XML/RDF/OWL Content & Knowledge Management for Corporate Publications.
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Transcript of XML/RDF/OWL Content & Knowledge Management for Corporate Publications.
XML/RDF/OWL Content & Knowledge Management for
Corporate Publications
Agenda
• Introduction: SiberLogic Inc• XML-based publications in FIs• Example: Training and Reasoning-enabled
Interactive Credit Policy Manuals• History of XML publications technology• Technology overview• Return on Investment• Q & A
Introduction: SiberLogic Inc
• Vendor of SiberSafe– XML Content/Knowledge Management System
• Management of Corporate Publications• Customers
– US Army, Boeing, US Government, Cisco, HP-Compaq, Tokyo Electron etc;
– Defense, technology, manufacturing, education;
e-Finance Engagements
• Federal Reserve Board– Press Releases – Analyst Reports
• Newkirk– Customized Financial Publishing
• IFDS– Financial Information Systems
• Documentation • Training
XML Publications in FIs (1)
• Manage Regulatory Compliance Content– Compliance Policies– Compliance Procedures– Role-based Compliance Handbooks– Compliance Surveys
• Manage Marketing Communications Content– Customized Offerings– Product Prospectuses
XML Publications in FIs (2)
• Manage Analytical Knowledge – Credit Risk Assessment– Product/Service Search & Discovery
• Manage Information Systems Documentation– Technical Manuals– Training Materials– Diagnostics & Troubleshooting– Prognostics & Preventive Maintenance
XML Publications in FIs (3)
• Manage Professional Training Materials– Create Training-enabled Manuals for
• Financial Products & Services• Information Systems• Organizational Policies and Work Processes
– Develop• Training Lessons• Training Tests• Training Exercises
• Manage Public Relations Content– Press releases– Analyst reports
• Commercial lending adjudicators• Apply lending policies to a borrower• Policy manuals have 1000s pages of text• Policies evolve• New industries require new analysis• Upfront/ongoing training• Business continuity = knowledge transfer
Example: Interactive Credit Policy Manuals
Example: Interactive Credit Policy Manuals
• Develop guidelines and procedures– Business risk, financial risk, Industry risk …
• Public/private, management quality, asset base etc• Add training materials: lessons, tests, exercises• Add decision making trees, knowledge graphs
– Creditworthy borrower model based on the policies• Rule1: Every public company that issues bonds has a credit rating• Rule2: Every company that has a high credit rating is creditworthy
• Enable automated reasoning– Public (Y/N): Y; Issues Bonds (Y/N): Y; Rating? (A/B/C): A;– Inferred Conclusions:
• X has a rating• X is creditworthy
History of XML Publications
• SGML: predecessor of XML in 1970s– ISO standard for text processing– Separation of content from style– Enforced structure
• Adopted by – US DoD and DoD contractors around the world– Knowledge transfer intensive companies
• XML: easier to process format in 1990s– Data vs. text exchange– Wide industry adoption
• Interactive Electronic Manuals– Hyperlinked Table of Contents– Hyperlinked Index Table– Full Text Search with Proximity Options
• Training-enabled Manuals– Tests, lessons, exercises
• AI-enabled Manuals– Diagnostics– Prognostics– Personalized Learning Curves
History of XML Publications
When you need a CMS… Knowledge capture/transfer/retrieval processes are
inefficient– Up-to-date relevant information is hard to find– Modifications are often overwritten and lost– Annotations get lost/ignored– Review cycle is too long– Decisions are made but never get implemented– The same content is written over and over – Translation costs are high– Minor configuration changes cause major problems– Same content has to be published in many formats
XML CMS Technology
Major Feature Groups:
• Collaboration Management• Configuration Management• Knowledge Management• Publishing Management
Collaboration: Authoring
• Shared Storage• Fragmentation• Web-based Editing• Locking: check-in, check-out• Versioning: change history• Access Control
Collaboration: Review
