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Entries tagged as techpubs

Putting content into context in a wiki - especially in a large environment

April 28, 2008 · 2 Comments

An interesting read on the front page of wordpress.com of all places. I enjoy random clicking, and this one came up with a great commentary on the difficulty of using a wiki to get how to information.

From Learning about Second Life from Google:

Over at SL, the main source of information is on the WIKI, which in my opinion has some great information but because Linden primarily lets the users run the show isn’t as helpful as some sort of information clearing house. Trying to sort out how to sculpt, for example, is an exercise in total frustration. There are some wonderful tutorials, but SL does nothing to properly aggregate and put these tutorials into context.

I wonder what Second Life could do to properly aggregate those tutorials to meet this user’s needs? I suppose long-time wiki writers would answer: use categories and encourage tagging, while looking out for orphans. Any other ideas?

I got a great question from Tom Johnson of I’d Rather Be Writing:

I’m just wondering if you have any thoughts on the WordPress Codex, http://codex.wordpress.org/Main_Page. Yesterday I was looking at this Codex wondering what to make of it all. I think I want to be a contributor, but there are so many topics. It’s chaotic. The organization is like a maize. I don’t know if I should go in there with a wrecking ball and rennovate, or not. Probably 25% of it is outdated. What happens to those outdated pages? Will I offend people if I just delete things that are outdated?

Can you recommend a book or strategy for making sense of massive wikis? Where should I start? I spent a good hour editing a page of it last night that I considered critical. It’s then that I realized this is a huge project and I have no sense of direction. Any insight you can give me would be much appreciated.

With the OLPC wiki, David Farning on the Library list went through the wiki and said he found these categories. It’s quite an accurate content analysis from what I’ve seen, so I was impressed. At the same time, it also helped explain my initial wonderment at how to wrap my arms around the entire wiki - and in fact, it is barely possible to do.

Content
1 Philosophy
2 Contributing
3 Creating
4 Curatoring

5 Projects
Deliverable
In progress
Ideas

6 Management

Once David came up with these categories, he then asked SJ Klein, director of community content and long-time Wikipedian, if he thought the wiki needed structure.

SJ said that the wiki is purposefully without hierarchy - flat, especially for projects, to not force a parent or sibling sense for projects. He also said, however, if you have a specific tree hierarchy in mind, feel free to develop the idea in some temporary space.

So, when working on a large wiki if you have good organization ideas, set them up, and then ask for community feedback. Seems like an appropriate approach to a large wiki.

Other ideas for starting out in a large wiki environment:

While it might seem like it’s a question similar to “how do I get started on a huge writing project?” in my experience, wiki editing has some subtleties due to the collaboration and community vibe already present behind the pages. You have to work harder to figure out that vibe, and then determine your course.

For new people, there’s the whole question of getting a feel for the community so you can start to answer “who am I going to potentially irritate by editing this” and “as a newbie do I have the confidence I’m right?”

So, knowing your role within the wiki community is a first step. You might take a while to get to know who’s there, what their roles are as well, and where you might best fit in. Introduce yourself with your profile page, following the WikiPattern, MySpace - see http://www.wikipatterns.com/display/wikipatterns/MySpace.

Just like a newbie on a writing team, find out if there’s some scut work that you can do to get your feet wet, if needed, to gain the community’s trust.

Deletions are going to bring much more wrath in a wiki situation, I would guess, so they seem risky to do to start out. If you do think something needs deletion, message or email the original author or the big contributors and ask if it’s okay to mark it for deletion. Then, mark it, and hope that someone else (a wiki admin) determines if it should be deleted.

Start small, like tagging, or applying templates. That’ll help you get a feel for the bigger picture.

Let us know your ideas for wrapping your head around a large wiki, we’d love to hear them.

Categories: writing
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Wiki as online help source

April 18, 2008 · 1 Comment

A response to the question, Wiki-to-Help? on the Help Authoring Tool Yahoo Group.

