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Strategies to Support Your Users:
Custom Documentation and Help Files
Karen M. Campbell, Rutgers University
Mathieu Plourde, University of Delaware
Jonathan Bolte, Indiana University
Session Agenda
• Introduction
• Panel Presentations
• University of Delaware
• Rutgers University
• Indiana University
• Conclusion
July 2009 210th Sakai Conference - Boston, MA, U.S.A.
UNIVERSITY OF DELAWARE
Help Files and Documentation at the
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 3
Types of Contents
• Help Files
• Support and Training Website
• Handouts
• Captivate Videos
• FAQs
• Practices
• News and Technical Updates
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 4
Workflow
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 5
USERS
HELP CENTER
Request
Answer
Workflow
July 2009 10th Sakai Conference - Boston, MA, U.S.A.
USERS
HELP CENTER
LMS TEAM
Request
Answer
Trouble
Ticket
Workflow
July 2009 10th Sakai Conference - Boston, MA, U.S.A.
USERS
HELP CENTER
LMS TEAM
Request
Answer
Trouble
Ticket
Workflow
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 8
USERS
HELP CENTER
LMS TEAM
Request
Answer
Trouble
Ticket
Most Frequent
Requests
NEW/REVISED
DOCUMENTATION
TECH WRITER
Workflow
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 9
USERS
HELP CENTER
LMS TEAM
Request
Answer
Trouble
Ticket
Most Frequent
Requests
NEW/REVISED
DOCUMENTATION
TECH WRITER
Help Files
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 10
Help pages are hosted on another server,
allowing us to update the information
instantly without rebooting.
Support and Training Website
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 11
http://www.udel.edu/sakai/training/
News and Technical Updates
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 12
Rutgers University
Help Files and Documentation at
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 13
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 14
Background
• Use
• over 50,000 students,
8,000 fac/staff
• K12 use
• 40,000 unique users
per week
• 50% course sections
• Support
• 3 partial support staff
• 1 dedicated developer
• 3 partial developers
• 1-3 student staff
Background
• Open use of Sakai
• users create own sites
• add rosters
• choose tools, add content
• faculty, staff, & students create sites
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 15
Goals
• Give users a chance to help themselves
• Give users resources to teach themselves
• Provide examples of ways to use Sakai
• Give users ideas for new things to try
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 16
Structure
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 17
• Getting Started
• Tool Overview
• FAQ
• Doc for each tool:
• Intro
• Comprehensive guide
Updates
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 18
• Minor updates throughout year
• correct errors, clarify instructions, new
features
• user suggestions
• Annual overhaul
• coincides with system upgrade
• adjust structure & content, update
screenshots, reevaluate docs
Updates
Student Staff
Edits/rewrites docs
Incoming Staff
Edits/rewrites docs
Other Staff
Edits/rewrites docs
Docs Coordinator
Proofs docs
Checks docs in & out
Sakai Docs
Future (Immediate)
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 20
• Fill in holes
• 1 page quick start guide
• “Alert” boxes
• Navigation within docs
• Printer-friendly versions
• How-to videos
• Redo general info & getting started
Future (Long-term)
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 21
• More videos, examples, & pedagogy-based
content
• Example sites - challenge!
• Centralized collaborative repository
• Way to track docs use and helpfulness
• More advanced docs exploring other
angles
Reasons for Success
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 22
• Use students
• Train new employees
• Invest resources
• Settle for what you can do
• Keep up with updates
Indiana University
Help Files and Documentation at
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 23
Challenge #1
Course Project Portfolio
Instructor Organizer CIG Coordinator
Student Member CIG Participant
Teaching Assistant Evaluator
Content Assistant Reviewer
Custom
Guest Observer
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 24
• Addressing different needs for different
users and site types.
Challenge #2
• Keeping track of all the changes and
establishing a workflow.
• Maintaining up-to-date documentation
which involve constant attention
(foreverism).
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 25
Challenge #3
• Using community-contributed content.
• Branding is an issue for screenshots and
videos.
• Different tool sets are used in different
institutions.
July 2009 10th Sakai Conference - Boston, MA, U.S.A. 26

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7-9-2009 Custom Documentation and Help Files

  • 1. Strategies to Support Your Users: Custom Documentation and Help Files Karen M. Campbell, Rutgers University Mathieu Plourde, University of Delaware Jonathan Bolte, Indiana University
  • 2. Session Agenda • Introduction • Panel Presentations • University of Delaware • Rutgers University • Indiana University • Conclusion July 2009 210th Sakai Conference - Boston, MA, U.S.A.
