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Arbortext 6.1

Curriculum Guide

(2)

Live Classroom Curriculum Guide

 Authoring using Arbortext Editor 6.1

 Authoring for DITA using Arbortext Editor 6.1

 Using Arbortext Styler 6.1

(3)

Authoring using Arbortext Editor 6.1

Overview

Course Code TRN-4410-T

Course Length 3 Days

In this course, you will learn the basic and advanced editing operations of Arbortext Editor. The course emphasizes hands-on experience, interaction between student and instructor, and a solid foundation in the fundamental skills and commands of this structured authoring tool.

After completing this course, you will know how to open, save, and close new and existing documents in Arbortext Editor. You will learn how to perform basic edit operations, such as cut, copy, and paste. You will also learn how to find and replace text and markup. You will learn how to insert, change, and delete markup and text. You will learn how to insert graphics and symbols, create and insert text entities, and add, modify, and delete attribute values. You will also learn how to create and edit tables.

You will learn how to use proofreading tools, such as the spelling checker and thesaurus.

Additionally, you will learn how to use profiles.

You will learn how to use Arbortext Editor’s change tracking feature to track changes in your documents, and also learn how to compare changes between different versions of a document. Finally, you will learn how to use Arbortext Command Language to perform basic operations in Arbortext Editor.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Use Arbortext Editor

• Edit text

• Insert and edit markup

• Assign attributes

• Insert special markup

• Create tables

• Author and edit management tools

• Preview and print documents

(4)

Prerequisites

• Basic computer skills in a Microsoft Windows computing environment

• Introduction to XML, DITA and Arbortext or Introduction to XML, DITA and Arbortext, or an equivalent amount of experience with XML and DITA

Audience

• This course is intended for authors/editors of technical information, technical and administrative support staff members, and individuals and organizations evaluating Arbortext Editor. People in related roles will also benefit from taking this course.

(5)

Agenda

Day 1

Module 1 Using Arbortext Editor Module 2 Editing Text

Module 3 Inserting and Editing Markup

Day 2

Module 4 Assigning Attributes Module 5 Inserting Special Markup Module 6 Creating Tables

Day 3

Module 7 Authoring and Editing Management Tools Module 8 Previewing and Printing Documents

(6)

Course Content

Module 1. Using Arbortext Editor

i. Reviewing Arbortext Editor Window Components ii. Creating New Documents from Templates and Samples iii. Setting Preferences

iv. Collapsing Element Content Knowledge Check Questions

Module 2. Editing Text i. Using Generated Text ii. Using CopyPaste Knowledge Check Questions

Module 3. Inserting and Editing Markup i. Arbortext Editor and Document Structure ii. Insert Markup Dialog Box

iii. Quick Tag Menu

iv. Insert Markup Toolbar Icon v. Application Toolbar

vi. Context Checker or Parser Knowledge Check Questions

Module 4. Assigning Attributes i. Defining Attributes ii. Modifying Attributes

iii. Editing Attributes Inline in the Document Map iv. Understanding Cross-Referencing

v. Benefits of Automatic Cross-Referencing vi. Creating Cross-References for Print Knowledge Check Questions

Module 5. Inserting Special Markup i. Understanding Symbols ii. Text Entities

iii. Understanding Referenced Files iv. Understanding Graphics Paths

v. Understanding Graphic Formats vi. Understanding Graphic Linking Knowledge Check Questions

Module 6. Creating Tables

i. Reviewing the Components of a Table ii. Using Table Models

iii. Understanding a Table Model

(7)

iv. Publishing Documents with Tables v. Table Editing

Knowledge Check Questions

Module 7. Authoring and Editing Management Tools i. Installing Language Dictionaries

ii. Understanding Arbortext Editor Spelling Preferences iii. Understanding Change Tracking

iv. Understanding Change Tracking Views v. Accepting and Rejecting Changes vi. Understanding Change Tracking Alerts vii. Comparing Two Documents

viii. Understanding Profiling ix. Using the Macro Recorder

x. Using the Save Application Feature xi. Checking Completeness

Knowledge Check Questions

Module 8. Previewing and Printing Documents i. Understanding How Publishing Works ii. Understanding the Preview Window iii. Using the Print Editor View Option iv. Using the Print Composed Option

v. Understanding Touchup

vi. Understanding Additional Publication Options Knowledge Check Questions

(8)

Authoring for DITA using Arbortext Editor 6.1

Overview

Course Code TRN-4411-T Course Length 3 Days

In this course, you will learn the basic and advanced editing operations of the Arbortext DITA application and Arbortext Editor. The course emphasizes hands-on experience, interaction between student and instructor, and a solid foundation in the fundamental skills and commands of the Arbortext DITA application.

