An introduction
… and why use
one instead
of a desktop publishing system,
such as
Word,
FrameMaker
, or
Dreamweaver
?
Our
objective
is to answer this question through acquainting
you with how a component CMS works, including:
the tools and processes that comprise
a component CMS
w
hat you gain from using a component CMS
...an end
-
to
-
end
solution that manages
content at a “granular”
level and facilitates
streamlined authoring,
reviewing, localizing
and publishing.
content
reusing
publishing
authoring
localizing
managing
storing &
tracking
…a
document
management
system: a
shared
computer system used to track and store
electronic documents.
Such systems usually
include:
storing various versions
of documents
tracking
who modifies them (history tracking
)
Such systems can range from a shared drive to a
purchased
suite that includes versions,
ownership, and
security.
…a
web
CMS, where a website manages its content,
user paths, forms, downloads, etc.
WEB
DESIGNER
CONTENT
DEVELOPERS
EDITORS
APPROVERS
HOSTED CMS
SERVER
WEBSITE
(
WWW.U.COM/URL)
SITE
VISITOR
…all activities “pass
through” the content
author, and full documents
are stored in a central
location
—
or perhaps on a
personal drive:
AUTHOR
DOCUMENT
STORAGE
In a desktop management
system, you have ea
s
e of use
and are relatively free to
work as you choose. You work
and think in terms of
whole
documents
. Sharing content
means providing access to full
documents and “pulling
out” what you need.
In a component CMS, you
have ease of access (central
content storage used by all),
reuse, localizing, and
publishing. You work and
think in terms of
chunks
and
function
—
intro, lists, topics,
etc.
The repository
(storage database) is
the cornerstone to a
CCMS because it
centralizes all aspects
of the
documentation
process.
content
reusing
publishing
authoring
localizing
managing
storing &
tracking
LIST
INTRO
…content is stored in chunks
in the repository, so that
each chunk can be mixed and
matched throughout
documentation.
Yes!
With rare exceptions, most teams adopting a CCMS have
existing content that they need for future iterations of
documentation.
User
Guide
GSG
Read
This
First
content
But:
Depending on what you currently use, you might have
to convert content from one format, such as Word or
FrameMaker
, to a common CCMS format, such as XML
or XHTML.
User
Guide
CCMS Format
XML
XHTML
DITA
User
Guide
DTP Format
Word
Frame
Dream
-
weaver
So:
Once your content is in an acceptable format, it can be
imported to your editor
and
your CCMS repository to
be used again.
User
Guide
CCMS Format
XML
XHTML
DITA
content
All
users have
immediate access to
the most recent (or
most appropriate)
version of any
content
chunk.
Assembly
section
•
July 21 2012 16:14:24
•
September 02 2012 11:27:02
Product A
GSG
•
March 17 2012 20:03:44
•
April 2, 2012 09:47:05
Maint
.
chapter
•
August 14 2012 14:41:29
•
August 16 2012 08:24:33
Ownership can be assigned
to specific content so that
only one person has
responsibility for a chunk,
also keeping your content
safer.
Access to the database is
restricted to those who
contribute to the content
development cycle,
which
keeps
your content safer
.
Mine!
The authoring environment in a CCMS might look much lik
e
your authoring environment today.
It has an editing application, quite often in a markup language
such as XML or XHTML, that is author
-
centric to a greater or
lesser degree.
Some CCMSs have an
authoring interface
integrated directly with the
repository, so when you
work on content, you work
directly in the database.
Other CCMSs have a
separate authoring
application, which means
that you must upload and
download content from the
database.
Regardless of how the authoring tool works with the
database, using a CCMS provides several benefits:
i
mproved reuse
w
orkflow management
direct localization access
m
ulti
-
channel publishing
We will look at each of these in more detail.
In a content repository, you reuse content in two ways:
y
ou can copy
only the necessary chunks of content within
the
repository
you can point to (reference) chunks
of content from one
point in the repository to another.
