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2015
Collaborating on
GitHub
FOR OPEN SOURCE
DOCUMENTATION
Anne Gentle
October 15, 2015
#GHC15
2015
2015
Questions at the end…
…but you can always
ask me anything:
documenting 20 cloud services
across 130 GitHub repositories
With 800 docs contributors in 4 years
@annegentle, #GHC2015
anne.gentle@rackspace.com
www.justwriteclick.com
2015
Git and GitHub
 2005 born after spectacular Linux tooling failure
 Social web, leads to social coding
 Git is for command line, GitHub is the web interface
 Cross-platform tooling - Windows, Mac, Linux
 Merge files rather than a “lock and checkout” model
 Non-linear branching model
2015
GitHub Vocabulary
BRANCH
Indicator of
divergence
from base
COMMIT
Point in time
snapshot of
repository with
changes
FORK
Copy
repository,
copy of
repository
PUSH
Move changes
branch to
branch
ORGANIZATION
Collection of
repositories
PULL REQUEST
Comparison of
edits to see if
team wants to
accept changes
RESPOSITORY
Collection of
stored code or
documentation
ISSUE
Defects, tasks,
or feature
requests
2015
Github
WRITING IN
ISOLATION
Flickr:mtischendorf
2015
Collaborate Where Users Are
 Curate the
audience
 Write with and for
the audience
 Reward the
audience
2015
MOTIVATIONS
Ensure that contributors are
valued and rewarded!
 Sense of belonging
 Pay it forward (reciprocity)
 Effective, time-saving, user support
 Reputation, recruiting
Flickr:elkaypics
2015
MOTIVATIONS
Ensure that contributors are
valued and rewarded!
 Sense of belonging
 Pay it forward (reciprocity)
 Effective, time-saving, user support
 Reputation, recruiting
LET’S CURATE
Authors
Processes
Tools
Mindsets
Attitudes
Jobs
Flickr:roswellsgirl
2015
MOTIVATIONS
Ensure that contributors are
valued and rewarded!
 Sense of belonging
 Pay it forward (reciprocity)
 Effective, time-saving, user support
 Reputation, recruiting
TREAT DOCS
LIKE CODE
Flickr:roswellsgirl
2015
Long Tail Contributions
 Rise of the niche
 Finding like-minded
people interested in
your content
 Dark corners of
knowledge gap are
filled with docs
2015
The Docs Suck
 In what way?
 Which page?
 How can I get it not
to suck?
2015
Doc Issues Tracking
 Tasks, outright errors
and feature requests
 I’ll triage the issue and
guide you in fixing it,
issue reporter
 http://guides.github.com/f
eatures/issues/
2015
Writers Never Get Reviews
Documentation system
so separate from code
system that technical
reviews are through
email
Or
*gasp*
Frozen-in-time PDF files Flickr:elkaypics
2015
Reviewers Fix Docs
“This is wrong, here’s how to fix it”
 Working in the same
collaboration tools as technical
people gives better reviews
 We can merge as many as 50
patches per day; running four
automated tests per patch and
requiring two humans to check
the patch and click in order to
publish
2015
UNFAIR
TREATMENT
Docs ghetto
Flickr:mtischendorf
2015
Value Proposition
Writer contributions,
when treated like
code, are valued
equally with developer
code
2015
White Coat Tools
Closely guarded secrets
of proprietary tool chains
with expensive per-seat
licenses
Or
Secret developer
workflows are
mysterious to writers
Flickr:darthnick
2015
Beautiful Docs
 Widely accepted
tooling built in the
open so we can make it
work for us and for
devs (readthedocs.org)
 Simple markup
 Flat file builds
 We can patch and log
issues against the
tooling
2015
ONLY DEV
TEAMS GET CI/CD
Deploying containers and micro
services oh my.
Docs, use some horrifyingly slow
proprietary tool, kthnxbai.
Flickr:photohome_uk
2015
CI/CD FOR ALL
 Docs can be published automatically after
reviewers merge the change
 Docs can have simple tests to ensure quality
and that you “don’t break the build.”
