arma im days "open source and open standards"
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Candy Strategies Inc.www.candystrategies.com
Open Source and Open Standards:The Next Generation of Information
and Content Management?
ARMA NCR - IM DaysOttawa - November 2011
Cheryl McKinnonFounder/President
Cheryl@CandyStrategies.com@CherylMcKinnon
Friday, November 25, 2011
Open Standards are Essential to IM
Friday, November 25, 2011
• Information Management professionals who are serious about digital preservation in today’s knowledge economy need to be diligent
• Preservation
• Metadata
• Interoperability and Portability
Open Standards in IM
Friday, November 25, 2011
• How do we ensure this era of Information Overload doesn’t become the Dark Ages 2.0?
• Non-vendor controlled file formats
• Independent from operating systems or hardware platforms
• Can live outside of digital rights lockdown for appropriate preservation and educational uses
What About Preservation?
Friday, November 25, 2011
• A long way to go...but:
• PDF/A and ODF are a start
• Public sector has lead the charge in this area
• PDF/A an ISO Standard
• Ability to mandate and encourage open standards adoption
Open Standards for Preservation
Friday, November 25, 2011
• Dublin Core
• Wide adoption for these standard metadata elements in content management and library systems
• XML
• W3C consortium
• Machine and Human Readable textual data format
Open Standards for Metadata
Friday, November 25, 2011
• CMIS (Content Management Interoperability Services)
• OASIS managed with active participation from AIIM
• OpenSocial
• Interoperability across collaboration and social network products
• “Gadget” metaphor inspired by Google
• An Open API not a formal standard
Open Standards for Interoperability
Friday, November 25, 2011
Open Standards and Open Source are
Changing the Information Management Industry
Friday, November 25, 2011
• Definition emerged 1998 - with a new model of software development and release - Mozilla (Netscape Navigator)
• Roots back to 1980s - Free Software Foundation
• Practices rooted in development that evolved into the internet
• 1960s/70s - early example of open, participatory software development
• 1998 - Founding of Open Software Initiative
• consistent terminology, sanctioned software license agreements, definitions and practices
• http://opensource.org/
What is Open Source?
Friday, November 25, 2011
• Simply?
• A way a software developer (a vendor or a community) licenses and distributes its source code
• No charge for the software, availability of code, welcomes contributions, no restrictions on how software is used
• Variety of individual license agreements govern how it is distributed or used inside other products.
• Examples: GPL, LGPL, Apache, BSD, Eclipse, others...
What is Open Source?
Friday, November 25, 2011
CMIS: Vendors Playing Nicely
Friday, November 25, 2011
• Original Concept in 2006
• Kick off meeting - vendors, academics, end-users
• Three vendors created their own project
• Microsoft, EMC, IBM
Background
Friday, November 25, 2011
• Draft specification submitted to OASIS in 2008
• Strong participation and collaboration among 19 vendors
• Final public draft in January 2010 with Ratification on May 4, 2010
• Planning for Next Version in Progress - discussions including Records Management
Background
Friday, November 25, 2011
• Statement of Purpose
• Define a domain model that can be used by applications to work with one or more Content Management systems
• Data Model, Abstract Capabilities, Set of Bindings
• Problem of “islands of incompatible systems” making it difficult for organizations and application developers to integrate content across and among systems
CMIS: Why and What is it?
Friday, November 25, 2011
• Use Cases for CMIS 1.0
• Collaborative Content Applications
• Portals Leveraging Content Management Repositories
• Mashups
• Content Repository Search
• http://www.oasis-open.org/committees/cmis/charter.php
CMIS: Why and What?
Friday, November 25, 2011
• Secondary Use Cases
• Content-centric Workflow and BPM
• Archival Applications
• Compound and Virtual Documents
• Electronic and Legal Discovery
CMIS: Why and What?
• Not in 1.0 Scope
• RM and Compliance
• DAM
• WCM
• Subscription and Notification
Friday, November 25, 2011
IBM/Filenet NuxeoEMC/
Documen-tum
Sharepoint Alfresco ...
