minimalism doesn't mean no concepts

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RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Minimalism Doesn't Mean No Concepts

Member, Board of Directors

Ray$Gallon

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

The only thing we know about the future is that it will be different

-Peter Drucker

Our job is to help people use our products well and wisely, which means they learn to adapt, and cope with changes in technology and society.

“User” is passive, to me –

you’ve been handed something, use

it – whereas I think what people

are doing is much more actively a

matter of ownership and

appropriation and coming to

control a new tool in a new environment…" - John Carroll

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

“Users” are Learners“…‘learners’$focuses$on$the$human$development$and$appropriating$new$

knowledge$and$skill,$which$I$think$is$really$more$the$essence$of$what’s$going$on.”$

1 0 0 B 0 0 3 3 - , B C 0 -2- 0 0 -

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

eLearning:$InstructionNfocused$learning,$presenting$content$that$the$learner$must$remember$or$practice,$conducted$via$electronic$media,$typically$on$the$Internet$

eKnowledge:$Information$you$can$look$up$

User$Assistance:$Guidance$that$helps$you$start$doing$real,$useful$work$as$quickly$as$possible.$May$include$eKnowledge.

But User Assistance is Not Training

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Two$common$ideas$about$minimalism:$

Don’t$waste$user’s$time$with$unnecessary$detail,$especially$concepts$Save$money$in$production$and$localization$with$reduced$content

Procedures Aren’t EnoughSTEP 1 STEP 2 STEP 3

DO THIS

DON’T DO THAT

WARNING!NOTE:

Is$memorizing$a$procedure$by$rote$

necessary$for$competency?If$conc

epts$are$importan

t,$how$

do$we$include$the

m$without$

“wasting$users’

$time?” How$do$I$know$if$I$need$to$do$this?

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Not Just Minimal – Minimal and Meaningful

Minimal$and$meaningful:$one$task$helps$

us$understand$many$related$tasks.Minimal$and$meaningful:$one$quick$look$

tells$us$we$don’t$need$to$bother$with$this$

(or$that$we$do).

People$best$learn$about$product$us

e$by$

doing$something$and$making$connections$

in$the$process.$

Learn$by$doi

ng$–$put$the$

concepts$where$

they$will$be$u

seful$and$rem

embered.

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Provide Decision SupportUser$assistance$that$is$limited$to$procedures$cannot$help$people$with$contingent$needs.$

People$with$contingent$needs$are$not$going$to$wade$through$long$conceptual$texts.$

Modern software’s complexity, features, & power can leave users perplexed – often just when they

have some immediate, contingent need:

“I$need$to$get$this$done,$and$NOW!.”

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

In$traditional$“static” documentation,$the$product$gives$meaning$to$the$docs.$Users’ experience$with$the$product$takes$them$from$the$abstract$realm$of$reading$about+the$product...$

Experience is More Important than Taxonomy

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

In$traditional$“static” documentation,$the$product$gives$meaning$to$the$docs.$Users’ experience$with$the$product$takes$them$from$the$abstract$realm$of$reading$about+the$product…$

to$the$reality+of+performance.

Experience is More Important than Taxonomy

The$real$meaning,$then,$is$embedded$in$the$realm$of$action!

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Get$straight$to$procedures$

Don’t$waste$user’s$time$with$unnecessary$detail,$especially$concepts$

Procedural$information$must$be$separated$from$conceptual$information.

Everything We Know…

IS WRONG!..

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Double Embeddedness

Embed$pro

cedural

$

User$As

sistance

$directly

$

into$the

$Interfac

e

Embed$simple$concepts$directly$into$the$User$Assistance

Cognitive$Science$$(and$John$Carroll)$backs$this$up$

Presentation$©$2014$Ray$GallonThe$Tran

sformatio

n$Society

@TransformSoc$@RayGallon

Active Learning: Learning by Doing Roger$C.$Schank’s$Schema$N$We$remember$independent,$selfNcontained$scripts,$or$Memory$Organization$Packets$(MOP’s)

Restaurant Airplane Clothing$Shop

PayBeing$seated Eat

Choose

Romantic$Conversation

PayBeing$seated Eat

Choose

Pay

Choose

Fasten$Seatbelt

Try$on

MOP’s$are$composed$of$scenes,$which$can$be$generalized$from$one$MOP$to$another

Serve$wine

REF:$http://cogprints.org/637/1/LearnbyDoing_Schank.html

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Active Learning: Learning by Doing

