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Beauty &
the BEAST:
Two Paths
to DITA



                               CMS / DITA North America 2012
                                                  Joe Gollner
                                        Gnostyx Research Inc.
                                            jag@gnostyx.com
Copyright © Joe Gollner 2012
The Path through the Dark Forest
 The Happy Valley of DITA
   Challenges DITA was born to solve

 DITA in a Strange Land
   Edge Cases where DITA might be a stretch

 Walking towards the Light
   Making the case for DITA Alignment

 Taming the Specialization Beast
   Bringing the benefits of DITA to new domains
The Happy Valley of DITA
 Challenges DITA was
 born to solve

 End User Documentation
   Instructive
   Task-oriented
   Conditional
                                    DITA as Belle – the Beauty
   Multi-channel                    Totally into Documentation


 Addressing these needs in ways that can evolve
   Specialization & process overrides for graceful extension
A Heroine with a Touch of Idealism
 Some saw in DITA an answer to all
 documentation problems

 DITA could be used
 to model, author,
 manage & deliver
 all content

 It sounds more fun
 than it turns out to be…
DITA in a Strange Land
 Some documentation
 scenarios present
 special challenges
   Engineering specifications
   Complex diagnostics
   Research materials
                                What’s the problem?
                                  The content doesn’t follow
                                  many (or any) of the ideal
                                  patterns for user materials
                                  Verbose, nested, link rich &
                                  overloaded with semantics
DITA: Tougher than It Looks
 From the outset, DITA proved more scalable in
 addressing advanced challenges than first expected
Still, It’s Nice to have Backup
 It’s time to meet the Beast
A Current Case Study: A DITA Edge Case
 Healthcare Information
   Complex research material
   Elaborate decision support scenarios
   Overlapping disciplinary controls
   Multiple data sources
   Lifecycle traceability
   Exploratory information products

 Little (no) precedent for DITA
 deployment for these problems
   Numerous standards already exist in the Healthcare sector
   Perhaps a different path beckons – into proprietary XML
Proprietary XML? A Digression
 A phrase that has been
 getting broad usage
 Used to denigrate
 non-DITA uses of XML
 Phrase should be avoided
 It is a contradiction
 in terms
 It downplays the real
 benefits of using XML well
Walking Towards the Light
 Making the Case for DITA Alignment
   If alternative standards exist as starting points
    •   Why use DITA?
   The currency of the phrase “proprietary XML” offers a clue
    •   The CM industry has been promoting DITA as a common path
    •   Vendors want to
        consolidate the
        requirements they
        need to support
        and understandably!
    •   So vendors have been
        concentrating their
        development efforts
        on DITA
So DITA Ventures into Uncharted Territory
 Applying DITA to
 edge cases can be
 a challenge
   Modelling content
   through specializations
   complicates an already
   complicated process
                             Prototyping solutions using
                             class attributes & processing
                             overrides complicates an already
                             complicated process
                             The Beast becomes unhappy
Getting to Know (and Love) the Beast
 So what exactly do I mean by
 the Beast?
   It is an implementation strategy
    •   One that starts without DITA
    •   One that models content &
        prototypes solutions using
        Custom XML

   One that seeks to establish & then exploit DITA Alignment
    •   Adopting DITA content models as “primitives”
    •   Applying the structural principles of DITA as far as possible
         • Reusable components & assembly structures

    •   Setting the ground work for a later “reunion”
Why bother?
                                Data
 DITA has a specific center    Variety

 of core capability
   Corresponds with
   a set of common
   content activities
                 Core DITA
                 Capability


   CM vendors are
   providing ever
   improving functionality
                              Processing
                                Variety
The Natural Role of Specialization
                                                     Data
 Specialization is natural                          Variety
   When data patterns are
   close to existing structures
   to which they can be
   easily associated
   (aka specialization)
   When the processing
   overrides extend or
   adapt existing behaviour
   in a logical way
   (aka overrides)

                       Model Specialization &      Processing
                      Processing Override Effort     Variety
DITA Being Stretched to the Limits
                                          Data
 Edge Case Scenarios                     Variety
   Call for extensive specialization
   & processing overrides

