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XML in the Wilderness
                                              Joe Gollner
                                           Vice President
                                       Stilo International
Copyright © Stilo International 2008
Patron Saint of Content Management




       Saint Jerome - Caravaggio (1605)

Saint Jerome (347 – 420 AD)
Patron Saint of Libraries, Librarians,
Archivists and Encyclopaedists
                              St Jerome in his Study
                       - Antonello da Messina (1460)
XML in the Wilderness
  A Little Background

  A Brief History
  of Content Technologies

  What about Content?

  Pointing towards the
  Hypertext Horizon


                            St Jerome in the Wilderness
                                 Albrecht Dürer (1495)
Markup and the Curious World of Content


                          1705

    Jonathan Swift                              John Dunton




                          Inter-Textuality
             Reference | Reuse | Republish | Ridicule
A Brief History of Content Technologies
  Where did content technologies
  come from?

  What lessons can we take from
  this history?

  Does it help us see XML
  differently?

  Does this shed light on
  how we might create and share
  content in the future?
In the Beginning

…were table(t)s…




…and
 and
 books…
Memex
           Adapting to the Exponential Growth in
              pg             p
                  Knowledge Resources




    1940   1960            1980            2000
Some “Provocative” Definitions
    Data
    Dt
      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”
      Accommodates Data, Information, and Knowledge
The Knowledge Dynamic




     The persistence of content is what has allowed this
        dynamic to accelerate at an exponential rate
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




                                                       Workstation - 1968
           1940             1960                1980        2000
The Internet
                                                 Connecting Organizations
                                              to form Knowledge Enterprises




Enterprise: bold, imaginative undertaking
enabled by the sharing of knowledge




               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
           g              g       y                             yp
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
              y,      p                            g
                                                              The Father
                                                              Th F th
                                                               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
                                                        y




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

                                                           Sir Tim Berners-Lee
                                                                The Father
  The K I
  Th Key Innovation of the Web:
               ti    f th W b                                   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 h
      dt     i i how it should b d
                          h ld be done (   (execution)
                                                   ti )
                                                             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 d i
      li ti       designed,d
 developed and deployed

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

 This focus explains a g
              p        great deal
 about the character of XML
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”
      2.0                  The               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
What About Content?
What XML has meant for Content Authors
  Authoring in XML exhibits two contradictory challenges
    Too much markup
       Gets in the way of creating content
       Forces a reliance on unfamiliar tools
       Adds a level of technical complexity
       to what is a creative task

    Not enough markup
       Some content demands precision
       Authors need clear guidance and
       useful feedback in order
       to satisfy this demand
       As more content is delivered to
       applications, this is more common
What XML has meant for Information Architects
  Information Modeling
    Syntax stabilization (restriction)
    Vocabulary definition constraints
       Models mirror communication
       patterns less naturally
       Sought simplicity & processability
    New language for declaring rules
       XML Schema (data constraints)

  Implementation
    Specific constraints on markup use
    Encourages instance verbosity
    Many complexities reintroduced
    Application challenges remained
What XML has meant for Publishers



                              XML




                     Multi-Format
                     Multi Format
                      Automatic
                      Publishing
   Authoring ith
   A th i with
 Structured Markup
What XML has really meant for Publishers



                            XML




                   Persistent
                  Multi-Channel
                   Interaction
   Continuous
   C ti
  Collaboration
Content Happens
  What is the nature of content really?
     Is it just the physical trace of an expression?
     Is it always new and original?
          No - Not really

     Or does content mix what previously existed with something new?
        Yes – More Likely

  Maybe content
     is fundamentally synthetic (an aggregate or composite)
     if d          t ll    th ti (            t              it )
     accumulates over time and evolves continuously through use
     is far from static and follows a path that is not predictable

  Maybe content is more of a process than a product?
Embedded Markup Considered Harmful (1997)
  Ted Nelson
    Has been a vocal critic of structured markup
    Sees it as an impediment & an intrusion
  Primary Objections to Embedded Markup
    Complicates editing & change tracking
    Impedes transpublishing
                                                     Theodor (Ted) Holm Nelson
       Reuse must be unimpeded
       Reuse often introduces changes
    Enforces unnatural & constraining structures on communication
    Ef           tl          t ii      tt                     i ti
  What is needed would accommodate:
       The “anarchic and overlapping relations”
                                pp g
       “deep version management”
       the “vast interconnectedness of ideas” ... Hypertext
Something on the Hypertext Horizon
          Darwin I f
          D   i Information T i A hit t
                       ti Typing Architecture (DITA)

                                                 Online Access
                                                 Wireless Access


                                                 Customers
                                                 Call Centre Staff
                                                 C ll C t St ff


