Content Management in the 21 st Century

Transcription

1 Content Management in the 21 st Century JoAnn Hackos Annette Reilly June Comtech Services, Inc. 1

2 What will we be talking about? What is ISO/IEC/IEEE all about? Why should you be interested in content management standards? How can content management standards help your organization? 2

3 International Standards Organization (ISO) and IEEE Systems and software engineering Content management for product lifecycle, user, and service management documentation ISO/IEC/IEEE DIS Expected official release in

4 Co-editors of the standard JoAnn Hackos, president of Comtech Services and Director of the Center for Information-Development Management Casey Jordan, Co-Founder of Jorsek LLC., makers of the easydita CCMS Authoring platform With Bob Boiko, University of Washington and the ISO and IEEE working groups and balloters 4

5 ISO/IEC/IEEE in process 5

6 Why have standards? Support interoperability Further world trade Promote consistent products Allow repeatable processes and process improvement Provide a basis for contracts and audits 6

7 When is it really a standard? Covers a process or product Not proprietary, tool-bound, or vendor-specific Open participation from all interested stakeholders The result of consensus agreement from a balance of stakeholders Maintained by a recognized, impartial standards-producing organization Normative (mandatory) or guidance? 7

8 ISO/IEC/IEEE suite of standards for software, systems, services documentation 26511: Requirements for managers of user documentation 26512: Requirements for acquirers and suppliers of user documentation 26513: Requirements for testers and assessors of user documentation 26514: Requirements for designers and developers of user documentation 26515: Developing user documentation in an agile environment 15289: Content of life-cycle documentation (information items) 23026: Engineering and management for websites with systems, software, and services information 8

9 ISO The purpose of this standard is to define a process for content management and the requirements of a component content management system through which content is gathered, managed, and published, including the requirements of a system that is supported by an electronic database. 9

10 What s in the new Content Management standard Requirements and recommended practices for Developing a content management strategy Checklist for organizations business case Developing a workflow for content management Content management system functions Not-- How to use DITA Which CM system to buy 10

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12 Best Practices 12

13 Benefits can be realized through a strong business case and information architecture and through a well organized information-development process 13

14 Business Planning ROI CCMS Requirements Project Planning and Management Workflow Best Practices Information Development Localization Publication 14

15 Getting a CM project started Develop your business case Appendix with analysis tools List of potential benefits Define your requirements Publication Storage and retrieval Assembly and linking Authoring and workflow 15

16 Developing a project plan Information Model Authoring guidelines Reuse strategies Metadata scheme Workflow Schedule Training plan Stylesheets Pilot project Organizational rollout 16

17 Developing the content Legacy content conversion Inventory what you have Decide what you are going to do with it Structured authoring Provide guidance for authors in applying structure Unstructured content Specify what you will maintain Content granularity <xml> 17

18 Managing and controlling content Ensuring quality through the contentdevelopment process Standards of all kinds Quality requirements Components conform to the structural and XML coding requirements of the information model. Policies for reviewing, approving, reusing, deleting, translating, and archiving content 18

19 Publishing content Managing releases Publishing in multiple ways PDF, HTML, user assistance, mobile devices, and so on The organization shall define the output formats (that is PDF, HTML, user assistance) required by their users. 19

20 Information Development principles How do I plan my implementation of topic-based authoring? How do I find a way to re-use content more effectively in my organization? How do I manage publishing to multiple outputs (both static and dynamic) in multiple media? How can I reduce my localization costs or increase localization capabilities? How can I improve find-ability, governance, auditability, and content quality? 20

21 Standards are crucial Best practices for developing a business case and getting ROI Reference for ideal processes/strategies Standardized compliance Promotion of interoperability Internationally vetted information source 21

22 Are you interested? Need best practices Interoperability We must support standards 22

23 Benefits can be realized through a well-implemented Component Content Management System (CCMS) 23

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25 Resource for CCMS evaluation Which CMS provides the functionality we need? Component Content Management Documentation Management Web Content Management Learning Content Management Enterprise Content Management Which products conform to the standard? 25

26 Component CMS is different Specifically designed to support total information-development lifecycle A CCMS is unique because it must effectively manage components simultaneously as both independent resources and part of a larger assembly/workflow (Publication). 26

27 What should I be looking for? Structured authoring Application Programmi ng Interface Single Sourcing Metadata, Search, Reporting Best Practices Content Reuse Workflow and Governance Content Conditional iizing Multilingua l Publishing 27

28 Support structured topic-based authoring Source: xml.com *Link management becomes very important 28

29 Support single sourcing Web Help HTML5 Mobile PDF Epub/Ebook s elearning MS-Word Source: xml.com 29

30 Support topic based re-use 30

31 Support multi-language publishing CCMSs support the efficient synchronization and management of source and target language components. 31

32 Support metadata Classification improves efficiency/quality Find-ability Organization Governance 32

33 Support search Full text Metadata & Faceted search Structured search Boolean search Advanced Search capabilities Stemming Query expansion Fuzzy matching 33

34 Support release management 34

35 Support interoperability Standardized interchange formats APIs for integration 35

36 Where to find standards Obtain ISO/IEEE standards at ard/pages/default.aspx or OASIS standards at 36

37 Obtaining a copy A copy of the most recent draft of ISO is available for purchase from the IEEE tissue.jsp?punumber=

38 Getting involved with standards Adopt a single-sourcing approach Have models for your process and products Use standards at work Support a capability assessment Become a standards reviewer or editor Join IEEE-Computer Society or Standards Association, OASIS 38