Professional Documents
Culture Documents
Style Guide - WR427-527 - 2021 - in Progress
Style Guide - WR427-527 - 2021 - in Progress
Spring 2021
1
INTRODUCTION
The following section provides us with details on what a style guide is, exactly, why it’s important, and
what the purpose is for creating one for our class.
This guide provides "best practices" instructions for our technical documentation writing and editing
standards.
INFORMATION ARCHITECTURE
▪ Organization that matches the inherent structure of the content helps a user recognize patterns
2
▪ Documents may also be structured for reuse or may be structured according to organizational
templates.
o Note: Darwin Information Typing Architecture (DITA) is particularly helpful for
documentation reuse.
▪ The editor’s role in organizing\ tasks should take place in the planning stage.
Consider the most important components when writing or creating technical documentation:
● Who is the audience?
● What is the purpose of the document?
3
● Avoid marketing “marcom”-speak (which emphasizes benefits over features)
● Eliminate distracting, cumbersome introductory material
● Emphasize tasks over concepts
○ Embed necessary small concepts at the beginning of tasks to provide context
○ Refer to larger concepts elsewhere in the documentation
○ Eliminate concepts that are not essential to the task or goal
For example:
1. DISPLAY WINDOW. Custom English 1. Enter your user code. With Minimalism
Display Touchpads: 2-line, 32-character applied, the function
Liquid Crystal Display (LCD) touchpads is action-oriented
that display protection point and includes only the
identification, system status, and necessary
messages. English Display Touchpads: information.
Display protection zone ID and system
status messages using pre-designated
words in the LCD display.
4
TOP 14 STYLISTIC RULES
In terms of phrasing, please keep the following 13 stylistic rules in mind when authoring content for
our class.
INSTEAD OF (passive
USE (active voice) EXAMPLES NOTES/EXCEPTIONS
voice)
5
-He cleaned the might expect passive
whiteboard voice
-exception: if the agent
is not necessary to state
Imperative mood
implies the “you”
-Hang the whiteboard
subject. Imperative
-Screw in the mood makes
“Write on the “You can write on the
whiteboard
whiteboard.” whiteboard.” instructions more
-Draw on the precise and concise by
whiteboard
guiding users toward
action.
6
The school has few
whiteboards for
instruction. -Use positive phrasing
Feel free to use the to avoid using double
“The whiteboard the “The whiteboard the whiteboard. (or multiple) negatives
teacher purchased is teacher purchased isn’t NEGATIVE: We are not -Positive phrasing
expensive.” cheap.” used to using such old results in more concise
whiteboards. writing (and shorter
to using newer
whiteboards.
7
USE INSTEAD OF EXAMPLES NOTES/EXCEPTIONS
-Creates sense of
“She is erasing the immediacy and is more
“He copied the
whiteboard.” direct
sentence onto the
-Important to use in
“He copies the whiteboard.” “I am writing on the
instructions, as the
sentence onto the whiteboard.”
tasks will take place in
“He will copy the “They are attaching
whiteboard.” the present
sentence onto the magnets to the -most of descriptive
whiteboard.” whiteboard.” writing is in present
tense
In generic references,
Pluralizing nouns: you can use the second
“Professors may use person (“you”) or refer
their whiteboards to to the person’s role
A professor may use A professor may use make notes.” (“professor,” “student,”
their whiteboard to his/her whiteboard to “writer”).
make notes. make notes. Second person:
“You may use your When talking about a
whiteboard to make specific person, you can
notes.” use “he,” ”she,” or
“they.”
8
listed earlier in this for cleaning Whiteboard
article” whiteboards.”
Use "setup," "set up," "login," "log in," “opt-in,” “opt in”
"Set up" and "log in" are verbs; "setup" and "login" are nouns.
9
Your login information should be kept private. account will be sent to
should be kept private. you in an email.
Do not give your login
information to anyone.
I am searching for a
Compound adj. good-looking, clean
whiteboard.
10
Use Bold Text for Names of Fields, Buttons, etc., Indicating Action on the User’s Part
Bold the names of panes, screens, tabs, windows pages - as well as the names of buttons, etc. - so that
they stand out from regular/body text, and indicate orientation/action for the user.
