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* Added sandbox doc primer sandbox-doc-primer.md defines terms and outlines a process for getting started with project documentation in CNCF. Signed-off-by: Dave Welsch <[email protected]> * fixing formatting Signed-off-by: Nate W <[email protected]> * Update sandbox-doc-primer.md - Added release notes as an example of reference doc - Added links to more resources - Minor edits Signed-off-by: Dave Welsch <[email protected]> * Update sandbox-doc-primer.md Fixed format issue? Signed-off-by: Dave Welsch <[email protected]> * Update sandbox-doc-primer.md Added info about CNCF hosting project websites. Signed-off-by: Dave Welsch <[email protected]> * fixing formatting Signed-off-by: Nate W <[email protected]> --------- Signed-off-by: Dave Welsch <[email protected]> Signed-off-by: Nate W <[email protected]> Co-authored-by: Nate W <[email protected]>
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# CNCF sandbox project documentation primer | ||
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This document is a quick primer for CNCF project maintainers and contributors | ||
who need to document their projects but don't know where to start. It provides a | ||
framework for thinking about user documentation that will enable the project | ||
contributors to write effective documentation from the very beginning and to get | ||
the most out of documentation efforts as the project matures. | ||
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## What is "good" documentation? | ||
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Documentation quality is ultimately measured by how _effective_ it is. | ||
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The purpose of documentation is to help the user of a product achieve their | ||
objectives. The scope of these objectives ranges from individual tasks (use a | ||
command correctly, connect to a database) to large-scale goals (write a software | ||
product or module; configure a server farm). Objectives also vary by | ||
[user role](#product-users) (new developer; software architect; IT | ||
administrator). | ||
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Documentation effectiveness, therefore, is defined by _how well it enables a | ||
user to succeed in achieving their objectives_, within every range of scope and | ||
for all users. | ||
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### An information model for user documentation | ||
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This discussion uses the following | ||
[model](https://www.lios.ca/en/blogue/concept-task-reference/) to categorize | ||
types of technical documentation. | ||
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A documentation topic is one of these three types, depending on its purpose: | ||
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- _Conceptual_ information describes one or more aspects of the project or its | ||
products: its structure, purpose, motivation, architecture – almost anything. | ||
Examples include: | ||
- architectural overviews | ||
- product histories | ||
- technical white papers | ||
- design discussions | ||
- _Task-based_ information describes how to do something. Examples include: | ||
- procedure documentation, from individual task instructions to full | ||
instruction manuals | ||
- code "recipes" for creating particular software components | ||
- specialized instructions such as troubleshooting guides | ||
- learning materials such as tutorials | ||
- _Reference_ information is the "lookup" material specific to a product. | ||
Examples include: | ||
- API specifications | ||
- command references | ||
- knowledge bases | ||
- user interface references | ||
- error code lookups | ||
- glossaries | ||
- release notes | ||
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### Descriptive vs. instructional documentation | ||
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No type of information is "better" than any other. All three types are necessary | ||
to good technical documentation and should be present in the docs for any | ||
software product. | ||
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That said, however, documentation writers involved with product development tend | ||
to write _descriptive_ documentation: they emphasize conceptual and reference | ||
information at the expense of task-based information. | ||
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It's important, especially when developing a product, to describe what the | ||
product is designed to do. But in general, this does not make good user | ||
documentation. Descriptive documentation forces the user to search the | ||
documentation for a combination of features that will accomplish their goal, | ||
rather than being able to pursue that goal directly. | ||
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Good software documentation is primarily _instructional_. The core of the | ||
documentation set aims to help users efficiently accomplish their goals. A | ||
traditional documentation set might contain a _getting started guide_ to help | ||
the user set up their workspace; _tutorials_ to teach skills and techniques; a | ||
_user guide_ (or _developer guide_) to explain and illustrate tools and | ||
workflows; and a _reference guide_ (often built into an IDE) to look up APIs, | ||
commands, or other toolkit components. | ||
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Of course it's important that the documentation be feature-complete – that every | ||
capability of the product be documented. But it's equally important that every | ||
task that a user would reasonably want to perform be documented. A good cookbook | ||
doesn't just list ingredients, it tells you how to use them. | ||
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## A process for developing user documentation | ||
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So if starting with design documentation and expanding on the product's | ||
functionality isn't the best way to write user documentation, what is? | ||
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Answer: To develop effective documentation it is necessary to describe the | ||
product's users and their objectives. This might seem like unnecessary extra | ||
work, but it will pay off very quickly in documentation quality. | ||
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The rest of this document is a very brief description of a system for writing | ||
effective documentation for all of a product's users. | ||
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### Product users | ||
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First, define your product's _user roles_. A user role (also called a | ||
_persona_), is a type of user with a particular set of tasks they need to | ||
perform. | ||
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As an example, consider a hypothetical product that consists of a REST API | ||
frontend to a server-based relational database. The user roles are: | ||
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- _Developer_: Uses the REST API to list data records and perform CRUD | ||
