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author | Fotis Voutsas <fotis@netdata.cloud> | 2023-03-07 13:53:18 +0200 |
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committer | Fotis Voutsas <fotis@netdata.cloud> | 2023-03-07 13:53:18 +0200 |
commit | 21b62874c06e91abfc30c381990efe394afc0c87 (patch) | |
tree | efcd747947e1a5cdf56b60850ae5114374cfa1ee | |
parent | 1af0c0f144816f43d6f22b23da8d80be5e0f1f1c (diff) |
merge guideline docs and add info to style guidedocs-guidelines
-rw-r--r-- | contribution-guidelines.md | 807 | ||||
-rw-r--r-- | docs/contributing/style-guide.md | 86 | ||||
-rw-r--r-- | docs/guidelines.md | 67 |
3 files changed, 93 insertions, 867 deletions
diff --git a/contribution-guidelines.md b/contribution-guidelines.md deleted file mode 100644 index d81e0d03be..0000000000 --- a/contribution-guidelines.md +++ /dev/null @@ -1,807 +0,0 @@ -# Docs Development Guidelines - -Welcome to our docs developer guidelines! - -We store documentation related to Netdata inside of -the [`netdata/netdata` repository](https://github.com/netdata/netdata) on GitHub. - -The Netdata team aggregates and publishes all documentation at [learn.netdata.cloud](/) using -[Docusaurus](https://v2.docusaurus.io/) over at the [`netdata/learn` repository](https://github.com/netdata/learn). - -## Before you get started - -Anyone interested in contributing to documentation should first read the [Netdata style guide](#styling-guide) further -down below and the [Netdata Community Code of Conduct](https://github.com/netdata/.github/blob/main/CODE_OF_CONDUCT.md). - -Netdata's documentation uses Markdown syntax. If you're not familiar with Markdown, read -the [Mastering Markdown](https://guides.github.com/features/mastering-markdown/) guide from GitHub for the basics on -creating paragraphs, styled text, lists, tables, and more, and read further down about some special -occasions [while writing in MDX](#mdx-and-markdown). - -### Netdata's Documentation structure - -Netdata's documentation is separated into 5 categories. - -- **Getting Started**: This section’s purpose is to present “What is Netdata” and for whom is it for while also - presenting all the ways Netdata can be deployed. That includes Netdata’s platform support, Standalone deployment, - Parent-child deployments, deploying on Kubernetes and also deploying on IoT nodes. - - Stored in **WIP** - - Published in **WIP** -- **Concepts**: This section’s purpose is to take a pitch on all the aspects of Netdata. We present the functionality of - each component/idea and support it with examples but we don’t go deep into technical details. - - Stored in the `/docs/concepts` directory in the `netdata/netdata` repository. - - Published in **WIP** -- **Tasks**: This section's purpose is to break down any operation into a series of fundamental tasks for the Netdata - solution. - - Stored in the `/docs/tasks` directory in the `netdata/netdata` repository. - - Published in **WIP** -- **References**: This section’s purpose is to explain thoroughly every part of Netdata. That covers settings, - configurations and so on. - - Stored near the component they refer to. - - Published in **WIP** -- **Collectors References**: This section’s purpose is to explain thoroughly every collector that Netdata supports and - it's configuration options. - - Stored in stored near the collector they refer to. - - Published in **WIP** - -## How to contribute - -The easiest way to contribute to Netdata's documentation is to edit a file directly on GitHub. This is perfect for small -fixes to a single document, such as fixing a typo or clarifying a confusing sentence. - -Click on the **Edit this page** button on any published document on [Netdata Learn](https://learn.netdata.cloud). Each -page has two of these buttons: One beneath the table of contents, and another at the end of the document, which take you -to GitHub's code editor. Make your suggested changes, keeping the [Netdata style guide](#styling-guide) -in mind, and use the ***Preview changes*** button to ensure your Markdown syntax works as expected. - -Under the **Commit changes** header, write descriptive title for your requested change. Click the **Commit changes** -button to initiate your pull request (PR). - -Jump down to our instructions on [PRs](#making-a-pull-request) for your next steps. - -### Edit locally - -Editing documentation locally is the preferred method for complex changes that span multiple documents or change the -documentation's style or structure. - -Create a fork of the Netdata Agent repository by visit the [Netdata repository](https://github.com/netdata/netdata) and -clicking on the **Fork** button. - -GitHub will ask you where you want to clone the repository. When finished, you end up at the index of your forked -Netdata Agent repository. Clone your fork to your local machine: - -```bash -git clone https://github.com/YOUR-GITHUB-USERNAME/netdata.git -``` - -Create a new branch using `git checkout -b BRANCH-NAME`. Use your favorite text editor to make your changes, keeping -the [Netdata style guide](https://github.com/netdata/netdata/blob/master/docs/contributing/style-guide.md) in mind. Add, commit, and push changes to your fork. When you're -finished, visit the [Netdata Agent Pull requests](https://github.com/netdata/netdata/pulls) to create a new pull request -based on the changes you made in