Microsoft Word – TechCommGeekMom

Maybe I’m Amazed I met this Tech Comm legend…

Posted on June 1, 2013 by TechCommGeekMom

“Excuse me, Dr. Corfield, I’m tweeting this event for Adobe today. Would you happen to have a Twitter handle?”

With the apology that he hadn’t one, but that he did have a Facebook page, I had started a too-short yet lovely pre-event chat with Dr. Charles Corfield, the keynote speaker for the 2013 STC Summit’s Adobe Day. In my mind, being the inventor of Adobe Framemaker would easily qualify the tech comm pioneer for the Tech Comm Hall of Fame (if there was such a thing). For me, talking to Dr. Corfield was like talking to the Paul McCartney of tech comm (and that’s super high praise coming from a Macca fan like me!). Just as McCartney is unequivocally deemed as one of the early pioneers who revolutionized how we listen to rock music today, Corfield helped to revolutionize tech comm with his creation of Framemaker, and in the process, created what we know as a software standard for technical communication that still holds up today. I loved listening to Dr. Corfield’s soft-spoken, British accent as he chatted with me briefly about social media and about some of the things he was going to be talking about in his presentation. I was truly having a fangirl moment, and hopefully I kept my cool during the conversation. Awesome!

Dr. Corfield started his talk by presenting us with a history of how Framemaker came about. He explained that before Framemaker, computing was still fairly archaic, but workstation computers were starting to become more powerful. As a graduate student at Columbia, he was looking to create software that could take things a step beyond word processing, namely make software that could also create unified pagination and page layouts. Framemaker allowed page layouts and paginatable text to work in a symmetrical flow. The software targeted long documents and other paper output done by humans.

Dr. Corfield pointed out that the first content management problems started to occur as a result, and those issues included the need for internal references, such as footnotes, indexes, cross references, and markers. The power of Framemaker’s ability to create indices to update long documentation was–and still is–more powerful than Microsoft Word even today. He also added the ability to refer to external factors like external references and hypertext.

Framemaker created the ability to manage variants of a single document, leading to what we now think of as single source publishing. Variants would be such objects as variables, conditional text, frozen pagination and change-pages. This yielded a new dilemma. As Corfield posed it, do you send out fully changed documentation or only the pages that were changed, especially with super large documents? The problem would be that with big documents, people would say, “Well, what changed?” Corfield pointed out the Boeing 777 project in 1990s needed IMMENSE documentation, so they needed to use retrievable databases. The Boeing 777 project solution was to use SGML (the predecessor of HTML and XML). This project made it the first “web” delivery of documentation. The Boeing 777 project used Framemaker with SGML, using HTML, XML, DITA as well as “structure.” Framemaker provided a server-based generation of documentation.

Shifting his talk a bit, Dr. Corfield started to talk about Framemaker’s impact today. He pointed out that the original retina display was actually paper! Sophisticated layouts had to be used to maximize the user-experience. The computer came along later to expand on that concept. Displays started out with 72 dpi (dots per inch) displays, which led to crude layouts. Now, retina display is available at 300 dpi, but we need to re-learn what we did on paper yet also include dynamic content from high resolution video and images. Corfield pointed out that there has been a proliferation of platforms. We have desktop, laptops, smartphones, and tablets that use different platforms such as Unix, DOS, and MacOS (for PC and Mac products respectively) that need different outputs. Technical writing, therefore, is directly impacted by all the different displays and platforms in relation to document authoring. It is a requirement to produce structure and rich layouts for the output. Documentation needs to be able to support dynamic content (video, animation, etc.) and it needs to manage content for consumption on multiple platforms. The good news is that Framemaker can do all that! While there are other tools out there that can also deliver different kinds of output, many still struggle to manage and deliver to these needs the same way that Framemaker can now. Dr. Corfield is not part of Adobe anymore, nor is he part of today’s Framemaker product, but he seems happy with where the product has gone since he left it in Adobe’s hands.

(I should note, that while this was a talk sponsored by Adobe, this really wasn’t intended to be a big info-mercial for Framemaker, but rather something that puts the concept of tech comm software into perspective, and it happens to be the product of the sponsor.)

