IEEE Transactions on Professional Communication

143 articles
Year: Topic: Clear
Export:
qualitative research ×

June 2017

  1. Transnational Business Communication and Identity Work in Australia
    Abstract

    Chinese people have actively engaged in transnational and cross-cultural business activities in recent decades. Some Chinese people have moved their business activities to overseas countries, in particular, to developed countries. Some of them have migrated and settled down in a host space. About the case: This study aims to examine the identity work-in particular, the construction of a hybrid identity-and the business communication of a Chinese-Australian migrant, Jack, from the perspective of Chinese researchers. Situating the case: The communication characteristics of Chinese people are reviewed, and some factors related to identity work are examined. These interrelated strands provide a foundation for analyzing Jack's business communication and identity work in a host context. Research questions: (1) As an immigrant, how has Jack managed his identities in his business communication with self and Others during his life experience of more than 20 years in Australia? (2) Has Jack achieved a hybrid identity that enables him to switch his identities as he confronts the communication challenges of business situations? (3) What forces affect Jack's everyday business communication and identity work as a Chinese-Australian migrant in Australia? Methodology: Theories are applied to analyze anecdotes relating to the business communication and identity work of the migrant chosen for this case study. The first author is positioned as a cultural insider and ethnographer, observing, experiencing, and reflecting on some episodes in Jack's everyday business communication and identity work. The second author's informed input as an outsider to the case study provides interpretation of data and adds balance and a measure of objectivity. Results: Jack's communication with self and cultural Others is presented and analyzed to examine his complicated identity work in a host business arena. His shifting hybrid identity helps him to cross the border of his host culture and obtain privileges in business competition. These stories reveal that Jack's identity is continually changed and reconstructed as he builds social and cultural capital in his new business arena. Conclusions: This study captures characteristics of the transnational and cross-cultural business communication practices of Chinese migrants from the inside looking out, and it suggests that identity work is an ongoing and complex project, and that stereotypes should be avoided in transnational and cross-cultural business communication practices.

    doi:10.1109/tpc.2017.2656658
  2. Creative Content Management: Importance, Novelty, and Affect as Design Heuristics for Learning Management Systems
    Abstract

    Background: This paper examines creativity in content management (CM) by presenting a case study analysis of an original, open-source, Web-based learning-management system (LMS). It explores existing literature and suggests new ideas about creativity and CM. Research questions: How can we conceptualize creativity in relation to CM? How can creativity be operationalized into specific design practices within CM? What dimensions of creativity should be considered when designing or evaluating creative CM systems?Situating the case: Theoretical research in content-management systems (CMSs) and LMSs has revealed a gap in our field's current understanding of how creativity relates to CM. Research studies related to the measurement of creativity have provided insight into characteristics and methodologies that could be adopted and adapted to evaluate creativity in CM. Studies from the learning sciences have investigated where LMSs fall short and suggested where new opportunities exist to better facilitate the informational needs of users. These works have pointed to a need for research on integrating creativity and CM, both in content and in the systems that manage content, and have laid the groundwork for this study. Methodology: This research investigates theories of creativity as they relate to CM by conducting a case study analysis of unique instructional software designed to deliver content to students enrolled in a university course. The primary evidence is taken from notes about the design and evaluation of the software and from survey data illustrating students' user experiences. About the case: We developed a classification strategy for exploring creativity along three dimensions-importance, novelty, and affect-and then used this strategy to explore a unique system's approach to deal with content challenges in each of those areas. User experience impressions provide evidence of successes and failures of experimental CM in these domains. Conclusions: The study finds that this original LMS design did contain features that exhibited novelty, importance, and affect, and that such features can be used to identify creativity in product design as well as to assess the design of complex software systems such as CMSs and LMSs. This detailed analysis of an original design for an LMS suggests new ideas for implementing and using CMSs and LMSs in technical communication. The study concludes by presenting a rubric for evaluating creativity in CMSs and LMSs, or for designing such systems with creativity in mind.

    doi:10.1109/tpc.2017.2656578
  3. Community-Based User Experience: Evaluating the Usability of Health Insurance Information with Immigrant Patients
    Abstract

    User experience (UX), a common practice in corporate settings, is new for many nonprofit organizations. This case study details a community-based research project between nonprofit staff at a community health center and UX professionals to improve the design and usability of a document designed to help immigrant patients sign up for health insurance. UX professionals may need to adapt and be flexible with their efforts, but can offer valuable skills to community partners. Research questions: (1) What are the information needs and barriers faced by immigrant populations signing up for health insurance? (2) How does a usability study, adapted to meet the needs of immigrant populations, inform the design of a supplemental guidebook about health insurance? (3) What are the challenges and opportunities when engaging in community-based UX research projects? Situating the case: Other community-based research projects in technical communication and UX point to the need for a clear conceptualization of participation, a strong partnership with nonprofits, and the need to develop meaningful and actionable insights. Furthermore, when conducting studies with immigrant populations, the role of the translator on the research team is crucial. Methodology: As a community-based research project focused on the collaborative generation of practical knowledge, we conducted a usability study with 12 participants in two language groups, Chinese and Vietnamese, to evaluate the design and usability of a guidebook designed to provide guidance about enrolling in a health insurance plan. Data were analyzed to identify usability concerns and used to inform a second iteration of the guidebook. About the case: Immigrant populations struggle to sign up for health insurance for a variety of reasons, including limited English and health insurance literacy. As a result, a nonprofit community health center developed a guidebook to support immigrant populations. Version 1 of this guidebook was evaluated in a usability study, with results showing that users struggled to correctly choose a plan, determine their eligibility, and interpret abstract examples. As a result, Version 2 was designed to support the in-person experience, reduce visual complexity, and support patients' key questions. Conclusions: Community-based UX collaborations can amplify the expertise of UX and nonprofit professionals. However, UX methods may need to be adapted in community-based projects to better incorporate local knowledge and needs.

    doi:10.1109/tpc.2017.2656698

March 2017

  1. Patients' Adoption of WSN-Based Smart Home Healthcare Systems: An Integrated Model of Facilitators and Barriers
    Abstract

    Background: Patient-centered care emphasizes care coordination and communication through active involvement of patients, their families, physicians, and other professionals to improve decision making. Smart telecommunication technology and the Internet of Things, such as wireless-sensor-network-based smart home healthcare systems (WSN-SHHS) facilitate communication and collaboration among these different roles. Research problem: Despite the great potential of such systems to improve the quality and experience, and lower the cost of health care, the technology has not been widely adopted partly due to an inadequate understanding of user expectations, needs, and preferences. This study addresses facilitators and barriers with regard to WSN-SHHS adoption by identifying important sociotechnical, cognitive, affective, and contextual factors. Research questions: What are the main facilitators and barriers of patients' adoption of WSN-SHHS? How can we contextualize a generic technology adoption model for WSN-SHHS that takes into account unique characteristics of the domain? Literature review: We surveyed the literature in WSN-SHHS research and application, technology adoption theories, and the pleasure-arousal-dominance emotional state model. We discovered that WSN-SHHS research has focused on technology development but has given little attention to the issue of patients' adoption. Methodology: We used a mixed method design that combined an interview and survey over two studies. Participants were recruited from home healthcare agencies in the eastern US. In semistructured interviews, we collected data from 15 home healthcare patients and medical professionals, and analyzed the data using Kvale's approach. In our online- and paper-based surveys, we analyzed the data from 140 respondents using partial least square. Results and conclusions: We identified several new constructs in relation to WSN-SHHS adoption, including human detachment concerns, privacy concerns, life-quality expectancy and cost concerns. In addition, we confirmed the constructs from the general adoption model. Based on the findings of the qualitative study, the researchers created a research model. The quantitative study provided empirical support for the model, which has substantial predictive power accounting for more than half of the variance in WSN-SHHS adoption. In particular, our findings reveal that human detachment concerns rather than performance expectancy is the strongest predictor of patients' adoption of WSN-SHHS.

    doi:10.1109/tpc.2016.2632822
  2. Can Game-Based Learning Enhance Engineering Communication Skills?
    Abstract

    Research problem: The enhancement of communication skills among engineering students has been a focus within the engineering curriculum for many years. Despite this emphasis, continual published reports document that engineering graduates are not well versed in the areas of written and oral communication when they graduate and transition into industrial-based positions. This study focuses on examining whether game-based pedagogy could serve as a potential tool for enhancing the written and oral communication skills of engineering undergraduates. Research questions: (1) What is the relationship between communication game exposure and oral and written communication skills achievement in engineering students? (2) Do engineering students' perceptions of their oral and written communication skills development associated with participation in communication games align with their achievement in these areas? Literature review: This study examines the ability of games to enhance engineering student communication skills by using the lens of activity theory. This communication theory was chosen because it describes how the creation of a piece of communication goes beyond traditional features such as grammar and syntax to include grappling with the objective or goal of the work, the system within which the product must be completed, and the methods selected to subdivide the work. These same constraints were imposed on the students within this study, in which they were assigned a technical design report and infomercial (or elevator pitch) to assess their oral and written communication skills. Methodology: Three groups of a sophomore-level Introduction to Chemical Product Design course compared non-games, games, and games-plus instructional methods. Student design reports and infomercials were scored by two analysts using reliable and validated rubrics. Team-based performance scores for each of the three sections were compared to determine whether any resulting differences in communication achievement were associated with the incorporation of game-based activities within the classroom. Students' perceptions of their communication skill development were measured through survey instruments and focus groups. The focus group data were content-analyzed by the same two analysts using a coding scheme developed from an emergent qualitative analysis of the focus group data. Results and conclusion: We found that the use of game-based pedagogy within engineering classes can enhance oral and written communication skills even though this method of instruction is not always perceived by students as relevant to their achievement in these areas.

