cdesktopenv/cde/doc/C/guides/helpGuide/ch01.sgm

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<!-- $XConsortium: ch01.sgm /main/12 1996/10/22 12:20:04 rws $ -->
<!-- (c) Copyright 1995 Digital Equipment Corporation. -->
<!-- (c) Copyright 1995 Hewlett-Packard Company. -->
<!-- (c) Copyright 1995 International Business Machines Corp. -->
<!-- (c) Copyright 1995 Sun Microsystems, Inc. -->
<!-- (c) Copyright 1995 Novell, Inc. -->
<!-- (c) Copyright 1995 FUJITSU LIMITED. -->
<!-- (c) Copyright 1995 Hitachi. -->
<chapter id="HRDC.Intro.div.1">
<title id="HRDC.Intro.mkr.1">Introducing the Help System</title>
<para>This chapter introduces the Help System and briefly describes the user
interface. It shows how help information is organized, outlines how to create
and process help modules, and discusses the collaborative role of authors
and developers in the design and creation of application help.</para>
<informaltable id="HRDC.Intro.itbl.1" frame="All">
<tgroup cols="1">
<colspec colname="1" colwidth="4.0 in">
<tbody>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Developer's Toolkit2'--><xref role="JumpText"
linkend="HRDC.Intro.mkr.3"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Overview of Online Help2'--><xref
role="JumpText" linkend="HRDC.Intro.mkr.4"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Help Information Model3'--><xref
role="JumpText" linkend="HRDC.Intro.mkr.5"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Help User Interface5'--><xref role="JumpText"
linkend="HRDC.Intro.mkr.7"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Help Topic Organization11'--><xref
role="JumpText" linkend="HRDC.Intro.mkr.14"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'The Author's Job14'--><xref role="JumpText"
linkend="HRDC.Intro.mkr.18"></para></entry></row>
<row rowsep="1">
<entry><para><!--Original XRef content: 'Programmer's Job19'--><xref role="JumpText"
linkend="HRDC.Intro.mkr.27"></para></entry></row></tbody></tgroup></informaltable>
<para><indexterm><primary>introduction to Help System</primary></indexterm><indexterm>
<primary>CDE Help System, introduction to</primary></indexterm></para>
<sect1 id="HRDC.Intro.div.2">
<title id="HRDC.Intro.mkr.2">Introduction to the Help System</title>
<para>The Help System provides a complete set of tools to develop online help
for application software. It enables authors to write online help that includes
graphics and text formatting, hyperlinks, and communication with the application.
</para>
<para>The Help System also provides a programmer's toolkit for integrating
online help into an application. The Help System application program interface
supplies two specialized help dialogs and supporting routines that are used
to display, navigate, search, and print online help modules.</para>
<sect2 id="HRDC.Intro.div.3">
<title id="HRDC.Intro.mkr.3">Developer's Toolkit</title>
<para>The Help System Developer's Toolkit contains tools to write, process,
and view online help and contains an application programming library.</para>
<sect3 id="HRDC.Intro.div.4">
<title>For Authors</title>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>DocBook markup language</emphasis> &mdash;a set of tags used in text files to mark organization and
content of your online help.</para>
</listitem><listitem><para><emphasis>DocBook software</emphasis>&mdash;a set
of software tools for converting the DocBook files you write into run-time
help files.</para>
</listitem><listitem><para><emphasis>Helpview application</emphasis>&mdash;a
viewer program for displaying your online help so you can read and interact
with it just as your audience will.</para>
</listitem></itemizedlist>
<para>Refer to <!--Original XRef content: 'Chapter&numsp;2, &ldquo;Organizing
and Writing a Help Volume'--><xref role="ChapNumAndTitle" linkend="HRDC.OrgH.mkr.1">,
to learn more about creating and processing online help.</para>
<sect4 id="HRDC.Intro.div.5">
<title>For Application Developers</title>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>DtHelp programming
library</emphasis>&mdash;an application program interface (API) for integrating
help windows into your application.</para>
</listitem><listitem><para><emphasis>A sample program</emphasis>&mdash;a simple
example that shows how to integrate the Help System into a Motif application
(see <!--Original XRef content: 'page&numsp;19'--><xref role="PageNum" linkend="HRDC.Intro.mkr.28">).
</para>
</listitem></itemizedlist>
<para>Chapters 9 through 13 discuss the application programming library.</para>
</sect4>
</sect3>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.6">
<title id="HRDC.Intro.mkr.4">Overview of Online Help</title>
<para>It's virtually impossible&mdash;and certainly impractical&mdash;for
anyone to learn and remember <emphasis>everything</emphasis> there is to
know about the computer hardware and software they use to do their job. Nearly
every computer user needs help at one time or another.</para>
<para>Online help, unlike a printed manual, has the power of the computer
at its disposal. Most importantly, this power makes it possible to adapt
the information to the user's current context. <emphasis>Context-sensitive</emphasis> help provides just enough help to get the user back on task. In
developing your online help, remember that users need different types of help
at different times. By anticipating users' questions, you can design your
application help to respond in a logical and intuitive manner.</para>
</sect1>
<sect1 id="HRDC.Intro.div.7">
<title id="HRDC.Intro.mkr.5">Help Information Model<indexterm><primary>information model, help</primary></indexterm><indexterm><primary>model, help
information</primary></indexterm></title>
<para>There are two general styles of online help:</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>Application help</emphasis>,
whose primary role is to be an integrated part of a Motif application.<indexterm>
<primary>Motif</primary></indexterm><indexterm><primary>Motif</primary>
</indexterm></para>
</listitem><listitem><para><emphasis>Standalone help</emphasis>, whose primary
role is to provide online access to task, reference, or tutorial information,
independent of any application software.<indexterm><primary>standalone help</primary></indexterm></para>
</listitem></itemizedlist>
<para>If you are developing online help for an application, you may choose
to organize the information exclusively for access within the application.
