one man writes
one man designs
one man blogs

Archive for November 2008

 
 

Planning the big move

I’ve waffled on about single source and our plans for long enough so, as we are finally starting the process itself, I thought I’d capture some information as we go along. However, it’s probably good to set the scene, so I’ll cover that stuff first. Over time you’ll be able to see all the posts related to this work here.

With a most recent product release almost out of the door, our thoughts turn to the next few months and, finally, beginning to move our content to Author-it. During our weekly team meetings, and across several shorter planning meetings in the past months, we’ve covered most of what we think we need to have covered.

However, to be sure we’ve decided to have an entire day, locked away in a room, to go over the basics and properly plan the content migration. We have a provisional agenda but it’ll be a fairly open session for most of the time, as long as we can drive out actions I’ll be happy. I’ll be shifting my PC into a meeting room and running it on a large screen so we can actually try things out whilst we are there.

So far the agenda looks something like this:

  • recap the basics - what is reuse, what topic types do we have
  • EXERCISE - take a sample chapter and walk thru the import method
  • where will the imported topics live? (we have a structure, is it right?)
  • how do we handle maintenance of different versions of the guides?
  • EXERCISE - working practice - RID needs changed from 2.7 through to latest - how do we do that?
  • output templates - what do we need?
  • working with graphics - agree best practice
  • what import templates need to be created
  • who will import what?

The two exercises are there to help us troubleshoot any potential issues that may arise in everyday usage. We’ve already had discussions around topic types, the structure of the content within Author-it and I think we’ve covered everything but the main underlying aim of this day will be to flush out anything we’ve missed, or highlight any minor niggles that we aren’t aware of yet. Hopefully we can answer all of our questions (or at least understand the questions properly) and move forward from there.

Of course the REALLY big question is whether I bring in doughnuts or chocolate biscuits for the day…

Camtasia

Back from a week in Spain (weather was lovely, as was the cerveza and tapas!) I’ve taken some time to look into some suggestions for screen recording.

Part of the developer community website we have was always aimed at providing online video tutorials showing the latest features. However we’ve had acres of issues getting these produced. The recording usually goes ok but editing them and getting them into a format that is acceptable for the website seemed to be causing us problem after problem.

Having checked out all three suggestions, Wink, Demobuilder and Camtasia Studio I have to admit (and you’ve probably already guessed from the title of this post) that Camtasia Studio blew me away. It’s a very slick piece of software, brilliantly designed to lead you further into the complexities it CAN offer without dazzling you with options the frist time you fire it up.

One of the best features, the one that took me by surprise, is called SmartFocus. As you click around the screen it zooms in appropriately and only, rarely, missed a beat in the few demo recordings I took. It’s very impressive, and once you get into editing the recordings, splitting them up, adding transitions, captions, callouts… well I’m sold. As will my company very soon (the purchased order has been raised).

Thanks to all for their suggestions.

If you are looking for a very simple and quick way of recording a screen demonstration (I’ve run up to about 30 minutes without issue) then go download the Camtasia Studio demo copy. You can try it for 30 days and if you are in the market for software like this then definitely give it a look.

Hell, if you have 30 minutes free, download it, install it, record something and watch the playback. You’ll probably start to wonder what you COULD use it for in the future…

Note: I’m not being paid for this, just the opinion of a very impressed first time user.

Teaching Demos

Taking a break from the Author-it, I’ve been playing with WINK, an open source tutorial and presentation authoring software. It’s quite nice but unfortunately I’ve been having issues getting the recorded presentations rendered into Flash.

So I’ve started to look about for other options, but there are so many options out there that I’m a little befuddled and overwhelmed.

We want to record some presentations that show off the new features in our product. A few of our developers have given a few of these to internal staff, but I want to get them recorded and viewable online in our development community website. Getting the recording software to do what we want is proving the biggest obstacle though, so it’s over to you guys and gals!

Do you record any presentations? If so what software do you use to record them, and how do you make them available online? Ideally we’d like flash as an output format but as long as it’s viewable we aren’t that fussy.

Any suggestions?

How do we structure our topics?

I’ve waffled on about single source and our plans for long enough so, as we are finally starting the process itself, I thought I’d capture some information as we go along. However, it’s probably good to set the scene, so I’ll cover that stuff first. Over time you’ll be able to see all the posts related to this work here.

Where should it live?

Next up in our journey towards Author-it nirvana is to decide how to store our content. Author-it stores information as topics, and as topics are designed to be reused, locating them is a key part of the Author-it solution.

One approach would be to simply dump a lot of the topics in loosely appropriate folders and let the built-in search help us find the topics we need. That way the topic names can be a little ambiguous as the content of the topic is what matters.

However that feels a little like flying by the seat of our pants so I’m keen to try and figure out the best way to store the content within Author-it not only to make it easier for the technical writers, but to future proof us as much as possible.

The Author-it Knowledge Center (sic) is chock full of useful information and includes a topic on folder structure which rightly states that:

You need to choose the approach that best suits your requirements. You can have as many folders as you need (but remember that too many, may get confusing…) and as many levels as are required. Also consider the reusability of your content. By burying objects in a myriad of sub folders, others may not know that these objects exist and end up creating multiple copies of the same information - meaning the information is duplicated in more than one place.

Another useful thing to know when creating folders is that when folders are created, they inherit the security of its parent. Therefore, when you design your initial folder structure, it is worthwhile creating some folders at the very top level to set security, and then creating any sub folders within these.

One thing my team and I are hoping to adopt is a DITA based structure. Whilst built in DITA support is not yet part of Author-it (but it’s coming) we do like the way DITA approaches topic-based writing and can easily map most of our content to the default topic types with which DITA is concerned. This also gives us an exit route out of Author-it should we ever decide to change our tooling in the coming years.

However, simply storing all of our content in 3 or 4 folders (1 per topic type) would still leave us with a huge number of topics per folder, so obviously we need some other way of structuring the content logically. And, in a nice twist, we are also going to be restructuring how we offer the published content in the future so we can’t base the folder structure on our current documentation set. That makes sense moving forward as well as we may well start offer different groupings of information anyway and I’d rather not perpetuate our current document-centric view.

So, what have we decided?

After some thought we realised that the only way to structure the content in Author-it to make it easy to locate is to focus on user role. We discounted using product terms here as some of the information we will be writing in the future doesn’t easily fall into a specific area of the product so we’d end up with a generic “Other Stuff” area which suggests that that was the wrong approach.

Essentially we have three user types for our product set; Developer, Administrator and End User. Under those folders we then break down the information accordingly into areas of product information (for example “Installation”). We tried to steer away, again, from using product specific areas but as the large part of our product is a development kit we realised that it made sense to base that information on the “tools” within the development kit, rather than trying to conceptualise the information any further.

Beneath those folders we then break out into, loosely, DITA-focused folders of Concepts, Procedures, and References, with an additional folder to hold Graphics (screenshots, diagrams and so on). DITA suggests Tasks, not Procedures but we consider a task to be at a higher-level, with one task containing one or more procedures.

So we have a basic folder structure in Author-it that looks a little like this:

    \Administrator [User Role]
    	\Installation [Information Area]
    		\Concepts [Topic Type]
    		\Graphics
    		\Procedures [Topic Type]
    		\Reference [Topic Type]
    

We think this will work for us, and we’ll be testing it with a sample chapter or two very soon. We definitely need to get this right now before we start converting our content over but the thoughts and details of that exercise are for another post.