Support, forums, training or documentation

There are several ways to find information regarding the features or issues in WordPress and each one of them has a function and a time. This is a short explanation of what each means, the difference and when to use them.

What is what?

A good way to differentiate them is to define them and to provide use cases for each. None is better or worst than the other neither is any more or less important. It all depends on when they are used.

  • Support is 1:1, requires interaction and it is used for more urgent issues, whether is a chatbot or person and is immediate.
  • Forums are intended for broader help or best advice on specific topics. Most of the time is asynchronous but is monitored by a team or person, paid or volunteer. Most importantly, forums are community driven.
  • Documentation are basically instructions on how to do things. There is no interaction of any kind for questions. Literally, “what you read is what you get.”
  • Training creates lessons on topics. These can be on video or written form. Can be individual or part of a series. And training can be immediate or in the user’s own time.

Some use cases

Users require information for different reasons and search for it in different ways.

For instance, hosting companies use support, either by chat or call, to resolve a user’s issue. Whether is urgent or not, it usually is something that the user cannot solve by themselves or it has an immediate need for solution.

The forums are topical and in threads. They are very useful for discussions and to provide guidance over an issue or topic. Forums are monitored and conversation are mostly asynchronous. Some of the uses could be a school discussion group, product sales, best practices, product help, product how-to’s, etc.

When a user wants to learn fairly quick how to do something, following the steps in a documentation article is the best way. There are no interactions and the user reads it in their own time.

In opposition to wanting to deeply learn about a subject, then the user would search for a training lesson or course.

What can a user find in WordPress.orgWordPress.org The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. https://wordpress.org/

WordPress.org does not provide support. There is no team that will reply to questions 1:1 at any time. Instead there are the Forums that are monitored by contributors, volunteer and paid, that reply to questions posted.

There is documentation for end-users and developers and there are training lessons offered in Learn.

It is a strong recommendation by the documentation team to stop using the word support and instead refer to each instance with their respective name.

Props to @milana_cap and @atachibana for the review of this article.

#docs

Development and design work continues on Helphub

Docs team, please refrain from updating/uploading articles on Helphub still. Work will continue until Friday 20 January.

I will update the team if we need more time.

For questions, pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” @estelaris on docs SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. channel.

#helphub

There is work in progress in HelpHub (Documentation)

This post is to ask everyone who has access to HelpHub, to please refrain from adding, editing or publishing old or new articles as of the writing of this post.

MetaMeta Meta is a term that refers to the inside workings of a group. For us, this is the team that works on internal WordPress sites like WordCamp Central and Make WordPress. team is working on the replacement of the /support/ site for a /documentation/ site and whatever is not there as of today, will be lost.

Please hold off any updates until after 17 January 2023. If you have any questions, reach out to @estelaris on #docs SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. or leave a comment below.

The next meeting is scheduled with the following details:

When: Tuesday, 15 November, 2022, 04:00 PM GMT+1

Where: #docs channel on Slack

Agenda:

  1. Attendance
  2. Note-taker & Facilitator selection for Next Meeting
  3. Projects checks
  4. Alterations on HelpHub design pages to sync with new WP.org template
    • Changelog is a collapsible item
    • Changelog and Feedback form switched placement
    • Adding descriptions to categories & subcategories on landing page, will affect mobile length
    • Adding description to articles in categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging. page (no description on subcategory) – will affect mobile length
    • Article content switch sides, long content to the left and article TOC to the right
    • Figma i1 vs i4
  5. First iteration for DevHub new design
    • Content review (landing page: what goes, what stays?)
    • Improvements only to articles not inside handbooks
    • Design in general
  6. Open floor

If there’s anything you’d like to discuss on the open floor, please leave the comment below.

#agenda, #meetings

New design for HelpHub in WordPress.org

The end-user documentation or HelpHub will go through a transformation, both in the design and the site map. 

