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Open Standards, Open Source,
               Open for Business
                       Cheryl McKinnon
                       @CherylMcKinnon
                        www.aiim.org




Sunday, May 13, 2012
Great Shoes...


 This is my friend
  Arlene

 We worry about
  the same things


2




Sunday, May 13, 2012
...Awesome Pants


    This is Fred
     Wildon Fickett...

    He has splendid
     pants

      Courtesy of: ConsortiumLibrary.org
3




Sunday, May 13, 2012
Electronic Ephemera or Historian's Delight?


           • We are transitioning from the era of
             “Systems of Record” to that of
             “Systems of Engagement”
           • Most content on the web today is
             intended for short term engagement
           • Communication not designed for easy
             capture or preservation
           • But... my friend's “awesome shoes”
             are the next century's “splendid
4
             pants”

Sunday, May 13, 2012
5




Sunday, May 13, 2012
Agenda

            • The Web's 3 O's
              – Open Standards
              – Open Source
              – Open Data
            • How do we connect the dots in
              a better way?

6




Sunday, May 13, 2012
Open Standards are
                       Essential to Content
                           Management


7




Sunday, May 13, 2012
Open Standards – Why?


            • Metadata
            • Portability and Interoperability
            • Preservation




8




Sunday, May 13, 2012
The Real Why?


            • I Can't Read My Master's Thesis
              Anymore




9




Sunday, May 13, 2012
Open Standards – Metadata

             • Build common ground applications
             • Cross-application findability
             • Be part of bigger web initiatives to
               connect data and content
               – Linked Data Initiative
               – Machine readable connections
                 among entities, URLs
               – Enrich data by using other sources
                 about same thing
10




Sunday, May 13, 2012
Open Standards – Metadata
             • Dublin Core
               – Initiated by academic, museum and archive
                 institutions, wide adoption in content
                 management systems
               – Core elements of metadata
             • XML
               – W3C, Human Readable
             • Vertical-Specific
               – OASIS – LegalXML for electronic filing
               – EDRM.net for information exchange across
                 eDiscovery platforms

11




Sunday, May 13, 2012
Open Standards – Metadata

             • Schema.org
               – Consortium led by Google,
                 Microsoft, Yahoo
               – Standard web schemas
                 designed to improve search
                 and findability
               – Shared markup vocabulary
12




Sunday, May 13, 2012
Open Standards – Interoperability

             • CMIS (started 2006, ratified 1.0 in 2010)
               – OASIS managed, interoperability across
                 document-centric content management systems
             • WEMI (new project)
               – OASIS managed, interoperability across web-
                 centric content management systems
               – 35 charter members
             • OpenSocial
               – An Open API more than a “standard”
               – Google initiated, frameworks under Apache
               – For social networking, portal and collaboration
                 systems
13




Sunday, May 13, 2012
Open Standards – Interoperability


     • Harvest from Content Silos,
       Don't Smash Them
     • Find common ground across
       repositories and applications
     • Use Cases for
       – Repository to Repository
       – Federated Repositories
       – Application to Repositories
14




Sunday, May 13, 2012
Open Standards – Preservation

            • Still much work to be done...
              – Document-centric content
                ODF (OASIS) and PDF/A (ISO)
              – Images/graphics PNG
              – Video, audio, rich media still
                has much work to be done

15




Sunday, May 13, 2012
Open Standards - Preservation


            • Web and Mobile
              – Closed vs. Open
                 •Apps vs Web
              – Don't confuse authoring and
                consumption preferences
                with preservation

16




Sunday, May 13, 2012
Preservation of Content

            • Is there an internal company
              retention policy for external
              communication?
            • How long must content be stored,
              even after removed from web site
            • Institutional memory, audit,
              electronic discovery, historical
              requirements
17




Sunday, May 13, 2012
Open Source Levels the
                 Playing Field for Doing
                  Business on the Web


