our results by relevance score, e.g. by who has authored the most documents

and timecards about asbestosis

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Choosing what metadata filters to displayAlso known as avoiding a game of “Where’s Waldo”…

www.findwaldo.com

Narrow your resultsNarrow your resultsNarrow your resultsNarrow your results

Person’s Name

√ Waldo (1)Not Waldo (395)

Today’s Agenda

The Future of Metadata

Real-Life Metadata in Law Firms

Why Metadata is Important for Search

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

Tw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C MTw e e t i n g ? # I LTA E C M

The future of metadataAs it relates to – what else? - maps

Automatically ExtractedContextual

Personalized & SocialPredictive

Relevant merger agreementsRelevant merger agreementsRelevant merger agreementsRelevant merger agreements

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The future of metadataAn example closer to home…

Matters related to overseas utility mergersMatters related to overseas utility mergersMatters related to overseas utility mergersMatters related to overseas utility mergers

100675-00210 Energizer Holdings acquisition of United

5669815-00021 Overseas holdings asset purchase

0017654-00019 Constellation acquisition of Russia Energy

Responsible partner: L. LeeIndustry: UtilitiesJurisdiction: United States (Federal)

Responsible partner: M. GoldblattIndustry: Utilities, Oil and GasJurisdiction: European Union

Responsible partner: B. AnthonyIndustry: Utilities, Oil ExplorationJurisdiction: Russia

Colleagues with knowledge of this topicColleagues with knowledge of this topicColleagues with knowledge of this topicColleagues with knowledge of this topic

A. Fitch

B. Matlock

Office: BirminghamSpecialties: Utilities, M&AYears Experience: 21

Office: RaleighSpecialties: M&A, International TradeYears Experience: 32

Office: Washington, D.C.Specialties: Oil Exploration, M&AYears Experience: 15

S. Tracey

You share 5 colleagues

You share 15 colleagues

You share 2 colleagues

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In closing … which map are we showing our users?

Thanks to Our Presenters

Matt CoatneyBusiness Relationship Manager, WilmerHale

@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch@BuckeyeSearch

Kevin ParmelandSenior Software Developer, Premier Technology Solutions

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Thank you for joining us!

Please join us for our expert panel at ILTA

Thursday August 30th @ 3:30 pm Eastern

And please join our last webinar

The Future of Search and Enterprise Content

Wednesday, September 19th @ 12:00 pm Eastern

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Website http://www.premiertechnology.com

E-mail info@premiertechnology.com

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