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Photo by Rachel Houghton Sharon Burton E-mail: [email protected] Tweet: Sharonburton

10 mistakes companies make when moving to topic-based authoring

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Page 1: 10 mistakes companies make when moving to topic-based authoring

Photo by Rachel Houghton

Sharon Burton

E-mail: [email protected]

Tweet: Sharonburton

Page 2: 10 mistakes companies make when moving to topic-based authoring

I’m Sharon Burton ▪ Content Strategy consultant

Been in the Tech Comm industry for nearly 20 years STC Associate Fellow

Teach: ▪ Technical Communication to Engineering students at the University

of California, Riverside

▪ Tech Comm certificate program at UCR Extension

▪ STC Certificate Courses

▪ University of Redlands

I knit, crochet, design patterns, write, garden, have a large dog, and am all around just fun

Page 3: 10 mistakes companies make when moving to topic-based authoring

Quick definition

Page 4: 10 mistakes companies make when moving to topic-based authoring

Topic-based authoring is a modular content creation approach (popular in the technical publications and documentation arenas) that supports XML content reuse, content management, and makes the dynamic assembly of personalized information possible.

A topic is a discrete piece of content that is about a specific subject, has an identifiable purpose, and can stand alone (does not need to be presented in context for the end-user to make sense of the content).

Topics are also reusable. They can, when constructed properly (without reliance on other content for its meaning), be reused in any context anywhere needed.

The Darwin Information Typing Architecture (DITA) is a standard designed to help authors create topic-based content. The standard is managed by the Organization for the Advancement of Structured Information Standards (OASIS) DITA Technical Committee.

From Wikipedia

Page 5: 10 mistakes companies make when moving to topic-based authoring

Focuses effort on the information your user needs to use the product Develop a body of information that’s helpful to the user

Maximize content reuse Roughly similar to structuring an online help system People who’ve developed a lot of help “get” these

concepts faster If you are moving to DITA, it’s part of the trip But you don’t have to move to DITA to make use of this

information development method

This can be a destination as well as a rest stop

Page 6: 10 mistakes companies make when moving to topic-based authoring

Topics are small, perhaps ½ to 4 printed pages Perhaps smaller

Only include the information needed to Perform one procedure Understand one concept

Topics can be (re)combined New products, deliverables, or other ways

Topics are easier to update Easier and cheaper to get approval for updating topics

from management Depending on deliverables, push updated topics to

your users

Page 7: 10 mistakes companies make when moving to topic-based authoring

Library

Printing Reports

Using Container

Objects

Saving reports Creating

Reports

About Schedules

Adding Users

Setting Permissions

Deleting Users

Placing Objects

About Objects

About Users

Exporting Objects

About Containment

Customizing Objects

About Programming

Objects and Inheritance

Editing Reports

Containing Objects

Relating Objects Importing

Reports

Setting Schedules About

Reports

Page 8: 10 mistakes companies make when moving to topic-based authoring

Library

Admin Guide

• About Users

• Adding Users

• Deleting Users

• Setting Permissions

• About Reports

• Creating Reports

• Editing Reports

• Saving Reports

• Printing Reports

• Importing Reports

Programmers Guide

• About Programming

• About Objects

• Placing Objects

• About Containment

• Objects and Inheritance

• Using Container Objects

• Customizing Objects

• Relating Objects

Getting Started

• About Users

• About Reports

• About Programming

• About Objects

• About Containment

• Exporting Objects

• About Schedules

Page 9: 10 mistakes companies make when moving to topic-based authoring

How to mess this up

Page 10: 10 mistakes companies make when moving to topic-based authoring

Management and other teams need to understand why this is better

This is not going to see an instant and dramatic improvement

Except localization

Costs may drop immediately

Schedules may be impacted Less content can be scary

Page 11: 10 mistakes companies make when moving to topic-based authoring

The tools that got you into this mess are probably not the tools to get you out

Asking Techwr-l what they use and buying that not the answer

Doesn’t hurt to ask

Evaluate what your needs are now and in the future

Work with the vendors closely to make sure what you need is what they can do

Page 12: 10 mistakes companies make when moving to topic-based authoring

The processes for developing, editing, and publishing a 200 page manual won’t work

Developing Topic-based content is different Topics “stand alone” on content and/or

formatting Topics are reviewed as they are ready Review process must change

Maybe use a special review product

Page 13: 10 mistakes companies make when moving to topic-based authoring

New tools + new process = training Not training sets projects and people up for

failure Training provides more than how to use the

product

Includes best practices for our workflow

Identifies the changes for our workflow

Instantiates how we do what we do

Page 14: 10 mistakes companies make when moving to topic-based authoring

Your legacy content is not going to fit neatly It’s at least not well written/structured/organized

You can’t jump on your horse and ride off in all directions You need to analyze what you have before you can decide

what you have One manual may not give you the real picture Especially if you had a lot of contractors, the legacy

content has been around a long time, and so on This can be very hard People want their content to be the exception It’s special content, not like other content and needs

special attention

Page 15: 10 mistakes companies make when moving to topic-based authoring

Before we can start thinking about moving to topic-based authoring And gaining the benefits thereof

We must have good writing standards in place Content reuse demands consistent writing

standards The content can appear in many places

In more than one deliverable You may need to localize so why not

prepare now?

Page 16: 10 mistakes companies make when moving to topic-based authoring

Because most tools allow you to import and slice your legacy content based on headings, it can feel like you’re done when you import

That’s step #1 of x and x is bigger than 2 Now you need to think about

Content reuse

Smaller topics

Embedded topics (snippets)

Localization?

Page 17: 10 mistakes companies make when moving to topic-based authoring

Rewriting existing content is expensive You can’t reuse what you can’t find Opportunistic reuse People remember this content from before Maybe they can find it Big time sink

Systematic reuse The system knows this content has been written

previously Prompts the writer for reuse Tracks reuse and reports it

Page 18: 10 mistakes companies make when moving to topic-based authoring

Develop information based on the users’ information needs The next logical step in Minimalism

Matches the Use Case or Scenario dev environment

Minimalism is not writing as little as possible It’s developing the information your users actually

need

NOT how the database is structured

How to run a report and print it

Page 19: 10 mistakes companies make when moving to topic-based authoring

Your legacy content is going to fit neatly in content categories

It won’t take any time to figure this out We can do this as we need to It’s easy We’ll hire an intern to do it We can meet deadlines while we

completely restructure all our content

Page 20: 10 mistakes companies make when moving to topic-based authoring

Single Sourcing: Building Modular Documentation by Kurt Ament ISBN-10: 0815514913 or ISBN-13: 978-0815514916

Information Development: Managing Your Documentation Projects, Portfolio, and People by JoAnn T. Hackos ISBN-10: 0471777110 or ISBN-13: 978-0471777113

User and Task Analysis for Interface Design by JoAnn T., PhD Hackos and Janice C. Redish ISBN-10: 0471178314 or ISBN-13: 978-0471178316

Page 21: 10 mistakes companies make when moving to topic-based authoring

Wait a Minute, I Have to Take Off My Bra, 2011. ISBN-10: 0981333516.

Anthology of creative non-fiction and poetry My first creative non-fiction book publication You should by it! Available on Amazon. Click here.

Page 22: 10 mistakes companies make when moving to topic-based authoring

Contact me: E-mail: [email protected]

Twitter: Sharonburton