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Creating Documentation Your Users
Will Love



Ena Arel
Overview


   Top 10 user needs from documentation

   MathWorks process for capturing content
    requirements to address user needs

   Some challenges in developing useful content




                                                   2
Overview


   Top 10 user needs from documentation

   MathWorks process for capturing content
    requirements to address user needs

   Some challenges in developing useful content




                                                   3
About the Top 10…

   Based on industry best practices and
    usability testing


   Presented in no specific order




                                           4
1 Find the topics needed to
  achieve a goal




                              5
Feature-focused topics make content
 difficult to find…       It’s a miracle I figured it
                                            out.
                                    The doc says nothing
Feature                             about defining model
                                       components!
          Feature

               Feature


 Feature
          Working with the
              GT5000
Information silos also make content
difficult to find…


                                                       Reference
                                                        Guide
                                   User Guide
                          KB
                       Solutions
Examples   Technical                             “Which resource
             Notes                              should I search to
                                                  find the topic I
                                                      need?”




                                                                     7
2   Familiar terminology

                            “I don’t know what
                             you mean by this
                           term… It’s not used
                             in my domain…”




                                                 8
3 Cues to “skip” or “read”
  (Quick exit from irrelevant topics)

                             “I’m so glad you described
                            the output up-front. I quickly
                                  realized that I need
                                 something different.”




                                                             9
4   Separate topics for “Doing”
    versus “Learning about”
                          “It’s distracting when I have
                               to learn background
                           information and perform a
                             task at the same time.”
5   “Learn” just enough to “Do”
                         “This conceptual information
                              seems important…
                         But how is it relevant to what
                              I need to do in the
                                  software…”




                                                          11
6   Topic titles summarize
    the topic focus
    Model Validation Techniques
    Technique                     Learn More
    Compare model output to       Simulating and Predicting Model
    measured output.              Output
    Analyze autocorrelation.      Residual Analysis
                                  • Impulse and Step Response Plots
    Plot model response.
                                  • Frequency Response Plots
    Plot model poles and zeros.   Pole and Zero Plots
    Compare model Akaike
                                  Akaike Criteria for Model Validation
    Information Criterion (AIC)




                                                                         12
Descriptive titles help users to…
    Skip to the “answers” they need in a set of
     related topics.

    Identify type of content.             “This must be conceptual
                                          information… I don’t need
                                               that right now…”


          Applications of Frequency Response Models

          Estimating Frequency Response




                                                                      13
7   Consistent descriptions of the
    SAME thing




                                     14
Bluetooth is a…


Wireless personal area network (WPAN) for short-range
transmission of digital voice and data using
omnidirectional radio waves.


Short-range wireless technology used to create PANs
(Personal Area Networks) among your devices, and with
other nearby devices.




                                                        15
Bluetooth is a…                 “Are these different things,
                                   or is Help just being
                                         creative?”


Wireless personal area network (WPAN) for short-range
transmission of digital voice and data using
omnidirectional radio waves.


Short-range wireless technology used to create PANs
(Personal Area Networks) among your devices, and with
other nearby devices.




                                                               16
8     The most efficient path to
       the goal
Create a sinestream signal using the   Create a sinestream signal based on a linear
frest.SineStream command:              model that represents your system
                                       dynamics:
 input = frest.Sinestream
                                        input = frest.Sinestream(sys)
This command creates a sinetream
signal with default settings.          sys is the linear model you obtained during
                                       exact linearization (see Exact Linearization).
For more information about
configuring sinestream signals, see    For example, create a sinestream signal
the frest.Sinestream reference page.   from a linearized model:
                                        magball
                                        io(1) = linio('magball/Desired Height',1);
       “How would I know what           io(2) = linio('magball/Magnetic Ball Plant',...
                                                       1,'out');
      values to pick? This is way
                                        sys = linearize('magball',io);
            too difficult…”             input = frest.Sinestream(sys)


