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   MarkLogic Server and the Mobile Opportunity
          Developing a New Generation of Personalized, Task-Aware
          Applications for Mobile Devices

          O’Reilly Tools of Change for Publishing
          Fernando Mesa, Principal Technologist Mark Logic Corporation

          2/24 Revision 1.0.0



Copyright © 2010 Mark Logic Corporation. All rights reserved.                     Slide 1 1
                                                                                   Slide
Context


                                                                 Time

                                            Activity                    Identity




            Location




 Copyright © 2010 Mark Logic Corporation. All rights reserved.                     Slide 2
Not Just Location..




      Context is more than simply a state,
but part of a process in which users are involved



  Copyright © 2010 Mark Logic Corporation. All rights reserved.   Slide 3
Context-aware mobile apps need to adapt



                                                                   Information




                                                                 User Experience



                                                                   Behavior




 Copyright © 2010 Mark Logic Corporation. All rights reserved.                     Slide 4
The mobile promise




Deliver the right information to the right people in the right context to solve the
                                    right problem.
   Copyright © 2010 Mark Logic Corporation. All rights reserved.              Slide 5
But there are challenges...

                                                     Too many options! Lots of
                                                     formats and devices

                                                     Expensive to support every
                                                     combination of format, device
                                                     and platform

                                                     Siloed content apps

                                                     No way to access contextual
                                                     information

                                                     Unpredictable user’s behavior

     “As the number of formats, devices, technology, users and behaviors increase
exponentially, the need to implement a mobile strategy that is cost effective and reusable
   Copyright © 2010 Mark Logic Corporation. All rights reserved. becomes essential.” Slide 6
Factors driving mobile complexity


                                       Formats                                         Devices



                                                                HTML


                  Fixed Layout                           Reflowable    eReaders            Mobile Devices
                                                                       Kindle, Nook,         iPhone, iPad,
                      PDF , Flash                         XML based      Sony, etc             Netbooks


                                  Technology                                           Context

          Operating Systems                             Frameworks       Location                Identity




                    Platforms                                   SDKs
                                                                           Activity               Time

Copyright © 2010 Mark Logic Corporation. All rights reserved.                                                Slide 7
Suggestions for creating context-aware apps..


 Adoption of Flexible formats = XML
    Automatically extract and reassemble content in different formats

 Create small chucks of information to make it possible to assemble content
 on demand
    Will make reuse of content fragments across devices, personas and
    technologies easier

 Adapt and respond to User’s context and behavior
    Allow the user to choose (Zinio App)
    Provide multiple selection options (facets) to enable multiple paths
    through the content
    Serve content dynamically to users based upon their device and
    context

 Copyright © 2010 Mark Logic Corporation. All rights reserved.             Slide 8
But most importantly..

  Develop a mobile strategy that moves away from point solutions
 into a comprehensive infrastructure that can adapt to change and
       leverages information and capabilities across devices




Copyright © 2010 Mark Logic Corporation. All rights reserved.       Slide 9
The evolution of context-aware mobile apps


            Deliver it                  Discover it              Automate it   Repurpose it        Contextualize it




                                                                               Information
                                        Metadata &                                Reuse                Location
                                                                 Alerting,
                                         Full-Text                                Across                Activity
                                                                 Pipelines
                                          Search,                              Apps using               Identity
           Siloed Apps                   Faceted                                   small                  Time
             & Static                  Navigation &                              content
             Delivery                    Analytics                               chucks


                            Application                                                       Infrastructure

 Copyright © 2010 Mark Logic Corporation. All rights reserved.                                                        Slide 10
Personalized, Context -Aware Mobile Apps
built with MarkLogic Server


                                                                  Adapt to different user interfaces
                                                                  (App Server)

                                                                  Reduce irrelevant information
                                                                  (Search)

                                                                  Increase the precision of
                                                                  information retrieval (XQuery)

                                                                  Discover Information and
                                                                  insights not known before
                                                                  (Analytics)

                                                                  Engage a dialog with the user
                                                                  (Facets)
  Copyright © 2010 Mark Logic Corporation. All rights reserved.                                Slide 11
Infrastructure for Context-Aware mobile Apps