Restaurant Airplane Clothing$Shop

PayBeing$seated Eat

Choose

PayBeing$seated Eat

Choose

Pay

Choose

Fasten$Seatbelt

Try$on

MOP’s$are$composed$of$scenes,$which$can$be$generalized$from$one$MOP$to$another

Serve$wine

REF:$http://cogprints.org/637/1/LearnbyDoing_Schank.html

Networks$of$Scenes

Choose$Network

Pay$Network

Eat$Network

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

We$want$to$give$the$user$all$the$information$s/he$needs$and$only$the$information$s/he$needs.$

We$want$to$deliver$that$information$when$s/he$needs$it$–$which$implies,$at$the$moment$s/he$has$real$work$to$do.$

The$logical$conclusion$is$that$user$assistance$needs$to$be$embedded$in$the$software$itself,$in$such$a$way$that:$

The$user$can$find$it$immediately,$without$excessive$searching,$if$s/he$needs$it.$If$s/he$doesn’t$need$it,$it$stays$out$of$the$way.

Kanban Information: Help Users Learn Your Software Fast

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

The Place to Learn Concepts is When Performing Tasks

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

We$often$use$concepts$to$introduce$&$lead$into$multiple$tasks:

Blending Concepts and Tasks: Kanban Information meets DITA

We$don't$know$how$else$to$do$it,$but$this$is$an$inappropriate$use$of$conceptual$information:$

Not$good$cognitive$development$Not$good$Kanban

$Concept:This$concept$explains$what$this$element$of$the$interface$is$all$about.$It$is$used$in$the$following$tasks:

Task$1

Task$2

Task$3

Task$4

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Blending Concepts and Tasks: Kanban Information meets DITA

<task>$Topic$General$conceptual$information$using$<context>

Includes$decision$support$

Step$1$<cmd>$

<stepresult>$–$What$happens$after$execution$–$can$include$why

Step$2$<cmd>$$

<info>$–$Use$when$there$is$no$result.$Embeds$concepts$pertinent$to$the$step.$Should$relate$to$the$task,$and$be$generalisable$to$other$similar$tasks,$if$appropriate

Why$not$use$the$DITA$Task$topic$structure$to$deliver$conceptual$information$where$it$will$do$the$most$good$and$be$best$remembered?

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

Semantic$structure$of$the$XML$is$maintained$

Users$are$served$

This$example$not$specific$to$DITA$–$GENERALIZE$IT!

Blending Concepts and Tasks: Kanban Information meets DITA

RAY$GALLONC U L T U R E C O M

Presentation$©$2014$Ray$Gallon@RayGallon

20$years$in$technical$communication$with$major$companies$such$as$G.E.$Healthcare,$Alcatel,$IBM,$etc.$

Member,$board$of$directors,$Society$for$Technical$Communication$(STC)$

Past$president,$STC$France$

AwardNwinning$radio$producer$and$journalist$–$CBC,$NPR,$France$Culture,$etc.$and$former$programme$manager,$WNYCNFM,$New$York$Public$Radio

I’m Ray Gallon - The Humanist NerdResearch$collaborator$and$principal,$The$Transformation$Society,$a$new$research$and$training$institute$in$Barcelona,$Spain

Owner/Consultant,$Culturecom$–$specialist$in$$$business$process$improvement$through$communication

Presentation$©$2014$Ray$Gallon@TransformSocThe$Tran

sformatio

n$Society

What We Do

Analyse$your$needs$and$help$you$get$a$jump$on$complexity$

Help$you$design$and$architect$a$content$strategy,$user$information$systems,$communication$

Work$with$you$to$capture$value$from$your$users$

Workshops,$webinars,$or$training$to$help$manage$and$adapt$to$change

The$Tran

sformation

$Society

Presentation$©$2014$Ray$Gallon@RayGallon

Thank

Email:$ infodesign@culturecom.net

Google$Plus:$$$+Ray$Gallon$Twitter:$$@RayGallon$

LinkedIn:$$$$$$Ray$Gallon

RAY$GALLONC U L T U R E C O M

Pass$me$your$business$card Let’s$talk!

Blog:+Rant+of+a+Humanist+Nerd+http://humanistnerd.culturecom.net

Portions+of+this+presentation+based+on+research+by+

the+Transformation+Society+Research+group.

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