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“Write once, read many”

   Planning for, producing and
delivering content across multiple
            platforms

                      December 6, 2012
                          @brianoleary
An overview of today’s discussion

“Why” tackle agile content?   “How” to make content agile?
• What is agile content?      • What are the benefits and
• Why do I need to know         costs?
  about it?                   • Where is the ROI?
• Will it go away?            • How do I get started?
• Why is it relevant to my    • What are the best ways to
  association?                  save on implementation?




                                                            2
So what is agile content?

• Content owners identify elements (the building blocks of
  content) and define document structure
• Owners can customize elements to capture specific industry
  structures or taxonomies
• Can vary the presentation of elements across multiple uses


          A host of acronyms and related terms are explained in two
                   glossaries online at http://bit.ly/ahxDGi.




                                                                      3
The promise of agile workflows

• Far lower conversion costs for varied outputs
• Web-ready content to drive broader and more targeted
  marketing efforts
• Tagged content that can be combined or chunked to create
  new content offerings
• The opportunity to link rights and IP, lowering costs and
  unlocking new revenue
Tagging (mark-up) defines structure and
      separates content from design

                                                                                        Three linked
Traditional Print-                                                                       elements;
                             Content          Structure           Design
Centric Approach                                                                         one output
                                                                                        opportunity


                             Migrating to agile content

                                                                                          Content and
                                                                                          structure are
 Content-Centric             Content          Structure           Design                linked; design is
   Approach                                                                                 separate
                                                                                        Multiple output
                                                                                         opportunities

                     Adapted from work by David Young and Phil Madans, Hachette Books
                                                                                                            5
Disengaging design increases agility
                                                                  Print (multiple
                                                                  formats)
    Structural
components of the
work are identified                                               Digital book

                                                                  Web page           Multiple formats
Content     Structure                      Design                                   can be generated
                                                                  Mobile              from a single
                                                                                       source (file)
                                                                  PDF
 and connected to
   the content
                                                                  Aggregation
                                                                  (e.g., annual
                                      Syndication,                “best of”
                                         more                     publication…)
              Adapted from work by David Young and Phil Madans, Hachette Books
                                                                                                 6
If you’ve tagged for structure, you can
       also tag for context (meaning)
• Formats are supported by consistent tagging for structure
• All cross-platform content benefits from structural tagging
• Recombinant, aggregated, syndicated and searchable uses
  rely on contextual tagging
• “Chunkable” or repurposed content benefits most from
  contextual tagging




                                                                7
Publishers must balance process
 complexity with content agility
                          Starting point – agile content transition



“Write once, read
  once” (single-
 format delivery)

                                                         “Write once, read many”
                                                           (supporting multiple
                                                             formats and uses)




                    XML workflows           Conventional workflows
                                                                                   8
Is agile content a passing fad?

• Mark-up (tagging) is a core component of publishing
• XML and its predecessor, SGML, are three-plus decades old
• STM and journal publishers (some under association control)
  were early adopters of SGML
• Recent growth in use of agile content among professional,
  business and some consumer publishers
• To understand the need for agile content, we surveyed the
  toughest audience we could find …



                                                                9
Editors’ views on the need for agile content

 • 100% noted some or a lot of problems with content storage
   and retrieval
 • 89% noted that additional formats take more work
 • 71% plan for more than one use of content
 • 62% get files back from printers to edit or update
 • 53% think about chunking or recombining content
 • No editor felt “everything was fine; no need to change”




                                                               10
Core take-aways from our survey

• Almost everyone sees a value in cost-effectively supporting
  more formats
• The ability to manage multiple formats is far from “under
  control”
• Content storage and retrieval is art, not science
• Increasingly, publishers and editors are looking for the
  flexibility and control that agile content can provide




                                                                11
In a nutshell, if you need to…

• Reduce direct or indirect content costs …
• Improve content storage and retrieval …
• Support digital, POD or alternative print formats, or …
• Offer members more control over their content choices …
• Then agile content is relevant to your association




                                                            12
Implementing agile: benefits vs. costs

• An investment in content agility requires advance planning
• It often leads to changes in processes, technologies and
  organizational structures and roles
• Publishers must learn and apply new tools in new ways
• Different types of content forms benefit to greater or lesser
  degrees from an investment in agile content




