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Managing in an XML
                                environment

                             Sarah O’Keefe, Scriptorium Publishing




                                                                       background image
                                                                     flickr: thelastminute

Thursday, November 4, 2010
Twitter
                ❖       @sarahokeefe
                ❖       #tekom is the conference hashtag




Thursday, November 4, 2010
About Sarah O’Keefe
                ❖       Founder and President, Scriptorium
                        Publishing, based in North Carolina, USA
                ❖       Content strategy for technical
                        communication
                ❖       Undergraduate degree in Comparative
                        Area Studies and German, Duke
                        University



Thursday, November 4, 2010
This session is not about
                   XML implementation.
                                        flickr: thelastminute
Thursday, November 4, 2010
It’s about what happens
           after the transition to XML.
                                    flickr: soschilds
Thursday, November 4, 2010
Technical communication
                      is evolving.
                                    flickr: leafbug
Thursday, November 4, 2010
Artisan to manufacturer
                ❖       Replace inefficient processes
                ❖       Automate formatting
                ❖       Increase speed of delivery
                ❖       Reduce quality of formatting?
                ❖       Reduce total cost of creating work
                        product



Thursday, November 4, 2010
XML is the foundation
                ❖       Significant change resistance
                ❖       Not everyone needs XML today
                ❖       With XML, you can integrate
                        documentation into product development
                      ❖      No longer is documentation separate in
                             its own proprietary world
                      ❖      Engineers understand XML


Thursday, November 4, 2010
Automation requires
                                compromises.
                                                   flickr: rtpeat
Thursday, November 4, 2010
The unpleasant reality
                ❖       Automation makes content production
                        less expensive.
                ❖       “Lovingly handcrafted” documentation
                        can be more attractive. It will definitely
                        be more expensive.




Thursday, November 4, 2010
Traditional quality
               measurement: appearance
                ❖       Attractive HTML pages
                ❖       Copyfitting
                ❖       Production editing
                ❖       Line breaks
                ❖       Balanced headings
                ❖       Formatting tricks to make pages look nicer



Thursday, November 4, 2010
An inconvenient truth
                ❖       Your readers probably don’t notice
                        advanced production, like copyfitting.
                ❖       XML does not equal ugly.
                ❖       Poor implementation of XML does equal
                        ugly.
                ❖       Currently, the poor PDF implementations
                        seem to outnumber the good
                        implementations.


Thursday, November 4, 2010
XML changes tech comm
               management.
                ❖       Transparency
                ❖       Accountability
                ❖       Metrics
                ❖       Skill sets
                ❖       Collaboration




Thursday, November 4, 2010
XML increases transparency.
                               flickr: groundzero
Thursday, November 4, 2010
Transparency factors
                ❖       No hiding behind formatting tasks
                ❖       Easy to review content; nightly builds,
                        can see progress
                ❖       Lots and lots of metrics available




Thursday, November 4, 2010
A flood of data
                ❖       More data than we can reasonably
                        evaluate
                ❖       “Is this document a good document?”
                ❖       Transparency a threat to less skilled
                        writers




Thursday, November 4, 2010
The problem with data
                ❖       Easy to measure:
                      ❖      Page count
                ❖       Hard to measure:
                      ❖      Document quality
                ❖       Significant temptation to measure the
                        wrong things.
                ❖       Transparency is a double-edged sword.


Thursday, November 4, 2010
How do you measure
               high-quality content?
                ❖       Writing: clear, concise, audience-
                        appropriate, accurate (!), up-to-date
                ❖       Formatting: Attractive, consistent,
                        well-executed
                ❖       Searchable, findable, discoverable




Thursday, November 4, 2010
High-quality content
                ❖       Writing: clear, concise, audience-
                        appropriate, accurate (!), up-to-date
                ❖       Formatting: Attractive, consistent,
                        well-executed
                ❖       Searchable, findable, discoverable




Thursday, November 4, 2010
Up-to-date content
                ❖       Faster publishing
                ❖       Incremental publishing
                ❖       More current content




Thursday, November 4, 2010
Formatting
                ❖       Automation
                ❖       Cheaper than hand-coding each
                        document
                ❖       Better consistency




