What is Dynamic Publishing, Anyway?

Scott Abel, Editor, TheDynamicPublisher.com

It would seem a straightforward assignment: defining the term — dynamic publishing — that is the primary focus of this online publication. But, as I quickly discovered in my quest to help establish a common vocabulary, my task was far more complicated than I originally realized.

As it turns out, there are subtle variations in the definitions industry leaders and veteran consultants use to explain what they mean when they talk about dynamic publishing. In fact, some of the most widely cited experts don’t offer up a clear-cut definition for the term, opting instead to define related terms like “dynamic content” or “dynamic delivery”.

According to Ann Rockley, author of “Managing Enterprise Content: A Unified Content Strategy” (Second Edition) [New Riders, 2012], what differentiates dynamic content from its static cousin is that “dynamic content does not exist in or as a document; it is information that is assembled only when it is requested. It exists as a series of information objects that are assembled in response to the user’s requests or [other] requirements.”

“Dynamic content,” Rockley writes, “is content that is automatically assembled to meet users’ specific needs, providing them with exactly what they are looking for, when they are looking for it, and in the format they are looking for it in”.

Rockley’s explanation of dynamic content is straightforward, but isn’t sufficient to answer the question, what is dynamic publishing?

JoAnn Hackos, in her 2002 work, “Content Management Strategies for Dynamic Web Delivery” (Wiley) discusses some of the benefits of “presenting content dynamically”, including the “great potential to make web-based content-rich resources more valuable to users.”

“Users appear eager to work with resources that are ‘customized’ to their needs and respond to their queries effectively,” Hackos writes. They also appear, “to prefer personalizing information resources that they use frequently.”

Hackos makes clear some of the benefits of providing content dynamically, especially on the web, while also introducing an additional term in need of defining: personalization.

The founding sponsors of TheDynamicPublisher.com, Quark Software, say they believe dynamic publishing is “based on two fundamental principles: Using structured, reusable XML content and automating the delivery of this content to any media type.”

Quark emphasizes automation of all processes involved in an end-to-end dynamic publishing solution, including, the automation of:

  • Content reuse
  • Layout
  • Workflow
  • Formatting and multi-channel publishing
  • Custom and personalized content

And while all of this information is interesting and thought-provoking, I am still left without a clear and unambiguous definition for dynamic publishing. Shouldn’t there be a Wikipedia page dedicated to this topic by now? As it turns out, there is. But, unfortunately, while the popular online user-generated encyclopedia is often useful at solving semantic challenges, in this instance it isn’t much help.

So What’s An Editor To Do?

After struggling with this challenge for several days, I realized that perhaps the best way to come up with a solid definition was to ask the community for help. That’s where you come in.

What is your definition of dynamic publishing? Please use the commenting feature of this blog to share your views on the subject. Next week I’ll summarize our findings and attempt to craft a definition that encompasses much of our thinking.

  • http://www.facebook.com/donrday Don Day

    For one thing, dynamic publishing is not necessarily publishing that uses dynamic content (by Ann Rockley’s definition). Users have been able to get the information they need at the time they need it by search since the days of Gopher, which predates the Web. SneakerNet (transporting data to other computers by using a floppy disk) has always had higher bandwidth than most digital networks. Even card catalogs and interlibrary loan could make the information you needed available in a timely enough manner, considering. Links to PDFs are just a carry-over of this older concept of dynamic delivery–it was dynamic in its day, I suppose. 

    But what makes today’s dynamic “publishing” possible has been 1) the refactoring of metadata into finer, more semantically-linked keys for smarter search capability, 2) the refactoring of lengthy content into smaller, semantically-enriched chunks that are more appropriate to the scope of knowledge needed, and 3) the creation of web services that enable smart search to hook up to intelligent content in response to a wide number of things that take the place of the old ILL office: portlets, bookmarklets, feeds, forms, Ajax widgets, apps and applets, and more. Very few of these resemble publishing in the traditional sense, but they all accomplish getting you the information that YOU have selected, on the go, and hopefully in the timeframe you expected. 

    Clearly, any definition coined decades ago would be inadequate today, and your efforts today may suffer the same obsolescence decades hence… unless you approach the definition in terms of the benefit you receive, which tends to imply all the protocols, services, and practices that make that benefit possible.