                                                                  13
Balance: the key to workflow changes
Estimating agile’s potential benefits
 Many
                                                                        Cookbooks
                                                Religion (esp Bibles)
                                    STM
                                                               Education
                                                 Business
                                                                            Travel and
                                                            Association
                                                                            tourism
                             Fictional series       Reference    Tests
“Chunks”
                                                          Travelogues
                    Historical fiction (opportunity to
                    capture people, places, events)
               Scholarly
               monographs
Few or      Novels
 none
           Low             Frequency of or potential for reuse                      High

                                                                                     15
Estimating agile’s potential benefits
 Many
                                                                        Cookbooks
                                                Religion (esp Bibles)
                                    STM
                                                               Education
                                                 Business
                                                                            Travel and
                                                            Association
                                                                            tourism
                             Fictional series       Reference    Tests
“Chunks”
                                                          Travelogues
                    Historical fiction (opportunity to
                    capture people, places, events)
               Scholarly
               monographs
Few or      Novels
 none
           Low             Frequency of or potential for reuse                      High

                                                                                     16
Agile solutions fall into three “buckets”




                                • Variety of editorial
                                 • Variety of editorial   • Wordpress
                                                           • Wordpress         • Standard
                                                                                • Standard
                                  tools
                                   tools                                         transforms (“collect
                                                                                  transforms (“collect




                                                                                                              Increasing cost or complexity
Increasing cost or complexity




                                                          • PressBooks
                                                           • PressBooks
                                • MS Word (2011)
                                 • MS Word (2011)                                for print”)
                                                                                  for print”)
                                                          • Drupal
                                                           • Drupal
                                • InDesign/InCopy
                                 • InDesign/InCopy                             • Custom transforms
                                                                                • Custom transforms
                                                          • Outsourced DADs
                                                           • Outsourced DADs
                                • Sharepoint
                                 • Sharepoint               (codeMantra,
                                                             (codeMantra,      • Proprietary
                                                                                • Proprietary
                                                            Ingram, etc.)
                                                             Ingram, etc.)       databases with real-
                                                                                  databases with real-
                                • Workflow solutions
                                 • Workflow solutions                            time calls or
                                                                                  time calls or
                                  (e.g., K4)
                                   (e.g., K4)             • In-house (e.g.
                                                           • In-house (e.g.      periodic feeds
                                                                                  periodic feeds
                                                            MarkLogic)
                                                             MarkLogic)
                                                                                                         17
Cross-platform usually requires some new
                  tools
 Content editors            Post production tools              Relevant technologies
     XMLSpy                     XML Validators                            XML
   StylusStudio                 DTD Validators                            XSLT
  Dreamweaver              Converters - XML to DTD                       XPath
      EditiX               Converters - DTD to XML                       XSL-FO
     oXygen                           ESB                                 DTD
    XMLWriter                   eBook Readers                         XML Schemas
      Liquid                         Etc…                            XML Namespaces
  Adobe InDesign                                                         XQuery
    Wordpress                                                             EPub
   PressBooks                                                             PDF
                                                                          RSS




                   Adapted from work by Steve Waldron, Klopotek NA
Managing and applying transforms
Why style sheets? They are the                          PDF,
                                                         PDF,
tool that makes “write once, read                       print
                                                         print
                                        XSL-FO
many” possible …


                                                                 XSL-FO
                   XSL-FO
        POD
         POD                                                              Large
                                                                           Large
                                        XSLT
                                                                          print
                                                                           print
                                 XSLT            XSLT




                   XSL-FO        XSLT            XSLT             XSLT
       Othe
       Othe                             CSS                               Mobi
                                                                          Mobi
        r*
         r*                                                               etc.
                                                                           etc.


      *Chunked, recombinant or
      annotated content
                                                                                   19
Style sheets lower per-page prep costs
                                                             Stylesheets
                                                             Simple = $550
                                                             Moderate = $1500
                                                             Complex = $2500
                                                             Highly complex = $5K - $10K




                                                             Composition
                                                             $.50 - $4.25



Adapted from work by Rebecca Goldthwaite, Cengage Learning
                                                                                   20
The payoff is volume-related




Adapted from work by Rebecca Goldthwaite, Cengage Learning
                                                             21
How do I obtain a return on my investment?