Or, you may design the information such that it can be browsed without the
application present, as in standalone help.</para>
<sect2 id="HRDC.Intro.div.8">
<title>Part of the Application</title>
<para>Help promotes a high degree of integration between the application and
its online help. From the user's perspective, the help is part of the application.
This approach minimizes the perceived &ldquo;distance&rdquo; away from the
application that the user must travel to get help.</para>
<para>Staying close to the application makes users more comfortable with online
help and gets them back on task as quickly as possible.</para>
</sect2>
<sect2 id="HRDC.Intro.div.9">
<title id="HRDC.Intro.mkr.6">Types of Help<indexterm><primary>getting help</primary></indexterm><indexterm><primary>help, how users get</primary></indexterm></title>
<para>Online help can be divided into three general categories:</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>Automatic help</emphasis>&mdash;The
application determines when help is needed and what to present. This is sometimes
called system-initiated help.</para>
</listitem><listitem><para><emphasis>Semiautomatic help</emphasis>&mdash;The
user decides when help is needed, but the system determines what to present.
Semiautomatic help is initiated by a user's gesture or request for help,
such as pressing F1. The system's response is called context-sensitive help
because it considers the user's current context in deciding what information
to display.</para>
</listitem><listitem><para><emphasis>Manual help</emphasis>&mdash;The user
requests specific information, such as from a Help menu.</para>
</listitem></itemizedlist>
</sect2>
<sect2 id="HRDC.Intro.div.10">
<title>How Users Get Help</title>
<para>A user can request help in several ways. Most applications provide a
Help menu and Help key as well as Help buttons in dialog boxes.</para>
<sect3 id="HRDC.Intro.div.11">
<title>Help Key</title>
<para>Within most applications, the primary way for a user to request help
is by pressing the <emphasis>help key</emphasis>. In recent years, the F1
function key has become a defacto standard help key for many workstation
and personal computer products.</para>
<para>The Style Guide and Certification Checklist recommends the use of F1
as the help key, and the Motif programmer's toolkit even provides some
built-in behavior to make it easier to implement the help key in Motif
applications.</para>
<para>Some computers provide a Help key on the keyboard.</para>
</sect3>
<sect3 id="HRDC.Intro.div.12">
<title>Help Menu</title>
<para>The Help menu is a common way to provide access to help information.
Motif applications provide a Help menu, which is right-justified in the
menu bar. The <citetitle>Style Guide and Certification Checklist</citetitle>
makes recommendations regarding the commands contained in a Help menu.</para>
<figure>
<title>Application Help menu</title>
<graphic id="HRDC.Intro.grph.1" entityref="HRDC.Intro.fig.1"></graphic>
</figure>
</sect3>
<sect3 id="HRDC.Intro.div.13">
<title>Help Buttons</title>
<para>Many dialog boxes also provide a Help button to get help on the dialog.
The <citetitle>Style Guide and Certification Checklist</citetitle> recommends
that choosing the Help button in a dialog box be equivalent to pressing the
Help key while using that dialog. Exceptions should be made for complex dialogs,
where help on individual controls within the dialog box is appropriate.</para>
</sect3>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.14">
<title id="HRDC.Intro.mkr.7">Help User Interface<indexterm><primary>overview</primary><secondary>Help graphical user interface</secondary></indexterm></title>
<para>This section is an overview of the graphical interface provided by the
Help System. For a detailed description of Help features and capabilities,
refer to the <citetitle>User's Guide</citetitle>; or, to view the corresponding
online help, you can open the desktop Front Panel Help Viewer (see <!--Original
XRef content:
'&ldquo;To Display the Help Index Volume&rdquo--><!--r; on
page&numsp;97'--><xref role="SecTitleAndPageNum" linkend="hrdc.crhv.mkr.12">).
