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• Company wants to run a cataloguing event

• This could be a series of sessions where each team member logs into K and contributes knowledge to essentially kick start the platform

Pre-requisites

These are steps to check before the session is runAfter you have aligned on how you would like to use K and what metadata you would like to store in K, running a cataloguing workshop is a great way to establish a solid foundation to accelerate your data governance and data management maturity journey.

This page provides suggestions on how the data team (or teams) in your organisation can prepare and run a cataloguing workshop.

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Preparing for a Catalogue Workshop

There are 2 key elements to prepare for to ensure a successful workshop.

K Platform checklist

• Check all participants have the correct K roles assigned

• Check sources have been loaded prior

• Ensure there are no batches (daily, weekly etc) running prior to the session start date.

  • You may have to disable these batches or move their schedule if they potentially run into your session times

Cataloguing session recommendations

Here are recommendations for running the session

• Focus on the data assets that you create or know well. You can find this in My Data

• Use bulk update in K to bulk update common objects such as ID columns

  • This can be done via the UI…

• Bulk update via Excel

• Create a file for all tables in a schema or all reports in a workspace

• Update the excel, share it with others for feedback

Upload it

• Check the Data Load Dashboard and ensure there will be no batch jobs running during the session - During the session it is likely multiple users will be using the bulk update functions. Avoiding unnecessary batch jobs running during a workshop time will improve upload speeds

• All Critical Collections have been created and loaded

K Governance checklist

• Detailed definition and guidelines have been developed for the Critical Collections

• A ‘best practice’ example has been created for a Data Profile

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Designing the Agenda

When designing the agenda there are a few key questions to consider:

• What are the success outcomes of the workshop?

• Will you structure the agenda to be run across one day or multiple sessions?

• How will you divide the cataloguing tasks into sprints? By Domain? By Source?

  • If want to prioritise specific data assets on the day, you can pre-create a list per team or sprint.

• With limited time, what data assets do you want to prioritise and focus on?

Agenda example

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Selecting the Participants

The design of the agenda and scope of the Cataloguing Workshop will help guide which Data SMEs you should invite.

In addition to Data SMEs that can help contribute knowledge, other individuals you may want to invite include:

• K Champions: You may invite K Champions to a portion of the workshop so that they can continue helping advocate for K. This is particular important for teams that have a ‘de-centralised’ governance approach as you may want to have an ‘alignment’ session around ‘best practice’ and how you want K to be used

• Data Governance managers: It may be worth having a few data governance manages attend so that you can quickly align on any questions that arise on how to tag or categories data items. For example, if you’d like the workshop to link all data assets to a ‘Critical Data Elements’ catalogue, there may be questions around CDE definition

• Domain representation: Would you like to run sessions that are domain specific or domain agnostic. There are pros and cons to either approach.

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Post-Workshop activities

After the first Cataloguing Workshop, some K users have found it helpful to close out the session with the following activities:

• Socialise the key updates with business stakeholders and close out questions: At the end of every Catalogue sprint, a new Bulk Edit Excel template is downloaded. This excel can be shared with the business and other key users to validate and check the updates made

• Review the Governance Insights Dashboard to identify which are the next data assets that need to be prioritised for update

• Review the Data Governance and Data Management collections to assess if they need to be refined