    And what about SneakerNet? Copying a movie to a capacious thumb drive and walking it to the HTPC in my living room is sometimes faster than waiting for my LAN to buffer enough of it to begin showing it. Long live sturdy sneakers?

    • http://www.thecontentwrangler.com/ Scott Abel

      Don: 

      That’s so true. Thanks for your contribution. I am hopeful through the power of the crowd we can craft a definition that is generic enough to stand the test of time. Perhaps, if we add details after the basic definition, and provide some examples, our work will be meaningful to others. I’m also hopeful we can add some knowledge to Wikipedia — the page dedicated to dynamic publishing is lacking in many ways. My hopes are we can help people less involved in the content world to understand the concepts necessary to grasp in order to start thinking about content differently.Thanks again, Don. Please feel free to ask others to join the conversation.

  • http://twitter.com/joegollner Joe Gollner

    I have never been entirely comfortable with the terminology that we have had at our disposal in the “content management” industry and from time to time I make some attempts at putting forward some proposed definitions. Of course, to get anywhere it needs to be a community effort and success will only come with broad community adoption of sound working definitions for key concepts. 

    “Content” is one example. It can be a source of malicious fun to corner a content management practitioner, and preferably a salesperson, and demand a definition of what should be a key term. Then, like Socrates, you can derive great pleasure battering them with their answers. “Publishing” turns out to be another good one. And “dynamic publishing” is even better. I am now so looking forward to the next conference. 

    Of course I really should put forward a few suggested definitions here, if only to give others a chance to batter me with my answers. A couple of years ago I wrote one of my longer posts (some people will find that statement funny) and it was called “The Truth about Content” (http://www.gollner.ca/2009/08/the-truth-about-content.html). I wouldn’t want to revisit all of that in a comment but a couple of the definitions will at least help me put forward a coherent answer. 

    In this post I define publishing as:

    “Publishing is the process of transforming content into information, of converting the latent assets into concrete actions that will inform people, impact performance and influence outcomes.” 

    This definition builds on two others: Content and Information

    “Content is potential information.”

    “Information is the meaningful organization of data, communicated in a specific context and with the purpose of informing others and thereby influencing their actions.”

    So in my rubric, publishing is the transformation process that converts the content assets that have been prepared for potential use into information transactions that achieve results. 

    Perhaps then “dynamic publishing” refers to a publishing process that performs these transformations on-demand and as appropriate to the specific context governing the production of each and every information transaction. The contextual parameters influencing dynamic publishing may arise from the content side, as in the rules governing who should get what, or from the information side, as in who is looking for what. 

    Perhaps we could say:

    “Dynamic publishing leverages intelligent content to deliver precisely tailored information products in response to the unique demands of a user or business process at a specific place and point in time.”  

    I am suddenly reminded that I also have spent time on some of these core definitions in a white paper called “The Emergence of Intelligent Content” (http://jgollner.typepad.com/files/the-emergence-of-intelligent-content-jgollner-jan-2009.pdf).

    • http://www.thecontentwrangler.com/ Scott Abel

      Joe:

      As always, great food for thought and excellent suggestions. Let’s see what other folks add to the discusion and if you know anyone that might add a different or varied viewpoint, please invite them to participate. I think we may end up with some really great content that will help many people understand this topic.
      Looking forward to having you conjure up and article or three for this site as well (gentle hint!)

      Scott

  • http://www.thecontentwrangler.com/ Scott Abel

    Noz Urbina (one of the best minds in the business) shared this contribution to our efforts via email. I’ll ask him to stop by the site and register and post some additional thoughts later.

    “Dynamic Assembly is a process by which units of content (‘units’ often called components, topics, articles, modules) can be delivered as a logically organised group – on request.  This means that what were discrete units previous to the moment they were asked for, become a unified deliverable ready for publication or print.  A ‘request’ could take several forms with various levels of automation.  The most interactive and user-driven would be allow users to browse for and select units of content and arrange them into their chosen order and/or hierarchy and request output to be delivered to them in some way.  The most automated would be to apply metadata (tagging, labelling, semantic mark-up, even simple dates, statistics and anlytics) to the units so that computer systems can use these to assemble new publications based on algorithms or queries.  Examples might include frequently accessed or requested content, or more complex queries like recent topics surrounding a certain event, e.g. ’2011 articles on the financial crisis that were published in Japan/. ”
     
