Contents Overview 1 Lesson: Introduction to Electronic Catalogs 2 Lesson: Designing Electronic Catalogs 10 Lesson: Publishing Electronic Catalogs 21 Review 32 Lab A: Designing and Publishing Electronic Catalogs 33 Module 4: Designing and Publishing Catalogs Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. 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The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Module 4: Designing and Publishing Catalogs iii Instructor Notes This module introduces students to the design, creation, customization, publishing, and management of electronic catalogs. The goal of students will be to provide prospective buyers with the right amount of relevant information for them to make a purchasing decision. After completing this module, students will be able to: ! Describe electronic catalog components and schemas. ! Design an electronic catalog. ! Publish an electronic catalog to a trading partner. To teach this module, you require the following materials: ! Microsoft ® PowerPoint ® file 2420A_04.ppt ! Module 4 demonstration, Publishing and Uploading a Catalog, 2420A_04d005.avi To prepare for this module: ! Read all of the materials for this module. ! Complete the practices and lab. Presentation: 90 minutes Lab: 45 minutes Required materials Preparation tasks iv Module 4: Designing and Publishing Catalogs How to Teach This Module This section contains information that will help you teach this module. Lesson: Introduction to Electronic Catalogs This lesson introduces students to the basic concepts of electronic catalogs. Be sure that students understand catalog components and schemas before you discuss design considerations. Although most of the information in this lesson applies to any type of electronic catalog, the examples assume the use of Microsoft Commerce Server 2000 catalogs. The following information is specific to individual pages in this lesson. Emphasize the difference between the database where catalogs are stored and the catalog. Make sure that students understand the difference between creating their catalog from the master content source and transforming it to trading partner–specific catalogs. Depending on the experience of your students, this may be review material. The slide illustrates the five catalog components in Commerce Server 2000 by using the example of a silver-colored seat for men’s racing bicycles; the colored boxes on the slide show how the five components describe the seat. One of the catalog considerations is to provide electronic data interchange (EDI) compatibility. Although it is possible to translate between EDI and other schemas, be sure that students understand that Extensible Markup Language Common Business Library (xCBL) is based on the structure of the American National Standards Institute (ANSI) X.12 EDI specification and therefore provides a clear migration or interoperability path for earlier EDI systems. Lesson: Designing Electronic Catalogs This lesson introduces students to the skills that they require to maximize their catalog’s usability. Although a lot of information presented in this lesson, do not spend too much time on the details. Emphasize the importance of good catalog design and use negative examples to highlight common mistakes. The following information is specific to individual pages in this lesson. Provide real-world examples of good catalogs that follow the four design guidelines. More importantly, provide examples of poorly designed catalogs where buyer analysis has obviously not occurred. Even though you have mentioned the graphical user interface (GUI) and application programming interface (API) earlier in the module, this is where you should describe how to use these methods. If you choose to install Commerce Server for demonstration purposes, demonstrate the interfaces here. Have students draw their suggested catalog hierarchies on a white board. The proposed answer in the Instructor Manual is only one possible solution. Be prepared to discuss differences in students’ assumptions. Important considerations include: the buyer’s knowledge of bicycle parts, simplicity of the catalog structure, and the buyer’s likely browsing strategy. Be sure that students can justify their category designs. Overview of Catalog Design and Publishing Components of a Catalog Considerations for Choosing a Catalog Schema How to Determine Catalo g Content Methods for Creating Catalogs Practice Module 4: Designing and Publishing Catalogs v Lesson: Publishing Electronic Catalogs This lesson describes how to transform the catalog to a trading partner’s schema, publish it securely to the trading partner, and then manage updates to the trading partner’s catalog. The following information is specific to individual pages in this lesson. Many of the considerations for transporting and securing catalogs are the same as transporting any other document. Mention that you will revisit these considerations in Module 5, Processing Orders, when you cover transporting purchase orders. Catalog size restrictions are a significant limitation to suppliers. One method for addressing this limitation is remote shopping. Avoid discussing details on remote shopping here. Mention that you will cover remote shopping in Module 6. Lab: Designing and Publishing Electronic Catalogs In this lab, students will assess their trading partners’ requirements for product information. Then, they will decide on the structure and format of the catalogs and how to deliver the catalogs electronically to their trading partners. Be sure that the student teams are making progress to the end design as they work in their design teams. The design lab is scheduled for 45 minutes. Divide students into pairs or small teams, and ask them to spend 20 minutes