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The Document Engineering Services education programme includes a range of public and in-house courses that cover all areas of business document exchange. The list that follows includes some of the courses we can offer. For more details or for customized training requirements, contact us directly at enquiries@documentengineeringservices.com.

List of Courses


Course Summaries:

DTD/Schema Developers Prototype Workshop

Details on application.

DTD/Schema Writers Workshop

Details on application.

Designing Business Documents with UBL

Universal Business Language (UBL) is the OASIS standard XML vocabulary for business documents. UBL is establishing itself as the language of choice for a variety of electronic commerce applications, but specific applications often require some refinement of the standard structures. This workshop explains the design principles behind UBL and how it can be adapted to suit the requirements of different business processes. This includes customizing existing UBL structures and creating new document types. The objectives are to enable students to understand the issues involved in customizing UBL and to develop specific implementations that suit the requirements of their context of use. The target audience are system analysts and developers responsible for the implementation of document interfaces. Some background in UBL and/or XML is recommended (such as completion of our workshop, “Understanding the Universal Business Language”.

Implementing ebXML Core Components

The UN/CEFACT-sponsored ebXML Core Component Technical Specification (CCTS) is the basis for many emerging business document standards, most notably the OASIS Universal Business Language (UBL). This workshop explains the principles behind CCTS and how they have been implemented for UBL and other initiatives. The objective is to enable students to understand CCTS terminology and apply its concepts to the design of information entities used in business documents. The material is aimed at document designers, data modelers, systems analysts and developers responsible for the design of document interfaces. The course does not require prior exposure to CCTS, XML or UBL.

Introduction to Document Engineering

Much of the business transacted on the Internet takes place through information exchanges that are made possible by using documents as interfaces. This course introduces the document engineering approach to understanding these documents and the business processes that use them. Topics include: Models and Patterns, Context and the Interoperability Challenge, Patterns for Business Processes, Analyzing Document Components, Assembling Document Components, Assembling Document Models, and Management Strategies for Document Engineering. The objective is to enable students to gain the practical skills needed to analyze, design, and implement interoperable business documents. The material is aimed at information managers and document, data and business analysts. The course does not require prior exposure to XML or UBL.

Introduction to the Universal Business Language (UBL)

Surveys the development of UBL, including component and methodologies used in this global, encumbrance-free XML vocabulary for electronic commerce. Developed by the OASIS UBL Technical Committee ( http://www.oasis-open.org/committees/ubl/). As an XML vocabulary and common library for 31 business documents, including purchase orders, invoices, other procurement documents, transportation documents, and catalogu documents, the OASIS UBL Standard is attracting worldwide attention . Customization features allow one to utilize UBL in a conformant fashion while tailoring it to one’s needs in a government, industry or trading business environment.

Introduction to XML

This overview of XML includes its background and history, strengths of descriptive Markup, and the concept of a document instance. Specific topics include elements, attributes, and entity references. An XML specification/markup tutorial covers elements, attributes, entities and other declaration-related topics, hypertext, Xlink and Xpointers, and XML Stylesheets (XSL and CSS ). Other units include XML and Architectures, XML and Programming, and references and other resources.

Introduction to XML Information Modeling

Surveys, compares and contrasts a number of modeling facilities used with the Extensible Markup Language (XML--http://www.w3.org/tr/xml). Course objectives include understanding the function and benefit of modeling XML documents, distinguishing the different ways XML documents can be modeled, understanding the role and utility of Document Type Definitions (DTD), ISO/IEC 19757-2 RELAX NG (http://www.relax-ng.org), XML Schema (http://www.w3.org/XML/Schema), ISO/IEC 19757-3 Schematron (http://www.schematron.com), and the ISO/IEC 19757-4 Namespace-based Validation Dispatching Language (NVDL) (http://www.nvdl.org), and becoming familiar with the available documentation and resources.

Introduction to XML, XSLT and XSL-FO Introduction to XSL-FO

A lecture-style introduction to the Extensible Stylesheet Language Formatting Objects (XSL-FO) 1.0 (http://www.w3.org/TR/xsl) and XSL-FO 1.1 (http://www.w3.org/TR/xsl11) W3C Recommendations. XSL-FO is used to express the paginated (e.g., printed) output of XML structured information. The course surveys the formatting model and the basic principles behind the vocabulary as described in the W3C Recommendations. The objectives of the course are to understand the role and utility of the standard, be introduced to the components of the vocabulary, and to identify available documentation and resources.