One of our test engineers (and the lead developer of our company wiki) just approached me with the idea of using our company’s internal wiki as the central repository for all company material and using it to generate online help.

I’m following the discussion with interest. I, too, had a similar question asked of me from a developer when we were working in an Agile development environment at BMC Software. In that case, which was at least three years ago, the matchup between the wiki HTML output and the HTML output I needed for our particular help system just wasn’t a good fit. But today, there are better pairings, input to output. I think it’s feasible to go from a wiki to an online help system. It really depends on what output you need, and what you’re willing to do to ensure that the wiki source is worthy of publishing (tested, vetted, trusted, and so on).

I’ve been working on wikis as source for manuals, where the output is a PDF file. In general, yes, wikis are a little clumsy to work in for authoring. For example, some wikitext doesn’t understand that you want a numbered step list with images in between each step and that you want the numbering to continue after each image. So if you’re accustomed to a nice HTML authoring interface, a wiki authoring interface will “feel” like a step about 10 years back in time. :)

On the more interesting issue, the cultural issue (or the career issue, depending on how you think about it), I think the basis of most arguments against using wikis as source is the fear of loss of authoring control. See wikipatterns.com for the many anti-people patterns that wikis tend to foster if you don’t take steps to avoid them. I especially liked one of the responder’s comments to the list that he didn’t want to become an editor for a wiki. I think he’s right - that “magazine editor” is one of the roles you could take as a wiki-based author. You could also consider your role to be “community director” if you think you can motivate others to contribute to your wiki that will eventually be the help system. There are different roles that will evolve, and it’s up to you to figure out what role might work well in your environment (or if it would work at all). I wrote up a blog post last week about determining where your role as technical writer is most valued in the company, and building from that role.

I believe the cultural or social difficulties are the more difficult hurdle - you have to ensure that the community surrounding a wiki (those that can and will edit) is a group that is willing to work together and collaborate towards the common goal of publishing a customer-facing help system from the wiki. In a SXSW Interactive session titled “Edit Me! How Gamers are Adopting the Wiki Way” one panelist said that a core group of five editors on a wiki may be the best practice for the size of the group. This type of small number is represented and described in the 90-9-1 theory on wikipatterns.

A solution that might help you wrap your arms around the wiki as source is to set aside only one area or category of the wiki as the articles from which the online help gets generated. Again, without knowing the wiki engine you’re working with and the types of output you’d require, it’s difficult to know if a “wikislice” solution could help in your situation.

Anyway, I could go on and on (and I believe I just did go on and on) about using wikis as source for end-user documentation. I’m pleased that Sarah O’Keefe has just published a white paper titled “Friend or Foe? Web 2.0 in Technical Communication” that should be helpful as we begin to define our roles in each company and how we integrate user-generated content with our own on our product’s web sites.

I hope this information can help you build an argument for or against the use of wikis as source for online help. Please let me know the eventual outcome, and I’d love to hear your thoughts on my response.

Categories: social media · techpubs · writing
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Technical writers and conversations

April 4, 2008 · 7 Comments

I’m continuing my musings on connected conversations and tech pubs since there were such great comments and conversations going on with it.

I had an “ah ha” moment at SXSW Interactive, when one of the social media metrics panelists Rohit Bhargava said he sees three areas or channels for measurable conversations - Public Relations, Marketing (Sales), and Customer Support.

For me, those three categories crystallized this connection: where our role as tech pubs is strongest in an organization, that’s where we might start successful conversations.

Gordon McLean’s post cites Marketing and Sales as a strong tie-in, and sure, I’ve seen that and worked in that type of environment. Marketing concepts such as Business Service Management and white papers about ITIL were the primary reason and communication idea I used when I started my blog at talk.bmc in 2005. Product documentation that helps drive sales or close deals is a great method for proving our value.

Tech support seems the best alignment for many companies, as Charles Jeter’s follow-up points out. Tech publications that drive down support costs are another area where value proof lies.