    doi:10.1109/tpc.2016.2632838

December 2016

  1. Networking in a Field of Introverts: The Egonets, Networking Practices, and Networking Technologies of Technical Communication Entrepreneurs
    Abstract

    Research problem: Although labor statistics document a steady rise in contract, contingent, and entrepreneurial labor, knowledge about the professional communication practices that build and sustain independent careers in the field of technical communication (TC) largely emerges from broad survey analysis, cultural/social critiques, or individual anecdotes. From these statistics and stories, we already know that independent technical communicators face challenges ranging from legal issues to establishing marketing visibility when they start and maintain businesses. Drawing on thick qualitative description from semistructured interviews, this article responds to the need for more systematic research tracing the networking practices, technologies, and relationships that enable entrepreneurial work. Research question: How do established individual entrepreneurs in TC describe the social relationships, networking practices, and networking technologies that shape their careers over time? Literature review: This project extends prior research at the intersections of entrepreneurship, technical communication, and social networks. Entrepreneurial studies research indicates that strong social ties and embeddedness influence venture performance; however, systematic scholarship on the networks or networking practices of independent or entrepreneurial technical communication practice has been limited. Methodology: The project used semistructured interviews to analyze the professional communication practices of eight technical communicators with considerable experience working independently as consultants or small-business owners. We used an online search to identify experienced entrepreneurs in the interdisciplinary field of technical communication. After recruiting participants via email, we conducted semistructured interviews to gather employment narratives, while prompting participants to share information about career-relevant ties, networking practices, and networking technologies. We then analyzed data through two iterative qualitative coding passes. Results and conclusions: Our participants, made up of experienced TC entrepreneurs, have used networking over at least two decades to advance personal business outcomes and evolve technical communication as a field and profession. Findings detail how networking is central to professional social knowledge construction, as TC entrepreneurs establish transactional contact with others, practice learning, and enact exponential reputation-building that addresses the isolation of working outside traditional organizations. Since this is a qualitative study based on self-report, the results are not generalizable but provide a foundation for future larger-scale research building from these qualitative themes.

    doi:10.1109/tpc.2016.2614744
  2. Communicating Entrepreneurial Passion: Personal Passion vs. Perceived Passion in Venture Pitches
    Abstract

    Research problem: Entrepreneurial passion has been shown to play an important role in venture success and, therefore, in investors' funding decisions. However, it is unknown whether the passion entrepreneurs personally feel or experience can be accurately assessed by investors during a venture pitch. Research questions: (1) To what extent does entrepreneurs' personal passion align with investors' perceived passion? (2) To what cues do investors attend when assessing entrepreneurs' passion? Literature review: Integrating theory and research in entrepreneurship communication and entrepreneurial passion within the context of venture pitching, we explain that during venture pitches, investors make judgments about entrepreneurs' passion that have consequences for their investment decisions. However, they can attend to only those cues that entrepreneurs outwardly display. As a result, they may not be assessing the passion entrepreneurs personally feel or experience. Methodology: We used a sequential explanatory mixed methods research design. For our data collection, we surveyed 40 student entrepreneurs, videorecorded their venture pitches, and facilitated focus groups with 16 investors who viewed the videos and ranked, rated, and discussed their perceptions of entrepreneurs' passion. We conducted statistical analyses to assess the extent to which entrepreneurs' personal passion and investors' perceived passion aligned. We then performed an inductive analysis of critical cases to identify specific cues that investors attributed to passion or lack thereof. Results and conclusions: We revealed a large misalignment between entrepreneurs' personal passion and investors' perceived passion. Our critical case analysis demonstrated that entrepreneurs' weak or strong presentation skills led investors either to underestimate or overestimate, respectively, perceptions of entrepreneurs' passion. We suggest that entrepreneurs should develop specific presentation skills and rhetorical strategies for displaying their passion; at the same time, investors should be wary of attending too closely to presentation skills when assessing passion.

    doi:10.1109/tpc.2016.2607818
  3. A Narrative Perspective on International Entrepreneurship: Comparing Stories From the United States, Spain, and China
    Abstract

    Research problem: This study investigates entrepreneurship as a rhetorical practice and seeks to illustrate how narratives of individuals from different cultures create a discourse of entrepreneurship. We offer theoretical and methodological considerations for comparative international analyses in entrepreneurship research. Research questions: (1) How do the stories that are told by entrepreneurs from different cultures reveal their values? (2) What can those stories tell us about entrepreneurship in different cultures? Literature review: An emerging stream of authors proposes to study entrepreneurship from individual narratives, but studies on entrepreneurship rhetorics are scarce, seldom use an international approach, and rarely cover the cultural aspects. Methodology: We collected entrepreneurial narratives in the US, Spain, and China, and deployed a novel two-fold method to retain cultural nuances and validate translation accuracy. Narrative data were studied based upon the coding, constant comparison, and memo writing used in grounded theory. Results and conclusions: We identify three core metaphorical devices used by participants to structure their entrepreneurial journeys (action and learning, autonomy and money, and exceptionalism and networks), and we suggest that the use of these metaphorical pairs varies both within and across cultures. These findings offer preliminary evidence, for the first time in the literature, that building a rhetorical understanding of entrepreneurship requires that we consider two axes: the individual and the cultural.

    doi:10.1109/tpc.2016.2608179

September 2016

  1. Evaluating Multilevel User Skill Expression in a Public, Unsupervised Wiki: A Case Study
    Abstract

    Background: This case study examines how users of varied experience levels interact with an open-access content-management system (CMS) that lacks managed leadership. In particular, this case study compared how experienced and new users performed at a variety of tasks in a nonprofit community wiki to evaluate skill acquisition and possible skill loss. Research questions: (1) Do experienced users make more use of CMS features (templates, tags, hyperlinks) than new users, even without instruction? (2) Where do experienced and new users differ in successful task completion in the wiki? Situating the case: A number of content-management evaluations have utilized usability as a key method for evaluating user experience. In addition, Wikipedia has been a frequent target of investigation. This study looks to expand the crowd-sourced wikis evaluated in this manner. Methodology: This case study started with a series of interviews to determine how users expected to use the community wiki. After the interviews, 10 users (5 new and 5 experienced) were evaluated for this study, each performing 6 tasks. About the case: This study looked at the initial installation of a local community wiki system. The system is a CMS designed for use by municipal territories to create crowd-sourced wikis capable of preserving knowledge that would not traditionally fit in Wikipedia entries. Conclusions: Users who maintained sufficient interest in the wiki to become experienced wiki users developed a number of core skills even without organizational support, though new users demonstrated a steep skill deficit. However, new users actually demonstrated a greater capacity to highlight incompleteness of information within the wiki than experienced users in one key task.

    doi:10.1109/tpc.2016.2592560
  2. Public Engagement in Environmental Impact Studies: A Case Study of Professional Communication in Transportation Planning
    Abstract

    Background: Environmental impact studies often enlist professional communicators to develop and implement public engagement plans and processes. However, few detailed reports of these public engagement plans exist in either scholarly venues or government reports. This case reviews one public engagement project in transportation planning as implemented by one professional communications firm. Research questions: 1) What communication and engagement strategies do the consultants employ in their public engagement process? 2) How do professional communicators design engagement for diverse citizen groups? Situating the case: A number of cases have revealed the ways professional and technical communicators integrate participatory or user-centered design strategies in public engagement projects. These cases suggest that professional and technical communicators are uniquely positioned to develop ethical and effective public engagement plans for environmental impact studies. Professional and technical communicators are further prepared for this work because of their knowledge about theories of intercultural communication and rhetorical theories of delivery. Methodology: This case was studied over the course of 1.5 years using qualitative research methods, including observations, interviews, and textual analysis. About the case: This case reviews the work of one particular public engagement firm, VTC Communications, as they planned and implemented public engagement in one environmental impact study. This environmental impact study team was tasked with determining the best way to accommodate the increase in rail traffic the city anticipated with the development of the high-speed rail. The public's input was needed to fulfill environmental impact statement (EIS) requirements and to fully understand the community concerns regarding the increased traffic, noise, vibrations, and family/business displacements. VTC Communications was hired to conduct this portion of the environmental impact study, and their work included the development of a range of deliverables and events. Conclusions: This case provides an overview of the process of developing public engagement plans, the deliverables designed, as well as the key goals that guided the development of public engagement. My case suggests that effective public engagement can address intercultural concerns by developing projects that are adaptable, multimodal, and dialogic.

