Core Conversations on documentation at DrupalCon?

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arianek's picture

Hey all -

DrupalCon Chicago's Core Conversation proposals need to be in by next Friday. Jennifer (jhodgdon) and I have been pondering whether and what might make a good topic or two to pitch.

Please post with ideas and whether you'd be interested in attending a docs focused session, it'll help us gear our proposal towards something everyone will be interested in!

Thanks!

(x-posted to Coding Standards/Best Practices group, as agentrickard mentioned "Docs standards" as a potential topic on Twitter, and I thought we might get some more ideas from the group.)

Comments

How can we improve the core help system?

webchick's picture

The main thing that comes to mind is "What would the documentation team like to see in the core help system to make it not suck?"

Limitations of the current help system in core include:
- You must write patches in order to change the text; huge barrier of entry
- You can't use images (I guess technically you can, but it's not easy)
- Help constrained to a single page only; no sub-pages
- The table of contents is module-based, rather than topic-based
- The text cannot be changed after a stable release is out due to string freeze
- It therefore falls horribly out of sync with the documentation on Drupal.org
- Other stuff I'm sure I'm forgetting

I think there are two aspects of this:

  1. What system do we want in core to display/navigate help pages? Earl Miles attempted to solve a lot of these problems with http://drupal.org/project/advanced_help module. However, I've not seen the documentation team really rally around this solution. http://drupal.org/node/299050 was a very sad patch to try and move some of that into core, but that didn't make it into D7, for a host of different reasons, but chiefly concerns about how text would be translated, and whether that was actually the right solution to the problem.

  2. Integration with Drupal.org, if any, and if so to what extent. Do we use Drupal.org as the "master" copy of documentation, and periodically export to core/contrib modules? Do we get rid of a core help system altogether and only link to online docs? How about a "suggest a problem" type of functionality with the docs that posts an issue to Drupal.org? Other kinds of ideas you folks might have.

I have always wondered why

greggmarshall's picture

I have always wondered why documentation for some modules is "only" in advanced help, not on Drupal.org and/or why documentation for a given module is spread out across several locations (help, Drupal.org, readme.txt, etc).

I would find it useful to have the help page be a "quick reference guide" to key configuration, then link to the full documentation for full documentation and tutorials.

+1 to fixing the help system

LeeHunter's picture

Yeah the help system is seriously problematic for all the reasons Webchick lists above.

I also think it's really important to aim higher than the Drupal docs itch. In other words, if we are going to do Help, do it in a flexible manner that anyone who has a similar class of problems (i.e. technical communicators and others) can leverage this work.

Other things to think about might include interfaces to offline authoring tools. Web-based authoring is ok for small projects, but serious amounts of writing and editing can really benefit from the use of dedicated tools.

Which leads me to my recurring theme: the more that Drupal can represent the go-to CMS for the technical communication communit,y the more people with tech comm chops will become engaged in working on the Drupal docs (which would be a very good thing) and the more we'll benefit from tried and tested approaches to managing technical content.

@webchick Definitely sounds

arianek's picture

@webchick Definitely sounds like a good potential topic to talk about.

This would be a good opportunity to discuss the items listed, and discuss how we might do #2 - possibilities for making d.o have the master documentation (this could be a good prototype that could lead to using this idea for other areas). We can also take it as an opportunity to discuss the role of advanced help as @greggmarshall mentioned too, I think that's an important part of the conversation.

(I don't think we'd want to get too off track into the authoring tools/tech communication system for this topic - though there's crossover, it would distract from focusing on the help system, and would do better as its own topic. Also, we want any proposals to be a topic that would have significant interest from the entire core community, I'm not sure if that would garner a lot of interest, but others feel free to contradict!)

levels of abstraction and detail

jdonson's picture

I fully agree with greggmarshall.

The general varied methods of getting Drupal help and participating... not clarified at all. :-(

Getting Help comes first
and if help is effective, then confident participation will simply follow. (!!)

The levels of doc abstraction (generality) and detail (specifics) can be MANY....

