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Rosenblum Workflow Choices Introducing XML

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This presentation was provided by Bruce Rosenblum of Inera during the NISO event, XML for Standards Publishing, held on Monday, April 24, 2017, in Washington DC.

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Rosenblum Workflow Choices Introducing XML

  1. 1. Workflow Choices: When and Where Do I Introduce XML? Presentedby Bruce D. Rosenblum CEO IneraIncorporated
  2. 2. Copyright Ó2017 IneraIncorporated. All Rights Reserved Transformative Technologies…
  3. 3. Copyright Ó2017 IneraIncorporated. All Rights Reserved …Require New Product Features • Responsive Design • Automatic reflowable text • Richly hyperlinked • Dynamically updated • Accessible for visually impaired • Reading static PDF is no longer good enough • New users expect a dynamic experience
  4. 4. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: New User Experiences
  5. 5. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Search Results
  6. 6. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Look Inside
  7. 7. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Limited Content Access
  8. 8. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Hyperlinked Cites
  9. 9. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Link Out
  10. 10. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Foundation: XML • XML is the foundation for: • Freemium content distribution • Responsive Design • Automatic reflowable text • Rich hyperlinks • Dynamic updates • Accessibility for the visually impaired
  11. 11. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML: Thoughtful Choices • XML does not "happen" • XML requires • Re-engineered publication workflow • New software tools • Additional production training • XML requires deliberate and thoughtful choices
  12. 12. Copyright Ó2017 IneraIncorporated. All Rights Reserved Adding XML In The Workflow • You can introduce XML at: • Authoring/Drafting • Before editing • Before composition • Post-publication • Each point has pros and cons
  13. 13. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Original XML Dream • Committees create XML documents • Editors edit XML documents • XML single-source publication • Print • HTML • eBooks • Metadata feeds • Derivative products
  14. 14. Copyright Ó2017 IneraIncorporated. All Rights Reserved Actual Author Tools • Authors/Committees use • Microsoft Word • Word Perfect • FrameMaker • Google Docs
  15. 15. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Author Reality • Most Authors • Do not think structure • Do not like production tasks • Outside Authors • Brilliant subject matter experts • Hard to train and support • Even harder to control
  16. 16. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Word Macro Problem • Word macros are helpful, but… • Hard to write • Smart authors out-smart idiot-proof macros • Macros grow ever-larger to plug holes • Larger macros require more training • Hard to support • Multiple versions of Word • Hard to install • More challenging IT security requirements
  17. 17. Copyright Ó2017 IneraIncorporated. All Rights Reserved Online XML Authoring • The wave of the future? • “HTML”-like experience • XML under the hood • Issues • Authors can “break” it as easily as Word documents • Requires online access • Immature math editors • It may be XML, but is the XML correct?
  18. 18. Copyright Ó2017 IneraIncorporated. All Rights Reserved Post-Publication XML • Committee submits Word draft standard • Edited in Word • Typeset • “Typeset” in Word • InDesign or FrameMaker* • Proof and typeset corrections • Publish print and PDF • Create XML/ePub from PDF • *Convert typeset file back to Word • Final Word file returned to committee
  19. 19. Copyright Ó2017 IneraIncorporated. All Rights Reserved Post-Publication XML Issues • Advantages • No workflow changes • Disadvantages • Quality of XML unchecked • Extra production time and cost • Errors discovered in XML creation • It’s not an integrated workflow • Almost essential to outsource • Poor Word typesetting, or post-comp conversion to Word
  20. 20. Copyright Ó2017 IneraIncorporated. All Rights Reserved Managing Outsource Vendors • Vendors, like employees, need to be managed • If you don’t : • Tell them what you want • Check their work the result may differ from expectations
  21. 21. Copyright Ó2017 IneraIncorporated. All Rights Reserved How to Manage Vendors • Develop XML markup standards • Test several vendors • Compare results to tag same standard • Select on quality, not cost • Provide vendors with QA tools • Recheck ongoing vendor work
  22. 22. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML First Workflow • Committee submits Word draft standard • Convert draft standard to XML • Edit standard in XML • Typeset XML • Proof and typeset corrections in XML • Create final PDF, ePub, etc. • Convert final XML to Word for next revision
  23. 23. Copyright Ó2017 IneraIncorporated. All Rights Reserved Advantages and Disadvantages • Advantages • File is continually validated to DTD • Disadvantages • Requires XML editing software for all editors • Training can be expensive • Freelance editors not practical • Editors work amidst XML tags • or XML editing customization is expensive • Final XML reconverted to Word for next revision
  24. 24. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML “Middle” Workflow • Committee submits Word draft standard • Clean up draft and style paragraphs • Edit in Microsoft Word • Convert Word to XML • Typeset from XML • Proof PDF from XML • Corrections in Word; regenerate XML • Create final PDF, ePub, etc. • Final Word file returned to committee
  25. 25. Copyright Ó2017 IneraIncorporated. All Rights Reserved Advantages and Disadvantages • Advantages • Editors work in Microsoft Word • Lower training costs • Freelance editors are practical • Structure enforced prior to final pages • Final content is already in Word for next update • Disadvantages • Requires running application in-house for XML
  26. 26. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Quality • XML is not free • Neither is XML quality • PDF • Create it, proof it, publish it • XML • Create it, proof it, publish from it • XML-first and XML-middle facilitate XML quality • PDF created from XML
  27. 27. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Quality + • What's between the tags is important • What's not visible (metadata) is more important • XML requires more quality checks • Develop QC tools • False color proofing • Schematron(ISO/IEC 19757) scripts • Run tools on every XML file • Provide tools to any third party vendors • "Trust but verify"
  28. 28. Copyright Ó2017 IneraIncorporated. All Rights Reserved Where To Go Next • Evaluate and set business goals • Business requirements drive technical decisions • Learn more about XML • Mulberry Technologies (http://www.mulberrytech.com/) • NISO STS Project (http://www.niso.org/workrooms/sts/) • Talk to XML-savvy standards publishers • Hire an XML expert or consultant • Don't reinvent the wheel!
  29. 29. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Project Startup • Select an XML workflow • Based on business goals • Develop and Document XML markup standards • Build XML QA tools • Based on business rules • Required for any XML workflow • Start a pilot project • Re-evaluate results and fine-tune • Start XML workflow • Continue to refine and improve • Introduce new products
  30. 30. Copyright Ó2017 IneraIncorporated. All Rights ReservedSlide 30 Copyright Ó2013 Inera Incorporated. All Rights Standard XML For Standards Publishers • Brings new production efficiencies • Brings new products to customers • Brings new business opportunities • Solutions are improving daily • Now is the time for XML!
  31. 31. Copyright Ó2017 IneraIncorporated. All Rights Reserved Questions? Contact Us Inera Incorporated 19 Flett Rd. Belmont, MA 02478 USA +1 617 932 1932 info@inera.com www.inera.com

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