Brandeis University Division of Graduate Professional Studies Rabb School of Continuing Studies Course Syllabus I. Course Information 1. Course Name Enterprise Content Management 2. Course Number 141RVTM-140 (Spring 2014) 3. Course Start & End Dates; Class Meeting Times 1/22/14 – 4/1/14 Distance Learning Course Week: Wednesday through Tuesday 4. Instructor’s Name and Contact Information Name: Ian Rifkin Email: irifkin@brandeis.edu Phone: (781) 736-4216 Office Hours/Availability: available through email M-F Name: Ari Davidow Email: aridavidow@brandeis.edu Phone: (617) 413-0425 Office Hours/Availability: Sundays 2- 4 PM; Tuesdays 7-9pm unless otherwise posted; available through email 5. Document Overview This syllabus contains all relevant information about the course: its objectives and outcomes, the grading criteria, the texts and other materials of instruction, and of weekly topics, outcomes, assignments, and due dates. Consider this your roadmap for the course. Please read through the syllabus carefully and feel free to share any questions that you may have. Please print a copy of this syllabus for reference. 6. Course Description Catalog Description The web is used both to present an organization to the world, as well as the primary access to an organization’s internal knowledge management infrastructure. Organizations increasingly rely on Web sites and web-based applications, to not only interact with customers, but also to support staff. Content management tools provide the basis for maintaining organizational knowledge, as well as tools for collaboration and engagement with an organization’s stakeholders, from staff to customers and investors. This course covers the study and use of tools used to manage Web content and the techniques to create a strong Web presence. Concepts addressed include how to create, architect, and manage Web content including multimedia for maximum “findability” and impact; review and use of Content Management Systems, collaborative tools such as blogs and wikis, the “social Web,” and Web 2.0. Proven practices and strategies for content workflow, management, implementation, and maintenance are discussed. Relevant Programs o Master of Science in Virtual Management – elective o Master of Science in IT Management – elective o Master of Science in Software Engineering - elective Prerequisites Students should be sufficiently familiar with programming and the command line so as to complete the practicum. Code examples are provided in PHP, but may be implemented in any language useful to the student's own environment. Any of the following courses (or equivalent knowledge) should provide sufficient background for the practicum part of this class: RSEG 102, RSEG 103, RSEG 104, RSEG 120, RSEG 161, RSEG 180. 7. Materials of Instruction a. Required Texts Byron, Angela, et al. Using Drupal. O’Reilly; 2nd edition (April 2012) Halvorson, Kristina. Content Strategy for the Web, 2e. New Riders, Berkeley, CA (2010). Hoekman, Jr. Robert & Jared Spool Web Anatomy: Interaction Design Frameworks that Work. New Riders (2010) Rockley, Ann & Charles Cooper. Managing Enterprise Content: A Unified Content Strategy. New Riders (2012) The following readings are available online (linked from LATTE): Azad, Kalid. "A Visual Guide to Version Control." BetterExplained.com. September 2007. http://betterexplained.com/articles/a-visual-guide-to-version-control/ Bredlau, Robert. "5 Ways to Improve Content Re-use." CMS Wire. August 6, 2009. http://www.cmswire.com/cms/web-cms/5-ways-to-improve-content-reuse-005189.php Broek, Anna Vander. "Managing Your Online Identity: You are who Google says you are." Forbes. June 2, 2009. http://www.forbes.com/2009/06/01/manage-online-reputationtechnology-identity.html Conroy, John. "7 Challenges of Implementing a Content Management System." CMS Wire. October 23, 2007. http://www.cmswire.com/cms/enterprise-cms/7-challenges-ofimplementing-a-content-management-system-001848.php Freedman, Rick. "A PM's lessons learned from delivering a CMS." Tech Republic. December 15, 2009. http://blogs.techrepublic.com.com/tech-manager/?p=2665 Goertzel, Karen Mercedes. "Introduction to Software Security." Build Security In project (U.S. Department of Homeland Security). January 9, 2009. https://buildsecurityin.uscert.gov/daisy/bsi/547-BSI.html Library and Technology Services. "Content Management System (CMS) project." Brandeis University. February 2006. http://lts.brandeis.edu/about/projects/cms/ Newman, Henry. "Testing Backup and Restore: Why It Matters." Enterprise Storage Forum. August 25, 2005. http://www.enterprisestorageforum.com/continuity/features/article.php/3530166 O'Reilly, Tim. "What Is Web 2.0: Design Patterns and Business Models for the Next Generation of Software." O'Reilly Media, Inc. September 30, 2005. http://oreilly.com/web2/archive/what-is-web-20.html Ponemon, Larry. "The seven deadly sins of identity management." Computerworld. May 20, 2005. http://www.computerworld.com/s/article/101893/The_seven_deadly_sins_of_identity_mana gement Rapaport, Gil. "Preparing for disaster with an effective business continuity strategy: overcoming potential dangers to your information infrastructure." Computer Technology Review. April 1, 2004. http://www.thefreelibrary.com/Preparing+for+disaster+with+an+effective+business+continuit y...