Listed below are descriptions of the graded assignments for this course.
Quizzes, exercises, and participation also make up a percentage of the course grade.

assignment #1 Write a set of instructions explaining how to create screen captures.
assignment #2 Write a documentation plan for your Microsoft Word manual (see #6 below).
See the doc plan format handout (on UDrive) for tips on content and organization.
assignment #3 Submit the first third of your Word manual + transmittal memo.
assignment #4 Work with your team to solve the assigned Word challenge and prepare a live demo for the class.
assignment #5 Submit the second third of your Word manual + transmittal memo.
assignment #6 Submit completed Microsoft Word manual and supporting documents.


This schedule may change to accommodate the needs and pace of the class. Changes will be announced in class.

date agenda, prep, work due today
(wk1) W Sept 3 intro to the course: policies, index cards, introductions, course materials, UDrive

You should have received an email from me with a link to our course UDrive folder. When prompted, apply the built-in UDrive bookmark to this folder so that you can access course readings and materials quickly and easily (note that this bookmark is internal to UDrive and not part of your browser). If you did not get the email, let me know immediately.

Unit 1: Introduction to Software Documentation—Instructions and Screenshots
(wk1) F Sept 5 what is the role of the technical writer?

today's prep (to be completed before today's class meeting):
- read Are You Suffering from the Curse of Knowledge? and The Curse of Knowledge
- what is the Curse of Knowledge, and how does it apply to technical writing?

in class:
- discuss cookie recipe exercise (due Monday)
- concepts: tacit knowledge, knowledge problem, SMEs
(wk2) M Sept 8 instructions, audience

today's prep**:
- read Ch 10: Instructions, Procedures ... (UDrive, 221-331)
- bring completed cookie recipe exercise

reading questions:
What will you want/need to know about your readers in order to make your instructions usable? What are the 8 guidelines for instruction-writing recommended in the reading? How does the format or organization of your instructions affect readers' ability to interpret and use them? How would you update this reading to better reflect digital/Web environments?

concepts: instructions, readers/users/audience

**The tasks listed for each class meeting under "today's prep" should be completed in time for that day's class; this applies to all class meetings on the schedule.
(wk2) W Sept 10 screenshots, introduce assignment #1

today's prep:
- read Screenshots (UDrive)
- create a practice screenshot on a PC; insert and crop it in Word

in class:
- creating a callout and a caption for your screenshot
- introduce assignment #1
- concepts: stem sentences, imperative/active voice, parallel structure, etc.

reading questions:
What are some of the benefits and limitations of using screenshots? How can you create stronger visual connections between a screenshot and the text to which it corresponds?

(wk2) F Sept 12 screenshots, workshop assignment #1

today's prep:
- bring a complete printed draft of instructions assignment #1 to workshop (2-3 copies)
- recommended reading: Jerz, How to Write Guides for Busy, Grouchy People

(wk3) M Sept 15


Last day to drop with no record
user analysis, introduce Word manual

today's prep:
- due: submit hard copy of assignment #1

in class:
- discuss Word manual assignment
- begin user analysis, generate ideas re: user focus

Note: You are not required to buy/obtain any software for this class, but some of you may be interested in this free trial of Microsoft Office for students. The program is relatively new, but it appears to give you 3 months for free if you use your .edu email address. Make sure to read the fine print before you sign up. UMass also offers discounted pricing on Microsoft software through GovConnection.
(wk3) W Sept 17

user analysis

today's prep:
- read Barker Ch 5, "Analyzing Your Users" (118-129, 140-141)
- narrow your user focus to one or two possibilities

reading questions:
Why conduct a user analysis? What are some strategies for conducting a user analysis?
Unit 2: Planning the Documentation Project—User Analysis, Doc Plans, and Modular Design
(wk3) F Sept 19 user analysis, task orientation, drafting your TOC

today's prep:
- read Barker Preface and Ch 1, "Understanding Task Orientation" (1-22)
- finalize your user focus for the Word manual

reading questions:
What is software documentation? What is task-oriented documentation? What are some features of docs that are *not* task oriented? Try to think of examples of tasks that could be relevant for your Word manual. How can thinking about tasks help you plan the organization of your manual?

user research memo:
Your user research memo is due on Monday. It should summarize (1) your process (who you interviewed, how you prepared and conducted the interview) and (2) the key findings from the interview process: what did you learn about day-to-day activities, motivations, culture, software use/experience, and so on?
(wk4) M Sept 22


today's prep:
- read selections on modular documentation (UDrive) and Barker (361-363)
- bring a printed draft of your user research memo (final draft due Wed)

reading questions:
What is modular documentation? What are its features?
What are its benefits and limitations?
(wk4) W Sept 24 user analysis, modularity, task orientation, cont.

