John Trumbull. The Declaration of Independence (1795)


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Week of:

May 28
June 4
June 11
June 18
June 25
July 2
July 9
July 16
July 23
July 30
August 6

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In Documentation Process and Content Management (ETWR 2477), you team-write simple chapters for a project-management application and take a documentation project from competitive proposal straight through to completion, moving through important phases such as initial proposal, team building, documentation plan, scheduling, prototypes, style guide, drafts, edits, peer review, revisions, and finished deliverables.

Your teams will divide into typical roles such as coordinator, writers, editors, and graphics specialists, although each team member regardless of role will write a simple chapter. Although your team ids welcome to use whatever application you wish to schedule and track your project (typically an Excel spreadsheet), your documentation of simple PHProjekt tasks will show you a typical way projects are set up and managed. To develop your project collaboratively, please use a CMS like Google Docs.

This course is not ready yet. Check back May 29. Thanks.

Instructor David McMurrey
Class meetings Online-only class
Office & hours NRG 4225 Tues/Thurs 10:00-3:00 p.m.
Phone 223-4804
E-mail davidm@austincc.edu

Week of May 28

Getting organized. In this first week, read about the schedule, policies, objectives, and requirements for this course (using links in the gray panel to the left and up). I'll ask you to fill out the online questionnaire below (your information will be kept confidential), write a brief get-acquainted memo that will be posted on our course website so we can all get know each other (it will be password-protected), and fill out the skills, talents, preferences profiler so we can know how to set up teams!

Creating a blog with WordPress. You'll create a blog, open to members of our class, in which you introduce yourself to the rest of us and summarize what you read about management of documentation projects.

Getting to know you. Use various social-media tools getting to know each other and finding out what your strengths, experience, aptitudes, and preferences are in terms of documentation-team roles. You'll also use a profile questionnaire to get a sense of these same matters. You'll divide into teams depending on how many people there are in this course.

Activities Watch and listen to the recorded overview of this course. Note: There have been some changes to the plan since I made this recording.

Fill out the questionnaire. Your information will be kept confidential.

Learn how to create blogs in the WordPress guide, create your own, and post it so the rest of the class can see it.

Write your get acquainted memo in your WordPress blog. Be sure and post it so that the rest of us can see it.

Start a timesheet to record your activities in this course and the amount of time you spend on them.
due June 5

Reading Hackos. JoAnn Hackos's Information Development (2007) focuses on the process of developing information from a management perspective. Ideally, you would have read this book before this course began so that you could apply its principles. Sigh. While some of the chapters may match up with what you are doing or will do, with the rest perhaps you can say, "Oh well, we could have done it that way." The same in the case with Hackos's Content Management (2002).

Because few of us could read 1,000 pages in under 11 weeks, we'll divide the readings, summarize themi, and comment on each other's summaries. Keep in mind that you will be the expert on your chapters and may be asked for help on the details.

As you can see below, the chapters are grouped into nice 100-page sets. Use the randomizing program below to find out what you'll read.

Readings Info. Development, chs. 1, 2 (info. development, process model—76 pgs.)
Info. Development, chs. 3, 5 (portfolio mgmt, technology adoption—32 pgs.)

Info. Development, chs. 6, 7 (users, user scenarios—44 pgs.)
Info. Development, chs. 10, 11, 12 (teams, leadership—70 pgs.)

Info. Development, chs. 13, 14 (innovation, proj. mgmt.—38 pgs.)
Info. Development, chs. 15, 16 (starting, planning projs.—62 pgs.)

Info. Development, chs. 17, 18 (implementing, tracking projects—66 pgs.)
Info. Development, chs. 19, 20 (project change, collaboration—46 pgs.)

Content Management, ch. 3 (information resources—19 pgs.)
Content Management, ch. 4 (information model—35 pgs.)
Content Management, ch. 5 (content types—35 pgs.)

Content Management, ch. 6 (using content types—13 pgs.)
Content Management, ch. 7 (content plans—43 pgs.)
Content Management, ch. 9 (single sourcing—17 pgs.)
Info. Development, ch. 21 (quality assurance, production.42 pgs.)

Content Management, ch. 8 (content plans (dynamic)—26 pgs.)
Content Management, ch. 10 (reuse—20 pgs.)
Info. Development, ch. 21 (quality assurance, production—42 pgs.)
Summaries Click this chapter-assigner link to find out which chapters you will be responsible for summarizing. (I encourage you to read as many of the Hackos chapters as you can.)

Click this chapter-assignments link to view who's reading what.
due June 17
Week of June 4

Use this week to complete your readings, summaries, and comments on others' summaries. I will evaluate your work on this unit according to the quality of your summary and the quality of your comments on all other summaries.

Week of June 11

Developing team spirit. With the number of people we have in this course, we can break up into into two teams. You'll see that you may need to wear several different hats, considering the number of roles that an information-development team can have. It would be great if we could find a social media way of dividing up into the two teams. Let's brainstorm this!

Activities Fill out the profiler to indicate your skills, talents, and preferences in relation to team work.

View profiles skills, talents, and preferences of people in this course.