    doi:10.1109/tpc.2016.2583278

June 2016

  1. Client-Based Pedagogy Meets Workplace Simulation: Developing Social Processes in the Arisoph Case Study
    Abstract

    Teaching problem: Immersive pedagogies-including real-world or client-based projects, case studies, and simulations-have long been used to encourage student problem-solving, analytical thinking, and teamwork in professional communication. Building a connection to the real world has real challenges, however, for both instructors and students. How can we better prepare students for their future careers in our technical communication courses? Situating the case: This paper draws on three areas in the literature to situate the Arisoph case study: First, we discuss the work that has been done with client-based projects and the problems and challenges researchers have found with incorporating these projects into the classroom. Second, we discuss a newer model of workplace simulations, particularly focusing on the work done by Fisher and Russell. Third, we discuss the psychological theories of attribution and reattribution, which provided a foundation for our development of the Arisoph case study. How this case was studied: This paper describes the development of the Arisoph case study, an online client-based simulation course designed for engineering students to learn and practice technical communication. Course development and collection of instructor and student responses took place from 2010 to 2014. About the case: This paper details the development and implementation of the Arisoph case study, which brought the workplace realities of a variety of engineering professions into a classroom filled with engineering majors. The Arisoph simulation was designed to manage student attribution and reattribution, particularly to help engineering students connect the principles and skills learned in technical communication courses with their future careers. The Arisoph case study is a full-semester simulation, where students apply for work in a fictional company and fulfill different roles on professional teams. Each assignment during the semester is situated in the context of the simulation. The major projects for the simulation, however, come from a real client in the engineering field. This unique combination of simulation and client-based projects provides students with greater opportunities for successful reattribution. Conclusions: Initial student reactions to the course show an increased understanding of workplace communication and a greater motivation to produce the best possible product for the client. We hope that long-term studies will show significant carryover of those attitudes into students' careers.

    doi:10.1109/tpc.2016.2561082
  2. Community of Practice and Professionalization Perspectives on Technical Communication in Ireland
    Abstract

    Research problem: In Ireland, technical communication has developed as an academic and occupational field since the late 20th century. Research on the field in Ireland is limited. Research questions: (1) To what extent do technical communicators in Ireland operate as a community of practice? (2) What steps are Irish technical communicators taking toward professionalization? Literature review: This study uses a theoretical framework that combines symbolic interactionism and communities of practice theories. While traditional professionalization theory uses a structural functionalist approach to the study of occupations, characterizing disciplines as professions depending on whether they meet certain traits (including autonomy, market closure, license to practice, and service orientation), symbolic interactionism prioritizes interactions among individuals. In this sense, it overlaps with the concerns of communities of practice. A community of practice involves a group of people working together, and creating meaning through their interactions. Studying an occupation through this lens foregrounds individual and community identity, and how that is formed and informed by work. Methodology: Mixed methods-a survey, focus groups, and interviews-were used to explore Irish technical communicators' perceptions of aspects of their field: practice, education, value and status, and professional and community structures. Results: The findings indicate that Irish technical communicators exhibit traits of communities of practice (such as joint enterprise and shared repertoires). They also identify with their job title and practice. A key finding is that some Irish technical communicators have a keen appetite for community involvement. This enthusiasm notwithstanding, barriers to professionalization include low visibility of the role in Ireland, limited evidence of professionalizing activity, and the potential for career stagnation.

    doi:10.1109/tpc.2016.2561138

March 2016

  1. iFixit Myself: User-Generated Content Strategy in “The Free Repair Guide for Everything”
    Abstract

    Research problem: This study investigates the phenomenon of user-generated content strategy in an open-source, wiki-based content-management system (CMS) for the repair of technological devices (http://ifixit.com). By “user-generated content strategy,” we mean processes for developing systems for producing, moderating, and encouraging user-generated content. Research questions: (1) What strategies, or holistic means of organizing content, are used to manage repair manual content via an open-source, wiki-based content-management system that relies on content generated by a wide variety of users? (2) What content rules, or logical premises for how and where content is developed, emerge from a qualitative case study of such a CMS? Literature review: Though a wealth of empirical research has been conducted into user-generated content, few studies have focused on the explicit strategies employed by organizations to develop and encourage such content. At the same time, several recent calls by researchers in both academia and industry have indicated a need for such content models. Some of the challenges these thinkers have noted with creating user-generated content strategies include the difficulty of maintaining a consistent strategy across content generated by users who don't necessarily understand what strategies are in place, as well as maintaining a modicum of quality assurance without squelching user participation. Methodology: We conducted a content audit of iFixit's main educational initiative, the Technical Writing Project (http://edu.ifixit.com) to identify strategies iFixit uses to organize content in this initiative. iFixit is an open-source wiki to help users repair their own devices. We supplemented the audit with interviews with student participants in the project and iFixit technical writing staff to find out what technologies and other affordances affected users of the iFixit Technical Writing Project. Results and conclusions: The main user-generated content strategies used by iFixit include allowing users a wide range of means to participate (such as posting comments or developing their own repair guides), using a content moderation queue (or simple interface for seeing all updates to the wiki), ensuring quality assurance of all repair guide content through redundancy (such as making sure experienced users vetted every published guide), and staging (or arranging information in a linear sequence) information in a multimodal fashion (using multiple modes of communication to reinforce the same information). Such strategies represent a commitment by iFixit to opening up practices that are central to creating content, such as repair documentation, to any interested internet user. Lessons for organizations who wish to encourage user-generated content include developing strategies that protect users from the worst consequences of their actions, that encourage participation, and that allow for experienced users to vet new content.

    doi:10.1109/tpc.2016.2527259

December 2015

  1. Efficiently Connecting Textual and Visual Information in Operating Instructions
    Abstract

    Research problem: Most technical documents rely on a combination of text and visuals to communicate their messages. To achieve the desired effect of improved processing and comprehension of operating instructions, the text must guide readers in a clear way to the relevant visual information in order to avoid ambiguity and misinterpretation, and to ensure that the reader optimally benefits from the available information.Research questions: (1) How are textual and visual information combined in operating instructions in order to guide the user's attention precisely toward the relevant parts of a household appliance? (2) In what ways can ambiguity arise, and what kinds of strategies can be used to avoid miscommunication and conceptual problems? Literature review: Operating manuals are usually procedural instructions that tell the user how to set up an appliance, how to operate and maintain it, and how to solve any problems. The vast majority of operating instructions are multimodal in that they include visuals of some kind. But previous research has shown that visual representations of instructions can be just as difficult to interpret as textual instructions-especially if the visuals come without textual elaboration. A combination of text and visuals provides opportunities for taking advantage of both by balancing the other mode's limitations. Methodology: Our exploratory qualitative study of a small set of operating instructions identifies and classifies types of references to visuals in the documents, enriched by interviews with the technical writers of these manuals. Besides showing patterns of reference types, we examine the potential ambiguity of some types of references along with strategies to avoid communication failure. Results and conclusions: We identified 10 distinct ways in which links from text to visuals can be established. Line drawings were referred to more than visuals showing display content. The clarity of the link between text and visuals may be affected by the use of spatial expressions (such as left/right) that presuppose an underlying perspective, as well as by the use of semantic and functional information that is not readily accessible to laypersons. Ambiguity can be avoided by using clearly defined labels, specific perceptual information, and by repetition of visual elements in the text. Also, overspecification can be useful for enhancing communication. We conclude that technical writers need to attend to the links between text and visuals in order to support users effectively, avoiding ambiguity by purposeful strategies. Because our study is qualitative and analytic, implications are limited by the scope of our study, and by the lack of empirical user comprehension studies.

    doi:10.1109/tpc.2016.2517451

September 2015

  1. A Study of the Usefulness of Deploying a Questionnaire to Identify Cultural Dynamics Potentially Affecting a Content-Management Project
    Abstract

    Background: A content-management project that proceeds with an incomplete understanding of the views, reservations, agendas, and attitudes held by stakeholders could likely encounter problems in implementation. The vast majority of content-management implementation projects proceed with very little visibility into the cultural dynamics that will eventually play such a central role in determining the success or failure of the projects. This case study examines the usefulness of deploying a needs assessment questionnaire to gather qualitative data that could help content-management project leaders understand participant needs, attitudes, and perceptions, and that could potentially improve the implementation of content-management projects. Research questions: How might previously published research questions for assessing cultural dynamics be adapted for a questionnaire intended to gather input from participants in the early stages of the implementation of two separate content-management projects? What kinds of issues does the questionnaire elicit from participants? To what extent is the questionnaire useful in assessing content-management project participant needs and how might it be revised and adapted for other organizational contexts? Situating the case: Implementing a content-management project results in a change to organizational processes; careful attention to managing this change is essential to the success of the project. Specific change-management issues emphasized in literature that addresses organizational and technological change include organizational readiness, stakeholder input, communication of project goals and plans with stakeholders, and training and time to learn and practice new approaches to operations. Organizational culture-a set of beliefs and values that members of an company share in common-plays a role in implementations of technology. Assessing organizational climate and stakeholder values and attitudes-characteristics of organizational culture-as part of a change-management plan can ensure that the culture is addressed when implementing a content-management project. Methodology: This project consisted of three parts: designing a pilot questionnaire based on a previous published methodology for assessing cultural dynamics, conducting the questionnaire within two organizations implementing content-management systems, and assessing the extent to which the questionnaire was useful in the context of the content-management projects. Responses were analyzed using a Grounded Theory approach. About the case: We developed a cultural dynamics needs assessment questionnaire and deployed it within two organizations with the purpose of gathering data about the attitudes and perceptions of project participants toward the impending content-management system implementation. The questionnaires informed the implementations of content management as anticipated. Conclusions: A questionnaire can help understand the cultural dynamics impacting the adoption of new technologies and processes; this method can be included as part of an overall needs assessment for a content-management project. This study also confirms the merit of the research methodology followed; the questionnaire design elicited thoughtful responses from participants and the analysis approach illuminated insights that were then used to engage participants and modify project implementation plans. The constructive outcome of this study suggests the need for more empirical studies and field evaluation studies that build on this one.

