JoAnn Hackos, Comtech Services, Inc.
In thinking about Gerry McGovern’s keynote address at the 2013 Content Management Strategies/DITA North America conference, I couldn’t help but make the connection to the principles of minimalism. Minimalism suggests that we provide the information that is necessary for the individual to successfully reach his or her goals in using our products. As Gerry made most clear, too much content, especially a plethora of content that no one seems to need, makes all the content we present difficult and frustrating.
I was reminded of a discussion that my colleague, Henry Korman, and I had about the meaning of minimalism. Henry introduced me to the idea of exformation as a corrective for too much Information.
As you will learn in the accompanying article here, understanding that the users’ context, the situation in which the work is done, and the knowledge and experience that the user brings to the task is essential.
Minimalism is based on the principle of exformation. A minimalist text is not designed to save words, although that may be an indirect result, but to understand the context of use that the reader brings to an understanding of the content.
How Do We Manage Information?
“As the art of reading (after a certain stage in one’s education) is the art of skipping, so the art of being wise is the art of knowing what to overlook.” —William James (in The Principles of Psychology)
Information is an imprecise term, a subjective concept that can be defined, as we shall see, only when you know who is conversing and in what context. Information managers, a priori, are preoccupied with information—how could it be otherwise? So for all of us the term “information” is heavily laden with positive value. As such, information is “good,” the absence of information is negative, “bad.” But is this reasonable?
Information and ideas pass through our minds, and they leave a trace or they do not. In either case, there is something insubstantial about them, except when we experience an overload and need an aspirin. However when we must collect, evaluate, store, and provide a means of access for others, we quickly come to see that information has material qualities—it costs. For the originator, the costs may include worker time, efforts to shape and model the content, warehousing the content, and creating and maintaining the access and delivery mechanisms. For the customer, costs may include customer time, the expenditure of emotional (motivational) energy while seeking information, and subscribing to access mechanisms.
In 1929, the physicist Leo Szilard, asked what the cost would be for knowing the location of one molecule of a gas in a container (The User Illusion, p. 23). His method was proposing yes/no questions such as, is the molecule to the left or right of me? When we know that left is the answer we discard right, the wrong answer. It doesn’t tell us where the molecule is, it tells us only where the molecule is not. And we’re not interested in that information, so it’s natural to discard it. Evaluating and discarding wrong answers is the “cost.”
In the given instance, the “wrong” answer doesn’t seem like much to discard, the cost is negligible. But when customers search for an answer to a real question, they usually sift through many wrong answers until they arrive at the right answer. All the wrong answers are discarded, but they cost something to obtain, to record, to access, to judge, and then discard. For large collections of information, the costs can be very high, particularly when we take the supermarket approach—stocking everything that a customer might want, even very slow sellers that few customers buy, just to get them in the store to buy other items. And at the checkout counter, as in many web home pages, we tempt customers to make impulse purchases not related to their purpose in shopping. If our customers are forced to repeat the process of sifting all information that had been done by the originator, the value of the message is lessened for them.
|Information Developer Costs |
Here are the savings estimated (in an actual project) from turning information into exformation for an Electrocardiogram instrument instruction manual. Note that this manual is printed, which is the case for medical-device manuals today.At 500 words per page and 5 hours creation time per page including just writing, editing, and reviewing, reducing a single manual by 35000 words means 70 fewer pages and 350 fewer hours needed for creation. These savings hold for online documents.
Two questions present themselves for consideration:
1. How can we reduce the amount of information we must store?
2. How can a customer arrive at a correct answer more economically?
The value of information for the customer resides in what of relevance gets communicated, not in the amount of information stored. So the value of the content in a communication resides in all the information that could have been part of the actual message but wasn’t. That means the value of a message, its complexity and depth, is measured by the work done by the originator in ordering and forming it. The originator, not the customer, will have discarded irrelevant information.
|Information User’s Costs |
Here is an estimate of the costs incurred by users in a large organizaton who need to deal with excess information they must discard to arrive at what they need.
The potential increase in user efficiency and the concomitant savings can be significantly higher than the costs of creating efficient documentation. Not a bad marketing point!
In 1862, Victor Hugo had completed Les Misérables, at the cost of an enormous expenditure of energy. While it was at the printer, he left Paris to recuperate and get away from the pressures of his wishes for success. However, after the publication date, he couldn’t resist enquiring about how the book had been received. So he sent the following communication to his publisher—”?”—a single character. The publisher replied, also with a single character—”!” Hugo rejoiced at his success.
We see that the meaning of the exchange was given by the context of the exchange—what both parties knew of the situation and each other—not the amount of information transmitted. This briefest of communications was the result of discarding information. What remained in the communication was sufficient to refer to the information discarded. This explicitly discarded information Tor Nørretranders has calledexformation (The User Illusion, p. 92), at last, giving us a word to represent the discarded information which gives meaning to what is communicated.
Exformation is about the mental work we do to communicate. When we rely only on explicit communication, we are required to transmit large amounts of information. But as we have seen, the whole point of explicit communication is to refer to something implicit. We can now say that a message has depth and value in proportion to the quantity of exformation it contains. Only someone who knows the context in which the information has been transmitted can gauge the amount of exformation in the message.
|A road sign is rich in exformation.An authorized road sign represents more information about the bend ahead than the sign conveys. The exformation makes it a sign, not just a painted sheet of metal.|
Some information, such as a circle, appears out of context with no detail to tell us if it represents a flat plane or a sphere. We can’t know more about it than the fact that it’s a circle.
We can define the circle by adding details: color, size, texture, surface markings. These evoke the meaning and let us identify it. If we already know the thing, previously have seen an example, these cues are enough. We recognize a baseball, a soccer ball, a basketball, a bowling ball.
Adding detail is the usual approach taken to make information meaningful. It’s one reason why information repositories tend to increase in size over time, sometimes exponentially. However, there is another way to define the circle. We can add context.
Here we’ve added context by showing an athlete performing their sport, but have left the circle blank. We see the baseball player and know the circle is a baseball, the soccer player kneeing a soccer ball, the bowler about to launch a bowling ball, the basketball player making a jump shot. If we were writing about one of these sports, and the reader came to the text expecting information about the sport, we could just say “ball” and the particular type of ball would be known.
The concept of exformation makes explicit why the evoking of the reader’s prior knowledge is such a necessary and powerful means of making information accessible to learning. It also makes clear why knowing your audience can be the most powerful means of minimizing the information you must manage. From our discussion, we see that the wisdom to create exformation resides in managers, editors, and writers, not technology. Of course this is true only to the extent that the managers, editors, and writers are familiar with the needs and knowledge base of the users and, as they create content, are willing to persistently focus on the situation of use. The more we know about the users, the more we ask what inner resources they bring to the situation in which they require information, the more we stress decision-making activity rather than information consumption—the more exformation we can create.
If you’d like to read a broader discussion of some of the ideas discussed in this article, see The User Illusion: Cutting Consciousness Down to Size by Tor Nørrettranders, 1998, New York, Viking, ISBN 0-670-87579-1.
Dr. JoAnn Hackos is the CIDM Director.