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Markdown Best Practices for Documentation

2024-02-14

  • Introduction to Markdown Best Practices
  • Heading 2
  • What are the best practices for Markdown?
  • Do people still use Markdown?
  • What are the disadvantages of Markdown?
  • What is the best practice for line break in Markdown?
  • Essential Markdown Syntax for Documentation
  • Leveraging Advanced Markdown Formatting
  • Understanding Markdown Variations
  • Best Practices for Authoring Markdown Documentation
  • Strategies for Publishing Markdown Documentation
  • Ensuring Markdown Quality with Linting and Validation
  • Conclusion: Embracing Markdown Best Practices

    Markdown Best Practices for Documentation

    We can all agree that creating effective documentation is critical, yet often challenging.

    By following markdown best practices, technical writers can craft documentation that is easy to read, write, and maintain.

    In this post, we'll cover everything you need to know to leverage markdown for clear, consistent, and collaborative documentation, from syntax basics to linting and validation.

    Introduction to Markdown Best Practices

    Markdown is a lightweight markup language that uses plain text formatting for creating web pages, documents, notes, books, presentations and more. Its simple syntax allows writers to easily format their text documents without needing to learn complex HTML or code.

    With its growing popularity across software documentation, readme files, blogs and technical writing, following markdown best practices helps ensure you harness its formatting capabilities most effectively. This introduction covers key aspects of using markdown successfully.

    Understanding Markdown Syntax

    Markdown relies on using specific characters to format text, like asterisks for italics or number signs for headers. Some common markdown syntax includes:

    • Bold text with double asterisks or underscores
    • Italics with single asterisks or underscores
    • Heading 1

    • Heading 2

    • Heading 3

    • Bulleted lists with -, * or +
    • Numbered lists with numbers followed by .
    • Code blocks with backticks
    • Links using brackets and parentheses
    • Blockquote with angle bracket

    Many popular markdown editors provide handy markdown cheat sheets summarizing key syntax.

    Common Uses of Markdown in Documentation

    Markdown shines for all types of documentation including:

    • Software documentation like README files, wikis or user guides
    • Technical manuals and API documentation
    • Blogs, articles and writing of all kinds
    • Presentation slides and scripts
    • Note taking and project management

    With robust support for formatting text, inserting images, creating lists and tables, styling code samples, and plenty more, markdown serves diverse documentation needs.

    For example, GitHub's markdown renderer enables valuable documentation right alongside code in repositories, seamlessly bridging development and writing.

    Advantages of Markdown for Documentation

    Key benefits of using markdown for documentation include:

    • Simplified Formatting: Markdown's lightweight syntax lowers barriers for content creation versus HTML or complex word processing software. Writers focus on content.
    • Multi-Platform Publishing: Markdown seamlessly outputs to HTML, PDF, Word and more formats. You write once and publish anywhere.
    • Enhanced Version Control: Markdown as human-readable plain text works beautifully with version control like Git, further improving documentation workflows.
    • Collaboration & Portability: Markdown documentation plays well cross-platform and with diverse tools, enhancing collaboration.

    By optimizing markdown best practices, technical writers, developers and more can maximize these benefits for all documentation needs.

    What are the best practices for Markdown?

    Markdown is a lightweight markup language that allows you to write using simple plaintext syntax while producing richly formatted documents. When writing Markdown, it's important to follow some best practices to ensure your documents are easy to write, read, and maintain over time.

    Use headings judiciously

    Headings help break up your document into logical sections and make it more scannable for readers. However, you don't want to overuse them. As a rule of thumb, use no more than three levels of headings in most documents. Overusing headings can make your document feel choppy.

    Leverage lists

    Lists are a great way to break down complex information into smaller, more manageable pieces. They also help highlight key points for skimming readers. Consider using bulleted lists for items that don't need to be in a particular order and numbered lists for items that should be read or processed sequentially.

    Use consistent Markdown syntax

    There are a few variations of Markdown syntax out there. Pick one syntax style, such as CommonMark, GitHub Flavored Markdown, or Basic Markdown, and use it consistently throughout your documents. This will help avoid confusing readers.

