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Migrating from Unstructured                        Agenda
 to Structured FrameMaker
                                                    Reviewing structure implementation
                                                    The FrameMaker structured application
                               Sarah O'Keefe        Conversion rules tables
                      Scriptorium Publishing        Eternal mysteries
                      www.scriptorium.com           Resources




                                                                                                    2




About those blank slides...                        Why structure?
 No, I didn't forget to fill them in.               Must move to Linux/can't use FM any more
 I'm looking for audience participation on          repurpose content for web/print
 these slides.                                      DITA? unified schema
                                                    reduce reliance on proprietary tools (get rid
                                                    of ePublisher Pro)
                                                    it might increase efficiency?
                                                    future-proof my content
                                                    company-driven...buzz
                                               3                                                    4




                                                   Reviewing structure
Why structure?
                                                   implementation
 automated content generation                       Twelve-step process
 no more reinventing the wheel                      Work in FrameMaker begins in step five
 streamline data exchange/localization
 RH>>languages/XML easier
 distributed team
 enforce template
 easier content sharing

                                               5                                                    6
Implementation effort
                                                                     DITA?
 (a twelve-step process)
1. Identify implementation       7. Set up output paths.              standard
   goals.                        8. Develop documentation.
2. Define roles.                                                      content reuse?
                                 9. Deliver training.
3. Establish timelines.          10.Convert legacy documents.         topic-based organization
4. Perform structure analysis.   11.Create change                     predefined architecture (no content
5. Create structure definition      management process.               modeling?)
   files.                        12.Provide transition support        What if your content doesn't match?
6. Set up legacy conversion         and validate
   process.                         implementation.                   role-based content/conditionalization

                                                                 7                                                 8




                                                                     What makes FrameMaker a
                                                                     good choice for structure?
    <topic customer=quot;a,cquot; platform=quot;winquot;                              structure view
    output=quot;onlinequot;>                                                  print preview/visual editor
    ...                                                               already have it
    </topic>                                                          lower learning curve?
                                                                      really nice PDF/easy to create and format
                                                                      authoring/publishing in one package
                                                                      going to be around for a while

                                                                 9                                                10




 What makes FrameMaker a                                             What are FrameMaker's
 good choice for structure?                                          disadvantages?
                                                                      other people don't have it
                                                                      print oriented
                                                                        author mindset
                                                                        configuration
                                                                      configuration is difficult
                                                                      ...conversion of legacy content is horrid
                                                                      no specialization support for DITA
                                                                      predefined DTD requirement?
                                                             11                                                   12
Creating an element definition
                                             EDD syntax
document (EDD)
 Pattern language programming                 Element specification syntax same as in
 EDD is a structured FrameMaker file          DTDs
 Learning structured authoring while            ? (question mark) – zero or one
 creating an EDD is quite challenging           * (asterisk) – zero or many
                                                + (plus) – one or many
                                                , (comma) – sequence of elements
                                                | (pipe) -- Or
                                                ( ) (parentheses) – for grouping
                                        13                                                 14




EDD creation process                         Element types in the EDD
 Elements and attributes first                Containers
 Then add formatting                          Text range (character tag equivalent)
                                              Cross-references
                                              Markers
                                              Variables
                                              Graphics
                                              Table components

                                        15                                                 16




                                             What is the best formatting
Formatting choices in your EDD
                                             approach?
 Reference paragraph/character tags           Downstream, ePublisher Pro requires
 Format change lists                          paragraph/character tags.
 Embedded formatting                          Using an existing formatting template will
                                              save development time.
                                              Format change lists allow inheritance.
                                              Embedded formatting and format change
                                              lists are harder for authors to modify.


