Metadata and It’s Role In Data Management

Metadata Is The Backbone of Effective Document Scanning

metadata in use while navigating files

Today’s businesses are managing an unprecedented volume of information, making effective data management more crucial than ever. 

As more organizations transition to paperless record-keeping, the importance of properly categorizing and tagging documents grows in tandem with the increasing volume of information that needs to be stored and retrieved. 

Whether you’re migrating from paper to digital formats, or simply integrating physical documents into an existing electronic records management system, the accuracy of the metadata used to organize your files will directly impact the accessibility of your data.

Metadata is a framework used to organize information into easily searchable and manageable units, adding context and meaning to raw data. This makes the data more accessible and useful for specific tasks and decision-making. 

As part of our new FAQ series, we are going to take an in-depth look at metadata – its various types, its critical importance, focusing specifically on its role in the document indexing process.

What is Metadata?

Metadata is data that provides information about other data, making it easier to manage, locate, and understand the data it describes.

Think of it as a library card catalog for your digital files, offering you a snapshot of what each file contains without requiring you to read the whole book.

Everyday Examples of Metadata

Metadata is all around us, even if we’re not always aware of it. Here are some real-life examples of metadata that nearly anyone can relate to:

Digital Photos

When you take a photo with your smartphone, metadata such as the date, time, and location where the photo was taken is often saved along with the image itself. This metadata can help you later if you want to sort your photos by date or location.

Social Media Posts

When you post something on social media, various pieces of metadata are generated. This can include the time you posted it, the device you posted it from, and sometimes even the location from which you posted.

Online Shopping

Product listings on e-commerce websites have metadata like product categories, brand names, and customer ratings. This metadata helps you filter and sort through products more efficiently, making it easier to find what you’re looking for.

Music Files

If you have a collection of digital music, each song file likely includes metadata like artist name, album title, and genre. Music player software uses this metadata to help you organize your library and create playlists.

Medical Records

In healthcare, patient records have extensive metadata, such as the date of each visit, type of consultation, and diagnostic codes, allowing for easier tracking and management of patient health over time.


Metadata in emails includes information like the sender, recipient, time of sending, and possibly even the devices used to send or receive the email. This can be crucial for sorting and searching through an email archive.

These are just a few real-world examples, but they illustrate the many ways in which metadata helps to organize and make sense of the vast amounts of data with which we interact every day

What are the different types of metadata?

There are several different types of metadata, each serving a unique purpose in organizing and interpreting data. 

Descriptive Metadata

As the name implies, this form provides information that helps to identify and locate resources. Descriptive metadata typically includes elements like title, author, and keywords. For example, the bibliographic data in a library catalog is a form of descriptive metadata.

Structural Metadata

Structural metadata indicates how complex objects are organized, much like the table of contents in a book or the file structure within a computer folder. A prime example is a newspaper’s digital archive, which employs structural metadata to specify which articles were published on particular dates and in specific sections.

Administrative Metadata

This type focuses on the lifecycle management of a resource. It comprises three sub-types:

  • Rights Management Metadata: This provides information on the intellectual property rights associated with a resource. For instance, a digital image may include metadata specifying who holds the copyright.
  • Preservation Metadata: This type of metadata helps to preserve and save a resource. Museums and archives frequently utilize this, detailing the conditions under which an artifact must be kept.
  • Technical Metadata: This involves technical aspects such as the file format, size, and creation date. For example, a video file may include metadata about its length, file format, and the type of codec needed for playback.

Why is Metadata important?

Metadata plays a crucial role in various aspects of data management, organization, and use. Here are some reasons why metadata is important:

Improved Searchability

Metadata adds descriptive information to data, making it easier to locate specific items in a large dataset. For example, using metadata tags for digital files can make it much easier to find them later.

Data Contextualization

Metadata provides context to raw data, thereby making it easier to understand and interpret. Knowing the author, creation date, and source, for example, can help users assess the reliability and relevance of the data.

Data Management

Effective metadata can be invaluable for managing large volumes of data. Whether in a corporate setting, a research institution, or a public library, metadata helps in organizing, categorizing, and storing data for easy retrieval.

Data Interoperability

Metadata standards can ensure that data is consistent and interoperable across different systems, databases, or organizations. This is particularly important in scientific research, healthcare, and other fields that rely on the sharing of accurate, consistent data.

Security and Compliance

Metadata can include information about data sensitivity, access restrictions, and usage guidelines. This can be essential for complying with legal requirements, such as data protection regulations.

Resource Optimization

By making data easier to find, metadata reduces the time and resources required for searching and retrieving information. This leads to more efficient workflows and operations.

