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Doc Like an Egyptian
Dru Lavigne
Technical Documentation Manager, iXsystems
TLF July 9, 2016
All the old paintings on the tombs,
They do the sand dance, don't you know?
If they move too quick (oh whey oh),
They're falling down like a domino.
Walk Like an Egyptian, The Bangles
Outline
Introduction to Sphinx as part of an open source
documentation solution
Disclaimer: based on my experiences. While
from an open source perspective, discussion
also applies to proprietary documentation.
In Theory: Docs...
are published with each software release,
in multiple formats which suit the needs and devices of
that software's userbase,
in multiple translations which match that software's
global audience,
and are grammatically and technically correct.
In Reality...
docs are incomplete or outdated (assuming they even
exist,
docs are given lower priority than code,
noone wants to write docs / noone reads docs anyways,
no perfect doc management solution exists.
Incomplete/Outdated Docs
Software is a MOVING target, and outdated,
unversioned docs are worse than no docs
Need process for versioning and archiving docs, and
for finding the correct docs for each software version
I Get No Respect Around Here
Cultural issue: docs are as important as code and
Q/A and users actually want useful docs
Gently point users to the pertinent section of the
docs and create bug reports or doc updates
Finding the “Perfect” Tool
Is its formatting language easy to learn or
a significant barrier to entry?
Are syntax editors available?
Does it support the required formatting?
Finding the “Perfect” Tool
1st
Law of Doc Tools: the number/quality
of outputs is inversely proportional to the
ease of the markup language.
2nd
Law of Doc Tools: the fewer the doc
maintainers, the higher the number of desired
Outputs.
Example: doc/odt
Good: WYSIWYG editor available to any
author
Bad: templates are painful; difficult to
collaborate; outputs are limited
Example: wiki
Good: entry barrier fairly low and syntax quick to
learn
Bad: no concept of ToC, content flow, or versioning;
limited outputs
If you build it, they don't necessarily come (except
for the spambots)
Example: Latex
Good: rich formatting language; multiple outputs
integrate well into build and translation systems
Bad: very high barrier to entry as it takes a
dedicated time (and interest) commitment to learn
(and teach) the formatting language
Sphinx Features
Relatively easy-to-learn formatting language
that upports many outputs: HTML, PDF, ePUB,
LaTeX, Texinfo, man pages, txt, API docs, etc.
Provides a number of extensions such as
auto-numbered figures
Sphinx Features
Automatic generation of ToC, index, glossary
Source files are text and easily integrate into
existing revision control, translation, build, and
CI infrastructures
Sphinx Features
Fully customizable conf.py for controlling doc
layout
Several useful built-in builders (e.g. link
checker)
Sphinx Features
Several built-in themes and support for custom
themes; layout fully customizable using CSS
Anything can be linked (figures, keywords,
headings, etc.)
Sphinx Features
Writers can use any text editor on any system
with Python installed (or issue git pull requests)
Sphinx Limitations
Some odd formatting limitations require CSS
workarounds (e.g. bold italic)
Documentation is limited, assumes you are
familiar with Python, and needs more usage
examples
Converting Docs
Open source conversion utilities exist for
most formats
Experiment by converting a small doc
containing required formatting
Expectations
Will you be versioning docs or only
creating the latest and greatest?
What outputs are required? Versioned
PDFs? HTML on project page? Built into
software itself as a help system?
Source Repo
Determine the doc versioning system and
layout of .rst files
Update the README with instructions
for authors to create their own doc build
environment or how to create pull requests
Create a Cheat Sheet
Include a list of formatting tags and conventions
used by your docs and any gotchas to help new
authors quickly get up-to-speed
Publish the cheat sheet (or include in
README) in doc repository
Review What's Available
Spend some time playing with conf.py and
experiment with existing themes BEFORE
writing new docs as themes affect layout
Review available extensions and determine
if CSS customization is required
Resources & Examples
http://sphinx-doc.org
https://github.com/trueos/trueos-docs
github.com/trueos/sysadm/tree/master/api
Questions?
