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     10 mistakes when
     moving to topic-based
     authoring
Sharon Burton                              Twitter: #10MistakesTBA
E-mail: Sharon@sharonburton.com
Tweet: Sharonburton
10 mistakes when
     moving to topic-based
     authoring
Sharon Burton                     Twitter: #10MistakesTBA
E-mail: Sharon@sharonburton.com
Tweet: Sharonburton
Twitter: #10MistakesTBA

Who am I?

▪ I’m Sharon Burton
▪ Been in the Tech Comm industry for
  nearly 20 years
   ▪ Content Consultant
   ▪ STC Associate Fellow
   ▪ Teach:
       ▪ Technical Communication to Engineering
         students at the University of California, Riverside
       ▪ Tech Comm certificate program at UCR Extension
       ▪ Society for Technical Communication Certificate Courses
   ▪ I knit, design patterns, work out, write, garden, have a
     large dog, and am all around just fun
Twitter: #10MistakesTBA

Supporting role today…

▪ Bonni Graham is supporting us
   ▪ If you have a question, Bonni will help you in the
     questions window
   ▪ We’re doing a live Q and A at the end
   ▪ We’re recording this webinar
   ▪ Slides are available on SlideShare

▪ Let’s also say “Thank you” to ProSpring Technical
  Staffing for sponsoring these webinars
   ▪ http://prospringstaffing.com/
   ▪ www.lavacon.org
What is topic-based
authoring?
Quick definition
Twitter: #10MistakesTBA

Definition

▪ Topic-based authoring is a modular content creation approach
   (popular in the technical publications and documentation arenas) that
   supports XML content reuse, content management, and makes the
   dynamic assembly of personalized information possible.

▪ A topic is a discrete piece of content that is about a specific subject, has
   an identifiable purpose, and can stand alone (does not need to be
   presented in context for the end-user to make sense of the content).
    ▪ Topics are also reusable. They can, when constructed properly
        (without reliance on other content for its meaning), be reused in
        any context anywhere needed.

▪ The Darwin Information Typing Architecture (DITA) is a standard
   designed to help authors create topic-based content. The standard is
   managed by the Organization for the Advancement of Structured
   Information Standards (OASIS) DITA Technical Committee.

                                                              From Wikipedia
What is Topic-based Authoring?

▪ Focuses effort on the information your user needs to
  use the product
   ▪ Develop a body of information that’s helpful to the user
▪ Maximize content reuse
▪ Roughly similar to structuring an online help system
   ▪ People who’ve developed a lot of help “get” these concepts
      faster

▪ If you are moving to DITA, it’s part of the trip
   ▪ But you don’t have to move to DITA to make use of this
     information development method
   ▪ This can be a destination as well as a rest stop
Twitter: #10MistakesTBA

What is Topic-based Authoring?

▪ Topics are small, perhaps ½ to 4 printed pages
   ▪ Perhaps smaller
▪ Only include the information needed to
   ▪ Perform one procedure
   ▪ Understand one concept
▪ Topics can be (re)combined
   ▪ New products, deliverables, or other ways
▪ Topics are easier to update
   ▪ Easier and cheaper to get approval for updating topics from
     management
   ▪ Depending on deliverables, push updated topics to your
     users
Twitter: #10MistakesTBA

What is Topic-based Authoring?
                                                    Library
                        Adding                                     About
                                                                Programming
                         Users
                                                                                      Objects and
                                                 Relating                             Inheritance
                                                 Objects                                                   Importing
  Placing             Setting
  Objects
                                                                                                            Reports
                    Permissions
                                                            Containing             Editing
                                                             Objects               Reports

   Deleting                      Printing                                                                         Setting
                                 Reports                                                                         Schedules
    Users                                                                                        About
                                                                         About
                                                                         Objects                Reports
                                              Using
                                            Container
              About                          Objects
            Schedules
                                                                                             About Users
                                                               Customizing
                                                                 Objects
                                       Saving
              Creating                 reports
              Reports
                                                                                    Exporting
                                                                                     Objects
                                                           About
                                                        Containment
Twitter: #10MistakesTBA

What is Topic-based Authoring?

                               Library
      Admin Guide         Programmers Guide        Getting Started

  • About Users           • About                • About Users
    • Adding Users          Programming          • About Reports
    • Deleting Users      • About Objects        • About
    • Setting               • Placing Objects      Programming
      Permissions         • About                • About Objects
  • About Reports           Containment          • About
    • Creating Reports      • Objects and          Containment
    • Editing Reports         Inheritance        • Exporting Objects
    • Saving Reports        • Using Container    • About Schedules
                              Objects
    • Printing Reports
                          • Customizing
    • Importing Reports
                            Objects
                            • Relating Objects
What are the mistakes?
How to mess this up
1: Not getting buy-in

                     ▪ This is not going to be an
                       instant and dramatic
                       improvement
                        ▪ Except localization
Management and          ▪ Costs may drop immediately
other teams need
to understand        ▪ Schedules may be impacted
why this is better
and you have to      ▪ Less content can be scary
show that.
Maybe a business
case?
2: Using the same tools

