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Designing technical documentation for tablets
                          Ellis Pratt | Director | Twitter @ellispratt | www.cherrylear.com | ellis@cherryleaf.com
Maxwell Hoffmann | Adobe Product Evangelist | Twitter @maxwellhoffmann | mhoffman@adobe.com




© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
About Adobe

   Founded in December 1982                                     74 Offices in 43 Countries
   $4.2 billion in revenue in FY2011                            Corporate Headquarters in
                                                                  San Jose, California
   More than 10,000 employees

   Adobe donates a minimum of 1%
     of net income to philanthropy

    We simplify complicated, inefficient, and expensive workflows.
    We enable more engaging, compelling content.
    We drive greater return from digital media and marketing investments.




© 2012 Adobe Systems Incorporated. All Rights Reserved.   2
About Maxwell Hoffmann

Maxwell Hoffmann
 Product Evangelist, Tech Comm Suite
 Former Product Manager and Sales Training Director
  for Frame Technology
 15 years in translation industry, working
  on “whatever documents walked through the door”
 Trained over 1,200 people in hands-on,
  scalable publishing solutions




© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   3
About our Guest Thought Leader

Ellis Pratt
 Director and co-owner of Cherryleaf
 Based close to London’s Heathrow Airport
 Working in Technical Communications since
  circa 1996(!)




© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.   4
Designing technical
  documentation
    for tablets
      Adobe Webinar
        Ellis Pratt
        Cherryleaf
What we’ll cover

1. About me
2. What makes tablet devices different?
3, 4 & 5. Three uses of tablets, from a
techcomms view
6. A SIMPLES strategy
1. About me
Director of Cherryleaf
UK technical writing services
company
My experience is of technical
communication in:
   •   UK and Europe
   •   IT & medical equipment           QuickTime™ and a
                                          decompressor
                                are needed to see this picture.




Workshops on writing for Web-
based apps, iPads & DITA
2. What makes tablet
  devices different?
What we’ll cover

The competitors
Why are tablets popular?
We need to abandon some assumptions
The competitors
Why a tablet?
Intuitive to use (almost)

Long battery life

Portability

Bring Your Own Device

Retina screen

Weight

Always on
We need to abandon
 some assumptions
The screen
“Retina” displays
Greater contrast on screens
Closer to paper than a
screen
Tablet screen sizes can
differ
Abandoning
              Assumptions

“The TOC must be on
the left”
“Scrolling vertically is
better”



                           Michael Campbell
Abandoning
                     Assumptions
“ As designers, we tend to think that people start at
the top left and just move left to right and down the
page.

But research shows that isn’t what happens.

People are attracted primarily to contrast, which is
one of the key visual principles that has been studied
by researchers again and again.

Contrast is created by differences in light and dark,
thick and thin, big and small.

For example, headings that are bolder than the text,     Karen Schriver
pictures that are big in relation to small pictures. ”
Can we use print
composition theories?




              Kress and Van Leeuven
We can do things
         differently
Some print composition
techniques now work on
screen
We can use a horizontal,
paper metaphor
Right-sided navigation is
now possible
We can do things
         differently

“Deep learning” on
screen is now possible
It’s haptic

Device can vibrate
Device can be aware of user’s
location
You can pinch and zoom to
view some content
Three uses of tablets,
from a techcomms view

Mobile apps
Mobile web
Mobile documents
3.Mobile apps
Smaller, more
        focused apps

Often familiar to user
Touch terminology
“First user” Help
App abandonment
Many used only 3-4
times
Help moves to the
product description
First user interaction
Help
Limited traditional
       online Help

Leave the app to read Help
Limited help “tools”
Advice from Apple
No settled standards
We need Help, but
  not as we know it

Flow-based User
Assistance
Flow-based User
        Assistance

Don’t break the user’s
flow
Guide and pre-empt
= Help is embedded in
the product
Flow-based User
         Assistance
Assistance is provided
in context
It’s aware of the user’s
situation
Can advise on a good
choice
Apple’s Help patent



April 2012
Apple’s Help “templates”