User Experience

Metadata can be used to improve user experience in software applications, websites, and digital platforms. For instance, metadata in website HTML can influence how a page is displayed on search engine results, affecting user engagement and site traffic.

Archiving and Preservation

Metadata is essential for the long-term preservation of data. It can provide information on the format, context, and usage rights, among other things, that future users may need to know to understand and use the data properly.


By enhancing the availability and quality of information, metadata supports better decision-making in various fields such as business, healthcare, and public policy.

In summary, metadata is often considered the ‘glue’ that holds information systems together. It provides the critical structure and context that help us make sense of the data we encounter daily.

How Is Metadata Used In Document Scanning?

Metadata should be a focal point of any document scanning project. The essence of digitization is to make files more usable, and metadata does precisely that. It’s what turns a mere image of a document into a fully searchable, indexed resource.

During the scanning process, additional details – such as the author, publication date, or invoice number are extracted directly from the document’s contents and stored as metadata alongside the document itself.

The data-rich layer generated during this process greatly improves the document’s search-ability and overall usability, streamlining the retrieval of the documents you need.

Companies that incorporate metadata into their document management systems reap several benefits:

  • Reduced Operational Costs: Businesses can save time and money that would have otherwise been spent on searching for files or reproducing lost documents.
  • Scalability: A metadata-driven system is easier to scale as a business grows.

At SecureScan, we can extract multiple indexes from your documents through either optical character recognition software or manual data entry, thereby maximizing the utility of your files during the scanning process.

Real-world Scenario

Consider a healthcare provider with numerous patient records. Without metadata, pulling up a patient’s medical history during an emergency could be a cumbersome process. With metadata, critical information can be accessed instantly, potentially saving lives.

Choosing the right metadata

Choosing the right metadata during the document scanning and indexing process is critical for both operational efficiency and long-term strategic planning. 

Your metadata serves as a navigational tool, guiding users to the information they need. This improves workflow and collaboration across teams, as a well-indexed system speaks a “common language” that everyone understands. 

Properly tagged documents also facilitate compliance with industry regulations, making it simpler to locate and present specific documents during audits or legal reviews.

On the other hand, poor indexing choices can have serious drawbacks. 

Inconsistent or inadequate indexing can result in documents being difficult to locate, leading to wasted time and effort. It may also cause duplication, leading to data inconsistencies and potential errors in decision-making.

Not to mention, if the indexes do not align with regulatory requirements, it can put the organization at risk of non-compliance, which carries financial and legal ramifications.

In a worst-case scenario, poor indexing can make critical documents virtually irretrievable, which may not only impede current projects but also create difficulties in future data migration or system upgrade efforts.

The Importance of Unique Identifiers

Choosing unique identifiers ensures that each document can be addressed individually and quickly located. Identifiers could be as straightforward as an invoice number or as complex as a string of alphanumeric characters, assuming no two can ever be alike. Think of it like a social security number for your documents, assigned to only one at a time.

Consistency is Key

The way you categorize and index should be intuitive. If it’s logical to you, it’s likely to be logical to others, thereby ensuring that your system remains easily navigable as it expands. At SecureScan, we guide you through these complexities, making the indexing process simple.

The benefits of quality indexing

The success of your document scanning project hinges on the precision of indexing. That’s why at SecureScan, we employ a double-blind data verification process to ensure a 99.9% accuracy rate for the data extracted from your documents. This system involves two separate operators independently verifying the data, which is then cross-referenced to identify and correct any discrepancies. By implementing this rigorous approach, we not only maintain the integrity of your information but also provide you with the peace of mind that your data is handled with the utmost care and accuracy. Contact us for more information or call (877) SCAN-DOC to speak with one of our technicians.

Read More

Keeping up with the latest regulatory compliance requirements can be a bit overwhelming, but it’s an important part of running a successful business. Beyond helping you avoid unnecessary fines and penalties, these regulations also provide guardrails that ensure your business operates in a way that protects your data, your clients’ data, and your reputation. However,

Read Article

Storing documents in the cloud has become increasingly popular over the last few years. With a variety of options available and the affordability of cloud services improving, businesses of all sizes are moving towards cloud-based solutions. However, for many, the word “cloud” is just another overused buzzword, often mentioned in business discussions without any actual

Read Article

When it comes to storing documents in a compact, durable format, microfiche and microfilm have been the go-to choice for records storage for decades. Government agencies, museums, and libraries have relied on these formats for years, using them to archive everything from historical documents to public records. It’s also not unusual for individuals to have

Read Article