  1. QuickStart = Easy Hands-On Overview (As If This Is Exactly What Is Needed AND All Will Just Work)

                                  Determining WHICH module(s) MAY best fit reqs is usually FIRST!  :-)
    
                 The absence of high-level diagrams to detail functionality needs community help, folks!
    
                                  eg:  http://drupal.org/project/token   (sorry for the flagrant self-promo!)
    
  2. Handbook = Read And Think About How This Is Done Best in Drupal (prerequisite skills should be no mystery)

  3. OTHER? for what EXACTLY!!!!

I suggest that we consider leveraging links and tags to docs
that already exist to completely document features of the underlying LAMP technology stack:

L = LINUX = http://www.linux.org/

A = APACHE = apache.org

M = MySQL, Postgres, etc = dev.mysql.com

P = PHP = php.net

http://jquery.com/ Varied browser compatibility and testing, etc. http://seleniumhq.org/projects/ide/

Between nice graphics to help grasp functionality
and links to EXISTING docs for LAMP stack, we can make all of our lives easier.

Also, personal laptop and isp setups are a HUGE starting point in need of smart guidance and support!

Roadmap is a nice word to expand on here, esp with regard to documentation and participation!

Please feel free to disagree, as I learn more that way! Thanks all for caring and thinking!

http://drupal.meetup.com/9

Jeremy Donson
Database and Systems Engineer
New York City

@jdonson - i think that list

arianek's picture

@jdonson - i think that list is related to a bigger issue (that is a long running topic of conversation in docs, of being able to have different difficulty levels of documentation). that's related to big docs infrastructure changes, so more along the lines of what lee's talking about.

you pretty much lost me when you got to LAMP - is that regarding a particular topic suggestion for the core conversations?

(tm)

sun's picture

I already wanted to solve this properly once for all, but the attempt was shot down by Drupal's trademark policy; my request was declined.

Daniel F. Kudwien
netzstrategen

hi sun - can you elaborate on

arianek's picture

hi sun -

can you elaborate on what needs to be dealt with here (and how it would be pitched as a docs-related core conversation)? it's not on my radar....

thanks!

Actually I think it will help

Bojhan's picture

Actually I think it will help a lot if you have a few more high-level strategy goals for the year, or even 5 year-span. That will kind of help you set priorities, even if though there are many particulars as webchick and http://drupal.org/node/1005304 point out. You will be missing the overarching ideas, if you get lost in the details.

Hi Bojhan - We (Jennifer and

arianek's picture

Hi Bojhan -

We (Jennifer and I) will be thinking about that (and have been discussing big picture things too), but in our first year as doc leads, we are just trying to focus on getting the basics taken care of and assess where we are overall. The D7 launch has required a ton of work, and there aren't many hands on deck, so we need to catch up with that before we can step back futher. I think towards the end of the year we'll be in a place where we can do more "big picture" strategizing, but not quite yet.

Road Map = Prospective Blue Print

jdonson's picture

Thank you all for this discussion.

There are 3 things that make Drupal Rock:

  1. community

  2. code

  3. docs (we are here)

@Arianek: Getting your job done now is surely top priority. Confirmed!
I recommend delegation to volunteers, asap.

You have my full support and apprec to Stay Focused, ;-)

AND To document and discuss current audiences and goals, (?where)

AND To help us all connect where we are now to where we need to go with Drupal Docs. (?NOW)

  • Your focus for yourself is perfectly fine, but, respectfully,
    suppressing the big picture discussion for a year is simply not in our interest.
    Please tell us where there will be room for the following D7 discussions in January, 2011.

Big Picture Roadmap Topics Below Include:

  1. Expert Roles (Themer/Dev/ProjMgr)

  2. Expert Workflows (front end, app dev, project planning)

  3. Diagrams beat words. Concrete example provided.

The lack of complete distinction
in Drupal Docs between Themer Design and Developer Best Practices is simply not ok.

There also might be some thought as to how to create an expert team, and not one hack claiming global expertise.