today's prep:
- bring your completed user analysis memo; be prepared to talk about it
- bring anything you need (notes, files, etc.) to work on your TOC

in class:
- discuss the doc plan handout (assignment #2)
- begin drafting your TOC (see Barker 185-186 for examples)

due Friday: a draft of your TOC (table of contents)
(wk4) F Sept 26 doc plans

today's prep:
- read An Overview and What's a doc plan? (UDrive: pp. 31-39)*
- draft of TOC due for workshop
- look over doc plan handout (see assign #2)

*note: I've divided the readings on doc plans between today and Monday, but you are welcome to read or skim ahead as you draft your TOC -- in particular, Barker's discussion of TOCs on pp. 184-186 should prove helpful.
(wk5) M Sept 29 doc plans

today's prep:
- Barker Ch 6, "Planning ..." (174-178, 184-186, 191-192, 196-197, 207-213)
- draft of doc plan due for workshop

recommended: read “Ten Things Every Microsoft Word User Should Know
(wk5) W Oct 1 Visio

today's prep:
- bring your doc plan to class, including project schedule (can be digital file)

in class:
- you will use Visio to create a chart to submit with your doc plan.
(wk 5) F Oct 3

submit doc plan, introduce Word Challenge

today's prep:
- due: submit your completed doc plan (with Visio chart)

in class:
- team assignments for the Word challenge (assign #4)

Word Challenge dates, teams TBA:
Demo team #1 - (Tu Oct 14)
Demo team #2 - (W Oct 15)
Demo team #3 - (F Oct 17)
Demo team #4 - (W Oct 22)
Demo team #5 - (F Oct 24)
Demo team #6 - (W Oct 29)

(wk6) M Oct 6

writing prodedures; the good, the bad, and the ugly

today's prep:
- read Barker Ch 3, "Writing to Guide—Procedures" (63-87, esp. 63-73 and 80-87)
- draft 1 module for your first third (this can be a rough draft)

reading questions:
What is a rhythm (or pattern) of exposition, and why is it important? What does Barker present as the Standard Format, and what features does it commonly include? What are its advantages and disadvantages? What's a hanging indent?

links of possible interest:
Microsoft free trial or try the link from here (do your research before you sign up)
How to set up your Mac to run Windows (dual boot)

(wk6) W Oct 8

writing to teach, begin drafting the first third

today's prep:
- read Barker Ch 2, "Writing to Teach—Tutorials" (30-54)
- continue drafting modules for your 1st third

in class: discuss module introductions

reading questions:
Which ideas in this chapter seem relevant or helpful for thinking about your Word manual, and why? Of the types of tutorials described in the chapter, which have you encountered? Where? What are the features of the "Quick Start" and how does this type differ from the others? What are some "typical-use scenarios" for users of your Word manual, and how might these influence the organization and structure of the manual? How do elaborative and minimalist approaches differ, and what is the rationale for each approach?
(wk6) F Oct 10 drafting the first third, mini-workshop

today's prep:
- bring 2-3 print modules to workshop; cont. drafting modules for your first third
- read Barker Ch 12, "Getting the Language Right" and Microsoft Manual of Style, “Punctuation” (171-182, esp. quotation marks, apostrophes, hyphens, and ellipses)

reading questions:
What are en dashes and em dashes? When are they used? How are they different from hypens?

mid-semester check-in
arrange to see me if you have questions/concerns about your performance in the course
(wk7) M Oct 13
COLUMBUS DAY - no classes

Follow Monday schedule
drafting the first third, Word Challenge demos begin (assign #4)

Word Challenge team demo #1

today's prep:
- review the Writing Transmittal Letters/memos handout; any questions?
- continue drafting modules for your first third
- begin thinking ahead to user testing in week 10 (who can you ask to test?)
(wk7) W Oct 15


Last day to drop with 'W'
drafting the first third, Word Challenge demos

Word Challenge team demo #2

today's prep:
- bring a full draft of your first third (digital files are ok)
(wk7) F Oct 17 drafting the first third, Word Challenge demos

Word Challenge team demo #3

today's prep:
- bring the files you need to edit your first third draft
(wk8) M Oct 20

first third due

today's prep:
- first third of Word manual + transmittal memo due

in class: visual hiearchy and page design
Unit 3: Creating Visual Signposts: Page Design, Typography, Visual Hierarchy
(wk8) W Oct 22

drafting the 2nd third, Word Challenge

Word Challenge team demo #4

today's prep:
- read Edward Tufte, "Smallest Effective Difference" from Visual Explanations
- begin drafting modules for your second third

reading questions: What does Tufte mean by "smallest effective difference"? How can this concept be applied to the work we're doing in 380?
(wk8) F Oct 24 drafting the 2nd third, Word Challenge

Word Challenge team demo #5

today's prep:
- continue drafting modules for your second third
(wk9) M Oct 27 drafting the 2nd third, page layout

today's prep:
- read about page layout (UDrive)

reading questions + concepts:
What is visual hierarchy, and what are some of the ways you can communicate information hierachy through your design choices?

