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          Enterprise	
  Knowledge	
  Management	
  
                            with	
  	
  
            Wikidsmart®1	
  and	
  Confluence®2	
  




	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
1	
  Wikidsmart	
  is	
  a	
  trademark	
  of	
  zAgile	
  Inc.	
  
2	
  Confluence	
  is	
  a	
  trademark	
  of	
  Atlassian	
  Pvt.	
  Ltd.	
  

	
  
All	
  other	
  names	
  mentioned	
  in	
  this	
  document	
  are	
  trademarks	
  of	
  their	
  respective	
  companies.	
  	
  	
  
	
  
©	
  Copyright	
  zAgile	
  Inc.	
  2011.	
  	
  All	
  information	
  contained	
  in	
  this	
  document	
  is	
  subject	
  to	
  change	
  
without	
  notice.	
  	
  No	
  parts	
  of	
  this	
  document	
  may	
  be	
  reproduced	
  in	
  any	
  form	
  without	
  the	
  prior	
  written	
  
permission	
  of	
  zAgile	
  Inc.,	
  101	
  California	
  Street,	
  Suite	
  2450,	
  San	
  Francisco,	
  CA	
  94111	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                                                                                                             1	
  
 
                                                                                        	
  

Summary .....................................................................................................................3	
  
Introduction.................................................................................................................4	
  
A	
  Few	
  Typical	
  Problems	
  with	
  Wikis ..............................................................................4	
  
The	
  Promise	
  of	
  Semantic	
  Wikis ....................................................................................6	
  
zAgile’s	
  Approach	
  to	
  Semantic	
  Enablement	
  of	
  Wikis ....................................................7	
  
Smart	
  ‘Semantic’	
  Templates.................................................................................................................................. 7	
  
Semantic	
  Macros ........................................................................................................................................................ 9	
  
Faceted	
  search ......................................................................................................................................................... 10	
  
SPARQL	
  Query.......................................................................................................................................................... 12	
  
Machine-­‐based	
  Annotation................................................................................................................................. 13	
  
Machine-­‐Readable	
  Content ................................................................................................................................ 14	
  
Wikidsmart	
  Architecture ............................................................................................15	
  
zAgile’s	
  Semantic	
  Repository............................................................................................................................. 15	
  
zAgile’s	
  Semantic	
  Interface	
  Layer	
  (zSLayer) .............................................................................................. 15	
  
zAgile’s	
  RPC	
  Server ................................................................................................................................................ 16	
  
zAgile’s	
  Semantic	
  Plugin	
  for	
  Confluence	
  (Wikidsmart) ......................................................................... 16	
  
Conclusion .................................................................................................................17	
  


	
  




copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                                                        2	
  
 


Summary	
  
Wikis	
  have	
  become	
  entrenched	
  in	
  the	
  enterprise	
  as	
  the	
  most	
  common	
  ‘groupware’	
  
application	
  for	
  collaboration	
  amongst	
  individuals	
  and	
  teams.	
  	
  They	
  are	
  easy	
  to	
  
acquire,	
  easy	
  to	
  setup,	
  and	
  easy	
  to	
  use	
  for	
  capturing	
  ad	
  hoc	
  content	
  that	
  teams	
  
desire	
  to	
  share	
  amongst	
  themselves.	
  	
  It	
  is	
  not	
  unusual	
  to	
  find	
  dozens	
  and	
  sometimes	
  
even	
  hundreds	
  of	
  wiki	
  instances	
  within	
  enterprises.	
  	
  Whether	
  it	
  is	
  Human	
  
Resources,	
  Sales,	
  Marketing,	
  or	
  IT,	
  teams	
  find	
  ways	
  of	
  leveraging	
  the	
  convenience	
  of	
  
wikis	
  to	
  publish	
  and	
  share	
  information	
  with	
  each	
  other.	
  	
  	
  
While	
  wikis	
  permeate	
  the	
  enterprise,	
  the	
  convenience	
  of	
  capturing	
  information,	
  the	
  
ad	
  hoc	
  nature	
  of	
  this	
  information	
  and	
  its	
  lack	
  of	
  structure	
  also	
  contribute	
  to	
  the	
  
general	
  failure	
  of	
  the	
  wiki	
  as	
  an	
  effective	
  information	
  collaboration	
  tool.	
  	
  As	
  the	
  
published	
  content	
  grows	
  into	
  hundreds	
  and	
  thousands	
  of	
  pages,	
  it	
  becomes	
  
increasingly	
  difficult	
  to	
  organize,	
  maintain,	
  access,	
  and	
  search.	
  	
  It	
  quickly	
  loses	
  
credibility	
  and	
  becomes	
  stale.	
  	
  Since	
  there	
  is	
  no	
  consistency	
  or	
  discipline	
  with	
  which	
  
information	
  must	
  be	
  published	
  or	
  organized,	
  different	
  groups	
  within	
  an	
  
organization	
  may	
  experience	
  varying	
  degrees	
  of	
  success	
  with	
  their	
  wiki.	
  	
  	
  
Traditional	
  wikis	
  also	
  present	
  additional	
  limitations	
  that	
  often	
  constrain	
  their	
  usage	
  
as	
  an	
  enterprise	
  groupware	
  application.	
  	
  These	
  constraints	
  are	
  not	
  a	
  critique	
  of	
  the	
  
inherent	
  design	
  of	
  the	
  wiki	
  since	
  it	
  was	
  intended	
  as	
  a	
  simple	
  tool	
  for	
  allowing	
  people	
  
to	
  capture	
  information.	
  	
  We	
  discuss	
  them	
  mostly	
  in	
  the	
  context	
  of	
  the	
  evolution	
  of	
  
the	
  wiki	
  in	
  the	
  enterprise.	
  
For	
  example,	
  the	
  page-­‐paradigm	
  for	
  representing	
  content	
  or	
  information	
  does	
  not	
  
support	
  ‘formal	
  type’	
  declaration	
  of	
  specific	
  content	
  in	
  a	
  page	
  or	
  capturing	
  any	
  
classification	
  or	
  taxonomic	
  relationship	
  between	
  pages	
  of	
  information.	
  	
  Rather,	
  it	
  
restricts	
  the	
  organization	
  to	
  simple	
  page-­‐level	
  hierarchies.	
  	
  In	
  multi-­‐dimensional	
  
taxonomies,	
  it	
  should	
  even	
  be	
  possible	
  for	
  a	
  page	
  to	
  be	
  represented	
  in	
  more	
  than	
  
one	
  classification	
  scheme.	
  	
  And	
  what	
  about	
  inheritance	
  where	
  information	
  in	
  a	
  
page	
  may	
  draw	
  from	
  that	
  already	
  represented	
  in	
  the	
  parent	
  page?	
  	
  or	
  somewhere	
  
else	
  external	
  to	
  the	
  wiki?	
  
Many	
  commercial	
  wikis	
  support	
  information	
  integration	
  from	
  external	
  sources	
  
through	
  mashups.	
  	
  However,	
  the	
  context	
  of	
  such	
  integration	
  is	
  implied	
  based	
  on	
  its	
  
location	
  rather	
  than	
  through	
  any	
  formal	
  interpretable	
  relationship	
  with	
  the	
  page	
  
where	
  it	
  renders.	
  	
  There	
  is	
  no	
  inherent	
  capability	
  of	
  dynamically	
  integrating	
  content	
  
from	
  external	
  applications	
  based	
  upon	
  page-­‐level	
  context.	
  
Wikis	
  do	
  not	
  support	
  any	
  federation	
  of	
  content.	
  	
  When	
  there	
  are	
  hundreds	
  of	
  wikis	
  
in	
  an	
  enterprise,	
  there	
  is	
  no	
  mechanism	
  for	
  sharing	
  information	
  across	
  them.	
  	
  Wikis	
  
in	
  such	
  scenarios	
  represent	
  team-­‐level	
  and	
  department-­‐level	
  information	
  silos.	
  	
  	
  



copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                              3	
  
 
In	
  spite	
  of	
  these	
  shortcomings,	
  wikis	
  have	
  the	
  potential	
  to	
  become	
  an	
  Information	
  
or	
  Knowledge	
  Portal	
  within	
  an	
  enterprise	
  and	
  its	
  users	
  demand	
  it.	
  	
  The	
  emergence	
  
of	
  semantic	
  technologies,	
  particularly	
  as	
  applied	
  to	
  wikis	
  (aka	
  Semantic	
  Wikis)	
  has	
  
gone	
  a	
  long	
  way	
  to	
  address	
  these	
  gaps.	
  	
  Here,	
  we	
  describe	
  the	
  current	
  limitations	
  of	
  
wikis	
  and	
  how	
  zAgile’s	
  Wikidsmart	
  semantic	
  technology	
  provides	
  ways	
  of	
  
overcoming	
  them,	
  specifically	
  in	
  the	
  context	
  of	
  Atlassian’s	
  Confluence	
  enterprise	
  
wiki.	
  	
  


Introduction	
  
Wikis	
  have	
  become	
  entrenched	
  in	
  the	
  enterprise	
  as	
  the	
  most	
  common	
  ‘groupware’	
  
application	
  for	
  collaboration	
  amongst	
  individuals	
  and	
  teams.	
  	
  They	
  are	
  easy	
  to	
  
acquire,	
  easy	
  to	
  setup,	
  and	
  easy	
  to	
  use	
  for	
  capturing	
  ad	
  hoc	
  content	
  that	
  teams	
  
desire	
  to	
  share	
  amongst	
  themselves.	
  	
  It	
  is	
  not	
  unusual	
  to	
  find	
  dozens	
  and	
  sometimes	
  
even	
  hundreds	
  of	
  wiki	
  instances	
  within	
  enterprises.	
  	
  Whether	
  it	
  is	
  Human	
  
Resources,	
  Sales,	
  Marketing,	
  or	
  IT,	
  teams	
  across	
  the	
  organization	
  find	
  ways	
  of	
  
leveraging	
  the	
  convenience	
  of	
  wikis	
  to	
  publish	
  and	
  share	
  information	
  with	
  each	
  
other.	
  	
  	
  
While	
  wikis	
  permeate	
  the	
  enterprise,	
  the	
  convenience	
  of	
  capturing	
  information,	
  the	
  
ad	
  hoc	
  nature	
  of	
  this	
  information	
  and	
  its	
  lack	
  of	
  structure	
  also	
  contribute	
  to	
  the	
  
failure	
  of	
  the	
  wiki	
  as	
  an	
  effective	
  information	
  collaboration	
  tool.	
  	
  As	
  the	
  published	
  
content	
  grows	
  into	
  hundreds	
  and	
  thousands	
  of	
  pages,	
  it	
  becomes	
  increasingly	
  
difficult	
  to	
  organize,	
  maintain,	
  access,	
  and	
  search.	
  	
  It	
  quickly	
  loses	
  credibility	
  and	
  
becomes	
  stale.	
  	
  Since	
  there	
  is	
  no	
  consistency	
  or	
  discipline	
  with	
  which	
  information	
  
must	
  be	
  published	
  or	
  organized,	
  different	
  groups	
  within	
  an	
  organization	
  may	
  
experience	
  varying	
  degrees	
  of	
  success	
  with	
  their	
  wiki.	
  	
