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Using GitHub for Enterprise and Open
Source Documentation
Lynda O’Leary
LavaCon, May 2017
@olearylynda
About me
@olearylynda
Agenda
Introduction to Git and GitHub
Adapting your documentation workflow
Contributing to open source documentation
Q&A
Environment
What do we need?
Small chunks
Topic orientated
Single-source
Various outputs
Technical reviews
Peer reviews
Maintain quality
Collaborative Tools
MadCap Flare MadCap Flare
SVN Git
Planning tool
Why Git?
Lightweight branching
● Isolate workspace
Decentralized model
● Perform VCS operations with no remote connection.
Git versus Traditional VCS
GIT Traditional VCS
● Snapshot of a miniature
filesystem
● Distributed version control
system
● Perform commits and
merges on your local
● Push changes to central
server
● Set of files
● Centralized version control
system
● Changes made to each file
over time
Install Git
● Command line - all platforms
● Desktop client
1. Download Git https://git-scm.com/downloads.
2. Set username and email address.
3. Authentication - HTTPS/SSH
Why GitHub?
● Fast
● Multiple users
● Built in reviews
● Powerful search
● Secure
● User Management
● Issue tracker
● Integrations
GitHub
➔ Hosts Git repositories
➔ Central point of collaboration
◆ clone other projects
◆ submit pull requests
➔ Area for networking
◆ build a profile
◆ upload and share projects
◆ connect with contributors
➔ Sign-up https://github.com/.
Terminology
Repository - contains your project files.
O'Leary - Using GitHub for Enterprise and Open Source Documentation
Fork
A copy of a repository.
Branch
Use branches to work on different versions of a repository at one time.
Commit
● Save changes to your branch
● Small commits
● Shows history of work and commit message
● Commit often
● Commit completed work
● Write good commit messages
Commit messages
Pull Request
● Method of notifying project maintainers about your changes
● Open at any time during development (get discussion started)
Merge
Merges changes into master.
GitHub Flow
➔ Fork the project you want to contribute to
➔ Create a branch
◆ your own area
◆ changes don’t affect master branch
➔ Add commits
◆ changes to your branch (add, edit, or delete a file)
◆ history of work and commit message
➔ Open a Pull Request
◆ method of notifying project maintainers about your changes
◆ open at any time during development (get discussion started)
➔ Discuss and Review PR
➔ Merge PR to master
Clone
Downloads a copy to your local computer.
Useful commands
➔ git status
➔ git log
➔ git blame
➔ git bisect
➔ git checkout <branch>
➔ git branch
➔ git rm <file>
➔ git fetch
➔ git push
➔ git pull
GitHub Integrations
Continuous Integration
Communication
Editor
Markdown
● Simple format
● .md file
● Text editor - Atom, Sublime
https://guides.github.com/features/mastering-markdown/
What did I learn?
● Agree on a workflow
● Implement in stages
● Collaboration increased
● Easier to track issues
● Same tools made it easier for reviews
● Treated docs like code
● Visibility
Storing your content
● Repo only for docs
● Store docs in with code
○ Standardize docs folder in project
● Include Readme file
● Include .gitignore file
● Only migrate the content you need
● Add wikis to your repo https://github.com/showcases/projects-with-great-wikis
Using branches
● Work in your own workspace without disruption
● Define branch naming
● Short lived
● Branch > tag > roll back
Reviewing content
● @mention
● Never merge your own PR
● Be respectful
● Follow the defined workflow
● Reward people for their work
Publishing your content
● Release tagging
● Discuss a workflow that works for your team
● Automate
Managing your work
● Use gists
● Use project boards
● Add milestones
● Look at metrics
Using issues
Track updates
Report changes
Suggest improves
Monitor progress
Creating labels
Color code
Identify level of difficulty
Include area of work
Add issue type
Reviewing Metrics
Who is contributing?
Reviewing Metrics
Timeline of commits
Reviewing Metrics
Code Frequency and traffic
Increasing the feedback cycle
Issues - create and review
Labels - create meaningful names for all levels
@mention - provide clear feedback, comment in conversations
Add to backlog and implement changes
What do we need to improve?
Localization - working with siloed teams?
Peer reviews - where to fit in?
Doc workflow - intent to deliver but sometimes fall behind?
Software/doc workflow - alignment to deliver on time.