Read about team roles.
due June 17

Team blog setup. Create a blog for your team at WordPress. Have some fun—give your team a name (The Mighty Eggplants?) Create "pages" at your blog in which you describe team roles, due dates, and procedures to use for project problems (such as slackers, incompetents, ego conflicts).

Activities Read about team structure roles.

Decide on which people will play which roles in your team project, and post that information on your team blog: team structure.

Decide on which people will play which roles in your team project and how conflicts will be resolved.

Post this information on your team blog. I will be looking particularly at your team decisions on how to do with problems such as over-sized egos, dropouts, slow pokes, incomptenents, and other such. You're welcome to use me as arbitrator.
due June 17

Week of June 18

Content management. Traditionally, project material is developed as separate "documents" (user guides, online helps, quick-start guides, product white papers, promotional materials, reference manuals, and so on). However, in content management systema is divided into resusable "topics." This approach cuts down on the necessity of rewriting the same material for different contexts and enables assembling the topics in different ways for different contexts. This is out of the scope for this course, but be aware of it.

Project topics. Here are the PHProjekt tasks you will document:

  • Setting up a new project
  • Adding people to the project and info about them (e-mail, phone, role)
  • Assigning tasks to members of the project
  • Setting start and end dates for the tasks
  • E-mail alerting project members when their task should start if they must wait for some other task to complete
  • E-mail alerting project members that their task is due in a certain number of days or that their task is overdue (late)
  • Indicating completion of a project task
  • Creating a Gantt chart of the project
  • Extra credit: Changing a date in the project and causing all subsequent dates to change accordingly and automatically (this function may not even exist in PHProjekt)
Task assignments Click this task-assigner link to find out which tasks you will be responsible for documenting.

Click this task-assignments link to view who's writing about which tasks.
due July 1

Note: Contact me if your tasks are impossible, too large, or too small or should combined with some other. Use me as thye subject-matter expert who can answer technical questions.

Project estimating. To get ready to write the project proposal, you will need to know how to estimate how many hours, people, and resources it will require.

Activities Read about information-project libraries

Read about project estimating
June 27

Information-project proposal. Your job right now is to write a proposal that convinces your potential client that your team has the best plan for the project, has the best credentials, and the best financials—or, well, the best balance thereof.

Activities With your team members, study the directions and the graphics and unformatted text available in the project source.
Identify library topics, documents, and media
Do an information-development project estimate
Post your notes on the documents you plan and their delivery media at your team wiki pages.

Read about information-development project proposals
Create an information-development project proposal
June 27

Week of June 25

Project tracking. Now that your team has won the contract to do the documentation project with that terrific proposal you wrote, it's time to do some serious project planning. And that means having a system to track your project. Big, complex projects involving lots of people typically require some tracking mechanism to show team members what's due when, who's doing what, and which project details have changed. Our projects are not nearly so complex, but for the experience let's use a simple project management tool called dotproject.

Activities Read the design notes for your project-tracking system.
Learn how to use dotproject.
Set up your project in dotproject.
June 27

Week of July 2

Information-development plan. One of the first items scheduled in your project plan should be the information-development plan (also known as the documentation plan), which records your team's decisions about items in the documentation library, media to be used by those items, and other elements such as schedules and responsibilities.

Activities Read about information-development plans
See the options relating to the information-development plan for this course.
July 6

Week of July 9

Style guide, templates, and prototypes. At some point early in your project, develop a style guide that sets writing and formatting guidelines for the team. Be prepared to update this style guide throughout the project. Also develop electronic templates that all members of the project will use, as well "dummy" prototypes that will serve as models for the documents your team develops.

Activities Read about document design
See the options relating to project style and style guides in general project style guide for this course. (Considering this rather brief course and smallish project, the best option is probably to create a section in the style guide for your information plan, or at least post style and format notes on your team pages.)
July 18

Week of July 16

Formatting and editing. During this next period of the course, your team formats the information according to your plans, and someone on your team watches editorially for inconsistencies and other problems.

Activities Complete the first-draft formatting of your project. August 1

Week of July 23

Formatting and editing — continued.

Editing complete and final drafts.

Week of July 30
Activities Edits should be complete and revisions incorporated. Final drafts should be ready. August 15

Information-development project production: output to different media. Ideally, we will dump all of your topics into AuthorIT on the computers in Northridge 4209, identify which topics go to which documents, specify the output media (help, PDF, and web pages), and then let 'er rip! I will have gone through this procedure myself and recorded an audio-visual tutorial to guide you through it. Bring your headphones to NRG 4209! (It may be possible to do a 30-day free evaluation of AuthorIT, but the database part may be a problem.)

Activities Watch and listen to AuthorIT tutorial
Produce your own outputs for the semester project
August 16

Week of August 6

Post mortem. When your team has completed the project and has generated the output to different delivery media, get together in some way to discuss how things went, what went wrong, what could have been better, what went right, and appoint a team member to post a summary of your meeting to your team wiki. (This includes a post mortem on this course: how things went, what went wrong, what could have been better, what went right.)

Activities Read about project post mortems
Write a project post mortem
August 17