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Write On: Exploring New Directions in Technical Communications

7 Posts tagged with the documentation tag

Award-winning documentation

Posted by mmarques Nov 6, 2009

- By Michele Marques, Lead Information Developer, ITSM

 

It's that time of year, when local chapters of the Society for Technical Communication (STC) hold competitions. Every year, local chapters hold competitions for print and online documentation. Then, the best of the local entries move on to the society-level international competition.
In 2007 I entered the BMC Remedy IT Service Management Data Management Administrator's Guide in the Toronto chapter competition. This guide describes how to install and use the data management tool for BMC Remedy IT Service Management.

 

I entered the competition because:

  • This was a new manual - everything good (or bad) about this manual was my responsibility. Many times, I work on manuals that have other contributors - or that originated with previous authors.
  • I wanted to find out how my documentation held up to international standards.
  • I wanted to get feedback from technical writers outside my organization.

 

I ended up winning a merit award. It felt great to get award and feel validated for my work. But the feedback was especially helpful. People from outside my organization had a different take on what works and what could be improved. Today the guide is better than ever.

 

I'm fortunate to work with a team of writers and editors, but for a lone writer, the competition might be your best opportunity to get feedback from experienced technical communicators.

 

The postings in this blog are my own and don't necessarily represent BMC's opinion or position.

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- By Michele Marques, Lead Information Developer, ITSM

 

Some of you technical communicators have been working for years in XML and DITA. However, until recently, I wrote all of my product documentation in Adobe FrameMaker. Sure, you can write XML documents in FrameMaker. But I had been using "unstructured" mode, which doesn't enforce structure.

 

I just wrote a doc for an upcoming release using an XML editor and the DITA DTD. I was nervous starting out - after all, I've been using the same tools for years, and XML involves a new paradigm. But I also knew that this was a great time for me to move ahead in the new direction. I was about to reorganize the manual that I was working on.

 

Some things are easier in an XML authoring environment

Have you ever tried to reorganize a manual? Cutting and pasting between chapters isn't pretty - especially if you end up changing the hierarchy.

 

In XML, all my topics were separate files. All I had to do was edit (or create)  component and book maps. DITA uses component maps and book maps to determine the sequence and hierarchy of topics. Did I mention sequence and hierarchy? Each of the topics is a separate object in the component map; I can move the object up, down, left, and right. Within the topic, I have a title, and maybe one or more headings. The headings are relative to the topic title. But the overall hierarchy (which titles are chapter titles, which are heading1, which are heading2, and so on) is determined by the topic's placement in the hierarchy.

 

Actually, the titles aren't really chapter titles, heading1, and heading2 - that's a relic of paragraph styles from unstructured FrameMaker or Microsoft Word. Transforms give the visual appearance in the output (such as a PDF) that mark chapter titles and help readers differentiate between heading levels in the hierarchy.

 

But, enough of the technical digression. The point is that it was really easy to reorganize this material in the XML authoring environment!  If I had still been working in unstructured FrameMaker, I would be cutting and pasting.... and changing paragraph styles for the headings. And, somewhere along the line, I'd probably make a mistake or two, and maybe lose track of where I was in the hierarchy.

 

What about the pain?

OK, I didn't move into a fairytale when I started writing in XML. I'm new to this environment, so I'm still coming up to speed. As I learn the new tags and the new processes, I'm getting faster.

 

The most frustrating part was editing my index. I'm used to FrameMaker, where I have a tool (IXGEN) that will pull all of my index entries into one editable table - even sort them alphabetically. Then, I edit the entries in one place, and can push the changes back out to my FrameMaker files. And without this tool, I was able to generate an index, click with a special key combination on the index entry, and get to my index marker.

 

In the XML authoring environment, I can only see the generated index in my output (in this case, a PDF). I can see index entries as plain text within the XML topic files, but most of my index editing happens when I see the entire index together and realize that I need to modify some terms to be more consistent with others.

 

If any of you know about great tools for developing and editing index entries in XML topics, please let me know!

 

Was it worth the pain?

Yes! There are lots of benefits of working in small topic files. It's easier to reorganize material. And it's easier to divide parts of the document between writers. I'm looking forward to the next steps, when more people join me in this environment, and we can start sharing content.

