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CLIENT CONTENT MANAGEMENT - It is fairly easy to create, and very easy to use:

Not long ago this was NEWS to people. They could update the content of their own site without knowing any HTML!

Do you remember the days before WYSIWYG word processors when you had to markup the text, much like we markup web documents using HTML? I don't. I started word processing using WYSIWYG applications like Dreamweaver and MS Word.

3/4 of the code I have written in the last 4 years isn't even visible on the websites I built! It is code to let the client log in and change the text on a page themselves. Here is how it works:

I create a secure log in for the client, or build an Admin page in a place not connected to their domain name.
The client logs in and sees a screen like this:
Client Content Management Console

It looks so much like other word processors that it is always easy to use for the client. They change the text, font size, color, etc., add a link or two and they hit submit. End of story, the new text is live on the web site.

The best part of the system is that it only changes the text, the client cannot accidental change the layout of the page.

The Downside? Search engines cannot read this dynamic text, so it can only be used on pages that you don't need the engines to rank well.

The code used above is called HTMLAREA and is free to use for developers. Contact me for full information on how to use it on your site.

If you have seen this all before you are probably a blogger. Blogs only became user friendly when they incorporated these tools. However, Blogs and regular web sites are quite different in many ways, and incorporating this code into a web site is a little different in practice. About Blogs

Content Management Systems
While WYSIWYG web page editors are now available, more of our needs can be met using an entire content management system (CMS). CMS offers us:

WYSIWYG editing or preview
The ability to create content components that can be used repeatedly
A centralized place to edit content
Separation of presentation and content by using presentation templates
A user interface customized for the task of content management and publishing
While CMS was once the domain of large companies with big budgets and talented programmers, low cost or free CMS programs such as Movable Type are now powering thousands of simple, personal sites. There is clearly a trend of easier publishing and less costly software becoming available on a widespread basis. The next step in this trend is to make CMS more efficient.

There are several steps in the traditional content management process that require manual work which could be made more efficient. One area is telling the system how to assemble content components into pages. Publishing content onto a page usually requires several steps:

Input the content itself, along with the corresponding metadata Specify how that content should be displayed in relation to similar content, such as its placement in a list and that list's order Specify how that group of content should be displayed on a page If we can provide predetermined rules for the system to assemble the content components, we could simply enter the content and let the system do the rest. For example, a company that makes products could create a rule that states, "Whenever a new product description page is published, create links in the sidebar to related white papers, support documents, and local retailers." On the page for a particular white paper, a corresponding rule could state, "If a new product description is published and is relevant to this white paper, create a link to it in the sidebar." Rules could be created hierarchically, so that sub-rules could determine what links appear in the sidebar and sub-sub-rules determine how each link in the sidebar is displayed.

To create a CMS that followed rules like this, the system would have to know 1) the information type of a piece of content - a white paper, product description, etc. - as well as 2) how certain information types relate to each other. Once we specify this information, the system, by following rules, is smarter, and ultimately reduces work for the people using it. There are a few major benefits to this kind of system over a conventional CMS:

Pages are automatically updated with links to new, relevant content
Users can search the site using an interface that allows them to create their own rules, with more precise results than free-text search People without web design and development skills can publish websites using concepts they understand instead of having to learn how to create web pages.

Content Management Systems:

Introduction
Content management holds the promise of better organization, increased access to resources, greater organizational effectiveness...for those who dare slog through the process of setting up a content management system - a task often more onerous than dealing with unorganized content.

After clearing away marketing hype, "next-big-thing-ism", bloated expectations, and misconceptions, content management is revealed as a necessary tool for organizations to achieve strategic goals and thrive.

In many organizations/industries (especially my field - higher education) digital content creation is far outpacing management. The result is an almost chaotic format of resources dispersed across an organization (which is fine - as long as connections are made), without a clear understanding of information/digital assets - the building blocks of a knowledge society.

New technologies/concepts have two potential impacts: a completely new way of doing things, or an improved way of doing what is already happening. Managing content with technology falls into the latter category, but is unfortunately marketed in the former. The "new thing" is the rapid growth of digital resources...improving organization with technology is only an improvement of existing practices of libraries and information architects.

In our developing knowledge economy, content management will continue to take a central and increasingly vital role in organizational success, effectiveness, and competency.

What is Content Management?
Content management is (drum roll...) the management of content (any digital item - video, audio, text, graphic, links to physical resources, etc.) to allow for contribution from varied sources with points of control to ensure quality. The contributors are often individuals without strong technical background (subject matter experts), so templates are used to create uniform and consistent documents.

Content management is a concept, process, function, and a strategy.

As a concept, it is the organizing of corporate information and making it useful (useful defined as being usable in format, time, and place needed by end user).

As a process, CM is a set of guidelines, templates, roles, and procedures to achieve the concept of CM - namely to make information more useful.

As a function, CM requires low-tech front-end (for non-technical users), multiple contributor environments, control points (to ensure quality), scalable, and separation of content from presentation.

As a strategy, CM is part of an overall knowledge management process and includes:

  • Organizing information in an organization
  • Knowing what information an organization owns
  • Finding what information an organization has
  • Maintaining (current and relevant) information of an organization.

