Course:
TECHNICAL, SCIENTIFIC AND BUSINESS ENGLISH
Course Code:
ENGL-301
Period: PRE
FINAL
INSTRUCTOR:
Keith Feliz D. Banania
PROCESS AND
GUIDELINES IN TECHNICAL WRITING
WRITING PROCESS
Writing is a
process. It involves a series of steps or stages that guide a writer in
finishing his paper. This includes: pre-writing, writing, and re-writing.
(Technical Writing, Rosales, et al.)
Choosing a topic
The first step of any research paper is for the student to
understand the assignment. If this is not done, the student will often travel
down many dead-end roads, wasting a great deal of time along the way. Do not
hesitate to approach the instructor with questions if there is any confusion. A
clear understanding of the assignment will allow you to focus on other aspects
of the process, such as choosing a topic and identifying your audience.
Topic
A student will often encounter one of two situations when it
comes to choosing a topic for a research paper. The first situation occurs when
the instructor provides a list of topics from which the student may choose.
These topics have been deemed worthy by the instructor; therefore, the student
should be confident in the topic he chooses from the list. Many first-time
researchers appreciate such an arrangement by the instructor because it
eliminates the stress of having to decide upon a topic on their own.
However, the student may also find the topics that have been
provided to be limiting; moreover, it is not uncommon for the student to have a
topic in mind that does not fit with any of those provided. If this is the
case, it is always beneficial to approach the instructor with one's ideas. Be
respectful, and ask the instructor if the topic you have in mind would be a
possible research option for the assignment. Remember, as a first-time
researcher, your knowledge of the process is quite limited; the instructor is
experienced, and may have very precise reasons for choosing the topics she has
offered to the class. Trust that she has the best interests of the class in mind.
If she likes the topic, great! If not, do not take it personally and choose the
topic from the list that seems most interesting to you.
The second situation occurs when the instructor simply hands
out an assignment sheet that covers the logistics of the research paper, but
leaves the choice of topic up to the student. Typically, assignments in which
students are given the opportunity to choose the topic require the topic to be
relevant to some aspect of the course; so, keep this in mind as you begin a course
in which you know there will be a research paper near the end. That way, you
can be on the lookout for a topic that may interest you. Do not be anxious on
account of a perceived lack of authority or knowledge about the topic chosen.
Instead, realize that it takes practice to become an experienced researcher in
any field.
Methods for choosing a topic
Thinking early leads to starting early. If the student
begins thinking about possible topics when the assignment is given, she has
already begun the arduous, yet rewarding, task of planning and organization.
Once she has made the assignment a priority in her mind, she may begin to have
ideas throughout the day. Brainstorming is often a successful way for
students to get some of these ideas down on paper. Seeing one's ideas in
writing is often an impetus for the writing process. Though brainstorming is
particularly effective when a topic has been chosen, it can also benefit the
student who is unable to narrow a topic. It consists of a timed writing session
during which the student jots down—often in list or bulleted form—any ideas
that come to his mind. At the end of the timed period, the student will peruse
his list for patterns of consistency. If it appears that something seems to be
standing out in his mind more than others, it may be wise to pursue this as a
topic possibility.
It is important for the student to keep in mind that an
initial topic that you come up with may not be the exact topic about which you
end up writing. Research topics are often fluid, and dictated more by the
student's ongoing research than by the original chosen topic. Such fluidity is
common in research, and should be embraced as one of its many characteristics.
Guidelines for
Choosing a Topic
Often you're assigned a topic to write about or asked to
choose among several topics. When you can choose your own topic, keep the
following points in mind:
Choose a topic
that's appropriate to the length of your paper.
Students often pick
topics that are too broad to be adequately covered. Narrow topics lead to close
observation, while broad topics lead to overgeneralization. If you're writing a
five-page paper, don't write on the history of women's rights; instead, write
about one incident in the history of women's rights. Even a personal or
descriptive essay will be better if you choose a narrow topic—your childhood in
a small town, for example, rather than your childhood, or your uncle's barn
rather than the Midwest.
