Documenting APIs: A guide for technical writers and engineers
In this course on writing documentation for REST APIs, instead of just talking about abstract concepts, I contextualize REST APIs with a direct, hands-on approach. You’ll first learn about API documentation by using a simple weather API to put a weather forecast on your site.
We’ll then transition into standards, tools, and specifications for REST APIs. You’ll learn about the required sections in API documentation, analyze examples of REST API documentation from various companies, learn how to join an open-source project to get experience, and more.
- About REST APIs
- From practice to documentation
- Who the course is for
- Course organization
- Sequence and activities
- Will this course help you get a job in API documentation?
- No programming skills required
- What you’ll need
- Testing Your Setup
- Video recordings
- Course slides
- Copyright and re-use of materials
- Let me know if any content is out of date
- Stay updated
About REST APIs
In a nutshell, REST APIs (which are a type of web API) involve requests and responses, not too unlike visiting a web page. You make a request to a resource stored on a server, and the server responds with the requested information. The protocol used to transport the data is HTTP. “REST” stands for Representational State Transfer.
I dive more into the principles of REST in What is a REST API? In your REST API documentation, you describe the various endpoints available, their methods, parameters, and other details, and you also document sample responses from the endpoints.
From practice to documentation
In this course, after you practice using an API like a developer, you’ll then shift perspectives and “become a technical writer” tasked with documenting a new endpoint that engineers added to an API. As a technical writer, you’ll tackle each element of a reference topic in REST API documentation:
Exploring each of these sections will give you a solid understanding of how to document REST APIs. You’ll also learn how to document the conceptual sections for an API, such as the getting started tutorial, status and error codes, request authorization, and more.
Finally, you’ll dive into different ways to publish REST API documentation, exploring tools and specifications such as GitHub, Jekyll, and other docs-as-code approaches. You’ll learn how to leverage templates, build interactive API consoles so users can try out requests and see responses, and learn how to manage your content through version control.
We’ll also dive into specifications such as the OpenAPI specification and Swagger UI (which provides tooling for the OpenAPI specification). Additionally, you’ll learn how to document native library APIs and generate Javadoc. Throughout this course, I put these concepts in real, applicable contexts with hands-on activities and demos.
Who the course is for
The course primarily serves the following audiences:
- Professional technical writers looking to transition from GUI documentation into more API-focused documentation for developers.
- Students learning how to prepare themselves technically to succeed in the tech comm field, which is becoming more focused on developer documentation.
- Developers who are documenting their own APIs and want to know best practices for structure, terminology, and style with tech docs.
Descriptions of each section in this course are provided below:
I: Introduction to REST APIs: REST APIs are flourishing in the marketplace, and the web is becoming a mashup of interconnected APIs. REST APIs consist of requests to and responses from a web server. Job prospects are hot for technical writers who can write developer documentation. This course will help you break into API documentation, especially if you complete the many portfolio-building activities.
II: Using an API like a developer: Playing a brief role as a developer will help you understand developer needs better, as well as what developers typically look for in API documentation. Developers often use tools such as Postman or curl to make calls. They look at the structure of the response, and they dynamically integrate the needed information into web pages and other applications.
III: Documenting API endpoints: Reference documentation for API endpoints consists of five general sections: resource descriptions, endpoints and methods, parameters, sample requests, and sample responses and schemas. To document the reference endpoints of an API, provide detailed information for each of these sections.
IV: OpenAPI spec and generated reference docs: The OpenAPI specification provides a formal way of describing your REST API and includes all the reference sections mentioned in the previous section, Documenting API endpoints. Display frameworks such as Swagger UI can parse the OpenAPI specification and generate interactive documentation that lets users try out endpoints while learning about the API.
V: Testing API docs: Testing your documentation is critical to providing accurate, thorough information. With API and developer docs, due to the high level of complexity and engineering requirements, technical writers might be inclined to simply take information that engineers give them and incorporate it wholesale, without personally testing it. Merely playing an editorial/publishing function, however, can reduce your role to that of an engineer’s secretary.
