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Jang F.M. Graat
JANG Communication
Amsterdam - Netherlands
DITA for managers
what is the hype really about ?
JANG F.M. Graat
JAN G Communication
Amsterdam - Netherlands
Problems with
documentation
You are not alone...
• IBM produces millions of pages
• Created for modular systems
• Many authors / world-wide departments
• Continuous changes to documentation
• Publishing to various formats and media
• Translation into many target languages
Problems
Problems
• Various authors and departments
• Differences in layout and book composition
• Differences in physical book formats
• Differences in writing style and idiom
Problems
• Information in various formats
• Operating manual, service manual, tutorial, training, etc.
• Printing to various formats (also color vs. black)
• Electronic media: PDF, HTML, CHM,Web 2.0, ...
Problems
• Cost of translation
• Europe is growing
• CE : Operating manual must be translated
• Translation memories do not come for free
• One manual covering all product versions
• Not very user-friendly
• Complicated to create and maintain
• No text, only images (e.g. IKEA)
• Does not work for most products
• Very costly to create and maintain
• Reuse of text and illustrations
• “Single-source publishing”
Solutions ?
Reuse
• Copy-paste method
• Changes in source: copies are not updated automatically
• Changes in copy: source is not updated automatically
• No automatic overview of all used copies
Reuse
• Various authors and departments
• Differences in styling, layout and composition
• Differences in writing style, choice of words and structure
• Differences in file formats
Reuse
• Incompatible file formats
Reuse
• Content Management Systems
• The magic formula ?
• Linking to other information systems ?
• Importing and exporting options ?
Concepts of DITA
Does DITA offer a viable solution ?
What is DITA ?
• Modular documentation strategy
• Minimalism
• Topic-based writing
• Information typing architecture
• Standards, no closed system
• Specialisations for various areas
Modular system
Modular system
Modular system
Modular system
Modular system
Minimalism
• “Less is more”
• No time for big books
• No capacity for learning
• Not interested in background
• Purpose of information
• What does the user know ?
• What must the user do ?
• Where is the info required ?
• When is the info required ?
Minimalism
• John M. Carroll (1990)
• IBM documentation team
• Useful information
• When it is needed
• Where it is needed
• Easy to find
• Quick to take in
• Immediately applicable
• Short and to-the-point
Topics
• Answer to a single question
• “How does this work ?”
• “What does that do ?”
• “How do I do this ?”
• “What are my options ?”
• “What went wrong ?”
Topics
• Advantages
• Efficient for the user
• Recognisable structure
• Immediately reviewable
• Immediately translatable
• Flexible book composition
• Reuse in various publications
• Disadvantage
• Authors may need to be trained
Topics
Topics Maps Manuals
Information types
• Types of information
• Concept, introduction, background knowledge
• Procedures, tasks, checklists
• Reference materials, dictionaries
• Tables of contents, indexes
• Styling and structure
• Recognisable for the user
• Only one information type per topic
• Forces the authors to write consistently
Information types
• Classifications since 1960s
• Only 3 types appear in all classifications
• Concept
• “How does this work ?”
• Procedure / task
• “How do I do this ?”
• References / specifications
• “What are my options ?”
Information types
• Concept
• Explains how something works
• Fairly unrestricted structure
• Paragraphs, figures, lists
• Subdivision into sections
• References to other information sources
• No procedures
• No specification of all options
• No tables
Information types
• Procedure / task
• Safety instructions
• Preconditions
• Step-by-step procedure
• Finishing work
• References to other information sources
• No explanation of how it works
• No specification of all options
• No tables
Information types
• Reference / specification
• Identification: where applicable ?
• Full specification
• Lists and tables
• Optional examples
• All available options
• References to other information sources
• No procedures
• No explanation of how it works
Standard: XML
• XML - eXtensible Markup Language
• Information and meta-information in one file format
• Exchangeable between all software that understands XML
• Extensible without breaking the standard !
Standard: XML
• Markup Language
• Text with meta-information in the same file
• Text plus formating: Word, web pages (HTML), etc.
• eXtensible
• Define and use your own labels
• Information and styling can be detached
• Programs are not bothered by unknown labels
<title>DITA for Managers</title>
<subtitle>What is the hype really about ?</subtitle>
Standard: XML
• Organizing information
• All information has a label
• Structure must be valid
<presentation>
<prolog>
<author>Jang F.M. Graat</author>
<company>JANG Communication</company>
</prolog>
<title>DITA for Managers</title>
<subtitle>What is the hype really about ?</subtitle>
<section>
<title>Problems with documentation</title>
<subtitle>You are not alone...</subtitle>
...
