Writing documentation

This section provides some guidelines for writing consistent documentation for GeoNetwork.

See also

The quickest and easiest way to contribute to the documentation is to sign up for a GitHub account and edit the documentation pages by clicking the “Edit on GitHub” link at the top of the page. (See code repository doc).

Building the docs

The following tools are required to build the documentation from source:

  • Java JDK 1.8, Python

  • Maven 3.1.0+: Once installed Maven should be available in your command shell as mvn.

  • make: Once installed make should be available in your command shell as make.

  • Sphinx: See Sphinx for details. Once installed confirm it’s available by running sphinx-build --version.

  • sphinx-bootstrap-theme.

To install the build tools:

sudo apt install make
sudo apt install python3-pip
sudo pip install sphinx
sudo pip install sphinx-bootstrap-theme
sudo pip install sphinx_rtd_theme

Then build the documentation in English using the following commands:

git clone https://github.com/geonetwork/doc
cd doc
mvn clean install

Once the documentation has built without errors, access the html files from doc\target\en\index.html.

To build all documentation in several languages (right now: es,fr,ge,it,ko,nl,cz,ca,fi,is), based on Transifex translations:

mvn clean install -Pall

If you want to get the latest translations for your build, run:

mvn clean install -Platest,all

Building the standards docs

Important

Documentation about the standards and the editor configuration is built from the GeoNetwork source code using the schema-doc plugin. So do not manually edit the following files:

  • docs/manuals/source/annexes/standards/*

  • docs/manuals/source/customizing-application/editor-ui/creating-custom-editor.rst

Do not translate those files in Transifex. Translation must be done in the plugin itself. To update those files, clone the GeoNetwork repository and use the following commands:

cd docs/schema-doc
mvn clean install

Check the updated files and commit to the doc repository.

Editing the reStructuredText files

To update the documentation, use a text editor to edit .rst files. Ensure you are using the correct terminology by checking Style Guide. Save your changes, build the documentation and open the HTML files to preview the changes. When your changes are ready to be submitted to the project, follow the steps in Making a pull request.

Sphinx

This section gives some useful tips about using Sphinx.

Don’t introduce any new warnings

When building the docs, Sphinx prints out warnings about broken links, syntax errors and so on. Don’t introduce new ones.

It’s best to delete the build directory and completely rebuild the docs, to check for any warnings:

mvn clean install

Substitutions

Substitutions are useful to define a value that’s needed in many places (eg. the location of a file, etc.).

The values are defined in rst_epilog in conf.py:

.. |jdbc.properties| replace:: WEB-INF/config-db/jdbc.properties

Use them when appropriate:

Configure the database in |jdbc.properties| ...


After installation look to |install.homepage|_ on your web browser.

versionadded, versionchanged and deprecated

Use Sphinx’s versionadded and versionchanged directives to mark new or changed features. For example:

Creating overview from WMS
==========================

.. versionadded:: 3.0

In the *add overview panel*, select the *add from WMS* link to create
an image from the WMS referenced in the metadata record to illustrate
the dataset in a specific area.

...

When using the versionchanged directive, a sentence explaining what changed is usually relevant:

Configuring LDAP
================

.. versionchanged:: 2.10.0
   Previous versions was setting LDAP parameters from the administration
   panel.

...

Use deprecated directive when a feature is no longer available.

seealso

Many sections include a list of references to module documentation or external documents. These lists are created using the seealso directive typically placed in a section just before any subsections.

Translating the doc

Github doc repository contains the English version of the documentation. All translations should be done on Transifex web interface. No properties files should be committed to this repository.

If you add some new section or update the text on an existing section, you have to update the Transifex fields to make sure this change is spread to all languages. To achieve this, execute:

To download the translations from Transifex, you will need the Transifex command line client: https://docs.transifex.com/client/installing-the-client. The Transifex Client is written in Python, so it runs on most systems. The easiest way to install it is with pip.

To install the build tools:

sudo pip install sphinx-intl
sudo pip install transifex-client

Once installed, you need to configure your Transifex user: https://docs.transifex.com/client/client-configuration in ~/.transifexrc. This config file is unique per user, and it is stored in your home directory.

[https://www.transifex.com]
username = your_username/api
token =
password = p@ssw0rd/api_token
hostname = https://www.transifex.com

Update translations on Transifex:

make update_translations

If you want to add a new language to the build, you will have to edit the file https://github.com/geonetwork/doc/blob/develop/Makefile#L65 and add the languages you want to build the documentation for.

If you want it to be publicly available on https://geonetwork-opensource.org webpage, make sure you make a PR with the change and ask for advice on the https://github.com/geonetwork/website project.