Introduction to XSLT

An overview of XSLT including the structure and function of XSLT files, uses of XSLT, XSLT tools, and invoking XSLT engines. The course looks at Xpath and the use of Xpath within XSLT to navigate the XML tree structure, including use of absolute and relative location paths, axis specifiers, predicates, and functions. Consideration of XSLT basics covers the structure of an XSLT file, the six basic elements, an XSLT walkthrough,an alternate approach to logic structures in XSLT. Coverage of logic structures in XSLT includes conditional processing, multiple Evaluations, the looping mechanism, calling templates by name, sorting Data, numbering Output, and generating messages. A survey of variables in XSLT covers variables parameters, passing values to templates, and attribute value templates. Working with Multiple Files in XSLT includes working with multiple stylesheets, working with multiple input files, and producing multiple output files. The course concludes with consideration of XML transformations, including using XML-to-XML transformations, design approaches, output mode, and copying nodes.

Introduction to XSLT and XPath

A lecture-style introduction to the Extensible Stylesheet Language Transformations (XSLT) 1.0 (http://www.w3.org/TR/xslt), XSLT 2.0 (http://www.w3.org/TR/xslt20), the XML Path Language (Xpath) 1.0 (http://www.w3.org/TR/xpath) and Xpath 2.0 (http://www.w3.org/TR/xpath20) W3C Recommendations, used for transforming structured information (e.g., XML to XML, XML to HTML, XML to WML, XML to text, etc.). The course surveys the processing model and the basic principles behind the languages as described in the W3C Recommendations. Reviews use of XSLT and Xpath for, formatting and arbitrary semantics. The relationship of XSLT to XSL is explained, though details of XSL Formatting Object semantics are not included. The objectives of the course are to understand the role and utility of the standard, become acquainted with the models upon which the standard is built, and identify available documentation and resources.

Overview of the XSLStyle methodology

Surveys the technical aspects of large stylesheet libraries, including the mechanics of using them, guidelines on creating them, strategies for sharing them, and the use of XSLStyleTM to document them.

Practical Code List Implementation

A detailed look at the representation and validation of controlled vocabularies such as code lists and identifier lists for XML documents of any XML vocabulary. The OASIS genericode format (a work item of the OASIS Code List Representation Technical Committee, http://www.oasis-open.org/committees/codelist/) is used for the representation of values, and the OASIS UBL Methodology for Code List and Value Validation (a work item of the OASIS Universal Business Language Technical Committee, http://www.oasis-open.org/committees/ubl/) is used for validating instances of any XML document model with controlled values. While UBL code lists and instances are used in the class for instruction, students are encouraged to bring their own code lists and business document instances of XML vocabularies to supplement the hands-on exercises. Time is provided in class for students to create simple code lists and validation files for their own business documents as pro-forma artefacts that can be embellished after class into their own production files.

This is a course supporting the development and deployment of controlled vocabularies, including metadata specification, list maintenance, list restriction, list extension and the implementation and application of validation processes against instances that include constrained information items. This technically-oriented course is written for both the user of UBL (as day two of the three-day configuration of the Practical Universal Business Language Deployment) and for anyone using controlled vocabularies with any XML document vocabulary. It is important that the implementer and specifying authority for a controlled vocabulary understand candidate opportunities, work with the artifacts, and gain hands-on experience in their use and applicability in the context of the documented methodologies and deployment strategies. The course addresses the following topics related to controlled vocabularies:

  • code list and constrained value concepts

  • controlled vocabulary representation

  • controlled vocabulary extension and restriction

  • methodology for controlled vocabulary and value validation

Practical Formatting Using XSL-FO

Surveys the Extensible Stylesheet Language Formatting Objects (XSL-FO) 1.0 (http://www.w3.org/TR/xsl) and XSL-FO 1.1 (http://www.w3.org/TR/xsl11) W3C Recommendations, used for the paginated presentation of structured information (e.g. Printing XML). The objectives of the course are to understand the role and utility of the Recommendation, to cover basic constructs of the Recommendation, to design and develop XSL-FO scripts using XSLT and Xpath (both of which are assumed already known by the attendee), and to efficiently navigate the available documentation and resources. This course combines lectures and hands-on exercises. For the practical exercises, attendees are invited to bring a personal computer (with a USB port) and their own XSL-FO environment or they can use XSL-FO software to produce Adobe PDF that will be made available for a Java-based environment (see syllabus link above for details).

Practical Transformation Using XSLT and XPath

Surveyss the entire scope of the Extensible Stylesheet Language Transformations (XSLT) 1.0 (http://www.w3.org/TR/xslt), XSLT 2.0 (http://www.w3.org/TR/xslt20), the XML Path Language (Xpath) 1.0 (http://www.w3.org/TR/xpath) and Xpath 2.0 (http://www.w3.org/TR/xpath20) W3C Recommendations, used for transforming structured information (e.g. XML to XML, XML to HTML, XML to WML, XML to text, etc.). Course objectives are to understand the role and utility of the Recommendations, to become familiar with all the constructs of the Recommendations (the three- and five-day deliveries cover every element, every attribute, and every function, with more detail and time for exercises in five days), to design and develop XSLT scripts, and to efficiently navigate the available documentation and resources. The relationship of XSLT to XSL is explained, though details of XSL Formatting Object semantics are not included. This course combines lectures and hands-on exercises. For the practical exercises, attendees are invited to bring a personal computer (with a USB port) and their own XSLT environment, or they can use public-domain XSLT software that will be provided for either a Java-based or a Windows-based environment.

