This document provides an overview of XML (eXtensible Markup Language) basics and authoring. It discusses key XML concepts like elements, tags, attributes, namespaces, character encoding, whitespace, comments, and validation using DTDs and XML Schema. It also describes the TechSuite system for managing technical documentation, including system structure, components, and lifecycles. Finally, it covers using the TechAuthor tool for authoring, including basics, creating documents, inserting markup, managing content and changes.
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Avianca XML Training
This document provides an overview of XML (eXtensible Markup Language) basics and authoring. It discusses key XML concepts like elements, tags, attributes, namespaces, character encoding, whitespace, comments, and validation using DTDs and XML Schema. It also describes the TechSuite system for managing technical documentation, including system structure, components, and lifecycles. Finally, it covers using the TechAuthor tool for authoring, including basics, creating documents, inserting markup, managing content and changes.
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XXMMLL BBaassiiccss aanndd AAuutthhoorriinngg
XML Basics and Authoring 3
CCoonntteennttss eXtensible Markup Language.......................................................................................5 eXtensible Markup Language ................................................................................6 Well-formed Documents........................................................................................9 Character and Entity References ...........................................................................9 XInclude ............................................................................................................ 10 XML Namespace................................................................................................ 11 Document Type Definitions.................................................................................. 12 XML Schema ..................................................................................................... 14 XPath....................................................................................................................... 17 What is XPath?................................................................................................... 18 Nodes................................................................................................................ 18 Navigating the XPath Node Tree.......................................................................... 20 Reading XPath Expressions ................................................................................ 22 TechSuite ................................................................................................................. 25 TechSuite Oveview............................................................................................. 26 TechSuite System Structure ................................................................................ 26 TechSuite System Components ........................................................................... 28 Manual Lifecycle................................................................................................. 30 Using TechAuthor...................................................................................................... 35 TechAuthor Overview.......................................................................................... 36 Authoring Basics ................................................................................................ 36 Creating a New Document................................................................................... 41 Inserting Markup................................................................................................. 45 Working with Attributes........................................................................................ 53 Managing Content .............................................................................................. 55 Managing Airline Data......................................................................................... 72 Managing Changes............................................................................................. 78 Revision Management ........................................................................................ 90 11 eeXXtteennssiibbllee MMaarrkkuupp LLaanngguuaaggee eXtensible Markup Language.........................................................................................................6 Well-formed Documents.................................................................................................................9 Character and Entity References ....................................................................................................9 XInclude ..................................................................................................................................... 10 XML Namespace......................................................................................................................... 11 Document Type Definitions .......................................................................................................... 12 XML Schema .............................................................................................................................. 14 XML Basics and Authoring 5 6 XML Basics and Authoring eeXXtteennssiibbllee MMaarrkkuupp LLaanngguuaaggee The eeXXtteennssiibbllee MMaarrkkuupp LLaanngguuaaggee (XML) draws on the specification of SGML. Using SGML as the starting point allowed the design team to concentrate on making a proven markup language simpler. XML 1.0 became a World Wide Web Consortium (or W3C http://www.w3.org) recommendation in February, 1998. UUnniiccooddee CChhaarraacctteerr By definition, an XML document is a string of characters. Almost every legal Unicode character may appear in an XML document. PPrroocceessssoorr aanndd AApppplliiccaattiioonn A pprroocceessssoorr is expected to work in the service of an aapppplliiccaattiioonn. There are certain very specific requirements about what an XML processor must do and not do but none as to the behavior of the application. The processor (as the specification calls it) is often referred to colloquially as an XXMMLL ppaarrsseerr. XXMMLL DDeeccllaarraattiioonn All XML documents may (and should) begin with a single XXMMLL ddeeccllaarraattiioonn. The XML declaration provides, at a minimum, the version number of XML in use and can also specify the character encoding used in the document. <?xml version="1.0" encoding="UTF-8"?> All XML parsers are required to support the Unicode UTF-8 and UTF-16 encodings; many XML parsers support other encodings, such as ISO-8859-1, as well. NNoottee Unlike most XML attributes, the encoding attribute values are not case-sensitive. MMaarrkkuupp aanndd CCoonntteenntt The characters that make up an XML document are divided into mmaarrkkuupp and ccoonntteenntt. Markup and content may be distinguished by the application of simple syntactic rules. All strings that constitute markup begin either with the less-than sign angle bracket character (<<) and end with the next greater-than sign angle bracket character (>>) or begin with the ampersand character (&&) and end with the semicolon character (;;). Strings of characters that are not markup are content. <para>This is the content.</para> TechPubs Global, Inc. eXtensible Markup Language 7 In the example, the two para tags form one element, and the nbsp is another. The phrase outside of those elementsThis is the content.is the content contained within the markup. TTaaggss A ttaagg is markup construct that begins with a less-than sign angle bracket (<) and ends with a greater-than sign angle bracket (>). Tags come in three varieties: start-tags, for example <section> end-tags, for example </section> empty-element tags, for example <image/> EElleemmeennttss An eelleemmeenntt is a logical component of a document that either begins with a start-tag and ends with an end-tag or consists only of an empty-element tag. The characters between the start- and end-tags, if any, are the element's content and may contain markup, including other elements, which are called child elements. An example of an element is: <Greeting>HHeelllloo,, wwoorrlldd..</Greeting> Elements may not overlap; an end tag must always have the same name as the most recent unmatched start tag. <!-- WRONG! --> <<ffuunnccttiioonn>><<ppeerrssoonn>>President<<//ffuunnccttiioonn>> Habibe<//ppeerrssoonn>> <!-- CORRECT! --> <<ffuunnccttiioonn>><<ppeerrssoonn>>President Habibe<//ppeerrssoonn>><<//ffuunnccttiioonn>> An XML document has exactly one root element. <!-- WRONG! --> <a>...</a> <b>...</b> <!-- CORRECT! --> <a>...</a> XML element names are case-sensitive, so location and Location refer to different elements. For people used to working with HTML or other SGML document types, this tends to be difficult because it can cause surprising bugs in processing software or can even lead to malformed XML documents. <!-- WRONG! --> <a href="pbear.html">polar bear</A> <!-- CORRECT! --> <a href="pbear.html">polar bear</a> 8 XML Basics and Authoring AAttttrriibbuutteess If elements are the nouns of XML, the aattttrriibbuutteess are its adjectives. Every attribute assignment consists of two parts: the attribute name and the attribute value. In the following example, the name of the attribute is number and the value is 3: <step number="3">Connect A to B.</step> Attribute names should never appear in quotation marks, but attribute values must always appear in quotation marks in XML (unlike HTML), using the " or ' characters. Attribute values must always be delimited strings that may contain entity references, character references, and/or text characters. Attribute names in XML (unlike HTML) are case- sensitive; HREF and href refer to two different XML attributes. NNoottee An element may not have two attributes with the same name. XXMMLL WWhhiitteessppaaccee XML considers four characters to be whitespace: Carriage return (\r or ch[13]) Linefeed (\n or ch[10]) Tab (\t) Spacebar (' ') In XML documents, there are two types of whitespace: SSiiggnniiffiiccaanntt wwhhiitteessppaaccee is part of the document content and should be preserved. IInnssiiggnniiffiiccaanntt wwhhiitteessppaaccee is used when editing XML documents for readability. These whitespaces are typically not intended for inclusion in the delivery of the document. All whitespace characters within the content are preserved by the parser and passed unmodified to the application, while whitespace within element tags and attribute values may be removed. CCoommmmeennttss CCoommmmeennttss allow you to insert notes into a document that are meaningful to the documents creator and editors but are not truly part of the documents context. Comments may appear anywhere in a document outside of other markup. The basic syntax of an XML comment is: <!--...comment text...--> NNoottee Comments are not part of a documents character data. Within a comments section, entities are not expanded, nor is any markup interpreted. TechPubs Global, Inc. eXtensible Markup Language 9 PPrroocceessssiinngg IInnssttrruuccttiioonnss XML, like SGML, is a descriptive markup language; it does not presume to try to explain how to handle an element or its contents. This provides for presentation flexibility and independence. However, there are times when it is advantageous to pass hints to an application along with the document. The pprroocceessssiinngg iinnssttrruuccttiioonn (PI) is the mechanism that XML provides for this purpose. PIs use a variation of XML element syntax: <?target ...instruction... ?> An example of an Arbortext Processing Instruction: <?Pub _font Posture="italic"?>some word<?Pub /_font?> WWeellll--ffoorrmmeedd DDooccuummeennttss A wweellll--ffoorrmmeedd XML document is defined as an XML document that has correct XML syntax. According to W3C, this means: XML documents must have a root element. XML elements must have a closing tag. XML tags are case-sensitive. XML elements must be properly nested. XML attribute values must always be quoted. NNoottee Well-formedness should not be confused with a valid XML document, which is defined as a "well-formed" XML document that also conforms to the rules of a document type definition (DTD) or an XML schema (XSD). CChhaarraacctteerr aanndd EEnnttiittyy RReeffeerreenncceess XML provides two simple methods of representing characters. CChhaarraacctteerr RReeffeerreenncceess In SGML, HTML, and XML documents, the logical constructs known as character data and attribute values consist of sequences of characters in which each character can manifest directly (representing itself) or can be represented by a series of characters called a cchhaarraacctteerr rreeffeerreennccee. There are two types: numeric character reference character entity reference 10 XML Basics and Authoring A numeric character reference refers to a character by its Universal Character Set/Unicode code point and uses the format: &#nnnn or &#xhhhh where nnnn is the code point in decimal form and hhhh is the code point in hexadecimal form. NNoottee The x must be lowercase in XML documents. The nnnn or hhhh may be any number of digits and may include leading zeros. The hhhh may mix uppercase and lowercase, though uppercase is the usual style. EEnnttiittyy RReeffeerreenncceess Entity references allow the insert of any string literal into element content or attribute values. Character entity reference refers to a character by the name of an entity that has the desired character as its replacement text. The entity must either be predefined (built in to the markup language) or explicitly declared in a document type definition (DTD). The format is the same for any entity reference: &name; where name is the name of the entity. The semicolon is required. The XML specification defines five "predefined entities" representing special characters and requires that all XML processors honor them. SSppeecciiaall CChhaarraacctteerrss NNaammee CChhaarraacctteerr UUnniiccooddee ccooddee ppooiinntt ((ddeecciimmaall)) DDeessccrriippttiioonn quot " U+0022 (34) (double) quotation mark amp & U+0026 (38) ampersand apos ' U+0027 (39) apostrophe (= apostrophe-quote) lt < U+003C (60) less-than sign gt > U+003E (62) greater-than sign XXIInncclluuddee XXIInncclluuddee is a generic mechanism for merging XML documents by writing inclusion tags in the "main" document to automatically include other documents or parts thereof. The resulting document becomes a single composite XML information set. TechPubs Global, Inc. eXtensible Markup Language 11 For example, including the text file license.txt: This document is published under GNU Free Documentation License in an XHTML document: <?xml version="1.0"?