Archive for the 'technical documentation' Category

Succor for Victims of Word’s Automatic Formatting

Monday, September 24th, 2007

Tech writing forums regularly get hit with questions in the vein of “Word has corrupted my styles”. And the answers that come in are useful for some cases. Such as:

  • Always “paste unformatted”.
  • Deselect the option to Automatically Update Document Styles.
  • Deselect the option to Define Styles Based on Your Formatting.

However, what to do when my files already have helter skelter formatting? For this very need we have included “fix styles” in our Author Max toolkit. Details here.

Be a victim of Word’s automatic formatting “features” no longer. Equip yourself with Author Max and fight back.
Katriel

Improve Your Relationships. Where to Code Links? Best practice.

Monday, September 3rd, 2007

Authors working in FrameMaker or Word have hard-coded links within topics to other topics using cross-references. When moving to DITA, authors often tend towards hard-coding links in topics, inserting cross references or using the  element.

What’s wrong with hard-coded links?
They decrease reusability, they tend to break, they tend to get out of date, and they are high maintenance.

  1. Decreased reusability: hard-coded links may not make much sense when a topic is reused but if you hard-coded the links you’re stuck with them.
  2. They tend to break: if the target topic is renamed or moved, the link will break.
  3. They tend to get out of date:  if a related topic is added, the author would have to look in many topics, find the appropriate locations and insert many times the appropriate link.
  4. High maintenance: see reasons 2 and 3 above.

Hard-coded links are not in a good idea in FrameMaker or Word, but when working in unstructured DTP tools you didn’t have much choice.  In DITA you do — and you should use it. “Relationship tables” in DITA allow you to control linking from one place, for many topics, rather than hard code links within many topics.

It’s not often that this blog for power authors is able to offer relationship advice, but today we are. Use relationship tables and start improving your documents!

Best wishes,
Abby, … oops, I mean Katriel

Understanding the Resistance to DITA

Wednesday, July 4th, 2007

In the engineering world the need for standards, and for standards compliance, is almost universally accepted. Standards foster efficiencies and synergies. 

In the technical document world, however, there is an almost inexplicable resistance to standards.  Each company makes their own style guide and templates.  And getting tech writers to voluntarily accept DITA?  Hoo, hoo.  Takes considerable persuasive powers (as well as management carrots and sticks).

Let’s try and understand why this is the case by looking at Pete, a typical manager. Pete could make no changes and continue working tomorrow using the same tools and methods (typically authoring in Word, FrameMaker, and/or using WebWorks to convert to Help, and/or editing content in RoboHelp).  Ideally they would be using a good template and toolkit, such as Author Max

No change is easy.  No need to convince management, no need to battle for a budget, no need to train writers, no disruption.

If Pete decides to go for DITA, he’ll have to do all of the above. Persuade management, get a budget, train writers and figure out how to manage the transition.  Not easy.  And, if the transition is not smooth, Pete could be penalized.

On the other hand, Pete could get through the transition period to DITA and leverage the same team that he had yesterday to produce more documents, more focused documents, better documents.  Is there risk in the transition?  Of course, but that’s what life is about - adapt or disappear. 

I’m just old enough to remember those dinosaurs at the end of the 80s early 90s who were still using white-out, typewriters and cut and paste — because they didn’t go for transition in time.  You know what, I haven’t met any of those dinosaurs anywhere in the last 15 or 20 years, certainly not on the upwardly mobile, happily-employed career track.

So, Pete, what will it be?
Katriel
P.S.  The participants in this month’s DITA Immersion Workshop, and last month’s, and the one before… are voting with their time. Finding out about DITA and empowering themselves to make informed decisions.

Four Flavor Falafel, Tech Writing 2.0 and Wikis

Sunday, June 3rd, 2007

Four Flavor Falafel has opened here in Jerusalem, not too far from Method M. Get your falafel spiced to your taste. Cardamon, curry, chili and – ugh – cinnamon flavors. No longer is the falafel maker master of what goes into your pita. And you know what, he looks pretty happy about it. No wonder, he charges more than his competitors.

