Taking the Show on the Road
Implementing DITA Across Verticals
Jeff Engle—Solution Architect
October 26, 2016
Agenda
Discussion of
Three Different DITA
Implementations
Overview of the
Challenges/Opportunities
Implementation Reviews
• Xerox’s Internal Implementation
of DITA (“Standard” Technical
Implementation)
• Human Resources Implementation
• Learning and Training
2 October 20, 2016
3 October 20, 2016
Overview
Who has been involved
with an implementation
of DITA in Tech Pubs?
Who has been involved
with an implementation
of DITA in Learning
and Training?
How many people
have implemented
DITA in HR or other
non-technical areas
of an organization?
What type of DITA implementations have you been part of?
October 20, 20164
What could these things have in common?
Technical versus Human Resources Content
5 October 20, 2016
Technical Documentation
for Printers/Copiers
• User Guides
• System Administration Guides
• Customer Engagement/Installation Guides
• Knowledge Base/xerox.com
• Specification Sheets
• Marketing Brochures
Technical versus Human Resources Content
6 October 20, 2016
Human Resources Documents
• Enrollment Guides
• Summary Plan Descriptions (SPDs)
• Benefits Brochures
• Training Materials
Technical versus Human Resources Content
7 October 20, 2016
What’s similar
about the
environments?
Large amount of content
Lots of similar/
identical content
Multiple configurations of
content for publications
Need a standard, consistent
branded output
Need for various publication
output types
8 October 20, 2016
What’s different
about the
environments?
Authoring skillset/toolset
Component Content
Management System (CCMS)
• Publishing
• CCMS
• Authoring Tool
9 October 20, 2016
10 October 20, 2016
Xerox Implementation Review
11 October 20, 2016
DITA Implementation
• Implemented DITA in 2007
• 40–45 deliverables a year
• Translating into 18+ languages
• Publication formats:
PDF, Java Help and HTML Help
• Achieved cost savings,
built in the reuse
• Continuous process improvement
• Specification sheets—standard product
information
‒ Marketing brochures, user guides, system
administration guides and installation guides all have
the same data
• Specifications sometimes inconsistent across
publications, based on changing information
• Development cycles and documentation
release are different
• Want to “automatically” update all the
deliverables
Specification Sheets
12 October 20, 2016
• Multiple deliverables
with the “same” content
• Create datasheet with all
data points for products
• Each data point must
be broken out
Implementation Details
13 October 20, 2016
Spec Sheet: Up to 30 / 30 ppm
Brochure: 30 ppm color / black and white
User Guide: 30 ppm
Specification Sheet Automation
14 October 20, 2016
Specification and Brochure Example
15 October 20, 2016
16 October 20, 2016
Always improving and
looking for new ways
to improve.
Improve consistency
across deliverables by
referencing from one
source datasheet.
Keys and conkeyref
provide flexibility.
Summary
17 October 20, 2016
Human Resources Implementation Review
18 October 20, 2016
Business Need
• Manage content more efficiently
• Reduce authoring/editing time
‒ Take advantage of common content
• Multiple configurations of content
Human Resources Implementation
Summary Plan Descriptions
(SPDs)/Enrollment Guides
• Generally same sections in all
SPDs: Deductibles, What’s Covered,
What’s Not Covered, Co-Pay,
Co-Insurance, etc.
• Multiple sections of legal language,
don’t change from SPD to SPD
• Vary in length 10–400+ pages each
Reuse Opportunity
19 October 20, 2016
Reuse Opportunity
20 October 20, 2016
50% 30% 20%
21 October 20, 2016
230+ Different Versions of SPDs
Human Resources
Implementation
Authoring
Content conversion
Training
• New authoring tools, processes,
ways of authoring
• New Component Content
Management System
• Topic-based reviews rather than
document reviews
Ongoing authoring support
22 October 20, 2016
23 October 20, 2016
Human Resources
Implementation
DITA
Specialized standard DITA
addresses specific needs
• Add/remove elements
• Add new attributes
– Provide access to
formatting attributes
Attribute Specialization Examples
24 October 20, 2016
Element Specialization Examples
25 October 20, 2016
Topic Example—Publication Instructions
26 October 20, 2016
Subject Scheme
Pick lists for various
attributes
• Profiling content
• Presentation
Flexible from
project-to-project,
no need to update DTDs
27 October 20, 2016
DITA Output Samples
28 October 20, 2016
DITA Output Samples
29 October 20, 2016
• Shifting responsibilities of designers
‒ More on design, less on implementation
• Authors have more control over the layout
• Faster time to “final” designed output
• Easy updates of colors/images
‒ Use of keys and conkeyref allows for images
and colors to be configured in one place
Productivity Enhancements
30 October 20, 2016
31 October 20, 2016
DITA can have the
same benefits in
non-tech pubs.
