Professional Documents
Culture Documents
Technical Documentation: Standards... and Best Practices: Pleased To Meet You
Technical Documentation: Standards... and Best Practices: Pleased To Meet You
■ Organizing content
■ See also:
■ www.scripto.nu
© Teka bvba
■ www.teka-infopilots.com
1
Programme
■ Directives: Machinery Directive 2006/42/EC
Technical documentation
■ Any associations, meanings, assumptions?
© Teka bvba
Standards
■ Any associations, meanings, assumptions?
© Teka bvba
2
How to buy a standard, an example
■ NBN EN 62023: 2012 Structureren van technische informatie en docu-
mentatie
© Teka bvba
3
How to buy a standard, an example
■ Google “NBN EN 62023: 2012 Structureren van technische informatie en
documentatie”
Types of “standards”
■ Directives:
■ Machinery Directive 2006/42/EC,
■ Medical Device Directive 93/42/EEC
■ Official standards:
■ Generic, for example: IEC 82079-1: Preparation of instructions for use,
general principles and detailed requirements
■ Product-specific, for example NBN EN 498: Specification for
dedicated liquefied petroleum gas appliances - Barbecues for outdoor
use contact grills included
© Teka bvba
Types of “standards”
■ Open technical documentation standards:
■ DocBook
■ S1000D
■ DITA
© Teka bvba
4
Product-specific standards
■ Example NBN EN 498: Specification for dedicated liquefied petroleum gas
appliances - Barbecues for outdoor use contact grills included
■ May contain sections with very specific requirements for the instructions
© Teka bvba
■ Best practices:
■ All of the best practices which apply to IEC 82079-1: single sourcing,
consistency, content deduplication...
■ Conditional content
■ Recent: 2012-08
■ Scope:
■ “all types of instructions for use”
■ “products of all kinds (...), such as large indus-
trial machinery, turnkey based plants or
buildings.”
5
IEC 82079-1: Preparation of instructions for
use, general principles and detailed
requirements
■ What’s inside? Preview, but...
© Teka bvba
■ Quality of communication
■ Location
■ Quality of translations
■ Structure
■ KISS
6
Content strategy
■ Kristina Halvorson (Brain Traffic): “Plans for the creation, publication and
governance of useful, usable content.”
te
li
de
■ Rockley/Cooper:
“A repeatable method of:
w
ma
■ Identifying all content requirements up na
ie
ge rev
front
■ Creating consistently structured content
for reuse
© Teka bvba
■ Good questions:
■ What business goals do we want to achieve? Reduce equipment
downtime, meet regulatory requirements, control maintenance costs?
■ Who is the audience of the content?
■ What information does our audience need?
■ How can we optimize the current tech doc processes?
■ Where and how are we going to reuse content?
■ What will be the ROI?
■ What’s the quality of the current documentation and how can we
© Teka bvba
improve it?
■ Best practices:
■ Consistency
■ Single sourcing
■ Content deduplication
© Teka bvba
7
Consistency
■ Terminology: “Those who can’t write, write manuals.”
■ Advantages:
■ easier retrieval
■ avoid ambiguity
© Teka bvba
Single sourcing
■ Topic-based authoring Single sourcing
input
■ Authoring memory:
■ SDL AutoSuggest
■ Acrolinx Repository
Content deduplication
A
DITA topics
1
2
3
4
5
B
Repository
© Teka bvba
8
IEC 82079-1: quality of communication
■ Rule: Instructions for use must be written (or designed) by professional
technical writers who have the required skills
■ Best practices:
■ Train your writers and subject matter experts
■ Get professional help
■ Content engineering
© Teka bvba
Content engineering
■ Content...
© Teka bvba
Content engineering
■ Intelligent content...
© Teka bvba
9
Content engineering
■ Even more intelligent content...
© Teka bvba
Intelligent content
■ Content that contains:
■ Structure: chunks of content in a given sequence and hierarchy
■ Markup: elements and attributes
■ Metadata: descriptive information about that content
■ Best practices:
■ Intelligent content
■ Omnichannel publishing
© Teka bvba
10
From multichannel to omnichannel
technical communication
■ Multichannel:
Multichannel
■ documentation available on multiple publishing
channels (print, Web, mobile...)
