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Dynamic Delivery Using DITA

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Many think that DITA publishing can't match the quality of desktop publishing when it comes to complex formatting. We'll dispel this myth with real world examples and demonstrations showing how DITA ...

Many think that DITA publishing can't match the quality of desktop publishing when it comes to complex formatting. We'll dispel this myth with real world examples and demonstrations showing how DITA can automate high-quality multilingual publishing to PDF, help, web and mobile at the push of a button.

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Dynamic Delivery Using DITA Dynamic Delivery Using DITA Presentation Transcript

  • Dynamic Publishing in DITA Joe Gelb September 11, 2013
  • Who is this guy? Joe Gelb • Founder and President of Suite Solutions Suite Solutions Our Vision: Enable companies to engage their customers by providing quick access to relevant information • Help companies get it right the first time • XML-based Authoring/Publishing Solutions • Enterprise Intelligent Dynamic Content: SuiteShare Social KB • Consultancy, Systems Integration, Application Development • Cross-Industry Expertise • High Tech, Aerospace & Defense, Discrete Manufacturing • Healthcare, Government • Blue Chip Customer Base • Hundreds of Person Years of Experience on Staff
  • Main Topics  The Magic Button: high quality, localized output from DITA  Common Requirements  Localization Considerations  Pushing the envelope  Dynamic Publishing ….. all peppered with Case Studies
  • What is Dynamic Publishing? • Dynamic Publishing • Provides people with easy access to contextually relevant information, enabling them to be effective • Harnesses applicable business rules • Leverages automation to assemble a variety of different content types on demand according to each individual’s requests • Quickly renders, packages and delivers the personalized product to the device, format and language of choice • Nowadays, becoming the latest buzzword for: • Single-source, multi-purpose, automated publishing • We will focus on the second definition and also show examples of the real thing….
  • The Magic Button • Common misconceptions about DITA • DITA publishing can't match the quality and complexity of desktop publishing • Loss of control over the final output as with tools like FM and InDesign [ those last minute tweaks, page-breaks…. ] • The reality • Anything we’ve seen can be done using DITA publishing • Style sheets can be customized, parameterized, localized • CMS + style sheets gives you the Magic Button: any format in any language for any device • Well…. Not so easy at first: takes effort to set it all up
  • Multi-purpose Publishing • Reuse topics in multiple publications • Topics can appear differently depending on where positioned in the map hierarchy • Single-source, many outputs • PDF: hi-fidelity vs online, manuals, data sheets, fold-outs, labels… • Help: CHM, Web Help, HTML5, website, KB, man pages … • Mobile: ePUB, Mobi, Nook, feeding native apps, responsive design… • InDesign • Word • Integrations with other systems: Salesforce, Zendesk, SAP… • Dynamic Publishing: content on-demand
  • Structure Rules Presentation Rules (Style Sheet) Document Instance Presentation Content, Structure, Presentation • Document Type Definition (DTD) • Schema • XML • Media, graphics • XSL • XSL-FO • CSS • PDF • HTML • ePUB • DOCX • InDesign • SVG • …
  • Typical DITA Toolset Content Management System Manuals Mobile Help Automated Publishing - DITA Open Toolkit - DITA Accelerator CMS XML Authoring Web Help SME Review On-demand Dynamic Docs - SuiteShare
  • The Magic Button - Interface
  • Common Requirements for PDF • Turn on or off at will • TOC, Index, mini-TOC • Draft comments, crop marks, watermark, change markup… • Variable sized documents and fold-outs • Letter, A4, custom sizes (fitting it in the box…) • Custom sizes meant for folding with exact spacing requirements • Variable page size and orientation • Displaying a single topic / page / table / figure in landscape or different page size – e.g. fold-outs, large diagrams • Automated watermarks • Example: generate based on metadata combined with current date • Webinar: Suite Labs: Adding a Watermark to your PDF Output https://www.youtube.com/watch?v=tL6PFDVItEQ
  • Common Requirements for PDF • Custom cover and back pages • Page breaks and keep-with-next • Tends to irritate people the most: folks are used to tweaking manually • Complexity: elements that span multiple pages • Can build logic in the style sheets approximating the thought process of a real person adding manual page breaks • Can support adding break instructions manually in the source DITA • Table footnotes – appear after the table instead of bottom of page • Flagging – based on conditionalization • Change tracking • Via the authoring tool • Via the review tool • Comparison between 2 document revisions