  	
  


A	
  Few	
  Typical	
  Problems	
  with	
  Wikis	
  
Some	
  of	
  the	
  key	
  problems	
  that	
  users	
  face	
  with	
  enterprise	
  wikis	
  can	
  be	
  categorized	
  
into	
  the	
  following	
  major	
  areas:	
  
1. Content	
  Organization	
  is	
  limited	
  to	
  mostly	
  page-­‐level	
  hierarchies,	
  quite	
  analogous	
  to	
  
    binders	
  on	
  a	
  shelf.	
  Designing	
  and	
  maintaining	
  the	
  page	
  hierarchies,	
  cross-­‐referencing	
  
    pages	
  across	
  major	
  sections,	
  tracking	
  and	
  updating	
  them	
  with	
  the	
  most	
  current	
  
    information	
  and	
  maintaining	
  cross-­‐reference	
  links—all	
  require	
  significant	
  manual	
  
    processing.	
  For	
  example,	
  in	
  Confluence,	
  the	
  most	
  typical	
  method	
  of	
  content	
  
    organization	
  is	
  through	
  the	
  use	
  of	
  Spaces,	
  which	
  may	
  imply	
  or	
  mimic	
  some	
  topic,	
  
    team	
  or	
  department.	
  	
  	
  The	
  organization	
  of	
  a	
  space	
  or	
  its	
  contents	
  is	
  arbitrary.	
  	
  Any	
  
    type	
  of	
  organization	
  requires	
  significant	
  up	
  front	
  investment,	
  occasionally	
  leveraging	
  
    the	
  consulting	
  services	
  of	
  knowledge	
  management	
  experts.	
  	
  Conversely,	
  if	
  the	
  
    organization	
  of	
  wiki	
  content	
  structure	
  is	
  ad	
  hoc,	
  then	
  the	
  success	
  of	
  its	
  deployment	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                   4	
  
 
        declines	
  as	
  the	
  usage	
  and	
  adoption	
  grows.	
  
2. Content	
  Consistency	
  or	
  Integrity	
  can	
  only	
  be	
  achieved	
  through	
  diligent	
  effort.	
  
        Constantly	
  maintaining	
  and	
  updating	
  the	
  same	
  information	
  in	
  multiple	
  areas	
  of	
  the	
  
        wiki	
  is	
  often	
  unrealistic.	
  	
  As	
  a	
  result,	
  the	
  wiki	
  content	
  quickly	
  becomes	
  outdated	
  and	
  
        unreliable.	
  There	
  are	
  some	
  shortcuts	
  that	
  allow	
  for	
  the	
  inclusion	
  of	
  a	
  page	
  in	
  another	
  
        -­‐	
  but	
  this	
  forces	
  the	
  reusable	
  section	
  to	
  be	
  developed	
  as	
  a	
  separate	
  page.	
  	
  	
  While	
  
        content	
  management	
  is	
  certainly	
  the	
  responsibility	
  of	
  each	
  department	
  or	
  team,	
  the	
  
        need	
  to	
  maintain	
  its	
  integrity	
  and	
  freshness	
  varies	
  with	
  the	
  dedication	
  and	
  diligence	
  
        afforded	
  to	
  any	
  given	
  team.	
  	
  Hence,	
  the	
  lack	
  of	
  consistency	
  in	
  the	
  values	
  of	
  such	
  
        content	
  across	
  the	
  enterprise.	
  
3. 	
  Content	
  Categorization	
  may	
  be	
  implied	
  in	
  the	
  page	
  hierarchy	
  (or	
  Confluence	
  Spaces)	
  
        but	
  there	
  is	
  no	
  inherent	
  formal	
  structure	
  to	
  support	
  it.	
  Does	
  a	
  page	
  depict	
  a	
  
        requirement,	
  a	
  process,	
  profile	
  of	
  a	
  team	
  member,	
  an	
  invoice,	
  a	
  customer	
  account,	
  
        information	
  about	
  business	
  partners,	
  or	
  instructions	
  for	
  a	
  holiday	
  party??	
  	
  There	
  
        isn’t	
  a	
  way	
  to	
  structure	
  this	
  information	
  consistently	
  and	
  more	
  importantly—in	
  a	
  
        reusable	
  and	
  machine-­‐readable	
  format.	
  
4. 	
  Content	
  Attribution	
  reflects	
  some	
  information	
  or	
  knowledge	
  about	
  a	
  page,	
  i.e.	
  what	
  
        is	
  it	
  describing?	
  What	
  are	
  its	
  relationships	
  with	
  other	
  information	
  concepts?	
  You	
  
        may	
  be	
  able	
  to	
  glean	
  that	
  off	
  of	
  the	
  page	
  title,	
  its	
  place	
  in	
  the	
  page	
  hierarchy,	
  its	
  
        labels	
  or	
  its	
  Space	
  container—but	
  the	
  page	
  itself	
  does	
  not	
  contain	
  any	
  attribute-­‐level	
  
        information.	
  	
  Wikis	
  typically	
  provide	
  some	
  page-­‐level	
  metadata,	
  such	
  as	
  page	
  
        author,	
  creation	
  and	
  modification	
  timestamp,	
  and	
  tags.	
  	
  However,	
  they	
  lack	
  the	
  
        ability	
  to	
  capture	
  formal	
  attributes	
  associated	
  with	
  the	
  page	
  content.	
  	
  For	
  example,	
  
        if	
  a	
  page	
  represents	
  a	
  customer	
  account,	
  then	
  there	
  is	
  no	
  easy	
  to	
  way	
  to	
  provide	
  any	
  
        attributes	
  such	
  as	
  the	
  relationship	
  of	
  the	
  account	
  with	
  a	
  contact,	
  department,	
  or	
  
        industry	
  domain.	
  	
  	
  
5. 	
  Information	
  Access	
  may	
  be	
  accomplished	
  via	
  searching	
  the	
  content	
  or	
  page	
  labels	
  for	
  
        specific	
  matches,	
  navigating	
  through	
  the	
  space	
  and	
  page	
  hierarchies	
  or	
  looking	
  for	
  a	
  
        specific	
  page	
  title	
  or	
  a	
  URL.	
  	
  However,	
  wildcard	
  matches	
  to	
  character	
  strings	
  in	
  
        content	
  are	
  not	
  often	
  what	
  enterprise	
  users	
  desire.	
  	
  They	
  are	
  looking	
  for	
  a	
  specific	
  
        topic,	
  such	
  as	
  information	
  related	
  to	
  a	
  project,	
  document,	
  bug	
  or	
  account.	
  
        Furthermore,	
  since	
  there	
  is	
  no	
  support	
  for	
  formal	
  attribution,	
  there	
  is	
  no	
  way	
  to	
  
        search	
  the	
  context	
  of	
  the	
  page	
  itself,	
  for	
  example,	
  all	
  pages	
  relating	
  to	
  a	
  customer	
  
        account,	
  invoice,	
  project	
  or	
  release.	
  	
  Similarly,	
  all	
  pages	
  reviewed	
  by	
  J.	
  Smith	
  before	
  
        October	
  10,	
  2011	
  associated	
  with	
  Wikidsmart	
  project.	
  	
  This	
  limitation	
  results	
  in	
  
        imprecise	
  search	
  and	
  significant	
  amount	
  of	
  effort	
  on	
  the	
  part	
  of	
  the	
  users	
  to	
  locate	
  
        relevant	
  information	
  contained	
  in	
  wiki	
  pages.	
  	
  Of	
  course,	
  there	
  is	
  no	
  way	
  to	
  query	
  for	
  
        specific	
  information	
  on	
  a	
  page.	
  	
  For	
  example,	
  if	
  a	
  page	
  contains	
  a	
  list	
  of	
  use	
  cases	
  
        pertaining	
  to	
  a	
  feature	
  or	
  contacts	
  for	
  an	
  account,	
  it	
  isn’t	
  possible	
  to	
  access	
  a	
  specific	
  
        use	
  case	
  or	
  contact	
  information.	
  
6. 	
  Information	
  Integration	
  with	
  other	
  applications	
  and	
  vice	
  versa	
  is	
  mostly	
  limited	
  to	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                               5	
  
 
        data	
  sharing	
  via	
  RSS	
  feeds	
  and	
  mashups,	
  with	
  neither	
  offering	
  any	
  formal	
  context	
  or	
  
        relationship	
  to	
  the	
  page.	
  	
  If	
  you	
  are	
  capturing	
  information	
  about	
  product	
  
        requirements	
  in	
  Confluence	
  then	
  you	
  may	
  also	
  want	
  to	
  integrate	
  them	
  with	
  
        corresponding	
  test	
  cases,	
  tasks,	
  and	
  checkins.	
  	
  And	
  you	
  may	
  want	
  to	
  do	
  it	
  both	
  ways,	
  
        i.e.	
  integrate	
  information	
  from	
  other	
  tools	
  into	
  Confluence	
  pages	
  but	
  also	
  pull	
  some	
  
        information	
  from	
  Confluence	
  into	
  other	
  tools.	
  However,	
  other	
  than	
  page,	
  space	
  and	
  
        section-­‐level	
  URLs,	
  there	
  is	
  no	
  other	
  mechanism	
  for	
  such	
  integration	
  because	
  the	
  
        wiki	
  conventionally	
  does	
  not	
  support	
  machine-­‐readable	
  formats	
  for	
  the	
  content	
  that	
  
        it	
  captures.	
  
7. 	
  Static	
  vs	
  Dynamic	
  Content.	
  The	
  lack	
  of	
  integration	
  with	
  other	
  applications,	
  and	
  the	
  
        lack	
  of	
  attribute	
  level	
  support	
  limits	
  the	
  wiki	
  to	
  a	
  static	
  information	
  or	
  knowledge	
  
        repository.	
  	
  If	
  information	
  changes	
  on	
  one	
  page	
  that	
  change	
  isn’t	
  automatically	
  
        reflected	
  everywhere	
  else	
  it	
  may	
  also	
  appear	
  unless	
  the	
  entire	
  page	
  is	
  included	
  in	
  
        referring	
  pages.	
  It	
  has	
  to	
  be	
  manually	
  updated.	
  In	
  the	
  absence	
  of	
  such	
  updates,	
  the	
  
        content	
  quickly	
  becomes	
  inconsistent	
  and	
  unreliable.	
  
8. 	
  Content	
  Federation	
  can	
  address	
  the	
  problems	
  many	
  organizations	
  face	
  due	
  to	
  the	
  
        presence	
  of	
  dozens	
  and	
  hundreds	
  of	
  departmental	
  wikis.	
  	
  By	
  participating	
  in	
  a	
  
        federated	
  architecture,	
  content	
  becomes	
  easily	
  shareable	
  across	
  wikis	
  and	
  becomes	
  
        more	
  meaningful	
  across	
  the	
  enterprise.	
  	
  Teams	
  often	
  struggle	
  with	
  keeping	
  track	
  of	
  
        what	
  information	
  to	
  capture	
  in	
  which	
  wiki	
  and	
  how	
  to	
  make	
  it	
  shareable.	
  	
  Of	
  course,	
  
        searching	
  across	
  wikis	
  is	
  not	
  possible.	
  


