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

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Description

  • Copyright 2014
  • Dimensions: 7" x 9-1/8"
  • Edition: 3rd
  • eBook (Watermarked)
  • ISBN-10: 0-13-311900-9
  • ISBN-13: 978-0-13-311900-8

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 thatalwaysplace users front and center. This edition has been fully revised to help you consistently deliver therightcontent at therighttime.

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

Sample Content

Table of Contents

Preface xvii

Acknowledgments xix

About the authors xxiii

第1部分。介绍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

明智而审慎地使用屏幕截图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

附录b .检查范围h characteristics? 549

Glossary 555

Resources and references 565

Index 573

Updates

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