Sunday, February 23, 2014

Negotiating Revision


Sometimes it is more difficult to revise than to begin fresh.
As I work on revising our existing documentation into DITA, I am often frustrated by the topics we have. Topics that written years ago are difficult to categorize into concept, task, or reference. I find that I need many revisions to complete the job.
This is the process my team uses, with the Inbox section as an example. Another writer and I worked on it together. We thought it would be simple. We were wrong.

1. We read the current information.

We familiarized ourselves with it and looked at the order it is presented in. I like to use the PDF version because I can put comments in as I read through.
Inbox only had 6 topics, and seemed easy.

2. We brainstormed using the UI.

We created an outline by asking ourselves questions. What are the concepts the user needs to know? What are the tasks the user can do? What references does the user need to complete the tasks?

3. We inserted current topics into our outline.

We found that our current topics were long, and contained multiple DITA topics. Usually task and reference were included in one topic. Sometimes all three DITA topic types were in one of our tasks. We broke the topics apart, looking at pieces.

4. We critiqued the remaining information.

Was it necessary? Was it needed but in the wrong place? Was there a better way of presenting the information?
We found information on Inbox Preferences, but have no preferences from the Inbox. Any preferences are adjusted in User Preferences. Since the information was duplicated, we referred to User Preferences from the Inbox Overview and in tasks associated with the preferences.
We were also able to delete a column of a complicated table by adding one word in the DITA task.

5. We wrote new topics, and completed partial topics.

We found that the previous writer tried to use one topic to tell the user everything about the Inbox. Some tasks were mentioned on one line: You can forward your messages. Some tasks were missing all together: Delete messages. It seemed simple, until we realized that some messages cannot be deleted.

6. We had a new user review it.

We have a writer on our team who is new to the product, so we asked her to read it and give us her thoughts. She had good feedback on missing pieces and the order of topics.

7. We fine-tuned the topics.

We made sure that the metadata was in place, including short descriptions. We also made sure the topics were included in the DITA maps and index.

Revising took much longer than writing fresh. If we had discarded the information that we had in the old topics, though, we would have missed valuable details. By working this way we captured the those details and organized the information in a clear manner.
We finished with over 20 topics. These topics are focused on one subject or task. They complete users’ immediate need. The Inbox chapter is now true on-demand help.