 Scrape the code to build more helpful docs
(especially reference)
 https://opensource.com/business/15/7/cont
inuous-integration-and-continuous-
delivery-documentation
Flickr:pedrovenzini
2015
What Pairs Well with GitHub?
 Simple markup: Markdown, RST
 GitHub Pages: http://pages.github.com
 Static site generators:
https://staticsitegenerators.net/
 Well-documented style guide and
contributor guide
 Open licensing: Creative Commons
 Borrowing development techniques
2015
========================================
Discover the version number for a client
========================================
Run the following command to discover the version number for a
client:
.. code-block:: console
$ PROJECT --version
For example, to see the version number for the ``nova`` client, run the
following command:
.. code-block:: console
$ nova --version
2.31.0
Source | Output
2015
Who Uses Git and GitHub?
 O’Reilly Media for book publishing
 GitHub uses GitHub to document GitHub
 OpenStack uses open source Git
 Rackspace Cloud documentation uses GitHub
 Many, many more organizations
2015
Flickr:lamont_cranston
What Are Some
Difficulties?
 Scope of reviews
 Scale questions
 Official-ness
 Naming
2015
Flickr:pedrovenzini
What Are Some
Difficulties?
 Scope and scale questions
 Official-ness
 Identity
 Naming
Flickr:davebloggs007
QUALITY GATE
You shall not pass…
 Test for unwanted
white space
 Test docs syntax
 Test docs build
2015
Flickr:pedrovenzini
What Are Some
Difficulties?
 Scope and scale questions
 Official-ness
 Identity
 Naming
Flickr:hddod
END THE TEDIUM
ENABLE THE ROBOTS
 Build the docs and publish them
to drafts or staging area
 Docs are always available for
reviews
2015
Flickr:pedrovenzini
Coach Better Writing
 Become the experts and
consultations while
enabling others to improve
their writing
 The people with the
knowledge can become
better writers and learn
more empathy by writing
for the users
Flickr:philgaldys
2015
Flickr:pedrovenzini
What Are Some
Difficulties?
 Scope and scale questions
 Official-ness
 Identity
 Naming
Flickr:mortimer
CREATE TEAMS
 We now divide the work by
deliverable: user guides, install
guides, configuration guides
 We scrape the code as often as
we can to deliver continuously
2015
Flickr:pedrovenzini
What Are Some
Difficulties?
 Scope and scale questions
 Official-ness
 Identity
 Naming
Flickr:turbojoe
BUILD A REPUTATION
 Measure quality and quantity
 Count contributions and
improvements
 Compare over time; benchmark
and reward
2015
“We’re crazy, but
we’re writing a book
in five days.”
- Anne Gentle
https://youtube.com/watch?v-
IYfHEy6E2n0
2015
Flickr:pedrovenzini
What Are Some
Difficulties?
 Scope and scale questions
 Official-ness
 Identity
 Naming
Flickr:candelabrumdanse
Ask me. Challenge me. Find out.
2015
MOTIVATIONS
Ensure that contributors are
valued and rewarded!
 Sense of belonging
 Pay it forward (reciprocity)
 Effective, time-saving, user support
 Reputation, recruiting
2015
Got Feedback?
