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Industry insights

Industry insights

WritersUA: Wireframing tools and techniques

Michael Hughes, IBM ISS Security Systems

Yay, I finally get into a session.

Wireframes can be high fidelity (rendered dialog box that looks like the real thing) or low fidelity (sketch on a bar napkin). Fidelity actually has several components: appearance, medium, and interactivity.

Low fidelity appearance is something that looks (or is) hand drawn. High fidelity looks like a finished UI. Low fidelity appearance can be advantageous because people don’t get distracted.

Low fidelity medium is paper; high fidelity medium is an actual user interface.

Low fidelity interactivity is static—a picture of the thing. Then, you have scripted interactivity, where you take people through a scripted, controlled sequence. Next is intervention…the user says what they would do and then the UX designer shows them the next result. This can be done with paper prototypes. Finally, you have functional interactivity, where the various UI components actually work.

Low fidelity advantages: Quick, easier, and cheaper to create and modify. More importantly, people are more willing to give feedback on something that looks finished. People are afraid to give feedback on something that looks polished because they don’t want to hurt your feelings, but if you provide a low-fidelity wireframe, you will get much more candid feedback.

Low fidelity disadvantages: You might get detailed feedback on irrelevant details (“this button should be square and not rectangular”). Limited ability to watch users interact. Some users cannot visualize the final product from a low-fidelity version.

High fidelity advantages: The prototype is more realistic. Easier to understand and less room for misinterpretations. You can watch the users interact with the design.

Low fidelity disadvantages: More expensive to create, less encouraging of feedback, people focus on minutiae, easy for designers to become emotionally involved.

(“You might throw in lorem ipsum text and then have people correct your Latin.”)

As you move farther into development, fidelity generally needs to increase.

Higher fidelity is important when you have higher usability risks due to lots of interactivity, complex UI, new interactions and content (for dev team or users), where in user task flow does UI occur (earlier is riskier).

Tools & their best uses

Bar napkins: Good for early conceptual designs, not so good for felt tip pens and putting a wet beer glass on.

Paper prototypes: Can create the various interfaces and do some paper-based flow testing. Not so good for a sense of scale or for assessing content.

PowerPoint: Can do hyperlinks and action buttons. Create each interface on a slide and then link them with PP features. Use slide sorter and rearrange to simulate various user workflows. For web design, put a browser window on the slide master to force you to stay in the browser space. Good for sense of physical navigation, planning layout, producing paper output, presenting look and feel for interactive web pages. Not so good for complex interactions and for look and feel of applications.

Visio: Pretty good set of widgets for making realistic-looking dialog boxes. Similar pluses and minuses as PowerPoint, but also good for look and feel of applications. Can use to incorporate wireframes with flowcharts, use case diagrams, and other macro-design tools.

Balsamiq Mockup: Presenter’s favorite tool (mine, too). Extended demo. If you’re interested, try it online for free. Realistic enough to help designer imagine what the user experience will be.

Pencil (Firefox plug-in): “they have the world’s worst online help”

Axure demo: Can build tooltips. Higher fidelity than Balsamiq. Lets you take note and annotate the fields and then print as a Word file. Use to lay out business rules, alternate text, and more. Suitable for Web 2.0 interactions, which are difficult or impossible in Visio.

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Industry insights

Cardinal sin of blog (and technical) writing: making the reader feel stupid

Want to get me riled up? You can easily achieve that by making me feel stupid while reading your blog.

I read a lot of blogs about technology, and I’ll admit that I’m on the periphery of some of these blogs’ intended audiences. That being said, there is no excuse for starting a blog entry like this:

Everyone’s heard of Gordon Moore’s famous Law, but not everyone has noticed how what he said has gradually morphed into a marketing message so misleading I’m surprised Intel doesn’t require people to play the company jingle just for mentioning it.

Well, I must not be part of the “everyone” collective because I had to think long and hard about “Gordon Moore’s famous law,” and I drew a blank. (Here’s a link for those like me who can’t remember or don’t know what Moore’s Law is.)

Making a broad generalization such as “everyone knows x” is always dangerous. This is true in blog writing as well as in technical writing. In our style guide, we have a rule that writers should “not use simple or simply to describe a feature or step.” By labeling something as simple, it’s guaranteed you will offend someone who doesn’t understand the concept. For example, while editing one of our white papers about the DITA Open Toolkit, I saw the word “simply” and took great delight in striking through it. From where I stand, there is little that is “simple” about the toolkit, particularly when you’re talking about configuring output.

Don’t get me wrong: I’m not saying that a blog entry, white paper, or user manual about very technical subjects has to explain every little thing. You need to address the audience at the correct level, which can be a delicate balancing act with highly technical content: overexplaining can also offend the reader. For example, in a user manual, it’s probably wise to explain up front the prerequisite knowledge. Also consider offering resources where the reader can get that knowledge: that way, you get around explaining concepts but still offer assistance to readers who need it.

In the case of online content and blog entries, you can link to definitions of terms and concepts: readers who need help can click the links to get a quick refresher course on the information, and those who don’t can keep on reading. The author of the blog post in question could have inserted a link to Moore’s Law.  Granted, he does define the law in the second paragraph, but he lost me with the  “everyone has heard”  bit at the start.

That “everyone has heard” assumption brings me back to my primary point: don’t make your readers feel stupid, particularly by making sweeping assumptions about what “everyone” knows or by labeling something as “simple.” Insulted readers move on—and may never come back.


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Industry insights

Information as a right

Bear with me in a post that’s going to be even less coherent than usual. (And that’s on the heels of the Great Graphic Debacle.)

Is access to information a right or a privilege?

In democracies, we believe that citizens have a right to their government’s information.

U.S. citizens are likely familiar with the Freedom of Information Act (FoIA) and the various sunshine and open meeting laws. In 2005, India passed a Right to Information Act, which “requires every public authority to computerise their records for wide dissemination and to proactively publish certain categories of information so that the citizens need minimum recourse to request for information formally.” Other countries have similar legislation; the Right2Info organization “brings together information on the constitutional and legal framework for the right of access to information as well case law from more than 80 countries, organized and analyzed by topic.”

