Outreachy: Improve user guide documentation for Wagtail #116
Replies: 29 comments 52 replies
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I look forward to working on this with you |
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Awesome, looking forward to contributing to this project🚀 |
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Hey everyone lookin foward to participating in this project |
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Great project, I look forward to make contributions. |
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These are some suggestions I have for the Tutorials Section
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Suggestions for the "Finding your way Around Page"
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👋 I’m looking for ideas for contributions for Outreachy participants, specifically contributions to the site’s contents.
I’d like to make a list of about 10 "beginner" contributions, and ideally 5-10 at the intermediate to advanced level. Please add any suggestions by replying to this thread! Outreachy participants – – at this stage please don’t pick up any of those ideas yet. I will be assigning them to contributors myself, based on everyone’s expertise and interest, and only for people who are interested in our User Guide project and have completed the Documentation contributor checklist. |
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User Guide Documentation ReviewUX Review
Information ArchitechtureI don't think we have to explicitly use elements of the Diataxis framework as names for the side navigation Suggested Navigations/TopicsLanding page (first-page user arrives on the documentation page)
Getting started (Tutorials)
How to/Guides (Can be categorized Into beginner/ Intermediate and Advanced)
Learn about wagtail (Explanations)
References
Horizontal navigation on the top part of the page, to guide the user, wouldn't be a bad idea. I'd be happy to further design a prototype for this hierarchy if need be :) |
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Some Suggestions on Improving the User guide Documentation
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Proper Organization of User Guide DocumentationAll of the documentations are over the place, also needing help too navigating to where they are. There should be a reference to all the documentation from a single page so a user can always come back to a central place when lost or confused |
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Suggestions on the User Guide Documentation
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IntroductionThe current Wagtail user guide documentation is based on the diátaxis framework and is divided into four key areas, as shown below.
As the name indicates, the user is at the core of the content when developing user documentation, and the four modes of content allude to the types of contents that should be generated to suit the needs of the user, according to the diátaxis framework. I will be evaluating this documentation in consideration of the diátaxis framework's requirements, semantics, and general improvements. TutorialsTutorials, according to the diátaxis, are intended to provide the user with basic knowledge. This implies that while producing wagtail lessons, one must presume that the consumers have no prior experience with wagtail. This part should cater to the demands of the users by delivering a step-by-step lesson and creating an experience that is free of abstraction.
How-toThe How-to section of a document is straightforward and solution-oriented. It concentrates on specific tasks, allowing this solution to be directly utilised at work. It has clear goals and does not necessitate explanations. After reviewing the existing how-to documentation here are my conclusions; ExplanationsThis section of documentation adds context, clarifies, and shows the user the big picture of everything. This part explains why everything is the way it is, gives history (if necessary), and delves into any other topics that may have been skipped in prior sections. Currently, I believe the page is still in the works, and writing lengthy articles that discuss each feature and their use cases will be an excellent addition to this portion of the documentation. ReferencesThis section comprises the majority of the technical nitty gritty and gives accurate information about various items in the documentation. Users should be able to easily review the references to recollect what CMS means, what a child page implies, and so on. It should be a reliable section for all types of users (beginner, intermediate and experts). Additional InformationThis documentation's contents should also contain videos, particularly in the tutorial and how-to sections. Also, photos are effective in communicating content, and Including the required screenshots in the relevant sections will go a long way toward assisting users.. I checked all of the previously reported documentation issues, including this isssue was likewise about including screenshots to help new users. Finally, a navigation bar above the page will come in helpful to ensure a user can effortlessly switch pages. |
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Suggestions on the User Guide DocumentationFirst before I make my suggestions, I would love to mention that balance is equally important in creating the user guide documentation: how much is enough? A UI should be intuitive and suggestive in nature. What I am trying to say is a need to document certain elements on the UI might hints more at a faulty UI than a need for documentation. So this is something to also consider as we ponder on what elements of the admin UI to include in the documentation. Alternatively, we could have UI writing instead( documentation in the UI).I think this was one of the secondary goals for the project. So in cases where some elements can just be explained directly in the UI, then this would be a better option than writing them in the documentation. And besides, most users are less inclined to check the documentation to understand every UI element. It is stressful. They rather just tickle with it until they gain enough understanding of it to do what they want to do. Most users today expect some pop up doing the explanation without them leaving the page. For my suggestions, I will cover it inline with the diataxis framework. So now, let me talk about the tutorial section. TutorialsAs @activus-d have suggested, the getting started can't be considered a tutorial content, and I would suggested it be treated separately. What I would think is more appropriate for the tutorials