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Responsive Design 
In Your HAT
Who Am I? 
 Neil Perlin - Hyper/Word Services. 
– Internationally recognized content consultant. 
– Helps clients create effective, efficient, flexible 
content in anything from hard-copy to mobile. 
– MadCap-certified Flare trainer/consultant since 
pre-alpha in 2005. 
– Using/training/consulting on RoboHelp since 
1991, eHelp/Macromedia/Adobe-certified 
since 1997.
The Issues 
 What is responsive design? 
 Why is it important? 
 How does it work? 
 How to create it in a HAT if you’re not a coder. 
– Using two major HATs, Flare and RoboHelp
Responsive 
Design 
Overview
What Is Responsive Design? 
 Creating one web site/help output that can detect 
a display device’s properties and automatically 
reformat itself accordingly. 
– Vs creating one site/output for each device. 
 Developed by Ethan Marcotte in 2010. 
– See http://alistapart.com/article/responsive-web- 
design/ 
 For example…
Gatwick Airport Site
And Online Help? Flare…
RoboHelp…
Why It’s Important 
 In general – Makes it easier for web pages to 
address the growing universe of display devices. 
 In tech comm – Lets us create content to run on 
any display device (within reason) readers may 
have. 
– IMO, the biggest thing to hit the output side of 
tech comm since HTML in 1997.
Why It’s Important 
 Why not just 
develop a 
separate site/ 
output for 
each device 
out there? 
» 99designs.com
Why It’s Important 
 And if you’re not dizzy yet… 
» quartsoft.com
How It Works – Uses… 
 Relative formatting for text, images, and tables. 
– Use % or ems (or the newer but less supported 
rem) rather than points. 
– Lets the browser dynamically resize elements.
How It Works – Uses… 
 “Fluid grids” to reformat blocks of content as 
device size (or another property) changes. 
 From this – 
 To this – 
 Controlled through the CSS “float” style – no 
more table-based layouts.
How It Works – Uses… 
 “Media queries” – formulas that test whether a 
device meets certain property values and 
reformats the content if it does, such as: 
– @media screen and (min: width) 320px 
– Tests whether the device is a screen and is at 
least 320px wide – “320px” is a “breakpoint”.
Conceptual Summary 
 So doing this calls for some knowledge of CSS, 
HTML, and good coding practice. 
 What if you’re not a coder? 
 HATs let you create responsive design now with 
no coding but with some early limitations and 
oddities. 
– Should be fixed in future releases. 
– Should be okay now for typical, simple help 
systems.
Responsive 
Design via HAT
The Tasks 
 Use relative size units via the CSS. 
 Create a fluid grid using “float” styles from the 
CSS, depending on your content layout 
complexity. 
 Invoke your HAT’s responsive design feature. 
 Specify the breakpoints. 
 Design the layouts for each breakpoint. 
 Generate, view, and test the output.
Flare
Use Relative Size Units 
 All formatting via the Stylesheet Editor using 
relative size units.
“Float” Your Graphics 
 In the img tag via the Stylesheet Editor using the 
float style in the Box functional group.
Invoke Responsive Design 
 Set the breakpoints 
on the Skin Editor’s 
Setup tab. 
– Note that there’s 
just one tablet 
breakpoint.
Set the Breakpoints 
 Don’t try to set the 
breakpoint values 
for specific devices. 
– You’ll go crazy trying to decide which devices 
to base the decision on and only have two 
options anyway. 
 Instead, test your output to find sizes where the 
design gets iffy and set your breakpoints there.
Set the Breakpoints 
 To find generic breakpoints, simply resize the 
browser window containing the output. 
 Demo…
Define the Mediums (Layouts) 
 Define the properties for each medium on the 
Skin Editor Styles tab. 
 Note the three output type mediums on the Skin 
Editor toolbar. 
– Use the UI Text tab to change the wording of 
any UI element.
Define the Mediums (Layouts) 
 Click the Highlight option on the Skin Editor 
toolbar to highlight the setting for a selected 
item on the preview or vice versa. 
 Demo…
Watch Out For… 
 Local formatting in legacy projects. 
 Can only define one tablet breakpoint in v. 10. 
– May be important if you need to distinguish 
between 10” and 7” tablets. 
– Hopefully multiple tablet breakpoints in v. 11. 
 Some skin editor settings are hard-coded – e.g. 
logo always left-justified for Web but centered 
for Tablet and Mobile.
Watch Out For… 
 Settings hierarchies – ex. Background priority 
hierarchy is Image > Gradient > Color. 
– Must set image field to None and Gradient to 
Transparent for a Color setting to work.
RoboHelp
Use Relative Size Units 
 All formatting 
via the Styles 
pod using 
relative size 
units. 
 RH doesn’t 
offer % and em 
options but 
supports them 
if you type 
them.
“Float” Your Graphics 
 In the img tag via the Styles pod.
Set the Breakpoints 
 Can’t change the default breakpoints through the 
GUI. 
 Must do so through a schema file and the CSS. 
