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Documentation Planning and Library Design in a Web 2.0 World Ni k Bl i l Nicky Bleiel Senior Information Developer ComponentOne DocTrain West 2008 Vancouver, Canada May 7, 2008

Documentation Planning and Library Design in a Web 2.0 World

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Presented by Nicky Bleiel at Documentation and Training West, May 6-9, 2008 in Vancouver, BCDocumentation deliverables have evolved beyond manuals and online help in recent years, and with the emergence of Web 2.0, things are changing faster than ever. Technical communicators have many more options to enhance the user experience, and developing many of them provide the opportunity to work with other departments to find a more holistic approach to content development and delivery. But there is no one-size-fits-all set of solutions. This session will review the types of analysis you need to do to determine which deliverables are right for your project, your customer, and your company.Other factors that cant be ignored, such as translation needs, staff/time constraints, file size limitations, corporate image and control, and proprietary concerns will also be discussed, including: * Analyzing the Product - Intended audience; delivery method (desktop, web application, etc.); competitor offerings; software development methodology. The UI as part of the Help system. Product Management expectations. * Identifying User Wants and Needs—Preferences and expectations for information; work environment; knowledge and experience levels. * Ascertaining Internal Needs and Opportunities—Working with Training, Support, and Marketing to reduce duplication and provide the user with consistent, useful information. Finding ways to incorporate information from other departments to improve documentation. * Accessing Deliverable Options what is the optimum mix for the product?—The traditional: online help, manuals, embedded help, job aids, forums, web sites, technical support knowledgebases. Emerging trends: wikis, blogs, RSS feeds, software demonstrations, podcasts, and other collaborative tools. They can supplement and/or enhance the traditional. Or, they may be a better fit for internal knowledge management or marketing use. * Optimizing the Library—Single-sourcing; best practices for structuring information; continuous publishing.

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Page 1: Documentation Planning and Library Design in a Web 2.0 World

Documentation Planning and Library Design in a Web 2.0 World

Ni k Bl i lNicky BleielSenior Information DeveloperComponentOneDocTrain West 2008Vancouver, CanadaMay 7, 2008

Page 2: Documentation Planning and Library Design in a Web 2.0 World

What we’ll discussWhat we ll discuss• Analysisy• Deliverables

• TraditionalTraditional• Web 2.0

• Putting it all together• Putting it all together

Page 3: Documentation Planning and Library Design in a Web 2.0 World

Bottom Line

What it’s all about …

• Giving customers what they needB l i d d d• Balancing customer needs and company needs

• Driving the deliverables

Page 4: Documentation Planning and Library Design in a Web 2.0 World

PRODUCT ANALYSIS

Page 5: Documentation Planning and Library Design in a Web 2.0 World

Product Analysisy

• How is the product delivered?p• What is your software development

process? • What are the current library deliverables?

Page 6: Documentation Planning and Library Design in a Web 2.0 World

User Wants and NeedsUser Wants and Needs• How they workYour • Where they work• Skill level

audience

• Preferences

Page 7: Documentation Planning and Library Design in a Web 2.0 World

User Wants and NeedsUser Wants and Needs• Interview How to find

– Customer Support – Q/A

out

– Training– Power Users

• Read customer forum• Site visits• Surveys

Page 8: Documentation Planning and Library Design in a Web 2.0 World

Company NeedsCompany Needs• Corporate ExpectationsYour • Corporate Image• Corporate Philosophy

audience

• Proprietary Concerns

Page 9: Documentation Planning and Library Design in a Web 2.0 World

Company NeedsCompany Needs• Talk toHow to find

– Product Mgmt.– Marketing

out

• Look at Intranet– Blueprints– Road Maps– Requirementsq

• Don’t forget IT

Page 10: Documentation Planning and Library Design in a Web 2.0 World

Knowledge Management and Reuse• Investigate – discover sources of

information• Find out what can be reused and shared• Let others know what you have available• Drive knowledge management • Encourage consistency

Page 11: Documentation Planning and Library Design in a Web 2.0 World

LIBRARY DELIVERABLES

Page 12: Documentation Planning and Library Design in a Web 2.0 World

Popular UA Technologies

Source: 2007 WritersUA Skills andSource: 2007 WritersUA Skills and Technologies Survey http://www.writersua.com/surveys/skillstech07/skillstech_techs.htm