section would include: Usecases: I don't know if anyone is paying attention to this, but this statement--"Wagtail is an open source content management system"--is repeated severally across the Wagtail's documentation sites, but on no instance was there a specific reference to what CMSs Wagtail can be used to build. Just simply mentioning that Wagtail is a CMS is not enough. We need explicit references to really strike a cord with the audience on what Wagtail is capable of! I think this is very important. The only thing that suggests a usecase of Wagtail currently is the Bakerydemo, which demonstrate mostly, using Wagtail for building blogs. I think, at this point, it is important to interact with the broader Wagtail community to know what they are using Wagtail to build: Ecommerce? Health websites? Travel websites? Some days ago, I was searching online for a tutorial on using Wagtail to build an Ecommerce store, and the only content I could find on Google (at least on the first few SERP pages) was this Snipcart ecommerce. In fact, several websites duplicated this same tutorial! This looks to me a content gap. My suggestion: The only way to demonstrate the robustness of the usecases of Wagtail is by providing actually examples of what is being currently built with Wagtail. This could be achieved through tutorials. The Tutorial section of the User guide could be populated with these type of content that demonstrate Wagtail usecases. A potential problem that might crop up with these tutorials is that actual coding may be involved. In this case, I would suggest a clear separation of the coding aspects of each usecase from the admin interface. The main developer documentation could handle the coding aspect, while the admin interface for each of the usecases can be handled in the user guide. Secondly, I am also sure there would be nuances to managing content peculiar to each usecase. For instance, managing content for an ecommerce would be different from managing content for a blog site. Ecommerce might demand more demonstrations of the Wagtail Image and Collections features than a blog site would; while a blog site might demand more demonstrations of the Wagtail Richtext feature than a Ecommerce would. Tutorials can be used for demonstrating handling the nuances specific to each of the usecases. Alternatively, you can also consider publishing these usecase tutorials as Community tutorials as a separate section of it own. This might be a consideration if the tutorials is intended to focus strictly on Wagtail without delving into other tools or stuff. How-tosI think this section have been heavily covered by previous commenters in this page, so I will pass on this. ExplanationI believe content on the Zen of Wagtail and the entirety of the idea upon which Wagtail is built also belongs in the user guide too. This knowledge is equally important for editors too to help them gain a better understanding of Wagtail and their place in the CMS process. Secondly, Wagtail terminologies need to be also explained: Child page, Parent page, and so on. A content editor with no knowledge of coding might have trouble understanding this, so providing detailed explanations on these terminologies as well as other Wagtail-specific terminologies would be suitable for this section. There is also need to explain why Wagtail was built technically the way it is built: Why a Page tree system? ReferenceThis was a suggestion by @lb- Deep dive into some of the more complex field types we use; choosers, StreamField, InlinePanel, Embeds (maybe in the references section) This looks an interesting addition to the user guide documentation, but I don't know from what perspective this should be written about in the reference section. I would think that explaining these field types to a developer would be different from how they would be explained to a content editor or an administrator. So I think the perspective on how these field types should be explained in the user guide should also be considered. |
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Suggestions on the User Guide DocumentationHere are my suggestion to improve the Explanation section of the User guide.
These are my suggestion, I am hoping to get a feedback on this soon. Let me know if there are things I got wrong or if the suggestions doesn't fit the Explanation section. |
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Another key improvement, not particularly content, is to think through and improve the workflow of those who can contribyti the content in the future. Here is a rough bunch of thoughts on this. 1. Awareness
2. Easy registration as a user & joining the communityOnce a potential contributor arrives at either the public guide site or this project's readme, it should be as easy as possible to join the site as a read only admin. Some kind of one click join feature would be great, pretty sure that's doable. Then when they join the admin, their dashboard page should be useful and show recent updates and maybe some helpful links. We should also promote a Slack channel (I assume Additionally it would be great to be able to get some kind of emails regularly regarding key changes if you are a user in the Wagtail admin. Permissions groups are really important to consider here before setting up these kinds of things. We also need to be really careful about people's emails and names being available and to what extent to what user types. Finally, we need to consider what happens when someone wants to leave this project. Can they / should they delete their account? Or just request it gets deactivated? 3.Get access to submit suggested changes via comments onlyThis might be a good next step for contributing, users cannot edit but just add comments. It's important to think about the notification process here and also how these comments get resolved or addressed. Maybe a list of comments needing to be resolved can be on the dashboard for users with more permissions level. 4. Getting access to being able to update some parts or some translations onlyAfter this, users may have access to submit changes but not publish them. This gets a bit tricky with multiple people maybe wanting to update the same page. 5. Permission to approve content changes & recognise contributorsFinally, changes being published and also the ability to update the contributors listing. A great part of the Wagtail community is acknowledgement of those that play a part. We want to ensure we don't forget to add names to this list. There could.be a lot more steps here but just some thoughts to get us going. |
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Suggestions for the Wagtail User Guide.