 

The postings in this blog are my own and don't necessarily represent BMC's opinion or position.

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- By Michele Marques, Lead Information Developer, ITSM

 

Have new technologies changes the needs for how software users receive information about the product? Do new technologies better enable us to meet user information needs? I've always provided information to users as manuals (print and PDF) and   as online help. But with new technologies (or improvements to old   technologies), we have more options:
  • Video - showing the product in use
  • Interactivity - using Flash or other technologies to add tutorial    elements
  • Wikis and discussion forums - enabling customers to collaborate and    share information
  • Proactive assistance - offering information for the current task,    without the need for the user to click a help link
  • New devices to display information, such as PDAs and mobile    phones

 

  • I'm sure that there are other cool ways to provide information to users. Do   you have any examples of other ways to provide information?

    Cool doesn't necessarily mean useful

    As our users spend more time on Web 2.0 sites and checking web sites on   their mobile phones, does this change the way that they need to receive   information when getting help on software products? Do people who've grown   up on YouTube read manuals or online   help topics?  If not, perhaps we information developers need to adapt   to the new paradigm.

    But to determine what's really useful, we have to look at what our users   need, whether in  manuals, help, or other product information. Where do they get stuck?   How do they process information? How will they find the information that   we're providing?

     

     

    The postings in this blog are my own and don't necessarily represent BMC's opinion or position.

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    - By Michele Marques, Lead Information Developer, ITSM

    As an information developer, when I think of "documentation," I tend to think first of software manuals. Other people think of the documentation needed to complete their jobs: receipts, contracts, schedules, and standard operating procedures. What about you?

    My posts about documentation, so far, have been focussed on documenting how software works. I talk about printed manuals and online forms of documentation.

     

    Ronald Bartels pointed me to a page on his blog about problem management. When I check his posts about documentation, I see that while he is interested in the documentation about products, he seems mostly concerned with the documentation created by an IT department that is relevant to problem management - internally created documentation about how servers and other areas managed by the IT department have been set up, and standard operating procedures.

     

    What sort of documentation do you work with?

     

    The postings in this blog are my own and don't necessarily represent BMC's opinion or position.
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    - By Michele Marques, Lead Information Developer, ITSM

    How would technical communications look on the Facebook platform?

    On   Palimpset, Sarah blogged that she has recently joined Facebook and mused whether Facebook could be used for technical support or other technical communications.

     

    I started wondering what documentation might look like on Facebook or other social media. Currently, most documentation is the equivalent of Web 1.0 - printed manuals, PDFs, online help, and other forms that present useful information, but don't allow users to reorganize the information, to add to it, or to communicate. Communications with users are typically handled separately from documentation.

     

    What might documentation look like on the Facebook platform or other social media (Web 2.0) platforms?

     

    What is salient about Facebook for documentation?

     

    On your Facebook profile, information is presented in modules. These modules are typically small, although some expand to fit the content. As a user, you can control which modules to display, as well as their location on the screen.

     

    Facebook provides space for you or others to write ("the wall"). Additionally, many of the modules provide space to add comments. Notes can be used for longer, article-length pieces of information.

     

    On a user's profile, Facebook lists some of the user's friends, along with a link to display all friends.

     

    How are these features relevant to documentation?

     

    Information modules aren't new to technical writing. They're a key aspect of Content Management Systems, and have really taken off with XML and DITA. If we are using Facebook as a model, these information modules, would mostly contain small chunks of information, although some would expand for the needed content.

     

    The user would be able to control which types of modules to display, and where to locate them on the screen.

     

    Users would be able to annotate the documentation. These might be comments added to individual topics. If this were help on a multi-user system, each screen would have a place for messages, which could be a forum for adding tips or asking questions.

     

    Facebook is about people; the friends displayed are part of the user's social network. For documentation, instead of friends, a list of related topics would be listed. If the list were over six, six topics would be listed, with a link to the complete list of related topics.

     

    Can you give an example of how this might work?

     

    On Facebook, your profile is centered around you, the user. Everything is about you and your friends. For documentation, we must find another starting point. For example, if Facebook-like documentation were provided as a help system, the starting point could be the user's screen when clicking Help.

    Information modules might be available to:

    • List all tasks that can be performed on the current screen (with links to more information about the tasks)
    • List all tasks that include the current screen.
    • Describe the purpose of key fields on the screen.
    • Provide keyboard shortcuts, or other sorts of accelerators.

