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Gary Edwards

XML Production Workflows? Start with the Web and XHTML - 0 views

  • Challenges: Some Ugly Truths The challenges of building—and living with—an XML workflow are clear enough. The return on investment is a long-term proposition. Regardless of the benefits XML may provide, the starting reality is that it represents a very different way of doing things than the one we are familiar with. The Word Processing and Desktop Publishing paradigm, based on the promise of onscreen, WYSIWYG layout, is so dominant as to be practically inescapable. It has proven really hard to get from here to there, no matter how attractive XML might be on paper. A considerable amount of organizational effort and labour must be expended up front in order to realize the benefits. This is why XML is often referred to as an “investment”: you sink a bunch of time and money up front, and realize the benefits—greater flexibility, multiple output options, searching and indexing, and general futureproofing—later, over the long haul. It is not a short-term return proposition. And, of course, the returns you are able to realize from your XML investment are commensurate with what you put in up front: fine-grained, semantically rich tagging is going to give you more potential for searchability and recombination than a looser, more general-purpose approach, but it sure costs more. For instance, the Text Encoding Initiative (TEI) is the grand example of pouring enormous amounts of energy into the up-front tagging, with a very open-ended set of possibilities down the line. TEI helpfully defines a level to which most of us do not have to aspire.[5] But understanding this on a theoretical level is only part of the challenge. There are many practical issues that must be addressed. Software and labour are two of the most critical. How do you get the content into XML in the first place? Unfortunately, despite two decades of people doing SGML and XML, this remains an ugly question.
  • Practical Challenges In 2009, there is still no truly likeable—let alone standard—editing and authoring software for XML. For many (myself included), the high-water mark here was Adobe’s FrameMaker, substantially developed by the late 1990s. With no substantial market for it, it is relegated today mostly to the tech writing industry, unavailable for the Mac, and just far enough afield from the kinds of tools we use today that its adoption represents a significant hurdle. And FrameMaker was the best of the breed; most of the other software in decent circulation are programmers’ tools—the sort of things that, as Michael Tamblyn pointed out, encourage editors to drink at their desks. The labour question represents a stumbling block as well. The skill-sets and mind-sets that effective XML editors need have limited overlap with those needed by literary and more traditional production editors. The need to think of documents as machine-readable databases is not something that comes naturally to folks steeped in literary culture. In combination with the sheer time and effort that rich tagging requires, many publishers simply outsource the tagging to India, drawing a division of labour that spans oceans, to put it mildly. Once you have XML content, then what do you do with it? How do you produce books from it? Presumably, you need to be able to produce print output as well as digital formats. But while the latter are new enough to be generally XML-friendly (e-book formats being largely XML based, for instance), there aren’t any straightforward, standard ways of moving XML content into the kind of print production environments we are used to seeing. This isn’t to say that there aren’t ways of getting print—even very high-quality print—output from XML, just that most of them involve replacing your prepress staff with Java programmers.
  • Why does this have to be so hard? It’s not that XML is new, or immature, or untested. Remember that the basics have been around, and in production, since the early 1980s at least. But we have to take account of a substantial and long-running cultural disconnect between traditional editorial and production processes (the ones most of us know intimately) and the ways computing people have approached things. Interestingly, this cultural divide looked rather different in the 1970s, when publishers were looking at how to move to digital typesetting. Back then, printers and software developers could speak the same language. But that was before the ascendancy of the Desktop Publishing paradigm, which computerized the publishing industry while at the same time isolating it culturally. Those of us who learned how to do things the Quark way or the Adobe way had little in common with people who programmed databases or document-management systems. Desktop publishing technology isolated us in a smooth, self-contained universe of toolbars, grid lines, and laser proofs. So, now that the reasons to get with this program, XML, loom large, how can we bridge this long-standing divide?
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  • Using the Web as a Production Platform The answer, I think, is right in front of you. The bridge is the Web, a technology and platform that is fundamentally based on XML, and which many publishers are by now comfortably familiar with. Perhaps not entirely comfortably, but at least most publishers are already working with the Web; they already either know or have on staff people who understand it and can work with it. The foundation of our argument is this: rather than looking at jumping to XML in its full, industrial complexity, which seems to be what the O'Reilly-backed StartWithXML initiative[6] is suggesting, publishers instead leverage existing tools and technologies—starting with the Web—as a means of getting XML workflows in place. This means making small investments and working with known tools rather than spending tens of thousands of dollars on XML software and rarefied consultants. It means re-thinking how the existing pieces of the production toolchain fit together; re-thinking the existing roles of software components already in use. It means, fundamentally, taking the Web seriously as a content platform, rather than thinking of it as something you need to get content out to, somehow. If nothing else, the Web represents an opportunity to think about editorial and production from outside the shrink-wrapped Desktop Publishing paradigm.
  • Is the Web made of Real XML? At this point some predictable objections can be heard: wait a moment, the Web isn’t really made out of XML; the HTML that makes up most of the Web is at best the bastard child of SGML, and it is far too flaky/unstructured/underpowered to be taken seriously. We counter by arguing that although HTML on the Web exists in a staggering array of different incarnations, and that the majority of it is indeed an unstructured mess, this does not undermine the general principle that basic, ubiquitous Web technologies can make a solid platform for content management, editorial process, and production workflow.
  • With the advent of a published XML standard in the late 1990s came the W3C’s adoption of XHTML: the realization of the Web’s native content markup as a proper XML document type. Today, its acceptance is almost ubiquitous, even while the majority of actual content out there may not be strictly conforming. The more important point is that most contemporary Web software, from browsers to authoring tools to content management systems (from blogs to enterprise systems), are capable of working with clean, valid XHTML. Or, to put the argument the other way around, clean, valid XHTML content plays absolutely seamlessly with everything else on the Web.[7]
  • The objection which follows, then, will be that even if we grant that XHTML is a real XML document type, that it is underpowered for “serious” content because it is almost entirely presentation (formatting) oriented; it lacks any semantic depth. In XHTML, a paragraph is a paragraph is a paragraph, as opposed to a section or an epigraph or a summary.
  • n contrast, more “serious” XML document types like DocBook[8] or DITA-derived schemas[9] are capable of making semantic distinctions about content chunks at a fine level of granularity and with a high degree of specificity.
  • So there is an argument for recalling the 80:20 rule here. If XHTML can provide 80% of the value with just 20% of the investment, then what exactly is the business case for spending the other 80% to achieve that last 20% of value? We suspect the ratio is actually quite a bit steeper than 80:20 for most publishers.
  • IDML is a well thought-out XML standard that achieves two very different goals simultaneously: it preserves all of the information that InDesign needs to do what it does; and it is broken up in a way that makes it possible for mere mortals (or at least our Master of Publishing students) to work with it.
  • XHTML, on the other hand, is supported by a vast array of quotidian software, starting with the ubiquitous Web browser. For this very reason, XHTML is in fact employed as a component part of several more specialized document types (ONIX and ePub among them).
  • Why re-invent a general-purpose prose representation when XHTML already does the job?
  • It is worth pausing for a moment to consider the role of XHTML in the ePub standard for ebook content. An ePub file is, anatomically, a simply disguised zip archive. Inside the zip archive are a few standard component parts: there are specialized files that declare metadata about the book, and about the format of the book. And then there is the book’s content, represented in XHTML. An ePub book is a Web page in a wrapper.
  • To sum up the general argument: the Web as it already exists presents incredible value to publishers, as a platform for doing XML content management with existing (and often free) tools, and without having to go blindly into the unknown. At this point, we can offer a few design guidelines: prefer existing and/or ubiquitous tools over specialized ones wherever possible; prefer free software over proprietary systems where possible; prefer simple tools controlled and coordinated by human beings over fully automated (and therefore complex) systems; play to our strengths: use Web software for storing and managing content, use layout software for layout, and keep editors and production people in charge of their own domains.
  • Putting the Pieces Together: A Prototype
  • At the SFU Master of Publishing Program, we have been chipping away at this general line of thinking for a few years. Over that time, Web content management systems have been getting more and more sophisticated, all the while getting more streamlined and easier to use. (NB: if you have a blog, you have a Web content management system.) The Web is beginning to be recognized as a writing and editing environment used by millions of people. And the ways in which content is represented, stored, and exchanged online have become increasingly robust and standardized.
  • The missing piece of the puzzle has been print production: how can we move content from its malleable, fluid form on line into the kind of high-quality print production environments we’ve come to expect after two decades of Desktop Publishing?
  • Anyone who has tried to print Web content knows that the existing methods leave much to be desired (hyphenation and justification, for starters). In the absence of decent tools for this, most publishers quite naturally think of producing the print content first, and then think about how to get material onto the Web for various purposes. So we tend to export from Word, or from Adobe, as something of an afterthought.
  • While this sort of works, it isn’t elegant, and it completely ignores the considerable advantages of Web-based content management.
  • Content managed online is stored in one central location, accessible simultaneously to everyone in your firm, available anywhere you have an Internet connection, and usually exists in a much more fluid format than Word files. If only we could manage the editorial flow online, and then go to print formats at the end, instead of the other way around. At SFU, we made several attempts to make this work by way of the supposed “XML import” capabilities of various Desktop Publishing tools, without much success.[12]
  • In the winter of 2009, Adobe solved this part of the problem for us with the introduction of its Creative Suite 4. What CS4 offers is the option of a complete XML representation of an InDesign document: what Adobe calls IDML (InDesign Markup Language).
  • The IDML file format is—like ePub—a simply disguised zip archive that, when unpacked, reveals a cluster of XML files that represent all the different facets of an InDesign document: layout spreads, master pages, defined styles, colours, and of course, the content.
  • What this represented to us in concrete terms was the ability to take Web-based content and move it into InDesign in a straightforward way, thus bridging Web and print production environments using existing tools and skillsets, with a little added help from free software.
  • Such a workflow—beginning with the Web and exporting to print—is surely more in line with the way we will do business in the 21st century, where the Web is the default platform for reaching audiences, developing content, and putting the pieces together. It is time, we suggest, for publishers to re-orient their operations and start with the Web.