Rate and Review the session using the GHC
Mobile App
To download visit www.gracehopper.org

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Collaborating on GitHub for Open Source Documentation

  • 1. 2015 Collaborating on GitHub FOR OPEN SOURCE DOCUMENTATION Anne Gentle October 15, 2015 #GHC15 2015
  • 2. 2015 Questions at the end… …but you can always ask me anything: documenting 20 cloud services across 130 GitHub repositories With 800 docs contributors in 4 years @annegentle, #GHC2015 anne.gentle@rackspace.com www.justwriteclick.com
  • 3. 2015 Git and GitHub  2005 born after spectacular Linux tooling failure  Social web, leads to social coding  Git is for command line, GitHub is the web interface  Cross-platform tooling - Windows, Mac, Linux  Merge files rather than a “lock and checkout” model  Non-linear branching model
  • 4. 2015 GitHub Vocabulary BRANCH Indicator of divergence from base COMMIT Point in time snapshot of repository with changes FORK Copy repository, copy of repository PUSH Move changes branch to branch ORGANIZATION Collection of repositories PULL REQUEST Comparison of edits to see if team wants to accept changes RESPOSITORY Collection of stored code or documentation ISSUE Defects, tasks, or feature requests
  • 6. 2015 Collaborate Where Users Are  Curate the audience  Write with and for the audience  Reward the audience
  • 7. 2015 MOTIVATIONS Ensure that contributors are valued and rewarded!  Sense of belonging  Pay it forward (reciprocity)  Effective, time-saving, user support  Reputation, recruiting Flickr:elkaypics
  • 8. 2015 MOTIVATIONS Ensure that contributors are valued and rewarded!  Sense of belonging  Pay it forward (reciprocity)  Effective, time-saving, user support  Reputation, recruiting LET’S CURATE Authors Processes Tools Mindsets Attitudes Jobs Flickr:roswellsgirl
  • 9. 2015 MOTIVATIONS Ensure that contributors are valued and rewarded!  Sense of belonging  Pay it forward (reciprocity)  Effective, time-saving, user support  Reputation, recruiting TREAT DOCS LIKE CODE Flickr:roswellsgirl
  • 10. 2015 Long Tail Contributions  Rise of the niche  Finding like-minded people interested in your content  Dark corners of knowledge gap are filled with docs
  • 11. 2015 The Docs Suck  In what way?  Which page?  How can I get it not to suck?
  • 12. 2015 Doc Issues Tracking  Tasks, outright errors and feature requests  I’ll triage the issue and guide you in fixing it, issue reporter  http://guides.github.com/f eatures/issues/
  • 13. 2015 Writers Never Get Reviews Documentation system so separate from code system that technical reviews are through email Or *gasp* Frozen-in-time PDF files Flickr:elkaypics
  • 14. 2015 Reviewers Fix Docs “This is wrong, here’s how to fix it”  Working in the same collaboration tools as technical people gives better reviews  We can merge as many as 50 patches per day; running four automated tests per patch and requiring two humans to check the patch and click in order to publish
  • 16. 2015 Value Proposition Writer contributions, when treated like code, are valued equally with developer code
  • 17. 2015 White Coat Tools Closely guarded secrets of proprietary tool chains with expensive per-seat licenses Or Secret developer workflows are mysterious to writers Flickr:darthnick
  • 18. 2015 Beautiful Docs  Widely accepted tooling built in the open so we can make it work for us and for devs (readthedocs.org)  Simple markup  Flat file builds  We can patch and log issues against the tooling
  • 19. 2015 ONLY DEV TEAMS GET CI/CD Deploying containers and micro services oh my. Docs, use some horrifyingly slow proprietary tool, kthnxbai. Flickr:photohome_uk
  • 20. 2015 CI/CD FOR ALL  Docs can be published automatically after reviewers merge the change  Docs can have simple tests to ensure quality and that you “don’t break the build.”  Scrape the code to build more helpful docs (especially reference)  https://opensource.com/business/15/7/cont inuous-integration-and-continuous- delivery-documentation Flickr:pedrovenzini
  • 21. 2015 What Pairs Well with GitHub?  Simple markup: Markdown, RST  GitHub Pages: http://pages.github.com  Static site generators: https://staticsitegenerators.net/  Well-documented style guide and contributor guide  Open licensing: Creative Commons  Borrowing development techniques
