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Content Fusion:
or, There’s a Piece of Data
Lodged in my Document                                 Joe Gollner
                              jgollner@stilo.com / www.stilo.com
                              Vice President Enterprise Solutions
                                               Stilo International
Content Challenges at Hand
      Volume
      Complexity
      Change
      Validity
        Accuracy
        Currency
        Correctness
      Time
        To create
        To manage
        To find
        To use
      Cost
The Real Content Challenge
  Massive growth
    In the sophistication of systems
    In the volume of content
    becoming available
    In the diversity of content sources
    becoming available

  Ironic Consequence of the
  Knowledge Age
    The Ignorance Explosion
    We are not keeping up with the
    systems and content we are creating
    Technology change is not predictable:
    swarm patterns of collective action
Not All Swarms are Destructive




        Locusts                  Traders
The Virtuous Swarm of Content and Technology




       Facebook                 Twitter
The Questions to be Addressed

  How is content changing?
  How is technology changing?
  How are organizations changing?

  or

  How does content need to change?
  How does technology need to change?
  How do organizations need to change?
Stepping Stones
  A Brief History of
  Content Technologies

  Case Study:
  Mommy, where do Airplanes
  come from?

  The Truth about Content

  The Emergence of
  Intelligent Content
A Brief History of Content Technologies
 Paperwork:
 The Empire of
 Documents

 The evolution of
 open content
 technologies

 The current state of
 open content
 technologies
In the Beginning

…were table(t)s…




…and
 books…
Paperwork: The Empire of Documents




19th
Century
Mechanizing Documents
Storing Documents
Accessing Documents
Transporting Documents
Transacting Documents




Order entry,
accounting,
inventory,
shipping,…
War
Production
Memex
                  Adapting to the Exponential Growth in
                         Knowledge Resources




Seeking a new
medium in which
documents would
become more
manageable &
more dynamic

         1940     1960            1980            2000
Knowledge Application with Technology
               Leveraging Knowledge through Automation




                         The modern organization cannot survive
                            without automation as a means to
                           encapsulate & leverage knowledge
      1940        1960               1980           2000
Augmenting Human Intelligence
      Leveraging Automation to Assist Personal and Team Productivity


 Douglas Engelbart




                              Workstation - 1966
                     An integrated working environment
                          in which “paperwork” was
                           performed electronically
                            & with great efficiency       Workstation - 1968
           1940                1960                1980        2000
The Internet
                                                Connecting Organizations
                                             to form Knowledge Enterprises




    Combining the capabilities
of research facilities to undertake
    more challenging projects



               1940                   1960               1980           2000
The Vision of Hyper-Text
 Envisioning content forms that reflect how people think and collaborate




  Theodor (Ted) Holm Nelson




         1940                 1960           1980            2000
Proprietary Content Formats
    Limiting the Interchangeability and Usefulness of all data types
CALS – Tackling the Interchange Problem
      PROBLEM            INTERIM SOLUTION                    GOAL




                                     STDS




   Supplier     Client    Supplier          Client      Supplier and Client




         1940             1960                   1980            2000
Standard Generalized Markup Language (SGML)




      1940      1960      1980    2000
SGML
  SGML
    Reflected human communication patterns
    Provided substantial flexibility
    Automated processing was “difficult”
    Adopted in documentation-intensive sectors
                                                            Charles Goldfarb
       Military, Aerospace and Commercial Publishing
                                                              The Father
                                                               of SGML
  The Key Innovation of SGML:
       naming something (understanding) is different than
       describing what should be done with it (behaviour)

       naming something is the important part
          naming something and defining its behaviour
          benefits from sophistication
The World Wide Web
                       Where there’s a Will there’s a Way




      1940      1960             1980           2000
World Wide Web – The Success of Simplicity
  Original Objective (1989)
    “to allow information sharing within
               internationally dispersed teams”
    HTML: a simple use of a complex standard