The	
  Promise	
  of	
  Semantic	
  Wikis	
  
Over	
  the	
  past	
  decade,	
  there	
  have	
  been	
  a	
  number	
  of	
  initiatives	
  undertaken	
  to	
  tackle	
  
some	
  combinations	
  of	
  the	
  wiki	
  limitations	
  outlined	
  above.	
  The	
  common	
  focus	
  is	
  to	
  
retain	
  the	
  ease	
  of	
  use	
  and	
  collaborative	
  nature	
  of	
  the	
  wiki	
  while	
  allowing	
  for	
  the	
  
creation	
  of	
  ‘semi-­‐structured’	
  content.	
  	
  Semi-­‐structured	
  here	
  is	
  mostly	
  a	
  reference	
  to	
  
the	
  ease	
  of	
  authorship	
  of	
  the	
  content	
  while	
  supporting	
  formal	
  representation	
  of	
  its	
  
semantics,	
  which	
  may	
  be	
  its	
  type	
  or	
  category,	
  position	
  in	
  the	
  hierarchy,	
  inherited	
  
and	
  direct	
  attributes,	
  and	
  relationships	
  to	
  other	
  objects.	
  	
  In	
  these	
  efforts,	
  it	
  is	
  also	
  
assumed	
  that	
  the	
  ‘semi-­‐structured’	
  content	
  would	
  be	
  machine-­‐interpretable,	
  hence	
  
easy	
  to	
  share	
  and	
  access	
  across	
  wiki	
  pages	
  and	
  even	
  across	
  applications.	
  
The	
  goal	
  of	
  the	
  semantic	
  wiki	
  is	
  to	
  provide	
  support	
  for	
  formal	
  categorization	
  and	
  
attribution	
  of	
  content.	
  	
  The	
  technologies	
  and	
  features	
  vary	
  with	
  implementations	
  
but	
  these,	
  along	
  with	
  the	
  ability	
  to	
  publish	
  content	
  that	
  is	
  machine-­‐readable,	
  are	
  
clearly	
  some	
  of	
  the	
  obvious	
  characteristics	
  (based	
  on	
  the	
  discussion	
  above)	
  that	
  
semantic	
  technologies	
  in	
  wikis	
  are	
  expected	
  to	
  support.	
  	
  
However	
  semantic	
  technologies	
  provide	
  for	
  much	
  more	
  than	
  these	
  capabilities,	
  
depending	
  upon	
  the	
  implementation.	
  	
  We	
  will	
  discuss	
  them	
  in	
  the	
  context	
  of	
  zAgile’s	
  
Wikidsmart	
  semantic	
  extension	
  for	
  Confluence	
  later	
  in	
  this	
  section.	
  	
  	
  	
  	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                    6	
  
 
zAgile’s	
  Approach	
  to	
  Semantic	
  Enablement	
  of	
  Wikis	
  
zAgile’s	
  technologies	
  enable	
  semantic	
  capabilities	
  in	
  popular	
  best-­‐of-­‐class	
  wikis,	
  
such	
  as	
  Confluence,	
  to	
  address	
  the	
  natural	
  limitations	
  of	
  wikis	
  discussed	
  earlier.	
  	
  It	
  
also	
  brings	
  more	
  power	
  to	
  the	
  wiki	
  in	
  its	
  role	
  as	
  an	
  enterprise	
  collaboration	
  
application	
  and	
  knowledge	
  portal.	
  	
  The	
  semantic	
  extension,	
  available	
  via	
  
Wikidsmart,	
  turns	
  Confluence	
  into	
  one	
  of	
  many	
  sources	
  of	
  semantically	
  structured,	
  
shareable	
  content.	
  	
  This	
  provides	
  an	
  effective	
  mechanism	
  for	
  creating	
  ‘knowledge’	
  
out	
  of	
  the	
  ‘relatively	
  unstructured’	
  wiki	
  pages,	
  while	
  also	
  allowing	
  integration	
  of	
  the	
  
wiki	
  content	
  with	
  other	
  applications.	
  Furthermore,	
  this	
  integration	
  occurs	
  both	
  
ways,	
  i.e.	
  specific,	
  typed,	
  and	
  semantically	
  relevant	
  wiki	
  content	
  is	
  readily	
  accessible	
  
to	
  external	
  applications,	
  and	
  Confluence	
  is	
  also	
  able	
  to	
  contextually	
  incorporate	
  
structured	
  data	
  from	
  external	
  applications	
  into	
  its	
  pages	
  -­‐	
  to	
  render	
  itself	
  as	
  a	
  
knowledge	
  portal.	
  
zAgile’s	
  Wikidsmart	
  allows	
  users	
  to	
  leverage	
  their	
  existing	
  Confluence-­‐based	
  
content	
  repositories.	
  It	
  allows	
  users	
  to	
  easily	
  capture	
  semantic	
  annotations	
  of	
  
existing	
  content	
  as	
  well	
  as	
  create	
  new	
  content	
  using	
  semantic	
  templates	
  and	
  
semantic	
  forms.	
  These	
  extensions	
  can	
  also	
  be	
  developed	
  for	
  other	
  commercial	
  or	
  
open	
  source	
  wikis,	
  provided	
  that	
  the	
  wiki	
  supports	
  a	
  mechanism	
  for	
  development	
  of	
  
user	
  extensions	
  and	
  form	
  templates.	
  
zAgile’s	
  approach	
  also	
  separates	
  the	
  semantic	
  repository	
  from	
  the	
  wiki	
  content	
  so	
  
that	
  the	
  wiki	
  functions	
  not	
  as	
  the	
  central	
  and	
  sole	
  repository	
  for	
  both	
  unstructured	
  
content	
  and	
  semantic	
  annotations	
  but	
  as	
  one	
  of	
  many	
  application	
  that	
  contributes	
  
semantically	
  relevant	
  data	
  to	
  a	
  central	
  repository	
  accessible	
  to	
  all	
  applications.	
  This	
  
further	
  allows	
  users	
  to	
  have	
  distributed	
  and/or	
  federated	
  semantic	
  databases.	
  
And	
  finally,	
  because	
  the	
  semantic	
  repository	
  is	
  accessible	
  to	
  all	
  applications	
  
including	
  the	
  wiki	
  using	
  the	
  same	
  interfaces,	
  it	
  facilitates	
  two-­‐way	
  integration	
  
between	
  wiki-­‐based	
  content	
  and	
  external	
  applications	
  that	
  are	
  also	
  creators	
  and	
  
consumers	
  of	
  related	
  information.	
  	
  This	
  level	
  of	
  integration	
  not	
  only	
  allows	
  the	
  wiki	
  
to	
  share	
  common	
  information	
  with	
  other	
  application	
  but	
  also	
  to	
  extend	
  it,	
  thereby	
  
creating	
  a	
  richer	
  knowledge	
  repository.	
  
This	
  level	
  of	
  semantic	
  integration	
  between	
  the	
  wiki	
  and	
  other	
  applications	
  becomes	
  
a	
  viable	
  framework	
  for	
  unifying	
  an	
  environment	
  of	
  disparate	
  and	
  heterogeneous	
  
applications,	
  content	
  and	
  processes.	
  
zAgile’s	
  solution	
  for	
  semantic	
  enablement	
  of	
  wikis	
  consists	
  of	
  the	
  following	
  high-­‐
level	
  functional	
  components:	
  

Smart	
  ‘Semantic’	
  Templates	
  	
  	
  	
  	
  	
  
Through	
  the	
  use	
  of	
  customizable	
  form-­‐based	
  page	
  templates,	
  Wikidsmart	
  provides	
  
an	
  easy	
  way	
  for	
  users	
  to	
  create	
  consistent	
  and	
  semi-­‐structured	
  content.	
  	
  The	
  
elements	
  of	
  any	
  such	
  form	
  are	
  mapped	
  directly	
  to	
  and	
  captured	
  in	
  the	
  underlying	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                         7	
  
 
metamodel.	
  	
  This	
  allows	
  for	
  each	
  element	
  on	
  the	
  page	
  to	
  represent	
  a	
  formal	
  
semantic	
  concept	
  or	
  attribute.	
  	
  For	
  example,	
  if	
  the	
  page	
  represents	
  a	
  Requirements	
  
Document,	
  then	
  another	
  element	
  on	
  the	
  page	
  may	
  represent	
  a	
  related	
  Requirement	
  
Item,	
  related	
  Project,	
  the	
  Author,	
  Stakeholder,	
  or	
  Task	
  assigned	
  to	
  an	
  individual	
  
Requirement	
  Item.	
  	
  While	
  leveraging	
  the	
  ease	
  of	
  the	
  wiki-­‐based	
  paradigm	
  for	
  user-­‐
based	
  content	
  creation,	
  the	
  templates	
  provide	
  powerful	
  medium	
  for	
  the	
  creation	
  
of	
  semantically	
  structured	
  content.	
  	
  Since	
  this	
  content	
  is	
  captured	
  in	
  a	
  centralized	
  
repository,	
  it	
  is	
  easily	
  accessible	
  to	
  other	
  applications.	
  	
  
These	
  templates	
  also	
  contribute	
  significantly	
  to	
  overall	
  wiki	
  adoption,	
  since	
  they	
  
minimize	
  user-­‐level	
  page	
  formatting	
  (via	
  wiki	
  markup)	
  and	
  result	
  in	
  consistent	
  page	
  
layouts.	
  	
  	
  
An	
  example	
  of	
  such	
  a	
  form	
  is	
  illustrated	
  below	
  for	
  creating	
  a	
  test	
  case	
  as	
  part	
  of	
  a	
  
collection	
  of	
  a	
  test	
  suite.	
  	
  The	
  test	
  case	
  has	
  elements,	
  which	
  formally	
  link	
  it	
  to	
  
requirements	
  (Confluence),	
  components	
  (JIRA)	
  and	
  test	
  execution	
  tasks	
  (JIRA).	
  	
  	
  The	
  
list	
  of	
  Related	
  Components,	
  are	
  derived	
  from	
  the	
  JIRA	
  project	
  associated	
  with	
  the	
  
test	
  suite	
  (represented	
  by	
  the	
  page).	
  	
  The	
  Related	
  Requirement	
  list	
  is	
  obtained	
  from	
  
the	
  feature	
  linked	
  to	
  the	
  test	
  suite.	
  
	
  




                                                                                                                                                     	
  
	
  
	
  
Similarly,	
  the	
  following	
  screenshot	
  shows	
  how	
  a	
  form-­‐based	
  template	
  in	
  Confluence	
  
is	
  used	
  to	
  capture	
  structured	
  information	
  related	
  to	
  a	
  medical	
  device.	
  
	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                  8	
  
 




                                                                                                                                                	
  
	
  
	
  
The	
  value	
  of	
  the	
  template-­‐based	
  forms	
  is	
  further	
  enhanced	
  through	
  field-­‐level	
  
validation	
  that	
  may	
  be	
  added	
  using	
  macro-­‐level	
  parameters	
  in	
  the	
  templates.	
  	
  	
  The	
  
validation	
  may	
  also	
  be	
  tied	
  to	
  workflow	
  states	
  and	
  roles.	
  	
  Thus	
  the	
  forms	
  can	
  almost	
  
behave	
  like	
  enterprise	
  applications,	
  while	
  still	
  retaining	
  the	
  wiki	
  page	
  paradigm.	
  

Semantic	
  Macros	
  
zAgile’s	
  Wikidsmart	
  provides	
  macros	
  that	
  may	
  be	
  used	
  alongside	
  wiki	
  macros	
  and	
  
markup	
  to	
  interact	
  with	
  the	
  semantic	
  database	
  and	
  retrieve	
  contextual	
  information	
  
inline	
  within	
  the	
  page	
  content.	
  	
