IS204 Technical Authoring
Introduction

NEW - Assessment 2 is now added

The aim of this course is to introduce students in the second year of the University of Brighton's computing degrees to the issues involved in designing and developing documentation for software and hardware products. It has no official prerequisites, but students will find it helpful to have followed the Desktop Publishing Module.

The course is process- as well product-oriented: in other words in addition to analysing  end products such as paper manuals, on-line help systems, Web pages and so on, we talk a lot about how these products are planned and produced. In particular, we look at the way the documentation and software design and development processes are (or perhaps "should be") woven together so that both can be tested, evaluated and eventually packaged and shipped together. Along the way we dip into topics such as the psychology of reading, elements of graphic design, writing for an international audience, hypertext, managing translation, authoring tools and the organisational politics of life as a technical author.


Miscellaneous

Have a look at this site, where the world's worst manuals are held up to ridicule…

AND

If you were ever tempted to think document design didn't matter, ask Al Gore or alternatively visit this site explaining how the misdesign of the Florida ballot paper undermined democracy as we know it. Worth exploring the rest of the site too.


Teaching Staff 

Lyn Pemberton
Watts 602
email: LP22@bton.ac.uk
tel: (01273) 642476


Learning outcomes 

On completion of this module, you should be able to:


Class Timetable 

Lecture:

Tuesday 3.00 - 4.00 in W502 (temporarily lodged in W501 from 2.00 - 3.00)

Workshops/tutorials:

T1 - Tuesday 4.00 - 5.00 in W502 (or W212 for practical work)


Resources 


The main resource for the course is the on-line information about the documentation job we'll be concentrating on in classes, the FABULA system. Click on the Fabula Wizard to go to the case study area.

The other major resource is the online help authoring system, DOT Help, which will be both a tool and a case study: your course work over the semester will involve creating new paper and online documentation for this system.

If you would like to buy a textbook to support the module (not obligatory) there are several options. One is Jonathan Price and Henry Korman. (1993). How to Communicate Technical Information (Benjamin Cummings). This is an attractive and practical book, informal and readable,  full of advice for the technical writing neophyte, particularly good for the writer working as a consultant.

Another really excellent textbook, concentrating solely on software documentation, is Thomas T. Barker's Writing Software Documentation: a Task-Oriented Approach (Allyn & Bacon). This takes a user-centred approach very similar to the one we take in IS204.

Other Recommended Books

Although not everyone's idea of a good read, the Standards Documents on both paper based (BS 7649, 1993) and on-line software documentation (BS 7830, 1996) are carefully crafted distillations of the experience and reflection of many professionals and are an excellent source of information and practical help.

Schriver, Karen A. (1997). Dynamics in Document Design. Another attractively produced book, but one that probably tells you more than you want to know at the moment about the academic status of technical writing in the US. An excellent and thorough source of information and references, though, especially on user analysis, psychology of reading, graphic design principles and the integration of illustration. This will very likely be the classic reference in the area from now on.

Tufte, Edward R. (1983). The Visual Display of Quantitative Data. Envisioning Information and
Gorgeously designed and produced books on graphic design and illustration. Try to spend some time in the library looking at these. If you only have half an hour, look at the map of Napoleon's retreat from Moscow in the 1983 book and be amazed.

Norman, D.A. (1990) The Design of Everyday Things. Penguin.
Read this whenever you are tempted to think that the reason people can't use your software is that they're stupid. This book will also change your relationship to taps, light switches and doorknobs forever.

James Hartley's (1994) Designing Instructional Text, 3rd edition, although primarily concerned with textbooks, is an excellent source of advice on the design decisions to be made for software documentation.

You may also like to get hold of a manual of writing, which will be useful throughout your career, whether or not writing is your main occupation. Two very popular and reasonably priced writing manuals are:

Strunk, W. and E.B. White. (1979). The Elements of Style. Macmillan.
Barrass, Robert. (1982). Students Must Write. (Methuen) - available in the Library at 808.042.

On-line resources

Mantex Information Design  - electronic publications and computer-based learning programs: a pot pourri of good information on a wide range of writing products

Society of Technical and Scientific Communicators (UK) - The professional organisation for UK Links to conferences, courses, articles, etc. Excellent section on standards.

Society for Technical Communication (US) - The US professional body, with searchable database of publications.