    Add code blocks for examples

    Markdown's native support for formatting code makes it easy to share code examples relevant to your content. Use fenced code blocks to display code snippets that readers can easily scan. Make sure to indicate the programming language after the opening fence for syntax highlighting.

    By following these best practices, you can create Markdown documents that balance readability, scannability, and maintainability. The result will be content that effectively informs your readers.

    Do people still use Markdown?

    Markdown remains incredibly popular for writing technical documentation. Here are some key reasons why:

    • Simplicity and readability: Markdown uses simple plaintext formatting that is easy to read and write without the visual clutter of heavy markup languages like HTML or XML. This makes Markdown easier to scan and understand for both writers and readers.
    • Portability: Markdown files work across all operating systems and devices without compatibility issues. This makes sharing and collaborating on docs seamless.
    • Future-proofing: Markdown files will remain readable even decades from now, while proprietary file formats may become obsolete over time. This ensures the longevity of important documentation.
    • Easy conversion: Markdown can convert cleanly to HTML, PDF, and other formats using Pandoc or other converters. This flexibility is useful for publishing docs to the web, print, etc.
    • Native GitHub support: Markdown rendering is built into GitHub, the massively popular developer collaboration platform. This makes it ideal for developer documentation, READMEs, wikis, and more.

    So while some controversy exists, Markdown remains a pragmatic, flexible choice for technical writing due to its simplicity, portability, and seamless GitHub integration. With proper style guides and linters, Markdown delivers readable, maintainable docs that stand the test of time.

    What are the disadvantages of Markdown?

    Markdown has some drawbacks to be aware of:

    Lack of standardization

    There is no official Markdown specification. Different parsers and tools implement Markdown slightly differently, which can lead to formatting inconsistencies across platforms. For example, GitHub Flavored Markdown (GFM) has some unique extensions compared to standard Markdown.

    Limited formatting capabilities

    While Markdown covers basic formatting like headings, lists, links, and code blocks, it lacks more advanced styling options. For complex documents like books or reports, Markdown may not meet all formatting needs on its own. Some examples of advanced formatting not supported natively in Markdown include footnotes, table of contents, and mathematical equations.

    Not universally supported

    Since Markdown is a lightweight markup language, it may not render properly in all contexts. For example, some content management systems and email clients may not fully support Markdown. So if sharing Markdown documents in certain environments, you may need to convert to another format like HTML first.

    Overall Markdown aims for simplicity rather than extensive formatting functionality. So for basic documents it excels, but more complex projects may benefit by supplementing Markdown with HTML, LaTeX, or another markup language. Understanding these limitations upfront allows you to determine if Markdown meets your documentation needs.

    What is the best practice for line break in Markdown?

    The best practice for line breaks in Markdown is to use two spaces at the end of a line. Here's why:

    • Using two spaces is part of the original Markdown syntax for indicating line breaks. So it will work in any Markdown parser. Some parsers may also support using a backslash for line breaks, but two spaces is more universally supported.
    • Two spaces can be hard to see in some text editors. But you can configure your editor to display whitespace characters to make it more visible. Popular Markdown editors like VS Code, Atom, and Typora have this option.
    • Some people put two spaces after every sentence by habit. This will create unintended line breaks in Markdown. It's best to only use the two spaces when you specifically want a line break.
    • There is some debate around allowing blank lines between paragraphs instead of using two spaces. But blank lines can be ambiguous - it's not always clear when the break should occur. Explicitly using two spaces removes that ambiguity.

    So in summary, stick to two spaces at the end of a line for line breaks in Markdown. Configure your editor to display whitespace so they are visible. And use the two spaces intentionally for desired line breaks rather than putting two spaces after every sentence. This practice will lead to the most consistent rendering across different Markdown parsers.

    Essential Markdown Syntax for Documentation

    Crafting Effective Headings and Subheadings

    Headings and subheadings are critical for organizing documentation and enhancing readability. Markdown supports two heading syntax styles:

    • ATX headings: Start with 1-6 # characters to indicate heading levels 1-6. For example:
    ## Heading Level 2
    ### Heading Level 3 
    #### Heading Level 4
    
    • Setext headings: Underline headings with = signs (level 1) or - signs (level 2). For example:
    Heading Level 1
    ===============
    
    

    Heading Level 2

    For documentation, ATX headings are recommended as they clearly indicate heading levels and enable linking to heading IDs for improved navigation.