  These	
  macros	
  provide	
  a	
  number	
  of	
  capabilities	
  that	
  
collectively	
  support	
  the	
  implementation	
  of	
  knowledge	
  management	
  solutions	
  using	
  
wikis.	
  	
  The	
  following	
  are	
  a	
  few	
  of	
  the	
  key	
  capabilities	
  provided	
  via	
  these	
  macros,	
  at	
  
the	
  page	
  or	
  paragraph	
  level:	
  
Categorization—to	
  assign	
  formal	
  category	
  to	
  the	
  content.	
  	
  Categorization	
  allows	
  you	
  
to	
  identify	
  a	
  page	
  or	
  section	
  to	
  represent	
  a	
  category,	
  such	
  as	
  Requirement,	
  Hip	
  
Implant,	
  Invoice,	
  or	
  IT	
  service	
  request.	
  	
  Categories	
  may	
  represent	
  hierarchical	
  
structures	
  and	
  formal	
  taxonomies.	
  	
  Therefore,	
  it	
  is	
  possible	
  to	
  have	
  a	
  page	
  (or	
  
section)	
  that	
  represents	
  a	
  structure	
  such	
  as	
  the	
  following:	
  	
  
Medical	
  Device-­>Implant-­>Hip	
  Implant-­>Primary	
  Hip	
  Implant-­>Primary	
  Hip	
  Implant	
  
(cemented)	
  
A	
  page	
  or	
  section	
  may	
  also	
  belong	
  to	
  multiple	
  categories,	
  as	
  a	
  result	
  of	
  inference,	
  
based	
  on	
  its	
  properties.	
  	
  	
  
Attribution—to	
  associate	
  the	
  content	
  with	
  formal	
  attributes	
  that	
  correspond	
  to	
  the	
  
definition	
  of	
  the	
  Category	
  in	
  the	
  metamodel	
  or	
  ontology.	
  These	
  attributes	
  or	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                              9	
  
 
properties	
  may	
  be	
  created	
  or	
  associated	
  (if	
  they	
  exist).	
  For	
  example,	
  the	
  priority	
  
associated	
  with	
  a	
  requirement,	
  the	
  surface	
  coating	
  of	
  a	
  hip	
  implant,	
  or	
  description	
  of	
  
an	
  invoice.	
  	
  	
  	
  
Through	
  categorization	
  and	
  attribution,	
  you	
  can	
  create	
  formal	
  relationships	
  
between	
  pages	
  or	
  sections	
  in	
  the	
  wiki	
  that	
  represent	
  complex	
  logical	
  hierarchies	
  and	
  
part-­‐whole	
  relationships,	
  without	
  the	
  constraint	
  of	
  the	
  physical	
  location	
  of	
  any	
  of	
  
the	
  pages.	
  	
  For	
  example,	
  a	
  page	
  may	
  be	
  a	
  Sub	
  Document	
  to	
  one	
  or	
  many	
  Documents	
  
in	
  other	
  areas	
  in	
  the	
  wiki.	
  	
  Such	
  cross-­‐referencing	
  is	
  automatic,	
  dynamic	
  and	
  
independent	
  of	
  the	
  physical	
  location	
  of	
  the	
  content.	
  	
  It	
  also	
  does	
  not	
  impose	
  any	
  
tedious	
  maintenance	
  overhead.	
  	
  	
  	
  
Reference—for	
  the	
  inclusion,	
  by	
  contextual	
  reference,	
  of	
  information	
  that	
  may	
  exist	
  
elsewhere	
  in	
  the	
  wiki	
  or	
  in	
  an	
  application	
  external	
  to	
  the	
  wiki.	
  	
  For	
  example,	
  
including	
  description	
  and	
  status	
  of	
  a	
  bug	
  (logged	
  in	
  JIRA)	
  on	
  the	
  corresponding	
  
requirements	
  page	
  in	
  Confluence,	
  article	
  summaries	
  associated	
  with	
  an	
  implant	
  
offered	
  by	
  a	
  journal,	
  and	
  vendor	
  information	
  related	
  to	
  an	
  invoice	
  (from	
  an	
  
accounting	
  application).	
  	
  This	
  capability	
  of	
  being	
  able	
  to	
  embed	
  references	
  in	
  
content	
  allows	
  for	
  the	
  reference	
  to	
  be	
  contextual	
  and	
  dynamic,	
  i.e.	
  if	
  the	
  information	
  
changes	
  at	
  the	
  source,	
  then	
  its	
  references	
  will	
  be	
  automatically	
  refreshed.	
  	
  It	
  
eliminates	
  the	
  need	
  for	
  manually	
  updating	
  information	
  in	
  wiki	
  pages	
  that	
  is	
  derived	
  
from	
  outside	
  of	
  those	
  pages,	
  either	
  from	
  other	
  pages	
  in	
  the	
  wiki	
  or	
  from	
  external	
  
applications.	
  	
  It	
  improves	
  the	
  integrity	
  and	
  reliability	
  of	
  the	
  overall	
  content.	
  
External	
  Integrations—for	
  two-­‐way	
  direct	
  and	
  ‘contextual’	
  integration	
  with	
  external	
  
applications.	
  	
  For	
  example,	
  creating	
  a	
  JIRA	
  approval	
  task	
  from	
  within	
  a	
  requirement	
  
defined	
  in	
  a	
  Confluence	
  page.	
  	
  This	
  level	
  of	
  integration	
  automatically	
  creates	
  a	
  two-­‐
way	
  link	
  between	
  the	
  task	
  and	
  the	
  requirement	
  for	
  ongoing	
  traceability.	
  	
  It	
  provides	
  
the	
  needed	
  context,	
  which	
  is	
  missing	
  if	
  task-­‐related	
  information	
  were	
  simply	
  pasted	
  
into	
  that	
  page.	
  	
  	
  Similarly,	
  a	
  template-­‐based	
  Confluence	
  page	
  may	
  be	
  created	
  from	
  
within	
  Salesforce	
  to	
  represent	
  an	
  account.	
  	
  This	
  page	
  can	
  be	
  used	
  for	
  collaborative	
  
inputs	
  related	
  to	
  the	
  account.	
  	
  Using	
  some	
  of	
  the	
  capabilities	
  discussed	
  above,	
  this	
  
page	
  can	
  also	
  automatically	
  display	
  cases	
  reported	
  for	
  that	
  account,	
  internal	
  
resolution	
  status	
  of	
  each	
  case	
  and	
  product	
  releases,	
  which	
  address	
  specific	
  issues	
  
raised	
  on	
  behalf	
  of	
  this	
  account.	
  	
  	
  The	
  page	
  becomes	
  the	
  focal	
  point	
  for	
  collaborative	
  
activities	
  related	
  to	
  the	
  account.	
  

Faceted	
  search	
  	
  	
  	
  
zAgile’s	
  Smart	
  Search	
  allows	
  the	
  users	
  to	
  specify	
  the	
  category	
  of	
  information	
  being	
  
searched.	
  	
  The	
  search	
  criterion	
  is	
  applied	
  to	
  a	
  specific	
  category	
  rather	
  than	
  to	
  all	
  
content	
  in	
  the	
  wiki.	
  	
  	
  




copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                             10	
  
 
                                                                 Since	
  the	
  underlying	
  metamodel	
  
                                                                 supports	
  inheritance,	
  this	
  category	
  may	
  
                                                                 represent	
  any	
  level	
  in	
  the	
  taxonomy.	
  	
  	
  
                                                                 For	
  example,	
  a	
  Functional	
  Requirement	
  
                                                                 may	
  also	
  be	
  searched	
  using	
  its	
  parent	
  
                                                                 category–Requirement	
  or	
  other	
  super	
  
                                                                 categories	
  (Abstract	
  Requirement,	
  
                                                                 WorkProduct)	
  in	
  its	
  hierarchy.	
  	
  	
  
                                                             The	
  search	
  returns	
  a	
  structured	
  result	
  
                                                             set,	
  comprising	
  of	
  objects	
  matching	
  the	
  
                                                             category	
  specified	
  in	
  the	
  search	
  
                                                             parameter.	
  	
  The	
  result	
  set	
  also	
  contains	
  
                                                             known	
  attributes	
  and	
  relationships	
  of	
  
                                                             the	
  object—across	
  applications.	
  	
  For	
  
example,	
  when	
  searching	
  for	
  a	
  requirement,	
  the	
  result	
  set	
  may	
  contain	
  its	
  author,	
  
reviewer,	
  related	
  component	
  and	
  stakeholder,	
  as	
  shown	
  in	
  the	
  example	
  below.	
  
	
  
	
  




	
  
	
  
	
  
	
  
	
  
	
  



copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                         11	
  
 
Since	
  each	
  category	
  has	
  an	
  associated	
  and	
  formal	
  set	
  of	
  attributes,	
  it	
  is	
  also	
  possible	
  
to	
  filter	
  the	
  search	
  results	
  based	
  on	
  the	
  values	
  in	
  these	
  attributes.	
  	
  	
  	
  	
  
                                                 The	
  ‘Power	
  Search’	
  mode	
  presents	
  the	
  list	
  of	
  relevant	
  
                                                 attributes	
  based	
  upon	
  the	
  category	
  being	
  searched,	
  
                                                 as	
  shown	
  in	
  the	
  adjacent	
  screenshot.	
  	
  Here,	
  all	
  the	
  
                                                 attributes	
  for	
  ‘Requirement’	
  category	
  are	
  retrieved	
  
                                                 from	
  the	
  metamodel	
  definition.	
  	
  The	
  combo	
  boxes	
  
                                                 will	
  contain	
  possible	
  objects	
  to	
  which	
  the	
  
                                                 requirement	
  may	
  have	
  a	
  formal	
  relationship,	
  for	
  
                                                 example,	
  an	
  associated	
  JIRA	
  issue	
  or	
  the	
  document	
  in	
  
                                                 which	
  it	
  is	
  described.	
  	
  	
  
                                                 And	
  finally,	
  search	
  isn’t	
  limited	
  to	
  just	
  wiki	
  content.	
  
                                                 	
  Since	
  the	
  wiki	
  is	
  integrated	
  into	
  a	
  common	
  
                                                 information	
  platform,	
  search	
  has	
  access	
  to	
  
                                                 information	
  from	
  all	
  sources.	
  	
  This	
  is	
  in	
  contrast	
  to	
  
                                                 the	
  typical	
  search	
  in	
  a	
  wiki,	
  which	
  is	
  limited	
  to	
  
                                                 matching	
  character	
  strings	
  against	
  page	
  content,	
  tags	
  
                                                 or	
  titles.	
  	
  	
  Therefore,	
  it	
  is	
  possible	
  in	
  Confluence	
  to	
  
                                                 search	
  for	
  specific	
  projects	
  or	
  tasks	
  defined	
  in	
  JIRA,	
  
                                                 or	
  accounts	
  defined	
  in	
  Salesforce.	
  

                                                 SPARQL	
  Query	
  
                                                      SPARQL	
  (an	
  RDF	
  query	
  language),	
  similar	
  in	
  syntax	
  
                                                      to	
  SQL,	
  support	
  declarative	
  queries	
  against	
  graph	
  
                                                      databases,	
  such	
  as	
  those	
  implemented	
  in	
  zAgile’s	
  
                                                      semantic	
  repository.	
  	