The refinements in the template will improve the user experience while searching for information. These improvements include one landing page for end-user and developers documentation that will be called Documentation. This is the entry port to both HelpHub and DevHub. Although this article focuses on HelpHub, there will be changes for DevHub in the future.

Showing the look of the new end-user documentation landing page showing the 4 categories and subcategories under each in two columns. There are links to developers documentation and the forums at the bottom of the page.

Better search

The new site map includes 4 main categories and subcategories under each. This will improve search and allow new articles to be added into the existing categories without creating a ‘miscellaneous’ categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging..

New site map showing categories and subcategories

New features

Documentation will have a new headerHeader The header of your site is typically the first thing people will experience. The masthead or header art located across the top of your page is part of the look and feel of your website. It can influence a visitor’s opinion about your content and you/ your organization’s brand. It may also look different on different screen sizes.. The team is dropping the word ‘Support’ and replacing it with ‘Documentation’. This area of the website will contain reference information rather than be a place where users interact with the Support team as described in the Renaming WordPress.org Support to Documentation.

The new header for end-user documentation replaces the word Support for Documentation

A changelog was added to keep historic information on each article. The user will have a better idea of how recent the information is.

Example of changelog

Other features that will help searching are the breadcrumbs, a new documentation submenu to the categories, a more prominent table of content and, a highlighted link to Support Forums.

Example showing placement for breadcrumbs table of contents and documentation search box, including the Support Forums block.

Another new feature was the retirement of the hash character at the end of the headlines as they were an accessibilityAccessibility Accessibility (commonly shortened to a11y) refers to the design of products, devices, services, or environments for people with disabilities. The concept of accessible design ensures both “direct access” (i.e. unassisted) and “indirect access” meaning compatibility with a person’s assistive technology (for example, computer screen readers). (https://en.wikipedia.org/wiki/Accessibility) issue and caused visual noise. The hash has been replaced by a link icon.

Appearance phases for the headlines

Documentation on mobile

The mobile version offers faster access to the specific topic in the article by using accordions to navigate long articles on mobile. The breadcrumbs, search and table of contents will remain at the top of the article.

Example of a documentation article on mobile.

The design

The design follows the style set by the News redesign. It is cleaner, jazzier and the new template opens the canvas to improve readability. Using also the same typography connects this design to the redesign of WordPress.

The color palette is simple and muted so as to not interfere with the multiple videos and screenshots used within the articles.

The work started at WCEU 2019 Contributors Day in Berlin. The following articles describe the work previously done.

Props to @milana_cap, @kenshino, and @atachibana for their direction on this project.

Props to @tobiasfeistmantl, @fmellitzer, @davidvie, @majaloncar, @pendraq, @igorel, @nobnob, @marcio-zebedeu, @chaion07, @netpassprodsr, @bph, @timohaver, @dmivelli, who contributed to the reclassification project.

Props to @melchoyce, @karmatosed, and @beafialho for their design guidance.

Props to @webcommsat and @marybaum for reviewing and editing help of this article.

#docs, #helphub

Reclassification of end-user documentation

The team did a second revision of the first recommended site map because we still found articles that should be moved to the developers documentation. The reason is that we want to keep the end-user documentation as clean as possible of developer jargon and make sure it only provides advice on how to use WordPress not how to alter it with code.

The main goal of article reclassification is to improve search and allow new articles to be added into the existing categories without creating a ‘miscellaneous’ categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging..

The first site map included 4 main categories and subcategories under each. The new recommendation maintains the 4 main categories, some subcategories have been renamed to better work in the future.

Link to the spreadsheet for better reading

The revision

As mentioned before, the review focused on removing all articles that were developer-focused. Some articles only require content review and move some of the too-technical parts. These parts were not discarded as they are still valuable information and will be moved to DevHub.

Categories and subcategories

The categories for end-user documentation were created to improve search, making it easier for the user to find the information. A secondary goal is to allow a continued learning path.

