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Workflow Choices: When and
Where Do I Introduce XML?
Presentedby
Bruce D. Rosenblum
CEO
IneraIncorporated
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Transformative	Technologies…
Copyright Ó2017 IneraIncorporated. All Rights Reserved
…Require	New	Product	Features
• Responsive	Design
• Automatic	reflowable	text
• Richly	hyperlinked
• Dynamically	updated
• Accessible	for	visually	impaired
• Reading	static	PDF	is	no	longer	good	enough
• New	users	expect	a	dynamic	experience
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	New	User	Experiences
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	Search	Results
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	Look	Inside
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	Limited	Content	Access
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	Hyperlinked	Cites
Copyright Ó2017 IneraIncorporated. All Rights Reserved
ISO	OBP:	Link	Out
Copyright Ó2017 IneraIncorporated. All Rights Reserved
The	Foundation:	XML
• XML	is	the	foundation	for:
• Freemium	content	distribution
• Responsive	Design
• Automatic	reflowable text
• Rich	hyperlinks
• Dynamic	updates
• Accessibility	for	the	visually	impaired
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML:	Thoughtful	Choices
• XML	does	not	"happen"
• XML	requires
• Re-engineered	publication	workflow
• New	software	tools
• Additional	production	training
• XML	requires	deliberate	and	thoughtful	choices
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Adding	XML	In	The	Workflow
• You	can	introduce	XML	at:
• Authoring/Drafting
• Before	editing
• Before	composition
• Post-publication
• Each	point	has	pros	and	cons
Copyright Ó2017 IneraIncorporated. All Rights Reserved
The	Original	XML	Dream
• Committees	create	XML	documents
• Editors	edit	XML	documents
• XML	single-source	publication
• Print
• HTML
• eBooks
• Metadata	feeds
• Derivative	products
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Actual	Author	Tools
• Authors/Committees use
• Microsoft	Word
• Word	Perfect
• FrameMaker
• Google	Docs
Copyright Ó2017 IneraIncorporated. All Rights Reserved
The	Author	Reality
• Most	Authors
• Do	not	think	structure
• Do	not	like	production	tasks
• Outside	Authors
• Brilliant	subject	matter	experts
• Hard	to	train	and	support
• Even	harder	to	control
Copyright Ó2017 IneraIncorporated. All Rights Reserved
The	Word	Macro	Problem
• Word	macros	are	helpful,	but…
• Hard	to	write
• Smart	authors	out-smart	idiot-proof	macros
• Macros	grow	ever-larger	to	plug	holes
• Larger	macros	require	more	training
• Hard	to	support
• Multiple	versions	of	Word
• Hard	to	install
• More	challenging	IT	security	requirements
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Online	XML	Authoring
• The	wave	of	the	future?
• “HTML”-like	experience
• XML	under	the	hood
• Issues
• Authors	can	“break”	it	as	easily	as	Word	documents
• Requires	online	access
• Immature	math	editors
• It	may	be	XML,	but	is	the	XML	correct?
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Post-Publication	XML
• Committee	submits	Word	draft	standard
• Edited	in	Word
• Typeset	
• “Typeset”	in	Word
• InDesign	or	FrameMaker*
• Proof	and	typeset	corrections
• Publish	print	and	PDF
• Create	XML/ePub from	PDF
• *Convert	typeset	file	back	to	Word
• Final	Word	file	returned	to	committee
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Post-Publication	XML	Issues
• Advantages
• No	workflow	changes
• Disadvantages
• Quality	of	XML	unchecked
• Extra	production	time	and	cost
• Errors	discovered	in	XML	creation
• It’s	not	an	integrated	workflow
• Almost	essential	to	outsource
• Poor	Word	typesetting,	or	post-comp	conversion	to	Word
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Managing	Outsource	Vendors
• Vendors,	like	employees,	need	to	be	managed
• If	you	don’t	:
• Tell	them	what	you	want
• Check	their	work
the	result	may	differ	from	expectations
Copyright Ó2017 IneraIncorporated. All Rights Reserved
How	to	Manage	Vendors
• Develop	XML	markup	standards
• Test	several	vendors
• Compare	results	to	tag	same	standard
• Select	on	quality,	not	cost
• Provide	vendors	with	QA	tools
• Recheck	ongoing	vendor	work
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML	First	Workflow
• Committee	submits	Word	draft	standard
• Convert	draft	standard	to	XML
• Edit	standard	 in	XML
• Typeset	XML
• Proof	and	typeset	corrections	in	XML
• Create	final	PDF,	ePub,	etc.