User manuals, reference guides and the rest of the technical documentation business has been run much like traditional falafel makers manage their stands. Tech writers create and control all content. This top-down paradigm has made us masters of our manuals, but maybe it bears review in light of the success of Four Flavor Falafel and so many “Web 2.0” businesses.

Wikis for technical documentation are one way of inverting the content pyramid. Opening up contributions and editing may make a lot of sense if your product has an active user community. You can harness the power of a wide group to create more content that users want. Do you lose control? To some extent. But remember the falafel maker who opened up his top-down hierarchy and improved his bottom line.
Katriel

Policy Enforcment vs. Jawboning for Documents

Sunday, June 3rd, 2007

One approach to “policies for working with Word” is rely on goodwill (or gentle arm-twisting – see Jawboning). Another approach, less common, is build-in compliance to the authoring/editing process.  My feeling is that once you have more than one or two people opening and editing documents compliance enforcement should be built-in and jawboning is unlikely to work.

Enforcement sounds draconian, but heck – a lot of people pay taxes because they’re afraid of being audited.  A lot of people use crazy styles, local formatting, and commit other cardinal sins because (1) it’s easier than following policies and (2) there is no enforcement mechanism. 

Full disclosure: next week we will launch a Word add-in called Author Max™ that does compliance enforcement I will post the URL as soon as it’s up and am looking forward to comments.

Katriel 

Bare Bones Writing Course (aka Minimalism, plain language)

Thursday, May 24th, 2007

Working on training my own writers in writing as little as possible, and having that little extremely focused on user needs, we developed an in-house course called Bare Bones Communications. 

The syllabus is now posted on the web — and comments are more than welcome.  One of the goals is to help reorient writers moving, or thinking about moving in the future, to DITA or other topic-based authoring approaches.
Katriel

Really? “Everything takes longer with DITA”

Monday, May 14th, 2007

The Claim: Everything takes longer with DITA

Over coffee this week I heard the complaint “everything takes longer with DITA” from a tech writer at a company that recently converted from unstructured FrameMaker to DITA. Why? Well you just can’t do File Open, add a paragraph or two, and consider your update done.

The Facts

The complaint may well be absolutely true – for the writer at the moment at the time of adding a paragraph. But it is absolutely false for the total document cost because DITA enables:

  • Delivery of the content to the user in multiple instances (e.g. troubleshooting, installation, FAQ, etc.).
  • Customization of the document for presentation to different types of users.
  • Easy updating of the content.
  • Definition of related topics (tasks that must be performed in a sequence, for example).
  • Focusing information on what the customer needs at a particular moment (how-to information, for example, or reference content).
  • And, of course, lower translation costs and much, much, much more.

The Bottom Line

Granted in some cases the productivity of technical writers may drop when writing a first draft, especially in the early stages of learning a new tool, but the total document cost will drop with DITA. Go for it!

Katriel

Motivating Wiki Contributions

Monday, May 14th, 2007

OK. So you made a document wiki. But how do you get subject matter experts to contribute? After all, in Wikipedia only a fraction of viewers ever contribute, but that fraction is still a very large critical mass (As of November 2006, Wikipedia receives 200,000 edits a day). This post was motivated by an off-line correspondence with Anne Gentle about motivation for contributors. Anne’s blog Exploring Information Design and Development has many useful and well-written posts about DITA, Wikis and other topics.

So How Does Your Document Wiki Reach a Critical Mass?

You probably don’t need anywhere need 200,000 edits a day – or even a year – for your Wiki to reach a critical mass that it will be interesting enough to attract and retain viewers. But you to need to attain a critical mass. If your users think that most of the reference and how-to information that they need is found in on-line help, your technical document Wiki project will fail.

Incentives, Incentives, Incentives

You could rely on the good will of your subject matter experts to contribute to the Wiki for the common good. Or, you could recall that 20th century efforts to replace personal incentives with altruistic “from each according to his ability, to each according to his need” resulted in the deaths of tens of millions from repression and famine under Stalin and Mao.

