Documentation files to be linked under the docs/sphinx
directory of
https://github.com/ome/openmicroscopy.
The Sphinx documentation system can be obtained by issuing:
pip install Sphinx
Most Linux distributions will also provide it in a python-sphinx package (or similar).
The OME documentation is organized into multiple folders:
- the OMERO documentation is under the
omero
folder, - the OME Contributing Developer documentation has been migrated to ome-contributing,
- the shared configuration and themes are under the
common
folder.
The structure of each documentation folder follows the Sphinx system guidelines. A quick overview:
- source *.rst files with reST markup live in the root of the folder and under subfolders,
- images/screenshots are placed under
images
, - downloadable files are placed under
downloads
, - compiled output is placed in
_build
, - compiled visual themes are automatically placed in
_static
, - Sphinx configuration is held in
conf.py
, - goals for
make
andmake.bat
are held inMakefile
.
A reference of reStructuredText (reST) is available at https://thomas-cokelaer.info. It is recommended to familiarise oneself with the syntax outlined there.
A tutorial covering Sphinx, which enhances working with reST documents, can be found at https://www.sphinx-doc.org.
The documentation may be built with make
.
To build a set of documentation, first move to the documentation folder. To build the OMERO documentation:
cd omero/
To clean the build directory of any previous builds, use one of:
make clean
To build the documentation locally in the form of HTML pages, use one of:
make html
To check the links (internal and external) of the documentation, use one of:
make linkcheck
By default, make
will build the documentation locally in the form of HTML pages.
The top-level directory Makefile also defines targets for building the OMERO documentation.
To clean the build directories of any previous builds, use one of:
make clean
To build the sets of documentation locally in the form of HTML pages, use one of:
make html
By default, running make
will build the documentation locally in the form of HTML pages.
Additional options for sphinx-build can be passed using the SPHINXOPTS
variable. The -W
option turns all warnings into errors:
SPHINXOPTS=-W make clean html
Some parts of the OMERO documentation are auto-generated from the OMERO deliverables (e.g. templates, command-line output...). This auto-generation is usually done via Continuous Integration builds. To generate these components manually, download the OMERO.server and run the auto-generation script as:
WORSKSPACE=/path/to/OMERO/deliverables ./omero/autogen_docs
Part of the conventions used here is based on work by Benoît Bryon.
reST source file names should carry the rst
suffix and use lowercase
alphanumeric characters and the -
(minus) symbol.
Most reST directives do not need indentation, unless contents or options have to be supplied. For consistency, please use 4 space indentation whenever needed. Do not use indentation for the start of directives (start them at the edge of the new line). Any content under a reST directive has to be indented the same way as the options.
Example:
.. toctree:: :maxdepth: 2 Some content here...
reST source files should use 78 lines for wrapping text. Please consult the manual of your favourite text editor to see how to switch on text wrapping.
Two new lines should be put before top-lined, top-level section names, i.e. before H1 and H2. One new line in any other case.
Example:
############### Part title (H1) ############### Introduction text. (blank) (blank) ****************** Chapter title (H2) ******************
Every reST source file should begin with an H2 (level two) title. H1 titles
are reserved for the index files (index.rst
).
The following symbols should be used to create headings:
#
with top line for parts*
with top line for chapters=
for sections-
for subsections^
for subsubsections"
for paragraphs
Example:
############### Part Title (H1) ############### H1 only in indexes. ****************** Chapter Title (H2) ****************** Sample file content. ******************** Another chapter (H2) ******************** Section title (H3) ================== Subsection title (H4) --------------------- Subsubsection title (H5) ^^^^^^^^^^^^^^^^^^^^^^^^ Paragraph title (H6) """""""""""""""""""" And some text.
Every page can be uniquely referenced using the sphinx doc directive. Like
other directives, you can use the absolute file path, i.e. relative to the
top-level directory:
:doc: `/path/name-of-the-page`
or :doc: `link to my page </path/name-of-the-page>`
.
