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Matteo Mattiuzzi
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refined the yaml, added several comments.
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src/guidelines/editor-manual.qmd

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---
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title: "Writing Techncial Documentation for CLMS"
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title: "Guideline for Writing Techncial Documentation"
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subtitle: "Editor Manual"
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author: "European Environment Agency (EEA)"
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version: "0.4"
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version: 0.4
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description: "A comprehensive guide for creating technical documentation for the Copernicus Land Monitoring Service using Quarto. It covers Markdown basics, document rendering, and the review process, ensuring consistency and clarity in documentation."
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date: "2025-04-05"
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toc: true
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toc-title: "Content"
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metadata-files:
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metadata-files:
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- ../../metadata/default.yml
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format:
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# docx: default
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# pdf: default
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html:
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css: ../styles/styles.css
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#docx:
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# reference-doc: ../styles/template-guideline.docx
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# hidden: true
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#pdf: default
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---
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<!--# I havelooked into the ../../metadata/default.yml. there are several things which are also set here e.g. toc but also others. In this document we may go a bit more into detail what is controlled in default.yaml and what can/should be controlled by the document creator. -->
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<!--# maybe we should promote (or at least describe to option of unsing variables in yaml that can be reused in the document: e.g. product-name: "Example Product" --- # Welcome to {{ product-name }} Documentation -->
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# Introduction
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This manual guides users through creating technical documentation for the Copernicus Land Monitoring Service using [**Quarto**](https://quarto.org/). Quarto simplifies the process of writing professional documents in [**Markdown**](https://www.markdownguide.org/), and converting them into **HTML** and **PDF** for nice publishing. The manual covers basic Markdown writing, document rendering, as well a the review, and publication process of technical CLMS documents. It also describes the project folder structure, template usage, and common mistakes to avoid.
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- **ATBD** (Algorithm Theoretical Basis Document)
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- **PUM** (Product User Manual)\
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When you start a new document, you will copy the appropriate template from here.
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When you start a new document, you will copy the appropriate template from here.
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- **`src/styles/`**<!--# state no editing here -->\
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This folder contains style-related files, such as DOCX templates and style sheets. These are used by scripts and macros to give your documents a consistent look.
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Rendered result:
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| Name | Role | Status |
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|------:|-----------|:-------:|
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| Alice | Developer | *Active* |
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| Bob | Reviewer | **Pending** |
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| Name | Role | Status |
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|------:|-----------|:-----------:|
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| Alice | Developer | *Active* |
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| Bob | Reviewer | **Pending** |
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: Demonstration of pipe table syntax
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Make sure to align columns using `|` and `-`.
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1. Open the `src/templates/` folder.
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2. Choose the right template:
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- `CLMS_ATBD_Template.qmd` for an Algorithm Theoretical Basis Document (ATBD)
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- `CLMS_PUM_Template.qmd` for a Product User Manual (PUM)
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- `CLMS``_Template``_ATBD.qmd` for an Algorithm Theoretical Basis Document (ATBD)
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- `CLMS``_Template``_PUM.qmd` for a Product User Manual (PUM)
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3. Copy the template into the `src/products/` folder.
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4. Rename it to match your new document. Example: `my-product.qmd`
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5. Create a new media folder named `my-product-media/` next to it to store images and charts.
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These fields are **required** for correct rendering:
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- `metadata-files`: connects your document to shared metadata (like author, institution, version)
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- `metadata-files`: connects your document to shared metadata (like author, institution, version) <!--# author, institution, version are default? should't that be controlled by the document creator? -->
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- `format`: controls how your document is rendered (HTML, styled DOCX, etc.)
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::: callout-important
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## ATBD Template
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**Filename:** `CLMS_ATBD_Template.qmd`
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**Filename:** `CLMS``_Template``_ATBD.qmd`
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This template is used for creating an **Algorithm Theoretical Basis Document (ATBD)**.
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## PUM Template
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**Filename:** `CLMS_PUM_Template.qmd`
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**Filename:** `CLMS``_Template``_PUM.qmd`
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This template is used for creating a **Product User Manual (PUM)**.
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## How to Use the Templates
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1. Go to `src/templates/`
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2. Choose either `CLMS_ATBD_Template.qmd` or `CLMS_PUM_Template.qmd`
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2. Choose either `CLMS``_Template``_ATBD.qmd` or `CLMS``_Template``_PUM.qmd`
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3. Copy the file into the `src/products/` folder
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4. Rename it to match your project (e.g. `my-product.qmd`)
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5. Begin editing based on the guidance in the template
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# Rendering Documentation {#rendering-documentation}
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Once your `.qmd` file is ready, the next step is to render it --- this means turning it into a final document that can be viewed and shared. Quarto supports multiple output formats, but in our workflow, we focus on two: **HTML** and **PDF**.
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Once your `.qmd` file is ready, the next step is to render it --- this means turning it into a final document that can be published. Quarto supports multiple output formats, but in our workflow, we focus on: **HTML** and **PDF**.
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You can render your documentation directly in RStudio or using command-line tools, depending on what you prefer. Both options work the same way and produce identical results --- choose the one that fits your workflow best.
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You can render your documentation directly in RStudio as described below or using command-line tools, depending on what you prefer. Both options work the same way and produce identical results --- choose the one that fits your workflow best.
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## Render to HTML
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## Render to PDF via DOCX and LibreOffice
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PDFs are not generated directly from Quarto. Instead, the process involves a few automatic steps:
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PDFs are not generated directly by Quarto. Instead, the process involves a few automatic steps:
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1. Quarto first generates a `.docx` (Word) file using the styles and settings defined in the YAML header and shared config files.
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2. Then, a LibreOffice macro automatically converts the `.docx` to `.pdf`. <!--# in this case lobreoffice is a software rerequisit and should be listed as such. I am not sure what the state is of libre vs MSword script is? -->
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2. Then, a LibreOffice macro automatically converts the `.docx` to `.pdf`. <!--# in this case libreoffice is a software prerequisit and should be listed as such. I am not sure what the state is of libre vs MSword script is? -->
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3. The resulting PDF file is saved in the output location.
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This approach ensures consistent and well-formatted PDFs, even across different systems.
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::: callout-important
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- Make sure `pdf: default` is included in your YAML header --- this triggers the PDF pipeline.
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- Do not define custom `pdf:` options unless you know what you're doing.
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- Do not define custom `pdf:` options unless you know what you're doing. <!--# wasn't there an order what must be placed first? docx then pdf, of is pdf enough and your macro ensures the libre workflow? -->
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:::
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### Preview with DOCX Instead of PDF

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