– Not difficult but you should be comfortable 
working in code. 
– If you are and want the instructions, email me. 
– Hope to see this changed in RH12.
You Can Now Either… 
 Design the layout, then invoke responsive 
design and call the layout, or 
 Invoke responsive design, then call the/a layout 
(and modify it if necessary). 
– I’ll show option 1 because I think its workflow 
is simpler but the choice is yours.
Design the Layout 
 Add your new layout under Screen Layouts on 
the Project 
Set-Up pod. 
 Then right-click 
on your layout 
and select 
Edit – opens 
the Layout 
Editor.
Design the Layouts 
 Select a layout component. 
 Then modify 
it using the 
preview to 
identify it on 
the Properties 
list. 
 Demo…
Invoke Responsive Design 
 Select Responsive HTML5 in the SSL folder, 
click the Select button to pick a layout. 
– Or the 
Customize… 
button to 
open and 
customize an 
existing 
layout in 
the Layout 
Editor.
Watch Out For… 
 Local formatting in legacy projects. 
 Need to edit a schema file and a CSS file to 
change the breakpoints. 
 Some skin editor settings are hard-coded, such 
as placement of navigation options strip. 
 Can’t modify TOC, index, glossary, or general 
navigation differently for mobile and tablet – 
settings are “mobile/tablet”.
What’s MultiScreen HTML5? 
 Responsive design creates one output that adapts 
itself automatically based on the device. 
– With only one set of content, variables, etc., 
since there’s only one output. 
 Multiscreen supports different output settings 
and different content, etc. for each device. 
– More device-granular content and design but 
takes more work since you must define the 
multiple devices individually.
Summary – Best Practices 
 Design your content for “undesktop-first” via 
fluid layout grids, relative sizes, etc. 
 Eliminate local formatting, period. 
 Images: 
– Insert sequential images using the CSS “float” 
style – no more table-based insertion. 
– Size images dynamically using % or em units. 
» But are images legible at smaller sizes. Can you 
conditionalize them out? Effect on content?
Summary – Best Practices 
 Use “autofit to window” option for tables. 
 Define “device class” or “category” breakpoints 
rather than device-specific ones. 
 Consider effects of using 
low-res pointers 
on the interface 
and interactivity.
Summary 
 Lots of new technical, design, and output 
challenges. 
– Define your terms and platforms. 
 It sounds daunting, but so did the move by tech 
comm to online help and the web in the ‘90s and 
still today. 
 We met those challenges – time to do so again.
Hyper/Word Services Offers… 
Training • Consulting • Development 
 Flare • Flare CSS • Flare Single Sourcing 
 RoboHelp • RoboHelp CSS • RoboHelp 
HTML5 
ViziApps 
 Single sourcing • Structured authoring
Thank you... Questions? 
978-657-5464 
nperlin@nperlin.cnc.net 
www.hyperword.com 
Twitter: NeilEric

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Lavacon 2014 responsive design in your hat

  • 1.
  • 3. Who Am I?  Neil Perlin - Hyper/Word Services. – Internationally recognized content consultant. – Helps clients create effective, efficient, flexible content in anything from hard-copy to mobile. – MadCap-certified Flare trainer/consultant since pre-alpha in 2005. – Using/training/consulting on RoboHelp since 1991, eHelp/Macromedia/Adobe-certified since 1997.
  • 4. The Issues  What is responsive design?  Why is it important?  How does it work?  How to create it in a HAT if you’re not a coder. – Using two major HATs, Flare and RoboHelp
  • 6. What Is Responsive Design?  Creating one web site/help output that can detect a display device’s properties and automatically reformat itself accordingly. – Vs creating one site/output for each device.  Developed by Ethan Marcotte in 2010. – See http://alistapart.com/article/responsive-web- design/  For example…
  • 8. And Online Help? Flare…
  • 10. Why It’s Important  In general – Makes it easier for web pages to address the growing universe of display devices.  In tech comm – Lets us create content to run on any display device (within reason) readers may have. – IMO, the biggest thing to hit the output side of tech comm since HTML in 1997.
  • 11. Why It’s Important  Why not just develop a separate site/ output for each device out there? » 99designs.com
  • 12. Why It’s Important  And if you’re not dizzy yet… » quartsoft.com
  • 13. How It Works – Uses…  Relative formatting for text, images, and tables. – Use % or ems (or the newer but less supported rem) rather than points. – Lets the browser dynamically resize elements.
  • 14. How It Works – Uses…  “Fluid grids” to reformat blocks of content as device size (or another property) changes.  From this –  To this –  Controlled through the CSS “float” style – no more table-based layouts.
  • 15. How It Works – Uses…  “Media queries” – formulas that test whether a device meets certain property values and reformats the content if it does, such as: – @media screen and (min: width) 320px – Tests whether the device is a screen and is at least 320px wide – “320px” is a “breakpoint”.