                                                                                          17
9        Concrete steps, with examples

1.   Open the Simulink model.                 1.   Open the Simulink model.
                                                   Example>>
2.   Select Simulink blocks for                    mdl = 'f14';
                                                   open_system(mdl)
     frequency response
     estimation.                              2.   Specify the linearization I/O
      Learn More>>                                 points. This step defines the
      See Specifying the Linearization Path        Simulink blocks for frequency
      or the linio reference page.
                                                   response estimation.
3.   …                                             Example>>
                                                   io(1) = linio('f14/Sum1',1)
                                                   io(2) = linio('f14/Gain5',1,'out')
                                                   Learn More>>
                                                    See Specifying the Linearization Path
               “I don’t want to leave the           or the linio reference page.

              procedure to learn more…”       3.   …




                                                                                            18
10 Finish what they start




                            19
Top 10 Summary


1.   Find the topics needed     6.    Topic titles summarize
     to achieve a goal                the topic focus
2.   Familiar terminology       7.    Consistent descriptions
3.   Cues to “skip” or “read”         of the SAME thing
4.   Separate topics for        8.    The most efficient path
     “Doing” versus                   to the goal
     “Learning”                 9.    Concrete steps, with
5.   “Learn” just enough              examples
     to “Do”                    10.   Finish what they start


                                                                20
Overview


   Top 10 user needs from documentation

   MathWorks process for capturing content
    requirements to address user needs

   Some challenges in developing useful content




                                                   21
Before writing, discuss with the product
team…

1.   How do users use the product to accomplish
     their goals? (goals, motivation, steps)
2.   What questions are users likely to ask while
     using the software? (information needs)
3.   What answers address user information
     needs?
     (content requirements)




                                                    22
“This is why I bought this product….”




                     Identifies linear and nonlinear models
“This is why I bought this product!”




  System Identification Toolbox
     Getting Started
     Examples
     Choosing Your Modeling Approach
     Data Analysis and Processing
     Linear Model Identification
                                                    Identifies linear and nonlinear models
     Nonlinear Model Identification
     ODE Parameter Estimation (Grey Box Modeling)
     Time Series Identification
     Recursive Identification Techniques
     Model Analysis
     Simulation and Prediction
     Using Identified Models in Control Design
     System Identification in Simulink
     Function Reference
     Block Reference
How do users use the product to
accomplish their goals?
   “How do users phrase their problem or goal?”
   “How will users apply the results?”
     (related or extended workflows)
   “Any limitations on the results?”
     (If limitation are not acceptable, what should users do instead?)
   “Any special setup requirements?”
     (it won’t work unless they do this)




                                                                         25
Capture the workflow that includes
possible failures
             Configure the basics
               (accept defaults)



                    Execute



           Evaluate results, decide if
                 good enough



           Troubleshoot and change
                   settings

                                         26
Capture the workflow that includes
possible failures
             Configure the basics
               (accept defaults)



                    Execute              Requires decision
                                             making
                                           information

           Evaluate results, decide if
                 good enough



           Troubleshoot and change
                   settings

                                                             27
Identify task steps

   “Show me how user will achieve their goal in
    the software…” (can use paper prototypes)
   “What do users call the incremental results in
    their workflow?”




                                                     28
Capture
workflow
as a
“storyboard”



           29
Capture
workflow
as a code
example



            30
What questions are users likely to ask
while using the software?
   “What are users likely to find challenging while
    doing each step?”
    (potential pain points)
   “How do they interpret results?”
    (What parts of the output are not self-explanatory?)
   “How do they evaluate results?”
    (Any error or warning messages?)
   “How can they improve results?”
    (Analyze the problem and make decisions about different options)



                                                                       31
Example of user information needs
                                  Questions our user are likely to
      Task                             ask about this task.

  Design the input signal for
  frequency response estimation.

?
How do I choose among sinestream vs. chirp signals?

?
How do I validate the signal?

?
How do I modify a poor signal?


                                                                     32
What answers address user information
needs?                  Bullets summarize answers to
                                       potential user questions.
      Task

  Design the input signal for
  frequency response estimation.

