Kesseler - New Ways for Automation in CCMS

Content 4.0 is Not Only Great for End Users:
New Ways for Automation in CCMS
Marcus Kesseler, Founder & Managing Director
Lavacon 2017, Dublin, 2017-05-22

SCHEMAGruppe2017–AlleRechtevorbehalten
▪ Grew up in Brazil
▪ Studied Computer Science in Germany
▪ Started working with CCMSes in 1991
▪ Founded SCHEMA in 1995
About Marcus Kesseler
2

▪ SCHEMA is a software company
▪ Headquarters in Nürnberg, Germany
▪ 120 employees
▪ About 500 customers
▪ Projects in Germany, Austria, Switzerland, USA, France, Belgium, The
Netherlands, Denmark, Sweden, Italy, India, Australia, Japan, …
SCHEMA develops and markets two products:
▪ The Component Content Management System (CCMS) SCHEMA ST4
▪ The Content Delivery Infrastructure SCHEMA CDS
About SCHEMA Group
3

Let us start by looking at
the problem side first

Let us do an example:
We will document a new car!
1

Oh, didn‘t I tell you?
We have three different variants!
Variant
Gasol.
Diesel
Hybrid
3
1

What about our other markets?
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de
7
3

Hello? Of course we‘re selling
all car variants in all markets!
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de
15
7

Cool! But we need the same
content in four different formats!
High quality
PDF for print 1
Low resolution
PDF for the Web
Special XML for
on-board display
in the car
HTML5 for our
Web Portal and
tablets (iPad etc)
4

OK, let‘s represent this
as a new package…
4

Wow, finally got all variants,
languages and formats done!
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de
60!
From just 3 variants, 5 languages and 4 formats
we already get a set of 60 (= 3 x 5 x 4) documents
to manage.
And this for just one product!

Oh, by the way, engineering just
finished the specs for the updated version…
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de
61
V 1 V 2

Yes, but we need ALL of them…
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de
120
V 1 V 2
jp
en
ch
sp
de

And so on…
Variant
Gasol.
Diesel
Hybrid
jp
en
ch
sp
de 180
V 1 V 2
jp
en
ch
sp
de
jp
en
ch
sp
de
V 3
120

The CCMS Core Solution Idea:
Componentize Your Content!
Go from: to:
Components

Other names for a component
There are many synonyms in English for component:
▪ Topic (as in DITA)
▪ Module
▪ Chunk
▪ Unit

What is a Component?
A component is a part of a
document.
It can be
▪ a whole chapter,
▪ a section,
▪ a subsection,
▪ a table,
▪ an image,
▪ a warning or
▪ a single paragraph
and depends on the intended
use-case.
This is called the size or the
granularity of the component.
In some extreme cases it may be
useful to use single sentences or
even single words as components.

Sounds complicated!
How does this help?
Variant
Gasol.
Diesel
Hybrid
Many of these
components will be
identical between all
variants!
For example
 entertainment
 seats
 and tires
documentation is very
likely to be exactly
equal in all versions of
the car.

In variants of the same product,
there will always be re-used components!
Variant
Gasol.
Diesel
Hybrid
This means, we can
consolidate the unique
components into a
special source pool
with no redundancies
Source pool

The documents are now rebuilt out of compo-
nents from the source pool using a mapping
Variant
Gasol.
Diesel
Hybrid

Changes in the source pool are
now re-used in the documents
Variant
Gasol.
Diesel
Hybrid
It is now much
easier to
update the
variants of a
document!

OK, but what about the
languages problem?
Ces variations d'obliquité induisent des
variations climatiques très
significatives à la surface de la planète,
affectant notamment la répartition de la
glace d'eau en fonction des latitudes.
Ainsi, la glace tend à s'accumuler aux
pôles en période de faible obliquité
comme actuellement, tandis qu'elle
tend à migrer aux basses latitudes en
période de forte obliquité.
Les données recueillies depuis le début
du siècle tendent à montrer que Mars
sortirait en ce moment même d'un
« âge glaciaire, » notamment en raison
de l'observation de structures
glaciaires (glaciers, fragments de
banquise et pergélisol notamment).
Jusqu'à des latitudes aussi basses que
30° et qui semblent connaître une
érosion active.
Until the first successful flyby of Mars
occurred in 1965, by Mariner 4, many
speculated about the presence of
liquid water on the planet's surface.
This was based on observed periodic
variations in light and dark patches,
particularly in the polar latitudes, which
appeared to be seas and continents;
long, dark striations were interpreted by
some as irrigation channels for liquid
water.
These straight line features were later
explained as optical illusions, though
geological evidence gathered by
unmanned missions suggest that Mars
once had large-scale water coverage
on its surface.
In 2005, radar data revealed the
presence of large quantities of water
ice at the poles, and at mid-latitudes.
のマントルは深さ約2,900kmまで存在し
、地球の体積の83%を占めている。マン
トル全体の化学組成は、必ずしもわか
っているわけではない。上部マントル
は、または仮想的な岩石であるから成
るとする考えが主流であるが、下部マ
ントルについては輝石に近い組成であ
るとする説もあり、定まっていない。
マントルは核によって暖められ、また
自らの内部にも熱源を持つ。
そのため固相のマントルはゆっくりと
対流（プルームテ）をしながら熱を地
殻に運んでいる。
地殻に近い位置ではこのマントル対流
は起こらず、地殻と一体化するような
ふるまいをしておりという水平運動を
起こす。
Современные модели внутреннего
строения Марса предполагают, что
Марс состоит из со средней толщиной
50 км (и максимальной до 130 км),
радиусом 1480 км. Плотность в
центре планеты должна достигать 8,5
г/см³. Ядро частично жидкое и
состоит в основном из железа.
Согласно современным оценкам
формирование ядра совпало с
периодом раннего вулканизма и
продолжалось около миллиарда лет.
Примерно то же время заняло
частичное плавление мантийных
силикатов.
Из-за меньшей силы тяжести на Марсе
диапазон давлений в мантии Марса
гораздо меньше, чем на Земле, а
значит в ней меньше фазовых
переходов.
Der Äquatordurchmesser des Mars von
6792 km ist etwa doppelt so groß und
halb so groß wie der der Erde. Seine
Oberfläche beträgt etwa ein Viertel der
Erdoberfläche, seine Masse ein Zehntel
der Erdmasse. Die Oberfläche des Mars
entspricht mit 144 Mio. km2 ungefähr
der Gesamtoberfläche aller Kontinente
der Erde (149 Mio. km2).
Die Fallbeschleunigung auf seiner
Oberfläche beträgt 3,69 m/s², dies
entspricht etwa 38 % der irdischen. Mit
einer Dichte von 3,9 g/cm³ weist der
Mars den geringsten Wert der
terrestrischen Planeten auf.
Deshalb ist die Schwerkraft auf ihm
sogar geringfügig niedriger als auf dem
kleineren, jedoch dichteren Merkur.
EnglishFrenchJapaneseRussianGerman
CCMS
components contain
multiple languages!

