Documentation Standards?

Subject: Documentation Standards?
From: Geoff Hart <ghart -at- videotron -dot- ca>
To: TECHWR-L <techwr-l -at- lists -dot- techwr-l -dot- com>, Khizran Kaleem <khizran -at- gmail -dot- com>
Date: Fri, 08 Sep 2006 09:41:39 -0400

Khizran Kaleem wondered: <<I think it is about time I should be concentrating more on the "legal" aspect of the documents. What is plagiarism and what is not?>>

These and other questions will be answered in a variety of published resources. The Chicago Manual of Style (CMS) is a great source of information on all aspects of publishing, so pick up a copy and start your research there. It's not necessarily a good style guide for technical communication, because it doesn't include all our word issues, but it provides tons of sensible advice on the use of English in general that can be "translated" for use in our field.

What plagiarism is not, is easy to define in a way that helps you in your daily work. The simplest definition: plagiarism means that you're using someone else's words without permission and pretending that they're your own writing. A bit more complicated: you can't simply copy someone's words, add their name to the end as if you're quoting them, and assume you're safe. Some reuse is allowed under the "fair use" guidelines, particularly for scholarly work, but you have to provide more intellectual input than simply collecting quotes if you want to obtain this protection.

Note that copyright does not protect ideas--just the words in which those ideas are expressed. So if you use someone else's information to research the answer to a question, then write that answer in your own words, that's legal. In fact, it's standard practice.

<<What is a trademark acknowledgement?>>

Those who own a trademark must take measures to protect it. To show that you're helping them to protect it, you specifically acknowledge that the trademark belongs to that someone else. The usual way is to include a list of trademarks and their owners at the start of the manual (e.g., "Product(R) is a registered trademark of Microsoft"), then ignore the issue thereafter. As long as you're not using the trademark as a generic or trying to make it look like you own the product, no problem. Most current documentation will provide a suitable example of how to say this.

<<What terms to use or not to use in user manuals or help files?>>

Any good style guide will provide general guidance. I like Sun's _Read me first_ and distrust Microsoft's guide, but Microsoft does at least propose a wide range of suggestions for you to follow or ignore. If you want more specific advice, techwr-l is a great resource. Send us a bunch of questions, and if it looks like you've been doing any thinking about the problem rather than asking us to do the work for you <hint, hint>, you'll get good answers.

<<What does the year in the copyright statement specify?>>

It specifies the year in which the contents were fixed in tangible form--thus, usually the year the publication was printed or made available electronically. Revised versions may get an additional copyright year added so that the year of each version is included in the range of dates. For details, see CMS.

Note that you don't actually need to add a copyright statement to obtain protection under copyright law. All this statement does is serve notice to the reader that you're aware of copyright law, and provides a date to help readers identify how old the information is. Neither do you need to formally register copyright, although doing so gets you certain legal rights you won't otherwise have. (For example, you have to prove damages to collect a financial reward if copyright is not registered; if it is registered, the standards of proof are much easier to meet.)
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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:
Documentation Standards: From: Khizran Kaleem

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