Avoid a topic
that will tempt you to summarize rather than to discuss or analyze.
Don't choose the plot of Macbeth but how the final scene of Macbeth illustrates the
play's theme. The second topic is narrower and less likely to lead
to summary. When considering a topic, ask yourself if it can lead to a
reasonable thesis.
Determining the
purpose of writing
There are
four main purposes for writing:
1. To
entertain
2. To
persuade
3. To
inform
4. To
instruct
Choose a topic that interests you.
If you don't care about limiting cigarette advertising,
don't select it as a topic for a persuasive essay. You'll have more to say, and
you'll write better, on something you care about. Generally, if you choose a
topic that is interesting to you, then your reader will find it interesting
too.
If your
assignment requires research, choose a topic on which you can find material.
Even when you aren't
writing a research paper, make sure you select a subject that you can develop
with sufficient details.
After you've
picked a topic, don't be afraid to change it if it isn't working out.
Instructors would
rather you write a good essay than that you grind out pages on something that
was a poor choice.
Analyzing the
audience
Writing needs to be audience-centered; so audience analysis
is a must. Design presentation – content, organization, and delivery – is
influenced by the kind of audience expected at the presentation so make sure
they understand the meaning and significance of the message. For effectiveness,
a writer should know the following:
Are you writing for people in a particular field, such as
psychology, literature, engineering, or genetics? Can you assume the reader
has knowledge of the terminology and concepts you'll use, or do you need to
define them in the paper? Will you need to provide extensive background
information on the subject, or will a summary be enough?
What expectations does your audience have? An
audience of marine biologists will have different expectations from an article
on marine biology than will a general audience, for example.
Are you writing for someone who insists on certain
writing practices or who has pet peeves? One instructor may require a
five-paragraph essay; another may forbid the use of intentional sentence
fragments. Be aware of requirements or restrictions related to grammar,
punctuation, and usage.
What is the reading level of your audience?
Instructions and explanations written for sixth-graders shouldn't include
college-level vocabulary, for example.
Are you writing for an audience that is likely to agree
or disagree with your point of view? Consider this question if you're
writing an argumentative or persuasive piece. It can make a difference in the
language you select, the amount of proof you offer, and the tone you use. For
example, an editorial for a small-town paper on the importance of family values
is less likely to encounter resistance from readers than an editorial on
legalizing drugs.
Who are the readers? Try
to take note of the general age, range, male-female ratio, educational
background, occupation or profession, race, ethnic background, religion,
geographical or cultural environment, civil status, income level and assets,
group and organizational memberships, etc. of your audience.
What do they want
from you? Are they there to receive instructions? Do they want current
issues explained? Do they also want to have fun? Do they need information? Have
they come on their own or were they required to attend?
What is the size of
the audience? How large is the audience? Is it an audience of 20 or 200? In
a classroom, you would be speaking to around thirty students. But in other
settings, you may be speaking to a smaller group (like a buzz group) or a
bigger group (like a rally).
Audience size may add to anxiety and may affect speech
delivery, more so in the use of visual aids, the type of language you use, and
so on. Overall, you want to speak more formally with larger groups.
What is the
environment of your audience? We should consider the environment of our
audience so we can easily adopt their needs.
Organization
Text structures
A text structure
is the framework of a text’s beginning, middle, and end. Different narrative
and expository genres have different purposes and different audiences, and so
they require different text structures. Beginnings and endings help link the
text into a coherent whole.
Beginnings: hooking your reader
Where to begin
is a crucial decision for a writer. Just as a good beginning can draw a reader
into a piece of writing, a mediocre beginning can discourage a reader from
reading further. The beginning, also called the lead or the hook, orients the
reader to the purpose of the writing by introducing characters or setting (for
narrative) or the topic, thesis, or argument (for expository writing). A good
beginning also sets up expectations for the purpose, style, and mood of the
piece. Good writers know how to hook their readers in the opening sentences and
paragraphs by using techniques such as dialogue, flashback, description, inner
thoughts, and jumping right into the action.
What’s in the middle?