-a0118109207 Robertson, James. "Content reuse in practice." Step Two Designs. September 3, 2004. http://www.steptwo.com.au/papers/kmc_contentreuse/index.html Schauer, Raymond. "3 Steps to a Successful Web Content Management (CMS) Implementation." CMS Wire. February 11, 2009. http://www.cmswire.com/cms/web-cms/3steps-to-a-successful-web-content-management-cms-implementation-003935.php Sutton, Mike and Tym Moore. "7 Ways to Improve Your Software Release Management." CIO magazine. June 20, 2008. http://www.cio.com/article/440101/7_Ways_to_Improve_Your_Software_Release_Manage ment b. Required Software None required. c. Recommended Text(s) / Journals Many of these texts are available from Safari, accessible via the Brandeis Library pages. There are links to these texts inside LATTE. Additional resources are also available online (linked from LATTE) Anderson, Ross. Security Engineering, 2e. Wiley (2008) Chisholm, Wendy. Universal Design for Web Applications. O’Reilly (2008). Colby, John. Practical Intranet Development. Birmingham, U.K.: Glasshaus, Ltd., 2003. Crumlish, Christian and Erin Malone. Designing Social Interfaces. O’Reilly (2009). van Duyne, Douglas K., Landay, James A., and Jason I. Hong. The Design of Sites, 2e. Prentice Hall (2007) Krug, Steve. Don’t Make Me Think: A Commonsense Approach To Web Usability, 2e. New Riders Press (2005). Lloyd, Ian. Build your own web site the right way using HTML & CSS. Collingwood, Australia: SitePoint, 2nd edition (2008). Marcotte, Ethan. Responsive Web Design. A Book Apart (2011). Morville, Peter & Louis Rosenfeld. Information Architecture for the World Wide Web: Designing Large-Scale Web Sites. O’Reilly (3e, 2006). Porter, Josh. Designing for the Social Web. New Riders Press (2008) Tuttle, Steven. Using LDAP for directory integration. IBM, 2004. d. Online Course Content This course will be conducted completely online using Brandeis’ LATTE site, available at http://latte.brandeis.edu. The site contains the course syllabus, assignments, our Discussions bulletin board, links/resources to course-related professional organizations and sites, as well as weekly checklists, objectives, outcomes, topic notes, self-tests, and discussion questions. Access information is emailed to enrolled students before the start of the course. To begin participating in the course, review the Week 1 > Week 1 Checklist. 8. Overall Course Objectives The course is intended to provide students with an understanding of: Types of web content and their uses; The information architecture and metadata needed to ensure its findability and accessibility; Techniques to implement a Content Management System (CMS) Tools and techniques to ensure privacy and security on the Web Collaborative Web-based tools and Web 2.0 technologies 9. Overall Course Outcomes Upon successful completion of this course, the student will be able to: Select, create, publish, and manage appropriate content to the web Ensure that sought-after content, and the related items the visitors may not have known to look for, are found by site visitors, as well as on public search engines. Select and implement an appropriate Content Management System with the tools needed to manage Web presence Actively ensure personal and organizational privacy and security, as well as understand relevant legal issues related to privacy and security. Design Web-based systems that facilitate interactivity and collaboration via discussion, group-editing, content-sharing, and ambient presence. 10. Course Grading Criteria Given the lack of the traditional classroom environment, all student participation will be done online via LATTE. Each week has a page that includes "Discussion Topics." These are a series of questions or points to consider regarding the course materials posted that week. To earn full credit for the Participation component of the grade, participants will be: Respond to (at least) 2 Discussion Topics each week Respond to the first question by end of day Saturday (midnight EST) Respond to the second question by end of day Monday (midnight EST) Specific questions and criteria will be in LATTE each week Post (at least) 2 other substantive messages to the Discussions each week Post by end of day Tuesday (midnight EST) These may be replied within any of the week’s Discussion Topics Posts should be substantive (beyond an "I agree" message) Follow-on from your related experiences and/or from the readings Follow-up with questions of others to extend the conversation (encouraged) Consists of at least 200 words Grammar/spelling/format/sources noted as appropriate One or more days late: no credit Thoughts on Discussions These postings to the forums will be as rich as we make them; not having a traditional classroom in which to discuss topics, we can have worthwhile conversations and share our experiences during the ten weeks. The participation is required to encourage you to share your knowledge and ideas while gaining from the experiences of your peers as well. You will quickly adjust to the weekly requirements and become familiar with the review criteria. I look forward to some rich discussions and getting to know you through these discussions. Discussion Evaluation Criteria: Substantive on-time responses to the original discussion questions and substantive follow-up posts earn 2.5 points each. A maximum of 10 points can be earned for discussion