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StrategiesForUsingMetadata

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  • Suite Solutions: DITA Quick Start Training for Authors iDTP, March 16-18, 2009
  • Transcript

    • 1. Strategies for Using Metadata Reuven Weiser, Suite Solutions
    • 2. Who am I?
      • Background in Computer Science and Education
      • Experience in several computer companies over the past decade
        • Web applications
        • Server- and Client-side applications
      • Early member of the Suite Solutions team
        • On-site and online training seminars
        • PDF and HTML style sheet projects
        • CMS integration
        • Project Management
    • 3. What is Suite Solutions?
      • Our Mission
      • To increase our customers’ profitability by significantly improving the efficiency of their information development and delivery processes.
      • Qualitative Advantage
      • Content Lifecycle Implementation (CLI) is Suite Solutions’ comprehensive approach – from concept to publication – to maximizing the value of your information assets.
      • Our professionals are with you at every phase, determining, recommending and implementing the most cost-effective, flexible and long term solution for your business.
    • 4. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 5. What is metadata? Source: http://itmanagement.earthweb.com/cnews/article.php/3878261/Tech-Comics-Whats-Metadata.htm
    • 6. What is metadata?
      • Metadata is “data about data”
      • It can be used to describe the nature of a publication or topic, or the nature of the product that the publication or topic is about.
      • Why is it helpful?
      • It allows for the inclusion of information aside from the actual document content.
      • Examples:
      • Copyright information
      • Product version
      • Source documents
    • 7. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 8. Metadata options Default options
      • The DITA language specification offers a wide variety of default metadata tags
      • Metadata can be applied to an entire map, a submap, or an individual topic
      • The default tags available depend on whether the content is organized in a ditamap or a bookmap
      • Full reference can be found online: http://docs.oasis-open.org/dita/v1.1/OS/langspec/ditaref-type.html
    • 9. Metadata options Default options: (dita)map/topicmeta
    • 10. Metadata options Default options: bookmap/bookmeta
    • 11. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 12. Metadata options Custom options
      • A number of approaches exist for including types of metadata not directly or specifically supported by the default tags:
      • outputclass attribute
      • <othermeta> element
      • <data> element
      • Specialization
    • 13. Metadata options Custom options: outputclass
      • Goal:
      • A client wants a publication to have a title and a subtitle on the cover page, and a different title in the running header
      • Challenge:
      • The <booktitle> element supports only <mainbooktitle> and <booktitlealt>
      • Solution:
      • Use outputclass!
      • Example:
      • <booktitle> <mainbooktitle> Your New Gadget </mainbooktitle> <booktitlealt outputclass= “subtitle” > An Overview </booktitlealt> <booktitlealt outputclass= “header_title” > New Gadget </booktitlealt> </booktitle>
    • 14. Metadata options Custom options
      • outputclass attribute
      • <othermeta> element
      • <data> element
      • Specialization
    • 15. Metadata options Custom options: <othermeta>
      • Goal:
      • A client wants to indicate whether a publication relates to a hardware product or a software product
      • Challenge:
      • There is no default metadata element intended for that piece of information (<category> may be used for something else)
      • Solution:
      • Use <othermeta>!
      • Example:
      • <othermeta name= “product_type” content= “software” />
    • 16. Metadata options Custom options
      • outputclass attribute
      • <othermeta> element
      • <data> element
      • Specialization
    • 17. Metadata options Custom options: <data>
      • Goal:
      • A client wants to display a series of contact information on the back cover
      • Sample:
    • 18. Metadata options Custom options: <data>
      • Challenge:
      • There are no default metadata tags that provide that structure and allow that flexibility