     

    Notes would be available to present concepts and procedures relevant to the current screen.

     

    A list of related tasks would be available.

     

    The user could writer on "the wall" to write notes to himself (or other users) about the current screen, and to pose questions that other users (or someone in Support) might answer.

     

    Does this seem like too much information to fit on one screen?

     

    Perhaps. But if the system is as configurable as the Facebook profiles, the user can remove any modules that he doesn't want to see. Also, he can arrange the modules in any order or column, so that the overall layout meets his needs.

     

    What about other social media platforms?

     

    What about them? What do you think documentation would be like if it used a platform based on Myspace, LinkedIn, or twitter? Does Facebook inspire you in a different way?

     

    If you have your own vision, write it up in your blog, and leave me a   comment. I'll post a round-up of the entries.

     

    The postings in this blog are my own and don't necessarily represent BMC's opinion or position.
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    - By Michele Marques, Lead Information Developer, ITSM

    I still find paper instructions with my software and hardware products, but there are fewer manuals, and the manuals are getting smaller. What sort of documentation do you get with the iPod?

     

    For many years I've heard the debate over whether to include printed manuals with the products. It seems like the move to PDF, online help, wikis, and blogs must finally be making a dent in how much we print, because one of the printer manufacturers is running a big ad compaign in an attempt to get people to print more.

     

    What sort of documentation do you get with the iPod?

     

    Recently, I finally got an iPod. Of course, as a writer, I find myself paying attention to how they provide documentation, and it gives me some ideas for documentation minimalism. Even with their simple design, Apple includes a small printed manual. More of a mini-brochure with just a few basics to get started.

     

    You have to go online to get a more complete manual. But what a great idea! Besides not wasting paper on printing (I didn't print my copy), I have the latest version.

     

    But even if you don't look at the manual, some of the less obvious features are displayed on the iPod where you need it. For example, a note in the Contact section provides instructions on how to load contacts if you don't synchronize with outlook. Or when I accidentally created an on-the-go play list, an additional on-the-go play list appeared and included a note explaining the feature.

     

    What does this mean for documenting larger products?

     

    The iPod is a simple consumer device. Although it's a great device, it supports only limited functionality (not that I necessarily want it to do more). Does the iPod's documentation offer any suggestions to how to improve the documentation experience for products that offer greater functionality, such as BMC Remedy Service Desk?

     

    To me, it seems like there are a few lessons that can be learned:

    • In the box, include printed materials only to cover the bare minimum of what people need to know to get started. This highlights what is needed to get started, and doesn't overwhelm people with information that they need only later.
    • Make the bulk of the manuals available on-line (although electronic copy included with the product distribution media might also work).
    • Provide help where they need it. Does this mean context-sensitive help? Field-level help? Help panels embedded in the product at key points? I'm not sure.

     

    What about you?

     

    How do you like to receive your product information? Do you have any examples of what works for you? and what doesn't? Leave a comment - I'd love to read your thoughts.

     

    The postings in this blog are my own and don't necessarily represent BMC's opinion or position.
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    - By Michele Marques, Lead Information Developer, ITSM

    Writers are concerned about documentation in an Agile environment. Here are my two cents.

    More and more developers are moving to Agile. As a result, information developers and technical writers are struggling with the best approach to creating documentation in an Agile environment. We don't want to write too much too early, for fear we will have to rework the document, as features change in subsequent iterations.

     

    Anne Gentle blogged   about creating a Documentation Plan in an Agile environment. Her approach is to keep the doc plan high-level, and not get into all the details. My approach is to include updates to the doc plan in the schedule.   I plan to work on the most solid features first, and update plans with each iteration.

     

    One great suggestion from Melody Locke is to include documentation in the acceptance criteria. I like this suggestion regardless of the development methodology being used. If documentation is truly part of the product, the product isn't complete without appropriate and accurate documentation.

     

    I'm still fairly new to agile. But I like getting feedback from customers early on. When we receive customer feedback in the early stages, it's easier to make adjustments. When I get feedback on the documentation, I have time to make the guides better serve the customer's information needs.

     

    The postings in this blog are my own and don't necessarily represent BMC's opinion or position.
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