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DocTrain East 2007 October 20 – 8:30 AM  Brian Buehling Dakota Systems, Inc. [email_address] Building An XML Publishing System With DITA
Presentation Goals ,[object Object],[object Object],[object Object]
Acknowledgements ,[object Object],[object Object],[object Object],[object Object]
Dakota Systems Overview ,[object Object],[object Object],[object Object],[object Object]
The DITA Publishing Problem  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DITA-based ECM Architecture DITA Repository XML Components XML Pipeline XML Authors Subject Matter Experts Outside Contributors Epic, X-Metal Word, Frame XML Conversion DITA Distribution PDA’s Web Sites XSL-FO MS-PPT Slides XSLT Omnimark XSLT XSLT XSLT XPP
Business Requirements for DITA ,[object Object],[object Object],[object Object],[object Object]
DITA Editors Vs. Frame High, XML editors are strong advocates High, Word users are strong advocates Satisfaction Medium, but should be customized Low Errors Medium, but depends on customization High, depends on user Repeatability High, but not in every situation Medium, but only if customized Efficiency High, but consistently overestimated Low, but consistently underestimated Learning Curve XML Editor Frame Criteria
Characteristics of an Enterprise CMS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evolution of Multi-Channel Publishing Projects ,[object Object],[object Object],[object Object],[object Object],[object Object],Content  Management ,[object Object],[object Object],[object Object],[object Object],Custom  Publishing ,[object Object],[object Object],[object Object],[object Object],[object Object],Automated  Formatting Dynamic Content Assembly ,[object Object],[object Object],[object Object]
Reuse (multi-level)‏ Repurposing Content Reuse  Reduces content creation costs  Reduces content maintenance costs  Reduces content translation costs  Increases content accuracy
Profiled Documents Dynamic Assembly Dynamic Content Assembly  More relevant info to customers  Easier creation of new products  Fresher, real-time information  Information on demand
Also supports additional language (French) and Additional Output (Wireless)‏ DITA Publishing Cost Savings 15% Create  Review/QA  Index/TOC  Assemble  100% 35% 25% 15% 25% 100% Automate: Index, TOC, PDF w/links, CD-ROM –    50% Review,  95% Index & Assemble 50% Reuse:  50%  Create, review  25% Concurrent Process -  40% Elapsed time 15%
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Authoring Cost  Savings 50% Translation  Savings 30% Business ROI Publishing  Time Savings 95% Reduced Content  Maintenance 20X
Scenario I:  Conference Material
Business Requirements  ,[object Object],[object Object],[object Object],[object Object]
Website Requirements
Print Brochure Requirements
Format Neutral View (XML)‏
Format Neutral View (XML)‏
Adobe InDesign View (XML)‏
Scenario II:  Customer Support
MOT Taxonomy / Metadata
MOT Dynamic Content Assembly ,[object Object],[object Object]
MOT Dynamic Content Assembly ,[object Object]
MOT Dynamic Content Assembly ,[object Object]
MOT Dynamic Content Assembly ,[object Object],[object Object]
MOT Dynamic Content Assembly ,[object Object],[object Object]
MOT Dynamic Content Assembly ,[object Object],[object Object],[object Object]
MOT Dynamic Content Assembly ,[object Object],[object Object]
Implementation Details
Common Misperceptions ,[object Object],It works for our website, so it should be able to handle our print pubs… ,[object Object],[object Object]
Project  Life  Cycle for DITA Implementations ,[object Object],[object Object],[object Object],[object Object],[object Object],Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object],Concept Deployment ,[object Object],[object Object],[object Object],[object Object]
Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
Concept: Creating Urgency ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Concept: Creating Urgency ,[object Object],[object Object]
Concept: Creating Urgency ,[object Object]
Concept: Creating Urgency ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Concept: Creating Urgency
Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
Concept: Identifying Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Concept: Identifying Opportunities
Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
Concept: Reducing Resistance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
Concept: Driving Action ,[object Object],[object Object],[object Object]
Project Life Cycle for DITA Implementations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object],Concept
Pilot: Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Pilot: Understand the User Experience ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Project Life Cycle for DITA Implementations ,[object Object],[object Object],[object Object],[object Object],[object Object],Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object],Concept
Development: Low Level Design ,[object Object],[object Object],[object Object],[object Object]
Project Life Cycle for DITA Implementations ,[object Object],[object Object],[object Object],[object Object],[object Object],Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object],Concept Deployment ,[object Object],[object Object],[object Object],[object Object]
Common Misperceptions ,[object Object],It works for our website, so it should be able to handle our print pubs… ,[object Object],[object Object]
Organizational Impacts Project Manager (Project Manager)  Although the characteristics and risks of the DAM project may be new, the internal Project Manager still has the ultimate responsibility for delivery. Typesetter  ( Style Designer)  The role of page based composition and design in minimized.  Emphasis is placed on consistent global styles. Writer  ( Content Contributor)  Writers must learn new skills to create reusable components that can be  published in many contexts. Customer (Micro Publisher)  Customers are enabled to publish customized training modules or targeted publications. Web Manager (Delivery Manager) As much of electronic delivery is automated, this role is typically expanded to handle all delivery channels.  Systems Architect  ( Content Architect)  Expertise in systems integration gives way to expertise in content integration. Journal Publisher  ( Information  Publisher)  This shift may wreak political havoc as traditional information flows are  changed.