Page 13: Documentation Planning and Library Design in a Web 2.0 World

The Traditional

• Comprehensivep• Controlled• Defined Organization/Structureg• Taxonomy• Content Authors – One to Manyy

Page 14: Documentation Planning and Library Design in a Web 2.0 World

The Traditional

• Manuals• Online Help• Embedded Helpp

Page 15: Documentation Planning and Library Design in a Web 2.0 World

The Traditional

• Job Aids• Websites /Intranets • Knowledgebasesg

Page 16: Documentation Planning and Library Design in a Web 2.0 World

Traditional/Web 2.0

• Customer Forums• Demonstration Videos

Page 17: Documentation Planning and Library Design in a Web 2.0 World

Web 2.0 — Descriptions

“Harnessing collective intelligence”g g— Tim O’Reilly, O’Reilly Media

“The living web”“The active web”“The read/write web”

—Jimmy Wales, Founder of Wikipedia

Page 18: Documentation Planning and Library Design in a Web 2.0 World

Web 2.0

• Not Comprehensivep• Not Controlled• Organic g

Organization/Structure• Folksonomy• Content Users –

Many to Many“C d i ”• “Crowdsourcing”

Page 19: Documentation Planning and Library Design in a Web 2.0 World

Web 2.0Web 2.0Includes:• Wikis• Podcasts• Blogs• Widgets/Gadgetsg g• Social Networks

… and combinations of all the above

Page 20: Documentation Planning and Library Design in a Web 2.0 World

Web 2 0Web 2.0Not everyone contributes equally –y q y• Creators (18%)• Critics (25%)( )• Spectators (48%)But all are important.p

From Groundswell: Winning in a World Transformed by Social Technologies by Li and BernoffSocial Technologies by Li and Bernoff

Page 21: Documentation Planning and Library Design in a Web 2.0 World

WikisWebsites that can be

edited by anyoneedited by anyone• Allow synchronous

collaboration• Great for building

Communities of Practice (COPs)( )

• Keeper of the “Group Memory”E ll t f i t l• Excellent for internal knowledge management

Page 22: Documentation Planning and Library Design in a Web 2.0 World

Wikis

Wiki drawbacks• Learning curve• Maliciousness• Adoption

For those who prefer it, Twiki is a structured Wiki.

See www.wikimatrix.org for list of wiki tools

Page 23: Documentation Planning and Library Design in a Web 2.0 World

Podcasts

Downloadable audio files• Informal; can be very useful for certain audiences• Very easy to create/inexpensivey y p• Can be used to deliver training• Can post to iTunes (Technology: Software How To category) as freeSoftware How To category) as free downloads.• Keywords in podcast title will increase findabilityincrease findability.

Listen to Tech Writer Voices podcasts on Tom Johnson’s blogon Tom Johnson s blog http://www.idratherbewriting.com/

Page 24: Documentation Planning and Library Design in a Web 2.0 World

Podcasts

Challengesg• May not work for your audience• Generating material frequentlyg q y• Gathering talent

Page 25: Documentation Planning and Library Design in a Web 2.0 World

Blogs

Originally “weblogs” or online g y gdiaries• Can increase Search Engine O ti i ti (SEO) fOptimization (SEO) for your company/ product• Can be used to promote/educate Blog & Comments = aCan be used to promote/educate customers about product features• Management can blog to

l

Blog & Comments = a Conversation. Listening required.

employees Have something to say… be ready for feedback.

Page 26: Documentation Planning and Library Design in a Web 2.0 World

Widgets/Gadgetsg g

Mini-appspp• Updated weather, etc.• Used on

webpages/social networking profiles

• Can be used toCan be used to broadcast any information

Page 27: Documentation Planning and Library Design in a Web 2.0 World

Social NetworksInteractive communities that

share interests/informationThe usual suspects:

MySpace.com, Facebook.com, LinkedIn.com

News bookmarking:• Reddit.com, Digg.com,

Fark.com, Mixx.comWebsite bookmarking:• Stumbleupon.com• Del icio us comDel.icio.us.comBlog bookmarking:• Technorati.com

The Content Wrangler Community http://thecontentwrangler.ning.com/

Page 28: Documentation Planning and Library Design in a Web 2.0 World

RSS Feeds

RSS Feeds drive Web 2.0

• Really Simple Syndication• Makes it possible for usersMakes it possible for users

to receive a notice every time information is updated.