                                        17                                                 18
What is the best formatting
                                                         Structured application
approach for you?
                                                          A set of configuration files
                                                          Not a “software application”
                                                          “An application of structure” to a particular
                                                          problem




                                                    19                                                    20




FrameMaker structured
                                                         Basic structured application
application components
 Element definition          Read/write rules
 document (EDD)              Extensible
 Formatting                  Stylesheet
 template                    Language (XSL)
 Document type               transformation files
 definition (DTD) or         FrameMaker
 schema file                 Developer's Kit
 structapps.fm file          (FDK) code

                                                    21                                                    22




Real-life structured application                         Read/write rules vs. XSL vs. FDK
                                                          Difference is not always clear.
                                                          Read/write rules
                                                            FrameMaker-specific items, such as table
                       XSL                                  widths or graphic attributes
                       FDK
                                                          XSL
                                                            Rearranging, reordering, filtering content
                                                          FDK
                                                            Things that are impossible with
                                                    23
                                                            read/write rules or XSL                       24
FDK examples                                       Good news/bad news
 Automatic assignment of IDs and ID                 You can do almost anything with FDK
 validation across a book.                          development.
 Mapping of FrameMaker equation                     If your project requires FDK work, expect
 information to MathML                              the cost to skyrocket.
 Extraction of callouts from FrameMaker
 anchored frame
 Mapping of ID-based cross-references to
 file-based linking (DITA)
                                              25                                                 26




Other bits...not technically part
                                                   FrameScript
of application
 Conversion rules table for unstructured to         Inexpensive
 structured content conversion                      Will pay for itself on first project
 FrameScript scripts for automation of              No need to learn scripting; pay someone to
 tedious tasks                                      write the scripts
 Document conversion
   ePublisher Pro/MIF2GO
   XSL transformation


                                              27                                                 28




Should you choose ePublisher
                                                   Conversion rules table
Pro or XSL transformation?
 need XSL person/need ePP person                    Map unstructured components onto
 stability of ePP                                   elements
 licensing of ePP                                   Finally, a reward for virtuous tagging
 need pretty cross-platform, cross-browser          Don't expect 100 percent automation
 help
 XSL is faster
 ePP is easier to configure/basics

                                              29                                                 30
What about DITA?                                  Should you use DITA?
 Darwin Information Typing Architecture            30% maybe, ??
 Standard structure for modular                    no content modeling (only not)
 documentation                                     separate format vs. content (all XML)
 FrameMaker has support for DITA built             OOB authoring tool support
 into version 8
                                                   widely known
                                                   hype
                                                   Easy enough even for technical writers (!)
                                                   What about DocBook?
                                             31                                                 32




                                                  The $64,000 question: How much
DITA?
                                                  will migration to structure cost?
 software support                                  Analyze content
 topics are nice                                   Research, choosing, configuring, buying
 context-sensitive help? (Tony Self)               software/tools
 multiple outputs                                  Write the business case
 difficult to implement? (easier than the          Get buy-in
 alternatives??)                                   (Re-)Training, learning new tools
 vendor-independent?                               Conversion
                                                   Contractors/consultants
                                             33                                                 34




Cost                                              Cost
 Shift from not-topic-based to topic-based         Turnover in staff
 Technical support for configuration               Change resistance
 Additional tools                                  Complexity
 Productivity LOSS                                 Upper management support/executive
 CMS?                                              sponsorship/quot;eliminatingquot; change
                                                   resistance
 Training
 Personality issues/disruption/change              Software change management
 management                                        M-O-N-E-Y
                                             35                                                 36
Cost                                         Cost contributors
 Ongoing training                             Number of authors
 Transition plan                              Document complexity
 Exit strategy (quot;what if?quot;)                   Number of documents to be converted
 Software support (vendor commitment)         Degree of customization of structure
                                              required
                                              Number of deliverable types
                                              Number of supported languages
                                              Amount of training required
                                        37                                           38




                                             How much time will migration
Cost contributors
                                             to structure require?
 Complexity                                   Not less than six months.
 Velocity




                                        39                                           40




What are the factors that affect
                                             Size factors
implementation size?
                                              Geography
                                              In-house expertise and availability
                                              Resources?
                                              Who are the stakeholders?