  • We would take clean XHTML content, transform it to IDML-marked content, and merge that with nicely designed templates in InDesign.
  • The result is an almost push-button publication workflow, which results in a nice, familiar InDesign document that fits straight into the way publishers actually do production.
  • Tracing the steps To begin with, we worked backwards, moving the book content back to clean XHTML.
  • The simplest method for this conversion—and if you want to create Web content, this is an excellent route—was to use Adobe’s “Export to Digital Editions” option, which creates an ePub file.
  • Recall that ePub is just XHTML in a wrapper, so within the ePub file was a relatively clean XHTML document. It was somewhat cleaner (that is, the XHTML tagging was simpler and less cluttered) than InDesign’s other Web-oriented exports, possibly because Digital Editions is a well understood target, compared with somebody’s website.
  • In order to achieve our target of clean XHTML, we needed to do some editing; the XHTML produced by InDesign’s “Digital Editions” export was presentation-oriented. For instance, bulleted list items were tagged as paragraphs, with a class attribute identifying them as list items. Using the search-and-replace function, we converted such structures to proper XHTML list and list-item elements. Our guiding principle was to make the XHTML as straightforward as possible, not dependent on any particular software to interpret it.
  • We broke the book’s content into individual chapter files; each chapter could then carry its own basic metadata, and the pages conveniently fit our Web content management system (which is actually just a wiki). We assembled a dynamically generated table of contents for the 12 chapters, and created a cover page. Essentially, the book was entirely Web-based at this point.
  • When the book chapters are viewed online, they are formatted via a CSS2 stylesheet that defines a main column for content as well as dedicating screen real estate for navigational elements. We then created a second template to render the content for exporting; this was essentially a bare-bones version of the book with no navigation and minimal styling. Pages (or even the entire book) can be exported (via the “Save As...” function in a Web browser) for use in either print production or ebook conversion. At this point, we required no skills beyond those of any decent Web designer.
  • Integrating with CS4 for Print Adobe’s IDML language defines elements specific to InDesign; there is nothing in the language that looks remotely like XHTML. So a mechanical transformation step is needed to convert the XHTML content into something InDesign can use. This is not as hard as it might seem.
  • Both XHTML and IDML are composed of straightforward, well-documented structures, and so transformation from one to the other is, as they say, “trivial.” We chose to use XSLT (Extensible Stylesheet Language Transforms) to do the work. XSLT is part of the overall XML specification, and thus is very well supported in a wide variety of tools. Our prototype used a scripting engine called xsltproc, a nearly ubiquitous piece of software that we found already installed as part of Mac OS X (contemporary Linux distributions also have this as a standard tool), though any XSLT processor would work.
  • In other words, we don’t need to buy InCopy, because we just replaced it with the Web. Our wiki is now plugged directly into our InDesign layout. It even automatically updates the InDesign document when the content changes. Credit is due at this point to Adobe: this integration is possible because of the open file format in the Creative Suite 4.
  • We wrote an XSLT transformation script[18] that converted the XHTML content from the Web into an InCopy ICML file. The script itself is less than 500 lines long, and was written and debugged over a period of about a week by amateurs (again, the people named at the start of this article). The script runs in a couple of seconds, and the resulting .icml file can then be “placed” directly into an InDesign template. The ICML file references an InDesign stylesheet, so the template file can be set up with a house-styled layout, master pages, and stylesheet definitions for paragraphs and character ranges.
  • The result is very simple and easy to use. Our demonstration requires that a production editor run the XSLT transformation script manually, but there is no reason why this couldn’t be built directly into the Web content management system so that exporting the content to print ran the transformation automatically. The resulting file would then be “placed” in InDesign and proofed.
  • It should be noted that the Book Publishing 1 proof-of-concept was artificially complex; we began with a book laid out in InDesign and ended up with a look-alike book laid out in InDesign. But next time—for instance, when we publish Book Publishing 2—we can begin the process with the content on the Web, and keep it there throughout the editorial process. The book’s content could potentially be written and edited entirely online, as Web content, and then automatically poured into an InDesign template at proof time. “Just in time,” as they say. This represents an entirely new way of thinking of book production. With a Web-first orientation, it makes little sense to think of the book as “in print” or “out of print”—the book is simply available, in the first place online; in the second place in derivative digital formats; and third, but really not much more difficult, in print-ready format, via the usual InDesign CS print production system publishers are already familiar with.
  • Creating Ebook Files Creating electronic versions from XHTML source is vastly simpler than trying to generate these out of the existing print process. The ePub version is extremely easy to generate; so is online marketing copy or excerpts for the Web, since the content begins life Web-native.
  • Since an ePub file is essentially XHTML content in a special wrapper, all that is required is that we properly “wrap” our XHTML content. Ideally, the content in an ePub file is broken into chapters (as ours was) and a table of contents file is generated in order to allow easy navigation within an ebook reader. We used Julian Smart’s free tool eCub[19] to simply and automatically generate the ePub wrapper and the table of contents. The only custom development we did was to create a CSS stylesheet for the ebook so that headings and paragraph indents looked the way we wanted. Starting with XHTML content, creating ePub is almost too easy.
  • today, we are able to put the process together using nothing but standard, relatively ubiquitous Web tools: the Web itself as an editing and content management environment, standard Web scripting tools for the conversion process, and the well-documented IDML file format to integrate the layout tool.
  • Our project demonstrates that Web technologies are indeed good enough to use in an XML-oriented workflow; more specialized and expensive options are not necessarily required. For massive-scale enterprise publishing, this approach may not offer enough flexibility, and the challenge of adding and extracting extra semantic richness may prove more trouble than it's worth.
  • But for smaller firms who are looking at the straightforward benefits of XML-based processes—single source publishing, online content and workflow management, open and accessible archive formats, greater online discoverability—here is a way forward.
  • Rather than a public-facing website, our system relies on the Web as a content management platform—of course a public face could easily be added.
  • The final piece of our puzzle, the ability to integrate print production, was made possible by Adobe's release of InDesign with an open XML file format. Since the Web's XHTML is also XML, is can be easily and confidently transformed to the InDesign format.
  • Furthermore, just to get technical for a moment, XHTML is extensible in a fairly straightforward way, through the common “class” attribute on each element. Web developers have long leveraged this kind of extensibility in the elaboration of “microformats” for semantic-web applications.[10] There is no reason why publishers shouldn’t think to use XHTML’s simple extensibility in a similar way for their own ends.
  • Using the Web as a Production Platform
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    I was looking for an answer to a problem Marbux had presented, and found this interesting article.  The issue was that of the upcoming conversion of the Note Case Pro (NCP) layout engine to the WebKit layout engine, and what to do about the NCP document format. My initial reaction was to encode the legacy NCP document format in XML, and run an XSLT to a universal pivot format like TEI-XML.  From there, the TEI-XML community would provide all the XSLT transformation routines for conversion to ODF, OOXML, XHTML, ePUB and HTML/CSS. Researching the problems one might encounter with this approach, I found this article.  Fascinating stuff. My take away is that TEI-XML would not be as effective a "universal pivot point" as XHTML.  Or perhaps, if NCP really wants to get aggressive; IDML - InDesign Markup Language. The important point though is that XHTML is a browser specific version of XML, and compatible with the Web Kit layout engine Miro wants to move NCP to. The concept of encoding an existing application-specific format in XML has been around since 1998, when XML was first introduced as a W3C standard, a "structured" subset of SGML. (HTML is also a subset of SGML). The multiplatform StarOffice productivity suite became "OpenOffice" when Sun purchased the company in 1998, and open sourced the code base. The OpenOffice developer team came out with a XML encoding of their existing document formats in 2000. The application specific encoding became an OASIS document format standard proposal in 2002 - also known as ODF. Microsoft followed OpenOffice with a XML encoding of their application-specific binary document formats, known as OOXML. Encoding the existing NCP format in XML, specifically targeting XHTML as a "universal pivot point", would put the NCP Outliner in the Web editor category, without breaking backwards compatibility. The trick is in the XSLT conversion process. But I think that is something much easier to handle then trying to
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    I was looking for an answer to a problem Marbux had presented, and found this interesting article.  The issue was that of the upcoming conversion of the Note Case Pro (NCP) layout engine to the WebKit layout engine, and what to do about the NCP document format. My initial reaction was to encode the legacy NCP document format in XML, and run an XSLT to a universal pivot format like TEI-XML.  From there, the TEI-XML community would provide all the XSLT transformation routines for conversion to ODF, OOXML, XHTML, ePUB and HTML/CSS. Researching the problems one might encounter with this approach, I found this article.  Fascinating stuff. My take away is that TEI-XML would not be as effective a "universal pivot point" as XHTML.  Or perhaps, if NCP really wants to get aggressive; IDML - InDesign Markup Language. As an after thought, i was thinking that an alternative title to this article might have been, "Working with Web as the Center of Everything".
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    I was looking for an answer to a problem Marbux had presented, and found this interesting article.  The issue was that of the upcoming conversion of the Note Case Pro (NCP) layout engine to the WebKit layout engine, and what to do about the NCP document format. My initial reaction was to encode the legacy NCP document format in XML, and run an XSLT to a universal pivot format like TEI-XML.  From there, the TEI-XML community would provide all the XSLT transformation routines for conversion to ODF, OOXML, XHTML, ePUB and HTML/CSS. Researching the problems one might encounter with this approach, I found this article.  Fascinating stuff. My take away is that TEI-XML would not be as effective a "universal pivot point" as XHTML.  Or perhaps, if NCP really wants to get aggressive; IDML - InDesign Markup Language. The important point though is that XHTML is a browser specific version of XML, and compatible with the Web Kit layout engine Miro wants to move NCP to. The concept of encoding an existing application-specific format in XML has been around since 1998, when XML was first introduced as a W3C standard, a "structured" subset of SGML. (HTML is also a subset of SGML). The multiplatform StarOffice productivity suite became "OpenOffice" when Sun purchased the company in 1998, and open sourced the code base. The OpenOffice developer team came out with a XML encoding of their existing document formats in 2000. The application specific encoding became an OASIS document format standard proposal in 2002 - also known as ODF. Microsoft followed OpenOffice with a XML encoding of their application-specific binary document formats, known as OOXML. Encoding the existing NCP format in XML, specifically targeting XHTML as a "universal pivot point", would put the NCP Outliner in the Web editor category, without breaking backwards compatibility. The trick is in the XSLT conversion process. But I think that is something much easier to handle then trying to
Gary Edwards

