03 December, 2006

Should single steps in a procedure be bulleted?

Originally posted on Vox 14 September, 2006

There was an interesting topic raised at 12 September's STC general meeting by one of the presenters. He asked the members of the audience whether they thought a one-step procedure should be bulleted, and under what circumstances. The options were:

  • Yes, with a bullet symbol
  • Yes, with a number
  • No

I believe most of us voted "yes, with a bullet symbol", but he said he firmly believed that all steps, even single ones, should be bullet with numbers. I will paraphrase his rationale. Most people, when confronted with several procedures, will read carefully to begin with, but as the list of procedures go on, they will skim the instructions and look for numbers as cues to steps. Also, when the person reading the instructions does not speak english as his or her first language, he or she may not realize that a an unnumbered sentence, beginning with a verb, is a cue to a step. Therefore, all steps should be numbered.

    I'd never thought of either of those scenarios before. Part of me wants to agree with him, but part of me agrees with the response I received from a co-worker after I e-mailed this anecdote to the other tech. writers in our office. Her comback was: Interesting, but then I'd be looking for #2...Does anyone else have any thoughts about this?

    2 comments:

    Milan Davidović said...

    My questions:
    1. Are his assertions of how people (1st and 2nd language users of English) read procedures based on actual research? Or thought experiments?
    2. Has he tested his numbered single-step procedures vs the other options?
    My own preference is to write the thing as a sentence: "To do X, adverbly verb the noun". My rational is that the formatting of the single step with a number or a bullet seems to "outweigh" the actual text (too much gilding on the lily, or lipstick on the pig). But if this guy's got some research that shows it to be beneficial, then I think I should take a look at my preference again.

    Word-Nerd said...

    I would agree with you if the single step was obviously a step, but what if it appeared after a multi-step procedure and a comment? How would you identify that lone step as something that had to be performed?

    I too dislike gilding the lily, but definitely want to be effective and understood.