                                                           Sir Tim Berners-Lee
                                                                The Father
  The Key Innovation of the Web:                                of the Web
       deciding what to do (intention) is different than
       determining how it should be done (execution)

       deciding what to do is the important part
           communicating an intention and successfully executing it
           benefits from simplicity
Extensible Markup Language (XML)




                                          Source: Microsoft
      1940       1960     1980     2000
The Key Innovations of XML
 The Key Innovations of XML:
   Fusing the innovations of SGML and the Web
      naming something (understanding) is different than
      describing what should be done with it (behaviour)
      deciding what to do (intention) is different than
      determining how it should be done (execution)
                                                             Yuri Rubinsky
                                                           The Spiritual Father
 XML exhibits an unresolved tension between                     of XML

   Sophistication
      to meet the needs of application integration
   Simplicity
      to meet the needs of people interacting with technology
XML
 The driving focus for XML
 has been facilitating a revolution
 in the way technology
 applications are designed,
 developed and deployed

 This addressed the failure of
 preceding approaches to adapt
 to genuinely open systems

 This focus explains a great deal
 about the character of XML
Service Oriented Architectures (SOA)




                                                     Source: Microsoft
       1940       1960      1980       2000   2010
Web 2.0 – The Social Web




The second                            Emergent
revolution in                     consequence
web adoption                      of integration




        1940     1960      1980    2000   2010
Web 2.0 – All About Engagement
  Web 2.0 has been called “The Participatory Web”
  Key technical elements include:
     AJAX – Asynchronous JavaScript and XML
     simple syndication protocols – RSS / ATOM
     simplified web services – Aggregator APIs
     Folksonomies – collaborative tagging
     Processable content – XHTML / CSS / Microformats
     Addressable, traceable, dynamic, collaborative content – wiki / blog

  Much closer to the original idea behind the ‘web’
  The centrality of XML in making this possible is often missed
The Semantic Web
 Introducing a formal, interchangeable
 expression of meaning suitable to
 automated processing.
 Essential for marshalling radically
 distributed services.




                    Content for Machines
           1940               1960         1980   2000   2010
Darwin Information Typing Architecture (DITA)




DITA provides an evolving framework for handling content and its challenges more
    gracefully than previously. Application layers are given a chance to adapt.
           1940                1960             1980            2000    2010
Office Open XML (OOXML)




             ISO/IEC 29500:2008
              (not without protest)

               Ubiquitous XML
      1940      1960           1980   2000   2010
A Matrix of Derivative Applications
  The Next Generation of Derivative Applications
     Draw upon massive volumes of content
     Rely heavily on reusable
     portable application modules,
     standard interfaces,
     cloud resources,
     & open content
     Evolve rapidly to meet new
     demands and to leverage
     availability of new resources
     Enable dynamically assembled solutions
     & personalized performance support tools
     [the digital enterprise connects to the personal knowledge appliance]
Mommy, where do airplanes comes from?

A Case Study
From the Mind of a Genius, of course!




                      2

        1                       3         Most
                                        common
                                         answer
                                           but
                       4                 wrong!
The Real Content Lifecycle behind Airplanes
    A Library of Engineering Standards is the starting point
    Each step in the process
       Reuses & references this source documentation
       Introduces new content & initiates changes in preceding content
The Real Answer Looks More Like This




                             4
           2
                   3
  1                                    5



            6                    6
The Complex Content Interrelationships
   Engineering Standards
     Provide content controls, inputs & references for the design process
     Become an integral part of all subsequent content
     Derive their authority from their status as documents
Changing the Way We Think About Content
 An Integrated View of Content
    Controls
    Sources (Inputs)
    Outputs
    References (Mechanisms)




