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gh-yaleh-meta-cc-claude/skills/documentation-management/patterns/progressive-disclosure.md
2025-11-30 09:07:22 +08:00

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Pattern: Progressive Disclosure

Status: Validated (2 uses) Domain: Documentation Transferability: Universal (applies to all complex topics)


Problem

Complex technical topics overwhelm readers when presented all at once. Users with different expertise levels need different depths of information.

Symptoms:

  • New users bounce off documentation (too complex)
  • Dense paragraphs with no entry point
  • No clear path from beginner to advanced
  • Examples too complex for first-time users

Solution

Structure content in layers, revealing complexity incrementally:

  1. Simple overview first - What is it? Why care?
  2. Quick start - Minimal viable example (10 minutes)
  3. Core concepts - Key ideas with simple explanations
  4. Detailed workflow - Step-by-step with all options
  5. Advanced topics - Edge cases, optimization, internals

Key Principle: Each layer is independently useful. Reader can stop at any level and have learned something valuable.


Implementation

Structure Template

# Topic Name

**Brief one-liner** - Core value proposition

---

## Quick Start (10 minutes)

Minimal example that works:
- 3-5 steps maximum
- No configuration options
- One happy path
- Working result

---

## What is [Topic]?

Simple explanation:
- Analogy or metaphor
- Core problem it solves
- Key benefit (one sentence)

---

## Core Concepts

Key ideas (3-6 concepts):
- Concept 1: Simple definition + example
- Concept 2: Simple definition + example
- ...

---

## Detailed Guide

Complete reference:
- All options
- Configuration
- Edge cases
- Advanced usage

---

## Reference

Technical details:
- API reference
- Configuration reference
- Troubleshooting

Writing Guidelines

Layer 1 (Quick Start):

  • One path, no branches
  • Copy-paste ready code
  • Working in < 10 minutes
  • No "depending on your setup" qualifiers
  • No advanced options

Layer 2 (Core Concepts):

  • Explain "why" not just "what"
  • One concept per subsection
  • Concrete example for each concept
  • No forward references to advanced topics
  • No API details (save for reference)

Layer 3 (Detailed Guide):

  • All options documented
  • Decision trees for choices
  • Links to reference for details
  • Examples for common scenarios

Layer 4 (Reference):

  • Complete API coverage
  • Alphabetical or categorical organization
  • Brief descriptions (link to guide for concepts)

When to Use

Use progressive disclosure when:

  • Topic has multiple levels of complexity
  • Audience spans from beginners to experts
  • Quick start path exists (< 10 min viable example)
  • Advanced features are optional, not required

Don't use when:

  • Topic is inherently simple (< 5 concepts)
  • No quick start path (all concepts required)
  • Audience is uniformly expert or beginner

Validation

First Use: BAIME Usage Guide

Context: Explaining BAIME framework (complex: iterations, agents, capabilities, value functions)

Structure:

  1. What is BAIME? (1 paragraph overview)
  2. Quick Start (4 steps, 10 minutes)
  3. Core Concepts (6 concepts explained simply)
  4. Step-by-Step Workflow (detailed 3-phase guide)
  5. Specialized Agents (advanced topic)

Evidence of Success:

  • Clear entry point for new users
  • Each layer independently useful
  • Complexity introduced incrementally
  • No user feedback yet (baseline), but structure feels right

Effectiveness: Unknown (no user testing yet), but pattern emerged naturally from managing complexity

Second Use: Iteration-1-strategy.md (This Document)

Context: Explaining iteration 1 strategy

Structure:

  1. Objectives (what we're doing)
  2. Strategy Decisions (priorities)
  3. Execution Plan (detailed steps)
  4. Expected Outcomes (results)

Evidence of Success:

  • Quick scan gives overview (Objectives)
  • Can stop after Strategy Decisions and understand plan
  • Execution Plan provides full detail for implementers

Effectiveness: Pattern naturally applied. Confirms reusability.


Variations

Variation 1: Tutorial vs Reference

Tutorial: Progressive disclosure with narrative flow Reference: Progressive disclosure with random access (clear sections, can jump anywhere)

Variation 2: Depth vs Breadth

Depth-first: Deep dive on one topic before moving to next (better for learning) Breadth-first: Overview of all topics before deep dive (better for scanning)

Recommendation: Breadth-first for frameworks, depth-first for specific features


  • Example-Driven Explanation: Each layer should have examples (complements progressive disclosure)
  • Multi-Level Content: Similar concept, focuses on parallel tracks (novice vs expert)
  • Visual Structure: Helps users navigate between layers (use clear headings, TOC)

Anti-Patterns

Hiding required information in advanced sections

  • If it's required, it belongs in core concepts or earlier

Making quick start too complex

  • Quick start should work in < 10 min, no exceptions

Assuming readers will read sequentially

  • Each layer should be useful independently
  • Use cross-references liberally

No clear boundaries between layers

  • Use headings, whitespace, visual cues to separate layers

Measurement

Effectiveness Metrics

  • Time to first success: Users should get working example in < 10 min
  • Completion rate: % users who finish quick start (target: > 80%)
  • Drop-off points: Where do users stop reading? (reveals layer effectiveness)
  • Advanced feature adoption: % users who reach Layer 3+ (target: 20-30%)

Quality Metrics

  • Layer independence: Can each layer stand alone? (manual review)
  • Concept density: Concepts per layer (target: < 7 per layer)
  • Example coverage: Does each layer have examples? (target: 100%)

Template Application Guidance

Step 1: Identify Complexity Levels

Map your content to layers:

  • What's the simplest path? (Quick Start)
  • What concepts are essential? (Core Concepts)
  • What options exist? (Detailed Guide)
  • What's for experts only? (Reference)

Step 2: Write Quick Start First

This validates you have a simple path:

  • If quick start is > 10 steps, topic may be too complex
  • If no quick start possible, reconsider structure

Step 3: Expand Incrementally

Add layers from simple to complex:

  • Core concepts next (builds on quick start)
  • Detailed guide (expands core concepts)
  • Reference (all remaining details)

Step 4: Test Transitions

Verify each layer works independently:

  • Can reader stop after quick start and have working knowledge?
  • Does core concepts add value beyond quick start?
  • Can reader skip to reference if already familiar?

Status

Validation: 2 uses (BAIME guide, Iteration 1 strategy) Confidence: High - Pattern emerged naturally twice Transferability: Universal (applies to all complex documentation) Recommendation: Extract to template (done in this iteration)

Next Steps:

  • Validate in third context (different domain - API docs, troubleshooting guide, etc.)
  • Gather user feedback on effectiveness
  • Refine metrics based on actual usage data