> ... <html xmlns="http://www.w3.org/1999/xhtml" xmlns:xi="http://www.w3.org/2001/XInclude"> <head>...</head> <body> ... <p><xi:include href="license.txt" parse="text"/></p> </body> </html> gives: <?xml version="1.0"?> ... <html xmlns="http://www.w3.org/1999/xhtml" xmlns:xi="http://www.w3.org/2001/XInclude"> <head>...</head> <body> ... <p>This document is published under GNU Free Documentation License</p> </body> </html> XXMMLL NNaammeessppaaccee XXMMLL nnaammeessppaacceess are used to provide uniquely named elements and attributes in an XML document. They are defined in Namespaces in XML, a W3C recommendation. An XML instance may contain element or attribute names from more than one XML vocabulary. If each vocabulary is given a namespace, the ambiguity between identically named elements or attributes can be resolved. A simple example would be to consider an XML instance that contained references to a customer and an ordered product. Both the customer element and the product element could have a child element named id. References to the id element would therefore be ambiguous; placing them in different namespaces would remove the ambiguity. NNaammeessppaaccee DDeeccllaarraattiioonn A namespace is declared using the reserved XML attribute xmlns, the value of which must be an Internationalized Resource Identifier (IRI), usually a Uniform Resource Identifier (URI) reference. For example: xmlns="http://www.w3.org/1999/xhtml" 12 XML Basics and Authoring The namespace specification does not require or suggest that the namespace URI be used to retrieve information; an XML parser simply treats it as a string. For example, the document at http://www.w3.org/1999/xhtml itself does not contain any code. It simply describes the XHTML namespace to human readers. Using a URI (such as "http://www.w3.org/1999/ xhtml") to identify a namespace, rather than a simple string (such as "xhtml"), reduces the possibility of different namespaces using duplicate identifiers. Namespaces can also be mapped to prefixes in namespace declarations. For example: xmlns:xhtml="http://www.w3.org/1999/xhtml" In this case, any element or attribute names that start with the prefix "xhtml:" are considered to be in the XHTML namespace. DDooccuummeenntt TTyyppee DDeeffiinniittiioonnss A ddooccuummeenntt ttyyppee ddeeffiinniittiioonn (DTD) file uses formal grammar to specify the structure and permissible values of XML documents. In a DTD, the structure of a class of documents is described via element and attribute list declarations: Element declarations name the allowable set of elements within the document and specify whether and how declared elements and runs of character data may be contained within each element. Attribute list declarations name the allowable set of attributes for each declared element, including the type of each attribute value, if not an explicit set of valid value(s). EElleemmeenntt DDeeccllaarraattiioonnss An eelleemmeenntt ddeeccllaarraattiioonn defines an element and its possible content. Avalid XML document only contains elements that are defined in the DTD. An elements content is specified by some key words and characters: EMPTY for no content ANY for any content , for orders | for alternatives ("either...or") ( ) for groups * for any number (zero or more) + for at least once (one or more) ? for optional (zero or one) TechPubs Global, Inc. eXtensible Markup Language 13 NNoottee If there is no *, +, or ?, the element must occur exactly one time. EExxaammpplleess:: <!ELEMENT html (head, body)> <!ELEMENT p (#PCDATA | p | ul | dl | table | h1|h2|h3)*> AAttttrriibbuuttee LLiisstt DDeeccllaarraattiioonnss An aattttrriibbuuttee lliisstt ddeeccllaarraattiioonn specifies the name, data type, and default value of each attribute associated with a given element type. EExxaammppllee:: <!ATTLIST img id ID #IMPLIED src CDATA #REQUIRED > The following attribute types are available: AAttttrriibbuuttee TTyyppeess AAttttrriibbuuttee TTyyppee MMeeaanniinngg CDATA Character data (string) ID Unique name within a given document IDREF Reference to some element bearing an ID attribute possessing the same value as the IDREF attribute IDREFS Series of IDREFs delimited by white space ENTITY Name of a predefined external entity ENTITIES Series of ENTITY names delimited by white space NMTOKEN A name NMTOKES A series of NMTOKENs delimited by white space NOTATION One of a set of names indicating notation types de- clared in the DTD [Enumerated Value] One of a series of explicitly user-defined values that the attribute can take on A default value can be used to define whether an attribute must occur (#REQUIRED) or not (#IMPLIED), whether it has a fixed value (#FIXED), and which value should be used as a default value ("") in case the given attribute is left out in an XML tag. 14 XML Basics and Authoring AAssssoocciiaattiinngg DDTTDDss wwiitthh DDooccuummeennttss A DTD is associated with an XML document via a ddooccuummeenntt ttyyppee ddeeccllaarraattiioonn that appears near the start of the XML document. The declaration establishes that the document is an instance of the type defined by the referenced DTD. The declarations in a DTD are divided into an internal subset and an external subset. The declarations in the internal subset are embedded in the document type declaration in the document itself. The declarations in the external subset are located in a separate text file. The external subset may be referenced via a public identifier and/or a system identifier. Example of a document type declaration containing both public and system identifiers: <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0//EN" "xhtml1-transitional.dtd"> NNoottee Public identifiers are mapped to system identifiers in catalogs that are optionally made available to the document parsing software. XXMMLL SScchheemmaa XXMMLL SScchheemmaa was published as a W3C recommendation in May, 2001. Due to the confusion between XML Schema as a specific W3C specification and the use of the same term to describe schema languages in general, some parts of the user community refer to this language as XML schema document (XSD). Like all XML schema languages, XSD can be used to express a set of rules to which an XML document must conform in order to be considered valid according to that schema. However, unlike most other schema languages, XSD was also designed with the intent that determination of a document's validity would produce a collection of information adhering to specific data types. Unlike DTDs, an XML schema allows the content of an element or attribute to be validated against a data type. For example, an attribute might be constrained to be a valid date or a decimal number. XSD provides a set of 19 primitive data types (boolean, string, decimal, double, float, anyURI, QName, hexBinary, base64Binary, duration, date, time, dateTime, gYear, gYearMonth, gMonth, gMonthDay, gDay, and NOTATION). XSD allows new data types to be constructed from these primitives by three mechanisms: RReessttrriiccttiioonn: Reducing the set of permitted values LLiisstt: Allowing a sequence of values UUnniioonn: Allowing a choice of values from several types EExxaammppllee <?xml version="1.0" encoding="utf-8"?> TechPubs Global, Inc. eXtensible Markup Language 15 <xs:schema elementFormDefault="qualified" xmlns:xs= "http://www.w3.org/2001/XMLSchema"> <xs:element name="Address"> <xs:complexType> <xs:sequence> <xs:element name="Recipient" type="xs:string" /> <xs:element name="House" type="xs:string" /> <xs:element name="Street" type="xs:string" /> <xs:element name="Town" type="xs:string" /> <xs:element name="County" type="xs:string" minOccurs="0" /> <xs:element name="PostCode" type="xs:string" /> <xs:element name="Country"> <xs:simpleType> <xs:restriction base="xs:string"> <xs:enumeration value="FR" /> <xs:enumeration value="DE" /> <xs:enumeration value="UK" /> <xs:enumeration value="US" /> </xs:restriction> </xs:simpleType> </xs:element> </xs:sequence> </xs:complexType> </xs:element> </xs:schema> SScchheemmaa SSuuppppoorrtt The Schema Support feature extends Arbortext support of the W3C Schema specification. Initial schema support was added to the Arbortext 4.3 release and was limited to batch mode validation. Real-time schema validation against one or more XML schema definitions was added in Arbortext 5.0. SScchheemmaa SSuuppppoorrtt FFeeaattuurreess The following features are available with Schema Support: RReeppllaaccee MMaarrkkIItt bbyy AAppaacchhee XXeerrcceess--CC++++ 22..66..00 ppaarrsseerr ffoorr XXMMLL vvaalliiddaattiioonn: The MarkIt parser is still used for SGML validation. The most noticeable change for a user is that it is no longer necessary to compile doctype for XML document. DTD or schema declared in a document are parsed on the fly when a document is opened. SSuuppppoorrtt sscchheemmaa--oonnllyy ddooccuummeennttss: Documents may have a !DOCTYPE declaration, a schema declaration, a namespace declaration, or some combination of these items. The doctype directory for documents that do not have a !DOCTYPE declaration, just a schema declaration, are resolved. 16 XML Basics and Authoring PPeerrffoorrmm rruunnttiimmee vvaalliiddaattiioonn ooff ddaattaa ttyyppeess iinn aattttrriibbuutteess: Arbortext supports real-time validation of data types as defined in the schema. PPeerrffoorrmm rruunnttiimmee vvaalliiddaattiioonn ooff ccoonntteenntt mmooddeell ffrroomm tthhee sscchheemmaa: A schema has the ability to define the allowed content for an element. GGeenneerraattee rreeqquuiirreedd mmaarrkkuupp: Similar to DTD support, when inserting an element that includes required children elements into a schema-only document, the children elements are generated automatically. DDeetteerrmmiinniinngg tthhee DDooccttyyppee DDiirreeccttoorryy There are two methods to determine the appropriate doctype directory from a schema: CCaattaalloogg EEnnttrryy Documents can specify their schema using a default namespace declaration on the root element instead of a !DOCTYPE declaration. Arbortext Editor uses the namespace URI to locate the schema (.xsd or .dtd) and the associated document type directory. The namespace URI must be declared in a catalog using the URI catalog entry to map the namespace URI into a DTD or schema file. DDooccuummeenntt EExxaammppllee <?xml version="1.0" encoding="utf-8"?> <article xmlns="http://www.arbortext.com/namespace/doctypes/avsdocbook"> CCaattaalloogg EEnnttrryy URI "http://www.arbortext.com/namespace/doctypes/avsdocbook" "avsdocbook.xsd" NNoottee Each namespace can have only one schema associated with it. SScchheemmaa LLooccaattiioonn HHiinnttss The document type can also be located by specifying schema location hints on the root element. Arbortext Editor supports both of the following attributes: xsi:schemaLocation xsi:noNameSpaceSchemaLocation If the namespace is not resolved by a URI catalog entry, the location is used as the URI to search the catalog. If that location is not resolved, it is used as a system identifier. TechPubs Global, Inc. 22 XXPPaatthh What is XPath? ........................................................................................................................... 18 Nodes ........................................................................................................................................ 18 Navigating the XPath Node Tree................................................................................................... 20 Reading XPath Expressions......................................................................................................... 