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Usdin XML for Standards

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This presentation was delivered by Tommie Usdin of Mulberry Technologies during the NISO event, XML for Standards Publishers, held on April 24, 2017 in Washington Dc.

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Usdin XML for Standards

  1. 1. XML for Standards: Options and Opportunities file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/index.html[4/20/17, 4:04:20 PM] XML for Standards: Options and Opportunities B. Tommie Usdin Mulberry Technologies, Inc.17 West Jefferson Street, Suite 207 Rockville, MD 20850 Phone: 301/315-9631 Fax: 301/315-8285 info@mulberrytech.com http://www.mulberrytech.com April 2017 ©2017 Mulberry Technologies, Inc. Table of Contents XML for Standards: Options and Opportunities
  2. 2. XML for Standards: Options and Opportunities: XML for Standards: Options and Opportunities file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide001.html[4/20/17, 4:04:21 PM] ▶ slide 1 XML for Standards: Options and Opportunities Outline Why XML Why XML for Standards Risks and Costs Key Decisions ? ▶
  3. 3. XML for Standards: Options and Opportunities: Why XML and Why XML for Standards file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide002.html[4/20/17, 4:04:21 PM] ▶ slide 2 Why XML and Why XML for Standards ? ▶
  4. 4. XML for Standards: Options and Opportunities: XML is Everywhere file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide003.html[4/20/17, 4:04:21 PM] ▶ slide 3 XML is Everywhere In some circles, XML Web Services are all the rage Bank transactions are in XML e-Commerce and e-Business happen in XML Digital cameras create XML headers on images Printers use XML for job control State troopers record traffic warrants in XML But that’s not what we are talking about here ? ▶
  5. 5. XML for Standards: Options and Opportunities: General Case for XML file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide004.html[4/20/17, 4:04:22 PM] ▶ slide 4 General Case for XML Single source, multiple publication media and formats Better/smarter electronic versions PDF is electronic but you can't do much with it Improved: discoverability search (phrases in context, resolve synonyms, search sections, headings, equations) querying Tool and vendor independence Accessibility ? ▶
  6. 6. XML for Standards: Options and Opportunities: Why XML for Standards file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide005.html[4/20/17, 4:04:22 PM] ▶ slide 5 Why XML for Standards Interchange with business partners (co-publishers, aggregators, large users) Production speed/efficiency Database for archiving, search, reuse Internal QA for increased consistency and quality Integration with conference proceedings and journals New products, e.g., multi-standard glossaries Multiple output products (print, web, ebook, etc.) ? ▶
  7. 7. XML for Standards: Options and Opportunities: Risks and Costs file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide006.html[4/20/17, 4:04:23 PM] ▶ slide 6 Risks and Costs Risks of Waiting Too Long Costs of Moving to XML ? ▶
  8. 8. XML for Standards: Options and Opportunities: Why Not Wait A While? file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide007.html[4/20/17, 4:04:23 PM] ▶ slide 7 Why Not Wait A While? Microsoft Word to PDF works well XML is new, scary, sounds expensive Don't like "bleeding edge" Budgets are always tight We've always done just fine without XML ? ▶
  9. 9. XML for Standards: Options and Opportunities: Waiting Means Missed Opportunities file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide008.html[4/20/17, 4:04:24 PM] ▶ slide 8 Waiting Means Missed Opportunities Databases/libraries of standards will be populated by standards in STS Big customers/users will want XML, many will want NISO STS Improved Quality Reduced processing time Ability to produce accessible versions Increased Web presence If your standards aren't easy to find and use ... ? ▶
  10. 10. XML for Standards: Options and Opportunities: Costs of Moving to XML file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide009.html[4/20/17, 4:04:24 PM] ▶ slide 9 Costs of Moving to XML Possible: backfile conversion to XML If any XML in-house training software database Increased complexity of entire process Tools ? ▶
  11. 11. XML for Standards: Options and Opportunities: Tools file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide010.html[4/20/17, 4:04:24 PM] ▶ slide 10 Tools Tools to convert from Word to XML (Word isn't going away) Validation tools XML editors (for creation, editing, QA) Formatting/display tools (to make print and electronic) Possible: tools to convert from XML to Word (for committee use) Transformation tools (to make your XML sing) ? ▶
  12. 12. XML for Standards: Options and Opportunities: Key Decisions file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide011.html[4/20/17, 4:04:25 PM] ▶ slide 11 Key Decisions Model (what XML tag set) When, Where, Who creates XML Display/Output ? ▶
  13. 13. XML for Standards: Options and Opportunities: What XML model for your Standards file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide012.html[4/20/17, 4:04:25 PM] ▶ slide 12 What XML model for your Standards Many options, all can work NISO STS (or ISO STS) JATS or BITS DITA DocBook HTML (XHTML, HTML5, ePub) Customized version of one of the above Bespoke tag set (custom built for you) ? ▶
