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Content Modelling for Personalization
Cleve Gibbon
Kate Kenyon
Confab Intensive 2016
Hello, we’re pleased to meet you
Cleve Gibbon
‘70s – hyperactive child to nightshift nurses
‘80s – designer, come gamer, and console hacker
‘90s – student, lecturer, modeler and UI developer
‘00s – platform developer / architect building trading & platforms
‘10s – consultant in content, platforms, experience management to
operationalise client promises
I work equally across the business, content and technology to
create engaging platforms to better serve our customers
Kate Kenyon
‘80s – bookish child of an IT dev and a PM
‘90s – linguist, magazine writer
‘00s – marketer, journalist, CMS wrangler, technologist,
content strategist
Today, I work across content and technology to help
businesses make content a genuine asset.
Here’s the plan for today
What we will cover
• Content modeling: what is it, why do it, and what you’ll get out it
• How to define and draw up a model
• How to approach personalization
• How to use a content model to plan and manage personalization
A timeline
Introduction &
Content Modeling
overview
How to model
content
Content models &
Relationships
Coffee!
Personalization
Modeling &
Personalization
15 mins
30 mins
45 mins
15mins
30 mins
30 mins Q&A
15 mins
Thank you to Shutterstock
The future of digital marketing. London . Poznań, New York
Clerkenwell House, 67 Clerkenwell Road, London, United Kingdom +44 (0)20 3475 7200
Use the Parking Lot
The future of digital marketing. London . Poznań, New York
Clerkenwell House, 67 Clerkenwell Road, London, United Kingdom +44 (0)20 3475 7200
To better understand how to approach structured content
and personalisation.
Content Modeling: what and why
Content Modeling: it’s part of better content
This is where
content modeling
fits within your
overall content
ecosystem
The goal: deliver content-centered experiences
Plan, manage, publish and optimise content
in a predictable, repeatable and scalable manner
to deliver contextually relevant, personalised experiences.
WhatHow
Why
What do you get from model content?
enhance
author experience
shared
language
content
modelling
build
x-discipline teams
APIs
for access
define
structure
add
meaning
Align
Thinking
better manage
content
(CMS)
…
http://www.slideshare.net/cleveg/why-content-model
Content architecture
Content
Context Users
Content
Wireframes, Blueprints
Metadata, Taxonomy, Thesauri
Labelling, Navigation, Search
Content Inventories & Mapping
Content Models, Author Experience, Workflow
Structured, Reusable & Personalised Content
Content Administration, Asset Organisation
Role-Based Content, Permissions
Content Scale, Storage, Analytics
MIND THE GAPFILL THAT GAPWITH CONTENT, UX AND TECHNOLOGY PEOPLE
Information
Architecture
Content
Architecture
What can you do with modular
content?
Single Souce, Multi Channel Content
Don't get set into one form.
Adapt it and build your own, and let it grow, be like water.
Empty your mind, be formless, shapeless — like water.
Now you put water in a cup, it becomes the cup;
You put water into a bottle it becomes the bottle;
You put it in a teapot it becomes the teapot.
Now water can flow or it can crash.
Be water, my friend.
Bruce Lee: A Warrior’s Journey (2000)
The future of digital marketing. London . Poznań, New York
Clerkenwell House, 67 Clerkenwell Road, London, United Kingdom +44 (0)20 3475 7200
Raw
Self
Describing
Modular
Content modelling enables content to be transformed and
transported to everywhere it needs to be.
Responsive Design
http://mediaqueri.es/
Content modelling is critical to continuously communicating
the structure and meaning of content to and from designers.
Content
Model
Web
Developer
Content
Modeller
Visual
Designer
CMS
Engineer
Effective Production
Content modelling provides early and continuous access
to content structure to define and design
the best experience for effective production of great content.
Structured
Content
Content
Model
Authoring
Interfaces
understands creates
Personalization
http://www.point6.co.uk/2015/01/22/packaging-design-trends-2015-part-3-personalisation/
Content modeling is critical to creating scaleable content that
is personalized for individual audience
Content
Model
User
group 1
User
group 4
User
group 2
User
group 3
Summary of benefits
• Single source Multi Channel content uses the model to make
content flow like water.
• Responsive design uses it to best display within multiple devices.
• Author enhanced interfaces use it to produce content efffectively.
• Personalization uses it to make a direct connection to customers.
Let’s take a look at a content model
A content model is a formal representation of content
as a collection of content types and their inter-
relationships.
Chart Song
Album Page
Artist Profile
A content type is an information asset. It
is an abstraction that captures the
essential characteristics (attributes) of
content that distinguish it from all other
kinds of content.
An attribute is a property of a content type.
For example, the content type Person may
have three attributes, age, name, and title.
Collectively, the attributes define what a
content type is.
