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Merge pull request #287 from open-contracting/example-guidelines
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Update contributor guidelines for authoring examples
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jpmckinney authored Mar 5, 2024
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Put the sample data in `GitHub Gist <https://gist.github.com/>`__ or in a subfolder of the `Examples folder <https://drive.google.com/drive/folders/1gx7UU1xdVshOiBUXFupnOb7GSzuEpPVW>`__, and link to it from the document.

#. Update the GitHub issue and solicit a first review, then address any feedback
#. Update the GitHub issue and solicial a final review from James, then address any feedback
#. Update the GitHub issue and solicit a final review from James, then address any feedback
#. Create a branch on the `standard repository <https://github.com/open-contracting/standard>`__ and add:

- A Markdown file containing the narrative
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Guidelines
----------

- Always package data in a release or record package.
- Real examples are preferred to generic examples, since generic examples are much less compelling and clear to readers, for a variety of reasons:
- Always **package data** in a release or record package.
- Use **real examples**: that is, examples that feature real organizations and plausible and coherent field values. Generic examples are much less compelling and clear to readers, for a variety of reasons:

- There’s a tendency for generic data to become overly generic, e.g. Anytown procures Thingamajigs for the greater benefit of the Republic of Atlantis.
- Fictional entities aren’t immediately recognized by readers, unlike London, IBM, etc.
- Specific examples tend to be more memorable and interesting than general ones.
- I have to think more when given a generic/abstract example than a specific/concrete one.
- Real examples better ensure that the example makes sense. When you have the Fisheries Department procuring oil pipelines, you think “Well, hold on a minute” and then fix it to be more realistic. When data is generic and ambiguous, it’s easy to let unclear scenarios through.
- Specific examples help to communicate facts by implication. If the example is about cross-border procurement, I can pick a real buyer and supplier that are well-known to be based in different countries. I would include their different countries in the data, but readers won’t have to see that to understand.
- There's a tendency for generic data to become overly generic: for example, Anytown procures Thingamajigs for the greater benefit of the Republic of Atlantis.
- Fictional entities aren't immediately recognized by readers, unlike London, IBM, etc.
- Specific examples tend to be more memorable and interesting than generic ones.
- Readers have to think more when given a generic/abstract example than a specific/concrete one.
- Real examples better ensure that the example makes sense. When you have the Fisheries Department procuring oil pipelines, you think “Well, hold on a minute” and then fix it to be more realistic. When data is generic and ambiguous, it's easy to let unclear scenarios through.
- Specific examples can communicate facts by implication. If the example is about cross-border procurement, you can pick a real buyer and supplier that are well-known to be based in different countries. You would still include their countries, but readers won't need that to understand.

- Avoid using real data from publishers. It is rarely worth the effort to find suitable data, correct any errors and trim it down for brevity and clarity.
- Keep examples simple, and omit irrelevant fields. For example, to illustrate an amendment, change a single field's value, and omit optional fields with unchanged values.
- Examples on the same page ought to follow a common thread, context or scenario, so that readers don't need to reorient themselves to each example.

Guidelines in practice
~~~~~~~~~~~~~~~~~~~~~~

The [tender updates and amendments example](https://standard.open-contracting.org/1.1/en/guidance/map/amendments/#example-1-tender-updates-and-amendments) in OCDS 1.1 has the following issues:

* Overly generic: The buyer (Open Data Services) is not a government agency and appears elsewhere in the documentation as a supplier. The object of the procurement (a data merging tool) closely relates to the subject of the example (updates and amendments), which is confusing.
* Irrelevant fields: Many fields are irrelevant to the subject – like `tender.status`, `tender.procurementMethod` and `tender.awardPeriod`. Readers need to scan more JSON to find relevant lines.
* The [tender amendment release](https://standard.open-contracting.org/1.1/en/guidance/map/amendments/#tender-amendment) is unnecessarily complex: it amends two fields (`tender.value` and `tender.period`), when one is sufficient to illustrate how amendments are modeled.

OCDS 1.2 [simplifies the example](https://standard.open-contracting.org/staging/1666-make-examples-minimal/en/guidance/map/amendments/#example-1-tender-updates-and-amendments) to meet the guidelines.

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