Posts Tagged ‘product documentation’

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.

Import Images by Reference – Advil for Drawing Revision Headaches

Wednesday, March 10th, 2010 - Posted By: John Crews

Our Customers Ask…

“Our company frequently revises our engineering drawings.  Several of these drawings are included in our product guides.  How can we efficiently ensure that the latest drawings are included in our manuals?”

PPI Answers…

We use a repeatable method to ensure that our customers’ latest drawings are always included in documentation.  The key lies in the way we import images.

When you insert a drawing into an Adobe® FrameMaker® document, you have the option of either embedding or referencing the image file.  If you select the embed option, the file is imported as a static part of the document.

Instead, selecting the Import by Reference option tells FrameMaker® to check the source file each time you open the document.  This means that if you change your drawing, save it in the same location by the same name, then FrameMaker® will display the updated image next time it opens the document. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Voila! Automatic drawing updates!   The tricky part is building a sustainable file structure that allows you to manage the images while retaining revision control.  Most organizations use the name of their drawing files to track revisions.  This can still be done while setting up a file structure that promotes referencing vs. embedding image files.

 A common file structure might look like this:

Each file name includes a brief description of the file and shows what revision.  Users can tell at a glance what file is the latest revision.

 In order to make the best use of the Import by Reference option, you might consider adding an Active folder to your file structure.  The files in the Active  folder should not have the revision information in the title.  For example

 

 

When you update a drawing, follow these steps;

  1. Save the file as you normally would.
  2. Save a copy of the drawing to the Active folder
  3. Rename the file so that it has the same name as the previous revision.  This way, FrameMaker knows what drawing files should be displayed. 

Managing your files this way saves you the nightmare of hunting through existing documents and replacing images every time a drawing is revised.

Sometimes, you’ve got to call in SWAT

Monday, March 8th, 2010 - Posted By: Scott McDonough

Everyone knows that when a situation gets out of hand and the first responders are in over their heads, sometimes you’ve got call in SWAT. 

Police work? No, something far more adrenaline-fueled and dangerous. Documentation.

Picture this:

A manufacturer is scrambling to finish up and prepare for delivery the latest iteration of one of their most popular pieces of equipment. Three weeks before it is scheduled to ship, someone realizes they forgot to prepare the operator and service documentation that is required to accompany the equipment to their customer overseas.

Internal resources are tapped. Engineers and technicians work day and night preparing the machine for shipment and delivery. In an office adjacent to the assembly floor,  the engineering manager and product line manager furrow their brows with growing concern. Completing the documentation on time is only one-half the problem. The other half is doing so in such a way that corresponds favorably with the quality and innovation of this new piece of equipment. A hastily assembled three-ring binder full of notes and photocopied vendor-supplied spec sheets just weren’t going to cut it this time.

What do they do?

They call in a SWAT team. Well, ok. Maybe not the guys with the bullet proof vests and flash-bang grenades, but a documentation SWAT team. (Which, let’s face it, is almost as cool.) This team shows up in khakis and button-down shirts, armed with notebooks, digital cameras and laptops loaded with high-power publishing software.

And like the real SWAT, this documentation team is equipped with special training.  Armed with the education and real-world experience of mechanical and electrical engineering as well as computer science and communications, a well-rounded team of specialists that is singularly focused on the mission of getting in and getting back out with minimal long-term cost.

When the team shows up on site, they rapidly assess the situation and map out a plan. In short order, a project scope is hammered out, and the team goes to work.

The team descends on the equipment and rapidly determine how it works, what the major components are, and what needs to be included in the documentation. Encounters with engineers and technicians might prove troublesome for some teams, but not this one. They speak the language; fluent in “engineer” and well-versed in the world of equipment manufacturing. At the same time, the teams’ offsite support are already preparing a template to house the content.

The team supplies everything. Need a picture of this component? No problem. Need to facilitate the inclusion of  CE warning labels but can’t find all of them? They’ll find them. Need an engineering drawing converted or modified? They’ve got you covered. Need to facilitate the upload of  large files for inclusion into the documentation? The team will have a secure file transfer site up for you in minutes. Want to design a completely new documentation layout to better represent your company? The team will provide you with samples to choose from, or create a completely new one. Have a requirement for an additional language? They have specialists for that, too.