 Notable Considerations
    References include revisions
    Controls govern validation
    Outputs cover the full spectrum
The Assembly before the Assembly
The Nature of Content Services
                           Content Services
                           break down into:
                             Document Services
                                Delivery of formatted
                                documents that
                                facilitate business
                                transactions
                             Data Services
                                Provide highly precise
                                inputs to applications
                             Logic Services
                                Provide highly precise
                                sequencing guidance
                                to people, processes &
                                applications
The Governing Content Architecture
Enriching Content Assets to Support the Vision
Content Oriented Architecture (COA)
                     Repository
Strategies for Integrating Data, Logic & Text
    Legacy standards information is typically “mixed”
       Data is often difficult to isolate & Logic is often hidden as implicit
    Linked models are preferable (division of responsibilities)
Enterprise Content Processes
The Truth about Content
Content is how we Communicate
                          Content is the physical form
                           of human communication
                             Content is meaningful
                            because it entails context




                               Narrative Structures
                               Implied Associations
   Associative Memory                                         Associative Memory
                                 Intended Results
  Acquired Perspectives                                      Acquired Perspectives
  Imperfect Expression                                      Imperfect Interpretation
                          Content is typically serialized
                               due to the ways we
                     express, store and interpret information
The Content Ecosystem
                       Content connects everything




   Content populates an ecosystem where people receive, internalize,
  modify, use, create and share that content. In this way, content evolves.
Documents as Authoritative Content Transactions
            The document has proven to be an indispensible
            device for communicating and retaining content
                    as part of business transactions




      Historically documents have also caused problems for content:
  redundancy proliferation, format orientation, and potential obsolescence
The Four Dimensions of Content Transactions
When content
is deployed within
documents,
it will exist for a
specific time,
assume a particular
format, be related to
other documents,
and be used to
execute business
of varying degrees
of formality.

This framework helps
us to understand
how the documents,
and their content, will
need to be managed.
Implications of this Dimensional Perspective
All document types
participate in each
of the dimensions.

Different document
types are mapped
differently into each
dimension.

The coverage of
the dimensions will
be primarily
determined by the
semantic depth
of the content
embodied in each
document type.
The True Nature of Content
Content is the persistent physical form of human communication transactions.
It is highly complex because it must facilitate the exchange of semantics ranging from
how we represent experience (data),
through how we communicate with others (information),
to how we record and evolve our understanding of the world (knowledge).
 This scale determines the
semantic depth of
the content.
Core Definitions
   Data
     Data is the meaningful representation of experience

   Information
     Information is the meaningful organization of data communicated in a
     specific context with the purpose of informing others

   Knowledge
     Knowledge is the meaningful organization of information, expressing
     an evolving understanding of a subject
     and establishing a basis for judgment and the potential for action.

   Content
     What is “contained” and “communicated” as transactional documents
     Manifestation of Data, Information, and Knowledge
Content and the Knowledge Dynamic




 Ideally, content would fully expose data, information & knowledge in a way
              that was both persistent and universally accessible
The Emergence of Intelligent Content
  The Evolution of
  Content Technologies
    Makes it possible to encode
    content in a way that is:
        Discoverable
        Processable
        Informative
    Makes it possible to deploy
    tools that enable users:
        to create rich content
        to access personalized documents
        to access applications tailored to their needs
    Combines with other factors to produce conditions of emergence
        Digitization of knowledge resources & business processes
The Meaning of Intelligent Content
    Intelligent Content
       Expresses its full
       meaning in an open
       manner
       Can be used by people
       and by applications
       Can be located based
       on its content & context
       Can be tailored to fit
       specific circumstances
       Can be delivered as a
       combination of
       authoritative documents
       & application behaviour
       (work instruments)
The Function of Intelligent Content

Intelligent content
can play the
unique role
of integrating
knowledge assets,
technology




                                      Result
                      Intent




resources
& business
processes
in ways that can be
streamlined,
systematically
optimized &
adapted dynamically
The Significance of Intelligent Content
  In the Age of Intelligent Content
     The persistence of content
     becomes more certain
     Technology resources become far
     more contingent & disposable
     Business processes become far
     more adaptable
     Radical change become far more
     feasible in business models & tools
     Knowledge assets truly become the
     core assets of the enterprise
     Knowledge becomes increasingly
     “executable” & this drives evolution
     The Fractal Enterprise emerges
Some More Questions
 What are the practical
 implications?