  SPARQL	
  support	
  in	
  Confluence	
  
                                                      via	
  Wikidsmart	
  opens	
  up	
  a	
  number	
  of	
  possibilities	
  
for	
  querying	
  data	
  from	
  any	
  source,	
  including	
  externally	
  published	
  content,	
  as	
  long	
  as	
  
it	
  is	
  published	
  in	
  RDF.	
  	
  This	
  provides	
  interesting	
  opportunities	
  for	
  bringing	
  
information	
  together	
  in	
  a	
  page	
  from	
  a	
  number	
  of	
  sources.	
  	
  	
  The	
  query	
  result	
  set	
  may	
  
be	
  combined	
  with	
  other	
  formatting	
  macros	
  in	
  Confluence,	
  as	
  shown	
  below,	
  to	
  create	
  
dashboards	
  that	
  bring	
  information	
  together	
  from	
  a	
  variety	
  of	
  sources.	
  	
  
	
  




copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                               12	
  
 




                                                                                                                                            	
  
	
  
	
  




                                                                                                                                            	
  
	
  
This	
  illustration	
  above	
  is	
  a	
  section	
  of	
  a	
  dynamically	
  generated	
  page	
  in	
  Confluence,	
  
comprising	
  of	
  a	
  number	
  of	
  SPARQL	
  queries	
  and	
  Confluence	
  markup	
  macros,	
  and	
  
representing	
  information	
  related	
  to	
  a	
  JIRA	
  project	
  release	
  (or	
  Version)	
  and	
  its	
  
related	
  features,	
  requirements	
  and	
  test	
  cases	
  defined	
  in	
  Confluence.	
  	
  	
  In	
  the	
  above	
  
example,	
  a	
  single	
  query	
  returns	
  Features	
  being	
  delivered	
  in	
  a	
  Release,	
  and	
  
associated	
  Requirements,	
  approval	
  status	
  and	
  development	
  tasks.	
  

Machine-­‐based	
  Annotation	
  
Using	
  Natural	
  Language	
  Processing	
  techniques,	
  machine-­‐based	
  annotation	
  of	
  
unstructured	
  wiki	
  content	
  automatically	
  tags	
  words	
  or	
  phrases	
  in	
  a	
  page	
  if	
  they	
  
match	
  any	
  references	
  in	
  the	
  semantic	
  database.	
  	
  	
  A	
  mouse	
  click	
  on	
  the	
  tagged	
  word	
  
will	
  identify	
  its	
  category,	
  source,	
  and	
  any	
  other	
  contextual	
  information	
  associated	
  
with	
  that	
  term.	
  	
  This	
  eliminates	
  the	
  need	
  to	
  manually	
  tag	
  specific	
  references	
  in	
  
paragraphs	
  and	
  pages	
  in	
  the	
  wiki.	
  	
  The	
  annotation	
  is	
  dynamic	
  and	
  does	
  not	
  impact	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                          13	
  
 
the	
  original	
  content.	
  	
  Examples	
  of	
  its	
  implementation	
  include	
  tagging	
  clinical	
  terms	
  
in	
  article	
  abstracts	
  in	
  a	
  Confluence	
  page	
  with	
  the	
  pop	
  up	
  displaying	
  associated	
  
procedures,	
  videos	
  and	
  conditions	
  associated	
  with	
  those	
  terms.	
  	
  In	
  the	
  context	
  of	
  
software	
  engineering	
  lifecycle,	
  meeting	
  notes	
  related	
  to	
  a	
  project	
  could	
  be	
  similarly	
  
annotated.	
  	
  The	
  tags	
  will	
  automatically	
  identify	
  any	
  references	
  to	
  the	
  project,	
  its	
  
related	
  artifacts	
  or	
  tasks.	
  
	
  




                                                                                                                                     	
  
	
  
	
  

Machine-­‐Readable	
  Content	
  
Linked	
  Open	
  Data	
  (LOD)	
  is	
  a	
  set	
  of	
  guidelines	
  for	
  publishing	
  machine-­‐readable	
  
content	
  that	
  can	
  be	
  interpreted	
  by	
  external	
  agents,	
  including	
  search	
  engines.	
  	
  This	
  
can	
  be	
  extremely	
  valuable	
  especially	
  when	
  publishing	
  product-­‐related	
  content	
  to	
  an	
  
external	
  audience.	
  A	
  number	
  of	
  implementations	
  in	
  e-­‐commerce	
  (ex:	
  Best	
  Buy)	
  have	
  
successfully	
  leveraged	
  this	
  capability	
  to	
  improve	
  search	
  engine	
  optimization	
  (SEO).	
  	
  	
  	
  
Wikidsmart	
  supports	
  Linked	
  Open	
  Data	
  based	
  content	
  publishing.	
  	
  Within	
  
Confluence	
  pages,	
  in	
  non-­‐display	
  mode,	
  machine-­‐readable	
  content	
  can	
  be	
  
automatically	
  generated	
  for	
  any	
  semantic	
  categories	
  represented	
  on	
  the	
  page.	
  	
  	
  The	
  
example	
  below	
  shows	
  a	
  Confluence	
  page	
  source	
  in	
  LOD-­‐based	
  format,	
  representing	
  
information	
  related	
  to	
  a	
  medical	
  device	
  (ACF	
  Femoral	
  Component)	
  and	
  the	
  
manufacturer	
  of	
  that	
  device	
  (Biomet	
  Inc.).	
  	
  The	
  representation	
  includes	
  a	
  number	
  of	
  
standard	
  ontologies	
  including	
  GoodRelations,	
  vCard	
  and	
  eClassOWL.	
  
	
  



copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                   14	
  
 




                                                                                                                                     	
  
	
  


Wikidsmart	
  Architecture	
  
The	
  following	
  key	
  components	
  describe	
  the	
  architecture	
  of	
  Wikidsmart	
  and	
  further	
  
illustrate	
  the	
  ways	
  in	
  which	
  it	
  allows	
  Confluence	
  to	
  become	
  integrated	
  with	
  other	
  
enterprise	
  applications.	
  

zAgile’s	
  Semantic	
  Repository	
  	
  
The	
  semantic	
  repository	
  comprises	
  of	
  a	
  set	
  of	
  formal	
  ontologies	
  and	
  metamodels	
  
specific	
  to	
  a	
  domain	
  of	
  interest.	
  Specifically,	
  the	
  repository	
  supports	
  formal	
  
ontologies	
  based	
  on	
  OWL	
  (Web	
  Ontology	
  Language)	
  language—a	
  W3C	
  specification.	
  
The	
  ontologies	
  provide	
  a	
  highly	
  structured	
  framework	
  for	
  the	
  capture	
  and	
  
annotation	
  of	
  semantically	
  relevant	
  data	
  pushed	
  from	
  the	
  participating	
  applications.	
  
They	
  also	
  facilitate	
  integration	
  of	
  this	
  data	
  across	
  related	
  metamodels,	
  as	
  well	
  as	
  
allow	
  for	
  inferencing	
  and	
  reasoning	
  for	
  implied	
  categorizations	
  and	
  inheritance	
  of	
  
attributes.	
  	
  	
  

zAgile’s	
  Semantic	
  Interface	
  Layer	
  (zSLayer)	
  	
  
The	
  semantic	
  interface	
  layer	
  provides	
  wikis	
  and	
  other	
  applications	
  with	
  interface	
  to	
  
this	
  repository.	
  It	
  is	
  a	
  middleware	
  that	
  resides	
  between	
  the	
  ontology	
  repository	
  and	
  
the	
  client	
  applications.	
  It	
  provides	
  a	
  consistent	
  way	
  to	
  interact	
  with	
  the	
  ontology	
  
through	
  lightweight	
  serialize-­‐able	
  objects	
  that	
  can	
  be	
  exchanged	
  across	
  the	
  web.	
  It	
  
also	
  maintains	
  a	
  Lucene	
  index	
  that	
  is	
  intended	
  to	
  be	
  a	
  fast	
  way	
  to	
  search	
  and	
  
retrieve	
  individual	
  information	
  but	
  that	
  is	
  also	
  transparent	
  to	
  the	
  client	
  applications.	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                   15	
  
 
zSLayer	
  also	
  provides	
  an	
  option	
  to	
  query	
  the	
  ontologies	
  it	
  handles,	
  allowing	
  the	
  
client	
  application	
  to	
  choose	
  which	
  ontology	
  it	
  wants	
  to	
  query	
  or	
  if	
  it	
  wants	
  to	
  use	
  the	
  
main	
  merged	
  ontology	
  that	
  holds	
  all.	
  Via	
  connectors,	
  all	
  applications	
  and	
  consumers	
  
of	
  the	
  repository	
  can	
  use	
  a	
  consistent	
  API	
  to	
  access	
  the	
  semantic	
  repository.	
  This	
  
layer	
  also	
  supports	
  standard	
  query	
  languages	
  like	
  SPARQL	
  which	
  can	
  be	
  embedded	
  
within	
  wiki	
  pages	
  for	
  querying	
  and	
  navigating	
  the	
  semantic	
  graphs	
  in	
  the	
  repository.	
  

zAgile’s	
  RPC	
  Server	
  	
  
This	
  server	
  provides	
  a	
  set	
  of	
  XML-­‐RPC	
  methods	
  for	
  accessing	
  zSLayer,	
  which	
  
applications	
  (XML-­‐	
  RPC	
  clients)	
  can	
  use	
  to	
  query	
  or	
  save	
  semantic	
  data.	
  This	
  server	
  
organizes	
  and	
  prepares	
  the	
  semantic	
  data	
  to	
  be	
  readable	
  by	
  a	
  client	
  application	
  
written	
  in	
  any	
  language.	
  It	
  also	
  supports	
  that	
  access	
  in	
  JSON	
  format	
  by	
  using	
  URLs	
  
for	
  querying	
  the	
  repository.	
  
	
  




                                                                                                                                                   	
  
	
  

zAgile’s	
  Semantic	
  Plugin	
  for	
  Confluence	
  (Wikidsmart)	
  	
  
This	
  plugin	
  provides	
  the	
  interface	
  between	
  Confluence	
  and	
  the	
  zAgile	
  Semantic	
  
Server.	
  	
  It	
  supports	
  macros	
  for	
  creating	
  templates	
  and	
  forms	
  in	
  Confluence	
  for	
  
annotating	
  wiki	
  pages.	
  Templates	
  are	
  based	
  upon	
  the	
  ontologies	
  and	
  metamodels	
  
defined	
  in	
  the	
  semantic	
  repository.	
  They	
  allow	
  annotation	
  of	
  existing	
  content	
  as	
  well	
  


copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                                    16	
  
 
as	
  creation	
  of	
  new	
  forms	
  and	
  pages.	
  This	
  plugin	
  also	
  supports	
  macros	
  for	
  
embedding	
  SPARQL	
  queries	
  within	
  wiki	
  pages,	
  as	
  discussed	
  above.	
  


Conclusion	
  
This	
  paper	
  highlights	
  the	
  power	
  and	
  capabilities	
  of	
  Wikidsmart	
  as	
  it	
  extends	
  
Confluence	
  for	
  deeper	
  integration	
  within	
  the	
  enterprise	
  as	
  a	
  collaboration	
  
application	
  and	
  an	
  information	
  portal.	
  	
