Making Your Intelligent Content Smarter

“When I first started writing this song, it was supposed to be about the future. But it took me seven years to finish it. So at best, it’s about the present.

I’m sure Jeane Dixon has days like that too.”

The above quote a introduction by  John Prine, one my favorite musicians, for  his song “Living in the Future.”

I can identify with Prine. I feel as though I have been writing this particular  blog post for about 15 years.  Ever since I first grasped the idea of component content management systems.

Admittedly, it took me quite some time to see the value of creating content as reusable chunks, rather than as whole documents. My “aha!” moment occurred when  a client provided me with her company’s  “about us”  boilerplate  for an RFP I was writing. I noticed  that one of the founder’s names was incorrect in the text that I had been provided.  My project team proofed the content and made several changes.  It was pasted into the RFP.

I had received the boilerplate info from an IT manager, who had received it from an HR contact.  Given the company’s size and international presence, there were very likely numerous instances of incorrect boilerplate info in magazines, web sites and official documents. It didn’t take much of a logical leap to realize that there was incorrect and inconsistent content chunks  all over the organization. Suddenly, the concept of single-source, component-level intelligent, content management moved  from esoteric to something that seemed like a smart thing to do.

I immediately started musing how these XML-based  frameworks for dynamic  text content could be integrated with  digital asset management systems (caution: DAM jokes ahead) that were rooted in delivery of rich media. It seemed that smart content could be made even smarter. I was convinced that this was the future of publishing content.

I’m still convinced that’s the future, I wish the future would hurry up and get here.

In The Beginning There Was Prepress..

I have been making digital content for a long time, since the previous millennium in fact. I started working in print when desktop technologies were just making  inroads into prepress and publishing.  Like just about everybody else, I started working with Web content in the  1990’s. All along, as I was surrounded by people who made stuff, I was interested in systems that would prevent people from losing the stuff they made.

In 2000, I finished up a DAM  project (DAM was still print-centric) and joined my first ” ‘content’ management” project. During the dot.com era, content management was normally referring to Web content management. Essentially, there was an interface to make HTML  pages and a means to add Web-ready graphics (72-DPI, jpg, .gif or .png files).

There  are very clear physics-based difference between  print and Web content, but they are primarily related to the resolution (DPI) and color model (RGB vs CMYK) of images.

It frustrated me (and still does)  that print and web were thought of as separate things, with separate  editorial, design and production workflows. Furthermore, it has long frustrated me that organizations spent such large volumes of money on software and implementation of these (largely unnecessarily IMHO) separate platforms.

The AcronyMs

I promise that I won’t go into an extended  jag about acronym reduction here, (mostly because I’ve done that before) but there  are numerous  “….Management….”   acronyms to offer confusion to organizations that just want to make their stuff. Here are a few:

  • DM (document management)
  • WCM (web content management)
  • DAM (digital asset management)
  • LCM (learning content management)
  • (I could go on, but I think the point has been made)

A Place For Your Stuff

You shouldn’t fixate on the acronyms. They are all managing content All you want is a place for your stuff. While every organization has some unique needs the core requirements for all “stuff” management systems could be described as  these:

  • To make stuff
  • To be able to find stuff
  • To share stuff
  • To prevent stuff from being shared with those who aren’t allowed to see your stuff.
  • To reuse stuff that is already made so it can be used to create new stuff (that can be found,  shared and protected)

If your content (aka “stuff”)  adds organizational value, it’s a ”Digital Asset” If not, then it’s  a digital liability.  It’s much like that line in the George Carlin routine  “A Place For My Stuff”: “Have your ever notice how everybody else’s stuff is crap, but your crap is stuff.” (note the Carlin video has a some raw language,,,,because it’s Carlin).

Trouble In Paradise

Anybody who has been making content for a while, will know how much easier it is to make content than it was before the desktop publishing technologies surfaced in the 1980’s. I don’t think anybody wants to return to the days of pounding out text on an IBM Selectric typewriter or  running photos through  a waxing machine so they can be pasted on a composed page.

Now, we can make stuff really fast without risk of getting waxy fingers.  But what is the downside?