22 XML Basics and Authoring 17 18 XML Basics and Authoring WWhhaatt iiss XXPPaatthh?? XXPPaatthh is a language for addressing parts of an XML document. Understanding XPath will help you in XSLT, Styler, XSL-FO, DOM, AOM, and ACL development. XPath deals with information not markup. Markup serves as a way to access information. An XML developer deals with nodes not characters of markup. The content of a source file is derived according to a data model for the markup. A processor performs all operations on the source node tree not on the input file directly. NNooddeess There are seven types of nodes: Root node / Element node Text node text() Attribute node @ Comment node comment() Processing instruction processing-instruction() Namespace node RRoooott NNooddee The root node has the following qualities: Only node in a tree without a parent Appears as the parent of the document element NNoottee The root is the parent of the outermost element. Has the value of the document element EElleemmeenntt NNooddee The element node has the following qualities: Single named node created in document order for each element Child of its parent node TechPubs Global, Inc. XPath 19 May have child content nodes that could be either text, elements, comments, or processing instruction nodes May have attached non-content nodes, such as attribute nodes or namespace declaration nodes. Note that these types of nodes are not considered child nodes of the element node. TTeexxtt NNooddee The text node has the following qualities: Single unnamed node created for a string of adjacent characters data that is not document markup Child of its parent node Never has any children nodes of any type NNoottee Text within comments and processing instructions is not captured within text nodes. AAttttrriibbuuttee NNooddee The attribute node has the following qualities: Single attribute node attached to an element node for each attribute specified in the start tag of that element Always attached to element nodes Has a name that is the name of the attribute Has a value that is the value of the attribute CCoommmmeenntt NNooddee The comment node has the following qualities: Single unnamed node created from a single comment Child of its parent node Never has any children nodes Has a value that is the content of the comment not including the opening and closing markup PPrroocceessssiinngg IInnssttrruuccttiioonn NNooddee The processing instruction node has the following qualities: Single named node created from a single processing instruction Child of its parent node 20 XML Basics and Authoring Never has any children nodes Has a value that is the content of the processing instruction following the whitespace after the name but not including the opening and closing markup NNaammeessppaaccee NNooddee The namespace node has the following qualities: Provides the definition of the URI to use in place of the namespace prefix Always attached to element nodes Never has any child nodes NNaavviiggaattiinngg tthhee XXPPaatthh NNooddee TTrreeee The following 13 axis specifiers allow you to move with in the XPath tree: NNoottee The double colon "::" immediately follows the use of an axis name. 1. ancestor:: The parent and its ancestors (the chain of parents up to and including the root) in reverse document order 2. ancestor-or-self:: The current node and its ancestors in reverse document order 3. attribute:: or (@) Attached attribute nodes in implementation-defined order 4. child:: or (nothing) Immediate child nodes in document order 5. descendant:: All descendent nodes (children and their children) in document order 6. descendant-or-self:: The current node and its descendent nodes in document order 7. following:: All nodes after the end of the current node in document order 8. following-sibling:: All following siblings of the current node in document order 9. namespace:: Attached namespace nodes in implementation-defined order 10. parent:: or (..) The parent node (or the attaching node for attached attribute and namespace nodes) 11. preceding:: All nodes wholly contained before the start of the current node in reverse document order NNoottee parent is excluded since it has its own axis specifier. 12. preceding-sibling:: All preceding nodes that are siblings of the current node in reverse document order 13. self:: The current node TechPubs Global, Inc. XPath 21 AAbbbbrreevviiaatteeddAAbbssoolluutteeLLooccaattiioonnPPaatthh AAbbbbrreevviiaatteeddAAbbssoolluutteeLLooccaattiioonnPPaatthh is an expression used to select all nodes in the document that satisfy some condition. SSyynnttaaxx // UUssaaggee The initial // indicates that the selection path starts at the document root. The path after the // indicates how the relative location then proceeds. EExxaammpplleess ////ffiigguurree selects all figure elements in the document ////cchhaapptteerr//ttiittllee selects all the title elements that have a chapter element as their parent AAbbbbrreevviiaatteeddRReellaattiivveeLLooccaattiioonnPPaatthh AAbbbbrreevviiaatteeddRReellaattiivveeLLooccaattiioonnPPaatthh is a shorthand way of requesting all the descendants of a node rather than just the immediate children. EExxaammpplleess cchhaapptteerr////ffoooottnnoottee selects all footnote elements that are descendants of a chapter element that itself is a child of the context node UUssiinngg PPrreeddiiccaatteess PPrreeddiiccaatteess are used to qualify an expression (for example, filter nodes). They are specifiable on any node set and appear in square brackets after the node test. version[3] or version[last()]; Predicates may be: A numeric value 22 XML Basics and Authoring version[3] Node set expression value spec[@released] Other expression value answer[count(guess)=5] XXPPaatthh FFuunnccttiioonnss The following standard functions are included in XPath and XSLT for use in expressions: llaasstt(()) Returns the value of the context size. When processing a list of nodes, if the nodes are numbered from one, last returns the last number. ppoossiittiioonn(()) Returns the value of the context position nnaammee(()) Returns the name of a node. In most cases, this is the name of the node as written in the original XML source document. ccoonnccaatt(()) Takes two or more arguments. Each of the arguments is converted to a string, and the resulting strings are joined together end-to-end and returned as the result. concat(month,' ',day,' ',year) ccoouunntt(()) Takes a node set as its parameter and returns the number of nodes present in the node set nnoott(()) Returns the negation of its argument. If the argument is true, it returns false; if the argument is false, it returns true. RReeaaddiinngg XXPPaatthh EExxpprreessssiioonnss The following examples show how you would interpret XPath expressions: ppaarraa matches all para children in the current context ppaarraa//eemmpphhaassiiss matches all emphasis elements that have a parent of para TechPubs Global, Inc. XPath 23 ppaarraa////eemmpphhaassiiss matches all emphasis elements that have an ancestor of para ////ttiittllee matches all title elements anywhere in the document ..////ttiittllee matches all title elements that are descendants of the current context iitteemm[[11]] matches the first item iitteemm[[ppoossiittiioonn(())==llaasstt(())]] matches the last item (in a given list) ffiigguurree[[ttiittllee]] matches figure elements that have title children ttooppiicc[[@@lleevveell==''bbaassiicc'']] matches topic elements with level attributes whose value is basic aauutthhoorr[[ffiirrssttnnaammee==""PPaauull""]] matches author elements that have firstname children with the content Paul aauutthhoorr//ffiirrssttnnaammee[[..==""PPaauull""]] matches firstname elements (1) that are children of author elements and (2) whose content is Paul lliisstt//iitteemm[[ppaarraa]] matches list items that contain at least one para element wwaarrnniinngg[[@@ttyyppee==''sseerriioouuss'']] matches warning elements with a type attribute whose value is serious 33 TTeecchhSSuuiittee TechSuite Oveview...................................................................................................................... 26 TechSuite System Structure ......................................................................................................... 26 TechSuite System Components.................................................................................................... 28 Manual Lifecycle ......................................................................................................................... 30 XML Basics and Authoring 25 26 XML Basics and Authoring TTeecchhSSuuiittee OOvveevviieeww TechPubs TechSuite is a system to create, edit, manage, publish and view manuals for the Airlines industry. These products use XML-oriented technology and supports industry standards. TechSuite augments Arbortexts line of XML authoring products. For the sake of clarity, products are referred to by TechSuite nomenclature. The following table explains the mapping between TechSuite and Arbortext products. TTeecchhSSuuiittee aanndd AArrbboorrtteexxtt AApppplliiccaattiioonnss TTeecchhSSuuiittee AArrbboorrtteexxtt TechAuthor Arbortext Editor TechRevManager Windchill TechPublisher none TechView none TechView Offline none TTeecchhSSuuiittee SSyysstteemm SSttrruuccttuurree TechSuite is composed of multiple components. Documents and manuals flow through the products. TechPubs Global, Inc. TechSuite 27 TTeecchhPPuubbss GGlloobbaall TTeecchhSSuuiittee TTeecchhAAuutthhoorr is the editor used to write and edit the manuals and individual XML files. TechAuthor interacts with TechRevManager to check the files into and out of the repository as they are drafted and updated. See Using TechAuthor on page 35. TTeecchhRReevv MMaannaaggeerr is the central content storage repository for all versions of manuals and graphics. See Using TechRevManager on page . The manual is burst into chunks and saved into the content repository. Each of the chunks is an independent document (object) within the content repository. When a document is checked out from TechAuthor and checked back in, the version of the document is incremented. The content respository stores all of the checked-in versions generated during the authoring process. TTeecchhPPuubblliisshheerr is the engine that publishes your manuals and pushes them to the libraries and servers on which you want them hosted. See Using TechPublisher on page . 28 XML Basics and Authoring The iinntteerrnnaall tteecchhnniiccaall lliibbrraarryy stores and organizes all draft revisions of a manual during development. When a technical writer finishes changes to the manual for a specific revision, the manual is released from content repository into the internal technical library. All of the revision history of the manuals appear in the internal library. The internal technical library is used by technical writers, reviewers, approvers, and administrators. They use the internal technical library content to preview, review, and approve manuals from TechView or TechEFB. An eexxtteerrnnaall tteecchhnniiccaall lliibbrraarryy is used to store the current effective revision of a manual. This is often used as a release library where only the current released information is provided to content consumers. The external technical library is used by pilots, flight operations, and maintenance personnel. The manuals in the external technical library are uploaded from the internal technical library by a library administrator. TTeecchhVViieeww is the viewing engine that renders the contents of either the internal or external technical library. See Using TechView on page . TTeecchhSSuuiittee SSyysstteemm CCoommppoonneennttss TechSuite includes the following applications: TTeecchhSSuuiittee AApppplliiccaattiioonnss AApppplliiccaattiioonnss//FFuunnccttiioonn DDeessccrriippttiioonn UUsseerrss TTeecchhAAuutthhoorr (requires Arbortext Editor) Authoring environment for all technical writers to make changes to manuals; installed on each technical writers computer Technical writer TTeecchhRReevvMMaannaaggeerr (requires Arbortext Content Manager) Central storage repository for all document content and graphics; installed on a server and accessed from a web browser Technical writer, administrator, manual owner, subject matter expert, approver TTeecchhPPuubblliisshheerr (requires Arbortext Publish Engine) Application to publish manuals to various output types; installed on a server and accessed from a web browser Technical writer, administrator TTeecchhVViieeww Application for viewing Technical writer, end user TechPubs Global, Inc. TechSuite 29 TTeecchhSSuuiittee AApppplliiccaattiioonnss ((ccoonnttiinnuueedd)) AApppplliiccaattiioonnss//FFuunnccttiioonn DDeessccrriippttiioonn UUsseerrss published manuals on laptop or desktop; installed on a server and accessed from a web browser NNoottee You can run multiple instances of TechView. Often an internal and external TechView are installed. TTeecchhEEFFBB Application for viewing published manuals on a mobile device; installed on a server and accessed from a mobile device such as an iPad Technical writer, end user TTeecchhCCoommppllyy Application for verifying that the manual content is in compliance with regulatory requirements; optional module in TechAuthor, TechPublisher, and TechView Technical writer, administrator TechSuite requires the following environment: TTeecchhSSuuiittee 44..44 EEnnvviirroonnmmeenntt PPrrooggrraamm VVeerrssiioonn//CCoommmmeennttss Windows XP and 7; client OS 2008 R2; server OS Arbortext Editor 6.0 M080 32-bit version for Windows XP 64-bit version for Windows 7 Arbortext Publishing Engine (PE) 6.0 M080 64-bit version 30 XML Basics and Authoring TTeecchhSSuuiittee 44..44 EEnnvviirroonnmmeenntt ((ccoonnttiinnuueedd)) PPrrooggrraamm VVeerrssiioonn//CCoommmmeennttss Arbortext Content Manager (ACM) 10.0 M040 Supports Oracle 11g and SQL Server 2008 database JDK 6 32-bit version for Windows XP 64-bit version for Windows 7 Tomcat 6.0.33 Included in the PE package and can be run on a 64-bit OS Used by TechPublisher, TechView, and TechEFB MMaannuuaall LLiiffeeccyyccllee The following sections walkthrough the revision lifecycles for a manual. RReevviissiioonn 00 oorr IInniittiiaall To run the lifecycle for the initial (0) revision: 1. Create or convert manual to XML. Content can be converted from Microsoft Word, Fra- meMaker, or another existing source. 2. Using TechAuthor, import the manual into TechRevManager. See Importing a Manual in- to TechRevManager on page . 