In the absence of a compelling government interest (the FoIA has nine, which include national security and personnel privacy issues), governmental information should be available to citizens. (This does assume, of course, that we are talking about governments who acknowledge that they are accountable to their citizens.)

If governments have an obligation to make information accessible to their citizens, does that equate to a right to the information? What about equal access to information? Is that a right?

For example, if certain public information information is readily available only on the Internet, does it follow that a citizen has a general right to Internet access? This question was actually considered by the European Union parliament last year, in the context of a new French law that cuts off Internet access to repeat offenders who infringe on copyrights with file-sharing:

Opponents of the legislation have responded by suggesting that Internet access is fundamental to liberty, an argument that suffered a setback on Wednesday as the European Parliament voted against codifying Internet access as a basic human right. (Is Internet Access a Fundamental Right?, CNet.com, May 6, 2009)

There are also interesting developments in financial information. The U.S. Securities and Exchange Commission (SEC) requires publicly traded companies to make certain information available to the public. This information is delivered through the EDGAR (Electronic Data Gathering, Analysis, and Retrieval) system.

Currently, the official submission format for EDGAR data is plain text or HTML, but the SEC is phasing in the use of an XML vocabulary called XBRL (Extensible Business Reporting Language).

“The purpose of the XBRL mandate is to make corporate financial information more easily available to stockholder.” (The XBRL mandate is here: Is IT ready?, Ephraim Schwarz, InfoWorld, November 25, 2008)

So in addition to mandating disclosure of corporate financial information, the SEC is now mandating easier access to the disclosed information. (A simple implication of XBRL is that you could more easily find executive compensation numbers.)

But what about non-governmental, non-regulated information? Is there a right to access? The business model of analyst firms (Gartner Group), business research companies (Dun & Bradstreet, Hoover’s), and, for that matter, the entire publishing industry (!!) says no. If you want information, you pay.

But look at the evolution of government philosophies and with that, content disclosure requirements. A king who reigns by divine right discloses what he wants to. A democratically elected leader must justify a lack of disclosure. It seems clear that we have shifted to the idea that access to government information is a right.

Will commercial information evolve in the same direction? There are actually some developments that point toward information as a right. In particular, the idea that information must be accessible—that information presentation should not exclude those with visual impairments or other disabilities—begins to build a foundation for equal access to information as a right.

What do you think? Will the right to information access be considered a bedrock principle in 50 or 100 years?

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Industry insights

Sleepless in Seattle—our agenda at WritersUA

Simon Bate and I will be attending WritersUA this year.

I will be mainly camped in Scriptorium’s exhibit booth. Hours for that are Monday 8:00 am – 6:00 pm and Tuesday 8:00 am – 5:30 pm. Please stop by when you get a chance. Simon will be joining me, but is also presenting on XSL Techniques for XML-to-XML Transformations on Monday at 3:25. Here’s a bit of the description:

In a recent project, we used XSL to correct markup and fix conversion errors in 55,000 XML files containing 2000-year-old Greek texts. The clean-up work included correcting errors in the Greek numbering system, converting text-based markup to XML, replacing or repairing missing markup, and ensuring the accuracy of our work in such a large document set. This session uses this work to illustrate how XML-to-XML transforms differ from XML-to-output transforms. Along the way we describe some XSL techniques we created for processing XML data in which there is a close relationship between the content and the markup.

This year, we’re bringing swag in the form of free copies of The Compass, a printed compilation of Scriptorium white papers. For WritersUA, we have two new white papers, and the book is now almost 200 pages long. (Our white papers are also available, for free, in HTML and PDF format.)

If that’s not a sufficiently sweet enticement, you can also expect local chocolates. The leading contender is currently Fran’s, but I’m open to suggestions, especially from Seattle locals. (We generally pick up chocolate once we arrive rather than attempting to ship it. Ask me some about the Great Truffle Shipping Debacle.)

Simon and I are both scheduling private meetings during the event. If you are a current or prospective client of ours, or if you just want to talk, let us know and we’ll set something up.

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Industry insights

Conferences versus social media

The information you can get from a conference presentation is usually available online—in blogs, webcasts, forums, and/or white papers. So why should you invest the time and the money to attend an event in person? In the end, there’s something very powerful about eating and drinking with a group of people. (And no, alcohol is not required, although it doesn’t hurt. Until the next day, when it hurts a lot.)

The value of conferences, which is not (yet) replicated online is in the “hallway track”—the discussions that happen between the formal sessions:

“[B]eing able to establish a one-to-one personal connection with other professionals in your field is critical to being a success.” (Dave Taylor in The Critical Business Value of Attending Conferences)


“I’ve found that time and again, I’ll hear speakers or audience members or participate in conversations and lie awake that night jam-packed with new ideas (some that don’t even correspond remotely to the concepts discussed that day). Conferences are a brainstorming paradise and a terrific opportunity for new ideas to come bubbling to the surface.” (Rand Fishkin, The Secret Value of Attending Conferences)

Scriptorium has quite a few social media “features”:

  • This blog, started in 2005
  • Webcasts, 2006 (recordings available for recent events)
  • Forums, this week (currently in the “awkward silence” phase. Help us out by posting, please!)
  • Twitter

But there’s something missing. I’ve attended and presented quite a few webcasts, and I can tell you that it’s actually far more difficult to deliver a compelling webcast than a compelling conference presentation. As the presenter, you lose the ability to gauge your audience’s body language. As an attendee, you have the temptation of your email and other distractions. The audio coming through your computer or phone is somehow not real—it’s easy to forget that there’s an actual person on the other end giving the presentation online. (There’s also the problem that many webcasts are sales pitches rather than useful presentations, but let’s leave that for another time.)

In my experience, it’s much easier to sustain online friendships with people that I have met in real life. Even a brief meeting at a conference means that I will remember a person as “that red-haired woman with the funky scarf” rather than as an email ID or Twitter handle. So, I think it’s important to go to conferences, meet lots of people, and then sustain those new professional relationships via social media.

