writing memos

18
BIOINF 2202: Dental Informatics Seminar Instructors: Titus Schleyer, Heiko Spallek Writing technical documentation in IT

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Page 1: Writing memos

BIOINF 2202: Dental Informatics Seminar

Instructors: Titus Schleyer, Heiko Spallek

Writing technical documentation in IT

Page 2: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 2 of 18

A fundamental problem

“Nobody reads manuals.”Heiko Spallek,

always

Whose fault is that? The users’ or the writers’?

Page 3: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 3 of 18

Why don’t people read manuals?

• “No time.”

• “Can’t find what you are looking for.”

• “Can’t understand a thing.”

• “The instructions don’t work.”

• “What I want to do isn’t in the manual.”

What is really behind these statements?

Page 4: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 4 of 18

Documentation is a package

• Content

• Format

• Layout

• Language, grammar, style

• Usability

Parts Whose job is it?designer, developer, programmer

communications specialist, technical writer, manager

}technical writer, editor

everyone’s!

Writing good documentation is a team effort!

Page 5: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 5 of 18

Documentation as part of the software life cycle

Programming

Specifications Testing

Maintenance

Documentation

Page 6: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 6 of 18

Types of documentation

• Tutorial

• General, thematic

• Reference

• How to/FAQ

Page 7: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 7 of 18

A few questions to ask before writing …

• Who will use the document?

• How will they use it?

• Does the documentation contain the information to help the achieve their goals?

Page 8: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 8 of 18

Audience characteristics

• IT skill level• contextual knowledge (e.g. about similar

programs)• type

– programmer/developer– end user

• frequent• occasional• rare

• many times: multiple audiences!

Page 9: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 9 of 18

Some quality aspects of good documentation

• concise

• complete

• up-to-date

• free of jargon

• well organized

• accurate

• consistent

Page 10: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 10 of 18

In-class exercise: Complete a task with the provided documentation

• Excel 2003: Record/accept/reject revisions made by others in a spreadsheet.

• UPMC CTMA: Register a patient into a new study.• Turbo Prolog Reference Guide: Find out how to close a

window.• CorelDraw: Create this type of shape: • Access: Connect an Access database to a table in a

Foxpro database.• RoboHelp: Find out what “books” and “pages” are in

RoboHelp parlance.

• Please record the steps you used to complete the task!

Page 11: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 11 of 18

Parts of a good user manual

• Table of contents (two levels if necessary)

• Conventions

• What’s new

• Content

• Appendix

• Index

Page 12: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 12 of 18

Writing approach

• define audience, goals and content

• assume (almost) nothing about your reader

• put yourself in the reader’s position

• use conventions and a style guide

• be consistent

• avoid jargon

Page 13: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 13 of 18

Information design approach

• information:– create a hierarchy of importance– create a hierarchy of content

• clear, consistent layout

• user actions paired with outcomes

• create multiple entry points to information

• direct labeling

Page 14: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 14 of 18

A fundamental tenet

“Good information design is invisible …”

Titus Schleyer, today

… but mistakes in information design might not be visible to you.

Page 15: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 15 of 18

Usability testing for documentation

• Give users a formal task; use think-out-loud protocol.

• Hand your documentation to a user with a real problem.

• Have developers review your documentation.

Page 16: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 16 of 18

The idea of “living documentation”

• software lifecycle = documentation lifecycle• changes in software changes in

documentation• linking software to documentation artifacts (e.g.

screens)• usage data, customer input changes in

documentation• on-demand publishing, e.g. online or through

PDF

Page 17: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 17 of 18

Assignment – due 2/23/05

• Write a technote similar to the example on the course Webpage for your assigned task.

Page 18: Writing memos

Center for Dental Informatics

University of Pittsburgh School of Dental Medicine 18 of 18

Resources• Resource lists

– Resources for technical writers (www.writerswrite.com/technical/techlink.htm)– Technical documentation resources (

www.school-for-champions.com/techwriting/resources.htm)– Usernomics consultancy (www.usernomics.com/documentation.html)

• Books – H. Weiss. How To Write Usable User Documentation (2nd Edition). Oryx Press,

1991.– Michael Bremer. Untechnical Writing - How to Write About Technical Subjects

and Products So Anyone Can Understand. UnTechnical Press, 1999.• Short articles:

– Writing software manuals from the middle out (http://www.williamrice.com/content/view/21/32/)

– Better screenshots (www.williamrice.com/content/view/17/32/) – Living documentation: The future of technical writing (

www.poewar.com/articles/living_documentation.htm)