unit 1: quick reference project

A quick reference card is a form of technical documentation that provides a "jump start" to using a program or learning a script or code. This form of documentation emphasizes the visual dimensions of the page, using the space to highlight specific information. Quick reference cards also use visuals to help convey information and enhance learning. One of the key dimensions of creating an effective quick reference card is assessing the users' knowledge and needs.

In this assignment, you and a peer will create a two-page quick reference card for other members of our course. Your card will document certain scripting codes or specific features of a software package that can be used to develop future course projects. For example, in our redesign project you will create storyboards and web templates and give PowerPoint presentations. Thus, a quick reference card for HTML (HyperText Markup Language) code or the interface of Dreamweaver MX (a web editing program) can be useful. Or since many of you will work with screen shots in the instructor tutorial project, you may want to develop a quick reference card about altering screen shot images in Macromedia Fireworks. Regardless of the scripting code or software you document, you will learn to

  • Consider how purposes, audiences, situations, and methods affect writers’, readers’, and/or users’ perceptions of written documents.
  • Analyze various professional writing genres to consider how stylistic constraints (and potentials) affect the presentation and perception of information.
  • Write persuasive, ethically responsible documents that demonstrate—via their form and content—an awareness of the audience’s abilities, needs, and interests.
  • Develop a set of investigative strategies for learning unfamiliar computer technologies and applications.
  • Recognize and analyze the forms and roles that research plays in determining and meeting project goals and users’/readers’ needs.
  • Apply strategies for collaborating successfully and equitably with peers on course projects.
  • Understand and implement theories of document design (e.g., format, layout, graphics) in course projects.
  • Conduct and manage short-term project collaboratively.


What are the components of the quick reference project?

To make the quick reference project more manageable, you will be creating a documentation memo, a design template, and the quick reference card deliverable. Use the following links for detailed descriptions of each project component and resources:

Remember if you have any questions about these or other project guidelines, do not hesitate to contact me.

top | documentation memo | design template | quick reference deliverable | project resources


What is the documentation memo?
The first component of the quick reference project is a one-page memo. The purpose of the memo is to analyze the audience’s documentation needs, outline the scope of your documentation, and request approval for your project.

How do we develop the content for our memo?
Information to discuss in your memo includes, but is not necessarily limited to, the following:

  • Among our class members, what is the range of technical expertise?
  • What is the audience’s general comfort level with learning new software and coding?
  • How many of your peers are familiar with the specific software/coding you are documenting?
  • What is your audience's "typical" approach to learning unfamiliar technologies?
  • What particular aspects of the software/coding do your peers want to learn?
  • What possible course-related tasks will they need to complete with this software/coding?
  • How will your quick reference card address the audience’s learning goals and task-related needs?
  • Based upon the audience’s expertise, comfort, goals, and needs, what specific aspects of the program will you document in your card?
  • What functions and features you will highlight in your card?
  • What descriptions and procedures will you provide to make your audience more knowledgeable about your selected software/coding?
  • What visuals will you integrate into your project?
  • What is your own background and experience with the software you will be documenting? What steps will you need to take to familiarize yourself with the software?

This documentation memo will help me understand your assessment of the audience’s needs and the scope of your project. Additionally, this assignment challenges you to consider not only the product but also the process of developing rhetorically situated documentation.

How do we format the documentation memo?
You should format your memo using the same formatting guidelines as provided for the memo of introduction assignment.

Note: Do not use a Word memo template for this assignment.


What information belongs in the body of our memo?

The body of your memo should address the questions provided above as well as any other information that you deem pertinent to this assignment. Remember you want to establish a professional tone of competency and thoughtfulness. Consider the body's development more carefully:

  • Begin your memo with a brief one- or two-sentence overview that quickly summarizes the purpose of the memo.
    (Note: This summary sentence should not have a heading. Most of your other memo sections should have a level-one heading unless otherwise specified.)
  • Offer brief well-organized paragraphs that respond to the questions provided.
  • Add level-one headings for sections to help readers locate information of interest more quickly.
  • End your memo with a request for action--in our case, approval for the project as you have outlined it.
    (Note: Just as with the overview of your memo, this section should not have a heading).


top | documentation memo | design template | quick reference deliverable | project resources



What is the design template?
Your design template should provide specific page layout and design attributes for your quick reference card project. This project component allows you to explore your own design aesthetic while applying design principles to meet your users' needs. Following design and layout principles discussed in class meetings, you will develop your template to include both thumbnail sketches of your quick reference card page layout and a listing and/or depiction of your chosen design attributes.


How do we develop our design template?

