Developing for
the Unknown
Future-Proofing Our Work
and Jobs, and Introducing…
Who Am I?
   Neil   Perlin - Hyper/Word Services.
    – Internationally recognized content consultant.
    – Help clients create effective, efficient, flexible
      content in anything from hard-copy to mobile.
    – STC‟s lead W3C rep – ‟02 – „05.
    – Certified – Flare, Mimic, Viziapps, RoboHelp
      in process of renewal.
The Problem…
  In the past, technical change was unexpected.
  Today, we know it‟s coming, just not the details.
  Content must be efficiently extensible,
   including to changes that don’t yet
   exist or are dissimilar.
  This means we can no longer:
    – Violate syntax and hack code to be cool.
    – Exploit tool peculiarities to take shortcuts.
    – Not understand the future.
The Solution
   Consider  the future, even if unknown.
   By setting and following standards for:
     –   Philosophy.
     –   Programming.
     –   Methodologies and procedures.
     –   Strategic business support.
Philosophy
Philosophy
   Remember      our main competitor…



  
   Think   web, web-side access, multi-device, SEO.
      – Local formats fading in a web-oriented world.
   Think open source, standards compliance.
   Keep up.
Programming
In General
   Automate    everything possible.
     – But never fully trust an automated process.
   Follow standards and best practices.
   Use tools properly for future compatibility.
   Learn about your outputs, tools, technologies.
   Use styles and style sheets for anything you can.
CSS Recommendations
  KISS   and document it, esp any unusual features.
   – Don‟t assume your successors will understand them.
  Use   CSSs for char styles as well as paras, other.
   – Supported by Flare, RH,
     others…
      » To avoid local
        formatting, hide
        text formatting
        toolbar and use
        style pod/pane.
CSS (cont‟d)
   Give custom styles unambiguous names.
   Review CSSs often to eliminate “barnacles”.
    – Like H1, head1, and heading1 styles.
   Don‟t use multiple CSSs on the same topics –
    elegant but potentially confusing.
   Validate CSSs for adherence to W3C syntax.
    – Try http://jigsaw.w3.org/css-validator.
Validation Example
   For   example, this page:
Validation Example
   Gives this result from the Jigsaw validator – the
    question is whether these errors matter.
CSS (cont‟d)
   Checkthe browsers your apps use and see what
   CSS settings they support correctly.
   – www.webdevout.net/browser-support-css
CSS (cont‟d)
   Switch  from absolute to relative style size units.
   Vital for extensible single sourcing.
     – %, Ems, Exes vs. points.
        » % and Ems resizable by browsers, Exes resizable
          but not well supported, points not resizable.
Why Relative Sizes?
   Image  at absolute width in
    a too-narrow space.
    – Note horiz. scroll bar.
   Relative   width in same space.
    – No horiz. scroll bar, width of
      50% makes browser show
      image at 50% of available
      space – e.g. “relative”.
    – In effect, each browser does
      the formatting for you.
Media Types/Mediums
  A   feature of the W3C‟s CSS2 standard.
     – See http://www.w3.org/TR/CSS2/media.html
     – Called “mediums” in Flare.
   To define alternate style settings for different
    outputs within one CSS – easier maintenance.
   Consider using media types if you single source
    to multiple outputs.
   Extended in CSS3 to “media queries” that drive
    “adaptive content”.
     – And for HTML5, the basis for “hybrid apps”, more.
Local/Inline
   Hard to update effectively.
   Hard to import to new formats.
     – To eliminate, you may have to:
        » Look for local formatting in the first topic.
        » View that formatting code.
        » Replace the local formatting