Where tech writers don’t stand much of a chance, based on my limited experience, is public relations. We tend to be a fact-finding lot, not the “spin doctor” type, nor are we necessarily prepared or educated in the ways of crisis communication. I myself cringe to think of having to write blog entries for Southwest Airlines after the recent safety fine. There’s a great case study on crisis communications at BlogWrite for CEOs - Case Study: Southwest Airlines’ Corporate Blog and Crisis Communications and reading it makes me realize how difficult it can be to blog for a company as a representative of a company.

Now, my question is, will companies pay technical writers for a conversation rather than a deliverable? Perhaps only if there are some metrics to prove worth and value.

Categories: writing
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Examples of content providers blogging for customers

March 26, 2008 · 10 Comments

Sarah O’Keefe wrote up a nice summary of the WritersUA Pundits Panel, and Bogo Vatovec (of Bovacon)  made a statement something like this:

Introverted technical writers will not be writing help any more and will be replaced with experts moderating support forums. … Technical writers can no longer afford to hide in their cubes, they must go out and become experts and talk to the users.

I left a comment on her post that I see a similar future for our profession, although I do not have a value placed on introversion versus extroversion - likely introverts make perfectly good community managers and forum moderators since they can do that from their desks for the most part.

But, it does take some bravery to put your real personality online. I’ve found that a few of us are doing that - going from technical writer to blogger writing directly to customers.

While many of us blog to an audience of other professional writers, there are technical writers out there who are blogging to their end-user audience. Here are two examples:

  • Another example is Dee Elling’s blog for CodeGear users. This entry offers a great example of a real conversation with customers. I applaud her bravery (and emailed her to tell her) in facing these sometimes abrasive responses with a sense of customer service and helpful attitude. She doesn’t always have a good message to bring (they are working furiously to give their customers more code examples which we all know is time-consuming and difficult). But she brings a message directly to customers anyway.

Is anyone else talking directly to their customer base with their blog? Consultants in technical writing and content management are definitely talking to current and potential clients - Palimpsest is Scriptorium’s blog, The Rockley Blog, The Content Wrangler, and DMN Communications to name a few. But what about conversations with end users? I’d love to see more examples.

Categories: blogging
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Can DITA train writers? Or does it require too much programming?

February 13, 2008 · 7 Comments

DITA for writers (content creators)

I just did a search on amazon.com for books for beginning technical writers and also to investigate what books are being written for our profession and for others wanting to start in our profession. I came across a book called Writing Software Documentation: A Task-Oriented Approach that suggests three categories for writing:

  • writing to teach (for eager learners)
  • writing to guide (for reluctant users of the product)
  • writing to provide a reference (for experts who need only occasional support)

I immediately saw a connection to the three content types that DITA prescribes:

  • concepts to teach understanding
  • tasks to guide performance
  • reference to offer facts or lists of information

Because writers have to immediately place the information they want to record into one of these three types of information, they are being trained on how to write in a task-oriented, performance-based manner, via DITA. I am especially interested in this “training” for wiki authors and talked about the idea at our recent presentation at the Central Texas DITA User Group meeting.

DITA for publishers (formatters)

Recently a few techpubs bloggers have been talking about DITA and its weaknesses, such as a lack of online help outputs, and how difficult it can be technically if you don’t already have a staff with pseudo-programming skills. Gordon Mclean writes “DITA is not the answer” and I think the question he is trying to answer is, “what is a single-sourcing tool we can use in our environment (which includes Technical Communications, Training, Pre-Sales and Marketing) with our current resources?” Instead of DITA, it looks like he’ll go with Author-it.

Since I just this past year moved from BMC, which is still moving to DITA, to a small techpubs group that uses Author-it, I can understand his reasoning and agree with his business case assessment. The toolchain for DITA is very nearly there, but often a CMS-based approach has too much overhead for small companies. It can be cost overkill when you have few topics to contain.

