Monday, January 18, 2010
End Users are not dumb users
Monday, January 11, 2010
Documentation Questionnaire
Here are some questions that one can ask, irrespective of the type of application, domain or the project.
Questions for Project Manager
The first person you are likely to meet from the team is its project manager. Here are some of the important questions you need to ask the project manager:
- Product name: Sounds basic, eh? Well, the project name and the name of the application you will be documenting need not always be the same. Also, sometimes, product names need to be spelled in a specific way due to trademark purposes. Also, be sure to get the name of the customer.
- Release date and documentation deadline: Again, these two need not be (and, preferably, should not be) the same. For bigger projects, it is advisable to set deliverable date at least a week prior to the release date. This gives you time to check up context sensitive help.
In some cases, the documentation is delivered after the product release. In this case too, you need to be clear about the deadlines.
- Documentation suite: What are the documents to be submitted? A typical documentation suite would consist of installation guide, user manual and a technical reference manual.
- Deliverable format: Are the documents needed in PDF format? CHM help? Will the customer also need the source files?
- Documentation Scope: What is the expected depth of content in the documents? Should it be very descriptive, or just to-the-point? Contrary to the popular belief that user documentation shouldn't contain jargon, my personal observation is that it is necessary to use precise terminology.
The documentation scope largely depends upon the taget audience. See next point. - Target audience: Who will be the end users of the system? What are the assumptions about the skill level?
- Point of Contact and Communication channels: Usually you will interact with the project manager, but he might choose to appoint the team lead or the QA lead as your single point of contact. Ask what would be the medium of communication with the team lead and team members; will it be e-mail, Skype or face-to-face interactions?
- Content Management: Does the team use a content management system? VSS? SVN? Be sure to get ask about version control method.
- Reference documents: Ask about any available documentation about the product: design documents, understanding documents, etc.
- Access to servers, Mailing list, etc: You will also need access to various machines, servers, get your name added to the project mailing list.
- Client communication: What is the name of the client? Will you be involved in client communication?
In large projects, the project manager is likely to delegate the task of documentation communication to either the technical lead or the QA lead. Here are some of the important details you need to get from these people:
- Application overview: This is a bird’s eye view of the application and the domain. Ask about the purpose of the application, how exactly it helps the user to accomplish a particular task.
- System Overview: Each application consists of a number of components. Ask about how the individual modules interact with each other. Does the application use a database? Does it have a web-component?
- System configuration: Inquire about the minimum and recommended hardware and software components necessary to run the application. How RAM is sufficient? What service packs are required?
- Names of people and modules: On the people side, get the names of people in team and the modules they will be working on.
- Time slot: Rather than going up to the technical lead or QA lead every 10 minutes for doubts, it is better to have a time-slot in which you can get a bunch of questions cleared in one go. In a big project, ask for one hour every week; in a smaller project, ask for half hour every day.
As the documentation proceeds, you will be interacting with the individual members of the team: programmers and quality analysts. Apart from the questions specific to the application, here are some general queries that you can ask:
- How the modules are linked: How does component A interact with B? And how both of them relate to module C?
- Process workflow: Ask about a complete iteration of the process workflow; what are the inputs to the system how the system processes those inputs and what it generates as the output. Using flowcharts, sequence flow diagrams greatly helps.
- Bug fixes: Apart from change requests (usually from the customer), the main cause of any change in the product is bug fixes. QA indentify a bug, and developers fix it; sometimes making significant changes either in the functionality or the user interface. How does one keep abreast of it? The best way is to get access to the bug tracker for the project. In large projects, the bugs will be added in a bug-tracking system (such as Gemini, Bugzilla, etc.). In small projects, the team may make do with an Excel sheet that is shared and updated by the team. Whatever the bug-tracker may be, you need to have at least read-access to it.
- Troubleshooting: While using the application, you are likely to come across confusing workflows or screens. Put yourself in place of the user, and try to identify the steps you will need to implement for a work-around. Troubleshooting tips are an important part of documentation.
In small, non-complex projects, the team members should be able provide you with all the details, even those related to network. However, in big projects, it is a good idea to get your answers straight from the horses’ mouths, in this case the network guys.
- Network topology: What is the network topology: is it star, bus, or a composite?