Only when a good reason exists, a document can also start with a label:
.. _page-label: Title Of The Page =================
Use of labels to refer to whole files is discouraged. References to labels
above tables and images are encouraged. The :ref:
Sphinx role is advised
over standard reST links, as it works across files and reference names are
automatically generated (e.g. from caption of an image).
reST allows for two types of image embedding: using the image
and
figure
directive. It is recommended to use the latter, as legends and
captions can be added easier.
All images referenced in a reST document shall be placed in an images
folder in the top-level directory of the documentation.
Please do not use relative (../../../images/foo.jpg
) paths to refer to
images. Sphinx does a good job at creating paths, so one can use
/images/foo.jpg
Please do not use tables for collections of links and figures, and leave them solely for use as actual tables. While it can be used in HTML to shoehorn content into boxes, it does not work too well for other output.
Big tables (typically wider than 50 characters) should be managed as external
files using the comma-separated values (CSV) format. These tables can then be
included in the documentation with the csv-table
directive. If tables are
saved using the tab-separated values (TSV) format use the delim
option to
set the table delimiter to tab e.g.:
.. csv-table:: :widths: 20 80 :header-rows: 1 :file: searchfieldnames.tsv :delim: tab
reST allows for using substitutions in cases where a piece of markup is used more than once, e.g.:
Please visit Python.org_ ... .. _Python.org: https://www.python.org
If a hyperlink appears only once, please use anonymous, "one-off" hyperlinks (two underscores):
`RFC 2396 <https://www.rfc-editor.org/rfc/rfc2396.txt>`__ and `RFC 2732 <https://www.rfc-editor.org/rfc/rfc2732.txt>`__ together define the syntax of URIs.
Finally, please avoid using here
as the hyperlink name, as in:
(...) go `here <http://www.google.com>`_.
Please try to follow the rules outlined in Inline Markup. This allows for improving the semantics of the document elements.
- Notes should be formatted using the note directive:
.. note::
- Definition lists can be created and cross-referenced using the glossary
directive:
.. glossary::
. Each definition can be referenced anywhere in the documentation using the:term:
role and an entry will be added for every term in the generated index. - References to external documentation can be formatted using:
.. seealso::
- Menu selections should be marked using the appropriate role:
:menuselection: `Start --> Programs`
- Environment variables should be formatted using the
:envvar:
role. This role will add an entry for the variable in the generated index. - CLI Commands can be formatted using the following role:
:omerocmd: `admin start`
This role will render asomero admin start
and add an entry for the command in the generated index. - Other commands should be formatted using the literal markup:
:literal: `command`
or double back quoted markup - Configuration properties for OMERO.server and OMERO.web are marked using
the custom
property
directive and can be cross referenced e.g. using:property: `omero.data.dir`
- Other useful inline markups include:
:option:
and:guilabel:
- Do not use inline highlighting or other markups in headings or subheadings
Some substitutions have been implemented using rst_epilog
in conf.py
.
They can be used in all pages of the documentation.
The table below lists targets for common hyperlinks.
Target name | Link |
---|---|
Python | https://www.python.org |
Matplotlib | https://matplotlib.org/ |
Pillow | https://pillow.readthedocs.org |
Hibernate | http://www.hibernate.org |
ZeroC | https://zeroc.com |
Ice | https://zeroc.com |
Jenkins | https://jenkins.io/ |
roadmap | https://trac.openmicroscopy.org/ome/roadmap |
Open Microscopy Environment | https://www.openmicroscopy.org |
Glencoe Software, Inc. | https://www.glencoesoftware.com/ |
PyPI | https://pypi.org |
The table below lists substitutions for common abbreviations. These
substitutions use the :abbr:
Sphinx role meaning they are shown as
tool-tip in HTML.
Name | Abbreviation | Explanation |
---|---|---|
|SSH| | SSH | Secure Shell |
|VM| | VM | Virtual Machine |
|OS| | OS | Operating System |
|SSL| | SSL | Secure Socket Layer |
|HDD| | HDD | Hard Disk Drive |
|CLI| | CLI | Command Line Interface |
The table below lists substitutions that can be used to create references to sections of the OMERO documentation.