                                        41                                           42
Recommendations                                     And random thoughts
 DITA: Analyze how well DITA fits your               Avoid FDK programming if possible to
 content, then make a decision                       minimize costs.
 FrameMaker for publishing: If you need              Understand FrameMaker's object model
 attractive print/PDF, FrameMaker is the             and work within that model to simplify
 way to go.                                          development.
 FrameMaker for authoring: If your existing          If possible, start from FrameMaker
 content is in unstructured FrameMaker,              structure rather than from a DTD.
 structured FrameMaker offers a gentler
 path into XML-based authoring. Also
 consider a mixed workflow.                    43                                                   44




Print challenges                                    ePublisher Pro
 FrameMaker provides excellent print and             Use it if you need a format such as
 PDF support.                                        WebWorks Help
 Most other structured workflows do not.             If you have existing ePublisher Pro
 The trade-off is that FrameMaker has                templates, continue using them for the time
 distinct preferences for your content               being.
 structure.                                          To combine Word/FrameMaker/DITA
                                                     content, consider it.
                                                     Otherwise, switch to vanilla XSL
                                                     transformation.
                                               45                                                   46




XSL transformation
                                                    XSL-FO
for single sourcing
 For generation of other markup (HTML)               Extensible Stylesheet Language Formatting
 from XML content                                    Objects
 Open standard                                       Would replace FrameMaker for print
 Parsers are free and open source                    production
 If you can write scripts, you can write XSL         FrameMaker is much easier to use and
                                                     produces nicer output
 Learning curve is significant
                                                     Appropriate for batch processing, on-the-
                                                     fly generation of PDF, and other specialized
                                                     uses
                                               47                                                   48
Will you switch from
                                                   Localization
FrameMaker to XSL-FO?
 for batch processing...                            Ship XML, not structured FrameMaker, to
 for languages not supported in                     your localization vendor.
 FrameMaker                                         Build localized templates/structured
 for Linux environments...                          applications/XSL transformation.
 PDF is just a check-off                            Unicode now supported in v8.
                                                    No support for right-to-left languages
                                                    (Hebrew, Arabic).


                                              49                                                50




Learning curve                                     Final and most important issue
 It's steep.                                        Change resistance
 Consider multiple training stages.                 Critical factor in determining success or
 Divide and conquer                                 failure of the entire effort
   One person learns EDDs
   One person learns XSL
 Consultants can help.


                                              51                                                52




Resources                                          Resources
 FrameMaker Developer Connection                    FrameScript, www.framescript.com
   Structured Application Developer's Guide         Rick Quatro, www.frameexpert.com, for
   Migration white paper                            custom FrameScript development
   www.adobe.com/devnet/framemaker/                 XSLT Programmer's Reference, Michael Kay
 Scriptorium web site (scriptorium.com)             FrameMaker Developer's Kit, available
   White papers                                     from adobe.com
   Structured FrameMaker training
   Publishing Fundamentals: FrameMaker 7
   (yes, we're working an update)             53                                                54
Contact information           Q&A
Sarah O'Keefe
Scriptorium Publishing
www.scriptorium.com
okeefe@scriptorium.com
+1 919 481-2701 x102




                         55         56

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Migrating from Unstructured to Structured FrameMaker