- System-specific requirements: Inquire about any specific dependencies about the product. For example in Linux, it is good to have a list of RPM dependencies.
- Network requirements: Ask about administrator privileges, bandwidth requirements, firewall settings, and so on.
It is always a good practice to be directly interacting with the customer: it relives the project manager of undue communication, and resolves many misunderstandings. Here are some questions best answered by the customer.
- Document suite
- Document structure and templates
- Point of contact and Communication channel
- US-English/UK English
Monday, November 9, 2009
How the users use Online Help
Here are the observations:
- Contrary to the popular belief, users do use the help system at least for the first time when they face a problem. What counts is the ‘first impression’. If they are satisfied with the results, they tend to try the help before reaching out to other users/ tech support.
- Users prefer online help to a printed user manual. However, when the users need to follow instructions by referring the manual step-by-step, they prefer to take a printout rather than switching between the application window and the online help.
- When users take printouts of help file, they very frequently jot down their remarks and findings in the margins. It would be great for a technical writer to go through these ‘annotated’ help pages and update the help system wherever required.
- The most common location where the users look for help is the top-right corner of the application window. Place the link to help at any other location, and you are sure to confuse the users.
- Very rarely do the users refer online help for theoretical information. They prefer to have theory in a printed user manual. What the users usually look for in the online help is:
- Procedures
- What needs to be entered in a particular fieldUsers very rarely use the table of contents. The most preferred way is to type the query directly in the Search tab. The more advanced users try the Index tab before going to Search tab.
- Users are generally willing to try a few variations of the keyword or the query phrase. If they still do not find what they are looking for, they get quite frustrated. Also, broken hyperlinks give them fits.
- It is necessary to refer to the buttons, labels and captions exactly as they appear on the screen. For example, if a checkbox is labeled as ‘Allow Administrator Rights’, do not refer to it as the ‘Admin rights checkbox’.
- Users appreciate it when the help shows them easier ways of accomplishing their tasks. For example: Suggest Start |Run and typing winword than going all the way to Start | Programs | Microsoft Office | Microsoft Word.
- Pointers to additional resources, such as “See Also” or “Related Links” are quite useful and often used.
- Content is king. There is not much value in wringing one’s hands over whether to use ‘login' or 'log in' – users hardly pay any attention. Choose a particular style – one that is simple and yet clear – and stick to it.
- A section on Frequently Encountered Problems or Troubleshooting greatly enhances the value of documentation.
- If the application displays error messages that have error codes, it really helps to have a link in the error message itself, directing the user to the section in online help/user guide which explains what the error code means and how to resolve the error.
Thursday, October 8, 2009
Blogs & web sites on tech writing
Please note that this is by no means an exhaustive list, and I will keep adding to it in future posts.
Technical Writing blogs
- I'd rather be writing
- ffeathers
- Just Write Click
- When the muse strikes
- Shanghai Tech Writer
- Don't call me Tina
- Gryphon Mountain Journals
- Doc or Die
- Tech Tact
- HelpScribe
- Bad Language
- Adobe Technical Communication blog
- Writer's Technology Companion
- Cherry Leaf blog
- From the Doc side
- Tech Write Tips
- Tech Writer Blog Directory
- Technical Communication tag on WordPress
Technical Writing web sites
Sunday, June 29, 2008
My interview in company newsletter
Infospectrum, the company I work for, publishes a monthly newsletter, titled as Pulse. I am a member of its editorial board for last two years. Pulse has a section, “Rendezvous with Roving Reporter” in which we interview an in-house celebrity every month – usually the top brass and the senior project managers. Last month, however, the editorial team caught hold of me unawares and interviewed me for this section. It was a pleasant surprise, as I had completed 2 years at Infospectrum in the very same month.
The excerpts from the interview are as follows:
Describe yourself in one word...
The word that naturally comes to mind is “Intelligent” but some of my friends would vehemently object to it, hence I would say, “Inquisitive”
How did you become a technical writer?
I started my career as a programmer in .NET-SQL2000. However, within a short time, there were pangs of dissatisfaction, and realisation dawned that this wasn't something I would be happy doing for life. Writing is my passion and I love computers and technology. After a bit of soul-searching, I decided upon technical writing. Tushar Joshi referred me at Infospectrum. An interview followed, and here I am!
