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CFA institute and the NLM book DTD, Year 2

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so i'm cinemas and I'll be talking to you today actually about the 2nd
year of CFA institutes use of the and on book dt of a little bit of
background see the Institute is the largest global association of investment professionals we have over 110 thousand members in 139 countries and we offer as several Korean educational resources the largest of those is the Chartered Financial Analyst designation the CFA program but we also have this certificate investment performance measurement CAPM and our newest certificate is the clear toss investment certificates so in this clear 2012 we had over 200 thousand candidates register for 1 of the CFA program exams in 180 countries worldwide so the CV programming is quite large quite well known but as a publisher see the Institute is actually quite small and historically we've
used the Jets XML DTD to tagger serial publications and newsletters and a few samples here we have approximately 7 journals
um and they range from a field scholarly journals conference proceedings see Fig digest witches abstracts of other content from some online newsletters and then just recently and since we were
relatively he knew things were going along smoothly with the use of the Jets DTD with the journals and we received the opportunity to start work on the CFA program so that was what I talked about in my presentation last year and
since that time last year we've been using the book XML to tag and not just the CFA the program curriculum but also other study materials so we just recently finished up production on this year's CI PM and but were beginning production on the clear tossed investments get materials and we are also working on the production of the global investment performance standards Handbook which is 1 of our flagship publications as an organization in which has some kind of from the formatting requirements and a content since it is financial in nature tends to have some someone nightly tables of course figures sometimes narrowly equations not always that on and it gets this kind of thing that they get standards that sort of weird outlier in our continent
n this year sense worries we have the using the book DTD we also went back and kind of reviewed content that historically we had tagged using the Jets DTD but which really wasn't meant for jets said things like scholarly monographs from the Research Foundation of CFA Institute and have now been migrated over to the book TTT we have a series of online literature of use which are also tied to using in the book DTD and then other research and position papers um so
when processing to purchase on the panel he asked me to speak a little bit about why we chose then Alan book DTD in the 1st place and when we reverse evaluating how we wanted tagger book contents last year we looked at things like data and DocBook and and ultimately end up going with the NLM DTD and I don't mean this to sound flip in any way that really yeah the biggest reason that we chose to do it was that there wasn't any reason not to um there we go we didn't like some elements of both data and DocBook but some ultimately since we did have so much familiarity in house with using the NLM Journal dt so we thought that that just made and book dt that much a stronger candidates by yet let us kind of get up off the ground and running much more quickly than we would have been able to do otherwise I'm and plus were very interested in kind of remixing content and so the interchangeability between a journal and book sets we feel will allow us to kind of journal articles book chapters together and potentially remakes other products the so those in which we using book XML now we are someone in XML 1st Publisher and we use all of our editors and authors working word and we use textiles to converge proximal at the back and and then and we use type fine and designed to produce print PDFs for now the special print books that go out the door and it is his name we also
use a book XML to feed online and found have been starting recently to do people conversions I always point people back to Laura's presentation from several years ago so that was quite useful for us as well
and upcoming we have a few new products that we're kind of looking at producing using are book XML from 1 of those is refresher readings so people who have taken this program examined years ago and can't we reviewed the the curriculum as it exists now enough quite surprised at just how much the content has changed so we were starting to add in and the ability to track what has changed for a can opera a if a member census data the exam however many years ago as a refresher reading kind of product so whether that's something that strictly date based so I got my charter in 2005 what's new since then or whether it's a topic-based thing so you have these topics were not covered on the exam when I took it how can I find out more about them and get readings
are specifically targeted to them we also feel like the work that we're doing with her but XML now and sets us up well for the future to be able to provide study tools so some of the challenges that we've encountered using
the known book DT over the past 2 years and look like they have largely been addressed we and I mentioned last year my presentation that we may quite heavy use of the specific use attribute am but it was not available for list item and we needed it to the cell well known I hope that that will be In this that's DTDs factor and we also have have need to the table of contents tagging and can law again I don't know if you would tell me I'm a good citizen are bad citizen because I did post a message to you that e-mail listserv several months ago to ask if anyone else had been doing Table of Contents tagging and and then I did not respond to the person who wrote to me so I apologize for that um we are also interested in systems of doing index up the sets of file so that sounds very interesting onwards from about earlier um intuitively to about the specific use briefly we we use specific used to mark an optional versus required content and sometimes receive a program curriculum art another curriculum that curricula there might be reading the kind of reproduced whole but only a portion of them is actually tested on an exam so the content that is presented therefore context is considered optional and we use specific use currently to mark that optional content but we also use specific use to mark certain formatting requirements and so there can be a tension between sometimes having to choose whether something is optional and is to be formatted a specific wearing with X enough