• Convert	final	XML	to	Word	for	next	revision
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Advantages	and	Disadvantages
• Advantages
• File	is	continually	validated	to	DTD
• Disadvantages
• Requires	XML	editing	software	for	all	editors
• Training	can	be	expensive
• Freelance	editors	not	practical
• Editors	work	amidst	XML	tags
• or	XML	editing	customization	is	expensive
• Final	XML	reconverted	to	Word	for	next	revision
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML	“Middle”	Workflow
• Committee	submits	Word	draft	standard
• Clean	up	draft	and	style	paragraphs
• Edit	in	Microsoft	Word
• Convert	Word	to	XML
• Typeset	from	XML
• Proof	PDF	from	XML
• Corrections	in	Word;	regenerate	XML
• Create	final	PDF,	ePub,	etc.
• Final	Word	file	returned	to	committee
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Advantages	and	Disadvantages
• Advantages
• Editors	work	in	Microsoft	Word
• Lower	training	costs
• Freelance	editors	are	practical
• Structure	enforced	prior	to	final	pages
• Final	content	is	already	in	Word	for	next	update
• Disadvantages
• Requires	running	application	in-house	for	XML
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML	Quality
• XML	is	not	free
• Neither	is	XML	quality
• PDF
• Create	it,	proof	it,	publish	it
• XML
• Create	it,	proof	it,	publish	from it
• XML-first	and	XML-middle	facilitate	XML	quality
• PDF	created	from	XML
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML	Quality	+
• What's	between	the	tags	is	important
• What's	not	visible	(metadata)	is	more	important
• XML	requires	more	quality	checks
• Develop	QC	tools
• False	color	proofing
• Schematron(ISO/IEC	19757)	scripts
• Run	tools	on	every	XML	file
• Provide	tools	to	any	third	party	vendors
• "Trust	but	verify"
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Where	To	Go	Next
• Evaluate	and	set	business	goals
• Business	requirements	drive	technical	decisions
• Learn	more	about	XML
• Mulberry	Technologies	(http://www.mulberrytech.com/)
• NISO	STS	Project	(http://www.niso.org/workrooms/sts/)
• Talk	to	XML-savvy	standards	publishers
• Hire	an	XML	expert	or	consultant
• Don't	reinvent	the	wheel!
Copyright Ó2017 IneraIncorporated. All Rights Reserved
XML	Project	Startup
• Select	an	XML	workflow
• Based	on	business	goals
• Develop	and	Document	XML	markup	standards
• Build	XML	QA	tools
• Based	on	business	rules
• Required	for	any XML	workflow
• Start	a	pilot	project
• Re-evaluate	results	and	fine-tune
• Start	XML	workflow
• Continue	to	refine	and	improve
• Introduce	new	products
Copyright Ó2017 IneraIncorporated. All Rights ReservedSlide 30 Copyright Ó2013 Inera Incorporated. All Rights
Standard	XML	For	Standards	
Publishers
• Brings	new	production	efficiencies
• Brings	new	products	to	customers
• Brings	new	business	opportunities
• Solutions	are	improving	daily
• Now	is	the	time	for	XML!
Copyright Ó2017 IneraIncorporated. All Rights Reserved
Questions?	Contact	Us
Inera Incorporated
19	Flett Rd.
Belmont,	MA	02478	USA
+1	617	932	1932
info@inera.com
www.inera.com

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Rosenblum Workflow Choices Introducing XML

  • 1. Workflow Choices: When and Where Do I Introduce XML? Presentedby Bruce D. Rosenblum CEO IneraIncorporated
  • 2. Copyright Ó2017 IneraIncorporated. All Rights Reserved Transformative Technologies…
  • 3. Copyright Ó2017 IneraIncorporated. All Rights Reserved …Require New Product Features • Responsive Design • Automatic reflowable text • Richly hyperlinked • Dynamically updated • Accessible for visually impaired • Reading static PDF is no longer good enough • New users expect a dynamic experience
  • 4. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: New User Experiences
  • 5. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Search Results
  • 6. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Look Inside
  • 7. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Limited Content Access
  • 8. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Hyperlinked Cites
  • 9. Copyright Ó2017 IneraIncorporated. All Rights Reserved ISO OBP: Link Out
  • 10. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Foundation: XML • XML is the foundation for: • Freemium content distribution • Responsive Design • Automatic reflowable text • Rich hyperlinks • Dynamic updates • Accessibility for the visually impaired
  • 11. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML: Thoughtful Choices • XML does not "happen" • XML requires • Re-engineered publication workflow • New software tools • Additional production training • XML requires deliberate and thoughtful choices
  • 12. Copyright Ó2017 IneraIncorporated. All Rights Reserved Adding XML In The Workflow • You can introduce XML at: • Authoring/Drafting • Before editing • Before composition • Post-publication • Each point has pros and cons
  • 13. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Original XML Dream • Committees create XML documents • Editors edit XML documents • XML single-source publication • Print • HTML • eBooks • Metadata feeds • Derivative products
  • 14. Copyright Ó2017 IneraIncorporated. All Rights Reserved Actual Author Tools • Authors/Committees use • Microsoft Word • Word Perfect • FrameMaker • Google Docs
  • 15. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Author Reality • Most Authors • Do not think structure • Do not like production tasks • Outside Authors • Brilliant subject matter experts • Hard to train and support • Even harder to control
  • 16. Copyright Ó2017 IneraIncorporated. All Rights Reserved The Word Macro Problem • Word macros are helpful, but… • Hard to write • Smart authors out-smart idiot-proof macros • Macros grow ever-larger to plug holes • Larger macros require more training • Hard to support • Multiple versions of Word • Hard to install • More challenging IT security requirements
  • 17. Copyright Ó2017 IneraIncorporated. All Rights Reserved Online XML Authoring • The wave of the future? • “HTML”-like experience • XML under the hood • Issues • Authors can “break” it as easily as Word documents • Requires online access • Immature math editors • It may be XML, but is the XML correct?