3. Prepare the manual for release by doing the following: a. Check the full manual out from TechRevManager to TechAuthor. b. In TechAuthor, from the menu bar, select RRuunn NNeeww RReevviissiioonn RReeccoorrdd. c. In cases where you want to update all revision dates on elements which have revdate and revno attributes, from the menu bar, select RReevviissiioonn CClleeaarr CChhaannggee IInnffoorrmmaattiioonn. See Clearing Change Information on page 100. d. When managing page-based manuals, see Generating a List of Effective Pages on TechPubs Global, Inc. TechSuite 31 page 104. When managing section-based manuals, see Generating a List of Effective Sections on page 105 and Generating Section Revision Highlights on page 106. NNoottee If you do not want to store the LEP, LoES, and Revision Highlights in TechRevManager, skip the previous steps and run generate LEP, LoES, and Generate Revision Highlights against the released manual locally in TechAuthor after the document release. 4. From TechAuthor, check the manual into TechRevManager. 5. Release and publish the document by doing the following: a. Release the document from TechRevManager to TechPublisher. NNoottee If you want to generate the LEP, LoES, or Revision Highlights during this step, run document release in TechAuthor to the local disk. Then run generate LEP, Revision Highlights, or LoES. Once completed, upload the manual to TechPublisher for publishing. b. In TechPublisher, publish the manual. See Publishing from TechPublisher on page . NNoottee If there is a content problem, in TechRevManager, make changes to the copy of the manual not released. Then rerelease and publish the manual. Any changes made to the released copy of the manual do not appear in subsequent releases. 6. In TechRevManager, create a baseline. See Creating a Baseline on page . RReevviissiioonn 11 ttoo NN To run the lifecycle from revision 1 to N: 1. Prepare the manual by doing the following: a. In TechRevManager, in the current folder, revise the manual. A new version of all document objects are created, and the lifecycle state is set to In Work. b. In TechAuthor, clean your workspace 1 , or create a new one. 1. This function cleans out any previous revision of the document (object)s from the workspace. 32 XML Basics and Authoring c. Check the full manual out from TechRevManager to TechAuthor. NNoottee If you want to clear out all change information from the manual and add a new revision date and number, clear the change information in TechAuthor. See Clearing Change Information on page 100. 2. Make changes to the manual by doing the following: a. In TechAuthor, with Change Tracking enabled, make changes to the content. b. Go through the accept/reject change process. See Managing Changes on page 78. Change information is generated. c. Update the section attribute. See Updating Section Attributes on page 98. NNoottee At this stage, in TechAuthor, run Check Completeness to ensure the document object is still compliant to the DTD or schema. 3. From TechAuthor, check the manual into TechRevManager. NNoottee The change, review, and approve process is typically triggered by the change request workflow process. 4. Prepare the manual for release by doing the following: a. Check the full manual out from TechRevManager to TechAuthor. b. In TechAuthor, from the menu bar, select RRuunn NNeeww RReevviissiioonn RReeccoorrdd. c. In cases where you want to update all revision dates on elements which have revdate and revno attributes, from the menu bar, select RReevviissiioonn CClleeaarr CChhaannggee IInnffoorrmmaattiioonn. See Clearing Change Information on page 100. d. When managing page-based manuals, see Generating a List of Effective Pages on page 104. When managing section-based manuals, see Generating a List of Effective Sections on page 105 and Generating Section Revision Highlights on page 106. NNoottee If you do not want to store the LEP, LoES, and Revision Highlights in TechRevManager, skip the previous steps and run generate LEP, LoES, and Generate Revision Highlights against the released manual locally in TechAuthor after the document release. TechPubs Global, Inc. TechSuite 33 5. Release and publish the document by doing the following: a. Release the document from TechRevManager to TechPublisher. NNoottee If you want to generate the LEP, LoES, or Revision Highlights during this step, run document release in TechAuthor to the local disk. Then run generate LEP, Revision Highlights, or LoES. Once completed, upload the manual to TechPublisher for publishing. b. In TechPublisher, publish the manual. See Publishing from TechPublisher on page . NNoottee If there is a content problem, in TechRevManager, make changes to the copy of the manual not released. Then rerelease and publish the manual. Any changes made to the released copy of the manual do not appear in subsequent releases. 6. In TechRevManager, create a baseline. See Creating a Baseline on page . 44 UUssiinngg TTeecchhAAuutthhoorr TechAuthor Overview................................................................................................................... 36 Authoring Basics ......................................................................................................................... 36 Creating a New Document ........................................................................................................... 41 Inserting Markup ......................................................................................................................... 45 Working with Attributes ................................................................................................................ 53 Managing Content ....................................................................................................................... 55 Managing Airline Data.................................................................................................................. 72 Managing Changes ..................................................................................................................... 78 Revision Management ................................................................................................................. 90 XML Basics and Authoring 35 36 XML Basics and Authoring TTeecchhAAuutthhoorr OOvveerrvviieeww TechAuthor, the editing and authoring component of TechSuite, is the primary tool used for editing and authoring structured content and manipulating the associated metadata, such as change revisions, compliance, and effectivity. TechAuthor connects with content repositories to access versioned XML, images, and documents. TechAuthor is used to manage and insert compliance elements, revision elements, effectivity, and phase of flight elements into content. In addition to composing the manual itself, TechAuthor can also prepare front matter summaries, such as: Revision Record List of Effective Sections List of Effective Pages Section Revision Highlights Page Revision Highlights AAuutthhoorriinngg BBaassiiccss The following sections summarize some basic authoring topics for TechAuthor. EEnnaabblliinngg FFuullll MMeennuuss To reveal all menus in TechAuthor: 1. From the menu bar, select TToooollss PPrreeffeerreenncceess. The Preferences dialog box opens. 2. Under Category, select WWiinnddooww. The window options appear. WWiinnddooww OOppttiioonnss TechPubs Global, Inc. Using TechAuthor 37 3. Under Show, select FFuullll MMeennuuss. NNoottee When not selected, the short menus list only displays the most frequently-used menu commands. 4. Click OOKK. The settings are applied, and all menus and menu items appear. SShhoowwiinngg tthhee CCoommmmaanndd LLiinnee To use command shortcuts in TechAuthor, you must enable the command line in the interface. 1. From the menu bar, select TToooollss PPrreeffeerreenncceess. The Preferences dialog box appears. 2. Under Category, select WWiinnddooww. The window options appear on the right. 3. Under Show, select the CCoommmmaanndd LLiinnee check box. 4. Click OOKK. The Command Line appears at the bottom of the TechAuthor window. KKeeyybbooaarrdd SShhoorrttccuuttss The following tables list keyboard shortcuts for common tasks: EEddiittiinngg FFuunnccttiioonnss KKeeyyssttrrookkee FFuunnccttiioonn CTRL+D Modifies attributes ALT+SHIFT+A Retrieves information about the current character CTRL+SHIFT+X Deletes markup NNoottee This function deletes backwards and contin- ues to do so until deletion would make the markup out of context. ALT+SHIFT+Up or Down Arrow Scrolls five lines up or down SHIFT+RIGHT-CLICK Collapses expand current tag CTRL+0 Expands all 38 XML Basics and Authoring EEddiittiinngg FFuunnccttiioonnss ((ccoonnttiinnuueedd)) KKeeyyssttrrookkee FFuunnccttiioonn HYPHEN Cycles through hyphens, en-dashes, and em- dashes CTRL+A Selects entire document CTRL+C Copies highlighted region to buffer (replac- ing buffer contents) CTRL+X Cuts highlighted region to buffer (replacing buffer contents) CTRL+E Selects element content CTRL+V Pastes buffer contents CTRL+Y Performs the reversed action again or re- peats the last command CTRL+Z Undoes the last operation SHIFT+F3 Cycles through cases for the selected con- tent. For example, lowercase, Title Case, UPPERCASE, and so on. CTRL+DELETE Deletes the next word CTRL+BACKSPACE Deletes the previous word ALT+DELETE Deletes to end of line CTRL+CLICK Selects the sentence under the pointer ALT+CLICK Collapses or expands element content TTaabbllee EEddiittiinngg KKeeyyssttrrookkee FFuunnccttiioonn F9 Inserts a row above SHIFT+F9 Inserts a row below CTRL+F9 Inserts a column to the left CTRL+SHIFT+F9 Insert a column to the right F11 Deletes the row with the cursor or the se- lected row(s) CTRL+F11 Deletes the column with the cursor or the se- lected column(s) TechPubs Global, Inc. Using TechAuthor 39 TTaabbllee EEddiittiinngg ((ccoonnttiinnuueedd)) KKeeyyssttrrookkee FFuunnccttiioonn ALT+F9 Selects the cell with the cursor ALT+SHIFT+F9 Selects the row with the cursor ALT+CTRL+F9 Selects the column with the cursor ALT+5 Selects the whole table F11 Spans the selected cells ALT+SHIFT+F11 Unspans the cells if previously merged FFiinnddiinngg TTeexxtt aanndd TTaaggss KKeeyyssttrrookkee FFuunnccttiioonn CTRL+F Opens the Find/Replace dialog box CTRL+SHIFT+F Finds the next instance ALT+SHIFT+F Finds the selection forward ALT+Left Arrow Finds element start tag ALT+Right Arrow Finds element end tag CTRL+Shift+(level #) In the Document Map view, collapses to the specified level. NNoottee This change is undone when a file is checked in or out of the repository. MMaarrkkuupp KKeeyyssttrrookkee FFuunnccttiioonn CTRL+M Opens the Insert Markup toolbar list CTRL+SHIFT+M Opens the Insert Markup dialog box CTRL+SHIFT+X Deletes the selected markup or markup with the cursor CTRL+D Opens the Modify Attributes dialog box ENTER Opens the Quick Tags menu NNoottee For markup shortcuts, the cursor must be in between or to the right of the tag. 40 XML Basics and Authoring AAcccceenntt MMaarrkkss aanndd SSyymmbboollss KKeeyyssttrrookkee SSyymmbbooll oorr AAcccceenntt EExxaammppllee ALT+' acute
ALT+ bar under
ALT+[ breve ALT+< caron
ALT+ cedilla
ALT+^ circumflex ALT+. dot over ALT+, dot under
ALT+` grave
ALT+# double acute ALT+- macron
ALT+@ ring ALT+~ tilde ALT+ umlaut CCoommmmaanndd SShhoorrttccuuttss The following table lists command shortcuts for common tasks: CCoommmmaanndd AAccttiioonn edit current untagged Switches the view to edit in XML code edit current xml Switches the view to edit in Arbortext tagging doc_flatten Flattens all objects in the document TechPubs Global, Inc. Using TechAuthor 41 CCrreeaattiinngg aa NNeeww DDooccuummeenntt The New Document dialog box allows you to launch a new document in any of the doctypes defined in your environment. NNeeww DDooccuummeenntt DDiiaalloogg BBooxx The Category pane on the left displays the document type categories; the Type pane on the right displays the associated template or samples available for that document type. The options on the bottom of the dialog box determine whether you launch a template or sample version of that type. CCoonnffiigguurriinngg NNeeww OOppttiioonnss To manage the template and sample files available for selection on the New Document dialog box: 1. From the menu bar, select TToooollss PPrreeffeerreenncceess. 2. Click AAddvvaanncceedd. 3. Select the nneewwlliisstt preference. 42 XML Basics and Authoring 4. Click EEddiitt. The New List Configuration dialog box opens. NNeeww LLiisstt CCoonnffiigguurraattiioonn DDiiaalloogg BBooxx 5. Click AAdddd. The Select DTD/Schema dialog box opens. 6. Navigate to and select the DTD or schema file. 7. Click OOppeenn. The DTD or schema is added to the New dialog box. 8. From the Category or Type list, select an existing entry. 9. Click EEddiitt. The Edit Preference dialog box opens. 10. Click BBrroowwssee, and navigate to and select a new file. 11. Click OOKK. The preference is updated. 12. Click OOKK. The Edit Preferences dialog box closes. 13. Click CClloossee. The Advanced Preferences dialog box closes. 14. Click OOKK. The Preferences dialog box closes. TechPubs Global, Inc. Using TechAuthor 43 CCrreeaattiinngg aa NNeeww TTeemmppllaattee To draft a new template: NNoottee Currently, this function is special for only airbusflightops manuals. 1. From the menu bar, select FFiillee NNeeww. The New Document dialog box opens. 2. From the Category list, select tteecchhuusseerr. The Type list populates with applicable document types. TTyyppee LLiisstt 3. From the Types list, select AAiirrbbuuss FFlliigghhtt OOppss. 4. At the bottom of the dialog box, select TTeemmppllaattee. 5. Click OOKK. The document template launches in Arbortext. CCrreeaattiinngg aa NNeeww SSaammppllee To draft a new sample: 44 XML Basics and Authoring NNoottee Currently, this function is only available for airbusflightops manuals. 1. From the menu bar, select FFiillee NNeeww. The New Document dialog box opens. 2. From the Category list, select tteecchhuusseerr. The Type list populates with applicable document types. TTyyppee LLiisstt 3. From the Types list, select AAiirrbbuuss FFlliigghhtt OOppss. TechPubs Global, Inc. Using TechAuthor 45 4. At the bottom of the dialog box, select SSaammppllee. 