Well,  digital technologies allow us to make mistakes faster then ever, and you can copy your mistakes faster than ever. The Internet allows us to share our mistakes with more people than ever. 

If you can’t find previously created content, it’s easy enough to recreate it. However, then you have to repeat your entire creation and QA cycle. You’ve placed your organization at risk because there are now two versions of the same content that might not be identical. Furthermore, while the retrieval of existing content should take only seconds, or a few minutes,  recreating the content may take hours or weeks.

If you don’t know exactly where the content needs to be stored, it’s easy  to put it in a lot places on the server, or e-mail to a gaggle of your colleagues.  Do your think  you will be able to remember all the places  where you put (or sent)  all that stuff, a month from now. In a year from now?

In the absence of organizational governance, the creation of content might have become just a  little TOO  easy.

Stuff Inside of Stuff
In any organization, it’s  possible to get a handle on the all the “stuff” files.  It’s a wee bit trickier when you have “stuff inside of stuff.” For example, if you have a chunk of content (such as your organizational “boilerplate”) that has been copied and pasted into  scads of Word and InDesign documents as well as into  multiple areas on your corporate Web site and intranet portals, then finding and updating that content will be extremely difficult.

For example, if your organization has a new CEO, are you going be able find all the occurrences of your boilerplate to put her name in place of her successor?

The truth will set your free; however multiple versions of the truth will set you back.

Where Do We Go From Here?

If the thought of making a small change in dozens of places throughout your organization’s content  has made your pulse quicken, it’s probably time to consider a unified content strategy and how you make your stuff. Thankfully, there are people who can help you do that.

For decades, technical communicators have been creating content as stand-alone, discoverable,  reusable modules, rather than as whole documents. This framework is known as “intelligent content.”  

Intelligent content is  (finally) starting to make inroads into other types of content outside of technical communications, thanks to the efforts of people like Anne Rockley and Charles Cooper, who coauthored this book. I certainly recommend the  book for anybody who is, will be, or even wants to be engaged in a content strategy project.

Lately, I’ve been pondering how organizations might make intelligent content even a bit smarter by incorporating  best practices of image-repurposing into an intelligent content framework. I’ll be collecting  my thoughts on such things in a post entitled “Pure Substance.”

I’ll publish that in the future and  I’ll make sure that the future hurries up and gets here.

 

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Strong Goals & Flexible Means: What Would Dick Fosbury Do?

People in my professional circles  have most likely heard me reference the book “Teaching Every Student In the Digital Age.”  The book is about the Universal Design for Learning, an educational framework that was developed by the Center for Applied Special Technology.

I might not have mentioned the book  by name in discussions about content strategy or IT, but I’ve likely referred  certainly referred to its teachings. Specifically, people have likely   heard me reference the lesson to be learned  from a long-retired  track and field star.

I don’t recommend the book to everybody. It is a good book, but I know its contents are not relevant to everybody. I also recognize that most people are up their nostrils in a backlog of unread books, so it’s unlikely that it will read.

However, I do point most people to a specific chapter in the book because I think it is relevant to just about everybody: “Using UDL To Set Clear Goals” The key take-away in the chapter: avoid merging your goals with specific methods. This point is illustrated with the example of the “Fosbury Flop.

As the chapter states, the goal is not to jump high with a specific jumping method.  The goal is to jump high. In order to achieve the goal, the jumper will chose the most-appropriate method.

Since  watching the 1972 Summer Olympics as a kid,  I have been a track and field fan.   The mere mention of “Dick Fosbury” guaranteed a heightened level of engagement from me. For those of you that are also fans of the sport, and for of you that are not, I recommend investing a couple of minutes viewing this video regarding Fosbury’s revolutionary high jump technique.

1968 was a good year for jumping. At  Olympics in Mexico City,  Bob Beamon, of the United States won the long jump with a preternatural leap of 29 ft. 2 1/2 in. (8.9 meters). In a sport where mere fractions of an inch separate the winner from the runners up, he broke the existing world record  by nearly two feet. His jump was so far beyond  what was considered attainable at the time, the jump exceeded the capacity of the electronic measuring tape.

