TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

33
Metadata: Why Should The Technical Communicator Care? Find Thy Content! ISTC Technical Communication UK Newcastle 4 October 2012 #tcuk

description

TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Transcript of TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Page 1: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Metadata: Why Should The

Technical Communicator Care?

Find Thy Content!

ISTC Technical Communication UK Newcastle 4 October 2012

#tcuk

Page 2: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

• Nolwenn KERZREHO

TECHNICAL COMMUNICATOR & KNOWLEDGE MANAGER

TEACHER CFTTR UNIVERSITY RENNES 2

CONSULTANT COMPONIZE SOFTWARE

Page 3: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

The pit… catch

Marlin is the proud and worried father of Nemo.

When Nemo is captured Marlin tries desperately to find him in the vast ocean…

Page 4: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

EASY TO FIND IN A CONTROLLED

ENVIRONMENT

©D

isn

ey E

ntr

epri

ses,

Inc/

Pix

ar A

nim

atio

n S

tud

ios

Page 5: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

EASY TO FIND WHEN YOU KNOW IT WELL!

©D

isn

ey E

ntr

epri

ses,

Inc/

Pix

ar A

nim

atio

n S

tud

ios

Page 6: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

BUT THERE ARE TOO MANY FISH (and

other things) OUT THERE…

©D

isn

ey E

ntr

epri

ses,

Inc/

Pix

ar A

nim

atio

n S

tud

ios

Page 7: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

INFOBESITY?

©D

isn

ey E

ntr

epri

ses,

Inc/

Pix

ar A

nim

atio

n S

tud

ios

Page 8: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Metadata… Find thy content!

a. Infobesity…

b. Do you use metadata?

c. Make the metadata work for you!

d. Tips and good practices

Page 9: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

You Use Metadata

Searching in web sites with keywords

Authors & Company name in PDFs and MS Word files

Filtering a product in an online store

Page 10: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

You Use Metadata

Page 11: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

You Use Metadata

Page 12: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

You Use Metadata

Page 13: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

You Use Metadata

Page 14: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

MAKE THEM WORK FOR YOU!

Metadata

Page 15: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Topic-based, Structured

Documentation Topics Map (ToC) Document

Page 16: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

<task/> <title/> <shortdesc/> <indexterm/> <taskbody/>

<prereq/> <step/> <step/>

<uicontrol/>

DITA uses metadata DITA Uses Data About Data

Page 17: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

DITA Links Data

Page 18: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

DITA Links Data

Phrases and variables reused

Images and icons

Segments injected during publishing (captions, links, signal words, …) +

Relationship table

Filters

Page 19: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

DITA Uses Metadata

<author>Nolwenn Kerzreho</author>

<publisher>Ocean</publisher>

<status="new">

<vrm="ISBN CODE">

Page 20: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

What Can Metadata DO with DITA?

Help you manage content – status, keywords, author, reviewer, proprietor

Create conditional publications – conditional publishing (audience, product,

platform…)

Communicate with translators – Translation=no, commenting, language…

Describe linked information – parents, children, peers… in context

Page 21: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Structure The Information

Search in the work environments categories, keywords, version

Expose what’s here: faceted search

Link connected information: inheritance, status…

1

Page 22: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Manage The Documentation Library

Manage projects: % completed, author topics, reviewed topics…

Plan updates: creation information, review

Control the production: author, reviewer, translator…

2

Page 23: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Adapt the Publications

Reuse fragments, variables and media resources

Create conditional publications:

audience = novice

Translate and send for translation (language, indexing, reading direction)

xml:lang = ja-jp

Control links: inbound and outbound

linking = target only

3

Page 24: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

AND, on The Machine Side…

Automate processes in the various environments (action on metadata)

Optimize the research and discovery of elements, the reuse, the consistency, the usability.

4

Page 25: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Wrapping Up…

TC should care about metadata because?

• They shape your work environment

• They help users access the right information

• They enable better control on content in the development team

• They interface with machines

Page 26: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

GOOD PRACTICES.

Page 27: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

I. Check the Environments

Is the metadata enough outside of your working environments?

> Are the metadata enough in and out of context: included metadata?

> Are the metadata transparent on the final formats (Web example)?

Page 28: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

II. Define Your Style Guide and Process

Choose the metadata to use…

Choose your values

– Keywords, versioning…

Adapt your methods

– What is the impact when using New or Changed ?

Page 29: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

III. Structure the Information

Think BIG…

What is the real scope of the information in the document library? Today? Tomorrow?

What is the library scope?

Do you need in-house metadata?

Page 30: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

IV. Let the Publishing Engine Do its Job

Sample for the Web

Page 31: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

V. Don’t Panic!

Page 32: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Communicator… Metadata Champion!

Differentiation, categorisation, cataloguing:

• indexing

• terminology

• documentation information architecture

• online site architecture

• SEO and keywords maintenance

Page 33: TCUK 2012, Nolwenn Kerzreho, Metadata: Why Should Technical Communicators Care?

Questions?

[email protected]

www.componize.com

@componize

@nkerzreho

©D

isn

ey E

ntr

epri

ses,

Inc/

Pix

ar A

nim

atio

n S

tud

ios