Thursday, November 4, 2010
Searchable
                ❖       Management must decide whether to
                        make documents available to search
                        engines
                ❖       Not a technical question
                ❖       A matter of policy




Thursday, November 4, 2010
Findable
                ❖       Performs well in search results
                      ❖      Affected by metadata
                      ❖      Search engine optimization work




Thursday, November 4, 2010
Discoverable
                ❖       Content that has in-bound links from
                        related stuff
                ❖       Content that is found by browsing
                ❖       Affected by your site’s reputation (better
                        reputation = more links)
                ❖       Social media strategy



Thursday, November 4, 2010
Transparency means
                                accountability.
                                                  flickr: leafbug
Thursday, November 4, 2010
Accountability
                ❖       Formatting responsibilities eliminated
                ❖       Metrics can show average topic creation time
                      ❖      Person A takes twice the time of Person B
                      ❖      Person A’s topics are more expensive in
                             localization
                ❖       Does management choose good metrics?
                ❖       Must go beyond perceived efficiency.


Thursday, November 4, 2010
Seductive metrics
                                                 flickr: oriananash
Thursday, November 4, 2010
Obvious = terrible
                ❖       Pages per hour
                ❖       Topics per day
                ❖       Percentage of reuse




Thursday, November 4, 2010
Useful metrics
                                              flickr: garryknight
Thursday, November 4, 2010
What are useful metrics?
                ❖       Usage numbers/web analytics
                ❖       Search patterns
                      ❖      What information do people search for?
                      ❖      Which searches are successful or
                             unsuccesful?
                ❖       How do you measure content quality?



Thursday, November 4, 2010
The writing quality
                              equation: QUACK
                                                   flickr: law_keven
Thursday, November 4, 2010
If it looks like a duck…



       Quality + Usability + Accuracy + Completeness + Conciseness
                                    Cost




Thursday, November 4, 2010
Quality
                ❖       Quality of content
                ❖       Grammar, mechanics, usage, reading
                        level (equivalent factors for visuals)
                ❖       More important for low literacy users,
                        non-native language users, and picky
                        users (language teachers!!)
                ❖       Less important for technical audiences?


Thursday, November 4, 2010
Usability
                ❖       Critical for products where motivation is
                        low—products that people choose to use
                ❖       How attractive is the content
                        presentation?
                ❖       How good is the navigation?
                ❖       Does the content use the appropriate
                        medium (text, video, graphics)?


Thursday, November 4, 2010
Accuracy
                ❖       Is the information correct?
                ❖       Extra-important for nuclear weapons
                        documentation and other products that
                        affect health and/or safety
                ❖       Less important for casual games




Thursday, November 4, 2010
Completeness
                ❖       Are all features described?
                ❖       Are there hidden, undocumented
                        features?
                ❖       Games might leave out features on
                        purpose
                ❖       Medical device documentation should
                        not leave out information


Thursday, November 4, 2010
Conciseness
                ❖       Is the content verbose, repetitive, or
                        redundant?
                ❖       Increases localization expenses
                ❖       Increases print expenses
                ❖       Causes comprehension problems




Thursday, November 4, 2010
Build your own QUACK
               model
                                                   Regulated       Consumer
                        Metric                 documentation   documentation
                        Quality                           9              30
                        Usability                        10              30
                        Accuracy                         40              10
                        Completeness                     40              10
                        Conciseness                       1              20
                                       Total            100             100




Thursday, November 4, 2010
Writing in XML changes
               the mix of skills needed.
                       Writing ability (W)
                       Tools (T)
                       Domain (D)
                       People skills (P)


                                         P       W       P     W


                                    D
                                                     D
                                             T               T




                                  Traditional            XML
Thursday, November 4, 2010
The biggest hurdle:
               Collaboration
                ❖       Shift to topic focus rather than
                        deliverable focus
                ❖       Looking for excuses to avoid reuse
                ❖       Need trust
                ❖       High-functionining team




Thursday, November 4, 2010
Final notes
                ❖       White paper version: scriptorium.com/
                        resources/white-papers/managing-
                        technical-communicators-in-an-xml-
                        environment
                ❖       scriptorium.com/resources for white
                        papers and webcast recordings
                ❖       scriptorium.com/events for upcoming
                        events

Thursday, November 4, 2010
Thank you.
                ❖       Questions?