So, where does this tech comm legend think technology is going next? Corfield thinks that going forward, voice is going to have the biggest impact. He felt that screen real estate is full, and that much of the visual is about adding a new widget, then removing a widget. Voice, he continued, eliminates how keyboard shortcuts are remembered. How many keyboard shortcuts does the average user know? Touch screens are a slow way to perform data entry. The impact of voice will be the ability to use visual tips, and have voice act as a virtual keyboard. Voice will be impacting product documentation, allowing it to understand how existing workflows can be modified. Corfield’s prediction is that Framemaker, along with other software out on the market, will “assimilate” voice, just like everything else.

Since leaving Framemaker, Corfield has been working with a product called SayIt, using voice as part of workflow optimization, and emphasized that voice truly is the next big thing (you heard it here, folks!). When asked about the use of voice technology in practical office use, Corfield responded that push-to-talk technology helps prevent cross-talk in an office environment. He also pointed out that with voice, there are no ergonomic issues as there are with carpel tunnel syndrome using a mouse and keyboard. If anything, voice will be more helpful!

On that note, the presentation was over. The long and winding road had ended, but has lead to new doors to be opened. 😉

I really enjoyed listening to the history and the thought process behind Framemaker that Dr. Corfield presented. Everything he mentioned made total sense, and it’s to his credit that he had the foresight to think about the next steps in word processing to create a useful tool like Framemaker to help technical writers meet the needs of documentation in the digital age.

There is a certain aura around creative, imaginative and smart people who make huge differences in our lives, whether it’s in music like McCartney, or tech comm software like Corfield. You can’t help but be awed in their presence, and yet understand that they are generally humble people. When you have a chance to meet an individual like that, you want the opportunity to capture the moment–like have a picture of yourself and that person to prove that it happened. I was much too shy to ask Dr. Corfield for a photo with me to be honest. I felt awkward asking, so I didn’t. Heck, I felt awkward asking about his potential Twitter name! Even so, I’m glad I had the opportunity to meet him and hear him speak. He’s got my vote as a candidate for the Tech Comm Hall of Fame someday.

(And, Dr. Corfield, if you do ever read this, please feel free to correct anything written here or add any clarification or other commentary below!)

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Using the Cloud–The Real Deal.

Posted on October 1, 2012 by TechCommGeekMom

As a follow-up to my post about the scamming/hacking attack I had two weeks ago, this week I’m turning TechCommGeekMom.com over to a good friend of mine, Shay Shaked. We first met in grad school at NJIT as classmates, and have been friends ever since. Shay is more of a technology geek than even I am, so when my system got hacked two weeks ago by the phone scammers, he was one of the people who offered me some good advice and pointers along the way to my laptop recovery. I asked him if he would share some of the wisdom that he’s shared with me with my TechCommGeekMom readers, and he said, “Of course!” Here is TechCommGeekMom’s first guest post! It’s a little long, but I encourage you to read the entire thing– good stuff!

–TechCommGeekMom

Two weeks ago, TechCommGeekMom fell victim to the hands of a malicious scammer who managed to access her computer remotely by talking her into believing he was actually a Microsoft employee. The scammer was smart, confident, and very efficient. Reading through her post sent shivers down my spine (as a matter of fact, I am backing up my files as I’m writing this post) and made me realize that we are all vulnerable, especially these days, when technology is everywhere and computers have to be used on a daily basis.

TechCommGeekMom was able to recover rather quickly. The first thing she did was to share her experience with us, so we could all learn from what happened. She also shared a few tips about security of private information, and asked me if I would like to expand and talk in length in this post.

Today, security does not have to come at the price of convenience–quite the opposite. I have switched between four different computers in the last five years, and the transition to the cloud made each switch easy and painless. But the real benefit of cloud apps, I’ve discovered, is in added productivity. I am going to introduce some of the popular cloud services (and some less well-known ones) from the perspective of a paperless, digital person. I hope that when you’re done reading this post you will at least be convinced to give these apps a try, if you haven’t already.

Google Drive

Google Drive’s most important feature, in our case, is its ability to replace Microsoft Word, Excel, Powerpoint and even Access, for free. Throughout my time as a graduate student on a tight budget, I calculated I could do more than 90% of my work using Google Drive’s documents.

Google Documents now features two additional important features that makes it even more effective. It has an offline mode, which allows one to create and edit files even without internet connection. It also has a research pane which allows you to research your topic (via a search term on Google) from inside the document, and add whatever reference one may find directly into the document’s reference list in APA style.