5. Click OOKK. The document sample launches in Arbortext. SSaammppllee DDooccuummeenntt IInnsseerrttiinngg MMaarrkkuupp There are several ways to insert markup in your document: Inserting Markup Using the Toolbar on page 46 Inserting Markup Using the Dialog Box on page 47 Inserting Markup Using Quick Tags on page 49 46 XML Basics and Authoring IInnsseerrttiinngg MMaarrkkuupp UUssiinngg tthhee TToooollbbaarr To add markup to your document with the toolbar button: 1. In the document, place your cursor at the target location. 2. On the toolbar, click IInnsseerrtt MMaarrkkuupp. The Insert Element list appears, showing all elements valid for your cursor location. If no choices appear in the list, markup tags are not valid for insertion in the current context. IInnsseerrtt EElleemmeenntt LLiisstt NNoottee You can also open this list by pressing CTRL+M. 3. From the list, select an element. The element appears at your cursor location. TechPubs Global, Inc. Using TechAuthor 47 IInnsseerrttiinngg MMaarrkkuupp UUssiinngg tthhee DDiiaalloogg BBooxx To add markup to your document with the dialog box: 1. In the document, place your cursor at the target location. 2. From the menu bar, select IInnsseerrtt EElleemmeenntt. The Insert Element dialog box appears, showing all elements valid for your cursor location. If no choices appear in the list, markup tags are not valid for insertion in the current context. IInnsseerrtt EElleemmeenntt DDiiaalloogg BBooxx 3. From the list, select an element. 4. Click IInnsseerrtt. The element appears at your cursor location. NNoottee The dialog box can remain open while you continue to insert markup in more than one place. 5. When completed, click CClloossee. UUssiinngg QQuuiicckk TTaaggss QQuuiicckk TTaaggss allow you to insert elements into your document without having to access using the toolbar or dialog box. 48 XML Basics and Authoring Quick Tags appear in a popup list of elements at the location of your cursor when you press ENTER. The contents of the Quick Tags is context-sensitive, based on the position of your cursor in your document. QQuuiicckk TTaaggss LLiissttss When there is no horizontal dividing line in the Quick Tags list, the list contains only child elements of the tag for the cursor location. For example, your cursor location is not at an end tag when you press ENTER. The list of elements is the same list you would get when using the toolbar button or dialog box to insert markup. UUnnddiivviiddeedd QQuuiicckk TTaaggss LLiisstt When the Quick Tags popup is divided by a horizontal line, the section below the line contains a list of the child elements that are valid to insert within the element in which your cursor is located. The section above the line are other valid elements that you might want to insert after the current element. This list contains parent elements that correspond to the series of uninterrupted end tags in the document map at this location. For example, the following figure shows a portion of the document map with the cursor at the end of content in a para element. The <para> element is inside a listitem element, which is inside an itemizedlist element. EExxaammppllee CCoonntteexxtt The corresponding Quick Tags list incorporates all these parent elements above the horizontal line. TechPubs Global, Inc. Using TechAuthor 49 DDiivviiddeedd QQuuiicckk TTaaggss LLiisstt Notice there are four choices above the horizontal line. para split inserts another para element right after the para where the cursor is located. For example, if you are creating a bulleted list, this choice adds a second paragraph in the list item with which you are currently working. listitem after para, listitem inserts another listitem element inside the itemizedlist element. This choice adds another bullet item to your bulleted list. itemizedlist after para, listitem, itemizedlist inserts another itemizedlist element after the existing one. This choice adds a second bulleted list to follow the list you already made. para after para, listitem, itemizedlist, para inserts another para element after the one at the bottom of the hierarchy shown. This means you have completed the bulleted list(s), and you want to add a paragraph after the paragraph that contains those lists to continue on with your document. Below the horizontal line is a list of all the elements that are valid within the para element where the cursor is located. If this list is long, you are able to scroll through it to make your selection. IInnsseerrttiinngg MMaarrkkuupp UUssiinngg QQuuiicckk TTaaggss To add markup to your document with Quick Tags: 1. In the document, place your cursor at the target location. 2. Press ENTER. The Quick Tags list appears. 3. Select an element from the list. NNoottee You can use the keyboard keys to navigate and select in the list. 50 XML Basics and Authoring If tag display is on, the tag appears in your document. If tag display is off, the tag prompt appears (a gray box with the name of the element inside it). 4. Press ENTER again, and make another selection from the Quick Tags list. MMaannaaggiinngg TTaaggss TechAuthor provides several features for managing the tags (elements) within your document. CChhaannggiinngg aann EElleemmeenntt Changing an element (tag) is a subset of changing markup. This feature allows you to changes the type of markup located to the left of the cursor to another tag that is permitted at that location. To change the current element: 1. Place your cursor within the element, or select the element. 2. Do one of the following: From the menu bar, select EEddiitt CChhaannggee MMaarrkkuupp. On the toolbar, click CChhaannggee MMaarrkkuupp. The Change Markup dialog box appears with the element name in the title bar. CChhaannggee MMaarrkkuupp DDiiaalloogg BBooxx 3. (Optional) Use the MMooddee drop-down menu to set the appropriate markup type. TechPubs Global, Inc. Using TechAuthor 51 4. From the list, select the new element type. 5. Click OOKK. The element is changed in the document. SSpplliittttiinngg aa TTaagg As you create your document, you might need to separate the contents of a tag. To do so, you need to split the tags. To split a tag into two tags: 1. In your document, place the cursor where you want to separate the contents. 2. Do one of the following: From the menu bar, select EEddiitt SSpplliitt [[ttaagg]] eelleemmeenntt, where [tag] is the name of the tag containing the cursor that will be affected by the split operation. Press ENTER, and from the Quick Tags list, select [[ttaagg]] sspplliitt. Press CTRL+J. The tag separates into two tags of the same type at the cursor point. JJooiinniinngg TTaaggss As you create your document, you might need to unite the contents of two adjacent tags with the same structure, such as two paragraphs or two sections. To do so, you need to join the tags. To join two adjacent tags of the same type: 1. In your document, place the cursor between the two tags of the same type to join. NNoottee You can also select the two or more adjacent tags. Your selection should completely contain the tags you want to join, and the tags must be of the same type. 2. Do one of the following: From the menu bar, select EEddiitt JJooiinn [[ttaagg]] elements, where [tag] is the name of the selected tags that will be affected by the join operation. Press CTRL+SHIFT+J. The indicated tags merge into one. CCrreeaattiinngg aa TTaagg TTeemmppllaattee The tag template features allows you to create a shortcut to consistent and frequently used sets of tags or text. Tag templates can be used to create sets of instructions or a partially completed list that you want to use repeatedly. 52 XML Basics and Authoring The environment variable APTTAGTPLDIR specifies the path for the tag template directory. To create a tag template: 1. In your document, create the tags you want to template. 2. Select the tags. 3. From the menu bar, select TToooollss TTaagg TTeemmppllaatteess. The Tag Templates dialog box opens. TTaagg TTeemmppllaatteess DDiiaalloogg BBooxx NNoottee If you wanted to select an existing tag template, under Templates, select the template, and click Insert. 4. Click NNeeww. The New Tag Template dialog box opens with your tag selection displayed. 5. In the NNaammee field, type a name for the template. 6. In the SSttoorree tteemmppllaattee iinn field, type or select the folder in which to save the template. NNoottee You can save these templates to a shared location to allow multiple users to access them. 7. Click OOKK. The template is created and appears in the Templates list on the Tag Templates dialog box. 8. To insert the tag template, under Templates, select the new template. TechPubs Global, Inc. Using TechAuthor 53 9. Click IInnsseerrtt. The tag template appears in your document. The Tag Templates dialog box remains open for you to insert multiple templates. 10. When completed, click CClloossee. WWoorrkkiinngg wwiitthh AAttttrriibbuutteess The following sections describe managing attributes. MMooddiiffyyiinngg AAttttrriibbuutteess The Modify Attributes dialog box lists the attributes associated with the current tag, as defined in the DTD or schema. To change the attributes of an element: 1. In the document, place your cursor within the target element. 2. Do one of the following: 54 XML Basics and Authoring On the toolbar, click MMooddiiffyy AAttttrriibbuutteess. Press CTRL+D. The Modify Attributes dialog box appears with a cursor in the first required attribute. MMooddiiffyy AAttttrriibbuutteess DDiiaalloogg BBooxx 3. Define or update the attributes as needed. 4. Click OOKK. The attributes are applied to the element. If you have not defined all required attributes, a warning message appears. RReeppllaacciinngg AAttttrriibbuutteess The Replace Attributes dialog box allows you to search contextually for elements and their attributes. You can then replace specific attribute values or any attribute value with a new value or no value. NNoottee The Replace Attribute dialog box also works with profile attributes. TechPubs Global, Inc. Using TechAuthor 55 To change an attribute: 1. From the menu bar, select FFiinndd RReeppllaaccee AAttttrriibbuuttee. The Replace Attribute dialog box appears. RReeppllaaccee AAttttrriibbuuttee DDiiaalloogg BBooxx 2. Under Find, complete the following fields; a. From the AAttttrriibbuutteess drop-down menu, select or type the attribute value to update. b. In the VVaalluuee field, type the existing entry. c. (Optional) From the OOnn TTaaggss drop-down menu, select the tags on which the attribute appears. d. (Optional) From the WWiitthhiinn TTaaggss drop-down menu, select the tag which appears as a parent to the element within which the attribute appears. 3. Under Replace With, in the VVaalluuee field, type the replacement entry. 4. Under Value Search Options, select the search parameters 5. Under Direction, select the way in which to search the document for the attribute. 6. Click FFiinndd NNeexxtt. The search highlights the next appearance of the attribute in the document. 7. To switch attribute values to the newly defined value, click RReeppllaaccee or RReeppllaaccee AAllll. 8. When completed, click CClloossee or CCaanncceell. MMaannaaggiinngg CCoonntteenntt In XML, content is formatted when the stylesheet is applied during output. However, you define how your content appears in the output by the tags (elements) you use. For example, you can format your content into a table output by using the appropriate tags. TechAuthor has several features to streamline this part of authoring. 56 XML Basics and Authoring WWoorrkkiinngg wwiitthh TTaabblleess TechAuthor provides a set of tools for inserting, displaying, and editing tables. CCrreeaattiinngg aa TTaabbllee To include a table in your document: 1. In the document, place your cursor at a valid location for a table. For example, just inside a paragraph end tag. 2. From the menu bar, select IInnsseerrtt TTaabbllee. The Insert Table dialog box appears. IInnsseerrtt TTaabbllee 3. Specify the number of rows and columns. 4. Click OOKK. The table appears in your document. NNoottee Many DTDs also include a table element. You can create a table using an element by inserting markup (see Inserting Markup on page 45) or using Quick Tags (see Inserting Markup Using Quick Tags on page 49). TTaabbllee TToooollbbaarr The table toolbar contains buttons that access table editing options and functions. TTaabbllee TToooollbbaarr BBuuttttoonnss BBuuttttoonn FFuunnccttiioonn Inserts a new row below the cell containing the cursor F9 Inserts a new row above the cell containing the cursor SHIFT+F9 Inserts a new column to the right of the cell containing the cursor. Not appli- cable to custom tables. CTRL+F9 TechPubs Global, Inc. Using TechAuthor 57 TTaabbllee TToooollbbaarr BBuuttttoonnss ((ccoonnttiinnuueedd)) BBuuttttoonn FFuunnccttiioonn Inserts a new column to the left of the cell containing the cursor. Not applica- ble to custom tables. CTRL+SHIFT+F9 Deletes the row containing the cursor F11 Deletes the column containing the cursor. Not applicable to custom tables. CTRL+F11 Combines two or more selected cells. The contents of the cells are preserved and distributed across the newly spanned cell. Not applicable to custom tables. ATL+F11 Splits cells which have been spanned. Any content is placed in the upper left most cell. Not applicable to custom tables. ATL+SHIFT+F11 Aligns cell content with the top border of the cell. Not applicable to custom tables. Aligns cell content vertically to the center of the cell. Not applicable to cus- tom tables. Aligns cell content with the bottom border of the cell. Not applicable to cus- tom tables. Aligns cell content to the left margin of the cell. Not applicable to custom tables. Aligns cell content horizontally to the center of the cell. Not applicable to custom tables. Aligns cell content to the right margin of the cell. Not applicable to custom tables. Distributes cell content horizontally to align with both the left and right mar- gins of the cell. Not applicable to custom tables. Cycles through the tag display options for table markup Changes the way selected borders are displayed in the document. Not appli- cable to custom tables. 