Name | Path |
---|---|
|OmeroPy| | developers/Python |
|OmeroCpp| | developers/Cpp |
|OmeroJava| | developers/Java |
|OmeroMatlab| | developers/Matlab |
|OmeroApi| | developers/Modules/Api |
|OmeroWeb| | developers/Web |
|OmeroClients| | developers/GettingStarted |
|OmeroGrid| | sysadmins/grid |
|OmeroSessions| | developers/Server/Sessions |
|OmeroModel| | developers/Model |
|ExtendingOmero| | developers/ExtendingOmero |
|BlitzGateway| | developers/Python |
For the most up-to-date list, please consult conf.py
(section
rst_epilog
).
Some URLs are widely used across the OME documentation. Using the Sphinx
extlinks
extension, a dictionary of aliases to base URLs has been defined
for the following:
- image.sc forum:
:imagesc: `tag <tag>`
- Trac tickets:
:ticket: `3442`
, displayed as<a>#3442</a>
- Snapshots:
:snapshot: `omero/myzip.zip`
- Website pages:
:omero: `OMERO <>`
- Downloads:
:downloads: `OMERO downloads <>`
For the most up-to-date list, please consult conf.py
(section
extlinks
). Note that there are separate conf.py
files for each set of
documentation, as well as a shared one under common/
.
Links to the OMERO source code hosted on Github can be created using the
source
alias for single files, e.g. :source: `etc/grid/default.xml`
or
the sourcedir
alias for directories, e.g. :sourcedir: `etc`
.
By default, these links will point at the code under the default branch e.g. develop
, master
or main
or
https://github.com/ome/openmicroscopy. To specify a specific fork
and/or branch, set the SOURCE_USER and SOURCE_BRANCH environment variables,
e.g.:
SOURCE_USER=sbesson SOURCE_BRANCH=my_branch make clean html SOURCE_USER=sbesson SOURCE_BRANCH=my_branch ant clean html
Links to the continuous integration server can be created using the
jenkins
alias for the main server, e.g. :jenkins: `Jenkins server <>`
,
the jenkinsjob
alias for a given job, e.g. :jenkinsjob: `OMERO-4.4`
or
the jenkinsview
alias for a given view, e.g. :jenkinsview: `4.4`
.
For the legacy OME mailing lists, to point at specific discussion threads,
two aliases have been defined, ome-users
and ome-devel
, e.g.
:ome-users:`ome-users thread <2009-June/001839.html>`
.
When a specific type of content (e.g. code snippet) repeats itself among many
pages, it is advised to store it in a separate file without the default
.txt
extension. This file can then be later included using the
literalinclude
directive.
- Do not use contractions (can't, isn't, I'll, etc.) or '&' in the documentation.
- All H1 and H2 level headings should have a capital letter at the start of each word.
- All sub-headings (H3 +) should begin with a capital letter for the first word and continue in lowercase, except where they refer to terms which are abbreviated in the text e.g. Virtual Machine.
- Use the full product name, e.g. OMERO.insight instead of Insight.
- Avoid using resp. in brackets to refer to alternative file names etc. Just use 'or'.
- Use full words rather than symbols in headings if possible.
- When giving instructions, address the user as 'you' and try to maintain a professional attitude - i.e. no random asides about making coffee or smilies!
- Bullet point lists should begin with a capital letter and end with a full stop if each point is a complete sentence, or more than one sentence. If not, no punctuation is necessary (see https://en.oxforddictionaries.com/punctuation/bullet-points).
- Note that if you are giving an example link which is phrased like a
hyperlink but not formatted as one because it does not actually exist, you
need to prepend it with a '\' to escape the
link and stop the link-checker from reporting it as broken (e.g.
\http://your_host/webclient/login/
), unless you use the literal mark-up.