?
How do I choose among sinestream vs. chirp signals?
  When sinestream signals are required
   A

  When a chirp signal is good enough
   A


?
How do I validate the signal?
   A
  Characteristics of a “good” signal
                                                                   33
Now, design the documentation…


                         Xrefs




Topics                           ~


             Topic                   …
         relationships




                                         34
Define topics and topic relationships to
address content requirements
  Steady-State Operating Point             Exact                   Frequency Response
      Analysis (Trimming)               Linearization                   Estimation




                                                                                    ~
                     • When sinestream
                         signals are required
      About Frequency• When Creating Input Signals
                                a chirp signal is             Estimating Frequency        …
     Response Estimation           for Estimation                  Response
                         good enough




                  Choosing Input             Creating Sinestream         Creating Chirp
               Signals for Estimation           Input Signals            Input Signals
                                                                                              35
Define topics and topic relationships to
address content requirements
  Steady-State Operating Point             Exact                   Frequency Response
      Analysis (Trimming)               Linearization                   Estimation




                                                   • Characteristics of a
                                                      “sinestream” signal
                                                   • How to design the signal    ~
                                                      based on a linear system
                                                   • How to validate the signal
      About Frequency             Creating Input Signals     Estimating Frequency         …
     Response Estimation             for Estimation   using plots Response




                  Choosing Input             Defining Sinestream         Defining Chirp
               Signals for Estimation           Input Signals            Input Signals
                                                                                              36
Use the information needs as a checklist
to validate final doc
                         “Does the doc address how to
                          create and validate signals?

                         If the signal is poor, does it say
                            how to improve the signal?”




                                                              37
Overview


   Top 10 user needs from documentation

   MathWorks process for capturing content
    requirements to address user needs

   Some challenges in developing useful content




                                                   38
Does the team agree about what users
need from the doc?

   Developers often have a feature focus
    – “Describe what the feature does, how it works, and all the
      options…”

   Writers have a user focus
    – “Describe how to use the feature to accomplish goals.”
    – “Tell user how it works only when if it helps them to use the
      feature better.”
    – “Reduce complexity by guiding users to choose specific
      options.”


                                                                      39
You are the
  writer… You
 shouldn’t really
need my input on
HOW to document
     this….
I’m the content expert!
It’s much more efficient
if you just take my word
  for how to update the
           doc.
How do we make it
easier for customers
to use software and
   documentation
     together?
Summary

   Users want find documentation and find it
    useful for solving their problems.

   MathWorks process for content requirements
    focuses on identifying potential user questions
    and audience-appropriate answers.

   Content requirements can be used as a
    checklist for validating documentation design.


                                                      43
Thank You!




            contact information:
         Ena.Arel@mathworks.com




                                   44
Writers have legacy documentation that
is feature-focused

   “How do I add new goal-driven topics to
    feature-focused doc?”

   “Is there an incremental way to improve
    documentation while keeping up with the new
    releases?”




                                                  45

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Creating Documentation Your Users Will Love