  14. 14. XML for Standards: Options and Opportunities: NISO STS (or ISO STS) file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide013.html[4/20/17, 4:04:26 PM] ▶ slide 13 NISO STS (or ISO STS) Developed for standards by standards organizations Models standards-specific structures standards metadata adoptions normative and non-normative content rich model for citations of standards In use by ISO and several others Some tools currently available Based on JATS New to many users and vendors Easy integration into standards databases Easy interchange with many business partners ? ▶
  15. 15. XML for Standards: Options and Opportunities: Widely Used XML Tag Sets file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide014.html[4/20/17, 4:04:26 PM] ▶ slide 14 Widely Used XML Tag Sets JATS or BITS Journal Article and Book Tag Sets the "source" of NISO/ISO STS used for journal articles and technical books DITA Technical Documentation Tag Set and Processing Toolset great for reuse of parts of documents flexible/powerful extension mechanism DocBook developed for Software Documentation, now widely used free tools available to create/publish DocBook ? ▶
  16. 16. XML for Standards: Options and Opportunities: HTML (XHTML, HTML5, ePub) file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide015.html[4/20/17, 4:04:27 PM] ▶ slide 15 HTML (XHTML, HTML5, ePub) Easy to publish on the Web or eBooks Much simpler/cheaper tagging than STS, JATS, DITA, or DocBook Difficult to repurpose or enrich ? ▶
  17. 17. XML for Standards: Options and Opportunities: Customized or Bespoke tag set file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide016.html[4/20/17, 4:04:27 PM] ▶ slide 16 Customized or Bespoke tag set Customization may be best of both worlds: accommodate local needs take advantage of shared work requires XML expertise to create and to customize tools Bespoke tag set you get what you need/want higher costs, longer development time ongoing cost to interchange with others ? ▶
  18. 18. XML for Standards: Options and Opportunities: How to Choose A Model file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide017.html[4/20/17, 4:04:28 PM] ▶ slide 17 How to Choose A Model What will you do with the XML? Who receives your XML? What do they need/want? What XML model(s) are already in use in your organization? How much flexibility do you need for future growth? NOT: what is a product salesperson pushing? NOT: what is the only right answer? ? ▶
  19. 19. XML for Standards: Options and Opportunities: When, Where, Who file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide018.html[4/20/17, 4:04:28 PM] ▶ slide 18 When, Where, Who XML can go many places in document life cycle (Bruce Rosenblum will discuss this afternoon) Decisions about: Creation of XML Communication with Working Group Some working groups use XML - but not many Expect Word from most groups Expect pushback as XML helps you enforce your own rules Make Word from XML for working group to update Storage and Management of XML files Content management system database (XML native or not) file system to manage documents Display/output ? ▶
  20. 20. XML for Standards: Options and Opportunities: Display/Output file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide019.html[4/20/17, 4:04:29 PM] ▶ slide 19 Display/Output Nobody wants to READ XML What Outputs? Suddenly many options! Word can be printed to PDF without additional tools; XML cannot Need processes & software to create each publication and format New products limited only by money and immagination ? ▶
  21. 21. XML for Standards: Options and Opportunities: How much XML in-house file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide020.html[4/20/17, 4:04:29 PM] ▶ slide 20 How much XML in-house The XML can belong to your vendors and partners they do all XML-based work you pay a new bill minimum disruption to your organization You can get your hands into the XML use XML for QA create XML yourself work with XML the way your work with Word ? ▶
  22. 22. XML for Standards: Options and Opportunities: How Hands-on Do you Want to Get with XML? file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide021.html[4/20/17, 4:04:29 PM] ▶ slide 21 How Hands-on Do you Want to Get with XML? Roll up your sleeves if you want to use XML to: Improve quality and consistency Do ad hoc queries of XML Fix problems found in XML See advantages as well as costs from XML ? ▶
  23. 23. XML for Standards: Options and Opportunities: Grow or Hire XML expertise file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide022.html[4/20/17, 4:04:30 PM] ▶ slide 22 Grow or Hire XML expertise You can hire XML people Your people can learn XML XML is easier to learn than the rules, processes, and expectations of a standards organization ? ▶
  24. 24. XML for Standards: Options and Opportunities: Added Value file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide023.html[4/20/17, 4:04:30 PM] ▶ slide 23 Added Value XML enables significant enhancement Live equations, forms, links Richer metadata rights and permissions semantic tagging enhanced indexing abstracts and other discoverability tools Accessibility aids Added value means added work ? ▶
  25. 25. XML for Standards: Options and Opportunities: NISO STS Provides an Opportunity file:///Users/btu/Desktop/Usdin-at-Standards-4-Publishers-v2/slide024.html[4/20/17, 4:04:31 PM] slide 24 NISO STS Provides an Opportunity Interchange standards easily Learn from the community Be a leader in supplying enhanced standards NISO STS will be available soon! ?

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