   Encounter elevated costs
   when stretching DITA
   beyond its natural bounds




            Model Specialization &
           Processing Override Effort   Processing
                                          Variety
The Bigger Concern: Time

                        Time is of the essence
Elapsed Time Required




                                                 Edge case projects need to
                                                 progress even faster than
                                                 other projects
                                                 Stretching DITA takes too
                              Level of Effort    much time
The Beast Shows Itself
                                                    Data
 Custom XML leveraged to                           Variety
 accelerate modelling &
 exploratory prototyping
      Available industry standards
      leveraged aggressively
  Standard DITA   Specialized DITA   Custom XML




                                                  Processing
                                                    Variety
The Point: Accelerated Development
 Modelling & Prototyping
 benefit from:




                              Elapsed Time Required
                                                                         Time
   Leveraging DITA                                                      Savings
   where the fit is natural
   Leveraging custom
   XML where new
   ground must be
   broken

 The goal:                                            Level of Effort

   Achieve a sound operational solution as quickly as possible
   Leverage DITA support where this offers benefits
Converging Paths
                                                             Data
 Once an operational solution                               Variety
 has been established
   Steps can be taken to
   align the content models
   with DITA
   Retroactive specialization

 Allows the content to be
 managed & maintained using
 standard DITA tools
   Standard DITA      Specialized DITA        Custom XML                 Custom
                                                           Processing   processing
                   Heavily Specialized DITA
                                                             Variety    can remain
DITA and the Hidden Side of the Beast
 DITA offers one
 unexpected, but very
 important, benefit in these
 more extreme cases

 DITA helps to introduce
 document content to
 teams with a data &
                               The Beast needs to learn to be gentle
 technology background           when handling document content,
                                 which can be something quite new
   Very important where data        for teams with a database &
   structures exist in         transactional technology background
   document contexts
DITA has Lessons to Teach
 DITA can be used
 to introduce technical
 teams to the ins & outs
 of document content

 DITA distills a set
 of best practices in
 handling content

 Provides scaffolding for modelling efforts that mix
 data structures with document content
A Happy Ending
                                                                       Joe Gollner
                                                             Gnostyx Research Inc.
                                                                www.gnostyx.com
                                                                jag@gnostyx.com


                                                                       The Content
                                                                  Philosopher Blog
                                                                   www.gollner.ca


                                                                       Visual Credits:
                                                                http://disney.go.com/
   And like most fairy tales, the Beast turns out to be        beauty-and-the-beast/
a wealthy aristocrat as well as being a kind-hearted hunk.               Great Movie!
              What more could you ask for?                        Gaston is the best!

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Beauty and the Beast: Two Paths to DITA