Then choose, Common Desktop Environment and Desktop Help System.</para>
<para>While using an application, a user can request help by pressing the
Help key or by selecting the application's Help menu. In addition, applications
integrating the Help System can be installed so that their respective help
modules are accessible from the desktop Help Viewer. This enables a user
to browse help information supplied by different applications without having
to run each application.</para>
<sect2 id="HRDC.Intro.div.15">
<title>Help Windows</title>
<para>When a user requests help, the Help System displays a help window. There
are two types of help windows: general help and quick help. A general help
window has a menu bar, topic tree, and a topic display area. The topic tree
lists help topics that a user can choose. The lower portion of the window&mdash;the
topic display area&mdash;displays the selected topic.</para>
<para>A quick help window is a streamlined help window. It has only a topic
display area and one or more dialog buttons. Quick help windows are often
used for short, self-contained information such as a definition.</para>
<figure>
<title>General help and quick help window</title>
<graphic id="HRDC.Intro.grph.2" entityref="HRDC.Intro.fig.2"></graphic>
</figure>
</sect2>
<sect2 id="HRDC.Intro.div.16">
<title>Hyperlinks</title>
<para>Help topics often contain hyperlinks that &ldquo;jump&rdquo; to related
help information. Both text and graphics can be used as hyperlinks. <!--Original
XRef content: 'Figure&numsp;1&hyphen;3 on page&numsp;7'--><xref role="CodeOrFigOrTabAndPNum"
linkend="HRDC.Intro.mkr.8"> shows formatting styles used to identify hyperlinks.
</para>
<para><indexterm><primary>hyperlink</primary><secondary>display formats</secondary>
</indexterm>Solid or dashed underscores identify words or phrases that are
hyperlinks. The solid underscore, or standard hyperlink, is most common.
When the hyperlink is selected, the related topic is displayed. An author
designates whether the hyperlink topic is displayed in the current help window
or a new window. The dashed underscore represents a definition link. When
selected, the related topic is displayed in a quick help window. A gray, open-corner
box (dashed or solid line) designates a graphic hyperlink.</para>
<figure>
<title id="HRDC.Intro.mkr.8">Formats for graphic and text hyperlinks</title>
<graphic id="HRDC.Intro.grph.3" entityref="HRDC.Intro.fig.3"></graphic>
</figure>
</sect2>
<sect2 id="HRDC.Intro.div.17">
<title>Help Navigation<indexterm><primary>topic tree</primary><secondary>selecting topic</secondary></indexterm></title>
<para>The topic tree<indexterm><primary>topic tree</primary><secondary>in
general help dialog</secondary></indexterm> shown in <!--Original XRef content:
'Figure&numsp;1&hyphen;4'--><xref role="CodeOrFigureOrTable" linkend="HRDC.Intro.mkr.9">
is an outline of topics in the current help volume. The first topic at the
top of the list is the <emphasis>home topic,</emphasis> or beginning of the
help volume. An arrow (&filig;) points to the current topic and shows the
user's location in the help volume.</para>
<figure>
<title id="HRDC.Intro.mkr.9">Topic tree in a general help dialog box</title>
<graphic id="HRDC.Intro.grph.4" entityref="HRDC.Intro.fig.4"></graphic>
</figure>
<para>To display a help topic, a user selects a title in the topic tree or
a hyperlink within the topic display area. The user can browse the outline
of topics by scrolling the list and then select any topic. Navigation commands
enable the user to return to previous topics or to the beginning of the help
volume.</para>
<sect3 id="HRDC.Intro.div.18">
<title>Help Navigation Buttons<indexterm><primary>navigation, help buttons</primary></indexterm></title>
<para><indexterm><primary>buttons, navigation</primary></indexterm>The general
help dialog includes three dialog buttons: Backtrack, History, and Index.
These features are also available as menu selections.</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>Backtrack</emphasis>
&mdash; returns to the previous topic. To retrace topics visited, press Backtrack
repeatedly until the desired topic is displayed.</para>
</listitem><listitem><para><emphasis>History</emphasis> &mdash; displays the <emphasis>History</emphasis> dialog box. This dialog box lists the help volumes and
topics that have been visited. To return to any topic in the list, select
its title.</para>
</listitem><listitem><para><emphasis>Index</emphasis> &mdash; displays the <emphasis>Index Search</emphasis> dialog box. This dialog lists
all the words and phrases that the author has marked as index entries. Selecting
an index entry, then one of the topics where the entry occurs, displays that
topic in the general help dialog. <!--Original XRef content: ''--><xref role="CodeOrFigureOrTable"
linkend="HRDC.Intro.mkr.10"></para>
</listitem></itemizedlist>
<para>When using the Help Viewer from the desktop Front Panel, the general
help dialog includes an additional dialog button called Top Level. After
exploring different help volumes, a user can select this button to return
to the top-level of the desktop index help volume.</para>
</sect3>
</sect2>
<sect2 id="HRDC.Intro.div.19">
<title>Help Menus</title>
<para><indexterm><primary>home topic</primary><secondary>menu command</secondary>
</indexterm>A general help dialog menu bar has five menus: File, Edit, Search,
Navigate, and Help. The Search and Navigate menus contain commands for the
index and navigation buttons described previously. In addition, the Navigate
menu has a Home Topic command that returns to the beginning of the help volume.