 Carousel view
 Shake to change
 3D Zoetrope
Gallery of Help
          examples




www.g2meyer.com/gallery/main.php?g2_itemId=5893
4. Mobile Web
Web-based apps

Usually requires a
connection to the internet
Can look like an app on
the desktop
Or accessed via the
browser
Web-based apps
You’ll still have:
   •   Retina screen
   •   Portrait and landscape
       mode
   •   Touch and haptic
       interactions
   when HTML5 is adopted
Web-based apps


You don’t need to learn
Objective C
So is there Help in
         Web-based apps?
  There is lots of Help,
(under different names)
 It is embedded in the
       applications




                           H/T Briana Wherry, Alfresco
Social Help
There is a social
element
   •   Co coaching
   •   Social proof




                      H/T Brian Wherry & Robert Cialdini
5. Mobile documents
Types of mobile
         documents
Electronic Flight Bag

Student text books

Magazines

Operations manuals
Two competing
     models
Format and content
                      Publishing
 are inseparable



Format and content     Technical
are separate issues   Publications
2 competing models


 “We’re about to usher in a
 golden age of PDFs on the
          iPad.”


                        Paul Ford @fttrain
                       via Karen McGrane
PDFs work well

Read in Adobe Reader
iBooks, etc
Can pinch and zoom
Large file size?
EPUB
Formatting can be an issue
Tables
Images
Videos must be .mp4 (mv4) format
EPUB in the future?
Embedded fonts
CSS3
Nested tables
Boxed elements
SVG graphics
Text popups
Fixed layouts
HTML5


You can save pages offline
in theory
What about mediums for
 structured content?


 HTML5 may be your
 best bet
6. A SIMPLES
   strategy
A SIMPLES strategy
Scaleable (to different sizes)
Intuitive to the user
Mobile-friendly
Platform-agnostic
Legalese (right for the platform)
Engaging (to the user)
Single sourced (re-usable,
extensible content)                 H/T Keren Okman, SAP
Summary
Plus ça change
(plus c'est la même chose)?
User Assistance will still be there, but in
different places
We’ll need to deliver content on different
devices, in different formats
We’ll be using some new (old) design
metaphors
Help Authoring tools and HTML5 will solve a
lot of the problems we see today
Blatant plugs


Q4 Workshops on writing for Web-based apps,
iPads & DITA
Free monthly newsletter
Cherryleaf.com/blog
For more information

    ellis@cherryleaf.com
Questions?
End


(c) Cherryleaf 2012
Upcoming Adobe TechComm Webinars

       Content Scenarios for Exploring New Information Products, Joe Gollner, 27 June
       Find Out How to Write XSLT Statements for XML to XML Transformations in a 5-part eSeminars
        Series, 28 June to 19 July, Tom Aldous
       Expand Your Content Reuse Potential through Indirect Addressing: Using @keys-based
        Referencing in DITA 1.2 – Nancy Harrison, 11 July
       Are You Tempted to Use a Template to Expedite Policies & Procedure Development?
        Raymond Urgo – 12 July
       Are you struggling to create long, complex documents with Microsoft Word? There is a much
        easier way! – Tom Aldous, 13 July
       Part II: Creating an Accessible Layout – Tips to make documents more accessible (structure,
        colors, fonts, more) – Char James-Tanney, 17 July,
       Part III: Developing Accessible Content – Tips on grammar, paragraph, and sentence length,
        alternate text, and more – Char James-Tanney, 31 July

      Calendar of upcoming eSeminars: http://adobe.ly/xdzOYa

© 2012 Adobe Systems Incorporated. All Rights Reserved.   55
Questions and Answers




© 2012 Adobe Systems Incorporated. All Rights Reserved.   56
Contact Information

 Information
 Ellis Pratt                                                            Blog       Cherryleaf.com/blog
 Cherryleaf                                                             Twitter    http://twitter.com/ellispratt
                                                                        Email      ellis@cherryleaf.com
                                                                        Web        http://cherryleaf.com
 Maxwell Hoffmann                                                       Blog       blogs.adobe.com/techcomm
 Adobe Systems, Inc.                                                    Blog       blogs.adobe.com/mbhoffmann
 Product Evangelist                                                     Twitter    twitter.com/maxwellhoffmann
                                                                        Email                n
                                                                                   mhoffma @adobe.com
                                                                        Web        www.adobe.com
                                                                        LinkedIn   www.linkedin.com/in/maxwellhoffmann
                                                                        Facebook   maxwell.hoffmann1
                                                                        Facebook   As Adobe Technical Communication Professionals Group