the new branch of your fork. - -### Making a pull request - -Pull requests (PRs) should be concise and informative. See our [PR guidelines](/contribute/handbook#pr-guidelines) for -specifics. - -- The title must follow the [imperative mood](https://en.wikipedia.org/wiki/Imperative_mood) and be no more than ~50 - characters. -- The description should explain what was changed and why. Verify that you tested any code or processes that you are - trying to change. - -The Netdata team will review your PR and assesses it for correctness, conciseness, and overall quality. We may point to -specific sections and ask for additional information or other fixes. - -After merging your PR, the Netdata team rebuilds the [documentation site](https://learn.netdata.cloud) to publish the -changed documentation. - -## Writing Docs - -We have three main types of Docs: **References**, **Concepts** and **Tasks**. - -### Metadata Tags - -All of the Docs however have what we call "metadata" tags. these help to organize the document upon publishing. - -So let's go through the different necessary metadata tags to get a document properly published on Learn: - -- Docusaurus Specific:\ - These metadata tags are parsed automatically by Docusaurus and are rendered in the published document. **Note**: - Netdata only uses the Docusaurus metadata tags releveant for our documentation infrastructure. - - `title: "The title of the document"` : Here we specify the title of our document, which is going to be converted - to the heading of the published page. - - `description: "The description of the file"`: Here we give a description of what this file is about. - - `custom_edit_url: https://github.com/netdata/netdata/edit/master/collectors/COLLECTORS.md`: Here is an example of - the link that the user will be redirected to if he clicks the "Edit this page button", as you see it leads - directly to the edit page of the source file. -- Netdata Learn specific: - - `learn_status: "..."` - - The options for this tag are: - - `"published"` - - `"unpublished"` - - `learn_topic_type: "..."` - - The options for this tag are: - - `"Getting Started"` - - `"Concepts"` - - `"Tasks"` - - `"References"` - - `"Collectors References"` - - This is the Topic that the file belongs to, and this is going to resemble the start directory of the file's - path on Learn for example if we write `"Concepts"` in the field, then the file is going to be placed - under `/Concepts/....` inside Learn. - - `learn_rel_path: "/example/"` - - This tag represents the rest of the path, without the filename in the end, so in this case if the file is a - Concept, it would go under `Concepts/example/filename.md`. If you want to place the file under the "root" - topic folder, input `"/"`. - - ⚠️ In case any of these "Learn" tags are missing or falsely inputted the file will remain unpublished. This is by - design to prevent non-properly tagged files from getting published. - -While Docusaurus can make use of more metadata tags than the above, these are the minimum we require to publish the file -on Learn. - -### Doc Templates - -These are the templates we use for our Documentation files: - -<details> -<summary>Reference Docs</summary> - -The template that is used for Reference files is: - -``` - <!-- - title: "Apache monitoring with Netdata" - description: "Monitor the health and performance of Apache web servers with zero configuration, per-second metric granularity, and interactive visualizations." - custom_edit_url: https://github.com/netdata/go.d.plugin/edit/master/modules/apache/README.md - learn_topic_type: "Collector References" - learn_rel_path: "/sample_category" - learn_status: "published" - --> -``` - -## Configuration files - -### Data collection - -``` -go.d/apache.conf -``` - -To make changes, see `the ./edit-config task <link>` - -### Alerts - -none - -## Requirements to run this module - -- none - -## Requirement on the monitored application - -- `Apache` with enabled [`mod_status`](https://httpd.apache.org/docs/2.4/mod/mod_status.html) - -## Auto detection - -### Single node installation - -. . . we autodetect localhost:port and what configurations are defaults - -### Kubernetes installations - -. . . Service discovery, click here - -## Metrics - -Columns: Context | description (of the context) | units (of the context) | dimensions | alerts - -- Requests in `requests/s` -- Connections in `connections` -- Async Connections in `connections` -- Scoreboard in `connections` -- Bandwidth in `kilobits/s` -- Workers in `workers` -- Lifetime Average Number Of Requests Per Second in `requests/s` -- Lifetime Average Number Of Bytes Served Per Second in `KiB/s` -- Lifetime Average Response Size in `KiB` - -### Labels - -just like <https://github.com/netdata/go.d.plugin/tree/master/modules/k8s_state#labels> - -## Alerts - -collapsible content for every alert, just like the alert guides - -## Configuration options - -Table with all the configuration options available. - -Columns: name | description | default - -## Configuration example - -Needs only `url` to server's `server-status?auto`. Here is an example for 2 servers: - -```yaml -jobs: - - name: local - url: http://127.0.0.1/server-status?auto - - name: remote - url: http://203.0.113.10/server-status?auto -``` - -For all available options please see -module [configuration file](https://github.com/netdata/go.d.plugin/blob/master/config/go.d/apache.conf). - -## Troubleshoot - -backlink to the task to run this module in debug mode - -</details> - -<details> -<summary>Task Docs</summary> - -The template that is used for Task files is: - -``` - <!