PDF
© Teka bvba
■ Best practice:
■ feedback-enabled webhelp
© Teka bvba
11
IEC 82079-1: quality of translations
■ Rule: Instructions for use must be translated by professional translators
who have the required skills
■ Best practices:
■ Writing for translation
■ Designing for translation
■ Use a professional translation company (translation memory!)
© Teka bvba
■ Chunking
■ Translation tool:
© Teka bvba
■ Typesetting
■ Text/tables in graphics
■ Best practices:
■ Chunking
■ Information typing
■ And many more...
© Teka bvba
13
Chunking: how to
■ Use paragraphs: 3 – 5 sentences per paragraph
■ Use lists:
■ Ordered (ol/li), if the order of the items in the list is important
■ Unordered (ul/li), if the order of the items in the list is not relevant
■ Steps for commands and instructions (imperative style)
■ Tables:
■ Economize on text
■ Reader:
■ Easier and faster access to the relevant information
■ Better understanding of the information
■ Prioritize topics: concepts first, tasks later
© Teka bvba
14
IEC 82079-1: style guides
■ Rule: Use a style guide
■ Best practices:
■ Structured (“guided”) authoring
■ Style guide usage
© Teka bvba
■ Tool-agnostic!
© Teka bvba
■ Style guides:
English Dutch
Microsoft Manual of Style for Microsoft Language Portal
Technical Publications (MSTP)
Apple Publications Style Guide Onze Taal
IBM Style VRTtaal.net
Chicago Manual of Style taaladvies.net
© Teka bvba
15
Style guides and guidelines
■ Conflicting guidelines: mind the audience!
■ Controlled language
■ Tools:
■ acrolinx acrocheck
■ SDL AuthorAssistant
© Teka bvba
■ Best practices:
■ Minimalism
© Teka bvba
16
The origin of topic-based authoring:
minimalism
■ Minimalism: instructional design technique
■ John Carroll
✔ Examples
© Teka bvba
See also
■ http://users.edte.utwente.nl/meij/minimalism.htm
■ Best practices:
■ Chunking
■ Provide just enough detail
■ Integrate the graphics in the text
© Teka bvba
17
Illustrations
■ Integrate illustrations in your topics
■ Visual memory
■ Examples:
■ Enfocus PitStop Help
■ Illustrations
STORK
© Teka bvba
Thread pane
■ Less is more!
© Teka bvba
■ Translation/localization
Thread pane
Folder
pane
Message pane
© Teka bvba
18
Hazard statements (“admonishments”)
■ ANSI Z535 and ISO 3864
■ DIN 4844-2
■ DITA 1.2:
■ machineryTask fully conforms with the requirements of ANSI Z535 and
ISO 3864-2
■ hazard statements and their signal words (IEC 82079-1)
■ Safety symbols:
■ ISO 3864-2
© Teka bvba
■ ISO 7010
■ IEC 60417
■ Best practices:
■ Use an information modeling standard...
© Teka bvba
19
What is an information model?
■ An information model has rules for structuring the content
■ Examples:
■ A topic needs to have a title
■ A topic can have only one title
■ A topic can be subdivided into multiple sections
■ A section can have a title, but section titles are optional
■ An unordered list needs to have at least 2 list items
■ The maximum number of steps in a task description is 9
<image>
To shear an object
TASK
1 Using the Select Objects tool , select the object which you want to
shear. Click the object or drag a dotted rectangle, called a marquee, around
the object.
20
Layout (formatting) vs. structure:
the iceberg metaphor
Layout
Structure
© Teka bvba
21
DITA
© Teka bvba
■ XML architecture:
■ eXtensible Markup Language
■ 528 elements with attributes
© Teka bvba
22
What is DITA? An OASIS standard!
