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Leaders in digital publishing strategy




           Developing an Adaptive Content
                      Strategy

                                    Ann Rockley



                                                                      @arockley
©2012 The Rockley Group, Inc.                                rockley@rockley.com
What is adaptive content?


        Adaptive content automatically adjusts to different
      environments and device capabilities to deliver the best
        possible customer experience, filtering and layering
            content for greater or lesser depth of detail.




                                                             @arockley
©2012 The Rockley Group, Inc.                       rockley@rockley.com
Adaptive content can

•   Adjust to any device
•   Be displayed in any desired order
•   Respond to specific customer interactions
•   Change based on location
•   Integrate content from other sources




                                                            @arockley
©2012 The Rockley Group, Inc.                      rockley@rockley.com
Mobile

• 38 percent of US cell phone users, an estimated 89 million
  people, accessed the Internet from their phones.
• More than 47 million US mobile users accessed the
  Internet daily.


Pew Internet & American Life Project. “Mobile Access 2010,” accessed December
  1, 2011, http://www.pewinternet.org/Reports/2010/Mobile-Access-2010.aspx




                                                                              @arockley
©2012 The Rockley Group, Inc.                                        rockley@rockley.com
Mobile

• Combined shipments of smartphones and tablets
  exceeded that of PCs in 2011
• 60 percent of time spent on smartphones comprises new
  activities
• Global mobile data traffic is expected to grow to 26 times
  its current volume over the next five years
• There are 5.3 billion mobile subscribers worldwide (77
  percent of the world population) with growth led by China
  and India.

mobiThinking, “Global mobile statistics 2011,” accessed on Dec.
  3, 2011, http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats



                                                                                   @arockley
©2012 The Rockley Group, Inc.                                             rockley@rockley.com
What is mobile design all about?




                                                  @arockley
©2012 The Rockley Group, Inc.            rockley@rockley.com
Designing for a small screen. Right?




                                            @arockley
©2012 The Rockley Group, Inc.      rockley@rockley.com
Not!



                                                @arockley
©2012 The Rockley Group, Inc.          rockley@rockley.com
Resizing visuals is only a partial
             solution to platform proliferation.




                                                     @arockley
©2012 The Rockley Group, Inc.               rockley@rockley.com
In the olden days

                                     • Tried to move print online
                                     • Didn’t work
                                     • Page size was different
                                     • Resolution was different
                                     • Navigation was different
                                     • Understanding of depth and
                                       breadth was different
                                     • Searching was different
                                     • Everything was different!
                                     • Had to rethink content for
                                       online

                                                                 @arockley
©2012 The Rockley Group, Inc.                           rockley@rockley.com
Mobile

                                     • Why would we think that we can
                                       simply scale to fit mobile?
                                     • Page size is different
                                     • Resolution is different
                                     • Navigation is different
                                     • Understanding of depth and
                                       breadth is different
                                     • Searching is different
                                     • Time on task is different
                                     • Everything is different!
                                     • Have to rethink content for
                                       mobile


                                                                   @arockley
©2012 The Rockley Group, Inc.                             rockley@rockley.com
Mobile issues

• Companies are not designing mobile web content
• Companies design website and mobile app, twice the work
  or more!
• Mobile apps are time consuming and expensive
• Automated web to mobile are not usable
• People spend much less time on a task on mobile than on
  website




                                                       @arockley
©2012 The Rockley Group, Inc.                 rockley@rockley.com
eBooks

                                     • Page size is different
                                     • Resolution is different
                                     • Navigation is different
                                     • Understanding of depth and
                                       breadth is different
                                     • Interactivity is different
                                     • Have to rethink content for
                                       eBooks




                                                                  @arockley
©2012 The Rockley Group, Inc.                            rockley@rockley.com
eBook issues

• Authoring is designed to optimize print publication, not
  eBook
• eBooks are generated from print books instead of from
  format free content resulting in problems in the eBook
  (sidebars, tables, order of information)
• Producing eBooks for multiple devices is a nightmare!




                                                           @arockley
©2012 The Rockley Group, Inc.                     rockley@rockley.com
Handcrafting is unsustainable

• Devices are proliferating
• Device wars means that new devices are released every
  9-12 months
• Functionality varies across device
• What works on one, may not work on another
• Constant churn to identify new functionality and design
  content to take advantage of the functionality
• Can’t keep up




                                                           @arockley
©2012 The Rockley Group, Inc.                     rockley@rockley.com
Adaptive content

• Adaptive content automatically adjusts to different
  environments and device capabilities to deliver the best
  possible customer experience
• Adaptive content can be displayed in any desired
  order, made to respond to specific customer
  interactions, changed based on location, and integrated
  with content from other sources.
• Adaptive content is limited only by your design
  decisions, the functionality of the device being used, and
  the intelligence of your content.



