How to Create a Technical Writing Style Guide

如何创建技术写作风格指南

2023-10-18 23:50 clickhelp

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Without a style guide, it will be hard to create great technical content. No matter how different your documents may be, a style guide will help your team of technical writers to ensure consistency within all your documentation. You may write for different target audiences, but all of your documents have to be based on one style guide. It will be the basic guiding document for the whole bulk of your technical content. This blog will explain how a style guide can be useful for your company and customers. What Is a Technical Writing Style Guide? You may have noticed that having a distinctive style is like having a special voice. It works as if you have developed a new language – a language you use to communicate with your target audience. This language includes wording and all your documents' general pattern and layout. A particular style helps readers to associate your content with one source. It makes your products more recognizable to the customers. To achieve this effect, you need a technical writing style guide, a fundamental document to help you build and expand your company knowledge base and make your content consistent. A style guide is a reference document containing a collection of rules for writing and designing documents. The purpose of the document is to serve as an outline and a list of requirements for creating new documents and rewriting and updating the existing ones. It is a ‘frame’ that is aimed to ensure that everything produced by your technical writing team is consistent in terms of style. The requirements listed in this reference guide refer to the following major areas: Syntax (recommendations concerning punctuation, capitalization, abbreviations and shortenings, etc.); Formatting (rules for presenting numbers, dates, tables, etc.); Design (a large block of information disclosing the company philosophy concerning the color palette, illustrations, screenshots, photos, diagrams, etc.). These recommendations will help your team of technical writers produce content that is uniform and appealing to the eye of the reader. It will be great if your corporate style guide includes samples, templates, or examples that will help tech writers work faster and avoid the most common mistakes. Why Is a Technical Writing Style Guide Important? If you are a practicing technical writer, you are probably subscribed to many online forums or blogs where you follow a thread or two discussing using single or double ‘l’ in American or British English or using impersonal pronouns like ‘they’ in official documents. You know pretty well that such issues emerge in your practice on a routine basis, and you have to solve such problems every time they occur. A couple of days ago, I witnessed a real ‘fight’ between two writers from different cultures. They discussed which sign to use to separate decimals: a dot or a comma. The fact is that in some countries, the correct sign is a dot, while in others, it is a comma. With a style guide, these questions won’t arise. They will be solved once and forever in the company reference book, and you and your colleagues will only have to follow the established order. As a result, technical writing will become more efficient, and your documents will start looking uniform. You will probably need some training, as not all of your writing staff will consult the style guide in the beginning. But quite soon, they will adopt this habit. You will only have to show that it will save them a lot of time and effort if they follow the common rules and standards from the start. They will no longer have to discuss every ambiguous moment each time they come across it. All the tricky issues will be addressed in the guide. Let’s now have a look at the writing process from another standpoint. They say a problem shared is a problem halved. However, the larger the number of authors who work on one document, the more vulnerable the content becomes in terms of style. Ironically, the more people are involved in the work, the larger the amount of inconsistencies. Using a guide is a real remedy in this case. It is especially effective if you have several assignees working on the same document. They will all refer to the same set of rules and requirements, and the whole complex process of working in a large