You will learn basic functions such as opening and saving documents, replacing text and markup, adding and modifying attribute values and creating topics, tasks and references.

You will also learn how to use the Resource Manager to create cross-references and links, create content references, and insert graphics and images. You will also use profiles, compare document versions, create DITA maps, as well as print DITA documents.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Review the Darwin Information Typing Architecture

• Review using Arbortext Editor

• Edit text

• Create a DITA topic

• Create a DITA concept

• Create a DITA task

• Use attributes

• Create cross-references and links

• Reference content and images

• Create tables

• Use Authoring and Editing Management tools

• Create a DITA map

• Work with Relationship tables

• Preview and print DITA documents

• Review DITA specialization

(9)

Prerequisites

• Basic computer skills in a Windows computing environment

• Introduction to XML, DITA and Arbortext or Introduction to XML, DITA and Arbortext, or an equivalent amount of experience with XML and DITA

Audience

• This course is intended for authors/editors of DITA technical information, technical and administrative support staff members, and individuals and organizations evaluating the Arbortext DITA application.

People in related roles will also benefit from taking this course.

(10)

Agenda

Day 1

Module 1 Using Arbortext Editor Module 2 Editing Text

Module 3 Creating a DITA Topic Module 4 Creating a DITA Concept Module 5 Creating a DITA Task

Day 2

Module 6 Using Attributes

Module 7 Creating Cross-References and Links Module 8 Referencing Content and Images Module 9 Creating Tables

Day 3

Module 10 Authoring and Editing Management Tools Module 11 Creating DITA Maps

Module 12 Working with Relationship Tables

Module 13 Previewing and Printing DITA Documents Module 14 DITA Specialization

(11)

Course Content

Module 1. Using Arbortext Editor

i. Arbortext Editor Window Components ii. Collapsing Element Content

iii. Storing Preferences iv. Templates and Samples Knowledge Check Questions

Module 2. Editing Text i. Generated Text

ii. Cutting and Pasting Text Knowledge Check Questions

Module 3. Creating a DITA Topic i. DITA Topic Overview ii. DITA Topic Block Elements iii. Additional DITA Topic Elements

iv. Arbortext Editor and Document Structure Knowledge Check Questions

Module 4. Creating a DITA Concept i. DITA Concept Overview Knowledge Check Questions

Module 5. Creating a DITA Task i. DITA Task Overview Knowledge Check Questions

Module 6. Using Attributes i. About Attributes ii. Modifying Attributes iii. Generating an ID Button Knowledge Check Questions

Module 7. Creating Cross-References and Links i. Understanding Key References

ii. Resource Manager iii. Cross-Referencing

iv. Resource Manager Link/Xref Tab v. Related-Links Element

Knowledge Check Questions

Module 8. Referencing Content and Images i. Content Reuse

ii. Content Reference (conref)

(12)

iii. Understanding Content Key References

iv. Content References, Content Key References, and the Resource Manager v. Inserting Images/Graphics

Knowledge Check Questions

Module 9. Creating Tables i. Table Editing ii. Modifying Tables iii. Custom Tables iv. DITA Simple Table

v. DITA Properties Table vi. DITA Choice Table Knowledge Check Questions

Module 10. Authoring and Editing Management Tools i. Installing Language Dictionaries

ii. Change Tracking

iii. Comparing Two Documents iv. Profiling (Conditional Processing) Knowledge Check Questions

Module 11. Creating DITA Maps i. DITA Map Overview

ii. Using the Resource Manager with DITA Maps iii. Using Column View with DITA Maps

iv. Understanding the DITA Key Definition Map v. Working with the Resolved Document Knowledge Check Questions

Module 12. Working with Relationship Tables i. Understanding Relationship Tables ii. The Insert Relationship Table Dialog Box iii. Simple Relationship Table

iv. Complex Relationship Table

v. Using Attributes in a Relationship Table Knowledge Check Questions

Module 13. Previewing and Printing DITA Documents i. Using the Publishing Engine

ii. Previewing Window Components iii. Printing in Arbortext Editor iv. Using Touchup

v. Additional Publication Options vi. Publishing a DITA Map

(13)

vii. Profiling a DITA Map Knowledge Check Questions

Module 14. DITA Specialization i. DITA Specialization Overview ii. Understanding Specialization iii. How Specialization Works Knowledge Check Questions

(14)

Using Arbortext Styler 6.1

Overview

Course Code TRN-4412-T Course Length 3 Days

In this course, you will learn how to create stylesheets for authoring. You will also learn how to edit window displays, page outputs, and Web outputs. You will develop techniques for specifying formats for the Arbortext window display, review multiple outputs and stylesheet formats, and become familiar with relevant documentation. In addition, you will learn how to code stylesheet categories that affect the Arbortext window display and paged output, and how to apply context, position, and conditional-based formatting. You will also learn how to use derivation and property sets to design a stylesheet that is easy to maintain.

