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Aiming for Best Practice in DITA
           Authoring
              Tony Self
     tony.self@hyperwrite.com
Context

• “Informed” by academic research at
  Swinburne University
• What constitutes best practice in the
  Darwin Information Typing Architecture
  for technical publications?
What is “best practice”?

• Different things to different people
• Bit like “quality”
• “Better practice”
• The adoption of work practices that
  reflect the most efficient and
  effective that are practically
  possible.
• Few achieve best practice, but many aim
  for it!
Aiming for best practice

•   Understand different alternatives
•   Minimise inefficiencies
•   Reduce process bottlenecks
•   Choose effective methods
•   Standardise
Conventional best practice

• Standard editing marks
• Standard spelling
• Standard punctuation rules
• Standard paper sizes
• Standard writing tools
• Standard printing metrics
• Presentation conventions
• Methodologies
• Captured in a style guide
A Style Guide for
Authoring Documents in DITA
Big Picture
What is DITA again?

• DITA is a new open standard for the creation
  and management of written documents such
  as policies and procedures, teaching and
  learning documents, Help systems, Web sites
  and instruction manuals.
• DITA is many things in one. It is:
  –   an XML language
  –   a writing methodology
  –   a topic-based information architecture
  –   a structured authoring platform.
For Tech Writers...

• The DITA approach utterly separates
  content from its presentation by using
  document semantics as the basis for
  mark-up.
• It takes a modular approach
• It is very different from the existing
  methods of:
  – linear writing
  – style-based markup
Two differences to focus on

• Separation of content and form
  – Author not concerned with presentational
    form
• Modularity
  – Documents written as re-useable
    components
Different
Approaches
Influences on Tech Comms
   Globalisation           Embedded UA

                                          Modularity
 Agile
                     Technical
                   Communication

Re-use
                                         Dublin Core

         Single-sourcing      Facets
Separation of Content and Form
Separation of Content

• DITA incorporates the idea of the
  separation of content from formatting
  (and delivery)
• Documents authored in a neutral format
• For presentation and delivery to the
  reader, source documents need to be
  transformed into a reading format
• Build, compile, publish, transform
Workflow
Separation with Semantics

• Author:
  – Mark up the document using semantic
    entities
  – Do not consider page size, font, colour,
    indent, margin, leading, spacing, headers,
    footers, bolding, kerning, padding, alignment
    and numbering
  – Concentrate on getting the semantic markup
    right
  – Topic level focus: write topics, not documents
Separation with Semantics

• Information Architect:
  – Define which topics need writing
  – Assemble those topics into collections
  – May be same person as author, but roles are
    distinct
  – Planning separated from writing
Separation with Semantics

• Styling and aesthetic presentation is
  another job, perhaps for a different
  person (graphic designer)
• Some styling jobs become XSL-FO or XSL-
  T programming jobs
• Generating the document is another
  process (publishing)
Everything is Different

• The semantic authoring approach might
  be alien...
  – and the modular approach
  – and the re-use philosophy
  – and the minimalism theory
• Makes authoring entirely different
The Need for a DITA Style Guide
What is a Style Manual?

• A set of standards governing the design and
  writing of documents.
• Usually takes the form of a printed manual.
• Originators: publishing organisations,
  standards bodies, government agencies and
  publication departments
• Examples:
  – AGPS Style Manual
  – Chicago Manual of Style
  – News Limited Style
Need for a DITA Style Manual

• Style manuals promote consistency
  – Leading to authority
  – and readability
• Existing Style Manuals focus on style-
  based authoring, and most are entirely
  unsuitable for semantic authoring
• One of the difficulties of DITA adoption is
  working without a relevant Style Manual
Style Guide Content vs Form
Style Guide Content vs Form
“Traditional” Style Manual Use
DITA Style Manual Need
How style guides work