    “Dynamic Publishing allows content to be assembled on request (see Dynamic Assembly) and delivered to its destination ready for consumption.  It may add value above and beyond simple assembly and rendering by automatically enriching content with additional relationships, features or even additional content during the actual publishing process.”What do you think? Does Noz have it right. What else is needed to understand dynamic publishing?You can learn more about Noz by reading his very informative blog, “Less Work, More Flow”: http://lessworkmoreflow.blogspot.com/Scott

  • http://twitter.com/scriptorium Scriptorium

    (posted by Sarah O’Keefe under @Scriptorium due to login management #fail)

    I love all of my brilliant colleagues who have already responded.

    BUT.

    These answers are all way too technical. (And, like Joe’s “longer post” comment, some of you are snickering as I reject something as “too technical.”)

    Dynamic publishing does not require web services, XML, or anything else. What was the first instance of dynamic publishing? When the storyteller around the campfire tailored the story to the people sitting there. At the campfire in Egypt, the Nubians were the bad guys. The same story, told in Nubia, would have Egyptians as the bad guys and Nubians as the good guys.

    When print came along, we actually lost the ability to customize on the fly because print required information to be set in stone (er, metal) ahead of time. Prior to the printing press, many hand-illuminated books had images that reflected the person who commissioned the book. The bishop (or cardinal or prince) would show up in heroic poses in the images. It’s common in stained-glass windows in cathedrals for the window’s patron to appear in the image itself.

    What’s changed? The speed at which we are able to customize information. And there we have the key to dynamic publishing. Here’s my best shot at a definition. Dynamic publishing is:

    A process of rendering output that determines the content and presentation when the information is requested based on user specifications, user profile information, system information, or other factors.

    Examples include:
    * conditional publishing: information is included or excluded
    * user-determined formatting: the user can view a large-print or high-contrast version, or perhaps the information is delivered as audio instead of text.
    * System-determined variable formatting: The page background reflects the current weather at your location.

    I think the key factors to look at that separate dynamic publishing from other flavors (like customized publishing) are speed and variability. Paper credit card statements are highly customized (per user!), but not exactly dynamic. On the other hand, if I can log into my credit card company and filter my credit card statement to show only home improvement purchases in the past three months, that might qualify as dynamic. Bonus points if I can fix the presentation to accommodate my particular web viewing preferences.

  • http://contelligence.org/ Michael Boses

    A definition should be as short as possible but leave
    nothing out. With that in mind, here is a first attempt at a Dynamic Publishing
    definition that I would like to offer for discussion:

    “Dynamic Publishing is a system that automatically and
    logically assembles discrete components of content on demand and produces an
    acceptable published product.”

    It may seem shocking that this doesn’t mention XML,
    Intelligent Content, single-sourcing, multi-platform, personalization, or most
    of the other things that we might consider absolutely essential parts of
    Dynamic Publishing. Why would we want to start with such a simple definition and
    how can it be accurate when so much is left out? I think that starting with
    this bare bones definition is the key to helping others understand what Dynamic
    Publishing is, and more importantly, what it can be in the future.  

    Let’s look at another software application for which there
    is already an authoritative definition. Most dictionaries define a word
    processor as “a system for manipulating, storing, and outputting text entered
    from a keyboard.” This mentions nothing of the vast features of Microsoft Word,
    and also qualifies Notepad as a word processor—something that sounds ridiculous
    now, but actually would have been pretty credible in the 1970s.

    Even though hundreds of “essential” features have been added
    to word processors over the past forty years, the dictionaries still hold to
    the original 1970 definition because it is the foundation for understanding the
    technology. Everything else we know about word processors enhances their
    usability and value based on requirements that are changing all the time.

    If we can contribute an authoritative definition, I think
    the next step would be to describe the range of capabilities available under
    the umbrella of Dynamic Publishing today and the technologies that drive them. They
    will be different from what we would have listed just three years ago and certain
    to evolve and need revisiting in the future.

  • http://twitter.com/mbakeranalecta Mark Baker

    Scott, there seem to be two perils here. One is to attempt to find a single definition that encompasses what is actually a group of related things, and the other is to fall into the trap of incorporating implementation details into definition.

