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Getting your hands dirty
          Jang F.M. Graat
        IF UnLtd B.V. - Netherlands




  What will I tell you ?
  What the machinery business is like
  Why this business is interesting for us
  How to understand machinery people
  How to make machinery understood
  Why only writing is not enough
  Which skills would be really handy
How did I get here ?
Studied Physics, Psychology, Philosophy
Decided I could become a programmer
Became a tech writer & trainer instead
Started my own company in 1994
Wrote soft ware manuals, online help
Work in the machinery business now




   Where are you ?
Working in the soft ware industry ?
Laid off recently or expecting it soon ?
Afraid of outsourcing or “off-shoring” ?
Not keen on moving toward MarCom ?
Not interested in training or sales ?
Not afraid of noise, dirt and grease ?
Machinery Business
  through a freelance tech writer’s eyes




    True WYSIWYG
 If you don’t see it, it is not there
 No last-minute cosmetic overhauls
 It either works or does not work
Real hardware
No hidden features or options
Covers are for safety, not to cover up
Buttons are real, physical, buttons




      Real danger
Safety is paramount for machinery
Abuse may cause serious injuries
Manual must show residual dangers
Real products
   You see what the machine does
   Everything has an intended purpose
   Malfunctions cost real money




  Business Potential
why the machinery business needs tech writers
Typical machines...
      ... are not produced in large numbers
      ... come in enormous varieties
      ... are often heavily customized
      ... need complete documentation
      ... cannot be moved around easily




          Some examples




Shrink-Wrap Conveyor Belt         Filter Cutter
Some examples




Glue Pump                     Safety Device




    Some examples




            Cigarette Maker
Typical designers...
... have no time for documentation
... assume everyone is an engineer
... live in a wordless world




Wordless 2D-world
3D-world, still wordless




  Typical engineers...
  ... have no time for documentation
  ... assume you are better educated
  ... live in an engineer’s world
Reading & Writing
learning the lingo of the machinery business




    Learn the jargon
 Read manuals of similar products
 Ask the engineer (when he has time)
 Check out “howstuff works.com”
 Watch stuff on Discovery Channel
 Browse engineering magazines
 Read engineering primers
Learn to “read”...
... 2D and 3D assembly drawings
... common design principles
... technical construction documents
... 3rd party documentation
... how engineers work & think




Know your audience
Operators


Maintenance staff


Ser vice staff
Writing for “dummies”
 “What is this button for ?”
 “What do I need to do ?”
 “How do I do that ?”
 Include everyday maintenance
 Don’t expect any knowledge
 Use photos where possible




Operators, no techies
As clear as you can




Simplified diagrams
Writing for “techies”
Follow modular machine design
Expect basic technical skills
Do not expect machine knowledge
Don’t include too many details
OK to use technical drawings
Get ser vice engineer to review




   Modular design
..




      Using images

                          }
Digital photographs
Rendered 3D models            Operators
Technical illustrations



                          }
Assembly drawings
Pneumatic drawings            Ser vice staff
Electrical diagrams
3rd Party Docs
  Copies in appendix to ser vice manual
  Rewrite important procedures
  Check procedures for correctness
  Ask for translations on time




Writing is not enough
 skills & knowledge that will come in handy
Digital photographs
Use a tripod and no flash
Check whether everything is visible
High resolution and little compression
Crop and scale down in Photoshop
Cut the environment where needed
Link into the document




  Simplified English
Don’t try to be entertaining
Structure your descriptions
Write for maximum redundancy
Minimize - and define - the jargon
Use Simplified Technical English
Safety regulations
Clients often don’t know about them
Good documentation is crucial
Safety notes must not be overdone
ISO 9000 & 14000 and others
CE directives 98/37/EEG and others




     Reality check
Don’t take procedures for granted
 Engineers have too much knowledge
 3rd party docs are usually for techies
Dress to get dirty
 When in doubt, ask for help
Other services
Bringing in documentation technology
Handling translation outsourcing
Consulting on safety issues
Bringing help docs into the machine
Usability testing of GUI (touchpanels)
Consulting on cool new features