The organization of the middle of a piece of writing depends
on the genre. Researchers have identified five basic organizational structures:
sequence, description, cause and effect, compare and contrast, and problem and solution.
Sequence uses
time, numerical, or spatial order as the organizing structure. Some narrative
genres that use a chronological sequence structure are personal narrative
genres (memoir, autobiographical incident, autobiography), imaginative story
genres (fairytales, folktales, fantasy, science fiction), and realistic fiction
genres. Narrative story structures include an initiating event, complicating
actions that build to a high point, and a resolution. Many narratives also
include the protagonist’s goals and obstacles that must be overcome to achieve
those goals.
As early as kindergarten, children can be introduced to
basic informational genres that are organized sequentially, including learning structures
for writing instructions, experimental recounts and experimental procedures.
Older students can learn to use timelines to organize biographies, oral
histories, and recounts of current and historical events.
Description is
used to describe the characteristic features and events of a specific subject
(”My Cat”) or a general category (”Cats”). Descriptive reports may be arranged
according to categories of related attributes, moving from general categories
of features to specific attributes.
Children’s initial attempts at descriptive reports often are
“All About” reports that have little internal organization. Informational
alphabet books and riddle books can be used to introduce kindergarten children
to the writing of descriptive reports through shared or interactive writing.
Older children can learn to develop categories of related attributes to
organize their reports by using webs, concept maps, and software such as
Inspiration and Kidspiration. Expectation outlines (Spiegel, 1981) are another
strategy that can help students anticipate the categories of information found
in a report.
Cause and Effect structure
is used to show causal relationships between events. Cause and effect
structures organize more sophisticated narratives as childen become more adept
at showing the relationship between events. Young children also can begin to
extend opinion essays by giving reasons to support their opinions using the
word because. Signal words
for cause and effect structures also include if…then, as a
result, and therefore.
Comparison and
Contrast structure is used to explain how two or more objects,
events, or positions in an argument are similar or different. Graphic
organizers such as venn diagrams, compare/contrast organizers, and data
matrices can be used to compare features across different categories. Primary
grade children can begin to use words such as same and different
to compare things. Other words used to signal comparison and contrast
organizational structures include alike,
in contrast, similarities, differences, and on the other hand.
Problem and
Solution requires writers to state a problem and come up with a
solution. Although problem/solution structures are typically found in
informational writing, realistic fiction also often uses a problem/solution
structure that children can learn to identify.
Endings: beyond “happily ever after”
Anyone who has watched a great movie for ninety minutes only
to have it limp to the finish with weak ending knows that strong endings are
just as critical to effective writing as strong beginnings. And anyone who has
watched the director’s cut of a movie with all the alternate endings knows that
even great directors have trouble coming up with satisfying endings for their
movies. Just like directors, writers have to decide how to wrap up the action
in their stories, resolving the conflict and tying up loose ends in a way that
will leave their audience satisfied. Student writers struggle with writing
strong endings, often relying on the weak “I had a lot of fun” summation or the
classic “It was just a dream” ending to rescue them from their stories.
The type of ending an author chooses depends on his or her
purpose. When the purpose is to entertain, endings may be happy or tragic, or a
surprise ending may provide a twist. Endings can be circular, looping back to
the beginning so readers end where they began, or they can leave the reader
hanging, wishing for more. Endings can be deliberately ambiguous or ironic,
designed to make the reader think, or they can explicitly state the moral of
the story, telling the reader what to think. Strong endings for expository
texts can summarize the highlights, restate the main points, or end with a
final zinger statement to drive home the main point to the audience.
Cohesion: the glue that holds the structure together
If narrative and expository structures are the framework,
cohesive elements such as transition words are the glue that holds these
structural elements together. Transition words show the relationship between
different sentences and ideas. Poor writers tend to loosely connect their
sentences with and and then. Good writers use transition
words that show causal and logical relationships between words, sentences and
paragraphs, such as because
and after.
Transition words
There are six categories of transition words:
Spatial order. Words
used in descriptive writing to signal spatial relationships, such as above, below, beside,
nearby, beyond, inside, and outside.