  • 18. Copyright Ó2017 IneraIncorporated. All Rights Reserved Post-Publication XML • Committee submits Word draft standard • Edited in Word • Typeset • “Typeset” in Word • InDesign or FrameMaker* • Proof and typeset corrections • Publish print and PDF • Create XML/ePub from PDF • *Convert typeset file back to Word • Final Word file returned to committee
  • 19. Copyright Ó2017 IneraIncorporated. All Rights Reserved Post-Publication XML Issues • Advantages • No workflow changes • Disadvantages • Quality of XML unchecked • Extra production time and cost • Errors discovered in XML creation • It’s not an integrated workflow • Almost essential to outsource • Poor Word typesetting, or post-comp conversion to Word
  • 20. Copyright Ó2017 IneraIncorporated. All Rights Reserved Managing Outsource Vendors • Vendors, like employees, need to be managed • If you don’t : • Tell them what you want • Check their work the result may differ from expectations
  • 21. Copyright Ó2017 IneraIncorporated. All Rights Reserved How to Manage Vendors • Develop XML markup standards • Test several vendors • Compare results to tag same standard • Select on quality, not cost • Provide vendors with QA tools • Recheck ongoing vendor work
  • 22. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML First Workflow • Committee submits Word draft standard • Convert draft standard to XML • Edit standard in XML • Typeset XML • Proof and typeset corrections in XML • Create final PDF, ePub, etc. • Convert final XML to Word for next revision
  • 23. Copyright Ó2017 IneraIncorporated. All Rights Reserved Advantages and Disadvantages • Advantages • File is continually validated to DTD • Disadvantages • Requires XML editing software for all editors • Training can be expensive • Freelance editors not practical • Editors work amidst XML tags • or XML editing customization is expensive • Final XML reconverted to Word for next revision
  • 24. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML “Middle” Workflow • Committee submits Word draft standard • Clean up draft and style paragraphs • Edit in Microsoft Word • Convert Word to XML • Typeset from XML • Proof PDF from XML • Corrections in Word; regenerate XML • Create final PDF, ePub, etc. • Final Word file returned to committee
  • 25. Copyright Ó2017 IneraIncorporated. All Rights Reserved Advantages and Disadvantages • Advantages • Editors work in Microsoft Word • Lower training costs • Freelance editors are practical • Structure enforced prior to final pages • Final content is already in Word for next update • Disadvantages • Requires running application in-house for XML
  • 26. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Quality • XML is not free • Neither is XML quality • PDF • Create it, proof it, publish it • XML • Create it, proof it, publish from it • XML-first and XML-middle facilitate XML quality • PDF created from XML
  • 27. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Quality + • What's between the tags is important • What's not visible (metadata) is more important • XML requires more quality checks • Develop QC tools • False color proofing • Schematron(ISO/IEC 19757) scripts • Run tools on every XML file • Provide tools to any third party vendors • "Trust but verify"
  • 28. Copyright Ó2017 IneraIncorporated. All Rights Reserved Where To Go Next • Evaluate and set business goals • Business requirements drive technical decisions • Learn more about XML • Mulberry Technologies (http://www.mulberrytech.com/) • NISO STS Project (http://www.niso.org/workrooms/sts/) • Talk to XML-savvy standards publishers • Hire an XML expert or consultant • Don't reinvent the wheel!
  • 29. Copyright Ó2017 IneraIncorporated. All Rights Reserved XML Project Startup • Select an XML workflow • Based on business goals • Develop and Document XML markup standards • Build XML QA tools • Based on business rules • Required for any XML workflow • Start a pilot project • Re-evaluate results and fine-tune • Start XML workflow • Continue to refine and improve • Introduce new products
  • 30. Copyright Ó2017 IneraIncorporated. All Rights ReservedSlide 30 Copyright Ó2013 Inera Incorporated. All Rights Standard XML For Standards Publishers • Brings new production efficiencies • Brings new products to customers • Brings new business opportunities • Solutions are improving daily • Now is the time for XML!
  • 31. Copyright Ó2017 IneraIncorporated. All Rights Reserved Questions? Contact Us Inera Incorporated 19 Flett Rd. Belmont, MA 02478 USA +1 617 932 1932 info@inera.com www.inera.com