  This	
  level	
  of	
  integration	
  results	
  from	
  the	
  
implementation	
  of	
  a	
  metamodel-­‐driven	
  architecture	
  and	
  semantic	
  capabilities	
  built	
  
on	
  an	
  integration	
  platform	
  hosted	
  by	
  zAgile’s	
  zCALM	
  Server.	
  	
  	
  Wikidsmart	
  is	
  a	
  
commercial	
  open	
  source	
  product,	
  available	
  on	
  SourceForge	
  and	
  from	
  zAgile.	
  	
  	
  
For	
  more	
  information	
  on	
  Wikidsmart,	
  please	
  contact	
  info	
  at	
  zAgile.com.	
  




copyright	
  zAgile	
  Inc.,	
  2011	
                                                                                 17	
  

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Enterprise Knowledge Management with Wikidsmart and Confluence

  • 1.           Enterprise  Knowledge  Management   with     Wikidsmart®1  and  Confluence®2                                                                                                                   1  Wikidsmart  is  a  trademark  of  zAgile  Inc.   2  Confluence  is  a  trademark  of  Atlassian  Pvt.  Ltd.     All  other  names  mentioned  in  this  document  are  trademarks  of  their  respective  companies.         ©  Copyright  zAgile  Inc.  2011.    All  information  contained  in  this  document  is  subject  to  change   without  notice.    No  parts  of  this  document  may  be  reproduced  in  any  form  without  the  prior  written   permission  of  zAgile  Inc.,  101  California  Street,  Suite  2450,  San  Francisco,  CA  94111   copyright  zAgile  Inc.,  2011   1  
  • 2.     Summary .....................................................................................................................3   Introduction.................................................................................................................4   A  Few  Typical  Problems  with  Wikis ..............................................................................4   The  Promise  of  Semantic  Wikis ....................................................................................6   zAgile’s  Approach  to  Semantic  Enablement  of  Wikis ....................................................7   Smart  ‘Semantic’  Templates.................................................................................................................................. 7   Semantic  Macros ........................................................................................................................................................ 9   Faceted  search ......................................................................................................................................................... 10   SPARQL  Query.......................................................................................................................................................... 12   Machine-­‐based  Annotation................................................................................................................................. 13   Machine-­‐Readable  Content ................................................................................................................................ 14   Wikidsmart  Architecture ............................................................................................15   zAgile’s  Semantic  Repository............................................................................................................................. 15   zAgile’s  Semantic  Interface  Layer  (zSLayer) .............................................................................................. 15   zAgile’s  RPC  Server ................................................................................................................................................ 16   zAgile’s  Semantic  Plugin  for  Confluence  (Wikidsmart) ......................................................................... 16   Conclusion .................................................................................................................17     copyright  zAgile  Inc.,  2011   2  
  • 3.   Summary   Wikis  have  become  entrenched  in  the  enterprise  as  the  most  common  ‘groupware’   application  for  collaboration  amongst  individuals  and  teams.    They  are  easy  to   acquire,  easy  to  setup,  and  easy  to  use  for  capturing  ad  hoc  content  that  teams   desire  to  share  amongst  themselves.    It  is  not  unusual  to  find  dozens  and  sometimes   even  hundreds  of  wiki  instances  within  enterprises.    Whether  it  is  Human   Resources,  Sales,  Marketing,  or  IT,  teams  find  ways  of  leveraging  the  convenience  of   wikis  to  publish  and  share  information  with  each  other.       While  wikis  permeate  the  enterprise,  the  convenience  of  capturing  information,  the   ad  hoc  nature  of  this  information  and  its  lack  of  structure  also  contribute  to  the   general  failure  of  the  wiki  as  an  effective  information  collaboration  tool.    As  the   published  content  grows  into  hundreds  and  thousands  of  pages,  it  becomes   increasingly  difficult  to  organize,  maintain,  access,  and  search.    It  quickly  loses   credibility  and  becomes  stale.    Since  there  is  no  consistency  or  discipline  with  which   information  must  be  published  or  organized,  different  groups  within  an   organization  may  experience  varying  degrees  of  success  with  their  wiki.       Traditional  wikis  also  present  additional  limitations  that  often  constrain  their  usage   as  an  enterprise  groupware  application.    These  constraints  are  not  a  critique  of  the   inherent  design  of  the  wiki  since  it  was  intended  as  a  simple  tool  for  allowing  people   to  capture  information.    We  discuss  them  mostly  in  the  context  of  the  evolution  of   the  wiki  in  the  enterprise.   For  example,  the  page-­‐paradigm  for  representing  content  or  information  does  not   support  ‘formal  type’  declaration  of  specific  content  in  a  page  or  capturing  any   classification  or  taxonomic  relationship  between  pages  of  information.    Rather,  it   restricts  the  organization  to  simple  page-­‐level  hierarchies.    In  multi-­‐dimensional   taxonomies,  it  should  even  be  possible  for  a  page  to  be  represented  in  more  than   one  classification  scheme.    And  what  about  inheritance  where  information  in  a   page  may  draw  from  that  already  represented  in  the  parent  page?    or  somewhere   else  external  to  the  wiki?   Many  commercial  wikis  support  information  integration  from  external  sources   through  mashups.    However,  the  context  of  such  integration  is  implied  based  on  its   location  rather  than  through  any  formal  interpretable  relationship  with  the  page   where  it  renders.    There  is  no  inherent  capability  of  dynamically  integrating  content   from  external  applications  based  upon  page-­‐level  context.   Wikis  do  not  support  any  federation  of  content.    When  there  are  hundreds  of  wikis   in  an  enterprise,  there  is  no  mechanism  for  sharing  information  across  them.    Wikis   in  such  scenarios  represent  team-­‐level  and  department-­‐level  information  silos.       copyright  zAgile  Inc.,  2011   3  
  • 4.   In  spite  of  these  shortcomings,  wikis  have  the  potential  to  become  an  Information   or  Knowledge  Portal  within  an  enterprise  and  its  users  demand  it.    The  emergence   of  semantic  technologies,  particularly  as  applied  to  wikis  (aka  Semantic  Wikis)  has   gone  a  long  way  to  address  these  gaps.    Here,  we  describe  the  current  limitations  of   wikis  and  how  zAgile’s  Wikidsmart  semantic  technology  provides  ways  of   overcoming  them,  specifically  in  the  context  of  Atlassian’s  Confluence  enterprise   wiki.     Introduction   Wikis  have  become  entrenched  in  the  enterprise  as  the  most  common  ‘groupware’   application  for  collaboration  amongst  individuals  and  teams.    They  are  easy  to   acquire,  easy  to  setup,  and  easy  to  use  for  capturing  ad  hoc  content  that  teams   desire  to  share  amongst  themselves.    It  is  not  unusual  to  find  dozens  and  sometimes   even  hundreds  of  wiki  instances  within  enterprises.    Whether  it  is  Human   Resources,  Sales,  Marketing,  or  IT,  teams  across  the  organization  find  ways  of   leveraging  the  convenience  of  wikis  to  publish  and  share  information  with  each   other.       While  wikis  permeate  the  enterprise,  the  convenience  of  capturing  information,  the   ad  hoc  nature  of  this  information  and  its  lack  of  structure  also  contribute  to  the   failure  of  the  wiki  as  an  effective  information  collaboration  tool.    As  the  published   content  grows  into  hundreds  and  thousands  of  pages,  it  becomes  increasingly   difficult  to  organize,  maintain,  access,  and  search.    It  quickly  loses  credibility  and   becomes  stale.    Since  there  is  no  consistency  or  discipline  with  which  information   must  be  published  or  organized,  different  groups  within  an  organization  may   experience  varying  degrees  of  success  with  their  wiki.       A  Few  Typical  Problems  with  Wikis   Some  of  the  key  problems  that  users  face  with  enterprise  wikis  can  be  categorized   into  the  following  major  areas:   1. Content  Organization  is  limited  to  mostly  page-­‐level  hierarchies,  quite  analogous  to   binders  on  a  shelf.  Designing  and  maintaining  the  page  hierarchies,  cross-­‐referencing   pages  across  major  sections,  tracking  and  updating  them  with  the  most  current   information  and  maintaining  cross-­‐reference  links—all  require  significant  manual   processing.  For  example,  in  Confluence,  the  most  typical  method  of  content   organization  is  through  the  use  of  Spaces,  which  may  imply  or  mimic  some  topic,   team  or  department.      The  organization  of  a  space  or  its  contents  is  arbitrary.    Any   type  of  organization  requires  significant  up  front  investment,  occasionally  leveraging   the  consulting  services  of  knowledge  management  experts.    Conversely,  if  the   organization  of  wiki  content  structure  is  ad  hoc,  then  the  success  of  its  deployment   copyright  zAgile  Inc.,  2011   4  
  • 5.   declines  as  the  usage  and  adoption  grows.   2. Content  Consistency  or  Integrity  can  only  be  achieved  through  diligent  effort.   Constantly  maintaining  and  updating  the  same  information  in  multiple  areas  of  the   wiki  is  often  unrealistic.    As  a  result,  the  wiki  content  quickly  becomes  outdated  and   unreliable.  There  are  some  shortcuts  that  allow  for  the  inclusion  of  a  page  in  another   -­‐  but  this  forces  the  reusable  section  to  be  developed  as  a  separate  page.      While   content  management  is  certainly  the  responsibility  of  each  department  or  team,  the   need  to  maintain  its  integrity  and  freshness  varies  with  the  dedication  and  diligence   afforded  to  any  given  team.    Hence,  the  lack  of  consistency  in  the  values  of  such   content  across  the  enterprise.   3.  Content  Categorization  may  be  implied  in  the  page  hierarchy  (or  Confluence  Spaces)   but  there  is  no  inherent  formal  structure  to  support  it.  Does  a  page  depict  a   requirement,  a  process,  profile  of  a  team  member,  an  invoice,  a  customer  account,   information  about  business  partners,  or  instructions  for  a  holiday  party??    There   isn’t  a  way  to  structure  this  information  consistently  and  more  importantly—in  a   reusable  and  machine-­‐readable  format.   4.  Content  Attribution  reflects  some  information  or  knowledge  about  a  page,  i.e.  what   is  it  describing?  What  are  its  relationships  with  other  information  concepts?  You   may  be  able  to  glean  that  off  of  the  page  title,  its  place  in  the  page  hierarchy,  its   labels  or  its  Space  container—but  the  page  itself  does  not  contain  any  attribute-­‐level   information.    Wikis  typically  provide  some  page-­‐level  metadata,  such  as  page   author,  creation  and  modification  timestamp,  and  tags.    However,  they  lack  the   ability  to  capture  formal  attributes  associated  with  the  page  content.    For  example,   if  a  page  represents  a  customer  account,  then  there  is  no  easy  to  way  to  provide  any   attributes  such  as  the  relationship  of  the  account  with  a  contact,  department,  or   industry  domain.       5.  Information  Access  may  be  accomplished  via  searching  the  content  or  page  labels  for   specific  matches,  navigating  through  the  space  and  page  hierarchies  or  looking  for  a   specific  page  title  or  a  URL.    However,  wildcard  matches  to  character  strings  in   content  are  not  often  what  enterprise  users  desire.    They  are  looking  for  a  specific   topic,  such  as  information  related  to  a  project,  document,  bug  or  account.   Furthermore,  since  there  is  no  support  for  formal  attribution,  there  is  no  way  to   search  the  context  of  the  page  itself,  for  example,  all  pages  relating  to  a  customer   account,  invoice,  project  or  release.    Similarly,  all  pages  reviewed  by  J.  Smith  before   October  10,  2011  associated  with  Wikidsmart  project.    This  limitation  results  in   imprecise  search  and  significant  amount  of  effort  on  the  part  of  the  users  to  locate   relevant  information  contained  in  wiki  pages.    Of  course,  there  is  no  way  to  query  for   specific  information  on  a  page.    For  example,  if  a  page  contains  a  list  of  use  cases   pertaining  to  a  feature  or  contacts  for  an  account,  it  isn’t  possible  to  access  a  specific   use  case  or  contact  information.   6.  Information  Integration  with  other  applications  and  vice  versa  is  mostly  limited  to   copyright  zAgile  Inc.,  2011   5  