Thursday, November 4, 2010
Contact information
                ❖       Sarah O’Keefe
                ❖       www.scriptorium.com
                ❖       okeefe@scriptorium.com
                ❖       Twitter: @sarahokeefe




Thursday, November 4, 2010

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Managing in an XML environment

  • 1. Managing in an XML environment Sarah O’Keefe, Scriptorium Publishing background image flickr: thelastminute Thursday, November 4, 2010
  • 2. Twitter ❖ @sarahokeefe ❖ #tekom is the conference hashtag Thursday, November 4, 2010
  • 3. About Sarah O’Keefe ❖ Founder and President, Scriptorium Publishing, based in North Carolina, USA ❖ Content strategy for technical communication ❖ Undergraduate degree in Comparative Area Studies and German, Duke University Thursday, November 4, 2010
  • 4. This session is not about XML implementation. flickr: thelastminute Thursday, November 4, 2010
  • 5. It’s about what happens after the transition to XML. flickr: soschilds Thursday, November 4, 2010
  • 6. Technical communication is evolving. flickr: leafbug Thursday, November 4, 2010
  • 7. Artisan to manufacturer ❖ Replace inefficient processes ❖ Automate formatting ❖ Increase speed of delivery ❖ Reduce quality of formatting? ❖ Reduce total cost of creating work product Thursday, November 4, 2010
  • 8. XML is the foundation ❖ Significant change resistance ❖ Not everyone needs XML today ❖ With XML, you can integrate documentation into product development ❖ No longer is documentation separate in its own proprietary world ❖ Engineers understand XML Thursday, November 4, 2010
  • 9. Automation requires compromises. flickr: rtpeat Thursday, November 4, 2010
  • 10. The unpleasant reality ❖ Automation makes content production less expensive. ❖ “Lovingly handcrafted” documentation can be more attractive. It will definitely be more expensive. Thursday, November 4, 2010
  • 11. Traditional quality measurement: appearance ❖ Attractive HTML pages ❖ Copyfitting ❖ Production editing ❖ Line breaks ❖ Balanced headings ❖ Formatting tricks to make pages look nicer Thursday, November 4, 2010
  • 12. An inconvenient truth ❖ Your readers probably don’t notice advanced production, like copyfitting. ❖ XML does not equal ugly. ❖ Poor implementation of XML does equal ugly. ❖ Currently, the poor PDF implementations seem to outnumber the good implementations. Thursday, November 4, 2010
  • 13. XML changes tech comm management. ❖ Transparency ❖ Accountability ❖ Metrics ❖ Skill sets ❖ Collaboration Thursday, November 4, 2010
  • 14. XML increases transparency. flickr: groundzero Thursday, November 4, 2010
  • 15. Transparency factors ❖ No hiding behind formatting tasks ❖ Easy to review content; nightly builds, can see progress ❖ Lots and lots of metrics available Thursday, November 4, 2010
  • 16. A flood of data ❖ More data than we can reasonably evaluate ❖ “Is this document a good document?” ❖ Transparency a threat to less skilled writers Thursday, November 4, 2010
  • 17. The problem with data ❖ Easy to measure: ❖ Page count ❖ Hard to measure: ❖ Document quality ❖ Significant temptation to measure the wrong things. ❖ Transparency is a double-edged sword. Thursday, November 4, 2010
  • 18. How do you measure high-quality content? ❖ Writing: clear, concise, audience- appropriate, accurate (!), up-to-date ❖ Formatting: Attractive, consistent, well-executed ❖ Searchable, findable, discoverable Thursday, November 4, 2010
  • 19. High-quality content ❖ Writing: clear, concise, audience- appropriate, accurate (!), up-to-date ❖ Formatting: Attractive, consistent, well-executed ❖ Searchable, findable, discoverable Thursday, November 4, 2010
  • 20. Up-to-date content ❖ Faster publishing ❖ Incremental publishing ❖ More current content Thursday, November 4, 2010
  • 21. Formatting ❖ Automation ❖ Cheaper than hand-coding each document ❖ Better consistency Thursday, November 4, 2010