[button name
example] Press Play to start
Press Menu to view
whiteboard
Press Menu to view whiteboard selection.
instructions.
whiteboard selection.
11
Use dashes correctly (en dashes and em dashes)
Use em dashes to separate a phrase from the rest of the sentence; use en dashes to show a range in
numbers or to show a relationship (e.g., “the New York–London flight.”)
Parenthesis to make an
aside when you want to
create emphasis,
drama, and less
The stick figures on the
separation between the
whiteboard—which
sectioned-off clause
were drawn in red Don’t put spaces
and the rest of the
marker—were difficult around an em dash.
sentence.
Em dash (—) to erase.
12
USE INSTEAD OF EXAMPLES NOTES/EXCEPTIONS
13
WRITING INSTRUCTIONS (Task-Based Authoring)
A task topic documents the result a user wants to achieve, instead of the product/feature they are using.
Product capabilities should be presented in context of the task they support so that users can
understand how the capabilities relate to their performance.
For example: If there is a Properties function in your product, instead of creating a task topic for
“Specify Properties,” create a task topic for a specific property, “Determine Your Hard Drive
Space,” because this is an actual task that a user must perform.
14
General guidelines for concepts
A concept topic is intended to capture content that tells you “what something is” or "how something
works." The information is typically presented as paragraphs that describe the background and context
of a single subject. Use a concept topic to describe the core knowledge that someone needs to
understand how a product works or how pieces relate.
Keep the following guidelines in mind when authoring concept topics:
● Describe one concept per topic
Tip: The advantage of separating your concepts is that users can find and read only what they
need, and we can more easily reuse those concept topics elsewhere in our documentation.
● Create a concept topic only if the idea can't be covered more concisely elsewhere
Tip: Create a concept topic to cover an idea that requires something more than a glossary
definition or a passing mention in a task topic.
● Separate task information from conceptual information
Tip: Write conceptual information as concept topics; task-oriented information as task topics.
By adopting input-neutral terms, users can universally follow any given set of our instructions, regardless
of how they are accessing the help or what device they are using (e.g., they might be on a mobile device
where “swipe” and “tap” come into play).
Tip: Minimize directional terms (left, right, up, down) as the only clue to location. This is problematic
15
because UI arrangement changes relatively frequently; orientation is different on mobile; etc. Instead:
focus on giving direction based on the UI's components, instead of where something is located.
UI Text
● Fastpath - Use to direct the user to their desired destination by calling out each breadcrumb on
a sitemap. It’s useful when the path through navigation is long or complicated somehow.
○ To add a lightbulb to your cart, go to Store > Lightbulb > Actions > Add.
UI Elements - Verbs
VERB USE FOR EXAMPLES NOTES / EXCEPTIONS
To select content or
Click action using computer Clicking on a tab
mouse
16
To move content by Dragging files onto a
Drag clicking and moving
USB interface
with mouse
To enter content,
Opening Google
Enter initiate action or edit
Chrome
text
Closing a window,
Open and Close To..open and close double clicking a link to
open a window
Access to additional
Access to Copy + Paste
Right-click functionality on the
function
mouse
Mobile-Specific UI Navigation
[note: “Select” might be a good universal word instead of “click” (web) and “tap” (mobile)]
17
“Swipe the icon
selected and move it to
To move items around the bottom of the
on a screen. screen.”
“Swipe ripe when he
Swipe To select an option on looks all right.”
screen.
To select an icon on a
screen. “Tap on the icon to
open the application.”
To initiate or open an “Tap on the link to get
Tap application or more information about
webpage. our organization.”
“Tap the play button on
To initiate a function or the Spotify app.”
command.
18
Non-text elements
need brief, accurate alt
Bad alt text: woman
text that describes the
and whiteboard
useful information
Non-text elements: presented in the Better alt text: woman
Graphics, audio, video, standing in front of
Alternative Text element.
whiteboard
animations, GIFs, and
pictures of text Best alt text: woman
If the element is pointing dry-erase
complex, link additional marker at blank
whiteboard
details to a separate
page
Monday
Capitalize days,
months, and holidays. Capitalize the first word August
Capitalize titles of of a sentence. Christmas
publications and The New York Times
people.