■ OASIS: Organization for the Advancement of Structured Information
Standards
■ Subcommittees:
■ DITA Translation Subcommittee
■ DITA Learning and Training Content Specialization Subcommittee
© Teka bvba
■ www.oasis-open.org
History of DITA
23
Traditional workflow: creating documents
writer B
Topic 2
Information product B
1 2
Topic 3
Information product C
Topic 4
2 3 4
SMEs and
© Teka bvba
content designers
("technical writers") Repository
TOPIC
1
2
3
4
5
© Teka bvba
■ And others?
■ Marketing collateral:
■ Brochures
■ Data sheets
■ White papers
■ Web content
■ Knowledge centers
■ Structured wikis
25
DITA for user documentation
Sharing files
> To share a file using FileLink 47
2 Choose Nomadesk Tools > Send FileLink for Windows Explorer and Mac OS or File
Link on myNomadesk.com (your online Nomadesk Dashboard).
© Teka bvba
3 If necessary, select the option to receive an email when someone accesses the file.
You will then receive emails in which you can see who has accessed the file and
when.
4 Select the number of days during which the file has to be available for download-
ing.
Need Help?
Help, as in online Help for the software you are developing? Scripto is a communication consultancy firm, specialized in:
Or help to write, structure or publish the documentation for
your products or services? User guides, online Help, anima- ■ Technical writing and user documentation design
tions or illustrations, you name it, and we design and develop ■ Information modeling with DITA
it for you, or together with you.
■ FrameMaker and DITA training
Simply put: we write user documentation and we can teach
you to do it yourself, to help your clients use your products as
intended.
Our workflow
1 2 3 4 5 6
1
2
3
4
5
© Teka bvba
XHTML
1
2
3
4
5 Help
26
DITA for white papers
Introduction to the
Darwin Information Typing
Architecture (DITA)
27
DITA for knowledge centers
© Teka bvba
■ Powerful search
■ Labels (keywords)
■ Favorites
■ Tools:
■ Page history: versions
■ Share
© Teka bvba
29
Who is using DITA outside Belgium?
■ See ditawriter.com
© Teka bvba
DITA-aware tools
© Teka bvba
Types of tools
■ Authoring tools (editors):
■ desktop DITA editors
■ browser-based DITA editors
■ Word-based DITA editors
■ Management tools:
■ component content management systems
■ translation management systems
30
Types of tools
1
2
3
4
5
DITA-aware
author CMS
review DITA
processor
Translation
management
system
translate
© Teka bvba
Types of tools
1
2
3
4
5
DITA-aware
author CMS
review DITA
processor
Translation
management
system
translate
© Teka bvba
31
Desktop DITA editors
■ Adobe FrameMaker 7.2 or later (+ DITA-FMx for extended and better
DITA support)
■ Syntext Serna
■ SDL Xopus
■ Codex
■ Simply DITA
■ Sharepoint integration
© Teka bvba
32
Publishing DITA
content
© Teka bvba
■ “reference implementation”:
■ = a start
■ ≠ ready-to-use product which gives you high-quality output “out of
the box”
© Teka bvba
<map>
concept
topic
DITA XHTML
Open
task Toolkit
© Teka bvba
topic
1
2 reference
3
4 topic Help
5
33
Output formats of the DITA OT
■ Aka “output targets” or “transtypes”
■ XHTML
■ Eclipse Help
■ JavaHelp
■ Madcap Flare
■ chm2web
■ WebWorks ePublisher
■ oXygen XML Editor and XML Author: webhelp + DITA-OT output targets
© Teka bvba
DITA2PDF
Acrobat
<map>
Distiller
FrameMaker
Word
1
2
3
4
5
FOP
© Teka bvba
Render X
DITA Antenna House
Open Toolkit
34
DITA and
translations
How DITA can help
to close the globalization gap
© Teka bvba
■ Faster time-to-market
Authoring Publishing t
Gap
Rev. QA
35
Globalization gap, updates
Authoring Pub. t
Gap
Rev.
So, in conclusion...
■ Standards do matter
■ Organizing content
■ See also:
■ www.scripto.nu
© Teka bvba
■ www.teka-infopilots.com
36