         Formats                                       Technology                       Devices     Context



                                                Information Infrastructure

                                                                                         Search &
                         Transform                                 MarkLogic Server      Discover

                                                                              Formats
                                                                                          Deliver
                            Enrich                                       In

                                                                                           Alert
                         Assemble

                                                                                          Locate




   Copyright © 2010 Mark Logic Corporation. All rights reserved.                                          Slide 12
MarkLogic Information Infrastructure


                                                                   Infrastructure = many applications

                                                                   Search                Content
Applications                           Custom                                Mobile
                                                                   Based                processing        …
                                      Publishing                             Delivery
                                                                    Apps




                                                                        Application Services



Infrastructure                      Development                                                         Connectors
                                        and                                                                and
                                     Operations                                                          Toolkits




                                                                        Information = all types

   Copyright © 2010 Mark Logic Corporation. All rights reserved.                                                     Slide 13
Demos




Copyright © 2010 Mark Logic Corporation. All rights reserved.   Slide 14
About Mark Logic

   The leading provider of infrastructure software for information
                            applications


      One of the fastest-growing companies in Silicon Valley
      Headquartered in San Carlos, California
      Strong media and government focus
      Approximately 100 media industry customers
      Lead investor: Sequoia Capital
      Management from Business Objects, Oracle, Verity, Sun, and others




Copyright © 2010 Mark Logic Corporation. All rights reserved.         Slide 15
Who Uses Mark Logic?

          Magazine Publishing                                       Education                        Healthcare




             Software / Services                                Legal Tax Financial                    Enterprise




                                Aggregation                                           Scientific Technical Medical




Copyright © 2010 Mark Logic Corporation. All rights reserved.                                                        Slide 16
Mark Logic 2010 User Conference

      May 4-6, 2010
         Intercontinental Hotel
         San Francisco

      Keynote from Chris Anderson
          Editor of Wired Magazine
          Author of The Long Tail and Free

      Expect more than 600 registrants
          Technology and applications tracks
          Registration
              Regular rate $995 by 4/15/09
              Early bird $695 by 2/28/09



Copyright © 2010 Mark Logic Corporation. All rights reserved.   Slide 17
Thank You




                                                                fernando@marklogic.com
                                                                917.681.4327
                                                                www.marklogic.com

Copyright © 2010 Mark Logic Corporation. All rights reserved.                            Slide 18

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Building Task-Aware Mobile Applications