reading and discussing the scenario. Then, have each pair or team present its answers to the class. Students will examine Adventure Works’s business drivers and motivations for engaging in business-to-business (B2B) e-commerce and for using a marketplace. Although the lab scenario provides a clear path to certain design decisions, it contains enough ambiguity to encourage student discussion and debate. Students may disagree with the answers that are provided in the Delivery Guide. For more information about Content Management Server 2001 and Commerce Server 2000, see the Microsoft Content Management Server Web site at http://www.microsoft.com/cmserver/evaluation/cmscs_ds.htm and the Student Materials compact disc. Disagreement is acceptable if students can provide adequate business or technical justification. To increase student involvement, ask a representative of each team to present the team’s answers to the class and then defend the design. Considerations for Choosing a Transport Protocol Methods for Managing Catalog Size Timing Discussion vi Module 4: Designing and Publishing Catalogs Customization Information This section identifies the lab setup requirements for a module and the configuration changes that occur on student computers during the labs. This information is provided to assist you in replicating or customizing Microsoft Official Curriculum (MOC) courseware. This module contains a single paper-based design lab. There are no hands-on labs in this module, and as a result, there are no lab setup requirements or configuration changes that affect replication or customization. Module 4: Designing and Publishing Catalogs 1 Overview ! Introduction to Electronic Catalogs ! Designing Electronic Catalogs ! Publishing Electronic Catalogs Trading Partner Trading Trading Partner Partner PO Supplier Supplier Master Content Source Master Master Content Content Source Source Catalog Management Catalog Management ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** As a supplier, you want to provide your trading partners with detailed information about your products or services. Traditionally, suppliers have used paper-based catalogs that contain organized lists of products and descriptive information or illustrations. Likewise, in business-to-business (B2B) e-commerce, suppliers organize their product information in catalogs. However, instead of using paper catalogs, suppliers use a digital format, called an electronic catalog, to create, organize, and maintain their product information. To be successful in B2B e-commerce, suppliers must design accurate and informative electronic catalogs and publish those catalogs to their trading partners. After completing this module, you will be able to: ! Describe electronic catalog components and schemas. ! Design an electronic catalog. ! Publish an electronic catalog to your trading partner. Introduction Ob jectives 2 Module 4: Designing and Publishing Catalogs Lesson: Introduction to Electronic Catalogs ! Overview of Catalog Design and Publishing ! Components of a Catalog ! Types of Catalog Schemas ! Considerations for Choosing a Catalog Schema ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** Whether you design a paper-based catalog or an electronic catalog, you must organize product information in logical product groups so that buyers can find the information that they need. Knowledge of catalog components and schemas enables you to design electronic catalogs that are complete, organized, and compatible with your trading partners. After completing this lesson, you will be able to: ! Describe the process of catalog design and publishing. ! Describe the components of an electronic catalog. ! Describe the different types of catalog schemas. ! Choose an appropriate catalog schema. Introduction Lesson ob jectives Module 4: Designing and Publishing Catalogs 3 Overview of Catalog Design and Publishing Master Content Source Catalog in Your XML Schema Catalog in Trading Partner’s XML Schema Publish Publish Publish Transform Transform Transform Trading Partner’s Catalog Publish the catalog: " Transport protocol " Security method Create Create Create 1 1 1 2 2 2 3 3 3 Create a catalog: " Categories " Attributes Transform the catalog: " Transformation method " Restructure categories ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** Making product information available to trading partners requires several steps. Using the data in your master content source, you must create, transform, and publish your product catalog to your trading partner. Designing and publishing electronic catalogs involves the following steps: 1. Create a catalog. Develop a categorization structure for your catalog. Then, using product information from your master content source, select and populate the attributes in your catalog. 2. Transform the catalog. Select a transformation method and transform your catalog to your trading partner’s Extensible Markup Language (XML) catalog schema. Because of differences in catalog schemas, you may need to restructure the categories in your catalog during transformation. 