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Creating and Managing Content for Open
Source Products
Jackie Wheeler
VP, Technical Content and Certification
August 15, 2017
Welcome!
Topics:
● The advantages of open content
● The content release cycle
● Tools and platforms for content distribution
● Enabling community participation
● Licensing
2
“Just open, honest
communication is
the best thing in the
world.”
- Brett Davern
Advantages of open content
Drives adoption
● Our goal: successful users
● Make docs and training freely available
● People still buy training
4
Advantages of open content
● Allow users to learn about features and products they don’t already
have
● People still buy professional services to implement those solutions
Drives expansion
5
Advantages of open content
● More readers -> more feedback
● People still buy Tech Support
Improves quality
6
Content release cycle
Plan
Write
Test and
review
Release Feedback
The content release cycle
● Use feedback to plan content improvements at the start of each
release cycle
● Check bug database, forums, etc.
● Make in-progress docs publicly available
Get feedback early and often
8
The content release cycle
● Plan content for docs, training materials, articles, and blog posts
● Train users on how to use the software AND the docs
● Link articles and blogs back to docs
● Best practices
Categorize content types
9
The content release cycle
Write for wide audience
● Write for non-native English speakers
● Simple, concise sentences
● Define terms and acronyms
● Answer the question “why?”
● Point off to outside resources
10
The content release cycle
Test and review
● Test everything on multiple platforms
● Get reviews from subject-matter experts and newbies
● Get feedback from users again
11
The content release cycle
Release
● Release content at each milestone (if using Agile) to maximize
feedback
● Keep editing existing docs after new release has started (if allowed)
12
Tools and platforms
Tools and platforms
Github
● Github Pages is great solution for smaller doc sets that aren’t
versioned
● Docs can live with the code
● Author in Markdown or HTML
● Can keep docs in separate repository to avoid problems with
non-committers, editing after release
https://pages.github.com/
14
Tools and platforms
Confluence
● Free for open source projects
● Cloud and Server versions
● Many features and plugins
● WYSIWYG editor and source editor
● Scroll Versions plug-in handles versioning without losing SEO
● Scroll Viewport plug-in allows greater control over look and feel
https://www.atlassian.com/software/confluence
15
Tools and platforms
ReadTheDocs.org
● Free if you display an ad
● Pulls Markdown and reStructured Text content from Github,
automatically builds docs
● Provides versioning, multi-format generation (PDF, epub, etc.)
● Provides some basic templates, or create your own
https://readthedocs.org/
16
Tools and platforms
mkdocs
● Works with Python config to generate HTML docs from Markdown
● You can use the ReadTheDocs theme or create your own
http://www.mkdocs.org/
17
Tools and platforms
Asciidoctor
● Asciidoc is a lightweight markup language like Markdown
● Asciidoctor replaces the original Asciidoc Python processor
● Generates HTML 5 and includes default templates
● Open source
http://asciidoctor.org/
18
Enabling community participation
Enabling community participation
Make it easy
● Community page
● Feedback links in docs
● Forums
● Hackathons and bug hunts
● Conferences
20
Enabling community participation
Make it rewarding
● Points, prizes, public recognition
● Personal communication
21
Enabling community participation
Play to their strengths
● Developers like to write tutorials
● Architects like to draw diagrams
● Business users like to provide use cases and scenarios
● Writers like to report typos
22
Licensing your
content
Licensing
Creative Commons
24
Public Domain
(CC0)
No restrictions
Attribution (BY) Must give credit to author
Attribution (BY)
+ Share-alike (SA)
Must give credit to author and can redistribute only
with identical license
https://en.wikipedia.org/wiki/Creative_Commons_license
Next steps
Next steps
● Promote open content in your organization
● Build feedback into your content release cycle
● Try out tools and platforms
● Enable community participation
● Review licensing
26
Questions?
