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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.

Sarah O'Keefe
June 17, 2009
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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.

Sarah O'Keefe
June 12, 2009
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DITA

DITA adoption increasing overall structured authoring adoption

I’m knee-deep in survey data analysis. With over 600 responses, our recent structured authoring survey was hugely successful–thank you. Many respondents added candid details about their experiences with structured authoring implementation–their fears, mistakes, and biggest surprises.

The survey report will be available later this month (free to participants, $200 for others), but I wanted to give you a couple of preliminary highlights:

  • About 30 percent of respondents said that they are currently using structured authoring.
  • There’s a lot of hype around DITA, but our data indicates that it’s backed up by reality. Consider this chart, which shows the top three types of structure (custom, DocBook, or DITA) implemented, being implemented, or planned.

DITA accounts for the vast majority of structure implementations--past, present, and futureDITA dominates the chart. But it looks as though DITA is additive. That is, it’s not cannibalizing the numbers for DocBook or custom structures. Those numbers are relatively flat. Instead, it looks as though DITA is increasing the total number of implementations.

If you are attending the STC Summit this year, I’m doing a presentation on the survey results on Monday, May 4, at 1:30 p.m., called “The State of Structure.”

Sarah O'Keefe
March 30, 2009
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DITA Structured content

DITA isn’t magic

The WritePoint staff blog makes a very good point about DITA: it isn’t a magic wand that fixes documentation problems. Also, it’s worth noting that:

… DITA didn’t introduce something completely new. DITA incorporates achievements made in a wide variety of approaches to organizing content that were being proactively conducted starting from 1960’s.

Don’t get me wrong: DITA can be a good solution for many departments that want to set up an XML-based single-sourcing environment. Just don’t expect that a twitch of your nose will convert your legacy content or make the output from the Open Toolkit match your formatting requirements.

Alan Pringle
February 25, 2009
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DITA

Publishing DITA without the DITA Open Toolkit: A Trend or a Temporary Detour?

I estimate that about 80 percent of our consulting work is XML implementation. And about 80 percent of our XML implementation work is based on DITA. So we spend a lot of time with DITA and the DITA Open Toolkit.

I’m starting to wonder, though, whether the adoption rate of DITA and the DITA Open Toolkit is going to diverge.

For DITA, what we hear most often is that it’s “good enough.” DITA may not be a perfect fit for a customer’s content, but our customer doesn’t see a compelling reason to build the perfect structure. In other words, they are willing to compromise on document structure. DITA structure, even without specialization, offers a reasonable topic-based solution.

But for output, the requirements tend to be much more exacting. Customers want any output to match their established look and feel requirements precisely.

Widespread adoption of DITA leads to a a sort of herd effect with safety in numbers. Not so for the Open Toolkit — output requirements vary widely and people are reluctant to contribute back to the Open Toolkit, perhaps because look and feel is considered proprietary.

The pattern we’re seeing is that customers adopt the Open Toolkit when:

  • They intend to deploy onto multiple servers, and open source avoids licensing headaches.
  • The Open Toolkit provides a useful starting point for their output format.

Customers tend to adopt non-Open Toolkit solutions when:

  • They need attractive PDF. Getting this result from the Open Toolkit isn’t quite impossible, but it’s hard. There are other options that are faster, cheaper, and easier.
  • They need a format that the Open Toolkit doesn’t provide. The most common requirement here is web-based help. Getting from the XHTML output in the Open Toolkit over to a sophisticated tri-pane help system with table of contents, index, and search….well, let’s just say that it keeps me gainfully employed. AIR is another platform that we need to support.

The software vendors seem to be encouraging this trend. In part, I think they would like to find some way to get lock-in on DITA content. Consider the following:

  • Adobe FrameMaker can output lovely PDF from DITA content through FrameMaker (no Open Toolkit). You can also use the Open Toolkit to generate formats such as HTML.
  • ePublisher Pro uses the Open Toolkit under the covers, but provides a GUI that attempts to hide the complexities.
  • MadCap’s software will support DITA (initially) by importing DITA content and letting you publish through MadCap’s existing publishing engine.
  • Several other vendors provide support for publishing DITA, but do not use the Open Toolkit at all.

The strategy of supporting DITA structure through a proprietary publishing engine actually makes a lot of sense to me. From a customer point of view, you can:

  • Set up an XML-based authoring workflow
  • Manage XML content

It’s not until you’re ready to publish that you move into a proprietary environment.

To me, the interesting question is this: Will the use of proprietary publishing engines be a temporary phenomenon, or will the Open Toolkit eventually displace them in the same way that DITA is displacing custom XML structure?

Sarah O'Keefe
December 1, 2008
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DITA

An incomplete puzzle: DITA OT stylesheets

A recent post on the dita-users Yahoo group asked how to customize the DITA OT stylesheets in view of the fact that there isn’t much documentation available.

From my work customizing and otherwise perverting the DITA OT, I can sympathize with these frustrations. When I started investigating OT customizations, I found many well-crafted tutorials on how to customize and specialize the OT. These were a great starting point, but they only got me so far. In its current state, the documentation is an incomplete jigsaw puzzle; the trees and buildings are filled in nicely, but the sky is still waiting for someone with patience. (Block that metaphor!)

Because there is no documentation available at the individual template level, you need to reconsider the task at hand. I look on it as debugging, decoding, or sleuthing. With that in mind, I find the following to be very useful:

  • Find a good visual grep-like utility. I use AgentRansack, a free version of FileLocator Pro (it’s free and amazing). This enables me to locate all files that contain a particular class identifier. The visual aspect of the tool allows me to see the context quickly.
  • Use a programmer’s editor that supports XML and XSL. We use Oxygen. Not only does it help check validity and closes tags automatically, but it also provides a handy sidebar that lists the templates and their modes.
  • Liberally spread <xsl:comment> or <xsl:message> directives through the stylesheets you’re examining. That helps figure out where you are. Use <xsl:value-of> or <xsl:copy-of> to figure out what you’ve got.
  • Once you’ve figured out what happens in one of the OT templates, add comments. Now the next time you come back to it, you won’t waste time.

Probably the best form of documentation that the OT could provide here is additional comments in the stylesheets, particularly about the order of processing. I find I add many comments about where to find the template that handles nodes from an <xsl:apply-templates> directive.

One further note. On Tuesday, September 23, I’ll be presenting the third of our “Best Practices in Structured Authoring and Publishing” joint Webinar series with JustSystems. In this presentation I’ll describe a number of approaches you can use to customize DITA OT output. For more information, visit the JustSystems web site.

Simon Bate
September 5, 2008
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DITA

The hidden costs of DITA

Originally published in STC Intercom, April 2008

DITA is a free, pre-made XML document structure. That statement can lead to a few erroneous assumptions: if it’s free, then it will cut down on costs, and if it’s pre-made, it will cut down on labor. There are several things to consider when choosing a DITA solution. Does your staff have the skills to author in a DITA environment? Will additional training be required? Does DITA even match your content model, and if it doesn’t, is it worth the effort to change?

Sarah’s conclusion? “DITA may be free, but it’s not cheap.”

Sarah O'Keefe
April 19, 2008
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