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Mature Migration: Growing Your Documentation Set with ...€¦ · – Searchable, flexible,...
Transcript of Mature Migration: Growing Your Documentation Set with ...€¦ · – Searchable, flexible,...
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PRESENTED BY
Mature Migration: Growing Your
Documentation Set with MadCap
Flare
Jason Ross and Chelsea Santos
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• Introduce the two writing teams
• Discuss project scope
• Step through Science Writing process (more technical)
• Step through Tech Writing process (more architecture-
based)
• Demo output
INTRODUCTION
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• Science Writing
– Small team of five writers with science backgrounds
– Produce pre-sales pieces, e.g., data sheets
• Technical Writing
– Large team of 18 writers with various backgrounds
– Produce post-sales pieces, e.g., user guides
• Both teams
– Use Flare as primary authoring tool
– Migrated from PDF to HTML as a primary output for content
THE WRITING TEAMS
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• A more modern and versatile format
– Searchable, flexible, linkable content
– Embedded features such as tooltip-type definitions of acronyms
and bioinformatics terms
• Content is the same, with added dynamic features
– PDF content is pulled apart and reassembled (tech writing only)
– Content remains product-based
– Content previously siloed in guides now lives in one “portal”
– Visual design reformatted for HTML format
PROJECT SCOPE
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• Figured out where we were headed, then what we needed
to do to get there
• Reviewed help systems on the MadCap Customer
Showcase, identified applicable ideas and features like
drop-downs and glossary terms
• Met with stakeholders to collect feature requests and
feedback on navigation, design, versioning, and change
management
INITIAL FIELDWORK
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Science Writing
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Suboptimal for online or mobile viewing
High-quality print document
Limited dynamic and interactive features
Hyperlinks only
Dissonant user experience
Viewed outside website
Optimized for online viewingResponsive layout for mobile devices
Dynamic and interactive featuresMore engaging UX
Integrated with websiteMore consistent UX
WHY DID WE SWITCH FROM PDF TO HTML?
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Create & Format in Flare
• Use Responsive Layout Tool
• Adjust styles in CSS
Use Online Resources
• MadCap Flare Online Help
• w3schools
Consult Web Designer
• Bribe with donuts/bagels/etc
• Become their BFF
DESIGNPROCESS
https://www.w3schools.com/css/css_website_layout.asp
http://help.madcapsoftware.com/flare2018r2/Content/Flare/Responsive-Web-Design/Creating-Responsive-
Layouts.htm?Highlight=responsive%20layout
HTML DESIGN/CREATION PROCESS
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• Because our pieces are relatively short (2-4 pages) and
cohesive, we wanted to present them as a single, scrolling
web page
• How we did it
CREATING A SKINLESS HTML DESIGN
– Started with an HTML5 Top Navigation
skin
– Used CSS to hide the skin components
(navigation and search bars)
– Authored content for each piece in a
single topic file in Flare
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RESPONSIVE HTML
LAYOUTS
• Content is displayed
dynamically, based on
the available viewing
space
• Two major
frameworks used in
web design are
Foundation and
Bootstrap
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RESPONSIVE LAYOUT TOOL
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HOW RESPONSIVE LAYOUTS WORK
div.up1 = 12 columns = 100%
div.up4 = 3/3/3/3 columns = 25% each
div.up2 = 8/4 columns = 66.67%/33.33%
div.up3 = 4/4/4 columns = 33.33% each
• Responsive web
frameworks divide
available horizontal
space into 12 columns
of equal width
• Flare integrates with
this framework by
creating divs with
defined widths
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div.up1 with a
background image
div.up3 with styled
borders
div.up1 with the
slideshow element
div.up2 with unequal
spacing and a menu
proxy
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SINGLE SOURCING CONTENT FOR TWO OUTPUTS
SINGLESOURCING
Output-specific styles in multiple
stylesheets & mediums
Variables
Snippets
Conditional tags
Prebuilt, preformatted templates
(topics, targets, TOCs)
Output-specific page
layouts for PDFs
x
CSS
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CSS: MULTIPLE STYLESHEETS/MEDIUMS
x
CSS
SINGLE
SOURCING
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CSS: MULTIPLE STYLESHEETS/MEDIUMS
x
CSS
SINGLE
SOURCING
CSS for HTML CSS for PDF
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DELIVERABLE-SPECIFIC PAGE LAYOUTS
x
CSS
SINGLE
SOURCING
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TEMPLATES TO SIMPLIFY FORMATTING
x
CSS
SINGLE
SOURCING
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TAGGING CONTENT WITH CONDITIONS
x
CSS
SINGLE
SOURCING
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COMBINING SNIPPETS & VARIABLES FOR
REUSING TABLES
x
CSS
SINGLE
SOURCING
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COMBINING SNIPPETS, VARIABLES, &
CONDITIONS FOR CUSTOMIZABLE REUSE
x
CSS
SINGLE
SOURCING
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• MiniSeq System Data Sheet from Science Writing
DATA SHEET DEMO
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• Be patient, change is hard
• Hold more than one training session (one not enough)
– Expect questions and problems, be prepared to help with
impromptu, one-on-one training/troubleshooting
• Document EVERYTHING – detailed process docs or
internal online help, with step-by-step instructions
(including screenshots); record training sessions
• Consider leading a recurring (weekly or biweekly) series of
meetings to keep team updated on changes/new features;
serve as "office hours" for questions/troubleshooting
TRAINING WRITERS – TIPS AND ADVICE
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• HTML Format v2.0
– Building a glossary of terms for use with text pop-up definitions
– Designing new elements for additional features: customer quotes,
videos, etc
– Evaluating possibility for custom deliverables based on region,
customer type, level of expertise, etc
• Use metrics
– Collecting metrics on how customers interact with HTML format –
what works, what doesn’t
– Exploring customer surveys to gather more info on design
WHERE WE ARE GOING FROM HERE
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• Scott Deloach
• Henri Kester
• Suzy Hosie
• Lynn Carrier
