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How to write a Manual

The outline is your writing plan. You have to have an opening statement, an introduction, the what of the six W questions journalists ask to write a good news story. Look on this as the introduction, the hook with which you'll capture the reader's attention. And you need a barb to make the hook stick.
Remember John Bunyan and the reference to his spending twelve years in jail for preaching without a licence at the beginning of this course? That was the hook. The barb to make it stick was the reference to Pilgrim's Progress as an example of simple writing. And again, the listener's image of a flat earth disk resting on the back of a turtle. That was another hook and turtles all the way down as a continuum of logic was the barb to make the image stick.
A writing outline is to a writer what system and manufacturing drawings are to a manufacturer.

Manual outline

Front end matter
The front end matter of most publications includes this information:

Title page: Title, address, and date
Publication page: publisher; copyright statement; ISBN; production credits - writer, editor, production, etc.
Fax and Telephone numbers: (optional)
Contents page: includes preface or foreword, chapter or section titles, page numbers, appendices, bibliography and references, index.

Preface or Foreword
Foreword is a 19th century invention of anti-Latin Saxonists. Here is a good example of the continuing rivalry for dominance between Romance and Anglo-Saxon English in which preface and foreword have the same meaning: preamble, introduction or opening to a literary work. Preface has a 500-year history. Foreword is now mostly confined to an introduction by someone authority who wishes to put a stamp of authority on the work in question.

Introduction
What is the manual about? how is the manual it organized? Define what you mean by warning, caution and note.

A warning is a statement that calls attention to a step in a procedure that, if not followed to the letter, could cause injury or death.
A caution refers to a step in a procedure that, if not followed strictly, could damage the equipment or disrupt the operation of the system.
A note is a statement that helps the reader understand what will happen at a particular step in a procedure.

Description
A general description of the equipment, the system, explaining what it does, how it operates, operating data.

Receiving and packing
Describe how to check that what is received is the same as what is ordered, serial numbers, bills of material, records.

Installation
Describe the lay-out, centre lines, dimensions, assembly, mechanical and electrical controls.

Commissioning
Includes start-up checks, tests, operating data and records; what the installation does.

Mechanical operation
Break the description of equipment operation into digestible sections, parts, chapters. Where to put operating fault checks.

Electrical controls
Deal with the power supply, computer controls in the same logical sequence in which mechanical operations are described. Where to put electrical fault checks.

Operating maintenance
Both electrical and mechanical.

Mechanical maintenance
Provide a logical breakdown.

Electrical maintenance
Provide a logical breakdown.

Definitions
Define special terms if you have to, but try to let the language you use speak for itself. Do not define words that are found in any concise dictionary.

Appendices
Use the alpha convention, i.e. Appendix A, B, etc. for special or standard material that you do not feel is necessary to include in the body of the manual.

References
List the references used in the manual as sources of information - industry, national and international standards, for example.

Bibliography
You may need to list works of reference from which you have taken information in the public domain.

Index
Provide an index to topics of the manual. Include in the index all proper names, recognized authorities in the field discussed, sub-headings and subjects that might assist the reader in finding particular information quickly. Do not confuse index with the contents page.

WORK ESTIMATE

Next, you must have a measure of the work required to research and write your manual. Why? Because writing is no different from any other work, physical or intellectual. For example, if you install equipment and are experienced in that field of work, you know how long the installation will take. Someone somewhere has to know how long it takes to design, manufacture, install and commission equipment. If they don't you will not be in business for long. A writing project is no different.
To estimate the work required in an writing project you must first have a good idea of the scope of work involved. This text has given you the elements of a manual, the outline. The scope of work is different.

HOW TO WRITE A MANUAL

Scope of work
Do not confuse the scope of work required to write and produce a manual with the manual outline. They are quite different. The scope of work is your work estimate. That is, what tasks do you have to do? How long will it take to complete each part?

Example:
Here a scope of work for writing, editing and publishing a manual for a client based on discussion and some material provided.

  • Issue a project management plan within two weeks of starting work.
  • Meet with client to discuss and agree on the style and format of the work.
  • Research and edit the material supplied.
  • Write and submit an outline.
  • Submit a draft text.
  • Prepare the illustrations.
  • Submit the illustrated draft copy for review, comment and approval.
  • Revise and re-submit a second draft.
  • Typeset and produce the C-R version.