Scott Nesbitt followed up with his post, “DITA’s not THE answer for single sourcing.” I think he’s spot on with the analysis “it’s difficult to get good PDF or online help from DITA without extensively customizing XSL stylesheets or passing DITA source files through tools like FrameMaker, Flare, or WebWorks.” One of his commenters said something about consultants smelling blood in the water, yikes. In other words, I think he meant that XML consultants knew how much customization would be desired and can have a feeding frenzy on the potential work possibilities. My guess is that the people who have been around XML for years know that there are still basic needs for output, and their experiences have shown them that nothing that is structured is an “out of the box” experience. So much of the success depends on your content to begin with.

I’ve found the same conclusions about the output in my experience. When you dig into single sourcing, be it with DITA or another tool (Madcap Flare, Author-it, FrameMaker, RoboHelp, and the Adobe Technical Communication Suite) the real business-case killer seems to still be, where can I get pretty PDFs that are formatted just as I like them? With DITA, one answer is to go get the Mekon FrameMaker plug-in for the DITA Open Toolkit. No XSLT-FO knowledge required.

People love their tools to get their pretty PDFs or sleek online help systems. Plus, so many of the employers out there have a lot of content that looks pretty nice already in a specific tool. The legacy documentation may be one reason why hasn’t DITA helped our industry get away from tool love. Tech writers and their employers fall in love with tools. I’m not saying Gordon or Scott are tool lovers, but certainly some people they’re hiring will be. There is probably also an element of “if it ain’t broke, don’t fix it.”

DITA for all?

Sarah O’Keefe has a thought-provoking analogy in her comments on her post signed “DITA Dissident.” The analogy is that creating desserts using a frozen pie crust is one method of getting results. If a pretty PDF is your ultimate dessert, then for some, DITA is a bag of flour, meaning you’d better be a skilled baker if you’re going to use it for the best pie (PDF) ever. For others, DITA is a frozen pie crust that makes a perfectly good cherry pie (PDF) or apple pie (plain HTML) or chocolate creme pie (Eclipse help). Although isn’t the filling the content and the pie crust the DITA map?

Their conversation first started with Eliot Kimber discussing DITA’s use for narrative documents. Alan Porter talks about DITA use for narrative writing as well, but in a different line of thought in his post, Is DITA Just a Story?

All the posts I’ve linked to are enjoyable for me to read and to point to and to think about. I’ve read it before, and I’ll say it again, I believe along with others that DITA has the potential to transform our industry. Just last night I said to the San Antonio STC group, today we all speak HTML tags pretty fluently. In ten years, will we all speak DITA tags just as fluently? “I wrote the shortdesc according to the guidelines and it works for the topic, but I am not sure if my conref target is going to be there every time. I guess I should rewrite the concept topic.” Heed the warnings and experiences of others before making the leap to topic-oriented single-sourcing or your expectations and those of your customers may not be met.

Categories: writing
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Adding Google Analytics to your Author-it generated HTML pages

January 24, 2008 · No Comments

I’m learning about Author-it’s HTML templates today, and how to insert Google Analytics code (or any other code, really, such as adding an automatically updating variable for “Last modified by” with user or date information.)

But my task today was to insert Google Analytics code. (As a prerequisite note, we already have all our documentation available on an external site at docs.imis.com.)

First, I created a Gmail account for our department. Next, I created a Google account. Then, I went to the Google Analytics page and signed up for an account there, entering the name of our externally-accessible documentation site.

At the end of the sign up process, Google gives you javascript code that you want to place directly above the closing body tag </body>. Fortunately, the way that Author-it sets up the HTML templates, all of your Author-it topic data is inserted at a point where the <aitdata> tag appears in your HTML template.

The HTML templates are typically stored in C:\Program Files\AuthorIT V4\Data\Templates\Plain HTML, although other types of HTML templates such as DHTML and HTML Help templates are also available. These are the files I discovered that Google Analytics needed to be installed on.

