Categories
Content Engineering

Landscape of Content Variation

Publishers understandably want to leverage what they’ve already produced when creating new content.  They need to decide how to best manage and deliver new content that’s related to — but different from — existing content. To create different versions of content, they have three options, which I will refer to as the template-based, compositional, and elastic approaches.

To understand how the three approaches differ, it is useful to consider a critical distinction: how content is expressed, as distinct from the details the content addresses.

When creating new content, publishers face a choice of what existing material to use again, and what to change.  Should they change the expression of existing content, or the details of that content?  The answer will depend on whether they are seeking to amplify an existing core message, or to extend the message to cover additional material.  That core message straddles between expression (how something is said) and details (specifics), which is one reason both these aspects, the style and the substance, get lumped together into a generic idea of “content”.  Telling an author to simply “change the content” does not indicate whether to change the connotation or denotation of the content.  They need more clarity on the goal of the change.

Content variation results from the interaction of the two dimensions:

  1. The content expression (the approach of written prose or other manifestations such as video)
  2. The details (facts and concrete information).

Both expression and details can vary.  Publishers can change both the expression and the details of content, or they can focus on just one of the dimensions.

The interplay of content expression and details can explain a broad range of content variation.  Content management professionals commonly explain content variation by referring to a more limited concept: content structure —  the inclusion and arrangement of chunk-size components or sections.  Content structure does influence content variation in many cases, but not in all cases. Expressive variation can result when content is made up of different structural components.  Variation in detail can take place within a common structural component.   But rearranging content structure is not the only, or even necessarily the preferred, way to manage content variation.  Much content lacks formal structure, even though the content follows distinguishable variations that are planned and managed.

The expression of content (for example, the wording used) can be either fixed (static, consistent or definitive) or fluid (changeable or adaptable).  A fixed expression is present when all content sounds alike, even if the particulars of the content are different.  As an example, a “form” email is a fixed expression, where the only variation is whether the email is addressed to Jack or to Jill.  When the expression of content is fluid,  in contrast, the same basic content can exist in many forms.  For example, an anecdote could be expressed as a written short story, as a dramatized video clip, or as a comic book.

Details in content can also be either fixed, or they can vary.  Some details are fixed, such as when all webpages include the same contact details.  Other content is entirely about the variation of the details.  For example, tables often look similar (their expression is fixed), though their details vary considerably.

Diagram showing how both expression and details in content can vary (revised).  NB: elastic content can also fluidly address a diverse range of details, but its unique power comes from its ability to express the same fixed details different ways.

Now let’s look at three approaches for varying content.  Only one relies on leveraging structures within content, while the other two exist without using structure.

Template-based content has a fixed expression.  Think of a form letter, where details are merged into a fixed body of text.  With template-based content, the details vary, and are frequently what’s most significant about the content.   Template-based content resembles a “mad libs” style of writing, where the basic sentence structure is already in place, and only certain blanks get filled in with information.  Much of the automated writing referred to as robo-journalism relies on templates.  The Associated Press will, for example, feed variables into a template to generate thousands of canned sports and financial earnings reports.  Needless to say, the rigid, fixed expression of template-based writing rates low on the creativity scale.  On the other hand, fixed expression is valuable when even subtle changes in wording might cause problems, such as in legal disclaimers.

Compositional content relies on structural components.  It is composed of different components that are fixed, relying on a process known as transclusion.  These components may include informational variables, but most often do not.  The expression of the content will vary according to which components are selected and included in the delivered content.  Compositional content allows some degree of customization, to reflect variations in interests and detail desired.  Content composed from different components can offer both expressive variation and consistency in content to some degree, though there is ultimately a intrinsic tradeoff in those goals.  Generally the biggest limitation of compositional content is that its range of variation is limited.  Compositional variation increases complexity, which tends to prioritize creating consistency in content instead of variation.  Compositional content can’t generate novel variation, since it must rely on existing structures to create new variants.

Elastic content is content that can be expressed in a multitude of ways.  With elastic content, the core informational details stay constant, but how these details are expressed will change. None of the content is fixed, except for the details.  In fact, so much variation in expression is possible that publishers may not notice how they can reuse existing informational details in new contexts.  Elastic content can even morph in form, by changing media.

Authors tend to repeat facts in content they create.  They may want to keep mentioning the performance characteristic of a product, or an award that it has won. Such proof points may appeal to the rational mind, but don’t by themselves stimulate  much interest.  To engage the reader’s imagination, the author creates various stories and narratives that can illustrate or reinforce facts they want to convey.  Each narrative is a different expression, but the core facts stay constant.  Authors rely on this tactic frequently, but sometimes unconsciously.  They don’t track how many separate narratives draw on the same facts. They can’t tell if a story failed to engage audiences because its expression was dull, or because the factual premise accompanying the narrative had become tired, and needs changing.  When authors track these informational details with metadata, they can monitor which stories mention which facts, and are in a better position to understand the relationships between content details and expression.

