Bernard Aschwanden
www.publishingsmarter.com
bernard@publishingsmarter.com
VIDEO of this presentation is also available
https://www.youtube.com/watch?v=yE9cjNxiqMs
Topic-Based Writing:
From Idea to Output
17:44
1
@publishsmarter
What to expect
17:44@publishsmarter
 Text-rich, illustration-heavy,
table-filled, overly-hyphenated
manuals and docs sit on the
shelf and never get read
 Today, we read information
in the format we want, on
whatever device we want, and
with just enough information
to support what we need to do
 Learn more about topic-based
writing, what it is and what it
can do for your approach to
documentation
 Any device, any time,
any format
 Smaller chunks of
information, topic types,
reusable, assembled as
needed, delivered in any
format
 Explore the idea of topic-
based writing, single-sourcing
materials, and replacing some
text with audience friendly
information
 We'll create a sample
document set, update
materials in many software
tools, and deliver PDF,
XHTML, web-friendly, multi-
device, platform
independent information
2
Standard disclaimer
17:44@publishsmarter
 In the interest of brevity I
will make some blanket
statements to keep it
simple
 It’s not all 100% “the
truth”, but I’ll stay close
 Purists may complain
 And they are wrong!
 (except when they are
right)
 In the interest of time and
content I’ll go quickly
3
But what if it’s too fast?
17:44@publishsmarter
4
 No worries as it’s all recorded
 Slides are online as well at:
 http://www.slideshare.net/PublishingSmarter/topic-based-
writing-from-idea-to-output
 And the video to go with this is online too!
 https://www.youtube.com/watch?v=yE9cjNxiqMs
What it is, where it matters,
how to get there
@publishsmarter 17:44
5
Topic-based writing
What it is
17:44@publishsmarter
6
 A way to create content from standalone topics each
of which is:
 Smallest possible unit of information that makes sense on its
own (no absolute dependencies)
 Reusable as a standalone unit of information
 Based on information type (concept, reference, task)
 Can be assembled to create help, HTML, PDF, etc
 Linked and referenced to build relationships
 Modular means:
 Pieces of information
must make sense
without context
 Pieces of information
can be moved around
 Context may or may not
bring extra meaning to
individual pieces
17:44
7
@publishsmarter
Thinking in topics
17:44@publishsmarter
8
 In the past
 Content flowed from first, to second, to third
 Dependencies created to ‘before’ and ‘after’ content
 Difficult to reuse or reorganize with ease
 With topic-based writing
 Content becomes discrete, stand-alone unit of info
 No concept of ‘before’ or ‘after’ but rather ‘related’
 Context of use may modify the message
Benefits of topic-based content for users
17:44@publishsmarter
9
 Read what you want
 Read in the order you want
 Common layout makes it fast to scan and find
content (beyond search)
 Right information, right format, right time
 Information is in topic types, each with a purpose
 Task: How to complete a goal
 Concept: Why a goal is worth achieving, or what it is
 Reference: Quick lookup or guide to technical specs
Sometimes you can say more by not
saying anything at all
@publishsmarter 17:44
10
Text substitution
Tables
17:44@publishsmarter
11
 Best used in reference materials
 Short, concise comparisons
 In tasks, avoid If… Then… approach
 Generally these are tasks or broken out
 Consider substeps
 Some may be reference info instead
 If documenting issues, fix the UI
 In electronic docs these may also be able to sort
content based on user requests
Sample keyboard shortcuts
17:44@publishsmarter
12
Function Modifier Key Icon Notes
Cut Ctrl x Places selected content on the clipboard.
Copy Ctrl c Places selected content on the clipboard.
Paste Ctrl v Places clipboard content at the insertion point.
Font edit Ctrl+Shift f Opens the font dialog to edit text appearance.
Function Modifier Key Icon Notes
Copy Ctrl c Places selected content on the clipboard.
Font edit Ctrl+Shift f Opens the font dialog to edit text appearance.
Paste Ctrl v Places clipboard content at the insertion point.
Cut Ctrl x Places selected content on the clipboard.
Sort by Key
Default sort as presented (grouped by functions)
Value of an image
17:44@publishsmarter
 Rather than text
 The breather is located on
top of the pump and is
usually capped in black.
 Consider this:
 Rather than text
 The valve is located
between the main tank
and the exhaust pipe.
 Consider this:
13
Complex image with a callout table
17:44@publishsmarter
14
# Name # Name
A Revolving
nosepiece
F Arm
B Objective G Stage
C Stage clips H Coarse adjustment
knob
D Diaphragm I Fine adjustment knob
E Light source J Base
A
B
C
D
E
F
G
H
I
J
Orient users in large images
17:44@publishsmarter
15
Step 2: Use the dipstick to check lubricant levels
Organize information
17:44@publishsmarter
16
 A comparison of average size tells you whales are
big:
 US male is 5’9”
 US female is 5’4”
 Beluga whale is 18’ long
 Blue whale is 98’ long
 A table can tell you the same thing
Mammal Avg length/height
Human being 5’7”
Beluga whale 18’
Blue whale 98’
6’ / 2m
< 6’
98’
18’
Based on DITA because, well...
