DocBook was originally developed by HaL Computer Systems and O'Reilly & Associates to be a DTD for writing technical documentation [2]. Since 1998 it is maintained by the DocBook Technical Committee. As such, and unlike LinuxDoc and XHTML, DocBook is very heavily oriented towards markup that describes what something is, rather than describing how it should be presented.
Some elements may exist in two forms, formal and informal. Typically, the formal version of the element will consist of a title followed by the informal version of the element. The informal version will not have a title.
The DocBook DTD is available from the Ports Collection
in the textproc/docbook-xml-450
port. It is automatically installed as part of the textproc/docproj port.
The FreeBSD Documentation Project has extended the DocBook DTD by adding some new elements. These elements serve to make some of the markup more precise.
Where a FreeBSD specific element is listed below it is clearly marked.
Throughout the rest of this document, the term “DocBook” is used to mean the FreeBSD extended DocBook DTD.
There is nothing about these extensions that is FreeBSD
specific, it was just felt that they were useful
enhancements for this particular project. Should anyone
from any of the other *nix camps (NetBSD, OpenBSD, Linux,
…) be interested in collaborating on a standard
DocBook extension set, please get in touch with
Documentation Engineering Team <doceng@FreeBSD.org>.
The FreeBSD extensions are not (currently) in the Ports Collection. They are stored in the FreeBSD Subversion tree, as head/share/xml/freebsd.dtd.
In compliance with the DocBook guidelines for writing FPIs for DocBook customizations, the FPI for the FreeBSD extended DocBook DTD is:
DocBook allows you to structure your documentation in several ways. In the FreeBSD Documentation Project we are using two primary types of DocBook document: the book and the article.
A book is organized into chapters.
This is a mandatory requirement. There may be
parts between the book and the chapter to
provide another layer of organization. For example, the
Handbook is arranged in this way.
A chapter may (or may not) contain one or more sections.
These are indicated with the sect1 element.
If a section contains another section then use the
sect2 element, and so on, up to
sect5.
Chapters and sections contain the remainder of the content.
An article is simpler than a book, and does not use
chapters. Instead, the content of an article is organized
into one or more sections, using the same
sect1 (and sect2 and so
on) elements that are used in books.
Obviously, you should consider the nature of the documentation you are writing in order to decide whether it is best marked up as a book or an article. Articles are well suited to information that does not need to be broken down into several chapters, and that is, relatively speaking, quite short, at up to 20-25 pages of content. Books are best suited to information that can be broken up into several chapters, possibly with appendices and similar content as well.
The FreeBSD tutorials are all marked up as articles, while this document, the FreeBSD FAQ, and the FreeBSD Handbook are all marked up as books, for example.
The content of the book is contained within the
book element. As well as containing
structural markup, this element can contain elements that
include additional information about the book. This is
either meta-information, used for reference purposes, or
additional content used to produce a title page.
This additional information should be contained within
bookinfo.
book with
bookinfoYour Title Here</title>
<author>
<firstname>Your first name</firstname>
<surname>Your surname</surname>
<affiliation>
<address><email>Your email address</email></address>
</affiliation>
</author>
<copyright>
<year>1998</year>
<holder role="mailto:your email address">Your name</holder>
</copyright>
<releaseinfo>$FreeBSD$</releaseinfo>
<abstract>
<para>Include an abstract of the book's contents here.</para>
</abstract>
</bookinfo>
…
</book>The content of the article is contained within the
article element. As well as containing
structural markup, this element can contain elements that
include additional information about the article. This is
either meta-information, used for reference purposes, or
additional content used to produce a title page.
This additional information should be contained within
articleinfo.
article with
articleinfoYour title here</title>
<author>
<firstname>Your first name</firstname>
<surname>Your surname</surname>
<affiliation>
<address><email>Your email address</email></address>
</affiliation>
</author>
<copyright>
<year>1998</year>
<holder role="mailto:your email address">Your name</holder>
</copyright>
<releaseinfo>$FreeBSD$</releaseinfo>
<abstract>
<para>Include an abstract of the article's contents here.</para>
</abstract>
</articleinfo>
…
</article>Use chapter to mark up your chapters.