  • 3. UNIVERSITY OF DELAWARE Help Files and Documentation at the July 2009 10th Sakai Conference - Boston, MA, U.S.A. 3
  • 4. Types of Contents • Help Files • Support and Training Website • Handouts • Captivate Videos • FAQs • Practices • News and Technical Updates July 2009 10th Sakai Conference - Boston, MA, U.S.A. 4
  • 5. Workflow July 2009 10th Sakai Conference - Boston, MA, U.S.A. 5 USERS HELP CENTER Request Answer
  • 6. Workflow July 2009 10th Sakai Conference - Boston, MA, U.S.A. USERS HELP CENTER LMS TEAM Request Answer Trouble Ticket
  • 7. Workflow July 2009 10th Sakai Conference - Boston, MA, U.S.A. USERS HELP CENTER LMS TEAM Request Answer Trouble Ticket
  • 8. Workflow July 2009 10th Sakai Conference - Boston, MA, U.S.A. 8 USERS HELP CENTER LMS TEAM Request Answer Trouble Ticket Most Frequent Requests NEW/REVISED DOCUMENTATION TECH WRITER
  • 9. Workflow July 2009 10th Sakai Conference - Boston, MA, U.S.A. 9 USERS HELP CENTER LMS TEAM Request Answer Trouble Ticket Most Frequent Requests NEW/REVISED DOCUMENTATION TECH WRITER
  • 10. Help Files July 2009 10th Sakai Conference - Boston, MA, U.S.A. 10 Help pages are hosted on another server, allowing us to update the information instantly without rebooting.
  • 11. Support and Training Website July 2009 10th Sakai Conference - Boston, MA, U.S.A. 11 http://www.udel.edu/sakai/training/
  • 12. News and Technical Updates July 2009 10th Sakai Conference - Boston, MA, U.S.A. 12
  • 13. Rutgers University Help Files and Documentation at July 2009 10th Sakai Conference - Boston, MA, U.S.A. 13
  • 14. July 2009 10th Sakai Conference - Boston, MA, U.S.A. 14 Background • Use • over 50,000 students, 8,000 fac/staff • K12 use • 40,000 unique users per week • 50% course sections • Support • 3 partial support staff • 1 dedicated developer • 3 partial developers • 1-3 student staff
  • 15. Background • Open use of Sakai • users create own sites • add rosters • choose tools, add content • faculty, staff, & students create sites July 2009 10th Sakai Conference - Boston, MA, U.S.A. 15
  • 16. Goals • Give users a chance to help themselves • Give users resources to teach themselves • Provide examples of ways to use Sakai • Give users ideas for new things to try July 2009 10th Sakai Conference - Boston, MA, U.S.A. 16
  • 17. Structure July 2009 10th Sakai Conference - Boston, MA, U.S.A. 17 • Getting Started • Tool Overview • FAQ • Doc for each tool: • Intro • Comprehensive guide
  • 18. Updates July 2009 10th Sakai Conference - Boston, MA, U.S.A. 18 • Minor updates throughout year • correct errors, clarify instructions, new features • user suggestions • Annual overhaul • coincides with system upgrade • adjust structure & content, update screenshots, reevaluate docs
  • 19. Updates Student Staff Edits/rewrites docs Incoming Staff Edits/rewrites docs Other Staff Edits/rewrites docs Docs Coordinator Proofs docs Checks docs in & out Sakai Docs
  • 20. Future (Immediate) July 2009 10th Sakai Conference - Boston, MA, U.S.A. 20 • Fill in holes • 1 page quick start guide • “Alert” boxes • Navigation within docs • Printer-friendly versions • How-to videos • Redo general info & getting started
  • 21. Future (Long-term) July 2009 10th Sakai Conference - Boston, MA, U.S.A. 21 • More videos, examples, & pedagogy-based content • Example sites - challenge! • Centralized collaborative repository • Way to track docs use and helpfulness • More advanced docs exploring other angles
  • 22. Reasons for Success July 2009 10th Sakai Conference - Boston, MA, U.S.A. 22 • Use students • Train new employees • Invest resources • Settle for what you can do • Keep up with updates
  • 23. Indiana University Help Files and Documentation at July 2009 10th Sakai Conference - Boston, MA, U.S.A. 23
  • 24. Challenge #1 Course Project Portfolio Instructor Organizer CIG Coordinator Student Member CIG Participant Teaching Assistant Evaluator Content Assistant Reviewer Custom Guest Observer July 2009 10th Sakai Conference - Boston, MA, U.S.A. 24 • Addressing different needs for different users and site types.
  • 25. Challenge #2 • Keeping track of all the changes and establishing a workflow. • Maintaining up-to-date documentation which involve constant attention (foreverism). July 2009 10th Sakai Conference - Boston, MA, U.S.A. 25
  • 26. Challenge #3 • Using community-contributed content. • Branding is an issue for screenshots and videos. • Different tool sets are used in different institutions. July 2009 10th Sakai Conference - Boston, MA, U.S.A. 26