  • 22. 2015 ======================================== Discover the version number for a client ======================================== Run the following command to discover the version number for a client: .. code-block:: console $ PROJECT --version For example, to see the version number for the ``nova`` client, run the following command: .. code-block:: console $ nova --version 2.31.0 Source | Output
  • 23. 2015 Who Uses Git and GitHub?  O’Reilly Media for book publishing  GitHub uses GitHub to document GitHub  OpenStack uses open source Git  Rackspace Cloud documentation uses GitHub  Many, many more organizations
  • 24. 2015 Flickr:lamont_cranston What Are Some Difficulties?  Scope of reviews  Scale questions  Official-ness  Naming
  • 25. 2015 Flickr:pedrovenzini What Are Some Difficulties?  Scope and scale questions  Official-ness  Identity  Naming Flickr:davebloggs007 QUALITY GATE You shall not pass…  Test for unwanted white space  Test docs syntax  Test docs build
  • 26. 2015 Flickr:pedrovenzini What Are Some Difficulties?  Scope and scale questions  Official-ness  Identity  Naming Flickr:hddod END THE TEDIUM ENABLE THE ROBOTS  Build the docs and publish them to drafts or staging area  Docs are always available for reviews
  • 27. 2015 Flickr:pedrovenzini Coach Better Writing  Become the experts and consultations while enabling others to improve their writing  The people with the knowledge can become better writers and learn more empathy by writing for the users Flickr:philgaldys
  • 28. 2015 Flickr:pedrovenzini What Are Some Difficulties?  Scope and scale questions  Official-ness  Identity  Naming Flickr:mortimer CREATE TEAMS  We now divide the work by deliverable: user guides, install guides, configuration guides  We scrape the code as often as we can to deliver continuously
  • 29. 2015 Flickr:pedrovenzini What Are Some Difficulties?  Scope and scale questions  Official-ness  Identity  Naming Flickr:turbojoe BUILD A REPUTATION  Measure quality and quantity  Count contributions and improvements  Compare over time; benchmark and reward
  • 30. 2015 “We’re crazy, but we’re writing a book in five days.” - Anne Gentle https://youtube.com/watch?v- IYfHEy6E2n0
  • 31. 2015 Flickr:pedrovenzini What Are Some Difficulties?  Scope and scale questions  Official-ness  Identity  Naming Flickr:candelabrumdanse Ask me. Challenge me. Find out.
  • 32. 2015 MOTIVATIONS Ensure that contributors are valued and rewarded!  Sense of belonging  Pay it forward (reciprocity)  Effective, time-saving, user support  Reputation, recruiting
  • 33. 2015 Got Feedback? Rate and Review the session using the GHC Mobile App To download visit www.gracehopper.org

Editor's Notes

  1. Welcome everyone, I can’t wait to tell you about my experiences collaborating on GitHub. If I told you we had over 1900 documentation changes you might rightly ask, in what time period and how many people are on your team. If I said 6 months time with over 300 people you might snort some diet Coke out of your nose. Yes, we have evidence that our techniques can give us over 300 doc changes in a month. Let’s talk more about how.
  2. I’m Anne Gentle and you can ask me anything, but I’ll ask that you jot down your questions and save them until the end. I’ve been working on open source documentation since 2007 or so and working on OpenStack at Rackspace for almost five years. OpenStack offers open source cloud computing software. Developer contributors number in the 4,000s. I wrote the book, Conversation and Community: The Social Web for Documentation and I’ve been working on the principals in practice ever since. Today I’m going to tell some stories about documentation across multiple GitHub repositories. Let’s get started.
  3. Like many tools, git and GitHub were created by fire — through a pressing need for performant and efficient source control management for the Linux kernel. I’ve found that the principles in the social web for coding works extremely well for documentation as well. Plus, our modern documentation needs are very driven by the way software today is developed - tightly with code, Agile methods, and web output first, print output secondary if at all. Releasing with software matters also.
  4. Yes, fork can be a verb and a noun. These terms can mean you will have decisions to make about information architecture so pay attention. You can also keep docs in a source code repository then the developers will have to review all your changes prior to merging them in. Unlike traditional source code management, branches are not full copies of entire code base so they are “cheap” and “fast.”
