Measuring the Successof Content Strategy with       Metadata   By Jason Owen, Ixiasoft
About Jason• 14 years in technical communication   DITA specialist for Ixiasoft   Information architect   Technical wri...
Key steps                 Communicate                            results1. Create your   content strategy   plan          ...
CONTENT STRATEGY                   4
Key steps1. Create your   content strategy   plan                      5
Why do we need metrics for contentstrategy?• Credibility   Credible professions require to show that goals are met   Cre...
Benchmarking• Benchmarking is a comparison of your content  strategy with your competitors   Performance benchmarking – H...
How technical publications add value                                       8
What do you need to do?• Put together your content strategy plan:   What content?   What products and services?    • Wha...
Not a case of if you build it they will come…• You cannot build a content strategy plan, even for  just your group, by you...
KEY METRICS              11
Key steps1. Create your   content strategy   plan2. Determine the   metrics that will be   used to measure   those goals  ...
Reasons for measuring• Douglas Hubbard, in How to Measure Anything, says  that we need effective measurements to make  bet...
Measurement• Measurement relies on the collection and analysis of  data, which are then compared to standards, goals,  obj...
Examples of criteria for assessing valueUser criteria      Value added examplesEase of use        • Indexing              ...
Analysis Tools• Satisfaction surveys• Search log analysis• Database analysis• Usability testing                         16
Categories of measurement• Process measures   Focused on the activities to transform data and information    into content...
What did you need to do?• Examples:     Personalization     Fast publishing     Content quality     High-availability ...
METADATA FOR METRICS                       19
Key steps1. Create your   content strategy   plan2. Determine the   metrics that will be   used to measure   those goals3....
Metadata is….• Structured information that describes, explains,  locates, or otherwise makes it easier to retrieve,  use, ...
Metadata is fun!Well, maybe not this fun… Oh Metadata!                                         22
Principles of metadata for measuringcontent strategy• Good metadata…   Supports organizational needs   Is appropriate to...
Types of metadataType          Descriptive           Structural      AdministrativeDescription   Describes an object   Ind...
Common metadata issues• Missing metadata• Incorrect metadata• Confusing metadata• Insufficient metadata All impact issues ...
Metadata typologies• Embedded metadata   Stored as part of the content   Stored in content prologs• Associated metadata ...
What do you need to do?Develop your metadata strategy:1.Determine the metadata to measure the success ofyour content strat...
COMMUNICATE RESULTS                      28
Key steps1. Create your   content strategy   plan2. Determine the   metrics that will be   used to measure   those goals3....
Graphical and tabular information• BIRT: Business Intelligence and Reporting Tools   Open-source project   Runs as a plu...
What do you need to do?Communicate the progress on the content strategyplan:1.Build a report template2.Create queries to m...
Resources• Rockley, Ann & Cooper, Charles. Managing  Enterprise Content: A Unified Content Strategy (2nd  ed.).• Baca, Mur...
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Transcript of "Jason Owen - Mesuring the Sucess of Content Strategy with Metadata"

  1. 1. Measuring the Successof Content Strategy with Metadata By Jason Owen, Ixiasoft
  2. 2. About Jason• 14 years in technical communication  DITA specialist for Ixiasoft  Information architect  Technical writer• Educational background  Technical communication (MSTC)  Library and information science (MLIS) 2
  3. 3. Key steps Communicate results1. Create your content strategy plan Metadata2. Determine the metrics that will be used to measure those goals Key metrics3. Apply metadata to content4. Communicate results to Content strategy stakeholders 3
  4. 4. CONTENT STRATEGY 4
  5. 5. Key steps1. Create your content strategy plan 5
  6. 6. Why do we need metrics for contentstrategy?• Credibility  Credible professions require to show that goals are met  Credibility helps build trust• Trust  Use metrics to build trust with stakeholders  Provide the value of our work to stakeholders, whom we may never meet face-to-face  Metrics become our face and are the foundation for establishing trust• Reputation  Earned by showing the capabilities and values in our past work  We have to be able to show that we have met the goals of our content strategy plan 6
  7. 7. Benchmarking• Benchmarking is a comparison of your content strategy with your competitors  Performance benchmarking – How does our performance compare with our competitors performance?  Process benchmarking – How can we learn from the business processes of our competitors? 7
  8. 8. How technical publications add value 8
  9. 9. What do you need to do?• Put together your content strategy plan:  What content?  What products and services? • What do your customers need to know? • What content will benefit your business for your customers to know?  What audiences?  What do your customers need? 9