Technical Writing - a goldmine of information

Or carry out your own search here:

Google
Search WWW 


Course Outline 

Week 1 

Lecture: Introduction to software documentation in the context of the courses that students are following and the sorts of things they might do after University.

Tutorial: observing a new software user using think aloud protocols
Reading: Schriver on connecting two VCRs (pp. 228 - 246)

For more info…

Here's an interesting account of a day in the life of a technical writer.


Week 2 

Lecture: Document production process: knowledge gathering and specification

This session looks at the early parts of the design and development process, in which the technical writer uses the results of user, task and product analyses to put together a specification for the documentation and its components.

Tutorial: designing user scenarios for case study
Reading: Alan Cooper on personas

For more info…


Week 3 

Lecture: Document types - getting started, tutorials, CBT, reference manuals, quick reference cards, indexes, glossaries (Ch. 9 - 15)

In this session we look at the types of document, paper and on-line, you might want to produce for a given software product. We use a simple grid to clarify the decision making process. We look at a library and a document specification for the Fabula case study.
 

Slides here…
For more info on later stages of the process…


Week 4 

This week we look at the assignment for the first time and get started on producing library and document specifications for it.

Assessment 1 is here.


Week 5 

Lecture: Mechanics of writing and style

In this session we examine some of the guidelines suggested for technical writers (avoid ambiguous terms, make references clear, avoid ellipsis, use simple vocabulary, avoid technical jargon, match sequence to order of tasks, etc.) and compare these to the advice students have received in the past about their personal and academic writing (write in paragraphs, use elegant variation, always include a finite verb, use sophisticated vocabulary, use complex sentence structure).

Tutorial: Writing skills I - analysing and critiquing texts
Independent work: research Web resources for support on writing strategies, grammar, punctuation, professional organisations

For more details on the process of writing…


Week 6 

Lecture: Information design principles

Graphic designers interested in usability use type and space not only to make the text literally readable but also to "engineer" the reader's interaction with the text, in the following ways (see also Schriver, p.250 ff for more in this vein):

In this session we also look at examples of the use of type face, style and size, justification, paragraph design, columns and other layout issues.

Tutorial: Writing skills II - procedures
Independent work: draft content for procedures to be included in assessed work


Week 7 

Lecture: Helping Users Find Information
(based on Gretchen Hargis, Developing Quality Technical Information, Prentice Hall 1998)

Readers typically want to retrieve specific information for documentation, rather than read through a complete document. How should you design to achieve this?

For more details…

Tutorial: Writing skills III - making an index
Independent work: assessed work


Week 8 

Lecture: Writing on-line help.

This week we look at the relative merits of paper-based and on-line help, concentrating on the problems of reading on-line, the varieties of on-line help (context-sensitive help, interactive tutorials, on-line reference manuals, animated help, intelligent agents, Web -based help) and browsing vs search strategies for hypertext.

For more details…

Tutorial: analysis of on-line help for a locally available system, e.g. Microsoft Word
Independent work: assessed work


Week 9 

Lecture: Using Dot HLP
Dot HLP is a simple but powerful software tool with which you can plan and create on-line help.
For more details, see the DotHLP Web site.

Tutorial: practical DotHLP
Independent work: learning DotHLP


Week 10 

Lecture: Single source writing

Here we look at structured writing systems based on a variety of mark up languages and discuss the advantages and disadvantages of taking a single-source approach to documentation practice.

Tutorial: DotCHM - HTML Help
Independent work: planning on-line help system for case study


Week 11 

Lecture: Writing for the non-English-speaking market.

This session discusses the issues raised by linguistically and culturally diverse user populations and introduces the concepts of internationalisation and localisation, writing for translation and Controlled Languages. How does this relate to the case study?

More on this topic…

Tutorial: Internationalisation exercise
Independent work: begin to implement on-line help system sections for assessed work
 

Christmas Break

Week 12 

Beyond the desktop - designing help for new media, including computer games, interactive TV and mobile devices.
 

Tutorial and independent work: completing assessed work


Week 13

No classes - assessment week 


Assessment 

The course is assessed via a portfolio of pieces of written work which you carry out during the taught course. The rationale here is to give experience in a number of different types of practical software documentation while covering most of the course topics - general writing skills, procedural text, integrating text and graphics and hypertext writing. The individual assignments are as follows:
 



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Last edited 20 December 2002