</section>
...
</presentation>
Standard: XML
• Microsoft Word, Excel
• From MS Office 2007
• Adobe FrameMaker
• From version 7.0 (2003)
• Content Management Systems
• 3D CAD software packages
• Version control systems
D
A
T
A
Standard: XML
• Each program uses only what it needs
• The rest is left untouched
<presentation>
<prolog>
<author>Jang F.M. Graat</author>
<company>JANG Communication</company>
<location>Amsterdam</location>
<e-mail>jang@jang.nl</e-mail>
</prolog>
<title>DITA for Managers</title>
<subtitle>What is the hype really about ?</subtitle>
<section>
<title>Problems with documentation</title>
<subtitle>You are not alone...</subtitle>
...
</section>
...
</presentation>
Standard: DITA
• XML standard
• Standard XML method of labeling information
• Restriction on the absolute freedom in XML
• Specifies topics and topicmaps
• Contents and structure of DITA documents
• Layout is defined by publishing software
Standard: DITA
Specialisation
• One size does not fit all
• Made-to-measure is more expensive
• DITA uses “specialisation”
• Adaptations fall within the standard
• Made-to-measure without all the disadvantages
• Exchangeability is left untouched
• Tools can all be used without restrictions
Specialisation
• Custom topic type
• Works as a template
• Order of elements
• New elements
• Less freedom
• Complete information
• More conformance
• More reusability
• Complies to standard
Growing fast
Growing fast
• dita.xml.org
• Companies and individual members
• Work on extending and improving the standard
• More and more users
• Adobe,Autodesk, ICOS, IBM, Inmedius, McAfee, Nokia,
Perspectix, Sybase, Syclo,Teradata,Trackplus, etc.
• More and more materials available
• Literature, training, workshops about DITA
Conclusions
• DITA as a strategy for documentation
• Building documents like you build machines (or software)
• Modularity, structuredness, flexibility
• Information about DITA
• Mostly written from within the software industry
• Often needlessly complex (techno-babble,‘geekspeak’)
• More clear introductions are needed
• DITA in practice
• Conferences (e.g. DITA Europe 2009 in Munich)
JANG Communication
jang@jang.nlwww.jang.nl

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DITA for Managers - a non-technical introduction

  • 1. Jang F.M. Graat JANG Communication Amsterdam - Netherlands DITA for managers what is the hype really about ?
  • 2. JANG F.M. Graat JAN G Communication Amsterdam - Netherlands
  • 4. • IBM produces millions of pages • Created for modular systems • Many authors / world-wide departments • Continuous changes to documentation • Publishing to various formats and media • Translation into many target languages Problems
  • 5. Problems • Various authors and departments • Differences in layout and book composition • Differences in physical book formats • Differences in writing style and idiom
  • 6. Problems • Information in various formats • Operating manual, service manual, tutorial, training, etc. • Printing to various formats (also color vs. black) • Electronic media: PDF, HTML, CHM,Web 2.0, ...
  • 7. Problems • Cost of translation • Europe is growing • CE : Operating manual must be translated • Translation memories do not come for free
  • 8. • One manual covering all product versions • Not very user-friendly • Complicated to create and maintain • No text, only images (e.g. IKEA) • Does not work for most products • Very costly to create and maintain • Reuse of text and illustrations • “Single-source publishing” Solutions ?
  • 9. Reuse • Copy-paste method • Changes in source: copies are not updated automatically • Changes in copy: source is not updated automatically • No automatic overview of all used copies
  • 10. Reuse • Various authors and departments • Differences in styling, layout and composition • Differences in writing style, choice of words and structure • Differences in file formats
  • 12. Reuse • Content Management Systems • The magic formula ? • Linking to other information systems ? • Importing and exporting options ?
  • 13. Concepts of DITA Does DITA offer a viable solution ?
  • 14. What is DITA ? • Modular documentation strategy • Minimalism • Topic-based writing • Information typing architecture • Standards, no closed system • Specialisations for various areas
  • 20. Minimalism • “Less is more” • No time for big books • No capacity for learning • Not interested in background • Purpose of information • What does the user know ? • What must the user do ? • Where is the info required ? • When is the info required ?