Slamming the door shut on MS OOXML - 0 views

  • So your goal is a networked world where metadata is routinely trashed by apps developed by those who are too dumb or otherwise disabled to preserve metadata and only the big boys get to do interoperability, right? So if I send you a document for your editing, I can't count on getting it back with xml:id attributes intact. No thanks, Patrick. That sounds way too much like how things have worked ever since office productivity software first came on the market. In your world, interoperability belongs only to those who can map features 1:1 with the most featureful apps. And that is precisely why OpenDocument never should have been approved as a standard. Your kind of interoperability makes ODF a de facto Sun Microsystems standard wearing the clothing of a de jure standard. Why not just standardize the whole world on Microsoft apps and be done with it? Are two monopolies maintained by an interoperability barrier between them better than one? Fortunately, we don't have to debate the issue because the Directives resolve the issue. You lose under the rules of the game.
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    Marbux on metadata and the language of universal interoperability: Few people are aware of the raging debate that has pushed ODF to the edge. The OASIS ODF TC is split between those who support Universal Interoperability, and those who insist on continuing with limited ODF interoperability.

    ODF (OpenDocument), formally known as Open Office XML, began it's standards life in the fall of 2002 when Sun submitted the OpenOffice file format to OASIS for consideration as a office suite XML fiel format standard. The work on ODF did not start off as a clean slate in that there were near 600 pages of application specific specification from day one of the standards work. The forces of universal interop have sought for years to separate ODF from the application specific features and implementation model of OpenOffice that began with those early specification volumes, and continues through the undue influence Sun continues to have over the ODF specification work.

    Many mistakenly believed that submission of ODF to ISO and subsequent approval as an international standard would provide an effective separation, putting ODF on the track of a truly universal file format.

    Marbux is one of those Universal Interop soldiers who has dug in his heels, cried to the heavens that enough is enough, and demanded the necessary changes to ODF interoperability language.

    This post he recently submitted to the OASIS ODF Metadata SC is a devastating rebuttal to the arguments of those who support the status quo of limited interoperability.

    In prior posts, marbux argues that ISO directives demand without compromise universal interoperability. This demand is also shared by the World Trade Organization directives regarding international trade laws and agreements. Here he brings those arguments together with the technical issues for achieving universal interop.

    It's a devastating argument.

Gary Edwards

AlphaDog Barks Loudly: Why Can't You Guys Just Get Along and Solve MY MSOffice Problem!... - 0 views

  • First, let me say that I am a CIO in a small (20 employees but growing fast) financial services company. I am well aware of how locked-in I am getting with our MS-only shop. I am trying to see my way out of it, but this "ODF vs ODFF" is leaving me very confused and no one is working to clear the fog. I beg for all parties to really work towards some sort of defined understanding. I don't need cooperation. But, what I don't have is well-defined positions from all parties. As it is, I feel safer staying the course with MS right now, honestly. It's what I know vs the mystery of this "open cloud" and all the bellicose infighting. How's that for "in the trenches" data? I posted a comment on Andy's blog, and I will post the same comment here for your group (minor edits): I will admit to being very, very confused by all of this ODF vs ODFF posturing. I will try to put my current thoughts in short form, but it will be a muddled mess. I warned you! From what I gather, the OpenDocument Foundation (ODFF) is attempting to create more of an interop format for working against a background MS server stack (Exchange/Sharepoint). You worry that MS is further cementing their business lock-in by moving more and more companies into dependency on not only the client-side software but also the MS business stack that has finally evolved into a serious competitive set. At that level, and in your view, the "atomic unit" is the whole document. The encoded content is not of immediate concern. ODF is concerned with the actual document content, which ODFF is prepared to ignore. The "atomic unit" is the bits and parts in the document. They want to break the proprietary encodings that MS has that lock people into MSOffice. The stack is not of any immediate concern. So, unless I misunderstand either camp, ODF is first attacking the client end of the stack, and ODFF is attacking the backbone server end of the stack. The former wants to break the MSOffice monopoly by allowing people to escape those proprietary encodings, and the latter wants to prevent the dependency on server software like Exchange and Sharepoint by allowing MS documents to travel to other destinations than MS "server" products. Is this correct? I have yet to see anyone summarize the differences in any non-partisan way, so I am at a loss and not enough information is forthcoming for me to see what's what. The usual diatribe by people closer to the action is to go into the history of ODF or ODFF, talk about old slights and lost fights, and somehow try to pull at emotional heartstrings so as to gain mindshare. Gary's set of comments on this blog have that flavor. This is childish on both sides. Furthermore, the word "orthogonal" comes to mind. I often see people too busy arguing their POV, and not listening to others, when there is no real argument to keep making. It's apple-and-oranges. ODF vs ODFF seems like they are caught in this trap. Everyone wants to win an argument that has no possible win because the participants are not arguing about the same thing. Tell me: Why can't the two parties get along? I can see a "cooperative" that attacks the entire stack. Am I the only one seeing this? Am I wrong? If yes, what's the fundamental difference that prevents cooperation?
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    AlphaDog When asked about the source of his incredible success, the hockey great Wayne Gretzky replied, "I skate to where the puck is going to be, not where it has been." You and i need to do the same. Let me state our position as this: The desktop office suite is where the puck has been. The Exchange/SharePoint Hub is where it's going to be. The E/S Hub is the core of an emerging Microsoft specific web platform which we've also called, the MS Stack. In this stack, MSOffice is relegated to the task of a rich client end user interface into the E/S Hub of business processes and collaborative computing connections. The rest of the MS Stack swirls like a galaxy of services around the E/S Hub. Key to Microsoft's web platform is the gradual movement of MSOffice bound business processes to the E/S Hub where they connect to the rest of the MS Stack. So what now you might ask? Some things to consider before we get down to brass tacks: ... There is a way to break the monopolists MSOffice desktop grip, but it's not a rip out and replace the desktop model. It's a beat them at the E/S Hub model that then opens up the desktop space. And opens it up totally. (this is a 3-5 year challenge though since it's a movement of currently bound business processes). ... It's all about the business processes. Focusing entirely on the file formats is to miss the big picture. ... The da Vinci group's position is this; we believe we can neutralize and re purpose MSOffice by converting in proce
Gary Edwards

Can't We All Just Get Along? - 0 views

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    Another call for the "convergence" of ODF and MS-OOXML, this time from the government technology magazine, GCN.com.

    IMHO, there is a very steep technical barrier to both the harmonization and/or convergence of ODF and OOXML. The problem is that these file formats are application specific and bound respectively to OpenOffice and MSOffice feature sets and implementation models. The only way to perfect a harmonization or convergence file format effort is to dramatically change the reference applications.

    With over 500 million MSOffice workgroup bound desktops in the world, changing that suite of applications is likely to break business processes with a global disruption factor that is simply unacceptable. OpenOffice on the other hand could better sustain such the needed layout engine changes, but estimates it will take 3-5 years to accomplish this.