participation each week, but additional discussion participation beyond the required 4 posts is encouraged. Please make sure to post on at least 3 different days of each course week (Wednesday through Tuesday). Percentages earned per assignment: Percent Component 30% Discussions/On-line participation 20% Homework 1 (10% virtual team group grade + 10% individual contribution grade) Homework 2 (10% virtual team group grade + 10% individual contribution grade) Final Project 20% 30% II. Weekly Information Week 1 January 22 - 28 Objectives Web Publishing and Content At the end of week 1, students will have an understanding of: Outcomes Discussions (for DL) Readings Assignments / Assessments/ SelfAssessments Enterprise Web Publishing and Content Management Concepts Content Management vs. Knowledge Management The “Information Lifecycle” At the end of week 1, students will be able to: Apply the concepts of Enterprise Content Management to creating and maintaining shared information Explain how the various forms of content currently supported by organizations on the web contribute to informing and engaging site visitors Describe the “Information Lifecycle,” from content inception to archiving, and the different management issues that arise at each stage Introduce yourself Where is your organization now? Summary Rockley/Cooper, Ch. 1-6 Byron, Ch. 1 Week 1 Topic Notes Additional recommended articles are available in Latte Academic Integrity Agreement quiz (required of all Rabb/GPS students in each class each semester) January 29 – February 4 Week 2 Objectives Creating Web Content At the end of week 2, students will have an understanding of: Outcomes Writing with a consistent voice, but in different styles to fit each area of a website Basic workflow and content planning Multilingual websites on the world wide web Copyright and intellectual property At the end of week 2, students will be able to: Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments Determine consistent, appropriate writing styles fitting where content appears Plan, create, approve, and maintain Web content Maintain multilingual content and detect the likely language used by a site visitor Ensure that website content is protected by, and supports, international copyright and intellectual property laws Web content: Long? Short? Both? Workflow vs. Endless Content Management Summary Halvorson, Ch 1-3, 8 Redish, Janice. ”Breaking up large documents for the web,” Parts 13 (2009) Homework 1 available (see Homework 1 Assignment Details in LATTE). Due at the end of Week 4. Team charter (ungraded activity) due at end of week. February 5 – February 11 Week 3 Objectives Multimedia At the end of week 3, students will have an understanding of: Outcomes Discussions (for DL) Readings Types of media and ways in which each is used Incorporate media into a webpage to enhance usability. How content management concepts apply to binary media Media servers and bandwidth requirements At the end of week 3, students will be able to: Deploy audio, video, and other media in ways that enhance a website’s attraction and best convey information Set up a podcast or videocast and upload it to their own website or to YouTube Apply content management concepts to set up and maintain a multimedia library Select and deploy appropriate media players, servers, and plan for sufficient bandwidth to meet a site’s needs. Use of multimedia and Universal Access Should you build your own media player? Summary Chisholm, Ch 7-10. Assignments / Assessments/ Self-Assessments Week 4 Continue work on Homework 1 Assignment. February 12 - 18 Objectives User Experience At the end of week 4, students will have an understanding of: Outcomes Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments The psychology of website usability Applying basic typographic knowledge to the web Paper prototyping and other means of rapidly designing for user experience What are “design patterns” and what are common design patterns that make planning websites easier? How to measure website use, and where surveys and in-depth usability testing matter At the end of week 4, students will be able to: Analyze how a web page is seen by people unfamiliar with the site Specify a page design from font to blocks of content that will best serve the site’s visitors Apply rapid prototyping tools and testing to develop and refine positive website experiences Use common “design patterns” to simplify and speed up successful website design Discover, monitor, and measure how a site is being used, what pages and page elements work, and which need to be changed Describe a website whose interface works for you. What is it that makes the site easy to use and/or effective? What lessons do you take away from what you have observed to apply in your own website? How should you measure website effectiveness? What are useful goals? What are your Key Performance Indicators (KPI)? Summary Halvorson, Ch 10-11 Chisholm, Ch 1-2 Hoekman/Spool, Ch 1-2, 8-10 Recommended: Krug, Steve. Don’t Make Me Think. “Guiding Principles” (Ch 1-5). Homework 1 Assignment. due at end of class week (by 11:55 on Feb 12) Week 5 February 19 - 25 Objectives Findability and Information Architecture At the end of week 5, students will have an understanding of: Outcomes Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments Search Engine Optimization