team will become less confusing. Another advantage of a style manual is that it is indispensable in the onboarding process. It can be used as a training tool for new employees. At first, they will have to refer to it quite often, but soon, they will be able to format and design documents with their eyes closed. Steps to Write Technical Writing Style Guides The information presented below cannot be limited to the listed steps. They can be regarded as a recommendation, and the information in your corporate technical writing style guide can be more comprehensive. The first step is the most general one. At this stage, you have to divide all the style-pertaining information into two large blocks: the visual and written content. The visual block refers to your company’s branding policies. It describes the company color palette, logo, fonts, backgrounds, etc., that should be applied to all the published content. The written part is text proper and its formatting rules (page setup, headlines, lists, pull quotes, etc.). The written part also covers the general tone of the publications, like neutral, business-like, or casual. In the next step, the two blocks (concerning the visual and written information) should be filled with the requirements you want to include in the style guide. Putting it differently, the second step is formulating the requirements. Most people think that formulating the requirements for the written part is the most challenging thing. In fact, it is the most transparent and clear part of creating a style guide. The thing is that this information has already been described in many internationally known style guides like the Publication Manual of the American Psychological Association (APA), the Modern Language Association's MLA Style Manual, and the Chicago Manual of Style (CMOS). These are the most frequently used style guides in academic writing, and the technical language is very close to it. So, don’t hesitate to use the information from these guides in your company style guide. These most advanced style guides contain ready-made information concerning such issues as (APA): Paper format (font, headings, line spacing, margins, order of pages, page header, paragraph, alignment and indentation, title page setup); In-text citations (paraphrasing, quotations, etc.); Mechanics of style (abbreviations, capitalization, italics and quotation marks, lists, numbers, punctuation, spelling and hyphenation); Bias-free language (age, gender, racial and ethnic identity, etc.); Tables and figures (figure setup, sample figures, sample tables, table setup); Grammar (active and passive voice, singular “they,” verb tense, as well as other issues). The list above can be very helpful in shaping the part of your style guide that refers to text. As for the visual part, it is more company-specific and has to be developed individually. In the third step, you will have to familiarize your writing team with the style guide. You can do it using different methods, but the most obvious one is to assign it to the company knowledge manager who will hold a series of trainings on using the guide. The knowledge manager will also have to make sure everyone has access to the guide. ClickHelp and Technical Writing Style Guides In your practice, you will have to write different documents appealing to different target audiences (both potential customers of your products and in-house audiences). These may be user manuals, quick start guides, white papers, employee handbooks, PRDs (product requirement documents), etc. Some of these documents may look very similar. For example, you may have very similar PRDs for different versions of one product. Actually, they will be almost the same docs but with different accents. ClickHelp is an online documentation management platform based on the principles of single sourcing and content reuse. It means you can have one basic document (a source PRD like in the example above) and publish different versions of it. Besides, ClickHelp offers snippets and variables that will help you change the document so that some elements are visible in one publication and invisible in the other. This will help you to make different accents in different versions of your documents. Let’s take a different example. For instance, there is a company that produces gearboxes and compressors. You have a standard catalogue containing all the information on gearboxes