importing ms word documents in authorit

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Importing Microsoft Word Documents to AuthorIT

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Importing MS Word files in AuthorIT is tedious when you want import files with too many images and tables or even bulk files. These slides give you tips to overcome them.

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Page 1: Importing MS Word Documents in AuthorIT

Importing Microsoft Word Documents to AuthorIT

Page 2: Importing MS Word Documents in AuthorIT

When Can you Use the AuthorIT Import Feature? Preparing for AuthorIT Import Importing in AuthorIT Do’s and Don’ts Updates Required after Import Other Formats Supported for Import Advantages of AuthorIT Import Limitations of AuthorIT Import

Agenda

Page 3: Importing MS Word Documents in AuthorIT

When Can You Use the AuthorIT Import Feature?

Page 4: Importing MS Word Documents in AuthorIT

Content to be imported contains:◦consistent formatting◦document structure is in shape and less

structural changes required after import◦less rework◦less than 80 pages◦during tight deadlines

When Can You Use the AuthorIT Import Feature?

Page 5: Importing MS Word Documents in AuthorIT

Preparing for AuthorIT Import

Page 6: Importing MS Word Documents in AuthorIT

Read and analyze styles of the source MS Word document

Map the source document styles with the styles in the AuthorIT template

Apply formatting in the source document ◦ Apply organization template◦ Update style for headings◦ Update style for tables

Preparing for AuthorIT Import

Page 7: Importing MS Word Documents in AuthorIT

Use hierarchical heading styles for all headings

Source and NextGen template heading mapping:◦ Heading 1 > Chapter Template◦ Heading 2 > Normal Template◦ Heading 3 > Normal Template

Make sure the document has a structure Ensure to apply consistent names for

Chapter headings and Section headings

Preparing for AuthorIT Import [Contd.]

Page 8: Importing MS Word Documents in AuthorIT

Apply styles for bullet and number lists respectively

Do not use manual numbering with tab space for number lists

Source content must have only up to two levels bullet lists

Don't use tab space for indenting Apply required paragraph tags for every

paragraph Don't use "formatted Normal" or other manual

reformatting

Preparing for AuthorIT Import [Contd.]

Page 9: Importing MS Word Documents in AuthorIT

Avoid manual formatting of text Don't use hidden text.

◦ It imports as visible text in AuthorIT Following items are not imported from MS Word

Source File:◦ Callouts for graphics◦ Text boxes or frames

Disable “Track Changes” feature in MS Word before importing

Remove images in Header/Footer

Preparing for AuthorIT Import [Contd.]

Page 10: Importing MS Word Documents in AuthorIT

• Delete the following in the source content: ◦Table of contents◦Index◦List of figuresThese are created automatically in AuthorIT once it is imported

Preparing for AuthorIT Import [Contd.]

Page 11: Importing MS Word Documents in AuthorIT

Select the Organization Template to be applied:◦ User Guide [Not Recommended]◦ Short Document or Whitepaper◦ FAQ

Create a local copy of .dot file Customize the MS Word to show

Developer ribbon in toolbar Apply the required template

Applying Template [.dot]

Page 12: Importing MS Word Documents in AuthorIT

Applying Template [Contd.]Customize the MS Word to Show Developer Ribbon

Page 13: Importing MS Word Documents in AuthorIT

Applying Template [Contd.]

Page 14: Importing MS Word Documents in AuthorIT

Importing in AuthorIT

Page 15: Importing MS Word Documents in AuthorIT

Configure the mapping for a set of source content(docs) and then reuse them◦ Source Document differ for different templates

User Guide Whitepaper Short Document FAQ

◦ All paragraph tags may not be applied◦ Major part of the content is Body text

Create “Profile” for different templates Applying NextGen Template before import reduces

confusion while style mapping

Importing in AuthorIT

Page 16: Importing MS Word Documents in AuthorIT

1. Select or Create a Profile◦ Modify the profile only if required◦ Ensure the target location to be imported is selected

2. Map the Headings/Styles◦ Source headings to Chapter or Normal template ◦ Change the style mapping [if required]

3. Preview the Content◦ WYSIWIG in preview◦ Go back if the wrong style is applied for certain

paragraphs in preview4. Import the Content

Stages While Import

Page 17: Importing MS Word Documents in AuthorIT

Step 1: Select or Create a Profile

Page 18: Importing MS Word Documents in AuthorIT

Step 1: Select or Create a Profile [Contd.]

