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Did DITA Cross the Chasm?
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Gunnar Krause
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Talk given at DITA Europe Conference in 2007 as well as at tekom Annual Conference 2008.
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Did DITA Cross the Chasm?
1.
Did DITA Cross
the Chasm? DITA in the light of the technology adoption life cycle: Just hype or ready for you? by G. H. Krause, Senior Manager TechDoc
2.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 2 We Are A Top 3 Global DRAM Manufacturer* • NYSE listed since August 9, 2006 • 13,000 employees globally • R&D operations in 8 locations on three continents • Manufacturing facilities in Europe, North America and Asia • Broad and growing range of DRAM products for infrastructure, graphics, mobile and consumer applications • Standard DRAMs for use in PCs and workstations Our Global Footprint: FY 06 Revenues EUR 3.8bn 20% 7% 31% 42% EuropeNorth AmericaAsia / PacificJapan Our Company Our Products Strong Customer Base *Calendar year 2006, by revenues. Source: Gartner, February 2007
3.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 3 Qimonda TechDoc in Numbers One central department with about ten people ● information developers, authors, programmers, contractors and students Responsible for ● More than 300 documents ● two variants of almost each, ● based on 500+ text insets ● and 1000+ illustrations
4.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 4 Current Work Mode TechDoc uses structured Framemaker® 7.1 since 2004 ● Developed its own DTD (as part of Infineon Technologies AG) ● Currently with more than 350 elements We achieved full XML round-trip and integrated XSLT processing ● Use of XML and SQL databases, ● Automatic build of tables from data and figures from tables, ● Filters text and even table columns based on Boolean expressions. DTD updates have always been a major issue ● No simple roll back after evaluation period of new release ● Many XSLTs need update
5.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 5 Business Demand Currently the deliverables are ● English only – for engineers to build systems and applications ● PDF only – for download, no hardcopies distributed Key performance indicators ● Accurate documents in time for each new product ● Updating old documents within short cycle time Qimonda is speeding up product development and increasing product portfolio to serve its customers better and to reach out for new customers.
6.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 6 Current tools and process would require significant increase in headcount to barely match the upcoming demand. ●Review on document level is inefficient due to high reuse rate ●High amount of administration work
7.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 7 Use up-to-date tools that support ●Topic-based editing & review ●Automatic build of deliverables
8.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 8 The Mission Go and buy a DITA-based single-sourcing CMS and re-engineer the process. Main Arguments ● DITA is topic based. ● DITA supports multiple reuse strategies. ● Out-of-the-box support of DITA advertised by many IT vendors ● A CMS reduces manual work and provides administrational support. ● The internet is full of white papers, case studies and reports that support this strategy.
9.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 9 Survey The subtitle of this presentation ● DITA in the light of the technology adoption life cycle My questions to the audience 1. Have you already heard about the Technology Adoption Life Cycle? 2. Are you familiar with Technology Adoption Life Cycle? 3. Do you have marketing background?
10.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 10 Technology Adoption Life Cycle (1) Where did I get to know? ● Reading about best practice in the recently published book (2007) “Information Development” by JoAnn T. Hackos ● As technical author you support marketing to sell a technology (product/service) to different customer groups. ● The technology adoption life cycle – is a marketing model – significant when products require change of behavior (discontinuous innovations) – clusters customer groups (market segments)
11.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 11 Technology Adoption Life Cycle (2) Why does this apply to DITA? ● I rate DITA as a discontinuous innovation. ● Moving to a DITA-based system makes you the customer in a high tech market. ● So I read the book covering this model in more detail: “Crossing the Chasm” by Geoffrey A. Moore And this theory serves beyond buying new tools ● Do you remember any IT project that failed due to lacking acceptance of the target users? – I do! ● You will need great marketing skills to sell your new DITA and CMS stuff to your colleagues! ● Colleagues have to invest time and trade their old tool, skill and processes.
