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diff --git a/docs/contributing/style-guide.md b/docs/contributing/style-guide.md new file mode 100644 index 00000000..b9dd63b8 --- /dev/null +++ b/docs/contributing/style-guide.md @@ -0,0 +1,486 @@ +# Netdata style 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. + +> ### Note +> This document is meant to be accompanied by the [Documentation Guidelines](https://github.com/netdata/netdata/blob/master/docs/guidelines.md). If you want to contribute to Netdata's documentation, please read it too. + +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. + + +### 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 alert is triggered by a metric, a notification is sent by Netdata. | +| **Recommended** | When a metric triggers an alert, 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 + +Emoji can add fun and character to your writing, but should be used sparingly and only if it matches the content's tone +and desired audience. + +## Technical/Linux standards + +Configuration or maintenance of the Netdata Agent requires some system administration skills, such as navigating +directories, editing files, or starting/stopping/restarting services. Certain processes + +### Switching Linux users + +Netdata documentation often suggests that users switch from their normal user to the `netdata` user to run specific +commands. Use the following command to instruct users to make the switch: + +```bash +sudo su -s /bin/bash netdata +``` + +### Hostname/IP address of a node + +Use `NODE` instead of an actual or example IP address/hostname when referencing the process of navigating to a dashboard +or API endpoint in a browser. + +| | | +|-----------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------| +| Not recommended | Navigate to `http://example.com:19999` in your browser to see Netdata's dashboard. <br />Navigate to `http://203.0.113.0:19999` in your browser to see Netdata's dashboard. | +| **Recommended** | Navigate to `http://NODE:19999` in your browser to see Netdata's dashboard. | + +If you worry that `NODE` doesn't provide enough context for the user, particularly in documentation or guides designed +for beginners, you can provide an explanation: + +> With the Netdata Agent running, visit `http://NODE:19999/api/v1/info` in your browser, replacing `NODE` with the IP +> address or hostname of your Agent. + +### Paths and running commands + +When instructing users to run a Netdata-specific command, don't assume the path to said command, because not every +Netdata Agent installation will have commands under the same paths. When applicable, help them navigate to the correct +path, providing a recommendation or instructions on how to view the running configuration, which includes the correct +paths. + +For example, the [configuration](https://github.com/netdata/netdata/blob/master/docs/configure/nodes.md) doc first +teaches users how to find the Netdata config +directory and navigate to it, then runs commands from the `/etc/netdata` path so that the instructions are more +universal. + +Don't include full paths, beginning from the system's root (`/`), as these might not work on certain systems. + +| | | +|-----------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| +| Not recommended | Use `edit-config` to edit Netdata's configuration: `sudo /etc/netdata/edit-config netdata.conf`. | +| **Recommended** | Use `edit-config` to edit Netdata's configuration by first navigating to your [Netdata config directory](https://github.com/netdata/netdata/blob/master/docs/configure/nodes.md#the-netdata-config-directory), which is typically at `/etc/netdata`, then running `sudo edit-config netdata.conf`. | + +### `sudo` + +Include `sudo` before a command if you believe most Netdata users will need to elevate privileges to run it. This makes +our writing more universal, and users on `sudo`-less systems are generally already aware that they need to run commands +differently. + +For example, most users need to use `sudo` with the `edit-config` script, because the Netdata config directory is owned +by the `netdata` user. Same goes for restarting the Netdata Agent with `systemctl`. + +| | | +|-----------------|----------------------------------------------------------------------------------------------------------------------------------------------| +| Not recommended | Run `edit-config netdata.conf` to configure the Netdata Agent. <br />Run `systemctl restart netdata` to restart the Netdata Agent. | +| **Recommended** | Run `sudo edit-config netdata.conf` to configure the Netdata Agent. <br />Run `sudo systemctl restart netdata` to restart the Netdata Agent. | + +## Markdown syntax + +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. + +The following sections describe situations in which a specific syntax is required. + +### Syntax standards (`remark-lint`) + +The Netdata team uses [`remark-lint`](https://github.com/remarkjs/remark-lint) for Markdown code styling. + +- Use a maximum of 120 characters per line. +- Begin headings with hashes, such as `# H1 heading`, `## H2 heading`, and so on. +- Use `_` for italics/emphasis. +- Use `**` for bold. +- Use dashes `-` to begin an unordered list, and put a single space after the dash. +- Tables should be padded so that pipes line up vertically with added whitespace. + +If you want to see all the settings, open the +[`remarkrc.js`](https://github.com/netdata/netdata/blob/master/.remarkrc.js) file in the `netdata/netdata` repository. + +### References to UI elements + +When referencing a user interface (UI) element in Netdata, reference the label text of the link/button with Markdown's +(`**bold text**`) tag. + +```markdown +Click the **Sign in** button. +``` + +Avoid directional language whenever possible. Not every user can use instructions like "look at the top-left corner" to +find their way around an interface, and interfaces often change between devices. If you must use directional language, +try to supplement the text with an [image](#images). + +### Images + +Don't rely on images to convey features, ideas, or instructions. Accompany every image with descriptive alt text. + +In Markdown, use the standard image syntax, `![]()`, and place the alt text between the brackets `[]`. Here's an example +using our logo: + +```markdown + +``` + +Reference