   Calendar of upcoming eSeminars: http://adobe.ly/xdzOYa
     Previously recorded eSeminars: http://adobe.ly/qo3pzc


© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.          57

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Designing technical documentation for tablets

  • 1. Designing technical documentation for tablets Ellis Pratt | Director | Twitter @ellispratt | www.cherrylear.com | ellis@cherryleaf.com Maxwell Hoffmann | Adobe Product Evangelist | Twitter @maxwellhoffmann | mhoffman@adobe.com © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 2. About Adobe  Founded in December 1982  74 Offices in 43 Countries  $4.2 billion in revenue in FY2011  Corporate Headquarters in San Jose, California  More than 10,000 employees  Adobe donates a minimum of 1% of net income to philanthropy We simplify complicated, inefficient, and expensive workflows. We enable more engaging, compelling content. We drive greater return from digital media and marketing investments. © 2012 Adobe Systems Incorporated. All Rights Reserved. 2
  • 3. About Maxwell Hoffmann Maxwell Hoffmann  Product Evangelist, Tech Comm Suite  Former Product Manager and Sales Training Director for Frame Technology  15 years in translation industry, working on “whatever documents walked through the door”  Trained over 1,200 people in hands-on, scalable publishing solutions © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 3
  • 4. About our Guest Thought Leader Ellis Pratt  Director and co-owner of Cherryleaf  Based close to London’s Heathrow Airport  Working in Technical Communications since circa 1996(!) © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 4
  • 5. Designing technical documentation for tablets Adobe Webinar Ellis Pratt Cherryleaf
  • 6. What we’ll cover 1. About me 2. What makes tablet devices different? 3, 4 & 5. Three uses of tablets, from a techcomms view 6. A SIMPLES strategy
  • 8. Director of Cherryleaf UK technical writing services company My experience is of technical communication in: • UK and Europe • IT & medical equipment QuickTime™ and a decompressor are needed to see this picture. Workshops on writing for Web- based apps, iPads & DITA
  • 9. 2. What makes tablet devices different?
  • 10. What we’ll cover The competitors Why are tablets popular? We need to abandon some assumptions
  • 12. Why a tablet? Intuitive to use (almost) Long battery life Portability Bring Your Own Device Retina screen Weight Always on
  • 13. We need to abandon some assumptions
  • 14. The screen “Retina” displays Greater contrast on screens Closer to paper than a screen Tablet screen sizes can differ
  • 15. Abandoning Assumptions “The TOC must be on the left” “Scrolling vertically is better” Michael Campbell
  • 16. Abandoning Assumptions “ As designers, we tend to think that people start at the top left and just move left to right and down the page. But research shows that isn’t what happens. People are attracted primarily to contrast, which is one of the key visual principles that has been studied by researchers again and again. Contrast is created by differences in light and dark, thick and thin, big and small. For example, headings that are bolder than the text, Karen Schriver pictures that are big in relation to small pictures. ”
  • 17. Can we use print composition theories? Kress and Van Leeuven
  • 18. We can do things differently Some print composition techniques now work on screen We can use a horizontal, paper metaphor Right-sided navigation is now possible
  • 19. We can do things differently “Deep learning” on screen is now possible
  • 20. It’s haptic Device can vibrate Device can be aware of user’s location You can pinch and zoom to view some content
  • 21. Three uses of tablets, from a techcomms view Mobile apps Mobile web Mobile documents
  • 23. Smaller, more focused apps Often familiar to user Touch terminology “First user” Help
  • 24. App abandonment Many used only 3-4 times Help moves to the product description First user interaction Help
  • 25. Limited traditional online Help Leave the app to read Help Limited help “tools” Advice from Apple No settled standards
  • 26. We need Help, but not as we know it Flow-based User Assistance