Can provide the flexibility
needed from a publishing
perspective.
Summary
32 October 20, 2016
Learning and Training Implementation Review
• All content was in Quark®
• Everything is designed around print
• Little reuse, mostly copy/paste (really good
job of copy/paste)
• Instructor support materials/lesson plans are
updated separately from student materials
• Customized content for customers required
lots of manual changes and copy/paste
Learning and Training
33 October 20, 2016
Implementation
Goals
Single source of content, version
controlled in a component content
management system
Instructor and student content
integrated for ease of course
customization
Multichannel publishing with
standardized templates
Reused components dynamically
updated wherever they’re used
34 October 20, 2016
Structure for Learning
35 October 20, 2016
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.1
1.2
1.3
1.4 - 1.6
1.7
Student Text
Instructor Support
Materials
Structure for Learning
36 October 20, 2016
Student Text
Instructor Support
Materials
Structure for Learning
37 October 20, 2016
• Safety first
• Be environmentally
responsible
• Once every 5,000 miles
Saving money by changing your own
oil is good, but be sure to be safe.
Remember, too, that spilled oil
pollutes our environment. Be careful
and dispose of used oil properly.
You’ll get long life from your car’s
engine if you change the oil every
5,000 miles.
Student Text
Instructor Support
Materials
Structure for Learning
38 October 20, 2016
Objectives
Instructor Support
Materials
Student Text
Assessments
Structure for Learning
October 20, 2016
Objectives
Instructor Support
Materials
Student Text
Assessments
Summary
Overview
39
Authoring Environment Example
40 October 20, 2016
Learning Course Layout—Different Customers
October 20, 2016
Template/Vanilla Customer A Customer B
41
42 October 20, 2016
Implementation
Benefits
Dramatic reduction in custom
course configurations
Create instructor slides with
figures and tables
Terms and definitions
Assessment questions
eLearning content with
the topic
43 October 20, 2016
All three implementation
examples use the same
basic processes/concepts.
Combination of DITA and
CCMS implementation
allows for content to be
delivered more
dynamically and efficiently.
With the right tools and
training, DITA can be
implemented successfully
in various verticals.
Summary
44 October 20, 2016
Questions
45
©2016 Xerox Corporation. All rights reserved. Xerox®, Xerox and Design® and “Work Can Work Better” are trademarks of
Xerox Corporation in the United States and/or other countries.10/16 LOVME126 ESP-SC0190 BR20023

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Jeff Engle: Taking the Show on the Road

  • 1. Taking the Show on the Road Implementing DITA Across Verticals Jeff Engle—Solution Architect October 26, 2016
  • 2. Agenda Discussion of Three Different DITA Implementations Overview of the Challenges/Opportunities Implementation Reviews • Xerox’s Internal Implementation of DITA (“Standard” Technical Implementation) • Human Resources Implementation • Learning and Training 2 October 20, 2016
  • 3. 3 October 20, 2016 Overview
  • 4. Who has been involved with an implementation of DITA in Tech Pubs? Who has been involved with an implementation of DITA in Learning and Training? How many people have implemented DITA in HR or other non-technical areas of an organization? What type of DITA implementations have you been part of? October 20, 20164
  • 5. What could these things have in common? Technical versus Human Resources Content 5 October 20, 2016
  • 6. Technical Documentation for Printers/Copiers • User Guides • System Administration Guides • Customer Engagement/Installation Guides • Knowledge Base/xerox.com • Specification Sheets • Marketing Brochures Technical versus Human Resources Content 6 October 20, 2016
  • 7. Human Resources Documents • Enrollment Guides • Summary Plan Descriptions (SPDs) • Benefits Brochures • Training Materials Technical versus Human Resources Content 7 October 20, 2016
  • 8. What’s similar about the environments? Large amount of content Lots of similar/ identical content Multiple configurations of content for publications Need a standard, consistent branded output Need for various publication output types 8 October 20, 2016
  • 9. What’s different about the environments? Authoring skillset/toolset Component Content Management System (CCMS) • Publishing • CCMS • Authoring Tool 9 October 20, 2016
  • 10. 10 October 20, 2016 Xerox Implementation Review
  • 11. 11 October 20, 2016 DITA Implementation • Implemented DITA in 2007 • 40–45 deliverables a year • Translating into 18+ languages • Publication formats: PDF, Java Help and HTML Help • Achieved cost savings, built in the reuse • Continuous process improvement
  • 12. • Specification sheets—standard product information ‒ Marketing brochures, user guides, system administration guides and installation guides all have the same data • Specifications sometimes inconsistent across publications, based on changing information • Development cycles and documentation release are different • Want to “automatically” update all the deliverables Specification Sheets 12 October 20, 2016