Understand how search engines work, and the advantages of local search tools over reliance on global search services such as Google or Bing Common forms of metadata and how they are used Basic Information Architecture and how it contributes to findability and usability At the end of week 5, students will be able to: Implement basic search engine optimization (SEO) by following government accessibly guidelines Select and configure an appropriate search engine for a site to ensure that visitors find what they are looking for Create an internal thesaurus and categorization schema Create a site architecture that reflects the ways that site visitors will “construct a narrative” in trying to accomplish their goals successfully Folksonomy vs. Taxonomy? Local search vs. Google and Bing Summary Hoekman/Spool, Ch 3-4. Chisholm, Ch 3-6. Rockley/Cooper, Ch 15-17 Homework 2 available. Due at the end of Week 7. February 26 – March 4 Week 6 Objectives Content Management At the end of week 6, students will have an understanding of: Use of content management systems for publishing content on the web The power and roles of Content Management Systems (CMS) Web hosting choices Web server environments (testing, production, etc) Outcomes Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments Week 7 At the end of week 6, students will be able to: Determine an organization’s Web publishing needs Evaluate if an organization could benefit from using a CMS Evaluating web hosting and set up according to an organization’s needs Use Web server environments appropriately CMS Products Your site Summary Rockley/Cooper, Ch. 7-11 Lloyd, Ch. 8 (recommended) Freedman, Rick (website) Sutton, Mike and Tym Moore (website) Continue work on Homework Assignment 2 March 5 - 11 Objectives Dynamic Content and Collaboration At the end of week 7, students will have an understanding of: Outcomes Discussions (for DL) Readings Concepts of server-side code and databases Content re-use across pages in a Web site Collaboration using blogs, wikis, and file sharing tools At the end of week 7, students will be able to: Establish a plan for a dynamic Web site Write content for re-use across pages Interact with team members and the public through Web-based collaborative tools (wikis, blogs, file sharing) Dynamic Content Static Content Summary Rockley/Cooper, Ch. 12-14 Bredlau, Robert (website) Robertson, James (website) O'Reilly, Tim (website) Assignments / Assessments/ Self-Assessments Week 8 Homework Assignment 2 due at end of class week (by 11:55 on Mar 5) March 12 - 18 Objectives CMS Implementation and Migration At the end of week 8, students will have an understanding of: Outcomes Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments Week 9 CMS product and vendor options including commercial, open source, and custom products Implementation of a CMS including staff and maintenance costs At the end of week 8, students will be able to: Write a requirements document for an organization’s content management system needs Create a project plan for a CMS implementation project Requirements Document Choosing a CMS Summary Rockley/Cooper, Ch. 18-20 Library and Technology Services (website) Schauer, Raymond (website) Conroy, John (website) Final Project available. Due at the end of course. March 19 - 25 Objectives Privacy and Security At the end of week 9, students will have an understanding of: Outcomes Concepts of personal public and private identities as well as managing multiple identities online Concepts of enterprise public and private web presence Content backup and version control Legal issues At the end of week 9, students will be able to: Separate multiple identities, as needed, for work and personal lives Decide appropriate content access levels and security control Create a business continuity plan in regards to Web presence Discussions (for DL) Readings Assignments / Assessments/ Self-Assessments Personal Identity Organization Web Security Summary Tuttle, Ch. 1.1-1.4 (recommended) Colby, Ch. 1, 9 (recommended) Broek, Anna Vander (website) Ponemon, Larry (website) Azad, Kalid (website) Goertzel, Karen Mercedes (website) Rapaport, Gil (website) Newman, Henry (website) Continue working on Final Project March 26 – April 1 Week 10 Objectives The Social Web At the end of week 10, students will have an understanding of: Outcomes Discussions (for DL) Readings The technologies that became known as “Web 2.0” and how faster interactivity on the Web changed how we use it Organizational presences on social networks including benefits and risks of maintaining an organization’s content on sites that are not in an organization’s control The social networking aspects of “Web 2.0” technologies and how they can benefit organizations. At the end of week 10, students will be able to: Use knowledge of Web 2.0 to plan for future involvement on the Web Set up and maintain an organizational presence on social networking websites such as Facebook and Twitter Extend social network through tools such as LinkedIn groups to keep track of changes in your field, and to find/vet potential recruits Social Media Policy Measuring the impact of Social Web activity Summary Crumlish/Malone, Part 1 + subsequent chapter openers Halvorson, Ch. 9 Porter, Ch 1-3, 8 (recommended) Assignments / Assessments/ Self-Assessments Final Project due at end of next week (by 11:55 on Apr 2) III. Course Policies and Procedures 1. Grading Standards Work expectations Students are responsible to explore each week's materials and submit required work by their due dates. On average, a student can expect to spend approximately 9 - 12 hours per week, reading, participating and completing assignments. The Assignment Tool/Dropbox within LATTE will be used for assignment distributions and submissions. Grades are not given but are earned. Students are graded on demonstration of knowledge or competence, rather than on effort alone. Each student is expected to maintain high standards of honesty and ethical behavior. How points and percentages equate to grades 100-94 A 76-73 C 93-90 A72-70 C89-87 B+ 69-67 D+ 86-83 B 66-63 D 82-80 B62-60 D79-77 C+ 59 or < E 2. Confidentiality We can draw on the wealth of examples from our organizations in class discussions and in our written work. However, it is imperative that we not share information that is confidential, privileged, or proprietary in nature. We must be mindful of any contracts we have agreed to with our companies. In addition, we should respect our fellow classmates and work under the assumption that what is discussed here (as it pertains to the workings of particular organizations) stays within the confines of the classroom. Also, members of the University's technical staff have access to all course sites to aid in course setup and technical troubleshooting. Program Chairs and a small number of Graduate Professional Studies (GPS) staff have access to all GPS courses for oversight purposes. Students enrolled in GPS courses can expect that individuals other than their fellow classmates and the course instructor(s) may visit their course for various purposes. Their intentions are to aid in technical troubleshooting and to ensure that quality course delivery standards are met. Strict confidentiality of student information is maintained. 3. Feedback Assignments and participation will typically be graded within 7 days of receipt. Participants will receive a weekly feedback message within 7 days of the close of each week. The feedback will be posted in LATTE and kept confidential. Your final (official course) grade will be posted in sage. 4. Course Schedule Week Dates 1 January 22 - 28 2 January 29 – February 4 3 February 5 - 11 4 February 12 - 18 5 February 19 - 25 6 February 26 – March 4 7 March 5 - 11 8 March 12 - 18 9 March 19 - 25 10 March 26 – April 1 IV. University and Division of Graduate Professional Studies Standards Please review the policies and procedures of Graduate Professional Studies, found at http://www.brandeis.edu/gps/students/studentresources/policiesprocedures/index.html. We would like to highlight the following. Learning Disabilities If you are a student with a documented disability on record at Brandeis University and wish to have a reasonable accommodation made for you in this course, please contact me immediately. Academic Honesty and Student Integrity Academic honesty and student integrity are of fundamental importance at Brandeis University and we want students to understand this clearly at the start of the term. As stated in the Brandeis Rights and Responsibilities handbook, “Every member of the University Community is expected to maintain the highest standards of academic honesty. A student shall not receive credit for work that is not the product of the student’s own effort. A student's name on any written exercise constitutes a statement that the work is the result of the student's own thought and study, stated in the students own words, and produced without the assistance of others, except in quotes, footnotes or references with appropriate acknowledgement of the source." In particular, students must be aware that material (including ideas, phrases, sentences, etc.) taken from the Internet and other sources MUST be appropriately cited if quoted, and footnoted in any written work turned in for this, or any, Brandeis class. Also, students will not be allowed to collaborate on work except by the specific permission of the instructor. Failure to cite resources properly may result in a referral being made to the Office of Student Development and Judicial Education. The outcome of this action may involve academic and disciplinary sanctions, which could include (but are not limited to) such penalties as receiving no credit for the assignment in question, receiving no credit for the related course, or suspension or dismissal from the University. Further information regarding academic integrity may be found in the following publications: "In Pursuit of Excellence - A Guide to Academic Integrity for the Brandeis Community", "(Students') Rights and Responsibilities Handbook", AND " Graduate Professional Studies Student Handbook". You should read these publications, which all can be accessed from the Graduate Professional Studies Web site. A student that is in doubt about standards of academic honesty (regarding plagiarism, multiple submissions of written work, unacknowledged or unauthorized collaborative effort, false citation or false data) should consult either the course instructor or other staff of the Rabb School Graduate Professional Studies. University Caveat The above schedule, content, and procedures in this course are subject to change in the event of extenuating circumstances.