in-product text, code samples, and terminal output with actual text content, not screen captures or other +images. Place the text in an appropriate element, such as a blockquote or code block, so all users can parse the +information. + +### Syntax highlighting + +Our documentation site at [learn.netdata.cloud](https://learn.netdata.cloud) uses +[Prism](https://v2.docusaurus.io/docs/markdown-features#syntax-highlighting) for syntax highlighting. Netdata +documentation will use the following for the most part: `c`, `python`, `js`, `shell`, `markdown`, `bash`, `css`, `html`, +and `go`. If no language is specified, Prism tries to guess the language based on its content. + +Include the language directly after the three backticks (```` ``` ````) that start the code block. For highlighting C +code, for example: + +````c +```c +inline char *health_stock_config_dir(void) { + char buffer[FILENAME_MAX + 1]; + snprintfz(buffer, FILENAME_MAX, "%s/health.d", netdata_configured_stock_config_dir); + return config_get(CONFIG_SECTION_DIRECTORIES, "stock health config", buffer); +} +``` +```` + +And the prettified result: + +```c +inline char *health_stock_config_dir(void) { + char buffer[FILENAME_MAX + 1]; + snprintfz(buffer, FILENAME_MAX, "%s/health.d", netdata_configured_stock_config_dir); + return config_get(CONFIG_SECTION_DIRECTORIES, "stock health config", buffer); +} +``` + +Prism also supports titles and line highlighting. See +the [Docusaurus documentation](https://v2.docusaurus.io/docs/markdown-features#code-blocks) for more information. + +### Adding Notes + +Notes inside files should render properly both in GitHub and in Learn, to do that, it is best to use the format listed below: + +``` +> ### Note +> This is an info or a note block. + +> ### Tip, Best Practice +> This is a tip or a best practice block. + +> ### Warning, Caution +> This is a warning or a caution block. +``` + +Which renders into: + + +> ### Note +> This is an info or a note block. + +> ### Tip, Best Practice +> This is a tip or a best practice block. + +> ### Warning, Caution +> This is a warning or a caution block. + +### Tabs + +Docusaurus allows for Tabs to be used, but we have to ensure that a user accessing the file from GitHub doesn't notice any weird artifacts while reading. So, we use tabs only when necessary in this format: + +``` + +<Tabs> +<TabItem value="tab1" label="tab1"> + +<h3> Header for tab1 </h3> + +text for tab1, both visible in GitHub and Docusaurus + + +</TabItem> +<TabItem value="tab2" label="tab2"> + +<h3> Header for tab2 </h3> + +text for tab2, both visible in GitHub and Docusaurus + +</TabItem> +</Tabs> +``` + +## Word list + +The following tables describe the standard spelling, capitalization, and usage of words found in Netdata's writing. + +### Netdata-specific terms + +| Term | Definition | +|-----------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| +| **claimed node** | A node that you've proved ownership of by completing the [connecting to Cloud process](https://github.com/netdata/netdata/blob/master/claim/README.md). The claimed node will then appear in your Space and any War Rooms you added it to. | +| **Netdata** | The company behind the open-source Netdata Agent and the Netdata Cloud web application. Never use _netdata_ or _NetData_. <br /><br />In general, focus on the user's goals, actions, and solutions rather than what the company provides. For example, write _Learn more about enabling alert notifications on your preferred platforms_ instead of _Netdata sends alert notifications to your preferred platforms_. | +| **Netdata Agent** | The free and open source [monitoring agent](https://github.com/netdata/netdata) that you can install on all of your distributed systems, whether they're physical, virtual, containerized, ephemeral, and more. The Agent monitors systems running Linux, Docker, Kubernetes, macOS, FreeBSD, and more, and collects metrics from hundreds of popular services and applications. | +| **Netdata Cloud** | The web application hosted at [https://app.netdata.cloud](https://app.netdata.cloud) that helps you monitor an entire infrastructure of distributed systems in real time. <br /><br />Never use _Cloud_ without the preceding _Netdata_ to avoid ambiguity. | +| **Netdata community forum** | The Discourse-powered forum for feature requests, Netdata Cloud technical support, and conversations about Netdata's monitoring and troubleshooting products. | +| **node** | A system on which the Netdata Agent is installed. The system can be physical, virtual, in a Docker container, and more. Depending on your infrastructure, you may have one, dozens, or hundreds of nodes. Some nodes are _ephemeral_, in that they're created/destroyed automatically by an orchestrator service. | +| **Space** | The highest level container within Netdata Cloud for a user to organize their team members and nodes within their infrastructure. A Space likely represents an entire organization or a large team. <br /><br />_Space_ is always capitalized. | +| **unreachable node** | A connected node with a disrupted [Agent-Cloud link](https://github.com/netdata/netdata/blob/master/aclk/README.md). Unreachable could mean the node no longer exists or is experiencing network connectivity issues with Cloud. | +| **visited node** | A node which has had its Agent dashboard directly visited by a user. A list of these is maintained on a per-user basis. | +| **War Room** | A smaller grouping of nodes where users can view key metrics in real-time and monitor the health of many nodes with their alert status. War Rooms can be used to organize nodes in any way that makes sense for your infrastructure, such as by a service, purpose, physical location, and more. <br /><br />_War Room_ is always capitalized. | + +### Other technical terms + +| Term | Definition | +|-----------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| +| **filesystem** | Use instead of _file system_. | +| **preconfigured** | The concept that many of Netdata's features come with sane defaults that users don't need to configure to find immediate value. | +| **real time**/**real-time** | Use _real time_ as a noun phrase, most often with _in_: _Netdata collects metrics in real time_. Use _real-time_ as an adjective: _Netdata collects real-time metrics from hundreds of supported applications and services. | |