18




Sunday, May 13, 2012
Open Source – Full Spectrum

            •    Beyond Web Content Management...
            •    Document and Records Management
            •    Scanning / Capture
            •    Workflow and BPM
            •    Analytics and Reporting
            •    Data Management
            •    Collaboration and Social Platforms
            •    ...Entire Lifecycle of Digital Content from
                 Creation to Delivery to Disposition now a
                 Reality
19




Sunday, May 13, 2012
Open Source – Full Spectrum


            • Content Management
              professionals can now think
              about the entire business
              lifecycle of content
              – Manage, enrich, revise and
                approve it across deeper
                spectrum of business process

20




Sunday, May 13, 2012
Open Source – Full Spectrum


            • Organizations can take back their
              enterprise and web content
              management roadmap
            • Flexibility to move to cloud,
              mobile or expand deployments
              without red-tape of typical vendor
              licensing
            • Mature support systems back most
              major projects
21




Sunday, May 13, 2012
Open Data Delivers the
             Opportunity of Big Data to
                    Everyone


22




Sunday, May 13, 2012
Open Data – New Perspectives


            • Not hype, but new perspectives
              on citizen and consumer
              behavior
            • Big data problems might not be
              your own
            • Unleash the hidden power of
              public and private sector data
23




Sunday, May 13, 2012
Open Data – Needs Other O's

            • Success of open data initiatives
              dependent on other “O”s
               – Open Source licensing models that
                 are non-restrictive and encourage
                 use of data
               – Open Standards for data that can
                 be exchanged, used analyzed
                 across range of external systems
            • Put data to work, not let it languish
              in archives
24




Sunday, May 13, 2012
Info Overload to Dark Ages 2.0

            • Open Standards and Open Source among the
              few real buffers against loss of digital artifacts
            • Formats not controlled by vendors
            • Independence from hardware or operating
              system platforms
            • Distributed source code management ensures
              unprecedented availability and ability to
              rebuild
            • Able to live outside lock down of digital rights
              management for appropriate educational and
              preservation use cases
25




Sunday, May 13, 2012
Fighting 19th Century Battles




26




Sunday, May 13, 2012
Thank you.
                       Cheryl McKinnon
                       @CherylMcKinnon
                       www.aiim.org

                       cheryl@candystrategies.com




27




Sunday, May 13, 2012

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Open standards and open source mean open for business cms expo session mc-kinnon may 2012