The remaining menus provide these features:</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>File menu</emphasis> &mdash;
duplicates a help window, prints a help topic or the current help volume,
or closes the help window.</para>
<indexterm><primary>menu</primary><secondary>File</secondary></indexterm>
<indexterm><primary>menu</primary><secondary>Edit</secondary></indexterm>
<indexterm><primary>menu</primary><secondary>Help</secondary></indexterm>
<indexterm><primary>menu</primary><secondary>Navigate</secondary></indexterm>
</listitem><listitem><para><emphasis>Edit menu</emphasis> &mdash; copies text
from the help window to another application.</para>
</listitem><listitem><para><emphasis>Help menu &mdash;</emphasis> provides
help information that describes features of the help dialogs and how to use
them.</para>
</listitem></itemizedlist>
</sect2>
<sect2 id="HRDC.Intro.div.20">
<title id="HRDC.Intro.mkr.10">Help Index</title>
<para><indexterm><primary>index</primary><secondary>Index search dialog index</secondary></indexterm>A help volume has an index of important words and
phrases that the user can search to find help topics on a subject. A user
can browse or search the index of the current volume, selected volumes, or
all help volumes available on the system. Regular expressions such as * (asterisk)
and ? (question mark) can be used to search for topics. To view the corresponding
help topic, the user selects the index entry.</para>
<figure>
<title id="HRDC.Intro.mkr.11">Index search dialog box</title>
<graphic id="HRDC.Intro.grph.5" entityref="HRDC.Intro.fig.5"></graphic>
</figure>
<para>Because the help index can be large even for a single volume, index
entries can be expanded or contracted. A prefix notation, either a + (plus)
or - (minus) sign, is used to show whether an index entry is expanded or
contracted. A minus sign indicates that all of the entries are displayed,
whereas a plus sign indicates that the entry can be expanded to show additional
index entries.</para>
<para>In <!--Original XRef content: 'Figure&numsp;1&hyphen;6 on page&numsp;10'--><xref
role="CodeOrFigOrTabAndPNum" linkend="HRDC.Intro.mkr.12">, the -36 prefix
means there are 36 index entries displayed. The +3 notation identifies contracted
entries. Selecting a contracted entry causes the list to expand, and the
+ sign changes to a - sign. The last index entry shown in the figure has
been expanded in this manner.</para>
<figure>
<title id="HRDC.Intro.mkr.12">Index entry prefix notation</title>
<graphic id="HRDC.Intro.grph.6" entityref="HRDC.Intro.fig.6"></graphic>
</figure>
</sect2>
<sect2 id="HRDC.Intro.div.21">
<title>Printing from Help<indexterm><primary>printing</primary><secondary>help information</secondary></indexterm></title>
<figure>
<title id="HRDC.Intro.mkr.13">Print dialog box</title>
<graphic id="HRDC.Intro.grph.7" entityref="HRDC.Intro.fig.7"></graphic>
</figure>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.22">
<title id="HRDC.Intro.mkr.14">Help Topic Organization<indexterm><primary>help</primary><secondary>topic organization</secondary></indexterm></title>
<para>An author organizes help information into a logical framework. Most
times, but not always, this results in an outline, or a hierarchy of topics.
The topic hierarchy in <!--Original XRef content: 'Figure&numsp;1&hyphen;8'--><xref
role="CodeOrFigureOrTable" linkend="HRDC.Intro.mkr.15"> consists of a main
level, three sections, and subordinate topics. Although Help has been optimized
for information that is organized in a hierarchy, you are free to create
any kind of organization you want.</para>
<figure>
<title id="HRDC.Intro.mkr.15">Hierarchy of topics</title>
<graphic id="HRDC.Intro.grph.8" entityref="HRDC.Intro.fig.8"></graphic>
</figure>
<sect2 id="HRDC.Intro.div.23">
<title>Help Topic<indexterm><primary>topic</primary><secondary>defined</secondary>
</indexterm><indexterm><primary>help topic</primary><secondary>defined</secondary></indexterm></title>
<para id="HRDC.Intro.mkr.16">A <emphasis>help topic</emphasis> is a unit of
information identified with a unique ID. A set of tags provided by the Help
System is used to mark help topics and create a structural framework. The
Help Viewer, which is part of the Help System, is able to directly access
and display a help topic.</para>
</sect2>
<sect2 id="HRDC.Intro.div.24">
<title><indexterm><primary>help volume</primary><secondary>defined</secondary>
</indexterm><indexterm><primary>volume</primary><secondary>defined</secondary>
</indexterm>Help Volume<indexterm><primary>volume</primary><secondary>as
collection of topics</secondary></indexterm><indexterm><primary>topic</primary>
<secondary>volume as collection of</secondary></indexterm></title>
<para>A <emphasis>help volume</emphasis> is a collection of topics that describe
an application or a particular subject. If you are developing application
help, typically there's one help volume per application. However, for complex
applications, or a collection of related applications, you might develop
several help volumes.</para>
</sect2>
<sect2 id="HRDC.Intro.div.25">
<title><indexterm><primary>help family</primary><secondary>defined</secondary>
</indexterm>Help Family<indexterm><primary>family</primary><secondary>definition
of</secondary></indexterm><indexterm><primary>group of related volumes, family
as</primary></indexterm><indexterm><primary>related volumes, family as group
of</primary></indexterm><indexterm><primary>volume</primary><secondary>family