Event
name
logo
summary
organiser
startDate
endDate
Content types and attributes
Content items
Event
name
logo
organiser
startDate
endDate
Content ItemContent Type
Instantiate
Event
name
logo
organiser
startDate
endDate
Copy
Structure
Event
name
logo
organiser
startDate
endDate
TheOlympics
JPEG
IOC
5th Aug, 2016
21st Aug, 2016
Assign
Values
Event: Summer Olympics
name
logo
organiser
startDate
endDate
TheOlympics
JPEG
IOC
5th Aug, 2016
21st Aug, 2016
Assign
Name
Model summary
• Content models are formal representations of structured content.
• Content models should be simple, clear and relevant.
• Content models are the result of content modelling.
Making the model
Making the model
Mine and define!
Content Types
Movie Series
Episode MemberReview
title
duration
synopsis
cast
director
starring
genres
moods
keywords
longDescription
audio
subtitles
movieReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
cast
director
starring
genres
moods
keywords
longDescription
seriesEpisodes
audio
subtitles
seriesReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
season
sequence
imageTeaser
rating
description
reviewAsset
feedback
Our ‘Netflix’ Content Types
Mined out the content types.
Defined attributes for content types.
Now before we think…
• Author Experience
• Adaptive Content
• Responsive Design
• Content APIs
• Personalization
SeriesMovie
Episode MemberReview
Let’s talk
Relationships
Content relationships
A content model is a formal representation of
structured content as a collection of content types
and their inter-relationships.
Design time: relationships
A content type is an information asset. It is an abstraction that
captures the essential characteristics (attributes) of content that
distinguish it from all other kinds of content.
An attribute is a property of a content type. For example, the
content type Person may have three attributes, age, name, and
title. Collectively, the attributes define what a content type is.
A relationship defines how one content type relates to
another. There are many different types of relationship (e.g.
whole-part) depending on the level of detail.
Event
Venue
name
logo
description
address
capacity
cost
name
logo
summary
organiser
startDate
endDate
Event
name
logo
summary
organiser
startDate
endDate
name
logo
description
address
capacity
cost
Venue
What is my
relationship to
Venue?
What is my
relationship to
Event?
Let’s figure it out.
We’re both adults here.
Event
name
logo
summary
organiser
startDate
endDate
name
logo
description
address
capacity
cost
Venue
Dependency
Relationship
• Express a connection
• Weak Semantics
Event
name
logo
summary
organiser
startDate
endDate
name
logo
description
address
capacity
cost
Venue
Dependency
Relationship
• Express a connection
• Weak Semantics
• Name it
eventVenue
Event
name
logo
summary
organiser
startDate
endDate
name
logo
description
address
capacity
cost
Venue
Whole / Part
Relationship
• Strong semantics
• A declaration of ownership
• Binds together lifecycle
eventVenue
Whole
• Owns the part
• Venue is a part of
Event
• When the Event
is destroyed, so
too is the Venue
Part
• Owned by the
Whole
• Venue does not
make sense
without an Event
• No Event. No
Venue.
Event
name
logo
summary
organiser
startDate
endDate
name
logo
description
address
capacity
cost
Venue
Aggregation
Relationship
• Strong semantics
• A declaration of shared access
• Lifecycle is not bound
eventVenue
Composite
• Accesses the part
• Venue is a part of
Event
• When the Event is
destroyed, the
Venue lives on
Part
• Accessed by the
Composite
• Venue makes
sense outside of an
Event
• Venue can be part
of multiple Events
Cardinality
Event Venue
1 *
For every event,
there are zero or more venues
Expresses the number of
content items that can
participate in a relationship
between content types
Cardinality Examples
Cardinality Alternative Description
0..0 0 Zero content items
0..1 Zero or one content items
1..1 1 Exactly one content item
0..* * Zero or more content items
1..* At least one content item
5..5 5 Exactly 5 content items
m..n At least m but no more than n instances
Cardinality Examples
Event Venue
1 0..1
Event Venue
1 *
Event Venue1 5
Event Venue
0..1 *
An event can have an unlimited number of venues Every event has exactly five venues
An event can have unlimited venues,
And an venue is linked to at most one event
An event may or may not have a venue,
but at most one
More Cardinality Examples
Event Venue
1 1
Event Venue1 1..7
Every event has exactly one venue An event can have between 1 and 7 venues
Content relationships summary
We have three relationships:
• Dependency
• Whole/Part
• Aggregation
Each relationship:
• Give it a name, if required
• Add cardinality, if required
Content models and relationships
Member
Review
EpisodeSeriesMovie
movieReviews
related seriesEpisodes
seriesReviews
Strengthen relationships
Where appropriate, turn dependency
relationships into either:
1. Whole/Part Relationships
2. Aggregation Relationships
Content Type
A
Content Type
B
Whole/Part
Relationship
Content Type
A
Content Type
B
Aggregation
Relationship
Member
Review
EpisodeSeriesMovie
*
movieReviews
related seriesEpisodes
seriesReviews
Cardinality
Add cardinality
to the relationships
Content Type
A
Content Type
B
1 Whole Many Parts
*
Member
Review
EpisodeSeriesMovie
* *
** *
movieReviews
related seriesEpisodes
seriesReviews
Our ‘Netflix’ Content model
1) Mined out the content types
2) Defined attributes for content types
3) Refined relationships between content types
Now think…
• Author Experience
• Adaptive Content
• Responsive Design
• Personalisation
And remember…
…No model survives first contact with real content.
http://www.clevegibbon.com/2013/09/no-model-survives-first-contact-with-real-content/
Coffee!