58 XML Basics and Authoring TTaabbllee TToooollbbaarr BBuuttttoonnss ((ccoonnttiinnuueedd)) BBuuttttoonn FFuunnccttiioonn Changes the font characteristics for text in selected cells Inserts shading (a background color) at the cursor's location. Clicking the down arrow displays a shading palette from which you can select a color. Not applicable to custom tables. To set the table toolbar to disappear when a table is not active, from the menu bar, select TToooollss PPrreeffeerreenncceess. Under Category, select Window; then select the Table Toolbar Only When Table is Active check box. SSppeecciiffyyiinngg FFiixxeedd RRooww HHeeiigghhtt To limit the row(s) in your table to a set height: 1. In your document, place your cursor within the table in a cell of the applicable row. 2. Do one of the following: From the menu bar, select TTaabbllee TTaabbllee PPrrooppeerrttiieess. Right-click, and select TTaabbllee PPrrooppeerrttiieess. The Table Properties dialog box opens. 3. Click the RRooww tab. The Row tab appears. 4. Under Height, select FFiixxeedd. TechPubs Global, Inc. Using TechAuthor 59 5. In the field, type the value and unit of measurement for the height. For example, 2.5in. 6. Click OOKK. The row height is fixed at the defined value. The height measurements appear in the ruler along the left. RRooww HHeeiigghhtt NNoottee The row height value appears in red if the content of the cell exceeds the designated height. MMooddiiffyyiinngg CCeellll BBoorrddeerrss To adjust the cell borders that appear on your table: 1. In your document, do one of the following: To affect the borders on the entire table, place your cursor within the table. To affect the borders of just a portion of the table, select the applicable rows and/or cells. 2. Do one of the following: 60 XML Basics and Authoring From the menu bar, select TTaabbllee MMooddiiffyy BBoorrddeerrss. On the toolbar, click MMooddiiffyy BBoorrddeerrss. Right-click, and select MMooddiiffyy BBoorrddeerrss. The Modify Borders dialog box opens. MMooddiiffyy BBoorrddeerrss 3. Under Presets, select the applicable button. 4. If you did not make a selection in the table, from the AAppppllyy TToo drop-down menu, select TTaa-- bbllee or CCeellll. 5. Click OOKK. The specified borders are applied to the table. SSppaannnniinngg TTaabbllee CCeellllss To combine one or more cells in a table: 1. In the table, select the cells to combine. You may select several cells vertically, horizon- tally, or a combination of both. 2. Do one of the following: TechPubs Global, Inc. Using TechAuthor 61 From the menu bar, select TTaabbllee SSppaann CCeellllss. On the toolbar, click SSppaann CCeellllss. Press ALT+F11. The cells merge, and the contents of the spanned cells are preserved and distributed across the newly combined cell. 3. To separate spanned cells, selected the spanned cell. 4. Do one of the following: From the menu bar, select TTaabbllee UUnnssppaann CCeellllss. On the toolbar, click UUnnssppaann CCeellllss. Press ALT+SHIFT+F11. The cells separate, and the combined contents appears in the upper left cell. CCoonnvveerrttiinngg RRoowwss For tables that span page boundaries, header rows print at the top of each page, and footer rows print at the bottom of each page. Text in header rows is automatically converted to bold. To convert a body row to a header or footer row: 1. In the table, select the row(s) to convert. 2. From the menu bar, select TTaabbllee CCoonnvveerrtt ttoo HHeeaaddeerr RRooww or CCoonnvveerrtt ttoo FFooootteerr RRooww. If not already at the top of the table, the selected rows appear in the header/footer region at the top of the table. NNoottee According to the OASIS Exchange and HTML table models, header rows must be at the top of the table, and footer rows must occur directly after them. When you convert body rows to header or footer rows, they are moved to the top of the table and placed with the other header and footer rows. DDiissttrriibbuuttiinngg TTaabbllee CCoolluummnnss EEvveennllyy The TTaabbllee DDiissttrriibbuuttee CCoolluummnnss EEvveennllyy option adds up the total width of the selected columns (or all columns in the table if there is no selection) and redistributes the width evenly to each column in the selection. You only need to select one (or more) cells from a column to include it in the selection. The whole column does not have to be selected, and the rule for the selection is the same even if the selection is discontinuous. 62 XML Basics and Authoring All affected columns end up with the exact same width, including units. If all affected columns have the same unit, that unit is used, and the resulting dimension is the average of all the initial widths. If the columns widths use different units, the unit used by the column with the cursor is the resulting unit. The other units widths are first converted to the resulting unit; then the average is computed. NNoottee If all columns in a table are being redistributed and all use proportional widths. In that case, all widths are just reset to 1.00*. WWoorrkkiinngg wwiitthh LLiissttss Similar to tables, TechAuthor provides a set of tools for inserting and editing lists. LLiisstt TToooollbbaarr List authoring in TechAuthor attempts to mimic Microsoft Word behavior for lists where possible within the constraints of an XML document type. NNoottee These buttons are enabled only if the current document type supports a numeric or bulleted list block element. In the DCF file, the configuration of list and list items in the document type determines the buttons on the list toolbar in TechAuthor. LLiisstt TToooollbbaarr BBuuttttoonnss TToooollbbaarr BBuuttttoonn TToooollttiipp DDeessccrriippttiioonn Numeric List Invokes the NumericList alias, which is mapped to the _list::numeric_list function Bulleted List Invokes the BulletedList alias, which is mapped to the _list::bulleted_list function TechPubs Global, Inc. Using TechAuthor 63 LLiisstt TToooollbbaarr BBuuttttoonnss ((ccoonnttiinnuueedd)) TToooollbbaarr BBuuttttoonn TToooollttiipp DDeessccrriippttiioonn Promote Item Invokes the PromoteListItem alias, which attempts to promote one or more list items. Enabled only if all of the following condi- tions are true: Caret is positioned within a list item in a nested list block or a selection that con- sists of one or more items within a nested list block. If no selection exists, the caret must be positioned within the first block element of a list item. If a selection exists, it must contain the first block element of a list item or exist within the first block element of an item. Demote Item Invokes the DemoteListItem alias, which attempts to demote one or more list items. Enabled only if all of the following condi- tions are true: Caret is positioned within a list item that succeeds another item or a selection ex- ists that consists of one or more items that succeed another item. If no selection exists, the caret must be positioned within the first block element of a list item. If a selection exists, it must contain the first block element of a list item or exist within the first block element of an item. LLiisstt AArrbboorrtteexxtt CCoommmmaanndd LLaanngguuaaggee FFuunnccttiioonnss The following Arbortext Command Language (ACL) functions affect list functionality. 64 XML Basics and Authoring NNeeww AACCLL FFuunnccttiioonnss FFuunnccttiioonn DDeessccrriippttiioonn __lliisstt::::ccaarreett__wwiitthhiinn__lliisstt (doc = current_doc()) If the caret is currently positioned within a list block, this function returns 1. Otherwise, it returns 0. __lliisstt::::sspplliitt__lliisstt(doc = cur- rent_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, this function attempts to split the list block into two blocks and returns -1. If the attempt should fail for some reason, a message appears. __lliisstt::::sspplliitt__lliisstt__iitteemm(doc = current_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, this function attempts to split the current list block child within the list block into two blocks and returns -1. If the attempt should fail for some reason, a message appears. __lliisstt::::jjooiinn__bbaacckkwwaarrdd(doc = current_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, if the caret is positioned with- in a list block child and a preceding list block child exists, this function attempts to join the two list block children. If no preceding list block child exists but another list block precedes this block, this function attempts to join the two list blocks. For either attempt, this function returns -1. If either attempt should fail for some reason, a message appears. __lliisstt::::jjooiinn__ffoorrwwaarrdd(doc = current_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, if the caret is positioned with- in a list block child and a succeeding list block child exists, this function attempts to join the two blocks. If no succeed- ing list block child exists but another list block succeeds this list block, this function attempts to join the two blocks. For either attempt, this function returns -1. If either attempt should fail for some reason, a message appears. __lliisstt::::ddeemmoottee(doc = cur- rent_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, this function attempts to de- mote the current list item and returns -1. If the attempt should fail, a message appears. __lliisstt::::pprroommoottee(doc = cur- rent_doc()) If the current caret position is not within a list block, this function returns 0. Otherwise, this function attempts to pro- mote the current list item and returns -1. If the attempt should fail, a message appears. TechPubs Global, Inc. Using TechAuthor 65 MMooddiiffiieedd AACCLL FFuunnccttiioonnss FFuunnccttiioonn DDeessccrriippttiioonn __lliisstt::::nnuummeerriicc__lliisstt(doc = current_doc()) The result of this ACL function is the same, either create a new numeric list or convert an existing list to numeric list within the current document. If this function is invoked, based on the current document caret position or selection, one of the following numeric list operations can be at- tempted. See the associated sections for more information. Apply List Block Style Remove List Block Style Convert List Block Style Remove List Block Child Style Convert List Block Child style __lliisstt::::bbuulllleetteedd__lliisstt(doc = current_doc()) The result of this ACL function is the same, either create a new bulleted list or convert an existing list to bulleted list within the current document. If this function is invoked, based on the current document caret position or selection, one of the following bulleted list operations can be at- tempted. See the associated sections for more information. Apply List Block Style Remove List Block Style Convert List Block Style Remove List Block Child Style Convert List Block Child style lliisstt__ttaagg(tagname[,doc = cur- rent_doc()]) This function returns 1 (true) if the tag named tagname is declared as a list block in the DCF file for the document type associated with doc. If doc is omitted or 0, the current document is used. In the DCF file, a tag may be declared as a list block in the ElementOptions section or in the Lists section. This function returns 1 (true) if the tag is declared in either section. 66 XML Basics and Authoring MMooddiiffiieedd AACCLL FFuunnccttiioonnss ((ccoonnttiinnuueedd)) FFuunnccttiioonn DDeessccrriippttiioonn iitteemm__ttaagg(tagname[,doc = current_doc()]) This function returns 1 (true) if the tag named tagname is declared as a list item in the DCF file for the document type associated with doc. If doc is omitted or 0, the current docu- ment is used. In the DCF file, a tag may be declared as a list item in the ElementOptions section or in the Lists section. This function returns 1 (true) if the tag is declared in either section. __rreettuurrnn::::nneexxtt__llooggiiccaall__rree-- ttuurrnn(() __rreettuurrnn::::ddiissppllaayy__mmeennuu ((mmeennuuiitteemm[[]], mmeennuummoovvee [[]], mmeennuuggrraayy[[]], nnaabboovvee) __rreettuurrnn::::mmoovvee__aanndd__iinnsseerrtt ((ttaaggiinnsseerrtt, nnmmoovvee) These functions are called upon execution of the Quick- Tags alias. CCooppyyiinngg aanndd PPaassttiinngg Formerly, word processing or browser information copied to the Windows clipboard could only be pasted into TechAuthor as plain text. All implied structuresuch as titles, tables, graphics, footnotes, and index termswere lost in a stream of non-delineated PCDATA. TechAuthors standard copy/paste behavior has been enhanced when the source information comes from: Microsoft Word Adobe FrameMaker HTML browsers Plain text TechPubs Global, Inc. Using TechAuthor 67 Now, TechAuthor attempts to interpret the formatting and translate it into the proper tags. If unsuccessful or considered invalid at the insertion, the Invalid Paste Structure dialog box appears. IInnvvaalliidd PPaassttee SSttrruuccttuurree DDiiaalloogg BBooxx The XML markup created out of the box, for both installed doctypes and custom doctypes, is completely dependent on the robustness of the DCF file and, for additional enhancements, Styler stylesheets because the target markup depends on these doctype definitions to determine desirable markup for paragraphs, titles, lists, tables, graphics, and other basic element options. If you wish to customize copy/paste markup, use the Arbortext Import Map Template Editor included in Arbortext Architect to create more specific markup from clipboard data. CClliippbbooaarrdd FFoorrmmaatt PPrreecceeddeennccee Since many applications, especially Microsoft applications, use more than one of the formats supported by CopyPaste, there is a particular order controlling how data is converted to XML markup. 