  • 1. Creating Documentation Your Users Will Love Ena Arel
  • 2. Overview  Top 10 user needs from documentation  MathWorks process for capturing content requirements to address user needs  Some challenges in developing useful content 2
  • 3. Overview  Top 10 user needs from documentation  MathWorks process for capturing content requirements to address user needs  Some challenges in developing useful content 3
  • 4. About the Top 10…  Based on industry best practices and usability testing  Presented in no specific order 4
  • 5. 1 Find the topics needed to achieve a goal 5
  • 6. Feature-focused topics make content difficult to find… It’s a miracle I figured it out. The doc says nothing Feature about defining model components! Feature Feature Feature Working with the GT5000
  • 7. Information silos also make content difficult to find… Reference Guide User Guide KB Solutions Examples Technical “Which resource Notes should I search to find the topic I need?” 7
  • 8. 2 Familiar terminology “I don’t know what you mean by this term… It’s not used in my domain…” 8
  • 9. 3 Cues to “skip” or “read” (Quick exit from irrelevant topics) “I’m so glad you described the output up-front. I quickly realized that I need something different.” 9
  • 10. 4 Separate topics for “Doing” versus “Learning about” “It’s distracting when I have to learn background information and perform a task at the same time.”
  • 11. 5 “Learn” just enough to “Do” “This conceptual information seems important… But how is it relevant to what I need to do in the software…” 11
  • 12. 6 Topic titles summarize the topic focus Model Validation Techniques Technique Learn More Compare model output to Simulating and Predicting Model measured output. Output Analyze autocorrelation. Residual Analysis • Impulse and Step Response Plots Plot model response. • Frequency Response Plots Plot model poles and zeros. Pole and Zero Plots Compare model Akaike Akaike Criteria for Model Validation Information Criterion (AIC) 12
  • 13. Descriptive titles help users to…  Skip to the “answers” they need in a set of related topics.  Identify type of content. “This must be conceptual information… I don’t need that right now…” Applications of Frequency Response Models Estimating Frequency Response 13
  • 14. 7 Consistent descriptions of the SAME thing 14
  • 15. Bluetooth is a… Wireless personal area network (WPAN) for short-range transmission of digital voice and data using omnidirectional radio waves. Short-range wireless technology used to create PANs (Personal Area Networks) among your devices, and with other nearby devices. 15
  • 16. Bluetooth is a… “Are these different things, or is Help just being creative?” Wireless personal area network (WPAN) for short-range transmission of digital voice and data using omnidirectional radio waves. Short-range wireless technology used to create PANs (Personal Area Networks) among your devices, and with other nearby devices. 16
  • 17. 8 The most efficient path to the goal Create a sinestream signal using the Create a sinestream signal based on a linear frest.SineStream command: model that represents your system dynamics: input = frest.Sinestream input = frest.Sinestream(sys) This command creates a sinetream signal with default settings. sys is the linear model you obtained during exact linearization (see Exact Linearization). For more information about configuring sinestream signals, see For example, create a sinestream signal the frest.Sinestream reference page. from a linearized model: magball io(1) = linio('magball/Desired Height',1); “How would I know what io(2) = linio('magball/Magnetic Ball Plant',... 1,'out'); values to pick? This is way sys = linearize('magball',io); too difficult…” input = frest.Sinestream(sys) 17
  • 18. 9 Concrete steps, with examples 1. Open the Simulink model. 1. Open the Simulink model. Example>> 2. Select Simulink blocks for mdl = 'f14'; open_system(mdl) frequency response estimation. 2. Specify the linearization I/O Learn More>> points. This step defines the See Specifying the Linearization Path Simulink blocks for frequency or the linio reference page. response estimation. 3. … Example>> io(1) = linio('f14/Sum1',1) io(2) = linio('f14/Gain5',1,'out') Learn More>> See Specifying the Linearization Path “I don’t want to leave the or the linio reference page. procedure to learn more…” 3. … 18
  • 19. 10 Finish what they start 19
  • 20. Top 10 Summary 1. Find the topics needed 6. Topic titles summarize to achieve a goal the topic focus 2. Familiar terminology 7. Consistent descriptions 3. Cues to “skip” or “read” of the SAME thing 4. Separate topics for 8. The most efficient path “Doing” versus to the goal “Learning” 9. Concrete steps, with 5. “Learn” just enough examples to “Do” 10. Finish what they start 20
  • 21. Overview  Top 10 user needs from documentation  MathWorks process for capturing content requirements to address user needs  Some challenges in developing useful content 21
  • 22. Before writing, discuss with the product team… 1. How do users use the product to accomplish their goals? (goals, motivation, steps) 2. What questions are users likely to ask while using the software? (information needs) 3. What answers address user information needs? (content requirements) 22
  • 23. “This is why I bought this product….” Identifies linear and nonlinear models
  • 24. “This is why I bought this product!” System Identification Toolbox Getting Started Examples Choosing Your Modeling Approach Data Analysis and Processing Linear Model Identification Identifies linear and nonlinear models Nonlinear Model Identification ODE Parameter Estimation (Grey Box Modeling) Time Series Identification Recursive Identification Techniques Model Analysis Simulation and Prediction Using Identified Models in Control Design System Identification in Simulink Function Reference Block Reference