Time order. Words
used in writing narratives, and instructions to signal chronological sequence,
such as before, after, first, next, then, when, finally, while, as, during,
earlier, later, and meanwhile.
Numerical order. Words
used in expository writing to signal order of importance, such as first, second, also,
finally, in addition, equally important, and more or less importantly.
Cause/effect
order. Words used in expository writing to signal causal
relationships, such as because,
since, for, so, as a result,
consequently, thus, and hence.
Comparison/contrast
order. Words used in expository writing to signal similarities
and differences, such as (for similarities) also,
additionally, just as, as if, as though,
like, and similarly; and (for differences) but, yet, only,
although, whereas, in contrast, conversely,
however, on the other hand, rather, instead, in spite
of, and nevertheless.
General/specific
order. Words used in descriptive reports and arguments to
signal more specific elaboration on an idea, such as for example, such as, like, namely,
for instance, that is, in fact, in other
words, and indeed.
Guiding questions for organization
These guiding
questions for organization can help students make sure that
they have provided coherent transitions between the ideas in their writing.
Does your piece have a clear beginning, middle, and end?
Does your piece have a strong beginning that hooks the
reader?
Does your piece have a strong ending that fits the focus?
Are the ideas and actions connected to each other?
Can your reader follow the piece logically from beginning to
end?
Is it complete? Does it feel finished?
References:
Spiegel, D. L. (1981). Six alternatives to the directed
reading activity. The Reading Teacher,
34, 914-922.
Course:
TECHNICAL, SCIENTIFIC AND BUSINESS ENGLISH
Course Code:
ENGL-301
Period: PRE
FINAL
INSTRUCTOR:
Keith Feliz D. Banania
PROCESS AND GUIDELINE IN TECHNICAL WRITING
Writing the First Draft
Have your notes, your plan, and any other resource materials
(ie the poem you are quoting from or an article you have to refer to etc.) you
may need in front of you. If you have done your planning and preparing on a
computer, it is best to print out those materials or to tile your pages so that
you can see them while you are working. Now that you are ready, sit down and
try to write the drafts all the way through in one go. Don't fuss or worry over
any one part of it yet. If you can let yourself get into the flow of writing,
your words will come more easily, and you are more likely to find connections
between the ideas. Don't rush: Let yourself explore the ideas as you go. Don't
worry, either, over any particular paragraph. Try to get the whole essay out of
your head and onto the page.
A lot of people get stuck on the introduction. If you are one of them, how about jumping to the first paragraph and going from there? You can go back later and write the intro. Similarly you can skip any of the paragraphs while writing the first draft. If you get stuck, move on then go back to work on it in the second draft/editing stage.
The main idea (trick) is to write the essay as a flowing whole and to really let the ideas and words splash out onto the paper. At this stage of writing, DO NOT spend time fixing anything. DO NOT change anything. DO NOT even consider bothering about your spelling or grammar. You will fix and change in the next stage.
A lot of people get stuck on the introduction. If you are one of them, how about jumping to the first paragraph and going from there? You can go back later and write the intro. Similarly you can skip any of the paragraphs while writing the first draft. If you get stuck, move on then go back to work on it in the second draft/editing stage.
The main idea (trick) is to write the essay as a flowing whole and to really let the ideas and words splash out onto the paper. At this stage of writing, DO NOT spend time fixing anything. DO NOT change anything. DO NOT even consider bothering about your spelling or grammar. You will fix and change in the next stage.
Revising and Editing
Revision and change
Revision means change and not all change is for the better. You may decide that what you wrote was better the first time. Or you could decide that it does need change, but in a different direction. In other words, revision could be a messy process. You need to articulate for yourself why you need to change something, why you think it's not working the way it is, so that you know what you're trying to achieve.
Don't keep only the latest draft, but keep all earlier drafts as well. Date them and, if possible, jot down your reasons for changing them. Perhaps before embarking on a major change, it would also be a good idea to discuss it with your supervisor or someone else.
