Content deleted Content added
m →Examples: reformatted paragraph; fixed citation format |
m link categorical data using Find link |
||
(22 intermediate revisions by 4 users not shown) | |||
Line 1:
{{
'''Form and Document Creation''' is one of the things that [[Technical communication|technical communicators]] do as part of creating [[deliverable]]s for their companies or clients. Document design is:
▲'''Form and Document Creation''' is one of the things that [[Technical communication|technical communicators]] do as part of creating [[deliverable]]s for their companies or clients. Document design is: “the field of theory and practice aimed at creating comprehensible, persuasive and usable functional documents”.<ref>Jansen</ref> These forms and documents can have many different purposes such as collecting or providing information.
==Visualization and Visual Communication==
Line 11 ⟶ 10:
===Definition===
Technical communicators must take data and convert it into information; this process is known as [[Information Visualization|visualization]], or [[visual communication]].<ref name=blythe347>Blythe, 347.</ref> Because of the widespread use of [[digital media]], modern technical communicators must also now think about visualization as it relates to digital forms and documents. Stuart K. Card, Jock D. Mackinlay, and Ben Shneiderman, editors of the book ''Readings in Information Visualization: Using Vision to Think'', define visualization as the: "use of computer-supported, interactive, visual representations of data to amplify cognition".<ref name=blythe347/> Though many forms and documents will still have a paper copy for distribution, most forms and documents are now utilized online in some fashion; this is why there is such focus on the computer-supported representations for maximal cognition. Brumberger defines visual communication as: "designing print, Web, and multimedia documents…creating visual displays of information/data, generating other visual material…and any other communication tasks which rely on visual
===Examples===
There are many areas where professional writers utilize visualization. It is most useful in the following areas: complex documents, statistical and [[categorical variable|categorical data]], personal services, and histories.<ref>Blythe, 348.</ref>
Visual communication responsibilities include: designing visual content, determining when to use visual material, modifying existing material, and applying templates that already exist to material.<ref name=brumberger387>Brumberger, 387.</ref>
Visual communication tasks include designing: [[presentation]]s, [[Document|print documents]], [[page layout]]s, [[image]]s, and [[Data sheet|data displays]].<ref name=brumberger387/>
Line 23 ⟶ 22:
===Human-Centered Design===
[[Human-centered design]] focuses on ensuring that the audience will comprehend the information being presented. It is:
Luke Wroblewski, senior director of Project Ideation and Design at [[Yahoo!|Yahoo! Inc.]], and author of ''Web Form Design: Filling in the Blanks'', also has some human-centered design ideas for web forms and documents.<ref name=wrobelewski18>Wroblewski, 18.</ref> He says
==The Structure and Organization==
When a technical communicator is creating a form or document, it is vital that
===Functional Analysis===
In order to design a form or document, the writer should understand and evaluate the different constraints in the rhetorical situation; this is called functional analysis.<ref name=lm387>Lentz & Maat, 387.</ref> One of the biggest components in analyzing a form or document is to determine the communicative purpose of the form or document.<ref name=lm387/> Leo Lentz and Henk Pander Maat,
:#intended communicative effect: the intended effect should fall into one of three categories;
:#topic: this is based on the
:#target group: this should be a specific group described either by demographic variables or communicative predispositions.<ref>Lentz & Maat, 390.</ref>
:#organizational goal: this is the change that should occur in every individual reader.<ref>Lentz & Maat, 391.</ref>
After analyzing the communicative purpose, the technical communicator can design
===Explicit Structure===
One aspect of form and document creation that technical communicators should pay close attention to is explicit structure. When the structure is explicit, the reader can interact with the form or document on a more effective level.<ref name=farkas9>Farkas, 9.</ref> The technical communicator’s
The authors of
===Abstract Structure===
Another aspect to consider when designing a form or document is abstract structure. This is the idea that text has a graphical component.<ref name=power211>Power et al., 211.</ref> Text incorporates a graphical component not only because the words are:
When considering abstract structure in planning a form or document, a technical communicator must also look at what Richard Power, Nadjet Bouayad-Agha, and Donia Scott call
Though it focuses on a visual and graphic effect, abstract structure also focuses on wording.<ref name=power216>Power et al., 216.</ref> The examples that follow are taken verbatim from Power, Bouayad-Agha, and Scott. They show a progression from a passage written by a technical communication novice (a), to an edit by a more experienced technical communicator (b), to an edit by a senior expert technical communicator (c).<ref name=power216/> The successive changes are designed to make the structure and wording valid.
Line 75 ⟶ 74:
===Visual Organization===
====Number of Pages====
If at all possible, using one page for the document or form is best
====Flush====
When typing a document, the technical communicator should make the text flush left because:
====Capital Letters====
Capital letters should not be used to accentuate words on a form or document; it is too distracting and disrupts the look of the form or document.<ref name=erik1>
====Bullets====
Some technical communicators use hyphens for listed items; however, a writer should use bullets or centered points instead.<ref>
===Standard Expository Model===
In analyzing structure and organization for a form or document, it is beneficial for a technical communicator to determine if the form or document being created fits within a group of documents called the
If a form being created fits within the SE model, there are three main strategies to be employed when creating it.
