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The Content Life Cycle
A Strategic Compass for People, Products and Technology




                                               Lavacon
                                     November 15, 2011
                                         Mollye Barrett
Use the Content Life Cycle
The content life cycle helps identify business
requirement for how content must be treated,
handled and processed.

Identify requirements for an end-to-end content
lifecycle with a focus on roles of people, information
products produced and technology currently used.
Directional Wheel




                    www.cdgroup.com/EX2/images/Content_Lifecycle. gif
Circles with Arrows
Circles in Circles




     http://www.langsolinc.com/cf/LANGUAGE/ContentFiles/Global%20Content%20Value%20Chain.png
http://metatorial.com/images/poster_big.jpg
Flowchart
Content Life Cycle Thought Leaders
Authoring, Repository, Assembly, Delivery, Archive
 Ann Rockley, Managing Enterprise Content: A Unified Content Strategy

    Capture, Manage, Deliver, Store, Preserve
     Association for Information and Image Management (AIIM)

Authoring, Repository, Assembly/Linking, Publishing
    JoAnn Hackos, Content Management for Dynamic Web Delivery

                 Collect, Manage, Publish
              Bob Boiko, The Content Management Bible

               Creation, Editing, Publishing
                   Gerry McGovern, New Thinking

                    Production, Delivery
                      Tony Byrne, CMS Report
About the CLC for a Unified
       Content Strategy
One Technical Publications team with 20 writers
covering 14 products used 48 tools to produce PDF,
HTML and HTML Help.
Learn what every content creator does in the course
of their normal day.
Not everyone views their work in the same way,
Work with a group to determine how they see their work.
CLC Workshop
• Identify how focus content is treated, handled and processed.
• Listen for problems. Look to optimize activities. More than
  authoring and publishing.
• Use workshop as a change management opportunity; let
  people know what is coming. Frame business process with
  the content lifecycle, not software functionality
• With information gathered, develop an impromptu content
  life cycle. Discovery presents opportunities for automation,
  areas of workflow improvement, ways to measure cost and a
  way to make a tacit technical publication process explicit.
• Understand projects and prepare for a content management
  system. Know what to look for!
Workshop: Products, Tasks, Tools

Product   Tasks   Tools
Products: No Reuse
Products: Reuse
Products: Reuse, One Audience
Products: Reuse, 17 Audiences
CLC Workshop: Tasks
  automate                               workflow/reports        track/attributes/conrefs      IA role
                                                SME
                                               SME
  conversion
 conversion         research                                              reuse
                                                                           reuse             troubleshoot
                                                                                              troubleshoot
                                              reviews
                                             reviews
 style sheets     add structure          workflow/reports                workflow           automate style
 web design
 web design        plan/replan
                    plan/replan            peer reviews
                                           peer reviews                    edit                rebrand
                                                                                                rebrand


   workflow         workflow            transforms/workflow           automate
                                                post
                                                 post                                          usability
   manage
   manage             proof                                              publish
                                                                          publish
                                             documents
                                              documents                                         design

version control                               IA role                    add role
                     quality                                              system
                                                                         system                content
     track
      track                                  scripting
                                             scripting                                         analysis
                     control                                              admin
                                                                          admin

add structure         DITA               workflow/reports                metrics                SVG
                                                                                               graphic
                                                                                                graphic
    organize
   organize          structure
                    structure               herd/nudge
                                             herd/nudge                   estimate
                                                                         estimate             tweaking
                                                                                               tweaking

                              IA role
                          queries
                           queries                            meetings
CLC Workshop: Tools
               Rename
 Tumblr                               SharePoint
                                         CMS                 WinMerge
                                                               CMS         Paint
                utility

RoboHelp      Wordpad/            HTML Help
                                   DITA OTK
  Snagit                                                     Camtasia      SQL
 capture      Notepad             Workshop
                                    oXygen


 DITA OTK      CMS/Web                                        Flash
ePublisher    Confluence                 Perl
                                         CMS                            Shared View
  oXygen        services                                     Develop


                                                                          CMS
   ANT
   CMS          JAVA
                 CMS                    Saxon
                                         CMS                 RenderX
                                                               CMS      Inset Plus
                                                                        DITA OTK


Subversion
   CMS       TextCrawler                Snagit                 Visio    DITA OTK
                                                                           CMS



DITA OTK       DITA OTK                                      DITA OTK   DITA OTK
WebWorks     FrameMaker               WIN Grep
                                        CMS                   AXCM      RoboHelp
 oXygen         oXygen                                        oXygen     oXygen