In the academic world, recognition for contributing knowledge (typically measured by publications) comes in the form of tenure, increased research grants, and – of course – enchanced social status in the community.

A brief and readable academic study “Why Do People Write for Wikipedia? Incentives to Contribute to Open-Content Publishing” by Andrea Forte and Amy Bruckman of the Georgia Institute of Technology, describes what incentives work for Wikipedia and provides important lessons for any organization who wants to ensure the success of their own Wiki.

Bottom line: you need to provide incentives.

What Can You Do to Provide Incentives for your Company Wiki?

One approach is just to close down alternative venues. No more RoboHelp, Flare, or WebWorks conversions from Word or FrameMaker. This approach is likely to work for your technical writing staff who, after all, have to put their output somewhere. But, it is unlikely to work for subject matter experts (SMEs) – the engineering, implementation, support and management whose inputs we want and need to reach critical mass.

For SMEs, I suggest recognition. First and foremost recognition. In any organization, but especially in large organizations, ambitious staff need to keep their face in the public view to advance.

  • Topic pages should identify contributors and editors.
  • User pages should provide metrics for contributors (e.g., started X topics, contributed edits to Y topics, offered Z edits over the last year).
  • Topic pages or user pages should offer contributors the possibility of including their picture, real name and/or contact information (e.g. Jane Doe, implementation mananger for new customers in Slovakia.)

Katriel

How Far to Open Your Wiki?

Tuesday, May 8th, 2007

In response to “It takes a confident technical writer to ‘let go’ and open up his or her documentation to Wiki” in a previous post I have been berated for not mentioning that you can configure most Wikis to allow select users to add/edit content. 

So, for clarity:  

  • You can configure most Wikis to allow select users to add/edit content. 
  • For example, you might want to allow the tech writers, product managers and CTO write permission.
  • For other users, the Wiki functions much like a regular on-line help (except, of course, you can enable users to add comments, view other comments, and you can exercise a lot of control over the look and feel of the Wiki.)

Katriel

Technical Documentation and Your Company in Google

Sunday, May 6th, 2007

“Google is not a search engine. Google is a reputation-management system.” – Clive Thompson in Wired (March/April 2007).

Think about how your company appears in Google – and if you can leverage tech documents to improve your Google ratings. As an example, let’s take a company called HumanEyes that offers “software for producing visual 3D and lenticular effects.”

Googling for lenticular printing yields just one result for HumanEyes in the top 10. You guessed it – a page from tech docs posted to the web with useful information about lenticular lens types. Kudos to the authors at HumanEyes!

When deciding if tech documentation will be posted to the web, factor in the influence on the Google “reputation-management system”. Tech writers – start planning on-line documentation for maximum effect on Google rankings. And when you succeed, show management (before annual bonuses are calculated)!
Katriel

Wiki for Tech Writer Blogs

Sunday, May 6th, 2007

Tom Johnson of Tech Writer Voices has setup a directory of technical writer blogs.  This is an excellent resource.

By the way, Tom has both Tech Writer Voices (a podcast for technical writers) and I’d Rather be Writing (a blog for technical writers, with lots of neat ideas and useful links).

Systematically Avoiding Document Gaffes

Monday, April 30th, 2007

Systematically preventing errors in published documents is the subject of this post.

Comments, revision marks, embedded questions, internal product names, and other content not meant for general publication have been a major pain point for Word users.

Word 2007 provides the Document Inspector – a tool for preventing distribution of the content that you don’t want to share.  In addition to the out of the box routines provided by the Document Inspector, Word 2007 enables creating new inspector modules that meet very specific needs – your needs – using the “DocumentInspectors” collection type.

If you are using an earlier version of Word, the good news is that you can use VBA to create tools that mimic the functionality of Document Inspector. Ahem, ahem — get ready for a bit of shameless self-promotion — you can also  get ready-made Document Inspector-like functionality for earlier versions of Word –from Method M. For more, download the article about systematically avoiding document gaffes.
Katriel