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Tag Sale!

A case study in 
starting and selling
semantic tagging


Colleen Cunningham
ebookcraft 2015
Toronto
+
Who are we?
n  F+W, a Content + eCommerce Company
n  content provider
n  niche categories—craft, art, writing, design, outdoors, lifestyle
n  parent company of Digital Book World
n  Our digital workflow team has years of experience at F+W in:
n  print
n  ebook
n  image handling
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Why invest in a CMS now?
n  We have a company culture that embraces change
n  now producing content for a multitude of formats
n  other opportunities for selling our content have developed
n  Our executive team made the commitment
n  budgeted money
n  allocated time for training
n  Librios supports autonomy
n  reliable, available, personable
n  allows for customization of the CMS
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
tagging
workflow
people
+
Start with simplicity and build
on what you already know
n  The best-practice strategy is simple to complex
n  not all content will be appropriate
n  base build-outs on real needs
n  Our editors and designers already understand key concepts
n  structure and patterns
n  content versus style
n  Demonstrate success with with real content and real users
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
Word
 InDesign
 Ebook
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
CMS
InDesign
EPUB
HTML
Word
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
CMS
InDesign
EPUB
HTML
Filters apply
presentation
with the tags
Word
CMS stores
tagged
content
TAGS TO 
STYLES
TAGS TO
CSS
TAGS TO
CSS
+
Tagging is a language and it
needs translators
n Tags allow different platforms to talk to each other
n Filters are the translators in and out of the CMS
n  Tagging requires attention to detail:
n  planning of structure
n  consistency
n  well thought-out page breaks render useful navigation
n  Best to structure content in its most simple and logical form:
n  optimizes content for storage … and digital
n  tasks print designers to add complex design in InDesign
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Import
Import publication
New publication
Images
Metadata
Permissions
ebookcraft 2015 • @BookDesignGirl •
#ebookcraft
+
CMS
Let’s take a tour!
ebookcraft 2015 • @BookDesignGirl •
#ebookcraft
+
Export to print
InDesign
ebookcraft 2015 • @BookDesignGirl •
#ebookcraft
+
Export to ebook
EPUB
Amazon
ebookcraft 2015 • @BookDesignGirl •
#ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
tagging
workflow
people
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Use wins to build momentum
n  Reduced “BDC” and improved “ROI”
n  Centralized storage of our content allows for:
n  quick accessibility, searchability, and efficient repurposing
n  future proofing for formats we don’t even know about yet
n  Reduced development costs from less outsourcing
n  Increased speed to market
n  Increased communication and morale
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Use problem-tunities to fix
long-standing issues
Corrections locked in one format
Demonstrate print-centric workflow versus centralized corrections
Not differentiating structure, content, and print layout corrections
Assign correction roles with pencil colors in print galleys
Many correction cycles
Reassign old proofreading tasks up to copyediting stage
Inconsistent image formatting and late-stage image creation
Standardize and centralize image processing
Indexing at print stage with un-hyperlinked page numbers
Hire and solicit help from indexers familiar with CMS indexing
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Production time is saved*
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
CMS
InDesign
LAYOUT
CORREX
TAG
CORREX
CONTENT
CORREX
+
Production time is saved*
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
CMS
InDesign
Print Designer saves time,
only does layout correx
Editor saves time by reducing
correx rounds with cleaner content
in the first export, but gains time by more
thorough review of content pre-export
LAYOUT
CORREX
TAG
CORREX
CONTENT
CORREX
*
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Tracking development will save
your sanity
n  Document the CMS as A work in progress
n  Allows the prioritization of many requests
n  Consider Google docs
n  free
n  collaborative
n  records milestones (give the link to an executive team member)
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
tagging
workflow
people
+
Plan for Accommodate
typical CMS roles atypical teams
n  Technical Architect
n  UX Architect
n  Test Engineers
n  Project Manager
n  Production Specialists
n  Workflow Manager
n  Digital Strategist
n  Content Strategist
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  Leverage in-house talent
  Hire outside partners
  Meet with outside peers
  Meet regularly with core team
  Check in with extended team
  Communicate!
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Your change partners already
know a lot
n  They already are experts at their jobs and with their content
n  What is the current workflow?
n  What departments are involved?
n  Where are corrections made?
n  Is there existing documentation?
n  Some have experience with a CMS or project management
n  What are their expectations (good and bad)?
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+
Purposefully gather feedback
n  Meetings
n  In-house seminars
n  Emails
n  Walkabouts
n  “how do you feel about … ?”
n  “what do you think about … ?”
n  Individualized evaluation
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
ebookcraft 2015 • @BookDesignGirl • #ebookcraft
+

Thanks!