of volumes</secondary></indexterm></title>
<para>Often, software is available as a set of related applications known
as a <emphasis>product family</emphasis>. For example, a set of office productivity
applications may include a word processor, a spreadsheet application, and
a drawing program. Because each application may have its own help volume,
it may be desirable to group the related help volumes in a <emphasis>help
family.</emphasis> A help family can include a single help volume or several
volumes.</para>
<para>Assembling your help volumes into a help family is optional. It is required
only if you want your help available for browsing within a <emphasis>help
browser</emphasis> such as the Help Viewer in the Front Panel.</para>
<para>Refer to <!--Original XRef content: '&ldquo;To Create a Help Family&rdquo;
on page&numsp;95'--><xref role="SecTitleAndPageNum" linkend="HRDC.CrHV.mkr.11">
for a description of help family files and how they are used.</para>
</sect2>
<sect2 id="HRDC.Intro.div.26">
<title>Help Index Volume<indexterm><primary>volume</primary><secondary>desktop
index volume</secondary></indexterm><indexterm><primary>help index</primary>
</indexterm><indexterm><primary>help index volume</primary><secondary>defined</secondary></indexterm></title>
<para>The desktop provides a special help volume called the <emphasis>index</emphasis> volume that lists help installed on your system. Clicking the
Help Viewer control in the Front Panel displays the index volume shown in
<!--Original XRef content: 'Figure&numsp;1&hyphen;9'--><xref role="CodeOrFigureOrTable"
linkend="HRDC.Intro.mkr.17"> on <!--Original XRef content: 'page&numsp;13'--><xref
role="PageNum" linkend="HRDC.Intro.mkr.17">.</para>
<para>It lists help families (underlined titles) and any volumes that are
members of the help family.</para>
<figure>
<title id="HRDC.Intro.mkr.17">Index help volume</title>
<graphic id="HRDC.Intro.grph.9" entityref="HRDC.Intro.fig.9"></graphic>
</figure>
<para>The index volume allows access to application-specific help without
using the application. Or, if you are writing standalone help, this is the
only way for users to get to your help. Even if you have only a single help
volume, it must belong to a help family to be browsable using the Help Viewer.
</para>
<para><!--Original XRef content: '&ldquo;Adding Your Help to the Browser
Volume&rdquo; on page&numsp;94'--><xref role="SecTitleAndPageNum" linkend="HRDC.CrHV.mkr.8">
describes how to create a family file and what you need to do to make your
help volume accessible from the index volume.</para>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.27">
<title id="HRDC.Intro.mkr.18">The Author's Job<indexterm><primary>author</primary><secondary>responsibilities</secondary></indexterm><indexterm>
<primary>job of author</primary></indexterm><indexterm><primary>responsibility</primary><secondary>author</secondary></indexterm></title>
<para>Writing online help differs from writing printed manuals, so it is important
to understand who you are writing for, how the information is accessed, and
how the information fits into an application.</para>
<sect2 id="HRDC.Intro.div.28">
<title>Objectives for Online Help<indexterm><primary>goals for online help</primary></indexterm><indexterm><primary>online help</primary><secondary>objectives</secondary></indexterm></title>
<para>The two most important objectives for designing quality online help
are:</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>Get the user back
on task as quickly and successfully as possible.</emphasis></para>
</listitem><listitem><para><emphasis>Educate the user to prevent future need
for assistance</emphasis>.</para>
</listitem></itemizedlist>
<para>Applying these objectives will help you make decisions regarding what
type of help is best and what amount of detail is needed.</para>
</sect2>
<sect2 id="HRDC.Intro.div.29">
<title id="HRDC.Intro.mkr.19">Know Your Audience<indexterm><primary>audience</primary><secondary>knowing</secondary></indexterm></title>
<para>Just as with any writing, to do a good job, you must know your audience
and understand what they require from the information you are writing. Most
importantly, with online help, you need to know the tasks they are attempting
and the problems they may encounter.</para>
</sect2>
<sect2 id="HRDC.Intro.div.30">
<title id="HRDC.Intro.mkr.20">Consider How Your Help Is Accessed<indexterm>
<primary>help</primary><secondary>types of access</secondary></indexterm><indexterm>
<primary>application help</primary></indexterm></title>
<para>It is just as important to understand how users will access your help
as it is to identify your audience correctly.</para>
<sect3 id="HRDC.Intro.div.31">
<title>Application Help</title>
<para>If you are writing help for an application, you need to decide which
topics are browsable and which topics are available from the application
as <emphasis>context-sensitive help</emphasis>. A topic is browsable if you
can navigate to it using the topic tree or hyperlinks. Topics designed exclusively
for context-sensitive help might not be browsable because the only way to
display the topic may be from within a particular context in the application.
</para>
<para>You must also decide if you want your application's help volume to be <emphasis>registered</emphasis>. Registered help volumes can be displayed by other applications
(such as the Help Viewer), making the information more widely accessible.