    doi:10.1109/tpc.2016.2516638
  2. The Effect of CMS Technology on Writing Styles and Processes: Two Case Studies
    Abstract

    Background: When an organization decides to adopt a technology, such as a content-management system (CMS), the choice affects writing styles and processes, and conversely, writing styles affect the implementation of the technology. This case study compares and contrasts the experiences of writers in organizations that implemented different types of CMSs: a web CMS (WCMS) and a component CMS (CCMS), with a focus on the different types of training given to each group to facilitate the implementations. Research questions: (1) What are the dependencies between technology choices and the corollary editorial constraints that writers must consider in order to realize the benefits that the technology can bring? (2) What types of training are needed to ensure that writers become fully productive in a collaborative, structured-authoring environment? Situating the case: When adopting structured information technologies, such as CMS, organizations seek to reduce costs and improve efficiencies through the reuse and better management of content components, such as text and images, which can significantly reduce the costs of translation, reproduction, and maintenance of publications. Structured information technologies, such as a CMS, Extensible Markup Language (XML), and Darwin Information Technology Architecture (DITA) affect technical communicators by changing writing styles to a more structured, topic-based approach, by introducing new tools and concepts for authoring and publishing, and by requiring more involvement in the selection, use, and maintenance of the technologies. Previous efforts to address these issues through training include works by Critchlow, who addressed the use of database systems to address challenges in developing documentation in collaborative environments; Edgell, who related how technical communicators proposed a CMS-based documentation solution to a software firm; and Lanier, who described how one organization overcame the resistance to new structured information technologies by writers. Methodology: The case was studied as an experience report by one of this article's authors (Bailie), in which the organizations engaged a consultant during their CMS implementation projects. The observations are qualitative and reflect consulting engagements with two teams over a period of almost three years. About the case: A common problem in implementing CMSs is interdependencies between content structures, on which the technology depends, and the editorial changes required to ensure that the content is best structured to take full advantage of the capabilities of the technology chosen. This case describes a four-phase training process provided to two clients: one with several contributors to the content-management effort in a single location; the other with more than a dozen contributors in several locations. Each client received four phase of training: (1) theoretical training-understanding pertinent theories behind good content development; (2) application of theory-how to apply the theories to their workplace; (3) software training-learning the new software to produce the content; (4) production-support immediately following training, during implementation. The results of the training were to increase the skill levels of the writers to understand how to leverage content in powerful ways using sophisticated technology. Conclusions: Determine the production needed for the content when choosing a class of CMS to address those production needs. Afterwards, match the training of the writers to the complexity of the system. Content strategists, project managers, technical communicators, and others involved in implementing a CMS need to allow sufficient time and training for writers to adjust their skills to the new technology and the new processes and techniques required to effectively use them.

    doi:10.1109/tpc.2016.2516642
  3. Technical Communicators as Agents and Adopters of Change: A Case Study of the Implementation of an Early Content-Management System
    Abstract

    Background: This case study examines the implementation of an early single-source (the reuse across documents and projects of content stored in a database) content-management system among technical communicators and how they influenced the decision to adopt the technology. Research questions: (1) Why was a component content-management system developed and what was the process of its implementation? (2) How did technical communicators, functioning as both adopters and change agents, influence the new system's adoption? What affected their perceptions of agency during the implementation? Situating the case: Diffusion of Innovations Theory defines innovation adoption as a communication process that occurs over time. When participating as change agents in innovation diffusion, technical communicators are uniquely qualified to support technological change because they are skilled in making technologies accessible to users. Technical communicators can also be the recipients of change, particularly when organizations adopt new technologies, such as content-management systems. Given their expertise at the interface of technology and its users, technical communicators are well positioned to impact the adoption of content-management systems. Methodology: A single, retrospective instrumental case design examined the early 2000s' implementation of a single-source content-management system in the technical communication group of a global company. Surveys, interviews, and document analysis were used to examine the case over a six-year period About the case: A single-source system was adopted to contain costly increases in document cycle time resulting from: (1) customized production of complex and varied products and (2) new European Union regulations requiring all product documentation written in the national language at the point of sale. The system stored product information in a central repository as numbered modules that could be reused in future deliverables. Doing so brought greater continuity to authoring, translation, and publication of content. The system eliminated retranslation of information and automatically recorded and applied any subsequent changes to all affected documents. Technical communicators functioned as change agents and adopters during the system's implementation. Technical communicators in the organization had the choice to adopt the system, and adoption rates varied among staff members. Despite preparation for possible resistance, several staff initially rejected the new system. Those who adopted it did so quickly and created a shared meaning about the system with change agents, a meaning not shared with resistors. The decision of whether to adopt was influenced by perceptions of the innovation and of agency (positive and negative) about the change agents. Conclusions: A pro-innovation bias can impede the creation of shared meaning between change agents and adopters. Emphasizing technical knowledge about the innovation over persuasive elements of empathy for the uncertainty it produces and identity of what it means to be a writer can also stifle adoption. As change agents, technical communicators influence adoption through their rhetorical understanding of situation and capacity for establishing contexts that allow for the construction of shared meaning between change agents and potential adopters. Also, a perceived lack of decisive leadership or a champion for the change risks restricting the power of change agents to influence adoption and can create a space for protracted resistance to it.

    doi:10.1109/tpc.2016.2516618

June 2015

  1. Social Media and Multinational Corporations’ Corporate Social Responsibility in China: The Case of ConocoPhillips Oil Spill Incident
    Abstract

    Research problem: The study attempts to study how an empowered Chinese public coped with and interpreted the environmental crisis of the ConocoPhillips oil spill and how ConocoPhillips reacted to the growing influence of social media. Research questions: In what ways did the Chinese public exercise its new power through social media in addressing the ConocoPhillips Oil Spill Incident? How did a multinational company like ConocoPhillips act during the crisis and react to the voices of the public through new media? Literature review: Social media has caused a power shift in China by allowing the ordinary Chinese public who used to be the silent majority to expose scandals and express their opinions about crises with greater freedom. At the same time, pressure is growing on corporations to exercise social responsibility, through responding to economic, legal, ethical, and discretionary expectations that society has. Stakeholder theory indicates that only by meeting the needs and expectations of the individuals and groups who can affect or are affected by the firm's objectives can a firm survive and succeed. In developing countries, corporate social responsibility is characterized by a lack of systematic and institutionalized approach, with stakeholders, such as the public and community, being neglected for a long time. Methodology: Researchers conducted a thematic analysis of 932 microblog and blog entries about the ConocoPhillips Oil Spill Incident in China that were published on leading Chinese social media websites between June 2011 to February 2013. Results and discussion: The study found that the oil spill sparked an uproar of anger and criticism in the Chinese online community. Most posts on microblogs and blogs engaged in finding the causes and laying the blame for the oil spill. The overwhelming majority of the Chinese public attributed the crisis to the faulty laws and inaction on the part of the Chinese government regulators, to ConocoPhillips, and the Chinese joint venture partner China National Offshore Oil Corporation's failure to undertake due responsibilities. In response to mounting online criticisms, ConocoPhillips exhibited little interest in engaging with the Chinese public and showed poor communication in terms of Corporate Social Responsibility (CSR). The study's theoretical contribution lies in combining CSR and Stakeholder theory with Discourse Power theory. Practical implications to multinational corporations seeking long-term business development in the developing country contexts, such as China, are that managers need to engage in responsive listening, actively participate in online conversations, and constantly scan the social media environment to manage its relations with the general public. Particularly, firms experiencing crises can gain the public's emotional support by communicating emotion-laden messages through social media.

    doi:10.1109/tpc.2015.2433071

March 2015

  1. Reasons for Using English or the Local Language in the Genre of Job Advertisements: Insights From Interviews With Dutch Job Ad Designers
    Abstract

    Research problem: This study provides insight into practitioners' reasons for choosing a particular language (English versus the local language) in the genre of job ads in countries where English is a foreign language (EFL countries). Scholarly publications and public discourse have suggested reasons for language choice, but these were not based on the perspectives of practitioners. Research questions: (1) What reasons do Dutch job ad writers give for using all-English, all-Dutch, or partly English ads and what genre factors inform these reasons? (2) To what extent do the reasons given by Dutch job ad makers for using all-English,P all-Dutch, or partly English ads complement reasons mentioned in publications on job ads? Literature review: Genre theory identifies three factors as important determinants of genre: contextual factors (such as characteristics of the organization and the sector in which the genre is produced), reader-writer factors (characteristics of the genre's target audience and author), and textual factors (the genre's content, structure, and wording). The reasons mentioned for the use of all-English job ads are that English is the organization's corporate language and that the organization is looking for English-speaking candidates. The reasons given for the use of job ads in the local language are that English is less clear than the local language and that English words are strange and exaggerated compared to equivalents in the local language. Among the reasons mentioned for the use of partly English job ads are that English words attract more attention than equivalents in the local language and that English job titles sound more modern and have more status than equivalent job titles in the local language. Methodology: In this qualitative study, we conducted 25 interviews with practitioners who designed job ads in the Netherlands, selected because they had recently placed an all-English, an all-Dutch, or a partly English job ad in a Dutch newspaper. They were asked an open-ended question about their reasons behind the language used in the job ad they placed. Interview data were labelled and categorized; subsequently, patterns were identified across categories. Results and conclusions: The interviews showed that all three types of genre factors-contextual, reader-writer, and textual-underlie practitioners' language choices. Practitioners mentioned the same types of factors that were mentioned in publications on job ads, but gave a greater variety of reasons for language choice. Of the reasons mentioned by the practitioners, the large majority were not given in publications. These findings underline the importance of obtaining text producers' perspectives and can be used to sensitize both novice and experienced professional Human Resources writers to the relevance of genre factors in language choice. A limitation of the present study is that the desired effects of language choice mentioned by the respondents were not verified with the target group of the job ads. Therefore, future research on language choice in workplace writing should test whether particular language choices in job ads actually achieve the recruitment effects Human Resource Manager professionals expect.