In other words, conferences and social media complement each other. Over time, I think we’ll see them merge until a new interaction model. For example, we are already seeing Twitter as a real-time feedback engine at conference events. (Here’s an excellent discussion of how presenters should handle this.) Joe Welinske’s WritersUA is experimenting with a community site tied to the conference.

What are your thoughts? How important are conferences to your career?

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Food & fun Industry insights

Finding the blogging superhero in yourself

Power blogger.

That’s a new phrase to me, and it was new to Maria Langer, too, as she noted in her An Eclectic Mind blog. As part of a podcast panel, she was asked to offer advice on how to become a power blogger. Some of her fellow panelists mentioned the quantity of posts, but Maria’s focus was elsewhere:

The number of blog posts a blogger publishes should have nothing to do with whether he’s a power blogger. Instead, it should be the influence the blogger has over his readership and beyond. What’s important is whether a blog post makes a difference in the reader’s life. Does it teach? Make the reader think? Influence his decisions? If a blogger can consistently do any of that, he’s a power blogger.

I couldn’t agree more. I appreciate reading any blog that gives me useful information or analysis that hadn’t occurred to me. For example, I recently had issues with a new PC I’m using at home as a media center. It was not picking up all the channels in my area, and an excellent blog post helped me solve the problem with little fuss. To me, that author is a power blogger.

What I frankly find irritating—and certainly not my worth my time—are blogs that are basically what I’ll call “link farms”: posting links or excerpts from other blogs with no valuable information added. I’m quite the cynic, so when I stumble upon such a blog, I figure the blogger is merely trying to generate Google hits and ad revenue, is lazy, or both. Quantity—particularly when said quantity is composed of rehashed material from other bloggers—does not a power blogger make.

When it comes to contributing to this blog, I try to write posts that have a least one nugget of helpful information, analysis, or humor, and I think that’s true of the posts from my fellow coworkers. (At the risk of sounding like I’m bragging about my coworkers, I can’t tell you how many times I’ve read one of their posts and thought, “That’s smart!” or “That’s cool!”) Frankly, I’d rather not write anything at all than to publish something just because it’s been a few days since I posted. And I have a lot more respect for bloggers who write quality posts once in a while over those who put out lots of material that is borrowed from elsewhere.

And on that note, I’ll leave you with a short clip showing superheroes using their powers for a practical solution. (See, I’m trying to entertain you, too!)

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Industry insights

Unedited content will get you deleted

flickr: Nics events

The abundance of information today forces content consumers to filter out redundant and unworthy information—much like an editor would. That, however, doesn’t mean content creators can throw up their hands and send out unreviewed content for readers to sort through. Instead, authors (and particularly their managers) need to understand how editing skills can ensure their information doesn’t get filtered out:

[A]re we getting any better at editing in a broader context, which is editing ourselves? Or to rephrase it, becoming a better critic of our own work? Penelope Trunk (again) lists the reasons why she works with an editor for whatever she writes in public:

  • Start strong – cut boring introduction
  • Be short – and be brave
  • Have a genuine connection – write stuff that matters to the readers
  • Be passionate – write stuff that matters to you
  • Have one good piece of research – back your idea up

They have one thing in common: difficult to do on our own.

Granted, some of those bullet points don’t completely apply to technical writing, but it is hard to edit your own work, regardless of the kind of content. For that very reason, folks at Scriptorium get someone else to review their writing. Whether the content is in a proposal, book, white paper, important email to a client, or a blog post, we understand that somebody else’s feedback is generally going to make that information better.

The same is true of technical content. A lot of documentation departments may no longer hire dedicated editors, so peer reviewers handle editing tasks. Electronic review tools also make it easier than ever to offer feedback: even a quick online review of content by another writer will likely catch some potentially embarrassing typos and yield suggestions to make information more accessible to the end user. (You can read more about the importance of editing in a PDF excerpt from the latest edition of Technical Writing 101.)

With so much competing information out on the Internet, companies can’t afford to have their official documentation ignored because it contains technical errors, misspellings, and other problems that damage the content’s credibility. Even if you don’t have the time or budget for a full-blown edit, take just a little time to have someone do a quick technical review of your work. Otherwise, end users seeking information about your product will likely do their own editing—in their minds, they’ll delete you as a source of reliable information. And that’s a deletion that’s hard to STET.

PS: Software that checks spelling and grammar is helpful, but it’s not enough: it won’t point out technical inaccuracies.

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Industry insights

2010 predictions for technical communication

It’s time for my (apparently biennial) predictions post. For those of you keeping score at home, you can see the last round of predictions here. Executive summary: no clear leader for DITA editing, reuse analyzers, Web 2.0 integration, global business, Flash. In retrospect, I didn’t exactly stick my neck out on any of those. Let’s see if I can do better this year.

Desktop authoring begins to fade

Everyone else is talking about the cloud, but what about tech comm? Many content creation efforts will shift into the cloud and away from desktop applications and their monstrous footprints (I’m looking at you, Adobe). When your content lives in the cloud, you can edit from anywhere and be much less dependent on a specific computer loaded with specific applications.

I expect to see much more content creation migrate into web applications, such as wiki software and blogging software. I do not, at this point, see much potential for the various “online word processors,” such as Buzzword or Zoho Writer, for tech comm. Creating documents longer than four or five pages in these environments is painful.

In the ideal universe, I’d like to see more support for DITA and/or XML in these tools, but I’m not holding my breath for this in 2010.

The ends justify the means

From what we are seeing, the rate of XML adoption is steady or even accelerating. But the rationale for XML is shifting. In the past, the benefits of structured authoring—consistency, template enforcement, and content reuse—have been the primary drivers. But in several newer projects, XML is a means to an end rather than a goal—our customers want to extract information from databases, or transfer information between two otherwise incompatible applications. The project justifications reach beyond the issues of content quality and instead focus on integrating content from multiple information sources.

Social-ism

Is the hype about social media overblown? Actually, I don’t think so. I did a webcast (YouTube link) on this topic in December 2009. The short version: Technical communicators must now compete with information being generated by the user community. This requires greater transparency and better content.

My prediction is that a strategy for integrating social media and official tech comm will be critical in 2010 and beyond.