    To link to a heading ID, enclose the heading text in {#heading-id} after the ATX heading. For example:

    ## File Structure {#file-structure}
    

    Then link using [text](#file-structure).

    Formatting Paragraphs with Markdown

    Paragraphs in Markdown are separated by blank lines. For readability, add blank lines between paragraphs and limit line length to 80 characters.

    To create a line break within a paragraph without starting a new paragraph, end a line with two spaces before pressing return.

    Emphasizing Text with Markdown Styling

    Markdown offers options to emphasize text:

    • Italics with *asterisks* or _underscores_
    • Bold with **double asterisks** or __double underscores__
    • Strikethrough with ~~tildes~~
    • Inline code snippets with backticks
    • ==Highlight== with ==double equals signs==

    Use emphasis judiciously to highlight key terms or actions for the reader.

    Links allow readers to navigate documentation and connect related content.

    To create a hyperlink, use [link text](url). For example:

    [Markdown Guide](https://www.markdownguide.org)
    

    For internal links within documentation, use link references:

    [file structure][1]
    
    

    This avoids broken links if headings change.

    Embedding Images with Markdown

    The Markdown image syntax looks like this:

    ![alt text](image.jpg "optional title")
    

    The alt text provides a description for accessibility and if the image fails to load. Image titles appear as tooltips when hovering over the image.

    Captions can be added by referencing the image in a paragraph below it:

    ![Diagram](diagram.png)
    
    

    Figure 1: Diagram showing the file structure

    Use images judiciously in documentation to illustrate concepts. Optimize images for fast loading.

    Leveraging Advanced Markdown Formatting

    Markdown is a lightweight markup language that allows writers to add formatting elements to plaintext text documents. When it comes to documentation, Markdown offers some helpful constructs for organizing information and incorporating code examples. Let's explore a few advanced Markdown features that can streamline documentation workflows.

    Organizing Information with Markdown Tables

    Tables allow you to arrange information in rows and columns for better visual scannability. To create Markdown tables, use pipes (|) to separate each cell and hyphens (-) to create header rows. For example:

    | Syntax      | Description |
    | ----------- | ----------- |  
    | Header      | Title       |
    | Paragraph   | Text        |
    

    You can align text to the left, center, or right by including colons (:) next to the hyphens. Multi-line cells are supported by indenting additional lines. To escape the pipe (|) character used for cell boundaries, use a backslash (\) before it.

    Refer to a Markdown Tables Generator when creating more complex tables with spanning rows and columns. Properly formatted Markdown tables provide an effective way to display information in documentation.

    Incorporating Code Snippets with Markdown Code Blocks

    Markdown has native support for formatting code blocks without needing to escape angle brackets or ampersands as you would in HTML. To create a code block, indent each line by four spaces or one tab, or surround the code with triple backticks (```) indicating the language:

    ```json { "firstName": "John", "lastName": "Smith", "age": 25 } ```

    Code blocks make it easy to include configuration examples, code samples, and snippets demonstrating API usage right within Markdown documentation.

    Utilizing Blockquotes for Emphasis

    To call attention to an important note or piece of information, use the blockquote syntax by preceding the lines with a right angle bracket (>):

    This is a blockquote drawing attention to a key point regarding Markdown best practices.

    Blockquotes visually differentiate the quoted content from regular body text. Use them sparingly to highlight key notes, warnings, or tips within documentation.

    Structuring Lists in Markdown Documents

    Lists allow you to break content into scannable bullets or numbered steps. Unordered lists use asterisks (*), pluses (+), or hyphens (-) as bullet points:

    • Item 1
    • Item 2
    • Nested Item 1
    • Nested Item 2

    Ordered lists use numbers followed by periods for a sequential step structure:

    1. Step 1
    2. Step 2
      1. Sub-step 1
      2. Sub-step 2

    Consistently using lists for documenting sequences of steps or related items can significantly improve the organization and readability of Markdown files.

    By leveraging these advanced constructs tailored for documentation, technical writers can create clean, well-structured Markdown content to aid comprehension for developers and users alike. The lightweight syntax remains easy to write while formatting elements like tables and lists strengthen the presentation of information.