In my view,
the profound lack of clear prerequisites
and skills and tasks for Themers and Devs and Project Managers is bad for our Drupal community. VERY.

At the core of D7, there are again the core required modules (user, block, filter, node, system).
The code and logic of these few components is the foundation of Drupal data and processing.
IF you are a Drupal Developer, then that is not much to learn, folks!
IF you are a Drupal Themer, that is probably not necessary.

The two distinctions I am proposing are pretty pivotal to how to think about Docs going forward:

  1. Right-Now Solution : Right Solution... as in Mr. Right vs Mr. Right-Now (seldom the same guy!)

  2. Themer : Developer and how best practices are INCUMBENT upon both to some degree.

This is how to help create expertise,
instead of teeming hordes of Drupal Hacks who claim to know all and know nothing.

I am glad to learn plenty, YET This is Team Web Dev in 2011...
we all must be honest about where our expertise lay and where not.

For example, EVEN IF I learned CSS well, it is not my strength to work front end magic!

These distinctions are crucial to thinking through a high-quality lean and mean team.

Just defining Themer and Developer Training Prerequisites is not difficult...

ROLE: Drupal Themer
PREREQS: html, css, jquery, ?
REQUISITE SKILLS: basic php, Drupal setup and config local, Theming Training and Theme API

ROLE: Drupal Developer
PREREQS: php, mysql, scm, ?
REQUISITE SKILLS: intermediate php, Drupal 6-7 Core+ API

ROLE: DBA/NetAdmin
PREREQS: advanced dbms / net linux
REQUISITE SKILLS: Network LAMP app and operations support

ROLE: Project Manager
PREREQS: ?? Let's Talk!
REQUISITE SKILLS: ?? Let's Talk!


This does not mean that you cannot get started with an HONEST Themer and get a GREAT DEAL done.

It also does not mean that an Expert Themer cannot learn some Expert Project Management.

That is the VERY magic of Drupal, but the magic should NOT stop there!

The alternative is that Drupal people will be increasingly known as Jacks of All Trades...
YET MASTERS OF NONE!

That is already happening
and the EXPERTLESS CMS EPIDEMIC can be quelled with quality approaches to organizing docs and support.

Also, despite the fact that I am NOT an artist, per se,
I made a diagram for the Token module that saves interested users TONS of doc time.

http://drupal.org/project/token

It allows them to understand the module's functionality and also reference the docs and code with smarts.

This needs to be done for EVERY module in D6 and D7 core. Now.

@Bojhan: I agree with you about the value of road mapping Drupal 7.x docs, now.

That is how Drupal code was improved upon, and we should not take that team approach for granted.

As per @Arianek's points,
we need to Execute WHILE Thinking Big Picture. Is that ok?
That happens to be how our Beloved Drupal came into being and improved.

If we simply keep trudging along this path, Drupal will be buried in yet more oceans of docs.

Let me again affirm my appreciation for the evident hard work and devotion Jennifer and Arianek have.
That is earnest appreciation. I would like the fruits of their labors to be max effective across audiences.

Note that the diagram that I created for token module took me ~2hrs with Maintainer via IM.

I had already invested 30 minutes into reading the Token module code and docs, and understood little.
Paving that road for myself and other was good.

We need more efforts like that with regard to D6 and D7 Core Modules.
Pages and pages of docs that talk about 500 lines of code just seems increasingly strange and ineffective to me.

While technical, I am human first.
I like text, but I prefer to start with pictures. Don't you?

Feel free to disagree as I learn more that way.

Thank you all for grappling with the most crucial piece of Drupal.