Google gives users 5GB of free space to begin with, and documents created inside Google Drive do not take any room. This includes small pictures included in saved documents, such as background for presentations, mugshots, or logos. Additionally, Google Drive makes sharing or sending files to other people incredibly easy, even if they do not have a Google account! Documents can even be sent from within Google Drive as an attachment (.doc, .docx, .pdf and more) directly to an email address without downloading anything, so no obnoxious email attachment on your end.

Evernote

As great as Google Drive is, it is not the best place to upload files and scanned documents. Google Drive’s interface is still too clumsy to be used for organization, and I often need t search for what I need. For scanned documents and quick notes, I use Evernote.

In my opinion, Evernote is the best place for PDF files. Evernote’s excellent tagging system, flexible folders and powerful search (which can read texts from inside images) is exactly what’s missing from Google Drive’s system. I use it to save anything from receipts (using my phone to take snapshots) to a copy of my driver license (I will explain how I protect sensitive documents shortly). It is extremely easy to email documents directly from the app to someone’s email.

Evernote comes in a free version which allows users to upload up to 60MB per month, or a paid version that allows up to 1GB per month with many additional benefits. I have used the free version for a while and never ran out of space allowance.

Important information tip 1:

One of the best ways to protect your personal information is to keep it separate from your “public” information. It just so happens that Evernote and Google Drive create this separation for me automatically: anything that I need to share, publish, or have others edit and work on, is on Google Drive, while all my personal documents and more sensitive information is stored in Evernote. This means your personal files are stored under different username and a different password (because you do use different credentials for each website, right??)

Adobe Acrobat Reader

Adobe Reader is mentioned here because the newest versions come with a very simple, yet powerful feature: the ability to sign your name electronically directly into the PDF file. In the past, I had to download the PDF file, print it, sign it, scan it, and then send it back as an attachment. Not any more. Today I open my PDF file, sign my name, save it (to Evernote) and send it. Done.

Information tip 2:

When you’re not sure what kind of file to send your document in, use a PDF file. If you don’t know what Word version the HR department has, or you want to make sure your resume looks on their screen exactly the same way it looks on yours, send a PDF. PDF files also happen to be the easiest to open, encrypt (protect with a password) and are the industry standard for scanned papers and official documents online. Make sure you have the most recent version of Adobe Reader installed and save yourself the headache.

FoxyUtils

FoxyUtils is a website that does one important thing: it protects your PDF with a password. Upload a file to FoxyUtils, and choose to restrict the file from opening, printing, and copying its context to the computer’s clipboard (which means, no copy-pasting). FoxyUtils also allows users to split one multi-paged PDF into several PDF files, or do the opposite by combining several PDF files into one big PDF file.

Information tip 3:

I believe my personal information is safer inside a password protected PDF on a protected server in a locked building than it is in a drawer at my desk. If you’re serious about using the cloud to store your files and using PDFs, I recommend buying Adobe Acrobat (not just the free reader), which comes with additional features, most notably, better encryption. Keep in mind though that if you password protect your file, programs such as Evernote won’t be able to read its content and make it searchable, as it would with non-protected files.

Hardware – The Non-Cloud stuff for the Cloud

1 – Scanner

Most people would assume an external hard drive with good encryption is the best and safest way to store sensitive documents. In my opinion, that’s a bad mistake to make. The most important thing to consider about your information safety is a scanner.

If you don’t already have one, you can probably find an all-in-one printer (a printer, scanner fax and copier) for a price tag of less than $50. Most printers also ship with software that allows users to quickly convert scanned documents into PDFs, but even without such software, users can quickly upload a file into Google Drive and download it as a PDF if needed.

Information tip 4:

Why a scanner? Because prevention is the best form of protection. Your computer should never store your important documents, and an external hard drive with these documents available is nothing but an extension of your computer. You might as well just glue a glowing sticker to it saying, “My most important information is in here!” Remember, when you store sensitive documents on your computer you’re not only putting yourself at risk, but also others whose information is on these documents as well.

2 – The Backup External Hard Drive

The second device you want to have available is an external hard drive for backups. There are two very important rules when it comes to backup hard drives. First, don’t use the backup hard drive for anything else but backups. Second, don’t use the backup hard drive for anything else but backups.

