bookmark_borderBig plans take time

I’m procrastinating.

I’ve reached a certain point in the work I’m doing that requires the completion of a very large planning spreadsheet. I’m currently looking at all of our content with a view to restructuring it to fit better with the way our customers work hopefully making it easier for people to browse the content.

I’m taking an organic approach for this first pass. Taking the chapters in each current guide and rather than forcing them into a pre-existing structure, I’m making an educated guess as to where they might live in the future. Once that is complete I’ll take the list of suggested locations, give them a quick sanity check and mockup some examples and take them to some of our customers.

This is all part of a move away from monolithic PDFs, towards a more focussed set of content that is available online. However, whilst we are concentrating the bulk of our thoughts and efforts on our HTML based “Knowledge Centre”, the need for PDFs remains and hopefully the new structure will help keep the set of published PDFs much leaner by splitting out only the information that people need to be published in that format.

At present it’s definitely one of those jobs that ‘just needs done’. It’s not hugely challenging, nor particularly enjoyable but such is life. The end goal will, hopefully, just the means and all that.

It’s still got a way to go before it best my ‘most boring job’ though. That one involved reformatting hundreds of single pages of content, all held in separate Word documents as part of a migration process from one tool to another. It only took a month or so…

bookmark_borderHacking Author-it Webhelp

Finding the right solution for a problem isn’t always easy but sometimes, if you are very lucky, the solution will fall straight into your lap. Such was the case with our switch to Author-it even though we didn’t fully realise it at the time.

I’ve covered our reasons for switching from FrameMaker to Author-it elsewhere, and once we had converted our content we started to look at how we could get the most from the other output formats available. We already had ideas on how we could use the provided HTML based publishing formats to provide a better solution to the problem of finding information, and we were planning on generate HTML versions of the entire documentation set to be hosted, and searchable, on our community website.

It was right about then that Author-it announced their new ‘Webhelp’ format which would include a (very) quick search in a nice modern looking format. Given that one issue we were addressing was how hard it is to search across multiple PDFs (which presumes the poor reader knows which PDF they should start with) it looked like an excellent solution.

And it is.

We now host a specific build of all of our content within our developer community (which is password protected I’m afraid so you’ll just have to trust me), which allows the developers, partners and customers, to search across everything we have. However we have had to customise the output a little to meet our needs, and this is where the hacking starts.
Continue reading “Hacking Author-it Webhelp”

bookmark_borderAnalyse this

Let me tell you a story. In it our hero (me) fights valiantly against two Javascript dragons called Webhelp and Google Analytics. It’s a bloody battle and at the end, when all the fighting is done, well … you’ll have to read on and find out.

Some background first.

We have a developer community website which hosts downloads of our software and all the documentation in PDF format. To make it easier for people to find information in the product documentation, we also host a Webhelp version of each and every document in one master Webhelp system so you can search across the entire thing. It works really well.

To track how the other areas of the website are used, we have a Google Analytics account and the necessary code has been added. For the Webhelp, the code is in both the index.htm and topic.htm files.

But, and this is where the story begins, it doesn’t work properly.

Google Analytics will happily track every visit to the WebHelp system, but it stops there. Any click made within the system is recorded as a click but there is no detail on WHAT topic was viewed. We had hoped to get stats on this to allow us to better focus on the areas of the product people were enquiring about but we are, essentially, blind.

It’s very annoying.

Why is this so? Well I think it’s to do with the way WebHelp is created. It uses a Javascript library called Ext JS which, amongst other things, means that every time you open a topic in the Webhelp, it’s loaded through a Javascript call so Google Analytics never ‘sees’ a new HTML page (a new topic) being loaded so doesn’t know what you are viewing.

I think. I’m not 100% sure to be honest.

I’ve logged a somewhat vague Support call with Author-it, and have enlisted the help of our own webmaster. Next step will be to beg and plead with some of the developers for some of their brain power (most of them have a fair bit to spare).