Beamon was one of the favorites to win the event. He won it, by a lot. It is one of the most famous moments in sports, but it was moment.

US teammate, Dick Fosbury turned the high jump world upside down, by turning himself upside down.  Unlike Beamon, he  was not expected to win the event, but he did. His then-experimental technique is now the standard approach to the high jump. Fosbury started a revolution.

In the video above, Fosbury describes his focus on the goal (to jump as high as possible), and how his technique evolved to allow him to reach his maximum jumping height. His key to his success:  his goal was firm and his method was flexible (that and a  lifetime of practice).

When you start  coupling your goals with methods (software platforms…)  you are going to put artificial constraints that will make achieving your goals more difficult. Furthermore, you are going to fuel dissension among potential collaborative partners.

Your (teaching, marketing, user-adoption…) goals should be rigid, but not so much that they can’t be revised when appropriate. The means to achieve these goals should be flexible and should, as much as possible, allow for your  learners (or customers, or your corporate intranet’s users), the autonomy to choose how they achieve these goals.

I’ve written before, on extending the principles of UDL into contexts outside of the classroom. My opinion (be it ever-so humble) is that similar strategy should be incorporated into all forms of communication. A fair question to ask when developing your content strategy, is, “What would Dick Fosbury do?”

 

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Data Liberation: Avoiding a “Comcastic” Cloud Experience

It’s a reasonable assumption that your current cloud-based provider(s) might not always fit your organizational needs. While many services will trip all over themselves to get your “stuff” into their infrastructure, it’s a safe bet that few will offer a clear path to an exit if that time should come. Leaving a cloud-service might prove to  be an absolutely Comcastic experience for you.

Ending a relationship with a magazine publisher is fairly easy. Eventually the bothersome phone calls and direct mail pleas (“come back now and will give you 30% off your annual subscription and a tote bag”) will stop. And you’ll be free.

Breaking up with a cable TV provider is a little more difficult.  The retention reps seem to be  lot more voracious than in  most consumer spaces. You can find all sorts of articles and recorded phone conversations between customers and “Big Cable) retention reps (who I should point out are, for the most part, only doing their job).

There were a series of recorded calls in particular that got a lot of exposure and that  led to the neologism “Comcastic.” to describe a particularly awful experience with customer service.

While  it is an unpleasant experience to  terminate a cable TV (Internet)  subscription, the fact is a provider has comparatively little leverage over a customer who is committed to leaving.

With a cloud-computing provider that is not the case. They have YOUR stuff: your spreadsheets, your marketing images, your CAD drawings… If your newly appointed-CFO or recently promoted IT Director wants to bring the services back inside, you might experience some friction trying to get your stuff  back.

You may have experienced something like this Facebook if you tried to get your personal stuff several years ago. When Facebook was pretty much unopposed in the social media space, one of the many knocks against it was that a user could not easily retrieve the photos, notes and videos that it put on to their FaceBook site. Thus, it was difficult to breakup with Facebook.

Google had made several attempts at a Facebook killer over the years to little avail. In 2011, they launched Google Plus (G+) which bore a curious resemblance to Facebook, it seemed the result of ”If You Can’t Beat em, Look Just Like Them.” Though G+ did offer some valuable  features that Facebook didn’t including the Hangouts (video conferencing) and of course strong integration with Google Apps.

Google Plus also  offered a way to leave Google Plus. Users could export everything that they had put onto Google Plus and they use it as a backup, or to take with them. Google called this feature ”Data Liberation.” It was pretty well received. It was not  too long after that Facebook provided users with the same feature. The market forces had spoken.

Organizations, large and small should address “data liberation” procedures with prospective vendors before entering into a contract. Turn-around times, professional services and storage-media costs should be addressed in the RFP.

A key question to ask: “Will my organization have its own database in the hosted environment?” If the answer is “no” then you might want to investigate alternative solutions. (Thanks to  Magan Arthur for making this excellent point to me)

You should clearly articulate your expectations for how our “stuff” (content types) and your stuff’s corresponding metadata descriptors will be provided to you if you should need to remove your stuff from the vendor’s infrastructure.