If another help volume contains hyperlinks to topics in your help volume,
your help volume must be registered.</para>
<para>See <!--Original XRef content: '&ldquo;Registering Your Application
and Its Help&rdquo; on page&numsp;247'--><xref role="SecTitleAndPageNum"
linkend="HRDC.Inst.mkr.9"> for information about installing and registering
your application.</para>
</sect3>
<sect3 id="HRDC.Intro.div.32">
<title>Standalone Help Volumes<indexterm><primary>standalone help</primary>
</indexterm><indexterm><primary>volume</primary><secondary>standalone help</secondary></indexterm></title>
<para>If you are writing a standalone help volume (a help volume not associated
with an application), you may choose to do things differently.</para>
<para>First, you must provide a path for users to get to all the topics you've
written. That is, every topic must be browsable through at least one hyperlink.
Also, because there's no application associated with your help, you must
rely on a help viewer (such as Help Viewer) to display your help volume.</para>
</sect3>
</sect2>
<sect2 id="HRDC.Intro.div.33">
<title>Evaluate How to Present Help</title>
<para>An application can incorporate different types of help. It is important
to evaluate what kind of help is best suited for your application. For example,
the same help information may be presented in a variety of ways. Some choices
include key features, a tutorial, examples, task instructions, shortcuts,
troubleshooting, reference information, glossary of terms, or referral to
hard copy or other online documentation. A help volume often combines different
presentations.</para>
</sect2>
<sect2 id="HRDC.Intro.div.34">
<title id="HRDC.Intro.mkr.21">Collaborate with the Application Programmer<indexterm>
<primary>author</primary><secondary>collaboration with application programmer</secondary></indexterm><indexterm><primary>application programmer, collaborating
with</primary></indexterm><indexterm><primary>programmer, application</primary>
<secondary>collaborating with</secondary></indexterm></title>
<para>If you are writing application help, you should work closely with the
application programmer. The degree to which the Help System is integrated
into an application is a design decision that you make collectively.</para>
<para>If an application and its help have very loose ties, there may be only
a handful of topics that the application is able to display directly. This
is easier to implement.</para>
<para>In contrast, the application could provide specific help for nearly
every situation in the application. This requires more work, but benefits
the user if done well.</para>
<para>It's up to you and your project team to determine the right level of
help integration for your project.</para>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.35">
<title id="HRDC.Intro.mkr.22">Author's Workflow<indexterm><primary>author</primary><secondary>workflow</secondary></indexterm></title>
<para>After designing your help, you create and process help topics to produce
a help volume. Your focus as an author is on these key tasks:</para>
<itemizedlist remap="Bullet1"><listitem><para>Write help topics</para>
</listitem><listitem><para>Create run-time help files</para>
</listitem><listitem><para>View the help volume</para>
</listitem></itemizedlist>
<sect2 id="HRDC.Intro.div.36">
<title id="HRDC.Intro.mkr.23">Write Help Topics with DocBook</title>
<para>Online help is written in ordinary text files. You use special codes,
or <symbol role="Variable">tags</symbol>, to markup <symbol role="Variable">elements</symbol> within the information. The tags form a markup language
called DocBook.</para>
<para>The DocBook markup language defines a hierarchy of <symbol role="Variable">elements</symbol> that define high-level elements, such as chapters, sections,
and subsections, and low-level elements such as paragraphs, lists, and emphasized
words.</para>
<para><!--Original XRef content: '&ldquo;General Markup Guidelines&rdquo;
on page&numsp;28'--><xref role="SecTitleAndPageNum" linkend="HRDC.OrgH.mkr.4">
gives a brief description of using markup.</para>
<sect3 id="HRDC.Intro.div.38">
<title id="HRDC.Intro.mkr.24">Formal Markup<indexterm><primary>formal markup</primary><secondary>defined</secondary></indexterm><indexterm><primary>markup</primary><secondary>formal (SGML)</secondary></indexterm><indexterm>
<primary>structured editor</primary></indexterm><indexterm><primary>editor,
structured</primary></indexterm></title>
<para><emphasis><indexterm><primary>markup language</primary><secondary>formal
markup, SGML-compliant</secondary></indexterm>Formal markup</emphasis> is
a Standard Generalized Markup Language (SGML) that an author can use to create
fully compliant SGML help topics. It requires start and end tags for <emphasis>all</emphasis> elements. Additionally, the structure of each element must
be explicitly tagged. Therefore, the number of tags increases significantly
using formal markup. Although an author can enter formal markup using a standard
editor, a structured editor is recommended.</para>
<sect4 id="HRDC.Intro.div.39">
<title>Structured Editors</title>
<para>New tools, called structured editors, are becoming available in response
to the need to create SGML markup efficiently. Typically, a structured editor
provides a context-sensitive menu. That is, the elements that appear in the
menu dynamically change based on the location of the cursor in the document.