68 XML Basics and Authoring CClliippbbooaarrdd PPrreecceeddeennccee FFoorrmmaatt DDeessccrriippttiioonn MIF Since MIF is the most unique format and is only created by Frame- Maker, if MIF data is found first in the clipboard list it is processed using an Import MIF driver. Adobe always puts MIF data before RTF, so this ensures precedence barring a change of behavior in FrameMaker. RTF RTF takes second in the order of precedence. Microsoft Word and Excel and Outlook plain text email messages place RTF data ahead of HTML in the clipboard list, so this ensures we default to RTF. HTML HTML is third in the order of precedence. Web browsers use HTML as the primary clipboard format. Internet Explorer and HTML-for- matted email windows in Outlook place the HTML format ahead of RTF on the clipboard. Unicode text If none of the previous formats are found, Unicode text is used. By default, the paste operation does not use Smart CopyPaste. To paste multiple paragraphs, you can use the Paste Special dialog box to paste as paragraphs (or most other paste as types). ANSI text (8bit) Plain ANSI text takes the last priority. If none of the previous for- mats are found, 8-bit text is used. By default, the paste operation does not use Smart CopyPaste. To paste multiple paragraphs, you- can use the paste special dialog box to paste as paragraphs (or most other paste as types). PPaasstteeaabbllee EElleemmeennttss The types of elements supported in a smart paste operation are defined by two things: 1. On the source side, there are the constructs (or objects) that have clear definitions in Microsoft Word. Word can be considered the full set, while the other formats are generally subsets of the Word superset 2. On the destination side, there are the elements that can be defined in a DCF file or Styler stylesheet and related to the source objects. Some types of data are explicitly defined in terms of their structure; in other words, there is usually no ambiguity. Other types of data imply structure that may or may not reflect the desired target in XML. TechPubs Global, Inc. Using TechAuthor 69 EExxpplliicciitt oorr IImmpplliieedd OObbjjeeccttss//TTyyppeess TTyyppee RRTTFF MMIIFF HHTTMMLL TTeexxtt Paragraphs X X X X Titles X Divisions X Tables X X Graphic (Graphic information is not provided for MIF. Inline versus block can be ambiguous.) X X Links and cross references X X X Index terms X X Inline emphasis (bold, italic, underline) X X X Link targets (IDs or bookmarks) X X X Division titles (H1, H2, H3, and so on) X Divisions and their titles (Titles can only be inferred from so- called built-in style names, such as Heading 1 or by explicitly defining the style names used for titles in Word and FrameMaker.) X X IInnsseerrttiinngg CCoommmmeennttss CCoommmmeennttss allow you to include notes in the document for yourself or others. These comments appear in the TechAuthor window; however, they do not render in formatted outputs. Comments can also be used during the authoring process to temporarily exclude content (comment out). This can be useful to temporarily remove content that is not quite ready from being included in a publish or preview of the work in progress. 70 XML Basics and Authoring NNoottee Required tags cannot be commented out. To use comments: 1. In the document, do one of the following: Place your cursor where you want the comment inserted. Select the content you want to comment out. 2. From the menu bar, select IInnsseerrtt CCoommmmeenntt. NNoottee If the Comment menu option does not appear, ensure full menus are enabled. See Enabling Full Menus on page 36. The comment appears in the document, either as an empty begin and end tag or surrounding the selected content. NNeeww CCoommmmeenntt CCoommmmeenntteedd CCoonntteenntt 3. To include content that has been commented out: a. Select the comment. b. From the menu bar, select EEddiitt UUnnccoommmmeenntt. You can also manually create a comment by selecting the content to be commented out and, from the menu bar, selecting EEddiitt EEddiitt SSeelleeccttiioonn aass XXMMLL SSoouurrccee. In the dialog box, add <!- at the beginning and -> at the end. When you save and close the dialog box, the content is commented out. TechPubs Global, Inc. Using TechAuthor 71 IInnsseerrttiinngg SSyymmbboollss To include a symbol within your document: 1. In your document, place your cursor where you want the symbol. 2. Do one of the following: From the menu bar, select IInnsseerrtt SSyymmbbooll. On the toolbar, click IInnsseerrtt SSyymmbbooll. The Insert Symbol dialog box opens. IInnsseerrtt SSyymmbbooll DDiiaalloogg BBooxx 3. From the FFoonntt drop-down menu, select the font for the selected character. 4. From the pane, select the symbol. NNoottee The symbol list is long. You may have to scroll. 5. Click IInnsseerrtt. The symbol appears at the place of your cursor. The Insert Symbol dialog box remains open to continue inserting symbols until you close it. 6. When completed, click CClloossee. SSyymmbbooll DDiiaalloogg BBooxx PPrreeffeerreenncceess The following preferences affect the Insert Symbol dialog box: iinnsseerrttssyymmbboollddllggnnoossyymmbboollss turns off new symbol tab and uses Character Entities only iinnsseerrttssyymmbboollffoonnttppii Set to on (the default), the _font PI is inserted when necessary. 72 XML Basics and Authoring Set to off, the _font PI is not inserted; only the Unicode character value is inserted. eennttiittyyiinnppuuttccoonnvveerrtt Set to on (the default), the Unicode character code is inserted into the document. Set to off, the character code is converted to a character entity reference if possible, and the character entity reference is inserted. To get information about the current character, type ALT+SHIFT+A, or in the command line, type aatttt. EEppiicc EEddiittoorr AAttttrriibbuuttee AAuuttoo CCoorrrreecctt TechAuthor supports automatic correction of spelling errors as you enter text in a document. When you enter or change a word in a document, the Auto Correct feature checks that word against a list in the /custom/lib/autocorrect.xlf auto correct map file. If a misspelled word is included in the map file, TechAuthor automatically replaces that word with the replacement word specified in the file. NNoottee The Auto Correct feature only corrects spelling errors in a single word; it cannot correct words containing spaces, colons, semicolons, double quotes, or parentheses. MMaannaaggiinngg AAiirrlliinnee DDaattaa TechAuthor supports editing multiple types of airline data. EEddiittiinngg AAiirrccrraafftt MMooddeellss To edit aircraft models in an XML file: 1. Connect to TechRevManager. See Connecting to TechRevManager on page . 2. Check out a section of the manual. The file opens in TechAuthor. TechPubs Global, Inc. Using TechAuthor 73 3. Place your cursor before the para tag where you want to edit aircraft models. CCuurrssoorr PPllaacceemmeenntt 4. From the menu bar, select EEddiitt EEddiitt AAiirrccrraafftt MMooddeellss. The Edit Aircraft Models dialog box opens. EEddiitt AAiirrccrraafftt MMooddeellss DDiiaalloogg BBooxx 5. From the list, select the aircraft models to apply to the revlist element. 6. Click OOKK. The model tag appears before the para tag. MMooddeell TTaagg 7. Save the document. Aircraft models settings can be applied in TechView and TechPublisher. Please refer to the TechView Users Guide and TechPublisher Users Guide. 74 XML Basics and Authoring EEddiittiinngg EEffffeeccttiivviittyy NNoottee Presently, this function is available only for the airbusflightops and Boeing manuals. To edit effectivity in an XML file: 1. Connect to TechRevManager. See Connecting to TechRevManager on page . 2. Check out a section of the manual. The file opens in TechAuthor. 3. Place your cursor within the para to affect. CCuurrssoorr PPllaacceemmeenntt 4. Do one of the following: From the menu bar, select EEddiitt EEddiitt EEffffeeccttiivviittyy. Right-click, and select EEddiitt EEffffeeccttiivviittyy. The Select Effectivity File dialog box opens. SSeelleecctt EEffffeeccttiivviittyy FFiillee DDiiaalloogg BBooxx 5. Click BBrroowwssee. 6. Select the effectivity file. For example, product-mdata-ref. 7. Click OOppeenn. The file path populates the Please select the effectivity file field. TechPubs Global, Inc. Using TechAuthor 75 8. Click OOKK. The Edit Effectivity dialog box opens. EEddiitt EEffffeeccttiivviittyy DDiiaalloogg BBooxx 9. From the list, make the applicable selections. 10. Click OOKK. 11. Save and publish the XML file. See Publishing from TechPublisher on page . Effectivity settings can be applied in TechView and TechPublisher. Please refer to the TechView Users Guide and TechPublisher Users Guide. EEddiittiinngg PPhhaassee ooff FFlliigghhtt NNoottee This function is only available for the xfcom and omel books. 76 XML Basics and Authoring To edit phase of flight in an XML file: 1. In the PCF file for the manual, configure the phase of flight profile. PPCCFF FFiillee 2. In the DCF file for the manual, configure the phase of flight profile. DDCCFF FFiillee 3. Connect to TechRevManager. See Connecting to TechRevManager on page . 4. Check out a section of the manual. The file opens in TechAuthor. 5. Place your cursor after the para tag where you want to edit phase of flight. CCuurrssoorr PPllaacceemmeenntt TechPubs Global, Inc. Using TechAuthor 77 6. From the menu bar, select EEddiitt EEddiitt PPhhaassee ooff FFlliigghhtt. The Edit Phase of Flight dialog box opens. EEddiitt PPhhaassee ooff FFlliigghhtt DDiiaalloogg BBooxx 7. Select the phase of flight. 8. Click OOKK. 9. Save and publish the XML file. See Publishing from TechPublisher on page . Phase of flight settings can be applied in TechView and TechPublisher. Refer to the TechView Users Guide and TechPublisher Users Guide. 78 XML Basics and Authoring MMaannaaggiinngg CChhaannggeess The Change Tracking dialog box allows you to accept or reject the changes logged in a document. CChhaannggee TTrraacckkiinngg DDiiaalloogg BBooxx The procedure for change management varies between doctypes. TechPubs Global, Inc. Using TechAuthor 79 MMaannaaggiinngg CChhaannggeess iinn aaiirrbbuussfflliigghhttooppss To work with changes in the airbusflightops doctype: 1. With change tracking enabled, make a change within the document. The change is highlighted in the document. TTrraacckkeedd DDeelleettiioonn 2. Add new content within the document. The change is highlighted in the document. In the Change Tracking dialog box, under Change Record, the time, change, and author appear. TTrraacckkeedd AAddddiittiioonn 80 XML Basics and Authoring 3. To accept this change, under Change Record, click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 4. From the CChhaannggee TTyyppee drop-down menu, select AAiirrlliinnee. 5. Complete additional fields as necessary. 6. Click OOKK. tech:airline-add tags appear in the document. tteecchh::aaiirrlliinnee--aadddd TTaaggss NNoottee These tags only appear for the Airline change type. TechPubs Global, Inc. Using TechAuthor 81 MMaannaaggiinngg CChhaannggeess iinn ffbbccoommbb To work with changes in the fbcomb doctype: 1. On the Change Tracking dialog box, use the PPrreevviioouuss and NNeexxtt buttons to navigate through the documents changes. 2. Under Change Record, click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 3. From the CChhaannggee TTyyppee drop-down menu, select AAiirrlliinnee. 4. Complete additional fields as necessary. 82 XML Basics and Authoring 5. Click OOKK. tech:airline-add tags appear in the document. tteecchh::aaiirrlliinnee--aadddd TTaaggss NNoottee These tags only appear for the Airline change type. 6. To view the changes made but not highlighted, on the Change Tracking dialog box, under Options, select CChhaannggeess AApppplliieedd. 7. To view the original document, under Options, select OOrriiggiinnaall. TechPubs Global, Inc. Using TechAuthor 83 8. To accept a change, click AAcccceepptt. The Change Information dialog box appears. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 9. Complete the applicable fields. 84 XML Basics and Authoring 10. Click OOKK. The change appears in the document with the defined attributes. AAcccceepptteedd CChhaannggee 11. To reject a change, click RReejjeecctt. The change is removed from the document. TechPubs Global, Inc. Using TechAuthor 85 MMaannaaggiinngg CChhaannggeess iinn FFlliigghhttBBooookk To work with changes in the FlightBook doctype: 1. On the Change Tracking dialog box, use the PPrreevviioouuss and NNeexxtt buttons to navigate through the documents changes. 2. Under Change Record, click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 3. Complete the applicable fields. 4. Click OOKK. The change appears in the document with the defined attributes. AAcccceepptteedd CChhaannggee 5. To reject a change, click RReejjeecctt. The change is removed from the document. 86 XML Basics and Authoring UUssiinngg AAuuttoo RReevviissiioonn NNoottee Currently, the auto revision feature is only available for airbusflightops manuals. RReevviissiinngg CCoonntteenntt To auto revise content: 1. Open an airbusflightops manual. 2. From the menu bar, select TToooollss CChhaannggee TTrraacckkiinngg TTrraacckk CChhaannggeess. The Change Tracking dialog box opens. 