Collaboration

The days of the hermit tech writer are numbered. Close collaboration with product experts, the user community, and others will become the norm. This requires tools that are accessible to non-specialists and that offer easy ways to manage input from collaborators.

Language shifts

There are a couple of interesting changes in language:

  • Content strategy rather than documentation plan
  • Decision engine (such as Hunch, Wolfram Alpha, and Aardvark) rather than search engine

What are your predictions for 2010?

Other interesting prediction posts:

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Industry insights

Friend or foe? Web 2.0 in technical communication

The rise of Web 2.0 technology provides a platform for user-generated content. Publishing is no longer restricted to a few technical writers—any user can now contribute information. But the information coming from users tends to be highly specific, whereas technical documentation is comprehensive but less specific. The two types of information can coexist and improve the overall user experience.

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Industry insights Structured content

The State of Structure

In early 2009, Scriptorium Publishing conducted a survey to measure how and why technical communicators are adopting structured authoring.

Of the 616 responses:

  • 29 percent of respondents indicated that they had already implemented structured authoring.
  • 16 percent indicated that they do not plan to implement structured authoring.
  • 14 percent were in the process of implementing structured authoring.
  • 20 percent were planning to do so.
  • 21 percent were considering it.
  • This report summarizes our findings on topics including the reasons for implementing structure, the adoption rate for DITA and other standards, and the selection of authoring tools.

    Download PDF file (2 MB, 56 pages)

    Discuss this document in our forum

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Industry insights

Are you ready for mobile content?

A report from Morgan Stanley states that mobile Internet use will be twice that of desktop Internet and that the iPhone/smartphone “may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen.” That “disruption” is already affecting the methods for distributing technical content.

With users having Internet access at their fingertips anywhere they go, Internet searches will continue to drive how people find product information. Desktop Internet use has greatly reshaped how technical communicators distribute information, and having twice as many people using mobile Internet will only push us toward more online delivery—and in formats (some yet to be developed, I’d guess) that are compatible with smaller smartphone screens.

The growing number of people with mobile Internet access underscores the importance of high Internet search rankings and a social media strategy for your information. If you haven’t already investigated optimizing your content for search engines and integrating social media as part of your development and distribution efforts, it’s probably wise to do that sooner rather than later. Also, have you looked at how your web site is displayed on a smartphone?

If you don’t consider the impact of the mobile Internet, your documentation may be relegated to the Island of Misfit Manuals, where change pages and manuals in three-ring binders spend their days yellowing away.

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Industry insights

Fear the peer

(This post is late. In my defense, I had the flu and the glow of the computer monitor was painful. Also, neurons were having trouble firing across the congestion in my head. At least, that’s my medical explanation for it. PS I don’t recommend the flu. Avoid if possible.)

Which of these scenarios do you think is most intimidating?

  1. Giving a presentation to a dozen executives at a prospective client, which will decide whether we get a project or not
  2. Giving a presentation to 50 people, including half a dozen supportive fellow consultants
  3. Giving a presentation to 400 people at a major conference

I’ve faced all three of these, and while each scenario presents its own set of stressors, the most intimidating, by far, is option #2.

In general, I’m fairly confident in my ability to get up in front of a group of people and deliver some useful information in a reasonably interesting fashion. But there is something uniquely terrifying about presenting in front of your peers.

Torches // Flickr: dantaylor

At LavaCon, I faced the nightmare—a murderers’ row of consultants in the back of the room, fondling various tweeting implements.

Here are some of the worst-case scenarios:

  • No new information. I have nothing to say that my colleagues haven’t heard before, and they could have said it better.
  • Disagreement. My peers think that my point of view is incorrect or, worse, my facts are wrong.
  • Boring. I have nothing new to say, my information is wrong, and I’m not interesting.

Of course, my peers were gracious, participated in the session in a constructive way, and said nice things afterwards. I didn’t even see any cheeky tweets. (I’m looking at you, @scottabel.)

All in all, I’d have to say that it’s a lot more fun to sit in the back of someone else’s presentation, though. Neil Perlin handled his peanut gallery deftly, asking questions like, “With the exception of the back row, how many of you enjoy writing XSLT code?”

Rahel Bailie said it best, I think. After completing her excellent presentation, she noted that presenting in front of peers is terribly stressful because, “I really want you to like it.”

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Industry insights

Free the webcast!

In addition to our November event on localization, we are adding another webcast in December. I’ll be presenting Strategies for coping with user-generated content on December 8 at 11 a.m. Eastern time via GoToWebinar. This event is free but registration is required.

Here’s the description:

The rise of Web 2.0 technology provides a platform for user-generated content. Publishing is no longer restricted to a few technical writers—any user can now contribute information. But the information coming from users tends to be highly specific.

The two types of information can coexist and improve the overall user experience. User-generated content also offers an opportunity for technical writers to participate as “curators”—by evaluating and organizing the information provided by end users.

Remember, there’s no charge to attend, but you do need to register.

Date: December 8, 2009
Time: 11 a.m. Eastern
Topic: Strategies for coping with user-generated content
Registration: https://www2.gotomeeting.com/register/583647346

PS Depending on the response to this event, we are going to consider additional free events.

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DITA Industry insights

Coming attractions for October and November

October 22nd, join Simon Bate for a session on delivering multiple versions of a help set without making multiple copies of the help:

We needed to generate a help set from DITA sources that applied to multiple products. However, serious space constraints prevent us from using standard DITA conditional processing to create multiple, product-specific versions of the help; there was only room for one copy of the help. Our solution was to create a single help set in which select content would be displayed when the help was opened.
In this webcast, we’ll show you how we used the DITA Open Toolkit to create a help set with dynamic text display. The webcast introduces some minor DITA Open Toolkit modifications and several client-side JavaScript techniques that you can use to implement dynamic text display in HTML files. Minimal programming skills necessary.

Register for dynamic text display webcast

I will be visiting New Orleans for LavaCon. This event, organized by Jack Molisani, is always a highlight of the conference year. I will be offering sessions on XML and on user-generated content. You can see the complete program here. In addition to my sessions, I will be bringing along a limited number of copies of our newest publication, The Compass. Find me at the event to get your free copy while supplies last. (Otherwise, you can order online Real Soon Now for $15.95.)