                  ▪ The tools that got you into this
                    mess are probably not the
                    tools to get you out

Asking Techwr-l   ▪ Evaluate what your needs are
what they use       now and in the future
and buying that
not the answer.   ▪ Work with the vendors closely
What are your       to make sure what you need is
problems and        what they can do
what are your
solutions?
3: Using the same processes

                    ▪ Developing topic-based
                      content is different
                    ▪ Topics “stand alone” on
The processes for     content and/or formatting
developing, editi
ng, and             ▪ Topics are reviewed as they
publishing a 200      are ready
page manual
won’t work.         ▪ Review process must change
                       ▪ Maybe use a special review
                         product
4: Not training people

                      ▪ New tools + new process =
                        training
                      ▪ Training provides more than
Not training sets       how to use the product
up projects and          ▪ Includes best practices for our
people for failure.        workflow
You can’t expect         ▪ Identifies the changes for our
people to                  workflow
magically know.
                         ▪ Instantiates how we do what we
                           do
5: Not planning the move

                    ▪ Your legacy content is not going to
                      fit neatly
                       ▪ It’s at least not well written/structured/
                          organized

                    ▪ One manual/help may not give you
You can’t jump on     the real picture
your horse and         ▪ Especially if you had a lot of
                          contractors, the legacy content has
ride off in all           been around a long time, and so on
directions.
Analyze what you    ▪ This can be very hard on the staff
                       ▪ People want their content to be the
have before you          exception
decide what you        ▪ It’s special content, not like other
have                     content and needs special attention
6: Not using writing guidelines

               ▪ Before we can start thinking
                 about moving to topic-based
                 authoring
                  ▪ And gaining the benefits thereof
We must have   ▪ Content reuse demands
good writing     consistent writing standards
standards in
place.            ▪ The content can appear in many
                    places
                  ▪ In more than one deliverable
               ▪ Everyone cannot write in
                 “their style”
7: Slicing content according to
headings

                     ▪ That’s step #1 of x and x is
                       bigger than 2
                     ▪ Now you need to think about
Because most            ▪   Content reuse
tools allow you to      ▪   Smaller topics
import and slice
your legacy             ▪   Embedded topics (snippets)
content based on        ▪   Localization
headings, it can
feel like you’re        ▪   Outputs
done after you          ▪   Devices
import.
                        ▪   More
8: Not reusing content

                     ▪ You can’t reuse what you can’t
                       find
                     ▪ Opportunistic reuse
                        ▪ People remember this content
                          from before
Writing content is      ▪ Maybe they can find it
expensive.              ▪ Big time sink
Re-creating
existing content     ▪ Systematic reuse
is very expensive.      ▪ The system knows this content has
Localizing similar        been written previously
but different is        ▪ Prompts the writer for reuse
really expensive.       ▪ Tracks reuse and reports it
9: Not considering audience

                    ▪ Your users are not stupid
                       ▪ They know how to use Windows
                       ▪ They know their jobs

Identify your       ▪ Most users are intermediate
audience and          users
their schemas.
Identify their
domains of
knowledge.
69% of your users
are intermediate
level.
10: Thinking this is trivial

                      ▪ It won’t take any time to figure
                        this out
                      ▪ We can do this as we need to
Your legacy
content is not
                      ▪ It’s easy
going to fit neatly
in content            ▪ We’ll hire an intern to do it
categories.
                      ▪ We can meet deadlines while
                        we completely restructure all
                        our content
11: (Bonus) We don’t need to worry
about Localization

                  ▪ If you are not localizing now,
                    you will be in the future
                  ▪ If you are localizing now, you
Always act like     know how complicated it can
you’re going to     be
localize and         ▪ Someone will decide to add
nothing bad            more languages
will happen to
you.
                     ▪ Because that’s not a problem,
                       right?
More information
Resources for more information
Good reading resources
▪ Single Sourcing: Building Modular Documentation
  by Kurt Ament
   ▪ ISBN-10: 0815514913 or ISBN-13: 978-0815514916
▪ Content Strategy 101: Transform Technical Content into a
  Business Asset
  by Sarah S. O'Keefe and Alan S. Pringle
  ISBN-10: 0982811845 or ISBN-13: 978-0982811849
▪ Content Strategy: Connecting the dots between
  business, brand, and benefits
  by Rahel Anne Bailie and Noz Urbina
  ISBN-10: 1937434168 or ISBN-13: 978-1937434168
These are good, too

▪ Wait a Minute, I Have to Take Off My Bra, 2011.
  ISBN-10: 0981333516.
   ▪ Anthology of creative non-fiction and poetry
   ▪ My first creative non-fiction book publication!
▪ 8 Steps to Amazing Webinars, 2012
  ISBN-10: 1937434044
   ▪ Available from Amazon and Barnes and Noble
Questions?
Contact me:
  E-mail: Sharon@sharonburton.com
  Twitter: Sharonburton