Process of Managing Content

  • Creating - This may involve the creation of content via an authoring tool native to the CMS, conversion of legacy content, or creation of content through regular corporate processes (and the content is then uploaded into the CMS in its (usually) proprietary format).
  • Reviewing - Content that has been created is submitted to a review process. Reviewers can accept, reject, or suggest changes.
  • Editing - Improvements/alterations to content based on review, feedback, or changes in the underlying principles expressed by the unit of information.
  • Organizing - Information needs to be organized in order to be accessible to end-users. Some aspects of organization:
  • Publishing - Once content has been created/reviewed/edited/organized, it is then published and set "live" in a system. "Presentation" (CSS, usability, accessibility, etc.) is added at the publishing stage to create look and feel desired for the format.
  • Feedback loop - 3rd party evaluations. The initial review process will ensure content accuracy and conformity to standards. However, knowledge becomes outdated (or errors were made during the review stage), and feedback from content users can ensure knowledge "freshness". Additionally, 3rd party evaluations can offer qualitative assessments of the content itself that may not be intrinsic to the initial review process.
  • Searching and retrieving - This aspect of CM ensures that content is available when it's needed and in the desired format.

Benefits of Content Management
The ultimate goal of CM is to permit organizations to achieve strategic goals. As with any technology process, the tool has value only to the degree that it enables (not dominates) achievement of larger corporate missions. This list details some major value points for CM:

  • Repurpose content for use in various formats - web page, documents, etc
  • Reduce costs associated with maintenance of content/web sites
  • Reduce costs associated with searching for content (or duplication of content creation)
  • Access - findability (and its implications - info when needed, avoiding duplication)
  • Meet info needs of organization - when, where, how
  • Relevant - content is current and meets needs of users
  • Organized - content can be easily located due to an imposed organizational structure at the time of publishing
  • Customized - delivering info in a manner and format required by the person for the task
  • Increased responsiveness to trends, markets, etc. (and every else that comes from knowing where things are)
  • Quality control (via automated workflow process)
  • Collaboration and "spiraling" knowledge as contributors build on each others' work
  • Permits non-technical staff to enter and publish content into a system

What is a Content Management System?
A content management system (CMS) is a combination of tools used to achieve objectives of CM. Often, content management is viewed as content for the web (digital content used for Inter-Intra-extranet). This is a significant use currently, but as organizations (like libraries and education institutions) begin to use CM, the system can also be used to point to physical resources (though only having a link to a resource does eliminate one selling feature of a CMS - content when needed).

Some additional definitions:

"Most content management providers and experts can agree on at least a basic definition of a web CMS: at a minimum, a web content management system should be able to separate content from presentation, and in so doing should allow the non-technical creators of content to manipulate a web site's content directly.

"A CMS is a tool that enables a variety of (centralised) technical and (de-centralised) non technical staff to create, edit, manage and finally publish a variety of content (such as text, graphics, video etc), whilst being constrained by a centralised set of rules, process and workflows that ensure a coherent, validated website appearance."

"A content management system provides Web site operators with tools to automatically enforce versioning and change control, maintain hyperlinks and site maps, and schedule publication of content. It also allows content providers to submit text and graphics without knowing HTML, while enforcing a consistent look and feel across the site.

Features of CMS
Each CMS will have different features and functionality. Some common features are:

  • Versioning to allow revisiting of previous content and to detail development process
  • Template-based publishing for consistent look and feel
  • File "check-in" and "check-out" to avoid accidental over-writing
  • Workflow process
  • Roles-based
  • Repository for storage and access for various needs
  • Metadata features
  • Content scheduling to ensure content is current.

Content Conversion
Proprietary content formats can be inhibitive as organizations need to present content in various ways. Content conversion is a significant aspect of effective management. By creating content and presentation separately, usability of each piece of content increases (i.e. for multiple formats).

"Most existing content is trapped in a proprietary format that binds the content to a particular viewer and editor. To be liquid, content needs to be free from its proprietary format and thus, free from its proprietary editors and viewers. Converting legacy content to XML makes the content liquid and therefore, easy to reuse in different contexts destined for a variety of display formats.

"Corporations have a tremendous amount of information assets that exist today as individual files in directories...Because of its unstructured nature, it has been difficult to leverage this information and to reduce both the cost and complexity of managing this information...By converting existing documents and new documents into XML, organizations can achieve significant savings of both time and money.

Centralized/decentralized
Contrasting opinions (centralized or decentralized) exist about the best format of a content management system based on:

  • Technology trends
  • Organization needs (security)
  • End user needs (access)

In a centralized model, content is organized in large databases, resulting in increased control and security. In a decentralized model, content is stored in pockets, and then connected and searchable. Centralization is based on a business management/control model, while decentralization is based on the Internet model.

Centralization and decentralization both have unique characteristics, and each should be selected based on an organizations needs. If the objective is a closed, higher security system with maximum control, the centralized model may be the best choice. If the objective is an open model for maximum sharing and collaboration (especially with other institutions - a focus of higher education), then a decentralized model may be the best option.


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