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 |
|