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Merge pull request #555 from BioKIC/docs-template
Create new Style Guide to maintain Docs consistency
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---
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title: "Formatting Symbiota Docs"
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date: 2024-06-13
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weight: 2
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draft: false
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authors: ["Lindsay Walker"]
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keywords: ["contribute", "documentation"]
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---
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## Style Guide
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If you intend to contribute Markdown (.md) files to Symbiota Docs, please review the [Style Guide](resources/templates/styleguide.md) to ensure your contributions are formatted consistently with other pages in this repository.
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resources/templates/styleguide.md

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# Symbiota Docs Documentation Style Guide
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Please refer to and update this style guide to help maintain consistency and readability across the user documentation for [Symbiota](https://github.com/BioKIC/Symbiota).
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## Page-level Frontmatter
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Each page in Symbiota Docs should contain the following elements, some of which format the citations on the bottom of each page:
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```
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title: "Page Title in Title Case"
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date: 20XX-MM-DD
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weight: #
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draft: false
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authors: ["Firstname Lastname"]
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keywords: ["x", "y", "z", "etc"]
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```
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- `date` should refer to the first day that the page was created, not modified (see below).
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- Title values should be succinct and often reflect an action using a gerund, e.g. "Deleting Records".
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If a page is modified, add values for `lastmod` and `editors`:
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```
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lastmod: 20XX-MM-DD
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editors: ["Firstname Lastname"]
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```
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Include a weight value (an integer) to organize the order in which a page's title appears within the left-hand navigation menu in Symbiota Docs. It's best to keep the organization alphabetical:
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```
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weight: #
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```
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## Formatting Conventions
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Introduce the topic on a page using classes, e.g.
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```
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{{< notice info >}}
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This Symbiota Docs page is about...
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{{</ notice >}}
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```
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Or to add tips:
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```
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{{< notice tip >}}
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Here's a tip about this feature...
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{{</ notice >}}
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```
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Use _italics_ for:
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- Filenames, e.g. _identifications.csv_
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- Names of columns/fields, e.g. _Additional Identifier Value_ or _basisOfRecord_
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- File and navigation paths paired with carrots, e.g. _My Profile > Occurrence Management > Administration Control Panel_ or _Sitemap > Additional Resources > Glossary_
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Use quotation marks `"..."` when referencing:
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- Example values, e.g. "PreservedSpecimen"
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- Buttons, e.g. "Create/Refresh Darwin Core Archive"
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Use capitalization for:
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- Tabs, e.g. Traits tab
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- Modules, e.g. Material Sample module
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Use **bold** for:
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- emphasis, e.g. "Before batch editing, remember to **backup your dataset**".
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For code and commands:
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- Format shorter code snippets with \`...\`, e.g. `bundle exec jekyll serve`.
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- More extensive code and commands can be recorded à la:
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```
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{{< highlight batchfile >}}
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cd Documents/symbiota-docs/
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hugo server -D
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{{< /highlight >}}
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```
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Additionally:
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- Top-level headings within documentation pages should use `##` and generally should be written in title case.
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- File extensions written as part of a filename are lowercase, e.g. *example.jpg*, but when written alone are uppercase, e.g. "The file should be a JPG."
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## Including Media
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To include a basic image with a caption, do so e.g.:
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```
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{% include figure image_path="/symbiota-docs/static/images/edittaxon.png" alt="alt text goes here" caption="Figure caption text goes here." %}
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```
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```
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| ![Image Title](/symbiota-docs/images/filename.png) |
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|:--:|
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| Caption. |
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```
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To include a basic image without a caption, do so e.g.:
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```
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![Image Title](/symbiota-docs/images/filename.png)
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```
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To resize, align, or add an alt attribute (for screenreaders) to an image:
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```
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<img src="/symbiota-docs/static/images/filename.png" alt="Description of image" width="100"/>{: .align-right}
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```
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To include a video, do so e.g.:
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```
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{{< youtube ed2VEZCJwEI >}}
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```
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## Naming Files
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Markdown files (.md) being added to Symbiota Docs should be named descriptively yet succinctly. Do not use any character other than `a-z`.
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Image files should be named descriptively in lowercase. Do not use any character other than `a-z`, `-`, or `_`. Images (.png, .jpg) should be saved to `/symbiota-docs/tree/master/static/images`.
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## Related Resources
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- [GitHub Formatting Syntax](https://docs.github.com/en/get-started/writing-on-github/getting-started-with-writing-and-formatting-on-github/basic-writing-and-formatting-syntax)
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- [Markdown Guide's Cheatsheet](https://www.markdownguide.org/cheat-sheet/)
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- [Markdown Emojis Directory](https://gist.github.com/rxaviers/7360908)

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