  • Graphics and Media • Support for high-res graphics and EPS • EPS supported by AntennaHouse + GhostScript • Automated conversion during publishing from EPS to other formats (e.g. PNG) for use with HTML • SVG • XML format • Easier to localize – with some caveats… • Allows you to change the text inside the graphic during publish time • Can automatically convert to other formats (e.g. PNG) • Embedded links to video
  • Other Interesting Requirements • Bar codes and QR codes – generate automatically using AH extension • Section 503 compliance • Enable PDF to be read by a screen reader • AntennaHouse extension adds attributes to the PDF for elements such as links • Show tags in the output for review • Links between documents – instructor and participant guides • MathML for equations • Render in PDF using AntennaHouse extension • Render into HTML by automatically generating graphics • Webinar: Implementing MathML with DITA XML https://www.youtube.com/watch?v=fnlZcIwJeMw
  • Documenting the Style Sheet Now that we can do all this customization, how do authors use it? Document the style sheet • Outputclasses • Parameters • Metadata usage for the publication
  • Considerations for Localization Support for localized outputs • Localization is generally supported with the DITA-OT • Multilingual documents not supported out-of-the-box but can be done • When done right: use one style sheet for all languages Customization • Font usage • Varies according to the character set • Automate right-to-left vs left-to-right (header, footer, cover, margins…) • Formatting • Use alternatives for emphasizing text in languages that do not use italics, bold or quotes as used in most other languages, for example:  「Japanese italicized text」  «Chinese italicized text »  “Chinese bolded text ”
  • Considerations for Localization • Variable strings • Text that is static throughout the content but vary per language Examples: “Warning” “Table of Contents” • DITA-OT already defines most commonly used strings • Often need to add new strings for copyright, address, special headings, etc. • Index and glossary sort: Chinese and Japanese do not sort alphabetically – there are 2 options: 1. Use <index-sort-as> and <gloss-sort-as> to manually specify sort and group orders 2. Use AntennaHouse sort module which automates the sort
  • Pushing the Envelope… Some advanced use cases 1. List of Effective Pages 2. Multilingual foldouts 3. Modifying graphics during runtime using SVG 4. Automated re-branding online help based on metadata using SuiteHelp
  • Modifying graphics during runtime using SVG 1. Icon graphic for standards commission needs to have the serial number embedded depending on the geographical location of sale 2. During publishing, serial number is inserted into the SVG from metadata 3. The Catch: Icons need to flow on back cover from bottom right to left, then up… 4. Solution: Rotate the entire back page 180 degrees, so can flow from top left to bottom right…. But then the graphics are upside-down
  • Automated Re-Branding online help using SuiteHelp
  • Automated Re-Branding online help using SuiteHelp
  • Dynamic Publishing • Variety of content: documentation, videos, how-to articles, safety information, data sheets, marketing material • Context filtering: goal-oriented filtering to contextually relevant content • Personalized docs: allow readers to assemble content on demand and render to PDF for print and ePub for offline mobile access • Audience Participation: allow your audience to add new content, comment on existing content, express approval, and easily share knowledge with others • Modern User Experience: smooth transition between mobile and desktop • Activity often starts on mobile, moves to desktop, returns to mobile • Internet connection not always available
  • Thanks for participating. Be in touch! For additional information, contact: Joe Gelb solutions@suite-sol.com U.S. Office EMEA Office (609) 360-0650 +972-2-993-8054 www.suite-sol.com Follow us on LinkedIn
  • DITA Quick Start Program Recorded webinars: • DITA Quick Start for Authors Part 1 & 2 Join us for our upcoming webinars: • Getting Started with the DITA Open Toolkit • Getting Started with Information Architecture • System Architecture of a Basic DITA Toolset • Migrating to DITA: Building a Project Plan • Migrating to DITA: Defining Your Style Sheet Requirements • Migrating to DITA: Defining Your Conversion Requirements • Migrating to DITA: Defining Your Translation Requirements To learn how the DITA Quick Start Program can get you up and running: http://www.suite-sol.com/pages/solutions/dita-quick-start.html
  • Next Up: DITA for the Web Don Day, Contelligence Applying DITA to web-hosted content, beyond technical documentation.