Advanced techniques for conversion to structured FrameMaker

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Having well-formatted content available in FrameMaker enables you to automatically convert that content to structured FrameMaker (and then possibly moving it into XML). Automating the entire process is possible using a combination of preprocessing (with FrameMaker's built-in ExtendScript), smart conversion tables and post-processing (using FrameSLT, a low-cost plug-in for FrameMaker and some more ExtendScript). This tutorial outlines some of the tricks and tips that will get you started.

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Advanced techniques for conversion to structured FrameMaker

  1. 1. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CROSSING THE DIVIDE Jang F.M. Graat AdvancedTechniques for Conversion to Structured FrameMaker
  2. 2. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication WHO’S TALKING ? Jang F.M. Graat Studied Applied Physics, Psychology, Philosophy Worked 25+Years in Tech Comms Industry Self-educated Professional Automating FrameMaker ExtendScript, XSLT, DITA
  3. 3. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication A. About Conversion B. Pre-Processing C. ConversionTables D. Post-Processing E. When All Else Fails... AGENDA
  4. 4. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ABOUT CONVERSION A-0
  5. 5. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication UNSTRUCTURED ? A-1
  6. 6. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FORMAT TAGS A-2
  7. 7. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONTENT + FORMATS A-3
  8. 8. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication BUILD CONVERSION TABLE A-4
  9. 9. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication STRUCTURE DOCUMENT A-5
  10. 10. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication PRE-PROCESSING Avoiding Conversion Crashes Optimizing FormatTags Improving the Structure HandlingText Insets Preparations for Batch-Processing B-0
  11. 11. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FRAMEMAKER CRASHES B-1
  12. 12. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication WHAT WENT WRONG ? B-1a
  13. 13. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication “MIF-WASH” Save Document to MIF Open MIF Document Save as FM Document RemovesVarious Illegal Characters B-1b
  14. 14. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication AVAILABLE IN SAMPLES B-1c
  15. 15. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ACTIVATE IN MAKER.INI B-1d
  16. 16. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ANCHORED TEXT FRAMES B-2
  17. 17. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION TABLE B-2a
  18. 18. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication AFRAME AS GRAPHIC B-2b
  19. 19. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication MOVE INTO FLOW Identify Applicable Anchored Frames Find Paragraph that Contains the Anchor Move Content into New Paragraphs Apply Formats to New Paragraphs Remove Anchored Frame B-2c
  20. 20. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication AFTER SCRIPT B-2d
  21. 21. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ADAPT NOTE FORMATS B-2e
  22. 22. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication RESULTING STRUCTURE B-2f
  23. 23. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication NOTE ICONS B-3 Info note Tools note
  24. 24. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CHANGE TO FORMATS Identify Anchored Frames with Icons Find Paragraph that Contains the Anchor Add Empty Paragraph Before Apply Note Format to Empty Paragraph Remove Anchored Frame with Icon B-3a
  25. 25. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication AFTER SCRIPT B-3b
  26. 26. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ICONS ON REF PAGES B-3c
  27. 27. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FORMAT NOTE PARA’S B-3d
  28. 28. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication AFTER REFORMATTING B-3e
  29. 29. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ADD CONVERSION RULES B-3f
  30. 30. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication RESULTING STRUCTURE B-3g
  31. 31. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication TEXT INSETS B-4
  32. 32. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION TABLE B-4a
  33. 33. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION RESULT B-4b
  34. 34. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication INVALID STRUCTURE B-4c
  35. 35. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication PRE-PROCESS TEXT INSETS Text Insets are Probably Reuse Items Structure Inset Files Separately Do not Include in Converted Files Define Placeholder Element Pass Inset File Pointer to Post-Processing B-4d
  36. 36. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication PRE-PROCESSED INSETS B-4e
  37. 37. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION TABLE B-4f
  38. 38. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION RESULT B-4g
  39. 39. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication VALID STRUCTURE B-4h
  40. 40. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication BATCH-PROCESSING Input Directory Move FM Files Generated Files Backup Files Recovery Files Specific Conversions Select ConversionTables B-5