3. Publish the catalog. Finally, publish the transformed catalog to your trading partner. You must choose the appropriate transport protocol and security method before publishing the transformed catalog to your trading partner. Introduction Steps of designing and publishing a catalog 4 Module 4: Designing and Publishing Catalogs Components of a Catalog Product variant Product Attribute Value Category Bicycle Parts Catalog Women’s racing seat 011246 Black Brakes Seats Seats SKU SKU Color Color 011245 011245 Silver Silver Color Color Men’s racing seat Men’s racing seat SKU Color ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** A catalog is a list of products and product information that is organized hierarchically. The hierarchies help you gather and present your product information in a meaningful way. You use catalog components to describe your products. You may use several different components to describe a single product. A Microsoft ® Commerce Server 2000 catalog uses the following five catalog components: ! Categories. Groups of related products or other categories. Categories simplify browsing and make catalogs more usable for buyers. For example, you can create a category called Seats that contains every style of bicycle seat. You can also create categories that contain other categories. For example, you can create two top-level categories called Men’s Accessories and Women’s Accessories. Each contains its own hierarchy of product categories. ! Products. A discrete offering of a product or service. In an electronic catalog, most products are uniquely represented by a Stock Keeping Unit (SKU) value. For example, if you offer two racing seats, a women’s racing seat and a men’s racing seat, your catalog will include a product definition for each product. ! Product variants. A small difference between products. For example, your catalog offers a men’s bicycle seat in six colors. Instead of defining six products, you can define a single product with six product variants. Introduction Catalo g components [...]... site at http://www.microsoft.com/biztalk/evaluation/hipaa 10 Module 4: Designing and Publishing Catalogs Lesson: Designing Electronic Catalogs ! How to Determine Catalog Content ! Considerations for Designing Catalog Structure ! Guidelines for Creating Categories ! Guidelines for Designing Catalogs ! Methods for Creating Catalogs ! Practice: Designing a Catalog Structure *****************************ILLEGAL... Inc., and VerticalNet, Inc Note You can download the catalog schema for cXML from the cXML Web site at http://www.cxml.org Module 4: Designing and Publishing Catalogs ! 7 XML Common Business Library (xCBL) xCBL is a set of XML business documents that were created by Commerce One, Inc and modeled after the electronic data interchange (EDI) standards American National Standards Institute (ANSI) X.12 and. .. Catalog Men’s Men’sRacingParts Women’s Men’sRecreational Parts Women’sRacing Parts Women’s RecreationalParts Module 4: Designing and Publishing Catalogs 21 Lesson: Publishing Electronic Catalogs ! How to Transform Catalogs ! Considerations for Choosing a Transport Protocol ! Methods for Publishing Catalogs Securely ! Methods for Managing Catalog Size ! Guidelines for Managing Catalog Updates ! Practice:... buyer may search, such as Universal Standard Products and Services Classification (UNSPSC) codes ! Design an appropriate catalog structure Consider the size, catalog schema, and usability needs of your trading partner A poorly designed category structure may frustrate your trading partner, which may lead to lost sales and customers Module 4: Designing and Publishing Catalogs ! Identify trading partner... completing this lesson, you will be able to: ! Transform catalogs to the appropriate schema ! Choose a catalog transport protocol ! Describe methods for publishing catalogs securely ! Describe methods for managing catalog size ! Manage catalog updates after the catalog has been published 22 Module 4: Designing and Publishing Catalogs How to Transform Catalogs Your Catalog Schema Your Trading Partner’s... 30 Module 4: Designing and Publishing Catalogs 2 How will transforming your catalog to cXML present a challenge to publishing your catalog to your trading partners? How will the size of your catalogs present a challenge to publishing your catalog to your trading partners? cXML 1.1 restricts your catalog to a flat hierarchy of categories You can use Commerce Server to create highly categorized catalogs. .. these categories and product variants differently 6 Module 4: Designing and Publishing Catalogs Types of Catalog Schemas Catalog schemas Catalog schemas Description Description Commerce Server Commerce Server 2000 2000 " Default catalog schema in Commerce Server 2000 " Default catalog schema in Commerce Server 2000 " Flexible catalog creation and management " Flexible catalog creation and management... technology industry uses RosettaNet, and the health care industry requires the Health Insurance Portability and Accountability Act (HIPAA) schema If your organization has a large investment in legacy infrastructure, such as customized EDI systems, consider creating a customized schema for catalogs in either XML or flat file format Module 4: Designing and Publishing Catalogs 9 Note For information about... You can use Public Key Infrastructure (PKI) to encrypt the catalog file, and then use a nonencrypted transport method Using file encryption requires that you work with your trading partner to select an encryption method that both organizations can support Module 4: Designing and Publishing Catalogs 25 Demonstration: Updating and Publishing a Catalog *****************************ILLEGAL FOR NON-TRAINER... server 26 Module 4: Designing and Publishing Catalogs Methods for Managing Catalog Size Transport Protocol Limitations Trading Partner Limitations Supplier Supplier Trading Trading Partner Partner To manage catalog size limitations: To manage catalog size limitations: " Create multiple catalogs " Create multiple catalogs " Reduce attributes " Reduce attributes " Create customer-specific catalogs " . Module 4: Designing and Publishing Catalogs 1 Overview ! Introduction to Electronic Catalogs ! Designing Electronic Catalogs ! Publishing Electronic Catalogs. Content Methods for Creating Catalogs Practice Module 4: Designing and Publishing Catalogs v Lesson: Publishing Electronic Catalogs This lesson describes