Contact
dru@freebsd.org
URL to slides
http://slideshare.net/dlavigne/tlf2016

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Tlf2016

  • 1. Doc Like an Egyptian Dru Lavigne Technical Documentation Manager, iXsystems TLF July 9, 2016
  • 2. All the old paintings on the tombs, They do the sand dance, don't you know? If they move too quick (oh whey oh), They're falling down like a domino. Walk Like an Egyptian, The Bangles
  • 3. Outline Introduction to Sphinx as part of an open source documentation solution Disclaimer: based on my experiences. While from an open source perspective, discussion also applies to proprietary documentation.
  • 4. In Theory: Docs... are published with each software release, in multiple formats which suit the needs and devices of that software's userbase, in multiple translations which match that software's global audience, and are grammatically and technically correct.
  • 5. In Reality... docs are incomplete or outdated (assuming they even exist, docs are given lower priority than code, noone wants to write docs / noone reads docs anyways, no perfect doc management solution exists.
  • 6. Incomplete/Outdated Docs Software is a MOVING target, and outdated, unversioned docs are worse than no docs Need process for versioning and archiving docs, and for finding the correct docs for each software version
  • 7. I Get No Respect Around Here Cultural issue: docs are as important as code and Q/A and users actually want useful docs Gently point users to the pertinent section of the docs and create bug reports or doc updates
  • 8. Finding the “Perfect” Tool Is its formatting language easy to learn or a significant barrier to entry? Are syntax editors available? Does it support the required formatting?
  • 9. Finding the “Perfect” Tool 1st Law of Doc Tools: the number/quality of outputs is inversely proportional to the ease of the markup language. 2nd Law of Doc Tools: the fewer the doc maintainers, the higher the number of desired Outputs.
  • 10. Example: doc/odt Good: WYSIWYG editor available to any author Bad: templates are painful; difficult to collaborate; outputs are limited
  • 11. Example: wiki Good: entry barrier fairly low and syntax quick to learn Bad: no concept of ToC, content flow, or versioning; limited outputs If you build it, they don't necessarily come (except for the spambots)
  • 12. Example: Latex Good: rich formatting language; multiple outputs integrate well into build and translation systems Bad: very high barrier to entry as it takes a dedicated time (and interest) commitment to learn (and teach) the formatting language
  • 13. Sphinx Features Relatively easy-to-learn formatting language that upports many outputs: HTML, PDF, ePUB, LaTeX, Texinfo, man pages, txt, API docs, etc. Provides a number of extensions such as auto-numbered figures
  • 14. Sphinx Features Automatic generation of ToC, index, glossary Source files are text and easily integrate into existing revision control, translation, build, and CI infrastructures
  • 15. Sphinx Features Fully customizable conf.py for controlling doc layout Several useful built-in builders (e.g. link checker)
  • 16. Sphinx Features Several built-in themes and support for custom themes; layout fully customizable using CSS Anything can be linked (figures, keywords, headings, etc.)
  • 17. Sphinx Features Writers can use any text editor on any system with Python installed (or issue git pull requests)
  • 18. Sphinx Limitations Some odd formatting limitations require CSS workarounds (e.g. bold italic) Documentation is limited, assumes you are familiar with Python, and needs more usage examples
  • 19.
  • 20.
  • 21. Converting Docs Open source conversion utilities exist for most formats Experiment by converting a small doc containing required formatting
  • 22. Expectations Will you be versioning docs or only creating the latest and greatest? What outputs are required? Versioned PDFs? HTML on project page? Built into software itself as a help system?
  • 23. Source Repo Determine the doc versioning system and layout of .rst files Update the README with instructions for authors to create their own doc build environment or how to create pull requests
  • 24. Create a Cheat Sheet Include a list of formatting tags and conventions used by your docs and any gotchas to help new authors quickly get up-to-speed Publish the cheat sheet (or include in README) in doc repository
  • 25. Review What's Available Spend some time playing with conf.py and experiment with existing themes BEFORE writing new docs as themes affect layout Review available extensions and determine if CSS customization is required