Documentation as knowledge capture

Post Syndicated from esr original http://esr.ibiblio.org/?p=8741

Maybe you’re one of the tiny minority of programmers that, like me, already enjoys writing documentation and works hard at doing it right. If so,the rest of this essay is not for you and you can skip it.

Otherwise, you might want to re-read (or at least re-skim) Ground-Truth Documents before continuing. Because ground-truth documents are a special case of a more general reason why you might want to try to change your mindset about documentation.

In that earlier essay I used the term “knowledge capture” in passing. This is a term of art from AI; it refers to the process of extracting domain knowledge from the heads of human experts into a form that can be expressed as an algorithm executable by the literalistic logic of a computer.

What I invite you to think about now is how writing documentation for software you are working on can save you pain and effort by (a) capturing knowledge you have but don’t know you have, and (b) eliciting knowledge that you have not yet developed.

Humans, including me and you, are sloppy and analogical thinkers who tend to solve problems by pattern-matching against noisy data first and checking our intuitions with logic after the fact (if we actually get that far). There’s no point in protesting that it shouldn’t be that way, that we should use rigorous logic all the way down, because our brains simply aren’t wired for that. Evolved cognition is a kludge – more properly, multiple stacks of kludges – developed under selection to be just barely adequate at coping.

This kludginess is revealed by, for example, optical illusions. And by the famous 7±2 result about the very limited sized of the human working set. And the various well-documented ways that human beings are extremely bad at statistical reasoning. And in many other ways…

When you do work that is as demanding of rigor as software engineering, one of your central challenges is hacking around the limitations of your own brain. Sometimes this develops in very obvious ways; the increasing systematization of testing during development during the last couple of decades, for example.

Other brain hacks are more subtle. Which is why I am here to suggest that you try to stop thinking of documentation as a chore you do for others, and instead think of it as a way to explore your problem space. and the space in your head around your intuitions about the problem, so you can shine light into the murkier corners of both. Writing documentation can function as valuable knowledge capture about your problem domain even when you are the only expert about what you are trying to do.

This is why my projects often have a file called “designer’s notes” or “hacking guide”. Early in a project these may just be random jottings that are an aid to my own memory about why things are the way they are. They tend to develop into a technical briefing about the code internals for future contributors. This is a good habit to form if you want to have future contributors!

But even though the developed version of a “designer’s notes” looks other-directed, it’s really a thing I do to reduce my own friction costs. And not just in the communication-to-my-future-self way either. Yes, it’s tremendously valuable to have a document that, months or years after I wrote it, reminds me of my assumptions when I have half-forgotten them. And yes, a “designer’s notes” file is good practice for that reason alone. But its utility does not even start there, let alone end there.

Earlier, I wrote of (a) capturing knowledge you have but don’t know you have, and (b) eliciting knowledge that you have not yet developed. The process of writing your designer’s notes can be powerful and catalytic that way even if they’re never communicated. The thing you have to do in your brain to narratize your thoughts so they can be written down is itself an exploratory tool.

As with “designer’s notes” so with every other form of documentation from the one-line code comment to a user-oriented HOWTO. When you achieve right mindset about these they are no longer burdens; instead they become an integral part of your creative process, enabling you to design better and write better code with less total effort.

I understand that to a lot of programmers who now experience writing prose as difficult work this might seem like impossible advice. But I think there is a way from where you are to right mindset. That way is to let go of the desire for perfection in your prose, at least early on. Sentence fragments are OK. Misspellings are OK. Anything you write that explores the space is OK, no matter how barbarous it would look to your third-grade grammar teacher or the language pedants out there (including me).

It is more important to do the discovery process implied by writing down your ideas than it is for the result to look polished. If you hold on to that thought, get in the habit of this kind of knowledge capture, and start benefiting from it, then you might find that over time your standards rise and it gets easier to put more effort into polishing.

If that happens, sure; let it happen – but it’s not strictly necessary. The only thing that is necessary is that you occasionally police what you’ve recorded so it doesn’t drift into reporting something the software no longer does. That sort of thing is a land-mine for anyone else who might read your notes and very bad form.

Other than that, though, the way to get to where you do the documentation-as-knowledge-capture thing well is by starting small; allow a low bar for polish and completeness and grow the capability organically. You will know you have won when it starts being fun.