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Suggestions on the User Guide DocumentationThe Landing Page.For the landing page or the footer, I think it'll be good to add Wagtail's social links, like Twitter, slack, and Torch Box's YouTube channel. It can be titled as a h3 and be called "Stay Updated" or "Join Us Online". TutorialsWith tutorials, we can help editors/users gain competence in using wagtail for various purposes. Some ideas include:
How-TOsSome ideas I have include;
ReferenceFor the reference section, I think we can add the meaning of different actions that occur while managing revisions. E.g., revert, what is an alias page, and more. We can also go through Reddit threads or forums to understand if there are any pain points editors may have while using the CMS and address them in the documentation. Like here |
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Suggestion on user guide documentation.
Observation on the UIThe font is equal throughout the page, compared to the developer documentation. How toHow to integrate wagtail in Cpanel Explanationwagtail vs WordPress ReferenceGlossary |
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Hello everyone, I created a list of what the (editor guide) Glossary might look like. It's not an extensive list though. But I'd like to hear your feedback on it. https://docs.google.com/document/d/1YqZ5EjD5FxEWXvtfE_rYumR-TjY6hJP9Q1okJFHyMU8/edit?usp=sharing |
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Hello everyone, |
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Tutorials - Getting Started:https://guide.wagtail.org/en-latest/tutorials/getting-started/ Details
This becomes
This becomes
This becomes
Explanationhttps://guide.wagtail.org/en-latest/explanation/ DetailsAccording to Diátaxis, “Explanation clarifies, deepens and broadens the reader’s understanding of a subject.”
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@thibaudcolas some ideas about the concept of a new contributor-level suggestion. I was thinking of adding all the third-party installations that one might need before proceeding with any Wagtail installation. We had to install it before we could use it to start any make commands after the errors we encountered on the first try, a problem that some of the outreachy contributors here, ran into (though we were able to solve it). It felt like a Python-Django utility program because of the documentation's style, but that is not the case. I know from experience that someone who is a backend dev will spot this on the fly but this is for someone new to the platform and is looking at giving Wagtail a short. I did a small search and found that this program (make) does not come bundled in any OS (I stand to be corrected) and is one of the many third-party programs that the user needs to have in their local machine before going ahead with any other command, so it doesn't seem like something is breaking the moment one starts any Wagtail installations. Another is the setup and installation of virtual environments, which must be done consistently throughout all documentation in order for all creation patterns to be up-to-date with the latest Python versions. I did bring up this issue here. Last but not least, Windows users on Wagtail (Open-Source in general if I may) currently experience more blockers than Mac and Linux users. |
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SUGGESTIONS TO THE USER GUIDE DOCUMENTATIONThe documentation does not highlight the subsection you're operating on. I think it will be nice to have a feature for that. Possibly, if there can be a navigation on the right-hand side to indicate the subsection, it will be easier to follow and be identified. In the How-to>Managing documents> it only explains how to add and remove documents. It doesn't explain how to use the document you added to your web page, for example, if you have to contact your web master to use it. I think an explanation of how the document can be used is needed in the user guide. There is a typo in the Finding your way around>The dashboard. In the 2nd line, "you can can" and not "you can" |
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Feature idea - quick review question on how-to pagesSome documentation pages have a nice approach to the whole previous/next buttons where they also include a simple multi-choice question at the bottom of the page. This isn't anything fancy (no cookies, not account sign up, resets on refresh etc). But just one question about something on the page with a way to submit and get feedback while still on the page. Some of our pages are quite long and cover a lot of things, but it would still be nice to help get a sense of progress and also it's a good way for some to learn. ExampleA good example of this is Next.js' learning resources. https://nextjs.org/learn/seo/introduction-to-seo/importance-of-seo Once you submit... |
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wagtail user guide: improvements
also massive props for the dark/light mode |
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Ability to subscribe to changes / updatesIt would be great to be able to have, at minimum, an RSS feed of content changes somehow. Alternatively, some other way to subscribe or be notified of main updates to the page's content on a regular basis. This is useful for the following;
It may be that this can and should be done in the admin UI, but I'm not aware of a general 'watch changes' feature in Wagtail. |
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👋 for people interested in following updates on the Outreachy internship, I’ve created a separate thread: Outreachy: Editor Guide internship updates #282. |
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🚧 This project idea is part of Wagtail’s participation in the Outreachy December 2022 cohort. We are sharing this publicly for everyone’s awareness, and to solicit feedback / questions / comments.
As a CMS, Wagtail features a very polished administration interface with lots of content management features, which we’re very proud of. Unfortunately our "editor guide" documentation for users hasn’t kept up with our more recent overhauls of the CMS. The documentation is there, it’s technically up-to-date, but it only covers parts of the features, and it could use a good refresh. We could use some help!
The main goal of the project will be to revamp our user guide documentation, which we’ve recently transferred onto a new site for ease of management. This would involve getting familiar with the CMS, liaising with our existing documentation authors, planning new content as well as rewrites of existing content. By the end of the project, we would ideally have produced a comprehensive user guide with didactic information about most / all features of the CMS.
Depending on the candidate’s interests and skillset, we’re also interested in considering one or multiple secondary goals:
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