</para>
<para>For example, if you are entering a list, then the menu contains only
elements that are valid within the context of a list element. This built-in
&ldquo;intelligence&rdquo; allows an author to create markup easily.</para>
<para>When an author chooses an element, such as section, title, or list,
the editor generates the corresponding start, end, and any intermediate structural
tags. For example, when an author selects a chapter element, the editor automatically
inserts the intermediate tags required by this element. The author simply
types the chapter title. Viewing the generated tags is optional; authors can
suppress the tags.</para>
</sect4>
<sect4 id="HRDC.Intro.div.40">
<title>Using Formal Markup</title>
<para>Before you use formal markup, first read the chapters in <citetitle>P<?Pub Caret1>art 2 - The Author's Job</citetitle> to become familiar with
the set of DocBook elements.</para>
<para><!--Original XRef content: ''--><xref role="Blank" linkend="HRDC.Sgml.mkr.1"> <!--Original
XRef content: 'Chapter&numsp;8, &ldquo;Reading the DocBook Document Type
Definition'--><xref role="ChapNumAndTitle" linkend="HRDC.Sgml.mkr.1"> explains
key components of the Document Type Definition (DTD) and shows you how to
create formal markup. The complete DocBook Document Type Definition appears
in the <citetitle>Guide to the DocBook DTD</citetitle>.</para>
<note>
<para>The Developer's Kit includes the DocBook Document Type Definition. The
file is located in the <filename>/usr/dt/dthelp/dtdocbook/SGML/docbook.dtd</filename> directory and is named <filename>DocBook.dtd</filename>.</para>
</note>
</sect4>
</sect3>
<sect3 id="HRDC.Intro.div.41">
<title>See Also</title>
<itemizedlist><listitem><para>The <citetitle>Guide to the DocBook DTD</citetitle>
gives a detailed description of each major tag listed in alphabetical order.
</para>
</listitem><listitem><para><!--Original XRef content: 'Chapter&numsp;8, &ldquo;Reading
the DocBook Document Type Definition'--><xref role="ChapNumAndTitle" linkend="HRDC.Sgml.mkr.1">
describes formal markup.</para>
</listitem><listitem><para><filename moreinfo="RefEntry">docbook.dtd(4)</filename> man page</para>
</listitem></itemizedlist>
</sect3>
</sect2>
<sect2 id="HRDC.Intro.div.42">
<title>Think Structure, Not Format</title>
<para>If you are familiar with other publishing systems, you may be accustomed
to formatting information as you like to see it. Authoring with DocBook requires
you to think about structure and content, not format.</para>
<para>As you write, you use tags to mark certain types of information. When
you do so, you are identifying <emphasis>what</emphasis> the information is,
but not how it should be formatted.</para>
<para>For instance, to refer to a book title, include markup like this:</para>
<programlisting>&lt;CiteTitle>System Administrator's Reference Guide&lt;/CiteTitle>
</programlisting>
<para>This abstraction separates structure and content from format, which
allows the same information to be used by other systems and perhaps formatted
differently. For instance, Help displays book titles using an italic font.
However, on another system an italic font may not be available, so the formatter
could decide that book titles are underlined.</para>
</sect2>
<sect2 id="HRDC.Intro.div.43">
<title id="HRDC.Intro.mkr.25">Create Run-Time Help Files<indexterm><primary>creating</primary><secondary>run-time help files</secondary></indexterm><indexterm>
<primary>run-time files</primary><secondary>creating</secondary></indexterm><indexterm>
<primary>files, run-time help</primary><secondary>creating</secondary></indexterm></title>
<para>The text files you write must be &ldquo;compiled&rdquo; using the DocBook
software to create <emphasis>run-time help files</emphasis>. It's the run-time
help files that are accessed when the user requests help. Run-time files
use the Semantic Delivery Language (SDL) format. This delivery language is
based on an SGML document type definition designed expressly for online information
delivery.<indexterm><primary>Semantic Delivery Language (SDL)</primary></indexterm><indexterm>
<primary>SDL (Semantic Delivery Language)</primary></indexterm></para>
<para>The Help System defines desktop actions and data types for help-specific
files. This lets you easily create a run-time file from your desktop by selecting
the icon of a help source file and choosing a menu command that processes
the file.<indexterm><primary>help</primary><secondary>actions</secondary>
</indexterm><indexterm><primary>actions, help</primary></indexterm><indexterm>
<primary>help</primary><secondary>data types</secondary></indexterm><indexterm>
<primary>data types, help</primary></indexterm> A <filename>.sdl</filename>
extension is used to identify run-time help files. If any errors occurred
during processing, they are reported in an error file ( <symbol role="Variable">volume</symbol><filename>.log</filename>).</para>
<para>Refer to <!--Original XRef content: '&ldquo;Creating Run-Time Help
Files&rdquo; on page&numsp;89'--><xref role="SecTitleAndPageNum" linkend="HRDC.CrHV.mkr.2">
for complete instructions to create a run-time help file. For general information
about desktop actions and data types, refer to the <citetitle>Advanced User's
and System Administrator's Guide</citetitle>.</para>
</sect2>
<sect2 id="HRDC.Intro.div.44">
<title id="HRDC.Intro.mkr.26">Review Help as the User Will See It<indexterm>
<primary>reviewing</primary><secondary>help as user will see it</secondary>
</indexterm><indexterm><primary>user'</primary></indexterm><indexterm><primary>s perspective, seeing help from</primary></indexterm><indexterm><primary>perspective, seeing help from user'</primary></indexterm><indexterm><primary>&sigma;</primary></indexterm></title>
<para>During the authoring process, you will need to display your help so
you can interact with it just as your audience will. To display a help volume
