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Volume Number: 18 (2002)
Issue Number: 04
Column Tag: User Experience
Apple Help and AppleScript Studio
by Gordon R. Meyer
Providing Help Systems for AppleScript Studio-based Applications
Apple Help and Aqua
AppleScript Studio is an exciting prospect for Scripters - we are no longer limited to creating the usual droplets or faceless utilities commonly associated with scripting language development.
But power and opportunity come at a price. AppleScript Studio development also "raises the bar" on expectations for how your application looks and behaves. Like any other application on Mac OS X, following the Aqua Human Interface Guidelines will ensure your new application provides an excellent user experience. This article focuses on one aspect of Aqua - providing onscreen user assistance with Apple Help.
Virtually every application needs a help system, and using Apple Help is an easy and fundamental step in adopting Aqua. To get started all you need is a set of HTML help files and this article. Aside from the time spent writing the help content, you can implement a working help system in minutes.
What is Apple Help?
Apple provides the Help Viewer application for displaying your help content. The Help Viewer is optimized for providing onscreen help. It displays HTML 3.2, any QuickTime media you care to use, and it can run AppleScript automations to assist users in accomplishing complex or common tasks. (Because AppleScript Studio-based applications are already scriptable by default, there is a lot of opportunity to enhance your help with useful automations. Something to consider after you've gotten your first-cut at Help implemented.)
The Help Viewer also provides a built-in search engine that quickly gives relevancy ranked search results for your help, and all the help installed on the user's computer. Shortly, you'll learn how to ensure your help content is searchable.
When your application adopts Apple Help, it will be automatically listed in the Help Center. The Help Center allows users to view and search an application's help without having to open the application. It's a great way to find out which applications can handle a special task that you have in mind.
There are more Apple Help features such as automatically building "table of contents" files or the ability to mix locally-stored and Internet-based content. For information about them, see Providing User Assistance with Apple Help. If you prefer to watch and listen instead of reading, the WWDC 2001 streaming video of the Apple Help session also introduces all the features and capabilities.
What type of information should you include in your help? Making good onscreen help is a whole article by itself, but the "Help" chapter in Aqua Human Interface Guidelines has some discussion, as does the WWDC 2001 session. If you would like some guidance consider using these resources.
For the purposes of this article, don't worry about all the bells and whistles, just get your content into HTML 3.2 format. You can repurpose existing files from your Web site, or use whatever HTML authoring tool you normally use and create the help from scratch.
Preparing Your Help Files
After you've written your help, you need to make one minor addition to identify the "start page" (or "home page) for your help book and provide the title of your help system for the Help Center.
You do both by adding one META tag to the start page for your book. This is typically the table of contents page, or the splash page, or whatever page you want users to see when the Help Viewer opens. If you're re-using content from your Web site, it might be the index.html file, for example.
Listing 1: AppleTitle example
<html> <head> <meta name=”AppleTitle” content=”MyAppName Help”> […] </head> <body> […] </body> </html>
The content of the AppleTitle tag is the name of your help book. This is the name that gets listed in the Help Center, and it's how Apple Help identifies which book to open from your application's help menu. The Aqua HI Guidelines recommend that you use the form "MyAppName Help".
Making your help searchable
The search engine in Help Viewer is fast. It can search hundreds of pages of help in just seconds, returning a list of the most relevant topics in your help book. To accomplish this it uses a pre-generated index file. To make your help searchable, which is strongly recommended for the best user experience, you use the Apple Help Indexing Tool. Please don't forget this important step, users get frustrated if they can't locate information by searching. (Indexing is also required if you're using some of the advanced features, such as Anchor Lookup, as described in the Apple Help documentation.)
The Apple Help Indexing Tool is installed in /Developer/Applications/. To use it, simply drop your folder of help files onto the tool. The Indexing Tools quickly scans all the pages and creates the search index file in the correct location.
drag-and-drop to enable searching
That's all there is to it. You can get fancier if you'd like, by adding keywords or changing the way some topics are indexed, but for most uses all you have to do is use the default Indexing Tools settings and drag-and-drop your help folder.
Add Your Help to Your Project
By adding the META tag and creating a search index you have finished everything you need to do to your help content. Next, you add the help files to your application's package and tell Cocoa you have a help system.
Importing into Project Builder
In Mac OS X help files are stored in an application's bundle. This keeps everything tidy - help always travels with the application when it's installed or moved on disk - and with Mac OS X's multi-lingual support it permits you to have localized help along with the application itself.
Select the Resources folder in Project Builder, and then choose Add Files from the Project menu. Select the main folder of your help content and turn on the option to create folder references, and then click the Add button.
Select this option when importing your help folder.
Your help folder is now listed in the Resources list.
Help files added to a project.
Add Help to the Property List
Choose Edit Active Target from the Project menu. Then click the Application Settings tab to display the settings for your build.
In the Basic Information section, specify a bundle identifier. See Inside Mac OS X: System Overview for more detail, but in brief you specify a unique identifier for your application using Java-style naming.
Enter a bundle identifier
Click the Expert button in the top right corner of the settings pane. This allows you to edit the Property List directly.
Click the New Sibling button, then edit the new entry so the key is CFBundleHelpBookName and the value is a string that matches the contents of the AppleTitle tag that you put in your HTML.
Add another new sibling called CFBundleHelpBookFolder with the value being the name of your help folder that you previously imported. In our example both key values are the same because the folder where we store our help files is named the same as our book. That's not a requirement, but it is conventional.
Specifying the help book and folder names
Edit The Help Menu
You're in the home stretch now. The last task is to rename the default Help menu that is automatically created for your application. You don't have to do anything to make the menu work; Cocoa provides the functionality automatically because of the changes you made to your property list.
In Project Builder, double-click your interface definition file (MainMenu.nib, unless you've changed it) to open it in Interface Builder.
In the menu layout, change the Help item to match the name of your help book. The Aqua guidelines recommend the form "MyAppName Help". Note that you automatically get the correct keyboard shortcut, courtesy of Cocoa.
Edit the Help menu item.
That's it, you're done! Build your app and try it out. When you select your new Help menu the Help Viewer will launch and open to your book. If it doesn't work make sure that the property list values match up with the appropriate AppleTitle and help folder names. Also check that you remembered to enter a bundle identifier for your application.
Your AppleScript Studio-based application is now one step closer to providing a great Aqua user experience and useful help for your customers. And, along the way, you've learned how to implement a help system for any Cocoa application.
Bibliography
Aqua Human Interface Guidelines
Help Chapter
Providing User Assistance with Apple Help
Apple Help Reference
Apple Help WWDC session 125, Mac OS Track
Streaming video from Apple Developer Connection (Membership required. Log in, then choose View ADC TV)
Inside Mac OS X: System Overview
Gordon Meyer (gordon@apple.com) works on Apple Help and related instructional products.
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