  • 1. Unlock Content™ MarkLogic Server and the Mobile Opportunity Developing a New Generation of Personalized, Task-Aware Applications for Mobile Devices O’Reilly Tools of Change for Publishing Fernando Mesa, Principal Technologist Mark Logic Corporation 2/24 Revision 1.0.0 Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 1 1 Slide
  • 2. Context Time Activity Identity Location Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 2
  • 3. Not Just Location.. Context is more than simply a state, but part of a process in which users are involved Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 3
  • 4. Context-aware mobile apps need to adapt Information User Experience Behavior Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 4
  • 5. The mobile promise Deliver the right information to the right people in the right context to solve the right problem. Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 5
  • 6. But there are challenges... Too many options! Lots of formats and devices Expensive to support every combination of format, device and platform Siloed content apps No way to access contextual information Unpredictable user’s behavior “As the number of formats, devices, technology, users and behaviors increase exponentially, the need to implement a mobile strategy that is cost effective and reusable Copyright © 2010 Mark Logic Corporation. All rights reserved. becomes essential.” Slide 6
  • 7. Factors driving mobile complexity Formats Devices HTML Fixed Layout Reflowable eReaders Mobile Devices Kindle, Nook, iPhone, iPad, PDF , Flash XML based Sony, etc Netbooks Technology Context Operating Systems Frameworks Location Identity Platforms SDKs Activity Time Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 7
  • 8. Suggestions for creating context-aware apps.. Adoption of Flexible formats = XML Automatically extract and reassemble content in different formats Create small chucks of information to make it possible to assemble content on demand Will make reuse of content fragments across devices, personas and technologies easier Adapt and respond to User’s context and behavior Allow the user to choose (Zinio App) Provide multiple selection options (facets) to enable multiple paths through the content Serve content dynamically to users based upon their device and context Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 8
  • 9. But most importantly.. Develop a mobile strategy that moves away from point solutions into a comprehensive infrastructure that can adapt to change and leverages information and capabilities across devices Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 9
  • 10. The evolution of context-aware mobile apps Deliver it Discover it Automate it Repurpose it Contextualize it Information Metadata & Reuse Location Alerting, Full-Text Across Activity Pipelines Search, Apps using Identity Siloed Apps Faceted small Time & Static Navigation & content Delivery Analytics chucks Application Infrastructure Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 10
  • 11. Personalized, Context -Aware Mobile Apps built with MarkLogic Server Adapt to different user interfaces (App Server) Reduce irrelevant information (Search) Increase the precision of information retrieval (XQuery) Discover Information and insights not known before (Analytics) Engage a dialog with the user (Facets) Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 11
  • 12. Infrastructure for Context-Aware mobile Apps Formats Technology Devices Context Information Infrastructure Search & Transform MarkLogic Server Discover Formats Deliver Enrich In Alert Assemble Locate Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 12
  • 13. MarkLogic Information Infrastructure Infrastructure = many applications Search Content Applications Custom Mobile Based processing … Publishing Delivery Apps Application Services Infrastructure Development Connectors and and Operations Toolkits Information = all types Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 13
  • 14. Demos Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 14
  • 15. About Mark Logic The leading provider of infrastructure software for information applications One of the fastest-growing companies in Silicon Valley Headquartered in San Carlos, California Strong media and government focus Approximately 100 media industry customers Lead investor: Sequoia Capital Management from Business Objects, Oracle, Verity, Sun, and others Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 15
  • 16. Who Uses Mark Logic? Magazine Publishing Education Healthcare Software / Services Legal Tax Financial Enterprise Aggregation Scientific Technical Medical Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 16
  • 17. Mark Logic 2010 User Conference May 4-6, 2010 Intercontinental Hotel San Francisco Keynote from Chris Anderson Editor of Wired Magazine Author of The Long Tail and Free Expect more than 600 registrants Technology and applications tracks Registration Regular rate $995 by 4/15/09 Early bird $695 by 2/28/09 Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 17
  • 18. Thank You fernando@marklogic.com 917.681.4327 www.marklogic.com Copyright © 2010 Mark Logic Corporation. All rights reserved. Slide 18