Finally, you will learn how to create and apply page sets, preview multiple outputs while developing Arbortext Styler stylesheets, export stylesheets to multiple types, and test your stylesheet to ensure its success.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Work effectively with Arbortext and stylesheets

• Review guidelines for getting started

• Become accustomed with Arbortext Styler

• Review styles

• Review formatting graphics

• Add generated text

• Review context-based and position-based formatting

• Review conditional based formatting

• Work with properties

• Assign space values and priorities

• Use default formatting

• Work with property sets

• Format text and generated text

• Number and label

• Create a Table of Contents

(15)

• Use cross-referencing

• Working with page sets

• Create and use modular Styler stylesheets

• Create footnotes

• Use the preview options in Arbortext Styler

• Export a PTC Arbortext Styler stylesheet to other formats

• Test documents

• Manage and associate multiple stylesheets

Prerequisites

• Basic computer skills in a Windows computing environment

• Introduction to XML, DITA and Arbortext or an equivalent amount of experience with XML

• Authoring using PTC Arbortext Editor 6.1 or equivalent work experience with PTC Arbortext Editor

• A solid understanding of general XML concepts and DTDs

Audience

• This course is intended for Arbortext stylesheet developers, programming developers, and system integrators. People in related roles will also benefit from taking this course.

(16)

Agenda

Day 1

Module 1 Introduction to Arbortext and Stylesheets Module 2 Guidelines for Getting Started

Module 3 Getting Started with Arbortext Styler Module 4 Styles

Module 5 Graphic Formatting Module 6 Adding Generated Text

Module 7 Context and Position-Based Formatting Module 8 Conditional-Based Formatting

Day 2

Module 9 Working with Properties

Module 10 Assigning Space Values and Priorities Module 11 Using Default Formatting

Module 12 Working with Property Sets

Module 13 Formatting Text and Generated Text Module 14 Numbering and Labeling

Module 15 Creating a Table of Contents Module 16 Using Cross-Referencing

Day 3

Module 17 Working with Page Sets

Module 18 Creating and Using Modular Arbortext Styler Stylesheets Module 19 Creating Footnotes

Module 20 Using the Preview Options in Arbortext Styler

Module 21 Exporting a PTC Arbortext Styler Stylesheet to Other Formats Module 22 Testing Documents

Module 23 Managing and Associating Multiple Stylesheets Module 24 Project

(17)

Course Content

Module 1. Introduction to Arbortext and Stylesheets i. Introduction to Arbortext and Stylesheets Knowledge Check Questions

Module 2. Guidelines for Getting Started i. Successful Stylesheet Development ii. Understanding Formatting Requirements iii. Understanding Requirements and Specifications Knowledge Check Questions

Module 3. Getting Started with Arbortext Styler i. About Arbortext Styler

ii. Arbortext Styler Concepts iii. Property Sets

iv. Storing Preferences

v. Working with a Resolved Document for Styling vi. Saving an Arbortext Styler Stylesheet

Knowledge Check Questions

Module 4. Styles i. Predefined Styles Knowledge Check Questions

Module 5. Graphic Formatting

i. Graphic Details in Arbortext Styler ii. Generating Graphics

Knowledge Check Questions

Module 6. Adding Generated Text i. Generated Text

Knowledge Check Questions

Module 7. Context and Position-Based Formatting i. Context

ii. Context Priority

iii. Context-Based Formatting

iv. Element Position Within its Parent v. Keeping Element Content Together Knowledge Check Questions

Module 8. Conditional-Based Formatting i. Attributes in an Arbortext Styler Stylesheet ii. Test Value

iii. Applying Conditions

(18)

iv. Editing an Existing Condition Knowledge Check Questions

Module 9. Working with Properties i. Derivation

ii. Derivation Chain Knowledge Check Questions

Module 10. Assigning Space Values and Priorities i. Spacing Before and Spacing After