    Sun has often stated at the OASIS ODF TC (technical committee) that OpenOffice will not be bound and limited by having to mirror MSOffice features and implementation models. These arguments are often called application innovation rights.

    In the past year alone, there have been no less than five ODF iX "interoperability enhancement" proposals submitted to the OASIS ODF TC members for discussion. The iX proposals are designed to solve the problem of high fidelity "round trip" conversion of MSOffice binary and xml documents with OpenOffice ODF documents.

    Sadly, Sun and the other ODF application vendors fought and thoroughly defeated every aspect of these proposals even though the first three iX proposals were signed off on by Massachusetts ITD, and considered vital to the successful implementation of ODF there. ODF of course proved impossible to implement in Massachusetts. And without the iX interoperability enhancements, it is impossible for ODF plug-ins for MSOffice to perfect the high fidelity "round trip" conversion of existing doc
Gary Edwards

Between a rock and a hard place: ODF & CIO's - Where's the Love? - 0 views

  • So I'm disappointed. And not just on behalf of open documents, but on behalf of the CIOs of this country, who are now caught between a rock and a hard place, without a paddle to defend themselves with if they won't to do anything new, innovative and necessary, if a major vendor's ox might be gored in consequence. After the impressive lobbying assault mounted over the past six months against open document format legislation, I expect you won't be hearing of many state IT departments taking the baton back from their legislators.    And who can blame them? If they tried, it wouldn't be likely to be anything as harmless as an open document format that would bite them in the butt.
  •  
    Andy Updegrove weighs in on the wave of ODF legislative failures first decribed by Eric Lai and Gregg Keizer compiled the grim data in a story they posted at ComputerWorld last week titled  Microsoft trounces pro-ODF forces in state battles over open document formats.


    Andy believes that it is the failure of state legislators to do their job that accounts for these failures.  He provides three reasons for this being a a failure of legislative duty.  The most interesting of which is claim that legislators should be protecting CIO's from the ravages of aggressve vendors. 


    The sad truth is that state CIO's are not going to put their careers on the line for a file format after what happened in Massachusetts.


    Andy puts it this way, "
      

    And second, in a situation like this, it is a cop out for legislatures to claim that they should defer to their IT departments to make decisions on open formats.  You don't have to have that good a memory to recall why these bills were introduced in the first place: not because state IT departments aren't a good place to make such decisions, but because successive State CIOs in Massachusetts had been so roughly handled in trying to make these very decisions that no state CIO in his or her right mind was likely to volunteer to be the next sacrificial victim.
    As both Peter Quinn and Louis Gutierrez both found out, trying to make responsible standards-related decisions whe
Gary Edwards

We've Been Had! - 0 views

  • There is nothing open about MOOXML, and it should have never made it to consideration as an international standard. But one has to ask, what is up with Sun? The John Bosak comment is just as much cause for concern as the fact that the nations of the world would dare consider OOXML as an international standard. All i can say is that we've been had. Sun and Microsoft have worked us royally, and only now, at the last moment, does the fog of confusion clear and we can see it all.
  •  
    Yeah.  I said this!  And i still think ODF has what it takes to become a universal file format.  But only if the "interoperability enhancment" proposals are made part of the specification.  You can't talk your way to universal interop.   It has to go into the spec!

    OBTW, for you idiots who think i support OOXML as a standard?  You're idiots.  I support the quest for a universal file format that is totally application, platform and vendor independent.  The requirements, demands and criticisms we make of OOXML should be applied to every file format up for universal file format consideration.  Including ODF.  Including XHTML+ (XHTML, CSS3, RDF).  Including the EU IDABC "ODEF".

    The one area where i differ from most universal interoperability seekers is that i fully believe the big vendors have left open a loop hole we can exploit.  The plugin architecture is fully able to convert a big vendors application to produce our beloved but elusive universal file format. 

    This is important because the big vendors control "interoperability" by contolling the big vendor standards consortia, and, the major applications.  It's a double edged sword.

    The ubiquitous plugin architecture enables universal interop seekers to exploit the applications any way we want.  What's missing is a truly open "universal" standards process that is outside the reach of big vendors. 

    Personally i like the recent GPL3 process as a model on which to base emerging universal standards work.  Somehow the big vendors must be neutralized.  Otherwise, we;ll never see the universal inteop the world so desires.

    idiots,
    ~ge~

Gary Edwards

ODF and OOXML - The Final Act - 0 views

  • The format war between Microsoft’s Open Office XML (OOXML) and the open source OpenDocument Format (ODF) has flared up again, right before the looming second OOXML ISO vote in March.
  • “ISO has a policy that, wherever possible, there should only be one standard to maximise interoperability and functionality. We have an international standard for digital documentation, ODF,” IBM’s local government programs executive Kaaren Koomen told AustralianIT.
  • ODF has garnered some criticism for being a touch limited in scope, however, one of its strengths is that it has already been accepted as a worldwide ISO standard. Microsoft’s format on the other hand, has been criticised for being partially proprietary, and even a sly attempt by the software giant to hedge its bets and get in on open standards while keeping as many customers locked into its solutions as possible.
    • Gary Edwards
       
      A "touch limited in scope"? Youv'e got to be kidding. ODF was not defined to be compatible with the billions of MSOffice binary (BIN) documents. Nor was it designed to further interoperability with MSOffice.
      Given that there are over 550 million MSOffice desktops, representing upwards of 95% of all desktop productivity environments, this discrepancy of design would seem to be a bit more than a touch limited in scope!
      Many would claim that this limitation was due to to factors: first that Microsoft refused to join the OASIS ODF TC, which would have resulted in an expanded ODF designed to meet the interoperability needs of the great herd of 550 million users; and second, that Microsoft refused to release the secret binary blueprints.
      Since it turns out that both IBM and Sun have had access to the secret binary blueprints since early 2006, and in the two years since have done nothing to imptove ODF interop and conversion fidelity, this second claim doesn't seem to hold much water.
      The first claim that Microsoft didn't participate in the OASIS ODF process is a bit more interesting. If you go back to the first OASIS ODF Technical Committee meeting, December 16th, 2002, you'll find that there was a proposal to ammend the proposed charter to include the statemnt that ODF (then known as Open Office XML) be compatible with existing file formats, including those of MSOffice. The "MSOffice" reference was of course not included because ODF sought to be application, platform and vendor independent. But make no mistake, the discussion that day in 2002 was about compatibility and the conversion of the legacy BIN's into ODF.
      The proposal to ammend the charter was tabled. Sun objected, claiming that people would interpret the statement as a direct reference to the BIN's, clouding the charter's purpose of application, platform and vendor independence. They proposed that the charter ammendment b
    • Gary Edwards
       
      Will harmonization work? I don't think so. The problem is that the DIN group is trying to harmonize two application specific formats. OpenOffice has one way of implementing basic document structures, and MSOffice another. These differences are directly reflected in the related formats, ODF and OOXML. Any attempts to harmonize ODF and OOXML will require that the applications, OpenOffice and MSOffice, be harmonized! There is no other way of doing this unless the harmonized spec has two different methods for implementing basic structures like lists, tables, fields, sections and page dynamics. Not to mention the problems of feature disparities. If the harmonized spec has two different implementation models for basic structures, interoeprability will suffer enormously. And interoperability is after all the prupose of the standardization effort. That brings us to a difficult compromise. Should OpenOffice compromise it's "innovative" features and methods in favor of greater interoperability with MSOffice and billions of binary documents? Let me see, 100 million OpenOffice installs vs. 550 MSOffice installs bound to workgroup-workflow business processes - many of which are critical to day to day business operations? Sun and IBM have provided the anser to this question. They are not about to compromise on OpenOffice innovation! They believe that since their applications are free, the cost of ODF mandated "rip out and replace" is adequately offset. Events in Massachusetts prove otherwise! On July 2nd, 2007, Sun delivered to Massachusetts the final version of their ODF plug-in for MSOffice. That night, after reviewing and testing the 135 critical documents, Massachusetts made a major change to their ETRM web site. They ammended the ETRM to fully recognize OOXML as an acceptable format standard going forward. The Massachusetts decision to overturn th
  • ...1 more annotation...
    • Gary Edwards
       
      The Burton Group did not recommend that ISO recognize OOXML as a standard! They pointed out that the marketplace is going to implement OOXML by default simply because it's impossible to implement ODF in situations where MSOffice dominates. ISO should not go down the slippery slope of recognizing application-platform-vendor specific standards. They already made that mistake with ODF, and recognizing OOXML is hardly the fix. What ISO should be doign is demanding that ODF fully conform with ISO Interoeprability Requirements, as identified in the May 2006 directive! Forget OOXML. Clean up ODF first.
  •  
    Correcto mundo! There should be only one standard to maximise interoeprability and functionality. But ODF is application specific to the way OpenOffice works. It was not designed from a clean slate. Nor was the original 2002 OpenOffice XML spec designed as an open source effort! Check the OOo source code if you doubt this claim. The ONLY contributors to Open Office XML were Sun employees! What the world needs is in fact a format standard designed to maximise interoperability and functionality. This requires a total application-platofrm-vendor independence that neither ODF or OOXML can claim. The only format that meets these requirements is the W3C's family of HTML-XML formats. These include advancing Compound Docuemnt Framework format components such as (X)HTML-5, CSS-3, XForms, SVG and SMiL.. The W3C's CDF does in fact meet the markeplace needs of a universal format that is open, unencumbered and totally application, platform and vendor independent. The only trick left for CDF is proving that legacy desktop applications can actually implement conversions from existing in-memory-binary-representations to CDF without loss of information.
Gary Edwards