    Here’s an example of the implementation details problem: Suppose you want to serve a page differently depending on which country the user lives in. You could dynamically compose the page each time based on country information. But that would mean running queries on your servers thousands or even millions of times when there are really only a little under 200 different pages to be served. You can save a lot of cycles if you pre-build a version for each country and serve it statically. Alternatively, you could have a single version of the page, served statically, which included JavaScript that rewrote the page dynamically for the country it was displayed in. The difference between static and dynamic here, and how and where the dynamic part happens, is an implementation detail, an optimization. It isn’t interesting from a publishing point of view, and it should not be part of the definition.

    There are several things that the phrase “dynamic publishing” could encompass. The word “dynamic” is so hopelessly overburdened with connotations that I won’t even attempt to dissect them, but for the word publishing, I can see three distinct meanings:

    * To make content
    * To render content into a form that can be consumed
    * To release content for public consumption

    Attach the word dynamic to each of these and you get three interesting things:

    * Content that is dynamic in nature: content that has buttons to push, lights that flash, comment forms to submit.

    * Content that is rendered dynamically: content whose synthesis, presentation, or formatting is performed dynamically when certain input parameters are received.

    * Content that is released dynamically: content whose elements are released atomically, as soon as they are ready, without waiting for a general release cycle, and which are dynamically integrated into the rest of the content at the moment of its release.

    Of these, I believe that dynamic release is actually the most interesting. Sarah makes an interesting distinction above between customized content and dynamic content. I’m not sure that the distinction she makes is sustainable if we only look at dynamic rendering. The rendering of a paper credit card bill does not take any longer than the rendering of an on-line credit card statement — it is the delivery that takes longer, and I’m not convinced that delivery speed should be considered a differentiator. The real difference between the paper credit card bill and the on-line credit card statement is that the credit card bill is rendered periodically on a schedule and is not dynamically updated when a new transaction takes place. Your on-line statement on the other hand, will show every transaction up to the present moment. It is dynamically released content.

    Dynamic content, and the dynamic rendering of content, are well enough understood these days. The interesting problems, I believe, are in the area of dynamic release — especially for domains like tech pubs.

    For a definition though, I would offer this: The creation and delivery of content that is dynamic in behavior, and/or dynamically rendered, and/or dynamically released.

  • Rahel Bailie

    It’s taken me a while to weigh
    in, mostly because with the calibre of comments on this post, I wanted to be
    sure that my remarks made a position contribution to the discussion. If I were
    to explain dynamic publishing to a non-technical professional at the director
    level, I would do so as follows:
     
    Dynamic publishing
    doesn’t happen auto-magically; there are four specific ingredients that go
    into the recipe for the dynamic publishing of content.
     
    First, let’s define
    content. Content is anything you can publish that is usable (readable,
    viewable) by humans. In other words, weird computer code that only geeks can
    decipher doesn’t count. Text, video, audio counts.
     
    Next, let’s define
    publishing. Publishing is the process of making content visible to your
    audiences. In the world of electronic publishing, that means getting content
    out of storage and put where someone can see it. The content could be stored
    in a flat file, a repository, a database, or similar place. Publishing it
    could mean sending the content to a web page, a CD, an e-book, or any other
    place where your audience can find it.
     
    Dynamic publishing,
    then, is sending a different combination of content to different people,
    through the use of software that automates the process.- The “automated”
    part is controlled by writing business rules that determines how the
    software decides to differentiate who sees what content.- The “dynamic” part
    is defined by how the software carries out the business rules.
     
    So dynamic
    publishing is the process of showing specific sets of content to different
    audiences,  carried out by software that
    analyses audience member choices, and then responds based on a set of business
    rules.
     
    After explaining
    this, I imagine I’d get a bunch of questions which would end up having answers
    such as:
    The quality of
    the dynamic publishing depends on the quality of the business rules, which
    depends on how well the business and user requirements have been thought
    through.
    The audience
    might make no choices (as in deciding what to show a person based on the
    country they’re in, which is decided by their IP address), or they might
    make a series of choices (as in filtering products until they have a
    sufficiently small subset of information to make an informed decision).
    Content is a
    garbage-in, garbage-out situation. To be able to deliver up the content in
    response to choices made (whether these are back-end or audience-end
    choices), the content has to be in a technical format that allows the
    appropriate software to understand where it fits in the business-rule
    delivery system.
     