• Ben Nye
• Sandeep Komalan
• Burt Crismore
ACKNOWLEDGEMENTS
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Technical Writing
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• Rapidly changing company, products, and customers
• Emphasis shifted from products to workflows
• Dated documentation model
– Slow updates
– Stale, siloed content
– Customers missed or duplicated steps
• Needed a big, integrated help system
BACKGROUND
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PROCESS OVERVIEW
DeployPublish Phase 1
files to the web
DevelopBuild files in Flare
and prep topics
DesignMock up pages
and navigation;
usability test
DiscoverSolicit input from
stakeholders
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GLOBAL PROJECT LINKING
Master Project
Library Prep Project
IVD
Project
Array
Project
Instrument Project
Design
Project
Analysis
Project
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• Turn UX-tested designs
into master pages
• Maintain a one target to
one TOC ratio
• Set up each “bucket” as a
mini TOC
• Stich mini TOCs into one
master TOC
PROJECT SETUP
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REPOSITORY REFRESH
Added snippets
Revamped conditions
and variables
Simplified styles
Added a Solutions
child project
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• Make the content easy to find and use
• Get customers to the right place quickly, then self-serve
• Help customers plan ahead
• Decide which pieces go together and how
– Early decision to organize by product type
– Links ensure workflow continuity
CONTENT ARCHITECTURE
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• Organize by product: one help system per product
• Organize chronologically, in the order the customer
performs the steps
• Map all content to applicable products
• Mix and match content across all guides
CONTENT ORGANIZATION
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CONTENT STRUCTURE
Reference
Task
Concept
Product facts not directly pertinent to the protocol
Steps in a protocol, and that’s it
What you’re trying to accomplish for the product and
what to know for the protocol
Funnel concepts
into tasks, then
supplement with
reference
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DITA-INSPIRED STYLES
Categorize content
Reduce
conditioningOptimize
reuse
Define a topic’s objective
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• Analyze content in PDF guides
• Identify patterns across product types
• Identify categories (“buckets” of information) for each type
• Put applicable topics into each bucket
• Represent everything at least once; nothing more than
twice
CONTENT LABELING
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• Set up a template for each product type
– Same buckets for each product type
– Mandatory and optional topics for each bucket
• Standardized icons for the buckets
• Tested final design usability and iterated
LANDING PAGE DESIGN
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LIBRARY PREP KIT LANDING PAGE
Kit Overview Getting Started Consumables & Equipment
Protocol Resources & References
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SEQUENCING PROTOCOL
DNA Input
Adapter Sequences
Pooling Guidelines
Analysis App
Getting Started
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• Are the buckets right?
– Is the content distributed correctly?
– Do we need more buckets? Fewer?
• Is the navigation intuitive?
– Can you easily get to the content you need?
– Is searchability addressed?
• What’s on your wishlist?
STAKEHOLDER INPUT
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FEATURE REQUESTS FROM STAKEHOLDERS
Request Implementation
Version awareness Version by HTML page
Show differences between
versionsFuture implementation
Notification of upcoming
updatesFuture implementation
Time and date stampsRelease info in footer of each page
Print to PDF date and time stamps
Editable content Future implementation
Links, links, and more links Disciplined linking across projects
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• Dedicated human factors researcher
• Iteratively tested the various components
– Card sort to test categories and subtopics
– Interactive wireframes to test landing page designs
– Content on a page (drop-downs, expandables, popups, subheads)
– Look and feel elements (breadcrumbs, right navigation)
• Finally tested the whole thing
USABILITY TESTING
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• Do drop-downs declutter or impede Ctrl + F?
– Does a Expand/Collapse All button solve this problem?
• Is the inline placement of terms and acronyms annoying?
• Is the content where you expect to find it?
– If your instrument leaked, would you know where to find help?
• Do you know you can expand the graphics?
• Are numbered headings helpful?
EXAMPLE QUESTIONS FOR UX
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• Very little contradictory feedback
• Intuitive grasp of concept, task, and reference
• Agreement on key content issues
– How we label kit, consumables, and equipment topics
– How we group critical concepts like pooling and index sequences
– How we explain data output
OVERALL TEST RESULTS
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FEATURE REQUESTS FROM UX TESTING
Request Implementation
PDFs UI button to print by mini TOC
Improved definitions Glossaries
Site map and tooltips Improve topic structure instead
Targeted keyword searchesSynonyms, index keywords, topic
descriptions, descriptive headings
Offline version Print to PDF (near-term solution)
Inline tips and techniques Styles for this information
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• Integrate all the feedback into something logical
• Supplement testing and input with metrics
• Set up projects and processes to scale and flex
• Use more snippets
• Honor the architecture
PUTTING THE PIECES TOGETHER
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• Glossary files
– One to define acronyms
– One to define bioinformatics and SBS terms
– SME-reviewed for technical accuracy
• Synonyms file
– Reviewed Google search terms
– Solicited writers’ input
– Brand terms vs. customer terms
ADD TERMS
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ADD LINKS
HTML Doc
Calculators
Kit or instrument Analysis software
Support bulletins
Use cases
Consumables Packaging visuals
Protocols Workflow diagrams
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• Barbara Watson
• Henri Kester
• Janeen Neely
• Stefanie Henke
• Suzy Hosie
• Russel Tingley
ACKNOWLEDGEMENTS
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Thank You!Jason Ross, Senior Science Marketing Writer, [email protected]
Chelsea Santos, Content Architect, [email protected]