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SIGDOC Newsletter
December 2005 :: Volume 6, Number 4


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Features

  1. "How Document Design Helps English Learners Master Science" by T. R. Girill
  2. "Meeting Your Audience and Gaining Customer Insight, Part I by Rob Pierce

How Document Design Helps English Learners Master Science

T. R. Girill
Literacy Outreach Project
East Bay Chapter, Society for Technical Communication and
Computation Directorate, Lawrence Livermore National Laboratory
trg@llnl.gov

Students for whom English is a second language (ESL) often struggle to understand otherwise standard technical text and instructions in science classes. Also, ESL students often cannot adequately express what they know on written science assignments, in presentations, or during tests. Overt lessons in document design, with explicit exercises on the very basic techniques that make nonfiction text more effective and more usable, offer a remarkably appropriate response to this problem.

The benefits of grade-appropriate technical communication lessons for ESL science students are twofold:

  • Document design activities implement very well the known mainstream strategies (summarized below) for building general literacy among English language learners.
  • These same activities strongly supplement standard ESL support in innovative ways. They go farther, directly addressing several residual problems that often undermine ESL student success with science.

Building General ESL Literacy

Blending overt communication design work into their science classes helps ESL high-school students in three familiar ways:

  • Explicit Skill Development.
    Even routine requests (explain a project to a classmate, deploy warnings) can overwhelm or intimidate ESL students. Document design lessons convert that threat into a skill-building opportunity (e.g., through paced, explicit analysis of good and bad lists or instructions).
  • Self-Editing Support.
    ESL students often lack adequate self-editing skills. Guided practice using overt document-design guidelines reveals to such students just the nonfiction text-revision techniques that they tend to neglect. It thus promotes the disciplined review of their own drafts that is vital for literacy independence (Beam and Burke, 1994, pp. 100-102).
  • Scaffolded Practice.
    Scaffolding academic (especially science) language is a well-known way to help ESL students cope with and gradually master "science talk" in English. Because it is naturally reflexive, technical writing work nicely amplifies any teacher's competence with the usual scaffolding methods (Galguera, 2003, pp. 3-7; Gutierrez, 1995, p. 30):
    • Modelling ("cognitive apprenticeship").
    • Bridging (connecting school work to real life).
    • Contexturalizing (framing the new with the familiar).
    • Schema building (managing expectations with signals and cues).
    • Text representation (exposing genre rules and norms).

Addressing Neglected Literacy Problems

Cognitive Maturity. Because of their prior language limitations, ESL students often arrive in high-school science class without the cognitive maturity to handle scientific reasoning and communication comfortably (Duran, Revlin, and Havill, 1995, p. 2). Furthermore, many ESL students are scientifically illiterate in their native language, so going forward in English is really the only path open to them. Fiction reading and writing generally assume cognitive maturity (in constructing interpretations, for example) but often do little to actually develop it.

Carefully structured technical communication exercises address this need directly. Example elaboration--consciously inferring the reasons for or the role of each step in sample instructions or descriptions--develops transferable cognitive sophistication (as summarized in Girill, 2001). In addition, when they work document design exercises, ESL students practice just the same analytical skills regarding text that they need for all science projects: attention to detail, concern for the effectiveness of technique and for the ability of others to understand what they have done (or said), openness to revision, and a desire to improve based on evidence rather than whim. In fact, technical communication work to build cognitive maturity in science actually flows back into improved literary analysis as well: "Explicit teaching of science process skills [including science communication]...pays off in EL (English learner) growth in both science and English" (Dobb, 2004, p. 44, italics added).

Undemanding Practice. Most U.S. ESL students (85%) were born in the U.S. of immigrant parents (Public Policy Institute, 2005). Nevertheless, their "academic literacy" skills are low and those skills often do not develop over time. One study found that the verbal SAT scores for Hispanic test takers are 1/2 to 1 standard deviation (50-100 points) lower than verbal scores of "non-Latino white students," and that this has changed insignificantly since 1976 (Duran, Revlin, and Havill, 1995, p. 1). Duran blames this partly on too-easy remedial materials: "exposing Latino students to cognitively and linguistically undemanding activities does not equip them to acquire the communicative competence needed for advanced academic learning," especially in science (Duran, Revlin, and Havill, 1995, p. 3).

Studying document design provides a new alternative here to copying text by rote or filling in worksheets. Experienced practitioners can fairly easily adapt authentic documentation cases for classroom use. Yet even simplified recipes, whose domain (food) and familiar entry vocabulary (kitchen tasks) make them broadly accessible to students, still demand the exercise of "hard" linguistic skills (assessing usability, trying alternative ordering or phrasing, and persistent iterative refinement). This is the mix of topic familiarity with procedural challenge needed to enrich ESL student skills.

Text Signals. Attending to the signals that (good) writers provide is one key aspect of successfully understanding and using technical prose. Proleptics ("on the other hand," "secondly") and connectives ("but," "because") are crucial signals in standard scientific text. Yet ESL students often ignore these text signals when they read and underuse them when they write (Duran, Revlin, and Havill, 1995, p. 4). Empirical studies by Goldman and Murray (1992, pp. 516-517), for instance, found that ESL students had much more trouble than native English speakers in supplying connectives intentionally omitted from text (cloze slots) and indeed that ESL students had "relatively little understanding of [the] differences among additive, causal, and adversative connectors" (516).