Examples of best practice and contributing guides
https://symfony.com/doc/current/contributing/documentation/overview.html
https://help.github.com/articles/setting-guidelines-for-repository-contributors/
Cultural Change
Continuous Integration/Continuous Delivery
Next steps to ensure quality:
● Automate Builds
● Automate Tests
● Automate Deploy
GitHub Pages
● Static site hosting service
● Hosted from your GitHub repo
● username.github.io
● Select a theme
● Add custom domain
More information: https://pages.github.com/
Contributing to open source
● Wide variety of projects
● Range of tools
● Difficult to find easy issues for beginners
● New method of communicating
● Uncertainty of the process
Open source is for everyone
➔ Triage
➔ Technical Writers
➔ QA
➔ Community Managers
➔ UX experts
➔ Software Engineers
➔ Recruitment
Benefits of contributing to open source
➔ Visibility to employers
➔ History of your work
➔ Shows you have an interest
➔ Learn new skills
Your GitHub profile is more important than your
LinkedIn profile, to companies you actually want
to work for
Your GitHub Profile is your public portfolio
Search for a project
➔ Aligns to your interests
➔ Communicate with the community
➔ Read the guidelines
➔ Respect contributors
➔ Volunteer to help
How to start contributing?
● Find a small project
● Read the Readme file
a. information about the project
b. Contributors Guide
c. Code of Conduct
● Claim the issue
● Edit this page link
Communicate with contributors
➔ IRC Cloud
◆ join the project channel
◆ chat to contributors
➔ Twitter
➔ Slack
Resources
➔ Git for All Platforms http://git-scm.com
➔ Emoji cheat sheet http://www.emoji-cheat-sheet.com/
➔ IRCCloud https://www.irccloud.com
➔ GitHub Guides https://guides.github.com/
➔ Git cheat sheet
https://training.github.com/kit/downloads/github-git-cheat-sheet.pdf
➔ LavaCon Tutorial https://github.com/lyndaoleary/lavacon
FAQs
Where do I add my docs?
When should I delete a branch?
When would you restore a branch?
What is the difference between fork and clone?
What is the difference between clone and download?
What happens if 2 people working on same content?
Can I commit directly to master?
Thank you!
@olearylynda

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O'Leary - Using GitHub for Enterprise and Open Source Documentation

  • 1. Using GitHub for Enterprise and Open Source Documentation Lynda O’Leary LavaCon, May 2017 @olearylynda
  • 3. Agenda Introduction to Git and GitHub Adapting your documentation workflow Contributing to open source documentation Q&A
  • 5. What do we need? Small chunks Topic orientated Single-source Various outputs Technical reviews Peer reviews Maintain quality
  • 6. Collaborative Tools MadCap Flare MadCap Flare SVN Git Planning tool
  • 7. Why Git? Lightweight branching ● Isolate workspace Decentralized model ● Perform VCS operations with no remote connection.
  • 8. Git versus Traditional VCS GIT Traditional VCS ● Snapshot of a miniature filesystem ● Distributed version control system ● Perform commits and merges on your local ● Push changes to central server ● Set of files ● Centralized version control system ● Changes made to each file over time
  • 9. Install Git ● Command line - all platforms ● Desktop client 1. Download Git https://git-scm.com/downloads. 2. Set username and email address. 3. Authentication - HTTPS/SSH
  • 10. Why GitHub? ● Fast ● Multiple users ● Built in reviews ● Powerful search ● Secure ● User Management ● Issue tracker ● Integrations
  • 11. GitHub ➔ Hosts Git repositories ➔ Central point of collaboration ◆ clone other projects ◆ submit pull requests ➔ Area for networking ◆ build a profile ◆ upload and share projects ◆ connect with contributors ➔ Sign-up https://github.com/.
  • 12. Terminology Repository - contains your project files.
  • 14. Fork A copy of a repository.
  • 15. Branch Use branches to work on different versions of a repository at one time.
  • 16. Commit ● Save changes to your branch ● Small commits ● Shows history of work and commit message ● Commit often ● Commit completed work ● Write good commit messages
  • 18. Pull Request ● Method of notifying project maintainers about your changes ● Open at any time during development (get discussion started)
  • 20. GitHub Flow ➔ Fork the project you want to contribute to ➔ Create a branch ◆ your own area ◆ changes don’t affect master branch ➔ Add commits ◆ changes to your branch (add, edit, or delete a file) ◆ history of work and commit message ➔ Open a Pull Request ◆ method of notifying project maintainers about your changes ◆ open at any time during development (get discussion started) ➔ Discuss and Review PR ➔ Merge PR to master
  • 21. Clone Downloads a copy to your local computer.
