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Software Group




Innovation & Value Creation in the Document
Space


         Don Harbison
         Program Director
         IBM Open Standards



         TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards




     Documents are changing
     Open as catalyst
     Open Document Format
     Apache OpenOffice & ODF Toolkit
     Value creation opportunities



2        TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards

 Technology disruption has always dramatically
 magnified the value of content

 3200 BCE                                    1439              1969


1990                             1984               1981



 1998                                 2001          2009                          2013?




 3           TransferSummit, Oxford University      09/14/11     © 2011 IBM Corporation
Open Standards

Much of the dramatic magnification of the value of
document content in the last 20 years can be
attributed to standards and open driven innovation




4         TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards




Open is a catalyst for innovation

                                                 Open
                                               standards


                                              Community
                                              Innovation
                                Open                              Open
                             architecture                        source




5         TransferSummit, Oxford University           09/14/11    © 2011 IBM Corporation
Open Standards


    Open Standards
       What is Open?
            – Lots of definitions - from published, proprietary interfaces to open
              source
            – What is a meaningful gauge?
                   • Broad adoption (multiple vendor implementations – especially by the
                     vendors you and your partners buy products from)
                   • Public interfaces/public input
                   • Path to long term Stewardship (official standards body, effective open
                     source community for implementations)
       Benefits
            – Choice - The choice I make today doesn’t limit the choices I can make in the
               future
            – Flexibility - I can connect to internal departments and external partners that
               made different technology choices
            – Speed - I can build new solutions that involve multiple hardware and
               software platforms quickly
            – Speed - I can adjust to changing business parameters (new opportunities,
               new partners, new employees) quickly
            – Skills - I can find skilled resources that understand these solutions
6                                                                     © 2011 IBM Corporation
Open Standards




      Document were— static and one-sided




7        TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards




Documents have been changing from closed to open




        Contents are opaque                            Contents are transparent
        Monoculture inhibits innovation                Open invites innovation
        Barrier to entry is high                       Barrier to entry is low

    ...and becoming much more valuable in the process.

8                TransferSummit, Oxford University          09/14/11    © 2011 IBM Corporation
Open Standards




Usage patterns are rapidly changing

    Office Documents                                          Social
                                                            Documents
    ✔ Unstructured                                 ✔ Many tools
    ✔ Format intensive                               ✔ Wikis
    ✔ Print output                                   ✔ Blogs
      imperative                                     ✔ Web/mobile
    ✔ Network effects                              ✔ Format for device
      locks users in                               ✔ Print seldom
                                                   ✔ Dynamic sharing
                                                   ✔ Highly social
                                                   ✔ Co-editing
                                                   ✔ Semantically rich
                                                   ✔ Programmable




9            TransferSummit, Oxford University   09/14/11      © 2011 IBM Corporation
Open Standards



            Standards drive innovation

               Leveling the playing field
                ➔Deliver cost competitive alternatives and initiate network
                  effect around and open standards
               Magnifying market value by standardizing interchange between
                different tools
                ➔Invest in Open Office and ODF Interoperability Plug-Fests
               Driving innovation
               Creating new business opportunities in the new landscape
                ➔ECM
                ➔Governance/Risk/Compliance
                ➔Analytics
                ➔Attention management


10                                                     © 2011 IBM Corporation
Open Standards




What is the Open Document Format?
 An XML-based specification describing the content and
    formatting of a document.
 The open standard developed by a multi-vendor committee
    at OASIS and an approved international ISO standard.
 The standard that meets the common test for openness
 Enables choice through multiple implementations.
 Toolkits available for Java, and Python
 The option that gives you the most choices for
    interoperability and future-proofing your information.