CMIS Client: Portal, Scan/Capture, Content and Business Applications
Documents
Folders
Metadata
Checkin, Checkout
Versions
CRUD operations
Query : CMISQL
Renditions
Filing
Relations
REST (AtomPub) or SOAP
ACL
CMIS 1.0
Friday, November 25, 2011
Removing the Stigma from “Silo”
Friday, November 25, 2011
• Finding the common ground across Content Management Repositories
• Technical Use Cases
• Federated Repositories
• Repository to Repository
• Application to Repository
• http://www.slideshare.net/pie1120/the-point-of-the-content-interoperability-services-cmis-standard
Harvesting the Content Silos
Friday, November 25, 2011
• Federated Repositories
• Ability to use and consume content across multiple repositories
• Appears to end user as one cohesive system
• Ability to build single UI to access content in across multiple repositories - entirely different ECM products
Harvesting the Content Silos
Friday, November 25, 2011
• Repository to Repository
• Publish a document from one repository to another
• Example: a document in an ECM system published to a WCM upon approval
• Manage corporate records from one centralized repository
• Access business records from multiple document repositories in one records system for consistent retention, disposition
Harvesting the Content Silos
Friday, November 25, 2011
• Application to Repository
• Use and consume managed content across other line of business applications
• ERP, CRM, case management systems, collaboration tools
• Let content flow across its natural horizontal business lifecycle
Harvesting the Content Silos
Friday, November 25, 2011
ECM: Platforms and Suites
Friday, November 25, 2011
• CMIS opens the door to meaningful consumption of content across business processes
• Fast Integrations
• Generic deployments of basic document management often don’t meet business requirements
• Compliance cudgel often doesn’t work
• Productivity is back on the front-burner
ECM Becomes a Platform for Content Applications
Friday, November 25, 2011
• Vendors with cohesive platforms may be able to be most creative with CMIS
• ECM vendors will need to differentiate in new ways
• Suite vendors that assembled portfolio via acquisition will take longer to take full advantage of CMIS
• Inconsistent architectures and integrations
ECM Becomes a Platform for Content Applications
Friday, November 25, 2011
• Content Management Goes Mobile
• Android CMIS Browser
• Browse CMIS repository
• View Documents
• Email Documents
• Search
• View Document Properties
http://code.google.com/p/android-cmis-browser/
ECM Becomes a Platform for Content Applications - Mobile
Friday, November 25, 2011
• Content Engine behind WCM / Portal Systems
• Drupal
• Liferay
• Nuxeo
• Alfresco
• eZ Systems
• ....More
ECM Becomes a Platform for Content Applications - Web
Friday, November 25, 2011
• Business Process Management
• Access content stored in ECM repositories via CMIS
• BonitaSoft
ECM Becomes a Platform for Content Applications - Process
Friday, November 25, 2011
• Document Capture and Scanning
• Mailroom automation
• Forms Processing
• Backfile conversions
• Ephesoft
ECM Becomes a Platform for Content Applications - Capture
Friday, November 25, 2011
Why It Matters
Friday, November 25, 2011
Standards = Efficiency
Friday, November 25, 2011
• Line of Business and ECM Applications carry business content
• Goods and Services are bought, sold and contracted electronically
• Interoperable systems (ERP, WCM, eCommerce, BPM and Workflow, ECM) need to let electronic content move across business processes
• Reluctance to adopt basic Document Management interoperability standards is a repeat of the Rail Gauge Debates of the 1800s
Transporting the Digital Goods
Friday, November 25, 2011
How Does Open Source Help Shape the Future of
Information Management?
Friday, November 25, 2011
• Organizations Can Begin their Information Management Project
• Start Testing, Prototyping without Significant Financial Investment
• Lingering Perception of the Hobbyist or Part Time Developer is Ready for the History Books
• Mature Products, Strong Vendor Support Backing
Benefits from Open Source
Friday, November 25, 2011
• Community Strength for Knowledge Sharing and Quick Responses
• Enterprise 2.0 in Action
• Organizations can Take Back Control of their Own ECM Roadmaps
• Access to code, marketplaces, module exchange with peers, partners or supply chain
• Huge Opportunity for Shared Services
Benefits from Open Source
Friday, November 25, 2011
• Brings ECM and Information Management to organizations of all sizes and budgets
• The Web opened the door to opportunities for new and innovative companies to communicate and do business globally
• Democratization of opportunity means Democratization of risk
• ECM no longer available to only those organizations with large IT budgets
Benefits from Open Source
Friday, November 25, 2011
• UK Government
• 2010 Cabinet Office Memo on Open Source
• 2011 Open Source Procurement Toolkit
• 2011 ICT Cabinet Statement that Open Source is Secure
• US Government - Department of Defense
• 2009 Memo from CIO on Open Source
• 2011 Lessons Learned Report
• Australia
• 2011 Australian Government Policy on Open Source Software
Canada Is Lagging on Acceptance
Friday, November 25, 2011
From Information Overload to Dark Ages 2.0?
http://opensource.com/life/10/10/information-overload-dark-ages-20
Friday, November 25, 2011
Candy Strategies Inc.www.candystrategies.com
Thank YouQuestions?
ARMA NCR - IM DaysOttawa - November 2011
Cheryl McKinnonFounder/President
Cheryl@CandyStrategies.com@CherylMcKinnon
Friday, November 25, 2011
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