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Whitmore/Stevenson: Strategies for Engineering Communication 1 of 37
Importance of Form
All else being equal, the difference in grades between a well-formatted assignment and a poorly formatted assignment is 10-15%
This may mean receiving an A or a B on an assignment.
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Importance of Form
Appropriate form communicates attention to details. Appropriate form communicates attention to
organization. Appropriate form communicates interest. Appropriate form communicates respect. Appropriate form communicates dedication.
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Master Styles and Templates
Styles ensure that your documents will have a consistent appearance in terms of headings, captions, paragraph spacing, fonts, etc.
Styles make changing the format of a document relatively easy.
Styles save time by enabling the use of speed formatting keys, by eliminating the need to constantly reconsider what format was applied previously, and by allowing tables of contents to be generated automatically.
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Style Dialogue Box
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White Space
U nclear R elationsh ip B etw een H ead ings and T ext
C lear R elationsh ip B etw een H ead ings and T ext
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White Space
U nclear R elationsh ip B etw een Figure L abel and T ext
C lear R elationsh ip B etw een Figure L abel and T ext
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White Space
Single Spaced W ithout G raph ics D oub le Spaced W ith G raph ics
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Print Quality
Text (Serif) Headings (Sans Serif) Special Purpose
Times New Roman Arial Courier
Book Antiqua Arial Narrow Lucida Fax
Century Schoolbook
Avant Garde Wedding Text
Bookman Old Style Caslon Open Face
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Print Quality
A A
Serifs Sans Serifs
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Print Quality
Illumination Illumination
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Print Quality
Lucida Fax is an easy to read font that is some times used when sending FAXes. Lucida Fax is an easy to read font that is sometimes used when sending FAXes. Lucida Fax is an easy to read font that is sometimes used when sending FAXes.
Book Antiqua is an easy to read font that is sometimes used for photocopied documents. Book Antiqua is an easy to read font that is sometimes used for photocopied documents. Book Antiqua is an easy to read font that is sometimes used for photocopied documents.
Times New Roman is a general purpose font that can sometimes be difficult to read. Times New Roman is a general purpose font that can sometimes be difficult to read. Times New Roman is a general purpose font that can sometimes be difficult to read.
Whitmore/Stevenson: Strategies for Engineering Communication 12 of 37
Print Quality
TEXT FORMATTED USING ONLY UPPER CASE LETTERS IS MUCH MORE DIFFICULT TO READ THEN TEXT FORMATTED USING A MIXTURE OF UPPER AND LOWER CASE LETTERS. THIS DIFFICULTY OCCURS BECAUSE WE DO NOT READ VERY EFFICIENTLY LETTER BY LETTER. WE READ MORE EFFICIENTLY WHEN WE CAN RECOGNIZE THE PATTERNS OF WORDS AND THUS CAN READ WORD BY WORD. BECAUSE UPPER CASE LETTERS ARE ALL EVEN IN HEIGHT, WE CANNOT USE PATTERN RECOGNITION, AND WE ARE FORCED TO READ LETTER BY LETTER. THAT SLOWS US DOWN.
Whitmore/Stevenson: Strategies for Engineering Communication 13 of 37
Paragraph Conventions
I ndent C onvention B lank L ine C onvention
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Margins
Standard M argins Scholar’s M argin
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Paragraph Justification
R agged R ight M arginFu l l J ustifi cation
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Hyphenation
Do not hyphenate headings or subheadings. Avoid hyphenating three or more lines in a row because
excessive hyphenation tends to slow down readers (much like justification) and creates unsightly parallel lines at the right-hand margin.
Do not hyphenate proper nouns (i.e., names of people and places) or compound words that already have a hyphen in them.
Avoid hyphenating the last word in a paragraph. Ensure you have broken the word at the correct location
depending on its grammatical context (i.e., pro-ject is a verb while proj-ect is a noun).
Whitmore/Stevenson: Strategies for Engineering Communication 17 of 37
Standard Document Sections
1. Title Page2. Copyright Page or Revision History Page3. Executive Summary or Abstract4. Acknowledgments5. Table of Contents6. List of Figures and Tables7. Body of the Document8. Glossary (now often placed before the Body)9. References10.Technical Appendices
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Headings
Headings should be as descriptive as possible (i.e., rather than just using a heading such as Tungsten Carbide, which contains little information about the content of the section, add descriptive words such as Failure Modes in Tungsten Carbide Impellers).
The format for headings and subheadings must clearly indicate whether a particular heading introduces a major section, subsection, sub-subsection, or paragraph.
• Major section headings (or in the case of long reports, chapter headings) should begin on a new page.
• Except for chapter headings, each heading should be followed by text.
• To create a subsection, you should be able to divide a larger section into at least two parts (i.e., generally avoid a single subsection).
(cont’d)
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Headings (Cont’d)
Omit all end punctuation except a question mark (with the exception of paragraph headings, which should be followed by periods).
Avoid using acronyms or abbreviations in headings wherever possible.