Each chapter has a mandatory title.
Articles do not contain chapters, they are reserved for
books.
A chapter cannot be empty; it must contain elements in
addition to title. If you need to
include an empty chapter then just use an empty
paragraph.
In books, chapters may (but do not need to) be broken up
into sections, subsections, and so on. In articles,
sections are the main structural element, and each article
must contain at least one section. Use the
sect element.
The nn indicates the section
number, which identifies the section level.
The first
sect is
nsect1. You can have one or more of these
in a chapter. They can contain one or more
sect2 elements, and so on, down to
sect5.
This example includes section numbers in the section titles. You should not do this in your documents. Adding the section numbers is carried out by the stylesheets (of which more later), and you do not need to manage them yourself.
You can introduce another layer of organization between
book and chapter with
one or more parts. This cannot be done
in an article.
DocBook supports three types of paragraphs:
formalpara, para, and
simpara.
Most of the time you will only need to use
para. formalpara
includes a title element, and
simpara disallows some elements from
within para. Stick with
para.
paraUse:
Appearance:
This is a paragraph. It can contain just about any other element.
A block quotation is an extended quotation from another document that should not appear within the current paragraph. You will probably only need it infrequently.
Blockquotes can optionally contain a title and an attribution (or they can be left untitled and unattributed).
blockquoteUse:
Appearance:
A small excerpt from the US Constitution:
Preamble to the Constitution of the United
States We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence, promote the general Welfare, and secure the Blessings of Liberty to ourselves and our Posterity, do ordain and establish this Constitution for the United States of America. | ||
| --Copied from a web site somewhere | ||
You may need to include extra information separate from the main body of the text. Typically this is “meta” information that the user should be aware of.
Depending on the nature of the information, one of
tip, note,
warning, caution, and
important should be used. Alternatively,
if the information is related to the main text but is not
one of the above, use sidebar.
The circumstances in which to choose one of these elements over another is unclear. The DocBook documentation suggests:
A Note is for information that should be heeded by all readers.
An Important element is a variation on Note.
A Caution is for information regarding possible data loss or software damage.
A Warning is for information regarding possible hardware damage or injury to life or limb.
warningUse:
Appearance:
Installing FreeBSD may make you want to delete Windows from your hard disk.
You will often need to list pieces of information to the user, or present them with a number of steps that must be carried out in order to accomplish a particular goal.
In order to do this, use
itemizedlist,
orderedlist, or
procedure[3]
itemizedlist and
orderedlist are similar to their
counterparts in HTML, ul and
ol. Each one consists of one or more
listitem elements, and each
listitem contains one or more block
elements. The listitem elements are
analogous to HTML's li tags. However,
unlike HTML, they are required.
procedure is slightly different. It
consists of steps, which may in turn
consists of more steps or
substeps. Each step
contains block elements.
itemizedlist,
orderedlist, and
procedureUse:
Appearance:
This is the first itemized item.
This is the second itemized item.
This is the first ordered item.
This is the second ordered item.
Do this.
Then do this.
And now do this.
If you want to show a fragment of a file (or perhaps a
complete file) to the user, wrap it in the
programlisting element.
White space and line breaks within
programlisting are
significant. In particular, this means that the opening tag
should appear on the same line as the first line of the
output, and the closing tag should appear on the same line
as the last line of the output, otherwise spurious blank
lines may be included.
programlistingUse:
Notice how the angle brackets in the
#include line need to be referenced by
their entities instead of being included literally.
Appearance:
When you have finished, your program should look like this:
A callout is a mechanism for referring back to an earlier piece of text or specific position within an earlier example without linking to it within the text.
To do this, mark areas of interest in your example
(programlisting,
literallayout, or whatever) with the
co element. Each element must have a
unique id assigned to it. After the
example include a calloutlist that refers
back to the example and provides additional
commentary.
co and
calloutlistAppearance:
When you have finished, your program should look like this:
Unlike HTML, you do not need to use tables for layout purposes, as the stylesheet handles those issues for you. Instead, just use tables for marking up tabular data.
In general terms (and see the DocBook documentation for
more detail) a table (which can be either formal or
informal) consists of a table element.
