Session delivered at ARMA IM Days - Ottawa /National Capital Region chapter event by Cheryl McKinnon. Outlines importance of open standards and open source for organizations who need to take control of their ECM/IM roadmap.
Streamlining Your Accounting A Guide to QuickBooks Migration Tools.pptx
ARMA IM Days "Open source and open standards"
1. Open Source and Open Standards:
The Next Generation of Information
and Content Management?
ARMA NCR - IM Days
Ottawa - November 2011
Cheryl McKinnon
Founder/President Candy Strategies Inc.
Cheryl@CandyStrategies.com www.candystrategies.com
@CherylMcKinnon
Friday, November 25, 2011
3. Open Standards in IM
• Information Management professionals
who are serious about digital preservation
in today’s knowledge economy need to be
diligent
• Preservation
• Metadata
• Interoperability and Portability
Friday, November 25, 2011
4. What About Preservation?
• How do we ensure this era of Information
Overload doesn’t become the Dark Ages 2.0?
• Non-vendor controlled file formats
• Independent from operating systems or
hardware platforms
• Can live outside of digital rights lockdown
for appropriate preservation and
educational uses
Friday, November 25, 2011
5. Open Standards for Preservation
• A long way to go...but:
• PDF/A and ODF are a start
• Public sector has lead the charge in this
area
• PDF/A an ISO Standard
• Ability to mandate and encourage open
standards adoption
Friday, November 25, 2011
6. Open Standards for Metadata
• Dublin Core
• Wide adoption for these standard metadata
elements in content management and
library systems
• XML
• W3C consortium
• Machine and Human Readable textual data
format
Friday, November 25, 2011
7. Open Standards for Interoperability
• CMIS (Content Management
Interoperability Services)
• OASIS managed with active
participation from AIIM
• OpenSocial
• Interoperability across collaboration
and social network products
• “Gadget” metaphor inspired by
Google
• An Open API not a formal standard
Friday, November 25, 2011
8. Open Standards and
Open Source are
Changing the Information
Management Industry
Friday, November 25, 2011
9. What is Open Source?
• Definition emerged 1998 - with a new model of software
development and release - Mozilla (Netscape Navigator)
• Roots back to 1980s - Free Software Foundation
• Practices rooted in development that evolved into the internet
• 1960s/70s - early example of open, participatory software
development
• 1998 - Founding of Open Software Initiative
• consistent terminology, sanctioned software license
agreements, definitions and practices
• http://opensource.org/
Friday, November 25, 2011
10. What is Open Source?
• Simply?
• A way a software developer (a vendor or a community)
licenses and distributes its source code
• No charge for the software, availability of code,
welcomes contributions, no restrictions on how
software is used
• Variety of individual license agreements govern how it is
distributed or used inside other products.
• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...
Friday, November 25, 2011
12. Background
• Original Concept in 2006
• Kick off meeting - vendors,
academics, end-users
• Three vendors created their
own project
• Microsoft, EMC, IBM
Friday, November 25, 2011
13. Background
• Draft specification
submitted to OASIS in 2008
• Strong participation and
collaboration among 19
vendors
• Final public draft in January
2010 with Ratification on
May 4, 2010
• Planning for Next Version in
Progress - discussions
including Records
Management
Friday, November 25, 2011
14. CMIS: Why and What is it?
• Statement of Purpose
• Define a domain model that can be used by
applications to work with one or more Content
Management systems
• Data Model, Abstract Capabilities, Set of
Bindings
• Problem of “islands of incompatible
systems” making it difficult for organizations
and application developers to integrate
content across and among systems
Friday, November 25, 2011
15. CMIS: Why and What?
• Use Cases for CMIS 1.0
• Collaborative Content Applications
• Portals Leveraging Content Management
Repositories
• Mashups
• Content Repository Search
• http://www.oasis-open.org/committees/
cmis/charter.php
Friday, November 25, 2011
16. CMIS: Why and What?
• Secondary Use Cases • Not in 1.0 Scope
• Content-centric
• RM and
Workflow and
BPM
Compliance
• Archival • DAM
Applications
• WCM
• Compound and
Virtual Documents
• Subscription
and Notification
• Electronic and
Legal Discovery
Friday, November 25, 2011
17. CMIS 1.0
CMIS Client: Portal, Scan/Capture,
Content and Business Applications
Documents Metadata CRUD operations Filing
Folders Query : CMISQL
Checkin, Checkout Relations
Versions ACL Renditions
REST (AtomPub) or
SOAP
EMC/
IBM/Filenet Nuxeo Documen- Sharepoint Alfresco ...