    Understanding Markdown Variations

    Markdown was created to be a simple and portable markup language that can be converted to HTML. However, over time multiple flavors of Markdown have emerged with custom syntax additions. Being aware of the differences can help you select the right one for your projects.

    CommonMark: The Standardized Markdown Spec

    The CommonMark specification was created in 2014 to standardize Markdown syntax and promote greater portability across platforms. Some of its key goals include:

    • Providing a consistent Markdown specification to resolve ambiguities
    • Ensuring Markdown documents render identically across different parsers and editors
    • Making Markdown easier to implement with a clear spec

    By sticking to CommonMark, you can write Markdown once and reliably reuse it in many contexts without formatting issues. This makes it a good choice for documents shared across different teams and tools.

    Exploring GitHub Flavored Markdown (GFM)

    GitHub Flavored Markdown (GFM) builds on CommonMark by adding some custom extensions suited for software development and GitHub's UI. Some handy additions include:

    • Task lists - syntax for creating checkbox task lists
    • Syntax highlighting - automatic coloring for code blocks
    • Tables - support for Markdown tables

    So if you plan to host documentation alongside code in GitHub repositories, GFM can be beneficial. But the extensions may not render properly in other environments, reducing portability.

    Selecting the Right Markdown Flavor for Your Project

    When deciding on a Markdown flavor, first consider your primary use case and audience.

    • For broad portability, CommonMark is the safest choice.
    • For GitHub-based projects, GFM integrates nicely.
    • For advanced extensibility, customize a parser like markdown-it.

    Also evaluate if you need features like tables, footnotes, LaTeX support, etc. Understanding the flavors upfront helps prevent surprises later on. Proper Markdown best practices also go a long way in keeping documents consistent.

    Best Practices for Authoring Markdown Documentation

    Designing a Logical Directory Structure

    When authoring markdown documentation, it's important to organize your files in a logical directory structure from the start. Here are some best practices:

    • Group files into directories by topic or module. For example, have separate directories for "Getting Started", "Configuration", "API Reference", etc.
    • Use nested subdirectories to indicate hierarchy. For example, docs/api/requests and docs/api/responses.
    • Name directories and files using lowercase with hyphens instead of spaces. For example, getting-started instead of "Getting Started".
    • Place shared assets like images in a separate assets directory, and reference them from markdown files.
    • Have a top-level README.md file explaining the overall documentation structure.

    A well-planned directory structure will make it easier to navigate and maintain documentation sources over time.

    Developing a Markdown Style Guide

    To enable consistent markdown authoring across contributors, consider creating a project-specific style guide. A Markdown style guide typically includes:

    • Specified Markdown flavor - CommonMark, GitHub Flavored Markdown (GFM), etc.
    • Heading conventions - which levels to use for which content sections
    • Text formatting rules - when to use bold, italic, code font
    • List and table conventions - spacing, punctuation, borders
    • Code block guidelines - language labeling, fenced blocks
    • Link and image syntax - relative vs absolute paths
    • Filename formats - hyphenation, uppercase vs lowercase

    Maintaining a Markdown style guide ensures all documentation has a uniform look and feel even with diverse contributors.

    Facilitating Collaborative Markdown Editing

    To allow smooth collaboration when co-authoring markdown documentation, consider these tips:

    • Store documentation source files in a Git repository on GitHub or a similar platform.
    • Use separate git branches for major additions, and merge via pull requests.
    • Use GitHub issues to track tasks and changes needed in documentation.
    • Enable GitHub Pages to publish formatted documentation from markdown sources.
    • Configure markdownlint to check for style guide violations on commits.

    With the right workflows, teams can jointly develop markdown documentation without extensive coordination overhead.

    Strategies for Publishing Markdown Documentation

    Markdown is a popular lightweight markup language used by writers, developers, and content creators to author documents. When it comes to publishing Markdown documentation, there are a few effective strategies to consider:

    Utilizing Static Site Generators for Markdown Sites

    Static site generators like Jekyll and Hugo are great for building documentation websites from Markdown files. Some key benefits include:

    • Site content is static and loads fast without database dependencies.
    • Markdown files can be easily version controlled alongside code using Git.
    • Support for theming and custom layouts to fit brand guidelines.
    • Built-in search, navigation, and table of contents generation.

