Published by IBM Press (June 23, 2014) © 2014

Michelle Carey | Moira Lanyi | Deirdre Longo | Eric Radzinski | Elizabeth Wilde | Shannon Rouiller
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    ISBN-13: 9780133119022

    Developing Quality Technical Information: A Handbook for Writers and Editors ,3rd edition

    Language: English

    The #1 Guide to Excellence in Technical Communication—Fully Updated for Embedded Assistance, Mobile, Search, Multimedia, and More

     

    Direct from IBM’s own content design experts, this guide shows you how to design product interfaces and technical information that always place users front and center. This edition has been fully revised to help you consistently deliver the right content at the right time.

     

    You’ll master today’s best practices to apply nine essential characteristics of high-quality technical information: accuracy, clarity, completeness, concreteness, organization, retrievability, style, task orientation, and visual effectiveness.

     

    Coverage Includes

    • Advocating for users throughout the entire product development process
    • Delivering information in an ordered manner by following progressive disclosure techniques
    • Optimizing content so that users can find it from anywhere
    • Streamlining information for mobile delivery
    • Helping users right where they are

    Whether you’re a writer, editor, information architect, user experience professional, or reviewer, this book shows you how to create great technical information, from the product design to the user interface, topics, and other media.

    • Thoroughly revised and updated
    • Extensive new coverage of self-documenting interfaces and embedded assistance
    • Updated practical guidelines and checklists
    • Hundreds of new examples

     

     

    Preface    xvii

    Acknowledgments    xix

    About the authors    xxiii

    Part 1. Introduction    1

    Chapter 1. Technical information continues to evolve    3

    Embedded assistance    4

    Progressive disclosure of information    9

    The technical writer’s role today    11

    Redefining quality technical information    13

    Chapter 2. Developing quality technical information    15

    Preparing to write: understanding users, goals, and product tasks    16

    Writing and rewriting    17

    Reviewing, testing, and evaluating technical information    19

    Part 2. Easy to use    21

    Chapter 3. Task orientation    23

    Write for the intended audience    25

    Present information from the users’ point of view    27

    Focus on users’ goals    32

    Identify tasks that support users’ goals    33

    Write user-oriented task topics, not function-oriented task topics    35

    Avoid an unnecessary focus on product features    41

    Indicate a practical reason for information    46

    Provide clear, step-by-step instructions    49

    Make each step a clear action for users to take    51

    Group steps for usability    53

    Clearly identify steps that are optional or conditional    58

    Task orientation checklist    64

    Chapter 4. Accuracy    67

    Research before you write    69

    Verify information that you write    74

    Maintain information currency    79

    Keep up with technical changes    79

    Avoid writing information that will become outdated    82

    Maintain consistency in all information about a subject    86

    Reuse information when possible    86

    Avoid introducing inconsistencies    88

    Use tools that automate checking for accuracy    93

    Accuracy checklist    96

    Chapter 5. Completeness    99

    Make user interfaces self-documenting    101

    Apply a pattern for disclosing information    107

    Cover all subjects that support users’ goals and only those subjects    115

    Create an outline or topic model    115

    Include only information based on user goals    118

    Make sure concepts and reference topics support the goals    122

    Cover each subject in only as much detail as users need    123

    Provide appropriate detail for your users and their experience level    123

    Include enough information    130

    Include only necessary information    136

    Repeat information only when users will benefit from it    141

    Completeness checklist    148

    Part 3. Easy to understand    151

    Chapter 6. Clarity    153

    Focus on the meaning    155

    Eliminate wordiness    161

    Write coherently    174

    Avoid ambiguity    180

    Use words as only one part of speech    180

    Avoid empty words    183

    Use words with a clear meaning    187

    Write positively    189

    Make the syntax of sentences clear    194

    Use pronouns correctly    199

    Place modifiers appropriately    201

    Use technical terms consistently and appropriately    205

    Decide whether to use a term    205

    Use terms consistently    207

    Define each term that is new to the intended audience    210

    Clarity checklist    212

    Chapter 7. Concreteness    215

    Consider the skill level and needs of users    220

    Use concreteness elements that are appropriate for the information type    223

    Use focused, realistic, and up-to-date concreteness elements    240

    Use scenarios to illustrate tasks and to provide overviews    243

    Make code examples and samples easy to use    247

    Set the context for examples and scenarios    251

    Use similes and analogies to relate unfamiliar information to familiar information    253

    Use specific language    256

    Concreteness checklist    259

    Chapter 8. Style    261

    Use active and passive voice appropriately    263

    Convey the right tone    267

    Avoid gender and cultural bias    273

    Spell terms consistently and correctly    276

    Use proper capitalization    280

    Use consistent and correct punctuation    284

    Apply consistent highlighting    296

    Make elements parallel    302

    Apply templates and reuse commonly used expressions    305

    Use consistent markup tagging    311

    Style checklist    314

    Part 4. Easy to find    317

    Chapter 9. Organization    319

    Put information where users expect it    322

    Separate contextual information from other types of information    324

    Separate contextual information into the appropriate type of embedded assistance    332

    Separate noncontextual information into discrete topics by type    337

    Arrange elements to facilitate navigation    345

    Organize elements sequentially    350

    Organize elements consistently    354

    Reveal how elements fit together    360

    Emphasize main points; subordinate secondary points    366

    Organization checklist    376

    Chapter 10. Retrievability    379

    Optimize for searching and browsing    381

    Use clear, descriptive titles    381

    Use keywords effectively    384

    Optimize the table of contents for scanning    389

    Guide users through the information    394

    Link appropriately    399

    Link to essential information    400

    Avoid redundant links    405

    Use effective wording for links    409

    Provide helpful entry points    413

    Retrievability checklist    420

    Chapter 11. Visual effectiveness    421

    Apply visual design practices to textual elements    424

    Use graphics that are meaningful and appropriate    431

    Illustrate significant tasks and concepts    431

    Make information interactive    441

    Use screen captures judiciously    448

    Apply a consistent visual style    460

    Use visual elements to help users find what they need    467

    Ensure that visual elements are accessible to all users    478

    Visual effectiveness checklist    483

    Part 5. Putting it all together    485

    Chapter 12. Applying more than one quality characteristic    487

    Applying quality characteristics to progressively disclosed information    488

    Applying quality characteristics to information for an international audience    494

    Applying quality characteristics to topic-based information    501

    Chapter 13. Reviewing, testing, and evaluating technical information    515

    Reviewing technical information    516

    Testing information for usability    518

    Testing technical information    524

    Editing and evaluating technical information    527

    Reading and editing the information    531

    Reviewing the visual elements    536

    Part 6. Appendixes    543

    Appendix A. Quality checklist    545

    Appendix B. Who checks which characteristics?    549

    Glossary    555

    Resources and references    565

    Index    573