Technically elegant... pragmatically implementable
                                                        © 2011 IBM Corporation
Open Standards




     TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards



What is new in ODF 1.2?
  Addition of Spreadsheet formula language
   (OpenFormula)
  Digital signatures
  RDF XML/RDFa capabilities (semantic web)
  Native tables in presentation slides
  Redrafting of conformance language as well as other
   changes to conform to ISO/IEC Directives, Part 2.
  Many editorial issues resolved
  Interoperability a 'work in progress'
         – InterOp Demo
         – ODF Plug-fests
       TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards



ODF 1.2 Interop - The Louvre Lab Scenario
     I. Collaborative editing scenario with Open Framework
        Systems and OpenOffice.org with Plugin
     II. Louvre Labs generates a single summary presentation
         document from a large document collection using lpOD
         ODF Python
     III. Programmatically apply OASIS template for the
          presentation, a common problem for sharing charts with
          colleagues
     IV.KOffice, will open the ODP file and edit it.
     V. (2) other ODF implementations then open this ODP file
        and add additional comments
     VI.The document will be reviewed and approved by a
        colleague with a mobile device using FreOffice.
14         TransferSummit, Oxford University   09/14/11   © 2011 IBM Corporation
Open Standards




For ODF 1.3

     Proposals currently being accepted and reviewed
            – Everyone is welcome to contribute
     Some areas under discussion:
            – Change tracking enhancements
            – Chart enhancements
            – Font embedding
            – Profile for web/mobile editors
     Schedule: 4 committee drafts over 2 years


          TransferSummit, Oxford University    09/14/11   © 2011 IBM Corporation
Open Standards




Why Apache OpenOffice?
      A healthy and vibrant OpenOffice project is in the interests of the
       marketplace that demands choice

      Consolidating OpenOffice and the ODF Toolkit under Apache2 licensing
       supports the growth of the ecosystem, increasing choice for clients,
       expanding the size of the market for all participants

      Apache OpenOffice will embolden ICT leaders to explore alternatives,
       leverage the value of ODF, and realize new business value for
       document-centric solutions

      New extensions and related projects will accelerate an ecosystem of
       ODF solutions and applications




16                                                                © 2011 IBM Corporation
Open Standards




Why Apache ODF Toolkit?

     An ODF API that exposes a higher level abstraction of
      ODF to application developers
     Developers may quickly become productive with ODF
      processing
     Reduce the friction for creating a new class of
      programmable document solutions




                                                © 2011 IBM Corporation
Open Standards


 Why do we need to work together?
 ...because there is so much potential to be realized
 if we do

     Content can become:
         More social
         More discoverable
         More reusable
         Better structured
         Inherently linked




18                                       © 2011 IBM Corporation
Open Standards




Documents will become increasingly semantically rich
        Rich content




                                                                                                Content layer                                                                      Collaborative Authoring
                                                                                               A mix of rich media types

     Reputation/ Ranking/ Value/
     Provenance/ Inheritance




                                                                                                                             Tags, authorship, approvalship
                                                                                                                                                              Semantics layer
                                                               A mashup of content fragments
                                          Presentation layer
                                                                                                                                                                                            Programmable




      Exploiting Rich
        Semantics
                                                                                                                                                                                           Live connections




        Activity oriented
                                                                                                                     Layered Synchronous
                                                                                                                     Collaboration
                                                                                                                     Everywhere

19                TransferSummit, Oxford University                                                                   09/14/11                                                  © 2011 IBM Corporation
Open Standards


Creating Semantic information
•Implicit
        Derived from context
         ➔
           Author                                                   •Explicit
         ➔
           Activity/workflow status
         ➔
           Date/Time                                                • User created
         ➔
           Authorized community                                               • Tags
         ➔
           Forms field definition                                             • Ratings
        System generated
         ➔
           Pattern recognition
           ✔ Atlanta> city
           ✔ MLS 456738 > realestate lisiting
           ✔ SIN: 63781283 > SIN number
           ✔ 00012 8374929 23498234 > bank routing and account number
         ➔
           Fingerprint:
           ✔ This is a Mortgage application
           ✔ Fingerprint increases accuracy of pattern recognizer due to refined context
         ➔
           System generated semantics and be validated or invalidated by explicit
           Semantics

20                                                                © 2011 IBM Corporation
Open Standards