          code with a CSS style in all
          your topics in code view.
        » Repeat…
Table Styles
   Ifyour authoring tool allows, create and use
    CSSs for tables instead of local formatting.
   A table CSS is a standard CSS focused on table
    styles, so a regular CSS works too.
     – A table style editor just makes it easier to visually
       integrate all the table elements.
Topic Templates
   Define    topic templates to control:
     – Structure of material for each type of topic.
     – Boilerplate content for each type of topic.
   Apply  the CSS to all templates to automatically
    give topics the structure plus the styles.
     – Moves you toward structured authoring even if you
       don’t use DITA.
   Start   by defining your information types.
Define Information Types
   Identifythe types of content you create and put
    them in a few standard categories.
     – Concept, task description, reference, process, show-
       me, troubleshooting, etc.
   Try   to fit all content into <10 types.
     – If some doesn‟t fit one of the types, see if:
         » It could fit if it was modified somewhat.
         » It calls for a new type.
         » It‟s just weird.
Attributes of Good Templates
   Limited  to your main information types.
   Simple to use, esp. for non-techie authors, and
    needing little or no training.
   Self-documenting, since instruction sheets get
    lost or increase perceived complexity.
   “Sold” as primarily benefiting users, rather than
    the doc group.
A Sample “Task” Template
  [delete and type the title]
     [delete and type the intro description]
    Date of Applicability
    [delete and type the date]
    Required Materials
    [delete and type the tools and materials
    list]
    and so on…
What‟s First – Template or CSS?
   Elements in templates – heads, lists, etc. – are
    the elements you must define in a CSS.
    – Keep a list of them as you define the templates.
    – Don‟t create custom styles if standard styles will do.
Define Standards Adherence
   Identify   (and enforce) standards to follow, like:
     – W3C code compliance.
     – DOCTYPE declaration in topics to use strict/
       standards vs. quirks browser mode.
         » Determines if browsers render CSS features in
           compliance with new, correct standards or still
           work with older browsers.
     – Others…
Methodological,
Procedural, and
Business
Solutions
Methodological In General
   Beforeadopting any new methodology, be sure
    you understand it and it makes sense for you.
    – Don‟t adopt DITA, structured authoring, topic-based
      authoring, Agile, etc. because they‟re new and cool.
Procedural In General
   Develop  in-house expertise on formats, tools,
    methodologies, etc.
   “Stay between the lines.”
     – Use tools correctly and avoid hacks.
     – “Standards are portable and hacks aren't”
   Avoid hand-coding – slow, quirky, error-prone,
    narrows your hiring pool.
   Design for flexibility.
Business
   Support the company – Tech comm is often the
    only department that rebels at the idea.
    – Starting to accept the idea of cost-justification, but
      that‟s not enough.
        » Pure cost-justification usually = outsourcing.
    – Be able to show how tech comm supports company
      strategy in ways that outsourced doc does not.
Business
   Get credibility – become a techie.
   Keep it – be active in product dev.
   Become a resource for subjects that IT may not
    be familiar with, like sound-alike formats.
     – “WebHelp” = “Web Help”?
     – “HTML Help” = “HTML help”?
     – “XHTML” = “XML” = “HTML 5”?
   Learnabout business – debits, credits, ROI, etc.
   And as a teaser for my next session…
Hyper/Word Services Offers…
  Training • Consulting • Development
    Flare • RoboHelp