3. With change tracking enabled, in the document, edit the content under <du-sol>. For example, delete some words from the title. EEddiittiinngg EExxaammppllee 4. On the Change Tracking dialog box, click NNeexxtt. The recent change appears in the dialog box. 5. Click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx TechPubs Global, Inc. Using TechAuthor 87 6. Select the HHiigghhlliigghhtt, AAnncchhoorr, and HHiigghhlliigghhtt rreeffeerreennccee check boxes. 7. In the CChhaannggee DDeessccrriippttiioonn field, type a brief description. 8. Click OOKK. The content revision tags are automatically generated. CCoonntteenntt AAuuttoo RReevviissiioonn RReevviissiinngg EEffffeeccttss To auto revise effects: 1. Open an airbusflightops manual. 2. From the menu bar, select TToooollss CChhaannggee TTrraacckkiinngg TTrraacckk CChhaannggeess. The Change Tracking dialog box opens. 3. With change tracking enabled, in the document, edit the effect under <du-sol>. For example, delete an MSN value from an effect. EEddiittiinngg EExxaammppllee 4. On the Change Tracking dialog box, click NNeexxtt. The recent change appears in the dialog box. 88 XML Basics and Authoring 5. Click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 6. Select the HHiigghhlliigghhtt, AAnncchhoorr, and HHiigghhlliigghhtt rreeffeerreennccee check boxes. 7. In the CChhaannggee DDeessccrriippttiioonn field, type a brief description. 8. Click OOKK. The effect revision tags are automatically generated. EEffffeecctt AAuuttoo RReevviissiioonn TechPubs Global, Inc. Using TechAuthor 89 RReevviissiinngg mmddaattaa To auto revise mdata: 1. Open an airbusflightops manual. 2. From the menu bar, select TToooollss CChhaannggee TTrraacckkiinngg TTrraacckk CChhaannggeess. The Change Tracking dialog box opens. 3. With change tracking enabled, in the document, edit the mdata under <du-sol>. For example, delete some words from the para. 4. On the Change Tracking dialog box, click NNeexxtt. The recent change appears in the dialog box. 5. Click AAcccceepptt. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 6. Select the HHiigghhlliigghhtt, AAnncchhoorr, and HHiigghhlliigghhtt rreeffeerreennccee check boxes. 90 XML Basics and Authoring 7. In the CChhaannggee DDeessccrriippttiioonn field, type a brief description. 8. Click OOKK. The mdata revision tags are automatically generated. mmddaattaa AAuuttoo RReevviissiioonn RReevviissiioonn MMaannaaggeemmeenntt The following sections describe working with revisions in TechAuthor. TechPubs Global, Inc. Using TechAuthor 91 EEddiittiinngg aa RReevviissiioonn RReeccoorrdd To add or modify revisions: 1. Open the root file. 2. From the menu bar, select RReevviissiioonn EEddiitt RReevviissiioonn RReeccoorrdd. The Edit Revision Record dialog box opens. EEddiitt RReevviissiioonn RReeccoorrdd DDiiaalloogg BBooxx 92 XML Basics and Authoring 3. To create a new revision: a. Click the NNeeww RReevviissiioonn. The New Revision dialog box opens. NNeeww RReevviissiioonn DDiiaalloogg BBooxx b. Complete the fields. c. Click OOKK. The new revision is created and appears in the table. 4. To modify an existing revision: a. From the table, select a revision. TechPubs Global, Inc. Using TechAuthor 93 b. Click EEddiitt RReevviissiioonn. The Edit Revision dialog box opens. EEddiitt RReevviissiioonn DDiiaalloogg BBooxx c. Update the fields as needed. d. Click OOKK. Awarning appears, indicating the changes will remove all change markups for the new revision. e. Click YYeess. The revision is updated. 5. When completed, click OOKK or CClloossee. EEddiittiinngg aa CChhaannggee DDeessccrriippttiioonn To add change descriptions without using Change Tracking: 1. Open the XML file. 2. Place your cursor within the tag in which you want to add change descriptions. 94 XML Basics and Authoring 3. From the menu bar, select RReevviissiioonn EEddiitt CChhaannggee DDeessccrriippttiioonn. The Change Information dialog box opens. CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 4. Complete the fields as necessary. 5. Click OOKK. The tag is updated to include attributes for the change description. TechPubs Global, Inc. Using TechAuthor 95 CCoommppaarriinngg aanndd RReessoollvviinngg FFiilleess To compare the differences between two files with the same name in different revisions and generate the compared file: 1. Open the XML file in a book. 2. From the menu bar, select RReevviissiioonn CCoommppaarree aanndd RReessoollvvee. The Select File to Compare dialog box opens. SSeelleecctt FFiillee ttoo CCoommppaarree DDiiaalloogg BBooxx 3. Navigate to and select the file with the same name in another revision to compare. 4. Click OOKK. The Accept or Reject Changes dialog box opens. AAcccceepptt oorr RReejjeecctt CChhaannggeess DDiiaalloogg BBooxx 5. Under View, select one of the following options: 96 XML Basics and Authoring CChhaannggeess wwiitthh hhiigghhlliigghhttiinngg: Renders the document with changes highlighted CChhaannggeess AApppplliieess: Renders the document with pending changes integrated OOrriiggiinnaall: Renders the original document without viewing changes 6. Use the buttons to navigate the changes as described in the following table: AAcccceepptt oorr RReejjeecctt CChhaannggeess BBuuttttoonnss BBuuttttoonn FFuunnccttiioonn Next Moves your cursor to the next pending change Previous Moves your cursor to the previous pending change Accept Incorporates the selected pending change into the baseline document Reject Removes the selected pending change from the document Accept All Incorporates all pending changes into the baseline document Reject All Removes all pending changes from the document TechPubs Global, Inc. Using TechAuthor 97 AAcccceepptt oorr RReejjeecctt CChhaannggeess BBuuttttoonnss ((ccoonnttiinnuueedd)) BBuuttttoonn FFuunnccttiioonn Cancel Closes the dialog box Help Launches the program help documentation The selected XML file opens with the changes marked, and a compare file is generated. FFiillee wwiitthh CChhaannggeess MMaarrkkeedd 98 XML Basics and Authoring CCoommppaarree FFiillee UUppddaattiinngg SSeeccttiioonn AAttttrriibbuutteess To update section attributes: 1. Open the XML file with the section element. 2. From the menu bar, select RReevviissiioonn UUppddaattee SSeeccttiioonn AAttttrriibbuutteess. NNoottee If you open an XML file without a section element, an error message appears, indicating to place your cursor within a section element. TechPubs Global, Inc. Using TechAuthor 99 The Update Section Attribute dialog box opens. UUppddaattee SSeeccttiioonn AAttttrriibbuuttee DDiiaalloogg BBooxx 3. To update with the latest revision information: a. Ensure UUppddaattee wwiitthh LLaatteesstt RReevviissiioonn IInnffoorrmmaattiioonn is selected by default. b. Click OOKK. The revdate and revnbr attributes are updated to the latest revision information. The status attribute is updated to R. LLaatteesstt UUppddaatteedd AAttttrriibbuutteess 4. To manually set the revision information: a. Select MMaannuuaallllyy eenntteerr rreevviissiioonn iinnffoorrmmaattiioonn. The manual fields enable. b. Complete the fields as necessary. c. Click OOKK. The revdate, revnbr, and status attributes are updated as defined. NNoottee If you neglect to complete all fields, a warning appears. MMaannuuaallllyy UUppddaatteedd AAttttrriibbuutteess 100 XML Basics and Authoring CClleeaarriinngg CChhaannggee IInnffoorrmmaattiioonn To rebaseline a document: 1. Open the XML file. 2. From the menu bar, select RReevviissiioonn CClleeaarr CChhaannggee IInnffoorrmmaattiioonn. The Clear Change Information dialog box opens. CClleeaarr CChhaannggee IInnffoorrmmaattiioonn DDiiaalloogg BBooxx 3. Select the following check boxes as needed: RReemmoovvee CChhaannggee IInnffoorrmmaattiioonn: Removes all revst and revend elements and all tech:chg, tech:changetype, and tech:chgdesc attributes from the opened document RReemmoovvee PPaaggee EElleemmeennttss: Removes all tech:pagest and tech:ILBpage elements from the opened document UUppddaattee SSeeccttiioonn AAttttrriibbuutteess: Updates all section attributes revdate and revnbr to the latest revision and sets the status attribute to N; removes all section and page change descriptions 4. Click OOKK. The change information is cleared from the document. TechPubs Global, Inc. Using TechAuthor 101 RRuunnnniinngg PPaaggiinnaattee BBaasseelliinnee To generate page tags: 1. Open the full XML manual. NNoottee If you do not open the full manual, a warning appears indicating to open the full manual. 2. From the menu bar, select RReevviissiioonn PPaaggiinnaattee BBaasseelliinnee. Page tags are automatically generated. All the page chg attributes are set to N. The revdate and revnbr attributes are set in the following situations: fflliigghhttbbooookk mmaannuuaall: The latest revdate is populated from the two pages and father elements revdate attribute; revnbr is populated the same. xxffccoomm mmaannuuaall: The latest revision information is populated from the revision table. IInnsseerrttiinngg aa PPaaggee EElleemmeenntt To insert a page element: 1. Open the XML file. 2. Place your cursor within a para element. 3. From the menu bar, select RReevviissiioonn IInnsseerrtt PPaaggee EElleemmeenntt. The page element and book header appear in the para. IInnsseerrtt PPaaggee EElleemmeenntt 102 XML Basics and Authoring IInnsseerrttiinngg aann IInntteennttiioonnaallllyy LLeefftt BBllaannkk PPaaggee To place an intentionally left blank (ILB) page: 1. Open the XML file. 2. Place your cursor in a para element. 3. From the menu bar, select RReevviissiioonn IInnsseerrtt IILLBB PPaaggee. The Intentionally Left Blank page appears in the para element. IILLBB PPaaggee IInnsseerrttiinngg aa PPaaggee BBrreeaakk To insert a forced page break: 1. Open the XML file. 2. Place your cursor in a para element. 3. From the menu bar, select RReevvssiioonn IInnsseerrtt PPaaggee BBrreeaakk. The forced page break appears in the para element. IInnsseerrtt PPaaggee BBrreeaakk RReemmoovviinngg PPaaggee TTaaggss To remove tech:pagest and tech:ILBpage elements: TechPubs Global, Inc. Using TechAuthor 103 NNoottee tech:pagebreak is not removed with this function. 1. Open the XML file. 2. From the menu bar, select RReevviissiioonn RReemmoovvee PPaaggee TTaaggss. The tech:pagest and tech:ILBpage are removed from the file. Upon completion, a message appears, listing the number of tags removed. RReemmoovvee PPaaggee TTaaggss 104 XML Basics and Authoring GGeenneerraattiinngg aa LLiisstt ooff EEffffeeccttiivvee PPaaggeess To create a summary list of effective pages (LEP): 1. Select one of the following modes: a. To create a LEP in default mode, ensure the item value in the techsuite.tcf file is default. NNoottee This function is only available for the flightbook manual. LLEEPP DDeeffaauulltt b. To create a LEP in nopageelement mode, ensure the item value in the techsuite.tcf file is nopageelement. NNoottee This function is only available for the flightbook and xfcom manuals. 2. Run paginate baseline on the full manual. See Running Paginate Baseline on page 101. 3. Open the full XML manual. NNoottee If you do not open a full manual, a warning appears, indicating to open a full manual. 4. From the menu bar, select RReevviissiioonn GGeenneerraattee SSuummmmaarryy LLEEPP. The List of Effective Pages table is inserted in lep tags, recording page number and revision date. LLEEPP TTaabbllee TechPubs Global, Inc. Using TechAuthor 105 GGeenneerraattiinngg aa LLiisstt ooff EEffffeeccttiivvee SSeeccttiioonnss To generate a summary list of effective sections (LOES): 1. Open the full XML manual. NNoottee If you do not open a full manual, a warning appears, indicating to open a full manual. 2. From the menu bar, select RReevviissiioonn GGeenneerraattee SSuummmmaarryy LLooEESS. The LOES table is inserted, and all effective sections with the latest revision number and revision date are listed. SSuummmmaarryy LLOOEESS 106 XML Basics and Authoring GGeenneerraattiinngg SSeeccttiioonn RReevviissiioonn HHiigghhlliigghhttss To generate section revision highlights: 1. Open the full XML manual. 2. From the menu bar, select RReevviissiioonn GGeenneerraattee RReevviissiioonn HHiigghhlliigghhttss. The Generate Revision Highlights dialog box opens. GGeenneerraattee RReevviissiioonn HHiigghhlliigghhttss DDiiaalloogg BBooxx 3. Select SSeeccttiioonn RReevviissiioonn HHiigghhlliigghhttss. 4. Click OOKK. A Section Revision Highlights table is inserted, listing section number, change description, and revision date. SSeeccttiioonn RReevviissiioonn HHiigghhlliigghhttss TTaabbllee The Section Number column lists the section that includes a change description. The Change Description column includes the comments input into the Change Description field and also has a link to the change position. TechPubs Global, Inc. Using TechAuthor 107 RReelleeaassiinngg aa DDooccuummeenntt To release a document: 1. In TechAuthor, connect to TechRevManager. See Connecting to TechRevManager on page . 2. From the menu bar, select OObbjjeecctt BBrroowwssee. The Browser window opens. BBrroowwsseerr WWiinnddooww 3. From the tree, select the manual. 4. Click RReevviissee. 108 XML Basics and Authoring 5. Select DDooccuummeenntt RReelleeaassee. The Document Release dialog box opens. DDooccuummeenntt RReelleeaassee DDiiaalloogg BBooxx 6. Enter your username and password. 7. If necessary, in the TTaarrggeett field, modify the file path. Ensure the directory listed exists. 8. (Optional) Select OOppeenn BBooookk AAfftteerr RReelleeaassee to launch the book after the release has been completed. 9. Click OOKK. The Document Doctype dialog box opens. DDooccuummeenntt DDooccttyyppee DDiiaalloogg BBooxx 10. From the DDooccttyyppee drop-down menu, select the doctype of the book being released. 11. Click OOKK. After the release is successful, if you indicated to open the manual, TechAuthor launches the book. You can also view the document in the defined target directory. TechPubs Global, Inc.