If they can’t provide assurance that would provide you all your content and metadata in a format (XML, CSV, etc.) that you can use, then you should look harder at some of the other RFP respondents.

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The “S” Word In My Festus Years

I’m breathless.

Not because I have made multiple ascents of the stairs cleaning my house today, but it’s because for the first time in  several years that people want  to have professional conversations without mention (or little mention)  of the “S” word: SharePoint.

Last week, I had a job interview in which the discussions were focused on my experience in: marketing, design, digital asset management, and staff leadership. Among the people I met, the talk  about SharePoint probably totaled less than 90 seconds.

Several weeks prior, I had a rather robust conversation with a prospective client about creation of a unified content strategy, whereby they might move away from creating whole documents in favor of an “intelligent content,” (modular, reusable, single-sourced). The SharePoint talk was negligible.

Other conversations have ensued about my long-standing vision of true end-to-end content management via the integration of  component content management systems (CCMS)  with digital asset management (DAM) platforms.

I’m breathless because the world has come to realize that I AM NOT A SHAREPOINT GUY!!!!

Except…… that in early 2007, after 20 years of working with Mac clients and admin. experience in AppleShare and Solaris systems, I was hired by a Microsoft parter (as Clark Kent would say, ”What the…?” ). During my time with that company I installed and configured SharePoint, I branded SharePoint sites, I trained end users and administrators in Sharepoint, I provided operational support to SharePoint portals……

In the years that have ensued  I have  worked quite a bit with SharePoint doing site branding, SharePoint administration and user training. I’m currently working on a SharePoint project as a content architect.

< Heavy sigh > I guess I’m a  SharePoint guy. Even my Word Cloud thinks so:

Scott Smith's Resume Word Cloud

Yes, I do SharePoint. I will do more SharePoint. However I’ve done other things, I am doing other things, I am prepared to do other things.

At a mixer event a few weeks ago, I was recognized by a recruiter who sat at the table and said, ”Hi Scott, I remember you as the SharePoint guy.” This must be how Ken Curtis felt.

Most readers probably  don’t even know who Ken Curtis is. However,  many people of a certain age ( and some habitual TV Land viewers) know who Festus Hagan is.

Festus
One of my favorite TV shows as a kid was Gunsmoke, which for many years was the longest-running entertainment series on television (it’s since been lapped by The Simpsons and others). The  stories fascinated me. I don’t know if there was anything special about the writing, but because it ran for so many years, I became very well-acquainted with the characters.

During the era I watched the show, the deputy was ”Festus” a  bumpkin sidekick to Marshall Dillon (James Arness). From the opening credits I know  Festus  was played by Ken Curtis but didn’t know anything about the actor. I vaguely remember him appearing on variety shows, etc., but always in character, and in “uniform” (unshaven and slovenly dressed in cowboy hat and vest). Most of his post-Gunsmoke roles did not seem to deviate too far from the Festus character.

He seemed more entwined with a character he portrayed than any other performer. More than Leonard Nimoy (Mr. Spock), more than Jean Stapleton (Edith Bunker),   more than Ken Osmond (Eddie Haskell)…

However, Ken Curtis had a rather successful career as an actor and as a singer well before being cast as Festus. He was once  the lead vocalist in the Sons of the Pioneers (a singing group that was founded by Roy Rogers). During that time, he also  performed as the  lead singer in The Tommy Dorsey Band, where he replaced a fella named Frank Sinatra.

I don’t how he felt about being known as Festus for the rest of his life. I recognize that my current SharePoint-centric period probably won’t be lifelong,  though I’m currently living in my “Festus” years; where I’m being identified by one role that I’ve performed.

I don’t mind being labeled a SharePoint guy. I just ask that it be recognized  that while I have worked in some SharePoint contexts I have worked in numerous SharePoint-free contexts, and the prospect of doing so again makes me breathless.

And remember that Festus is Ken Curtis, an actor who played many roles and had some mad singing skills:

https://www.youtube.com/watch?v=-RQ-wRfhJT4

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