      • Solution:
      • Use <data>!
    • 19. Metadata options Custom options: <data>
      • Example:
      • <data name= “contacts” > <data name= “contact” > <data name= “name” > BigCorp Inc. USA </data> <data> Worldwide Headquarters </data> <data> 7070 Wilshire Circle </data> <data> Boulder, Colorado 80301 </data> <data> T +1 303-555-5200 </data> <data> T +1 800-555-6277 </data> <data> F +1 303-555-8459 </data> <data name= “url” > www.bigcorp.com </data> </data> <data name= “contact” > <data name= “name” > BigCorp Europe </data> <data> Subdivision Management </data> <data> Hydrostraat 1 </data> <data> 6718 WX Ede </data> <data> The Netherlands </data> <data> T +31 (0) 318 555 555 </data> <data> F +31 (0) 318 555 556 </data> <data name= “url” > www.bigcorp.nl </data> </data>
      <data name= “contact” > <data name= “name” > BigCorp Asia </data> <data> Subdivision Management </data> <data> 1 Dragon Crescent </data> <data> Singapore 128461 </data> <data> Republic of Singapore </data> <data> T +65 5555-8211 </data> <data> F +65 5555-8003 </data> </data> <data name= “contact” > <data name= “name” > BigCorp UK </data> <data> Subdivision Management Limited </data> <data> Shepsfield Way </data> <data> Crackerbury Industrial Estate </data> <data> Stockport SK6 2SU U.K. </data> <data> T +44 0870 555 1978 </data> <data> F +44 0800 555 181 </data> </data> </data>
    • 20. Metadata options Custom options
      • outputclass attribute
      • <othermeta> element
      • <data> element
      • Specialization
    • 21. Metadata options Custom options: Specialization
      • Goal:
      • A client wants to indicate whether a publication relates to a hardware product or a software product, but doesn’t want authors to have to remember the correct value for the “name” attribute, and wants to limit the possible values to “hardware”, “software” or “system”
      • Challenge:
      • Limiting values isn’t possible with approaches discussed so far
      • Solution:
      • Specialize the <category> element!
      • Example:
      • <prodcategory value= “software” />
    • 22. Metadata options Custom options
      • outputclass attribute
      • <othermeta> element
      • <data> element
      • Specialization
    • 23. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 24. Extracting metadata Basic technique
      • Metadata:
      • <bookmeta> <prodinfo> <prodname> My Product </prodname> <vrmlist> <vrm version= “2.4” /> </vrmlist> </prodinfo> </bookmeta>
      • The “Right” Way:
      • <xsl:value-of select= “/*[contains(@class, ' bookmap/bookmap ')]/
      • opentopic:map/*[contains(@class, ' bookmap/bookmeta ')]/
      • *[contains(@class, ' topic/prodinfo ')][1]/
      • *[contains(@class, ' topic/vrmlist ')]/
      • *[contains(@class, ' topic/vrm ')][1]/@version” />
      • The Easy Way:
      • <xsl:value-of select= “//*[contains(@class, ' topic/vrm ')][1]/@version” />
    • 25. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 26. Extracting metadata Tips
      • For best performance, avoid using “//”
      • Be sure to note which metadata elements allow multiple instances, and restrict accordingly
      • For easy reuse, declare variables:
        • <xsl:variable name= “version” >
        • <xsl:value-of select=“ /*[contains(@class, ' bookmap/bookmap ')]/
        • opentopic:map/*[contains(@class, ' bookmap/bookmeta ')]/
        • *[contains(@class, ' topic/prodinfo ')][1]/
        • *[contains(@class, ' topic/vrmlist ')]/
        • *[contains(@class, ' topic/vrm ')][1]/@version” />
        • </xsl:variable >
        • <xsl:value-of select= “$version” >
    • 27. Extracting metadata Tips
      • When designing cover pages, start with the FO and work your way back to the XSL
      • Some helpful header/footer information can be retrieved from markers in addition to metadata
        • Example:
        • <fo:retrieve-marker retrieve-class-name= “current-header” />
    • 28. Main Topics
      • What is metadata?
      • Metadata options
        • Default options
        • Custom options
      • Extracting metadata using custom XSL
        • Basic technique
        • Tips
    • 29. End of Strategies for Using Metadata
      • Be in touch! Reuven Weiser [email_address]
      • Let us know how we can help you further…
        • One-on-one support and training
        • CMS

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