Be prepared to explain the concept of "negative space" and its application to the page design of your Word manual. Consider, as well, the following concepts as they apply to your current page design: alignment, contrast, enclosure, proximity, power zones.

. . . . .

Read Edward Tufte, "Layering and Separation" in Envisioning Information. Look at the illustrations. Pay attention to how Tufte's redesigns bring more important visual information to the top of the visual hierarchy by quieting down the visual elements that surround it. What does Tufte mean by "1+1 = 3"?
(wk9) W Oct 29

typography, drafting the 2nd third, Word Challenge

Word Challenge team demo #6

today's prep:
- read about typography (UDrive)
- reassess the page design of your modules -- what needs to change?
- revise one module and bring it to class (digital is ok)

Be able to explain the following concepts and how they might relate to your page design: serif vs. sans serif, leading, justification, rivers (in text), crystal goblet.
(wk9) F Oct 31 drafting the 2nd third

today's prep:
- bring a more refined version of your page design (move to finalize changes today)
- bring any files you need to work on your draft in the lab
(wk10) M Nov 3 workshop, drafting the 2nd third

today's prep:
- bring drafted content for your second third to class; print at least one module in color
- bring any files you need to work on your draft in the lab
(wk10) W Nov 5

second third due

today's prep:
- due: second third of Word manual (must be printed in color)+ transmittal memo

in class: we will either do user testing activity or discuss introductions
Unit 4: User Testing Your Documents
(wk10) F Nov 7

user testing, the last third

today's prep:
- read Document Usability (UDrive)
- begin drafting modules for your last third

in class: user testing plans
(wk11) M Nov 10
user testing, the last third

today's prep:
- bring a fully-developed draft of the plan for your user test
- continue drafting modules for your last third

concepts (in class): user testing
(wk11) W Nov 12

Tues, Nov 11 is Veteran's Day
Follow Tues class schedule
(wk11) F Nov 14 user testing, the last third, cont.

today's prep:
- complete user testing of your manual with 2-3 users for Monday
- continue drafting modules for your last third
(wk12) M Nov 17

user testing, drafting the last third

today's prep:
- due: memo* reporting results of completed user testing (in-class upload to UDrive)
- continue drafting modules for the last third of your manual

additional resources: Steve Krug's Don't Make Me Think!, How to do your own testing, sample testing script (for testing websites)

*memo details
Write up your test findings in a memo addressed to me (1-2 pp). The memo should:
1) explain your test objectives and test design
2) describe your test participants
3) report your findings
4) reflect on the testing process itself
(wk12) W Nov 19 user testing, drafting the last third

today's prep:
- bring your Word manual files

(wk12) F Nov 21 drafting the last third; printing and binding

today's prep:
- read about print production (UDrive); see traditional offset printing (video clip)
- finalize your printing plan (see note below)
- bring the files for your manual draft (note that the last third is due on Wed.)

In preparation for printing your manual:
Do some research to decide how and where you will print and bind your manual. Contact local print shops for information on turnaround time, file formats, bindings, prices, hours of operation, and so on.  If you plan to use your own color printer, make sure you have enough paper and ink to print your entire manual at high quality, and make sure the paper you plan to use will take the ink without smudging. 
(wk13) M Nov 24 writing the introduction (part I)
(wk13) W Nov 26

final third due today

Submit electronic draft of final third, via email, by 8:00pm ( This third will not receive formal feedback, but completion is required and will be recorded in the gradebook. Your email message will serve in place of the usual cover memo.

(wk13) F Nov 28
(wk14) M Dec 1 writing the introduction (part II)

today's prep:
- bring drafts of your introduction
- make sure you have drafted all required elements of the manual (see handout)
- bring your Word manual files

Your manual should now be completely drafted, and you should be polishing, fine-tuning, and proofreading at this point -- as well as pulling together your final supporting documents. By now, you should also have determined how you will print and bind your manual, as well as contacted print shops for information on hours of operation, turnaround time, file formats, prices, bindings, and so on. Allow ample time for printing and binding. Assume that printing will take longer than you expect, and that something will probably go wrong. You might find this handout helpful, though some of the info may have changed since last year.
(wk14) W Dec 3 finishing touches

today's prep: TBA

In class: a last chance for feedback and finishing touches. Have your files available to access in the lab. Discuss details for final submission.
(wk14) F Dec 5

last day of UMass classes

submit completed Word manual
in class
submit hard copy (color, bound) *and* PDF version,
with supporting documentation, as discussed in class

(wk15) Dec 6-7 -- reading period
(wk15) Dec 8-13 -- final exams ... final grades due by midnight, Dec 22


UMass student discount on Microsoft software
Microsoft free trial or try the link from here (research before you sign up) or check out this offer for students.
Online storage/backup tools: UDrive, Google Drive, SugarSync, Dropbox