Knowledge Check Questions

Module 11. Using Default Formatting i. Default Styles

ii. Indents

iii. The Breaks Category Knowledge Check Questions

Module 12. Working with Property Sets i. Working with Property Sets ii. Using Find Where Used Knowledge Check Questions

Module 13. Formatting Text and Generated Text i. User-Formatting Elements

Knowledge Check Questions

Module 14. Numbering and Labeling i. Understanding Titles and Numbering ii. Restart Numbering

iii. Using Run-In Titles Knowledge Check Questions

Module 15. Creating a Table of Contents i. Creating a Table of Contents Knowledge Check Questions

Module 16. Using Cross-Referencing i. Cross-Referencing

Knowledge Check Questions

Module 17. Working with Page Sets i. Print and PDF Page Sets ii. The Pages Sets Tab iii. Named Sizes

iv. The Page Region Tab v. Headers and Footers

(19)

Knowledge Check Questions

Module 18. Creating and Using Modular Arbortext Styler Stylesheets i. Arbortext Styler Stylesheet Modularization Overview

ii. Modules Dialog Box Knowledge Check Questions

Module 19. Creating Footnotes i. Footnote-Related Elements ii. Footnote Models

iii. Displaying Footnotes Knowledge Check Questions

Module 20. Using the Preview Options in Arbortext Styler i. Output Support Limitations

Knowledge Check Questions

Module 21. Exporting a PTC Arbortext Styler Stylesheet to Other Formats i. Exporting Stylesheets

Knowledge Check Questions

Module 22. Testing Documents i. The Importance of Testing Knowledge Check Questions

Module 23. Managing and Associating Multiple Stylesheets i. PTC Arbortext Editor Stylesheet Associations

Knowledge Check Questions Module 24. Project

Knowledge Check Questions

(20)

Web Based Curriculum Guide

 Authoring using Arbortext Editor 6.1

 Authoring for DITA using Arbortext Editor 6.1

 Using Arbortext Styler 6.1

(21)

Authoring using Arbortext Editor 6.1

Overview

Course Code WBT-4410-0

Course Length 24 Hours

In this course, you will learn the basic and advanced editing operations of Arbortext Editor. The course emphasizes hands-on experience, interaction between student and instructor, and a solid foundation in the fundamental skills and commands of this structured authoring tool.

After completing this course, you will know how to open, save, and close new and existing documents in Arbortext Editor. You will learn how to perform basic edit operations, such as cut, copy, and paste. You will also learn how to find and replace text and markup. You will learn how to insert, change, and delete markup and text. You will learn how to insert graphics and symbols, create and insert text entities, and add, modify, and delete attribute values. You will also learn how to create and edit tables.

You will learn how to use proofreading tools, such as the spelling checker and thesaurus.

Additionally, you will learn how to use profiles.

You will learn how to use Arbortext Editor’s change tracking feature to track changes in your documents, and also learn how to compare changes between different versions of a document. Finally, you will learn how to use Arbortext Command Language to perform basic operations in Arbortext Editor.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Use Arbortext Editor

• Edit text

• Insert and edit markup

• Assign attributes

• Insert special markup

• Create tables

• Author and edit management tools

• Preview and print documents

(22)

Prerequisites

• Basic computer skills in a Microsoft Windows computing environment

• Introduction to XML, DITA and Arbortext or Introduction to XML, DITA and Arbortext, or an equivalent amount of experience with XML and DITA

Audience

• This course is intended for authors/editors of technical information, technical and administrative support staff members, and individuals and organizations evaluating Arbortext Editor. People in related roles will also benefit from taking this course.

(23)

Table of Contents

Module 1 Using Arbortext Editor Module 2 Editing Text

Module 3 Inserting and Editing Markup Module 4 Assigning Attributes

Module 5 Inserting Special Markup Module 6 Creating Tables

Module 7 Authoring and Editing Management Tools Module 8 Previewing and Printing Documents

(24)

Authoring for DITA using Arbortext Editor 6.1

Overview

Course Code WBT-4411-0

Course Length 24 Hours

In this course, you will learn the basic and advanced editing operations of the Arbortext DITA application and Arbortext Editor. The course emphasizes hands-on experience, interaction between student and instructor, and a solid foundation in the fundamental skills and commands of the Arbortext DITA application.

You will learn basic functions such as opening and saving documents, replacing text and markup, adding and modifying attribute values and creating topics, tasks and references.