WordPress overview

WordPress Overview is the first category with 3 subcategories:

  • Where to start
  • FAQs
  • About WordPress

The intention of these subcategories is to provide a starting point for the new user and a quick access to resources to more seasoned users in the form of FAQs. About WordPress provides background information on how to become a contributor, WordPress’ history, etc.

Technical guides

Technical guides is the second category which includes 3 subcategories:

  • Installation
  • Security
  • Maintenance

Although the technical guides include topics that could be seen as developer-focused, there is some basic information that the end-user needs to learn about installing WordPress and working with their hosting companies, as well as maintaining a healthy and secured site.

Support guides

Support guides is the third category, also includes 3 subcategories:

  • The dashboard
  • Publishing
  • Media

These guides are all about the software, getting to know the moving parts of the front end, how to manage and publish content and media. The guides include articles for Classic Editor as well as the BlockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. Editor.

Customization

This is the fourth category and as the titles says, it is all about giving the site or blog the look and feel that the user wants. The number of subcategories increased to 9 and this will help with categorization as the FSE features and new blocks are developed.

  • Appearance
  • Default themes
  • Block Editor
  • Media blocks
  • Text blocks
  • Design blocks
  • Embed blocks
  • Theme blocks
  • WidgetWidget A WordPress Widget is a small block that performs a specific function. You can add these widgets in sidebars also known as widget-ready areas on your web page. WordPress widgets were originally created to provide a simple and easy-to-use way of giving design and structure control of the WordPress theme to the user. blocks

Related tickets

Because there are many moving parts on the site map, everything has been documented in tickets in the documentation issue tracker repository in GH

190Merge articles
192Change article title
373Delete articles from HH
388Move from HH to DH
425Content review duplicated article? Dimension Controls Overview
426FAQ’s content review
427Content review Finding WP Help
429Content review How WP processes post content
430Content review Creating a Search page
442Content review New to WordPress – Where to Start
443Content review Introduction to Blogging
458Content review Comments in WP
469Content review Video shortcodeShortcode A shortcode is a placeholder used within a WordPress post, page, or widget to insert a form or function generated by a plugin in a specific location on your site.
470Content review Weblog client
471Content review WP feeds
473Content review duplicate: WP.org vs WP. com
Tech partsInventory of Technical Parts From End User Docs

Next steps

The #docs team will collaborate with other teams to find the best way to make all the changes. So far, the hosting team is collaborating in moving articles to DevHub.

  • Create new categories and subcategories
  • Change title names to articles and create 301s for older URLs (with the metaMeta Meta is a term that refers to the inside workings of a group. For us, this is the team that works on internal WordPress sites like WordCamp Central and Make WordPress. team’s direction)
  • Merge pages and create 301’s
  • Delete pages and redirect to similar content pages/articles.

Other articles written as part of the redesign of HelpHub

Contributions

If you are interested in making any content review on any of the tickets above, reach out to @estelaris on SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. or leave a comment in the GH ticket.

Props to @femkreations for reviewing the many opened tickets. @milana_cap and @kenshino for reviewing the content. @jonoaldersonwp for providing SEO recommendations.

#helphub

First review on the new Sitemap for HelpHub

Following up on the post Explorations of a new classification for user documentation, we suggested to create 4 pillars (categories) and subcategories. My suggestion is to keep the subcategories to the minimum and add as many articles as needed, this will allow the system to grow as needed.

The 4 pillars in HelpHub

The 4 suggested pillars with their own subcategories are:

  1. WP Overview
    • About WordPress
    • Resources
    • FAQs
  2. Technical guides
    • WordPress installation
    • WordPress multisites
    • Configuration
    • Maintenance
    • Security
    • Troubleshooting
  3. Support guides
    • Get to know the dashboard
    • Publishing
    • Media
  4. Customization
    • Appearance
    • Default themes
    • Classic Editor
    • BlockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. Editor
    • Common Blocks
    • Formatting
    • Layout elements
    • Theme Blocks
    • Widgets
    • Embeds

What has been done

During Google Season of Docs 2020, there was a project to reclassify all the articles, change article titles to follow the new style guide being written at the time and review the content (including links, outdated content, etc).