It’s hugely annoying, being so close to what we want but not able to fix it myself, but sometimes you just have to admit defeat.

Of the battle, that is. I WILL win the war!

bookmark_borderAccess is good

Access

Yesterday we launched a new version of our developer community website. It doesn’t have many ‘community’ features as yet but that’s all to come. One thing it does now have is an HTML version of all of our product documentation, in an easily searchable format.

It’s no coincidence that it looks very much like the Author-it Knowledge Center as it too was built using Author-it (alas I can’t show you our website as it requires a login).

This new format of the product documentation is largely to move us away from PDF only documentation. At present we still have a set of PDFs but they aren’t particularly usable.

We ran a few quiet trials of the knowledge centre format and everyone who saw it liked it, particularly the fact you can search across every piece of information offered.

So I was definitely pleased when, after sending out a company-wide announcement about the new version of the website, highlighting some of the new features, one of the first pieces of feedback I received was about the knowledge centre and how good it was. For the, as the kids say, win!

The knowledge centre will be updated on a regular basis, so my next challenge is to figure out a way to embed RSS notifications for new/updated topics. But so far so good, and with Google Analytics in place in the knowledge centre, we can continue to make improvements to both the information itself and in making sure it is accessible.

It’ll be interesting to see how the knowledge centre is used, particularly if we manage to track it against the number of incoming support calls as the main reason we are adopting this format of information is because, many times, the answers are there, they just weren’t that easy to find.

bookmark_borderDumping the manual

I honestly can’t remember the last time I picked up a user manual, an honest-to-god paper book of technical documentation. Actually that’s a lie, it was just last week when i was tidying up. I picked up several user manuals and moved them to a lower shelf on my bookcase.

It’s also been a long time since I last worked for a company that produce and printed user manuals but that’s more to do with my career path than any decisions I made within those companies.

Even now whilst we have a “documentation set” comprising several different user manuals, it’s published to PDF and made available as part of the product distribution (and also online).

So why do we still maintain this view of how information should be provided?

There is a level of comfort in having a table of contents and a structure to the information available when writing technical information. It allows you to make sure all the required information is in place, but most of the research I’ve read, and most of the anecdotal evidence I’ve heard, suggests that those lovingly created table of contents are not heavily used.

The index is another area, hell it’s another profession altogether, that we spend a lot of time crafting and rightly so as it is used by many people to navigate their way through a document.

But one thing that trumps both of these methods isn’t available in printed documents but is widely available for online information. Search.

OK, so none of what I’m saying is new, or revolutionary, far from it. Those of us who have been creating online help, regardless of the format (a lot of which was before the internet was popularised), know that if there is a search option available, it will be used.

With that in mind, and this is most definitely something we will be consulting with our users about, we are toying with the idea of dumping the index and the table of contents, making sure the content has a good set of internal reference links so users (power and novice alike) can find “paths” through the information, and switching the front page to be a Google-esque search.

Luckily we can pilot this approach whilst still producing the Javahelp, PDFs and HTML (Webhelp in Author-it terms) output so we don’t completely alienate our users. It’ll be interesting to see outcome.

bookmark_borderAuthor-it Web Help Configuration Wizard

For version 5.3, Author-it released new web help templates and having played with them a bit I have to say I like them. However I was struggling to see how to enable some of the options that you can see in the example Author-it provide, so off into the HTML and CSS files I headed to see if I could see anything useful in there.

And there is, several of the options are commented out in the HTML code and with a little bit of poking and prodding I got some of them to work. Pretty straightforward, if you know HTML and CSS that is.

But what if you don’t?

Well the good news is that the ever productive Hamish Blunck has created an Author-it Web Help Configuration Wizard which, in a few simple steps, will produce you a custom Web Help template. It really is very simple and works like a charm, it also uncovered a few options I hadn’t spotted in the code.

Thanks to Hamish for providing this to the Author-it community (he also hosts a search engine that polls the old Yahoo Group). Great stuff this, go and give it a shot.