This contains at least one tgroup
element, which specifies (as an attribute) the number of
columns in this table group. Within the tablegroup you can
then have one thead element, which
contains elements for the table headings (column headings),
and one tbody which contains the body of
the table.
Both tgroup and
thead contain row
elements, which in turn contain entry
elements. Each entry element specifies
one cell in the table.
informaltableUse:
Appearance:
| This is Column Head 1 | This is Column Head 2 |
|---|---|
| Row 1, column 1 | Row 1, column 2 |
| Row 2, column 1 | Row 2, column 2 |
Always use the pgwide attribute with
a value of 1 with the
informaltable element. A bug in Internet
Explorer can cause the table to render incorrectly if this
is omitted.
If you do not want a border around the table the
frame attribute can be added to the
informaltable element with a value of
none (i.e., <informaltable
frame="none">).
frame="none"Appearance:
| This is Column Head 1 | This is Column Head 2 |
|---|---|
| Row 1, column 1 | Row 1, column 2 |
| Row 2, column 1 | Row 2, column 2 |
A lot of the time you need to show examples for the user to follow. Typically, these will consist of dialogs with the computer; the user types in a command, the user gets a response back, they type in another command, and so on.
A number of distinct elements and entities come into play here.
screenEverything the user sees in this example will be
on the computer screen, so the next element is
screen.
Within screen, white space is
significant.
prompt,
&prompt.root; and
&prompt.user;Some of the things the user will be seeing on the
screen are prompts from the computer (either from the
operating system, command shell, or application).
These should be marked up using
prompt.
As a special case, the two shell prompts for the
normal user and the root user have been provided as
entities. Every time you want to indicate the user is
at a shell prompt, use one of
&prompt.root; and
&prompt.user; as necessary.
They do not need to be inside
prompt.
&prompt.root; and
&prompt.user; are FreeBSD
extensions to DocBook, and are not part of the
original DTD.
userinputWhen displaying text that the user should type in,
wrap it in userinput tags. It will
probably be displayed differently to the user.
screen, prompt,
and userinputUse:
Appearance:
% ls -1
foo1
foo2
foo3
% ls -1 | grep foo2
foo2
% su
Password:
# cat foo2
This is the file called 'foo2'Even though we are displaying the contents of the file
foo2, it is not
marked up as programlisting. Reserve
programlisting for showing fragments of
files outside the context of user actions.
When you want to emphasize a particular word or phrase,
use emphasis. This may be presented as
italic, or bold, or might be spoken differently with a
text-to-speech system.
There is no way to change the presentation of the
emphasis within your document, no equivalent of HTML's
b and i. If the
information you are presenting is important then consider
presenting it in important rather than
emphasis.
emphasisUse:
Appearance:
FreeBSD is without doubt the premiere Unix like operating system for the Intel architecture.
To quote text from another document or source, or to
denote a phrase that is used figuratively, use
quote. Within a quote
tag, you may use most of the markup tags available for
normal text.
Use:
Appearance:
However, make sure that the search does not go beyond the “boundary between local and public administration”, as RFC 1535 calls it.
To refer to a specific key on the keyboard, use
keycap. To refer to a mouse button, use
mousebutton. And to refer to
combinations of key presses or mouse clicks, wrap them all
in keycombo.
keycombo has an attribute called
action, which may be one of
click, double-click,
other, press,
seq, or simul. The
last two values denote whether the keys or buttons should be
pressed in sequence, or simultaneously.
The stylesheets automatically add any connecting
symbols, such as +, between the key
names, when wrapped in keycombo.
Use:
Appearance:
To switch to the second virtual terminal, press Alt+F1.
To exit vi without saving your
work, type Esc : q !.
My window manager is configured so that Alt+ mouse button is used to move windows.
You will frequently want to refer to both applications and commands when writing documentation. The distinction between them is simple: an application is the name for a suite (or possibly just 1) of programs that fulfill a particular task. A command is the name of a program that the user can run.
In addition, you will occasionally need to list one or more of the options that a command might take.
Finally, you will often want to list a command with its manual section number, in the “command(number)” format so common in Unix manuals.
Mark up application names with
application.
