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Style and Terminology

Consistent style and terminology across documentation ensures users can navigate confidently and understand concepts consistently. A style guide and terminology glossary are essential tools for documentation teams.

Building a Documentation Style Guide​

A style guide documents decisions about language, formatting, and tone to ensure consistency across all documentation.

Style Guide Sections​

1. Tone and Voice​

Define how the documentation "sounds" and how it should address readers.

Example entry:

Tone: Professional but approachable, confident but not 
condescending

Use first person plural ("we") to invite collaboration
- "Let's set up authentication together"

Avoid apologetic language
- Don't: "Unfortunately, this feature isn't available yet"
- Do: "This feature will be available in v2.0"

Address readers directly using "you"
- Don't: "One should configure the server"
- Do: "You should configure the server"

2. Grammar and Mechanics​

Establish consistent rules for grammar, punctuation, and formatting.

Capitalization:
- Capitalize proper nouns (Product names, company names)
- Use title case for headings and menu items
- Use sentence case in body text

Punctuation:
- Use Oxford comma: "features, benefits, and advantages"
- Use em dashes (β€”) for emphasis, not hyphens (-)
- Use colons to introduce lists

Lists:
- Use bullet points for unordered items
- Use numbered lists for sequential steps
- Capitalize first word of each item
- Use parallel structure (all starting same way)

3. Word and Phrase Choices​

Create a list of preferred terms with explanations.

Preferred: "click" (for mouse action)
Not: "press," "hit," "push"

Preferred: "select" (choosing from options)
Not: "choose," "pick"

Preferred: "enter" (typing information)
Not: "type," "input," "put in"

Preferred: "password"
Not: "secret," "passphrase," "credentials" (unless
specifically referring to credentials)

Preferred: "customer"
Not: "client," "user," "end user" (when referring to paid users)

4. Formatting Conventions​

Document how to format different elements consistently.

UI Elements: Bold (**Settings** menu)
File names: Monospace (src/config.js)
Code: Monospace in backticks (`npm install`)
Emphasis: Italics (*important point*)
Variable placeholders: Angle brackets (<your-api-key>)
Keyboard keys: Initial caps (Press Enter)

5. Abbreviations and Acronyms​

Define when and how to use abbreviations.

First mention: Spell out fully with abbreviation in parentheses
"Application Programming Interface (API) allows..."

Subsequent mentions: Use abbreviation
"The API provides endpoints for..."

No periods in acronyms:
- API (not A.P.I.)
- HTML (not H.T.M.L.)

Building a Terminology Glossary​

A glossary defines key terms used in your documentation, ensuring consistent understanding.

Glossary Entry Format​

Term: (as it should appear in documentation) Definition: (clear, simple explanation) Example usage: (how it's used in documentation) Related terms: (synonyms or related concepts) Avoid: (words not to use instead)

Example Glossary Entries​

**Term:** API Key
**Definition:** A unique identifier that authenticates
your application to our API
**Example:** "Include your API key in the Authorization
header: Authorization: Bearer YOUR_API_KEY"
**Related:** Access token, OAuth token
**Avoid:** Secret key, password, credential
---

**Term:** Webhook
**Definition:** An automated notification sent by our
system to your application when specific
events occur
**Example:** "When a payment succeeds, we'll send a
webhook to your configured endpoint"
**Related:** Event, callback, notification
**Avoid:** Callback hook, trigger
---

**Term:** Namespace
**Definition:** A named container that organizes and
isolates resources to avoid conflicts
**Example:** "Create different namespaces for development,
staging, and production environments"
**Related:** Scope, context, container
**Avoid:** Folder, directory, partition

Consistency Across Documentation​

Terminology Checklist​

When writing, verify consistency:

  • All product features use consistent names
  • User roles are consistently named throughout
  • UI paths use the same terminology
  • Acronyms are spelled out on first mention
  • Plural/singular forms are consistent
  • Third-party product names match official naming

Formatting Consistency​

  • All buttons formatted the same way
  • All file paths formatted consistently
  • Code snippets use consistent syntax highlighting
  • Callouts (notes, warnings) use consistent styling
  • Examples follow the same structure

Managing Terminology Evolution​

Terminology changes as products evolve.

When Terminology Changes​

  1. Update the glossary with the new term
  2. Mark old terminology as deprecated: "Previously called X, now called Y"
  3. Update existing docs to use new terminology
  4. Document the change in release notes if it's user-facing
  5. Track deprecation period if users need time to adjust

Example:

**Term:** Authentication Token (formerly API Key)
**Definition:** A secure credential that authenticates
your application to our service
**Migration:** We renamed API Keys to Authentication
Tokens in v2.0. See [migration guide](link).

Common Style Mistakes​

MistakeProblemSolution
Inconsistent button namesUsers confused about which to clickStandardize on one term in style guide
Mixing "customer" and "user"Unclear who you're talking aboutDefine each term distinctly
Spelling out vs abbreviatingLooks unprofessionalChoose one approach in style guide
Varying code formattingHard to distinguish code from textUse consistent formatting
"Click here" linksUnclear where link goesUse descriptive link text
Capitalization variesLooks inconsistentDocument capitalization rules

Style and Terminology Checklist​

  • Style guide defines tone and voice
  • Grammar and mechanics rules documented
  • Word and phrase preferences documented
  • Formatting conventions standardized
  • Abbreviations and acronyms rules defined
  • Terminology glossary created and maintained
  • All writers follow the style guide
  • Terminology is consistent throughout all docs
  • Documentation reviewed regularly for consistency
  • Style guide reviewed and updated annually

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