    doi:10.1109/tpc.2015.2423351
  2. Remaking the Pitch: Reuse Strategies in Entrepreneurs’ Pitch Decks
    Abstract

    Research problem: Examines how Korean entrepreneurs in an entrepreneurship program revised their English-language slide decks for their competitive presentations (“pitches”) by reusing content from professional communication genres, including their own documents and feedback from potential stakeholders in their target markets. Research question: As entrepreneurs learn to pitch ideas to unfamiliar markets, how do they revise their slide decks by reusing content from other professional communication genres? Specifically, what strategies do they follow when reusing content? Literature review: The professional communication literature demonstrates that reuse tends to take place in documentation cycles where documents are set in interaction with each other and that reuse itself involves rhetorical choices. Yet such reuse strategies have not been examined in existing studies of entrepreneurial pitches in marketing and technology commercialization. Methodology: In an exploratory qualitative study, researchers textually analyzed 14 sets of five related document genres in the archives of an entrepreneurship program. These genres represented a full cycle of activity: application to the program, initial pitches, initial feedback from program personnel, detailed feedback from representative stakeholders in the target market, and revised pitches. Interviews and surveys of program personnel further contextualize the data. Results and conclusions: Entrepreneurs reused content from professional communication genres, including those that they had generated as well as those generated by market stakeholders. However, reuse went simply beyond accepting and copying feedback; as they learned to make their pitch arguments, these entrepreneurs had to weigh this feedback and engage with it critically. This reuse can be characterized as Accepting (repeating verbatim or in close paraphrase); Continuing (extending lines of argument); and Resisting (rebutting lines of argument). These findings suggest that entrepreneurs need all three strategies as they refine their pitches for their target markets.

    doi:10.1109/tpc.2015.2415277

December 2014

  1. Where Did We Come From and Where Are We Going? Examining Authorship Characteristics in Technical Communication Research
    Abstract

    This study explores the characteristics of authors who have published in technical communication journals between 2008 and 2012 to generate insights into who is actively contributing to scholarship in the field. These insights drive a broader discussion regarding programmatic implications and interdisciplinary approaches to research. Research questions: (1) Who is publishing in technical communication journals? In which departments are they housed and in which departments did they receive their Ph.D. training? (2) What relationship exists between an author's departments (current and Ph.D.) and the publication venues he or she chooses? (3) What relationship exists between an author's department (current and Ph.D.) and the type of research he or she produces? (4) What relationship exists between an author's department (current and Ph.D.) and collaboratively authored articles? Also, is there a relationship between doctoral training outside the US and collaboratively authored articles? (5) Among authors with Ph.D.'s in technical communication, is there a relationship between doctoral program and research output (collaboratively authored articles and research method)? Literature review: All disciplines, especially maturing disciplines, must examine and evaluate the research its scholars produce in order to identify trends that signal growth and areas that require additional growth. Previous research indicates that departments in which people trained and where they work influence the research profiles of individuals, and by extension, the field. This is particularly true in technical communication, whose research features a plurality of methods, a positive attribute of the field. However, an uneven distribution of research methods used in the field also presents potential areas for growth. Methodology: A data set of 674 authors who have published in the IEEE Transactions on Professional Communication (TPC), Technical Communication Quarterly, and Journal of Business and Technical Communication (JBTC), between 2008 and 2012 was coded for current department, Ph.D. department, department with a technical communication degree program, research method, and collaboratively authored articles. Data were analyzed using contingency table analysis and correspondence analysis. Results and discussion: Authors from English departments constitute nearly 30% of the sample; authors from information systems and technology departments and management, business, and economics departments made up more than 20% of the total sample. A little over 20% of the sample received a Ph.D. degree in technical communication. Authors from information systems and technology departments and management, business, and economics departments are highly associated with TPC. Authors from English departments and writing departments were associated with TCQ and JBTC. TC is associated with authors from education departments and human-centered design departments. Authors from information systems and technology departments and management, business, and economics departments were associated with surveys and experiments. Authors from English departments were associated with case study and mixed methods research. Non-US authors and ones from engineering, computer science, linguistics, information systems and technology, and management, business, and economics departments were all highly associated with collaboratively authored articles. These results provide insights into which disciplines are most influential and opportunities to consider the approaches and training of our diverse population of scholars in an effort to build a cohesive body of research. The results are limited by the time frame of the study, and future studies could examine a more extensive sample to examine shifts in authorship characteristics over time.

    doi:10.1109/tpc.2014.2363892
  2. Factors That Enable and Challenge International Engineering Communication: A Case Study of a United States/British Design Team
    Abstract

    Research problem: In recent years, many businesses have become involved in internationalized projects, yet understanding the dynamics of engineering communication in virtual dispersed teams is limited. Research questions: How do the factors mentioned in the literature function in an international engineering project? Are there factors that enhance or constrain the work in an engineering setting that are not mentioned in previous studies? Literature review: Existing knowledge on the contextual factors that affect virtual international professional communication is mainly built on the study of the communication practices of students or business professionals who are not engineers. Results of that literature have identified factors that enhance communication for dispersed virtual teams (which include cross-cultural training, using appropriate communication technology, face-to-face communication opportunities, respect for partners, regularly scheduled meetings, a common language, a common discipline, and cross-cultural understandings though popular media). There are factors that challenge communication for dispersed virtual teams (which include differing cultural assumptions, differing cultural communication styles, US Government export control regulations, proximity and time issues, and differing levels of perceived power and influence). Methodology: This study involved observing international engineer meetings in the US and the UK and interviewing 19 engineers leading an international design team. The participants worked for the same international company with about half from the US and half in Great Britain. Results and discussion: Many of the factors identified in general professional communication studies held true for this context. But some features were unique to an engineering environment that the literature had not previously mentioned, including iplanning for and working with intercultural dispersed virtual engineering teams and that people need to consider many complexities of culture that affect communication practices. Because this study observed one team in the context of only two cultures, future research may determine whether these factors are more widely found in other teams, workplaces, and cultures. Future research may also determine the relative levels of influence of the contextual factors on international dispersed virtual engineering teams. In addition, the study of engineers learning to communicate in international settings may be illuminating.

    doi:10.1109/tpc.2014.2363893

September 2014

  1. Making the Pitch: Examining Dialogue and Revisions in Entrepreneurs' Pitch Decks
    Abstract

    Research problem: The question: How Korean entrepreneurs in an entrepreneurship program revised their slide decks for their presentations (“pitches”) in response to professional communication genres representing feedback from potential stakeholders in their target markets is examined. Research questions: As entrepreneurs learn to pitch ideas to unfamiliar markets, how do they revise their slide decks for their pitches when interacting with other professional communication genres that represent the concerns of market stakeholders? Specifically, what changes do entrepreneurs make to the claims, evidence, and complexity of arguments in their pitches? Literature review: The professional communication literature demonstrates that the revision process tends to take place in documentation cycles where documents are set in interaction with each other. Yet such revision processes are not studied in detail in existing studies of entrepreneurial pitches in marketing and technology commercialization. Methodology: In this exploratory qualitative study, researchers textually analyzed 14 sets of five related document genres in the archives of an entrepreneurship program. These genres represented a full cycle of activity: application to the program, initial pitches, initial feedback from program personnel, detailed feedback from representative stakeholders in the target market, and revised pitches. Interviews and surveys of program personnel further contextualize the data. Results and conclusions: Entrepreneurs revised their claims and evidence based on their dialogue with their target market. Some of the entrepreneurs altered their slides to make more complex arguments rebutting stakeholders' concerns. These findings suggest that entrepreneurs engage in dialogue with their target markets, but their engagement tends to be guided by tacit, situated experience rather than through an explicit, systematized approach.

    doi:10.1109/tpc.2014.2342354

December 2013

  1. Enhancing Team Performance Through Tool Use: How Critical Technology-Related Issues Influence the Performance of Virtual Project Teams
    Abstract