Register for LavaCon (note, early registration has been extended until October 12)

And last but certainly not least, we have our much-anticipated session on translation workflows. Nick Rosenthal, Managing Director, Salford Translations Ltd., will deliver a webcast on cost-effective document design for a translation workflow on November 19 at 11 a.m . Eastern time:

In this webcast, Nick Rosenthal discusses the challenges companies face when translating their content and offers some best practices to managing your localization budget effectively, including XML-based workflows and ways to integrate localized screen shots into translated user guides or help systems.

Register for the translation workflow webcast

As always, webcasts are $20. LavaCon is just a bit more. Hope to see you at all of these events.

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Industry insights

Liberated type

(or should that be “Liberated typoes?”)

We have opened up free access to two of our white papers:

  • Hacking the DITA Open Toolkit, available in HTML or PDF (435 KB, 19 pages)
  • FrameMaker 8 and DITA Technical Reference, available in PDF (5 MB, 55 pages)

These used to be paid downloads.

Why the change of heart? Most of our business is consulting. To get consulting, we have to show competence. These white papers are one way to demonstrate our technical expertise.

(By this logic, our webcasts should also be free, but I’m not ready to go there. Why? We have fixed costs associated with the webcast hosting platform. Plus, once we schedule a webcast, we have to deliver it at the scheduled time, even if we’d rather be doing paying work. By contrast, we can squeeze in white paper development at our convenience.)

What are your thoughts? We are obviously not the only organization dealing with this issue…

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Industry insights

Is this thing on?

If you are reading this, then we have succeeded in migrating our web site over to WordPress.

Of course, the process of managing our own content always takes a back seat to working with our customers’ content, so the process took longer than you might expect. 

We did learn a couple of things, most of which should sound awfully familiar if you are working on your own content strategy:

  • It’s not until you try to move into a new system that you recognize all the mistakes you made the previous system.
  • PHP stands for Picky Hypochondriac Programming. I had several cases where code absolutely refused to work for no apparent reason. I had the resident PHP expert (Simon) look it over. Eventually, I gave up and retyped the code, and then it worked.
  • Learn to work with the tool and not against it. I have to credit a former coworker, Bruce Bicknell, for this little gem, which he originally applied to Word versus FrameMaker. When moving from Dreamweaver-based HTML to WordPress, take some time to learn best practices for WordPress. Don’t try to impose your existing  Way of Doing Things onto the new system. It’s inefficient and it probably won’t work.
  • Content migration is always awful. To transfer our blog, I found a blogger-to-WordPress converter. That worked pretty well, except that a couple of posts now have my name on them even though I didn’t write them. Transferring comments was a travesty that involved the support people at Haloscan (helpful) and cleaning out random comment triplication (gross manual labor).

But I hope you like the new site and blog. Please poke around and leave us feedback.

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DITA-OT Industry insights

The long and winding roads from DITA to PDF

by Sheila Loring

DITA XML is of little use to readers unless it’s converted to some kind of output. The DITA Open Toolkit (DITA OT) provides transforms and scripts that convert DITA to PDF output and a long list of other formats.

Producing PDF output from DITA content can be challenging. DITA XML is converted to an XSL-FO file, a combination of content and formatting instructions. You must know XSL-FO to customize the PDF, even just to add simple content such as headers and footers, logos, and so on.

To forgo the programming, you can choose a page layout or help authoring tool, but these tools also have pitfalls. Page layout programs have varying degrees of DITA support. Help authoring tools let you style the PDF through CSS, but you can’t fine-tune page layout as you can in page layout programs.

These are just a few examples we discuss in our white paper “Creating PDF files from DITA content.” Read the white paper online (in HTML or PDF).

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Industry insights

Let the conversation begin

Conversation and Community book cover imageConversation and Community: The Social Web for Documentation (XML Press, ISBN: 9780982219119) by Anne Gentle provides technical communicators with a roadmap for integrating social media — blogs, wikis, and much more — into their content development efforts. This is critical because, as Anne notes in the preface, “professional writers now have the tools to collaborate with their audience easily for the first time in history.”
Anne provides overviews of all the major social media concepts — from aggregation to syndication, wikis, discussion, presence, and much more. But it is Chapter 3, “Defining a Writer’s Role with the Social Web,” that will make this book a classic. Here, Anne lays out a detailed strategy for determining whether and how to introduce social media in an organization. Consider this:

It’s important to find a balance between allowing an individual’s authentic voice to speak on behalf of an organization and the requirements of institutional messaging and brand preservation. […] It’s also possible that you are ahead of the curve and need to help others see ways to apply social technologies for the company.

She goes on to explain just how to accomplish these things.
Wikis and blogs each get a chapter of their own, in which Anne discusses how to start and maintain these types of environments.
After reading so much of Anne’s work on her blog, it’s a bit odd to see her writing on paper in an actual book. The feeling that I’ve wandered into the wrong medium is augmented by extensive footnotes, most of which point to web site resources, and the many examples of web-based content (such as videos or interactive mashups). However, it’s likely that the book’s target audience is more comfortable with paper.
Conversation and Community: The Social Web for Documentation provides an excellent introduction to wikis, blogs, forums, and numerous other social media technologies for the professional content creator. There is valuable (and perhaps career-preserving) information about how to develop a strategy for user-generated content that is compatible with your organization’s corporate culture.
If you think that community participation in your documentation is coming soon, read this book immediately. If you think that it’s not coming, you’re wrong, and you especially need to read this book.
Resources:
[Disclosure: I reviewed an early draft of this book. I have met Anne in person a few times and we have ongoing email and blog correspondence.]

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DITA Industry insights

Flare 5 DITA feature review, part 2

[Alan Pringle wrote most of this review.]

This post is Part 2 of our Flare 5 DITA feature review. Part 1 provides an overview and discusses localization and map files.