  • 1. Beauty & the BEAST: Two Paths to DITA CMS / DITA North America 2012 Joe Gollner Gnostyx Research Inc. jag@gnostyx.com Copyright © Joe Gollner 2012
  • 2. The Path through the Dark Forest The Happy Valley of DITA Challenges DITA was born to solve DITA in a Strange Land Edge Cases where DITA might be a stretch Walking towards the Light Making the case for DITA Alignment Taming the Specialization Beast Bringing the benefits of DITA to new domains
  • 3. The Happy Valley of DITA Challenges DITA was born to solve End User Documentation Instructive Task-oriented Conditional DITA as Belle – the Beauty Multi-channel Totally into Documentation Addressing these needs in ways that can evolve Specialization & process overrides for graceful extension
  • 4. A Heroine with a Touch of Idealism Some saw in DITA an answer to all documentation problems DITA could be used to model, author, manage & deliver all content It sounds more fun than it turns out to be…
  • 5. DITA in a Strange Land Some documentation scenarios present special challenges Engineering specifications Complex diagnostics Research materials What’s the problem? The content doesn’t follow many (or any) of the ideal patterns for user materials Verbose, nested, link rich & overloaded with semantics
  • 6. DITA: Tougher than It Looks From the outset, DITA proved more scalable in addressing advanced challenges than first expected
  • 7. Still, It’s Nice to have Backup It’s time to meet the Beast
  • 8. A Current Case Study: A DITA Edge Case Healthcare Information Complex research material Elaborate decision support scenarios Overlapping disciplinary controls Multiple data sources Lifecycle traceability Exploratory information products Little (no) precedent for DITA deployment for these problems Numerous standards already exist in the Healthcare sector Perhaps a different path beckons – into proprietary XML
  • 9. Proprietary XML? A Digression A phrase that has been getting broad usage Used to denigrate non-DITA uses of XML Phrase should be avoided It is a contradiction in terms It downplays the real benefits of using XML well
  • 10. Walking Towards the Light Making the Case for DITA Alignment If alternative standards exist as starting points • Why use DITA? The currency of the phrase “proprietary XML” offers a clue • The CM industry has been promoting DITA as a common path • Vendors want to consolidate the requirements they need to support and understandably! • So vendors have been concentrating their development efforts on DITA
  • 11. So DITA Ventures into Uncharted Territory Applying DITA to edge cases can be a challenge Modelling content through specializations complicates an already complicated process Prototyping solutions using class attributes & processing overrides complicates an already complicated process The Beast becomes unhappy
  • 12. Getting to Know (and Love) the Beast So what exactly do I mean by the Beast? It is an implementation strategy • One that starts without DITA • One that models content & prototypes solutions using Custom XML One that seeks to establish & then exploit DITA Alignment • Adopting DITA content models as “primitives” • Applying the structural principles of DITA as far as possible • Reusable components & assembly structures • Setting the ground work for a later “reunion”
  • 13. Why bother? Data DITA has a specific center Variety of core capability Corresponds with a set of common content activities Core DITA Capability CM vendors are providing ever improving functionality Processing Variety
  • 14. The Natural Role of Specialization Data Specialization is natural Variety When data patterns are close to existing structures to which they can be easily associated (aka specialization) When the processing overrides extend or adapt existing behaviour in a logical way (aka overrides) Model Specialization & Processing Processing Override Effort Variety
  • 15. DITA Being Stretched to the Limits Data Edge Case Scenarios Variety Call for extensive specialization & processing overrides Encounter elevated costs when stretching DITA beyond its natural bounds Model Specialization & Processing Override Effort Processing Variety
  • 16. The Bigger Concern: Time Time is of the essence Elapsed Time Required Edge case projects need to progress even faster than other projects Stretching DITA takes too Level of Effort much time
  • 17. The Beast Shows Itself Data Custom XML leveraged to Variety accelerate modelling & exploratory prototyping Available industry standards leveraged aggressively Standard DITA Specialized DITA Custom XML Processing Variety
  • 18. The Point: Accelerated Development Modelling & Prototyping benefit from: Elapsed Time Required Time Leveraging DITA Savings where the fit is natural Leveraging custom XML where new ground must be broken The goal: Level of Effort Achieve a sound operational solution as quickly as possible Leverage DITA support where this offers benefits
  • 19. Converging Paths Data Once an operational solution Variety has been established Steps can be taken to align the content models with DITA Retroactive specialization Allows the content to be managed & maintained using standard DITA tools Standard DITA Specialized DITA Custom XML Custom Processing processing Heavily Specialized DITA Variety can remain
  • 20. DITA and the Hidden Side of the Beast DITA offers one unexpected, but very important, benefit in these more extreme cases DITA helps to introduce document content to teams with a data & The Beast needs to learn to be gentle technology background when handling document content, which can be something quite new Very important where data for teams with a database & structures exist in transactional technology background document contexts
  • 21. DITA has Lessons to Teach DITA can be used to introduce technical teams to the ins & outs of document content DITA distills a set of best practices in handling content Provides scaffolding for modelling efforts that mix data structures with document content
  • 22. A Happy Ending Joe Gollner Gnostyx Research Inc. www.gnostyx.com jag@gnostyx.com The Content Philosopher Blog www.gollner.ca Visual Credits: http://disney.go.com/ And like most fairy tales, the Beast turns out to be beauty-and-the-beast/ a wealthy aristocrat as well as being a kind-hearted hunk. Great Movie! What more could you ask for? Gaston is the best!