Colleen Cunningham
@BookDesignGirl on Twitter

Librios
www.librios.com

Digital Book World
www.digitalbookworld.com
ebookcraft 2015 • @BookDesignGirl • #ebookcraft

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Tag sale! A case study in starting and selling semantic tagging - ebookcraft 2015 - Colleen Cunningham

  • 1. + Tag Sale! A case study in starting and selling semantic tagging Colleen Cunningham ebookcraft 2015 Toronto
  • 2. + Who are we? n  F+W, a Content + eCommerce Company n  content provider n  niche categories—craft, art, writing, design, outdoors, lifestyle n  parent company of Digital Book World n  Our digital workflow team has years of experience at F+W in: n  print n  ebook n  image handling ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 3. + Why invest in a CMS now? n  We have a company culture that embraces change n  now producing content for a multitude of formats n  other opportunities for selling our content have developed n  Our executive team made the commitment n  budgeted money n  allocated time for training n  Librios supports autonomy n  reliable, available, personable n  allows for customization of the CMS ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 4. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 5. ebookcraft 2015 • @BookDesignGirl • #ebookcraft tagging workflow people
  • 6. + Start with simplicity and build on what you already know n  The best-practice strategy is simple to complex n  not all content will be appropriate n  base build-outs on real needs n  Our editors and designers already understand key concepts n  structure and patterns n  content versus style n  Demonstrate success with with real content and real users ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 7. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 8. ebookcraft 2015 • @BookDesignGirl • #ebookcraft Word InDesign Ebook
  • 9. ebookcraft 2015 • @BookDesignGirl • #ebookcraft CMS InDesign EPUB HTML Word
  • 10. ebookcraft 2015 • @BookDesignGirl • #ebookcraft CMS InDesign EPUB HTML Filters apply presentation with the tags Word CMS stores tagged content TAGS TO STYLES TAGS TO CSS TAGS TO CSS
  • 11. + Tagging is a language and it needs translators n Tags allow different platforms to talk to each other n Filters are the translators in and out of the CMS n  Tagging requires attention to detail: n  planning of structure n  consistency n  well thought-out page breaks render useful navigation n  Best to structure content in its most simple and logical form: n  optimizes content for storage … and digital n  tasks print designers to add complex design in InDesign ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 12. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 14. + CMS Let’s take a tour! ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 15. + Export to print InDesign ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 16. + Export to ebook EPUB Amazon ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 17. ebookcraft 2015 • @BookDesignGirl • #ebookcraft tagging workflow people
  • 18. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 19. + Use wins to build momentum n  Reduced “BDC” and improved “ROI” n  Centralized storage of our content allows for: n  quick accessibility, searchability, and efficient repurposing n  future proofing for formats we don’t even know about yet n  Reduced development costs from less outsourcing n  Increased speed to market n  Increased communication and morale ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 20. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 21. + Use problem-tunities to fix long-standing issues Corrections locked in one format Demonstrate print-centric workflow versus centralized corrections Not differentiating structure, content, and print layout corrections Assign correction roles with pencil colors in print galleys Many correction cycles Reassign old proofreading tasks up to copyediting stage Inconsistent image formatting and late-stage image creation Standardize and centralize image processing Indexing at print stage with un-hyperlinked page numbers Hire and solicit help from indexers familiar with CMS indexing ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 22. + Production time is saved* ebookcraft 2015 • @BookDesignGirl • #ebookcraft CMS InDesign LAYOUT CORREX TAG CORREX CONTENT CORREX
  • 23. + Production time is saved* ebookcraft 2015 • @BookDesignGirl • #ebookcraft CMS InDesign Print Designer saves time, only does layout correx Editor saves time by reducing correx rounds with cleaner content in the first export, but gains time by more thorough review of content pre-export LAYOUT CORREX TAG CORREX CONTENT CORREX *
  • 24. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 25. + Tracking development will save your sanity n  Document the CMS as A work in progress n  Allows the prioritization of many requests n  Consider Google docs n  free n  collaborative n  records milestones (give the link to an executive team member) ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 26. ebookcraft 2015 • @BookDesignGirl • #ebookcraft tagging workflow people
  • 27. + Plan for Accommodate typical CMS roles atypical teams n  Technical Architect n  UX Architect n  Test Engineers n  Project Manager n  Production Specialists n  Workflow Manager n  Digital Strategist n  Content Strategist ebookcraft 2015 • @BookDesignGirl • #ebookcraft   Leverage in-house talent   Hire outside partners   Meet with outside peers   Meet regularly with core team   Check in with extended team   Communicate!
  • 28. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 29. + Your change partners already know a lot n  They already are experts at their jobs and with their content n  What is the current workflow? n  What departments are involved? n  Where are corrections made? n  Is there existing documentation? n  Some have experience with a CMS or project management n  What are their expectations (good and bad)? ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 30. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 31. + Purposefully gather feedback n  Meetings n  In-house seminars n  Emails n  Walkabouts n  “how do you feel about … ?” n  “what do you think about … ?” n  Individualized evaluation ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 32. ebookcraft 2015 • @BookDesignGirl • #ebookcraft
  • 33. + Thanks! Colleen Cunningham @BookDesignGirl on Twitter Librios www.librios.com Digital Book World www.digitalbookworld.com ebookcraft 2015 • @BookDesignGirl • #ebookcraft