Cross-references and other links
I imported DITA content that contained three xref elements (I shortened the IDs below for readability):

  • Reference to another step in the same topic:
    <stepresult>
    Result of step. And here’s a reference to the <xref href=”task1.xml#task_8F2F9″ type=”li” format=”dita” scope=”local”>third step</xref>.
    </stepresult>
  • Reference to another topic:
    <stepresult>
    Result text. And here’s a link to the other task topic:
    <xref href=”task2.xml#task_8F2F94 type=”task” format=”dita” scope=”local”></xref>.
    </stepresult>
  • Link to web site:
    <cmd>
    Here’s another step. Here’s a link with external scope:
    <xref href=”https://scriptorium.com” scope=”external” format=”html”>www.scriptorium.com</xref>
    </cmd>

All three came across in the WebHelp I generated from Flare:


On the link to the topic, Flare applied a default cross-reference format that included the word “See” and the quotation marks around the topic’s name. You can modify the stylesheet for the Flare project to change that text and styling.

Relationship tables
DITA relationship tables let you avoid the drudgery of manually inserting (and managing!) related topic links. Based on the relationships you specify in the table, related topic links are generated in your output.

I imported a simple map file with a relationship table into Flare and created WebHelp. The output included the links to the related topics. I then tinkered with the project’s stylesheet and its language skin for English to change the default appearance and text of the heading for related concepts. The sentence-style capitalization and red text for “Related concepts” in the following screen shot reflect my modifications:

screen shot showing Related concepts heading in red and with sentence style capitalization
conrefs
DITA conrefs let you reuse chunks of content. I created a simple conref for a note and then imported the map file with one DITA file that contains the actual note and a second file that references the note via a conref.

Flare happily imported the information and turned the conref into a Flare snippet. It’s worth noting that the referencing, while equivalent, is not the same. In my source DITA files, I had this:

aardvark.xml contains:
<note id=””>Do not feed the animals

baboon.xml contains:
<note conref=”aardvark.xml#aardvark/nofeeding”>

Thus, we have two instances of the content in the DITA files — the original content and the content reference. In Flare, we end up with three instances — the snippet and two references to the snippet. In other words, Flare separates out the content being reused into a snippet and then references the snippet. This isn’t necessarily a bad thing, but it’s worth noting.

Specialization
Specialized content is not officially supported at this point. According to MadCap, it worked for some people in testing, but not for others. If you need to publish specialized DITA content through Flare, you might consider generalizing back to standard DITA first.

Conditional processing
When you import DITA content that contains attribute values, Flare creates condition tags based on those values. I imported a map file with a topic that used the audience attribute: one paragraph had that attribute set to user, and another had the attribute set to admin. When I looked in the Project Organizer at the conditions for the WebHelp target, conditions based on my audience values were listed:

audience.admin and audience.user conditionsI set Audience.admin to Exclude and Audience.user to Include, and then I created WebHelp. As expected, the output included the user-level paragraph and excluded the admin-level one.

DITA support level
Flare supports DITA v1.1.

Our verdict

If you’re looking for a path to browser-based help for your DITA content, you should consider the new version of Flare. Without a lot of effort, we were able to create WebHelp from imported DITA content. Flare handled DITA constructs (such as conrefs and relationship tables) without any problems in our testing. Our only quibble was with the TOC entries in the WebHelp (as mentioned in Part 1), and we’ve heard that MadCap will likely be addressing that issue in the future.

We didn’t evaluate how Flare handles DITA-to-PDF conversion. However, if the PDF process in Flare works as smoothly as the one for WebHelp, Flare could provide a compelling alternative to modifying the XSL-FO templates that come with the Open Toolkit or adopting one of the commercial FO solutions for rendering PDF output.

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DITA DITA-OT Industry insights

Flare 5 DITA feature review (Part 1: Overview and map files)

[Disclosure: Scriptorium is a Certified Flare Instructor.]
[Full disclosure: We’re also an Adobe Authorized Training Center, a JustSystems Services Partner, a founding member of TechComm Alliance, a North Carolina corporation, and a woman-owned business. Dog people outnumber cat people in our office. Can I start my post now?]

These days, most of our work uses XML and/or DITA as foundational technologies. As a result, our interest in help authoring tools such as Flare and RoboHelp has been muted. However, with the release of Flare 5, MadCap has added support for DITA. This review looks at the DITA features in the new product. (If you’re looking for a discussion of all the new features, I suggest you wander over to Paul Pehrson’s review. You might also read the official MadCap press release.)

The initial coverage reminds me a bit of this:

(My web site stats prove that you people are suckers for video. Also, I highly recommend TubeChop for extracting a portion of a YouTube video.)

Let’s take a look at the most important Flare/DITA integration pieces.

New output possibilities
After importing DITA content into Flare, you can publish to any of the output formats that Flare supports. Most important, in my opinion, is the option to publish cross-browser, cross-platform HTML-based help (“web help”) because the DITA Open Toolkit does not provide this output. We have created web help systems by customizing the Open Toolkit output, and that approach does make sense in certain situations, but the option to publish through Flare is appealing for several reasons:

  • Flare provides a default template for web help output (actually, three of them: WebHelp, WebHelp Plus, and WebHelp AIR)
  • Customizing Flare output is easier than configuring the Open Toolkit

I took some DITA files, opened them in Flare, made some minimal formatting changes, and published to WebHelp. The result is shown here:

Sample WebHelp from DITA through FlareNot bad at all for 10 minutes’ work. I added the owl logo and scriptorium.com in the header, changed the default font to sans-serif, and made the heading purple. Tweaking CSS in Flare’s visual editor is straightforward, and changes automatically cascade (sorry) across all the project files.

Ease of configuration
Flare wins. Next topic. (Don’t believe me? Read the DITA Open Toolkit User Guide — actually, just skim the table of contents.)

Language support
The Open Toolkit wins on volume and for right-to-left languages; Flare wins on easy configuration (I’m detecting a theme here.)

Out of the box, both Flare and the Open Toolkit provide strings (that is, localized output for interface elements such as the “Table of Contents” label) for simplified and traditional Chinese, Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portugese, Spanish, Swedish, and Thai (I have omitted variations such as Canadian French).