                                                 Print Manuals
                                                 PDF

Sources     Topics   Repositories   Maps           Products

        Emerging out of the relatively mundane world of software
  and hardware documentation. An assemblage of “SGML Dirty Tricks”…
The Tao of DITA: Handling Variability & Change
                        Type Hierarchy
Maps

                                                              Default
                             Topic
                                                             Behaviour




                                                                                 Applications
                                                                                 A
                                                              Core Behaviour
           Concept           Task            Reference        Specializations


                                                                      Specific
                         Specialization                              Overrides




                                                                                 Domains
                          highlight        programming   software           UI
             Base
           Elements
                           new semantics                   specialization


   Introduces and continues to evolve a framework for handling content
 and its challenges more gracefully. Application layers are given a chance.
DITA enables an interesting mix of practices
    Promotes simplified markup for most content
    Allows specialization to be introduced
      When more detailed markup guidelines help authors
      When precise markup is essential for downstream applications
    Is introducing more sophisticated reuse behaviour
The Emergence of Content Technologies
  The initial focus of XML
  has not been on content
  DITA represents a serious
           p
  effort to direct attention towards
  the challenges of content
  The appearance of Web 2.0 is
  a sign that the infrastructure is
  maturing in its content handling
     Simplified interfaces
     Dynamic version management
     Instant l b l i t
     I t t global interaction
                           ti

  Hypertext is becoming possible
XML Returns from the Wilderness
 Saint Jerome
   Headed into isolation in the
   Syrian Desert
   Learned Hebrew
   Was able to create a new Latin
   translation of the bible (Vulgate)
   Established the t d d f
   E t bli h d th standard reference
 XML
   The fruits of success in application
                             pp
   integration are being seen (Web 2.0)
   DITA shows promise
      Addressing key content challenges
      Leveraging more of the SGML legacy
                                           St Jerome in his Study
      Creating industry momentum           Albrecht Dürer (1492)
Conclusion

 We can start to
 handle & leverage content
 in its true h
 i it t      hypertext form
                    t tf
 -- for the first time



 Joe Gollner
 VP e-Publishing Solutions
 Stilo International
 S il I        i   l
 jgollner@stilo.com

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XML in the Wilderness (Keynote at DocTrain West 2008)