  • 6.   data  sharing  via  RSS  feeds  and  mashups,  with  neither  offering  any  formal  context  or   relationship  to  the  page.    If  you  are  capturing  information  about  product   requirements  in  Confluence  then  you  may  also  want  to  integrate  them  with   corresponding  test  cases,  tasks,  and  checkins.    And  you  may  want  to  do  it  both  ways,   i.e.  integrate  information  from  other  tools  into  Confluence  pages  but  also  pull  some   information  from  Confluence  into  other  tools.  However,  other  than  page,  space  and   section-­‐level  URLs,  there  is  no  other  mechanism  for  such  integration  because  the   wiki  conventionally  does  not  support  machine-­‐readable  formats  for  the  content  that   it  captures.   7.  Static  vs  Dynamic  Content.  The  lack  of  integration  with  other  applications,  and  the   lack  of  attribute  level  support  limits  the  wiki  to  a  static  information  or  knowledge   repository.    If  information  changes  on  one  page  that  change  isn’t  automatically   reflected  everywhere  else  it  may  also  appear  unless  the  entire  page  is  included  in   referring  pages.  It  has  to  be  manually  updated.  In  the  absence  of  such  updates,  the   content  quickly  becomes  inconsistent  and  unreliable.   8.  Content  Federation  can  address  the  problems  many  organizations  face  due  to  the   presence  of  dozens  and  hundreds  of  departmental  wikis.    By  participating  in  a   federated  architecture,  content  becomes  easily  shareable  across  wikis  and  becomes   more  meaningful  across  the  enterprise.    Teams  often  struggle  with  keeping  track  of   what  information  to  capture  in  which  wiki  and  how  to  make  it  shareable.    Of  course,   searching  across  wikis  is  not  possible.   The  Promise  of  Semantic  Wikis   Over  the  past  decade,  there  have  been  a  number  of  initiatives  undertaken  to  tackle   some  combinations  of  the  wiki  limitations  outlined  above.  The  common  focus  is  to   retain  the  ease  of  use  and  collaborative  nature  of  the  wiki  while  allowing  for  the   creation  of  ‘semi-­‐structured’  content.    Semi-­‐structured  here  is  mostly  a  reference  to   the  ease  of  authorship  of  the  content  while  supporting  formal  representation  of  its   semantics,  which  may  be  its  type  or  category,  position  in  the  hierarchy,  inherited   and  direct  attributes,  and  relationships  to  other  objects.    In  these  efforts,  it  is  also   assumed  that  the  ‘semi-­‐structured’  content  would  be  machine-­‐interpretable,  hence   easy  to  share  and  access  across  wiki  pages  and  even  across  applications.   The  goal  of  the  semantic  wiki  is  to  provide  support  for  formal  categorization  and   attribution  of  content.    The  technologies  and  features  vary  with  implementations   but  these,  along  with  the  ability  to  publish  content  that  is  machine-­‐readable,  are   clearly  some  of  the  obvious  characteristics  (based  on  the  discussion  above)  that   semantic  technologies  in  wikis  are  expected  to  support.     However  semantic  technologies  provide  for  much  more  than  these  capabilities,   depending  upon  the  implementation.    We  will  discuss  them  in  the  context  of  zAgile’s   Wikidsmart  semantic  extension  for  Confluence  later  in  this  section.           copyright  zAgile  Inc.,  2011   6  
  • 7.   zAgile’s  Approach  to  Semantic  Enablement  of  Wikis   zAgile’s  technologies  enable  semantic  capabilities  in  popular  best-­‐of-­‐class  wikis,   such  as  Confluence,  to  address  the  natural  limitations  of  wikis  discussed  earlier.    It   also  brings  more  power  to  the  wiki  in  its  role  as  an  enterprise  collaboration   application  and  knowledge  portal.    The  semantic  extension,  available  via   Wikidsmart,  turns  Confluence  into  one  of  many  sources  of  semantically  structured,   shareable  content.    This  provides  an  effective  mechanism  for  creating  ‘knowledge’   out  of  the  ‘relatively  unstructured’  wiki  pages,  while  also  allowing  integration  of  the   wiki  content  with  other  applications.  Furthermore,  this  integration  occurs  both   ways,  i.e.  specific,  typed,  and  semantically  relevant  wiki  content  is  readily  accessible   to  external  applications,  and  Confluence  is  also  able  to  contextually  incorporate   structured  data  from  external  applications  into  its  pages  -­‐  to  render  itself  as  a   knowledge  portal.   zAgile’s  Wikidsmart  allows  users  to  leverage  their  existing  Confluence-­‐based   content  repositories.  It  allows  users  to  easily  capture  semantic  annotations  of   existing  content  as  well  as  create  new  content  using  semantic  templates  and   semantic  forms.  These  extensions  can  also  be  developed  for  other  commercial  or   open  source  wikis,  provided  that  the  wiki  supports  a  mechanism  for  development  of   user  extensions  and  form  templates.   zAgile’s  approach  also  separates  the  semantic  repository  from  the  wiki  content  so   that  the  wiki  functions  not  as  the  central  and  sole  repository  for  both  unstructured   content  and  semantic  annotations  but  as  one  of  many  application  that  contributes   semantically  relevant  data  to  a  central  repository  accessible  to  all  applications.  This   further  allows  users  to  have  distributed  and/or  federated  semantic  databases.   And  finally,  because  the  semantic  repository  is  accessible  to  all  applications   including  the  wiki  using  the  same  interfaces,  it  facilitates  two-­‐way  integration   between  wiki-­‐based  content  and  external  applications  that  are  also  creators  and   consumers  of  related  information.    This  level  of  integration  not  only  allows  the  wiki   to  share  common  information  with  other  application  but  also  to  extend  it,  thereby   creating  a  richer  knowledge  repository.   This  level  of  semantic  integration  between  the  wiki  and  other  applications  becomes   a  viable  framework  for  unifying  an  environment  of  disparate  and  heterogeneous   applications,  content  and  processes.   zAgile’s  solution  for  semantic  enablement  of  wikis  consists  of  the  following  high-­‐ level  functional  components:   Smart  ‘Semantic’  Templates             Through  the  use  of  customizable  form-­‐based  page  templates,  Wikidsmart  provides   an  easy  way  for  users  to  create  consistent  and  semi-­‐structured  content.    The   elements  of  any  such  form  are  mapped  directly  to  and  captured  in  the  underlying   copyright  zAgile  Inc.,  2011   7  
  • 8.   metamodel.    This  allows  for  each  element  on  the  page  to  represent  a  formal   semantic  concept  or  attribute.    For  example,  if  the  page  represents  a  Requirements   Document,  then  another  element  on  the  page  may  represent  a  related  Requirement   Item,  related  Project,  the  Author,  Stakeholder,  or  Task  assigned  to  an  individual   Requirement  Item.    While  leveraging  the  ease  of  the  wiki-­‐based  paradigm  for  user-­‐ based  content  creation,  the  templates  provide  powerful  medium  for  the  creation   of  semantically  structured  content.    Since  this  content  is  captured  in  a  centralized   repository,  it  is  easily  accessible  to  other  applications.     These  templates  also  contribute  significantly  to  overall  wiki  adoption,  since  they   minimize  user-­‐level  page  formatting  (via  wiki  markup)  and  result  in  consistent  page   layouts.       An  example  of  such  a  form  is  illustrated  below  for  creating  a  test  case  as  part  of  a   collection  of  a  test  suite.    The  test  case  has  elements,  which  formally  link  it  to   requirements  (Confluence),  components  (JIRA)  and  test  execution  tasks  (JIRA).      The   list  of  Related  Components,  are  derived  from  the  JIRA  project  associated  with  the   test  suite  (represented  by  the  page).    The  Related  Requirement  list  is  obtained  from   the  feature  linked  to  the  test  suite.           Similarly,  the  following  screenshot  shows  how  a  form-­‐based  template  in  Confluence   is  used  to  capture  structured  information  related  to  a  medical  device.     copyright  zAgile  Inc.,  2011   8  
  • 9.         The  value  of  the  template-­‐based  forms  is  further  enhanced  through  field-­‐level   validation  that  may  be  added  using  macro-­‐level  parameters  in  the  templates.      The   validation  may  also  be  tied  to  workflow  states  and  roles.    Thus  the  forms  can  almost   behave  like  enterprise  applications,  while  still  retaining  the  wiki  page  paradigm.   Semantic  Macros   zAgile’s  Wikidsmart  provides  macros  that  may  be  used  alongside  wiki  macros  and   markup  to  interact  with  the  semantic  database  and  retrieve  contextual  information   inline  within  the  page  content.    These  macros  provide  a  number  of  capabilities  that   collectively  support  the  implementation  of  knowledge  management  solutions  using   wikis.    The  following  are  a  few  of  the  key  capabilities  provided  via  these  macros,  at   the  page  or  paragraph  level:   Categorization—to  assign  formal  category  to  the  content.    Categorization  allows  you   to  identify  a  page  or  section  to  represent  a  category,  such  as  Requirement,  Hip   Implant,  Invoice,  or  IT  service  request.    Categories  may  represent  hierarchical   structures  and  formal  taxonomies.    Therefore,  it  is  possible  to  have  a  page  (or   section)  that  represents  a  structure  such  as  the  following:     Medical  Device-­>Implant-­>Hip  Implant-­>Primary  Hip  Implant-­>Primary  Hip  Implant   (cemented)   A  page  or  section  may  also  belong  to  multiple  categories,  as  a  result  of  inference,   based  on  its  properties.       Attribution—to  associate  the  content  with  formal  attributes  that  correspond  to  the   definition  of  the  Category  in  the  metamodel  or  ontology.  These  attributes  or   copyright  zAgile  Inc.,  2011   9  