Beyond that, we have the following:

  • Right-to-left language support: Only in the Open Toolkit
  • Language strings provided by the Open Toolkit but not by Flare: Arabic, Belarusian, Bulgarian, Catalan, Czech, Greek, Estonian, Hebrew, Croatian, Hungarian, Icelandic, Latvian, Lithuanian, Macedonian, Polish, Romanian, Russian, Slovak, Slovenian, Serbian, Turkish, and Ukrainian
  • Ease of adding support for a new language: Flare wins. In the Open Toolkit, you modify an XML file; in Flare, you use the Language Skin Editor (although it looks as though you could choose to modify the resource file directory directly if you really wanted to)

Thus, if you need Hebrew or Arabic publishing, you can’t use Flare. The Open Toolkit also provides default support for more languages.

Map files
I imported a map file into Flare and published. Then, I changed the map file to include a simple nested ditamap. Here is what I found:

  • Flare recognized the map file and the nested map file and built TOC files in Flare with the correct relationships.
  • Inexplicably, the nested map file was designated the primary TOC. I speculate that this might be because the nested map file was first in alphabetical order. I changed the parent map file to be the primary TOC to fix this. I don’t know what would happen for a more complex set of maps, but I am concerned.
  • Flare inserted an extra layer into the output TOC where the nested map is found.
  • The titles generated in the TOC are different in Flare than they are through the DITA Open Toolkit (see below).

I generated the output for my map file (the nested map is the “The decision to implement” section in this screen shot) through the DITA Open Toolkit and got the following XHTML output:
Then, I imported the same map file into Flare, generated WebHelp, and got the following TOC output:

Notice that:

    • The TOC text is different (!!). The DITA Open Toolkit uses the text of the topic titles from inside the topic files. Flare uses the text of the @navtitle attribute in the map file. My topic titles and @navtitles don’t match because I created the map file, then changed a bunch of topic titles. The map file didn’t keep up with the new titles (because it doesn’t matter in the Open Toolkit), but it appears to matter for Flare. The entry in the map file for the first item is:

&lt;topicref href="introduction.xml" navtitle="Introduction" type="topic"&gt;

Flare picks up the “Introduction” from the navtitle attribute.

Inside the file, you find:

&lt;title&gt;Executive summary&lt;/title&gt;

The Open Toolkit uses the content of the title element from inside the file.

  • The Implementation section has added an extra layer in the Flare output. It appears that nesting a map file results in an extra level of hierarchy.

The inconsistency between the two implementations is annoying.

In part 2 of this review (coming soon), I’ll look at cross-references, reltables, conrefs, specialization, and conditional processing.

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DITA XML—authors Industry insights

Top five reasons to like XMetal and OXygen

by Sheila Loring

Full disclosure: We’re an XMetaL Services Provider and have no particular affiliation with oXygen.

I’m in the fortunate situation of having access to both XMetaL 5.5 and oXygen 9.3. Both are excellent XML editors for different reasons. I’d hate for Scriptorium to make me choose one over the other.

From the viewpoint of authoring XML and XSLT, here are my top five features of both editors:

oXygen

  • Apply XSLT on the fly: You can associate an XML file with an XSLT and transform the XML within oXygen. Goodbye, command line! XMetaL will convert the document to a selected output format. You don’t choose the XSLT–it hasn’t been a big concern for me.
  • Indented code: The pretty-print option makes working with code so easy. You can set oXygen to do this automatically when you open a file or on demand. The result is code indented according to the structure. XMetaL doesn’t have pretty print.
  • Autocompleting tags: As you type an element, oXygen pops up a list of elements beginning with the typed string. You press Enter when you find the right tag, and the end tag is inserted for you. The valid attributes at any particular point are also shown in a drop-down list. XMetaL doesn’t have autocompleting tags.
  • Find/replace in one or more documents: I’ve often needed to search and replace strings in an entire directory. In XMetaL, you can only find and replace in the current document.
  • Comparing two documents or directories: Compare files by content or timestamp. In a directory, you can even filter by type so only XML files, for example, are compared. XMetaL doesn’t offer this feature.

XMetaL

  • Auto-tagging content: You can copy and paste content from an unstructured document (a web page, for example), and XMetaL automatically wraps the content in elements. Even tables and lists are wrapped correctly. This can be handy if you have a few documents to convert. In oXygen, the content is pasted as plain text.
  • Auto-assignment of ID attributes: Never worry about coming up with unique IDs. XMetaL will assign them to the types of elements you select. Warning: The strings are quite long, as in “topic_BBEC2A36C97A4CADB130784380036FD6.” oXygen only inserts IDs on the top-level element but full support will be added in version 10.3.
  • Auto-insertion of basic elements: When you create a document, XMetaL inserts placeholders for elements such as title, shordesc, body, and p. It’s a small convenience. oXygen will also insert elements if you have Content Completion selected in the Preferences.
  • WYSIWYG view of tables: The table is displayed as you’d see it in a Word or FrameMaker document. In oXygen, all you see are the table element tags.
  • Reader-friendly tag view: The tags are a bit easier to read in XMetaL than oXygen. In XMetaL, the opening and closing tags are displayed on one line when possible. This feature saves space on the page and makes the document easier to read in tag view. For example, you might have a short sentence wrapped in p tags. In XMetal, the p tags are displayed on the same line. In oXygen, the p tags are always on separate lines. This is another convenience that doesn’t sound like a big deal, but it really makes a difference while you’re authoring.

oXygen and XMetal have so many other strengths. I’ve just chosen my top five features.

What I’d like to see in XMetaL: The ability to indent code, the ability to drag and drop topics in the map editor.
What’s I’d like to see in oXygen: The ability to view a table–lines and all–in the WYSIWYG view instead of just the element tags.

So how do I choose which editor to use at a particular moment? When I’m casually authoring in XML, I choose XMetaL for all of reasons you read above. The WYSIWYG view is more user-friendly to me. But when I’m writing XSLT or just want to get at the code of an XML document, oXygen is my choice.

Get the scoop on oXygen from http://oxygenxml.com. Read more about XMetaL at http://na.justsystems.com/index.php.

Update 6/15/09:
I’m thrilled to report that two deficiencies I reported in oXygen 9 are now supported in the latest version of oXygen — 10.2.