12.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 12 Ideal Technology Adoption Life Cycle t Number of potential customers
13.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 13 Innovators ● These are fellows that you refer to as techies, tech junkies. ● They are risk takers and are willing to try out new technologies that come to their radar screen and look appealing. ● They have special radar screens as they go to industry-wide meetings and congresses that foster new technologies.
14.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 14 Early Adopters ● These visionaries are the rare breed of people who have the insight to match an emerging technology into a strategic opportunity. ● They have a dream and take significant business risks to achieve breakthrough improvements. ● Visionaries bear with bugs and bad documentation as long as there is the commitment to their project and good support. ● They are easy to sell as they are in a hurry to leapfrog competition.
15.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 15 Early Majority ● The pragmatists, a rather huge group! ● Their target: solve daily problems with incremental improvements that are proven to work. ● Pragmatists want case studies and references - but they trust only other pragmatists. The work of early adaptors/visionaries is suspicious to them. ● They want to calculate the ROI and TCO (return on invest and total cost of ownership). ● Their strength is to wait and see, which technology evolves as mainstream as mainstream gets most support from other resources which is great for ROI.
16.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 16 Late Majority ● They will adopt new technology after some time watching the pragmatists. ● No need to be ahead of the crowd. ● Such followers are known as conservative. ● They want one thing for one job, a scanner to scan and a copier to copy. ● If you survive without the new stuff why should you bother.
17.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 17 Laggards ● There are fellows that always find one more reason not to change unless forced. ● This critical group is a great source of feedback if you know how to address them. ● They are called the skeptics.
18.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 18 Revised Technology Adoption Life Cycle
19.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 19 Revised Technology Adoption Life Cycle Techies Visionaries Pragmatists Conservatives Skeptics
20.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 20 Revised Technology Adoption Life Cycle Techies Visionaries Pragmatists Conservatives Skeptics The Chasm !!!
21.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 21 Time to brainstorm! Please rate ● yourself, ● your team, ● and your management. And then rate ● your IT department ● and the consultancy company. Finally rate ● DITA and the vendors ... Techies Visionaries Pragmatists Conservatives Skeptics The Chasm !!!
22.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 22 Where is DITA and the tools? Out of the Box ● How much configuration is possible, how much customization is needed? Support ● Do you have a choice between in-house-IT and consultants? ● Which amount of budget and/or skills is available? ● Do your consultants help you to stay as close to standards? ● Are they proud of implementing any thought you mention? BYO ● Bring your own tutorial and task description? Documentation?
23.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 23 DITA the marketing buzz word The vendors say "We do support DITA“. The case studies say "We make use of DITA“. And I say "I am about to use DITA". My personal conclusion (From webinars, conferences, meetings, demos and white papers, workshops, discussions and evaluation) ● DITA can be used in a very flexible manner ● No one uses all features and maybe there is no second (yet) that uses them the same as I want.
24.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 24 Algebra of sets for DITA (by G. Krause) information typing on topic level information typing within topics topic structure inline elements
25.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 25 Algebra of sets for DITA (by G. Krause) structure specialization and generalization information typing on topic level information typing within topics indexing metadata domain specialization in general map elements topic structure inline elements cross references provides some sample domains
26.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 26 Algebra of sets for DITA (by G. Krause) structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies metadata attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains
27.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 27 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
28.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 28 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
29.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 29 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
30.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 30 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
31.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 31 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
32.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 32 Algebra of sets for DITA (by G. Krause) filename rules structure specialization and generalization information typing on topic level information typing within topics indexing multiple reuse strategies hardware domain condition attributes with Boolean equations metadata attribute- based filtering attribute speciali- zation domain specialization in general map elements topic structure inline elements cross references provides some sample domains procedure topic Config file based rendering variable definition files
33.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 33 Examples for DITA “support” Solution 1 ● Implemented maps as file folders with shortcut links to topics. ● No dedicated map editor. ● No relationship table, no view of map content. Solution 2 ● Limited support of inline tags like superscript and subscript (XHTML editor). Solution 3 ● No experience with conref to report, yet. ● No large scale usage, yet.