Revision means change and not all change is for the better. You may decide that what you wrote was better the first time. Or you could decide that it does need change, but in a different direction. In other words, revision could be a messy process. You need to articulate for yourself why you need to change something, why you think it's not working the way it is, so that you know what you're trying to achieve.
Don't keep only the latest draft, but keep all earlier drafts as well. Date them and, if possible, jot down your reasons for changing them. Perhaps before embarking on a major change, it would also be a good idea to discuss it with your supervisor or someone else.
Editing
Editing and proof reading attend to the detail and are better done after you've decided that you are basically happy with what you are saying. As it is done after you've done everything else, editing is often skimped. Time runs out. And probably you're absolutely sick of the thesis and want to hand it in. However, you have to see editing as an integral part of demonstrating your standards, and, no matter how painful it is, you must take care and get the details right.
Editing and proof reading attend to the detail and are better done after you've decided that you are basically happy with what you are saying. As it is done after you've done everything else, editing is often skimped. Time runs out. And probably you're absolutely sick of the thesis and want to hand it in. However, you have to see editing as an integral part of demonstrating your standards, and, no matter how painful it is, you must take care and get the details right.
Don't read large sections in one go, as you will miss a lot.
Read the text aloud as your ear finds clumsy rhythms,
repetitions, awkward and complex sentences, missing links, and the like that
your eyes miss.
Remember that, even though the spell check is very useful,
you cannot rely on it alone. A word which is spelled right may not be the right
word.
Many people find that they do a better editing job on the
hard copy rather than on a computer screen.
References need particular care. Keep a printed copy of your
reference list and, while you are reading the text, make sure that each
reference appearing in the text also is entered into the list of references. It
is surprising how many references are missing in theses, or have inconsistent
or wrong details recorded.
Final Draft
The final draft is what you will hand in as the completed
paper. If you are writing an examination, the final draft may be your
handwritten answers once you have had a chance to read over them quickly and
make corrections. If you are writing under other circumstances, you will have
more time to produce a final draft, so it will probably look more finished and
formal.
By the time you write the final draft, your writing should
look fairly polished. Choppy sentences, poor or nonexistent transitions between
paragraphs, grammar and spelling errors, and other characteristics of a first
draft should all disappear. In addition, your final draft should incorporate
comments you have received as well as changes you want to make based on your
own evaluation.
Before you turn in your final draft, you should read what
you have written all the way through at least once more. If you find something
wrong with your paper at the last minute, attempt to correct it before you hand
it in. Check with your teacher before making minor corrections with a black pen
on the final paper. If your paper has too many corrections, you know it needs
another revision.
At this point, you can use the following assessment checklist
for your final draft. This checklist is briefer than the previous assessment
during the drafting phase. You may, however, use either one to your benefit.
Here, your evaluation should determine how well your writing assignment
achieved its purposes.
Checklist
for Your Final Draft
Content: Is
the assignment complete? Is the information appropriate?
Organization:
Is the order of the information logical? Are the introduction and conclusion
clear and related?
Style: Are
the style and tone appropriate? Are the sentences smooth and efficient? Is the
diction appropriate, concrete, and accurate? Is the paper free from mechanical
errors?
Format: Is
the assignment in the required format?
When your
answers to all of these questions are a confident yes, your final draft is
ready to hand in
Course:
TECHNICAL, SCIENTIFIC AND BUSINESS ENGLISH
Course Code:
ENGL-301
Period: PRE
FINAL
INSTRUCTOR:
Keith Feliz D. Banania
LIBRARIES, DOCUMENTATION AND CROSS REFERENCING
LIBRARIES
Library Requirement.
One of the requirements for the final report in this course
is to find and use information in external sources—either published,
unpublished, or both. Of course, you might feel that your project needs no
external information—that you already know it all. However, you should be able
to identify information that you don't know and that needs to be in the report.