  • In Author view, tables are now displayed in WYSIWYG format. Just like in your favorite word processor, you can drag and drop column rulings to resize columns. After you resize columns, the colwidth attribute in the colspec element is updated automatically. This is much easier than manually editing the colwidth.
  • In Author view, the tags are now displayed on one line when possible. Before, the tags were always on separate lines from the content.

Two more reasons to love oXygen!

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DITA DITA-OT Industry insights

DocTrain’s demise and a challenge to presenters

Unfortunate news in my inbox this morning:

I regret to announce that DocTrain DITA Indianapolis is cancelled. DocTrain/PUBSNET Inc is shutting down.

As a business owner, messages like this strike fear in my heart. If it could happen to them…gulp. (This might be a good time to mention that we are ALWAYS looking for projects, so send them on over, please.) My condolences to the principals at DocTrain.

Meanwhile, I’m also thinking about what we can do in place of the event. I had a couple of presentations scheduled for DocTrain DITA, and Simon Bate was planning a day-long workshop on DITA Open Toolkit configuration.

So, here’s the plan. We are going to offer a couple of webinars based on the sessions we were planning to do at DocTrain DITA:

Each webinar is $20. We may record the webinars and make the recordings available later, but I’m not making any promises. Registration is limited to 50 people.

Here’s the challenge part: If you were scheduled to present at DocTrain DITA (or weren’t but have something useful to say), please set up a webcast of your presentation. It would be ultra-cool if we could replicate the event online (I know that the first week in June was cleared on your schedule!), but let’s get as much of this content as possible available. If you do not have a way to offer a webinar, let me know, and I’ll work with you to host it through Scriptorium.

And here’s my challenge to those of you who like to attend conferences: Please consider supporting these online events. If $20 is truly more than you can afford, contact me.

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Industry insights

Life in the desert

Last week, I attended the annual DocTrain West event, which was held this year in Palm Springs, California.

Weather in Palm Springs was spectacular as always with highs in the 80s during the day. Some of my more northerly friends seemed a bit shell-shocked by the sudden change from snow and slush to sun and sand. (North Carolina was 40 degrees when I left, so that was a nice change for me as well.)

Scott Abel did his usual fine job of organizing and somehow being omnipresent.

I promised to post my session slides. The closing keynote was mostly images and is probably not that useful without audio, so I’m going to point you to an article that covers similar ground (What do Movable Type and XML Have in Common, PDF link).

I have embedded the slides from my DITA to PDF session below.

I have also posted the InDesign template file and the XSL we built to preprocess the DITA XML into something that InDesign likes on our wiki. Note that running the XSL requires a working configuration of the DITA Open Toolkit. For more information, refer to the DITA to InDesign page on our wiki.

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Industry insights

How to Get a Job

[update to correct bad links]

This is the best advice for job seekers I’ve ever seen. India Amos writes about her pile of resumes:

And do you want to know what’s the most striking thing about most of these hopefuls? They are completely wasting their time. And mine, of course, but mostly their own. Because they’re not only not going to get a job with me, they’re not going to get a job with anyone unless that person is as slovenly and illiterate as these applicants.

She proceeds to offer some excellent advice in numerous categories. Here are some excerpts from a lengthy list about formatting:

  • Learn to use style sheets, so that you can make your heading styles consistent. If you choose to ignore my request for a PDF résumé, try to make sure your Word attachment doesn’t demonstrate to me what a slob you are, formatting everything locally and aligning text using spaces instead of tabs.
  • Don’t Capitalize Everything. I Cannot Emphasize This Enough. It Makes You Look Like a 419 Scammer.
  • Violet 9pt Arial is probably not a good choice for anything.

Hehe. (sob)

Related to this: How Not to Get a Job (Palimpsest, December 2007)

Of course, in today’s economy, lots of people need jobs. So here is some long-promised advice on how to get a job:

  1. Apply for jobs where your skillset is relevant. In this job market, with tons of job seekers, you are unlikely to get the “stretch” position. So, look for positions that are equivalent to your last position, that you are uniquely qualified for, or that you are slightly overqualified for. For instance, let’s say you are a technical writer with five years of experience and “the usual” complement of technical skills. What is your unique qualification? If you speak some Japanese, look for Japanese companies where your language skills might be useful. If your undergraduate degree is in music, look for a company that makes music software or products related to music. In other words, look for a position where your outside interests are also relevant. But, at a minimum, apply only for positions that you are reasonably qualified for. It’s tempting, especially when you really need a job Right Now, to take the firehose approach and spray resumes everywhere. It doesn’t work. Focus your job search and send out a smaller number of really good applications.
  2. Do your homework. Before contacting the company, investigate. Read their web site, read any recent news coverage. Look them up on LinkedIn and see if you know anyone in the organization. (You are on LinkedIn, right?) Use the information you find to make your application more relevant. If you get an interview, do more homework before the interview.
  3. When you apply for the job, follow the #!%$#!%#! instructions. If asked for PDF, provide PDF. If asked for Word, provide Word. Et cetera.
  4. Submit resumes online. Paper and snail mail takes too long. By the time your resume arrives by mail, the position could be filled. Also, dropping off your resume in person? Creepy and needy. (One exception: If you know someone at the organization and they are willing to deliver the resume for you. Even then, I would recommend sending your contact email with the resume and asking him or her to forward it.)
  5. Whether it is requested or not, write a cover letter. The cover letter should be the body of your email and not an attachment. Follow Ms. Amos’s excellent advice. You might also use a T letter as your cover letter, but do send the resume. Tom Murrell describes the T letter in detail in his article Get More Interviews with a T-letter. But again, I disagree with his advice to leave out the resume. If you are instructed to send a resume, send a resume.
  6. Show up on time for any in-person interview. If possible, do a dry run the day before to locate the building. Or plan to arrive very early. There are worse things than sitting in a nearby coffee shop for half an hour. (Don’t chug too much coffee.)

I could go on for a long time, but frankly, these six points will lift you above 95 percent of the other applicants, and you can do the rest.

(India Amos via words / myth / ampersand & virgule)

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