                                        22
23
24
25
Content
aggregation




  Custom
 publishing




  Digital
 marketing




              26
27
How do I get started?
                Contracts &                    Production       Production or   Marketing &
Acquisition     agreements     Editorial       editorial        operations      sales
Develop         Integrate      Confirm         Work with        Manage and      Use tags to
author          rights         additional      editors to tag   apply           help target
guidelines      information    downstream      and “chunk”      transforms      audiences
                with content   uses
Implement                                      Apply style      Work with       Content-
Word                           With authors,   sheets           solutions       specific
templates                      tag for                          providers       SEO/SEM
using XML                      meaning         Implement
functionality                                  and maintain                     Monitor
                                               version                          search and
Keywords                                       control                          keyword use
                                                                                to inform
                                                                                upstream
                                                                                tagging




                                                                                              28
Best ways to save on implementation

• Begin with the end in mind (plan first)
• Commit to sustained change over a period of time
• Remember that it’s not (just) about technology


 Successful implementation starts with effective planning. Here
 are five planning and seven implementation “best practices” to
   keep in mind as you develop more agile content workflows.




                                                              29
Begin with the end in mind …
Planning                               Implementation
   Establish and evaluate member         Obtain and maintain operating buy-
    requirements                           in, support and dialogue
   Assess your processes across          Rank association benefits and
    functions and handoffs                 measure progress openly
   Model both current (operational)      Plan for early wins, ideally spread
    and future (strategic) benefits        across multiple functions
   Solicit senior-level support for      Exploit the value of prototyping
    sustained change
                                          Capture and share deep content
   Determine the point at which you       knowledge
    want to “start” being agile
                                          Foster and communicate objective
                                           measurements
                                          Capitalize on the value of new,
                                           downstream uses
                                                                                 30
Commit to sustained change …
Planning                               Implementation
   Establish and evaluate member         Obtain and maintain operating buy-
    requirements                           in, support and dialogue
   Assess your processes across          Rank association benefits and
    functions and handoffs                 measure progress openly
   Model both current (operational)      Plan for early wins, ideally spread
    and future (strategic) benefits        across multiple functions
   Solicit senior-level support for      Exploit the value of prototyping
    sustained change
                                          Capture and share deep content
   Determine the point at which you       knowledge
    want to “start” being agile
                                          Foster and communicate objective
                                           measurements
                                          Capitalize on the value of new,
                                           downstream uses
                                                                                 31
Remember that it’s not (just) about tech …
Planning                               Implementation
   Establish and evaluate member         Obtain and maintain operating buy-
    requirements                           in, support and dialogue
   Assess your processes across          Rank association benefits and
    functions and handoffs                 measure progress openly
   Model both current (operational)      Plan for early wins, ideally spread
    and future (strategic) benefits        across multiple functions
   Solicit senior-level support for      Exploit the value of prototyping
    sustained change
                                          Capture and share deep content
   Determine the point at which you       knowledge
    want to “start” being agile
                                          Foster and communicate objective
                                           measurements
                                          Capitalize on the value of new,
                                           downstream uses
                                                                                 32
Planning and implementation, by function

       Bring the planning and
       implementation
       checklists to life: “What
       do I need to know to
       do this right?”



                                          Provide examples of
                                         what agile can do and
                                            how to get started

Describe best and
emerging practices in
agile; provide skills and
arguments to help
convince others to
participate                                              33
So if you are looking to …

Goal              Keep in mind
Repurpose         • Tie plans back to pain points, where applicable
content
                  • Buy/develop XSLT and XSL-FO tools that can be shared, adapted
                  • Simplify: make content files that support multiple uses
Create related    • Capture and share deep subject knowledge
“chunks”
                  • Prototype and test (make many small mistakes, not one big one)
                  • Test pricing where you can (not an agile suggestion, but …)
Create            • Survey (be mindful that the expressed need may not be there)
expanded
                  • Engage both editors and membership staff (break down silos)
editions
Develop or use    • To take advantage of app readers, ask for standards (typically
mobile apps         HMTL5) and structure content so that it can be ported easily.
                  • For smaller associations, app development may not be a priority
                                                                                     34
Other operational improvements