Either capitalize only the first letter of the first word in a heading or capitalize the first letter of all major words in a heading (i.e., do not capitalize articles, prepositions, and conjunctions unless they are the first word in the heading). Consistently follow whichever convention you choose.
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Avoid Underlining Headings
W ays of p resenting data graph ical ly
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Heading Levels
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Pagination Conventions
iv
7
Prefatory Pages B ody Pages
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Table of Contents
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List of Figures
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Presenting Data
t (time) = 0΄, T (temperature) = 25°; t = 3΄, T = 27°; t = 6΄,T = 29°; t = 9΄, T = 31°; t = 12΄, T = 32°; t = 15΄, T = 32°;
Data presented in text format
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Presenting Data
time (minutes) temperature (°C)0 253 276 299 31
12 3215 32
temperature (°C) time (minutes)25 027 329 631 932 1232 15
Table with Context on Left Table with Context on Right
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Guidelines for Figures and Tables
Leave approximately 1/2 inch of white space between graphics and text.
Always mention figures and tables in the text before you present them.
Avoid placing a figure or table in the middle of a sentence. Number and provide informative titles for all figures and
tables. Either capitalize the first letter of all major words in a title (i.e., Figure 6: Stress Fractures in Titanium-Aluminum Alloys) or capitalize only the first letter of the first word (i.e., Figure 6: Stress fractures in titanium-aluminum alloys).
Indicate the source of borrowed data.
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Guidelines for Illustrations
Mechanically produce illustrations if possible and otherwise draw them in black ink.
Avoid out-of-focus pictures or close-ups of complex devices. Where you must present complex diagrams, ensure that they are clearly and concisely labeled.
Draw diagrams to scale or, if it is not possible to do so, indicate that to the reader.
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Guidelines for Graphs
Use the horizontal (x) axis of a graph for the independent variable and the vertical (y) axis for the dependent variable. Include the zero baselines on your axes wherever possible. If necessary, show that the data is discontinuous with a break in the axis.
Use simple axis labels, but include all the information needed to understand the graph (i.e., label the axes of graphs). Place scale units beside major tick marks only.
Ensure that axes are heavier than grid lines and that curve lines are heavier than the axes. If possible, eliminate grid lines and when you use them, ensure they do not pass through bars or columns representing data.
Where possible, use color to distinguish elements within the graphic, to identify parallel items, or to emphasize specific items (but ensure that you don’t use too many different colors—a maximum of four or five is a good rule of thumb). When working in black or white, or preparing a document that will be photocopied, use patterns or shades of gray that are easily distinguished from one another.
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Guidelines for Tables
Avoid presenting too many numbers (i.e., where possible, simplify larger spreadsheets and complex tables or present the same information with a graph).
In complex tables, use horizontal and vertical lines to help readers follow the relationship between the data and the variables.
Place the independent variable on the left and the dependent variable on the right.
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Example of a Graph
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Example of a Table
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Guidelines for Lists
Ensure that all items in a list have something in common. Create grammatically parallel lists (i.e., ensure all items
begin with verbs or with nouns). Use bullets (or another symbol) when the items are of
equal importance; use numbers to indicate step-by-step instructions, priority, or order of importance.
Use hanging indents when formatting lists so that the bullets or numbers stand out clearly from the text.
If possible, restrict lists to five or fewer points. If you have more points, attempt to break the list into sub-lists.
Whitmore/Stevenson: Strategies for Engineering Communication 34 of 37
Equations
n
li
iyx
The resistance of N series resistors is obtained by adding up the resistances of each resistor.
The final resistance is
where yi is the resistance of the ith resistor.
,
Whitmore/Stevenson: Strategies for Engineering Communication 35 of 37
Guidelines for Equations
Use as concise a notation as possible. Ensure that you deal properly with superscripts and subscripts
and space the elements of the equation appropriately because poorly spaced equations are difficult to read.
To distinguish mathematical variables from regular text, use an italic font both for equations and when referring to variables in the text. (The exception is function names such as “sin,” “cos,” “log,” “max,” etc., which are set in the normal font.) Use boldface for vectors and matrices to distinguish them from other variables.
Use Greek letters (e.g., , , , , , etc.) when appropriate because the extra symbol set makes it easier to recognize the concept the symbol represents (unlike Roman letters -- e.g., a, b, c, d, e, etc. -- which we generally try to form into words).
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Guidelines for Equations (Cont’d)
Display equations on separate lines when the expressions become even slightly complicated.
Number equations that are cross-referenced elsewhere in the text. (Numbers are not needed if the equations are not cross referenced or if references are obvious.) Center the equations and place numbers in parentheses at the right margin as follows:
x = mg sin(). (1) Write equations so they can be read as elements of your
sentences and use standard punctuation (i.e., put a period after an equation at the end of a sentence or use a comma if the sentence continues to explain the symbols).
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Guidelines for Equations (Cont’d)
Generally reference equations in the text using the form “we can determine the force acting on the ball using (1).” An alternative is to use the expression “Eqn. (1),” but this is less common except at the beginnings of sentences.
Where possible, avoid starting a sentence with a mathematical variable or an equation number.