Whither OpenDocument Format? Say Hello To a Truly Universal File Format - CDF! - 0 views

  • Filtering vs. Standards Corel's policy is to focus on what its customers want rather than get overly involved in any one document format, Larock explained. WordPerfect uses Corel's proprietary document format but makes that code available. "We have filters built in to translate into more than 65 different file formats, including OOXML and ODF," he said. "That list included some legacy WordPerfect, AMIPro, PDF, multiple MS Word earlier formats and numerous graphic file formats." Maintaining filters for legacy document formats is important. People have lots of older files in archive that they still want to access, said Larock. Up for Grabs The evolution of text on the Internet along with the use of Web 2.0 applications is starting to have an impact. It is becoming a contest between a desktop presence and a Web-based format, according to Larock. He compared the situation to the transition from analog to digital formats in the telephone industry.
    • Gary Edwards
       
      Another big endorsement for the W3C's CDF as the universal file format!
Gary Edwards

War rages on over Microsoft's OOXML plans: Insight - Software - ZDNet Australia - 0 views

  • "We feel that the best standards are open standards," technology industry commentator Colin Jackson, a member of the Technical Advisory committee convened by StandardsNZ to consider OOXML, said at the event. "In that respect Microsoft is to be applauded, as previously this was a secret binary format." Microsoft's opponents suggest, among a host of other concerns, that making Open XML an ISO standard would lock the world's document future to Microsoft. They argue that a standard should only be necessary when there is a "market requirement" for it. IBM spokesperson Paul Robinson thus describes OOXML as a "redundant replacement for other standards". Quoting from the ISO guide, Robinson said that a standard "is a document by a recognised body established by consensus which is aimed at achieving an optimum degree of order and aimed at the promotion of optimum community benefits". It can be argued that rather than provide community benefit, supporting multiple standards actually comes at an economic cost to the user community. "We do not believe OOXML meets these objectives of an international standard," Robinson said.
  •  
    "aimed at achieving an optimum degree of order .... and .... aimed at the promotion of optimum community benefits:. Uh, excuse me Mr. Robinson, tha tsecond part of your statement, the one concerning optimum community benefits - that would also disqualify ODF!! ODF was not designed to be compatible with the 550 million MSOffice desktops and their billions of binary docuemnts. Menaing, these 550 million users will suffer considerable loss of information if they try to convert their existing documents to ODF. It is also next to impossible for MSOffice applications to implement ODF as a fiel format due to this incompatbility. ODF was designed for OpenOffice, and directly reflects the way OpenOffice implements specific document structures. The problem areas involve large differences between how OpenOffice implments these structures and how MSOffice implements these same structures. The structures in question are lists, fields, tables, sections and page dynamics. It seems to me that "optimum community benefits" would include the conversion and exchange of docuemnts with some 550 million users!!!! And ODF was clearly not designed for that purpose!
  •  
    I don't agree with this statement from Microsoft's Oliver Bell. As someone who served on the OASIS ODF Technical Committee from it's inception in November of 2002 through the next five years, i have to disagree. It's not that Microsoft wasn't welcome. They were. It's that the "welcome" came with some serious strings. Fo rMicrosoft to join OASIS would have meant strolling into the camp of their most erstwhile and determined competitors, and having to ammend an existing standard to accomodate the implementation needs of MSOffice. There is simply no way for the layout differences between OpenOffice and MSOffice to be negotiated short of putting both methodologies into the spec. Meaning, the spec would provide two ways of implementing lists, tables, fields, sections and page dynamics. A true welcome would have been for ODF to have been written to accomodate these diferences. Rather than writing ODF to meet the implementation model used by OepnOffice, it would have been infinitely better to wrtite ODF as a totally application independent file format using generic docuemnt structures tha tcould be adapted by any application. It turns out that this is exactly the way the W3C goes about the business of writing their fiel format specifications (HTML, XHTML, CSS, XFORMS, and CDF). The results are highly interoperable formats that any applciation can implement.
  •  
    You can harmonize an application specific format with a generic, applicaiton independent format. But you can't harmonize two application specific formats!!!!
    The easy way to solve the document exchange problem is to leave the legacy applications alone, and work on the conversion of OOXML and ODF docuemnts to a single, application independent generic format. The best candidate for this role is that of the W3C's CDF.
    CDF is a desription of how to combine existing W3C format standards into a single container. It is meant to succeed HTML on the Web, but has been designed as a universal file format.
    The most exciting combination is that of XHTML 2.0 and CSS in that it is capable of handling the complete range of desktop productivity office suite documents. Even though it's slightly outside the W3C reach, the most popular CDF compound is that of XHTML, CSS and JavaScript. A combination otherwise known as "AJAX".
Gary Edwards

Harmonizing ODF and OOXML using NameSpaces | Tim Bray's Thought Experiment - 0 views

  • First, what if Microsoft really is doing the right thing? Second, how can we avoid having two incompatible file formats? [Update: There’s been a lot of reaction to this piece, and I addressed some of those points here.]
  • On the technology side, the two formats are really more alike than they are different. But, there are differences: O12X’s design center, Microsoft has said repeatedly, is capturing the exact semantics of the billions of existing Microsoft Office documents. ODF’s design center is general-purpose reusability, and leveraging existing standards like SVG and MathML and so on.
    • Gary Edwards
       
      OOXML, or to put it more accurately "O12X" as Tim suggests, is designed to capture the exact semantics of MSOffice 12. In fact, OOXML is an XML encoding of the MSOffice 12 in-memory-binary-representation dump. When it comes to representing older versions of MSOffice documents, OOXML must use legacy compatibility settings" to capture the semantics. And it's not an exacting science to say the least. The thing is, OpenOffice ODF uses the same technique resulting in application specific ODF documents with over 150 un docuemnted, unspecified "compatibility settings". After years of requests from the OASIS ODF Technical Committee to document these application specific settings, Sun has yet to provide any kind of response. And this kills ODF interoperability. Especially concerning KOffice. There is also the issue of OASIS ODF high-jacked namespaces. When ODF applications reference a namespace, the actual URL is high-jacked with http://oasis-open.org/???? replacing the proper namespace of http://W3C.org/???? This high-jacking impacts the oDF reuse of important W3C technologies such as XForms, SVG, MathML, and SMiL. So where's the problem you ask? Well, when a developer imports or tries to process an OpenOffice ODF document, they rely on say the W3C XForms specification for their understanding. OpenOffice however seriously constrains the implementation of XForms, SVG, MathML, RDFa and RDF/XML. This should be reflected in the new namespace. However, if you follow the high-jacked URL, you'll find that there is nothing there. There is no specification describing how OpenOffice implements XForms in ODF! This breaks developer libraries, breaks ODF interoperability between ODF applications, and, offends the W3C to no end. So i think it might be fair to say that at this point, neither ODF or OOXML have come close to fulfilling their design objectives.
  • The capabilities of ODF and O12X are essentially identical for all this basic stuff. So why in the flaming hell does the world need two incompatible formats to express it? The answer, obviously, is, “it doesn’t”.
    • Gary Edwards
       
      Exactly!! Except for one thing that Tim misses: the presentation layers of both ODF and OOXML are application specific. It is also the application specific nature of OpenOffice ODF presnetation layer that prevents interoperability with KOffice ODF! There is near zero interop between OpenOffice and KOffice, and KOffice has been a contributing member of the OASIS ODF TC for FIVE YEARS! It's the presentation layer Tim. ODF and OOXML are application specific formats because their presentation layers are woefully applicaiton specific and entirely reflective of each applications layout engine and feature set implementation model. I often imagine what ODF would be like if back in 2001, Sun had chosen to implement CSS as the OpenOffice presentation layer instead of the quirky but innovative, and 100% application specific automatic-styles presentation layer we now see in ODF. Unlike ODF's "automatic-styles", CSS is a totally application independent presentation model prized exactly for it's universal interoperability!
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  • The ideal outcome would be a common shared office-XML dialect for the basics—and it should be ODF (or a subset), since that’s been designed and debugged—then another extended vocabulary to support Microsoft features , whether they’re cool new whizzy features or mouldy old legacy features (XML Namespaces are designed to support exactly this kind of thing). That way, if you stayed with the basic stuff you’d never need to worry about software lock-in; the difference between portable and proprietary would be crystal-clear. And, for the basic stuff that everybody uses, there’d be only one set of tags. This outcome is technically feasible. Who could possibly be against it?
    • Gary Edwards
       