and compressors. However, one segment of your target audience is interested only in compressors. In ClickHelp, you can edit the source document so that only the content concerning compressors will be visible in the publication. ClickHelp is especially convenient for publishing docs in different formats (HTML, PDF, doc, docx, etc.). As a result, your customers will be able to open your files from a smartphone, a tablet, or even an E-book. ClickHelp is extremely useful for styling the visual appearance of your content. The ready-made templates are available in ClickHelp and will make documentation branding much easier. If using templates is not enough for you and you want to implement a more profound approach to branding, you can open and edit the CSS files that come together with every project you create in the system. Conclusion If you don’t have a style guide in your company, it’s high time you start thinking about introducing one in your content creation process. A style guide will help to make your documents more predictable and, consequently, more readable. This effect is achieved through developing the common conventions for your company authors and reviewers. If you manage to introduce a style manual in your company, you will be able to streamline and control your writing process. Good luck with your technical writing! ClickHelp Team Author, host and deliver documentation across platforms and devices
没有风格指南,就很难创造出伟大的技术内容。无论您的文档有多么不同,风格指南都将帮助您的技术作者团队确保所有文档的一致性。你可以为不同的目标受众写作,但是你所有的文档都必须基于一种风格指南。它将是你大部分技术内容的基本指导文件。这篇博客将解释风格指南如何对你的公司和客户有用。 什么是技术写作风格指南? 你可能已经注意到,拥有与众不同的风格就像拥有一副特别的嗓音。这就好像你开发了一种新的语言——一种你用来与目标受众交流的语言。这种语言包括措辞和所有文档的一般模式和布局。 特定的风格有助于读者将你的内容与一个来源联系起来。这让你的产品更容易被顾客认出来。为了达到这种效果,你需要一个技术写作风格指南,一个帮助你建立和扩展你的公司知识库并使你的内容一致的基本文档。 样式指南是一种参考文档,包含编写和设计文档的规则集合。 该文档的目的是作为创建新文档、重写和更新现有文档的大纲和要求列表。这是一个“框架”,旨在确保你的技术写作团队制作的所有东西在风格上都是一致的。 本参考指南中列出的要求涉及以下主要领域: 句法(关于标点符号、大写、缩写和缩写等的建议。); 格式(表示数字、日期、表格等的规则。); 设计(披露公司理念的一大块信息,涉及调色板、插图、截图、照片、图表等。)。 这些建议将帮助你的技术写作团队创作出统一的、吸引读者眼球的内容。如果你的公司风格指南包括样本、模板或例子,可以帮助技术作者更快地工作,避免最常见的错误,那就太好了。 为什么技术写作风格指南很重要? 如果你是一名执业技术作家,你可能会订阅许多在线论坛或博客,在那里你会关注一两个讨论在美式或英式英语中使用单双l或在官方文件中使用非人称代词如they的帖子。你很清楚,这样的问题在你的实践中经常出现,每次出现这样的问题,你都必须解决。 几天前,我目睹了两位来自不同文化的作家之间真正的“战斗”。他们讨论了用哪种符号来分隔小数:点还是逗号。事实是,在一些国家,正确的符号是点,而在另一些国家,它是逗号。 有了风格指南,这些问题就不会出现了。它们会在公司参考书里一劳永逸地解决,你和你的同事只需要按照既定的顺序去做。 因此,技术写作将变得更加高效,您的文档将开始看起来统一。你可能需要一些培训,因为不是所有的写作人员都会在开始时查阅风格指南。但是很快,他们就会养成这个习惯。你只需要证明,如果他们从一开始就遵循共同的规则和标准,这将为他们节省大量的时间和精力。他们将不再需要每次遇到每一个模棱两可的时刻都进行讨论。所有棘手的问题都将在指南中解决。 现在让我们从另一个角度来看看写作过程。他们说分享一个问题是问题减半。然而,在一个文档上工作的作者数量越多,内容在风格上就变得越脆弱。具有讽刺意味的是,参与工作的人越多,不一致的地方就越大。 在这种情况下,使用指南是一个真正的补救措施。如果您有几个受让人处理同一个文档,这将特别有效。它们都将参考相同的一套规则和要求,在大型团队中工作的整个复杂过程将变得不那么混乱。 风格手册的另一个优势是,它在入职过程中是不可或缺的。它可以作为新员工的培训工具。起初,他们将不得不经常参考它,但很快,他们将能够闭着眼睛格式化和设计文档。 撰写技术写作风格指南的步骤 以下信息不仅限于列出的步骤。它们可以被视为一种推荐,你的企业技术写作风格指南中的信息可以更全面。 第一步是最一般的一步。在这个阶段,你必须将所有与风格相关的信息分成两大块:视觉内容和书面内容。 视觉块指的是贵公司的品牌政策。它描述了公司的调色板、徽标、字体、背景等。,这应该应用于所有发布的内容。 书面部分是文本本身及其格式规则(页面设置、标题、列表、引用等)。)。书面部分还包括出版物的总体基调,如中性、公事公办或随意。 在下一步中,这两个块(关于视觉和书面信息)应该用您想要包含在样式指南中的要求来填充。换句话说,第二步是制定需求。 大多数人认为制定书面部分的要求是最具挑战性的事情。事实上,这是创建风格指南最透明、最清晰的部分。事实是,这些信息已经在许多国际知名的文体指南中有所描述,如美国心理学协会(APA)的出版手册、现代语言协会的MLA文体手册和芝加哥文体手册(CMOS)。 这些是学术写作中最常用的风格指南,技术语言与之非常接近。所以,不要犹豫,在你的公司风格指南中使用这些指南中的信息。这些最先进的文体指南包含关于以下问题的现成信息: 纸张格式(字体、标题、行距、页边距、页面顺序、页眉、段落、对齐和缩进、标题页设置); 正文引用(转述、引用等。); 风格机制(缩写、大写、斜体和引号、列表、数字、标点符号、拼写和断字); 无偏见的语言(年龄、性别、种族和民族身份等。); 表格和图表(图表设置、样本图表、样本表格、表格设置); 语法(主动语态和被动语态,单数“他们”,动词时态,以及其他问题)。 上面的列表对你的风格指南中涉及文本的部分非常有帮助。至于视觉部分,它更多的是针对公司的,必须单独开发。 第三步,你必须让你的写作团队熟悉风格指南。您可以使用不同的方法来完成,但最明显的方法是将其分配给公司知识经理,他将举办一系列关于使用指南的培训。知识经理还必须确保每个人都能访问该指南。 单击帮助和技术写作风格指南 在你的实践中,你必须写不同的文档来吸引不同的目标受众(包括你产品的潜在客户和内部受众)。这些可能是用户手册、快速入门指南、白皮书、员工手册、PRD(产品需求文档)等。 其中一些文档可能看起来非常相似。例如,对于一种产品的不同版本,您可能有非常相似的PRD。实际上,他们几乎是相同的医生,但口音不同。 ClickHelp是一个基于单一来源和内容重用原则的在线文档管理平台。这意味着您可以拥有一个基本文档(如上例所示的源PRD)并发布它的不同版本。 此外,ClickHelp还提供了一些片段和变量,可以帮助您更改文档,使某些元素在一个出版物中可见,而在另一个出版物中不可见。这将帮助您在不同版本的文档中使用不同的重音符号。 让我们举一个不同的例子。例如,有一家公司生产齿轮箱和压缩机。你有一个包含齿轮箱和压缩机所有信息的标准目录。然而,你的目标受众中有一部分只对压缩机感兴趣。在ClickHelp中,您可以编辑源文档,以便只有与压缩器相关的内容在出版物中可见。 ClickHelp对于发布不同格式(HTML、PDF、doc、docx等)的文档特别方便。)。因此,您的客户将能够从智能手机、平板电脑甚至电子书上打开您的文件。 ClickHelp对于设计内容的视觉外观非常有用。ClickHelp中提供了现成的模板,这将使文档品牌化更加容易。如果使用模板对你来说还不够,你想实现一个更深刻的品牌方法,你可以打开和编辑CSS文件,这些文件与你在系统中创建的每个项目一起出现。 结论 如果你的公司没有风格指南,现在是时候考虑在你的内容创作过程中引入一个了。样式指南将有助于使您的文档更可预测,从而更具可读性。这种效果是通过为你的公司作者和审稿人制定共同的惯例来实现的。如果你设法在你的公司引入一本风格手册,你将能够简化和控制你的写作过程。 祝你的技术写作好运! 单击帮助团队 跨平台和设备创作、托管和交付文档

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