When you want to list a command with its manual section
number (which should be most of the time) the DocBook
element is citerefentry. This will
contain a further two elements,
refentrytitle and
manvolnum. The content of
refentrytitle is the name of the command,
and the content of manvolnum is the
manual page section.
This can be cumbersome to write, and so a series of
general
entities have been created to make this easier.
Each entity takes the form
&man..manual-page.manual-section;
The file that contains these entities is in
doc/share/xml/man-refs.ent, and can be
referred to using this FPI:
Therefore, the introduction to your documentation will probably look like this:
Use command when you want to include
a command name “in-line” but present it as
something the user should type in.
Use option to mark up the options
which will be passed to a command.
When referring to the same command multiple times in
close proximity it is preferred to use the
&man.
notation to markup the first reference and use
command.section;command to markup subsequent references.
This makes the generated output, especially HTML, appear
visually better.
This can be confusing, and sometimes the choice is not always clear. Hopefully this example makes it clearer.
Use:
Appearance:
Sendmail is the most widely used Unix mail application.
Sendmail includes the sendmail(8), mailq(1), and newaliases(1) programs.
One of the command line parameters to
sendmail(8), -bp, will display the
current status of messages in the mail queue. Check this
on the command line by running
sendmail -bp.
Notice how the
&man.
notation is easier to follow.command.section;
Whenever you wish to refer to the name of a file, a
directory, or a file extension, use
filename.
filenameUse:
Appearance:
The SGML source for the Handbook in English can be
found in /usr/doc/en/handbook/. The
first file is called handbook.xml in
that directory. You should also see a
Makefile and a number of files with a
.ent extension.
These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD.
You might need to include the name of a program from the
FreeBSD Ports Collection in the documentation. Use the
filename tag with the
role attribute set to
package to identify these. Since ports
can be installed in any number of locations, only include
the category and the port name; do not include
/usr/ports.
filename Tag with
package RoleUse:
Appearance:
Install the net/ethereal port to view
network traffic.
These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD.
When referring to devices you have two choices. You can
either refer to the device as it appears in
/dev, or you can use the name of the
device as it appears in the kernel. For this latter course,
use devicename.
Sometimes you will not have a choice. Some devices,
such as networking cards, do not have entries in
/dev, or the entries are markedly
different from those entries.
devicenameUse:
Appearance:
sio is used for serial
communication in FreeBSD. sio
manifests through a number of entries in
/dev, including
/dev/ttyd0 and
/dev/cuaa0.
By contrast, the networking devices, such as
ed0 do not appear in
/dev.
In MS-DOS, the first floppy drive is referred to as
a:. In FreeBSD it is
/dev/fd0.
These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD.
You can markup identification information for networked
computers (hosts) in several ways, depending on the nature
of the information. All of them use
hostid as the element, with the
role attribute selecting the type of the
marked up information.
role attribute, or
role="hostname"With no role attribute (i.e.,
hostid.../hostid)
the marked up information is the simple hostname, such
as freefall or
wcarchive. You can explicitly
specify this with
role="hostname".
role="domainname"The text is a domain name, such as
FreeBSD.org or
ngo.org.uk. There is no hostname
component.
role="fqdn"The text is a Fully Qualified Domain Name, with both hostname and domain name parts.
role="ipaddr"The text is an IP address, probably expressed as a dotted quad.
role="ip6addr"The text is an IPv6 address.
role="netmask"The text is a network mask, which might be
expressed as a dotted quad, a hexadecimal string, or
as a / followed by a number.
role="mac"The text is an Ethernet MAC address, expressed as a series of 2 digit hexadecimal numbers separated by colons.
hostid and RolesUse:
Appearance:
The local machine can always be referred to by the
name localhost, which will have the IP
address 127.0.0.1.
The FreeBSD.org
domain contains a number of different hosts, including
freefall.FreeBSD.org and
bento.FreeBSD.org.
When adding an IP alias to an interface (using
ifconfig) always
use a netmask of
255.255.255.255
(which can also be expressed as 0xffffffff).
The MAC address uniquely identifies every network card
in existence. A typical MAC address looks like 08:00:20:87:ef:d0.
These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD.
