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Index
Foreword
Preface
Who Is This Book For?
What Is Not in This Book?
How Is This Book Organized?
A Note on Generalities
A Note on Nomenclature
A Note on Sidebars
A Note on Bias
Conventions Used in This Book
Safari® Books Online
How to Contact Us
Acknowledgments
I. The Basics
1. What Content Management Is (and Isn’t)
What Is Content?
Created by Humans via Editorial Process
Intended for Human Consumption via Publication to an Audience
A Definition of Content
What Is a Content Management System?
The Discipline Versus the Software
Types of Content Management Systems
What a CMS Does
Control Content
Allow Content Reuse
Allow Content Automation and Aggregation
Increase Editorial Efficiency
What a CMS Doesn’t Do
Create Content
Create Marketing Plans
Effectively Format Content
Provide Governance
2. Points of Comparison
Target Site Type
Systems Versus Implementations
Platform Versus Product
Open Source Versus Commercial
Technology Stack
Management Versus Delivery
Coupled Versus Decoupled
Installed Versus Software-as-a-Service (SaaS)
Code Versus Content
Code Versus Configuration
Uni- Versus Bidirectional Publishing
Practicality Versus Elegance, and the Problem of Technical Debt
3. Acquiring a CMS
Open Source CMSs
Business Models of Open Source Companies
Commercial CMSs
Licensing Models
Software Subscription
Software-as-a-Service
Build Your Own
Questions to Ask
4. The Content Management Team
Editors
Site Planners
Developers
Administrators
Stakeholders
II. The Components of Content Management Systems
5. CMS Feature Analysis
The Difficulties of Feature Analysis
“Fitness to Purpose”
“Do Everything” Syndrome
The Whole Is Greater than the Sum of Its Parts
Implementation Details Matter
An Overview of CMS Features
6. Content Modeling
Data Modeling 101
Data Modeling and Content Management
Separating Content and Presentation
The “Page-Based” CMS
Defining a Content Model
Content Types
Switching types
Attributes and Datatypes
Built-in Attributes
Attribute Validation
Using Attributes for Editorial Metadata
Content Type Inheritance
Partial type composition
Content Embedding
Rich text embedding
Blocks, widgets, and regions
Implications for page composition
Relationships
Content Composition
Content Model Manageability
A Summary of Content Modeling Features
7. Content Aggregation
The Shape of Content
Content Geography
Editorial Limitations on Geography
Secondary Geographies: Categories, Taxonomies, Tags, Lists, Collections, and Menus
The Tyranny of the Tree
Aggregation Models: Implicit and Explicit
Should Your Aggregation Be a Content Object?
The URL Addressability of Aggregations
Aggregation Functionality
Static Versus Dynamic
Search criteria in dynamic aggregations
Variable Versus Fixed
Manual Ordering Versus Derived Ordering
Type Limitations
Quantity Limitations
Permissions and Publication Status Filters
Flat Versus Hierarchical
Interstitial Aggregations
By Configuration or by Code
A Summary of Content Aggregation Features
8. Editorial Tools and Workflow
The Content Lifecycle
The Editing Interface
Content Findability and Traversal
Type Selection
Content Preview
The problem of personalization and preview
Editing Interface Elements
Validation
Rich text editing
Reference content selection
In-context help and documentation
Versioning, Version Control, and Version Labels
Version control
Dependency Management
Content Scheduling and Expiration
Changeset Publication
Content Expiration
Workflow and Approvals
Approvals
Workflow
Collaboration
Content File Management
Adding Content Files
Content Association
Image Processing
Permissions
Users
Objects
Actions
Permission conflict resolution
A Summary of Editorial Tools
Content Traversal and Navigation
Type Selection
Content Preview
The Editing Interface
Versioning, Version Control, Scheduling, and Expiration
Workflow and Approvals
Content File Management
Permissions
9. Output and Publication Management
The Difference Between Content and Presentation
Templating
Templating Philosophy
URL mapping and the operative content object
Templating Language Functionality
Simple token replacement
Limited control structures
Native programming language
The Surround
Context in the surround
Template Selection
Template Abstraction and Inclusion
Template Development and Management
Responsive Design and Output Agnosticism
Publishing Content
Coupled Versus Decoupled Content Management
Which is the default architecture?
The argument for decoupling
Decoupled Publishing Targets
Delivery environment synchronization
A Summary of Output Management and Publication Features
Architecture
Templating
Decoupled Publishing
10. Other Features
Multiple Language Handling
Nomenclature
Language Detection and Selection
Language Rules
Language Variants
Beyond Text
Editorial Workflow and Interface Support
External Translation Service Support
Personalization, Analytics, and Marketing Automation
Anonymous Personalization
Analytics Integration
Marketing Automation and CRM Integration
Form Building
Form Editing Interfaces
Form Data Handling
URL Management
Historical URLs, Vanity URLs, and Custom Redirects
Multisite Management
Reporting Tools and Dashboards
Content Search
User and Developer Ecosystem
11. APIs and Extensibility
The Code API
Event Models
Plug-in Architectures
Customizing the Editorial Interface
Customizing Rich Text Editors
Repository Abstraction
Pluggable Authentication
Web Services
Scheduled or On-Demand Jobs
III. Implementations
12. The CMS Implementation
Principle Construction Versus Everything Else
Types of Implementations
Preimplementation
Discovery and Preimplementation Artifacts
Developing the Technical Plan
Taking the organization and the team into account
The urge to generalize
The Implementation Process
Environment Setup
Installation, Configuration, and Content Reconciliation
Content Modeling, Aggregation Modeling, and Rough-in
Early Content Migration
Templating
Surround templating
Object templating
Non-Content Integration and Development
The practice of content integration
Production Environment Planning and Setup
Hosting models
Hosting environment design
Training and Support Planning
Final Content Migration, QA, and Launch
13. Content Migration
The Editorial Challenge
Automated or Manual?
The Migration Process
Extraction
Transformation
Reassembly
Import
Resolution
QA
Migration Script Development
Content Velocity and Migration Timing
A Final Word of Warning
14. Working with External Integrators
Engagement Models
CMS Vendor Professional Services
Sales and Scoping
Preimplementation Artifacts
Costs
Written Agreements
The Statement of Work
What is being done?
When is it being done?
How much will it cost?
Production
Team Proximity and Dedication
Development and Testing Infrastructure
Project Communication and Check-in
Work Acceptance and QA
Content Development
Training and Support
A Final Word
15. Where Content Management Is Going
Fewer Open Source CMSs Will Get Traction
Decoupling Will Make a Comeback
Focus on Marketing Tools and Integration Will Increase
Entry-Level SaaS Will Eat Away the Lower End of the Market
Multichannel Distribution Will Increase
Distributed Content Intake Will Start to Grow
Afterword
Next Steps
Index
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