Page 19: Importing MS Word Documents in AuthorIT

Step 1: Select or Create a Profile [Contd.]Updating Profile Properties

Based on majority of images in source document

Based on majority of images in source document

Browse and select the folder or first select the folder in the Folders view

Page 20: Importing MS Word Documents in AuthorIT

Step 1: Select or Create a Profile [Contd.]Updating Profile Properties-Rules

Page 21: Importing MS Word Documents in AuthorIT

Step 1: Select or Create a Profile [Contd.]Updating Profile Properties-Rules

Page 22: Importing MS Word Documents in AuthorIT

Step 2: Map the Headings/StylesTopics Structure

Page 23: Importing MS Word Documents in AuthorIT

Step 2: Map the Headings/Styles Style Mapping

Page 24: Importing MS Word Documents in AuthorIT

Step 3: Import Preview25% Import Complete

TOC or Topics structure in book

Preview of content to check the style

Page 25: Importing MS Word Documents in AuthorIT

Step 4: Import the Content

Page 26: Importing MS Word Documents in AuthorIT

Do’s and Don'ts

Page 27: Importing MS Word Documents in AuthorIT

Do’s◦ Select the appropriate resize file template for images based

on the source to avoid the manual formatting after import◦ Use FindReplace Text filter wherever required.

Do’s and Dont’s

Page 28: Importing MS Word Documents in AuthorIT

Do’s◦ Export the profile from one AuthorIT database to XML

as backup and import them back if your profile gets corrupted.

◦ You can import XML exported in to other AuthorIT databases.

Do’s and Dont’s [Contd.]

Page 29: Importing MS Word Documents in AuthorIT

Don’ts:◦ Import source content more than 80 pages ◦ Content with more tables and screenshots◦ When lot of rework is required after import, viz.,

update imported content for structure and formatting

◦ Do not import document with index Hamper the Index objects & references Remove them and then import

Do’s and Dont’s [Contd.]

Page 30: Importing MS Word Documents in AuthorIT

Don’ts◦ After the preview, you must maintain patience while actual

import starts ◦ Ignore the Microsoft Windows messages: “Author-it Editor has

stopped responding” or “….not responding”– AuthorIT does not respond if

“Track Changes” feature is enabled in MS Word source file before import.

– AuthorIT does not respond for more than 5 minutes and there is no progress seen in the progress bar while actual importing process starts.

Do’s and Dont’s [Contd.]

Page 31: Importing MS Word Documents in AuthorIT

May require manual formatting for the following paragraph tags after import:◦ Note◦ List Bullet 2◦ Procedure Intro◦ Caution

Apply styles for sparingly used paragraphs

Updates Required after Import

Page 32: Importing MS Word Documents in AuthorIT

Apply the required resize template for the screenshots. ◦ For example, 65% Resize File Template

Change the file names for:◦ Book◦ Chapters◦ Topics (Normal template)◦ Images

Re-use the repeated content by embedding them

Updates Required after Import [Contd.]

Page 33: Importing MS Word Documents in AuthorIT

WinHelp WinHelp projects HTML HTML Help projects Rich Text Format (RTF) documents Adobe RoboHelp projects XML Adobe FrameMaker MIF documents

Other Formats Supported for Import

Page 34: Importing MS Word Documents in AuthorIT

Less time required to import after the profile is set up (one-time activity)

Similar Documents (Structure and Formatting) can be converted with a single Import Profile

Dynamic source content can be imported than updating in AuthorIT ◦ Replace the existing files without duplicating them

when importing the same source file in to AuthorIT◦ Not recommended when you are not sure of the

difference in content

Advantages of AuthorIT Import

Page 35: Importing MS Word Documents in AuthorIT

Following paragraphs may need rework or reapply formatting◦ Table Border Formatting◦ Table Header Color

AuthorIT Import Engine requires lot of memory◦ Use Import feature when less users are logged

in AuthorIT when importing [for India team]◦ Not scalable for huge documents

Limitations of AuthorIT Import

Page 36: Importing MS Word Documents in AuthorIT

Demo Video◦ http://www.youtube.com/watch?v=g90eLiu2Xgs

Preparing Documents for Import◦ http://www.helpstuff.com/prep_docs_ait_import.html

Bibliography

Page 37: Importing MS Word Documents in AuthorIT

NextGen Word Templates (.dot) location:\\sheridan\AIT\Templates\Word Templates

Plan your route before you set outhttp://www.contentchameleon.co.uk/AuthorIT%20Article%20-%20Plan%20your%20route%20before%20you%20set%20out.pdf

Demo Webex Recording for using AuthorIT Import: Import_MS_Word_HQM_Measure_Whitepaper_AuthorIT_Workflow.wrf and Import_MS_Word_HQM_Measure_Whitepaper_Source_Changes.wrf\\sheridan\Doc Team\WebEx\

Converting from AuthorIThttp://www.it-authoring.com/bb/helpauth/viewtopic.php?f=22&t=7452

Tips for Styling Imported Text in iBooks Authorhttp://www.dummies.com/how-to/content/tips-for-styling-imported-text-in-ibooks-author.html

References