When you need to refer to a specific username, such as
root or bin, use
username.
usernameUse:
Appearance:
To carry out most system administration functions you
will need to be root.
These elements are part of the FreeBSD extension to DocBook, and do not exist in the original DocBook DTD.
Two elements exist to describe parts of
Makefiles,
maketarget and
makevar.
maketarget identifies a build target
exported by a Makefile that can be
given as a parameter to make.
makevar identifies a variable that can be
set (in the environment, on the make
command line, or within the Makefile)
to influence the process.
maketarget and
makevarUse:
Appearance:
Two common targets in a Makefile
are all and
clean.
Typically, invoking all will
rebuild the application, and invoking
clean will remove the temporary
files (.o for example) created by the
build process.
clean may be controlled by a
number of variables, including CLOBBER
and RECURSE.
You will often need to include “literal” text in the documentation. This is text that is excerpted from another file, or which should be copied from the documentation into another file verbatim.
Some of the time, programlisting will
be sufficient to denote this text.
programlisting is not always appropriate,
particularly when you want to include a portion of a file
“in-line” with the rest of the
paragraph.
On these occasions, use
literal.
literalUse:
Appearance:
The maxusers 10 line in the kernel
configuration file determines the size of many system
tables, and is a rough guide to how many simultaneous
logins the system will support.
There will often be times when you want to show the user what to do, or refer to a file, or command line, or similar, where the user cannot simply copy the examples that you provide, but must instead include some information themselves.
replaceable is designed for this
eventuality. Use it inside other
elements to indicate parts of that element's content that
the user must replace.
replaceableUse:
Appearance:
% man commandreplaceable can be used in many
different elements, including literal.
This example also shows that
replaceable should only be wrapped
around the content that the user is
meant to provide. The other content should be left
alone.
Use:
Appearance:
The
maxusers
line in the kernel configuration file determines the size
of many system tables, and is a rough guide to how many
simultaneous logins the system will support.n
For a desktop workstation, 32 is a
good value for n.
Image support in the documentation is currently extremely experimental. The mechanisms described here are unlikely to change, but that is not guaranteed.
You will also need to install the
graphics/ImageMagick
port, which is used to convert between the different image
formats. This is a big port, and most of it is not
required. However, while we are working on the
Makefiles and other infrastructure it
makes things easier. This port is not
in the textproc/docproj
meta port, you must install it by hand.
The best example of what follows in practice is the
doc/en_US.ISO8859-1/articles/vm-design/
document. If you are unsure of the description that
follows, take a look at the files in that directory to see
how everything hangs together. Experiment with creating
different formatted versions of the document to see how the
image markup appears in the formatted output.
We currently support two formats for images. The format you should use will depend on the nature of your image.
For images that are primarily vector based, such as
network diagrams, time lines, and similar, use Encapsulated
Postscript, and make sure that your images have the
.eps extension.
For bitmaps, such as screen captures, use the Portable
Network Graphic format, and make sure that your images have
the .png extension.
These are the only formats in which images should be committed to the Subversion repository.
Use the right format for the right image. It is to be
expected that your documentation will have a mix of EPS and
PNG images. The Makefiles ensure that
the correct format image is chosen depending on the output
format that you use for your documentation. Do
not commit the same image to the repository in two different
formats.
It is anticipated that the Documentation Project will switch to using the Scalable Vector Graphic (SVG) format for vector images. However, the current state of SVG capable editing tools makes this impractical.
The markup for an image is relatively simple. First,
markup a mediaobject. The
mediaobject can contain other, more
specific objects. We are concerned with two, the
imageobject and the
textobject.
You should include one imageobject,
and two textobject elements. The
imageobject will point to the name of the
image file that will be used (without the extension). The
textobject elements contain information
that will be presented to the user as well as, or instead
of, the image.
There are two circumstances where this can happen.
When the reader is viewing the documentation in HTML. In this case, each image will need to have associated alternate text to show the user, typically whilst the image is loading, or if they hover the mouse pointer over the image.
When the reader is viewing the documentation in plain text. In this case, each image should have an ASCII art equivalent to show the user.
An example will probably make things easier to
understand. Suppose you have an image, called
fig1.png, that you want to include in the
document. This image is of a rectangle with an A inside it.