Editor's Notes

  1. Cover flow is not that useful when you have 1.000 pieces of information, is it? You need Discovery facilities: Search, smart browse using facets, Geospatial location, etc As devices grow in computing power and usability, we’ll be able to perform sophisticaded information discovery which is difficult with the current mobile apps.
  2. Context-aware Mobile Apps adapt the Information, User experience and application behavior to match a specific user request or preferences.
  3. Changing from: Deliver the right information to the right people at the right time in the right format.consumers expect fast, useful access to relevant, targeted content regardless of the device used to display it It’s easier than ever to reach a new audience, but harder than ever to really connect to it Most organizations have yet to respond to these changes in any strategic, systematic way  “eBook publishing isn’t really about books. It’s about delivering business critical content to users when and where they need it, in a convenient, flexible, accessible, value-added format.”-Scott Abel 
  4. USBS slide, ipad = fun, stressful, indiferent
  5. Think Small!Creating the products users want will require publishers to think small -- little chunks of content for a variety of uses. As noted in Insights (JISC Report Gives Insight Into E-book Usage April 6, 2009), previously-released results of the JISC study found that the e-text books were read online in short bursts and not downloaded. Sitting, reading and highlighting may be what reference and text books were designed for, but e-texts are about grab-and-go. If it's electronic, the content itself should be available for manipulation and re-use. Capabilities like self-testing; Knovel-like manipulation of tables and graphs; easy citation; and a quick way to send snippets to a hard-drive (or iPod) for offline use; or to send to study partners or professors with questions, will all be expected by those young people who don't "read." Another of the obvious use cases for text and reference books is that of teaching faculty. Professors want to grab tables, figures, charts and paragraphs for Power Point presentations; mash-up content from various sources for customized syllabi; share lesson plans and trade information about what works and what they like or don't like. A different use case would be engineers who need to have certain tables and specifications at hand on a mobile device when in the field and out of wireless range. Whether you look at it from the professional, student, or teacher point-of-view, crucial capabilities for creating the product of the future reside in the way the content is formatted and stored - in identifiable micro-chunks, in many cases smaller than sections and chapters. So if your ambitions for the future of e-books are big - start thinking small. Think Small!Creating the products users want will require publishers to think small -- little chunks of content for a variety of uses. As noted in Insights (JISC Report Gives Insight Into E-book Usage April 6, 2009), previously-released results of the JISC study found that the e-text books were read online in short bursts and not downloaded. Sitting, reading and highlighting may be what reference and text books were designed for, but e-texts are about grab-and-go. If it's electronic, the content itself should be available for manipulation and re-use. Capabilities like self-testing; Knovel-like manipulation of tables and graphs; easy citation; and a quick way to send snippets to a hard-drive (or iPod) for offline use; or to send to study partners or professors with questions, will all be expected by those young people who don't "read." Another of the obvious use cases for text and reference books is that of teaching faculty. Professors want to grab tables, figures, charts and paragraphs for Power Point presentations; mash-up content from various sources for customized syllabi; share lesson plans and trade information about what works and what they like or don't like. A different use case would be engineers who need to have certain tables and specifications at hand on a mobile device when in the field and out of wireless range. Whether you look at it from the professional, student, or teacher point-of-view, crucial capabilities for creating the product of the future reside in the way the content is formatted and stored - in identifiable micro-chunks, in many cases smaller than sections and chapters. So if your ambitions for the future of e-books are big - start thinking small.
  6. Infrastructure enables a broad range of potential and often unanticipated applicationsThink Small!Creating the products users want will require publishers to think small -- little chunks of content for a variety of uses. As noted in Insights (JISC Report Gives Insight Into E-book Usage April 6, 2009), previously-released results of the JISC study found that the e-text books were read online in short bursts and not downloaded. Sitting, reading and highlighting may be what reference and text books were designed for, but e-texts are about grab-and-go. If it's electronic, the content itself should be available for manipulation and re-use. Capabilities like self-testing; Knovel-like manipulation of tables and graphs; easy citation; and a quick way to send snippets to a hard-drive (or iPod) for offline use; or to send to study partners or professors with questions, will all be expected by those young people who don't "read." Another of the obvious use cases for text and reference books is that of teaching faculty. Professors want to grab tables, figures, charts and paragraphs for Power Point presentations; mash-up content from various sources for customized syllabi; share lesson plans and trade information about what works and what they like or don't like. A different use case would be engineers who need to have certain tables and specifications at hand on a mobile device when in the field and out of wireless range. Whether you look at it from the professional, student, or teacher point-of-view, crucial capabilities for creating the product of the future reside in the way the content is formatted and stored - in identifiable micro-chunks, in many cases smaller than sections and chapters. So if your ambitions for the future of e-books are big - start thinking small.
  7. Discovery facilities: Search, smart browse using facets, Geospatial locationCover flow is not that useful when you have 1.000 pieces of information, is it? You need Discovery facilities: Search, smart browse using facets, Geospatial location, etc As devices grow in computing power and usability, we’ll be able to perform sophisticated information discovery which is difficult with the current mobile apps.
  8. AlertingNewalerting capabilities for content application allow users to have the content they are interested in delivered to them.Add alerting to an existing content applications Build new alerting applications Monitor “millions” of rules and compare that to a large number of documents during ingestion. (worth mentioning the scalability) create alerts and be notified as soon as new relevant content is loaded vs. continuously or repeatedly looking for new contentCombine document portion, geospatial, and entity co-occurrence in one alert across structured, semi-structured and unstructured dataEasily monitor information critical to mission goals because new data is instantly routed to the appropriate person based on relevance