Project  Life  Cycle for Implementations ,[object Object],[object Object],[object Object],[object Object],[object Object],Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Pilot ,[object Object],[object Object],[object Object],[object Object],[object Object],Concept Deployment ,[object Object],[object Object],[object Object],[object Object]
Project Killer – CFO ‘ There is no budget for this project' Risks: * Finance personnel don't have the technology background to fully understand the ROI of CMS's. * Finance personnel have a bias toward preventing any new IT cost expenditures.
Common ROI Errors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Project Killer – CMS Vendor 'That's no problem, our software handles it' Risks: * Vendor incentives to push their products and services will bias their CMS solution recommendations. * Vendors have too little information to propose an optimal solution. * Vendors have too much information regarding your operations to propose the lowest cost solution.
Project Killer – Standards Architect 'It's not on our approved list of vendors' Risks: * IT architecture and support resources won't support the ongoing operations of your CMS initiative. * Internal hardware and network resources will not be available to grow your CMS. * Funding won't be approved without IT architecture consent.
Project Killer – CMS Consultant 'Just follow our 6 step Content Materialization Process and  reusable content will materialize' Risks: * Preconceived notions will bias the CMS consultant's view of your project. * Your consultant will overly complicate issues to justify his work. * Business alliances will bias the CMS consultant's technical recommendations.
Project Killer – Internal IT Guy ‘ What about my Open Source MS-Word Plugin?!?!’ Risks: * After your implementation, your internal development team won't have the skills needed to support your CMS. * Your internal team might resent an external team of consultants architecting and developing the CMS. * Parallel development efforts might cause confusion.
Project Killer – Senior Tech Writer ‘ Why can’t we round trip with a MS-Word Template?’ Risks: * Writers will place unreasonable technical requirements on the system. * Many of the undocumented workflow and content rules that writers follow will not be built into the CMS. * Writers will complain about the extra burden place upon them to write and tag content. * Writers will complain about the loss of stylistic control that they have over documents.
Top 10 DITA Project Pitfalls ,[object Object],[object Object],[object Object],[object Object]
Top 10 DITA Project Pitfalls  ,[object Object],[object Object],[object Object],[object Object]
Top 10 DITA Project Pitfalls  ,[object Object],[object Object]
XML Basics
XML Example
XML Example
DITA Topic Example Type-specific content body Relationships Identifier and title Properties Type-specific content body Relationships <task id=&quot;installstorage&quot;> <title>Installing hard drives</title> <shortdesc>You open the box and insert the drive.</shortdesc> <prolog><metadata> <audience type=&quot;administrator&quot;/> <keywords> <indexterm>hard drive</indexterm> <indexterm>disk drive</indexterm> </keywords> <prodinfo> <prodname>TeraDisk</prodname> <vrmlist><vrm version=&quot;2&quot; release=&quot;1&quot;  modification=&quot;1&quot;/></vrmlist> </prodinfo> </metadata></prolog> <taskbody> <prereq>First, purchase the hard drive. To avoid problems, please leave the hard drive in the box for now.</prereq> </taskbody> <related-links> <link href=&quot;unscrewcover.dita&quot;/> <link href=&quot;insertdrive.dita&quot;/> <link href=&quot;replacecover.dita&quot;/> </related-links> </task>
DITA Map Example <map title=&quot;Tasks&quot;> <topichead navtitle=&quot;Installing&quot; audience=&quot;admin&quot;> <topicmeta> <shortdesc>Install products before configuring or using them.</shortdesc> <topicmeta> <topicref href=&quot;installstorage.dita&quot;> <topicref href=&quot;unscrewcover.dita&quot;/> <topicref href=&quot;insertdrive.dita&quot;/> <topicref href=&quot;replacecover.dita&quot;/> </topicref> <topicref href=&quot;installwebserver.dita&quot;> <topicref href=&quot;closeprograms.dita&quot;/> <topicref href=&quot;runsetup.dita&quot;/> <topicref href=&quot;restart.dita&quot;/> </topicref> <topicref href=&quot;installdb.dita&quot;> <topicref href=&quot;closeprograms.dita&quot;/> <topicref href=&quot;runsetup.dita&quot;/> <topicref href=&quot;restart.dita&quot;/> </topicref> </topichead> … </map> A heading doesn’t have to have a topic Title and properties can be assigned in the map A topic can appear multiple times in the hierarchy The map organizes a set of topics in a hierarchy