      Bingo! ODF and OOXML should strip off the application specific complexities and seek a neutral generic XML representation of basic document structures common to ALL documents. Then, use the XML NameSpace mechanism to extend (with proper descriptions) the generic to include the volumes of application specific features that now fill each format. One thing i disagree with Tim about. And that's that the interop of ODF and OOXML is hopelessly broken. The OpenDocument Foundation tried for over a year to close the compatibility gap between ODF and MSOffice binary - xml documents. The OASIS ODF TC would have none of it. IBM and Sun are set on a harsh course of highly disruptive and costly rip-out-and-replace of MSOffice based on government mandates for ODF. There is no offer of compromise to be had. On the Microsoft side, even if they did want to compromise (a big IF), there is that problem of over 550 million MSOffice workgroup-workflow desktops to contend with. The thing is, the only way to harmonize, merge, convert or translate between two application specific formats is to actually harmonize the applications themselves. While the generic subset is a worthy goal, the process would be fraught with real world concerns that the existing application workflows are not disrupted. My proposal? Demand that ODF and OOXML application vendors provide format options for PDF, and the W3C's family of formats: (X)HTML5, (X)HTML - CSS, and CDF (XHTML-CSS-XForms-SVG-SMil-MathML). That will do it. We might never see the quality of interoperability we had hoped for in a desktop application to application scenario. But we can and should fully expect high quality interop at the higher level of the Web. You can convert an application specific format to a generic like CDF. By setting up conversion channels to the same CDF profile within MSOffice, OpenOffice, KOffice, Symphony, and Google Docs, we can achieve the universal interoperabil
Gary Edwards

Microsoft Watch Finally Gets it - It's the Business Applications!- Obla De OBA Da - 0 views

  • To be fair, Microsoft seeks to solve real world problems with respect to helping customers glean more value from their information. But the approach depends on enterprises adopting an end-to-end Microsoft stack—vertically from desktop to server and horizontally across desktop and server products. The development glue is .NET Framework, while the informational glue is OOXML.
    • Gary Edwards
       
      OOXML is the transport - a portable XML document model where the "document" is the interface into content/data/ and media streaming.

      The binding model for OOXML is "Smart Documents", and it is proprietary!

      Smart Documents is how data, streaming media, scripting-routing-workflow intelligence and metadata is added to any document object.

      Think of the ODF binding model using XForms, XML/RDF and RDFA metadata. One could even use Jabber XMP as a binding model, which is how we did the Comcast SOA based Sales and Inventory Management System prototype.

      Interestingly, Smart Documents is based on pre written widgets that can simply be dragged, dropped and bound to any document object. The Infopath applicaiton provides a highly visual means for end users to build intelligent self routing forms. But Visual Studio .NET, which was released with MSOffice 2007 in December of 2006. makes it very easy for application and line of business integration developers to implement very advanced data binding using the Smart Document widgets.

      I would also go as far to say that what separates MSOOXML from Ecma 376 is going to be primarily Smart Documents.

       Yes, there are .NET Framework Libraries and Vista Stack dependencies like XAML that will also provide a proprietary "Vista Stack" only barrier to interoperability, but Smart Documents is a killer.

      One company that will be particularly hurt by Smart Documents is Google. The reason is that the business value of Google Search is based on using advanced and closely held proprietary algorithms to provide metadata structure for unstrucutred documents.

      This was great for a world awash in unstructured documents. By moving the "XML" structuring of documents down to the author - workgroup - workflow application level though, the world will soon enough be awash in highly structured documents that have end user metadata defining document objects and
  • Microsoft seeks to create sales pull along the vertical stack between the desktop and server.
    • Gary Edwards
       
      The vertical stack is actually desktop - server - device - web based.  The idea of a portable XML document is that it must be able to transition across the converged application space of this sweeping stack model.

      Note that ODF is intentionally limited to the desktop by it's OASIS Charter statement.  One of the primary failings of ODF is that it is not able to be fully implemented in this converged space.  OOXML on the other hand was created exactly for this purpose!

      So ODF is limited to the desktop, and remains tightly bound to OpenOffice feature sets.  OOXML differs in that it is tightly bound to the Vista Stack.

      So where is an Open Stack model to turn to?

      Good question, and one that will come to haunt us for years to come.  Because ODF cannot move into the converged space of desktop to server to device to the web information systems connected through portable docuemnt/data transport, it is unfit as a candidate for Universal File Format.

      OOXML is unfi as a UFF becuase it is application - platform and vendor bound.

      For those of us who believe in an open and unencumbered universal file format, it's back to the drawing board.

      XHTML+ (XHTML + CSS3 + RDF) is looking very good.  The challenge is proving that we can build plugins for MSOffice and OpenOffice that can fully implement XHTML+.  Can we conver the billions of binary legacy documents and existing MSOffice bound business processes to XHTML+?

      I think so.  But we can't be sure until the da Vinci proves this conclusively.

      One thign to keep in mind though.  The internal plugins have already shown that it is possible to do multiple file formats.  OOXML, ODF, and XML encoded RTF all have been shown to work, and do so with a level of two way conversion fidelity demanded by existing business processes.

      So why not try it with XHTML+, or ODEF (the eXtended version of ODF en
  • Microsoft's major XML-based format development priority was backward compatibility with its proprietary Office binary file formats.
    • Gary Edwards
       
      This backwards compatibility with the existing binary file formats isn't the big deal Micrsoft makes it out to be.  ODF 1.0 includes a "Conformance Clause", (Section 1.5) that was designed and included in the specification exactly so that the billions of binary legacy documents could be converted into ODF XML.

      The problem with the ODF Conformance Clause is that the leading ODF application, OpenOffice,  does not fully support and implement the Conformance Clause. 

      The only foreign elements supported by OpenOffice are paragraphs and text spans.  Critically important structural document characteristics such as lists, fields, tables, sections and page breaks are not supported!

      This leads to a serious drop in conversion fidelity wherever MS binaries are converted to OpenOffice ODF.

      Note that OpenOffice ODF is very different from MSOffice ODF, as implemented by internal conversion plugins like da Vinci.  KOffice ODF and Googel Docs ODF are all different ODF implementations.  Because there are so many different ways to implement ODF, and still have "conforming" ODF documents, there is much truth to the statement that ODF has zero interoperabiltiy.

      It's also true that OOXML has optional implementation areas.  With ODF we call these "optional" implementation areas "interoperabiltiy break points" because this is exactly where the document exchange  presentation fidelity breaks down, leaving the dominant market ODF applicaiton as the only means of sustaining interoperabiltiy.

      With OOXML, the entire Vista Stack - Win32 dependency layer is "optional".  No doubt, all MSOffice - Exchange/SharePoint Hub applications will implement the full sweep of proprietary dependencies.    This includes the legacy Win32 API dependencies (like VML, EMF, EMF +), and the emerging Vista Stack dependencies that include Smart Documents, XAML, .NET 3.0 Libraries, and DrawingML.

      MSOffice 2007 i
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  • Microsoft's backwards compatibility priority means the company made XML-based format decisions that compromise the open objectives of XML. Open Office XML is neither open nor XML.
    • Gary Edwards
       
      True, but a tricky statement given that the proprietary OOXML implementation is "optional".  It is theoretically possible to implement Ecma 376 without the prorpietary dependencies of MSOffice - Exchange/SharePoint Hub - Vista Stack "OOXML".

      In fact, this was first demonstrated by the legendary document processing - plugin architecture expert, Florian Reuter.

      Florian has the unique distinction of being the primary architect for two major plugins: the da Vinci ODF plugin for MSOffice, and, the Novell OOXML Translator plugin for OpenOffice!

      It is the Novell OOXML Translator Plugin for OpenOffice that first demonstrated that Ecma 376 could be cleanly implemented without the MSOffice application-platform-vendor specific dependencies we find in every MSOffice OOXML document.

      So while Joe is technically correct here, that OOXML is neither open nor XML, there is a caveat.  For 95% of all desktops and near 100% of all desktops in a workgroup, Joe's statment holds true.  For all practical concerns, that's enough.  For Microsoft's vaunted marketing spin machine though, they will make it sound as though OOXML is actually open and application-platform-vendor independent.


  • Microsoft got there first to protect Office.
    • Gary Edwards
       
      No. I disagree. Microsoft needs to move to XML structured documents regardless of what others are doing. The binary document model is simply unable to be useful to any desktop- to server- to device- to the web- transport!

      Many wonder what Microsoft's SOA strategy is. Well, it's this: the Vista Stack based on OOXML-Smart Documents-.NET.

      The thing is, Microsoft could not afford to market a SOA solution until all the proprietary solutions of the Vista Stack were in place.

      The Vista Stack looks like this:

      ..... The core :: MSOffice <> OOXML <> IE <> The Exchange/SharePoint Hub

      ..... The services :: E/S HUb <> MS SQL Server <> MS Dynamics <> MS Live <> MS Active Directory Server <> MSOffice RC Front End

      The key to the stack is the OOXML-Smart Documents capture of EXISTING MSOffice bound business processes and documents.

      The trick for Microsoft is to migrate these existing business processes and documents to the E/S Hub where line of business developers can re engineer aging desktop LOB apps.

      The productivity gains that can be had through this migration to the E/S Hub are extraordinary.