tum
Friday, November 25, 2011
19. Harvesting the Content Silos
• Finding the common ground across
Content Management Repositories
• Technical Use Cases
• Federated Repositories
• Repository to Repository
• Application to Repository
• http://www.slideshare.net/
pie1120/the-point-of-the-
content-interoperability-
services-cmis-standard
Friday, November 25, 2011
20. Harvesting the Content Silos
• Federated Repositories
• Ability to use and consume content across
multiple repositories
• Appears to end user as one cohesive system
• Ability to build single UI to access content in
across multiple repositories - entirely
different ECM products
Friday, November 25, 2011
21. Harvesting the Content Silos
• Repository to Repository
• Publish a document from one repository to another
• Example: a document in an ECM system published
to a WCM upon approval
• Manage corporate records from one centralized
repository
• Access business records from multiple document
repositories in one records system for consistent
retention, disposition
Friday, November 25, 2011
22. Harvesting the Content Silos
• Application to Repository
• Use and consume managed content
across other line of business applications
• ERP, CRM, case management systems,
collaboration tools
• Let content flow across its natural
horizontal business lifecycle
Friday, November 25, 2011
24. ECM Becomes a Platform for
Content Applications
• CMIS opens the door to meaningful
consumption of content across business
processes
• Fast Integrations
• Generic deployments of basic document
management often don’t meet business
requirements
• Compliance cudgel often doesn’t work
• Productivity is back on the front-burner
Friday, November 25, 2011
25. ECM Becomes a Platform for
Content Applications
• Vendors with cohesive platforms may be
able to be most creative with CMIS
• ECM vendors will need to differentiate in
new ways
• Suite vendors that assembled portfolio via
acquisition will take longer to take full
advantage of CMIS
• Inconsistent architectures and
integrations
Friday, November 25, 2011
26. ECM Becomes a Platform for
Content Applications - Mobile
• Content Management Goes
Mobile
• Android CMIS Browser
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
Friday, November 25, 2011
27. ECM Becomes a Platform for
Content Applications - Web
• Content Engine
behind WCM /
Portal Systems
• Drupal
• Liferay
• Nuxeo
• Alfresco
• eZ Systems
• ....More
Friday, November 25, 2011
28. ECM Becomes a Platform for
Content Applications - Process
• Business
Process
Management
• Access
content
stored in
ECM
repositories
via CMIS
• BonitaSoft
Friday, November 25, 2011
29. ECM Becomes a Platform for
Content Applications - Capture
• Document Capture
and Scanning
• Mailroom
automation
• Forms
Processing
• Backfile
conversions
• Ephesoft
Friday, November 25, 2011
32. Transporting the Digital Goods
• Line of Business and ECM Applications carry business
content
• Goods and Services are bought, sold and contracted
electronically
• Interoperable systems (ERP, WCM, eCommerce, BPM
and Workflow, ECM) need to let electronic content
move across business processes
• Reluctance to adopt basic Document Management
interoperability standards is a repeat of the Rail Gauge
Debates of the 1800s
Friday, November 25, 2011
33. How Does Open Source
Help Shape the Future of
Information Management?
Friday, November 25, 2011
34. Benefits from Open Source
• Organizations Can Begin their Information
Management Project
• Start Testing, Prototyping without Significant
Financial Investment
• Lingering Perception of the Hobbyist or Part Time
Developer is Ready for the History Books
• Mature Products, Strong Vendor Support Backing
Friday, November 25, 2011
35. Benefits from Open Source
• Community Strength for Knowledge Sharing and
Quick Responses
• Enterprise 2.0 in Action
• Organizations can Take Back Control of their Own
ECM Roadmaps
• Access to code, marketplaces, module exchange
with peers, partners or supply chain
• Huge Opportunity for Shared Services
Friday, November 25, 2011
36. Benefits from Open Source
• Brings ECM and Information Management to
organizations of all sizes and budgets
• The Web opened the door to opportunities for
new and innovative companies to communicate
and do business globally
• Democratization of opportunity means
Democratization of risk
• ECM no longer available to only those
organizations with large IT budgets
Friday, November 25, 2011
37. Canada Is Lagging on Acceptance
• UK Government
• 2010 Cabinet Office Memo on Open Source
• 2011 Open Source Procurement Toolkit
• 2011 ICT Cabinet Statement that Open Source is Secure
• US Government - Department of Defense
• 2009 Memo from CIO on Open Source
• 2011 Lessons Learned Report
• Australia
• 2011 Australian Government Policy on Open Source Software
Friday, November 25, 2011
38. From Information Overload to
Dark Ages 2.0?
http://opensource.com/life/10/10/information-overload-dark-ages-20
Friday, November 25, 2011
39. Thank You
Questions?
ARMA NCR - IM Days
Ottawa - November 2011
Cheryl McKinnon
Founder/President Candy Strategies Inc.
Cheryl@CandyStrategies.com www.candystrategies.com
@CherylMcKinnon
Friday, November 25, 2011