                                                           @arockley
©2012 The Rockley Group, Inc.                     rockley@rockley.com
How adaptive content works




                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Supporting adaptive content

• Structure
• Business rules
• Device constraints




                                                           @arockley
©2012 The Rockley Group, Inc.                     rockley@rockley.com
Structured content

• Structured content enables us to:
 • Output the content to multiple channels, adapting it to
   best meet the needs of the channel
 • Enable automatically mixing and matching content to
   provide what the customer wants when they want it and
   the way they want it.
 • Transform (reconfigure) content from one representation
   to another
 • Filter and layer content



                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
DITA supports

•   Print
•   Web
•   EPUB
•   Mobile




                                                     @arockley
©2012 The Rockley Group, Inc.               rockley@rockley.com
Business rules

• Business rules are the rules that your content follows to
  adapt to different devices and different customer
  requirements.
• Business rules allow the system to automatically pick and
  choose content and adjust the presentation of that content
  to meet specific requirements.
• If this then that




                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Work backwards

• Know your customer
• Know your device constraints
• Map requirements to content requirements




                                                      @arockley
©2012 The Rockley Group, Inc.                rockley@rockley.com
Know your customer

• Who are the primary customers?
• Who are the secondary or associated customers?
• What the typical customer profile?
• Where do your customers come from
  (region/country, referring site, search engine)?
• What platform are they using: Mac, PC, smartphone (OS)?
• What do customers need to know to make the buying
  decision?
• What do they think are the most effective ways to reach
  the customer?


                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Personas

• Personas represent a “real” audience
• They help you to better understand who you are writing for
• Help design metadata and information products




                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Know your device constraints

• Even though you should write content separate from its
  eventual output, you must understand the constraints of
  the device on which your content will be displayed.
• Design your models to adapt to those constraints.




                                                           @arockley
©2012 The Rockley Group, Inc.                     rockley@rockley.com
Tables

• Tables are always an issue on mobile. Some options
  include:
 • Tables where screen real estate permits
 • Image of the table
 • Modularized table
 • Fixed first column, scrolling remainder
 • Cascading list
 • Drill down

 • Tables are inherently structured, you just need to map
   your table structure to desired output

                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Content strategy

• Determine primary content to display
• What can be layered/scrolled/swiped?
• How does the content need to be structured to facilitate
  filtering/layering/scrolling?
• What content should be eliminated and in what situation?
• What alternate content should be presented?
• How must your content be structured to support this
  functionality?
• Can you structure your content for unexpected situations?



                                                         @arockley
©2012 The Rockley Group, Inc.                   rockley@rockley.com
Changing processes

• No more tweaking and tuning the content to get that
  perfect fit.
• Know what content is required, by whom, when, in what
  circumstance, and in conjunction with what other content
  or interactivity.
• Create structured content separate from format.
• Use templates, styles, and structured writing guidelines.
• Create content first, not mobile first or eBook first but
  always with an awareness of where and how content can
  be consumed.


                                                          @arockley
©2012 The Rockley Group, Inc.                    rockley@rockley.com
Summary

• Adaptive content automatically adjusts to different
  environments and device capabilities to deliver the best
  possible customer experience, filtering and layering
  content for greater or lesser depth of detail.
• Develop structured, modular, reusable format free content
  that can be automatically adapted for multiple devices.
• Work backwards from your customer requirements and
  device constraints to design your adaptive content.
• Develop personas
• Design metadata and user profiles
• Develop models
• Define business rules for the assembly of content

                                                         @arockley
©2012 The Rockley Group, Inc.                   rockley@rockley.com
New role for Tech Comm

• Organizations overwhelmed with increasing device
  requirements
• Just beginning to understand the value of structured
  content
• Do not know how to design and create structured content
• Do not understand designing format-free content for
  multichannel delivery
• Stuck in the “web” page paradigm
• We’ve been there, done that, we know
• We can help


                                                         @arockley
©2012 The Rockley Group, Inc.                   rockley@rockley.com
Questions?




      Amazon, B&N, PeachPit              moreinfo@rockley.com


                                                               @arockley
©2012 The Rockley Group, Inc.                         rockley@rockley.com

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Developing an adaptive content strategy adobe rockley