    I know this is a
    less technical view of dynamic publishing, but probably a more
    business-friendly way of explaining it.
     

  • Rahel Bailie

    And I don’t understand why the formatting is all wonky in my previous comment. :(

  • http://www.thecontentwrangler.com/ Scott Abel

    Wow! You folks are bringing up all sorts of issues. And, I hear you. Definitions versus implementation. Simple but encompass everything needed to understand it and make it accurate. Vague, but not useless. I think we should be able to craft something that most will agree as the basic description and then add to it from there. I am going to invite a few more thought leaders to the conversation. Let’s see where this takes us. Thanks. If you have new revelations or thoughts, share them here. — Scott

  • http://www.facebook.com/profile.php?id=672252810 Steve Manning

    A definition for dynamic publishing, you say?  Here is my two cents
    worth.

    To begin with, my definition of publishing is simpler than Joe’s: 
    publishing, in the context of dynamic publishing,  is the act or
    process of converting or packaging content into the product that you
    will deliver to consumers and then delivering that product.

    Dynamic publishing is a publishing system/approach in which (1) the
    scope of the content to be included in the final output and (possibly)
    format of the output is defined at the time that content is actually
    published and (2) that scope and format are specified by the
    information consumers, either as on-demand requests or based on a
    defined profile .  

    In other words, you do not publish “canned” PDFs or HTML, but provide a
    mechanism for users to publish their own, customized, subsets of your
    content. 

    Consider the following scenario:

    An electronics publisher has four models of the same product with 20
    options that you can add on.  How do you document that product?  One
    book that documents all four products and all 20 options?  One book for
    each product (four total) with the options duplicated in the books? 
    Four books for the products and one for the options? Or, you might
    provide a web interface where a user can select the product and options
    they bought and, in real-time, have a custom PDF generated for them. 
    That’s one example of dynamic publishing.   Alternatively,  your
    publishing system reads the user’s profile in a CRM database and
    automatically generates a PDF for them.  That’s another example. 

    Dynamic publishing can be accomplished using a number of methods,
    including filtering content to hide stuff you don’t want to show/read,
    assembling discrete chunks of content (like topics) into books/etc.,
    pulling information from databases, or a combination of approaches.  It
    requires a complete understanding of your users, their needs, and your
    content.  It also requires a very thorough content architecture,
    including content and metadata specification.

    That might be three cents worth.

  • http://www.facebook.com/joegollner Joe Gollner

    OK. I have taken another run at a “definition” and this time with the benefit of pouring over the contributions of my colleagues. Below, I have tried to map parts of my proposed definition to ideas I borrowed from each of them. (Immature poets imitate. Mature poets steal. – T.S. Eliot)

    Here goes:

    Dynamic publishing delivers customized information products that help users to be optimally effective. Dynamic publishing achieves its goal by leveraging automation to assemble content resources according to users’ requests and according to the applicable business rules, and then rendering, packaging and
    delivering contextualized information products that they can use with whatever technology is available to them.

    Some background on sources:

    From Steve I took the importance of packaging and delivery – the things that make up the last mile and that sees the information products actually arrive in the hands of the users that requested them.

    From Rahel, I took the emphasis being placed on business rules which, in enterprise environments, can be an almost overwhelming concern. And by the way, I don’t think that the formatting of your comment looks wonky Rahel – if E.E. Cummings were to write a definition of dynamic publishing it would look like that.

    The stress that Mark places on dynamic release is a very interesting one. Also my experience confirms his assertion that the dynamic release of up-to-the-minute content can be the most profound change that a dynamic publishing capability can effect. I think that this becomes an “emergent property” of a dynamic publishing environment and so I have not found a graceful way to bring this out in the definition. Maybe someone else can. Or perhaps it is implicit in the capability laid out by the definition.

    From Michael, I specifically plucked the emphasis placed on automation and on the assembly of content resources (discrete components).

    I like Sarah’s definition because I spot in it some delightful details buried within its apparent simplicity. Specifically, I like the word “rendering”. In one of my more torturous decompositions of the “publishing” concept (in my past “Content Engineering” workshops) I break publishing into a whole sequence of process steps: selection, assembly, resolution, compilation, rendition and delivery. The hidden gem in Sarah’s definition (at least to my eye) is the fact that the “process of rendering” determines not just what content will be published but the presentation that will be applied. On one level this is obvious but on another it is not all that obvious. Perhaps I am reading too much into it, but to me this speaks to environments where the formatting rules are dynamically assembled and tailored in parallel with, and in exactly the same way as, the content itself. These are my kind of dynamic publishing solutions!