These are some of title changes given and the team will discuss the next steps to either change the affected URLs or not, but that is for another post.

Due to the rotation of contributors and the team focusing on other issues, the revision of content is still ongoing. If you would like to help out, join a meeting or reach out to @femkreations on WordPress.orgWordPress.org The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. https://wordpress.org/, @Femy on Slack and she will guide you.

The new titles and the reclassification has been done. We will continue to include articles that are still to be written, as well as any new article.

The first draft

This is a first draft of the Sitemap and we need your help to make sure articles are in the correct categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging. or if there is anything else we need to add. You can leave your comments on this post or in the Draft of the Sitemap linked above.

What is up for review

  • Category names
  • Subcategory names
  • Articles classified in the correct category/subcategory

What is not for review

  • The four pillars (the title yes, but we won’t be adding anymore pillars)
  • Order of articles under categories nor order of subcategories (we will review them at a later time)
  • New name titles for articles (these were given during GSoD and have been already reviewed and accepted/rejected by the #docs team)

Other articles written as part of the redesign of HelpHub

If you would like to contribute or have any questions, reach out to @estelaris on Slack or leave a comment.

Props to @milana_cap for peer review.

#helphub

The hashtag and its future in documentation articles

In a previous post, we listed the requirements for the new design for HelpHub. This article is going to discuss one particular requirement, the hashtag at the end of the headlines inside an article.

Basically, we want to remove the # character from the headlines. It may be a radical change but it is necessary for accessibilityAccessibility Accessibility (commonly shortened to a11y) refers to the design of products, devices, services, or environments for people with disabilities. The concept of accessible design ensures both “direct access” (i.e. unassisted) and “indirect access” meaning compatibility with a person’s assistive technology (for example, computer screen readers). (https://en.wikipedia.org/wiki/Accessibility) reasons.

First of all, let’s mention the requirements to remove or replace the hashtag. The function must be:

  1. Clear on purpose
  2. Easy to read with keyboard
  3. Reduce visual noise
  4. Not polluting the link’s list for screen readers

The hashtag is used at the end of a headline in the articles as seen in the image below. In order to define its future, we need to understand its behavior.

Image of a headline including the hashtag

The hashtag is a link; the anchor is the H2 in the example above. It’s the anchor element, but it’s the link behavior, so it is ambiguous.

Technically, anchor refers to the target of an on-page link. This appears to be a link that gives easy access to identify the URLURL A specific web address of a website or web page on the Internet, such as a website’s URL www.wordpress.org that will give you access to the current location on the document. That’s…actually kind of complicated.

What about accessibility?

The icon of the character used is not as important as communicating the function of the link. Right now, the # has aria-hidden=true label, so it won’t be read at all.

<h2 id="requirements-on-the-server-side" class="toc-heading" tabindex="-1">Requirements on the server side <a href="#requirements-on-the-server-side" class="anchor"><span aria-hidden="true">#</span><span class="screen-reader-text">Requirements on the server side</span></a></h2>

Link to the code page, line 196

It’s backed by screen reader text that duplicates the heading title, but is also nested inside the heading; this means that the heading text will be read  (e.g.) “Recommended setup Recommended setup”.  It’s creating duplicate text nested inside the heading and does not expose any visible text to explain the purpose.

The options

After some research, I have found several options for replacing and/or removing the hashtag.

  • Adding the link to the heading with a character
  • Making the heading a link
  • Replacing the hashtag with a fly-out menu

Adding the link to the heading, as used by GitHub,  where the link is currently the method to expose the link to that section. It can also be linked from the topics table, at the top of the article. We would have to make sure the implementation is accessible to others besides sighted mouse users.