- Celebrity Facts
Created first user manual in 11th standard. His class was using Casio 100fx scientific calculator for Physics practicals and couldn’t figure out how to use some of its advanced features. Gautam created a simplified version of official user guide, which turned out to be very useful.
How’s it been working as a technical writer at IIPL?
It’s been a learning experience. Over the last two years, IIPL has given me exposure to diverse domains, and an onsite opportunity, which is still something of a rarity for technical writers.
Technical writing is rapidly evolving into a broader field of technical communication. The user documentation itself is morphing into a variety of formats: wikis, blogs, audio-visual aids. We need to adapt ourselves to this change.
Is writing an art or skill?
Writing a novel or a fiction story could be termed as an art, but Technical writing is a science, bound by definite rules. You gather facts about an application, analyze it for what is essential and what is not essential and then lay it down in a language that is stripped off any undue flourish.
Have you ever thought of writing a book? What kind of book it would be?
Aah, writing books (user manuals, reference documents) is what I do for a living! Apart from that…ummm…I would like to try writing a non-fiction book.
- Celebrity Facts
A Workaholic!! Comes early to office, usually before 9 AM in the morning, and often hangs around till 9 PM. An extreme case of all work and no play....
Your Role Models
Dr Abdul Kalam: he has shown that you can succeed on pure intelligence and hard work, without having to resort to underhand approaches
Bill Gates: I admire him for his intense passion and an unrelenting focus on his goals
Closer home, I am fascinated by the life story of Dr R A Mashelkar. A poor boy, who literally studied under streetlights on footpath, went on to become Director General of CSIR, world's largest chain of scientific laboratories!
What do you do when you are not in office?
You’d be amazed at the mess you can generate in your room over a week, by simply not doing any of the regular clean-up chores. So, on weekends I have my hands full – laundry to do, and broom to sweep the room.
Occasionally, you would find me drooling over books at Crossword, or watching some movie at multiplex. I am quite an active blogger as well.
- Celebrity Facts
A Book Worm!! A voracious reader…Gautam likes to read till late night. As told by his close friend, if you send him an SMS at 1 o’clock in night you are bound to get his reply.
Tell us something about your native place.
I hail from Goa, a beautiful state; with a laid-back life and non-confrontational, live-and-let-live culture. My hometown Ponda (pronounced Fonda) is situated in a valley, just 20 KM away from the seashore. Goa is more than just beaches and booze; this small state has given India some of its brightest jewels, be it in music, art or science.
- Celebrity Facts
Gautam loves gardening. Every birthday, he plants a tree in garden at home in Goa.
You have always been on the other side of the Hot Seat. How does it feel to be the one on the hot seat?
It feels uncomfortable! I wish it to be on record that this interview happened even after a lot of violent protests from me, and the only reason I acquiesced was, till now no one has refused to do an interview for Pulse. Nevertheless, I got a wonderful gift from my beloved team on my 2nd anniversary at IIPL!
One thing that struck me during this interview was, how difficult it is to answer seemingly easy questions like "what are your favourites"… There have been quite a few realizations about the questions we ask!
How has been experience at Pulse?
Some of my most enjoyable moments at IIPL have been time spent for Pulse. Here is an incident I wish to share with you all, and you can judge what kind of “celebrity” status I have... One of the contributors to Pulse wanted to make some changes in her article. I sent her a mail inquiring if she was done with the changes, and then, decided to follow up personally. Just as I was about to speak to her, she said, "Hold on! I have just received a mail from Editor of Pulse which I must answer right now. Then I will talk to you." I waited patiently as she typed and sent a lengthy reply to my mail; and only then calmly informed that I was the chap who had sent the mail.
The collaborative thought and effort that goes into shaping each edition of Pulse is truly something to be experienced! I take this opportunity to express my appreciation for all those with whom I have worked with during the last two years.
Friday, June 27, 2008
Gates shut down on Microsoft...
And that means a lot.
For the last three decades, Bill Gates has been the iconic figure of PC software industry; indeed he created the PC software industry. At a time when nobody knew what software exactly meant, Gates and Allen dreamt of a computer on every desk and Microsoft software in every computer.
But Gates wasn't just content with being a visionary; he decided to be the driving force in making this vision a reality. He brought to Microsoft ( and to the software industry at large) a hyper-competitive culture, one in which he often defined the rules of the games and sometimes broke them too.