The point about estimating is that it gives you the cost and effort of a writing project. It's no use saying, 'But I don't know how long it's going to be before I start. How can I?' This is something for you to decide.

Sample WORK estimate
The following work estimate was for an operating manual for a coating-head plastisol line.

Description
Writer
Editor
Illustration
Prod
Research
35
Work plan and outline
6
Draft copy
150
Illustrations
70
Proof reading
15
Production
70
Project management
15
Total hours
191
30
70
70
361
Work estimate in hours

On the particular job from which this sample estimate is taken, the actual time expended was well in excess of 500 hours. This stemmed from the client taking more time to review and correct the technical content than had been estimated. The lesson from this is that the longer the elapsed time of a writing and publishing project, the more time is expended and, therefore, the higher the cost.

Research
What is meant by research? It is the data on which the report will be based. It could be in the form of tables, interview records, bibliographic references, historical records, information from a multitude of sources. If you're dealing with accounts, operating budgets, manufacturing cost estimates, and statistical analysis, there may not be a great deal of research. You still have to think about what you are going to write and it is all part of your research.
If you're discussing a design proposal, manufacturing and production procedure, sales strategy, marketing plans, purchasing or personnel policies there might be considerable research to do. As in the case of testing, say, a new smoke and odour filter for commercial kitchen ventilation, there might well be an extended period of testing and test results to analyze; that's research too. In any case, know your facts and make allowance for the time involved when making your estimate.

House style
Many corporations and institutions have an accepted, or required, method of report lay-out. This is something as distinct from editorial content. The writer in such an organization has no choice in the matter. Similarly, if the report is destined for publication in a journal or as part of the proceedings of a professional society, the rules of lay-out are equally inflexible. Such rules affect the physical appearance of the final document.
The words, arguments and impressions conveyed are those of the author or authors of the paper. The way in which those views and opinions are physically laid out on the page, as well as such matters as syntax and spelling convention, is often dictated by others. The views expressed here are intended for general application only and have to be applied in conjunction with the 'house style' of the organization to which the writer or writers belong.
House style is the name given to the form, lay-out, paragraph numbering, punctuation and even spelling required by some organizations. All publishers have a house style and an increasing number of corporations are adopting the practice. Preferred spelling, for example, might be 'program' (American English) as opposed to 'programme' (British and Canadian English). In recent years Canadian English has tended to follow American spelling, although this is not an invariable rule.
Going by the formats, lay-outs and styles of many documents of government - regulatory documents, notices, guides, consultative papers et al - there is no set format or, in a phrase, house style.

Writing instructions

Most magazine, journals and periodical publishes issue writing guidelines for contract writers. Those guidelines or instructions vary from publisher to publisher. The following instructions, used for sample purposes here, are those of Delta Tech Systems, published under the heading INSTRUCTIONS FOR TECHNICAL WRITERS working under contract or on assignment. The sample documents referred to in the instructions, however, are not included here.

INSTRUCTIONS FOR TECHNICAL WRITERS

These instructions are to guide writers and to help them produce draft copy that meets our house style and editorial standards. The package includes

  • The Handbook of Technical Writing (5th edition) published by Delta Tech Systems. It is the standard textbook used in our technical writing course for engineers, physicists and scientists who work the applied sciences.
  • Sample pages of draft text submitted by a writer to the editors of Delta Tech Systems.
  • A draft copy of a procedure titled Preparation of Maintenance Procedures, written for a corporate client. (We have deleted references to the client in the procedure.)
  • Editorial notes written to accompany the revised procedure Preparation of Maintenance Procedures.
  • A slip copy of one chapter of a manual written by Delta Tech on a Hydrogen Purification manual.

We expect writers to use the information supplied as a basis for writing draft copy on the project assigned to them. The following information is a statement of the minimum requirements of writers working for DTS. It is your job to research, organize, outline, and write draft copy on the subjects and topics assigned to you. DTS editors and the production department will prepare the illustrations, typeset the copy and publish the finished product.

Project plans
DTS issues a project plan for every publishing project. The plan specifies the writing, editing and production organization for that project. It includes responsibility assignments, writing requirements, administrative detail and lists the works of reference that apply to that job. Unless the client specifies otherwise, Delta Tech uses the Chicago Manual of Style as its referenced house style. We do, however, use English-English spelling conventions, not U.S. American spellings, unless required by a client based in the U.S.A.