The link element can be added at the beginning of the headline.
The link element can also be inserted at the end of the headline.

Adding the link to the heading is reasonable and the simplest solution to replace the hashtag, as it will simplify the problem: the functionality will be clear and the visual noise would be reduced considerably.

There are arguments against providing links that point to themselves, however, as it can make a confusing interaction. One of the arguments against this method is that it pollutes the link list on a screen reader. The way the hashtag is presented now, already pollutes the screen reader’s link list.

Replacing the hashtag

Replacing the hashtag with a fly-out menu, as explained by the w3.org. The w3.org recommends using the fly-out menu to meet WCAGWCAG WCAG is an acronym for Web Content Accessibility Guidelines. These guidelines are helping make sure the internet is accessible to all people no matter how they would need to access the internet (screen-reader, keyboard only, etc) https://www.w3.org/TR/WCAG21/.. The fly-out menu removes the need for multiple page loads. The biggest disadvantage is for people with reduced dexterity who can have trouble or it could be almost impossible to operate fly-out menus,which can be prevented with the correct implementation.


Video showing how the fly-out menu operates

The design above would be changed to meet the WordPress.orgWordPress.org The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. https://wordpress.org/ design style.

Removing the Symbol

Is removing the symbol entirely an option? Another recommendation from w3.org is placing the interactive elements in an order that follows sequence. This means adding a table of contents which will link to the interactive element, the headline in this case. Basically, the way it is right now but without the hashtag.

Video showing mouse-click to headline and the URL pointing to that headline

References

We would like to hear from you. Do you have another solution that could meet all the requirements?

Props to @ryokuhi, @joedolson, @milana_cap, @jillmugge for peer review.

Update 8 March 2022

We are moving the discussion to a meta ticket to discuss options and accessibility.

#accessibility, #docs, #helphub

Update on the revision of documentation

This article is part of the Help Hub redesign series. Previous articles on this project at listed at the bottom.

As previously established, the Help Hub articles have problematic navigation as they are now. There are numerous reasons why that has happened but the new plan focuses on better use of categories.

As of now, there are 9 main categories and some articles have 2 or more categories making the navigation confusing. Another issue is that the landing page does not contain a table of contents per se, instead shows links to some articles.

The plan is to create 4 pillars and add categories to each pillar. Because this work is not done, there will be another post with more details. Let’s talk about the articles.

The proposal for a new navigation includes reading, reviewing, and classifying each one of the 170+ articles on Help Hub plus the articles for the blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. editor.

What are we reviewing?

  • Content: what is the article about? wherein the website creation does it fall into?
  • Codex links: are links still directing to a Codex page? does that Codex page still exists or has been migrated (without updating the link)?
  • Information: is the feature/process/tool described/recommended still valid or are they outdated?
  • External links: are links up-to-date or are they too old? is the link directing to a 404? flag all external links for docs team review.
  • Structure: are there too many links in the same paragraph? is the article following the new style guide (wording, headlines, punctuation, etc.)
  • Code snippets: are they well structured? is the code complete? are they needed?
  • Images: is it a good example? is it the latest version?

We feel that the revision is not exhaustive, but we will be as detailed as time and resources allow it. The work is being tracked on a spreadsheet because it needs to be reviewed by different contributors:

The process

The revision of articles began as a project under the 2020 Google Season of Docs. The assessment done by the GSoD technical writer included title changes and suggestions of merging/deleting pages with repeated or similar content. @dmivelli also came up with a first navigation proposal.

As a designer, I am reading each article to understand the documentation structure and can propose logical navigation, and at the same time, making recommendations on outdated content, structure, flag links, and image updates.

@atachibana from the documentation team is commenting on my recommendations, finding new links to replace flagged links and revisiting outdated content.

We still need the review of a developer to check on the code snippets and other technical information we are not familiar with.

Before making any updates to the articles, the documentation team will have a chance to have a final assessment.