    Research problem: The project management of virtual teams differs from that of traditional ones. Traditional project risks, such as complexity, the uncertainty of factors influencing the project, and the high interdependency of project tasks must be managed alongside changed temporal, geographic, and cultural dimensions. Only a few studies have investigated the effect of critical technological issues, such as wrong tool selection or limited internet access on performance as well as team and team member satisfaction in virtual work settings. Research questions: How do critical technology-related issues concerning the selection and use of web-based tools influence the performance and satisfaction of virtual project teams? Literature review: Instead of categorizing virtual teams as a type of team that contrasts with traditional or face-to-face teams, the focus has shifted to virtualness as a characteristic present in all teams. Project teamwork is often integrated in university degree programs in order to prepare students appropriately for real-life projects. While these student teams are often not geographically spread across countries, they have a high degree of virtualness because of their diverse team composition, the necessity for working at different places, and the limited face-to-face meeting opportunities. Performance, effectiveness, and satisfaction are central issues in the evaluation and measurement of project teams: Team performance is often evaluated on the basis of acceptance of a specified output by a customer. Through specific mediating processes, team performance can alternatively be assessed by inquiring the team's perception on their performance. Effectiveness can be defined as the achievement of clear goals and objectives and it is often related to the team's performance. Finally, satisfaction can be defined as having three dimensions-satisfaction with the team, the satisfaction of meeting customer needs, and general satisfaction with extrinsic rewards and work. Technology use is substantial for distributed teamwork and can be assessed by the extent to which it supports communication, collaboration, and project-management tasks. Methodology: Fifteen teams were observed and interviewed over a two-year period. The resulting data were analyzed using a Grounded Theory approach, which revealed how the selection and use of tools for communication, collaboration, and project management in the different project activities influenced the team's performance. Results and conclusions: Our results contribute to practice by providing a number of guidelines for the management of virtual teams as well as knowledge required by companies wishing to launch projects with virtual teams. Differing performances of teams can, in many cases, be attributed to such conditions as: internet availability and bandwidth; lack of training for certain tools; the selection and appropriate use of tools; integrated tool support for task management; as well as the promotion of transparency about progress made. It was found that restrictions in internet access of even a single member within a team limited the team's technological choices, which affected the team's performance.

    doi:10.1109/tpc.2013.2287571
  2. Rhetorical Appeals of Professional Designers in Decision-Making Sessions
    Abstract

    Research problem: No study has observed the argumentative choices and appeals used by professional designers to support their claims as they engage in decision-making sessions. In particular, we do not know how user-derived data are applied by professional designers in their decision-making arguments. Research questions: (1) What kinds of evidence and appeals do advocates of user-centered design use when supporting claims within design decision-making sessions? (2) How do evidence and appeals used by professional designers compare to evidence and appeals used by previously studied novice designers? Literature review: Previous research of user-centered design that also incorporates data-driven personas has concluded that while some observed groups dedicated to user-centered design see personas as a way to further improve upon user-centered design methods, personas rarely become an integrated part of the design process and are often not incorporated in recommended ways. Prior research of decision-making within the design process has concluded that decision-making is a highly variable, but often deeply collaborative activity that can be assessed through a variety of argumentative lenses, including the Toulmin model of argument. Methodology: In this case study, a one-week, onsite exploratory observation was conducted in the workplace of professional designers. All meetings were recorded and subsequently transcribed. Postobservation interviews were also conducted with the participants. A discourse-based analysis was conducted on the transcriptions to identify the various types of rhetorical appeals and evidence used by the designers during their decision-making meetings. Results and conclusions: This onsite observation found that this particular group of designers supported about 50% of their claims with evidence, with 5.1% of the evidence in support of a claim referencing user data, and 33.4% of evidence in support of a claim referencing the designer's own opinion. These results suggest, among other things, that personas (the key user-centered design tool used by the observed group) are perhaps not necessarily a helpful rhetorical tool for persuasion in decision-making meetings, that designers who conduct user research are more likely to reference user data in support of claims, that these designers might have a broad notion of what constitutes user data, and that prior experience can serve as a powerful persuasive force. In addition, appeals to user data were the least common type of appeal employed by the novice and professional designers. However, this exploratory study is limited by the condensed observation time and its single group of designers. Future studies may use the methodology established here to explore the uses of evidence of additional groups.

    doi:10.1109/tpc.2013.2286224

June 2013

  1. Professional Virtual Worlds Supporting Computer-Mediated Communication, Collaboration, and Learning in Geographically Distributed Contexts
    Abstract

    Research problem: Although much research exists on virtual worlds, very few studies focus on professional virtual worlds used for working in a global setting. Research questions: (1) How do global managers currently use and experience professional virtual worlds (Virtual Worlds) as a communication media for global work? and (2) How do these Virtual Worlds support global and professional communication in a geographically distributed context? Literature review: We reviewed Virtual World literature in the area of social sciences, education, and games. Little research has been conducted on Virtual Worlds for workgroups. But those studies support the assumption that Virtual Worlds are suitable for global distributed work as a collaboration and communication medium. Methodology: With an explorative and qualitative interview research approach, we conducted 47 semi-structured interviews with virtual world vendors, researchers, and managers using virtual worlds in their work. Data were analyzed based on Grounded Theory Analysis methods. Results and conclusions: The results show four different use cases applied for professional Virtual Worlds: small team meetings, trainings, community building, and conferences. Furthermore, our findings confirm Virtual World literature that states that the professional Virtual World as a communication and collaboration tool supports geographically distributed work as well as visualization and learning in a global context.

    doi:10.1109/tpc.2012.2237256
  2. A User-Centered Design Approach to Self-Service Ticket Vending Machines
    Abstract

    Since their introduction, self-service ticket vending machines (TVMs) have become an increasingly important distribution channel in the public transport sector, progressively replacing the traditional ticket counter. In a public transport setting, where ticket counter closures have left different groups of people dependent on TVM to meet their mobility needs, a single, effective system is required. Research questions: (1) Which barriers do currently hinder the usage of TVM? (2) Which requirements should a barrier-free TVM fulfill? (3) How can we design a new self-service TVM for a nationwide public railway company? (4) How can we ensure that the usability and user experience (UX) is high for all users, especially for those with low levels of technological affinity? Situating the case: Most other studies on the use and usability of TVMs were conducted as post-hoc evaluations. In contrast, our case study presents a user-centered design (UCD) approach that takes the needs of the different target groups into account throughout the whole development process. Theories and concepts that guided the case included UCD, which involves alternating test and evaluation loops that actively involve users to create a usable product and UX, which describes the quality of the experience a person has when interacting with a specific computer system using a specific interaction technique. Methodology: More than 250 participants were involved in focus groups, observations, interviews, and experiments from the very first stages of development. Interface designs were presented to the future end users to obtain their feedback, with the results fed back into the design process. About the case: A prototype for a novel generation of TVM was developed in three phases: First, the context of use was analyzed. In the second phase, we conducted a requirements analysis. Third, different hardware and software interaction designs were iteratively tested and evaluated. The resulting prototype met the requirements of most user groups, though further adjustments are necessary. Conclusions: The UCD approach proved to be a valuable framework for the development and design of self-service systems.

    doi:10.1109/tpc.2013.2257213
  3. Improving User Experience for Passenger Information Systems. Prototypes and Reference Objects
    Abstract

    Research problem: This study explores how established patterns, means, and services influence the users' first experience when encountering a novel self-service application. The application (DB Cairo) is a passenger information system for public transportation running on mobile phones. Research questions: Is the users' first experience with the application influenced by established communicative patterns, means, and services? Are they used as reference objects? Which attributes of the application are relevant? Is there a leading reference object (prototype)? Do reference objects vary depending on the personal factors age and gender? Literature review: Little is known about user experience in first contact situations regarding passenger information systems. For our investigations, we used a theoretical framework combining Linguistic Evaluation Theory, Prototype Theory, and Linguistic Genre Theory: Evaluations are regarded as an integral part of user experience. Evaluation is conceptualized as an act where a subject evaluates an object with a certain purpose at a certain time by comparing it with other objects. Every object has various attributes-some are relevant for the evaluation, and others are not. Communication quality is seen as a crucial complex attribute for the evaluation of communicative applications. Methodology: We conducted a qualitative study: Data from two user test series (n = 12)with thinking-aloud protocols and retrospective interviews were analyzed with qualitative content analysis procedures. The participants were male and female, age 25-35 or 55-65, mobile-phone users, and multimodal travellers. The tests were conducted in a laboratory with a computer-based mobile-phone emulator. Results and conclusions: Results show that the participants explore the application by comparing its attributes with attributes of reference objects. Reference objects vary depending on attributes of the application. Regarding topic-related attributes, participants rely on established artifacts, which form a topic-related multimedia network. Within this network, the website of German Railways functions as prototype. Age- and gender-specific differences were not detected. The findings indicate that research into user experience and development practice could benefit from reconstructing and analyzing topic-related artifacts. Limitations of the study were a small sample size, the test location, and environment. Future challenges are the investigation of influencing factors and the development of new methods/tools for data collection infield studies.

    doi:10.1109/tpc.2013.2257211

September 2012

  1. Intercultural Communication Training in IT Outsourcing Companies in India: A Case Study
    Abstract

    This study examines the nature, manifestations and causes of communication problems in international outsourcing engagements. Specifically, it explores a case of business process outsourcing (BPO), which is the transfer of a number of business processes, such as payroll, supply chain management, and customer relations to an external supplier. In this case, a company based in the US outsourced its business processes to a company in India. (1) If widespread proficiency in English is the reason for India's predominant position in outsourcing, then why do we hear about communication problems? (2) What are the causes of such problems? (3) In what forms and situations do they manifest? (4) How could technical communication offer solutions to ameliorate or minimize some of these communication problems? Similar cases studied include previous studies of call centers in the Philippines and outsourcing relationships in software companies have identified challenges in those relationships to problems of intercultural communications, such as language use and differences in culture. Three areas of inquiry informed this study. Intercultural communication theories provide frameworks and touch points for assessing the role of culture in communication. Previous studies of outsourcing and offshoring provided definitions of the broad range of arrangements that comprise outsourcing. Although these studies all concluded that communication is a crucial factor in the success of outsourced projects, they offered few details of communication problems, their causes, manifestations, and possible solutions. Accounts of India represent India as a rapidly-growing, dynamic economy with certain typical communication problems. The study was designed as a mixed-methods, single-case study with a mix of quantitative and qualitative methods. Quantitative data were gathered through surveys that helped develop a picture of patterns in areas such as communication problems, preferred methods of communication, and patterns of escalation while qualitative data from 45 personal interviews and one group interview provided insights into the nature and resolution of communication dissonances. The case studied ABC Corporation, a captive Indian company that performed BPO for a major American corporation. Communication problems that arise in the outsourcing relationship include differences in corporate culture and differences in linguistic and rhetorical choices. Issues causing these problems include differences in education and training. Ongoing training in cross-cultural communication is needed at all stages of the outsourcing cycle, with an emphasis on communication skills in the early stages of the process, especially the hiring stage. Technical communication can offer solutions to these problems because our field can help structure suitable training applying theories such as Cross' Theory of centripetal and centrifugal forces, which provide frameworks for assessing and addressing communication problems.