  • I edited the body_template.htm file and located the <aitdata> tag. I copied the code from the Google Analytics page and pasted it below the <aitdata> tag.
  • I edited the html_frameset.htm file and added the Google Analytics code in the <head> area as instructed by the Google Analytics help, which, as a side note, has a set of completely question-based articles, as in, all headings are written as a question. Fascinating. The topic is “What should I know about using Analytics with Framed sites?

Now, republish the HTML from your Author-it topics and your Google Analytics code is available on each page. After about 24 hours we started collecting data.

google_analytics.jpg

Let me know your experiences using Google Analytics to monitor your user assistance site traffic - what metrics are you seeking? Are there any conversion goals we should set up? One metric I am considering is trying to monitor how often the Word .doc files are downloaded. Does anyone have tips or tricks for us?

Update: I found this blog entry, Tracking document downloads in Google Analytics, and it contains hints at what I need to do to track our Word document downloads. However, I think that this article from the Google Analytics Help, How do I track files (PDF, AVI, or WMV) that are downloaded from my site? contains the method I’ll try first.

Categories: tools · work
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The Rockley Blog - wiki’s delivery mechanisms

December 13, 2007 · 2 Comments

I’m thoroughly enjoying the new Rockley Blog at http://rockley.com/blog/. I’m so glad Steve Manning and Ann Rockley are blogging, especially about wikis.

I appreciated Steve’s post “Wikis for Documentation” especially where he says that the delivery side is the weak point still. Agreed, but I have seen pockets of improvement there and need to be blogging heartily about them.

About three years ago I was equally as unconvinced of a wikis usefulness for end-user doc. An Agile-advocating developer mentioned the idea of using wikis so that the end-user doc could stay in sync with their fast Agile iterations. Yipes I thought! Wikis did work well for convincing the developers to contribute their knowledge, though, and internally they became a useful knowledge sharing (and finding) system.

Now I’m starting to see more and more actual customer need for them. I just had a great discussion about the difference between what a customer needs and what a customer thinks he or she wants, though, so some of what’s necessary is interpreting whether a wiki can fulfill a customer need. I got a small chuckle out of the title of this blog entry - Wikify Documentum Already - but he’s talking precisely about the gains you and your customers make when documentation is in a wiki. The interesting momentum going now is whether the current large enterprise content management systems can start to see the value in a wiki output, or whether the wiki engine providers themselves are going to catch up with the full feature set available in the large enterprise systems.

But wow, I’m learning how difficult wiki maintenance and trust patterns can be while using the wiki.laptop.org site to help out with their end-user doc. In some ways, wiki doc is more difficult than using the real CMS tools that we’ve become accustomed to (read: spoiled by). But I’m also learning how amazing the collaboration opportunities are when using a wiki. I’m still marveling at the communication going on in the discussion pages as well as the volunteer spirit that has come through a request on an art network.

So, what to do to get decent output for content delivery using the multiple channels that us advanced single-sourcers are already accustomed to? I’m planning to move the XO’s end-user doc towards the Flossmanuals.net model of a highly customized Twiki implementation where you can get and print a PDF from the wiki. I can’t wait to learn more and I’ll blog about it as I find out. It’s a step in that direction, though, where you deliver user guides and online help and web sites tailored to the needs of specific audiences. Language translations in a highly distributed environment are going to be an important part of the project, and I’m curious about how Flossmanuals provides for that aspect. riverbend.jpg

I’ve learned that you can write a Confluence plug-in that will take DITA source and turn it into wiki text. Confluence has PDF output capability as well, so it’s another step in the right direction to get that just-in-time content delivery that a customer needs (but doesn’t know that they want.)

Putting documentation in a wiki (or any really-well-indexed web location, really) can increase findability. If you get internal comments that say “you haven’t documented this particular feature enough” and you feel the feature is sufficiently documented, examine the findability of your documentation.

Also in our user advocacy role we are learning how to listen to customers and then interpret their needs. As information acquisition continues to gather speed, we not only provide the information but should also make informed choices about delivery methods.

