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Authoring with the developerWorks Word and Writer templates

A step-by-step guide for authors to create articles and tutorials for publication on developerWorks

Ian Shields (ishields@us.ibm.com), Senior Programmer, IBM Japan, Software Group
Ian Shields
Ian Shields works on a multitude of Linux projects for the developerWorks Linux zone. He is a Senior Programmer at IBM at the Research Triangle Park, NC. He joined IBM in Canberra, Australia, as a Systems Engineer in 1973, and has since worked on communications systems and pervasive computing in Montreal, Canada, and RTP, NC. He has several patents and has published several papers. His undergraduate degree is in pure mathematics and philosophy from the Australian National University. He has an M.S. and Ph.D. in computer science from North Carolina State University. You can contact Ian at ishields@us.ibm.com.

Summary:  Welcome, authors! This article shows you how to prepare English-language technical articles and tutorials for publication on the worldwide developerWorks site using Microsoft® Word or OpenOffice.org Writer. The steps are simple. You download our template package for either Word or Writer, fill in the fields in the template, and then compose your article or tutorial according to the guidelines in the template. Tips for composing your content and submitting it to the developerWorks staff are also included in this article.

Date:  21 Mar 2009 (Published 12 Jul 2007)
Level:  Introductory PDF:  A4 and Letter (43KB | 12 pages)Get Adobe® Reader®
Activity:  4900 views

Looking for XML templates rather than word processor templates?

If you prefer to compose your content in XML format, we also offer XML templates for your use. See the companion article, "Authoring with the developerWorks XML templates."

Getting started

The editors at developerWorks look forward to working with you to publish your content. Please be sure you have presented your idea to a developerWorks editor and have obtained his or her approval to proceed with your content before using these instructions. If you haven't already, you can use our content submission form to submit your idea.

Articles and tutorials are published on developerWorks in HTML format, but are generated from XML (Extensible Markup Language) format. Your developerWorks editor will convert your Microsoft Word and OpenOffice.org Writer documents to our XML source format. The success of this conversion to XML depends on how closely the Word or Writer document that you submit follows the guidelines in the templates you'll be using.

If you are familiar with using styles in a word processor, you'll find our templates easy to use. If not, the templates contain detailed instructions on how to apply styles that match the composition tips and highlighting conventions described here.


Article template or tutorial template?

If you've browsed the developerWorks site, you know that authors contribute both articles and tutorials to developerWorks. Their format and purpose differ. Your developerWorks editor can help you decide which format better suits your content idea.

Tutorials

  • Tutorials have educational objectives; they teach. Rather than simply listing steps, tutorials explain why the step is done and how it relates to the overall objective. Tutorials spell out their educational objectives and time to completion (usually around two hours). After completing a tutorial, the reader should be able to repeat the learned task independently.
  • Tutorials can teach concepts or how to complete tasks. Many tutorials teach both concepts and tasks, and encourage readers to try the tasks while reading. To make it easy to follow along, tutorials often include sample code and advice for setting up the reader's environment. Tutorials also often chunk content into discrete and manageable tasks that make up the whole.
  • Tutorials published after March 1, 2009, don't require registration.
  • Tutorials average 20 to 30 pages when printed. And because the task may take several hours to complete, many readers print the tutorial PDF for reference during or after the task.
  • A tutorial can stand alone or be one part of a multi-part series.

Articles

  • Like tutorials, articles often teach, but less overtly than tutorials. Articles don't spell out their educational objectives or time to completion.
  • In addition to instructing readers on a particular task, articles can also introduce new concepts, architectures, or product features. These kinds of articles aim to raise readers' awareness and whet their appetite to learn more (perhaps by taking a developerWorks tutorial!). Other kinds of articles take a more persuasive tone, where the author shares his or her unique approach, perspective, or experience. And other kinds of articles delve into a new product or technology by interviewing an expert or reviewing current literature on the topic.
  • Articles don't require registration.
  • Articles average 10 pages or fewer when printed. Readers generally read article content online.
  • Like tutorials, an article can stand alone or be one part of a multi-part series.


Basic steps

Create an article or tutorial by following these steps:

  1. Download the author package for Word or Writer (see Downloads below) and unzip the file.
  2. Create your own article or tutorial template in Word or Writer, from the template file or by copying the sample article or tutorial.
  3. Edit your new article or tutorial to add your content, being sure to follow the guidelines in the template or sample.
  4. Send your article or tutorial, along with any separate files, such as images or code downloads, to your developerWorks editor.

