Coordinating Documentation and Support: Turning Complaints into Contributions

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Recommendation of a Strategy

Coordinating Documentation and Support: Turning Complaints into Contributions

Jennifer Zickerman, Mozilla [email protected] (IRC and Twitter)

Open Source Teams

Open source projects coordinate teams that focus on various tasks:

Development

Quality assurance

Support

Documentation (for users, for developers)

etc

Open Source Contributors

Various types of contributors:

Core: employees, maintainers, benevolent dictators, fairy godmothers...

Contributors: volunteers

Users

Open Source Communities

Teams / contributors

The source of success, growth, vitality and longevity of every open source project

It's Complicated

Different motivations among different teams:

Development versus support

Quality assurance versus development

etc

It's Even More Complicated

Different motivations among contributors:

It's a job

Professional advancement / development

Community membership

Recognition

Silos

Each of the teams (and sometimes the contributors) may operate in separate information silos

via dsearles on flickrImage thx to dsearls on Flickr

User Support and User Docs

Two teams / two silos

Similar audiences and contributor profile

Manage processes, platforms and people to make them interconnect

The User

The largest community the user community - is an abstraction:

Too big to grapple with or ...

Too specific in their needs to understand

A cost, not an opportunity

Users are Meta

Core and contributors talk to each other, not users. Instead:

Traffic analysis

Meta-analysis of support questions

Usability studies

How our cousin feels about things

User Overload

Thunderbird:

Employees:10

User Overload

Thunderbird:

Employees:10

Contributors: 50

User Overload

Thunderbird:

Employees:10

Contributors: 50

Users: 10,000,000

User Potential

Too many to engage individually, but:

Largest potential contributor source

Potential for support and documentation contributors, evangelism

Army of Awesome

Support Individualizes Users

Potential for personal engagement, but doesn't scale:

Thunderbird: one support person, over 1000 new topics per week

Manage expectations: Community Support

Encourage peer support

Building Community

People come for support, may stay around to help others:

If they have a good experience

Learn about the open in open source (contribution)

Exponential

Principles of Open Source

Educating users that:

Users are part of the community

Open source is participatory

High-level technical skills not required

Everyone is welcome

Everyone can make a contribution

Building a Support Community

Engage users in helping others:

Monitor support queue for resolved issues

Encourage users whose issues were solved to pass it along and help someone elseCleaning up duplicates is a good starter project

Problems with Support Silo

Support silo not suitable for reference material:

Noise too many issues

Convoluted discussions, hard to find the upshot

User support not seen as authoritative

Platform not optimized for information management


From Support to Doc Silo

Documentation silo:

Curated

Edited

Maintained

Structured

Documentation Contributors

Hard to get

Docs not glamorous - behind the scenes

Everyone hates docs

Ignorance is a badge of honor

Nintendo attention span

Overlapping Communities

Docs and support have naturally overlapping communities:

Targeted at users

Focused on helping

Content is related and reusable

Support contributors are intimidated regarding contributing to documentation

Benefits of Reuse

Documentation reduces the support queue

Interlinking support issues and documentation articles improves search results

Both can bring people into an open source project

Engage people who do not generally consider themselves potential contributors

What's in it for the users?

Motivations:

Distinguish self as domain expert

Professional development / experience

Recognition

Repay favor

Part of community

Part of a cool project

Idealism

Thunderbird's Project

Turning complaints into contributions:

Project is underway but no success metrics yet

Standard disclaimers, YMMV, not shown actual size, etc

The Support Platform

Thunderbird uses the Get Satisfaction web application:

Threaded question / answer queue

Keywords / tags

Status / ratings

Easy to use - self-managing

The Documentation Platform

Thunderbird uses a home-rolled wiki:

Easy to author

Low barrier to entry

Searchable / sortable

Tags, types of articles

Authentication

Edit / validation

Support Processes

Light weight:

Monitor answered questions

Ask thread contributors to create documentation

Tag / issue tracking

Round trip

Documentation Processes

Light weight

Track / edit changes

Article requests / status

Links / round-tripping

List of needed articles

Managing Fear

Mitigate fear:

No canon

Editorial safety net

Personal contact; easy access to community and moderators

Corrections are constructive not critical

Contributor Satisfaction

Provide a positive experience:

No literary critics / no trolls / no grammar nazisBetter to lose one knowledgeable but nasty editor than ten enthusiastic contributors

Moderate community discussions to keep it positive and constructive

Congratulate, encourage, acknowledge:Swag

Public acknowledgement

Conclusion

Open source community:

Human values

Contributors rather than consumers