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Exploring the
    Information Ecosystem
        with Rob Hanna CIP
          STC Associate Fellow
       Senior Information Architect




                         Transforming Knowledge into Performance


1
Your Speaker: Rob Hanna CIP
    A technical communicator with 15
    years experience specializing in
    structured
    authoring, DITA/XML, and content
    management
     • Senior Information Architect
     • AIIM Certified Information
       Professional
     • OASIS DITA TC Member
     • STC Associate Fellow
     • STC Certification Commission
       Vice-Chairman



2
Who is Innovatia?
    Innovatia’s integrated knowledge
    management solutions include four
    core competencies:

     • Training

     • Documentation

     • Product Solutions

     • Technical Support


           We design, create, and deliver knowledge solutions that
         include documentation, training, technical support services
              and knowledge management professional services.



3
Agenda
    •   Introduction
    •   Information in the Ecosystem
    •   Information Behaviors
    •   Information is what information does
    •   Information Models
    •   Enterprise Content Metamodel




4
Understanding where information lives

    INFORMATION IN THE
    ECOSYSTEM

5
Metaphors for explaining information
    Many metaphors exist to explain information
     • Building architecture
     • Chemistry
     • Ecology




6
Information is organic
    An organism is defined as
     • a complex system having properties and functions
       determined not only by the properties and relations of
       its individual parts, but by the character of the whole
       that they compose and by the relations of the parts to
       the whole.
    An ecosystem is defined as
     • a system formed by the interaction of a community of
       organisms with their environment. Ecosystems are
       generally hierarchical ranging from very focused
       microecosystems to global macroecosystems.




7
Information is the product of an organic mind
    Why is it important to understand how the mind
    processes information we create?
     • More information in a single edition of today’s New York
       Times than a person in the 17th century would have been
       exposed to in an entire lifetime (Richard Wurman)
     • As technical communicators, we must find more
       efficient means for conveying information without
       distracting the user from the product




8
What behaviors characterize content and information?

    INFORMATION BEHAVIORS


9
Information properties and behaviors
     Structured information possesses several common
     distinguishable properties and behaviors
      • Structured information properties are described by their
        semantic internal substructures and metadata
      • Structured information is
         −   Modular
         −   Traceable
         −   Recursive
         −   Patterned
         −   Process-driven




10
Topic-based Content Lifecycle




                         Repository:       Output:
      Input: Topics
                      Information Core   Information
                                           Product

11
Reusability




12
Traceability




13
How do I define information?

     INFORMATION IS WHAT
     INFORMATION DOES

14
What does information do?
     Among the functions information performs are
      • to instruct
      • to explain
      • to describe
      • to advise
      • to relate
      • to recount




15
Understanding structured and narrative content

     TO PERSUADE OR TO INFORM


16
Language Arts
 Language Arts for Personal           Language Arts for
 Response                             Information
 To emotionally engage the reader     To convey information that
 Techniques:                          readers need to use
     • narrative style                Techniques:
     • varied vocabulary & sentence    •   consistent modular structure
       structure                       •   concise, direct vocabulary
     • withholding information         •   use of graphics
     • Writer driven                   •   Reader driven
 Meant to be READ                     Meant to be USED




17
Ikea Instructions: LAFI




18
Ikea Instructions: LAFPR
     If novelist Michael Ondaatje wrote Ikea instructions ….
      • The eel-shaped talisman squirms inside the raspy
        recycled box. A series of quarter turns – clock hands
        marking time – bonds back to base. An alphabet of
        connections in English and French. A into groove B. C
        slots into D. Chipboard credenza communicating
        Swedish hegemony.
          − Author/parodist: Geoff Thomas
            Globe & Mail, August 27, 2009




19
The job application

     The resume is    The cover letter is
      • Structured     • Persuasive
      • Semantic       • Narrative
      • Reusable       • Addressed to the
      • Parsable         reader
              LAFI            LAFPR




20
Walk through information models for structured content

     INFORMATION MODELS


21
Information models
     Many information models exist to classify and organize
     information
      • Darwin Information Typing Architecture (DITA)
      • Information Mapping™
      • S1000D
      • Zachman Framework




22
DITA 1.0 Information Model

 DITA was designed to support          Alarm Clock User Guide
 Task-based authoring
 methodology for end-user                   About Alarm Clocks
 documentation
                                            Setting Clock
 This approach consists primarily
 of identifying specific tasks users        Setting Wake Up Alarm
 need to perform to be successful
 with their product                                Setting Radio Alarm

 Concept and reference                                  Radio Settings
 information is added to
 supplement the tasks and give              Installing Batteries
 the user better understanding of
 the product to improve likelihood                 Battery Specifications

 of success

23
Information Mapping™
     Robert E. Horn at Columbia
     and Harvard Universities
     Core of the method
     developed.
      • 1966: First practical
        application of method
      • An information retrieval
        system to inform
        organizations of Federal
        funding in Great Society
        programs



24
A New Way of Thinking
     Information Mapping is software for the brain


           Cognitive                             Message
          Psychology                              Design



         Instructional                          Human Factors
           Systems                               Engineering
            Design