VI: Conceptual topics in API docs: While reference topics in APIs generally receive the most attention, the conceptual topics, such as getting started tutorials, information about authorization, rate limiting, status and error codes, quick reference guides, and other topics constitute about half of the documentation. These topics are usually handled by technical writers more than engineers. You can evaluate the quality of API documentation in part by looking to see whether it includes these conceptual topics.
VII: Code tutorials: This section covers strategies for creating code tutorials. I’m still developing out this section, so much of the content is under construction.
VIII: Publishing API docs: API documentation often follows a docs-as-code workflow, where the tools to author and publish documentation align closely with the same tools developers use to write, manage, build, and deploy code. Docs-as-code involves using lightweight formats such as Markdown, collaborating through Git or other version control, building your doc site with a static site generator, and deploying it through a continuous build model, where the build happens on the server when you push commits to a particular branch.
IX: Thriving in the API doc space: Getting an API documentation job and thriving requires you to demonstrate your technical aptitude through a writing portfolio. The portfolio should include samples of documentation written for developers. One way to build this portfolio is by working on an open-source project. You also need to live in a tech hub where API documentation jobs are available, such as California, Texas, New York, or Virginia. Overall, thriving in the developer documentation space requires you to continually learn a healthy dose of code, which can be challenging.
X: Native library APIs: Native library APIs refer to Java, C++, or other programming-specific APIs. In this model, rather than making requests across the web for the information, you download a library of code and integrate it into your project. The library is compiled directly into your application’s build (rather than accessed through web protocols as with REST APIs). Although this type of API is less common, I include it here in part to clarify what makes REST APIs so different from native library APIs.
XI: Documentation processes and developer portals: The process for managing developer portal documentation includes a number of different tasks outside of content development. The role of a DX (developer experience) content strategist plays a key role in defining workflows, standards, user flows, processes, and other aspects of the site. workflows for different types of documentation.
XII: API glossary and resources: The API documentation landscape is full of jargon, acronyms, and many new terms. This glossary provides a list of terms and definitions. Additionally, this section contains additional exercises and information, such as more activities for calling APIs, or more info about alternative specifications.
Sequence and activities
You don’t have to read the sections in order — feel free to skip around as you prefer. But some of the earlier sections (such as the section on Using a REST API like a developer and Documenting endpoints) follow a somewhat sequential order with the same weather API scenario.
Because the purpose of the course is to help you learn, there are many activities that require hands-on coding and other exercises. Along with the learning activities, there are also conceptual deep dives, but the focus is always on learning by doing. Where there are hands-on activities, I typically include this icon in the section title: .
Other topics have the word “Activity” in the title. The activities are integrated into various sections, but you can also see a consolidated subset of activities in the Workshop Activities. These are the activities we do during live workshops.
I refer to the content here as a “course” instead of a book or a website, primarily because I include a lot of exercises throughout in each section, and I find that people who want to learn API documentation prefer a more hands-on “course” experience.
Will this course help you get a job in API documentation?
The most common reason people take this course is to transition into API documentation. This course will help you make that transition, but you can’t just passively read through the content. You need to do the activities outlined in each section, especially those topics that involve working with content from an open-source project. These activities are crucial to building experience and credibility with a portfolio. I provide more details in Getting an API documentation job and thriving.
No programming skills required
If you do have some familiarity with programming concepts, you might speed through some of the sections and jump ahead to the topics you want to learn more about. This course assumes you’re a beginner, though.
What you’ll need
Here are a few tools you’ll need to do the activities in this course:
- Laptop with power cord. Make sure you bring your computer and charging cord, as we’ll be doing various activities.
- Text editor. If you don’t already have a favorite text editor, download Sublime Text, as works well on both Mac and Windows and is free. If you have another text editor you prefer (e.g., Visual Studio Code, Atom, or even Notepad++), that will work too. Just make sure you can write code in plain text.
- Postman. Postman is an app that allows you to make requests and see responses through a GUI client. Make sure you download the app and not the Chrome extension.