:#The first is to tuck introductions and conclusions.<ref>Farkas, 13.</ref> This means that there is no separate heading for the introduction and conclusion; instead, the introduction and conclusion aspects of the writing are within the first and last main points.<ref>Farkas, 13-14.</ref>
Line 111 ⟶ 106:
===Language and Word Choice===
Gillian Harvey, a partner and senior designer at Plumbheavy Design Inc., a company that does graphic design and information design, has several recommendations for technical communicators regarding language and word choice.<ref>Harvey, 24.</ref>
:#The first is to use vocabulary that the reader will easily understand; this is vital when creating a form or document with instructions the reader is expected to follow.<ref>Harvey, 21.</ref>
:#Harvey also recommends the use of [[personal pronouns]], especially
:#Finally, Harvey instructs technical communicators to use [[active voice|active phrases]] rather than [[passive voice|passive phrases]] because
==Typeface Selection==
After evaluating the purpose and desired effect of a form or document, and creating a structure and wording that meets that purpose and effect, a technical communicator may think the majority of the job is complete. However, the [[typeface]] used for a form and document can greatly affect not only the reader, but the purpose and effect of that form or document.
===Typeface vs. font===
Most simply,
===Appropriate Selection===
Jo Mackiewicz, from the Composition and Linguistics Department of the University of Minnesota Duluth, has done extensive research into typeface and has published multiple articles on the topic.<ref>Mackiewicz (2004), 131.</ref> Mackiewicz says that students should:
===Personality===
In selecting an appropriate typeface, Mackiewicz focuses on what she calls
====History====
One way that Mackiewicz notes that technical communicators can determine a typeface’s personality is through looking at its history; she says
===Impressions on Readers===
As in every stage of form and document design, technical communicators must be constantly aware of the impressions of design decision on the reader. Pamela W. Henderson, Joan L. Giese, and Joseph A. Cote, faculty in the Department of Marketing at Washington State University, point out that:
The ''Font Shop'' professionals also have a warning concerning typeface and its impression on readers. They recommend
Additionally, Jo Mackiewicz recommends technical communicators consider typefaces that are both legible and readable. Her research has shown that legible typefaces have
===Serif vs. Sans Serif===
One aspect of typeface selection to consider is whether or not to use [[serif]] or [[Sans-serif|sans serif]] typefaces. Serif typefaces are
===Electronic Selection===
Because of the prevalence of computers and other electronic media in the modern world, there are some special considerations for forms and documents that will be online. New typefaces are being developed specifically for forms and documents to be presented electronically. [[ClearType]], developed by [[Microsoft]] in 1998
===Case Study: Times New Roman===
In order to see how the various typeface aspects work together for typeface selection, look at the
==Evaluation==
David Sless, director and co-founder of the Communication Research Institute talks about what he calls:
Evaluation will show where a form or document needs to be improved, even when that form or document meets the overall needs for which it was created. For example, Michael Turton, a veteran designer of transactional documents and forms, was surprised to find that coworkers were having trouble with a form he designed that he knew was adequate.<ref>Turton, 191, 193.</ref> The form required employees to check boxes that measured 7mm by 6mm, but reported that these boxes needed to be bigger.<ref name=turton192>Turton, 192.</ref> Knowing that the boxes were adequate, Turton asked the employees to show him the problem; as it
===Criteria for Evaluation===
===When to Evaluate a Form or Document===
Sless diagrams a circular pattern for the
▲Sless says that evaluation must take place at three points in this “systematic process:” during step two, during steps four and five, and during step seven. A form or document should be evaluated at the benchmarking stage to determine how a current design is working.<ref name=sless252/> It should be used in the testing and refining stages to evaluate changes being made. Finally, the form or document should be evaluated during the monitoring stage as it is in use to “maintain its optimal performance.”<ref name=sless252/> Sless emphasizes the importance of testing at these designated times instead of evaluating as time and money permits.<ref name=sless252/>
==Case Study: A Look Into Forms in the Medical Field==
Line 187 ⟶ 174:
===Potential Technical Problems===
In a study done by professionals from multiple companies and universities, family medical practices administered surveys on paper forms and electronically.<ref>Galliher et al., 154.</ref> However, the team could not accurately judge the advantage of the electronic form because of problems with the firewall and
===Tailoring Information to Federal Regulations===
Sometimes, there are external restrictions on a form or document that could affect the design process. Rita Tomlin, a freelance writer and instructor at San Diego State University, investigates the implications of the Food and Drug Administration (FDA) regulations on medical writing.<ref>Tomlin, 289, 310.</ref> Tomlin says,
== Notes ==
{{Reflist|
== References ==
*Blythe, Stuart.
*Brumberger, Eva.
*Chaparro, Barbara S., A. Dawn Shaikh, Alex Chaparro, and Edgar C. Merkle.
*
*Farkas, David K.
*Galliher, James M., Thomas V. Stewart, Paramod K. Pathak, James J. Werner, L. Miriam Dickinson, and John M. Hickner.
*Goldsborough, Reid.
*Harvey, Gillian.
*Henderson, Pamela W., Joan L. Giese, and Joseph A. Cote.
*Jansen, Carel. "Document Design." ''South African Journal of Linguistics'' 17, no. 4 (November 1999): 234-255.
*Lentz, Leo, and Henk Pander Maat.
*Mackiewicz, Jo.
*Mackiewicz, Jo.
*
*Power, Richard, Nadjet Bouayad-Agha, and Donia Scott.
*Sless, David.
*Tomlin, Rita C.
*Turton, Michael.
*
*Wroblewski, Luke.
[[Category:Technical communication]]
|