books in general and you know I think it's it's wonderful in so many ways it certainly allows for automated single source publishing and that gives us greater distribution opportunities and it makes things happen much more quickly on the production side but found you know the downside of that is the truly automated production does require accepting some layout compromises and I don't think it's anything I mean speaking for are content it is nothing that has made it unreadable a look horrible you know I think hard our book specifically look very nice when they come out and however there are always some cases where you think will human would go in and treat that and make it look different and we have kind of organizationally said we're not going to do that we want to be a a truly automated shop and acid that may just be or implementation of books are a of x amount rather and with print books uh I was kind of thinking to myself about why it seems that so many more formatting requirements for books than there are for journals we we never had a sort of authors or editors coming out of the woodwork with journals before saying now you have to make things look this way they have to be different and it seems to me that perhaps the reason for that is that you know when author submits an article for publication
in a journal they understand that if the article is going to be brought into that journal style with books this someone of a different animal every author thinks that the book is special and the format it the way they did because that's the way they think it should look so differences from that are not always well tolerated but you know we have I tried to allow for that as much as we can without getting totally out of hand unreasonable the other this is a minor quirk but the issue that we've had is with table formatting dimension that we sometimes can have some large tables in our content and there definitely have been times when it would be easier to try and fit all of the columns in a table on a page if we could just go to the layout file and tweak the columns manually but since we have committed to making all changes in our XML source files and it's going back to the XML making adjustments in table formatting running any pdf and seeing what it looks like so that didn't work going back to the XML so that's the 1 case where I think we have some felt like things could potentially be more efficient
for online and books and this is not necessarily a fault of XML but of progress stylesheets can only render content across devices and browsers so predictably now so if you're very attached to a specific layout perhaps as this bond XML is not for you I also there too many proprietary e-book standards with too little documentation easily available I would say and it's it's definitely a challenging place to try and format to now but so we feel like
it's where we need to the the the benefits of using XML costs on single source publishing is much safer we have a content management system so we know that our 1 file of record resides there and now all changes are made there so there won't ever be any branched products where an update was made to the online file but neglected to make its way into print file or the book so updates give simultaneously everywhere and believe that a joke at CFA for a while now about you know we need a new version of something just push the button and everyone expects that in a production is because on magic um and where actually at the point now where it's pretty close to automatic and it's definitely easier for production but it's also easier for the content owners because when they report changes back to us that you they've marked up a pdf and they need all these changes to be made what doesn't have to be a martyr PDF meaning where they can go back to the word file make the changes and reflow PDF themselves and so that means less time for production but also more time that authors and editors can spend with their content as far as the lessons learned the 1st 1 and that I would say is is control your content as much as you were able to do and when we 1st started looking at the if program content we went through and did an analysis and realize that there were something like at least 7 or 8 different kinds of
text boxes that were being used ends having sort of had to decide are we really going to support 7 or 8 different kinds of text boxes when they're really just text boxes so I think what we near down to was actually 3 different kinds of text boxes and I don't think anyone has missed the others um the other thing that I would say is just that automation is not necessarily immediate it's much faster and then certainly hand producing a file or not using XML and on automation but it still will take you several hours to create a print pdf for a book as and believe it or not people are getting impatient with that so where's before it would take someone weeks to produce this now they think that the all if you know we have to have this done now and I think you should have started 2 hours ago but now you know all things considered this his her good problems to have thank you very much but the
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Metadaten

Formale Metadaten

Titel CFA institute and the NLM book DTD, Year 2
Serientitel JATS-Con 2012
Teil 08
Anzahl der Teile 16
Autor Maisannes, Cindy
Lizenz CC-Namensnennung 3.0 Unported:
Sie dürfen das Werk bzw. den Inhalt zu jedem legalen Zweck nutzen, verändern und in unveränderter oder veränderter Form vervielfältigen, verbreiten und öffentlich zugänglich machen, sofern Sie den Namen des Autors/Rechteinhabers in der von ihm festgelegten Weise nennen.
DOI 10.5446/30579
Herausgeber River Valley TV
Erscheinungsjahr 2016
Sprache Englisch
Produktionsjahr 2012
Produktionsort Washington, D.C.

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