- curl. curl is essential for making requests to endpoints from the command line. Mac already has curl built-in, but it might not be available by default on Windows. (Some Windows 10 builds already have it in Powershell.) On Windows, open a Command Prompt and type
curl -V. If it’s not installed, go to confusedbycode.com/curl and install a version (usually “With Administrator Privileges (free), 64-bit”). Close and re-open your Command Prompt and try typing
- Git. Git is a version control tool developers often use to collaborate on code. For Windows, see https://gitforwindows.org/ to set up Git and the Git BASH terminal emulator. For Mac, see Downloading Git.
- GitHub account. GitHub will be used for various activities, sometimes to demonstrate the Git workflow and other times as an authentication service for developer tools. If you don’t already have a GitHub account, sign up for one.
- Stoplight Studio Editor. When working with the OpenAPI specification, we’ll use the Stoplight Studio Editor. Stoplight Studio provides visual modeling tools for working with the OpenAPI specification. Stoplight offers both a web browser and standalone app versions of the editor. We’ll be using the web browser version because it provides more complete functionality (such as trying out requests). Go to https://stoplight.io/p/studio and log in with GitHub.
- OpenWeatherMap API key. We’ll be using the OpenWeatherMap API for some exercises. It takes a couple of hours for the OpenWeatherMap API key to become active, so it’s best if you get the API key ahead of time — then when you get to the OpenWeatherMap API activities, you’ll be all set. To get your (free) OpenWeatherMap API key, go to https://openweathermap.org/. Click Sign Up in the top nav bar and create an account. After you sign up, OpenWeatherMap sends you an API key to your email. you can also find it when you log in and click the API Keys tab from the dashboard. Copy the key into a place you can easily find it.
Testing Your Setup
In the past, people have asked for some tests to check whether their laptops are correctly set up.
- If you want to test whether Postman works, open up the Postman app and paste this into the GET box:
https://api.openweathermap.org/data/2.5/weather?zip=95050&units=imperial&appid=126cac1a482f51de0f1287b45ae2bf9a. Then click Send. If you get a response, it’s working correctly. (In rare cases, sometimes people have security restrictions on their computers that block all network access.)
- If you want to test whether curl is installed, open Terminal (on Mac) or Command Prompt (on Windows) and paste in
curl --get "https://api.openweathermap.org/data/2.5/weather?zip=95050&units=imperial&appid=126cac1a482f51de0f1287b45ae2bf9a". If you get a JSON response, you’re good.
- To check whether Git is installed, open up Terminal (on Mac) or Command Prompt (on Windows) and type
git --version. If it’s installed, you’ll see the version.
For video recordings of this course, see the Video recordings of API doc workshops. The most recent full-length video of the entire course is a full-day API workshop I gave in Raleigh, North Carolina, in April 2019. The video doesn’t go into the same level of detail as the written material, but it would be a good start.
See my Upcoming Presentations on my blog for details about future workshops and presentations.
For the live workshops, I have various slides that cover different sections of this course. See Course Slides for the links. The slides use RevealJS, which is an HTML/CSS/JS framework for slides. The images are single-sourced between the site and the slides, so they’ll more likely stay in sync.
Copyright and re-use of materials
Some people have asked whether they can use materials from this course to give their own API documentation workshops. I only allow the material to be used for non-profit workshops where the workshop leader isn’t charging participants for the instruction. Of course, many of the ideas and concepts in this course aren’t specific or unique to me, and you’re entitled to fair use. However, you can’t just hijack my site’s materials, activities, and other information to clone it for your own for-profit endeavor.
Let me know if any content is out of date
One of the challenges in any technical course is ensuring the content stays up to date. Technology changes rapidly, and given the many hands-on activities in the course, it’s easy for some steps to become out of date as time passes. I’ve tried to maintain a healthy balance between general and specific details in the content here. If you find something is out of date, either add a comment on that page or let me know.
If you’re following this course, you most likely want to learn more about APIs. I publish regular articles that talk about APIs and strategies for documenting them. You can stay updated about these posts by subscribing to my free newsletter.
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