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Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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George Bina explores the world of XML authoring for technical documentation. He shares tips and tricks designed to help technical communicators understand the advanced information management capabilities structured XML authoring provides over traditional authoring approaches. Specifically, George addresses the following questions: How do I know what content to create? What XML markup should I choose and why? How do I leverage markup to engineer better authoring experiences? How to we enforce content rules in XML documents? Why correcting content problems during the authoring process can help you reduce costs? This session was part of The Content Wrangler Virtual Summit on Advanced Technical Communication Practices, December 4-5, 2014. Hosted by BrightTALK. Sponsored by SDL, Astoria Software, Acrolinx, oXygen XML Editor, Logos, Scriptorium, and Oberon Technologies.

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Page 1: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor
Page 2: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor
Page 3: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor
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Deep  Dive:  XML  Structured  Authoring  George  Bina  

Page 6: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

About  oXygen  XML  Editor  •  2001  –  XML  IDE  

–  Develop  XML  grammars  (DTD,  XML  Schema,  Relax  NG)  –  Publish/transform  documents  (XSLT,  ant,  XProc)  –  Query  and  manage  XML  (XQuery,  XML  databases)  –  Give  access  to  your  data  though  web  services    (WSDL)  

•  2007  –  XML  visual  ediWng  based  on  CSS  –  Create  XML  in  a  word  processor  like  interface    –  Guided  XML  ediWng  for  non  technical  people  

•  2013  –  XML  authoring  across  devices  –  Use  any  HTML5-­‐aware  device,  including  mobile  devices  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

About  me  •  15+  years  of  working  with  XML  •  Founder  of  Syncro  So<  /  oXygen  XML  Editor  •  Involved  in  XML  related  open  source  projects  •  Speaking  at  many  conference  on  oXygen  and  XML  related  topics  

•  Try  to  bring  interesWng  ideas  to  life  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Purpose  of  this  presentaWon  •  Respond  to  a  few  quesWons  – Why  structured  informaWon?  –  How  can  we  improve  the  user  experience  when  creaWng  structured  informaWon?  

–  How  can  we  make  sure  we  obtain  high-­‐quality  informaWon?  

•  Get  an  idea  of  what  technologies  and  opWons  are  available  to  improve  the  quality  of  your  structured  informaWon  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speed  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  

Page 11: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  Is  a  simple  text  file  structured?  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  Is  a  simple  text  file  structured?  Yes!  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  Is  a  simple  text  file  structured?  Yes!  

Page 14: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  Is  a  simple  text  file  structured?  Yes!  

explicit  structure      text  lines  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Need  for  speedstructure  Is  a  simple  text  file  structured?  Yes!  

explicit  structure      text  lines  

implicit  structure      Wtle      abstract      quote      subWtle  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Explicit  versus  implicit  structure  Explicit  structure  

–  Can  be  easily  processed  automaWcally  by  a  machine  –  Can  be  verified  against  a  specified  pafern  

Implicit  structure  –  Requires  domain  knowledge  to  be  understood  and  a  very  intelligent  audience  

–  Can  take  different  forms,  it  is  difficult  to  enforce  a  specific  pafern  

–  Cannot  be  reliably  processed  automaWcally  Explicit  structure  enables  speed  of  informa4on  processing  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

XML  enables  explicit  structure  

Page 18: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Just  the  XML    syntax  is  not  enough…  

Page 19: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

XML  is  more  than  its  syntax  You  get  access  to  an  enWre  ecosystem  •  Grammars  to  define  structure  and  already  defined  standard  

vocabularies  •  Parsers,  validators,  processing  languages  •  Authoring  tools  •  XML  Databases  •  Content  Management  Systems  •  Publishing  workflows  or  delivery  plalorms  •  Etc.  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Technical  documentaWon  One  of  the  main  use-­‐cases  for  XML    An  important  area  for  many  oXygen  users  Usual  choices:  •  DITA  •  DocBook  •  Custom  XML  vocabulary  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Quality  The  quality  of  an  XML-­‐based  system  depends  on  the  quality  of  the  XML  markup  that  is  entered  into  that  system  This  happens  when  the  XML  is  created,  usually  at  authoring  4me!  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Create  high  quality  structured  content    Make  XML  authoring  easier  by  guiding  users  to  choose  correct  markup  and  idenWfying  potenWal  problems  early  on  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Communicate  with  the  author  QuesWons  an  author  may  ask:  •  How  do  I  know  what  content  to  create?  

–  Tell  the  author  what  is  expected  to  appear  in  the  document  he  writes  and  how  that  should  be  encoded  

•  What  XML  markup  should  I  choose  and  why?  –  Let  the  author  know  what  each  XML  element  and  afribute  is  intended  for  

•  How  can  I  perform  complex  tasks  easier?  –  Provide  acWons  to  simplify  complex  markup  changes  

•  Is  there  something  wrong  with  my  current  content?    –  IdenWfy  potenWal  issues  and  noWfy  the  author  immediately  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  content  should  I  create  here?  

Page 25: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  should  I  put  in  this  document?  Tell  the  author  what  is  expected  to  appear  in  the  document  he  writes  and  how  that  should  be  encoded  •  Where?  – Within  the  document  

•  How?  –  InstrucWons  and  examples  rendered  directly  within  the  document  

Page 26: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  should  I  put  in  this  document?  