@publishsmarter 17:44
17
Let’s get into topics
DITA should matter to you
17:44@publishsmarter
18
 A growing standard with vendor support
 More companies looking for DITA skills
 Not just structured writing; best practices:
 Planning content
 Organizing information
 Developing relationships
 Using automation where it makes sense
 Darwin Information Typing Architecture
 DITA is about Topic, Maps, Specializations
 Some common topic types include
 concept
 reference
 task
 glossary
 bookmap and map
17:44@publishsmarter
19
DITA in a single slide
DITA Information Types
Topic–Concept–Task–Reference
Types of topics
17:44@publishsmarter
20
 Tasks: Start with tasks (Users don’t
want to learn about something unless
they have to)
 What does the user need to do? Identify those
and then write how they do it.
 Concepts: Supporting info for a task
 In many cases, concepts can provide a clear
conceptual model that is lacking in a task. Used
to orient the users.
 References: Quick look up; no
procedures, no conceptual information
Start with tasks
17:44@publishsmarter
21
 Odds are people are doing things when they
discover a need to look up docs
 Tasks are the most likely place users turn
 An answer to how that tells the user just what to do
and the order in which to do it
 Step-by-step instructions that enables a user to
actually do something
Support them with concepts and references
17:44@publishsmarter
22
 Concepts explain “what is” or “why would I” info
 References are more “tech specs”
For example, if talking about saving files…
17:44@publishsmarter
23
 Task
 Save a file
 Save a file with a new name, or to another location
 Concept
 When you save files, this is what happens
 Reasons to save files
 References
 File formats
Good question, let’s go play
@publishsmarter 17:44
24
What about “hands-on” stuff?
From the outline
17:44@publishsmarter
25
 We'll create a sample document set, update
materials in many software tools, and deliver PDF,
XHTML, web-friendly, multi-device, platform
independent information
Working the sample documents
17:44@publishsmarter
26
 Several tools, using DITA
 Oxygen to create content
 XML to edit content
 FrameMaker to publish content
 And back again…
Publish the output
17:44@publishsmarter
27
 All the tools allow you to publish content
 And more are out there
Summing up the discussion,
and options to continue it.
@publishsmarter 17:44
28
Conclusion and contact
Follow up contact information
17:44@publishsmarter
29
905 833 8448 (Eastern Time)
bernard@publishingsmarter.com
www.linkedin.com/in/bernardaschwanden
@publishsmarter or @aschwanden4stc
www.publishingsmarter.com

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Topic based writing from idea to output

  • 1. Bernard Aschwanden www.publishingsmarter.com [email protected] VIDEO of this presentation is also available https://www.youtube.com/watch?v=yE9cjNxiqMs Topic-Based Writing: From Idea to Output 17:44 1 @publishsmarter
  • 2. What to expect 17:44@publishsmarter  Text-rich, illustration-heavy, table-filled, overly-hyphenated manuals and docs sit on the shelf and never get read  Today, we read information in the format we want, on whatever device we want, and with just enough information to support what we need to do  Learn more about topic-based writing, what it is and what it can do for your approach to documentation  Any device, any time, any format  Smaller chunks of information, topic types, reusable, assembled as needed, delivered in any format  Explore the idea of topic- based writing, single-sourcing materials, and replacing some text with audience friendly information  We'll create a sample document set, update materials in many software tools, and deliver PDF, XHTML, web-friendly, multi- device, platform independent information 2
  • 3. Standard disclaimer 17:44@publishsmarter  In the interest of brevity I will make some blanket statements to keep it simple  It’s not all 100% “the truth”, but I’ll stay close  Purists may complain  And they are wrong!  (except when they are right)  In the interest of time and content I’ll go quickly 3
  • 4. But what if it’s too fast? 17:44@publishsmarter 4  No worries as it’s all recorded  Slides are online as well at:  http://www.slideshare.net/PublishingSmarter/topic-based- writing-from-idea-to-output  And the video to go with this is online too!  https://www.youtube.com/watch?v=yE9cjNxiqMs
  • 5. What it is, where it matters, how to get there @publishsmarter 17:44 5 Topic-based writing
  • 6. What it is 17:44@publishsmarter 6  A way to create content from standalone topics each of which is:  Smallest possible unit of information that makes sense on its own (no absolute dependencies)  Reusable as a standalone unit of information  Based on information type (concept, reference, task)  Can be assembled to create help, HTML, PDF, etc  Linked and referenced to build relationships
  • 7.  Modular means:  Pieces of information must make sense without context  Pieces of information can be moved around  Context may or may not bring extra meaning to individual pieces 17:44 7 @publishsmarter
  • 8. Thinking in topics 17:44@publishsmarter 8  In the past  Content flowed from first, to second, to third  Dependencies created to ‘before’ and ‘after’ content  Difficult to reuse or reorganize with ease  With topic-based writing  Content becomes discrete, stand-alone unit of info  No concept of ‘before’ or ‘after’ but rather ‘related’  Context of use may modify the message