Coffee break time!
Personalisation
Mutually beneficial connections
Personalisation: an invitation to connect, not a demand
Personalisation isn’t about abuse of information
When to do personalisation
There is a clear, identified need amongst users for it
• Diverse audiences with distinct content needs
• Large number of similar products/content elements
• Repeat customers who need to see their history
• When recognition and loyalty is a clear part of the customer experience
Identifying customers
Persona-based approach
Where two or more audience personas are accessing the same piece of content,
looking for difference elements of information
Tasks-based approach
Where a key customer task has an outcome that is subject to their own personal
taste or preference
Personalisation: data mining
How much can you do?
Received data
http://www.houseofkaizen.com/conversion-rate-optimisation/services/content-personalisation/
Collected data
Given data
Building a data model in Netflix
Netflix: received data
Netflix: collected data
Personal details: name, address, billing details
Account details:
• length of membership
• frequency of use
• what you watched
• what day and time you watched
• how much of it you watched
• device(s) used
Netflix: given data
Netflix: given data
Netflix: given data
Using personal data
in the Netflix model
How do we use that data?
ME
Me, expressed as data
Netflix member
name
address
billingDetails
membershipStartDate
membershipFrequency
membershipDevices
genresPreferences
moodPreferences
memberWatched
Collected
data
Received
data
Given
data
The future of digital marketing. London . Poznań, New York
Clerkenwell House, 67 Clerkenwell Road, London, United Kingdom +44 (0)20 3475 7200
memberReviews
* Member
reviews
EpisodeSeriesMovie
*
*
* *
related
seriesEpisodes
memberReviews
Member
*
*
memberWatched
memberReviews
memberWatched
Personalizing the Netflix content model:
results
   
…but it’s not perfect
Netflix: you already know what I watched!
And what if I want to choose by actor?
Using a model for personalisation
Netflix User Task – the personalisation rationale
“I want to find a film or TV show that I
will enjoy that I haven’t seen before”
Movie Series
cast
director
starring
genres
moods
keywords
longDescription
audio
subtitles
movieReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
cast
director
starring
genres
moods
keywords
longDescription
seriesEpisodes
audio
subtitles
seriesReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
Episode
title
duration
synopsis
season
sequence
imageTeaser
MemberReview
rating
description
reviewAsset
feedback
Netflix member
name
address
billingDetails
membershipStartDate
membershipFrequency
membershipDevices
genresPreferences
moodPreferences
memberWatched
memberComplete
If memberComplete = yes, then DON’T SHOW IN FEED!
Netflix User Task – the personalisation rationale
“I want to find a new film or TV show
based on my favourite actors”
Search by actor
An Actor content type
Actor
name
image
bio
isinMovies
isinSeries
isinEpisodes
Movie Series
cast
director
starring
genres
moods
keywords
longDescription
audio
subtitles
movieReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
cast
director
starring
genres
moods
keywords
longDescription
seriesEpisodes
audio
subtitles
seriesReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
Episode
title
duration
synopsis
season
sequence
imageTeaser
MemberReview
rating
description
reviewAsset
feedback
Netflix member
name
address
billingDetails
membershipStartDate
membershipFrequency
membershipDevices
actorPreferences
genresPreferences
moodPreferences
memberWatched
memberComplete
! Stop, think – where are you going to get the data?
Don’t model
with data you
don’t have
Movie Series
cast
director
starring
genres
moods
keywords
longDescription
audio
subtitles
movieReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
cast
director
starring
genres
moods
keywords
longDescription
seriesEpisodes
audio
subtitles
seriesReviews
netflixProduction
title
year
duration
synopsis
imageTeaser
maturityRating
memberRating
Episode
title
duration
synopsis
season
sequence
imageTeaser
MemberReview
rating
description
reviewAsset
feedback
Netflix member
name
address
billingDetails
membershipStartDate
membershipFrequency
membershipDevices
genresPreferences
moodPreferences
memberWatched
memberComplete
A formula for fans
IF Movies OR Series where (memberCompleted = yes AND starring =
actor name X) >=3 instances
THEN show Movies OR Series where (memberCompleted = no AND
starring = actor name)
Personalisation: your turn!
What would you do to make Netflix more personal to you?
Steps to take
1. Define a user goal – why use personalization?
2. Consider your model – what have data and content have
you got?
3. Consider your options:
– Use the existing model?
– Extend the existing model?
– Add to the existing model?
Use the data sets and the
content model to extend
Netflix’s content
personalization.
Work with your neighbours to
help users improve their
Netflix experience
30
Mins
An exercise
How did you do?
That’s a wrap
cleve.gibbon@cognifide.com
kate.kenyon@cognifide.com
Content Modelling for
Personalisation

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