Configurable On-Line Documentaton: Tools and Technologies? (Take II)

Subject: Configurable On-Line Documentaton: Tools and Technologies? (Take II)
From: Geoff Hart <ghart -at- videotron -dot- ca>
To: "TECHWR-L" <techwr-l -at- lists -dot- techwr-l -dot- com>
Date: Thu, 03 Mar 2005 10:22:36 -0500


First, some context: Clearly, there are many possible situations for modular software, and some of them may make my approach impractical or even impossible. But you don't know that until you analyze the specific situation. I've used a simple example of "user" vs. "administrative" roles, but other situations may be far more complex.

David Castro reports: <<Wow! I think this is my first time in 10+ years on the list that I disagree with the esteemed Geoff Hart! :-)>>

Guess you haven't been reading all my posts, then. <g> I'm not shy about loudly proclaiming solutions, some of which are 100% wrong or inapplicable. I imagine a search of the archives using my e-mail address and "oops!" as keywords would prove very enlightening. <g>

<<This [active server pages or similar technology] would only work if the clients will always be Internet-connected, and if your company is willing to host the documentation on your web site.>>

I didn't describe that well. The "ASP or similar" approach would clearly have to run locally. I have no patience with Internet-based help; I'm not always internet connected. I'd speculate that Exchange Server lets you serve ASP over an intranet, but there must be other platform-agnostic solutions.

<<When you do a full-text search or look in the index, what are you doing? You're looking for the fastest way to get to the information you need. If your index or FTS matches is so full of modules that you don't have, then you're hindering your users' ability to get the information they need quickly.>>

This is a design issue, not a serious problem. If the modules are at all different, there will be relatively few overlaps in their help contents. Where there are overlaps, intelligent use of keywords and topic titles solves the problem: an index entry would be "Configuration, User options, Slobs like Geoff" (not just "Configuration"), and the corresponding help topic would be "Configuring slobs like Geoff". It's all about choosing precise, useful keywords and titles. If they aren't clear, it doesn't matter whether the modules overlap--they're still unusable.

I also noted that "if I inadvertently stumble across such a module, and it seems interesting to me, I'll possibly buy that module so I can take advantage of its features." Dave noted: <<This was the theory put out by marketers in past employment, and it drove me crazy.>>

My unspoken assumption here is that the help is designed to be helpful, rather than being specifically designed to sell products by making it impossible to accomplish a task without buying more modules. And let me emphasize that most users will be focused on doing their own jobs, so they will never follow links for topics that don't specifically address those jobs. Me and thee are part of the 0.001% of the population who actually read help files for fun. (For everyone else, there's Mastercard. <g>)

<<First of all, the people who use a product are frequently not in a position to decide (or sometimes even to influence) what modules are purchased.>>

I've always worked in places where I could go to the MIS guy or my manager and say "I'm wasting 15 hours per week indexing documents, but discovered a module that could save me 10 hours per week and let me do that much more useful work". That approach often influences the buying decisions. I can't make the purchase, but I can influence someone who can.

<<Second, users may not *know* that they don't have a module. If they look for how to do something, and then find an answer, and try to follow the steps but the menu items/buttons/dialogs that the help *says* are there *aren't* there, then you've really confused the user.>>

That's a more serious issue, but again, it's a simple one in a module-based approach. First, the software: "Sorry, Geoff, you only have slob rights. You need to get a haircut and get a real job--and buy the admin module--before you can do that." Second, the docs: "If you have the administrator module installed... [procedure]." Those who don't (or who don't know whether they do) won't be trying that trick anyway, since it's not part of their work.

<<... creating a cross-file link may (depending on the system) cause broken links if the target file doesn't exist. And if it does exist (as you suggest shipping all of them) then what have you accomplished by modularizing? It might as well be one big help file if all of the content is accessible regardless of the modules installed.>>

Broken links are solved by shipping all the modular help. That way, the target always exists. If the modules are 100% discrete and 100% non-overlapping, there will be no cross-file links. Where a cross-file link is necessary, add the necessary warnings: "Remember that if you're a humble slob, you can't use this function. But there's no reason why you can't read abot it and tell your admin that it exists and that they can use it to make your life easier."

A careful task analysis before you get started will reveal where modules overlap and work together, and you can develop specific solutions for each such situation. Sometimes the solution is as simple as adding a standard note at the top of each help topic: "To perform this task, you must have the Admin and Slob modules installed. Here's where to find out if you do. If you don't, here's what to do..."

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Geoff Hart ghart -at- videotron -dot- ca
(try geoffhart -at- mac -dot- com if you don't get a reply)
www.geoff-hart.com
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References:
Configurable On-Line Documentaton: Tools and Technologies: From: Tony Rocco
Configurable On-Line Documentaton: Tools and Technologies?: From: Geoff Hart

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