Examples of what a customer wants but might not know that a wiki can deliver:

  • What’s new with the product?
  • How do I interact with documentation, support, the company represented as an actual live person?
  • I want immediate information updates.
  • I want to discuss the nuances of an implementation decision.
  • I need to find others who are attempting what I am in the same type of field (insurance or banking).

What are your thoughts? Are we spoiled by our advanced delivery systems and waiting for wiki engines to catch up? Or are wiki authoring and delivery systems already giving us collaborative opportunities that are unparalleled?

Categories: wiki
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Author-it and converting UTF-16 to UTF-8

December 4, 2007 · No Comments

In trying to modify multiple Author-it topics (okay, 5,119 topics) with variable assignments, I have had to work with the XML output that Author-it exports.

To export to XML, you select a topic or multi-select topics, then right-click on the selection and choose XML > Save to file.

Turns out, Author-it outputs its XML encoded with UTF-16, but apparently most Windows applications understand UTF-8. When I tried to open my freshly export XML file, XML Copy Editor gave me an error.

So I had to discover how to convert the XML from UTF-16 encoding to UTF-8 (and you can’t just open it in Notepad on Windows and change the 16 to 8, there are other embedded characters indicating the encoding, and, well, it’s encoded.)

First, I used the identity transform documented many places, my favorite place being the XSLT Cookbook, to convert the Author-it output to UTF-8. Here’s the XSLT code for that:

<xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0"> <xsl:output encoding="utf-8"/> <xsl:template match="@*|node()">

	<xsl:copy>	 	<xsl:apply-templates select="@*|node()"/>

	</xsl:copy> </xsl:template>

</xsl:stylesheet>

I just ran the above transform against the AuthorIT Objects.xml file I exported, using the Instant Saxon XSLT processor.

Then, I wanted to remove all <VariableAssigments> elements, effectively removing an entire node. Again, the identity transform (or copy transform) was effective. And, I learned that I had to identify the AuthorIT namespace thanks to this excellent helper article, Handling Default Namespaces on topxml.com.

<?xml version="1.0" encoding="UTF-8"?>

<xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0"

xmlns:ait ="http://www.authorit.com/xml/authorit">

<!--Match everything using identity copy-->

<xsl:template match="@*|node()">

	<xsl:copy>

	<xsl:apply-templates select="@*|node()"/>

	</xsl:copy>

</xsl:template>

<!--Remove all the VariableAssignment nodes-->

<xsl:template match="ait:VariableAssignment">

	<xsl:comment>Removed VariableAssignment element</xsl:comment>

</xsl:template>

</xsl:stylesheet>

This transform is pretty dangerous, though, because it’s taking away all the VariableAssignment elements, and you might have valuable metadata stored that you would quickly blow away. So use with care.

This workaround is likely also useful for DITA and XHTML files, because Author-it outputs its DITA and XHTML files as UTF-16. I haven’t investigated its usefulness for those areas, but a quick search on the Author-it-users group on Yahoo revealed that sometimes people want UTF-8 rather than UTF-16. So, I hope this helps.

Categories: tools
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Q and A about Author-it and DITA - guest post from Mike Stockman

November 29, 2007 · No Comments

I read this recent conversation on the author-it-users Yahoo Group with interest. I haven’t had a need to author DITA topics with Author-it, so I have to rely on others for information on how it works. With Mike Stockman’s and Tony Watkin’s permission, I’ve written their Q&A as a blog entry.

Tony: What are your experiences with using Author-it for DITA output?

Mike: The DITA output is partial. That is, they don’t support a lot of DITA features, so that most table definitions are not passed through, bookmaps aren’t supported (although ditamaps are), reflinks aren’t supported, syntax diagrams aren’t supported, and so on. However, it’s definitely usable, so that AIT puts out the four DITA topic types (task, reference, concept, and base) properly structured, index entries are supported, tables and images are handles correctly, and so on. The best test would be to publish to DITA and see whether the results are what you’re expecting.

Tony: Is there a mechanism provided by AuthorIT for being able to search within the DITA XML generated output afterwards from within the browser when accessing the DITA output directly from the browser (i.e. not via AuthorIT)?