34.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 34 Obstacles (1) IT department does not like every database or technology or vendor! ● ActiveX and/or Java allowed? ● Standard relational database versus proprietary XML database? ● Some tools are not yet certified for Windows Server 2003 ... Your important users might be non-mainstream using UNIX / Linux / Mac ● One editor tool is available for UNIX but the ready-to-use CMS integration requires Windows Internet Explorer.
35.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 35 Obstacles (2) Qimonda TechDoc is request driven ● TechDoc has no clue when a topic needs to be updated. – SME -subject matter expert- may submit requests with technical details and deadline – SME must review content block for technical correctness ● Our SMEs may create and edit source files on their own – But they lack interest in documentation details and reuse strategies – They do not care much for the writer’s guide – They (ab)use structure to achieve their favored look-and-feel – Quality check of DITA files necessary by TechDoc department. Review on topic level mandatory for Qimonda
36.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 36 Obstacles (3) Review options ● PDF-based review – The only online option in some solutions – No closed loop back to authoring tool – Requires search-and-find as well as copy-and-paste by TechDoc department. ● XML-based review – Solution stays within paradigm of XML – Server-based review allows collaborative review by multiple reviewers – Build-in in the “wrong” CMS – Stand-alone XML review tool comes without ready-to-use integration into CMS and workflow
37.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 37 Issues that seem to be neglected Filename convention Link management Publication control
38.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 38 In file-based CMS you need a filename Such a filename should not be the topic title ● In our data sheets we have plenty of chapters titled "Overview" that are not based on the same topic. ● If title serves as filename you are locked – Updating the title destroys the consistency with filename – or you update the filename, too, and all the references are misleading to the old revision or dead or need to be updated by a daemon. If title is just a metadata like topic type ● Then you can use the topic ID as filename. – A GUID is 32 or 36 characters long – Very long in a decent list of topics with multiple metadata columns. ● I prefer something with 18 digits or less like part numbers in SAP® systems. – A counter or unification engine is needed inside the CMS.
39.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 39 Linking is very important for relationships The DITA standard supports URIs as link target ● In map: topicref. ● In topic: conref, link, xref , source, lq; image; author, publisher. ● In programming domain: fragref. Update support ● You either install active link management, ● Update links when target gets changed (where used list!), ● Or calculate links at editing or publication time Suggestion: Replace links by metadata describing the target.
40.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 40 Variables as special links Variables can be realized with conref ● During editing a generic topic with variable definitions is preferred ● During rendering this topic should be replaced by the specific one with values for the intended output file.
41.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 41 Publishing by config file instead of dialogs Applications do provide dialogs for rendition. ● How often do you render a day? ● How many different rendition settings do you use? Standardization and reuse call for config files. ● Some renditions use the same publication format. ● Some renditions use the same filter settings. ● Some renditions use the same topic with variable values. ● Some renditions use the same map.
42.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 42 Publishing by config file instead of dialogs Output file is the rendition of the config file ● Any output file is only one rendition of many for each map ● The metadata of the output can be derived from config file. ● Check if rendition is up to date can be derived from data in config file. – Trigger auto-rendering?!
43.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 43 Conclusion There is a DITA standard But there is no standard DITA implementation ... and DITA does not even cover every aspect.
44.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 44 The old tools and processes are not fit for the present and future
45.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 45 Evaluation of DITA-based single-sourcing CMS in the technology adoption life cycle Techies Visionaries Pragmatists Conservatives Skeptics The Chasm !!!
46.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 46 For Qimonda the DITA tools are available but barely through the chasm
47.
Copyright © Qimonda
AG 2006. All rights reserved. Qimonda_ghk_rev111.pot Krause, QAG PD PDE 2006-07-03 Page 47 How much of DITA do you need? Techies Visionaries Pragmatists Conservatives Skeptics The Chasm !!! How do you rate yourself and your team, ...?
48.
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