Writing these DAM instructions
Over the past few months I have been developing a DAM system for a nonprofit institution. The goal was to create a system that would enable them to locate images from their collections in order to publish them, either to the website or in print. The project is drawing to a close and I am nearing the point at which I will hand it off to them. One issue I’m now confronting is the need for some instructions they can take away from this. The software I’m using is ResourceSpace, an open source package that I have written about before. ResourceSpace is a great tool and it fits the nonprofit’s needs very well, and not just because there is no licensing fee. It’s web-based, fairly easy to use, and it can handle many different file types in addition to digital photos. But one area that I find a little lacking is in its documentation. There is a wiki available, but it isn’t really a comprehensive user guide, and sometimes it seems like it is written for a user who is already somewhat familiar with the software. The developers also published a user guide, but it is now a few years old and some of the features and appearance of the software have changed.
I have a little bit of experience with other DAM software, including Canto’s Cumulus, and Portfolio from Extensis. If you have ever read the user guides that accompany some of these tools, you can appreciate how dense and unwelcoming they can be. The user guide for Cumulus is well over 100 pages, and I’m willing to bet that you can’t find too many people who have read the entire thing from beginning to end. Possibly not even the person who wrote it. For another take on the issue, see Henrik de Gyor’s post about documentation.
So I’m working on a (hopefully) short, basic version of a user guide for ResourceSpace. I want to convey the essentials of the system without overdoing it. I feel that too much information can be just as bad as too little, as it can cause the really important points to get lost in a sea of needless detail. And since the whole concept of digital asset management is to create efficient ways to locate key information, it is counterintuitive to make the documentation difficult to navigate. But I’m discovering that writing clear and concise instructions for this system is harder than I thought. Even with software that is reasonably intuitive, there are lots of little details, and different ways of working, and I want to provide my client with a comprehensive discussion of the key points. After all, they are the ones who will be using the system, and I want them to feel confident that they can max out its power, and also that they got their money’s worth.
So far I have spent several hours on the document, and every time I feel like I’m getting close to completion I find something that I either a) failed to include, or b) included that I want to take out. I suppose it may never be perfect, but I’m going to spend some more time with it over the next couple of weeks, in the hope that I can refine it enough to consider it a finished product. It’s part of the agreement I signed with them when I took the job, and I feel like it will be almost as important as the DAM system itself, because it will make the system much more accessible. Also, if they hire new staff who will be using the DAM I would like them to be able to hand my instructions to the new person and have it make sense.
Another reason that I’m putting this much time into it is that, as a part of the open source community, I have been considering making this user manual a contribution to the product. I’m not a programmer and I won’t be able to add much value to the underlying code, but if I can offer up some useful documentation, I will feel like I have done some small part for the good of the community.
So I’ll close by saying that if any of you have any good tips for writing something like this, please let me know. And, if you are feeling especially generous of spirit and would consider critiquing my work, let me know that, as well.
It isn’t easy, is it? There are several difficulties, really. First, it’s just hard to make technical documentation interesting, no matter how interesting ResourceSpace might be. That takes a gifted writer, which I’m not.
Second, being so close to the software, all the really interesting things to me have to do with internals and possibilities, not ‘how to download a Resource’. I’m usually thinking about what we *could* do, rather than what is. I do like the concision of the old User Manual, and the basic design of the system hasn’t changed, really, since it was created. Most people in your position simply rework that a bit.
I’ve been thinking a lot about better docs, though. I think we need a huge open source book (composed of many smaller focused sections). The wiki is a good start, but you’re right: not everything gets documented.
I was attempting to automate the translation of wiki to docbook the other day, so that we could start publishing that in epub/pdf. mw-render was the best tool I could find, but still had a few too many difficulties. It’s also crossed my mind that building a book within RS somehow, as a dynamic publishing project, might be a good experiment.
However, one final point: I’m also wondering if the whole concept of a BIG centralized document for software like this is even appropriate these days. The best, most interactive, up-to-date information can be found on the google group. Add to that the fact that nobody really reads ‘manuals’, and I’m thinking a more effective way may be with more videos, questions and answers, and short tips blogs.
Tom,
No, it isn’t easy. Imagine trying to write the instructions for making a sandwich. You’ve probably made hundreds of sandwiches, but it’s more difficult to write about than to simply do it. Maybe I’ll practice by writing a sandwich creation manual.
I agree that user manuals are not the most widely read pieces of literature, and I also agree that a wiki can be a more flexible and fluid document than an actual “document.” I’m doing this mostly because my client wants a manual they can refer back to, without having to visit the wiki or search the Google group for related issues.
Best,
Danny (kb)
Danny,
Recently I found ResourceSpace and we are implementing it for an organization. As a new user, I find the Wiki to be so basic that I am ending up with a list of questions with no answers. I know these posts are rather old, but I am wondering if you did end up sharing the documentation you did with the wider community. I would be interested in it if you did.
thanks, Carol
Hi,
I am glad you are producing this. We are avid users of reosurcespace as well. Look forward to seeing this. will you publish as a wiki so other users can add to it?
Matthew,
Incorporating it into the wiki is probably the best idea — my only resistance to that is not being sure that the way I see the software, and use it, is the best way. I may start posting proposed wiki changes to the Google group first to see if the collective wisdom of the user population can improve what I have come up with.
I’m happy to help in any way that I can, and if this is the way, so be it.
Hope you’re well,
Danny
Hi There,
Here is an email to write Canto about their User Guide so they know what people want and expect upon their next release.
techdoc@canto.com
Thanks for your blog entry.
Kindest Regards.
LG
Hi everybody,
a lot of time has passet since this post was published, but now I’m glad to inform you that we at Canto have been busy to make things a little bit easier for the users of Cumulus … therefore, we have written and published a Cumulus Quickstart Guide (see http://crc.canto.com/A/All+Files/5647?encoding=UTF-8) to provide a real short but substantial introduction in Cumulus and some of its main functions. Maybe you find it helpful, and in any case we would be pleased to receive your comments about it.
Andreas