Jeremy Donson
Database and Systems Engineer
New York City

boldly go

kvantomme's picture

The way I see it, the core conversations are in the first place meant to do the big picture/strategy types of talks. It's not about what we're going to do this year, it's where we would like to be when Drupal 8 comes out. That is why I'll be proposing the following topics for the core conversations:

  • single sourced documentation in Drupal making it easier to document distributions: why we need it and how we could implement it
  • empowering our non-english communities: how could we provide the infrastructure to localize the Drupal documentation
  • turning docs.d.o. into a docs server and each Drupal install into a documentation client: an alternative to prepackaged documentation
  • documenting error messages: a proposal to integrate links to documentation pages about errors
  • configuration dumps in Drupal: any self respecting software has it, with features and fingerprint Drupal could also have it
  • creating a structured Drupal vocabulary: how we could use RDFa to integrate the Drupal Planet into a query-able resource

--

Check out more of my writing on our blog and my Twitter account.

submitted

kvantomme's picture

Submitted the above points as 1 big core conversation proposal, left it to the organizers to cut it if possible.

--

Check out more of my writing on our blog and my Twitter account.

making Drupal Helpful...

jdonson's picture

Someone is elevating these discussion topics! Thank you!!!

D8 Docs is a fine virtual target to focus on!

I would express those goals as "D8 Docs structure, scope and sequence".

My responses to the bullet points above:

  1. Since Drupal Distribs are going everywhere, I see your point! Might you recommend how?

  2. Localization unfortunately comes late, where English is usually first. (See Wikipedia.)

    This is a powerful and crucial topic, but sadly it seems to go last. :-(

    I would be quite glad to be quite wrong.

  3. Maintaining current central docs has true advantages, but assumes all always connected to web.

    A subscription model where docs are distributed and maintained in SCM should be considered.

  4. Error and warning handlers that resolve to proper docs is a nice thought.
    Can you be more specific? How does this change from dev to staging to production?

  5. Configuration dumps would have to be done in sets, perhaps by module or LAMP component?

    This could be a drush script and modules would need to conform to provide configs this way.

    ?This is kinda like a robot.txt file for configs?

  6. "creating a structured Drupal vocabulary: how we could use RDFa to integrate the Drupal Planet into a query-able resource"

Music to my ears, and a VERY high priority! However, that will be quite a task
to structure, design and implement...

Do Drupal Content Managers and Drupal Themers and Drupal Devs and Drupal NetAdmins
have any common vocabulary? Where?

Please consider some separation of concerns between
Team Dev Drupal (Themer+Dev) and Production Drupal (Dev + NetSys) ... they are not the same!

Could we use taxonomy module and advanced help to bring this to life and clarify our needs?

--

For each idea above, are there existing tools to leverage rather than build? Such as? ;-)

Meanwhile, if there are right-now D7 Doc issues
that will expand the scope and better organize our discussions, please speak up.

I am glad to think about and align current (D7) and pending (D8) doc efforts.

Jeremy Donson
Database and Systems Engineer
New York City

how it's done

kvantomme's picture
  1. Drupal distro's: using DITA it would be possible to create dita maps that incorporate existing documentation for each of the distro's rather than creating new documentation from scratch. We've done a proof of concept for Drupal-DITA integration at drupal.org/project/dita
  2. Localization: I know several national Drupal community sites that have put together some sort of documentation in their national languages. If we provide the tools these could be translations living on d.o. documentation.
  3. documentation client/server concept: http://drupal.org/project/advanced_help and http://drupal.org/project/helpinject show how it's possible to work with an online version of documentation that later get's codified into a offline documentation package. We've have a proof of concept for the client/server thing.
  4. the Error and warning handlers could be simply automatically generated links next to the messages, that somehow strip out the site specific stuff (e.g. domain), and that send you to a wiki like page: if it doesn't yet exist you're invited to fill out the page...
  5. Configuration dumps: check out http://drupal.org/project/fingerprint it is based on a features export of all the available exportables
  6. The structured Drupal vocabulary: probably we could start this with a community site based of http://code.google.com/p/neologism/ with a wiki like workflow. Ideally though this would be a module that integrates with a Drupal related blog that let's you submit new terms into the centralized vocabulary straight from your blog.

A much more detailed description of what our current technical state is with these features is available at http://www.pronovix.com/blog/technologies-improved-infrastructure-drupal...

--

Check out more of my writing on our blog and my Twitter account.

