Customer Partnering: Data Gathering for Complex Online Documentation  

Technical communicators today must document complex applications used in complex environments. Information about users and use models is important under these conditions, especially if documentation will be presented online. Customer partnering, a method of information gathering that supplements surveys, contextual inquiries, usability testing, and interviews, provides a way of involving the users of complex applications in the design of information delivery systems. We used this method to help a client gather important information about user and use models and design a new information library for complex server computer systems.

Hackos, JoAnn T., Molly Hammar and Arthur Elser. ComTech Services (1997). Articles>Documentation>User Centered Design>Collaboration

Customer Satisfaction Lessons Learned from Building Furniture with Wordless Documentation  

Documentation and package design play a major role in customer satisfaction. The author tested three sets of wordless documentation by building pieces of furniture from three different manufacturers. While the construction methods, packaging, and wordless documentation methods were on the surface very similar, small differences had a significant impact on the usability of the instructions and the overall customer satisfaction with the documentation and the product. Decisions that were handled differently included visual verification of parts, whether or not extra hardware was provided and how it was provided, the appropriateness of the hardware, the quality of the hardware, the need for additional tools, and the care evidenced in packaging and labeling of parts. From these experiences, she makes recommendations for enhancing customer satisfaction that apply not just to wordless documentation, but to other consumer products.

Norris Bradford, Annette. STC Proceedings (2004). Articles>Documentation>Technical Illustration>User Experience

Customer Support on the Web

Customers avoid web-based customer support if information is not relevant, out of date or hard to find. Without a business commitment to addressing these issues, customers will continue to prefer contacting a service representative by phone.

Szuc, Daniel and Gerry Gaffney. Apogee (2005). Articles>Documentation>Help>Online

Customized Book-Based Electronic Collections: Case Study and Exploration of Issues  

Collections of technical documentation vary in their delivery media, file format, user interface and degree of integration of the component documents or information. This paper looks at definitions and attributes of collections before reviewing the development of book- based, customized CD collections in a company operating in a fast-changing industry. Issues arising from this case study are explored and findings are used to identify a broad categorization of collections and build a starting point check list for collection design. Major issues in collection building are summarized.

Symonds, Yosef. STC Proceedings (2004). Articles>Documentation>Online>Case Studies

Customizing the Appearance of Your Manual, Help System, and HTML Help System  

Doc-To-Help gives Help authors complete control over the look, feel, and content of a project's printed manual, Windows Help system, HTML files, and HTML Help system. Maintaining different content is controlled using Doc-To-Help's conditional text feature, which allows authors to mark content for print-only, online-only, WinHelp-only, and so on. In this article we discuss how you control the appearance of the printed manuals and Help using Word templates, and HTML output using cascading style.

ComponentOne (1999). Articles>Content Management>Single Sourcing>Documentation

Darwin Information Typing Architecture (DITA)  

The purpose of this research note is to introduce the Darwin Information Typing Architecture (DITA) and highlight its relationship to other information architectures like DocBook and Information Mapping.

Namahn (2005). Articles>Documentation>XML>DITA

The Darwin Information Typing Architecture (DITA): Applications for Globalization    

Translation of documentation has traditionally been a major expense in the globalization process, especially if translations are required for multiple languages. The Darwin Information Typing Architecture (DITA) is an XML-based architecture for creating topic-based and information-typed content. It provides a number of features that, in addition to supporting high-quality information delivery, allows for more efficient and reliable localization of information. This article provides both an introduction to DITA and a discussion of DITA features that enhance document globalization.

Harrison, Nancy. IEEE PCS (2005). Articles>Documentation>Localization>DITA

Dealing With an IT Scourge: Process Documentation  

In this article, we outline how IT analysts can effectively make determinations about the value of process documentation, and in the process, transform a potential scourge into a possible blessing.

Schiesser, Rich. TechRepublic (2005). Articles>Documentation>Programming>Project Management

The Death of Paper Manuals

I'll pay $20 for a manual. I'd even pay $30-40 for a manual (grudgingly...). But $65 for a manual that should be in the damn box to begin with? Sorry... NO.

DealMac (2003). Articles>Documentation>Online>Help

Decision Making: A Missing Facet of Effective Documentation  

The old school of software interface design and document writing took the view that if the user could find the information someplace, the user could use it. But simply sticking in details ignores how readers access and process information.

Albers, Michael J. ACM SIGDOC (1996). Presentations>Documentation>Management

Declarative Information in Software Manuals: What's the Use?    

Declarative information is often considered to be of little value to software manual users, for two reasons: some research results state that it is consistently skipped by users, and other research results show that declarative information does not enhance task performance. This study puts these conclusions to the test, because the research underlying them does not support such general conclusions. Two experiments are conducted to collect quantitative data about the selection and use of procedural and declarative information and to investigate whether or not the use of declarative information affects task performance and knowledge. A new technique for measuring information selection was developed for this purpose: the click and read method.

Ummelen, Nicole. ACM SIGDOC (2000). Articles>Documentation>Rhetoric

Defining Information Architecture Deliverables

One of the hottest topics these days in Information Architecture circles is documentation. This is probably partly because the IA's role is so ill defined. Our jobs sit perched between engineering and graphic design: go too far in one direction, we're doing the coding, go to far in the other and we are doing the design. Neither role maximizes the architect's key skills; defining the organizational structure and behavior of the web site or application. An IA is most effective when they leave implementation and final graphic design out of the mix. The documents they create to express this have to be crafted with equal skill and diplomacy.