Your external hard drive should be connected to your computer periodically to store files that are either in the cloud already, or on the way to get there. It is a secondary stop; it is an emergency storage in case you have no connection to the internet–like an airplane black box. And, it should be treated that way. Do not use this hard drive to store anything else under any circumstances.

Why am I so strict about this? Because the second you start using your backup hard drive to store music, movies and pictures, it is the second it ceases to be an “in case of emergency” black box and becomes an entertainment storage unit. Soon after, you will start to taking it to work, and your crucial information will be moving along with you in a storage unit that isn’t meant to handle traveling. You could actually severely damage your hard drive by shaking it too hard, not to mention, forgetting it or losing it. Leave it at home on your computer desk, where it belongs.

Information tip 5:

Not storing personal information on your computer means not storing it on your backup hard drive either. If you use a cloud service that downloads files into your computer (like Dropbox), do not use this cloud service for your sensitive information. Remember, your information is and more available on the cloud.

Information tip 6:

A couple of years ago someone came up with the genius invention: a USB drive. To this day, despite the millions of cloud services out there available, there is no more reliable and simple way to keep files you need. An 8GB USB drive is available today for less than $20 (and you can probably get one for less than $10 if you don’t need so much room). That size is enough to store about 2000 songs, or about 7 high-definition movies. Never store your sensitive information on a USB drive! If you need to send someone sensitive information, make sure it’s in encrypted PDF file, and send it directly from the cloud.

Private Information Hard Drive

No matter how secure the cloud is, some information is simply too private. In that situation, I suggest getting an additional, smaller hard drive that can be easily carried and encrypted. A good example for a hard drive for traveling is Western Digital My Passport line. These hard drives do not require a separate AC connection and built with less movable parts that can get damaged. They are also small and light enough to fit in your pocket. Do not mix this private information with your other personal information. Your driver license, passport and tax returns do not belong there.

Shredder

No home-office today is complete without a shredder. No matter how technology savvy and paperless person you are, chances are that some company (especially bank and utility companies) still insist on sending paper statements. These are dangerous and can lead to identity theft if not disposed of correctly. Do yourself a favor and spend the $30 or so on a simple shredder. Not only will you feel safer, you will also save room in your trash bin and become more recycle-friendly. Get rid of any copies of documents you have laying around. After all, a new copy can always be printed .

Some Final Words of Advice

These suggestions are probably not the only ones out there, but they are based on years of personal trial and error experience. Each one of the apps mentioned have many more features than what is covered in this post.

One area not mentioned as it would require a whole blog post to itself is smartphone security. Smartphones, if used correctly, can be an additional security measure and a crucial addition to cloud capabilities, especially if the goal is to go completely paperless. Investing in a smartphone doesn’t have to be expensive, and it can save users a lot of time and frustration.

Use your brain. Learn to create hard-to-guess passphrases, and remember to change them periodically. Most hackers out there still use brute-force methods to break passwords, which means they would use a software to guess any possible combination of letters and numbers until they get it right. If you use a 20-character passphrase, you are probably much safer than using a 4-digit pin number. Wipe out your computer regularly, and restore your files from your backups. This will not only make your computer safer, it would also keep it faster and free from malicious software. Protect your computer with a screensaver password, so every time you get up from your computer and leave it for more than 5 minutes, it would require a password to resume using it. Never store any passwords in your web browser–you would be shocked to know how accessible these passwords are. Create a guest account on your computer and log out of your account before handing it out to a friend, a coworker or your children–especially your children. Children are smarter than you think and they will snoop around, out of curiosity.

I hope this post was useful to you! If you have any questions, suggestions or any words of feedback, feel free to contact me at my blog, blog.shayshaked.com.

Shay Shaked is an aspiring teacher and educator, specializing in technology and special education. He is currently a teacher at the innovative New Shul School in NYC, and pursuing two Masters degrees, one at NJIT in Technical Communications, and the other at Touro College in Special Education. Shay is also a personal communication and health enthusiast, and blogs about these topics at his blog, blog.shayshaked.com, on Twitter as @blueeyednyc, and on Google Plus.

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Tools? We don’t need tools. (Or do we?)