How does this help?
First: We translate less!
Variant
Gasol.
Diesel
Hybrid
Source pool
Instead of
translating
three
documents
with
redundant
copies of
content…
… we translate
directly from the
source pool.
Every multiply
re-used
component will
be translated
only once!

Second: Updates and change
management is much easier
jp
en
ch
sp
de
Once a component
is translated in the
source pool, the
translation is
automatically
available in all reuse
positions!
Instead of 3 x 4 = 12
complete document
translations, you
only translate 4
components. The
rest is automatic!
Variant
Gasol.
Diesel
Hybrid

One last detail:
Representation of m × n topics in a CCMS
EN FR JA PT
TOPIC
Metadata for
this version in
this language
Metadata for
all versions in
this language
Metadata for
all versions in
all languages
Topic
container
Language
container
XML
container XML
V1
XML
V2
XML
Vn
XML
V1
XML
V2
XML
Vn
XML
V1
XML
V2
XML
Vn
XML
V1
XML
V2
XML
Vn
XML
content

What is a
Content Delivery System (= CDS)?

By content delivery we mean the
processes and technology needed
to supply your readers efficiently
and effectively with the content
they require.
Content Delivery:
Definition
29

Demand is growing in many markets, but
the early adopters are mostly:
▪ Maintenance documentation for field service engineers
▪ User manuals for medical devices / laboratory equipment
And from a more research oriented viewpoint:
▪ Complete the Industry 4.0 and the Internet of Things visions
Content Delivery:
Market Demand Drivers
30

▪ Wide content format range: From rasterized scans in PDF to standard PDF,
to sophisticated HTML5 multimedia content including videos
▪ Works on all modern platforms (Android, iOS, Windows) and devices
▪ Scalable to very large volumes of content modules (millions of topics)
▪ State-of-the-art navigation and search (faceted search)
▪ User and roles management (access control)
▪ Exact audience targeting for convenience and security (subscriptions)
▪ Implements analytics & feedback
▪ Also works offline [optional, but crucial in some
environments like mines, jungles and hospitals]
Content Delivery:
Core Requirements
31

Multi-sourced XML
Component Authoring
Translation
Workflows
Controlled
Distribution
Multi-format
Publishing
Release
Workflows
Feedback
CCMS
CDS
The Content 4.0 Life Cycle

Automation Opportunities
in Content 4.0 CCMS + CDS

▪ Reuse extant content instead of writing anew (excellent search capabilities!)
▪ Authoring Assistance (= suggestions based on all current sentences in the CCMS)
▪ Use of variables to minimize work and impact of changes to technical data
▪ Composition maps are isomorphic across all languages (needs ability to handle
exceptions to this rule)
▪ Rule-based composition maps based on taxonomic topic classifications
(= product configurator)
Automation Opportunities in Authoring
35

▪ Automatic computation of delta translation packages
▪ Automatic export and import of translation packages using
Language Service Provider Portals
▪ Automatic (or suggested) updates to all reuse positions of
any new topic translation
Automation Opportunities in Translation
36

▪ Trigger new approval workflow directly from the CCMS
▪ Visualize content with tracked changes
▪ Comments & feedback directly in the CCMS
▪ Single click integration of change suggestions
Automation Opportunities in Approval
37

▪ Content should be generated by using templates
that work across all needed languages
▪ Generation of multiple documents, in multiple variants,
in multiple languages with a single click
▪ Automated generation triggered by CCMS approval workflows
▪ Automated generation triggered by external workflows (e.g. SAP order)
▪ Automated export of generated documents to
external target systems like DMSes, Web Portals, CDSes, etc
Automation Opportunities in Production
38

▪ Automated update propagation
▪ Automatic audience targeting based on taxonomic topic classification and metadata
▪ Automatic security screening based on taxonomic topic classification and metadata
▪ Automated content display in track changes mode
▪ Analytics (e.g. the most popular topics, which topics are were never accessed)
▪ Automated integration with Digital Parts Catalogs or Service Billing Systems
Automation Opportunities in Controlled Delivery
39

▪ Automatic relay of feedback to the original author within
minutes (even across languages/translations)
 enables very fast correction/update cycles
▪ Quality assurance based on analytics and feedback
▪ Content authors can get directly into touch with field service
engineers or customers
Automation Opportunities in Feedback
40

Explore our blog http://blog.schema-inc.com
42

Kesseler - New Ways for Automation in CCMS

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