  41. 41. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication PREPARING THE BATCH B-5a TOC chapter 1 chapter 2 chapter 3 chapter 4 Index book input temp output TOC chapter 1 chapter 2 chapter 3 chapter 4 Index book
  42. 42. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERSION TABLES Catching All Formats Structured ConversionTables Modular ConversionTables Handling UserVariables C-0
  43. 43. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CATCH ALL FORMATS Use Multiple Files as Input Generate ConversionTable > Update Existing Use Wildcards % Matches 0 or more Characters Accept Upper/Lowercase, Spaces in FormatTags Add Catchall Format Rules Define Recognizable Catchall Elements C-1
  44. 44. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication STRUCTURED TABLES Empty Structured ConversionTable Let FrameMaker Add Rules Drag Rows in the Desired Order Use StructureTools to ManipulateTable C-2
  45. 45. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication MODULAR TABLES FM Does not Require OneTable PullTables in viaText Insets Combine Modules into Complete Documents Reuse Higher-Level Modules C-3
  46. 46. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EXAMPLE: MERGING STYLES House style 1 House style 1I House style III H1, H2, ... Bold, Italics Images Title1,Title2 Emphasis Figure Head1, ... b, i, u, ... Images } title para figure strong emphasis table } topic concept reference procedure section subsection C-3a
  47. 47. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication USER VARIABLES C-4
  48. 48. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication ADD TO CONVERSION C-4a
  49. 49. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONVERTED VARIABLES C-4b
  50. 50. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication DEFINE BOOK ATTRIBUTES C-4c
  51. 51. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication PREFIX VAR ELEMENT C-4d
  52. 52. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication POST-PROCESSING Importing EDD + Formats Optimizing the Structure Relinking Cross-References Converting ConditionalText D-0
  53. 53. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication STRUCTURE > FORMATS DTD CSS + = Doc CSS Doc } EDD + = DocDoc EDD Template Doc Template D-1
  54. 54. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EDD SETS FORMAT TAGS D-1a
  55. 55. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FORMATS IN TEMPLATE D-1b
  56. 56. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EDD PREFIX RULES D-1c
  57. 57. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EDD CHANGE HISTORY D-1d
  58. 58. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EDD VERSION TRACKING D-1e
  59. 59. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EDD INFO AVAILABLE D-1f
  60. 60. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication OPTIMIZING STRUCTURE Inconsistent Formatting in Legacy Documents Structural Reordering of Elements Replacing Fixed-Text Elements Inserting new Elements Re-linkingText Insets D-2
  61. 61. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication XSLT IN FRAMEMAKER West Street Consulting XPath Expressions Element Actions Attribute Actions Scripting Options $ 100 = D-2a
  62. 62. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FRAMESLT NODE WIZARD D-2b
  63. 63. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication NODE WIZARD SCRIPTS D-2c
  64. 64. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication INSERTING ELEMENTS D-2d
  65. 65. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication RETAGGING ELEMENTS D-2e
  66. 66. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CROSS-REFERENCES EnsureTargets have Unique ID Attribute Move Cross-Ref Marker IDs to ProperTargets Re-insert Cross-References FM Only Allows Inserting Resolved Cross-Refs D-3
  67. 67. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONDITIONAL CONTENT Unstructured FM usesTextRange Properties Not Removed or Handled by Conversion Hide Conditional Content to find Markers Wrap Markers into <phrase> Elements Use FrameSLT to Correct the Structure Define Filters Based on Attributes and Xpath D-4
  68. 68. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication WHEN ALL ELSE FAILS... E-0
  69. 69. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication EVEN MS WORD IS XML zip word E-1
  70. 70. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication DOCX IN MS WORD E-2
  71. 71. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication CONTENT IN XXXXML E-3
  72. 72. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication FINDING THE CONTENT E-4
  73. 73. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication XSLT E-5
  74. 74. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication THE BAIT E-6
  75. 75. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication THE CATCH E-7
  76. 76. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication MORE INFO Write Less, Say More (Minimalism) TA3 - Wednesday 11:15 - room 12A Changing the Engine Without Stopping the Car TA5 - Wednesday -15:00 - room 12A Website : www.jang.nl Automating FrameMaker blogs Twitter: @4everJang ( blog post announcements )
  77. 77. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication
  78. 78. This presentation was created by Jang F.M. Graat and delivered at the tcworld 2012 conferences. © 2012 JANG Communication THANK YOU

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