 The next generation of documents will create new
 value on many fronts
 New opportunities:
    Navigation and discovery
    Speed of composition
     ➔
         Assembly from fragments
    Improved decision making
     ➔
       Pattern discovery/analysis
    Intelligent archiving
    Encouraging Engagement behavior /environment filtering
     ➔
         Recommendations
    Attention management
     ➔
       Fodder for analytics and prioritization
    Business process streamlining
    Deep QA
    Risk analysis/compliance
     ➔
       Fodder for GRC engines
21                                                            © 2011 IBM Corporation
Open Standards




OK, so now what?
                        Private Sector




                           Social
     Education           Documents       Public Sector




                          Individual

22                                           © 2011 IBM Corporation
Open Standards




We need to work together on:
            Standards
            Reference platforms
               ✔ Open source
            Policy formulation
            Innovative extensions
            Experiments



We need to contribute:
            Ideas
            Engineers
            Code
            Business direction
            Requirements



23                                   © 2011 IBM Corporation

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Innovation & value creation in the document space

  • 1. Software Group Innovation & Value Creation in the Document Space Don Harbison Program Director IBM Open Standards TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 2. Open Standards  Documents are changing  Open as catalyst  Open Document Format  Apache OpenOffice & ODF Toolkit  Value creation opportunities 2 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 3. Open Standards Technology disruption has always dramatically magnified the value of content 3200 BCE 1439 1969 1990 1984 1981 1998 2001 2009 2013? 3 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 4. Open Standards Much of the dramatic magnification of the value of document content in the last 20 years can be attributed to standards and open driven innovation 4 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 5. Open Standards Open is a catalyst for innovation Open standards Community Innovation Open Open architecture source 5 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 6. Open Standards Open Standards  What is Open? – Lots of definitions - from published, proprietary interfaces to open source – What is a meaningful gauge? • Broad adoption (multiple vendor implementations – especially by the vendors you and your partners buy products from) • Public interfaces/public input • Path to long term Stewardship (official standards body, effective open source community for implementations)  Benefits – Choice - The choice I make today doesn’t limit the choices I can make in the future – Flexibility - I can connect to internal departments and external partners that made different technology choices – Speed - I can build new solutions that involve multiple hardware and software platforms quickly – Speed - I can adjust to changing business parameters (new opportunities, new partners, new employees) quickly – Skills - I can find skilled resources that understand these solutions 6 © 2011 IBM Corporation
  • 7. Open Standards Document were— static and one-sided 7 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 8. Open Standards Documents have been changing from closed to open  Contents are opaque  Contents are transparent  Monoculture inhibits innovation  Open invites innovation  Barrier to entry is high  Barrier to entry is low ...and becoming much more valuable in the process. 8 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 9. Open Standards Usage patterns are rapidly changing Office Documents Social Documents ✔ Unstructured ✔ Many tools ✔ Format intensive ✔ Wikis ✔ Print output ✔ Blogs imperative ✔ Web/mobile ✔ Network effects ✔ Format for device locks users in ✔ Print seldom ✔ Dynamic sharing ✔ Highly social ✔ Co-editing ✔ Semantically rich ✔ Programmable 9 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 10. Open Standards Standards drive innovation  Leveling the playing field ➔Deliver cost competitive alternatives and initiate network effect around and open standards  Magnifying market value by standardizing interchange between different tools ➔Invest in Open Office and ODF Interoperability Plug-Fests  Driving innovation  Creating new business opportunities in the new landscape ➔ECM ➔Governance/Risk/Compliance ➔Analytics ➔Attention management 10 © 2011 IBM Corporation
  • 11. Open Standards What is the Open Document Format?  An XML-based specification describing the content and formatting of a document.  The open standard developed by a multi-vendor committee at OASIS and an approved international ISO standard.  The standard that meets the common test for openness  Enables choice through multiple implementations.  Toolkits available for Java, and Python  The option that gives you the most choices for interoperability and future-proofing your information. Technically elegant... pragmatically implementable © 2011 IBM Corporation