Using Microsoft Publisher or Microsoft Word, you will create a design template containing the following information:

  • Title for your design template.
  • Your name and date the design template was last updated.
  • Thumbnail sketch of your two-page quick reference card layout including specifications for margins, justification, paragraph spacing, column layout, image/icon placement, image captions, note/tip/warning placement, white space use, border placement, and header/footer placement.
    Note: The only layout limitations for your quick reference card project are 1) it must not be longer than two 8 1/2 X 11 pages and 2) it must have printer-friendly margins.
  • Listing and/or depiction of design attributes including font color, face, size, emphasis for title, header, body, caption, callout, header, footer, and any other text; color scheme for document; bullet styles for unordered and ordered lists; table design attributes; callout format; and file formats and resolution for icons and graphics.
In many cases, you can simply depict your design attributes. For example, in your "Font Styles Section," you may write: "Level-one Header is bolded 16-point Arial. Level-two Header is bolded 14-point Arial." You may even find it useful to create a table listing/depicting all the font types for your text.


How do I format my design template?

Using Microsoft Publisher or Microsoft Word, your design template should follow these specifications:

  • 1-2 pages,
  • title for template in level-one heading font of your choice,
  • your names in a level-two heading font of your choice (directly below your title),
  • name, last updated information, and page number in footer, and
  • required thumbnail sketch and design attributes as listed above.

Important: Do not use a Publisher template for your design.

How should we create our design template?
Here is an example of a design template:

This example image depicts the first page of a deign template for the quick reference card project.

Remember your title should be tailored to your own design template project.

The thumbnail sketch
shows the reference card layout, representing title placement (navy box), icon placement (yellow box), image placement (purple box), callout placement and design (black arrow), tips (aqua box), text (black lines), and borders (black lines). Other page specifications are listed below the image.

Remember to list your design template title, your names, last updated date, and page number in your template footer.

figure 1. design template creation


important: You may find it easier to make your thumbnail sketches "life size," which means your two-page quick reference card layout can be represented in two individual pages of Publisher or Word rather than one as shown in this image.

 

note: Remember as long as your template follows these guidelines, you should feel free to represent the required information in the best way for you.
top | documentation memo | design template | quick reference deliverable | project resources   
 

What is the quick reference deliverable?
Produced using Microsoft Publisher, your quick reference card deliverable should provide members of our own class with a resource for their future course project development.

How do we develop the content for our quick reference deliverable?
Based on your analysis of the audience and outline of the project scope in your deliverable memo, I will provide you feedback on the audience and scope issues of your project. Once you have gained my project approval, you will be ready to craft your deliverable.

The art of creating your actual deliverable will include working back and forth across the application you are documenting and the application you are using to create your quick reference card. Remember, however, to refer back to your own user analysis to determine which application features or coding will need further description. Which features are best represented in a step-by-step procedure? How will you familiarize the readers with the interface? What screen shots will be most useful? What other resources might be useful references for further information? Audience is key!

In addition to foregrounding your audience's needs, you also must consistently apply your own design template in the development of your card.

Lastly, keep in mind that you should frequently test your own in-progress documentation. While user testing is not a formal requirement of this project, you will be given workshop time to support peer review of your in-progress deliverable.

As you work out the content and design of your deliverable, you may discover that you need to revise an aspect of your design or scope. Such a revision is expected as you enact the plans you laid out in your memo and articulated in your design template. If you have any questions, however, please do not hesitate to contact me.


How do we format our quick reference deliverable?
Using Microsoft Publisher, you should follow your own your design template specifications to develop your quick reference deliverable. The only stipulations of the project are 1) your deliverable must not be longer than two 8 1/2 X 11 pages and 2) it must have printer-friendly margins.

top | documentation memo | design template | quick reference deliverable | project resources

 

How can we learn more about different unit 1 project components?
Aspects of this project are covered through the following supplemental resources:

memos
purdue's online writing lab/memo writing
http://owl.english.purdue.edu/handouts/pw/p_memo.html

quick reference card
writing reports
http://www.lboro.ac.uk/service/ltd/campus/reportwr.pdf

documentation terminology

netlingo
http://www.netlingo.com/lumenu2.cfm?category=Technical+Term

template design
go for the grid!
http://coe.sdsu.edu/eet/articles/gridlayout/index.htm

planet typography
http://www.planet-typography.com/

all good things typography
http://www.redsun.com/type/

color matters - design art
http://www.colormatters.com/colortheory.html

taking screen shots on PC
http://www.quiltbroker.com/screenshot_pc.html

quick reference deliverable examples
juniper networks - corporate page of downloadable listing of quick reference documentation
http://www.juniper.net/techpubs/qrc/

analog devices - downloadable PDF of quick reference documentation
http://www.analog.com/UploadedFiles/Technical_Documentation/88291104836qref0.pdf

factiva.com
http://gila.lib.utk.edu/~elecserv/documentation/factivacom_qrc_F-748.pdf

ptc proengineer wildfire 3.0
http://www.ptc.com/community/proewf3/newtools/quick_reference.pdf

nortel networks - downloadable PDF of quick reference documentation
http://www142.nortelnetworks.com/bvdoc/i2002/p1002468_2.00.pdf

partner software - corporate page of downloadable listing of quick reference documentation
http://www.partnersoft.com/documentation/QuickReference/

top | documentation memo | design template | quick reference deliverable | project resources

memo | redesign | workplace cultures | calendar | syllabus