Posted on March 21, 2012 by TechCommGeekMom

One of the things that is highly debatable in the tech comm world, as well as the e-learning and m-learning world, has to do with software. It’s always the eternal question.

WHAT’S THE BEST SOFTWARE TO USE?

I’m here to tell you….I have no idea.

Really.

I’m not joking.

One of the regrets I have about the Masters program in technical communications I’ve been in is that while we were introduced to several different types of software, most software applications used were either free or low cost, or we’d have to use the free trial version as quickly as possible, but they were not necessarily the industry standards employers use. If it weren’t for the fact that I would read industry magazines and look at plenty of “help wanted” ads, I wouldn’t have any idea what these software packages werethat many tech comm and e-learning professionals use. The arguments that my school made for not teaching us some of these software packages was a) it was too expensive, and b) upgrades on packages are made so often that they’d never be able to keep up with the constant upgrades. While I understand both arguments–and they are valid ones–I don’t agree that they are doing us any favors. I am taking classes through a technical institution, and it seems unfair that many types of similar or more expensive software packages are being purchased and licensed for the engineering students, but not for tech comm students. We can access MS Office products…and that’s about it. No Adobe. No MadCap. Nothing like that. And yet, that’s what prospective employers ask for–not only technical communication know-how, but experience using “X” software or something similar.

I know that it can be expensive, but it’s more expensive long-term not to help us learn the basics of these packages. I’ll use the example that I’ve mentioned to some most recently. The first version of MS Word that I ever used was the very first one–Word 1.0. Yes, it was a long time ago, and I know I’m old, thanks. But the point is, I haven’t taken a training session or class on how to use Word since learning that first version. I’ve just figured out the upgrades through trial and error, like most people, but I already understood the basic concepts. If I was taught from an “old” version of Flare, Robohelp, FrameMaker, etc. I’m sure that I would figure out the upgrade pretty quickly, since I already understand how the software program works generally. See my point? The software packages that I just listed, and more of them, are a technical communicator’s bread and butter. While exposure to using MS Office in a creative way, and using free products is good to understand concepts, it’s not what will help burgeoning technical communicators like myself find work. I can write storyboards, and I understand the basic principles of instructional design, but if I can’t use Captivate, Lectora or Articulate to expedite those things, then none of that matters unless there is an employer willing to either train me or let me figure out how the software works.

As I just mentioned, this applies to the e-learning and m-learning world too. If you don’t know how to use Captivate, Lectora, Articulate, or one of the other great instructional design software packages, you are up a creek. Add the mobile factor in it, and considering that not all software packages– for e-learning or tech comm– have kept up with the mobile revolution…it really makes things difficult, to say the least.

My main argument is that if you learn one package, more than likely you can figure out the others–there’s just a slight learning curve. Bringing back that MS Word example again, up until the time that I started using MS Word, I was a diehard WordPerfect user, and had used that for many, many years. (Okay, you can stop with the old jokes now!) Because I understood how to use WordPerfect, I understood how to do word processing, and it was just a matter of learning which types of buttons or commands were the same, and which ones were different. I haven’t used WordPerfect for many years, but I’d bet you that I could figure out whatever the latest version is, simple because I know how to use a word processor in general.

I’m not promoting any specific product here–I mean, I’m willing to learn any of them! Part of what holds me back is the cost. It’s expensive to try to buy these packages, even with my student discount when applicable. I was looking at one of these software packages just today, and for a single license it was $1000.00! Really? I supposed if I was in business for myself and I already knew the software, I could consider it an investment and make it a business write-off in my taxes the following year. But a thirty-day trial isn’t long enough in most cases, or they are limited as they will only allow you to use the product, but not save your work. Or, let’s say you have one of those thirty-day trials with full access, and you get hooked, but then you can’t afford the software. What good is any of that? You can see why this would be incredibly frustrating to a fledgling technical communicator.

So, if I am to learn any software products, and I can’t spend a fortune to buy all of them, which ones are the best to learn that would allow me to adapt to other software packages easily? Should I learn Flare, or should I learn Framemaker and Robohelp? Should I learn Captivate, Lectora or Articulate? These are all industry leaders. But for all I know, some other product might work better and be the best at teaching me how to be adaptable to all of these.

Any suggestions? Please comment!

This topic totally exhausts me.