  • 12. Open Standards TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 13. Open Standards What is new in ODF 1.2?  Addition of Spreadsheet formula language (OpenFormula)  Digital signatures  RDF XML/RDFa capabilities (semantic web)  Native tables in presentation slides  Redrafting of conformance language as well as other changes to conform to ISO/IEC Directives, Part 2.  Many editorial issues resolved  Interoperability a 'work in progress' – InterOp Demo – ODF Plug-fests TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 14. Open Standards ODF 1.2 Interop - The Louvre Lab Scenario I. Collaborative editing scenario with Open Framework Systems and OpenOffice.org with Plugin II. Louvre Labs generates a single summary presentation document from a large document collection using lpOD ODF Python III. Programmatically apply OASIS template for the presentation, a common problem for sharing charts with colleagues IV.KOffice, will open the ODP file and edit it. V. (2) other ODF implementations then open this ODP file and add additional comments VI.The document will be reviewed and approved by a colleague with a mobile device using FreOffice. 14 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 15. Open Standards For ODF 1.3  Proposals currently being accepted and reviewed – Everyone is welcome to contribute  Some areas under discussion: – Change tracking enhancements – Chart enhancements – Font embedding – Profile for web/mobile editors  Schedule: 4 committee drafts over 2 years TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 16. Open Standards Why Apache OpenOffice?  A healthy and vibrant OpenOffice project is in the interests of the marketplace that demands choice  Consolidating OpenOffice and the ODF Toolkit under Apache2 licensing supports the growth of the ecosystem, increasing choice for clients, expanding the size of the market for all participants  Apache OpenOffice will embolden ICT leaders to explore alternatives, leverage the value of ODF, and realize new business value for document-centric solutions  New extensions and related projects will accelerate an ecosystem of ODF solutions and applications 16 © 2011 IBM Corporation
  • 17. Open Standards Why Apache ODF Toolkit?  An ODF API that exposes a higher level abstraction of ODF to application developers  Developers may quickly become productive with ODF processing  Reduce the friction for creating a new class of programmable document solutions © 2011 IBM Corporation
  • 18. Open Standards Why do we need to work together? ...because there is so much potential to be realized if we do Content can become:  More social  More discoverable  More reusable  Better structured  Inherently linked 18 © 2011 IBM Corporation
  • 19. Open Standards Documents will become increasingly semantically rich Rich content Content layer Collaborative Authoring A mix of rich media types Reputation/ Ranking/ Value/ Provenance/ Inheritance Tags, authorship, approvalship Semantics layer A mashup of content fragments Presentation layer Programmable Exploiting Rich Semantics Live connections Activity oriented Layered Synchronous Collaboration Everywhere 19 TransferSummit, Oxford University 09/14/11 © 2011 IBM Corporation
  • 20. Open Standards Creating Semantic information •Implicit  Derived from context ➔ Author •Explicit ➔ Activity/workflow status ➔ Date/Time • User created ➔ Authorized community • Tags ➔ Forms field definition • Ratings  System generated ➔ Pattern recognition ✔ Atlanta> city ✔ MLS 456738 > realestate lisiting ✔ SIN: 63781283 > SIN number ✔ 00012 8374929 23498234 > bank routing and account number ➔ Fingerprint: ✔ This is a Mortgage application ✔ Fingerprint increases accuracy of pattern recognizer due to refined context ➔ System generated semantics and be validated or invalidated by explicit Semantics 20 © 2011 IBM Corporation
  • 21. Open Standards The next generation of documents will create new value on many fronts New opportunities:  Navigation and discovery  Speed of composition ➔ Assembly from fragments  Improved decision making ➔ Pattern discovery/analysis  Intelligent archiving  Encouraging Engagement behavior /environment filtering ➔ Recommendations  Attention management ➔ Fodder for analytics and prioritization  Business process streamlining  Deep QA  Risk analysis/compliance ➔ Fodder for GRC engines 21 © 2011 IBM Corporation
  • 22. Open Standards OK, so now what? Private Sector Social Education Documents Public Sector Individual 22 © 2011 IBM Corporation
  • 23. Open Standards We need to work together on:  Standards  Reference platforms ✔ Open source  Policy formulation  Innovative extensions  Experiments We need to contribute:  Ideas  Engineers  Code  Business direction  Requirements 23 © 2011 IBM Corporation