New issue on core help system

jhodgdon's picture

We've started a discussion in the Drupal core issue queue about a better system for help within Drupal. (By "help within Drupal", I'm referring to longer help text that people can see within their Drupal site.) Issue:
http://drupal.org/node/1031972
Current summary of proposed features/specifications:
http://drupal.org/node/1031972#comment-3975842

I think it's important first to figure out what the needed and desired features of a better help system are, before starting to build it or debating the merits of a particular methodology, technology, etc. So that is what is being discussed now -- comments welcome!

Thx for the link will chime

kvantomme's picture

Thx for the link will chime in!

Docs.d.o. is a really nice potential showcase for the DITA package, but it's only 1 application for this methodology. In the first place we are doing this to connect Drupal with the DITA community. DITA has a lot of similarities with the Drupal community (very helpful, enthusiastic, open community). Once we figured out what we need for the d.o. documentation I'll try to provide an answer with the DITA methodology that fits the requirements.

As a bonus, if we can do this with DITA we might get some technical writers from the DITA community interested in Drupal documentation...

--

Check out more of my writing on our blog and my Twitter account.

Just following up - I've

arianek's picture

Just following up - I've submitted 2 core conversation proposals. One of them is for the Help system, and one is regarding how to reign in the quantity and quality of pages in the online documentation (following up on conversations from the Docs meetings in Vancouver in December).

If anyone else wants to submit any of the above topics, go for it and we'll do our best to attend!

Improving the issue queue

rfay's picture

I posted one on improving the issue queue with summaries and handling documentation during the development process. Hope to have everybody's input.

A presentation for discussion is at

https://docs.google.com/present/edit?id=0ATSj3ekASkFxZGRzZDVzdzdfNDk3Y3F...

good idea to share the

arianek's picture

good idea to share the submission! here's my gdoc that i'd written up the ones i pitched in https://docs0.google.com/document/d/1W8ImC1T7I21AupDeGFf8NBOJlJttUyjIcUL... if anyone wants to ponder/give feedback.

@rfay - i really like your proposal (having the docs writing steps integrated is icing on the cake) ;) i thought that it might be of use for me to post some screenshots of how some of the features you noted on slide 5 are handled in unfuddle (project management software):

  • related issues:

Only local images are allowed.

  • associated commits:

Only local images are allowed.

Documentation vs. 'other' content on Drupal.org

Alex UA's picture

Thanks for starting this conversation arienek- I'm definitely interested in the Core Conversation on "Essential Docs", and would love to participate. One thing that's currently confusing to me is the separation between documentation and other sections of the site (esp. those that are open to the docs team, which I believe are all sections using book module, but I could be wrong).

I'm also very interested in figuring out better ways for people to get involved with what I would call the "marketing materials on d.o." (the about section, the landing pages for different sections, the homepage, etc), which I helped out with during the redesign, but for which there's not a clear way to get involved (to me). I'd also be very curious to know what other folks think of having some of the text on d.o. in hard-coded pages, which is the case with several of the pages for the redesign...

Alex Urevick-Ackelsberg
ZivTech: Illuminating Technology

Talk to drumm

jhodgdon's picture

Neil Drumm (username drumm) is currently maintaining the marketing-type pages on d.o., I believe.

Been talking...

Alex UA's picture

I have been chatting with Neil about this + other issues, but I'd also like to hear from others on the topic. At the very least it adds another level of complexity to the issue of who can do what, and where/how...

Alex Urevick-Ackelsberg
ZivTech: Illuminating Technology

Yes, during the redesign Lisa

arianek's picture

Yes, during the redesign Lisa Rex and I talked a little bit (as well as I think with Neil) about who should maintain the non-book page (ie. non "Documentation" section) content. So far, Docs team isn't really maintaining that stuff, though I've got access to update many of the non-docs pages and sometimes do.

It would be good to figure that out more clearly if for nothing else than to know who is actually supposed to be maintaining the pages (and this will help clarify how to help out with that).

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