  • 16. Conceptual Summary  So doing this calls for some knowledge of CSS, HTML, and good coding practice.  What if you’re not a coder?  HATs let you create responsive design now with no coding but with some early limitations and oddities. – Should be fixed in future releases. – Should be okay now for typical, simple help systems.
  • 18. The Tasks  Use relative size units via the CSS.  Create a fluid grid using “float” styles from the CSS, depending on your content layout complexity.  Invoke your HAT’s responsive design feature.  Specify the breakpoints.  Design the layouts for each breakpoint.  Generate, view, and test the output.
  • 19. Flare
  • 20. Use Relative Size Units  All formatting via the Stylesheet Editor using relative size units.
  • 21. “Float” Your Graphics  In the img tag via the Stylesheet Editor using the float style in the Box functional group.
  • 22. Invoke Responsive Design  Set the breakpoints on the Skin Editor’s Setup tab. – Note that there’s just one tablet breakpoint.
  • 23. Set the Breakpoints  Don’t try to set the breakpoint values for specific devices. – You’ll go crazy trying to decide which devices to base the decision on and only have two options anyway.  Instead, test your output to find sizes where the design gets iffy and set your breakpoints there.
  • 24. Set the Breakpoints  To find generic breakpoints, simply resize the browser window containing the output.  Demo…
  • 25. Define the Mediums (Layouts)  Define the properties for each medium on the Skin Editor Styles tab.  Note the three output type mediums on the Skin Editor toolbar. – Use the UI Text tab to change the wording of any UI element.
  • 26. Define the Mediums (Layouts)  Click the Highlight option on the Skin Editor toolbar to highlight the setting for a selected item on the preview or vice versa.  Demo…
  • 27. Watch Out For…  Local formatting in legacy projects.  Can only define one tablet breakpoint in v. 10. – May be important if you need to distinguish between 10” and 7” tablets. – Hopefully multiple tablet breakpoints in v. 11.  Some skin editor settings are hard-coded – e.g. logo always left-justified for Web but centered for Tablet and Mobile.
  • 28. Watch Out For…  Settings hierarchies – ex. Background priority hierarchy is Image > Gradient > Color. – Must set image field to None and Gradient to Transparent for a Color setting to work.
  • 30. Use Relative Size Units  All formatting via the Styles pod using relative size units.  RH doesn’t offer % and em options but supports them if you type them.
  • 31. “Float” Your Graphics  In the img tag via the Styles pod.
  • 32. Set the Breakpoints  Can’t change the default breakpoints through the GUI.  Must do so through a schema file and the CSS. – Not difficult but you should be comfortable working in code. – If you are and want the instructions, email me. – Hope to see this changed in RH12.
  • 33. You Can Now Either…  Design the layout, then invoke responsive design and call the layout, or  Invoke responsive design, then call the/a layout (and modify it if necessary). – I’ll show option 1 because I think its workflow is simpler but the choice is yours.
  • 34. Design the Layout  Add your new layout under Screen Layouts on the Project Set-Up pod.  Then right-click on your layout and select Edit – opens the Layout Editor.
  • 35. Design the Layouts  Select a layout component.  Then modify it using the preview to identify it on the Properties list.  Demo…
  • 36. Invoke Responsive Design  Select Responsive HTML5 in the SSL folder, click the Select button to pick a layout. – Or the Customize… button to open and customize an existing layout in the Layout Editor.
  • 37. Watch Out For…  Local formatting in legacy projects.  Need to edit a schema file and a CSS file to change the breakpoints.  Some skin editor settings are hard-coded, such as placement of navigation options strip.  Can’t modify TOC, index, glossary, or general navigation differently for mobile and tablet – settings are “mobile/tablet”.
  • 38. What’s MultiScreen HTML5?  Responsive design creates one output that adapts itself automatically based on the device. – With only one set of content, variables, etc., since there’s only one output.  Multiscreen supports different output settings and different content, etc. for each device. – More device-granular content and design but takes more work since you must define the multiple devices individually.
  • 39. Summary – Best Practices  Design your content for “undesktop-first” via fluid layout grids, relative sizes, etc.  Eliminate local formatting, period.  Images: – Insert sequential images using the CSS “float” style – no more table-based insertion. – Size images dynamically using % or em units. » But are images legible at smaller sizes. Can you conditionalize them out? Effect on content?
  • 40. Summary – Best Practices  Use “autofit to window” option for tables.  Define “device class” or “category” breakpoints rather than device-specific ones.  Consider effects of using low-res pointers on the interface and interactivity.
  • 41. Summary  Lots of new technical, design, and output challenges. – Define your terms and platforms.  It sounds daunting, but so did the move by tech comm to online help and the web in the ‘90s and still today.  We met those challenges – time to do so again.
  • 42. Hyper/Word Services Offers… Training • Consulting • Development  Flare • Flare CSS • Flare Single Sourcing  RoboHelp • RoboHelp CSS • RoboHelp HTML5 ViziApps  Single sourcing • Structured authoring
  • 43. Thank you... Questions? 978-657-5464 nperlin@nperlin.cnc.net www.hyperword.com Twitter: NeilEric