Fortunately, promoting awareness of proleptics and connectives is a standard aspect of document design. The more they work with technical communication overtly, the more ESL students learn how to notice these clues, assess their contributions, and edit them for suitability. Such exercises usually have scientific content too, so they strongly reinforce the relevance of text signals to understanding or producing good science prose.

Note Taking. ESL students often struggle in science classes because their language limitations prevent writing well for themselves as well as for others. Technical subjects usually demand reliable note taking. When ESL students fail to produce effective notes, their content knowledge, test performance, and collaborative project work all suffer.

But note taking is really just one very specific case of effective description writing (where the author is also the only audience and a lecture or textbook is the item to be described). ESL science students who study description writing thus get an immediate benefit from applying (in their own notes) the same techniques that will pay off later in their lab reports and presentations. Tip sheets for and models of sound notes can quickly focus language learners on writing better for their own use (e.g., Barrass, 2002, pp. 8-17, 127-129).

Science Idioms. Whether in classroom summaries, user manuals, formal reports, or refereed articles, English technical text relies on hundreds of widely used idioms ("break up," "blow up," "look up") to convey key concepts, actions, or distinctions. The nonliteral character of these phrases in usually invisible to native speakers, but it can paralyze the smooth reading or meaningful writing of ESL science students.

Specific attention to science idioms, in their context of appropriate use, is the only way build them into an English learner's vocabulary. Technical writing practice, with its stress on audience needs, always exposes these phrases to scrutiny. Some technical writing books, tailored to ESL readers, give these expressions special emphasis (one even includes a comparative, explanatory idiom glossary for easy reference (Huckin and Olsen, 1983, Appendix B)). This approach enables every science student, ESL or native speaker, to notice and gradually adopt relevant science idioms as they improve their general science literacy.

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Conclusion

Document design, when thoughtfully adapted into age-appropriate practice materials (as suggested here and in Girill, 2004), offers a second harvest of techniques that improve (and enrich) both the science and the literacy performance of ESL high-school students.

This work was performed in part under the auspices of the U.S. Department of Energy by the University of California, Lawrence Livermore National Laboratory under Contract W-7405-Eng-48. Special thanks for support go to Virginia Shuler and Dona L. Crawford.

References Cited

  • Barrass, Robert. (2002). Scientists Must Write, 2nd. ed. London: Routledge.
  • Beam, Paul and Burke, Diane. (1994). Learners as authors: helping ESL employees in a Canadian bank prepare customer relations and documentation materials. In Proceedings of the 12th Annual International Conference on Systems Documentation (pp. 96-104). Banff, Alberta, Canada: Association for Computing Machinery.
  • Dobb, Fred. (2004). Essential Elements of Effective Science Instruction for English Learners, 2nd ed. Los Angeles: California Science Project (UCLA), 69 pp. Available at http://csmp.ucop.edu/csp .
  • Duran, Richard; Revlin, Russell; Havill, Dale. (1995). Verbal Comprehension and Reasoning Skills of Latino High School Students. Research Report RR13 (13 pp.). Santa Cruz, CA: National Center for Research on Cultural Diversity and Second Language Learning. Available at http://repositories.cdlib.org/crede/ncrcdsllresearch/rr13
  • Galguera, Tomas. (2003). Scaffolding for English learners: what's a science teacher to do? FOSS Newsletter, (Spring) no. 21, 1-8.
  • Girill, T. R. (2004). Documentation as problem solving for literacy outreach programs. UCRL-CONF-205156. In Proceedings of the 2004 Region 8 Conference (7 pp). University of California, Davis, CA: Society for Technical Communication. Available at http://www.llnl.gov/tid/lof/documents/pdf/309320.pdf
  • Girill, T. R. (2001). Example elaboration as a neglected instructional strategy. In Scott Tilley (Ed.), Proceedings of the Nineteenth Annual Conference on Systems Documentation SIGDOC01 (pp. 39-46). Santa Fe, NM: Association for Computing Machinery. Available at http://www.ebstc.org/TechLit/TL_ExElab.htm
  • Goldman, Susan, and Murray, John. (1992). Knowledge of connectors as cohesion devices in text: a comparative study of native English and English-as-a-second-language speakers. Journal of Educational Psychology, 84(4), 504-519.
  • Gutierrez, Kris. (1995). Unpacking academic discourse. Discourse Processes, 19, 21-37.
  • Huckin, Thomas, and Olsen, Leslie. (1983). English for Science and Technology: A Handbook for Nonnative Speakers. New York: McGraw-Hill Book Company.
  • Public Policy Institute of California. (2005). The Progress of English Learners in California Schools. Research Brief Issue 99 (April). 2 pp. Available at http://www.ppic.org/content/pubs/RB_405CJRB.pdf

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Meeting Your Audience and Gaining Customer Insight, Part I

By Rob Pierce
robertp@us.ibm.com

If the first lesson in technical communication is to know your audience, then the first great realization is to understand that meeting the customer and getting their input may be or appear to be quite challenging or not possible.