  • 21. Minimalism • John M. Carroll (1990) • IBM documentation team • Useful information • When it is needed • Where it is needed • Easy to find • Quick to take in • Immediately applicable • Short and to-the-point
  • 22. Topics • Answer to a single question • “How does this work ?” • “What does that do ?” • “How do I do this ?” • “What are my options ?” • “What went wrong ?”
  • 23. Topics • Advantages • Efficient for the user • Recognisable structure • Immediately reviewable • Immediately translatable • Flexible book composition • Reuse in various publications • Disadvantage • Authors may need to be trained
  • 25. Information types • Types of information • Concept, introduction, background knowledge • Procedures, tasks, checklists • Reference materials, dictionaries • Tables of contents, indexes • Styling and structure • Recognisable for the user • Only one information type per topic • Forces the authors to write consistently
  • 26. Information types • Classifications since 1960s • Only 3 types appear in all classifications • Concept • “How does this work ?” • Procedure / task • “How do I do this ?” • References / specifications • “What are my options ?”
  • 27. Information types • Concept • Explains how something works • Fairly unrestricted structure • Paragraphs, figures, lists • Subdivision into sections • References to other information sources • No procedures • No specification of all options • No tables
  • 28. Information types • Procedure / task • Safety instructions • Preconditions • Step-by-step procedure • Finishing work • References to other information sources • No explanation of how it works • No specification of all options • No tables
  • 29. Information types • Reference / specification • Identification: where applicable ? • Full specification • Lists and tables • Optional examples • All available options • References to other information sources • No procedures • No explanation of how it works
  • 30. Standard: XML • XML - eXtensible Markup Language • Information and meta-information in one file format • Exchangeable between all software that understands XML • Extensible without breaking the standard !
  • 31. Standard: XML • Markup Language • Text with meta-information in the same file • Text plus formating: Word, web pages (HTML), etc. • eXtensible • Define and use your own labels • Information and styling can be detached • Programs are not bothered by unknown labels <title>DITA for Managers</title> <subtitle>What is the hype really about ?</subtitle>
  • 32. Standard: XML • Organizing information • All information has a label • Structure must be valid <presentation> <prolog> <author>Jang F.M. Graat</author> <company>JANG Communication</company> </prolog> <title>DITA for Managers</title> <subtitle>What is the hype really about ?</subtitle> <section> <title>Problems with documentation</title> <subtitle>You are not alone...</subtitle> ... </section> ... </presentation>
  • 33. Standard: XML • Microsoft Word, Excel • From MS Office 2007 • Adobe FrameMaker • From version 7.0 (2003) • Content Management Systems • 3D CAD software packages • Version control systems D A T A
  • 34. Standard: XML • Each program uses only what it needs • The rest is left untouched <presentation> <prolog> <author>Jang F.M. Graat</author> <company>JANG Communication</company> <location>Amsterdam</location> <e-mail>jang@jang.nl</e-mail> </prolog> <title>DITA for Managers</title> <subtitle>What is the hype really about ?</subtitle> <section> <title>Problems with documentation</title> <subtitle>You are not alone...</subtitle> ... </section> ... </presentation>
  • 35. Standard: DITA • XML standard • Standard XML method of labeling information • Restriction on the absolute freedom in XML • Specifies topics and topicmaps • Contents and structure of DITA documents • Layout is defined by publishing software
  • 37. Specialisation • One size does not fit all • Made-to-measure is more expensive • DITA uses “specialisation” • Adaptations fall within the standard • Made-to-measure without all the disadvantages • Exchangeability is left untouched • Tools can all be used without restrictions
  • 38. Specialisation • Custom topic type • Works as a template • Order of elements • New elements • Less freedom • Complete information • More conformance • More reusability • Complies to standard
  • 40. Growing fast • dita.xml.org • Companies and individual members • Work on extending and improving the standard • More and more users • Adobe,Autodesk, ICOS, IBM, Inmedius, McAfee, Nokia, Perspectix, Sybase, Syclo,Teradata,Trackplus, etc. • More and more materials available • Literature, training, workshops about DITA
  • 41. Conclusions • DITA as a strategy for documentation • Building documents like you build machines (or software) • Modularity, structuredness, flexibility • Information about DITA • Mostly written from within the software industry • Often needlessly complex (techno-babble,‘geekspeak’) • More clear introductions are needed • DITA in practice • Conferences (e.g. DITA Europe 2009 in Munich)