Page 27: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  should  I  put  in  this  document?  

Page 28: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  

Page 29: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  Let  the  author  know  what  each  element  and  afribute  is  intended  for  •  When?    – When  the  author  wants  to  insert  or  change  markup  

•  How?  –  ToolWps  describing  the  intended  use  of  an  element,  afribute  or  value  

–  Progressive  disclosure  as  links  for  more  details  to  external  resources  

Page 30: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  

Page 31: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  

Page 32: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  

Page 33: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

What  XML  markup  should  I  choose?  

Page 34: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

How  should  I  …?  •  …insert  a  table,  a  table  row,  a  table  column  •  …reorder  steps  in  a  procedure  •  …change  from  an  unordered  list  to  an  ordered  list  

•  etc.  

Page 35: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

How  should  I  …?  Provide  acWons  to  simplify  markup  changes  •  Where?  – Menu,  contextual  menu,  toolbar  – Within  the  document  

•  How?  – Define  a  set  of  custom  acWons  that  match  high  level  user  concepts  and  make  them  available  in  different  places  in  the  user  interface  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

How  should  I  …?  

Inline  acWons  

Use  this  to  add  a  new  choice  table  

Page 37: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

How  should  I  …?  

Use  this  to  insert  a  new  row  

Page 38: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

How  should  I  …?  

Page 39: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

Cost  associated  to  fixing  an  issue  Increases  as  Wme  passes  from  zero  to  very  expensive:          

–  Authoring  (close  to  zero)  –  Review  –  Publishing  –  ProducWon  (may  not  be  acceptable  anymore)    

 

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Deep  dive:  XML  Structured  Authoring  

Example  •  Problem  – Use  short  descripWons  for  befer  search  results  

•  Possible  soluWons  –  Instruct  the  writers  – Ask  reviewers  to  verify  –  Build  checks  into  a  QA  tool  –  Build  checks  into  the  authoring  tool  

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Deep  dive:  XML  Structured  Authoring  

Something  wrong  with  my  content?  

Empty  descripWon  

Valid  document  

Page 42: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

How  can  we  enforce  rules  on  content?  IdenWfy  potenWal  issues  and  noWfy  the  author  immediately  •  When?  – As  soon  as  the  issue  appears  

•  How?  –  Inform  the  author  about  the  issue  and  provide  hints  on  what  to  do  to  solve  that  problem  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

How  can  we  enforce  rules  on  content?  

Page 44: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

How  can  we  enforce  rules  on  content?  

Page 45: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

Adding  rules  as  part  of  a  style  guide  

Rule  text  

Rule  definiWon  

Page 46: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Adding  rules  as  part  of  a  style  guide  

Page 47: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

Technologies  CSS  staWc  content  

Page 48: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

Technologies  Element  toolWps:  annotaWons  and  configuraWon  

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Deep  dive:  XML  Structured  Authoring  

Technologies  Custom  acWons  

Page 50: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

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Deep  dive:  XML  Structured  Authoring  

Technologies  Rules  enforced  with  ISO  Schematron  

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Deep  dive:  XML  Structured  Authoring  

Conclusions  •  Structured  content  enables  speed  of  processing  •  Quality  of  structured  content  can  be  achieved  if  we  communicate  

with  the  authors  •  CommunicaWon  enables  a  befer  authoring  experience:  

–  Minimal  or  no  training  required  to  create  structured  content  –  Users  can  focus  on  their  domain,  on  the  informaWon  they  want  to  

encode  and  not  on  the  encoding  itself  –  The  document  becomes  the  complete  user  interface  and  drives  the  

authoring  experience  •  Structured  authoring  may  be  easier  than  working  with  a  word  

processing  applicaWon  

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Deep  dive:  XML  Structured  Authoring  

Example  “The  Language  of  Content  Strategy  “  book  by  Scof  Abel  and  Rahel  Anne  Bailie  

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Deep  dive:  XML  Structured  Authoring  

Book  

Page 54: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Book  

Page 55: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Cards  

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Deep  dive:  XML  Structured  Authoring  

Website  hfp://thelanguageofcontentstrategy.com/  

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Deep  dive:  XML  Structured  Authoring  

oXygen  framework  hfps://github.com/oxygenxml/languageBook  Open  source,  Apache  2.0  license  

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Deep  dive:  XML  Structured  Authoring  

Book  layout  -­‐  chapter  

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Deep  dive:  XML  Structured  Authoring  

Book  layout  -­‐  topic  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Card  layout  

Page 61: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Full  layout  

Page 62: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

AcWons  and  editable  references  

Page 63: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Schematron  rules  

Page 64: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Review  and  change  tracking  

Page 65: Deep Dive: Structured XML Authoring with George Bina, oXygen XML Editor

Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

More  examples  •  If  we  have  Wme…  

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Copyright  @  Syncro  So<,  2014.  All  rights  reserved.  

Deep  dive:  XML  Structured  Authoring  

Thank  you!  QuesWons?  

George  Bina  [email protected]  @georgebina  hfp://www.oxygenxml.com  

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