 What practices need to be
 put in place to work with
 Intelligent Content?

 What types of solutions
 benefit the most from
 Intelligent Content?

                                Comments or Questions:
 What are the main obstacles?
                                  jgollner@stilo.com
The Virtuous Swarm of Content & Technology




Questions?
References
   This presentation leverages material developed in the
   following papers:
     The Emergence of Intelligent Content
     (Jan 2009)
     Implementing Content Technologies on an Enterprise Scale
     (Feb 2008)
     The Anatomy of Knowledge
     (Oct 2006)


   Available at: www.gollner.ca

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Fusion: Intelligent Content Emerges from Complex Interrelationships

  • 1. Content Fusion: or, There’s a Piece of Data Lodged in my Document Joe Gollner jgollner@stilo.com / www.stilo.com Vice President Enterprise Solutions Stilo International
  • 2. Content Challenges at Hand Volume Complexity Change Validity Accuracy Currency Correctness Time To create To manage To find To use Cost
  • 3. The Real Content Challenge Massive growth In the sophistication of systems In the volume of content becoming available In the diversity of content sources becoming available Ironic Consequence of the Knowledge Age The Ignorance Explosion We are not keeping up with the systems and content we are creating Technology change is not predictable: swarm patterns of collective action
  • 4. Not All Swarms are Destructive Locusts Traders
  • 5. The Virtuous Swarm of Content and Technology Facebook Twitter
  • 6. The Questions to be Addressed How is content changing? How is technology changing? How are organizations changing? or How does content need to change? How does technology need to change? How do organizations need to change?
  • 7. Stepping Stones A Brief History of Content Technologies Case Study: Mommy, where do Airplanes come from? The Truth about Content The Emergence of Intelligent Content
  • 8. A Brief History of Content Technologies Paperwork: The Empire of Documents The evolution of open content technologies The current state of open content technologies
  • 9. In the Beginning …were table(t)s… …and books…
  • 10. Paperwork: The Empire of Documents 19th Century
  • 16. Memex Adapting to the Exponential Growth in Knowledge Resources Seeking a new medium in which documents would become more manageable & more dynamic 1940 1960 1980 2000
  • 17. Knowledge Application with Technology Leveraging Knowledge through Automation The modern organization cannot survive without automation as a means to encapsulate & leverage knowledge 1940 1960 1980 2000
  • 18. Augmenting Human Intelligence Leveraging Automation to Assist Personal and Team Productivity Douglas Engelbart Workstation - 1966 An integrated working environment in which “paperwork” was performed electronically & with great efficiency Workstation - 1968 1940 1960 1980 2000
  • 19. The Internet Connecting Organizations to form Knowledge Enterprises Combining the capabilities of research facilities to undertake more challenging projects 1940 1960 1980 2000
  • 20. The Vision of Hyper-Text Envisioning content forms that reflect how people think and collaborate Theodor (Ted) Holm Nelson 1940 1960 1980 2000
  • 21. Proprietary Content Formats Limiting the Interchangeability and Usefulness of all data types
  • 22. CALS – Tackling the Interchange Problem PROBLEM INTERIM SOLUTION GOAL STDS Supplier Client Supplier Client Supplier and Client 1940 1960 1980 2000
  • 23. Standard Generalized Markup Language (SGML) 1940 1960 1980 2000
  • 24. SGML SGML Reflected human communication patterns Provided substantial flexibility Automated processing was “difficult” Adopted in documentation-intensive sectors Charles Goldfarb Military, Aerospace and Commercial Publishing The Father of SGML The Key Innovation of SGML: naming something (understanding) is different than describing what should be done with it (behaviour) naming something is the important part naming something and defining its behaviour benefits from sophistication
  • 25. The World Wide Web Where there’s a Will there’s a Way 1940 1960 1980 2000
  • 26. World Wide Web – The Success of Simplicity Original Objective (1989) “to allow information sharing within internationally dispersed teams” HTML: a simple use of a complex standard Sir Tim Berners-Lee The Father The Key Innovation of the Web: of the Web deciding what to do (intention) is different than determining how it should be done (execution) deciding what to do is the important part communicating an intention and successfully executing it benefits from simplicity
