Metadata: Why Should The Technical Communicator Care? Find Thy Content! ISTC Technical Communication UK Newcastle 4 October 2012 #tcuk
Nov 11, 2014
Metadata: Why Should The
Technical Communicator Care?
Find Thy Content!
ISTC Technical Communication UK Newcastle 4 October 2012
#tcuk
• Nolwenn KERZREHO
TECHNICAL COMMUNICATOR & KNOWLEDGE MANAGER
TEACHER CFTTR UNIVERSITY RENNES 2
CONSULTANT COMPONIZE SOFTWARE
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…
EASY TO FIND IN A CONTROLLED
ENVIRONMENT
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EASY TO FIND WHEN YOU KNOW IT WELL!
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BUT THERE ARE TOO MANY FISH (and
other things) OUT THERE…
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INFOBESITY?
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Metadata… Find thy content!
a. Infobesity…
b. Do you use metadata?
c. Make the metadata work for you!
d. Tips and good practices
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
You Use Metadata
You Use Metadata
You Use Metadata
You Use Metadata
MAKE THEM WORK FOR YOU!
Metadata
Topic-based, Structured
Documentation Topics Map (ToC) Document
•
<task/> <title/> <shortdesc/> <indexterm/> <taskbody/>
<prereq/> <step/> <step/>
<uicontrol/>
DITA uses metadata DITA Uses Data About Data
DITA Links Data
DITA Links Data
Phrases and variables reused
Images and icons
Segments injected during publishing (captions, links, signal words, …) +
Relationship table
Filters
DITA Uses Metadata
<author>Nolwenn Kerzreho</author>
<publisher>Ocean</publisher>
<status="new">
<vrm="ISBN CODE">
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
Structure The Information
Search in the work environments categories, keywords, version
Expose what’s here: faceted search
Link connected information: inheritance, status…
1
Manage The Documentation Library
Manage projects: % completed, author topics, reviewed topics…
Plan updates: creation information, review
Control the production: author, reviewer, translator…
2
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
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
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
GOOD PRACTICES.
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)?
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 ?
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?
IV. Let the Publishing Engine Do its Job
Sample for the Web
V. Don’t Panic!
Communicator… Metadata Champion!
Differentiation, categorisation, cataloguing:
• indexing
• terminology
• documentation information architecture
• online site architecture
• SEO and keywords maintenance
Questions?
www.componize.com
@componize
@nkerzreho
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