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Why Standards Compliance is a Tricky Notion

I just published a book about metadata, called Metadata Basics for Web Content.  The book refers to many standards, and provides samples of code illustrating metadata (or structured data, if you prefer) using these standards.  To locate good code examples, I relied on international organizations such as the W3C, industry working groups such as schema.org, and prominent companies such as Google.

All these sources are important ones for publishers to consult.  But if you pay very close attention, you may notice that the various sources aren’t always completely aligned with one another. This is a bit disconcerting. Publishers, after all, are expected to comply with standards. Various standards reference and build on each other. But certain details are different as you move between different actors in the standards arena. How can that be, that standards aren’t completely aligned?  To answer that question one must consider the governance, mission, and adoption goals of various parties involved with standards.

Publishers should recognize that no one party is in charge of metadata standards. Many parties are involved.  Decisions and practices evolve organically through a combination of planning and adaptation.  Different parties offer different choices.

The W3C is the largest standards body addressing web content.  It has a fairly open structure.  If there is sufficient interest in a topic, where enough people volunteer to work on standards issue, then a group can be started, which can begin a process of drafting notes, recommendations, and eventually standards.  The W3C doesn’t always initiate standards.  Sometimes they embrace standards that have been developed by other groups.  And sometimes the W3C has different groups addressing broadly similar issues, but in different ways.  While W3C recommendations and standards carry tremendous weight, they do not always represent a single consensus about priorities.  Generally, they skew toward accommodating a diverse range of needs, rather than enforcing a narrow set of practices.  As a nonprofit body, the W3C isn’t marketing anything, or promoting adoption of one standard over another.

Many industry groups develop standards as well.  An important one in the area of web content metadata is called schema.org.  This group started out as a partnership between search engine companies, namely Google, Bing, Yahoo and Yandex.  These companies developed a core set of standards for describing common web content with metadata.  Now that the core standard has been developed, schema.org has subsequently transformed to become a W3C community group.  Google remains the single most important driver of schema.org’s development.  But as a community, the standard has accepted contributions from many parties, and the scope of the standard is expanding.

In addition to international bodies and industry groups, certain companies, on account of their size and influence, influence standards practices through the implementation choices they make.  They may set trends of what are deemed “best practices” or they may recommend to others how to do things.  Google again is a leading example of a single firm having a big influence on standards.  As a private company, it recommends guidelines to its customers, the publishers who want their content to display in Google’s search results.  These guidelines seem like standards, though they are specific to one company.

Let’s consider how different levels of standards interact with each other.

Metadata needs to be encoded using a syntax. One widely used syntax is called RDFa, which is a W3C standard.

Metadata also needs schema to indicate entities and properties within the content.  Schema.org metadata can be encoded using RDFa syntax.  So we have one standard relying on another.  But schema.org only uses part of the RDFa specification.  There are some features in RDFa that aren’t needed when implementing schema.org.  Other metadata schemas also use the RDFa syntax, and some of these take advantage of the additional features.  The group designing schema.org decided to pare down what was needed to implement schema.org in RDFa.  They chose to keep things as simple as they could to help promote adoption of their schema.

As mentioned earlier, Google is a key player as both a developer of schema.org, and as a consumer of schema.org metadata.  Google evangelizes the use of schema.org metadata, and they offer guidelines and tools to help webmasters learn what they need to do.  Publishers often take this advice as gospel.  They presume they need to comply with Google’s standards, at least as they understand them.   What they may not realize is that Google’s tools and guidelines are often advice rather than rigid rules.  When developing its advice and tools, Google has chosen to focus on high priority content that many organizations produce, and provide guidelines to help webmasters ensure that they don’t make mistakes when creating metadata for such content.  Google’s guidelines only cover a subset of the range of content addressed by schema.org.  In effect, Google has chosen to simplify schema.org further to encourage wider adoption of it.

Google’s guidelines provide assurance that if complied with, the metadata will work with Google.  However, it does not follow that if the publisher deviates from Google’s guidelines that their metadata is wrong.  Many publishers use Google’s structured data testing tool (SDTT) to validate their metadata.  It’s a useful tool, but it validates only some dimensions of schema.org metadata, not all dimensions.

Google’s structured data testing tool “complaining” about a webpage on the schema.org website

We can see the limitations of Google’s structured data testing tool by looking at how it assesses the schema.org website.  We can find pages where the schema.org website, which Google is involved with developing, fails Google’s own SDTT.  How can that be?  The schema.org website and Google’s SDTT serve different purposes, and even different audiences.  The SDTT is trying to encourage certain practices, and in a almost gamified manner, gives a thumbs up if the metadata code conforms to the advice.  Schema.org continually develops to cover a range of needs.  Some of these needs will be more specialized, and publishers may decide to implement metadata in a standards-compliant manner that doesn’t pass inspection by Google’s SDTT.  I would not assume, however, that Google’s search algorithms are incapable of interpreting standards-compliant metadata that fails Google’s SDTT.   I’d guess that Google’s search algorithms are probably more sophisticated than the code used in the SDTT.  Sometimes the SDTT is playing catch-up with new developments in schema.org.

Google is trying to do two things at once: expand the coverage of schema.org to make it even more useful in a wider range of domains and scenarios, and popularize schema.org by presenting a simple set of guidelines for publishers to follow.  It’s a difficult situation to balance, how to manage and evolve standards over time, while promoting easy-to-follow guidelines that publishers consider reliable.  I would not expect Google to encourage publishers to adopt complicated metadata implementations that some would struggle to code correctly.  If less sophisticated publishers fail, they might fault Google for encouraging them to try something that exceeded their understanding or abilities.

Sometimes publishers gripe that they’ve created logically-valid schema.org metadata that nonetheless fails Google’s SDTT.   But publishers seem more upset when they’ve created metadata that passes the SDTT, yet they fail to see how it shines in Google’s search results.  Where’s my rich snippet I was expecting? they complain.  For many publishers, seeing the rich snippet payoff is the reward for using schema.org structured data, and for using the SDTT.  The SDTT is not just a technical tool: it is a marketing and public relations tool for Google.

A representative rich snippet as shown in Google’s SDTT. For some publishers, seeing their structured data in search results provides tangible proof they are correct and compliant with standards.

So does metadata compliance mean that one follows the pages of details in W3C standards, or that one gets a snippet to show in Google’s search results? Standards compliance can involve many layers. There is no one standard to follow: there can be various permutations of a standard that are sanctioned or encouraged by different parties. Publishers need to rely on the standards guidance that best supports the goals they are trying to achieve with their metadata.

— Michael Andrews

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