  • 27. Extensible Markup Language (XML) Source: Microsoft 1940 1960 1980 2000
  • 28. The Key Innovations of XML The Key Innovations of XML: Fusing the innovations of SGML and the Web naming something (understanding) is different than describing what should be done with it (behaviour) deciding what to do (intention) is different than determining how it should be done (execution) Yuri Rubinsky The Spiritual Father XML exhibits an unresolved tension between of XML Sophistication to meet the needs of application integration Simplicity to meet the needs of people interacting with technology
  • 29. XML The driving focus for XML has been facilitating a revolution in the way technology applications are designed, developed and deployed This addressed the failure of preceding approaches to adapt to genuinely open systems This focus explains a great deal about the character of XML
  • 30. Service Oriented Architectures (SOA) Source: Microsoft 1940 1960 1980 2000 2010
  • 31. Web 2.0 – The Social Web The second Emergent revolution in consequence web adoption of integration 1940 1960 1980 2000 2010
  • 32. Web 2.0 – All About Engagement Web 2.0 has been called “The Participatory Web” Key technical elements include: AJAX – Asynchronous JavaScript and XML simple syndication protocols – RSS / ATOM simplified web services – Aggregator APIs Folksonomies – collaborative tagging Processable content – XHTML / CSS / Microformats Addressable, traceable, dynamic, collaborative content – wiki / blog Much closer to the original idea behind the ‘web’ The centrality of XML in making this possible is often missed
  • 33. The Semantic Web Introducing a formal, interchangeable expression of meaning suitable to automated processing. Essential for marshalling radically distributed services. Content for Machines 1940 1960 1980 2000 2010
  • 34. Darwin Information Typing Architecture (DITA) DITA provides an evolving framework for handling content and its challenges more gracefully than previously. Application layers are given a chance to adapt. 1940 1960 1980 2000 2010
  • 35. Office Open XML (OOXML) ISO/IEC 29500:2008 (not without protest) Ubiquitous XML 1940 1960 1980 2000 2010
  • 36. A Matrix of Derivative Applications The Next Generation of Derivative Applications Draw upon massive volumes of content Rely heavily on reusable portable application modules, standard interfaces, cloud resources, & open content Evolve rapidly to meet new demands and to leverage availability of new resources Enable dynamically assembled solutions & personalized performance support tools [the digital enterprise connects to the personal knowledge appliance]
  • 37. Mommy, where do airplanes comes from? A Case Study
  • 38. From the Mind of a Genius, of course! 2 1 3 Most common answer but 4 wrong!
  • 39. The Real Content Lifecycle behind Airplanes A Library of Engineering Standards is the starting point Each step in the process Reuses & references this source documentation Introduces new content & initiates changes in preceding content
  • 40. The Real Answer Looks More Like This 4 2 3 1 5 6 6
  • 41. The Complex Content Interrelationships Engineering Standards Provide content controls, inputs & references for the design process Become an integral part of all subsequent content Derive their authority from their status as documents
  • 42. Changing the Way We Think About Content An Integrated View of Content Controls Sources (Inputs) Outputs References (Mechanisms) Notable Considerations References include revisions Controls govern validation Outputs cover the full spectrum
  • 43. The Assembly before the Assembly
  • 44. The Nature of Content Services Content Services break down into: Document Services Delivery of formatted documents that facilitate business transactions Data Services Provide highly precise inputs to applications Logic Services Provide highly precise sequencing guidance to people, processes & applications
  • 45. The Governing Content Architecture
  • 46. Enriching Content Assets to Support the Vision
  • 47. Content Oriented Architecture (COA) Repository
  • 48. Strategies for Integrating Data, Logic & Text Legacy standards information is typically “mixed” Data is often difficult to isolate & Logic is often hidden as implicit Linked models are preferable (division of responsibilities)
  • 50. The Truth about Content
  • 51. Content is how we Communicate Content is the physical form of human communication Content is meaningful because it entails context Narrative Structures Implied Associations Associative Memory Associative Memory Intended Results Acquired Perspectives Acquired Perspectives Imperfect Expression Imperfect Interpretation Content is typically serialized due to the ways we express, store and interpret information