•   Document the standards and conventions used
•   Policed by the manager or editor
•   Self-policed by authors themselves
•   Example – a style guide might stipulate that:
    – Each topic should have a primary heading that
      describes the content of the content.
• DITA's language reference is a type of style guide
• But many requirements can be policed by the
  validating editor
    – For example, a topic cannot be saved unless it has a
      title
Interchange

• WOOO
  – Write Once and Once Only
• Company supplying components to
  manufacturer should supply documentation
• Component document “consumed” by
  assembly document
• Relies on the same application of the
  standard
• The DITA standard has gaps
DITA Style Manual

• Supra-organisational semantic mark-up rules
• Important when the formal language rules
  themselves are open to interpretation
  – <varname> or <apiname>?
  – <term> or <ph> or <keyword>?
• DITA Language Reference is large, technical, and
  impenetrable for “non-technical” technical
  authors
• Example – Stem sentence followed by a list
• Authority (eventually) of Style Manual via open
  source, community ownership
Examples
DITA Language Reference

• The command (<cmd>) element is
  required as the first element inside a
  <step>. It provides the active voice
  instruction to the user for completing the
  step, and should not be more than one
  sentence. If the step needs additional
  explanation, this can follow the <cmd>
  element inside an <info> element.
The DITA Style Guide

• Short Description used throughout
What element for keystrokes?
The uicontrol element should be used when
  describing keys on a keyboard, and the
  userinput element for describing
  keystrokes that the user must input.

• More detailed explanation and tool
  neutral mark-up examples
The DITA Style Guide

What Element for Keystrokes?
It is not immediately obvious in DITA what element
   should be used to mark up keyboard keys, such as
   Enter, Ctrl and Backspace. The best approach is to use
   the uicontrol and userinput elements, depending on
   context.
When describing keys on a computer keyboard, use the
   uicontrol element. For example:
   <p>Use the <uicontrol>Tab<uicontrol> to move from field
     to field.</p>
Note: Do not use the shortcut element; this element is
  intended to identify keyboard shortcuts in descriptions
  of user interface controls in windowed applications.
Potential for controversy

• What if you disagree?
• Paragraphs within list items
• Lists within stem sentence paragraph
• Serial commas
• For example, no punctuation at the end
  of list items
• Not a matter of right or wrong, but a
  means of achieving consistency
Questions, Discussion, Ideas
More information

• www.ditastyle.com
• www.scriptorium.com/books/the-dita-
  style-guide-best-practices-for-authors/

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Webcast: DITA Best Practices