  5. Assignments over the wall Project-centric instead of user-centric Deadlines set by dev not docs
  6. Devs write for dev, operators write for operators, users write for users
  7. This is not about free labor. Contributors should be highly, highly valued and rewarded.
  8. Let’s curate authors, not just content. Let’s curate processes to create jobs.
  9. OpenStack Glossary appearing from a sys admin in Iowa on the wiki; bringing it into the official OpenStack docs. Logged a doc bug late in my work day, came in to a patch the next morning that fixed it. The Long Tail for open source docs is the obscure knowledge gathering and hard-to-find info
  10. This is my frowny bug face. What can we do about it? Issue tracking.
  11. Tell me which page. Tell me your expectations for that page. Tell me how to fix it.
  12. We have systems in place that let us merge as many as 50 doc patches a day, though typically it's about 15. Each reviewer who can publish must adhere to our review rules. Truth: Working in the same collaboration tools as technical people gives better reviews. Story of install guide: I wrote the first one in 2012, hired a contractor for a revision, and then another person completely testing the entire install guide for OpenStack since he had to do a proof of concept at work, testing it completely.
  13. In Open Source, we don’t want the docs group to be misunderstood or second-class citizens. Take your seat at the contributor table.
  14. Writers contributions, when treated like code, are valued equally with developer coding. We give free passes to the OpenStack Summit for docs contributions because the patching and review processes are identical.
  15. Imagining a doctor or surgeon with very specialized expensive tooling or Developers arrogantly think they rule despite a lack of documentation so no one can use their code
  16. This leads to continuous integration for docs.
  17. Continuous Integration/Continuous Deployment Mimic production environment in your local environment.
  18. Development teams do continuous integration and deployment; completely mimicking their local environment in production and continuously updating the code and product to make it better Example: scrape the current code for reference information and use the code itself to build the docs. - documented over 6,000 configuration options this way working on REST API docs this way as well, building Swagger
  19. 399 static site generators. So let’s see what this looks like in practice.
  20. The source file in this case is in RST, ReStructuredText, used by Python developers and for making web pages. You can also view it on GitHub to see it rendered with their simple renderer. Lastly, see the built documentation on the docs.openstack.org site with more navigation and web design and styling.
  21. Technical authors want to use technical tools.
  22. Writers tend to, well, review writing quality first, technical quality second. Can still have an “us vs. them” mentality from reviewers when doc writers nit pick about style rather than adding value. Who’s the audience? Multiple hats for multiple audiences What’s the name? Naming is the toughest problem in docs Scaling across repositories is really difficult. People still write content in their blog and ask you to bring it in to official doc. Scope for “official” can be difficult.
  23. Round the clock publishing, reviewers burden lifted by having gate checks.
  24. Lets experts review for content and organization; do higher level technical editing and technical tests as well on the content. Curate the content as a focus rather than messing around a bunch with the process. We have even automated the translation tool exports and imports. Also when sharing content we can automate the file copying.
  25. I’ve never had a developer not help me improve my programming skills. Let’s reciprocate. Just today I made a simple suggestion for someone to eliminate the use of “will” and he was super excited to delete those and improve his writing.
  26. Specialty teams now abound — subject matter experts for security, for high availability. This lets us deliver more complex content more often.
  27. GitHub shows who is contributing and to what areas. I’m now an O’Reilly author along with six other collaborators. The people with the knowledge can become better writers and learn more empathy by writing for the users. This, to me, is the New Bliss, the new way to work on documentation together. What does it look like in practice? Let’s take a look.
  28. https://www.youtube.com/watch?v=lYfHEy6E2n0 A couple of notes: that sprint tool is moving to GitHub. Also this book was then edited by O’Reilly and offered a set of info not available another way. Each author had run OpenStack for at least six months in production and brought all their notes and docs as well, wanting to share with others. “We’ll help them hate their managers just a little bit less.” - Tom Fifield “Our facilitator is whipping us repeatedly to get us to work on the content repeatedly so we’re writing the book in about four days.” - Everett Toews
  29. Have I set a vision that seems attainable? What are your questions? After this I have a final vision for you that should show you what’s old is new again.
  30. Booth 1001 Tight collaboration, equal footing with dev, and a value proposition that puts both dev and doc on the path to well-loved customer experience. The new bliss: What docs like code looks like What happens when you release with code What happens when you invite developers and users to write with you This new normal for documentation, imagine what it can do for you
  31. This is the last slide and must be included in the slide deck