Machines can generate elastic content as well.   When information details are defined by metadata, machines can use the metadata to express the details in various ways.  Consider content indicating the location of a store or an event.  The same information, captured as a geo-coordinate value in metadata, can be expressed multiple ways.  It can be expressed as a text address, or as a map.  The information can also be augmented, by showing a photo of the location, or with a list of related venues that are close by.  The metadata allows the content to become versatile.

As real time information becomes more important in the workplace, individuals are discovering they want that information in different ways.  Some people want spreadsheet-like tools they can use to process and refine the raw alphanumeric values.  Others want data summarized in graphic dashboards.  And a growing number want the numbers and facts translated into narrative reports that highlight, in sentences, what is significant about the information.  Companies are now offering software that assesses information, contextualizes it, and writes narratives discussing the information.  In contrast to the fill-in-the-blank feeding of values in a template, this content is not fixed.  The content relies on metadata (rather than a blind feed as used in templates); the description changes according to the information involved.  The details of the information influence how the software creates the narrative.   By capturing key information as metadata, publishers have the ability to amplify how they express that information in content.  Readers can get a choice of what medium to access the information.

The next frontier in elastic content will be conversational interfaces, where natural language generation software will use informational details described with metadata, to generate a range of expressive statements on topics.  The success of conversational interfaces will depend on the ability of machines to break free from robotic, canned, template-based speech, and toward more spontaneous and natural sounding language that adapts to the context.

Weighing Options

How can publishers leverage existing content, so they don’t have to start from scratch?  They need to understand what dimensions of their content that might change.  They also need to be realistic about what future needs can be anticipated and planned for.  Sometimes publishers over-estimate how much of their content will stay consistent, because they don’t anticipate the circumstantial need for variation.

Information details that don’t change often, or may be needed in the future, should be characterized with metadata.  In contrast, frequently changing and ephemeral details could be handled by a feed.

Standardized communications lend themselves to templates, while communications that require customization lend themselves to compositional approaches using different structural components.  Any approach that relies on a fixed expression of content can be rendered ineffective when the essence of the communication needs to change.

The most flexible and responsive content, with the greatest creative possibilities, is elastic content that draws on a well- described body of facts.  Publishers will want to consider how they can reuse information and facts to compose new content that will engage audiences.

— Michael Andrews

Categories
Agility

Adaptive Content: Three Approaches

Adaptive content may be the most exciting, and most fuzzy, concept in content strategy at the moment.  Shapeshifting seems to define the concept: it promises great things — to make content adapt to user needs — but it can be vague on how that’s done. Adaptive content seems elusive because it isn’t a single coherent concept. Three different approaches can be involved with content adaptation, each with distinctive benefits and limitations.

The Phantom of Adaptive Content

The term adaptive content is open to various interpretations. Numerous content professionals are attracted to the possibility of creating content variations that match the needs of individuals, but have different expectations about how that happens and what specifically is accomplished. The topic has been muddled and watered-down by a familiar marketing ploy that emphasizes benefits instead of talking about features. Without knowing the features of the product, we are unclear what precisely the product can do.

People may talk about adaptive content in different ways: for example, as having something to do with mobile devices, or as some form of artificial intelligence. I prefer to consider adaptive content as a spectrum that involves different approaches, each of which delivers different kinds of results.  Broadly speaking, there are three approaches to adaptive content, which vary in terms of how specific and how immediately they can deliver adaptation.

Commentators may emphasize adaptive content as being:

  • Contextualized (where someone is),
  • Personalized (who someone is),
  • Device-specific (what device they are using).

All these factors are important to delivering customized content experiences tailored to the needs of an individual that reflect their circumstances.  Each, however, tends to emphasize a different point in the content delivery pipeline.

Delivery Pipelines

There are three distinct windows where content variants are configured or assembled:

  1. During the production of the content
  2. At the launch of a session delivering the content
  3. After the delivery of the content

Each window provides a different range of adaptation to user needs.   Identifying which window is delivering the adaptation also answers a key question: Who is in charge of the adaption?  Is it the creator of the content, the definer of business rules, or the user themself?  In the first case the content adapts according to a plan.  In the second case the content adapts according to a mix of priorities, determined algorithmically.  In the final case, the content adapts to the user’s changing priorities.