For example, imagine you were writing backup procedures for running some sort
of high-tech equipment at your workplace. Sure, you may be able to operate the
thing in your sleep, but you may not know much about the technical processes or
scientific principles behind it. And of course, it could be argued that such
discussion is not needed in backup procedures. Background of that sort,
however, might indeed be useful. Instructions often benefit by having this kind
of background information—it can give readers a fuller sense of why they are
doing what they are doing and a way of knowing what to do in case things go
wrong.
And of course, it's important to have some experience using
the library and other information sources in a more professional, business-like
manner. In freshman writing classes, for example, writers are not challenged to
push the library's resources for all it's worth—which is normally what
typically happens in a technical writing project.
Descriptors and Keywords.
Another big issue when you begin your library search is
finding those words and phrases that enable you to find the books, articles,
reports, and encyclopedias that have all that information you need. Sometimes
it's not so easy! A keyword (also called a "descriptor") is a word or
phrase under which related information sources are listed. Imagine you're
writing a report on the latest theories about the greenhouse effect: you'd
check book catalogs and periodical indexes for "greenhouse effect,"
hoping to find lists of books or articles under that keyword. But that might
not be the right one; things might be listed under the keyword "global
warming" instead. So how do you find the right keywords? Here are some
suggestions:
Try to find any book or article on your topic—anything! Then
explore it for the vocabulary it uses. In particular, check its listings for
titles of other books and articles. You're likely to find words and phrases
that are the common keywords.
Where to stop.
If you faithfully go through the following suggestions,
you're likely to have a long list of books, article, reports, and other
sources—more than you could ever read in one semester. What to do? First of
all, don't back away from at least knowing what's "out there" on your
topic. Once you start looking at your list, you'll see many things that seem to
duplicate each other. If, for example, you have five or six books with roughly
the same title, just pick the one that is the most recent and that seems the most
complete and thorough. Many other sources will branch out into subtopics you
have no interest in. And of course many of the items won't even be available in
any nearby library or bookstore.
Finding Information Sources
Once you've convinced yourself that you need to go after
some external information sources (if you haven't, get in touch with your
instructor) and have found some pretty reliable keywords to use, it's time to
start the search. Where to start though? The logical starting point is whichever
information source you think is likely to have the best stuff. For hot,
late-breaking topics, articles and proceedings (talks given at conferences that
are published) may be the best bet. For stable topics that have been around
awhile, books and encyclopedias may be better.
However, if you're not sure, you may want to systematically
check a number of the common types of information sources.
Internet Resources
It's increasingly possible to do much if not all your
information gathering on the Internet and particularly through the World Wide
Web.
Books
One good starting place for your information search is
books.
If you do all these searches, you're likely to end up with a
monster list of books. No, you don't have to read every one of them. In fact,
you may not be able to lay your hands on most of them. Check the list and try
to find a book that seems the most recent and the most definitive. (Check
tables of contents and indexes to see which are the most thorough, complete, and
authoritative.) And, no, you don't have to read all of it either—just the parts
that relate directly to your topic.
As soon as you can, try to get your hands on as many of
these books as you can. Check their bibliographies (list of books, articles,
and other information sources consulted) at the end of the book, at the ends of
chapters, and in footnotes. These will be good leads to other books that your
other searches may not have found. Also, while you're in the stacks, check the
books nearby the ones you have on your list; you may see other ones that could
prove useful.
Magazine and Journal Articles.
While books give you fairly stable information and often at
a higher level of generality, magazines, journals, and newspapers often give
you much more specific, up-to-date information. There are two ways to approach
finding journal articles: through general indexes and through specialized
indexes. Here are some strategies for finding articles:
Check several general indexes for your topic. These indexes
cover a broad range of magazines and journals—they are more popular and are for
general audiences and therefore can't be relied on specialized, technical
material. Still, they are a great place to start, and if you are not being very
technically ambitious with your report, they may supply you with all you need.
At ACC, the general indexes include Reader's Guide to Periodical Literature.
Try finding your topic in the most recent volume of each of these (unless you
have a topic that was "hot" several years ago, in which case you'd
want to check the index volumes for those years).
Try to find a good specialized index for the field that is
related to your topic.
