Posts Tagged ‘documentation managers’

Technically Exhaustive, Literally Unusable

Thursday, April 1st, 2010 - Posted By: Scott McDonough

Nobody reads these things anyway.”

If you’ve spent any time thinking about, developing or using technical documentation, it is likely you’re familiar with this old chestnut. The reasons behind this dismissive utterance may vary: too much information, not enough information,  problems with accessibility and navigation, language translation issues, etc. but any or all of these reasons are assuredly more than enough to relegate “the manual” to dust-collecting duty on a shelf somewhere.

Those responsible for creating technical documentation bristle at this sentiment, even as a generality. We are very quick to counter and extol at great length ( just ask next time you’ve got a few hours to spare…) the absolute critical necessity of quality technical documentation and the positive business benefits it can bring.  Yet somehow and despite this fact, there is no shortage whatsoever of product support documentation that yet again, will elicit from the user a resounding “huh?” at best.

It’s the “why” of this that remains of great interest to me. If the people who write the documentation know that there are ways to create something that would be more well-received, why aren’t they doing it?

It is because at the end of the day, the organization creates technical documentation through its business processes and policies, not the technical writers. Technical writers learn from day one that “above all else, consider your audience.”  However,  the vast majority of technical documentation we encounter on a daily basis would never lead you to believe that the user was of much concern at all.

By and large we accept this. Poor or unusable documentation perpetuates the notion that most of it is terrible, and therefore it’s not news nor a surprise to anyone. It’s just the way it is. The attitude that “nobody reads these things anyway” persists.

Why does this happen? What’s going on inside the organization which clearly places some measure of value on the importance of technical documentation, yet continues to put out materials that their customers aren’t using?

Well, here are some of the more common symptoms and causes that we’ve observed:

  • TMI (Too Much Information).  Apparently, if it has been written down and has to do with the product, then it must be included. All of it. Not only does this super-level of content make it extremely hard on the user, it makes the documentation development process extremely time consuming. The focus shifts away from usability to making sure there’s enough time to pack everything possible in, regardless if its quality or usefulness. “Better to have it in there than not!” is the default decision on questions of content and all too often this just makes things worse.
  • Writing style “of the engineer, for the engineer”. Often times when dealing with documentation that covers a particularly complex product, the end result can end up looking like a mildly breathed-on series of engineering white papers. However, if the user of the product is not a design engineer, but perhaps a technician or operator, this documentation will be of little use. It is the job of the technical writer, as the advocate for the audience, to make this information as accessible as possible. However, not all documentation is created by professional technical writers, and sometimes there’s just not time to properly re-work the content to a level that is sufficiently palatable for users. If the former is the case, perhaps those responsible for the development of the technical documentation should be trained on how to interview technical subject matter experts.
  • Failure to focus on the audience.  This dovetails in with the above, but much of the technical documentation we see regularly would benefit greatly simply by assessing it through the eyes of the user. If I am told that it is my responsibility to maintain a piece of equipment, then I, as the user of the manual that came with the equipment  want to be instructed on how to troubleshoot and repair. Chapter and verse regarding theory of operation will mean very little to me. Tell what to expect from the moment I open the box through installation, configuration and maintenance. Any information beyond that may be of little concern to me right now, so simply tell me where to find the rest and if I need it I’ll go looking for it. Most often, this lack of focus on the audience happens because it gets squeezed out in favor of trying to get every possible piece of information included as a priority. It is absolutely worth questioning and re-evaluating who the users of your technical documentation really are.
  • Deadlines and Industry Specification Requirements. For those companies that manufacturer many and diverse products, there’s simply not enough time to pay too much attention to usability. It’s hard enough to keep up with getting out any sort of documentation much less pieces that really focus in on and work for the users in a meaningful way. If you manufacturer certain products that are subject to regulation, it’s easy to fall into the routine of just meeting the minimum requirements for the documentation; requirements that do not necessarily account for what might work best for your users.

All of the above are symptomatic of the widely-held opinion that technical documentation is regarded as a “necessary evil” .

The realities of business processes and policies often limit the potential advantages that technical documentation can offer both the manufacturer and their customers. However, this can only be properly addressed when the organization chooses to make a proactive change. Otherwise the cycle of “it’s no good but no one reads these anyway/no one reads these anyway so it’s ok if it’s not that good” will continue to persist.

 

What is a Structured Document?

Monday, March 22nd, 2010 - Posted By: John Crews

This is a question commonly asked by our customers when we begin working with them on a single-source solution.  There is a short answer:

A structured document organizes paragraphs (elements) in a logical hierarchy, provides a means to attach tags (attributes) to individual paragraphs (elements), and gives you the ability to view the document in multiple ways.  FrameMaker ® (and other editors) also gives you the ability to manipulate the content of structured documents so that you can supply different outputs from the same document.

For this discussion, I will be using Adobe® FrameMaker® as my editor.  FrameMaker’s what-you-see-is-what-you-get view of structured documents is called the Document View.  If you have worked in unstructured Frame, this should look very familiar:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note, that all text is enclosed in brackets.  These brackets indicate element boundaries on the WYSIWYG view (Document View).  This correlates to the Structure View hierarchy described later.