[BOOK]
[CHAPTER]
NATIVE TEXT
[INTRO]
REFERENCED
[TOPIC]
REFERENCED
[LIST]
REFERENCED
[INDEX
] NATIVE TEXT
LIST
BOO
K
C
O
P
Y
r
epository
a
uthoring
environment
Content
reuse in a CCMS is more
integral than
in
DTP
because it is easier. Ease of reuse occurs because:
all users have access to completely centralized content
content is
stored in more granular chunks
that can be
reused an updated for all instances at one time
search and retrieve allows you to identify specific
pieces of content, rather than a full document
Consistency
Documentation becomes more
consistent across documents and
document sets, writers and
reviewers,
which
contributes
to
improved customer ratings
corporate
standards
style
guides
editing
rules
BOOK
Author once
You author once and use
multiple times, reducing
rework/repurposing efforts
User
Guide
GSG
RTF
2
X
In a CCMS, workflows
are
handled within the repository,
usually in an interface component dedicated to workflow.
Using integrated workflow benefits a documentation
team (or a company) by:
providing clear information to all users of what is
currently assigned to whom and the status of each
assigned task
reducing
“dropped” assignments
providing
early warning of schedule
problems
Each user has an assigned
function/role, and content
modules can be assigned
checklists, tasks, due
dates, etc.
When
a user completes an
assignment,
a notification
is sent to
the next person
who needs to handle it.
u
ser role
a
ssigned function
The next designated
user then finds the new
workflow in his/her
workflow interface.
Depending on the CCMS, other
useful options
are
available for
managing workflows and
schedules
.
If a checkpoint or deadline is missed, the project
manager is “flagged” through an
automatic
notification.
The workflow for that project is also
“
flagged,”
making it clear at a glance that a
project
deadline
is at risk
.
Combined with appropriate
security (remember roles
and functions determine access)
and
workflow,
localizing within a CCMS:
r
educes cycle times
d
ecreases translation costs
c
reates more consistent translated content
k
eeps your content safer
Because localizers can access the content directly in
the repository, there is no need for external hand
-
off
processes, thereby increasing process efficiency.
localizing
content
s
ource language
t
ranslated
langs
Because content
is managed as modular chunks,
localizers download only
the content that has changed
since the last translation
effort, reducing the cost of
localizing.
TMs
translation
QA
processes
So, instead of releasing entire documents to a localization
house, the content development team releases only
updated content. Instead of the localization house needing
to run the entire set of content against a translation
memory, they run only the changed content.
[BOOK]
[CHAPTER]
[INTRO]
[TOPIC]
[LIST]
[ITEM1]
[ITEM2]
[ITEM3]
[ITEM4]
[INDEX]
Loc
House
Publishing is arguably the most significant contributor to making
adopting a CCMS worthwhile (though it runs a tight race with
localizing) because it:
v
irtually eliminates desktop publishing of various output
types
a
llows you to author once and publish to multiple output
types at once
c
reates consistent formatting and content handling for each
output type, respectively, which contributes to improved
customer satisfaction ratings
In a DTP system, you
often have to maintain
multiple copies of source documents to get
multiple output types, such as PDF, online help,
and XML.
GSG
s
ource
file
OLH
s
ource
file
ePub
s
ource
file
GSG
PDF
DTP model
WRITER
PUBLISHER
Sometimes, you might
be able to author once, tweak the
content several times, and get multiple output
types
—
but it
nearly always requires human intervention
.
And that final tweaking is only
after
your desktop publishers
have
already formatted
, styled, and fine
-
tuned the content
multiple times in the course of content development
—
before
review, after changes are added, after copyediting, etc.
source
file
GSG
PDF
Best
-
case
DTP model
PUBLISHER
But in a CCMS, you can
author your content once and
publish to multiple formats at
the same time, without
tweaking your content. This
reduces desktop publishing
time and costs dramatically.
Output, regardless of type,
is automated, whether
created during
development milestones or
for final delivery.
source
file
GSG
PDF
AUTHOR
In summary, using a CCMS is ideal for any
documentation team looking for:
s
horter
cycle times
customer experience consistency
i
ncreased process efficiency/productivity
l
owered costs
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