• RSS Aggregators gatherRSS Aggregators gather feeds and make information easier to keep track of.- Google ReaderGoogle Reader- Bloglines

• Makes Web 2.0 a “push” rather than a “pull” systemrather than a pull system.

Page 29: Documentation Planning and Library Design in a Web 2.0 World

Putting It All Togetherg g

• Have solid UA as a foundation• Supplement as is logical• If Web 2.0 initiatives embraced, monitor and

nurturenurture– You are the expert; don’t ignore it– Goals beyond doc– Goals beyond doc– Use Google Alerts to follow your industry

Page 30: Documentation Planning and Library Design in a Web 2.0 World

You are not alone

ALL Information professions are pchanging…

• Journalism• Public Relations • Marketing

Page 31: Documentation Planning and Library Design in a Web 2.0 World

A final thoughtg

This is EXTREME continuous publishingThis is EXTREME continuous publishing …

Y “b k” ill b fi i h d! )Your “book” will never be finished! :-)

Page 32: Documentation Planning and Library Design in a Web 2.0 World

More InformationBooksGroundswell: Winning in a World Transformed byGroundswell: Winning in a World Transformed by

Social Technology by Charlene Li and Josh Bernoff

Wiki tt b St t M dWikipatterns by Stewart MaderWebsite: wikipatterns.com; Blog: ikiw.org

Wikinomics: How Mass Collaboration Changes gEverything by Don Tapscott and Anthony D. Williams

The Paradox of Choice: Why More is Less byThe Paradox of Choice: Why More is Less by Barry Schwartz

The Wisdom of Crowds by James Surowiecki

Page 33: Documentation Planning and Library Design in a Web 2.0 World

More InformationMore InformationArticlesSTC Intercom Web 2.0 issue Sept/Oct. 2007

http://www.stc.org/intercom/index.0910.2007.aspThe Wisdom of the Chaperones by Chris Wilson

Sl t htt // l t /id/2184487Slate.com http://www.slate.com/id/2184487What is Web 2.0: Design Patterns and Business

Models for the Next Generation of Softwareby Tim O’Reillyby Tim O Reilly http://www.oreillynet.com/pub/a/oreilly/tim/news/2005/09/30/what-is-web-20.html

What do you want from Social Media?What do you want from Social Media? Socialmediatrader.com

http://socialmediatrader.com/what-do-you-want-from-social-media/

Page 34: Documentation Planning and Library Design in a Web 2.0 World

More Information10 Best Intranets of 2008 (Jakob Nielsen)( )

http://www.useit.com/alertbox/intranet_design.htmlWeb 2.0 Neglecting Good Design

(Jakob Nielsen/BBC)( )http://news.bbc.co.uk/2/hi/technology/6653119.stm

5 Uses for a Wiki at Work (Chris Brogan) http://www lifehack org/articles/technology/5-uses-for-a-wiki-at-http://www.lifehack.org/articles/technology/5 uses for a wiki atwork.html

SharePoint: Wiki While You Work (Mauro Cardarelli)http://technet microsoft com/en us/magazine/cc162514 aspxhttp://technet.microsoft.com/en-us/magazine/cc162514.aspx

Company Blogging 101 (Matt Cutts)http://www.mattcutts.com/blog/company-blogging-101/

Page 35: Documentation Planning and Library Design in a Web 2.0 World

More Information

The Content Wrangler Community g yhttp://thecontentwrangler.ning.com/

I’d Rather Be Writing blog (includes TechWriterI d Rather Be Writing blog (includes TechWriter Voices podcasts) http://www.idratherbewriting.com/

Page 36: Documentation Planning and Library Design in a Web 2.0 World

Conferences

Web 2.0 Summit (annual) ( )http://www.web2summit.com/

WikiSym International Symposium on WikisWikiSym – International Symposium on Wikishttp://www.wikisym.org/ws2008/index.php/Main_Page

SOBCon – Biz School for Bloggershttp://www sobevent com/http://www.sobevent.com/