     Questions ?
        Jang F.M. Graat
            jang@jang.nl

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Getting your hands dirty - How tech authors may be able to survive in the machinery business

  • 1. Getting your hands dirty Jang F.M. Graat IF UnLtd B.V. - Netherlands What will I tell you ? What the machinery business is like Why this business is interesting for us How to understand machinery people How to make machinery understood Why only writing is not enough Which skills would be really handy
  • 2. How did I get here ? Studied Physics, Psychology, Philosophy Decided I could become a programmer Became a tech writer & trainer instead Started my own company in 1994 Wrote soft ware manuals, online help Work in the machinery business now Where are you ? Working in the soft ware industry ? Laid off recently or expecting it soon ? Afraid of outsourcing or “off-shoring” ? Not keen on moving toward MarCom ? Not interested in training or sales ? Not afraid of noise, dirt and grease ?
  • 3. Machinery Business through a freelance tech writer’s eyes True WYSIWYG If you don’t see it, it is not there No last-minute cosmetic overhauls It either works or does not work
  • 4. Real hardware No hidden features or options Covers are for safety, not to cover up Buttons are real, physical, buttons Real danger Safety is paramount for machinery Abuse may cause serious injuries Manual must show residual dangers
  • 5. Real products You see what the machine does Everything has an intended purpose Malfunctions cost real money Business Potential why the machinery business needs tech writers
  • 6. Typical machines... ... are not produced in large numbers ... come in enormous varieties ... are often heavily customized ... need complete documentation ... cannot be moved around easily Some examples Shrink-Wrap Conveyor Belt Filter Cutter
  • 7. Some examples Glue Pump Safety Device Some examples Cigarette Maker
  • 8. Typical designers... ... have no time for documentation ... assume everyone is an engineer ... live in a wordless world Wordless 2D-world
  • 9. 3D-world, still wordless Typical engineers... ... have no time for documentation ... assume you are better educated ... live in an engineer’s world
  • 10. Reading & Writing learning the lingo of the machinery business Learn the jargon Read manuals of similar products Ask the engineer (when he has time) Check out “howstuff works.com” Watch stuff on Discovery Channel Browse engineering magazines Read engineering primers
  • 11. Learn to “read”... ... 2D and 3D assembly drawings ... common design principles ... technical construction documents ... 3rd party documentation ... how engineers work & think Know your audience Operators Maintenance staff Ser vice staff
  • 12. Writing for “dummies” “What is this button for ?” “What do I need to do ?” “How do I do that ?” Include everyday maintenance Don’t expect any knowledge Use photos where possible Operators, no techies
  • 13. As clear as you can Simplified diagrams
  • 14. Writing for “techies” Follow modular machine design Expect basic technical skills Do not expect machine knowledge Don’t include too many details OK to use technical drawings Get ser vice engineer to review Modular design
  • 15. .. Using images } Digital photographs Rendered 3D models Operators Technical illustrations } Assembly drawings Pneumatic drawings Ser vice staff Electrical diagrams
  • 16. 3rd Party Docs Copies in appendix to ser vice manual Rewrite important procedures Check procedures for correctness Ask for translations on time Writing is not enough skills & knowledge that will come in handy
  • 17. Digital photographs Use a tripod and no flash Check whether everything is visible High resolution and little compression Crop and scale down in Photoshop Cut the environment where needed Link into the document Simplified English Don’t try to be entertaining Structure your descriptions Write for maximum redundancy Minimize - and define - the jargon Use Simplified Technical English
  • 18. Safety regulations Clients often don’t know about them Good documentation is crucial Safety notes must not be overdone ISO 9000 & 14000 and others CE directives 98/37/EEG and others Reality check Don’t take procedures for granted Engineers have too much knowledge 3rd party docs are usually for techies Dress to get dirty When in doubt, ask for help
  • 19. Other services Bringing in documentation technology Handling translation outsourcing Consulting on safety issues Bringing help docs into the machine Usability testing of GUI (touchpanels) Consulting on cool new features Questions ? Jang F.M. Graat jang@jang.nl