  • 25. How do users use the product to accomplish their goals?  “How do users phrase their problem or goal?”  “How will users apply the results?” (related or extended workflows)  “Any limitations on the results?” (If limitation are not acceptable, what should users do instead?)  “Any special setup requirements?” (it won’t work unless they do this) 25
  • 26. Capture the workflow that includes possible failures Configure the basics (accept defaults) Execute Evaluate results, decide if good enough Troubleshoot and change settings 26
  • 27. Capture the workflow that includes possible failures Configure the basics (accept defaults) Execute Requires decision making information Evaluate results, decide if good enough Troubleshoot and change settings 27
  • 28. Identify task steps  “Show me how user will achieve their goal in the software…” (can use paper prototypes)  “What do users call the incremental results in their workflow?” 28
  • 31. What questions are users likely to ask while using the software?  “What are users likely to find challenging while doing each step?” (potential pain points)  “How do they interpret results?” (What parts of the output are not self-explanatory?)  “How do they evaluate results?” (Any error or warning messages?)  “How can they improve results?” (Analyze the problem and make decisions about different options) 31
  • 32. Example of user information needs Questions our user are likely to Task ask about this task. Design the input signal for frequency response estimation. ? How do I choose among sinestream vs. chirp signals? ? How do I validate the signal? ? How do I modify a poor signal? 32
  • 33. What answers address user information needs? Bullets summarize answers to potential user questions. Task Design the input signal for frequency response estimation. ? How do I choose among sinestream vs. chirp signals? When sinestream signals are required A When a chirp signal is good enough A ? How do I validate the signal? A Characteristics of a “good” signal 33
  • 34. Now, design the documentation… Xrefs Topics ~ Topic … relationships 34
  • 35. Define topics and topic relationships to address content requirements Steady-State Operating Point Exact Frequency Response Analysis (Trimming) Linearization Estimation ~ • When sinestream signals are required About Frequency• When Creating Input Signals a chirp signal is Estimating Frequency … Response Estimation for Estimation Response good enough Choosing Input Creating Sinestream Creating Chirp Signals for Estimation Input Signals Input Signals 35
  • 36. Define topics and topic relationships to address content requirements Steady-State Operating Point Exact Frequency Response Analysis (Trimming) Linearization Estimation • Characteristics of a “sinestream” signal • How to design the signal ~ based on a linear system • How to validate the signal About Frequency Creating Input Signals Estimating Frequency … Response Estimation for Estimation using plots Response Choosing Input Defining Sinestream Defining Chirp Signals for Estimation Input Signals Input Signals 36
  • 37. Use the information needs as a checklist to validate final doc “Does the doc address how to create and validate signals? If the signal is poor, does it say how to improve the signal?” 37
  • 38. Overview  Top 10 user needs from documentation  MathWorks process for capturing content requirements to address user needs  Some challenges in developing useful content 38
  • 39. Does the team agree about what users need from the doc?  Developers often have a feature focus – “Describe what the feature does, how it works, and all the options…”  Writers have a user focus – “Describe how to use the feature to accomplish goals.” – “Tell user how it works only when if it helps them to use the feature better.” – “Reduce complexity by guiding users to choose specific options.” 39
  • 40. You are the writer… You shouldn’t really need my input on HOW to document this….
  • 41. I’m the content expert! It’s much more efficient if you just take my word for how to update the doc.
  • 42. How do we make it easier for customers to use software and documentation together?
  • 43. Summary  Users want find documentation and find it useful for solving their problems.  MathWorks process for content requirements focuses on identifying potential user questions and audience-appropriate answers.  Content requirements can be used as a checklist for validating documentation design. 43
  • 44. Thank You! contact information: Ena.Arel@mathworks.com 44
  • 45. Writers have legacy documentation that is feature-focused  “How do I add new goal-driven topics to feature-focused doc?”  “Is there an incremental way to improve documentation while keeping up with the new releases?” 45

Editor's Notes

  • #14: Also help make crossreference text descriptive.
  • #18: Procedures might also seem inefficient to users when: There are no screenshots to show: GUI selections Sample results Too many alternatives to performing a step, presented inline or as tips Concepts are mixed in with steps, distracting users from the task
  • #19: Procedures might also seem vague to users when there are no screenshots to show: GUI selections Sample results
  • #20: No links to prerequisites or next steps in a larger workflow might cause users to hit dead ends.
  • #24: The MathWorks Our marketing materials describe solutions customers need. After customers buy our products, it would be nice to make it easy for them to learn how to implement that solution – especially the Key Solutions for which they bought the product. However, this version of the Help system makes it difficult - neither searching nor browsing gets customers the Help topics they need to accomplish this goal.