You will also learn how to use the Resource Manager to create cross-references and links, create content references, and insert graphics and images. You will also use profiles, compare document versions, create DITA maps, as well as print DITA documents.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Review the Darwin Information Typing Architecture

• Review using Arbortext Editor

• Edit text

• Create a DITA topic

• Create a DITA concept

• Create a DITA task

• Use attributes

• Create cross-references and links

• Reference content and images

• Create tables

• Use Authoring and Editing Management tools

• Create a DITA map

• Work with Relationship tables

• Preview and print DITA documents

• Review DITA specialization

(25)

Prerequisites

• Basic computer skills in a Windows computing environment

• Introduction to XML, DITA and Arbortext or Introduction to XML, DITA and Arbortext, or an equivalent amount of experience with XML and DITA

Audience

• This course is intended for authors/editors of DITA technical information, technical and administrative support staff members, and individuals and organizations evaluating the Arbortext DITA application.

People in related roles will also benefit from taking this course.

(26)

Table of Contents

Module 1 Using Arbortext Editor Module 2 Editing Text

Module 3 Creating a DITA Topic Module 4 Creating a DITA Concept Module 5 Creating a DITA Task Module 6 Using Attributes

Module 7 Creating Cross-References and Links Module 8 Referencing Content and Images Module 9 Creating Tables

Module 10 Authoring and Editing Management Tools Module 11 Creating DITA Maps

Module 12 Working with Relationship Tables

Module 13 Previewing and Printing DITA Documents Module 14 DITA Specialization

(27)

Using Arbortext Styler 6.1

Overview

Course Code WBT-4412-0 Course Length 24 Hours

In this course, you will learn how to create stylesheets for authoring. You will also learn how to edit window displays, page outputs, and Web outputs. You will develop techniques for specifying formats for the Arbortext window display, review multiple outputs and stylesheet formats, and become familiar with relevant documentation. In addition, you will learn how to code stylesheet categories that affect the Arbortext window display and paged output, and how to apply context, position, and conditional-based formatting. You will also learn how to use derivation and property sets to design a stylesheet that is easy to maintain.

Finally, you will learn how to create and apply page sets, preview multiple outputs while developing Arbortext Styler stylesheets, export stylesheets to multiple types, and test your stylesheet to ensure its success.

At the end of each module, you will complete a set of review questions to reinforce critical topics from that module. At the end of the course, you will complete a course assessment in Pro/FICIENCY intended to evaluate your understanding of the course as a whole.

Course Objectives

• Work effectively with Arbortext and stylesheets

• Review guidelines for getting started

• Become accustomed with Arbortext Styler

• Review styles

• Review formatting graphics

• Add generated text

• Review context-based and position-based formatting

• Review conditional based formatting

• Work with properties

• Assign space values and priorities

• Use default formatting

• Work with property sets

• Format text and generated text

• Number and label

• Create a Table of Contents

(28)

• Use cross-referencing

• Working with page sets

• Create and use modular Styler stylesheets

• Create footnotes

• Use the preview options in Arbortext Styler

• Export a PTC Arbortext Styler stylesheet to other formats

• Test documents

• Manage and associate multiple stylesheets

Prerequisites

• Basic computer skills in a Windows computing environment

• Introduction to XML, DITA and Arbortext or an equivalent amount of experience with XML

• Authoring using PTC Arbortext Editor 6.1 or equivalent work experience with PTC Arbortext Editor

• A solid understanding of general XML concepts and DTDs

Audience

• This course is intended for Arbortext stylesheet developers, programming developers, and system integrators. People in related roles will also benefit from taking this course.

(29)

Table of Contents

Module 1 Introduction to Arbortext and Stylesheets Module 2 Guidelines for Getting Started

Module 3 Getting Started with Arbortext Styler Module 4 Styles

Module 5 Graphic Formatting Module 6 Adding Generated Text

Module 7 Context and Position-Based Formatting Module 8 Conditional-Based Formatting

Module 9 Working with Properties

Module 10 Assigning Space Values and Priorities Module 11 Using Default Formatting

Module 12 Working with Property Sets

Module 13 Formatting Text and Generated Text Module 14 Numbering and Labeling

Module 15 Creating a Table of Contents Module 16 Using Cross-Referencing Module 17 Working with Page Sets

Module 18 Creating and Using Modular Arbortext Styler Stylesheets Module 19 Creating Footnotes

Module 20 Using the Preview Options in Arbortext Styler

Module 21 Exporting a PTC Arbortext Styler Stylesheet to Other Formats Module 22 Testing Documents

Module 23 Managing and Associating Multiple Stylesheets Module 24 Project

References

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