      A little over a year ago an E/S Hub verticle market application called "Agent Achieve" came out for the real estate industry. AA competed against a legacy of twenty years of contact management based - MLS data connected desktop shrinkware applications. (MLS-Multiple Listing Service)

      These traditional desktop client/server productivity apps defined the real estate business process as far as it could be said to be "digital".  For the most part, the real estate transaction industry remains a paper driven process. The desktop stuff was only useful for managing clients and lead prospecting. No one could crack the electronic documents - electonic business transaction model.  This will no doubt change with the emer
  • Microsoft can offer businesses many of the informational sharing and mining benefits associated with the markup language while leveraging Office and supporting desktop and server products as the primary consumption conduit.
    • Gary Edwards
       
      Okay, now Joe has the Micrsoft SOA bull by the horns.  Why doesn't he wrestle the monster down?
  • By adapting XML
    • Gary Edwards
       
      The requirements of these E/S Hub systems are XP, XP MSOffice 2003 Professional, Exchange Server with OWL (Outlook on the Web) , SharePoint Server, Active Directory Server, and at least four MS SQL Servers!

      In Arpil of 2006, Microsoft issued a harsh and sudden End-of-Life for all Windows 2000 - MSOffice 2000 systems in the real estate industry (although many industries were similarly impacted). What happened is that on a Friday afternoon, just prior to a big open house weekend, Microsoft issued a security patch for all Exchange systems. Once the patch was installed, end users needed IE 7.0 to connect to the Exchange Server Systems.

      Since there is no IE 7.0 made for Windows 2000, those users relying on E/S Hub applications, which was the entire industry, suddenly found themselves disconnected and near out of business.

      Amazingly, not a single user complained! Rather than getting pissed at Microsoft for the sudden and very disruptive EOL, the real estate users simply ran out to buy new XP-MSOffice 2003 systems. It was all done under the rational that to be competitive, you have to keep up with technology systems.

      Amazing. But it also goes to show how powerfully productive the E/S Hub applications can be. This wouldn't have happened if the E/S Hub applications didn't have a very high productivity value.

      When we visited Massachusetts in June of 2006, to demonstrate and test the da Vinci ODF plugin for MSOffice, we found them purchasing en mass E/S Hubs! These are ODF killers! Yet Microsoft sales people had convinced Massachusetts ITD that Exchange/SahrePoint was a simple to use eMail-calendar-portal system. Not a threat to anyone!

      The truth is that in the E/S Hub ecosystem, OOXML is THE TRANSPORT. ODF is a poor, second class attachment of no use at the application - document processing chain level.

      Even if Massachusetts had mandated ODF, they were only one E/S Hub Court Doc
  • Microsoft will vie for the whole business software stack, a strategy that I believe will be indisputable by early 2009 at the latest.
    • Gary Edwards
       
      Finally, someone who understands the grand strategy of levergaing the desktop monopoly into the converged space of server, device and web information systems.

      What Joe isn't watching is the way the Exchange/SharePoint Server connects to MS SQL Server, Active Directory Server, MS LIve and MS Dynamics.

      Also, Joe does not see the connection between OOXML as the portable XML document/data transport, and the insidiously proprietary Smart Documents metadata - data binding system that totally separates MSOOXML from Ecma 376 OOXML!
  • I'm convinced that Office as a platform is an eventual dead end. But Microsoft is going to lead lots of customers and partners down that platform path.
    • Gary Edwards
       
      Yes, but the new platform for busines process development is that of MSOffice <> Exchange/SharePoint Hub.

      The OOXML-Smart Docs transport replaces the old binary document with OLE and VBA Scripts and Macros functionality.  Which, for the sake of brevity we can call the lead Win32 API dependencies.

      One substantial difference is that OOXML-Smart Docs is Vista Stack ready, while the Win32 API dependencies were desktop bound.

      Another way of looking at this is to see that the old MSOffice platform was great for desktop application integration.  As long as the complete Win32 API was available (Windows + MSOffice + VBA run times), this platform was great for workgroups.  The Line of Business integrated apps were among the most brittle of all client/server efforts, bu they were the best for that generation.

      The Internet offers everyone a new way of integrating data, content and streaming media.  Web applications are capable of loosly coupled serving and consuming of other application services.  Back end systems can serve up data in a number of ways: web services as SOAP, web services as AJAX/REST, or XML data streams as in HTTPXMLRequest or Jabber P2P model.

      On the web services consumption side, it looks like AJAX/REST will be the block buster choice, if the governance and security issues can be managed.

      Into this SOA mash Microsoft will push with a sweeping integrated stack model.  Since the Smart Docs part of the OOXML-Samrt Docs transport equation is totally proprietary, but used throughout the Vista Stack, it will provide Microsoft with an effective customer lockin - OSS lockout point.

Gary Edwards

Independent study advises IT planners to go OOXML | All about Microsoft | ZDNet.com - 0 views

  • “ODF represents laudable design and standards work. It’s a clean and useful design, but it’s appropriate mostly for relatively unusual scenarios in which full Microsoft Office file format fidelity isn’t a requirement. Overall, ODF addresses only a subset of what most organizations do with productivity applications today.” The report continues: “ODF is insufficient for complex real-world enterprise requirements, and it is indirectly controlled by Sun Microsystems, despite also being an ISO standard. It’s possible that IBM, Novell, and other vendors may be able to put ODF on a more customer-oriented trajectory in the future and more completely integrate it with the W3C content model, but for now ODF should be seen as more of an anti-Microsoft political statement than an objective technology selection.”
    • Gary Edwards
       
      Mary Jo takes on the recently released Burton Group Report comparing OOXML and ODF. Peter O'Kelly, one of the Burton Group authors, once famously said, "ODF is a great format if you live in an alternative universe where MSOffice doesn't exist!" This observation speaks to the core problem facing ODF and those who seek to implement the ODF standard: ODF was not designed for the conversion of MSOffice documents. Nor was ODF designed to work with MSOffice applications. Another way of saying this is to state that ODF was not designed to be interoperable with MSOffice documents, applications and bound processes. The truth is that ODF was designed for OpenOffice/StarOffice. It is an application specific format. Both OOXML and ODF do a good job of separating content from presentation (style). The problem is that the presentation - layout layers of both ODF and OOXML remains bound to specific applications producing it. While the content layers are entirely portable and can be exchanged without information loss, the presentation layers can not. Microsoft makes no bones about the application specific design and purpose of OOXML. It's stated right in the Ecma 376 charter that OOXML was designed to be compatible with MSOffice and the billions of binary documents in MSOffice specific binary formats. The situation however is much more confusing with ODF. ODF is often promoted as being application, platform and vendor independent. After five years of development though, the OASIS ODF TC has been unable to strip ODF of it's OpenOffice/StarOffice specific aspects. ODF 1.0 - ISO 26300 had three areas that were under specified; meaning these areas were described in syntax only, and lacked the full semantics demanded by interoperable implementations. Only OpenOffice and StarOffice code base applications are able to exchange documents with an acceptable fidelity. The three under specified areas of ODF are: Lists (numbered), F
Gary Edwards

Is It Game Over? - ODF Advocate Andy UpDegrove is Worried. Very Worried - 0 views

  • This seems to me to be a turning point for the creation of global standards.&nbsp;Microsoft was invited to be part of the original ODF Technical Committee in OASIS, and chose to stand aside.&nbsp;That committee tried to do its best to make the standard work well with Office, but was naturally limited in that endeavor by Microsoft's unwillingness to cooperate.&nbsp;This, of course, made it easier for Microsoft to later claim a need for OOXML to be adopted as a standard, in order to "better serve its customers."&nbsp;The refusal by an incumbent to participate in an open standards process is certainly its right, but it is hardly conduct that should be rewarded by a global standards body charged with watching out for the best interests of all.
  •  
    Andy UpDegrove takes on the issue of Microsoft submitting their proprietary "XML alternative to PDF" proposal to Ecma for consideration as an international standard.  MS XML-PDF will compliment ECMA 376 (OOXML - OfficeOpenXML) which is scheduled for ISO vote in September of 2007.  Just a bit over 60 days from today.

    Andy points out some interesting things; such as the "Charter" similarities between MS XML-PDF and MS OOXML submisssions to Ecma:

    MS XML-PDF Scope: The goal of the Technical Committee is to produce a formal standard for office productivity applications within the Ecma International standards process which is fully compatible with the Office Open XML Formats. The aim is to enable the implementation of the Office Open XML Formats by a wide set of tools and platforms in order to foster interoperability across office productivity applications and with line-of-business systems. The Technical Committee will also be responsible for the ongoing maintenance and evolution of the standard.   Programme of Work: Produce a formal standard for an XML-based electronic paper format and XML-based page description language which is consistent with existing implementations of the format called the XML Paper Specification,…[in each case, emphasis added]

    If that sounds familiar, it should, because it echoes the absolute directive of the original OOXML technical committee charter, wh
Gary Edwards

Linux Foundation Legal : Behind Putting the OpenDocument Foundation to Bed (without its... - 0 views

  • CDF is one of the very many useful projects that W3C has been laboring on, but not one that you would have been likely to have heard much about. Until recently, that is, when Gary Edwards, Sam Hiser and Marbux, the management (and perhaps sole remaining members) of the OpenDocument Foundation decided that CDF was the answer to all of the problems that ODF was designed to address. This announcement gave rise to a flurry of press attention that Sam Hiser has collected here. As others (such as Rob Weir) have already documented, these articles gave the OpenDocument Foundation’s position far more attention than it deserved. The most astonishing piece was written by ZDNet’s Mary Jo Foley. Early on in her article she stated that, “the ODF camp might unravel before Microsoft’s rival Office Open XML (OOXML) comes up for final international standardization vote early next year.” All because Gary, Sam and Marbux have decided that ODF does not meet their needs. Astonishing indeed, given that there is no available evidence to support such a prediction.
  •  
    Uh?  The ODF failure in Massachusetts doesn't count as evidence that ODF was not designed to be compatible with existing MS documents or interoperable with existing MSOffice applications?