  • 27. Flow-based User Assistance Don’t break the user’s flow Guide and pre-empt = Help is embedded in the product
  • 28. Flow-based User Assistance Assistance is provided in context It’s aware of the user’s situation Can advise on a good choice
  • 30. Apple’s Help “templates” Carousel view Shake to change 3D Zoetrope
  • 31. Gallery of Help examples www.g2meyer.com/gallery/main.php?g2_itemId=5893
  • 33. Web-based apps Usually requires a connection to the internet Can look like an app on the desktop Or accessed via the browser
  • 34. Web-based apps You’ll still have: • Retina screen • Portrait and landscape mode • Touch and haptic interactions when HTML5 is adopted
  • 35. Web-based apps You don’t need to learn Objective C
  • 36. So is there Help in Web-based apps? There is lots of Help, (under different names) It is embedded in the applications H/T Briana Wherry, Alfresco
  • 37. Social Help There is a social element • Co coaching • Social proof H/T Brian Wherry & Robert Cialdini
  • 39. Types of mobile documents Electronic Flight Bag Student text books Magazines Operations manuals
  • 40. Two competing models Format and content Publishing are inseparable Format and content Technical are separate issues Publications
  • 41. 2 competing models “We’re about to usher in a golden age of PDFs on the iPad.” Paul Ford @fttrain via Karen McGrane
  • 42. PDFs work well Read in Adobe Reader iBooks, etc Can pinch and zoom Large file size?
  • 43. EPUB Formatting can be an issue Tables Images Videos must be .mp4 (mv4) format
  • 44. EPUB in the future? Embedded fonts CSS3 Nested tables Boxed elements SVG graphics Text popups Fixed layouts
  • 45. HTML5 You can save pages offline in theory
  • 46. What about mediums for structured content? HTML5 may be your best bet
  • 47. 6. A SIMPLES strategy
  • 48. A SIMPLES strategy Scaleable (to different sizes) Intuitive to the user Mobile-friendly Platform-agnostic Legalese (right for the platform) Engaging (to the user) Single sourced (re-usable, extensible content) H/T Keren Okman, SAP
  • 50. Plus ça change (plus c'est la même chose)? User Assistance will still be there, but in different places We’ll need to deliver content on different devices, in different formats We’ll be using some new (old) design metaphors Help Authoring tools and HTML5 will solve a lot of the problems we see today
  • 51. Blatant plugs Q4 Workshops on writing for Web-based apps, iPads & DITA Free monthly newsletter Cherryleaf.com/blog
  • 52. For more information ellis@cherryleaf.com
  • 55. Upcoming Adobe TechComm Webinars  Content Scenarios for Exploring New Information Products, Joe Gollner, 27 June  Find Out How to Write XSLT Statements for XML to XML Transformations in a 5-part eSeminars Series, 28 June to 19 July, Tom Aldous  Expand Your Content Reuse Potential through Indirect Addressing: Using @keys-based Referencing in DITA 1.2 – Nancy Harrison, 11 July  Are You Tempted to Use a Template to Expedite Policies & Procedure Development? Raymond Urgo – 12 July  Are you struggling to create long, complex documents with Microsoft Word? There is a much easier way! – Tom Aldous, 13 July  Part II: Creating an Accessible Layout – Tips to make documents more accessible (structure, colors, fonts, more) – Char James-Tanney, 17 July,  Part III: Developing Accessible Content – Tips on grammar, paragraph, and sentence length, alternate text, and more – Char James-Tanney, 31 July Calendar of upcoming eSeminars: http://adobe.ly/xdzOYa © 2012 Adobe Systems Incorporated. All Rights Reserved. 55
  • 56. Questions and Answers © 2012 Adobe Systems Incorporated. All Rights Reserved. 56
  • 57. Contact Information Information Ellis Pratt Blog Cherryleaf.com/blog Cherryleaf Twitter http://twitter.com/ellispratt Email ellis@cherryleaf.com Web http://cherryleaf.com Maxwell Hoffmann Blog blogs.adobe.com/techcomm Adobe Systems, Inc. Blog blogs.adobe.com/mbhoffmann Product Evangelist Twitter twitter.com/maxwellhoffmann Email n mhoffma @adobe.com Web www.adobe.com LinkedIn www.linkedin.com/in/maxwellhoffmann Facebook maxwell.hoffmann1 Facebook As Adobe Technical Communication Professionals Group Calendar of upcoming eSeminars: http://adobe.ly/xdzOYa Previously recorded eSeminars: http://adobe.ly/qo3pzc © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 57