  • 13. • Multiple deliverables with the “same” content • Create datasheet with all data points for products • Each data point must be broken out Implementation Details 13 October 20, 2016 Spec Sheet: Up to 30 / 30 ppm Brochure: 30 ppm color / black and white User Guide: 30 ppm
  • 15. Specification and Brochure Example 15 October 20, 2016
  • 16. 16 October 20, 2016 Always improving and looking for new ways to improve. Improve consistency across deliverables by referencing from one source datasheet. Keys and conkeyref provide flexibility. Summary
  • 17. 17 October 20, 2016 Human Resources Implementation Review
  • 18. 18 October 20, 2016 Business Need • Manage content more efficiently • Reduce authoring/editing time ‒ Take advantage of common content • Multiple configurations of content Human Resources Implementation Summary Plan Descriptions (SPDs)/Enrollment Guides • Generally same sections in all SPDs: Deductibles, What’s Covered, What’s Not Covered, Co-Pay, Co-Insurance, etc. • Multiple sections of legal language, don’t change from SPD to SPD • Vary in length 10–400+ pages each
  • 20. Reuse Opportunity 20 October 20, 2016 50% 30% 20%
  • 21. 21 October 20, 2016 230+ Different Versions of SPDs
  • 22. Human Resources Implementation Authoring Content conversion Training • New authoring tools, processes, ways of authoring • New Component Content Management System • Topic-based reviews rather than document reviews Ongoing authoring support 22 October 20, 2016
  • 23. 23 October 20, 2016 Human Resources Implementation DITA Specialized standard DITA addresses specific needs • Add/remove elements • Add new attributes – Provide access to formatting attributes
  • 27. Subject Scheme Pick lists for various attributes • Profiling content • Presentation Flexible from project-to-project, no need to update DTDs 27 October 20, 2016
  • 28. DITA Output Samples 28 October 20, 2016
  • 29. DITA Output Samples 29 October 20, 2016
  • 30. • Shifting responsibilities of designers ‒ More on design, less on implementation • Authors have more control over the layout • Faster time to “final” designed output • Easy updates of colors/images ‒ Use of keys and conkeyref allows for images and colors to be configured in one place Productivity Enhancements 30 October 20, 2016
  • 31. 31 October 20, 2016 DITA can have the same benefits in non-tech pubs. Can provide the flexibility needed from a publishing perspective. Summary
  • 32. 32 October 20, 2016 Learning and Training Implementation Review
  • 33. • All content was in Quark® • Everything is designed around print • Little reuse, mostly copy/paste (really good job of copy/paste) • Instructor support materials/lesson plans are updated separately from student materials • Customized content for customers required lots of manual changes and copy/paste Learning and Training 33 October 20, 2016
  • 34. Implementation Goals Single source of content, version controlled in a component content management system Instructor and student content integrated for ease of course customization Multichannel publishing with standardized templates Reused components dynamically updated wherever they’re used 34 October 20, 2016
  • 35. Structure for Learning 35 October 20, 2016 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.1 1.2 1.3 1.4 - 1.6 1.7 Student Text Instructor Support Materials
  • 36. Structure for Learning 36 October 20, 2016 Student Text Instructor Support Materials
  • 37. Structure for Learning 37 October 20, 2016 • Safety first • Be environmentally responsible • Once every 5,000 miles Saving money by changing your own oil is good, but be sure to be safe. Remember, too, that spilled oil pollutes our environment. Be careful and dispose of used oil properly. You’ll get long life from your car’s engine if you change the oil every 5,000 miles. Student Text Instructor Support Materials
  • 38. Structure for Learning 38 October 20, 2016 Objectives Instructor Support Materials Student Text Assessments
  • 39. Structure for Learning October 20, 2016 Objectives Instructor Support Materials Student Text Assessments Summary Overview 39
  • 41. Learning Course Layout—Different Customers October 20, 2016 Template/Vanilla Customer A Customer B 41
  • 42. 42 October 20, 2016 Implementation Benefits Dramatic reduction in custom course configurations Create instructor slides with figures and tables Terms and definitions Assessment questions eLearning content with the topic
  • 43. 43 October 20, 2016 All three implementation examples use the same basic processes/concepts. Combination of DITA and CCMS implementation allows for content to be delivered more dynamically and efficiently. With the right tools and training, DITA can be implemented successfully in various verticals. Summary
  • 44. 44 October 20, 2016 Questions
  • 45. 45
  • 46. ©2016 Xerox Corporation. All rights reserved. Xerox®, Xerox and Design® and “Work Can Work Better” are trademarks of Xerox Corporation in the United States and/or other countries.10/16 LOVME126 ESP-SC0190 BR20023