  10. 10. Not a case of if you build it they will come…• You cannot build a content strategy plan, even for just your group, by yourself• Build the content strategy in a collaborative fashion with stakeholders 10
  11. 11. KEY METRICS 11
  12. 12. Key steps1. Create your content strategy plan2. Determine the metrics that will be used to measure those goals 12
  13. 13. Reasons for measuring• Douglas Hubbard, in How to Measure Anything, says that we need effective measurements to make better decisions  Diagnosis – Determine how a specific part of the content strategy is performing  Justification – Justify continuing a part of the content strategy  Orientation – Use to make decisions about the direction of the content strategy  Rewards – Assess the improvements made as part of the content strategy and how to reward individuals or groups 13
  14. 14. Measurement• Measurement relies on the collection and analysis of data, which are then compared to standards, goals, objectives, etc.• Assessment questions:  How many?  How economical?  How accurate?  How reliable?  How prompt?  How satisfied? 14
  15. 15. Examples of criteria for assessing valueUser criteria Value added examplesEase of use • Indexing • Glossary • Linking • Access (subject description, short descriptions) • Ordering/sequencingQuality • Item identification • Currency • Reliability • Validity • ConcisenessAdaptability • Response speed • Precision 15
  16. 16. Analysis Tools• Satisfaction surveys• Search log analysis• Database analysis• Usability testing 16
  17. 17. Categories of measurement• Process measures  Focused on the activities to transform data and information into content  Can be measured by quantifying the cost or time to perform a specific task or process• Output measures  Indicate the degree to which content is used by users  Indicate satisfaction of users 17
  18. 18. What did you need to do?• Examples:  Personalization  Fast publishing  Content quality  High-availability  Consistency  Sequencing  Easy access  Navigation 18
  19. 19. METADATA FOR METRICS 19
  20. 20. Key steps1. Create your content strategy plan2. Determine the metrics that will be used to measure those goals3. Apply metadata to content 20
  21. 21. Metadata is….• Structured information that describes, explains, locates, or otherwise makes it easier to retrieve, use, or manage an information object (Zeng and Qin)• Data provided in machine processable forms and communicated via protocols• Metadata is the bridge between content strategy and metrics  Metadata helps you find data what you need to know 21
  22. 22. Metadata is fun!Well, maybe not this fun… Oh Metadata! 22
  23. 23. Principles of metadata for measuringcontent strategy• Good metadata…  Supports organizational needs  Is appropriate to the materials in the collection  Uses standard controlled vocabularies  Includes a clear statement on the conditions and terms of use  Supports the long-term management of objects 23
  24. 24. Types of metadataType Descriptive Structural AdministrativeDescription Describes an object Indicates how Provides for purposes such the type of information to as findability and objects help manage identification objectsExamples topic IDs, index root elements rights, states, terms and (topic types) dependencies keywords, conditional attribute values 24
  25. 25. Common metadata issues• Missing metadata• Incorrect metadata• Confusing metadata• Insufficient metadata All impact issues impact discovery, interoperability, and reusability.
  26. 26. Metadata typologies• Embedded metadata  Stored as part of the content  Stored in content prologs• Associated metadata  Stored separately with linkages in a CMS  Stored in CMS properties files
  27. 27. What do you need to do?Develop your metadata strategy:1.Determine the metadata to measure the success ofyour content strategy2.Decide where to apply metadata  Document the schema  Produce guidelines for using the schema3.Apply metadata to content4.Test metadata for creating reports 27
  28. 28. COMMUNICATE RESULTS 28
  29. 29. Key steps1. Create your content strategy plan2. Determine the metrics that will be used to measure those goals3. Apply metadata to content4. Communicate results to stakeholders 29
  30. 30. Graphical and tabular information• BIRT: Business Intelligence and Reporting Tools  Open-source project  Runs as a plugin for Eclipse  The plugin package for installation can be downloaded from http://www.eclipse.org/birt/phoenix 30
  31. 31. What do you need to do?Communicate the progress on the content strategyplan:1.Build a report template2.Create queries to measure your key metrics3.Create report and insert query results into report  Identify the objectives of your content strategy  Definition of a metric or score for each objective  A target value  A target date  A periodic measurement cycle4.Meet with stakeholders  Do not simply send them a report (they probably won’t read it) 31
  32. 32. Resources• Rockley, Ann & Cooper, Charles. Managing Enterprise Content: A Unified Content Strategy (2nd ed.).• Baca, Murtha (ed.). Introduction to Metadata, 2nd ed.• Peh, Diana, et al. BIRT: A Field Guide.• Weinberger, David. Everything is Miscellaneous: The Power of the New Digital Disorder.• Zeng, Marcia L & Qin, Jian. Metadata. 32
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