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Getting your hands dirty Jang F.M. Graat IF UnLtd B.V. - Netherlands What will I tell you ? What the machinery business is like Why this business is interesting for us How to understand machinery people How to make machinery understood Why only writing is not enough Which skills would be really handy

Getting your hands dirty - How tech authors may be able to survive in the machinery business

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This presentation was held at the STC Summit 2005 in Seattle. It shows how technical authors, hit by the offshoring of tech comms, can find plenty of work in the machinery business. After all, that business domain is less likely to be offshored and there are many more small machinery companies than global software corporations.

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Page 1: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Getting your hands dirtyJang F.M. Graat

IF UnLtd B.V. - Netherlands

What will I tell you ?

What the machinery business is like

Why this business is interesting for us

How to understand machinery people

How to make machinery understood

Why only writing is not enough

Which skills would be really handy

Page 2: Getting your hands dirty - How tech authors may be able to survive in the machinery business

How did I get here ?

Studied Physics, Psychology, Philosophy

Decided I could become a programmer

Became a tech writer & trainer instead

Started my own company in 1994

Wrote software manuals, online help

Work in the machinery business now

Where are you ?

Working in the software industry ?

Laid off recently or expecting it soon ?

Afraid of outsourcing or “off-shoring” ?

Not keen on moving toward MarCom ?

Not interested in training or sales ?

Not afraid of noise, dirt and grease ?

Page 3: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Machinery Businessthrough a freelance tech writer’s eyes

True WYSIWYG

If you don’t see it, it is not there

No last-minute cosmetic overhauls

It either works or does not work

Page 4: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Real hardware

No hidden features or options

Covers are for safety, not to cover up

Buttons are real, physical, buttons

Real danger

Safety is paramount for machinery

Abuse may cause serious injuries

Manual must show residual dangers

Page 5: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Real products

You see what the machine does

Everything has an intended purpose

Malfunctions cost real money

Business Potentialwhy the machinery business needs tech writers

Page 6: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Typical machines...

... are not produced in large numbers

... come in enormous varieties

... are often heavily customized

... need complete documentation

... cannot be moved around easily

Some examples

Shrink-Wrap Conveyor Belt Filter Cutter

Page 7: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Some examples

Glue Pump Safety Device

Some examples

Cigarette Maker

Page 8: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Typical designers...

... have no time for documentation

... assume everyone is an engineer

... live in a wordless world

Wordless 2D-world

Page 9: Getting your hands dirty - How tech authors may be able to survive in the machinery business

3D-world, still wordless

Typical engineers...

... have no time for documentation

... assume you are better educated

... live in an engineer’s world

Page 10: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Reading & Writinglearning the lingo of the machinery business

Learn the jargon

Read manuals of similar products

Ask the engineer (when he has time)

Check out “howstuffworks.com”

Watch stuff on Discovery Channel

Browse engineering magazines

Read engineering primers

Page 11: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Learn to “read”...

... 2D and 3D assembly drawings

... common design principles

... technical construction documents

... 3rd party documentation

... how engineers work & think

Know your audience

Operators

Maintenance staff

Service staff

Page 12: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Writing for “dummies”

“What is this button for ?”

“What do I need to do ?”

“How do I do that ?”

Include everyday maintenance

Don’t expect any knowledge

Use photos where possible

Operators, no techies

Page 13: Getting your hands dirty - How tech authors may be able to survive in the machinery business

As clear as you can

Simplified diagrams

Page 14: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Writing for “techies”

Follow modular machine design

Expect basic technical skills

Do not expect machine knowledge

Don’t include too many details

OK to use technical drawings

Get service engineer to review

Modular design

Page 15: Getting your hands dirty - How tech authors may be able to survive in the machinery business

..

Using images

Digital photographs

Rendered 3D models

Technical illustrations

Assembly drawings

Pneumatic drawings

Electrical diagrams

Operators

Service staff

}

}

Page 16: Getting your hands dirty - How tech authors may be able to survive in the machinery business

3rd Party Docs

Copies in appendix to service manual

Rewrite important procedures

Check procedures for correctness

Ask for translations on time

Writing is not enoughskills & knowledge that will come in handy

Page 17: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Digital photographs

Use a tripod and no flash

Check whether everything is visible

High resolution and little compression

Crop and scale down in Photoshop

Cut the environment where needed

Link into the document

Simplified English

Don’t try to be entertaining

Structure your descriptions

Write for maximum redundancy

Minimize - and define - the jargon

Use Simplified Technical English

Page 18: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Safety regulations

Clients often don’t know about them

Good documentation is crucial

Safety notes must not be overdone

ISO 9000 & 14000 and others

CE directives 98/37/EEG and others

Reality check

Don’t take procedures for granted

Engineers have too much knowledge

3rd party docs are usually for techies

Dress to get dirty

When in doubt, ask for help

Page 19: Getting your hands dirty - How tech authors may be able to survive in the machinery business

Other services

Bringing in documentation technology

Handling translation outsourcing

Consulting on safety issues

Bringing help docs into the machine

Usability testing of GUI (touchpanels)

Consulting on cool new features

Questions ?Jang F.M. Graat

[email protected]