Paul Castellano
Federal Bureau of
Investigation
Capitalize proper nouns The Tang Dynasty
Capitalization (including names of
Capitalize nouns that The Civil War
people, organizations,
refer to specific people
historical periods and Charleston
and places but not
events, places, rivers, Amazon River
general references.
lakes, mountains, and
nationalities) Lake Titicaca
Sierra Nevada
Mountains
Vietnamese
19
Capitalize adjectives French cuisine vs.
derived from french fries
geographic names
when referring to a
specific place but not
when the term has a
specialized meaning not
directly related to the
place.
Use commas to
separate independent
clauses that are joined The man could not see
by a conjunction (and, the whiteboard, so he
Separating independent but, for, nor, so, yet)
decided to sit closer.
clauses
Commas
Use commas to The student bought
Separating lists; oxford separate lists. Use the erasers, markers, and
comma Oxford comma before a sticky notes to use on
conjunction to separate the whiteboard.
the last item in a list.
Internal
Cross-Reference:
Consists of page For more information
Points users to a number and subject on whiteboard sizes,
different place in the matter see page 13.
document for
additional information
Cross-References
External Consists of name of
Cross-Reference: referenced document For more information
Points users to a place Page number/chapter on whiteboard sizes see
in a different document title Whiteboards are Cool
for additional
information Subject matter
20
“Globalization”) communication) developing advance by minimizing
HIgh context: documentation for ambiguity in
dependent more on international users. documentation by:
contextual information Localization: adapting -using short sentences
than words to documentation for the -avoiding jargon
communicate meaning local culture
-eliminating
Low context: Words (or culturally-specific
direct language) more metaphors
important than
contextual infomration -avoiding acronyms and
to communicate abbreviations
meaning -Avoiding humor
Date / Month
Italicization / Italics
[emphasis, foreign
words, etc.] Italics for emphasis Use italics for emphasis Incorrect: It is on the
only as an occasional whiteboard!
adjunct to efficient
sentence structure. Correct: It is on the
Overused, italics quickly whiteboard!
lose their force. Note: More of a
guideline than a hard
21
rule.
Note Types
Needed side
Important information that needs
emphasizing
Needed side
information that
provides warnings and
Whiteboard may fall if
Caution needs emphasizing. (If
not hung correctly.
something dangerous
or mistakes are easy to
make)
22
Oxford Commas
When referring to a
company, Whiteboards Whiteboards Unlimited,
Unlimited, LLC®, use the LLC® is an amazing
Introducing a company trademark sign in the company.
or products in print or first instance, whether The best whiteboards
digital it is digital or in print. If come from WU®, a
in print in multiple subsidiary of Classroom
chapters, use the ® for Unbound.
the first instance per
chapter.
In early 2021,
Trademarks Trademark symbol with When mentioning the Whiteboards Unlimited,
parentheses full name of a company LLC (WU)® emerged as
and its shorthand in the forerunner for
text, place the ® outside amazing whiteboards.
the parentheses.
23
FREQUENTLY MISUSED EXPLANATION /
EXAMPLES NOTES
WORDS DIFFERENTIATION
Assure is to convince
someone.
Ensure is to guarantee
an action happens
Continually describes
an action that takes
place frequently.
continually,
continuously
Continuously describes
an action that happens
without ending.
24
on the whiteboard.
Discrete is being non
continuous and finite. Use different colored
markers to divide the
board into discrete
boxes.
My note on the
whiteboard was not to
“Imply” means to state imply an error, but
something indirectly. rather a suggestion. Imply and infer are both
imply, infer verbs used in indirect
“Infer” means to come The student inferred communication.
to a conclusion. the note on the
whiteboard meant they
had made an error.
principle, principal
25
“You’re” is the “You’re a member of (contraction)
contraction of “you” the club.”
and “are”
26