This article is the first part of a three part paper that covers some experiences and thoughts about seeking out customer input and some ideas on how you can create opportunities to visit customers. After describing some of the ways to gain customer insight without actually visiting customers, this article presents some thoughts on meeting customers and includes some example scenarios.

If you are not in product management, sales, or a customer support or technical specialist representative in a software development organization, then you likely do not get opportunities to meet the customers. And while one of the keys to good technical communication is to identify your audience and write with that audience in mind, most technical writers do not get the opportunity to meet their audience.

And yet, meeting the customer – the audience – is invaluable. The benefits of getting customer input is multifaceted and certainly provides the opportunity to better understand defined roles and use cases related to how your product is used in the real world instead of in your development organization. There may be a different terminology from the terms you use. Understanding pain points, configuration issues, integration with other products, troubleshooting and workarounds are just some of the areas where a writer can gain insight. Some of this information can be acquired by looking at your Support organization’s technical notes, both for the content of specific tech notes and for review of the most common issue categories and their resolutions.

A very important version of meeting your audience can be gained from internal reviews and use of the information or documentation you provide. For example, if you are documenting an API that is used internally, perhaps to create an integration between two products or services that your company or your company and a partner develops, there is a ready and available internal audience that can assist you in developing the doc deliverables that will ship with the product.

Just as a customer may use a product, your own organization may have similar roles and responsibilities and if a developer lets you know that they could not find a particular piece of information, you can bet the same pain point will be apparent to customers. Thus, the internal audience can help resolve many potential issues.

Another audience is the partner companies that build solutions using your products that may be industry-specific. For example, there are several companies that use existing products to create software solutions for the automotive, healthcare, and banking industries. The software that incorporates or provides the link between user input and business logic and its associated database transactions is called middleware. And the biggest audience of middleware documentation may be the application development companies that create industry or company-specific solutions. While not exactly an internal audience, the partner companies is another good channel for gaining insight on how your product is used and what information is required in your documentation.

There is also a large audience within the IT departments of companies that create software for their own companies. This may be your target audience. And while the company may have thousands of potential users of a solution, the audience of the technical information for developing that solution may be quite limited, perhaps to a small development group. But how do you get customer feedback from that group?

It may be a rare opportunity for most information developers to gain audience insight by actually meeting with customers. Customer visits for technical communicators are likely an infrequent occurrence and it can be difficult to initiate them. However, such opportunities can be initiated with thought, planning and persistence. And while some customers may not be interested to invest the time away from their real responsibilities to provide you with feedback, visits can be well received and provide you and your company an opportunity to be closer to the customer and show that you are focused on serving them.

Some companies may have an organization that is responsible for setting up such visits. In other companies, this may be something that individuals must do themselves. When setting meetings up yourself, it is important to know the players in the picture and their relationships to each other, both in your organization or company and in the customer’s organization. For example, while you may know your product manager, you need to make contact with the people who are the representatives to the customer account. There may be an account manager, an account representative, and a team of technical support specialists, who all work closely with the customer.

You may already know some of these individuals but you will likely need to work with them to help identify the right people to meet with in the customer’s organization.

If you already have a reviewer who works with customers, then you could start by contacting that person. Such an individual may be a good reviewer and offer much useful input to your documentation. That person may be able to help you set up a customer or partner meeting.

You should make it clear what the goals of the visit you are proposing are. Customers are busy and need to know in advance what you plan to do. For example, it is useful to let the customer know that you want their input to help enhance the user experience by meeting with them and enabling them to express, in their own terms, how they use the product and what they need or would like to see. For example, you can let them know that you would welcome the opportunity to describe your new role-based Help system for your product that will be delivered in the next full release.

You could try contacting a product manager, a customer account manager, or a technical specialist to see if they can assist you in making contact with customers or perhaps your company has a partners’ group that interfaces with their customers, your ultimate end users. If your company has such a group, you could work with your company’s partner program to see if they can set up customer meetings to help demonstrate and promote the product, and gather feedback for the documentation for which you are responsible.

Some of your potential contacts may be the:

  • Field specialist who may already be a reviewer of your documentation. These individuals can be invaluable resources for enhancing your product documentation and they can help identify the primary roles and use cases for the product.
  • Technical manager who manages the field specialists who support customer solutions.
  • Technical representative who supports the technical manager and who can offer more insight into the technical details for a given account or solution than the technical manager.
  • Account representative who manages the customer accounts and is the liason to the technical specialists and the customer contacts. The account rep. is often best able to identify the names of the appropriate specific customers with whom to meet and from whom you can gather feedback on the documentation.
  • Account manager who manages the customer account and may be best able to identify the right customer accounts to approach for visits or gathering of input.

Anticipate that one of the first questions or requests that you will get from all the above individuals is for you to state your intentions or goals for customer input or actual visits.
In the next installment of this article, the goals of the trip and how to present them to the different contacts will be presented. Part III will include some sample scenarios of customer visits and a summary.

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