  • 1. Aiming for Best Practice in DITA Authoring Tony Self tony.self@hyperwrite.com
  • 2. Context • “Informed” by academic research at Swinburne University • What constitutes best practice in the Darwin Information Typing Architecture for technical publications?
  • 3. What is “best practice”? • Different things to different people • Bit like “quality” • “Better practice” • The adoption of work practices that reflect the most efficient and effective that are practically possible. • Few achieve best practice, but many aim for it!
  • 4. Aiming for best practice • Understand different alternatives • Minimise inefficiencies • Reduce process bottlenecks • Choose effective methods • Standardise
  • 5. Conventional best practice • Standard editing marks • Standard spelling • Standard punctuation rules • Standard paper sizes • Standard writing tools • Standard printing metrics • Presentation conventions • Methodologies • Captured in a style guide
  • 6. A Style Guide for Authoring Documents in DITA
  • 8. What is DITA again? • DITA is a new open standard for the creation and management of written documents such as policies and procedures, teaching and learning documents, Help systems, Web sites and instruction manuals. • DITA is many things in one. It is: – an XML language – a writing methodology – a topic-based information architecture – a structured authoring platform.
  • 9. For Tech Writers... • The DITA approach utterly separates content from its presentation by using document semantics as the basis for mark-up. • It takes a modular approach • It is very different from the existing methods of: – linear writing – style-based markup
  • 10. Two differences to focus on • Separation of content and form – Author not concerned with presentational form • Modularity – Documents written as re-useable components
  • 12. Influences on Tech Comms Globalisation Embedded UA Modularity Agile Technical Communication Re-use Dublin Core Single-sourcing Facets
  • 14. Separation of Content • DITA incorporates the idea of the separation of content from formatting (and delivery) • Documents authored in a neutral format • For presentation and delivery to the reader, source documents need to be transformed into a reading format • Build, compile, publish, transform
  • 16. Separation with Semantics • Author: – Mark up the document using semantic entities – Do not consider page size, font, colour, indent, margin, leading, spacing, headers, footers, bolding, kerning, padding, alignment and numbering – Concentrate on getting the semantic markup right – Topic level focus: write topics, not documents
  • 17. Separation with Semantics • Information Architect: – Define which topics need writing – Assemble those topics into collections – May be same person as author, but roles are distinct – Planning separated from writing
  • 18. Separation with Semantics • Styling and aesthetic presentation is another job, perhaps for a different person (graphic designer) • Some styling jobs become XSL-FO or XSL- T programming jobs • Generating the document is another process (publishing)
  • 19. Everything is Different • The semantic authoring approach might be alien... – and the modular approach – and the re-use philosophy – and the minimalism theory • Makes authoring entirely different
  • 20. The Need for a DITA Style Guide
  • 21. What is a Style Manual? • A set of standards governing the design and writing of documents. • Usually takes the form of a printed manual. • Originators: publishing organisations, standards bodies, government agencies and publication departments • Examples: – AGPS Style Manual – Chicago Manual of Style – News Limited Style
  • 22. Need for a DITA Style Manual • Style manuals promote consistency – Leading to authority – and readability • Existing Style Manuals focus on style- based authoring, and most are entirely unsuitable for semantic authoring • One of the difficulties of DITA adoption is working without a relevant Style Manual
  • 27. How style guides work • Document the standards and conventions used • Policed by the manager or editor • Self-policed by authors themselves • Example – a style guide might stipulate that: – Each topic should have a primary heading that describes the content of the content. • DITA's language reference is a type of style guide • But many requirements can be policed by the validating editor – For example, a topic cannot be saved unless it has a title
  • 28. Interchange • WOOO – Write Once and Once Only • Company supplying components to manufacturer should supply documentation • Component document “consumed” by assembly document • Relies on the same application of the standard • The DITA standard has gaps
  • 29. DITA Style Manual • Supra-organisational semantic mark-up rules • Important when the formal language rules themselves are open to interpretation – <varname> or <apiname>? – <term> or <ph> or <keyword>? • DITA Language Reference is large, technical, and impenetrable for “non-technical” technical authors • Example – Stem sentence followed by a list • Authority (eventually) of Style Manual via open source, community ownership
  • 31. DITA Language Reference • The command (<cmd>) element is required as the first element inside a <step>. It provides the active voice instruction to the user for completing the step, and should not be more than one sentence. If the step needs additional explanation, this can follow the <cmd> element inside an <info> element.
  • 32. The DITA Style Guide • Short Description used throughout What element for keystrokes? The uicontrol element should be used when describing keys on a keyboard, and the userinput element for describing keystrokes that the user must input. • More detailed explanation and tool neutral mark-up examples
  • 33. The DITA Style Guide What Element for Keystrokes? It is not immediately obvious in DITA what element should be used to mark up keyboard keys, such as Enter, Ctrl and Backspace. The best approach is to use the uicontrol and userinput elements, depending on context. When describing keys on a computer keyboard, use the uicontrol element. For example: <p>Use the <uicontrol>Tab<uicontrol> to move from field to field.</p> Note: Do not use the shortcut element; this element is intended to identify keyboard shortcuts in descriptions of user interface controls in windowed applications.
  • 34. Potential for controversy • What if you disagree? • Paragraphs within list items • Lists within stem sentence paragraph • Serial commas • For example, no punctuation at the end of list items • Not a matter of right or wrong, but a means of achieving consistency
  • 36. More information • www.ditastyle.com • www.scriptorium.com/books/the-dita- style-guide-best-practices-for-authors/