Mike: There is no mechanism provided by AIT for viewing DITA output. Once you have the DITA output, you can either view the XML code, or transform it into something more viewable, such as XHTML or PDF. Grab the DITA Open Toolkit, available at <http://dita-ot.sourceforge.net> for all of the tools you’ll need to transform the DITA into something else.

Tony: Also, does AuthorIT just output XML when publishing DITA or does it also produce corresponding XHTML?

Mike: AuthorIT publishes DITA by first publishing to XHTML, and then transforming that to DITA. It does not, however, leave the corresponding XHTML behind, so you can’t view it. Your choices for viewing XHTML would be to either publish from AuthorIT to XHTML directly, or transform the DITA to XHTML.

Mike’s final comments

AuthorIT’s DITA is not a fully-developed DITA solution, so don’t expect it to be. Instead, AuthorIT’s DITA output is great when you have a need for single-sourced output to multiple formats, such as if you needed Word, XHTML, *and* DITA. Where I work, for example, we use AuthorIT’s Word output for our printed docs and PDF, and use the DITA output to create our online help. If you need the advanced features of DITA that AuthorIT doesn’t support, I’d suggest going to an all-DITA authoring environment and avoid AuthorIT altogether.

Categories: tools
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Something old, something new - design patterns

November 16, 2007 · 2 Comments

I’m feeling a little late to the party of patterns that I’ve been reading about lately, but after attending Michael Hughes’ STC webinar presentation “Pattern Language as a Workshop Management Tool” where we saw patterns for user assistance, and we were really intrigued by an internal wiki page he pulled up giving DITA patterns to IBM info developers. Turns out, he had read my wiki article from STC Intercom and has been working on that internal wiki for a while.

His article, “A Pattern Language for User Assistance” is an excellent read. He introduces the idea that you can use a template to describe where a user might be triggered to seek assistance and then describe how to contextually place assistance and offer wireframe models for others to follow when implementing user assistance. A pattern template can be as simple as “here’s the context, here’s the solution, let’s name it as the How-to pattern.” Michael Hughes’ pattern template is slightly more complex but context and solution are the basic elements.

I went on the hunt for more examples of User Assistance Patterns. I found both JoAnn Hackos’ article “Design Patterns: Creating Consistent Information Designs for Print and Web and the DITA design patterns article on DeveloperWorks. Both are great article, and as a co-worker said, the guys at IBM are doing some of the most advanced information architecture and design available today. And even two and three years ago I might add.

Our group discussed how we’d really like to ensure that our user assistance (UA) patterns follow DITA’s patterns – because in Austin, more and more writers that we would potentially hire will be familiar with DITA. So if our UA patterns already match DITA’s patterns, it’s that much easier to get a new writer up and running.

Don Day said that there is a new Help workgroup with the OASIS DITA Technical Committee that will specify patterns for organizing UA sets. This type of work would help immensely with merged help sets even within one company, not to mention plug-ins for open source software projects and the like.

Don also alerted me to the DITA Troubleshooting plugin contributed by an info dev team at IBM. I plan to investigate further because that work would give any information architect a huge head start on designing topics for troubleshooting. An excellent reusable pattern indeed. They even have 12 role-based elements for use in responses when there is a problem - I imagine the use is for writing different instructions for sysadmins who might respond differently than end-users - but I’d need to really study the implementation.

Bob Doyle has mentioned patterns as well, in this Best Practices Reporting with DITA post. He sees the helpfulness of Object Oriented Design Patterns - which are the famous example among programmers - and he proposes a design patterns domain. Very interesting idea.

So while in some ways I’m late to the pattern party, in other ways, many opportunities still abound for reusable patterns in user assistance and other design patterns for technical communication that can be DITA-based. The ultimate vision - one set of patterns that all technical communicators can use and that these patterns plug in with each other with few seams. (Sewing metaphors should be allowed. This is about patterns, after all.)

Categories: DITA · writing
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