Usage of the Standard in the EnduraDocs Manager

Completely developing the document management capabilities of revisions in the EnduraDocs Manager required a solid metadata standard and method to effectively categorize documentation files. The Standard fulfilled our requirements providing a solid foundation for our developing. As an additional benefit, it is an established standard with ISO recognition and wide usage in CMS and other applications. This enhances a seamless integration of the EnduraDocs Software into the software landscape of your organization and the interoperability between authoring, content management, and delivery systems. As an open standard, the standard relies on common vocabulary for information and keeps our system independent of proprietary standards.

InformationUnits In the EnduraDocs Manager

The standard includes multiple types of containers for documentation files or similar content falling under the umbrella term InformationUnit. InformationUnits specialize on a content type and come with a predefined set of metadata. For example Documents are for complete sections of your documentation or legal documentation like the CE declaration of conformity. For the revisions in the EnduraDocs Manager we implemented the selection of Document and metadata attribute from the standard that promised to be most useful for our use case.

Document
Documents act like boxes that contain one PDF file, and provide it with metadata. Revisions with Documents work similarly to a file management system, allowing you to categorize your documentation by language and information type, and to assign additional metadata for enhanced navigability. During manual revision creation, you use Documents to set up your revision structure.
Topic
An Topic describes a reusable, self-contained piece of content that covers one piece of information. The usage is similar to the concept of modular topics used in DITA or similar authoring frameworks. To use Topics in the EnduraDocs Manager you must package them as an Archive and then create a revision based on it. You cannot create Topics manually in the EnduraDocs Manager.

Metadata Overview

Description Used For
DocumentType States which type of information an Document contains. Typical values for an DocumentTypes are assembly instructions or eC declaration of conformity. An Document can have multiple DocumentTypes if they apply.
  • Document
Component Connects the Document to a part of your device. This allows you to differentiate between Documents with the same information type (DocumentType) that belong to different parts of your device. Typical components would be pump, motor, control panel.
  • Document
  • Topic
Confidentiality Level Indicates that the Document contains sensitive or internal documentation files giving you additional control on who can access them in the EnduraDocs Viewer or Documentation Portal. To make the documentation files assigned to a Document publicly accessible (after publishing) its set the confidentiality level to Public. If you set it to Restricted, access to the documentation files assigned to the Document is prevented for operating personnel that are not on the e-mail whitelist of your workspace.
  • Document
  • Topic
TopicType States which type of information an Topic contains.
  • Topic
Language States the language of the documentation file.
  • Document
  • Topic