  • 10.   properties  may  be  created  or  associated  (if  they  exist).  For  example,  the  priority   associated  with  a  requirement,  the  surface  coating  of  a  hip  implant,  or  description  of   an  invoice.         Through  categorization  and  attribution,  you  can  create  formal  relationships   between  pages  or  sections  in  the  wiki  that  represent  complex  logical  hierarchies  and   part-­‐whole  relationships,  without  the  constraint  of  the  physical  location  of  any  of   the  pages.    For  example,  a  page  may  be  a  Sub  Document  to  one  or  many  Documents   in  other  areas  in  the  wiki.    Such  cross-­‐referencing  is  automatic,  dynamic  and   independent  of  the  physical  location  of  the  content.    It  also  does  not  impose  any   tedious  maintenance  overhead.         Reference—for  the  inclusion,  by  contextual  reference,  of  information  that  may  exist   elsewhere  in  the  wiki  or  in  an  application  external  to  the  wiki.    For  example,   including  description  and  status  of  a  bug  (logged  in  JIRA)  on  the  corresponding   requirements  page  in  Confluence,  article  summaries  associated  with  an  implant   offered  by  a  journal,  and  vendor  information  related  to  an  invoice  (from  an   accounting  application).    This  capability  of  being  able  to  embed  references  in   content  allows  for  the  reference  to  be  contextual  and  dynamic,  i.e.  if  the  information   changes  at  the  source,  then  its  references  will  be  automatically  refreshed.    It   eliminates  the  need  for  manually  updating  information  in  wiki  pages  that  is  derived   from  outside  of  those  pages,  either  from  other  pages  in  the  wiki  or  from  external   applications.    It  improves  the  integrity  and  reliability  of  the  overall  content.   External  Integrations—for  two-­‐way  direct  and  ‘contextual’  integration  with  external   applications.    For  example,  creating  a  JIRA  approval  task  from  within  a  requirement   defined  in  a  Confluence  page.    This  level  of  integration  automatically  creates  a  two-­‐ way  link  between  the  task  and  the  requirement  for  ongoing  traceability.    It  provides   the  needed  context,  which  is  missing  if  task-­‐related  information  were  simply  pasted   into  that  page.      Similarly,  a  template-­‐based  Confluence  page  may  be  created  from   within  Salesforce  to  represent  an  account.    This  page  can  be  used  for  collaborative   inputs  related  to  the  account.    Using  some  of  the  capabilities  discussed  above,  this   page  can  also  automatically  display  cases  reported  for  that  account,  internal   resolution  status  of  each  case  and  product  releases,  which  address  specific  issues   raised  on  behalf  of  this  account.      The  page  becomes  the  focal  point  for  collaborative   activities  related  to  the  account.   Faceted  search         zAgile’s  Smart  Search  allows  the  users  to  specify  the  category  of  information  being   searched.    The  search  criterion  is  applied  to  a  specific  category  rather  than  to  all   content  in  the  wiki.       copyright  zAgile  Inc.,  2011   10  
  • 11.   Since  the  underlying  metamodel   supports  inheritance,  this  category  may   represent  any  level  in  the  taxonomy.       For  example,  a  Functional  Requirement   may  also  be  searched  using  its  parent   category–Requirement  or  other  super   categories  (Abstract  Requirement,   WorkProduct)  in  its  hierarchy.       The  search  returns  a  structured  result   set,  comprising  of  objects  matching  the   category  specified  in  the  search   parameter.    The  result  set  also  contains   known  attributes  and  relationships  of   the  object—across  applications.    For   example,  when  searching  for  a  requirement,  the  result  set  may  contain  its  author,   reviewer,  related  component  and  stakeholder,  as  shown  in  the  example  below.                   copyright  zAgile  Inc.,  2011   11  
  • 12.   Since  each  category  has  an  associated  and  formal  set  of  attributes,  it  is  also  possible   to  filter  the  search  results  based  on  the  values  in  these  attributes.           The  ‘Power  Search’  mode  presents  the  list  of  relevant   attributes  based  upon  the  category  being  searched,   as  shown  in  the  adjacent  screenshot.    Here,  all  the   attributes  for  ‘Requirement’  category  are  retrieved   from  the  metamodel  definition.    The  combo  boxes   will  contain  possible  objects  to  which  the   requirement  may  have  a  formal  relationship,  for   example,  an  associated  JIRA  issue  or  the  document  in   which  it  is  described.       And  finally,  search  isn’t  limited  to  just  wiki  content.    Since  the  wiki  is  integrated  into  a  common   information  platform,  search  has  access  to   information  from  all  sources.    This  is  in  contrast  to   the  typical  search  in  a  wiki,  which  is  limited  to   matching  character  strings  against  page  content,  tags   or  titles.      Therefore,  it  is  possible  in  Confluence  to   search  for  specific  projects  or  tasks  defined  in  JIRA,   or  accounts  defined  in  Salesforce.   SPARQL  Query   SPARQL  (an  RDF  query  language),  similar  in  syntax   to  SQL,  support  declarative  queries  against  graph   databases,  such  as  those  implemented  in  zAgile’s   semantic  repository.    SPARQL  support  in  Confluence   via  Wikidsmart  opens  up  a  number  of  possibilities   for  querying  data  from  any  source,  including  externally  published  content,  as  long  as   it  is  published  in  RDF.    This  provides  interesting  opportunities  for  bringing   information  together  in  a  page  from  a  number  of  sources.      The  query  result  set  may   be  combined  with  other  formatting  macros  in  Confluence,  as  shown  below,  to  create   dashboards  that  bring  information  together  from  a  variety  of  sources.       copyright  zAgile  Inc.,  2011   12  
  • 13.             This  illustration  above  is  a  section  of  a  dynamically  generated  page  in  Confluence,   comprising  of  a  number  of  SPARQL  queries  and  Confluence  markup  macros,  and   representing  information  related  to  a  JIRA  project  release  (or  Version)  and  its   related  features,  requirements  and  test  cases  defined  in  Confluence.      In  the  above   example,  a  single  query  returns  Features  being  delivered  in  a  Release,  and   associated  Requirements,  approval  status  and  development  tasks.   Machine-­‐based  Annotation   Using  Natural  Language  Processing  techniques,  machine-­‐based  annotation  of   unstructured  wiki  content  automatically  tags  words  or  phrases  in  a  page  if  they   match  any  references  in  the  semantic  database.      A  mouse  click  on  the  tagged  word   will  identify  its  category,  source,  and  any  other  contextual  information  associated   with  that  term.    This  eliminates  the  need  to  manually  tag  specific  references  in   paragraphs  and  pages  in  the  wiki.    The  annotation  is  dynamic  and  does  not  impact   copyright  zAgile  Inc.,  2011   13  
  • 14.   the  original  content.    Examples  of  its  implementation  include  tagging  clinical  terms   in  article  abstracts  in  a  Confluence  page  with  the  pop  up  displaying  associated   procedures,  videos  and  conditions  associated  with  those  terms.    In  the  context  of   software  engineering  lifecycle,  meeting  notes  related  to  a  project  could  be  similarly   annotated.    The  tags  will  automatically  identify  any  references  to  the  project,  its   related  artifacts  or  tasks.           Machine-­‐Readable  Content   Linked  Open  Data  (LOD)  is  a  set  of  guidelines  for  publishing  machine-­‐readable   content  that  can  be  interpreted  by  external  agents,  including  search  engines.    This   can  be  extremely  valuable  especially  when  publishing  product-­‐related  content  to  an   external  audience.  A  number  of  implementations  in  e-­‐commerce  (ex:  Best  Buy)  have   successfully  leveraged  this  capability  to  improve  search  engine  optimization  (SEO).         Wikidsmart  supports  Linked  Open  Data  based  content  publishing.    Within   Confluence  pages,  in  non-­‐display  mode,  machine-­‐readable  content  can  be   automatically  generated  for  any  semantic  categories  represented  on  the  page.      The   example  below  shows  a  Confluence  page  source  in  LOD-­‐based  format,  representing   information  related  to  a  medical  device  (ACF  Femoral  Component)  and  the   manufacturer  of  that  device  (Biomet  Inc.).    The  representation  includes  a  number  of   standard  ontologies  including  GoodRelations,  vCard  and  eClassOWL.     copyright  zAgile  Inc.,  2011   14  
  • 15.       Wikidsmart  Architecture   The  following  key  components  describe  the  architecture  of  Wikidsmart  and  further   illustrate  the  ways  in  which  it  allows  Confluence  to  become  integrated  with  other   enterprise  applications.   zAgile’s  Semantic  Repository     The  semantic  repository  comprises  of  a  set  of  formal  ontologies  and  metamodels   specific  to  a  domain  of  interest.  Specifically,  the  repository  supports  formal   ontologies  based  on  OWL  (Web  Ontology  Language)  language—a  W3C  specification.   The  ontologies  provide  a  highly  structured  framework  for  the  capture  and   annotation  of  semantically  relevant  data  pushed  from  the  participating  applications.   They  also  facilitate  integration  of  this  data  across  related  metamodels,  as  well  as   allow  for  inferencing  and  reasoning  for  implied  categorizations  and  inheritance  of   attributes.       zAgile’s  Semantic  Interface  Layer  (zSLayer)     The  semantic  interface  layer  provides  wikis  and  other  applications  with  interface  to   this  repository.  It  is  a  middleware  that  resides  between  the  ontology  repository  and   the  client  applications.  It  provides  a  consistent  way  to  interact  with  the  ontology   through  lightweight  serialize-­‐able  objects  that  can  be  exchanged  across  the  web.  It   also  maintains  a  Lucene  index  that  is  intended  to  be  a  fast  way  to  search  and   retrieve  individual  information  but  that  is  also  transparent  to  the  client  applications.   copyright  zAgile  Inc.,  2011   15  
  • 16.   zSLayer  also  provides  an  option  to  query  the  ontologies  it  handles,  allowing  the   client  application  to  choose  which  ontology  it  wants  to  query  or  if  it  wants  to  use  the   main  merged  ontology  that  holds  all.  Via  connectors,  all  applications  and  consumers   of  the  repository  can  use  a  consistent  API  to  access  the  semantic  repository.  This   layer  also  supports  standard  query  languages  like  SPARQL  which  can  be  embedded   within  wiki  pages  for  querying  and  navigating  the  semantic  graphs  in  the  repository.   zAgile’s  RPC  Server     This  server  provides  a  set  of  XML-­‐RPC  methods  for  accessing  zSLayer,  which   applications  (XML-­‐  RPC  clients)  can  use  to  query  or  save  semantic  data.  This  server   organizes  and  prepares  the  semantic  data  to  be  readable  by  a  client  application   written  in  any  language.  It  also  supports  that  access  in  JSON  format  by  using  URLs   for  querying  the  repository.         zAgile’s  Semantic  Plugin  for  Confluence  (Wikidsmart)     This  plugin  provides  the  interface  between  Confluence  and  the  zAgile  Semantic   Server.    It  supports  macros  for  creating  templates  and  forms  in  Confluence  for   annotating  wiki  pages.  Templates  are  based  upon  the  ontologies  and  metamodels   defined  in  the  semantic  repository.  They  allow  annotation  of  existing  content  as  well   copyright  zAgile  Inc.,  2011   16  
  • 17.   as  creation  of  new  forms  and  pages.  This  plugin  also  supports  macros  for   embedding  SPARQL  queries  within  wiki  pages,  as  discussed  above.   Conclusion   This  paper  highlights  the  power  and  capabilities  of  Wikidsmart  as  it  extends   Confluence  for  deeper  integration  within  the  enterprise  as  a  collaboration   application  and  an  information  portal.    This  level  of  integration  results  from  the   implementation  of  a  metamodel-­‐driven  architecture  and  semantic  capabilities  built   on  an  integration  platform  hosted  by  zAgile’s  zCALM  Server.      Wikidsmart  is  a   commercial  open  source  product,  available  on  SourceForge  and  from  zAgile.       For  more  information  on  Wikidsmart,  please  contact  info  at  zAgile.com.   copyright  zAgile  Inc.,  2011   17