using s1000d and scorm to integrate documentation and training

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S1000D & SCORM Integration Joel Amoussou, CEO, Efasoft

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Presented at DocTrain East 2007 Conference by Joel Amoussou, Efasoft -- The Shareable Content Object Reference Model (SCORM) specification defines the packaging and sequencing of learning content. The sequencing is a set of rules that specifies the order in which a learner may experience the learning content. Sequencing allows a Learning Management System (LMS) to track the progress of the learner. SCORM does not impose any restriction on the structure, content, or format of the learning content itself, nor does it specify how files are named or identified.Learning content developers can leverage the power of S1000D by using its extensive metadata facility to specify for example, how the learning content relates to a specific configuration of a system, sub-system, or assembly of a vehicle. Other metadata that can be specified include the security classification, the issue number, the required skill level, etc. The learning content can be marked-up and validated using the schemas provided by S1000D. Finally, S1000D defines a file naming convention based on the Data Module Code (DMC) which can facilitate the identification of learning contents.The integration of S1000D and SCORM allows organizations to reduce the cost of creating, reusing, maintaining, and repurposing learning and technical data throughout the lifecycle of the product.

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Page 1: Using S1000D and SCORM to Integrate Documentation and Training

S1000D & SCORM IntegrationJoel Amoussou, CEO, Efasoft

Page 2: Using S1000D and SCORM to Integrate Documentation and Training

efasoft.com

Agenda

Overview of XML1

Introduction to S1000D2

Understanding SCORM3

Integrating S1000D & SCORM4

Page 3: Using S1000D and SCORM to Integrate Documentation and Training

efasoft.com

About Efasoft

EfasoftEfasoftXML and Java EE

CMS and Portals

Standards and Open Source

Page 4: Using S1000D and SCORM to Integrate Documentation and Training

efasoft.com

Integration Drivers

Cost

Quality Efficiency

Page 5: Using S1000D and SCORM to Integrate Documentation and Training

efasoft.com

Product Life Cycle

Testing Delivery

Support

Requirements

ConceptDesign

Manufacture

Assembly

Publication& training

Page 6: Using S1000D and SCORM to Integrate Documentation and Training

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The Trusted Source

Engineering

!CAD Drawings!Product Model Data!LSAR

!Description!Operation!Removal!Installation!Repair!Fault isolation!Parts catalogue!Test!Illustrations

!Courseware!Games!Animation!Simulation

Tech Pubs Training

TrustedTrustedSourceSource

Page 7: Using S1000D and SCORM to Integrate Documentation and Training

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eXtensible Markup Language

W3C

Rec

ommen

datio

n

Semantics

XML

Content vs. formatting

Document structure

Validation

Page 8: Using S1000D and SCORM to Integrate Documentation and Training

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Sample XML

<mainfunc><step1 skill="novice">

<para>Safely hold the bicycle.</para></step1><step1>

<para>Remove the horn.</para><step2>

<para>Use the 8mm Allen wrench from the <xref xrefid="seq-0001" xidtype="supequip"/> and remove the two Allen screws.</para>

</step2><step2>

<para change="modify">Remove the horn.</para></step2>

</step1><mainfunc>

Page 9: Using S1000D and SCORM to Integrate Documentation and Training

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Benefits of XML

Dynamic contentassembly

Automatedprocessing

Reuse

Contentadaptation

Structured queries

Portability

XMLXML

Page 10: Using S1000D and SCORM to Integrate Documentation and Training

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XML Related Specifications

XQueryXQuery

XPathXPath

XSL FOXSL FO

XSLTXSLT

XPointerXPointer

XIncludeXInclude

XML XML SchemaSchema

SchematronSchematron

Page 11: Using S1000D and SCORM to Integrate Documentation and Training

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What is S1000D?

ASD, AIA, and ATAAir, land, and sea

Open standards

Information lifecycle

Vehicles, machinery,Heavy equipment

Military and civil

S1000D

Page 12: Using S1000D and SCORM to Integrate Documentation and Training

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S1000D Basic Principles

S1000D XML

CSDB

Metadata

Modularity

Page 13: Using S1000D and SCORM to Integrate Documentation and Training

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S1000D Data Module

Identification and Status (data module code, applicability,

issue number, etc.)

Identification and Status (data module code, applicability,

issue number, etc.)

Content(actual maintenance or operation

procedure)

Content(actual maintenance or operation

procedure)

Page 14: Using S1000D and SCORM to Integrate Documentation and Training

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S1000D Publication Module (PM)

DM ReferenceDM Reference

DM ReferenceDM Reference

DM ReferenceDM Reference

DM ReferenceDM ReferenceDM ReferenceDM Reference

Page 15: Using S1000D and SCORM to Integrate Documentation and Training

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Data Module Code (DMC)

" 1B: Model Identification Code (Euro Fighter)" A: System Difference Code" 29: System (Hydraulic Power)" 10: Subsystem (Main Hydraulic Power)" 05: Unit or Component (Hydraulic Tank)" 01: Disassembly Code (first assembly removed from the tank)" A: Disassembly Code Variant" 253: Information Code (clean by ultrasonic with equipment X)" B: Information Code Variant (clean by ultrasonic with equipment Y)" C: Item Location Code

# C = Maintenance on the bench# T = Training

1B-A-29-10-05-01A-253B-C1B-A-29-10-05-01A-253B-C

Page 16: Using S1000D and SCORM to Integrate Documentation and Training

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Data Module Types

Fault Isolation

Crew/Operator

Illustrated Parts Data

Procedural

Descriptive

Page 17: Using S1000D and SCORM to Integrate Documentation and Training

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S1000D Project

BR & DMRLBR & DMRLBR & DMRL PresentationPresentationPresentationCSDBCSDBCSDB

CommonSource

Database

CommonSource

Database

IETPor

Page-Oriented

IETPor

Page-Oriented

Business Rules

&Data ModulesRequirement

List

Business Rules

&Data ModulesRequirement

List

Page 18: Using S1000D and SCORM to Integrate Documentation and Training

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What is SCORM?