Goal               Keep in mind
Improve internal • Catalog pain points (file maintenance, retrieval, versioning, etc.)
processes
                 • Be clear where tools help (versus workflow improvement alone)
                   • Focused projects: short or prototyped; senior and operating
                     support; look for early wins
Produce more       • Figure out the formats first (POD, large print, etc.)
formats
                   • Buy, borrow or develop XSLT and XSL-FO tools that can be shared
                     or easily adapted
                   • Simplify: make XML files that support seamless downstream use
Streamline         • Standard formats, particularly EPUB, exist
digital book
                   • If you need to support more than EPUB, buy, borrow or create
production
                     transforms that can be reused across titles

                                                                                     35
Useful links

• http://bit.ly/ahxDGi (link to XML and related glossaries)
• http://www.idpf.org (standards, EPUB)
• brian.oleary@magellanmediapartners.com
• @brianoleary (Twitter)
• www.linkedin.com/in/brianfoleary (LinkedIn)




                                                              36

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Cross platform workflows

  • 1. “Write once, read many” Planning for, producing and delivering content across multiple platforms December 6, 2012 @brianoleary
  • 2. An overview of today’s discussion “Why” tackle agile content? “How” to make content agile? • What is agile content? • What are the benefits and • Why do I need to know costs? about it? • Where is the ROI? • Will it go away? • How do I get started? • Why is it relevant to my • What are the best ways to association? save on implementation? 2
  • 3. So what is agile content? • Content owners identify elements (the building blocks of content) and define document structure • Owners can customize elements to capture specific industry structures or taxonomies • Can vary the presentation of elements across multiple uses A host of acronyms and related terms are explained in two glossaries online at http://bit.ly/ahxDGi. 3
  • 4. The promise of agile workflows • Far lower conversion costs for varied outputs • Web-ready content to drive broader and more targeted marketing efforts • Tagged content that can be combined or chunked to create new content offerings • The opportunity to link rights and IP, lowering costs and unlocking new revenue
  • 5. Tagging (mark-up) defines structure and separates content from design Three linked Traditional Print- elements; Content Structure Design Centric Approach one output opportunity Migrating to agile content Content and structure are Content-Centric Content Structure Design linked; design is Approach separate Multiple output opportunities Adapted from work by David Young and Phil Madans, Hachette Books 5
  • 6. Disengaging design increases agility Print (multiple formats) Structural components of the work are identified Digital book Web page Multiple formats Content Structure Design can be generated Mobile from a single source (file) PDF and connected to the content Aggregation (e.g., annual Syndication, “best of” more publication…) Adapted from work by David Young and Phil Madans, Hachette Books 6
  • 7. If you’ve tagged for structure, you can also tag for context (meaning) • Formats are supported by consistent tagging for structure • All cross-platform content benefits from structural tagging • Recombinant, aggregated, syndicated and searchable uses rely on contextual tagging • “Chunkable” or repurposed content benefits most from contextual tagging 7
  • 8. Publishers must balance process complexity with content agility Starting point – agile content transition “Write once, read once” (single- format delivery) “Write once, read many” (supporting multiple formats and uses) XML workflows Conventional workflows 8
  • 9. Is agile content a passing fad? • Mark-up (tagging) is a core component of publishing • XML and its predecessor, SGML, are three-plus decades old • STM and journal publishers (some under association control) were early adopters of SGML • Recent growth in use of agile content among professional, business and some consumer publishers • To understand the need for agile content, we surveyed the toughest audience we could find … 9
  • 10. Editors’ views on the need for agile content • 100% noted some or a lot of problems with content storage and retrieval • 89% noted that additional formats take more work • 71% plan for more than one use of content • 62% get files back from printers to edit or update • 53% think about chunking or recombining content • No editor felt “everything was fine; no need to change” 10