                           DITA OTK
                            Flare                  Acrobat
                            oXygen
Workshop Content Life Cycle
Published Content Life Cycle
Published Content Life Cycle: Roles
Published CLC Details
CLC Results
•   Identified business requirements: personas and unified content
•   How content is treated, handled and processed: removed
    content silos and publish from one source across products
•   End-to-end content lifecycle: include published model that
    supports Web Help, HTML Help, PDF
•   Focus on roles:
    • People – writers, information architect, system admin
    • Information products – Online Help, User Guide, Admin
       Guide, Forms Guide, Install Guide, Function Guide, Quick
       Reference Guide, Form Builder, Report Builder
    • Technology – Frame, Flare and RoboHelp to DITA with
       automated publishing, 17 audiences for all information
       products.
Discussion
   Mollye Barrett
  ClearPath, LLC
mollye@clearpath.cc

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LavaCon 2011: Content Life Cycle Strategic Compass

  • 1. The Content Life Cycle A Strategic Compass for People, Products and Technology Lavacon November 15, 2011 Mollye Barrett
  • 2. Use the Content Life Cycle The content life cycle helps identify business requirement for how content must be treated, handled and processed. Identify requirements for an end-to-end content lifecycle with a focus on roles of people, information products produced and technology currently used.
  • 3. Directional Wheel www.cdgroup.com/EX2/images/Content_Lifecycle. gif
  • 5. Circles in Circles http://www.langsolinc.com/cf/LANGUAGE/ContentFiles/Global%20Content%20Value%20Chain.png
  • 7. Content Life Cycle Thought Leaders Authoring, Repository, Assembly, Delivery, Archive Ann Rockley, Managing Enterprise Content: A Unified Content Strategy Capture, Manage, Deliver, Store, Preserve Association for Information and Image Management (AIIM) Authoring, Repository, Assembly/Linking, Publishing JoAnn Hackos, Content Management for Dynamic Web Delivery Collect, Manage, Publish Bob Boiko, The Content Management Bible Creation, Editing, Publishing Gerry McGovern, New Thinking Production, Delivery Tony Byrne, CMS Report
  • 8. About the CLC for a Unified Content Strategy One Technical Publications team with 20 writers covering 14 products used 48 tools to produce PDF, HTML and HTML Help. Learn what every content creator does in the course of their normal day. Not everyone views their work in the same way, Work with a group to determine how they see their work.
  • 9. CLC Workshop • Identify how focus content is treated, handled and processed. • Listen for problems. Look to optimize activities. More than authoring and publishing. • Use workshop as a change management opportunity; let people know what is coming. Frame business process with the content lifecycle, not software functionality • With information gathered, develop an impromptu content life cycle. Discovery presents opportunities for automation, areas of workflow improvement, ways to measure cost and a way to make a tacit technical publication process explicit. • Understand projects and prepare for a content management system. Know what to look for!
  • 10. Workshop: Products, Tasks, Tools Product Tasks Tools
  • 14. Products: Reuse, 17 Audiences
  • 15. CLC Workshop: Tasks automate workflow/reports track/attributes/conrefs IA role SME SME conversion conversion research reuse reuse troubleshoot troubleshoot reviews reviews style sheets add structure workflow/reports workflow automate style web design web design plan/replan plan/replan peer reviews peer reviews edit rebrand rebrand workflow workflow transforms/workflow automate post post usability manage manage proof publish publish documents documents design version control IA role add role quality system system content track track scripting scripting analysis control admin admin add structure DITA workflow/reports metrics SVG graphic graphic organize organize structure structure herd/nudge herd/nudge estimate estimate tweaking tweaking IA role queries queries meetings
  • 16. CLC Workshop: Tools Rename Tumblr SharePoint CMS WinMerge CMS Paint utility RoboHelp Wordpad/ HTML Help DITA OTK Snagit Camtasia SQL capture Notepad Workshop oXygen DITA OTK CMS/Web Flash ePublisher Confluence Perl CMS Shared View oXygen services Develop CMS ANT CMS JAVA CMS Saxon CMS RenderX CMS Inset Plus DITA OTK Subversion CMS TextCrawler Snagit Visio DITA OTK CMS DITA OTK DITA OTK DITA OTK DITA OTK WebWorks FrameMaker WIN Grep CMS AXCM RoboHelp oXygen oXygen oXygen oXygen DITA OTK Flare Acrobat oXygen
  • 19. Published Content Life Cycle: Roles
  • 21. CLC Results • Identified business requirements: personas and unified content • How content is treated, handled and processed: removed content silos and publish from one source across products • End-to-end content lifecycle: include published model that supports Web Help, HTML Help, PDF • Focus on roles: • People – writers, information architect, system admin • Information products – Online Help, User Guide, Admin Guide, Forms Guide, Install Guide, Function Guide, Quick Reference Guide, Form Builder, Report Builder • Technology – Frame, Flare and RoboHelp to DITA with automated publishing, 17 audiences for all information products.
  • 22. Discussion Mollye Barrett ClearPath, LLC mollye@clearpath.cc