Overcoming Design Challenges in HAT-Based Multichannel Publishing

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Presented by Neil Perlin Considering converting your help authoring tool (HAT) output to mobile but not sure what you’re getting into? Recent releases of HATs like Flare and RoboHelp can output to multiple channels such as ebooks, web apps, HTML5, even native apps. Mechanically, it’s surprisingly simple. It’s in the interface design and information design that things can get messy. Come to this session to learn about how. We’ll cover: The types of mobile supported by HATs and how to define your mobile needs Interface differences between online help and mobile What help authoring tool features work, may work, and won’t work in mobile outputs

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Design Challenges In HAT-Based

Multichannel Publishing

Who Am I?

Neil Perlin - Hyper/Word Services.

– Internationally recognized content creation and

delivery consultant.

– Help clients create effective, efficient, flexible

content in anything from print to mobile.

– Working with mobile since Windows CE and

WML/WAP c. 1998

– Certified – Viziapps, Flare, Mimic, RoboHelp.

The Issues

Should tech comm get involved in mobile?

– If we don’t, someone else will.

…how?

– By converting HAT-based help to mobile.

– By getting into “real” mobile.

What to expect when we single source our

content to “mobile”?

– The focus of this presentation…

First, Some

Mobile Basics

A Note About Terminology

Terminology affects your choice of hard-

ware and software.

Terminology mixups…

– Like not being clear re WebHelp vs. Web Help

or HTML help vs. HTML Help.

… can spell trouble.

– Like buying the wrong tool or hiring the wrong

developer.

Terminology – eBooks

Electronic books a

la Kindle, Nook.

– Largely linear format

and design.

– Generally sit on the

reader device.

– Good for stable,

linear material.

– Largely the focus of tech comm now, in my

experience.

Terminology – Apps

Applications for mobile devices.

– Highly focused – “micro-tasking” – compared

to PC-style applications.

– Native – Follow a platform standard, easily run

on-device resources.

– Web – (“Mobile web”) Run in browser on any

device, can’t easily run on-device resources,

may be mobile-optimized – e.g. WebHelp vs.

WebHelp Mobile.

– Hybrid – Combine native and web, HTML5.

Apps and Tech Comm

Little app dev from tech comm so far, in

my experience, for several reasons.

– “Mobile” is still new in the tech comm world

and companies aren’t sure of the need yet.

» And we don’t think of tech comm as creating apps.

– Going mobile required programming tools and

skills until HATs added mobile output.

Yet apps can be function- or content-

centric.

Function-Centric Apps

Differ from “normal” tech

comm…

Sometimes weirdly so…

Content-Centric Apps

But this is tech comm.

We can create these.

What About Authoring Tools?

Depends what “mobile” you want:

– eBooks – ePub, using RoboHelp 8+, Flare 8+.

– Web apps (general) – Any HAT that outputs

browser-based help like WebHelp or HTML5.

– Web apps (mobile-optimized) – Flare 6+, “mo-

bilizers” like Duda or Mobify, ViziApps.

– Native apps – RoboHelp 10+, GUI app dev

tools like ViziApps, iBuildApp, appmakr, etc.

– Hybrid apps – GUI app dev tools, HATs

eventually via HTML5.

Why Author Using a HAT?

Why?

– If you know the tool, you only have to learn a

few new features.

– Keep you out of the code.

– Set technical boundaries for you.

Why not?

– HAT won’t offer the features you expect in a

function-centric app.

– Possible code bloat.

Help vs. Mobile –

Screen and Content

Design Challenges

and Suggestions

Screen Design – Orientation

Landscape in help, portrait

(typically) in apps.

Orientation (cont’d)

Consider the effect of

screen rotation on an

app in a portrait mode

screen, like this one:

Can you force screen

rotation to off?

Control Position

Usually at top and left in help…

Control Position

But at the bottom in apps – less tap risk…

An Emerging HAT Approach

“Responsive-design” – device-agnosticism.

New releases of HATs support this.

For example,

from

RoboHelp 11.

Content Design – Text-Heaviness

Help usually text-heavy, apps not.

Text-Heaviness

Though there are exceptions, sort of…

Text-Heaviness Suggestion

Cut down text – not fat but real text – to

the bare bones.

A less extreme version of this, perhaps…

More Content Design Issues

Images may be too wide for phone screens.

– Can size them dynamically to fit by setting the

width to % and height to auto (if available).

– But are they still legible?

– If not, can you conditionalize them out?

– If you do, does that affect the contents?

– May call for greater granularity of content…

– And need a CMS to deal with the greater # of

content chunks even if traditional help did not.

More…

Ditto wide or “complex” tables.

Consider SWFs.

– Won’t run on iOS – must be MP4 or HTML5.

– Are text captions legible or must you replace

them with audio, which means creating 2+

versions of each movie.

– What happens to interactivity in a mouseless

world?

Still More…

Consider platform differences for feature

support and need to rework material.

– Minimal table support in ebook formats.

– Lack of support for Word bullets in KDP even

though Createspace supports them.

– Many more, no doubt…

“Invisible” problems like tables, graphics,

SWFs, popups, etc., embedded in snippets.

Popup links that convert to jumps.

And Still More…

Features with no equivalent controls in

mobile, like Flare togglers.

Graphics management may have to change

as graphics get stored in the cloud, perhaps

using Amazon S3.

An Interesting Side Note

You can mobile-optimize a regular site via

tools like Mobify (www.mobify.com) or

Duda (http://www.dudamobile.com/)

Creates a web app.

For example…

Web Apps – Creation

Here’s my regular site from Jan. 2013.

Web Apps – Creation

Same web site on an

iPhone 5…

– Works fine via scrolling,

pinch and zoom

– But hard to use.

Web Apps – Creation

Same site partly mobile-

optimized via DudaMobile.

– Aesthetics need work but now

a much better mobile site.

– Still a web site – e.g. a web

app.

– NOT a native app.

– $9/month for hosting.

– But…

Web Apps – Creation

The web and mobile versions don’t match.

I created the mobile version by hand.

Because the original site was never meant

to be mobilized; the result showed it.

Lesson – expect to redesign your content

before you can multichannel publish it

effectively.

A Design Tool

Here’s what you have to

work with.

Where does your thumb go?

What can you reach? What

do you obscure?

– If you’re a righty?

– A lefty?

Design Conclusions

Help converted to mobile won’t look like

Fruit Ninja.

If you’re single sourcing a help project to

mobile, plan for mobile before starting the

project.

– Consider user expectations when you tell them

you’re creating an app for them.

More involved here than just outputting a

help project to “mobile”.

Summary

Lots of new technical, design, and output

options to balance.

– Define your terms, platforms and differences.

It sounds daunting, but so did the move by

tech comm to online help and the web in

the ‘90s and still today.

We met those challenges – time to do so

again.

Hyper/Word Services Offers…

Training • Consulting • Development

Flare • Flare CSS • Flare Single Sourcing

RoboHelp • RoboHelp CSS • RoboHelp

HTML5

ViziApps

Single sourcing • Structured authoring

Thank you... Questions?

978-657-5464

nperlin@nperlin.cnc.net

www.hyperword.com

Twitter: NeilEric

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