• Reviewers don’t need special software;• Reviewers receive a document URL by e-mail;• Annotations inserted into document source;• Multiple reviewers annotate same fragment;• Real-time disposition of comments;• Document becomes a bulletin board;• Duplicates eliminated;• Merge process eliminated;
Collaboration: Workflow
• Customizable workflow model includes:– Custom task types, task states, – Custom task state transitions, roles
• Content fragments rather than whole documents attached to tasks;
• E-mail notifications automatically sent;• Assignments easily tracked by
implementers and supervisors;
Configuration: Reuse
• Cut&Paste won’t work for evolving content;• SiberSafe offers reference-based reuse;• Instant propagation of updates;• Tracking of reuse relationships• Referential integrity• Fragment-level content search
Configuration: Translation
• In-house or external translation workflow– Content fragments are assigned to translators– Translators access content over the web– Multiple translators collaborate on large docs– Translated fragments flow to reviewers
• Translation paralleled with on-going development• Savings on subsequent update translations
– Identify updated fragments– Merge translated content with un-translated– Replace untouched fragments with their old translations– Replace updated fragments with their new text
Configuration: Conditionality
• Audience Modeling– Audience Interest Dimensions– Audience Interests
• Hierarchical Audience Interests• Hierarchical Interest Tagging
– Interest/DTD Mapping– Content Variants
• Publishing many variants into many formats• Validation of variants
Configuration: Index Management
• Reuse the same index catalog • … across multiple information products;
• Eliminate errors during the index term deployment• … by letting the user choose defined index term catalog entries;
• Preserve index term mapping consistency• … when index term catalog is re-organized;
• Improve the published content readability • … by adding index-based inter-topic hyperlinks to the
electronically published knowledge bases.
Configuration: Release Management
• Content Maintenance• Many past documentation releases maintained in parallel to
mainstream documentation development
• Content Customization• Many customized documentation variants are created from a generic
documentation set;
• Content Assembly• A single documentation set is created out of components contained
in other documentation sets;
• Content Staging• Prior to being release, a documentation set is passed through a
number of “staging zones”;
Publishing
• Batch publishing• Multi-Variant publishing• Multi-Format publishing
– Printable: PDF, RTF, PPT– On-line: CHM, IETM, HTML, SCORM
• Versioning of publishing materials• E-mailing of published materials• Deployment of published materials
Knowledge Management
• Web Ontology Language (OWL) standard, 2004• RDF/OWL: XML-based knowledge format• Capture facts, develop models• Associate XML content with RDF facts• Apply AI: RDF/OWL Reasoners
– Define rules• Rule: Mary likes all tall men
– Enter facts• Fact: Tom is a tall man
– Infer conclusions:• Inferred Fact: Mary likes Tom
Knowledge Capture
• Developing OWL/RDF Schema• Adding Facts• Linking
– Facts to Topics– Topics to Facts
• Customizations
Knowledge Exploration
• Knowledge Graph Navigation• Knowledge Search Queries• Formal/informal Knowledge Links
Knowledge Reasoning
• RDF/OWL Machine Reasoning– Define rules
• Rule: Mary likes all tall men– Enter facts
• Fact: Tom is a tall man– Infer conclusions:
• Inferred Fact: Mary likes Tom
Return On Investment
• Knowledge Transfer Benefits– Accelerated Decision Making!– Reduced Operational risks!
• Knowledge Capture Benefits– Reused/Repurposed Content– Single-sourced Publishing– Eliminated Formatting– Accelerated Review Cycle– Reduced Translation Costs
Conclusion
• FIs are knowledge-intensive organizations• Business continuity requires knowledge transfer• FIs use content to facilitate knowledge transfer• XML/RDF/OWL content/knowledge
management technology allows FIs to:– Efficiently develop content/knowledge– Efficiently maintain content/knowledge – Efficiently deliver/deploy content/knowledge
For More Information
Contact SiberLogic for more information on how we can help you implement an XML Corporate Publication Workflow
[email protected](877)-SIBER-LG
www.siberlogic.comBooth #107
Q & A
Any Questions?