  • 1. Migrating from Unstructured Agenda to Structured FrameMaker Reviewing structure implementation The FrameMaker structured application Sarah O'Keefe Conversion rules tables Scriptorium Publishing Eternal mysteries www.scriptorium.com Resources 2 About those blank slides... Why structure? No, I didn't forget to fill them in. Must move to Linux/can't use FM any more I'm looking for audience participation on repurpose content for web/print these slides. DITA? unified schema reduce reliance on proprietary tools (get rid of ePublisher Pro) it might increase efficiency? future-proof my content company-driven...buzz 3 4 Reviewing structure Why structure? implementation automated content generation Twelve-step process no more reinventing the wheel Work in FrameMaker begins in step five streamline data exchange/localization RH>>languages/XML easier distributed team enforce template easier content sharing 5 6
  • 2. Implementation effort DITA? (a twelve-step process) 1. Identify implementation 7. Set up output paths. standard goals. 8. Develop documentation. 2. Define roles. content reuse? 9. Deliver training. 3. Establish timelines. 10.Convert legacy documents. topic-based organization 4. Perform structure analysis. 11.Create change predefined architecture (no content 5. Create structure definition management process. modeling?) files. 12.Provide transition support What if your content doesn't match? 6. Set up legacy conversion and validate process. implementation. role-based content/conditionalization 7 8 What makes FrameMaker a good choice for structure? <topic customer=quot;a,cquot; platform=quot;winquot; structure view output=quot;onlinequot;> print preview/visual editor ... already have it </topic> lower learning curve? really nice PDF/easy to create and format authoring/publishing in one package going to be around for a while 9 10 What makes FrameMaker a What are FrameMaker's good choice for structure? disadvantages? other people don't have it print oriented author mindset configuration configuration is difficult ...conversion of legacy content is horrid no specialization support for DITA predefined DTD requirement? 11 12
  • 3. Creating an element definition EDD syntax document (EDD) Pattern language programming Element specification syntax same as in EDD is a structured FrameMaker file DTDs Learning structured authoring while ? (question mark) – zero or one creating an EDD is quite challenging * (asterisk) – zero or many + (plus) – one or many , (comma) – sequence of elements | (pipe) -- Or ( ) (parentheses) – for grouping 13 14 EDD creation process Element types in the EDD Elements and attributes first Containers Then add formatting Text range (character tag equivalent) Cross-references Markers Variables Graphics Table components 15 16 What is the best formatting Formatting choices in your EDD approach? Reference paragraph/character tags Downstream, ePublisher Pro requires Format change lists paragraph/character tags. Embedded formatting Using an existing formatting template will save development time. Format change lists allow inheritance. Embedded formatting and format change lists are harder for authors to modify. 17 18
  • 4. What is the best formatting Structured application approach for you? A set of configuration files Not a “software application” “An application of structure” to a particular problem 19 20 FrameMaker structured Basic structured application application components Element definition Read/write rules document (EDD) Extensible Formatting Stylesheet template Language (XSL) Document type transformation files definition (DTD) or FrameMaker schema file Developer's Kit structapps.fm file (FDK) code 21 22 Real-life structured application Read/write rules vs. XSL vs. FDK Difference is not always clear. Read/write rules FrameMaker-specific items, such as table XSL widths or graphic attributes FDK XSL Rearranging, reordering, filtering content FDK Things that are impossible with 23 read/write rules or XSL 24
  • 5. FDK examples Good news/bad news Automatic assignment of IDs and ID You can do almost anything with FDK validation across a book. development. Mapping of FrameMaker equation If your project requires FDK work, expect information to MathML the cost to skyrocket. Extraction of callouts from FrameMaker anchored frame Mapping of ID-based cross-references to file-based linking (DITA) 25 26 Other bits...not technically part FrameScript of application Conversion rules table for unstructured to Inexpensive structured content conversion Will pay for itself on first project FrameScript scripts for automation of No need to learn scripting; pay someone to tedious tasks write the scripts Document conversion ePublisher Pro/MIF2GO XSL transformation 27 28 Should you choose ePublisher Conversion rules table Pro or XSL transformation? need XSL person/need ePP person Map unstructured components onto stability of ePP elements licensing of ePP Finally, a reward for virtuous tagging need pretty cross-platform, cross-browser Don't expect 100 percent automation help XSL is faster ePP is easier to configure/basics 29 30
