Atherton & Weber - Bake your own taxonomy - tcuk 130924 - public

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BAKE YOUR OWN T AXONOMY DEVELOPING A CONTENT STRUCTURE Chris Atherton & Kai Weber @finiteattention @techwriterkai #TCUK13 #TaxoBake 24 September 2013

description

Bake your own taxonomy This workshop will give technical communicators a guided opportunity to develop a documentation structure, with the emphasis on doing justice to existing, unstructured content, rather than merely recreating the concept, task, and reference ‘holy trinity’ of topic types. Chris Atherton and Kai Weber will outline basic principles of creating a taxonomy and an information model, drawing on cognitive science concepts like learning and mental models, to explain why standard topic types don’t always work, but why taxonomies do. They will also show how information models can be effective in making structured content easier to understand, and efficient for technical communicators to reuse. The workshop will give attendees practice at using physical media to turn unstructured content into structured documentation, at deducing and sketching out taxonomies based on existing content. Techniques such as card sorting may be of particular interest to attendees whose job roles touch on usability, user experience, or information architecture.

Transcript of Atherton & Weber - Bake your own taxonomy - tcuk 130924 - public

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BAKE YOUR OWN TAXONOMY DEVELOPING A CONTENT STRUCTURE

Chris Atherton & Kai Weber

@finiteattention @techwriterkai

#TCUK13 #TaxoBake

24 September 2013

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PROGRAM

Intro Is this workshop for you?

10:35-11:00 Presentation Taxonomies & tech comm

11:00-12:00 Exercise Classify content

12:00-12:15 Break

12:15-13:00 Exercise Structure content

13:00-13:30 Roundup Results & lessons learned

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INTRO

Is this workshop for you?

Probably yes, if you

Have good content, but users cannot find it

Have redundant content that’s hard to maintain

Want to know about taxonomies, topic types & content models

Probably less so, if you

Have structured content

Know about content models or even have one

Already apply topic types, such concepts, tasks, etc.

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INTRO

Who are we?

Chris Atherton Kai Weber

@finiteattention @techwriterkai

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YOUR CONTENT?

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YOUR CONTENT?

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CATHEDRAL VS. BAZAAR

Photo by Adrian Pingstone Photo by Babak Gholizadeh

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TAXONOMIES

Photo by Mstyslav Chernov Photo by www.sagradafamilia.cat

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TAXONOMIES USE PATTERNS

Photo by Santiago Masquelet Photo by Jure Šućur

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TAXONOMIES ORGANISE YOUR WORLD

What you want:

Photo by Julius Schorzman

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TAXONOMIES ORGANISE THEIR WORLD

What they expect you to know:

Photo by www.starbucks.com

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TAXONOMIES HELP YOU TO FIGHT BACK

What they don’t want you to know:

Photo by www.starbuckssecretmenu.net

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TAXONOMIES UNDERLIE TECH COMM

… and we help users negotiate:

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TECH COMM CREATES/IMPLIES TAXONOMIES

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TECH COMM CREATES/IMPLIES TAXONOMIES

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TECH COMM NEGOTIATES MENTAL MODELS

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EXERCISES

Exercise 1 Exercise 2

11:00 – 12:00 12:15 – 13:00

Method Content modeling Card sorting

Purpose Classify content into topics Structure content into maps

In short “Find the best chunks and

breaks for the content.”

“Find the best sequence and

hierarchy for the content.”

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EXERCISE 1 METHOD: CONTENT MODELING

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EXERCISE 1 METHOD: CONTENT MODELING

# Online help

1 Title [1]

2 Intro [0+]

3 Prereqs [0-1]

4

5 Steps [1+]

6

7 Results [0-1]

8 Exceptions [0+]

9 Next proc. [0-1]

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EXERCISE 1 METHOD: CONTENT MODELING

# Online help User manual

1 Title [1] Title [1]

2 Intro [0+] Intro [0+]

3 Prereqs [0-1] Prereqs [0-1]

4

5 Steps [1+] Steps [1+]

6

7 Results [0-1] Results [0-1]

8 Exceptions [0+] Exceptions [0+]

9 Next proc. [0-1]

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EXERCISE 1 METHOD: CONTENT MODELING

# Online help User manual Training

1 Title [1] Title [1] Title [1]

2 Intro [0+] Intro [0+] Intro [0+]

3 Prereqs [0-1] Prereqs [0-1] Prereqs [0-1]

4 Objective [1]

5 Steps [1+] Steps [1+] Steps [1+]

6 Exercise [1+]

7 Results [0-1] Results [0-1] Results [1+]

8 Exceptions [0+] Exceptions [0+] Exceptions [0+]

9 Next proc. [0-1] Next proc. [0-1]

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WORKING WITH PHYSICAL MEDIA

Photo by Manchester City Library

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EXERCISE 1: CLASSIFY CONTENT

Determine content chunks and topic types.

To determine content chunks, consider:

What parts are relevant? Which are redundant, obsolete?

What patterns, similarities and differences can you detect?

What parts belong together?

To determine topic types, consider:

The smallest number of distinct types by purpose and user.

New, better headings for topics.

Mental models of your audience.

Don’t worry about sequence and hierarchies yet.

Take until noon.

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EXERCISES

Exercise 1 Exercise 2

11:00 – 12:00 12:15 – 13:00

Method Content modeling Card sorting

Purpose Classify content into topics Structure content into maps

In short “Find the best chunks and

breaks for the content.”

“Find the best sequence and

hierarchy for the content.”

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EXERCISE 2 METHOD: CARD SORTING

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EXERCISE 2: STRUCTURE CONTENT

Find the best sequence and hierarchy for the content.

Is the sequence complete or are parts missing?

Which user needs does the sequence support?

To determine the content structure, consider:

The type of audience: Novices vs. experts

The context of the audience: Desktop vs. mobile vs. manual

How they will access the content: Navigation vs. search

Take until 1 pm.

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EXERCISE 2: STRUCTURE CONTENT

Find the best sequence and hierarchy for the content.

Is the sequence complete or are parts missing?

Which user needs does the sequence support?

To determine the content structure, consider:

The type of audience: Novices vs. experts

The context of the audience: Desktop vs. mobile vs. manual

How they will access the content: Navigation vs. search

Take until 1 pm.

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FREE ONLINE RESOURCES

About (folk) taxonomies:

Weinberger, David. Everything is Miscellaneous, ch. 1.

About chunking:

Redish, Ginny. “Breaking Up Large Documents for the Web.”

About content modeling:

Rockley, Ann. “Information Modeling: A Practical Approach.”

About information architecture:

Chapman, Cameron. “IA 101: Techniques and Best Practices.”

About card sorting:

Spencer, Donna. “Card Sorting: A Definitive Guide.”