  • 1. XML in the Wilderness Joe Gollner Vice President Stilo International Copyright © Stilo International 2008
  • 2. Patron Saint of Content Management Saint Jerome - Caravaggio (1605) Saint Jerome (347 – 420 AD) Patron Saint of Libraries, Librarians, Archivists and Encyclopaedists St Jerome in his Study - Antonello da Messina (1460)
  • 3. XML in the Wilderness A Little Background A Brief History of Content Technologies What about Content? Pointing towards the Hypertext Horizon St Jerome in the Wilderness Albrecht Dürer (1495)
  • 4.
  • 5.
  • 6. Markup and the Curious World of Content 1705 Jonathan Swift John Dunton Inter-Textuality Reference | Reuse | Republish | Ridicule
  • 7. A Brief History of Content Technologies Where did content technologies come from? What lessons can we take from this history? Does it help us see XML differently? Does this shed light on how we might create and share content in the future?
  • 8. In the Beginning …were table(t)s… …and and books…
  • 9. Memex Adapting to the Exponential Growth in pg p Knowledge Resources 1940 1960 1980 2000
  • 10. Some “Provocative” Definitions Data Dt 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” Accommodates Data, Information, and Knowledge
  • 11. The Knowledge Dynamic The persistence of content is what has allowed this dynamic to accelerate at an exponential rate
  • 12. 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
  • 13. Augmenting Human Intelligence Leveraging Automation to Assist Personal and Team Productivity Douglas Engelbart Workstation - 1966 Workstation - 1968 1940 1960 1980 2000
  • 14. The Internet Connecting Organizations to form Knowledge Enterprises Enterprise: bold, imaginative undertaking enabled by the sharing of knowledge 1940 1960 1980 2000
  • 15. The Vision of Hyper-Text Envisioning content forms that reflect how people think and collaborate Theodor (Ted) Holm Nelson 1940 1960 1980 2000
  • 16.
  • 17. Proprietary Content Formats Limiting the Interchangeability and Usefulness of all data types g g y yp
  • 18. CALS – Tackling the Interchange Problem PROBLEM INTERIM SOLUTION GOAL STDS Supplier Client Supplier Client Supplier and Client 1940 1960 1980 2000
  • 19. Standard Generalized Markup Language (SGML) 1940 1960 1980 2000
  • 20. 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 y, p g The Father Th F th 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
  • 21. The World Wide Web Where there’s a Will there’s a Way y 1940 1960 1980 2000
  • 22. World Wide Web – The Success of Simplicity Original Objective (1989) “to allow information sharing within internationally dispersed teams” HTML: HTML a simple use of a complex standard il f l tdd Sir Tim Berners-Lee The Father The K I Th Key Innovation of the Web: ti f th W b 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
  • 23. Extensible Markup Language (XML) Source: Microsoft 1940 1960 1980 2000
  • 24. 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 h dt i i how it should b d h ld be done ( (execution) ti ) 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
  • 25. XML The driving focus for XML has been facilitating a revolution in the way technology applications are d i li ti designed,d developed and deployed This addressed the failure of preceding approaches to adapt to genuinely open systems This focus explains a g p great deal about the character of XML
  • 26. Web 2.0 – The Social Web The second Emergent revolution in consequence web adoption of integration 1940 1960 1980 2000 2010
  • 27. Web 2.0 – All About Engagement Web 2 0 has been called “The Participatory Web” 2.0 The 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
  • 29. What XML has meant for Content Authors Authoring in XML exhibits two contradictory challenges Too much markup Gets in the way of creating content Forces a reliance on unfamiliar tools Adds a level of technical complexity to what is a creative task Not enough markup Some content demands precision Authors need clear guidance and useful feedback in order to satisfy this demand As more content is delivered to applications, this is more common
  • 30. What XML has meant for Information Architects Information Modeling Syntax stabilization (restriction) Vocabulary definition constraints Models mirror communication patterns less naturally Sought simplicity & processability New language for declaring rules XML Schema (data constraints) Implementation Specific constraints on markup use Encourages instance verbosity Many complexities reintroduced Application challenges remained
  • 31. What XML has meant for Publishers XML Multi-Format Multi Format Automatic Publishing Authoring ith A th i with Structured Markup
  • 32. What XML has really meant for Publishers XML Persistent Multi-Channel Interaction Continuous C ti Collaboration
  • 33. Content Happens What is the nature of content really? Is it just the physical trace of an expression? Is it always new and original? No - Not really Or does content mix what previously existed with something new? Yes – More Likely Maybe content is fundamentally synthetic (an aggregate or composite) if d t ll th ti ( t it ) accumulates over time and evolves continuously through use is far from static and follows a path that is not predictable Maybe content is more of a process than a product?
  • 34. Embedded Markup Considered Harmful (1997) Ted Nelson Has been a vocal critic of structured markup Sees it as an impediment & an intrusion Primary Objections to Embedded Markup Complicates editing & change tracking Impedes transpublishing Theodor (Ted) Holm Nelson Reuse must be unimpeded Reuse often introduces changes Enforces unnatural & constraining structures on communication Ef tl t ii tt i ti What is needed would accommodate: The “anarchic and overlapping relations” pp g “deep version management” the “vast interconnectedness of ideas” ... Hypertext
  • 35. Something on the Hypertext Horizon Darwin I f D i Information T i A hit t ti Typing Architecture (DITA) Online Access Wireless Access Customers Call Centre Staff C ll C t St ff Print Manuals PDF Sources Topics Repositories Maps Products Emerging out of the relatively mundane world of software and hardware documentation. An assemblage of “SGML Dirty Tricks”…
  • 36. The Tao of DITA: Handling Variability & Change Type Hierarchy Maps Default Topic Behaviour Applications A Core Behaviour Concept Task Reference Specializations Specific Specialization Overrides Domains highlight programming software UI Base Elements new semantics specialization Introduces and continues to evolve a framework for handling content and its challenges more gracefully. Application layers are given a chance.
  • 37. DITA enables an interesting mix of practices Promotes simplified markup for most content Allows specialization to be introduced When more detailed markup guidelines help authors When precise markup is essential for downstream applications Is introducing more sophisticated reuse behaviour
  • 38. The Emergence of Content Technologies The initial focus of XML has not been on content DITA represents a serious p effort to direct attention towards the challenges of content The appearance of Web 2.0 is a sign that the infrastructure is maturing in its content handling Simplified interfaces Dynamic version management Instant l b l i t I t t global interaction ti Hypertext is becoming possible
  • 39. XML Returns from the Wilderness Saint Jerome Headed into isolation in the Syrian Desert Learned Hebrew Was able to create a new Latin translation of the bible (Vulgate) Established the t d d f E t bli h d th standard reference XML The fruits of success in application pp integration are being seen (Web 2.0) DITA shows promise Addressing key content challenges Leveraging more of the SGML legacy St Jerome in his Study Creating industry momentum Albrecht Dürer (1492)
  • 40. Conclusion We can start to handle & leverage content in its true h i it t hypertext form t tf -- for the first time Joe Gollner VP e-Publishing Solutions Stilo International S il I i l jgollner@stilo.com