Content variations can occur at different stages
Content variations can occur at different stages

Content Variation Possibilities

Content designers must make decisions what content to include or exclude in different content variations.  Those decisions depend on how confident they are about what variations are needed:

  • Variants planned around known needs, such as different target segments
  • Variants triggered by anticipated needs reflecting situational factors
  • Variants generated by user actions such as queries that can’t be determined in advance

On one end of the spectrum, users expect customized content that reflects who they are based on long-established preferences, such as being a certain type of customer or the owner of an appliance. On the other end of the spectrum, users want content that immediately adapts to their shifting preferences as they interact with the content.

Situational factors may invoke contextual variation according to date or time of day, location, or proximity to a radio transmitter device. Location-based content services are the most common form of contextualized content.  Content variations can be linked to a session, where at the initiation of the session, specific content adapts to who is accessing it, and where they are — physically, or in terms of a time or stage.

Variations differ according to whether they focus on the structure of the content (such as including or excluding sections), or on the details (such as variables that can be modified readily).

Different point of content adaptation
Different forms of variation in content adaptation

Customization, Granularity and Agility

While many discussions of adaptive content consciously avoid talking about how content is adapted, it’s hard to hide from the topic altogether. There is plenty of discussion about approaches to create content variations, however.  On one side are XML-based approaches like DITA that focus on configuring sections of content, while on the other side are JSON-based approaches involving JavaScript that focus on manipulating individual variables in real-time.

Contrary to the wishes of those who want only to talk about the high concepts, the enabling technologies are not mere implementation details. They are fundamental to what can be achieved.

Adaptive content is realized through intelligence. The intelligence that enables content to adapt is distributed in several places:

  • The content structure (indicating how content is expected to be used),
  • Customer profile (the relationship history, providing known needs or preferences)
  • Situational information from current or past sessions (the reliability of which involves varying degrees of confidence).

What approach is used impacts how the content delivery system defines a “chunk” of content — the colloquial name for a content component or variable. This has significant implications for the detail that is presented, and the agility with which content can match specific needs.

Different approaches to delivering content variations are solving different problems.

The two main issues at play in adaptive content are:

  1. How significant is the content variation that is expected?
  2. How much lead time is needed to deliver that variation?

The more significant the variant in content that is required, the longer the lead time needed to provide it.  If we consider adaptive content in terms of scope and speed, this implies narrow adaptation offers fast adaptation, and that broad adaptation entails slow adaptation.  While it makes sense intuitively that global changes aren’t possible instantly, it’s worth understanding why that is in the context of today’s approaches to content variation.

First, consider the case of structural variation in content. Structure involves large chunks of content.  Adaptive content can change the structure of the content, making choices about what chunks of content to display.  This type of adaptation involves the configuration of content.  Let’s refer to large chunks of content as sections.  Configuration involves selecting sections to include in different scenarios, and which variant of a section to use.  Sections may have dependencies: if including  one section, related detailed sections will be included as well.  Sectional content can entail a lot of nesting.

Structural variation is often used to provide customized content to known segments.  XML is often used to describe the structure of content involving complex variations.  XML is quite capable when describing content sections, but it is hard to manipulate, due to the deeply nested structure involved.  XSLT is used to transform the structure into variations, but it is slow as molasses.  Many developers are impatient with XSLT, and few users would tolerate the latency involved with getting an adaptation on demand.  Structural adaptation tends to be used for planned variations that have a long lead time.

Next, consider the assembly of content when it is requested by the user — on the loading of a web page. This stage offers a different range of adaptive possibilities linked to the context associated with the session.    Session-based content adaptation can be based on IP, browser or cookie information.  Some of the variation may be global (language or region displayed) while other variations involve swapping out the content for a section (returning visitors see this message).    Some pseudo personalization is possible within content sections by providing targeted messages within larger chunks of static content.

Finally, adaptive content can happen in real-time.  The lead time has shrunk to zero, and the range of adaptation is more limited as well.  The motivation is to have content continuously refresh to reflect the desires of users.  Adaptation is fast, but narrow. Instead of changing the structure of content, real-time adaptation changes variables while keeping the structure fixed.

It is easier to swap out small chunks of text such as variables or finely structured data in real-time than it is to do quick iterative adaptations of large chunks such as sections.  JSON and Javascript are designed to manipulate discrete, easily identified objects quickly.  Large chunks of content may not parse easily in JavaScript, and can seem to jump around on the screen. Single page applications can avoid page refreshes because the content structure is stable: only the details change. They deliver a changing “payload” to a defined content region.  Data tables change easily in real time.  Single page applications can swap out elements that can be easily and quickly identified — without extensive computation.

Conclusion

Content adaptation can be a three stage process, involving different sets of technologies, and different levels of content.

The longer the lead time, the more elaborate the customization possible. When discussing adaptive content, it’s important to distinguish adaptation in terms of scope, and immediacy.

A longer-term challenge will be how to integrate different approaches to provide the customization and flexibility users seek in content.

— Michael Andrews