As with books, you won't be able to read all of the articles
you find, nor will you even be able to get access to them (or at least right
away). Try finding and reading the abstracts of the article on your list; this
is a good way to get a brief picture of what the article contains and whether
it will be useful to you. Just try to find the articles that relate directly to
your topic, and read them selectively when you get them.
Encyclopedias
Another good source of introductory information is
encyclopedias. You can use these either to get yourself up to speed to read and
understand the more technical information you come across, or you can use the
encyclopedia information itself in your report (in which you'll need to
document it, as discussed later in this appendix).
Check for your topic in a general encyclopedia, using all
the various keywords related to that topic you can think of. As with periodical
indexes, encyclopedias are available in general and specialized varieties.
You're familiar with the general encyclopedias such as World Book
Encyclopedia and the Britannica. And of course a number of
encyclopedias are now available online in CD-ROM format (however, the content
of most of these seems rather slight compared to the printed versions). These
are great for starters, and in some cases they may provide all the information
you need in your report. Also, check any bibliography—lists of related books,
articles, and reports—that may be listed at the end of individual articles.
Also try to find an appropriate specialized or technical
encyclopedia in which to search for your topic. You may need more technical
detail, or your topic may be a tough one not covered very well in general
information sources-in which case you may want to consult specialized
encyclopedias. Even in this group, there are general ones that cover a broad
range of scientific and technical fields.
Reference books—handbooks, guides, atlases, dictionaries,
yearbooks.
Another source of information reports is all those reference
books out there. Every field has its handbooks (repositories of relatively
stable, "basic" information in the field), guides (information on literature
in the field, associations, legalities, and so on), atlases (more than just
maps, great repositories of statistical data), dictionaries and encyclopedias,
and finally yearbooks (articles, data, and summaries of the year's activity in
a given field). You look for them in the catalogs: when you look up your topic,
you'll find entries for these sorts of reference books as well as for the books
mentioned earlier in this appendix.
DOCUMENTATION
When you write a technical report, you can and should borrow
information like crazy—to make it legal, all you have to do is
"document" it. If your report makes you sound like a rocket scientist
but there's not a single source citation in it and you haven't even taken
college physics yet, people are going to start wondering. However, if you take
that same report and load it up properly with source citations (those little
indicators that show that you are borrowing information and from whom),
everybody is all the more impressed—plus they're not secretly thinking you're a
shady character. A documented report (one that has source indicators in it)
says to readers that you've done your homework, that you're up on this field,
that you approach these things professionally—that you are no slouch.
In the number system, you list your information sources
alphabetically, number them, and put the list at the back of your report. Then
in the body of your report, whenever you borrow information from one of those
sources, you put the source number and, optionally, the page number in brackets
at that point in the text where the borrowed information occurs.
This question always comes up: how do I decide when to
document information—when, for example, I forgot where I learned it from, or
when it really seems like common knowledge? There is no neat, clean answer. You
may have heard it said that anything in an encyclopedia or in an introductory
textbook is common knowledge and need not be documented. However, if you
grabbed it from a source like that just recently—it really isn't common
knowledge for you, at least not yet. Document it! If you just flat can't
remember how you came by the information, then it has safely become common
knowledge for you.
One other question that is often asked: do I document
information I find in product brochures or that I get in conversations with
knowledgeable people? Yes, most certainly. You document any information,
regardless whether it is in print, in electronic bits, magnetic spots, or in
thin air.
It's a bit tricky deciding exactly where to place the source
indicators—at the beginning of the passage containing the borrowed information,
at the end? If it makes sense to "attribute" the source (cite the
name of the author or the title of the information), you can put the
attribution at the beginning and the bracketed source indicator at the end (as
is shown in in the following).
Number documentation system: the code numbers in the text of
the report are keyed to the references page. For example, [6:5] in the middle
of the page from the body of the report indicates that the information came
from source 6 (in References), page 5. Notice the attribution of the quotation
marks the beginning of the borrowed information and the bracketed source
indicator marks the end.
A bit more challenging is setting up the list of information
sources—that numbered, alphabetized list you put at the end of the document.