-- - title: "Task title" - description: "Task description" - custom_edit_url: https://github.com/netdata/netdata/edit/master/docs/Tasks/sampletask.md - learn_topic_type: "Tasks" - learn_rel_path: "/sample_category" - learn_status: "published" - --> -``` - -## Description - -A small description of the Task. - -## Prerequisites - -Describe all the information that the user needs to know before proceeding with the task. - -## Context - -Describe the background information of the Task, the purpose of the Task, and what will the user achieve by completing -it. - -## Steps - -A task consists of steps, here provide the actions needed from the user, so he can complete the task correctly. - -## Result - -Describe the expected output/ outcome of the result. - -## Example - -Provide any examples needed for the Task - -</details> - -<details> -<summary>Concept Docs</summary> - -The template of the Concept files is: - -``` - <!-- - title: "Concept title" - description: "Concept description" - custom_edit_url: https://github.com/netdata/netdata/edit/master/docs/Concepts/sampleconcept.md - learn_topic_type: "Concepts" - learn_rel_path: "/sample_category" - learn_status: "published" - --> -``` - -## Description - -In our concepts we have a more loose structure, the goal is to communicate the "concept" to the user, starting with -simple language that even a new user can understand, and building from there. - -</details> - -## Styling Guide - -The *Netdata style guide* establishes editorial guidelines for any writing produced by the Netdata team or the Netdata -community, including documentation, articles, in-product UX copy, and more. Both internal Netdata teams and external -contributors to any of Netdata's open-source projects should reference and adhere to this style guide as much as -possible. - -Netdata's writing should **empower** and **educate**. You want to help people understand Netdata's value, encourage them -to learn more, and ultimately use Netdata's products to democratize monitoring in their organizations. To achieve these -goals, your writing should be: - -- **Clear**. Use simple words and sentences. Use strong, direct, and active language that encourages readers to action. -- **Concise**. Provide solutions and answers as quickly as possible. Give users the information they need right now, - along with opportunities to learn more. -- **Universal**. Think of yourself as a guide giving a tour of Netdata's products, features, and capabilities to a - diverse group of users. Write to reach the widest possible audience. - -You can achieve these goals by reading and adhering to the principles outlined below. - -## Voice and tone - -One way we write empowering, educational content is by using a consistent voice and an appropriate tone. - -*Voice* is like your personality, which doesn't really change day to day. - -*Tone* is how you express your personality. Your expression changes based on your attitude or mood, or based on who -you're around. In writing, your reflect tone in your word choice, punctuation, sentence structure, or even the use of -emoji. - -The same idea about voice and tone applies to organizations, too. Our voice shouldn't change much between two pieces of -content, no matter who wrote each, but the tone might be quite different based on who we think is reading. - -For example, a [blog post](https://www.netdata.cloud/blog/) and a [press release](https://www.netdata.cloud/news/) -should have a similar voice, despite most often being written by different people. However, blog posts are relaxed and -witty, while press releases are focused and academic. You won't see any emoji in a press release. - -### Voice - -Netdata's voice is authentic, passionate, playful, and respectful. - -- **Authentic** writing is honest and fact-driven. Focus on Netdata's strength while accurately communicating what - Netdata can and cannot do, and emphasize technical accuracy over hard sells and marketing jargon. -- **Passionate** writing is strong and direct. Be a champion for the product or feature you're writing about, and let - your unique personality and writing style shine. -- **Playful** writing is friendly, thoughtful, and engaging. Don't take yourself too seriously, as long as it's not at - the expense of Netdata or any of its users. -- **Respectful** writing treats people the way you want to be treated. Prioritize giving solutions and answers as - quickly as possible. - -### Tone - -Netdata's tone is fun and playful, but clarity and conciseness comes first. We also tend to be informal, and aren't -afraid of a playful joke or two. - -While we have general standards for voice and tone, we do want every individual's unique writing style to reflect in -published content. - -## Universal communication - -Netdata is a global company in every sense, with employees, contributors, and users from around the world. We strive to -communicate in a way that is clear and easily understood by everyone. - -Here are some guidelines, pointers, and questions to be aware of as you write to ensure your writing is universal. Some -of these are expanded into individual sections in -the [language, grammar, and mechanics](#language-grammar-and-mechanics) section below. - -- Would this language make sense to someone who doesn't work here? -- Could someone quickly scan this document and understand the material? -- Create an information hierarchy with key information presented first and clearly called out to improve scannability. -- Avoid directional language like "sidebar on the right of the page" or "header at the top of the page" since - presentation elements may adapt for devices. -- Use descriptive links rather than "click here" or "learn more". -- Include alt text for images and image links. -- Ensure any information contained within a graphic element is also available as plain text. -- Avoid idioms that may not be familiar to the user or that may not make sense when translated. -- Avoid local, cultural, or historical references that may be unfamiliar to users. -- Prioritize active, direct language. -- Avoid referring to someone's age unless it is directly relevant; likewise, avoid referring to people with age-related - descriptors like "young" or "elderly." -- Avoid disability-related idioms like "lame" or "falling on deaf ears." Don't refer to a person's disability unless - it’s directly relevant to what you're writing. -- Don't call groups of people "guys." Don't call women "girls." -- Avoid gendered terms in favor of neutral alternatives, like "server" instead of "waitress" and "businessperson" - instead of "businessman." -- When writing about a person, use their communicated pronouns. When in doubt, just ask or use their name. It's OK to - use "they" as a singular pronoun. - -> Some of these guidelines were adapted from MailChimp under the Creative Commons license. - -## Language, grammar, and mechanics - -To ensure Netdata's writing is clear, concise, and universal, we have established standards for language, grammar, and -certain writing mechanics. However, if you're writing about Netdata for an external publication, such as a guest blog -post, follow that publication's style guide or standards, while keeping -the [preferred spelling of Netdata terms](#netdata-specific-terms) in mind. - -### Active voice - -Active voice is more concise and easier to understand compared to passive voice. When using active voice, the subject of -the sentence is action. In passive voice, the subject is acted upon. A famous example of passive voice is the phrase -"mistakes were made." - -| | | -|-----------------|-------------------------------------------------------------------------------------------| -| Not recommended | When an alarm is triggered by a metric, a notification is sent by Netdata. | -| **Recommended** | When a metric triggers an alarm, Netdata sends a notification to your preferred endpoint. | - -### Second person - -Use the second person ("you") to give instructions or "talk" directly to users. - -In these situations, avoid "we," "I," "let's," and "us," particularly in documentation. The "you" pronoun can also be -implied, depending on your sentence structure. - -One valid exception is when a member of the Netdata team or community wants to write about said team or community. - -| | | -|--------------------------------|--------------------------------------------------------------| -| Not recommended | To install Netdata, we should try the one-line installer... | -| **Recommended** | To install Netdata, you should try the one-line installer... | -| **Recommended**, implied "you" | To install Netdata, try the one-line installer... | - -### "Easy" or "simple" - -Using words that imply the complexity of a task or feature goes against our policy -of [universal communication](#universal-communication). If you claim that a task is easy and the reader struggles to -complete it, you may inadvertently discourage them. - -However, if you give users two options and want to relay that one option is genuinely less complex than another, be -specific about how and why. - -For example, don't write, "Netdata's one-line installer is the easiest way to install Netdata." Instead, you might want -to say, "Netdata's one-line installer requires fewer steps than manually installing from source." - -### Slang, metaphors, and jargon - -A particular word, phrase, or metaphor you're familiar with might not translate well to the other cultures featured -among Netdata's global community. We recommended you avoid slang or colloquialisms in your writing. - -In addition, don't use abbreviations that have not yet been defined in the content. See our section on -[abbreviations](#abbreviations-acronyms-and-initialisms) for additional guidance. - -If you must use industry jargon, such as "mean time to resolution," define the term as clearly and concisely as you can. - -> Netdata helps you reduce your organization's mean time to resolution (MTTR), which is the average time the responsible -> team requires to repair a system and resolve an ongoing incident. - -### Spelling - -While the Netdata team is mostly *not* American, we still aspire to use American spelling whenever possible, as it is -the standard for the monitoring industry. - -See the [word list](#word-list) for spellings of specific words. - -### Capitalization - -Follow the general [English standards](https://owl.purdue.edu/owl/general_writing/mechanics/help_with_capitals.html) for -capitalization. In summary: - -- Capitalize the first word of every