  • 22. Searchable ❖ Management must decide whether to make documents available to search engines ❖ Not a technical question ❖ A matter of policy Thursday, November 4, 2010
  • 23. Findable ❖ Performs well in search results ❖ Affected by metadata ❖ Search engine optimization work Thursday, November 4, 2010
  • 24. Discoverable ❖ Content that has in-bound links from related stuff ❖ Content that is found by browsing ❖ Affected by your site’s reputation (better reputation = more links) ❖ Social media strategy Thursday, November 4, 2010
  • 25. Transparency means accountability. flickr: leafbug Thursday, November 4, 2010
  • 26. Accountability ❖ Formatting responsibilities eliminated ❖ Metrics can show average topic creation time ❖ Person A takes twice the time of Person B ❖ Person A’s topics are more expensive in localization ❖ Does management choose good metrics? ❖ Must go beyond perceived efficiency. Thursday, November 4, 2010
  • 27. Seductive metrics flickr: oriananash Thursday, November 4, 2010
  • 28. Obvious = terrible ❖ Pages per hour ❖ Topics per day ❖ Percentage of reuse Thursday, November 4, 2010
  • 29. Useful metrics flickr: garryknight Thursday, November 4, 2010
  • 30. What are useful metrics? ❖ Usage numbers/web analytics ❖ Search patterns ❖ What information do people search for? ❖ Which searches are successful or unsuccesful? ❖ How do you measure content quality? Thursday, November 4, 2010
  • 31. The writing quality equation: QUACK flickr: law_keven Thursday, November 4, 2010
  • 32. If it looks like a duck… Quality + Usability + Accuracy + Completeness + Conciseness Cost Thursday, November 4, 2010
  • 33. Quality ❖ Quality of content ❖ Grammar, mechanics, usage, reading level (equivalent factors for visuals) ❖ More important for low literacy users, non-native language users, and picky users (language teachers!!) ❖ Less important for technical audiences? Thursday, November 4, 2010
  • 34. Usability ❖ Critical for products where motivation is low—products that people choose to use ❖ How attractive is the content presentation? ❖ How good is the navigation? ❖ Does the content use the appropriate medium (text, video, graphics)? Thursday, November 4, 2010
  • 35. Accuracy ❖ Is the information correct? ❖ Extra-important for nuclear weapons documentation and other products that affect health and/or safety ❖ Less important for casual games Thursday, November 4, 2010
  • 36. Completeness ❖ Are all features described? ❖ Are there hidden, undocumented features? ❖ Games might leave out features on purpose ❖ Medical device documentation should not leave out information Thursday, November 4, 2010
  • 37. Conciseness ❖ Is the content verbose, repetitive, or redundant? ❖ Increases localization expenses ❖ Increases print expenses ❖ Causes comprehension problems Thursday, November 4, 2010
  • 38. Build your own QUACK model Regulated Consumer Metric documentation documentation Quality 9 30 Usability 10 30 Accuracy 40 10 Completeness 40 10 Conciseness 1 20 Total 100 100 Thursday, November 4, 2010
  • 39. Writing in XML changes the mix of skills needed. Writing ability (W) Tools (T) Domain (D) People skills (P) P W P W D D T T Traditional XML Thursday, November 4, 2010
  • 40. The biggest hurdle: Collaboration ❖ Shift to topic focus rather than deliverable focus ❖ Looking for excuses to avoid reuse ❖ Need trust ❖ High-functionining team Thursday, November 4, 2010
  • 41. Final notes ❖ White paper version: scriptorium.com/ resources/white-papers/managing- technical-communicators-in-an-xml- environment ❖ scriptorium.com/resources for white papers and webcast recordings ❖ scriptorium.com/events for upcoming events Thursday, November 4, 2010
  • 42. Thank you. ❖ Questions? Thursday, November 4, 2010
  • 43. Contact information ❖ Sarah O’Keefe ❖ www.scriptorium.com ❖ okeefe@scriptorium.com ❖ Twitter: @sarahokeefe Thursday, November 4, 2010