  • 22. Useful commands ➔ git status ➔ git log ➔ git blame ➔ git bisect ➔ git checkout <branch> ➔ git branch ➔ git rm <file> ➔ git fetch ➔ git push ➔ git pull
  • 24. Markdown ● Simple format ● .md file ● Text editor - Atom, Sublime https://guides.github.com/features/mastering-markdown/
  • 25. What did I learn? ● Agree on a workflow ● Implement in stages ● Collaboration increased ● Easier to track issues ● Same tools made it easier for reviews ● Treated docs like code ● Visibility
  • 26. Storing your content ● Repo only for docs ● Store docs in with code ○ Standardize docs folder in project ● Include Readme file ● Include .gitignore file ● Only migrate the content you need ● Add wikis to your repo https://github.com/showcases/projects-with-great-wikis
  • 27. Using branches ● Work in your own workspace without disruption ● Define branch naming ● Short lived ● Branch > tag > roll back
  • 28. Reviewing content ● @mention ● Never merge your own PR ● Be respectful ● Follow the defined workflow ● Reward people for their work
  • 29. Publishing your content ● Release tagging ● Discuss a workflow that works for your team ● Automate
  • 30. Managing your work ● Use gists ● Use project boards ● Add milestones ● Look at metrics
  • 31. Using issues Track updates Report changes Suggest improves Monitor progress
  • 32. Creating labels Color code Identify level of difficulty Include area of work Add issue type
  • 33. Reviewing Metrics Who is contributing?
  • 36. Increasing the feedback cycle Issues - create and review Labels - create meaningful names for all levels @mention - provide clear feedback, comment in conversations Add to backlog and implement changes
  • 37. What do we need to improve? Localization - working with siloed teams? Peer reviews - where to fit in? Doc workflow - intent to deliver but sometimes fall behind? Software/doc workflow - alignment to deliver on time.
  • 38. Examples of best practice and contributing guides https://symfony.com/doc/current/contributing/documentation/overview.html https://help.github.com/articles/setting-guidelines-for-repository-contributors/
  • 40. Continuous Integration/Continuous Delivery Next steps to ensure quality: ● Automate Builds ● Automate Tests ● Automate Deploy
  • 41. GitHub Pages ● Static site hosting service ● Hosted from your GitHub repo ● username.github.io ● Select a theme ● Add custom domain More information: https://pages.github.com/
  • 42. Contributing to open source ● Wide variety of projects ● Range of tools ● Difficult to find easy issues for beginners ● New method of communicating ● Uncertainty of the process
  • 43. Open source is for everyone ➔ Triage ➔ Technical Writers ➔ QA ➔ Community Managers ➔ UX experts ➔ Software Engineers ➔ Recruitment
  • 44. Benefits of contributing to open source ➔ Visibility to employers ➔ History of your work ➔ Shows you have an interest ➔ Learn new skills
  • 45. Your GitHub profile is more important than your LinkedIn profile, to companies you actually want to work for
  • 46. Your GitHub Profile is your public portfolio
  • 47. Search for a project ➔ Aligns to your interests ➔ Communicate with the community ➔ Read the guidelines ➔ Respect contributors ➔ Volunteer to help
  • 48. How to start contributing? ● Find a small project ● Read the Readme file a. information about the project b. Contributors Guide c. Code of Conduct ● Claim the issue ● Edit this page link
  • 49. Communicate with contributors ➔ IRC Cloud ◆ join the project channel ◆ chat to contributors ➔ Twitter ➔ Slack
  • 50. Resources ➔ Git for All Platforms http://git-scm.com ➔ Emoji cheat sheet http://www.emoji-cheat-sheet.com/ ➔ IRCCloud https://www.irccloud.com ➔ GitHub Guides https://guides.github.com/ ➔ Git cheat sheet https://training.github.com/kit/downloads/github-git-cheat-sheet.pdf ➔ LavaCon Tutorial https://github.com/lyndaoleary/lavacon
  • 51. FAQs Where do I add my docs? When should I delete a branch? When would you restore a branch? What is the difference between fork and clone? What is the difference between clone and download? What happens if 2 people working on same content? Can I commit directly to master?