30 years on, Microsoft continues to be the market leader in personal computer software, with its Windows operating system and Office productivity tools running on a billion computers worldwide, thus giving it a monopolistic market share of more than 90%.
Microsoft's phenomenal success hasn't hurt Gates. He has topped Forbes list of world's richest persons from 1995 through to 2007.
With great success comes great responsibility, and even greater criticism. A consortium of business rivals commonly known as NIOS (for Netscape, IBM, Oracle and Sun) is busy thinking up new ways to keep the rampaging Microsoft from exploiting its dominant position in desktop computing. Gates himself has been favourite punching bag of a number of groups, foremost among them the open source enthusiasts. He's often been maligned as a demonic figure, out to dominate the world. Gates has rarely responded to such personal attacks, instead focusing his energies in wiping out the competition.
On a personal level, Bill Gates has been my icon.
He has also handled his immense wealth responsibly. Post-Microsoft, he would be active full-time at Bill & Melinda Gates Foundation. With $32 billion from Bill Gates and equal amount from his friend Warren Buffet, it is today the world's wealthiest charitable trust, with primary focus on eradication of extreme poverty, lack of education and poor health standards across the globe. It remains for us to see how Bill Gates employs his formidable intelligence and immense wealth to fight these fearsome foes of humanity.
I also hope that he begins a blog of his own.
Here are some interesting links related to Bill G.
- Microsoft: Bill Gates executive page
- TIME 100: Article on Bill Gates
- TIME: In Search of the Real Bill Gates
- TIME: Bill goes back to school (highly recommended)
- Seattle Times: Bill Gates interview
- Fortune: How I Work - Bill Gates
- Joel on Software: My First BillG Review
- YouTube: Harvard speech (Parts 1 & 2)
- Bill Gates on 20/20 (Parts 1 & 2)
Sunday, May 11, 2008
A Document Patch A Day
When I began with technical writing, my preferred approach was top-down, which is, beginning every document with title, introduction, and then working my way towards the end of it.
Very soon, realization dawned that people do not need documents that much frequently, but when they do need it, they want it complete.
Then I happened to read Mr. Didier Thizy’s blog. In one of his posts, he puts forward the idea of “A Software Patch per day”.
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…. the source control must always be 100% functional. A customer request for a working version of the code, a tester's request for a last minute bug fix, a request to release an application update could come at any moment. Team members must always have access to the latest copy of working code. Nightly automated unit tests must all pass on the integration server. If the utmost quality in the source control is not preserved, then it becomes a bottleneck.
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This hit the nerve exactly. So I read on…
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…
Submitting a small patch every day has several advantages:
Small patches are easy to understand, so you'll increase the changes of getting a quality code review (if you dump a huge amount of code, the reviewer may miss things or worse, skip the review altogether)
Frequent patches mean that problems will be caught early, before the developer goes too far in the wrong direction. This is especially important when your team is made up of team members in different time zones.
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That got me thinking on how this concept could be customized for documentation. Here is a new process I have begun to adopt of late:
- Now I adopt a Zoom-In approach: First create the whole document structure, complete with title page, headers, footers, logo and copyrights, revision history, followed by all the chapter titles and major sub-topics. In our project, we have developed templates for all types of documents we would need, so preparing a document skeleton is quite a quick job.
- Next, I mark all the headings and sub-headings as TBD (To Be Done).
- Then I begin working on the contents; it could begin either with introduction or the procedures or screenshots, depending on the document.
- Before leaving for the day, I check in the document, making sure that the sections I had been working on are complete. Others are left marked as TBD.
- The next morning, I check out the document, and begin working on it.
- Around noon, just before leaving for lunch, I check in the document.
- After lunch, I might check out the same document again, or check out another one and proceed with my work.
The advantages of this practice are:
- Those who need the latest documents (for example, QA Team requiring a test-cases document), can take the updated copy by using “Get Latest”.
- Documents in the source control are “functional” at all the times, that is, even though they may not be complete, they can be reviewed or even delivered to client for the sections that are done.
- Since the entire document structure is ready, it gives a better idea of work completed so far and the work to be done. This helps a lot in providing time estimates.
- Since only a few sections are updated at a time, it facilitates document reviews.
I would like to know what you think about this approach and how it can be made better.