The second way to view the document is called Structure View in FrameMaker.  The Structure View shows all elements (paragraphs) arranged in a hierarchy.  Each box represents an element.  An excerpt of the element text is displayed to the right of the element.  Below each element are Attributes assigned to the element.

The example highlighted below shows that the first element Bullet1 is assigned a value of 1 for the attribute Output.  The second element Bullet1 is assigned a value of 2 for the attribute Output.

In addition to managing the attributes and hierarchy of elements, you can also perform some edits in the Structure view.  If you right-click on an element, a context menu appears that describes several possible actions.  Typical shortcut buttons (ctrl+C for copy, ctrl+v for paste) function normally.  You can also drag-and-drop elements to move their location or to change their place within the hierarchy.

Most users who are accustomed to unstructured FrameMaker are used to working with the formatting toolbar.  Structured Frame does have this functionality; however, it also introduces an Element Catalog in place of the paragraph catalog.  The Element Catalog lists elements that may be selected to insert into the document and provides a tool-set for managing elements as you create them.  Using this catalog, you can insert an element into an existing element, wrap an existing element inside of a new element, and change the type of an existing element.  This tool set helps to minimize the complexity of managing the content from the Structure View.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Once you have an element in place, you can assign attributes using the Attribute Editor.  The editor displays potential attributes for a selected element and lists the predefined values that may be assigned.  Select the desired attribute, assign an attribute value, and then select the Set Value button.  This assigned value is then visible in the Structure View.

 

 

 

 

 

 

 

 

 

 

Using the Structured FrameMaker tool set helps to make management of complex single-sourced documents easier.  Creating a functional hierarchy allows you to manage content at all levels.  Attributes allow you control several output levels and types while ensuring that you are able to maintain accurate content.

Response to an Outsourcing Question Posted on LinkedIn’s Documentation Managers Group

Tuesday, February 9th, 2010 - Posted By: Scott McDonough

Recently, someone from a language translation services provider posted a good question in LinkedIn’s Documentation Managers group. As a language services provider, this person’s company is considering the addition of technical writing to their service offerings. The questions were “why do companies outsource technical writing, how frequently and to what extent?”

These are great questions, and I thought I’d re-post my thoughts here:

-The reasons why our clients choose to outsource technical writing are as varied as the companies themselves. In better economic times, it was often because thier internal resources simply did not have the capacity to meet the requirements. More recently, as internal staff levels have tapered off, we are seeing requests for assistance because the in-house resources that once were simply do not exist any longer.

Also, as [another commentor] pointed out, “technical writer” is a catch-all job title. All of our staff here would be more appropriately described as “content developers” as they have experience not only developing content for, say, product documentation but training curriculum and content for web applications as well. So there sometimes exists a disparity between what a potential customer thinks they need versus what they should be looking for. This subtle issue is one you should be aware of and one we deal with everyday. You may advertise that you are offering “technical writing” services, but your target customer may not equate their particular content development needs with technical writing necessarily because their subject matter happens to be training currciculum.

Some clients simply need an existing document edited to reflect some recent updates. Sometimes a file format conversion is required. Sometimes a person is needed on site to work with product teams to develop and deliver content. Sometimes clients hand over entire product documentation projects to be managed either on-site or remotely start to finish. Again, the reasons for and extent of outsourcing varies greatly.

-It has been our experience that larger companies having strong internal technical writing departments or resources, are often resistant to outsourcing, which makes sense and is to no one’s surprise. However, even these groups will often be receptive to learning more about how to manage their content more effectively. They may not want any help developing the content, but chances are they are drowning in a sea of it and may even be feeling pressure from the KM/ECM folks in their organization to do something about it. In this case, outsourcing the writing of their content probably isn’t going to be very attractive, but the services of a company or experienced technical writer may in fact be. Technical writers experienced with extensible content structure and delivery can still be a viable outsource option.

-A question that comes up frequently when discussing the outsourcing of technical writing is validation and verification of quality. This is especially relevant since the rise of lost-cost outsourcing across the globe. A low per-piece or per-hour rate can sound incredibly attractive to those considering outsourcing, but it must be evaluated to include the additional expenses of the contracting company’s project management and validation/verification time. The reality is that it is just not that simple as outsourcing to take advantage of a favorable exchange rate, there are real additional costs that have to be considered.

-More and more, and back to [another commentor's] point, it is simply not enough to offer pure content development work. While a valuable skill in and of itself, technical writers have found themselves having to respond to the needs of organizations that are shifting the focus to the management of their content. We have seen, over the last few years, more and more clients looking to us for assistance with the structure and management of their content, not just the development of the content. It seems it’s simply not enough to be able to develop content, it pays to know a thing or two about content management as well.

-Your position as a language services provider is probably a good one. We currently partner with a couple of similar service providers and those relationships have proven to be worthwhile.

For the complete discussion, here’s the link. (Though you may have to register for the group if you have not already.)