  • 11. Core take-aways from our survey • Almost everyone sees a value in cost-effectively supporting more formats • The ability to manage multiple formats is far from “under control” • Content storage and retrieval is art, not science • Increasingly, publishers and editors are looking for the flexibility and control that agile content can provide 11
  • 12. In a nutshell, if you need to… • Reduce direct or indirect content costs … • Improve content storage and retrieval … • Support digital, POD or alternative print formats, or … • Offer members more control over their content choices … • Then agile content is relevant to your association 12
  • 13. Implementing agile: benefits vs. costs • An investment in content agility requires advance planning • It often leads to changes in processes, technologies and organizational structures and roles • Publishers must learn and apply new tools in new ways • Different types of content forms benefit to greater or lesser degrees from an investment in agile content 13
  • 14. Balance: the key to workflow changes
  • 15. Estimating agile’s potential benefits Many Cookbooks Religion (esp Bibles) STM Education Business Travel and Association tourism Fictional series Reference Tests “Chunks” Travelogues Historical fiction (opportunity to capture people, places, events) Scholarly monographs Few or Novels none Low Frequency of or potential for reuse High 15
  • 16. Estimating agile’s potential benefits Many Cookbooks Religion (esp Bibles) STM Education Business Travel and Association tourism Fictional series Reference Tests “Chunks” Travelogues Historical fiction (opportunity to capture people, places, events) Scholarly monographs Few or Novels none Low Frequency of or potential for reuse High 16
  • 17. Agile solutions fall into three “buckets” • Variety of editorial • Variety of editorial • Wordpress • Wordpress • Standard • Standard tools tools transforms (“collect transforms (“collect Increasing cost or complexity Increasing cost or complexity • PressBooks • PressBooks • MS Word (2011) • MS Word (2011) for print”) for print”) • Drupal • Drupal • InDesign/InCopy • InDesign/InCopy • Custom transforms • Custom transforms • Outsourced DADs • Outsourced DADs • Sharepoint • Sharepoint (codeMantra, (codeMantra, • Proprietary • Proprietary Ingram, etc.) Ingram, etc.) databases with real- databases with real- • Workflow solutions • Workflow solutions time calls or time calls or (e.g., K4) (e.g., K4) • In-house (e.g. • In-house (e.g. periodic feeds periodic feeds MarkLogic) MarkLogic) 17
  • 18. Cross-platform usually requires some new tools Content editors Post production tools Relevant technologies XMLSpy XML Validators XML StylusStudio DTD Validators XSLT Dreamweaver Converters - XML to DTD XPath EditiX Converters - DTD to XML XSL-FO oXygen ESB DTD XMLWriter eBook Readers XML Schemas Liquid Etc… XML Namespaces Adobe InDesign XQuery Wordpress EPub PressBooks PDF RSS Adapted from work by Steve Waldron, Klopotek NA
  • 19. Managing and applying transforms Why style sheets? They are the PDF, PDF, tool that makes “write once, read print print XSL-FO many” possible … XSL-FO XSL-FO POD POD Large Large XSLT print print XSLT XSLT XSL-FO XSLT XSLT XSLT Othe Othe CSS Mobi Mobi r* r* etc. etc. *Chunked, recombinant or annotated content 19
  • 20. Style sheets lower per-page prep costs Stylesheets Simple = $550 Moderate = $1500 Complex = $2500 Highly complex = $5K - $10K Composition $.50 - $4.25 Adapted from work by Rebecca Goldthwaite, Cengage Learning 20
  • 21. The payoff is volume-related Adapted from work by Rebecca Goldthwaite, Cengage Learning 21
  • 22. How do I obtain a return on my investment? 22
  • 23. 23
  • 24. 24
  • 25. 25
  • 26. Content aggregation Custom publishing Digital marketing 26
  • 27. 27
  • 28. How do I get started? Contracts & Production Production or Marketing & Acquisition agreements Editorial editorial operations sales Develop Integrate Confirm Work with Manage and Use tags to author rights additional editors to tag apply help target guidelines information downstream and “chunk” transforms audiences with content uses Implement Apply style Work with Content- Word With authors, sheets solutions specific templates tag for providers SEO/SEM using XML meaning Implement functionality and maintain Monitor version search and Keywords control keyword use to inform upstream tagging 28
