Tuesday, May 3, 2016

Indexing Made Easy


As a technical writer, are you often in a state of confusion and uncertainty when indexing your content? If your answer is yes, then this article is for you! Here are a few guidelines that will help you generate smart index entries. Moreover, these guidelines will also help you maintain consistency across the index.

You might ask yourself the following questions before starting the process.


Which Parts of a Document Do I Index?
Do’s
Don’ts
·       Index the main body of the chapters.
·       Index the preface if it contains important information such as prerequisites, hardware requirements, and so on.
·       Index the appendixes if they provide additional information about the topics that are documented in the chapters.
·       Do not index the common elements of the front matter:
·        title page
·        copyright
·        table of contents
·       Do not index the common elements of the back matter:
·        glossary
·         bibliography


Which Topics Do I Index?
Do’s
Don’ts
·       Index the task-oriented topics that explain users how to accomplish a task.
·       Index the conceptual topics that provide prerequisite or additional information to accomplish a task.
·       Index the cautions, notes, tips, or restrictions that provide important information to the user.
·       Index the topics that explain terminology.
·       Do not index the obvious tasks. These obvious tasks have their own independent task-oriented topics. For example, tasks such as creating, deleting, copying, and so on.
·       Do not index the topic that merely mentions the term.


How Do I Select the Keywords?
·       For conceptual topics, specify the keyword in the noun form.
·       Use the plural form if the keyword does not represent a unique entity.
·       Include a modifier before the noun wherever possible.

Correct
Incorrect
user roles        11
user groups    12
roles    11
groups  12

·       For task-oriented topics, specify the keyword as an action with the gerund (ing) form of the verb.
·       Do not use heading titles that represent the tasks as index entries.

Correct
Incorrect
configuring data profiles                     22
configure data profiles  22
sequencing role definitions                 20
sequencing a role definition               20

How Do I Index Acronyms and Abbreviations?

Use double-posted entries for indexing these items:
·       abbreviated forms
·       acronyms
·       spelled-out forms
Correct
Incorrect
Extraction, Transformation, and Loading (ETL)         3
ETL (Extraction, Transformation, and Loading)         3
ETL 3
Extraction, Transformation, and Loading  3

 How Do I Index Inversions and Synonyms?

·       Use double-posted entries to indicate inversion of terms.
Correct
Incorrect
data loading   85
loading data   85
data loading   85



·       Use cross-references to indicate synonyms. For example, you can add an index entry to indicate that data profiles and table profiles are synonyms. Note that the cross referencing index entry does not include the page number.
Incorrect
Correct
data profiles  
                        assigning      22                                                  
                        configuring    24
table profiles
                        assigning     22                                                  
                        configuring    24
data profiles  
                        assigning        22                                                  
                        configuring     24
table profiles
                        See data profiles

How Do I Index Special Characters?

·       Use double-posted entries to index special characters.For example, you can index currency symbols using double-posted entries.
Incorrect
Correct
¥                      105
¥ (Yen sign)                105
Yen sign (¥)                105

 What Formatting Styles Do I Apply?

·       Use lowercase preferably.
·       Do not use lowercase if the term itself is in uppercase or sentence case.
Correct
Incorrect
Basic Properties pane    20
bulk loading    30
CHART procedure        45
basic properties pane 20
Bulk loading                30
chart procedure           45

·       Restrict to two-level nesting of index entries, primary entry and secondary entry.
Correct
Incorrect
constraints
                        defining                       10
                        removing                     22
constraints
defining           10
removing non-essential constraints  22

·       Individually list all the second level entries.
Correct
Incorrect
centrality measures
degree-in         101
 degree-out 101
centrality measures
degree-in and degree-out       101

·       Specify conjunctions, prepositions, or articles at the end of the subentries.
Correct
Incorrect
degree centrality
            overview of         62
            parameters for     65
            role expressions and 66        
degree centrality
            overview         62
            parameters    65
            and role expressions  66



How Do I Index Just Enough?

·       Do not over-index. For example, do not repeat secondary entries for each primary entry.
Correct
Incorrect
correction loads                      21, 22, 25
incremental loads                   25, 26, 28
correction loads
                        prerequisites   21
                        workflow steps 22
                        parameters      25
incremental loads
                        prerequisites   25
                        workflow steps 26
                        parameters      28


·       Do not under-index. For example, do not exclude important features that can be marked as secondary entries.
Correct
Incorrect
regulatory reports
generating  20
reviewing   21
authorizing 22
      submitting  25
regulatory reports       20-25

·       Do not index adjacent entries that are very similar. Retain one of them.
Correct
Incorrect
deploying jobs  21
deploy option  21
deploying jobs  21

How Do I Review My Index Entries?

·       Maintain a checklist to ensure that you follow all the guidelines.
·       Focus on the primary and secondary entries first. Subsequently, remove redundant entries and evaluate the index as a whole.
·       Make sure that you use consistent terminology across all your entries.
·       Request one of your peers who is unfamiliar with your content to review your index entries.


Publication Details

This article was published in the Indus magazine. Please see: http://indus.stc-india.org/2016/05/indexing-made-easy/#comments

1 comment:

  1. Indexing organizes data for quick webspacekit
    access, speeding up search and retrieval processes in databases or documents.






    ReplyDelete