DITA Basics
Key DITA Concepts I ,[object Object],[object Object],[object Object],[object Object],Topics DITA maps Deliverables
Key DITA Concepts II ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DITA Maps ,[object Object],[object Object],[object Object],[object Object]
DITA Specialization ,[object Object],[object Object],[object Object],[object Object],[object Object]
DTD / Schema Basics
DTD Syntax
Schema Syntax
XPath: Document Model Example <!-- Start --> <?app open?> <a level=&quot;0&quot; xmlns:b=&quot;urn:b&quot; xmlns=&quot;urn:a&quot;>   alpha   <b:bravo/><!-- To do... --><charlie/>   delta </a> <?app close?>
XPath: Navigation Axes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conclusion ,[object Object],[object Object],[object Object],[object Object]
Thank you Brian Buehling Managing Director [email_address] Work: (888) 834-2152  Mobile: (312) 545-1090 Dakota Systems, Inc. 35 E. Wacker Drive, Suite 1510 Chicago, IL 60601
Questions &  Answers

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Building An XML Publishing System With DITA

  • 1. DocTrain East 2007 October 20 – 8:30 AM Brian Buehling Dakota Systems, Inc. [email_address] Building An XML Publishing System With DITA
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  • 6. DITA-based ECM Architecture DITA Repository XML Components XML Pipeline XML Authors Subject Matter Experts Outside Contributors Epic, X-Metal Word, Frame XML Conversion DITA Distribution PDA’s Web Sites XSL-FO MS-PPT Slides XSLT Omnimark XSLT XSLT XSLT XPP
  • 7.
  • 8. DITA Editors Vs. Frame High, XML editors are strong advocates High, Word users are strong advocates Satisfaction Medium, but should be customized Low Errors Medium, but depends on customization High, depends on user Repeatability High, but not in every situation Medium, but only if customized Efficiency High, but consistently overestimated Low, but consistently underestimated Learning Curve XML Editor Frame Criteria
  • 9.
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  • 11. Reuse (multi-level)‏ Repurposing Content Reuse  Reduces content creation costs  Reduces content maintenance costs  Reduces content translation costs  Increases content accuracy
  • 12. Profiled Documents Dynamic Assembly Dynamic Content Assembly  More relevant info to customers  Easier creation of new products  Fresher, real-time information  Information on demand
  • 13. Also supports additional language (French) and Additional Output (Wireless)‏ DITA Publishing Cost Savings 15% Create Review/QA Index/TOC Assemble 100% 35% 25% 15% 25% 100% Automate: Index, TOC, PDF w/links, CD-ROM – 50% Review, 95% Index & Assemble 50% Reuse: 50% Create, review 25% Concurrent Process - 40% Elapsed time 15%
  • 14.
  • 15. Scenario I: Conference Material
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  • 22. Scenario II: Customer Support
  • 23. MOT Taxonomy / Metadata
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  • 34. Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
  • 35.
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  • 39.
  • 40. Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
  • 41.
  • 42.
  • 43. Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
  • 44.
  • 45. Concept: Business Justification IT Architects End Users Executive Mgrs. Reduce Resistance ROI Calculation Cost Savings New Revenue Competitive Edge Identify Opportunity Inefficiencies Legal Compliance Competition Create Urgency Drive Action Proof of Concept Phased Approach Training
  • 46.
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  • 54. Organizational Impacts Project Manager (Project Manager) Although the characteristics and risks of the DAM project may be new, the internal Project Manager still has the ultimate responsibility for delivery. Typesetter ( Style Designer) The role of page based composition and design in minimized. Emphasis is placed on consistent global styles. Writer ( Content Contributor) Writers must learn new skills to create reusable components that can be published in many contexts. Customer (Micro Publisher) Customers are enabled to publish customized training modules or targeted publications. Web Manager (Delivery Manager) As much of electronic delivery is automated, this role is typically expanded to handle all delivery channels. Systems Architect ( Content Architect) Expertise in systems integration gives way to expertise in content integration. Journal Publisher ( Information Publisher) This shift may wreak political havoc as traditional information flows are changed.