  • 29. Best ways to save on implementation • Begin with the end in mind (plan first) • Commit to sustained change over a period of time • Remember that it’s not (just) about technology Successful implementation starts with effective planning. Here are five planning and seven implementation “best practices” to keep in mind as you develop more agile content workflows. 29
  • 30. Begin with the end in mind … Planning Implementation  Establish and evaluate member  Obtain and maintain operating buy- requirements in, support and dialogue  Assess your processes across  Rank association benefits and functions and handoffs measure progress openly  Model both current (operational)  Plan for early wins, ideally spread and future (strategic) benefits across multiple functions  Solicit senior-level support for  Exploit the value of prototyping sustained change  Capture and share deep content  Determine the point at which you knowledge want to “start” being agile  Foster and communicate objective measurements  Capitalize on the value of new, downstream uses 30
  • 31. Commit to sustained change … Planning Implementation  Establish and evaluate member  Obtain and maintain operating buy- requirements in, support and dialogue  Assess your processes across  Rank association benefits and functions and handoffs measure progress openly  Model both current (operational)  Plan for early wins, ideally spread and future (strategic) benefits across multiple functions  Solicit senior-level support for  Exploit the value of prototyping sustained change  Capture and share deep content  Determine the point at which you knowledge want to “start” being agile  Foster and communicate objective measurements  Capitalize on the value of new, downstream uses 31
  • 32. Remember that it’s not (just) about tech … Planning Implementation  Establish and evaluate member  Obtain and maintain operating buy- requirements in, support and dialogue  Assess your processes across  Rank association benefits and functions and handoffs measure progress openly  Model both current (operational)  Plan for early wins, ideally spread and future (strategic) benefits across multiple functions  Solicit senior-level support for  Exploit the value of prototyping sustained change  Capture and share deep content  Determine the point at which you knowledge want to “start” being agile  Foster and communicate objective measurements  Capitalize on the value of new, downstream uses 32
  • 33. Planning and implementation, by function Bring the planning and implementation checklists to life: “What do I need to know to do this right?” Provide examples of what agile can do and how to get started Describe best and emerging practices in agile; provide skills and arguments to help convince others to participate 33
  • 34. So if you are looking to … Goal Keep in mind Repurpose • Tie plans back to pain points, where applicable content • Buy/develop XSLT and XSL-FO tools that can be shared, adapted • Simplify: make content files that support multiple uses Create related • Capture and share deep subject knowledge “chunks” • Prototype and test (make many small mistakes, not one big one) • Test pricing where you can (not an agile suggestion, but …) Create • Survey (be mindful that the expressed need may not be there) expanded • Engage both editors and membership staff (break down silos) editions Develop or use • To take advantage of app readers, ask for standards (typically mobile apps HMTL5) and structure content so that it can be ported easily. • For smaller associations, app development may not be a priority 34
  • 35. Other operational improvements Goal Keep in mind Improve internal • Catalog pain points (file maintenance, retrieval, versioning, etc.) processes • Be clear where tools help (versus workflow improvement alone) • Focused projects: short or prototyped; senior and operating support; look for early wins Produce more • Figure out the formats first (POD, large print, etc.) formats • Buy, borrow or develop XSLT and XSL-FO tools that can be shared or easily adapted • Simplify: make XML files that support seamless downstream use Streamline • Standard formats, particularly EPUB, exist digital book • If you need to support more than EPUB, buy, borrow or create production transforms that can be reused across titles 35
  • 36. Useful links • http://bit.ly/ahxDGi (link to XML and related glossaries) • http://www.idpf.org (standards, EPUB) • brian.oleary@magellanmediapartners.com • @brianoleary (Twitter) • www.linkedin.com/in/brianfoleary (LinkedIn) 36

Hinweis der Redaktion

  1. In preparing for today ’s session, one of the questions asked was, in effect …. Short answer is “no” It ’s not just about XML, though
  2. There ’s a lot of survey data, and I’m happy to provide links, but in the interest of time, a bottom line