Saturday, July 24, 2010

Project Documentation

Link to OSCON page.

What is documentation

  • first contact with a user

  • source of education

  • front line of suppport

  • consists of

    • conceptual material

    • “how-to”

    • reference material

    • troubleshooting

  • communication with people who care about your project


Things to avoid

  • Perfection

    • release early and often

  • forgetting that your audience is people


qualities of solid documentation

  • complete

    • covers all features, usage modes, and interfaces

    • answers essential questions

      • who what where

  • correct

    • should match the software, hardware, or device

    • logically organized

    • consistent and professional

  • appropriate

    • know who your audience is

      • know what they need to know

      • answers their questions

    • accessible

    • consistent and professional

  • what is less important

    • text formats

    • tools

    • delivery format

      • consider mobile devices

    • perfection

  • what is not solid

    • missing unmentioned features

    • inconsistent

    • unprofessional

      • grammar, spelling, etc


classical elements of technical documentation

  • concepts – what?

    • The 10,000ft overhead view

    • overview

    • brochures, white papers

    • architecture guides

    • focus on education

  • Tasks and examples – how?

    • The 10ft overhead view

    • step-by-step guides

    • quickstart guides

    • tutorials

    • training materials

    • focus on usability and consistency

  • Reference

    • the 0ft view

    • system reference manuals

    • API guides

    • layout and manufacturing guides

    • maximal cross-references

    • focus on completeness

  • troubleshooting

    • the -6ft view, looking up

      • when you get here, you've dug yourself in a hole

    • step-by-step diagnostics

    • flowcharts

    • FAQs

    • from the reader's perspective

    • focus on answering questions


readers you must satisfy

  • partners

    • sell, extend, promote, or add value to your project

  • developers

    • use your project as a basis to start they're own project

  • internal

    • inside our organization

  • end-users

    • use the end result (and sometimes pay for the privilege)

  • community

    • care about your product by choice


critical questions about documentation

  • what is it

  • why do I need it

  • what does it look like

  • who's going to make it

  • where do I put it

  • when do I schedule it


good documentation habits

  • be proactive

  • begin with the end in mind

  • put first things first

  • think win/win

  • seek first to understand, then be understood

  • synergize (buzzword alert)

  • sharpen the saw (practice)


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