  • 55.
  • 56. Project Killer – CFO ‘ There is no budget for this project' Risks: * Finance personnel don't have the technology background to fully understand the ROI of CMS's. * Finance personnel have a bias toward preventing any new IT cost expenditures.
  • 57.
  • 58. Project Killer – CMS Vendor 'That's no problem, our software handles it' Risks: * Vendor incentives to push their products and services will bias their CMS solution recommendations. * Vendors have too little information to propose an optimal solution. * Vendors have too much information regarding your operations to propose the lowest cost solution.
  • 59. Project Killer – Standards Architect 'It's not on our approved list of vendors' Risks: * IT architecture and support resources won't support the ongoing operations of your CMS initiative. * Internal hardware and network resources will not be available to grow your CMS. * Funding won't be approved without IT architecture consent.
  • 60. Project Killer – CMS Consultant 'Just follow our 6 step Content Materialization Process and reusable content will materialize' Risks: * Preconceived notions will bias the CMS consultant's view of your project. * Your consultant will overly complicate issues to justify his work. * Business alliances will bias the CMS consultant's technical recommendations.
  • 61. Project Killer – Internal IT Guy ‘ What about my Open Source MS-Word Plugin?!?!’ Risks: * After your implementation, your internal development team won't have the skills needed to support your CMS. * Your internal team might resent an external team of consultants architecting and developing the CMS. * Parallel development efforts might cause confusion.
  • 62. Project Killer – Senior Tech Writer ‘ Why can’t we round trip with a MS-Word Template?’ Risks: * Writers will place unreasonable technical requirements on the system. * Many of the undocumented workflow and content rules that writers follow will not be built into the CMS. * Writers will complain about the extra burden place upon them to write and tag content. * Writers will complain about the loss of stylistic control that they have over documents.
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  • 69. DITA Topic Example Type-specific content body Relationships Identifier and title Properties Type-specific content body Relationships <task id=&quot;installstorage&quot;> <title>Installing hard drives</title> <shortdesc>You open the box and insert the drive.</shortdesc> <prolog><metadata> <audience type=&quot;administrator&quot;/> <keywords> <indexterm>hard drive</indexterm> <indexterm>disk drive</indexterm> </keywords> <prodinfo> <prodname>TeraDisk</prodname> <vrmlist><vrm version=&quot;2&quot; release=&quot;1&quot; modification=&quot;1&quot;/></vrmlist> </prodinfo> </metadata></prolog> <taskbody> <prereq>First, purchase the hard drive. To avoid problems, please leave the hard drive in the box for now.</prereq> </taskbody> <related-links> <link href=&quot;unscrewcover.dita&quot;/> <link href=&quot;insertdrive.dita&quot;/> <link href=&quot;replacecover.dita&quot;/> </related-links> </task>
  • 70. DITA Map Example <map title=&quot;Tasks&quot;> <topichead navtitle=&quot;Installing&quot; audience=&quot;admin&quot;> <topicmeta> <shortdesc>Install products before configuring or using them.</shortdesc> <topicmeta> <topicref href=&quot;installstorage.dita&quot;> <topicref href=&quot;unscrewcover.dita&quot;/> <topicref href=&quot;insertdrive.dita&quot;/> <topicref href=&quot;replacecover.dita&quot;/> </topicref> <topicref href=&quot;installwebserver.dita&quot;> <topicref href=&quot;closeprograms.dita&quot;/> <topicref href=&quot;runsetup.dita&quot;/> <topicref href=&quot;restart.dita&quot;/> </topicref> <topicref href=&quot;installdb.dita&quot;> <topicref href=&quot;closeprograms.dita&quot;/> <topicref href=&quot;runsetup.dita&quot;/> <topicref href=&quot;restart.dita&quot;/> </topicref> </topichead> … </map> A heading doesn’t have to have a topic Title and properties can be assigned in the map A topic can appear multiple times in the hierarchy The map organizes a set of topics in a hierarchy
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  • 76. DTD / Schema Basics
  • 79. XPath: Document Model Example <!-- Start --> <?app open?> <a level=&quot;0&quot; xmlns:b=&quot;urn:b&quot; xmlns=&quot;urn:a&quot;> alpha <b:bravo/><!-- To do... --><charlie/> delta </a> <?app close?>
  • 80.
  • 81.
  • 82. Thank you Brian Buehling Managing Director [email_address] Work: (888) 834-2152 Mobile: (312) 545-1090 Dakota Systems, Inc. 35 E. Wacker Drive, Suite 1510 Chicago, IL 60601
  • 83. Questions & Answers