    To publish docs using a static site generator:

    • Write docs in Markdown files.
    • Add files to a Git repository.
    • Configure generator with theme and plugins.
    • Build static HTML files to host.

    This streamlines publishing Markdown content while automating site generation.

    Leveraging Hosted Wikis for Markdown Documentation

    Hosted wikis like GitHub Wikis and Read the Docs provide free and easy Markdown hosting:

    • Git backed workflow similar to documentation alongside code.
    • Built-in Markdown rendering and site navigation.
    • Permission controls and collaboration features.
    • Integrations with webhooks and version control.

    To use these platforms:

    • Create wiki repository on platform.
    • Push Markdown files using Git.
    • Manage access and permissions.
    • Customize and collaborate!

    The hosted nature simplifies publishing Markdown docs for public or private access.

    Managing Documentation Versioning and Releases

    When using Markdown for documentation, it's important to maintain version control and align doc releases with software releases. Some tips include:

    • Store docs alongside code for easier cross-referencing.
    • Tag doc versions to match software versions.
    • Validate links and content with each new release.
    • Cross-link between versions to preserve history.
    • Automate building and deploying docs from release tags.

    This ensures docs remain up-to-date and accurate across versions.

    In summary, static site generators, hosted wikis, and release workflows are great strategies for managing the publishing lifecycle of Markdown documentation. With some planning, Markdown can become an integral part of the documentation process.

    Ensuring Markdown Quality with Linting and Validation

    Markdown linting and validation tools help ensure consistent formatting and adherence to Markdown specifications. This improves markdown quality and readability.

    Using markdownlint for Consistent Markdown Style

    • markdownlint checks markdown files against a set of configurable style rules to enforce consistent formatting. For example, rules can check for:
    • Consistent header styles (e.g. always use setext headers)
    • Ordered or unordered list consistency
    • Maximum line lengths
    • Spacing after headers
    • Custom rulesets can be defined via .markdownlint.json config files. Presets like markdownlint-cli and markdownlint-config-schema provide common rulesets.
    • Integrates into most text editors and IDEs to show lint warnings and errors as you type.

    Validating Against Markdown Specifications

    • Online tools like Markdown Validator validate Markdown against specifications like CommonMark.
    • Identifies issues with formatting and syntax that could cause rendering problems.
    • Helps ensure portability of Markdown content across different parsers and implementations.

    Integrating Markdown Linting into Development Workflows

    • Continuous integration pipelines can run markdownlint on every commit to enforce style guide rules.
    • Git hooks like pre-commit can lint changed markdown files on commit to catch issues early.
    • Markdown linting GitHub Actions like markdownlint-cli2 automate linting checks.
    • Editor integrations provide real-time lint feedback during writing with tools like markdownlint-cli.

    Consistent markdown linting improves documentation quality and reduces errors by validating against defined style guides and Markdown specifications. Integrating linting into workflows catches issues early while writing. Overall, linting leads to improved portability, consistency and accuracy of Markdown content.

    Conclusion: Embracing Markdown Best Practices

    Markdown can be a powerful tool for creating effective documentation, but following best practices is key to getting the most out of it. Here are some key takeaways:

    Use Markdown Syntax Thoughtfully

    • Stick to standard Markdown syntax like CommonMark when possible for maximum portability.
    • Use headings, lists, code blocks, tables, and other structures to organize information clearly.
    • Links and images should have clear, meaningful alternative text for accessibility.

    Focus on Readability

    • Break content into short paragraphs with line breaks for easier reading.
    • Bold key terms and phrases when first introduced.
    • Use lists and tables for complex information when appropriate.
    • Code examples should have clear comments explaining functionality.

    Create Consistent, Maintainable Docs

    • Define an editorial style guide early on.
    • Use a linter like markdownlint to enforce standards.
    • Structure and format documents similarly for easier maintenance.
    • Store docs alongside code in a common repository for simpler updates.

    Following Markdown best practices takes a bit more planning up front, but saves significant time down the road. By keeping documentation easy to write, read, and maintain, teams can focus efforts on providing stellar content of value to users.