  • 6. What about DITA? Should you use DITA? Darwin Information Typing Architecture 30% maybe, ?? Standard structure for modular no content modeling (only not) documentation separate format vs. content (all XML) FrameMaker has support for DITA built OOB authoring tool support into version 8 widely known hype Easy enough even for technical writers (!) What about DocBook? 31 32 The $64,000 question: How much DITA? will migration to structure cost? software support Analyze content topics are nice Research, choosing, configuring, buying context-sensitive help? (Tony Self) software/tools multiple outputs Write the business case difficult to implement? (easier than the Get buy-in alternatives??) (Re-)Training, learning new tools vendor-independent? Conversion Contractors/consultants 33 34 Cost Cost Shift from not-topic-based to topic-based Turnover in staff Technical support for configuration Change resistance Additional tools Complexity Productivity LOSS Upper management support/executive CMS? sponsorship/quot;eliminatingquot; change resistance Training Personality issues/disruption/change Software change management management M-O-N-E-Y 35 36
  • 7. Cost Cost contributors Ongoing training Number of authors Transition plan Document complexity Exit strategy (quot;what if?quot;) Number of documents to be converted Software support (vendor commitment) Degree of customization of structure required Number of deliverable types Number of supported languages Amount of training required 37 38 How much time will migration Cost contributors to structure require? Complexity Not less than six months. Velocity 39 40 What are the factors that affect Size factors implementation size? Geography In-house expertise and availability Resources? Who are the stakeholders? 41 42
  • 8. Recommendations And random thoughts DITA: Analyze how well DITA fits your Avoid FDK programming if possible to content, then make a decision minimize costs. FrameMaker for publishing: If you need Understand FrameMaker's object model attractive print/PDF, FrameMaker is the and work within that model to simplify way to go. development. FrameMaker for authoring: If your existing If possible, start from FrameMaker content is in unstructured FrameMaker, structure rather than from a DTD. structured FrameMaker offers a gentler path into XML-based authoring. Also consider a mixed workflow. 43 44 Print challenges ePublisher Pro FrameMaker provides excellent print and Use it if you need a format such as PDF support. WebWorks Help Most other structured workflows do not. If you have existing ePublisher Pro The trade-off is that FrameMaker has templates, continue using them for the time distinct preferences for your content being. structure. To combine Word/FrameMaker/DITA content, consider it. Otherwise, switch to vanilla XSL transformation. 45 46 XSL transformation XSL-FO for single sourcing For generation of other markup (HTML) Extensible Stylesheet Language Formatting from XML content Objects Open standard Would replace FrameMaker for print Parsers are free and open source production If you can write scripts, you can write XSL FrameMaker is much easier to use and produces nicer output Learning curve is significant Appropriate for batch processing, on-the- fly generation of PDF, and other specialized uses 47 48
  • 9. Will you switch from Localization FrameMaker to XSL-FO? for batch processing... Ship XML, not structured FrameMaker, to for languages not supported in your localization vendor. FrameMaker Build localized templates/structured for Linux environments... applications/XSL transformation. PDF is just a check-off Unicode now supported in v8. No support for right-to-left languages (Hebrew, Arabic). 49 50 Learning curve Final and most important issue It's steep. Change resistance Consider multiple training stages. Critical factor in determining success or Divide and conquer failure of the entire effort One person learns EDDs One person learns XSL Consultants can help. 51 52 Resources Resources FrameMaker Developer Connection FrameScript, www.framescript.com Structured Application Developer's Guide Rick Quatro, www.frameexpert.com, for Migration white paper custom FrameScript development www.adobe.com/devnet/framemaker/ XSLT Programmer's Reference, Michael Kay Scriptorium web site (scriptorium.com) FrameMaker Developer's Kit, available White papers from adobe.com Structured FrameMaker training Publishing Fundamentals: FrameMaker 7 (yes, we're working an update) 53 54
  • 10. Contact information Q&A Sarah O'Keefe Scriptorium Publishing www.scriptorium.com okeefe@scriptorium.com +1 919 481-2701 x102 55 56