The markup for this would be as follows.
</imageobject>
<textobject>
<literallayout class="monospaced">+---------------+
| A |
+---------------+</literallayout>
</textobject>
<textobject>
<phrase>A picture</phrase>
</textobject>
</mediaobject>Include an | |
The first Notice how the first and last lines of the content
of the | |
The second |
Your images must be listed in the
Makefile in the
IMAGES variable. This variable should
contain the name of all your source
images. For example, if you have created three figures,
fig1.eps,
fig2.png,
fig3.png, then your
Makefile should have lines like this in
it.
or
Again, the Makefile will work out
the complete list of images it needs to build your source
document, you only need to list the image files
you provided.
You must be careful when you separate your documentation into smaller files (see Section 3.7.1, “Using General Entities to Include Files”) in different directories.
Suppose you have a book with three chapters, and the
chapters are stored in their own directories, called
chapter1/chapter.xml,
chapter2/chapter.xml, and
chapter3/chapter.xml. If each chapter
has images associated with it, it is suggested to place
those images in each chapter's subdirectory
(chapter1/,
chapter2/, and
chapter3/).
However, if you do this you must include the directory
names in the IMAGES variable in the
Makefile, and you
must include the directory name in the
imagedata element in your
document.
For example, if you have
chapter1/fig1.png, then
chapter1/chapter.xml should
contain:
The Makefile must contain:
Then everything should just work.
Links are also in-line elements.
Linking within the same document requires you to specify where you are linking from (i.e., the text the user will click, or otherwise indicate, as the source of the link) and where you are linking to (the link's destination).
Each element within DocBook has an attribute called
id. You can place text in this attribute
to uniquely name the element it is attached to.
This value will be used when you specify the link source.
Normally, you will only be linking to chapters or
sections, so you would add the id
attribute to these elements.
id on Chapters and
SectionsObviously, you should use more descriptive values. The
values must be unique within the document (i.e., not just
the file, but the document the file might be included in as
well). Notice how the id for the
subsection is constructed by appending text to the
id of the chapter. This helps to ensure
that they are unique.
If you want to allow the user to jump into a specific
portion of the document (possibly in the middle of a
paragraph or an example), use anchor.
This element has no content, but takes an
id attribute.
anchorWhen you want to provide the user with a link they can
activate (probably by clicking) to go to a section of the
document that has an id attribute, you
can use either xref or
link.
Both of these elements have a linkend
attribute. The value of this attribute should be the value
that you have used in a id attribute (it
does not matter if that value has not yet occurred in your
document; this will work for forward links as well as
backward links).
If you use xref then you have no
control over the text of the link. It will be generated for
you.
xrefAssume that this fragment appears somewhere in a
document that includes the id
example:
The text of the link will be generated automatically, and will look like (emphasized text indicates the text that will be the link):
More information can be found in Chapter One.
More specific information can be found in the section called Sub-Sect 1.
Notice how the text from the link is derived from the section title or the chapter number.
This means that you cannot use
xref to link to an
id attribute on an
anchor element. The
anchor has no content, so the
xref cannot generate the text for the
link.
If you want to control the text of the link then use
link. This element wraps content, and
the content will be used for the link.
linkAssume that this fragment appears somewhere in a
document that includes the id
example.
This will generate the following (emphasized text indicates the text that will be the link):
More information can be found in the first chapter.
More specific information can be found in this section.
That last one is a bad example. Never use words like “this” or “here” as the source for the link. The reader will need to hunt around the surrounding context to see where the link is actually taking them.
You can use
link to include a link to an
id on an anchor
element, since the link content defines
the text that will be used for the link.
Linking to external documents is much simpler, as long
as you know the URL of the document you want to link to.
Use ulink. The url
attribute is the URL of the page that the link points to,
and the content of the element is the text that will be
displayed for the user to activate.
ulinkUse:
Appearance:
Of course, you could stop reading this document and go to the FreeBSD home page instead.
[2] A short history can be found under http://www.oasis-open.org/docbook/intro.shtml#d0e41.
[3] There are other types of list element in DocBook, but we are not concerned with those at the moment.
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contacting <questions@FreeBSD.org>.
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