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You are here: Home / Help Authoring Tools / RoboHelp 2015 Provides Users with More Control

RoboHelp 2015 Provides Users with More Control

July 28, 2015 by RDesprez 2 Comments

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Adobe Robo­Help (2015 release) allows users to change the con­tent that appears in a HTML5 help project.

For years, users did­n’t have a lot of con­trol over the type of con­tent that would appear in a user guide or online help project. The tech­ni­cal writer made those deci­sions. For exam­ple, if there were three pri­ma­ry audi­ences for a project, the writer would write the con­tent for three audi­ences, tag them with con­di­tion­al text, and then gen­er­ate three sep­a­rate user guides or help projects.

Robo­Help (2015 release), Adobe’s lat­est ver­sion of its help author­ing tool, gives users more con­trol over the type of con­tent they read. For exam­ple, let’s say I have two audi­ences for this online help project: sys­tem admin­is­tra­tors and end users. These read­ers can con­trol the type of con­tent that dis­plays in the help by click­ing the Fil­ter but­ton and select­ing the check box­es for the dif­fer­ent audi­ences. By select­ing System_Administrator, the help auto­mat­i­cal­ly dis­plays the con­tent for that audi­ence. Select­ing User will dynam­i­cal­ly change the con­tent for that audience.

System_Admin_Help

For some online help projects, this may pro­vide a lot of ben­e­fits to the writer and the audi­ence. For writ­ers, they won’t need to pro­duce 10 sep­a­rate deliv­er­ables. Instead, they could cre­ate one deliv­er­able and let the audi­ences fil­ter what they want to view. For cer­tain audi­ences, users may appre­ci­ate view­ing and fil­ter­ing all of the con­tent. Writ­ers could include fil­ters on coun­try (for exam­ple, US or Cana­da), audi­ence type (basic users and advanced users), audi­ence title (sup­port staff or project man­agers), and so on.

Although some advanced users may appre­ci­ate this fea­ture, I am not sure it is for every­one. Here are two reser­va­tions I have:

  • Will users even know this fea­ture is avail­able? Users will need to click the Fil­ters tab to see the fea­ture.  Tech­ni­cal writ­ers will prob­a­bly need to high­light and explain the fea­ture as it’s not com­mon on web sites.
  • Will users under­stand what to tog­gle? Tech­ni­cal writ­ers will cre­ate the fil­ters. Will users always under­stand the fil­ters that writ­ers cre­ate? There may be times when users pick the wrong fil­ters, lead­ing to mis­lead­ing and con­fus­ing infor­ma­tion. In addi­tion, when a user selects a fil­ter, there may be no vis­i­ble change in the con­tent for a cer­tain topic—resulting in poten­tial con­fu­sion over what the fea­ture is controlling.

When you’re writ­ing for a tech­ni­cal­ly savvy audi­ence or pow­er users, Robo­Help’s dynam­ic fil­ter­ing may pro­vide a great solu­tion. But novice users may not dis­cov­er the fea­ture or read­i­ly under­stand it.

How RoboHelp’s Search Could be Better

Apart from major user inter­face improve­ments, Robo­Help (2015 release) includes an incre­men­tal improve­ment to the way the search engine works. For more back­ground on this change, see this Tech­whirl review.

As I wrote in an ear­li­er blog entry, RoboHelp’s search could be bet­ter by dis­play­ing key­words in the Search engine field.

When you type spe­cif­ic key­words in Google’s search field, the web site dis­plays a list of sug­gest­ed terms as you type the query. This solu­tion helps users because they may type terms incor­rect­ly or may not even be sure how to phrase their queries in a search field. Google dis­plays sug­gest­ed terms and dis­plays rel­e­vant web sites before I even fin­ish typing.

In Robo­Help (2015 release) , users are still unfor­tu­nate­ly left on their own when it comes to craft­ing a good search.

Anoth­er wel­come addi­tion would be faceted search. Com­pa­nies, such as Dell, have used this tech­nique for some time. On Dell’s web site you can search for a lap­top or desk­top com­put­er. Alter­na­tive­ly, you can use the fil­ters to help you search by prod­uct cat­e­go­ry, proces­sor, screen size, weight, and so on.

For users, this helps stream­line their choic­es. In an online help sys­tem, users could use faceted search to dis­play con­tent by top­ic type (con­cepts, pro­ce­dures, trou­bleshoot­ing con­tent, files with attach­ments or embed­ded movies, and so on).

“Faceted nav­i­ga­tion is arguable the most sig­nif­i­cant search inno­va­tion in the past decade,” write Peter Morville and Jef­fery Cal­len­der in their book Search Pat­terns. “Faceted nav­i­ga­tion is being rapid­ly deployed across an impres­sive­ly wide vari­ety of con­texts and platforms.”

I don’t see why it can­not be deployed in a help author­ing tool.

Filed Under: Help Authoring Tools, Robert Desprez | Vancouver technical writer | Blog Tagged With: Help Authoring Tools, RoboHelp

Comments

  1. Maxwell Hoffmann says

    August 21, 2015 at 7:56 pm

    Great review! Thanks for sharing!

    Reply
  2. David HUrlston says

    September 23, 2015 at 7:07 pm

    Good stuff. We are very hap­py to see the fil­ter fea­ture implemented

    Here is a fea­ture we would like to see added ..

    Pre­set the fil­ters so that when a user access­es the project, the fil­ters are already set and can­not be changed. You hint­ed at this in the sec­ond of your reservations

    We have a spe­cif­ic need for this, but the need might be wider. For instance, there may be parts of the projects you don’t want some users EVER to see and it should not be pos­si­ble to change the filters

    Our cur­rent approach is to use con­di­tion­al com­piles, but the pre­set fil­ter would be much cleaner

    *

    I am with you on the search ideas. Anoth­er one would be to expand the Boolean capa­bil­i­ty such as:

    mug AND NOT (pewter OR tin)

    Right now only one Boolean term is accepted.

    DH

    Reply

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About Robert Desprez

I have worked as a Vancouver technical writer for more than 20 years, working at some of British Columbia's largest high-tech firms. I have served in leadership positions for the Society for Technical Communication and have worked as a writing instructor at Vancouver's Simon Fraser University.

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