    From Noz, I jumped on the points he makes about “enriching” information products to make them optimally useful. This can include things like contextualizing the products so that related products can be recommended to users. This way, if they have further questions, or their interest takes them in new directions, they have somewhere to start. This is how “contextualized information products” made it into my elaboration of the core definition. Perhaps “enriched” is better but after years of using that term I have found it a little too abstract (again people might find that funny coming from me).

    From Don, I took further emphasis of the importance of semantically enriched (there’s that word again) chunks of content as the starting point for this next generation of dynamic publishing solutions.

  • Pingback: Publishing Dynamic Product Catalogs : The Dynamic Publisher

  • Mike McNamara

    A very interesting read with many different interpretations.

    There is no doubt about it, ‘Publishing’ is what we are talking about, i.e. “The activity of preparing and issuing of material for public distribution or sale” as one on-line definition puts it.

    Perhaps it’s the word ‘Dynamic’ that is a bit out of place in the phrase.

    Looking at some definitions for Dynamic, many of them talk about energy or objects in motion or continuous change, activity, or progress – some of which is definitely going on in Publishing at the moment.

    Maybe a better pair of words would be Flexible Publishing.

    To paraphrase a number of definitions for ‘flexible’ that I have seen:-

    “In the context of Publishing, one can define flexibility as the ability of a ‘process’ to respond to potential internal and/or external changes affecting its value delivery, i.e. the activity of preparing and issuing of material for public distribution or sale in a timely and cost-effective manner.

    So to answer the question (with a bit of further editing) What is Flexible Publishing?

    It’s the ability of a ‘process’ to respond to potential changes affecting its value delivery, i.e. the activity of preparing and issuing of material for public distribution or sale in a timely and cost-effective manner.

    I think that definition might stand firm whether it be used when a 100 scribes were brought in to produce 100 extracts from the King James Bible faster than 10 scribes could, to meet a production deadline; right up to using the latest and greatest Cloud based publishing platform to deliver an emergency Service Bulletin wirelessly to my front line flight engineer on their iPad.

    Hope this adds to the on-going discussion.

  • http://twitter.com/mbakeranalecta Mark Baker

    I am reading David Weinberger’s Too Big to Know, in which he talks about how science has changed in the Internet age and how traditional publication was actually an important defining element of the traditional scientific method. Publishing was a major step in the evolution of a scientific idea, and involved the prolonged and careful evaluation of the results and conclusions by a network of peers. This meant that science presented itself to the world as a series of stable authorized ideas, and that it consisted largely of conclusions. Most of the data, especially the data on failed experiments, was never made public. Today, however, in the age of open notebooks and networked data, the world has access to, and can participate in, scientific work in progress. This unprecedented access to data has produced some important discoveries that otherwise might not have been possible.

    Reading this made me realize that we are all (or most of us, at least) talking about publication in its old pre-Internet sense, as a monolithic act of an authority blessing information for distribution and thereby affixing to it an imprimatur. Publishing, in short, as marking the end of a lengthy process of collection, collation, evaluation, selection, analysis, and composition.

    But this is not what publication is in the age of the Internet. When I press the post button when I finish typing this comment, it will be published, without oversight or debate or delay, to everyone from Toronto to Timbuktu and from Manchester to Mandalay. In being so published, it will dynamically change the article which Scot originally wrote. The experience of the reader who reads it after I press the Post button will be different from the experience of the reader who read it before it did so. The conclusions and impressions they take away from reading it may be quite different from those of the people who read it yesterday (or not).

    In short, the answer to “What is dynamic publishing anyway?” is “this is”. What we are doing right here in this thread is dynamic publishing, for this topic is public and it is dynamic.

    The particular form of dynamic publishing we are engaged in here might be called distributed manual dynamic publishing (a category that would include Wikipedia), but there is very clearly a great deal of value to be realized from automated and centralized models of dynamic publishing. But as to the question of what dynamic publishing is, its this, what we are doing right here, right now.

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