  • 52. The Content Ecosystem Content connects everything Content populates an ecosystem where people receive, internalize, modify, use, create and share that content. In this way, content evolves.
  • 53. Documents as Authoritative Content Transactions The document has proven to be an indispensible device for communicating and retaining content as part of business transactions Historically documents have also caused problems for content: redundancy proliferation, format orientation, and potential obsolescence
  • 54. The Four Dimensions of Content Transactions When content is deployed within documents, it will exist for a specific time, assume a particular format, be related to other documents, and be used to execute business of varying degrees of formality. This framework helps us to understand how the documents, and their content, will need to be managed.
  • 55. Implications of this Dimensional Perspective All document types participate in each of the dimensions. Different document types are mapped differently into each dimension. The coverage of the dimensions will be primarily determined by the semantic depth of the content embodied in each document type.
  • 56. The True Nature of Content Content is the persistent physical form of human communication transactions. It is highly complex because it must facilitate the exchange of semantics ranging from how we represent experience (data), through how we communicate with others (information), to how we record and evolve our understanding of the world (knowledge). This scale determines the semantic depth of the content.
  • 57. Core Definitions Data Data is the meaningful representation of experience Information Information is the meaningful organization of data communicated in a specific context with the purpose of informing others Knowledge Knowledge is the meaningful organization of information, expressing an evolving understanding of a subject and establishing a basis for judgment and the potential for action. Content What is “contained” and “communicated” as transactional documents Manifestation of Data, Information, and Knowledge
  • 58. Content and the Knowledge Dynamic Ideally, content would fully expose data, information & knowledge in a way that was both persistent and universally accessible
  • 59. The Emergence of Intelligent Content The Evolution of Content Technologies Makes it possible to encode content in a way that is: Discoverable Processable Informative Makes it possible to deploy tools that enable users: to create rich content to access personalized documents to access applications tailored to their needs Combines with other factors to produce conditions of emergence Digitization of knowledge resources & business processes
  • 60. The Meaning of Intelligent Content Intelligent Content Expresses its full meaning in an open manner Can be used by people and by applications Can be located based on its content & context Can be tailored to fit specific circumstances Can be delivered as a combination of authoritative documents & application behaviour (work instruments)
  • 61. The Function of Intelligent Content Intelligent content can play the unique role of integrating knowledge assets, technology Result Intent resources & business processes in ways that can be streamlined, systematically optimized & adapted dynamically
  • 62. The Significance of Intelligent Content In the Age of Intelligent Content The persistence of content becomes more certain Technology resources become far more contingent & disposable Business processes become far more adaptable Radical change become far more feasible in business models & tools Knowledge assets truly become the core assets of the enterprise Knowledge becomes increasingly “executable” & this drives evolution The Fractal Enterprise emerges
  • 63. Some More Questions What are the practical implications? What practices need to be put in place to work with Intelligent Content? What types of solutions benefit the most from Intelligent Content? Comments or Questions: What are the main obstacles? jgollner@stilo.com
  • 64. The Virtuous Swarm of Content & Technology Questions?
  • 65. References This presentation leverages material developed in the following papers: The Emergence of Intelligent Content (Jan 2009) Implementing Content Technologies on an Enterprise Scale (Feb 2008) The Anatomy of Knowledge (Oct 2006) Available at: www.gollner.ca