The best thing to do is use examples. The following illustrations show you how
to handle books, government reports, article from magazines and journals,
encyclopedia articles, and personal interviews.
Books
For books, put the name of the author (first name last)
first, followed by a period, followed by the title of the book (in italics if
you have; otherwise, underline), followed by a period, followed by the city of
the publisher, followed by a colon, followed by the publisher's name (but
delete all those tacky "Inc.," "Co.," and "Ltd."
things), followed by the year of publication, ending with a period. In this
style, you don't indicate pages.
Example: book entry
Start with the
author's name first (last name first), followed by a period, then the title of
the article in quotation marks and ending with a period, followed by the name
of the magazine or journal (in italics if you have it; otherwise, underline),
followed by a period, followed by the date of issue of the magazine the article
occurs in, followed by the beginning and ending page. If the article spread out
across the magazine, you can write "33+." or "33(5)." The
latter style seems to be taking hold; in it, you estimate how many pages the
article would be if it were continuous.
If there is no author, start with the article or book title.
If there are two authors, add "and" and the second author's name,
first name first. If there are too many authors, use the first one (last name
first), followed by "et al.," which means "and
others."
Example: magazine entry
Encyclopedia articles
are easy! Start with the title of the article in quotation marks ending with a
period, followed by the name of the encyclopedia (in italics if you have it;
otherwise, underline), followed by the period, then the year of the edition of
the encyclopedia.
Example: encyclopedia entry
Reports.
With reports, you're likely to dealing with government reports or local
informally produced reports. With most reports, you may not have an individual
author name; in such cases, you use the group name as the author. For
government reports, the publisher is often the Government Printing Office; and
the city of publication, Washington, D.C. Also, for government documents, you should
include the document number, as is shown in the following example.
Example: entry for a report
Personal interviews, correspondence, and other
nonprint sources.
With these sources, you treat the interviewee or letter
writer as the author, follow that name with the person's title, followed by a
period, then the company name, followed by a period, then the city and state,
followed by a period, then what the information was ("Personal
interview" or "Personal correspondence") followed by a period,
ending with the date.
Example: entry for unpublished information
Product
brochures. For these kinds of information sources, treat the
company name as the author, followed by a period, use something identifying
like the product name (including the specific model number), followed by
anything that seems like the title of the brochure, followed by a period,
ending with a date if you can find one (otherwise, put "N.d.").
Example: entry for a product brochure
CROSS REFERENCING
Technical reports and instructions often require
cross-references—those pointers to other place in the same document or to other
information sources where related information can be found.
Cross-references can help readers in a number of different
ways. It can point them toward more basic information if, for example, they
have entered into a report over their heads. It can point them to more advanced
information if, for example, they already know the stuff you're trying to tell
them. Also, it can point them to related information.
Related information is the hardest area to explain because
ultimately everything is related to everything else—there could be no end to
the cross-references.
Of course, the preceding discussion assumed cross-references
within the same document. If there is just too much background to cover in your
report, you can cross-reference some external book or article that does provide
that background. That way, you are off the hook for having to explain all that
stuff!
Cross-reference consists of several elements:
Name of the
source being referenced
This can either be the title or a general subject reference.
If it is a chapter title or a heading, put it in quotation marks; if it is the
name of a book, magazine, report, or reference work, put it in italics or
underline. (Individual article titles also go in quotation marks.)
Page number
Required if it is in the same document; optional if it is to
another document.
Subject matter
of the cross-reference
Often, you need to state what's in the cross-referenced
material and indicate why the reader should go to the trouble of checking it
out. This may necessitate indicating the subject matter of the cross-referenced
material or stating explicitly how it is related to the current discussion.
These guidelines are shown in the illustration. Notice in
that illustration how different the rules are when the cross-reference is
"internal" (that is, to some other part of the same document)
compared to when it is "external" (when it is to information outside
of the current document).
Examples
of cross-references
Internal cross-references are cross-references to other
areas within your same document; external ones are those to books and documents
external to your document.
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