    Viziapps   • Flare/RoboHelp Mobile
    XML
    Single   sourcing • Structured authoring
Thank you...
  Questions?

Hyper/Word Services
      978-657-5464
  nperlin@concentric.net
   www.hyperword.com

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Developing for the unknown lavacon

  • 1. Developing for the Unknown Future-Proofing Our Work and Jobs, and Introducing…
  • 2. Who Am I?  Neil Perlin - Hyper/Word Services. – Internationally recognized content consultant. – Help clients create effective, efficient, flexible content in anything from hard-copy to mobile. – STC‟s lead W3C rep – ‟02 – „05. – Certified – Flare, Mimic, Viziapps, RoboHelp in process of renewal.
  • 3. The Problem…  In the past, technical change was unexpected.  Today, we know it‟s coming, just not the details.  Content must be efficiently extensible, including to changes that don’t yet exist or are dissimilar.  This means we can no longer: – Violate syntax and hack code to be cool. – Exploit tool peculiarities to take shortcuts. – Not understand the future.
  • 4. The Solution  Consider the future, even if unknown.  By setting and following standards for: – Philosophy. – Programming. – Methodologies and procedures. – Strategic business support.
  • 6. Philosophy  Remember our main competitor…   Think web, web-side access, multi-device, SEO. – Local formats fading in a web-oriented world.  Think open source, standards compliance.  Keep up.
  • 8. In General  Automate everything possible. – But never fully trust an automated process.  Follow standards and best practices.  Use tools properly for future compatibility.  Learn about your outputs, tools, technologies.  Use styles and style sheets for anything you can.
  • 9. CSS Recommendations  KISS and document it, esp any unusual features. – Don‟t assume your successors will understand them.  Use CSSs for char styles as well as paras, other. – Supported by Flare, RH, others… » To avoid local formatting, hide text formatting toolbar and use style pod/pane.
  • 10. CSS (cont‟d)  Give custom styles unambiguous names.  Review CSSs often to eliminate “barnacles”. – Like H1, head1, and heading1 styles.  Don‟t use multiple CSSs on the same topics – elegant but potentially confusing.  Validate CSSs for adherence to W3C syntax. – Try http://jigsaw.w3.org/css-validator.
  • 11. Validation Example  For example, this page:
  • 12. Validation Example  Gives this result from the Jigsaw validator – the question is whether these errors matter.
  • 13. CSS (cont‟d)  Checkthe browsers your apps use and see what CSS settings they support correctly. – www.webdevout.net/browser-support-css
  • 14. CSS (cont‟d)  Switch from absolute to relative style size units.  Vital for extensible single sourcing. – %, Ems, Exes vs. points. » % and Ems resizable by browsers, Exes resizable but not well supported, points not resizable.
  • 15. Why Relative Sizes?  Image at absolute width in a too-narrow space. – Note horiz. scroll bar.  Relative width in same space. – No horiz. scroll bar, width of 50% makes browser show image at 50% of available space – e.g. “relative”. – In effect, each browser does the formatting for you.
  • 16. Media Types/Mediums A feature of the W3C‟s CSS2 standard. – See http://www.w3.org/TR/CSS2/media.html – Called “mediums” in Flare.  To define alternate style settings for different outputs within one CSS – easier maintenance.  Consider using media types if you single source to multiple outputs.  Extended in CSS3 to “media queries” that drive “adaptive content”. – And for HTML5, the basis for “hybrid apps”, more.
  • 17. Local/Inline  Hard to update effectively.  Hard to import to new formats. – To eliminate, you may have to: » Look for local formatting in the first topic. » View that formatting code. » Replace the local formatting code with a CSS style in all your topics in code view. » Repeat…
  • 18. Table Styles  Ifyour authoring tool allows, create and use CSSs for tables instead of local formatting.  A table CSS is a standard CSS focused on table styles, so a regular CSS works too. – A table style editor just makes it easier to visually integrate all the table elements.
  • 19. Topic Templates  Define topic templates to control: – Structure of material for each type of topic. – Boilerplate content for each type of topic.  Apply the CSS to all templates to automatically give topics the structure plus the styles. – Moves you toward structured authoring even if you don’t use DITA.  Start by defining your information types.
  • 20. Define Information Types  Identifythe types of content you create and put them in a few standard categories. – Concept, task description, reference, process, show- me, troubleshooting, etc.  Try to fit all content into <10 types. – If some doesn‟t fit one of the types, see if: » It could fit if it was modified somewhat. » It calls for a new type. » It‟s just weird.
  • 21. Attributes of Good Templates  Limited to your main information types.  Simple to use, esp. for non-techie authors, and needing little or no training.  Self-documenting, since instruction sheets get lost or increase perceived complexity.  “Sold” as primarily benefiting users, rather than the doc group.
  • 22. A Sample “Task” Template [delete and type the title] [delete and type the intro description] Date of Applicability [delete and type the date] Required Materials [delete and type the tools and materials list] and so on…
  • 23. What‟s First – Template or CSS?  Elements in templates – heads, lists, etc. – are the elements you must define in a CSS. – Keep a list of them as you define the templates. – Don‟t create custom styles if standard styles will do.
  • 24. Define Standards Adherence  Identify (and enforce) standards to follow, like: – W3C code compliance. – DOCTYPE declaration in topics to use strict/ standards vs. quirks browser mode. » Determines if browsers render CSS features in compliance with new, correct standards or still work with older browsers. – Others…
  • 26. Methodological In General  Beforeadopting any new methodology, be sure you understand it and it makes sense for you. – Don‟t adopt DITA, structured authoring, topic-based authoring, Agile, etc. because they‟re new and cool.
  • 27. Procedural In General  Develop in-house expertise on formats, tools, methodologies, etc.  “Stay between the lines.” – Use tools correctly and avoid hacks. – “Standards are portable and hacks aren't”  Avoid hand-coding – slow, quirky, error-prone, narrows your hiring pool.  Design for flexibility.
  • 28. Business  Support the company – Tech comm is often the only department that rebels at the idea. – Starting to accept the idea of cost-justification, but that‟s not enough. » Pure cost-justification usually = outsourcing. – Be able to show how tech comm supports company strategy in ways that outsourced doc does not.
  • 29. Business  Get credibility – become a techie.  Keep it – be active in product dev.  Become a resource for subjects that IT may not be familiar with, like sound-alike formats. – “WebHelp” = “Web Help”? – “HTML Help” = “HTML help”? – “XHTML” = “XML” = “HTML 5”?  Learnabout business – debits, credits, ROI, etc.  And as a teaser for my next session…
  • 30. Hyper/Word Services Offers… Training • Consulting • Development Flare • RoboHelp Viziapps • Flare/RoboHelp Mobile XML Single sourcing • Structured authoring
  • 31. Thank you... Questions? Hyper/Word Services 978-657-5464 nperlin@concentric.net www.hyperword.com