We are working as fast as we can, but we need help with reviewing. If you are interested in helping to review articles and giving your recommendations, please reach out to @estelaris on the #docs SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. channel.

Previous articles

Props to @zzap and @atachibana for post edits.

WordPress Documentation Style Guide – Google Season of Docs 2020 Project Report

Google Season of Docs logo, WordPress logo

Google established the Season of Docs program to improve documentation for open sourceOpen Source Open Source denotes software for which the original source code is made freely available and may be redistributed and modified. Open Source **must be** delivered via a licensing model, see GPL. projects while also enabling technical writers to acquire valuable experience with open source organizations and technical writing. My proposal for A Full and Renewed Set of Documentation Style Guide was accepted by WordPress, which was a participating organization in Google Season of Docs 2020.

Quick links:

The reason I chose this project in particular, was that this was one of the only projects in Google Season of Docs 2020 where there was a chance to implement something totally new. An extensive style guide that would govern all WordPress documentation was a testing task that I loved to take on. Additionally, out of all the projects listed on Season of Docs 2020, WordPress had the most suitable project for me in terms of technical proficiency and familiarity with the platform. From the technical aspect, I had been developing websites on WordPress for over 4 years at that time.

I had recently completed a research fellowship with a non-profit organization in open source development and administration, so I was already accustomed to an open source environment. Furthermore, the direct impact of my efforts working with WordPress Documentation were unlike any other organization. Having a direct influence in impacting millions of developers and users is what motivated me to work with WordPress for GSoD 2020.

Project description

Synopsis

WordPress is a global non-profit software organization that is dedicated to serving the global community with software that emphasizes accessibilityAccessibility Accessibility (commonly shortened to a11y) refers to the design of products, devices, services, or environments for people with disabilities. The concept of accessible design ensures both “direct access” (i.e. unassisted) and “indirect access” meaning compatibility with a person’s assistive technology (for example, computer screen readers). (https://en.wikipedia.org/wiki/Accessibility), performance, security, and ease of use. WordPress’ cause strives to democratize publishing and open source software on the web. In our digital age, a website is quite literally the online facade of an organization or individual; and WordPress serves an immense task of efficiently serving hundreds of millions of users – attributed to the 40% of the internet it runs – with their software. To further efficiently serve these users, documentation proves to be essential and is used by most developers, administrators, and end-users. Therefore, documentation can be established as a principal factor of the WordPress ecosystem. At the time, WordPress documentation didn’t include a universal and unified set of rules and style guidelines for publishing. The motive of this project was to create a full and renewed set of documentation style guidelines, universally applicable for WordPress documentation. The project idea involved consolidating all aspects of design and style guidelines like semantics, syntactics, grammar guidelines, punctuation, development-specific rules, design attributes and formatting specifics. It also incorporated language conventions like voice, tone, tense, all parts of speech, as well as naming conventions. The tools, languages and platforms used were WordPress, GitHubGitHub GitHub is a website that offers online implementation of git repositories that can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/, Markdown, PHPPHP PHP (recursive acronym for PHP: Hypertext Preprocessor) is a widely-used open source general-purpose scripting language that is especially suited for web development and can be embedded into HTML. http://php.net/manual/en/intro-whatis.php., MySQLMySQL MySQL is a relational database management system. A database is a structured collection of data where content, configuration and other options are stored. https://www.mysql.com/., HTMLHTML HTML is an acronym for Hyper Text Markup Language. It is a markup language that is used in the development of web pages and websites./CSSCSS CSS is an acronym for cascading style sheets. This is what controls the design or look and feel of a site., and JavaScriptJavaScript JavaScript or JS is an object-oriented computer programming language commonly used to create interactive effects within web browsers. WordPress makes extensive use of JS for a better user experience. While PHP is executed on the server, JS executes within a user’s browser. https://www.javascript.com/..