Digital cameras flash. The rapid firing of keystrokes punctuates the noise of the assembly floor. Notepads are exhausted and pens run dry.

It’s the end of day one, and the team is ready to present a working outline. By the end of week one, the team will have draft content ready for review. By the end of week three, the documentation has been completed and delivered. Along the way, the team has reported daily and weekly progress, organized and facilitated review meetings, and managed the process of seeking out, capturing, and maintaining content edits.

Wouldn’t it be great if such a team existed? A team of specialists that you could call in to respond to your product documentation needs without having to hold their hands? A team that has the skills, know-how and appreciation for your time and resources? A team that could get in, get out and provide you with a quality and on-time deliverable with no long-term investment? Sound too good to be true?

Some questions for equipment manufacturers out there:

Have you ever wished for a documentation “SWAT” team? What would prevent you from utilizing such a team? What questions or concerns might you ask or want to discuss with this team?

I’d love to hear your thoughts. Drop us a note here or feel free to use the comments feature.

 

Is Your Product Documentation Letting the Side Down?

Tuesday, March 2nd, 2010 - Posted By: Scott McDonough

Look at any trade magazine, industry e-newsletter or website and you’ll continue to find evidence of dollars being spent in the pursuit of the next sale.  Even in economic downturns, (or perhaps exactly because of an economic downturn), it seems manufacturers are still willing to go to just about  any length to get the word about their company and extol the virtues of their products.

In today’s world of user-friendly and largely free social media tools, it’s understandable that this trend continues. In relatively little time, with relatively little cost, manufacturers large and small can stake their claim on the web and create a fresh,  forward-facing identity to engage potential customers with a whole new strategy. Manufacturers across the country and the world are scrambling to become experts in the brave new world of social media. Facebook, Twitter, and YouTube used to be banned during working hours, now they’re almost a requirement.

And let’s not forget the more traditional methods of marketing, including the entirety of various MarComm initiatives, as well as ad buys in the aforementioned trade journals and/or banner space in e-newsletters, trade websites and the like.

However you as a manufacturer define your strategy of getting the word out about your products, it adds up to a significant, concerted series of costs and efforts designed to generate leads, and from leads, sales.

But what happens after the sale? Have you considered that your product documentation is letting the side down? Or even worse, could your product documentation be preventing a sale?

For your consideration:

  • Given all the time and effort that go into creating a brand that properly targets and engages your customers, does your product documentation support the perception of your brand? Is the gleam of your world-class marketing effort being dulled by a ratty binder of photocopied sheets that you affectionately refer to as the “operator’s manual”? At a minimum, stop and consider what kind of impression is left on your customer by your documentation after the sale.
  • Are you using your product documentation to sell after the sale? If your product requires consumables, service parts, or optional upgrades, you should be.  From the correct contact information for service reps to detailed information on the benefits of genuine OEM consumables to instructions on how to get spare parts, it’s always worth your while as a manufacturer to ensure you are taking advantage of this opportunity to make these additional sales. Do you offer product or process-specific training for customers? Why not include this type of information in your product documentation as well?
  • Is your product documentation available online? Many people use the availability and quality of product documentation as a factor in their purchase decisions. Is yours available online, and if it isn’t today, would you have any reservations about making it available online as it stands today? Could be one more reason for your customer to decide to buy from you. Even if you deal strictly in custom equipment, it may be worth creating a “generic” sample and make it available to potential customers of an example of your world-class products and support.
  • Take a look at your competitors’ product documentation. Is yours comparable? What things do you think they do a better job of, and what things do you feel you do a better job of? Next time your boss asks you to sit in on a marketing strategy session, it would be worth your time to have this list or some examples handy.

Product documentation is often overlooked or dismissed as a necessary evil, yet it should have just as an important role as every other play in your marketing strategy playbook. Don’t make the mistake of allowing it to let your side down.