operations on the database. | ||
- _Administrator_: Sets up and maintains the product on one or more servers, | ||
including a production server. | ||
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For any OSS project, there are also these roles: | ||
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- _Contributor_: A member of the project community who contributes code or other | ||
labor to the project itself. | ||
- _Evaluator_: Someone who is considering using the product and needs to find | ||
out more about it. | ||
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One person can have multiple roles. For example, a contributor is often also a | ||
user (developer or admin, in this case). | ||
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### Write goals | ||
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Next, determine the goals of each user role that are served by the product. For | ||
the developer in the database example, a goal is probably to integrate the | ||
database into an end-user application. | ||
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For the admin, a goal is to set up, say, a production and a test server and to | ||
populate them with identical data. | ||
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### Develop tasks | ||
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Analyze larger goals down to smaller ones. Ultimately, you want to get to the | ||
most basic unit of task-based documentation: discrete step-by-step tasks. | ||
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#### Write for new users | ||
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Pay special attention to the goals of new users. | ||
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For example, new-user goals for developers always include: | ||
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- Installing dependencies and software | ||
- Configuring a development environment | ||
- Running a "hello world" example or a similar simple task to verify the product | ||
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When writing for new users (or indeed, any user who isn't part of the | ||
contributor community), try not to assume that the user knows anything about the | ||
product. This is especially true when writing task documentation. | ||
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In the database example, say that configuring the server consists of copying the | ||
config file template to the config directory, setting permissions on the file, | ||
and editing the file to include the server IPs and some other parameters. Time | ||
and again we've seen configuration documentation that consists only of which | ||
config parameters to set. An effective configuration task, though, would walk | ||
through these steps: | ||
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1. Copy the template from folder X to folder Y. | ||
1. Name the file Z. | ||
1. Set permissions on the file to ABC. | ||
1. Edit the file to set parameters Q, R, S and T. (And include a link to the | ||
config reference\!) | ||
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Don't worry about giving too much information. Novice users need it, and expert | ||
users will ignore it. | ||
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### Support the task documentation | ||
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Finally, support the task documentation with conceptual and reference | ||
documentation. The developer, for example, will need a complete reference for | ||
the REST API. The admin will need a complete description of every server | ||
configuration option. Both will need a reference for the CLI, if there is one. | ||
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Conceptual information should always include a technical overview. This includes | ||
the product's purpose, architecture, and design rationales. This helps | ||
prospective users decide whether it's a solution for their problem, and helps | ||
advanced users reason about how to use or even extend its advanced features. | ||
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## Nuts and bolts: deliverables and infrastructure | ||
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### Required documentation | ||
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A minimal documentation set varies by product, but some documents are (almost) | ||
always required to make the product usable: | ||
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- A technical overview | ||
- A getting started guide | ||
- Reference manual(s) | ||
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[Here's more](https://expertsupport.com/library/quick-and-easy-document-specifications/) | ||
on how to determine which docs you really need. | ||
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### Where to put it | ||
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At the sandbox stage, making the documentation available in some form is more | ||
important than hosting it in any particular place. That said, CNCF TechDocs has | ||
a [number of resources](https://github.com/cncf/techdocs/tree/main/docs) for | ||
creating web-based documentation. | ||
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CNCF TechDocs can purchase, set up, and maintain your website's domain at no | ||
cost to your project. Contact CNCF TechDocs through the | ||
[CNCF TechDocs Service Desk](https://servicedesk.cncf.io) to request website | ||
hosting. | ||
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Even if you don't use the CNCF recommended tools, it's worth reading the | ||
recommendations to preview the sorts of issues you'll encounter as the | ||
documentation matures. These issues parallel those facing the code | ||
infrastructure, and include things like scaling, hosting, versioning, indexing, | ||
SEO, and finding contributing writers. | ||
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### What’s next | ||
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For a thorough preparation in working with technical documentation, the | ||
following resources are available: | ||
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[Open Source Documentation Essentials](https://training.linuxfoundation.org/training/open-source-technical-documentation-essentials-lfc111/) | ||
and | ||
[Creating Effective Documentation for Developers](https://training.linuxfoundation.org/training/creating-effective-documentation-for-developers-lfc112/) | ||
are free courses offered by CNCF and the Linux Foundation. | ||
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[Google for Developers](https://developers.google.com) offers | ||
[free technical writing courses](https://developers.google.com/tech-writing). | ||
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[Docs for Developers](https://docsfordevelopers.com/) is a guide to writing | ||
user-oriented documentation for software engineers. | ||
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For advice and next steps with documentation for a CNCF sandbox project, contact | ||
the [CNCF TechDocs team](https://github.com/cncf/techdocs/blob/main/README.md). |