Project plan

State of WordPress Documentation Style Guides

The WordPress Documentation Team has been implementing an undeclared but unanimous methodology of publishing guidelines. But once in a while, some elements are presupposed and the process becomes speculative. There didn’t exist any fixed standard and criterion for the purpose of writing and publishing articles for WordPress. The documentation team had written project specific style guidelines, but none that were universally applicable. Most style guidelines that existed were not consolidated in one handbook, or are deprecated and need to be updated. Hence, there was a need to design and develop a unified style guide to standardize WordPress documentation. 

Objectives

Over 40% of the internet’s websites run on WordPress, which in turn indicates that millions of developers and end-users are utilizing WordPress’ impressive functionalities. Documentation is an essential element in assisting these developers and users to efficiently fulfill these functionalities without any hassles, even in case of inconveniences. The overall objective of this project was to standardize a design and style guide, unify existing style guides, and update, as well as append new regulations and specifications for WordPress documentation. This would enable ease of use, simplicity, and uniformity in WordPress documentation.

Implementation

Tools and methodologies

Before commencement of the project, my mentors and I established that a collaborative platform would be best suited to accomodate the Style Guide. Even though WordPress itself can efficiently manage editing and site administration, we chose GitGit Git is a free and open source distributed version control system designed to handle everything from small to very large projects with speed and efficiency. Git is easy to learn and has a tiny footprint with lightning fast performance. Most modern plugin and theme development is being done with this version control system. https://git-scm.com/. and GitHub, as they provide a collaborative platform with a commit history and proper version control. This was especially advantageous as, with WordPress – one of the largest open source communities – come numeorus contributions and thereby various contributors, which would also make the Style Guide future-proof.

The documents were written in Markdown – of the GitHub Flavored Markdown (GFM) variety, and then were parsed by a custom parser for make.wordpress.orgWordPress.org The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. https://wordpress.org/, courtesy of @coffee2code from the MetaMeta Meta is a term that refers to the inside workings of a group. For us, this is the team that works on internal WordPress sites like WordCamp Central and Make WordPress. team.

Contributions

Leading up to the project, I had already started my contributions to WordPress well before the project commencement. I wrote, reviewed, and published various user and support articles for the GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/ BlockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. Editor End-user (BEE) Documentation team. As a mentor for the WordPress Documentation Mentorship team, I assisted new members and contributors to get conditioned to WordPress’ work protocols and contributing guidelines. Additionally, I also participated at the Virtual Contributors Day at WCEU 2020, and contributed to the WordPress CoreCore Core is the set of software required to run WordPress. The Core Development Team builds WordPress., Meta, and Polyglots communities.

Altogether, these interactions, involvements, and contributions proved to be beneficial for me to distinguish myself as a proficient technical writer, as well as a key contributor and team member that would efficiently complete a project.

During the doc development phase, even though there was no explicit requirement, I made an intention to consistently push commits to the repository everyday for the duration of the project – without diminishing the standard of my contributions. With the exclusion of one day, (December 1, 2020 to be exact – where I lost track of time submitting my Master’s applications :P) I achieved my intention of contributing daily.

These are my daily contributions to WordPress on GitHub (for what they’re worth).

Contributions to WordPress in 2020 by @tacitonic
Contributions to WordPress in 2021 by @tacitonic

GitHub repository for the WordPress Documentation Style Guide: https://github.com/WordPress/WordPress-Documentation-Style-Guide

This repository was specifically created for the WordPress Documentation Style Guide and my Google Season of Docs project. Accordingly, all of my commits and issues pertinent to the project can be found on the repository.

Commits authored by tacitonic: https://github.com/WordPress/WordPress-Documentation-Style-Guide/commits?author=tacitonic

Timeline and deliverables

Initially, my project was a standard-length project (3 months). 20 days into the project, I realized that there was a lot more to this project than what was my initial idea. As I researched extensively into style guides, dictionaries, and existing documentation, I came across newer topics and articles that needed to be added. Additionally, I had also been spending more time on writing every article than expected.