new sentence. -- Don't use uppercase for emphasis. (Netdata is the BEST!) -- Capitalize the names of brands, software, products, and companies according to their official guidelines. (Netdata, - Docker, Apache, NGINX) -- Avoid camel case (NetData) or all caps (NETDATA). - -Whenever you refer to the company Netdata, Inc., or the open-source monitoring agent the company develops, capitalize -**Netdata**. - -However, if you are referring to a process, user, or group on a Linux system, use lowercase and fence the word in an -inline code block: `` `netdata` ``. - -| | | -|-----------------|------------------------------------------------------------------------------------------------| -| Not recommended | The netdata agent, which spawns the netdata process, is actively maintained by netdata, inc. | -| **Recommended** | The Netdata Agent, which spawns the `netdata` process, is actively maintained by Netdata, Inc. | - -#### Capitalization of document titles and page headings - -Document titles and page headings should use sentence case. That means you should only capitalize the first word. - -If you need to use the name of a brand, software, product, and company, capitalize it according to their official -guidelines. - -Also, don't put a period (`.`) or colon (`:`) at the end of a title or header. - -| | | -|-----------------|-----------------------------------------------------------------------------------------------------| -| Not recommended | Getting Started Guide <br />Service Discovery and Auto-Detection: <br />Install netdata with docker | -| **Recommended** | Getting started guide <br />Service discovery and auto-detection <br />Install Netdata with Docker | - -### Abbreviations (acronyms and initialisms) - -Use abbreviations (including [acronyms and initialisms](https://www.dictionary.com/e/acronym-vs-abbreviation/)) in -documentation when one exists, when it's widely accepted within the monitoring/sysadmin community, and when it improves -the readability of a document. - -When introducing an abbreviation to a document for the first time, give the reader both the spelled-out version and the -shortened version at the same time. For example: - -> Use Netdata to monitor Extended Berkeley Packet Filter (eBPF) metrics in real-time. -> After you define an abbreviation, don't switch back and forth. Use only the abbreviation for the rest of the document. - -You can also use abbreviations in a document's title to keep the title short and relevant. If you do this, you should -still introduce the spelled-out name alongside the abbreviation as soon as possible. - -### Clause order - -When instructing users to take action, give them the context first. By placing the context in an initial clause at the -beginning of the sentence, users can immediately know if they want to read more, follow a link, or skip ahead. - -| | | -|-----------------|--------------------------------------------------------------------------------| -| Not recommended | Read the reference guide if you'd like to learn more about custom dashboards. | -| **Recommended** | If you'd like to learn more about custom dashboards, read the reference guide. | - -### Oxford comma - -The Oxford comma is the comma used after the second-to-last item in a list of three or more items. It appears just -before "and" or "or." - -| | | -|-----------------|------------------------------------------------------------------------------| -| Not recommended | Netdata can monitor RAM, disk I/O, MySQL queries per second and lm-sensors. | -| **Recommended** | Netdata can monitor RAM, disk I/O, MySQL queries per second, and lm-sensors. | - -### Future releases or features - -Do not mention future releases or upcoming features in writing unless they have been previously communicated via a -public roadmap. - -In particular, documentation must describe, as accurately as possible, the Netdata Agent _as of -the [latest commit](https://github.com/netdata/netdata/commits/master) in the GitHub repository_. For Netdata Cloud, -documentation must reflect the *current state* of [production](https://app.netdata.cloud). - -### Informational links - -Every link should clearly state its destination. Don't use words like "here" to describe where a link will take your -reader. - -| | | -|-----------------|-----------------------------------------------------------------------------------------------------------------------------------------| -| Not recommended | To install Netdata, click [here](https://github.com/netdata/netdata/blob/master/packaging/installer/README.md). | -| **Recommended** | To install Netdata, read the [installation instructions](https://github.com/netdata/netdata/blob/master/packaging/installer/README.md). | - -Use links as often as required to provide necessary context. Blog posts and guides require less hyperlinks than -documentation. See the section on [linking between documentation](#linking-between-documentation) for guidance on the -Markdown syntax and path structure of inter-documentation links. - -### Contractions - -Contractions like "you'll" or "they're" are acceptable in most Netdata writing. They're both authentic and playful, and -reinforce the idea that you, as a writer, are guiding users through a particular idea, process, or feature. - -Contractions are generally not used in press releases or other media engagements. - -### Emoji - |