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Directory Rollout Issues and Strategies
Data Issues and Strategies
Michael J. Lewis
Chevron Information Technology Company
Houston, Texas
April 29, 1998
April 29, 1998Directory Rollout Issues & Strategies 2
Agenda
• Required data • Data sources• Quality of data• Multiple sources• Feeds and Update
April 29, 1998Directory Rollout Issues & Strategies 3
Required Data
• Issue: Determine what data is required
• Strategy: – Set project context
• Document current directory environment
• Gather customer requirements
• Prioritize problems to address
• Set direction/vision/project plan
– Select data to meet project objectives
April 29, 1998Directory Rollout Issues & Strategies 4
What is a directory/meta-directory?
• Issue: Getting customer input is difficult because end-users/management simply don’t know – Exposed only to most trivial examples of directories
– “meta” means different things to different people
• Strategy: – Develop good definitions and educate
– Generate business examples and communicate
April 29, 1998Directory Rollout Issues & Strategies 5
Data Sources
• Issue: Directory population methods have own issues– User input: Getting users to enter data
– Existing data sources: Locating appropriate sources
• Strategy: – Provide incentives to encourage full user data entry
– Talk to data owners to “know” your data sources
April 29, 1998Directory Rollout Issues & Strategies 6
Process to “know” your data sources
• Identify “important” data sources (HR, phone book)
• Conduct interviews with current directory support– Data contained within
– Feeds into the database
– Feeds out of the database
• Loop back if “new” data sources are revealed
April 29, 1998Directory Rollout Issues & Strategies 7
Quality of Data (1)
• Issues: – Multiple sources
• Pieces of an entry from different sources
• Same data field from different sources
– Inconsistent/different formats (field and record)
– Inaccurate
– Quirks (and other weird stuff)
April 29, 1998Directory Rollout Issues & Strategies 8
Quality of Data (2)
• Strategy 1: Locate Inconsistencies– Look at actual data
– Employ data experts
• Strategy 2: Correct Inconsistencies– Correct errors within sources
– Look for “better” sources
– Rework schema to match data
April 29, 1998Directory Rollout Issues & Strategies 9
Multiple sources
• Issue: Multiple input sources require key to match records
• Strategy: – Use combination of existing keys
– Insert key in data sources
April 29, 1998Directory Rollout Issues & Strategies 10
Feeds and Update
• Issue: Which of the following is the best means to feed data from existing sources into the directory– Continuous
– Single load (directory absorbs source)
• Strategy - balance objectives versus difficulty
April 29, 1998Directory Rollout Issues & Strategies 11
Objectives versus Difficulties
Continuous Single Load
In-line update - +Currentprocesses leftintact
+ -
• Single load may not be possible
April 29, 1998Directory Rollout Issues & Strategies 12
Summary
Issue - Strategy
• Required Data - Set context
• Data sources - Interview owners
• Quality of data - Examine your data
• Multiple sources - Insert keys
• Feeds and Update - Objectives/difficulty
• For further information - hosmjl@chevron.com
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