  • 1. Leaders in digital publishing strategy Developing an Adaptive Content Strategy Ann Rockley @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 2. What is adaptive content? Adaptive content automatically adjusts to different environments and device capabilities to deliver the best possible customer experience, filtering and layering content for greater or lesser depth of detail. @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 3. Adaptive content can • Adjust to any device • Be displayed in any desired order • Respond to specific customer interactions • Change based on location • Integrate content from other sources @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 4. Mobile • 38 percent of US cell phone users, an estimated 89 million people, accessed the Internet from their phones. • More than 47 million US mobile users accessed the Internet daily. Pew Internet & American Life Project. “Mobile Access 2010,” accessed December 1, 2011, http://www.pewinternet.org/Reports/2010/Mobile-Access-2010.aspx @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 5. Mobile • Combined shipments of smartphones and tablets exceeded that of PCs in 2011 • 60 percent of time spent on smartphones comprises new activities • Global mobile data traffic is expected to grow to 26 times its current volume over the next five years • There are 5.3 billion mobile subscribers worldwide (77 percent of the world population) with growth led by China and India. mobiThinking, “Global mobile statistics 2011,” accessed on Dec. 3, 2011, http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 6. What is mobile design all about? @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 7. Designing for a small screen. Right? @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 8. Not! @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 9. Resizing visuals is only a partial solution to platform proliferation. @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 10. In the olden days • Tried to move print online • Didn’t work • Page size was different • Resolution was different • Navigation was different • Understanding of depth and breadth was different • Searching was different • Everything was different! • Had to rethink content for online @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 11. Mobile • Why would we think that we can simply scale to fit mobile? • Page size is different • Resolution is different • Navigation is different • Understanding of depth and breadth is different • Searching is different • Time on task is different • Everything is different! • Have to rethink content for mobile @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 12. Mobile issues • Companies are not designing mobile web content • Companies design website and mobile app, twice the work or more! • Mobile apps are time consuming and expensive • Automated web to mobile are not usable • People spend much less time on a task on mobile than on website @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 13. eBooks • Page size is different • Resolution is different • Navigation is different • Understanding of depth and breadth is different • Interactivity is different • Have to rethink content for eBooks @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 14. eBook issues • Authoring is designed to optimize print publication, not eBook • eBooks are generated from print books instead of from format free content resulting in problems in the eBook (sidebars, tables, order of information) • Producing eBooks for multiple devices is a nightmare! @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 15. Handcrafting is unsustainable • Devices are proliferating • Device wars means that new devices are released every 9-12 months • Functionality varies across device • What works on one, may not work on another • Constant churn to identify new functionality and design content to take advantage of the functionality • Can’t keep up @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 16. Adaptive content • Adaptive content automatically adjusts to different environments and device capabilities to deliver the best possible customer experience • Adaptive content can be displayed in any desired order, made to respond to specific customer interactions, changed based on location, and integrated with content from other sources. • Adaptive content is limited only by your design decisions, the functionality of the device being used, and the intelligence of your content. @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 17. How adaptive content works @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 18. Supporting adaptive content • Structure • Business rules • Device constraints @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 19. Structured content • Structured content enables us to: • Output the content to multiple channels, adapting it to best meet the needs of the channel • Enable automatically mixing and matching content to provide what the customer wants when they want it and the way they want it. • Transform (reconfigure) content from one representation to another • Filter and layer content @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 20. DITA supports • Print • Web • EPUB • Mobile @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 21. Business rules • Business rules are the rules that your content follows to adapt to different devices and different customer requirements. • Business rules allow the system to automatically pick and choose content and adjust the presentation of that content to meet specific requirements. • If this then that @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 22. Work backwards • Know your customer • Know your device constraints • Map requirements to content requirements @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 23. Know your customer • Who are the primary customers? • Who are the secondary or associated customers? • What the typical customer profile? • Where do your customers come from (region/country, referring site, search engine)? • What platform are they using: Mac, PC, smartphone (OS)? • What do customers need to know to make the buying decision? • What do they think are the most effective ways to reach the customer? @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 24. Personas • Personas represent a “real” audience • They help you to better understand who you are writing for • Help design metadata and information products @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 25. Know your device constraints • Even though you should write content separate from its eventual output, you must understand the constraints of the device on which your content will be displayed. • Design your models to adapt to those constraints. @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 26. Tables • Tables are always an issue on mobile. Some options include: • Tables where screen real estate permits • Image of the table • Modularized table • Fixed first column, scrolling remainder • Cascading list • Drill down • Tables are inherently structured, you just need to map your table structure to desired output @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 27. Content strategy • Determine primary content to display • What can be layered/scrolled/swiped? • How does the content need to be structured to facilitate filtering/layering/scrolling? • What content should be eliminated and in what situation? • What alternate content should be presented? • How must your content be structured to support this functionality? • Can you structure your content for unexpected situations? @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 28. Changing processes • No more tweaking and tuning the content to get that perfect fit. • Know what content is required, by whom, when, in what circumstance, and in conjunction with what other content or interactivity. • Create structured content separate from format. • Use templates, styles, and structured writing guidelines. • Create content first, not mobile first or eBook first but always with an awareness of where and how content can be consumed. @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 29. Summary • Adaptive content automatically adjusts to different environments and device capabilities to deliver the best possible customer experience, filtering and layering content for greater or lesser depth of detail. • Develop structured, modular, reusable format free content that can be automatically adapted for multiple devices. • Work backwards from your customer requirements and device constraints to design your adaptive content. • Develop personas • Design metadata and user profiles • Develop models • Define business rules for the assembly of content @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 30. New role for Tech Comm • Organizations overwhelmed with increasing device requirements • Just beginning to understand the value of structured content • Do not know how to design and create structured content • Do not understand designing format-free content for multichannel delivery • Stuck in the “web” page paradigm • We’ve been there, done that, we know • We can help @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com
  • 31. Questions? Amazon, B&N, PeachPit moreinfo@rockley.com @arockley ©2012 The Rockley Group, Inc. rockley@rockley.com