THANK YOU
wso2.com
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Creating and Managing Technical Content for Open Source Products

  • 1. Creating and Managing Content for Open Source Products Jackie Wheeler VP, Technical Content and Certification August 15, 2017
  • 2. Welcome! Topics: ● The advantages of open content ● The content release cycle ● Tools and platforms for content distribution ● Enabling community participation ● Licensing 2
  • 3. “Just open, honest communication is the best thing in the world.” - Brett Davern
  • 4. Advantages of open content Drives adoption ● Our goal: successful users ● Make docs and training freely available ● People still buy training 4
  • 5. Advantages of open content ● Allow users to learn about features and products they don’t already have ● People still buy professional services to implement those solutions Drives expansion 5
  • 6. Advantages of open content ● More readers -> more feedback ● People still buy Tech Support Improves quality 6
  • 7. Content release cycle Plan Write Test and review Release Feedback
  • 8. The content release cycle ● Use feedback to plan content improvements at the start of each release cycle ● Check bug database, forums, etc. ● Make in-progress docs publicly available Get feedback early and often 8
  • 9. The content release cycle ● Plan content for docs, training materials, articles, and blog posts ● Train users on how to use the software AND the docs ● Link articles and blogs back to docs ● Best practices Categorize content types 9
  • 10. The content release cycle Write for wide audience ● Write for non-native English speakers ● Simple, concise sentences ● Define terms and acronyms ● Answer the question “why?” ● Point off to outside resources 10
  • 11. The content release cycle Test and review ● Test everything on multiple platforms ● Get reviews from subject-matter experts and newbies ● Get feedback from users again 11
  • 12. The content release cycle Release ● Release content at each milestone (if using Agile) to maximize feedback ● Keep editing existing docs after new release has started (if allowed) 12
  • 14. Tools and platforms Github ● Github Pages is great solution for smaller doc sets that aren’t versioned ● Docs can live with the code ● Author in Markdown or HTML ● Can keep docs in separate repository to avoid problems with non-committers, editing after release https://pages.github.com/ 14
  • 15. Tools and platforms Confluence ● Free for open source projects ● Cloud and Server versions ● Many features and plugins ● WYSIWYG editor and source editor ● Scroll Versions plug-in handles versioning without losing SEO ● Scroll Viewport plug-in allows greater control over look and feel https://www.atlassian.com/software/confluence 15
  • 16. Tools and platforms ReadTheDocs.org ● Free if you display an ad ● Pulls Markdown and reStructured Text content from Github, automatically builds docs ● Provides versioning, multi-format generation (PDF, epub, etc.) ● Provides some basic templates, or create your own https://readthedocs.org/ 16
  • 17. Tools and platforms mkdocs ● Works with Python config to generate HTML docs from Markdown ● You can use the ReadTheDocs theme or create your own http://www.mkdocs.org/ 17
  • 18. Tools and platforms Asciidoctor ● Asciidoc is a lightweight markup language like Markdown ● Asciidoctor replaces the original Asciidoc Python processor ● Generates HTML 5 and includes default templates ● Open source http://asciidoctor.org/ 18
  • 20. Enabling community participation Make it easy ● Community page ● Feedback links in docs ● Forums ● Hackathons and bug hunts ● Conferences 20
  • 21. Enabling community participation Make it rewarding ● Points, prizes, public recognition ● Personal communication 21
  • 22. Enabling community participation Play to their strengths ● Developers like to write tutorials ● Architects like to draw diagrams ● Business users like to provide use cases and scenarios ● Writers like to report typos 22
  • 24. Licensing Creative Commons 24 Public Domain (CC0) No restrictions Attribution (BY) Must give credit to author Attribution (BY) + Share-alike (SA) Must give credit to author and can redistribute only with identical license https://en.wikipedia.org/wiki/Creative_Commons_license
  • 26. Next steps ● Promote open content in your organization ● Build feedback into your content release cycle ● Try out tools and platforms ● Enable community participation ● Review licensing 26