Step 1. Download the author package

Download the Word author-package zip file if you use Word on Windows®, or the Writer author-package zip if you use Writer on Windows or Linux®. Place it in a suitable location (for example, C:\ on Windows or your home directory on Linux) and unzip it.

After you unzip the file, you should see a developerworks directory (or folder) containing either a word-templates or writer-templates subfolder, depending on which package you downloaded.

The files and tools included in the author package are designed for use on Linux or Windows. If you need assistance editing the templates using an operating system other than Windows or Linux, please contact your developerWorks editor.


Release notes

Before moving on to Step 2, let's preview what's changed in this release. The version 5.12 author packages for Word and Writer were released to authors on March 23, 2009. The templates in those packages conform to the 5.12 version of the developerWorks XML schema and stylesheets. You should prepare your article or tutorial using the 5.12 author package for Word or Writer as appropriate. If you are using an earlier release, you'll need to download the 5.12 author-package.zip file from the Downloads section below.

The 5.12 release of the Word and Writer author packages includes internal changes for supporting PDF generation and developerWorks micro sites. Both packages are synchronized with the 5.12 version of the developerWorks XML schema and stylesheets. In other words, when your developerWorks editor transforms the XML you submit, the HTML output will be valid and current. The external change of interest to authors, as reflected in the updated templates for articles and tutorials, is:

  • In the "Get products and technologies" section of Resources, the IBM product trials bullet includes updated text and coding. If you use the product trials bullet, please make sure you pick up the new XML templates or change that bullet to:
    <resource resource-category="Get products and technologies">Download 
    <a href="http://www.ibm.com/developerworks/downloads/" 
    onmouseover="linkQueryAppend(this)">IBM product evaluation versions</a> 
    or <a href="http://www.ibm.com/developerworks/downloads/soasandbox/"
    onmouseover="linkQueryAppend(this)">explore the online trials in 
    the IBM SOA Sandbox</a> and get your hands on application development tools 
    and middleware products from DB2<reg/>, Lotus<reg/>, 
    Rational<reg/>, Tivoli<reg/>, and WebSphere<reg/>.</resource>
    


Step 2. Create an article or tutorial

In this step, you'll set up your own article or tutorial starting from a template or a sample. Templates and samples each contain examples of most things you can use on developerWorks, including instructions to achieve acceptable formatting and the proper styles to apply.

Template
If you are experienced with writing for developerWorks, you may prefer to start from our templates. When you start from a template, you will be prompted to fill in several fields with required developerWorks information (see Table 2 below), before the instructional material is displayed.
Sample
If you are new to writing for developerWorks, we recommend you use a sample article or tutorial. With a sample, you can get started on your content right away. The required developerWorks information is filled with default values, so you will need to update the fields before sending your content to your editor.

To create your own article or tutorial, open the appropriate file listed in Table 1.

Table 1. Articles and tutorial templates and samples
Template or
sample
ProgramArticle or
tutorial
File
SampleWordArticlesample-article-word-5.12.doc
Tutorialsample-tutorial-word-5.12.doc
WriterArticlesample-article-writer-5.12.odt
Tutorialsample-tutorial-writer-5.12.odt
TemplateWordArticlearticle-word-5.12.dot
Tutorialtutorial-word-5.12.dot
WriterArticlearticle-writer-5.12.ott
Tutorialtutorial-writer-5.12.ott

When you first open a template, you are prompted to fill in the fields shown in Table 2. If you don't have all the information now, feel free to use the provided default values and update them later.

Table 2. Submission fields to be filled in
FieldOptional or
required
Contents
Type of SubmissionRequiredArticle or Tutorial. Select from the drop-down menu.
TitleRequiredTitle of your article or tutorial.
SubtitleOptionalSubtitle for your article or tutorial. Optional but recommended.
KeywordsOptionalSearch-engine keywords applicable to your article or tutorial.
PrefixOptionalPrefix to your name. Examples: Dr., Mr., or Ms.
GivenRequiredYour given name. Example: John
MiddleOptionalYour middle name(s) or initial(s). Example: D.
FamilyRequiredYour family name. Example: Doe
SuffixOptionalSuffix to your name. Examples: Jr., or IV
Job TitleRequiredYour job title. Example: Senior programmer
EmailRequiredYour email address.
BioRequiredYour biographical information. Include the experience and credentials that qualify you to write authoritatively on this topic.
CompanyRequiredThe name of your company. Example: IBM
Photo filenameOptionalThe name of a file containing a head-and-shoulders photo of you suitable for displaying with your biographical information.
AbstractRequiredYour article abstract. Put the main points and key phrases at the start of the abstract, because it will be truncated in search results. Aim for three to five sentences that express why the reader would care about the content (motive) and what he or she can gain from reading the content (benefits).