    doi:10.1109/tpc.2012.2207834
  2. Combining Concurrent Think-Aloud Protocols and Eye-Tracking Observations: An Analysis of Verbalizations and Silences
    Abstract

    Research problem: Concurrent think-aloud (CTA) protocols are one of the dominant approaches of usability testing. However, there is still debate about the validity of the method, partly focusing on the usefulness and exhaustiveness of participants' verbalizations. The rise of eye-tracking technology sheds new light on this discussion, as participants' working processes can now be observed in more detail. Research questions: (1) What kinds of verbalizations do participants produce, and how do they relate to the information that can be directly observed using eye tracking? (2) What do eye movements reveal about cognitive processes at times when participants stop verbalizing? Literature review: Our study replicates an earlier study by Cooke (2010), who used a combination of CTA protocols and eye tracking in a small sample with experienced and highly educated participants to investigate the validity of CTA. Cooke's results suggest that the additional value of participants' verbalizations is limited: at least 77% of the verbalizations referred to things that could be easily observed with eye tracking. Methodology: We conducted a study in which 60 participants with different characteristics performed tasks on informational websites. During their task performance, they verbalized their thoughts, and simultaneously their eye movements were measured. The resulting think-aloud protocols were divided in verbalization units, which were coded into content types. Silences were registered, and eye movements during these silences were analyzed. Results and discussion: We found a different distribution of verbalization types than Cooke (2010) reported, with far more verbalizations where participants formulated doubts, judgments on the website, or expressions of frustration. In our study, verbalizations provided a substantial contribution in addition to the directly observable user problems. We measured a rather high percentage of silences (27%), during which participants most often were scanning pages for information. During these silences, interesting observations could be made about users' processes and obstacles on the website. The implication of our study is that we now have a better understanding of the types of verbalizations that a CTA evaluation might generate. Further, we know that relevant usability observations can be made during silences. A limitation is that we do not know yet the influence of specific characteristics of the evaluation setting on the types of verbalizations and silences. Future research should focus on the influence of evaluation settings on the outcomes of an evaluation, in particular, the influence of characteristics of the participants who are involved in the study.

    doi:10.1109/tpc.2012.2206190

June 2012

  1. Different Approaches to Similar Challenges: An Analysis of the Occupational Cultures of the Disciplines of Technical Communication and Training Tutorial
    Abstract

    Problem: Perhaps it is presumptuous of technical communicators to assume that, because some of their skills that might be employed in developing and delivering training materials, that those skills alone are qualifications to work in training, much less the source by which the processes of Training might be examined. Using data from one survey and one interview-based study of the work of Technical communication and Training groups, as well as participation on committees responsible for certification examinations for technical communicators and trainers, this tutorial analyzes differences in the occupational cultures of the two fields. Key concepts: The work differs: technical communicators produce content that explains how to perform tasks; trainers produce programs that develop skills that a third party can verify. To do so, technical communicators follow a process that emphasizes writing and production; trainers follow a process that emphasizes the analysis of intended goals and evaluation of whether those goals have been achieved. The guiding philosophy of Technical communication is usability; the guiding philosophy of Training is performance. Although both disciplines are rooted in cognitive psychology, the primary intellectual roots of Technical communication are in rhetoric and composition, while the primary intellectual roots are in education. The preferred research methods of Technical communication are critical; the preferred research methods of trainers are empirical qualitative and quantitative methods. Key lessons: As a result, Technical communication professionals and researchers who want to work in training should approach the field in a culturally appropriate way by (1) recognizing distinctions between a communication product and a training program, (2) recognizing distinctions in work processes, (3) recognizing distinctions in language, (4) recognizing differences in values, and (5) acknowledging that an academic discipline of training exists.

    doi:10.1109/tpc.2012.2194601
  2. Facilitating Knowledge Sharing Through a Boundary Spanner
    Abstract

    Research problem: The purpose of the study was to explore how a boundary spanner can successfully facilitate knowledge sharing across functional and geographical boundaries. The main research questions are: (1) Does matching the complexity of knowledge boundary with the knowledge-sharing process lead to successful knowledge sharing? and (2) What are the key factors that influence a boundary spanner when deciding how to facilitate the knowledge sharing across functional and location boundaries? Literature review: The purpose of the literature review was to better understand the existing knowledge-sharing frameworks. Finding no framework that can directly address the research problem, the researchers decided to build on the closest one which is a framework for knowledge sharing across functional boundaries. By not taking into consideration knowledge sharing across location boundaries, the framework assumes collocated and synchronous knowledge-sharing interaction. To understand the potential supporting media for knowledge-sharing interaction across functional and geographical boundaries, the researchers consulted the Media Naturalness Theory. Media naturalness is the ability of the media to support a sense of collocated and synchronous interaction. Methodology: The researchers conducted a qualitative exploratory case study in the IT department of a Fortune 500 multinational finance company. Researchers selected a boundary spanner and observed her facilitation of knowledge-sharing interactions for four months. A total of 78 knowledge-sharing interaction logs were collected during the period of observation from five data sources: wiki, email, instant messaging, teleconference, and face-to-face interactions. Data analysis was carried out through template coding. Results and discussion: The researchers found that matching the knowledge boundary with the knowledge-sharing process is an essential yet insufficient condition for successful knowledge sharing. A boundary spanner should also pay attention to the boundary objects and media used to support the knowledge-sharing interaction. Spatial dispersion and knowledge commonality between the source/recipient and boundary spanner affected the media selection which, in turn, influenced the selection of the boundary objects. The implication of the study is that there are three important factors that the boundary spanner should consider when deciding how to facilitate knowledge sharing (i.e., knowledge boundary, spatial dispersion, and knowledge commonality). The main limitations of the study were the relatively short observation period of the knowledge-sharing interactions via a boundary spanner. Future research should quantitatively validate the proposed optimal knowledge-sharing designs to test the generalizability of the findings with a survey and profile deviation analysis.

    doi:10.1109/tpc.2012.2188590

September 2011

  1. Qualitative Research in Technical Communication (Conklin, J. and Hayhoe, G.F., Eds.; 2011) [Book Review]
    doi:10.1109/tpc.2011.2159641
  2. Challenges to Project-based Computer-Assisted Language Learning (CALL) for Professional Communication in China
    Abstract

    This paper reports on a 10-year case study at a Chinese university of a faculty team's attempt to develop and disseminate a project-based computer-assisted language learning (CALL) program for professional communication. The discussion focuses on three main challenges (professional/academic values, pedagogical philosophy, and institutional culture) to expand a project-based CALL program at this university. Based on the findings, this paper discusses how the implementation of project-based CALL for professional communication needs to be founded upon a good understanding of China's sociocultural contexts and how it might be tailored in order to be more responsive to the local university context. This paper concludes by suggesting a path that practitioners might take in light of these circumstances and challenges.

    doi:10.1109/tpc.2011.2161798
  3. A Genre in the Making—A Grounded Theory Explanation of the Cultural Factors in Current Resume Writing in China
    Abstract

    Little research has been done to explore the status of business genres in China. The present study explores the evolution of genre of resume writing in China using a grounded theory approach. This study examines the rhetorical patterns and persuasive strategies employed in resume writing in different periods in China and reveals how these changes are related to historical, social, and economic contexts in China, especially from 1979 to 2010, as well as impacts of global contexts on Chinese resume writing. This study characterizes resume writing in China and relates these features to cultural motives and cultural contexts. It concludes that current resume writing practice in China shows a glocal trend.

    doi:10.1109/tpc.2011.2163354

June 2011

  1. Using the Dialogic Communication Model to Teach Students to Write a Report Introduction Tutorial
    Abstract

    This paper presents the use of the dialogic communication model to teach students how to write a report introduction. In the case study presented, the students engaged in discussions and reflections regarding the contextual complexities in the writers' and readers' organizational environments, which helped them adapt their writing to their readers' needs and thought processes. The thinking process that students go through in making their writing more reader centered using this model could be a useful springboard to help students adopt the thinking processes of professional engineers.

    doi:10.1109/tpc.2011.2121810
  2. Envisioning Collaboration: Group Verbal-Visual Composing in a System of Creativity (Cross, G.A.; 2011) [Book Review]
    Abstract

    In this text, the author investigates the creative processes between authors and authors. The author states that he is interested in verbal-visual collaboration because the increased visual nature of communication necessitates the collaboration between those specializing in visual communication and those specializing in verbal communication. This work will be of particular interest to theorists as well as instructors in graphic design, professional communication, as well as rhetoric and composition and those studying ethnographic methodologies.

