Dual OS docs - with grace?

Subject: Dual OS docs - with grace?
From: Geoff Hart <ghart -at- videotron -dot- ca>
To: TECHWR-L <techwr-l -at- lists -dot- techwr-l -dot- com>, Kimberly McClintock <kimberly -dot- mcclintock -at- openlogic -dot- com>
Date: Wed, 17 Jan 2007 10:47:17 -0500

Kimberly McClintock wonders: <<We've got install procedures for a product that runs on Windows and on Linux. Radically different procedures are broken out in OS specific sections, but a good deal of the procedures overlap with the exception of the path. I'm looking for a graceful way to avoid this (exaggerated for effect):
Edit the databaseContext.xml file located in the /opt/oleopenlogic- enterprise-4.2/storemanager/config directory on Linux and the c:\ole \openlogic-enterprise-4.2\storemanager\config directory on Windows as follows:
Alternatives thus far include 1) defining a convention like BASEDIR in the introductory material or 2) Picking one OS as standard, and doc the necessary changes that will need to be made for other OS users in the introductory material.>>

I remember with considerable amusement the anecdote of a friend who barely made it through French class because he could never remember whether to use the accent aigu (é, for example) or the accent grave (è). His survival strategy? He wrote a vertical line for both accents, and hoped the teacher would assume that if he had any idea that an accent was required, he'd know the correct accent.

This worked about as well as you'd expect, <g> and it suggests you should avoid the temptation to use the vertical "pipe" character (|) as a solution for directory paths. If you expect people to actually type any of these paths, I guarantee that some readers will type the pipe instead of the correct delimiter (/ or \). A much safer alternative might be to use the same kind of approach we sometimes use for menu paths: "Save the file in the Level 1 --> Level 2 --> Final level directory." That's semi-elegant, more space-efficient, and for anyone using a command-line interface, probably clear.

If you're willing to think outside the box, you could also use a screenshot showing the expandable directory structure that must be navigated to reach the desired directory. Not the best solution if you need to translate and localize your documentation, but a very clear depiction of the location that may be more efficient than other solutions.

I'm not sanguine about simply defining "BASEDIR" because then you're forcing readers to remember that definition, and if they don't remember it or never read that part of the manual, they may have a tough time finding the definition. (If you do this, index it VERY WELL so readers can't possibly miss it.) If Linux permits the creation of aliases or shortcuts to directories (like those on the Mac and in Windows), using such a shortcut would work very well if you create those aliases during the software installation process. In that approach, when someone actually types BASEDIR, that takes them to the alias, which in turn takes them in a single simple step to the correct directory. Much kinder than asking them to type the long addresses you listed above, not so?

Failing that, the safe if inelegant solution is to repeat the path name for both operating systems. That's particularly useful if you will be providing these paths in online help or a PDF file; readers can then avoid error-prone typing by copying the appropriate pathname directly from the file, pasting it into the command line, and away they go.

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Geoff Hart ghart -at- videotron -dot- ca

(try geoffhart -at- mac -dot- com if you don't get a reply)

www.geoff-hart.com

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References:
dual OS docs - with grace: From: Kimberly McClintock

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