Save your new document using a name of your choice. If you started from a template, be sure to save as a regular document (.doc for Word or .odt for Writer) rather than a template.


Step 3. Edit your article or tutorial

Edit your article or tutorial following the guidelines in our sample article and tutorial files. These show you what style to apply to achieve formatting that will result in a successful transformation to developerWorks XML. It is extremely important that you format your content according to these guidelines. If you have any questions, please contact your developerWorks editor, to ensure that your content is not compromised.

Composition tips

The sample files (see Table 1) are your best source for comprehensive tips on developing your article or tutorial. Extensive comments in the samples guide you through every aspect of coding your article or tutorial. Here are some other tips you might find helpful:

  • You can cut and paste from other documents that you may already have. However, you will need to compare the styles that you import with the pasted text to be sure they match our examples.

  • The samples include examples of the constructs most commonly used in developerWorks articles and tutorials. If your content doesn't need something, say a list or a figure, then don't put one in just because the sample has one.
  • When including listings of sample code:

    • Confine code line lengths to 90 characters, INCLUDING blank spaces.
    • Confine code listing lengths to 100 lines, INCLUDING blank lines.
    • Avoid hard-coding blank spaces or tabs at the end of a line of sample code.
    • Avoid using tabs at the beginning of a line of sample code. If you must indent, use blank spaces.
    • Do not use color. If you want to highlight a portion of your sample code, use bold instead.

  • When providing downloadable sample code, zip the code up and send the zip file to your editor separately.

  • Create all artwork files, including screen captures, as .jpg or .gif files, and be sure they do not exceed 572 pixels in width (for articles) or 500 pixels in width (for tutorials). Send the artwork files to your editor. See "Illustrating your article or tutorial for developerWorks" to learn more about how to create and deliver effective graphics.

Highlighting conventions

Do you use italics or quotes for a book title? When should you use bold—or no highlighting at all? Table 2 shows the highlighting conventions recommended for developerWorks articles and tutorials.

Table 3. Recommended highlighting
Highlighted elementRecommended highlighting
"Article titles"Quotes
Book titles Italics
C/C++ code Courier or Courier New font
Classes Courier or Courier New font
Code samples HTML Preformatted style (Courier or Courier New font at 8pt)
Code snippets (less than one line) referenced in text Courier or Courier New font
Column or series names Italics
Command names Courier or Courier New font
Directory namesNo highlighting
Emphasis Italics. For example: "Use that to introduce a restrictive clause. Do not type over..."
Exception names Courier or Courier New font
File namesNo highlighting
Function calls Courier or Courier New font
GUI controls Bold. For example: "On the Installation menu, click Install a new feature > Finish."
Examples of HTML tags or portions Courier or Courier New font
Interfaces Courier or Courier New font
Keywords (such as static) Courier or Courier New font
Magazine titles Italics. For example: "See the related article in LinuxToday."
Message text or prompts addressed to the user Courier or Courier New font
Methods Courier or Courier New font
Objects Courier or Courier New font
Path namesNo highlighting
Terms defined in context Italics
Text entered by users Courier or Courier New font
"Tutorial titles"Quotes
Types (such as int or long) Courier or Courier New font
URLsNo highlighting
Variables Italics. For example: "... where myname represents your user ID..."
XML tags or portions Courier or Courier New font

Step 4. Send your article or tutorial to developerWorks

Once you've completed your content, you're ready to send it to your developerWorks editor. E-mail the Word or Writer file for your article or tutorial (along with any associated graphics or sample code) to your editor. For detailed guidelines and tips on creating and submitting graphics for your article, see "Illustrating your article or tutorial for developerWorks."

If you have any questions or problems, please contact your editor for additional help.



Downloads

DescriptionNameSizeDownload method
IBM developerWorks author package - Word, V5.12author-package-word-V5.12_20090320.zip251KBHTTP
IBM developerWorks author package - Writer, V5.12author-package-writer-V5.12_20090320.zip397KBHTTP

Information about download methods


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About the author

Ian Shields

Ian Shields works on a multitude of Linux projects for the developerWorks Linux zone. He is a Senior Programmer at IBM at the Research Triangle Park, NC. He joined IBM in Canberra, Australia, as a Systems Engineer in 1973, and has since worked on communications systems and pervasive computing in Montreal, Canada, and RTP, NC. He has several patents and has published several papers. His undergraduate degree is in pure mathematics and philosophy from the Australian National University. He has an M.S. and Ph.D. in computer science from North Carolina State University. You can contact Ian at ishields@us.ibm.com.

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