from the desktop, double-click the file icon of the run-time help volume (<symbol role="variable">volume</symbol>.<filename>sdl</filename>). Or, you can also
display any help topic using the <command>dthelpview</command> command. <!--Original
XRef content: 'Chapter&numsp;4, &ldquo;Processing and Displaying
a Help Volume'--><xref role="ChapNumAndTitle" linkend="HRDC.CrHV.mkr.1">,
describes both methods.</para>
<para>If you are writing application help, and the Help System has been integrated
into your application, you can view your help by running the application
and making help requests just as the user will.</para>
</sect2>
</sect1>
<sect1 id="HRDC.Intro.div.45">
<title id="HRDC.Intro.mkr.27">Programmer's Job<indexterm><primary>programmer,
application</primary><secondary>responsibility</secondary></indexterm><indexterm>
<primary>responsibility</primary><secondary>programmer</secondary></indexterm></title>
<para>As a programmer, you add code into your application so that when a user
requests context-sensitive help, the application displays help information
that is relevant to what the application is doing at that time.</para>
<note>
<para id="HRDC.Intro.mkr.28">The<filename>/usr/dt/share/examples/dthelp</filename>
directory contains source code for a sample program called <command>dthelpdemo</command>. It demonstrates how to add help dialogs to a Motif application.<indexterm>
<primary>sample application, integrated help</primary></indexterm></para>
</note>
<sect2 id="HRDC.Intro.div.46">
<title id="HRDC.Intro.mkr.29">Consider How Your Help Is Accessed</title>
<para>Providing useful information to the user requires considering the following:
</para>
<itemizedlist remap="Bullet1"><listitem><para>What confusing situation commonly
arise? Specific help in these situations can save users lots of time.</para>
</listitem><listitem><para>Why is the user asking for help now instead of
earlier or later? If there are several steps in a process and the user is
not at the first step, branch to information that is specific to the step
being done. This is more helpful than displaying the same information at each
step. If the user is at the first step, make available both detailed information
about the first step and an overview of all the steps.</para>
</listitem><listitem><para>Is the user requesting context-specific help or
just browsing the help information? If it is context-specific, supply information
that's relevant to the task now being done.</para>
</listitem></itemizedlist>
</sect2>
<sect2 id="HRDC.Intro.div.47">
<title id="HRDC.Intro.mkr.30">Collaborate with the Help Author</title>
<para>Close collaboration with the online help author is needed because the
author needs to know how each context-specific topic is reached and the programmer
needs to know what is explained in each context-specific topic. Without such
coordination, the user may see irrelevant, ambiguous, or misleading information.
</para>
<para>Collaboration makes the best use of the programmer's understanding of
the application and the author's understanding of how to best communicate
relevant information to the user.</para>
</sect2>
<sect2 id="HRDC.Intro.div.48">
<title>Identify Help Entry Points</title>
<para>An application provides online help by establishing help <emphasis>entry points</emphasis>. Entry points are defined in the application and associated
with specific help topics. Each of the ways that a user can request help&mdash;the
Help key, button, or menu&mdash;represent entry points. For example, consider
an application with a Print dialog box that has a Help button. The author
writes a help topic that describes the contents of the dialog box and supplies
you with the ID of the topic. You can then associate the ID of the help topic
with the Help button using a callback routine.</para>
</sect2>
<sect2 id="HRDC.Intro.div.49">
<title id="HRDC.Intro.mkr.31">Create and Manage Help Dialogs</title>
<para>The Help System application program interface is designed especially
for use with Motif applications. Specifically, Help extends the Motif
widget set by providing two new widget classes (plus convenience functions
to manipulate them):</para>
<itemizedlist remap="Bullet1"><listitem><para><emphasis>General help dialog</emphasis>, which provides a help window that includes a menu bar and a topic
tree, in addition to a help topic display area.</para>
</listitem><listitem><para><emphasis>Quick help dialog</emphasis>, which provides
a simple help window with a topic display area and a few dialog buttons.</para>
</listitem></itemizedlist>
<para>You can use either or both of these types of help windows within your
application. Once the application is compiled (with the Help library), the
help windows become part of the application.</para>
<para><!--Original XRef content: 'Chapter&numsp;9, &ldquo;Creating and Managing
Help Dialog Boxes'--><xref role="ChapNumAndTitle" linkend="HRDC.CrDia.mkr.1">,
describes the general help and quick help dialog boxes.</para>
</sect2>
<sect2 id="HRDC.Intro.div.50">
<title>Package and Distribute Help</title>
<para>Your product package includes both the run-time help file ( <symbol role="variable">volume</symbol>.<filename>sdl</filename>) and its graphics files. Additionally,
you can provide a help family file that enables your volume to be viewed using
the Front Panel Help Viewer.</para>
<para>If the help volume uses execution links, you should collaborate with
the author to include the appropriate execution link resources in your application's
application defaults file. <!--Original XRef content: 'Chapter&numsp;13, &ldquo;Preparing
an Installation Package'--><xref role="ChapNumAndTitle" linkend="HRDC.Inst.mkr.1">,
discusses which help files are delivered with your application.</para>
</sect2>
</sect1>
</chapter>
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