ConformanceTest Suite

Interoperable and reusable

learning content

Sharable Content Object Reference

Model

Learning Management Systems (LMS)

Page 19: Using S1000D and SCORM to Integrate Documentation and Training

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Shareable Content Object (SCO)

AssetS1000D DM

AssetS1000D DM

AssetMP3 Audio

AssetMP3 Audio

AssetHTML Fragment

AssetHTML FragmentAsset

Flash ObjectAsset

Flash Object

AssetJPEG Image

AssetJPEG Image

Page 20: Using S1000D and SCORM to Integrate Documentation and Training

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SCORM Specifications

Content Aggregation Model (CAM)Content Aggregation Model (CAM)

Run-Time Environment (RTE)Run-Time Environment (RTE)

Sequencing and Navigation (SN)Sequencing and Navigation (SN)

AdaptabilityAffordability

InteroperabilityReusability

AdaptabilityAffordability

InteroperabilityReusability

Page 21: Using S1000D and SCORM to Integrate Documentation and Training

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SCORM Content Package

ManifestManifest

Content, Media, Assessment, etc.Content, Media, Assessment, etc.

Learning Object Metadata (LOM)Learning Object Metadata (LOM)

OrganizationOrganization

ResourcesResources

Page 22: Using S1000D and SCORM to Integrate Documentation and Training

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The SCORM Manifest

AssetAsset

SCOAssetAssetAssetAssetAssetAsset

SCO

ResourceResource

ResourceResource

ResourceResource

AssetAsset

OrganizationOrganization

ItemItem

ItemItem

ItemItem

ItemItem

Lear

ning

Act

ivity

SCO

SCO

Page 23: Using S1000D and SCORM to Integrate Documentation and Training

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Learning Management System

Assessment

Collaborative

Connection to back-end

Self-registration

Track and Report

!Interaction!Progress!Performance

Adaptive delivery

Content aggregation

LMS

Page 24: Using S1000D and SCORM to Integrate Documentation and Training

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Integration Challenges

Management Technical

Page 25: Using S1000D and SCORM to Integrate Documentation and Training

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Managing the Integration

Technical constraints

Roles and ownership

Process and workflow

Budget

Organizational and cultural

Page 26: Using S1000D and SCORM to Integrate Documentation and Training

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Data ModuleData

Module

IdstatusIdstatus

MultimediaMultimedia

ProcedureProcedure

StepStep

PreliminaryRequirementsPreliminary

Requirements

MaintenanceFunction

MaintenanceFunction

ClosingRequirements

ClosingRequirements

Close AccessPanels

Close AccessPanels

Close Circuit Breakers

Close Circuit Breakers

SuppliesSupplies

SupportEquipments

SupportEquipments

Page 27: Using S1000D and SCORM to Integrate Documentation and Training

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CourseCourse

Post-testPost-test

QuizQuiz

Pass or FailPass or Fail

Lesson 2Lesson 2

Pre-testPre-test

Lesson 1Lesson 1

Pass or FailPass or Fail

Module 1Module 1

Module 2Module 2

Fail Pass

Fail

Pass

SummarySummary

Page 28: Using S1000D and SCORM to Integrate Documentation and Training

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Key Players

Instructional Designer

Technical Writer

Page 29: Using S1000D and SCORM to Integrate Documentation and Training

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The Technical Approach

Reuse

Business Rules

Required information set

End users and delivery context

Page 30: Using S1000D and SCORM to Integrate Documentation and Training

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Transform a DM into a SCO

1

!Dual purpose DM

!Granularity

!Language style

!Add LOM to DM

!Generate S1000D training PM

2

!Transform with XSLT

!Retain S1000D metadata in SCO

!Generate SCORM manifest from S1000D training PM

3

Potential issues:

!Complex learning interactions are not easily captured with S1000D DM structure

!Adherence to good instructional design

Page 31: Using S1000D and SCORM to Integrate Documentation and Training

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Include S1000D Content into a SCO

SCO

Benefits

Data Module

Use XSLT generate-id()function to generate a unique ID for all reusable elements:

!Para!Step!Warning

Instructional Designer:

!Searches and displays relevant data modules

!Use XInclude to include reusable content from DM

!More freedom in applying instructional design principles

!SCO is automatically updated when DM is updated

Page 32: Using S1000D and SCORM to Integrate Documentation and Training

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Apply Applicability Filtering to SCOs

UI SelectionOr

Login Credentials

SCORM Global Objective & Simple

Sequencing (SS)

SCO Presentation

Page 33: Using S1000D and SCORM to Integrate Documentation and Training

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Best Practices

ReuseReuse

ProcessProcess

Instructional DesignInstructional Design

Business Rules, ISO SchematronBusiness Rules, ISO Schematron

XML, XML Schema, XSLT 2.0, XQuery, XIncludeXML, XML Schema, XSLT 2.0, XQuery, XInclude

Page 34: Using S1000D and SCORM to Integrate Documentation and Training

Questions and Answers