Practical Universal Business Language Deployment

Covers the Universal Business Language (UBL) suite of publicly available files, process and methodology descriptions, deployment strategies, and documentation. The course’s technical perspective looks at the roles that all these artefacts play in information systems and provides hands-on experience in working with each.

UBL is the product of an open and accountable international effort to define a royalty-free library of standard electronic XML business documents, such as purchase orders and invoices. Developed by an OASIS Technical Committee with participation from a variety of industry data standards organizations, UBL is designed to plug directly into existing business, legal, auditing, and records management practices, eliminating the re-keying of data found in existing fax- and paper-based supply chains and providing an entry point into electronic commerce for small and medium-sized businesses.

Hands-on exercises are provided in a turnkey fashion for a Java-based environment under either Windows command-line or Linux shell invocation. Students may use any editing tool they wish to modify the exercise files when completing the exercises. The following topics are covered:

  • parties and document types use case and business documents

  • information items data description spreadsheets

  • model conventions Naming and Design Rules

  • documents and document models schema expressions

  • model semantics data dictionary

  • XPath enumerations

  • methodology for code list and value validation

  • customization and system design considerations.


This is a course in the deployment and use of UBL artefacts it does not cover the interpretation of specific UBL information items in a business context or the adaptation of financial systems to the semantics expressed by UBL. Nor can the instructor offer financial or legal advice regarding the application or suitability of UBL to any particular scenario or purpose.

Practical XML Information Description

A thorough and detailed examination of the Extensible Markup Language (XML) 1.1 (http://www.w3.org/tr/xml11), including the 4 February 2004 standards for XML Information Set (Second Edition) (http://www.w3.org/TR/xml-infoset) and Namespaces in XML 1.1 (http://www.w3.org/TR/xml-names11). The objectives of the course are to understand all of the functionality available when authoring or generating XML documents using these base standards, and to efficiently navigate the available documentation and resources. This course combines lectures and hands-on exercises. For the practical exercises, attendees are invited to bring a personal computer (with a USB port) and their own validating environment or they can use the Java-based validating software that will be made available.

Practical XML Information Modeling

An overview, comparing and contrasting a number of modeling facilities used with the Extensible Markup Language (XML) http://www.w3.org/tr/xml. Course objectives include understanding the function and benefit of modeling XML documents, the different ways XML documents can be modeled, and the role and utility of Document Type Definitions (DTD), ISO/IEC 19757-2 RELAX NG (http://www.relax-ng.org), XML Schema (http://www.w3.org/XML/Schema), ISO/IEC 19757-3 Schematron (http://www.schematron.com), and the ISO/IEC 19757-4 Namespace-based Validation Dispatching Language (NVDL) (http://www.nvdl.org). The student will also learn how to efficiently navigate the available documentation and resources. This course combines lectures with hands-on exercises. For the practical exercises, attendees are invited to bring a personal computer (with a USB port) and their own validating environment, or they can use the Java-based validating software that will be provided.

Understanding the Universal Business Language

The Universal Business Language (UBL) is the OASIS standard XML vocabulary for business documents. UBL defines standard XML constructs for common components, such as Party, Address, and Item, as well as business documents such as Order, Invoice, and Waybill. This workshop examines why UBL exists, the UBL standard package, and and what key UBL components. The objective is to enable students to understand both the principles of UBL and how it works in practice. The target audience is managers and business analysts. The course does not require prior exposure to UBL or XML.

XML Models, Stylesheets and Transformations

A high-level, lecture-style overview of a number of presentation vocabularies, modeling technologies, and stylesheet and transformation technologies used in presenting Extensible Markup Language (XML) information or manipulating it for web services and electronic commerce. Working examples are used to compare and contrast various vocabularies and languages from a technical perspective, without attemping to teach the details. Areas covered include Hypertext Markup Language (HTML), Cascading Stylesheet (CSS), Wireless Markup Language (WML), Extensible Stylesheet Language Formatting Objects (XSL-FO), Document Type Definitions (DTD), Regular Language for XML (RELAX-NG), Schematron, W3C XML Schema, the Simple API for XML (SAX), the Document Object Model (DOM) and the Extensible Stylesheet Language Transformations (XSLT). Principles governing the appropriateness of each type of presentation, modeling, stylesheet and transformation technology are covered.

XML for EDI Seminar

Details on application.

XML for Managers

Information technology managers need to understand the technology that developers and the IT industry are using. This seminar is designed to help managers understand XML and XML-related technologies, including the benefits and some of the pitfalls as well. This seminar can be customized for specific industries or application focuses.

XML/EDI

Details on application.

 
     
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