  • 1. Open Standards, Open Source, Open for Business Cheryl McKinnon @CherylMcKinnon www.aiim.org Sunday, May 13, 2012
  • 2. Great Shoes... This is my friend Arlene We worry about the same things 2 Sunday, May 13, 2012
  • 3. ...Awesome Pants This is Fred Wildon Fickett... He has splendid pants Courtesy of: ConsortiumLibrary.org 3 Sunday, May 13, 2012
  • 4. Electronic Ephemera or Historian's Delight? • We are transitioning from the era of “Systems of Record” to that of “Systems of Engagement” • Most content on the web today is intended for short term engagement • Communication not designed for easy capture or preservation • But... my friend's “awesome shoes” are the next century's “splendid 4 pants” Sunday, May 13, 2012
  • 6. Agenda • The Web's 3 O's – Open Standards – Open Source – Open Data • How do we connect the dots in a better way? 6 Sunday, May 13, 2012
  • 7. Open Standards are Essential to Content Management 7 Sunday, May 13, 2012
  • 8. Open Standards – Why? • Metadata • Portability and Interoperability • Preservation 8 Sunday, May 13, 2012
  • 9. The Real Why? • I Can't Read My Master's Thesis Anymore 9 Sunday, May 13, 2012
  • 10. Open Standards – Metadata • Build common ground applications • Cross-application findability • Be part of bigger web initiatives to connect data and content – Linked Data Initiative – Machine readable connections among entities, URLs – Enrich data by using other sources about same thing 10 Sunday, May 13, 2012
  • 11. Open Standards – Metadata • Dublin Core – Initiated by academic, museum and archive institutions, wide adoption in content management systems – Core elements of metadata • XML – W3C, Human Readable • Vertical-Specific – OASIS – LegalXML for electronic filing – EDRM.net for information exchange across eDiscovery platforms 11 Sunday, May 13, 2012
  • 12. Open Standards – Metadata • Schema.org – Consortium led by Google, Microsoft, Yahoo – Standard web schemas designed to improve search and findability – Shared markup vocabulary 12 Sunday, May 13, 2012
  • 13. Open Standards – Interoperability • CMIS (started 2006, ratified 1.0 in 2010) – OASIS managed, interoperability across document-centric content management systems • WEMI (new project) – OASIS managed, interoperability across web- centric content management systems – 35 charter members • OpenSocial – An Open API more than a “standard” – Google initiated, frameworks under Apache – For social networking, portal and collaboration systems 13 Sunday, May 13, 2012
  • 14. Open Standards – Interoperability • Harvest from Content Silos, Don't Smash Them • Find common ground across repositories and applications • Use Cases for – Repository to Repository – Federated Repositories – Application to Repositories 14 Sunday, May 13, 2012
  • 15. Open Standards – Preservation • Still much work to be done... – Document-centric content ODF (OASIS) and PDF/A (ISO) – Images/graphics PNG – Video, audio, rich media still has much work to be done 15 Sunday, May 13, 2012
  • 16. Open Standards - Preservation • Web and Mobile – Closed vs. Open •Apps vs Web – Don't confuse authoring and consumption preferences with preservation 16 Sunday, May 13, 2012
  • 17. Preservation of Content • Is there an internal company retention policy for external communication? • How long must content be stored, even after removed from web site • Institutional memory, audit, electronic discovery, historical requirements 17 Sunday, May 13, 2012
  • 18. Open Source Levels the Playing Field for Doing Business on the Web 18 Sunday, May 13, 2012
  • 19. Open Source – Full Spectrum • Beyond Web Content Management... • Document and Records Management • Scanning / Capture • Workflow and BPM • Analytics and Reporting • Data Management • Collaboration and Social Platforms • ...Entire Lifecycle of Digital Content from Creation to Delivery to Disposition now a Reality 19 Sunday, May 13, 2012
  • 20. Open Source – Full Spectrum • Content Management professionals can now think about the entire business lifecycle of content – Manage, enrich, revise and approve it across deeper spectrum of business process 20 Sunday, May 13, 2012
  • 21. Open Source – Full Spectrum • Organizations can take back their enterprise and web content management roadmap • Flexibility to move to cloud, mobile or expand deployments without red-tape of typical vendor licensing • Mature support systems back most major projects 21 Sunday, May 13, 2012
  • 22. Open Data Delivers the Opportunity of Big Data to Everyone 22 Sunday, May 13, 2012
  • 23. Open Data – New Perspectives • Not hype, but new perspectives on citizen and consumer behavior • Big data problems might not be your own • Unleash the hidden power of public and private sector data 23 Sunday, May 13, 2012
  • 24. Open Data – Needs Other O's • Success of open data initiatives dependent on other “O”s – Open Source licensing models that are non-restrictive and encourage use of data – Open Standards for data that can be exchanged, used analyzed across range of external systems • Put data to work, not let it languish in archives 24 Sunday, May 13, 2012
  • 25. Info Overload to Dark Ages 2.0 • Open Standards and Open Source among the few real buffers against loss of digital artifacts • Formats not controlled by vendors • Independence from hardware or operating system platforms • Distributed source code management ensures unprecedented availability and ability to rebuild • Able to live outside lock down of digital rights management for appropriate educational and preservation use cases 25 Sunday, May 13, 2012
  • 26. Fighting 19th Century Battles 26 Sunday, May 13, 2012
  • 27. Thank you. Cheryl McKinnon @CherylMcKinnon www.aiim.org cheryl@candystrategies.com 27 Sunday, May 13, 2012