      Documentation                             Programmed
         Writing                                  Learning
        Research




25
Information Types (1 Block = 1 Purpose)
     Categorize information based on its purpose for the
     user
     Answer all user questions on any topic
     Defined by one of six Information Types




26
Information Types

     User question               Information Type
     “What is the (value)?”      Fact
     “What must I do?”           Principle
     “How do I do it?”           Procedure
     “How does it work?”         Process
     “What does it look like?”   Structure
     “What is it?”               Concept



27
Modeling information on how it behaves

     ENTERPRISE CONTENT
     METAMODEL

28
Origins of the Enterprise Content Metamodel
     • Developed in 2003 for Canadian Tire IT
     • Presented in Seattle at STC Summit
     • Used to help guide development of business documents
       in OASIS




29
Enterprise Content Metamodel
                            Why?         Objective




                                                                                         Standard DITA
                                               How?
                                                                                          Metamodel
       Who?                  Resource    Concept      Requirement           What?



                                        Governance




       Ability               Activity      Task        Reference                Design




     Where?      Resource      Event      Event         Event       Objective   When?



30
Task-based Information

 The Task information type    Concept     Activity describes what is to
 is central to the model                  be performed by the Task
 Task describes how                       Governance describes
 something is performed                   limitations on the Task
 Reference describes the                  Concept provides terms for
                             Governance
 tools used in the Task                   Governance
 Task produces an Event


                Activity        Task           Reference




                               Event



31
Resource-based Information

                                                      Concept




                     Resource                        Governance




                                          Activity     Task       Reference




                                                       Event




                                 Activity describes what is
                                 to be performed
                                 Activity is performed by
                                 a Resource
         Ability      Activity   Activity requires a
                                 certain Ability
                                 Resource possesses given
                                 Ability



32
Product-based Information

               Resource    Concept




                          Governance               Requirement
     Ability   Activity     Task       Reference




                            Event




 Reference describes a
 tool and its benefits and
 features
 Design describes how the
 tool is built to
 Requirements                                       Reference    Design

 Requirement governs
 Design and functionality




33
Business-based Information

 Objective describes
                             Objective
 the goals, business
 reasons, or mission
 affecting change




              Resource       Concept               Requirement



 Resources, Concepts, and Requirements
 are suited to meet an Objective
                                                      Resource    Concept     Requirement




                                                                 Governance



 Objectives may be related to previous
 Events
                                         Ability      Activity     Task        Reference    Design




                                                                   Event




34
Conclusions
     Understanding the nature of information will make us
     more effective technical communicators
      • Structured information (LAFI) has specific properties
        and behaviors distinct from narrative content (LAFPR)
      • Information typing has vast potential to organize
        content into structures that are more easily processed
        for comprehension
      • The Enterprise Content Metamodel organizes topic-
        based information according to how it interacts with
        other information in the ecosystem




35
Innovatia is hiring!
     We want team players who:
      • overcome obstacles using a
        tried-and-true mix of
        experience and education
      • solve problems in
        surprising, creative ways
      • build solutions that strategically
        incorporate new technologies         We need
      • think about the big picture           • Senior Writers
        while maintaining a laser focus
        on getting the details right.         • Intermediate Writers
                                              • Documentation Manager
                                             Visit www.innovatia.net


36

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Exploring the Information Ecosystem