So, I asked my mentors whether I could extend my project duration from standard-length to long-running (5 months). They coordinated with the respective individuals and officially extended the project to a long-running one.

My main concern towards extending the project was that if the project were to be limited to the standard-length, the essential aspects of the Style Guide would have been left for some contributor after myself. I, having already researched so much into style guides, had a clear path of what else was needed. Moreover, every contributor volunteers their own time to any open source project; there’s no assurance that any individual would commit their time for an extensive project such as this one. So conclusively, I extended my project duration – giving myself more time to complete my deliverables.

Article structure of the WordPress Documentation Style Guide

Research and references

While planning as well as designing and writing, I researched existing style guides, dictionaries, and WordPress documentation extensively:

Collaboration

Mentors

Mentor: Milana Cap @milana_cap

Mentor: Felipe Elia @felipeelia

Org admin: Chloé Bringmann @cbringmann

Documentation Team Lead: Jon Ang @kenshino

Weekly meetings

Even before the community bonding phase, I participated in weekly meetings over SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. to know more about the functioning of WordPress, the Documentation team, as well as many other teams. During the doc development phase, I provided my weekly updates every Monday during the Docs team meeting. Occasionally the team would also discuss particular elements or articles in the Style Guide which were worth exchanging views about.

I would also clear up issues and difficulties during meetings; or would have them promptly cleared up in async – thanks to my mentors.

Challenges

There were a fair share of challenges that I encountered during writing the Style Guide. The first thing that I recollect thinking about challenges, is that I could not come up with relevant examples by any means whatsoever. I had my own tribulations while inventing my own examples. But once I referred to relevant documentation, existing handbooks, and support articles, I was comfortable with writing them.

What is imperative for a style guide, I had to spend plenty of time researching into what some might even consider trivial details. A great proportion of my time was dedicated towards writing accurate and unambiguous documentation.

Another challenge was related to the inherent functioning of any open source organization. Though WordPress is one of the largest open source communities, each contributor volunteers their own time to progress the project. You cannot expect and presume that someone would do a task on time as if they were employed by the organization. You have to be accomodating, and you’ll get your tasks done in good time. Regardless, WordPress’ contributors are dedicated individuals who are the benefactors of free and open source software.

Peculiar learnings

Having to build a style guide from scratch, I researched hundreds of pages in style guides, manuals, and developer documentation. Aside from researching, another huge task was to actually design and write the Style Guide. One might say that as a technical writer, you just have to formulate a plan and write documentation. But in the eight months since I started working on this project, I learned quite a lot of things in addition to writing and designing, that normally I wouldn’t have – and rather quite expeditiously.

Just to enumerate a few:

I think, in this regard, Google Season of Docs and other open source programs prove to be exceptional avenues in upskilling individuals.

Future prospects

  • Assign a permanent location for the Style Guide in WordPress docs.
  • Iron out parser inconsistencies.
  • Write the remaining articles in the word list and usage dictionary.
  • Complete internal linking and cross-referencing.
  • Review regulations that apply across all documentation.

In the immediate future, I plan to continue contributing to new projects and documentation as a team member of the WordPress Documentation Team. As I have earlier, I will also participate in and contribute to other WordPress teams such as Meta, Core, and Polyglots. I’ll continue supporting the Documentation Style Guide in my role as project committer and maintainer.

Conclusion

I sincerely hope that the Style Guide proves to be beneficial for WordPress developers and users alike. Designing and writing the Style Guide for a well-known organization such as WordPress was a unique opportunity, and I would like to thank Google for providing a program and platform for technical writers to achieve these opportunities. I was able to advance my technical writing and write over a 100 articles in a rather brief period of time. I would definitely distinguish this project as successful, and a favourable outcome for both WordPress and myself. The WordPress community has been one of the most affable and engaging communities in open source, and I look forward to a lot more persistent contributions to WordPress.

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