Preparation
As directed in your written assignment, keep a work journal. Record the date, time, place and detail of your research, interviews conducted, and references. Research the task thoroughly and make sure you keep an annotated record. You might need to answer questions put by the editor or the client or both.
When you have enough information to start the work, write an outline. It is not our purpose to tell professional writers how to write an outline for a major writing project. Read the handbook provided. As a guide, our editors expect to see a ten to fifteen-page outline per hundred pages to draft copy.
Submit the outline for the editor's approval and discussion before you begin writing. This is a mandatory requirement of our work method. In addition, you need to discuss the outline with the client and obtain the client's approval before you start writing. We will not accept draft copy that has not been preceded by a working outline.

Work outline
A working outline is your writing plan. This does not mean it cannot be changed once you begin writing. It does give the editor a clear understanding of what to expect when he or she starts editing your draft copy. We require complete outlines: front end matter; chapter or section headers; intention to include appendices, bibliography and index; topic headings within chapters; main points by topics.

Draft copy
The sample draft copy in this package shows what we expect. The less work our editors have to do, the more successful we count you as a writer. Here are some points to note.

  • Number the front end matter sequentially using Roman numerals.
  • Number the main text sequentially using Arabic numerals.
  • Write the draft in a Courier or Pica type style.
  • Use bold upper case for main topic headings; bold upper and lower case for subheadings. Underline only if you are unable to bold your headings. Otherwise, avoid underlining words, phrases and passages of text; it's unprofessional. If you need to underline to emphasize a point you should re-write the passage.
  • Use double line spacing throughout. Do not double-double line between headings and text.
  • Limit the copy to 25-26 lines a page and don't be concerned if you need a new page for a single word or an orphan line.
  • Use parenthesis with caution. Save brackets for notes to the editor or production. If you can't do without parentheses, use square brackets for editorial and production notes.
  • To show where you recommend placing a figure, graphic or illustration, insert centred note in brackets: e.g.,
(Editor: place Figure 1 here)
  • Use headers and footers as you wish.
  • Signify the end of a chapter, section or major division of the work with a bracketed note so:
(Chapter ends)
  • Write your writing explanatory notes separate from the draft text. Your notes justify what you write and why. Clients ask questions and you must have logical reasons for your layout, presentation, style and syntax. Such questions often arise.
Figures and illustrations
Most technical publications include illustrations. Delta Tech illustrators produce the illustrations you require. You must, however, write clear instructions to the illustrator. That is, name the figure, table or illustration by number and title. Number your figures sequentially and your tables sequentially throughout the work. Avoid complicated figure numbering (e.g., 1-5, A-I, Fl-b, 1.5.6.3.2) like the plague; table references likewise.
When choosing illustrations, aim for simplicity. Most drawings include more detail than is necessary for illustrative purposes. Select a two-dimensional illustration in preference to an isometric view. Produce sketches of boxes, organization charts and flow diagrams. The illustrator will look after the rest.
When indicating in your text where you would like the illustrations to go, understand that it is not always possible to place figures where the writer wants them. There are type-setting and page lay-out problems to solve. This is the editor's and production lay-out person's problem to settle, not yours.

Publishing deadlines
We are committed to meeting contractual deadlines; so are you. If you agree to meet a deadline for submission of copy we expect you to submit on time. Don't tell us at the last minute that you're unable to meet your commitment. It puts us in the difficult position of having to pull your chestnuts out of the fire. We do and have been put in that position by disorganized writers, who are encouraged by our editors to seek greener pastures.

Progress reports
To avoid eleventh hour surprises, submit monthly progress reports to assure the editor or project manager assigned to the job that you are on schedule. Be specific: what meetings did you attend? were minutes of the meeting issued? what are the problems? are you being held up? for what reason or reasons? what point have you reached in writing draft copy in relation to the outline? Avoid reporting a percentage of work done - per cent estimates are next to useless as a measure of work done. If you don't know what a progress report should include, ask for a sample. We require reports for jobs in which the duration time is likely to exceed four weeks. Write your report to relate your progress to the agreed schedule. Date and submit your report on the last calendar day of the month for receipt by the project manager on the first working day of the new month.

 
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