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A Product Designer and a
Developer Walk into a Bar…
Expanding DITA adoption through collaboration
and teamwork
M
Mike Maass
Principal Editor, Citrix Product Design
Patrick Quinlan
Sr. Curriculum Specialist, Citrix Education
M
Citrix Confidential - Do Not Distribute
Desktop & Cloud Sales & Services
• The challenges that led to 

our collaboration
• How we expanded use of DITA

and solved business goals
• Feedback
• What’s next
• Q & A
What we’ll discuss today
P
The challenges for Product Design
M
Lots of products
XenDesktop GoToMeeting Access Gateway
XenApp GoToMyPC Branch Repeater
XenClient GoToTraining App Firewall
VDI-in-a-Box GoToWebinar NetScaler ADC
AppDNA GoToAssist CloudStack
Citrix Receiver GoToManage CloudBridge
XenServer HiDefCorporate CloudGateway
M
• 7,000 Citrites
• Multiple languages and time zones
• Varied English proficiency
Lots of employees
M
• Engineers
• Designers
• Product Managers
• Documentation specialists
• Anyone who took an English class

at some time during their life
Lots of “editors”
M
Zero UI writing standards
M
The challenges for Education
P
• Proven authoring and publishing platform
• Leveraging DITA/DocBook from other teams
• Leveraging Word/PPT content ad-hoc
Goal
• Expand adoption in order to:
• Improve quality / consistency across organization
• Make it easier for us to consume content
• Share expertise
Expand DITA
P
• Demo’d authoring and publishing
process
• Focused on awesomeness of DITA
• Multiple outputs
• Reuse
• Automatic styling
• CTO Office, Readiness, Support…
Attempt 1: The DITA Roadshow
P
1. Convince them they have a problem
2. Convince them DITA is the solution
Results
• Perception of complexity: “We don’t have time to learn this.”
• Not bought into problem: “That doesn’t help me.”
Approach
P
“That’s great, but…”
P
Expanding DITA and solving business goals
M
First, draft a
writing guide
M
Then transform it
into a scalable,
online resource....
M
Mike
1. Provide Word doc
Patrick
2. Configure DITA4Publishers
3. Cleanup DITA
4. Produce HTML
5. Wrap in navigation framework
6. Produce downloadable PDF
Initial process
Mike
7. Proofread output
Patrick
8. Incorporate edits and
regenerate
P
Mike
1. Add new / review / edit existing content in DITA
2. Notify Education when a new build is needed
Patrick
3. Generate and post new versions as needed
Current process
P
• Default DITA is overwhelming
• Constraints simplify authoring and training
• Browser-based tools make setup a breeze
Transferring DITA authoring duties
P
<p> before constraints
cite
cmdname
note
parmname
ph
term
tm
uicontrol
userinput
varname
xref
apiname
b
codeblock
codeph
data
data-about
fig
filepath
fn
foreign
hazardstatement
i
image
imagemap
indexterm
keyword
lines
lq
menucascade
msgblock
msgnum
msgph
object
ol
option
parml
pre
q
screen
simpletable
sl
sub
sup
synph
syntaxdiagram
systemoutput
table
tt
u
ul
unknown
wintitle
P
cite
cmdname
note
parmname
ph
term
tm
uicontrol
userinput
varname
xref
And <p> after constraints
80% fewer elements
P
• Remove unnecessary elements and attributes
• Easy to add to Oxygen
• https://sourceforge.net/projects/dnconstraints/
Constraints plugin
P
Browser-based editor
P
• Online guide in July, 2011
• Expanded DITA use
• Both teams learned a lot in
the process
In short…
M
Feedback and lessons learned
M
• A big win for both PD and Education
• Both teams excited to collaborate
• A positive step toward expanding DITA
• PD happy to have a writing guide
• Documentation and Localization teams happy to have access
to a UI-specific style guide
The good…
M
• Cumbersome review and update process
• Authoring in DITA too complex for new users
• Courseware framework, while effective, not designed for this
The not so good…
M
• Reach out to other content groups from the start
• Get buy-in early
• Engage your DITA developer ASAP
• Learn DITA yourself
What Mike learned
M
• Understand content issues, but discuss business goals
• Position DITA in terms of:
• Future-proof your content
• Increase usability of your deliverables
• Increase reach of your message
• Simplify authoring through constraints
• Listen for key phrases:
• “It’d be better if we could put it online.”
• “Will this work on my phone?”
• “We’ll need to change formats for the new system.”
• Realize DITA may not be enough
What Patrick learned
P
What’s next
P
• Increase engagement by including video/multi-media
• Integrate with company-wide design standards
• Consolidate guides from other teams
Future Enhancements
P
Mobile
P
UI QA Report
• Java properties files >
DITA
• DITA > QA Report
• Terminology
• Grammar
• Spelling
Questions and, potentially, answers
P
Mike Maass
Twitter: @mmaass1
LinkedIn: http://www.linkedin.com/in/mikemaasseditor
Patrick Quinlan
Blog: ditanauts.org
LinkedIn: http://www.linkedin.com/in/patrickq
Appendix
• Content strategy for customer-facing UI
• Hands-on writing and editing
• MA, English (National University); BA, English (SDSU)
• Citrix since 2010
Mike Maass
• Content strategy for Citrix Education training
• Four years into DITA implementation
• MA, BA, English (University of Central Florida)
• Citrix since 2005
Patrick Quinlan
• QA plugin: https://sourceforge.net/projects/qa-plugin-dot/
• Constraints plugin: https://sourceforge.net/projects/
dnconstraints/
• jQuery Mobile plugin: https://sourceforge.net/projects/jqmdot/
• Learn more about all of these at Ditanauts.org
Tools mentioned in presentation
• Leverage the DITA4Publishers project by Eliot Kimber
• Requires understanding ant and XSLT
• Map Word styles to DITA tags
• The simpler the word doc, the better.
• Specify input and mappings in build file
Process: Word to DITA
• Word style: heading 1
• Uses the text as the title
• Creates a concept topic
• Inserts a conbody
• Concept is referenced from a chapter
• Uses the text as the chapter title
Example Style Map
Excerpt from build file
Build from ant command line
Cleanup process:
• Review word2dita output
• Remove <tab/> and <br/> elements
• Retag as appropriate
• Time consuming, but one-time effort
Building output:
• Leveraged minimally-modified XHTML output
• Wrapped in framework
• Adds TOC, search, navigation
Review, edit repeat:
• Changes documented in Word
• Edits made in DITA
Cleanup process
CMSDITA2012_Maass_Quinlan_20120412

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CMSDITA2012_Maass_Quinlan_20120412