  • 9. Benefits of topic-based content for users 17:44@publishsmarter 9  Read what you want  Read in the order you want  Common layout makes it fast to scan and find content (beyond search)  Right information, right format, right time  Information is in topic types, each with a purpose  Task: How to complete a goal  Concept: Why a goal is worth achieving, or what it is  Reference: Quick lookup or guide to technical specs
  • 10. Sometimes you can say more by not saying anything at all @publishsmarter 17:44 10 Text substitution
  • 11. Tables 17:44@publishsmarter 11  Best used in reference materials  Short, concise comparisons  In tasks, avoid If… Then… approach  Generally these are tasks or broken out  Consider substeps  Some may be reference info instead  If documenting issues, fix the UI  In electronic docs these may also be able to sort content based on user requests
  • 12. Sample keyboard shortcuts 17:44@publishsmarter 12 Function Modifier Key Icon Notes Cut Ctrl x Places selected content on the clipboard. Copy Ctrl c Places selected content on the clipboard. Paste Ctrl v Places clipboard content at the insertion point. Font edit Ctrl+Shift f Opens the font dialog to edit text appearance. Function Modifier Key Icon Notes Copy Ctrl c Places selected content on the clipboard. Font edit Ctrl+Shift f Opens the font dialog to edit text appearance. Paste Ctrl v Places clipboard content at the insertion point. Cut Ctrl x Places selected content on the clipboard. Sort by Key Default sort as presented (grouped by functions)
  • 13. Value of an image 17:44@publishsmarter  Rather than text  The breather is located on top of the pump and is usually capped in black.  Consider this:  Rather than text  The valve is located between the main tank and the exhaust pipe.  Consider this: 13
  • 14. Complex image with a callout table 17:44@publishsmarter 14 # Name # Name A Revolving nosepiece F Arm B Objective G Stage C Stage clips H Coarse adjustment knob D Diaphragm I Fine adjustment knob E Light source J Base A B C D E F G H I J
  • 15. Orient users in large images 17:44@publishsmarter 15 Step 2: Use the dipstick to check lubricant levels
  • 16. Organize information 17:44@publishsmarter 16  A comparison of average size tells you whales are big:  US male is 5’9”  US female is 5’4”  Beluga whale is 18’ long  Blue whale is 98’ long  A table can tell you the same thing Mammal Avg length/height Human being 5’7” Beluga whale 18’ Blue whale 98’ 6’ / 2m < 6’ 98’ 18’
  • 17. Based on DITA because, well... @publishsmarter 17:44 17 Let’s get into topics
  • 18. DITA should matter to you 17:44@publishsmarter 18  A growing standard with vendor support  More companies looking for DITA skills  Not just structured writing; best practices:  Planning content  Organizing information  Developing relationships  Using automation where it makes sense
  • 19.  Darwin Information Typing Architecture  DITA is about Topic, Maps, Specializations  Some common topic types include  concept  reference  task  glossary  bookmap and map 17:44@publishsmarter 19 DITA in a single slide DITA Information Types Topic–Concept–Task–Reference
  • 20. Types of topics 17:44@publishsmarter 20  Tasks: Start with tasks (Users don’t want to learn about something unless they have to)  What does the user need to do? Identify those and then write how they do it.  Concepts: Supporting info for a task  In many cases, concepts can provide a clear conceptual model that is lacking in a task. Used to orient the users.  References: Quick look up; no procedures, no conceptual information
  • 21. Start with tasks 17:44@publishsmarter 21  Odds are people are doing things when they discover a need to look up docs  Tasks are the most likely place users turn  An answer to how that tells the user just what to do and the order in which to do it  Step-by-step instructions that enables a user to actually do something
  • 22. Support them with concepts and references 17:44@publishsmarter 22  Concepts explain “what is” or “why would I” info  References are more “tech specs”
  • 23. For example, if talking about saving files… 17:44@publishsmarter 23  Task  Save a file  Save a file with a new name, or to another location  Concept  When you save files, this is what happens  Reasons to save files  References  File formats
  • 24. Good question, let’s go play @publishsmarter 17:44 24 What about “hands-on” stuff?
  • 25. From the outline 17:44@publishsmarter 25  We'll create a sample document set, update materials in many software tools, and deliver PDF, XHTML, web-friendly, multi-device, platform independent information
  • 26. Working the sample documents 17:44@publishsmarter 26  Several tools, using DITA  Oxygen to create content  XML to edit content  FrameMaker to publish content  And back again…
  • 27. Publish the output 17:44@publishsmarter 27  All the tools allow you to publish content  And more are out there
  • 28. Summing up the discussion, and options to continue it. @publishsmarter 17:44 28 Conclusion and contact
  • 29. Follow up contact information 17:44@publishsmarter 29 905 833 8448 (Eastern Time) [email protected] www.linkedin.com/in/bernardaschwanden @publishsmarter or @aschwanden4stc www.publishingsmarter.com