  • 1. Exploring the Information Ecosystem with Rob Hanna CIP STC Associate Fellow Senior Information Architect Transforming Knowledge into Performance 1
  • 2. Your Speaker: Rob Hanna CIP A technical communicator with 15 years experience specializing in structured authoring, DITA/XML, and content management • Senior Information Architect • AIIM Certified Information Professional • OASIS DITA TC Member • STC Associate Fellow • STC Certification Commission Vice-Chairman 2
  • 3. Who is Innovatia? Innovatia’s integrated knowledge management solutions include four core competencies: • Training • Documentation • Product Solutions • Technical Support We design, create, and deliver knowledge solutions that include documentation, training, technical support services and knowledge management professional services. 3
  • 4. Agenda • Introduction • Information in the Ecosystem • Information Behaviors • Information is what information does • Information Models • Enterprise Content Metamodel 4
  • 5. Understanding where information lives INFORMATION IN THE ECOSYSTEM 5
  • 6. Metaphors for explaining information Many metaphors exist to explain information • Building architecture • Chemistry • Ecology 6
  • 7. Information is organic An organism is defined as • a complex system having properties and functions determined not only by the properties and relations of its individual parts, but by the character of the whole that they compose and by the relations of the parts to the whole. An ecosystem is defined as • a system formed by the interaction of a community of organisms with their environment. Ecosystems are generally hierarchical ranging from very focused microecosystems to global macroecosystems. 7
  • 8. Information is the product of an organic mind Why is it important to understand how the mind processes information we create? • More information in a single edition of today’s New York Times than a person in the 17th century would have been exposed to in an entire lifetime (Richard Wurman) • As technical communicators, we must find more efficient means for conveying information without distracting the user from the product 8
  • 9. What behaviors characterize content and information? INFORMATION BEHAVIORS 9
  • 10. Information properties and behaviors Structured information possesses several common distinguishable properties and behaviors • Structured information properties are described by their semantic internal substructures and metadata • Structured information is − Modular − Traceable − Recursive − Patterned − Process-driven 10
  • 11. Topic-based Content Lifecycle Repository: Output: Input: Topics Information Core Information Product 11
  • 14. How do I define information? INFORMATION IS WHAT INFORMATION DOES 14
  • 15. What does information do? Among the functions information performs are • to instruct • to explain • to describe • to advise • to relate • to recount 15
  • 16. Understanding structured and narrative content TO PERSUADE OR TO INFORM 16
  • 17. Language Arts Language Arts for Personal Language Arts for Response Information To emotionally engage the reader To convey information that Techniques: readers need to use • narrative style Techniques: • varied vocabulary & sentence • consistent modular structure structure • concise, direct vocabulary • withholding information • use of graphics • Writer driven • Reader driven Meant to be READ Meant to be USED 17
  • 19. Ikea Instructions: LAFPR If novelist Michael Ondaatje wrote Ikea instructions …. • The eel-shaped talisman squirms inside the raspy recycled box. A series of quarter turns – clock hands marking time – bonds back to base. An alphabet of connections in English and French. A into groove B. C slots into D. Chipboard credenza communicating Swedish hegemony. − Author/parodist: Geoff Thomas Globe & Mail, August 27, 2009 19
  • 20. The job application The resume is The cover letter is • Structured • Persuasive • Semantic • Narrative • Reusable • Addressed to the • Parsable reader LAFI LAFPR 20
  • 21. Walk through information models for structured content INFORMATION MODELS 21
  • 22. Information models Many information models exist to classify and organize information • Darwin Information Typing Architecture (DITA) • Information Mapping™ • S1000D • Zachman Framework 22
  • 23. DITA 1.0 Information Model DITA was designed to support Alarm Clock User Guide Task-based authoring methodology for end-user About Alarm Clocks documentation Setting Clock This approach consists primarily of identifying specific tasks users Setting Wake Up Alarm need to perform to be successful with their product Setting Radio Alarm Concept and reference Radio Settings information is added to supplement the tasks and give Installing Batteries the user better understanding of the product to improve likelihood Battery Specifications of success 23
  • 24. Information Mapping™ Robert E. Horn at Columbia and Harvard Universities Core of the method developed. • 1966: First practical application of method • An information retrieval system to inform organizations of Federal funding in Great Society programs 24
  • 25. A New Way of Thinking Information Mapping is software for the brain Cognitive Message Psychology Design Instructional Human Factors Systems Engineering Design Documentation Programmed Writing Learning Research 25
  • 26. Information Types (1 Block = 1 Purpose) Categorize information based on its purpose for the user Answer all user questions on any topic Defined by one of six Information Types 26
  • 27. Information Types User question Information Type “What is the (value)?” Fact “What must I do?” Principle “How do I do it?” Procedure “How does it work?” Process “What does it look like?” Structure “What is it?” Concept 27
  • 28. Modeling information on how it behaves ENTERPRISE CONTENT METAMODEL 28
  • 29. Origins of the Enterprise Content Metamodel • Developed in 2003 for Canadian Tire IT • Presented in Seattle at STC Summit • Used to help guide development of business documents in OASIS 29
  • 30. Enterprise Content Metamodel Why? Objective Standard DITA How? Metamodel Who? Resource Concept Requirement What? Governance Ability Activity Task Reference Design Where? Resource Event Event Event Objective When? 30
  • 31. Task-based Information The Task information type Concept Activity describes what is to is central to the model be performed by the Task Task describes how Governance describes something is performed limitations on the Task Reference describes the Concept provides terms for Governance tools used in the Task Governance Task produces an Event Activity Task Reference Event 31
  • 32. Resource-based Information Concept Resource Governance Activity Task Reference Event Activity describes what is to be performed Activity is performed by a Resource Ability Activity Activity requires a certain Ability Resource possesses given Ability 32
  • 33. Product-based Information Resource Concept Governance Requirement Ability Activity Task Reference Event Reference describes a tool and its benefits and features Design describes how the tool is built to Requirements Reference Design Requirement governs Design and functionality 33
  • 34. Business-based Information Objective describes Objective the goals, business reasons, or mission affecting change Resource Concept Requirement Resources, Concepts, and Requirements are suited to meet an Objective Resource Concept Requirement Governance Objectives may be related to previous Events Ability Activity Task Reference Design Event 34
  • 35. Conclusions Understanding the nature of information will make us more effective technical communicators • Structured information (LAFI) has specific properties and behaviors distinct from narrative content (LAFPR) • Information typing has vast potential to organize content into structures that are more easily processed for comprehension • The Enterprise Content Metamodel organizes topic- based information according to how it interacts with other information in the ecosystem 35
  • 36. Innovatia is hiring! We want team players who: • overcome obstacles using a tried-and-true mix of experience and education • solve problems in surprising, creative ways • build solutions that strategically incorporate new technologies We need • think about the big picture • Senior Writers while maintaining a laser focus on getting the details right. • Intermediate Writers • Documentation Manager Visit www.innovatia.net 36