    doi:10.1109/tpc.2011.2130130

March 2011

  1. Using NVivo to Answer the Challenges of Qualitative Research in Professional Communication: Benefits and Best Practices Tutorial
    Abstract

    Recent updates in qualitative data-analysis software have provided the qualitative researcher in professional communication with powerful tools to assist in the research process. In this tutorial, we provide a brief overview of what software choices are available and discuss features of NVivo, one prominent choice. We then use our experiences with the software to discuss how it enhances three specific dimensions of our research: efficiency, multiplicity, and transparency. We end with a compilation of best practices for using the software.

    doi:10.1109/tpc.2009.2036896

December 2010

  1. Miscommunication in International Virtual Workplaces: A Report on a Multicase Study
    Abstract

    What factors seem to cause miscommunication in international virtual workplaces? The research reported here seeks to respond to this question with a multicase study of 22 employees from three different types of international organizations. Interview data indicate that participants in this study emphasized the practical, day-to-day challenges of virtual workplaces; few of them had given thought to broader theories that might account for challenges-theories that are often presented in the literature of computer-mediated communication (CMC). In addition, participants in this study emphasized different factors than did CMC literature as most significant to causing miscommunication in international virtual workplaces.

    doi:10.1109/tpc.2010.2077430

September 2010

  1. Editorial: Technical Communication and Usability Studies
    Abstract

    This special section highlights the efforts of technical communicators to innovate new approaches for postmodern usability. Redish provides an invaluable historical overview of where we have been, and she also addresses where we might be headed as technical communicators engaged in shaping usability studies. Cooke presents a mixed-methods approach for data analysis, leaning on a mixture of eye tracking and concurrent think-aloud protocol. Finally, Kase, Zhang, Carroll, and Rosson offer a pattern-based approach as an alternative method for investigating sustainable strategies of information-technology learning.

    doi:10.1109/tpc.2010.2052860
  2. Synthesizing IT Case Studies of Nonprofits Using a Multiple-Level Patterns-Based Framework
    Abstract

    To better understand how individuals, groups, and organizations can use information systems more effectively, a research approach closer to the level of social interchange is required. A multiple-level, sustainable, information-technology (IT) learning framework, rooted in patterns of practice and constructed by participatory action research, offers an alternative methodology for investigating sustainable strategies of IT learning. The framework evolved from concrete instances of IT learning across organizational case studies. A patterns-based analysis of the ethnographic data enabled the examination of informal IT learning in community contexts and the identification of IT interventions more likely to produce successful learning outcomes.

    doi:10.1109/tpc.2010.2052858
  3. Towards a Pedagogy of Relational Space and Trust: Analyzing Distributed Collaboration Using Discourse and Speech Act Analysis
    Abstract

    Distributed work is an increasingly common phenomenon in a number of technical and professional settings, and the complexity of this work requires high degrees of knowledge sharing and integration that move beyond assembly-line approaches to collaboration. Since participants in distributed-work settings rely almost exclusively on written and spoken language to mediate their collaborative relationships, professional communication faculty need educational approaches that empower students with language practices designed specifically to support effective teaming in these complex environments. To address this need, we employ discourse analysis and Speech Act Theory to identify these language practices in a case study of two cohorts of distributed, interdisciplinary, and cross-cultural student teams. The findings show correlations between language practices and successful collaboration. These correlations have significant implications for teaching and practice.

    doi:10.1109/tpc.2010.2052857
  4. Assessing Concurrent Think-Aloud Protocol as a Usability Test Method: A Technical Communication Approach
    Abstract

    Concurrent think-aloud protocol (CTA) is often used in usability test settings to gain insight into participants' thoughts during their task performances. This study adds to a growing body of research within technical communication that addresses the use of think-aloud protocols in usability test settings. The eye movements and verbalizations of 10 participants were recorded as they searched for information on a website. The analysis of transcripts and real-time eye movement showed that CTA is an accurate data-collection method. The researcher found that the majority of user verbalizations in the study included words, phrases, and sentences that users read from the screen. Silence and verbal fillers that occurred during CTA enabled users to assess and process information during their searches. This study demonstrates the value technical communicators add to the study of usability test methods, and the paper recommends future avenues of research.

    doi:10.1109/tpc.2010.2052859

March 2010

  1. Rubric Use in Technical Communication: Exploring the Process of Creating Valid and Reliable Assessment Tools
    Abstract

    Assessing the quality of student efforts and products is a continual necessity for academics and practitioners in technical communication; however, the process of constructing valid and reliable rubrics remains an underexplored topic in the field. This paper first addresses some of the assessment concerns and then describes a case study that documents the development and implementation of one holistic and five analytic rubrics to evaluate undergraduate projects. The discussion focuses on identifying site-specific criteria and training effective raters and is intended to help academics respond to their required accreditation mandates and offer practitioners alternatives for evaluating products and services.

    doi:10.1109/tpc.2009.2038733

September 2009

  1. Internet Inquiry: Conversations about Method (Markham, A.N. and Baym, N.K., Eds.; 2009) [Book Review]
    Abstract

    This is a text in which scholars discuss some of the issues associated with conducting qualitative research via the internet. The editors address six broad questions, one per chapter. The book would be a useful addition to a graduate course on qualitative internet research.

    doi:10.1109/tpc.2009.2025302
  2. Going Global: A Case Study of Rhetorical Invention, Packaging, Delivery, and Feedback Collection
    Abstract

    When the primary aim of global, professional communication expands to include rapport building in addition to information sharing, basic parts of the communication process must be reevaluated. Such an assessment was conducted through a case study of a team that adapted a US training seminar for a Japanese audience. The team's strong emphasis on the communicative aim of relationship building illustrated how traditional conceptions of rhetorical invention, packaging, delivery, and feedback collection might be revised. For practitioners and educators, the findings of this case study prompt a reevaluation of the rhetorical abilities that are required in global professional communication contexts.

    doi:10.1109/tpc.2009.2025305

September 2008

  1. Beyond WI: Building an integrated communication
    Abstract

    To optimize learning to write like engineers, undergraduate engineering students need to develop a conscious awareness of alternative writing practices and their strengths and limitations in different contexts, something that is unlikely to come about either in the workplace alone or in one writing course alone. Needed, then, is an engineering curriculum with writing integrated throughout. What follows is a case study of one attempt to integrate writing throughout the curriculum in a department of civil and environmental engineering. This department's "beyond WI to department-wide" model of writing is still in the early stages; the case study is less a textual account of writing outcomes than it is an account of the sociohistoric institutional conditions that led to the creation of this model and of the reasons for rejecting a model of writing instruction that relies on only two or three writing courses. The model in the case study is contrasted with other models.

    doi:10.1109/tpc.2008.2001250

June 2008

  1. Lost in Translation: Professional Communication Competencies in Global Training Contexts
    Abstract

    Based on a case study of a global training team, this article focuses on an important ability for professional communicators: collaborating with translators. The study confirms the value of approaching translation as a collaborative recreation rather than mere information transfer and suggests the need to integrate translation with localization and to develop team rapport. Relevant abilities include understanding cultural and professional context, using bicultural vision, and building team relationships. Pursuit of these abilities should draw from translation studies and intercultural communication literature and be informed by diverse rhetorical traditions. Global educational and research partnerships are an ideal way to pursue these goals. Such collaboration can improve research methodology and challenge culturally based assumptions about translation-related communication roles and competencies.

    doi:10.1109/tpc.2008.2000346

June 2007

  1. Communication Metaphors-in-Use: Technical Communication and Offshore Systems Development
    Abstract

    Communication metaphors have been applied extensively to understand the managerial performance and organizational behavior of a single firm. However, fewer attempts have been made to apply communication metaphors to understand the dynamics of interfirm relations, or offshore partnerships. While all outsourcing contracts pose well-understood challenges, offshoring partnerships are often further complicated by culture and maturity/capability differences. Our analysis employs the results of a case study to delineate the different conversational metaphors that emerged from four discrete phases of offshore information systems development. Offshore success is contingent upon successful technical communication which is mediated through communication metaphors-in-use between vendor and client. In instances where management cannot directly dictate emergent conversational styles, it can determine organizational structure, coordination processes, contract and device incentives, and task allocation in order to cultivate a communication metaphor-in-use most appropriate to the specific phase of the offshore partnership, thereby mitigating many of the complications posed by culture and maturity differences

    doi:10.1109/tpc.2007.897585

March 2007

  1. Activating and Perpetuating Virtual Teams: Now That We're Mobile, Where Do We Go?
    Abstract

    Based on an interpretive case study in a large petrochemical company, this paper provides evidence for a theoretical framework based on the relationship of abstract and personal trust to the effectiveness of long-term virtual teams. This theory of virtual teams states that, when all other enabling factors for trust and effective virtual team working are conducive, then four elements exist: first, personal trust is most effectively established or reinvigorated through geographically collocated social interaction; second, personal trust is an antecedent to the activation and operation of effective virtual teams; third, abstract trust is an alternative to personal trust as an antecedent to the activation and operation of effective, short-term virtual teams; and finally, personal trust gradually dissipates over time without collocated social interaction. This theory leads to four propositions about the role of ubiquitous computing for virtual teams. These propositions draw from the mobility brought by ubiquitous computing to potential and active virtual teams. The mobility can be used to collocate (perhaps rhythmically or routinely) team members for the purpose of enabling or sustaining perpetual virtual teams

    doi:10.1109/tpc.2006.890849