This project was started in 2011. Optimarin approached W2U and explained that they had a lot of Word documents and a high volume of the content was shared in all documents. But due to the nature of Word, they could not achieve any single sourcing. Optimarin thought that there must be single sourcing tools out there and searched the internet. Along came Madcap and the rest is history. Read the case study to see how Optimarin could still fulfill the need for individual manuals for each client without compromising the single sourcing concept of the project.
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1. Text here From Unstructured Word to Single Sourced Flare
Presented by Per Frederiksen, Owner of Write2Users
2. Speaker Bio Owner and founder of Write2Users (W2U) Technical
Writer since 1991 Localization Manager since 1997 Software trainer
since 1997 Webmaster from 2000 2009 Switched from Robohelp to Flare
in 2006 Certified Madcap Trainer and Consultant Highly Commended
Award in eHelp Online Help competition Runs the Technical
Communication Workshop worldwide with partner Mette Nyberg from
Schneider Electric, Denmark
3. Customer is Optimarin AS from Norway Pioneers in ballast
water systems for ships and vessels New rules require this type of
system onboard any vessel Each vessel has a customized system
onboard (components, dimensions, etc.) Each vessel has its own
unique manual Customer Case
4. Copy/paste is dead single sourcing rules Too many style and
table variants in Word source files Word graphics with callouts
require localization Very big matrix of sales options components,
suppliers, etc. Unique front page for each manual Requirement: One
target for all manuals Challenges
5. Overview Topic Word Flare Manuals (PDF) Now: 60 Soon: 200
Now: 60 Soon: 200 Online help None Soon available Tables Many
variants 4 table styles Styles 100+ 20-30 Single sourcing Text None
copy/paste Snippets, conditions, variables Images Common repository
Common repository Database None One Flare target and client
frontend
6. Word Import Mark up styles in Word print version Create new
stylesheet in Flare Test style mapping in Flare Word file cleanup
Test and re-test Word Import Import into Flare and cut cord to
Word
7. Flare Stylesheet Focus on PDF This is the primary output for
the customer. Notice that font sizes for h1, h2, etc. are in %.
Prepared for online The stylesheet is prepared for HTML5 output.
All other style sizes are relative to 11 pt.
8. Style Mapping Many style variations The Word file had many
style variations. Style mapping Numerous variations collapsed in
Flare and made style mapping possible.
9. Search and Replace Our recommendation Make the switch to
Flare as early as possible. You can stay in Word forever to prepare
for a clean Flare import. First steps Analyze the print version
armed with a highlight marker. Mark up all instances of recurring
replacement candidates. Examples: Heading numbering
Incorrect/Inconsistent use of styles Unwanted line and page breaks
Text inside images 1. Start with standard search/replace
operations. 2. Continue with search/replace based on regular
expressions The style attribute is redundant. Its part of the style
in Flare.
10. Regular Expressions Replacement candidates Word lists
(bullets/numbers) Table of Contents Heading numbering Remove Word
bookmarks this example Expresso Regular Expressions builder This
tool allows you test your regular expressions before launching
them.
11. Table Styles Many table variations We managed to boil it
down to four different table styles. Table styles Word has no table
styles, so they must be applied manually. Use Apply Style. Local
changes are defined in table stylesheet.
12. Snippets How it works Weve combined the invisible.css table
style with a snippet. Inserting the warnings Type the first letters
of the word to insert the snippet. Right-click and convert to text,
then edit the text.
13. Conditions - images Apply conditions directly in the topic
1. Right-click the image and select Conditions. 2. Apply the
relevant PICT_ condition. Images for conditions We are using four
images to show the images for the six sales versions. Six sales
versions BK FX FS Plus the above with Stripping
14. Conditions - text Apply conditions directly in the topic 1.
Select the relevant text. In this example, the FX column header is
selected. 2. Press CTRL+SHIFT+C and apply the relevant USE_
condition. Apply conditions to TOC items 1. Select the topic in the
TOC. 2. Press F4. 3. Click the Conditional Text tab. 4. Select the
relevant USE_ condition.
15. Front page Global and target- specific variables Link to:
cover.png Image is taken from repository of images and
copied/renamed at build time. Uses Page Layout - Cover
16. Front page Page Layout The break between body (1) and body
(2) controlled with a column break. Topic Cover.htm Preview of
print topic.
17. Database solution What we know The manual content is
determined by the sales options purchased There are many sales
options and many combinations Each manual is unique Each front page
is unique We must prepare for language versions Normal Flare use
would result in hundreds of targets What we want Optimarin users
can produce a manual based on the sales order Content must be
maintained in one Flare project Content and images must be
shown/hidden based on conditions A database solution which can
create specific manuals from one target and save produced targets
(for reuse)
18. Database solution Our solution 1. The user enters Flare
target settings and customer information in a client frontend. 2.
Customer/sales information is picked up from Dynamix and sent to
the database. 3. The database information is injected into the
target file. 4. The target file is built automatically and
notifications will be sent by e-mail.
19. HTML5 output The project is prepared for HTML5 output Not
the primary format for the end user (PDF) Very relevant for
internal use and technical support they will have access to the
entire documentation With minimal changes to the CSS and a new
master page, the HTML5 output is not far away
20. Lessons learned Process Conclusions Styles Create a new CSS
in Flare and profit from the hierarchical nature of stylesheets.
Also applies to well-structured Word files. Word cleanup Only clean
up obvious mistakes like incorrect styles in Word. The open nature
of Flare source files makes it easy to clean up code later on. Cut
the cord and dont go back! Regular Expressions Can be used for
advanced search/replace operations. Use tools like Notepad++,
TextPipe and Expresso. Single sourcing Its possible to go beyond
Flares native single sourcing capabilities. Used to minimize the
number of targets in this project. Conditions We were certain that
boolean operators could solve our challenge, but ended up with a
standard condition setup. Lesson learned remember to think in
alternatives.
21. More information? Questions? Thank you for your attention!
Web: www.write2users.com Phone: +45 53 55 31 40 Per Frederiksen
Thomas Bro- Rasmussen