Wodtke, Christina. SitePoint (2001). Articles>Information Design>Documentation

Delivering Documentation on CD-ROM and the Internet  

Many companies produce products on the cutting edge of technology but still publish documentation using old technology. At N.E.T., we develop our information with the goal of using the latest technologies; this includes using the Internet and CDROM as our primary modes of delivery.

Jones, Margaret and Pat Adams. STC Proceedings (1998). Articles>Documentation>Online

Delivering Training and Support Using Windows Help  

The Windows Help utility is familiar as a tool to provide context-sensitive and procedural help for people using a software application, but it also a highly effective tool for providing many kinds of desktop-based training and support within an organization. During this session, we look at a variety of systems built using Windows Help and explore why this was a good choice for the particular project.

Deaton, Mary M. STC Proceedings (1997). Articles>Documentation>Online>Help

Der Weg zum absoluten PDF-Standard in der Technischen Dokumentation

Kein Wunder müssen Technischen Redakteure die ganze Zeit Druckdaten aufbereiten, wenn jede Druckerei ein anderes Datenformat verlangt. Eine Lösung musste her. Ein Standard. Und so ist auch PDF/X-3 ein Thema in der Technischen Dokumentation.

TECOM (2003). (German) Articles>Documentation>Software>Adobe Acrobat

Design and Desktop Publishing

The sites linked from this directory provide resources relating to design and desktop publishing.

Technical Communicators Resource Site. Resources>Directories>Documentation

Design Checklists for Online Help

Online help systems have evolved over the past 20 years to meet the needs of our users. Designers must consider the content, format, presentation, navigation, and access methods of online help systems. A series of design checklists based on the past 20 years of research are presented in this paper, which summarizes a journal article currently being considered for publication. The latest trend in online help system design is embedded user assistance, which includes integrating information into the interface and including an embedded help pane within that interface to display a context-sensitive online help system.

Corbin Nichols, Michelle. WritersUA (2004). Articles>Documentation>Help>Online

Designing a Help System for a Web Site

When I worked for a large insurance company, my team as tasked with re-designing the customer service area for a external Web site that supports annuities and mutual fund customers. I proposed redesigning the entire site including an actual help system (like with ones you can create with RoboHelp) to reduce customer service support calls. I was really surprised that everyone thought this was such a novel idea -- I thought it made perfect sense. Then, it hit me -- you don't see a lot of help systems for Web sites.

Leonard-Wilkinson, Theresa A. W-edge Design (1999). Design>Web Design>Documentation

Designing a Product Documentation Library for the World Wide Web  

Designing a documentation library for the WWW requires understanding the unique capabilities of the Web and how they can be used to meet the documentation needs of customers. The Web is ideal for distributing information and interacting with customers, but certain considerations apply. Will you offer free Web access to manuals you normally sell? If you choose to limit library access to customers, how will you prevent unauthorized browsing? Do you want to use the Web to solicit readers’ comments? With the Web, you can effortlessly distribute new versions of documentation, but you must carefully identify each version to avoid customer support problems.

Bassow, Fern and Holly Gross. STC Proceedings (1996). Articles>Documentation>Online

Designing a Software User Assistance System

This article looks at a methodology for developing a software user assistance (UA) system in a structured manner. The software UA system could have both paper-based user manuals and online help systems.

Ferris, Tamara. Indus (2006). Articles>Documentation>Online>Help

Designing a Supplementary Web-Based Online Help System: A Case Study  

Computerized Medical Systems, Inc. (CMS) has implemented an extensive online help system based on HTML for its FOCUS radiation therapy planning system. Netscape Navigator was selected as the browser because FOCUS is based on the UNIX platform and Netscape was the only HTML browser available for UNIX.

Watson, Frank. STC Proceedings (2000). Presentations>Documentation>Online>Help

Designing an Online Help System Before the Interface is Ready  

Developing a Windows online help system that clients can use effectively and bringing it in on time and within budget is a challenging task. You can dramatically improve your chances of success by doing the following: Develop help as sofnvae is being developed (and even before!); Chunk information for easy reading and to facilitate reuse by other writers; Create design and style guidelines to cut down peer review and editing time; Develop and use information webs to cut down on technical review time; Integrate the information web and the user interface to complete your help system.

Henselmann, Mary Anne. STC Proceedings (1997). Presentations>Documentation>Help

Designing and Writing to Reduce User Errors  

A vast majority of documents (I consider print and online as documentation) often works to define the optimized error-free method of performing a task and provides a user with a straightforward solution. However, the user expects documentation to help solve problems and address errors. Thus, attention must be paid to potential problems users can have and how to correct them. Errors have different causes; the information designer should understand the potential types of errors since properly addressing each type requires a different approach in the design and documentation.

Albers, Michael J. STC Proceedings (2003). Articles>Documentation>Writing>Technical Writing

Designing Documentation for Visually-Impaired Users  

Preparing 'large-print' texts requires more than changing type size; it involves writing and structuring materials to meet the needs of an audience with varied physical challenges. For large print documents, format considerations include: using appropriate type, line length, and other design elements; setting all material flush left; and using lay-flat bindings. For braille documents, text may also need to eliminate or explain unusual symbols. Content considerations for both may include: replacement of graphics with descriptive text: brief orientation to the physical location and dimensions of objects; and reminders of help services. Cassette tapes offer one alternative to print or braille texts, plus serve other audiences.

Barthel, Brea. STC Proceedings (1994). Articles>Documentation>Accessibility