    And it's not just the da Vinci plug-in that failed to implement ODF in Massachusetts!  Nine months later Sun delivered their ODF plug-in for MSOffice to Massachusetts.  The next day, Massachusetts threw in the towel, officially recognizing MS-OOXML (and the MS-OOXML Compatibility Pack plug-in) as a standard format for the future.

    Worse, the Massachusetts recognition of MS-OOXML came just weeks before the September 2nd ISO vote on MS-OOXML.  Why not wait a few more weeks?  After all, Massachusetts had conducted a year long pilot study to implement ODF using ODF desktop office sutie alternatives to MSOffice.  Not only did the rip out and replace approach fail, but they were also unable to integrate OpenOffice ODF desktops into existing MSOffice bound workgroups.

    The year long pilot study was followed by another year long effort trying to implement ODF using the plug-in approach.  That too failed with Sun's ODF plug-in the final candidate to prove the difficulty of implementing ODF in situations where MSOffice workgroups dominate.

    California and the EU-IDABC were closely watching the events in Massachusetts, as was most every CIO in government and private enterprise.  Reasoning that if Massachusetts was unable to implement ODF, California CIO's totally refused IBM and Sun's effort to get a pilot study underway.

    Across the pond, in the aftermath of Massachusetts CIO Louis Guiterrez resignation on October 4th, 2006, the EU-IDABC set about developing their own file format, ODEF.  The Open Document Exchange Format splashed into the public discussion on February 28th, 2007 at the "Open Document Exchange Workshop" held in Berlin, Germany.

    Meanwhile, the Sun ODF plug-in is fl
Gary Edwards

Microsoft Closer on &#0092;'Office Open&#0092;' Blessing - 0 views

  • Opponents to OOXML, which include IBM (Quote)&nbsp;and the Open Document Foundation, have argued that Microsoft's specifications are unwieldy and that the standard application is redundant with the Open Document Format (ODF), which already exists. Microsoft has countered that the OOXML format is valuable because it is closer to Office 2007 and is backwards-compatible with older versions of Office. "Although both ODF and Open XML are document formats, they are designed to address different needs in the marketplace," the company wrote in an open letter published earlier this month.
  •  
    Internet News is reporting that Ecma has submitted to the ISO/IEC JTC1 their repsonsess to the 20 "fast track" for Ecma 376 (OOXML) objections.  Nothing but blue skies and steady breeze at their back for our friends at Redmond, according to Ecma's rubber stamper in chief, Jan van den Beld.

    Once again there is that ever present drum beat from Microsoft that ODF can't handle MSOffice and legacy MSOffice features - including but not mentioned the conversion to XML of those infamous billions of binary documents:
    "Microsoft has countered that the OOXML format is valuable because it is closer to Office 2007 and is backwards-compatible with older versions of Office. "Although both ODF and Open XML are document formats, they are designed to address diffe
Gary Edwards

Microsoft playing three card monte with XML conversion, with Sun as the "outside man" w... - 0 views

  • In a highly informative post to his Open Stack blog Wednesday, Edwards explains how three key features are necessary for organizations to convert to open formats. These are: Conversion Fidelity - the billions of binaries problem Round Trip Fidelity - the MSOffice bound business processes, line of business integrated apps, and assistive technology type add-ons Application Interop - the cross platform, inter application, cross information domain problem
  •  
    Dana Blankenhorn posted this article back in March of 2007.  It was right at the time when the OASIS ODF TC and Metadata XML/RDF SC (Sub Committee) were going at it hammer and tong concerning three very important file format characteristics needed to fulfill a real world interoperability expectation:

    .... Compatibility - file format level interop -
    :::  backwards compatibility / compatibility with existing file formats, including the legacy of billions of binary Microsoft documents

    ....... Interoperability - application level interop-
    ::::::  application interoperability including interop with all Microsoft applications

Gary Edwards

ODF backer abandons file format in favor of W3C Universal File Format alternative - Com... - 0 views

  • The OpenDocument Foundation Inc. doesn't have any control over ODF. But its embrace of the W3C's Compound Document Formats (CDF) adds a new twist to the already acrimonious debate over the possible creation of a universal file format for desktop applications.
  •  
    Finally, people are coming to understand the concept of a universal file format
Gary Edwards

Barr: What's up at the OpenDocument Foundation? - Linux.com - 0 views

  • The OpenDocument Foundation, founded five years ago by Gary Edwards, Sam Hiser, and Paul "Buck" Martin (marbux) with the express purpose of representing the OpenDocument format in the "open standards process," has reversed course. It now supports the W3C's Compound Document Format instead of its namesake ODF. Yet why this change of course has occurred is something of a mystery.
  •  
    More bad information, accusations and smearing innuendo.  Wrong on the facts,  Emotionally spent on the conclussions.  But wow it's fun to see them with their panties in such a twist.

    The truth is that ODF is a far more "OPEN" standard than MS-OOXML could ever hope to be.  Sam's Open Standards arguments for the past five years remain as relevant today as when he first started makign them so many years ago.

    The thing is, the Open Standards requirements are quite different than the real world Implementation Requirements we tried to meet with ODF.

    The implementation requirements must deal with the reality of a world dominated by MSOffice.  The Open Standards arguments relate to a world as we wish it to be, but is not.

    It's been said by analyst advising real world CIO's that, "ODF is a fine open standards format for an alternative universe where MSOffice doesn't exist".

    If you live in that alternative universe, then ODF is the way to go.  Just download OpenOffice 2.3, and away you go.  Implementation is that easy.

    If however you live in this universe, and must deal with the impossibly difficult problem of converting existing MSOffice documents, applications and processes to ODF, then you're screwed. 

    All the grand Open Standards arguments Sam has made over the years will not change the facts of real world implmentation difficulities.

    The truth is that ODF was not designed to meet the real world implmentation requirements of compatibility with existing Microsoft documents (formats) and, interoperability with existing Microsoft Office applications.

    And then there are the problmes of ODF Interoperability with ODF applications.  At the base of this problem is the fact that compliance in ODF is optional.  ODF applications are allowed to routinely destroy metadata information needed (and placed into the markup) by other applications.<b
Gary Edwards

Developing a Universal Markup Solution For Web Content - 0 views

  •  
    KODAXIL To Replace XML?\n

    \nFile this one under the Universal Interoperability label. Very interesting. Especially since XML document formats have proven to fall short on the two primary expectations of users: interoperability and Web ready. Like HTML+ :) Maybe KODAXIL will work?\n

    \nThe recent Web 2.0 Conference was filled with new web services , portals and wiki efforts trying their best to mash data into document objects. iCloud, MindTouch, AppLogic, 3Tera, Caspio and Gazoodle all deserve attention. although each took a rather different approach towards solving the problem. MindTouch in particular was excellent.\n

    \n"A Montreal-based software and research development company has developed a markup solution and language-neutral asset-descriptor that when fully developed, could result in a universal computer language for representing information in databases, web and document contents and business objects."\n

    \n"While still at a seminal stage of development, the company Gnoesis, aims to address the problem of data fragmentation caused by semantic differences between developers and users from different linguistic backgrounds."\n

    \nGnoesis, the company that has developed the language called KODAXIL (Knowledge, Object, Data, Action, and eXtensible Interoperable Language), a data and information representation language, says the new language will replace the XML function of consolidating semantically identical data streams from different languages, by creating a common language to do this.\n

    \nThe extensible semantic markup associated with this language will be understood worldwide and is three times shorter than XML.
Gary Edwards

Choose Your Future :: You're in good hands with Microsoft - 0 views

  • With ISO/IEC having standardized Open Document Format (ODF) 1.0 and considering standardizing Ecma Office Open XML (Open XML), there is a lot of public discussion about document formats and whether the world should begin to focus on only one format or continue to see multiple formats developed and used over time. Microsoft believes that users should be able to choose among formats and pick the one that best meets their needs. We also believe in encouraging the continued evolution of computing and data formats. And we support the ratification of Open XML in ISO/IEC. There are several reasons for these views:
  •  
    This the infamous Microsoft letter that many have misconstrued as an announcement of support for OpenDocument.  Only in a Microsoft universe can the statement, "We're not going to attack ODF" be taken as Micrsoft support for ODF.
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