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A Whirlwind Tour of RHEOS Documentation

This document is a short overview of how the RHEOS documentation system works.

A high level overview of the documentation is as follows. The documentation source files are mixture of pure markdown files (for regular documentation pages) and Julia files (that will be usable as both regular documentation and also Jupyter notebooks). The documentation structure is specified in the file make.jl using a dictionary data structure. The documentation can then be built locally by the user, and is built automatically on git push by the the GitHub action defined in RHEOS/.github/.workflows/Docbuild.yml.

Local Documentation

User Modified Files

Almost all the documentation related files are in the RHEOS/docs directory. The file within this directory that determines the documentation build and deployment process is in this directory and is called make.jl. It contains all the various documentation build parameters as well as the page structure of the documentation - discussed further below. There are two conceptual parts of make.jl: the first makes use of Literate.jl to build all the Jupyter notebooks and markdown files from the Julia source documentation files and put them in RHEOS/docs/staging-docs; the second uses Documenter.jl to convert the markdown files into HTML, and then deploys these if building remotely, if building locally deployment is skipped.

The rest of the files that are user-modified live in the RHEOS/docs/src folder. This is where there all of the markdown files are placed. It also contains another subfolder RHEOS/docs/src/assets where non-markdown files live such as the RHEOS logo, plots and other images that might need to be displayed in the documentation.

The one exception to the above is the source file for the 'home' page of the documentation. To keep everything synchronised, the README.md file is copied by make.jl into RHEOS/docs/staging-docs/index.md, with the RHEOS logo stripped away as it is already shown in the sidebar.

The Doc Environment, Separate from the Package Environment

So packages that are only used in documentation do not have to be included in RHEOS' dependencies, we follow current best practice which is to have a separate environment (Project.toml) defined in RHEOS/docs. To this Project.toml we have added all the packages needed for the documentation: Documenter.jl, Literate.jl, PyPlot.jl, PyCall.jl. Of course, as we use RHEOS in the documentation, we also have to add this, but we add it using Pkg.develop(path = "..") so that it remains in sync with the version of RHEOS we are documenting. To build the documentation locally you should activate this environment so that it is tested in the same way it will be built remotely. Therefore, if you are in the RHEOS/ directory, the correct command for building the documentation is julia --project=docs/ docs/make.jl.

Documenter.jl Generated Files

Running make.jl using the command above will build the HTML documentation in RHEOS/docs/build. To view the documentation after it is built, go into the build directory and open up index.html in your browser. You should see the documentation in the same format as it exists on-line. When you click on a link in this page, it won't take you directly to that page, it takes you a directory structure page with only index.html present. You will need to click on index.html again. This is expected behaviour when inspecting locally. As long as clicking that index.html takes you to the link you were originally expecting to get to, everything is fine.

A last important point on the RHEOS/docs/build directory. It is listed in the .gitignore file which means it is not tracked by git. This is how it should be. The documentation seen online is built remotely and pushed to the gh-pages branch of the RHEOS repository. Therefore, there is no need for the local build folder to be tracked by git.

Modifying the Documentation

The documentation of Documenter.jl and Literate.jl are the best resources for understanding how to modify the Julia and markdown files to meet your requirements. Both packages' docs are well written. However, a few specific aspects are dicussed below for convenience.

The documentation pages in RHEOS/docs/src that do not need to be interactive are written in markdown. Two nice features which are specific to the Documenter.jl parser, and used in the RHEOS documentation, are shown below.

For the RHEOS functions which have help docstrings above them, these can be conveniently imported into the documentation in an aesthetically pleasing way. This is achieved by the @docs macro. More specifically, see this excerpt from the API.md file:

```@docs
resample
cutting
smooth
extract
```

The resultant HTML file produced, assuming each of the resample, cutting, smooth and extract functions have docstrings, will be each function's argument signature, followed by its docstring.

Functions documented using the above mentioned @docs macro will automatically have a reference assigned to them, as will sections (and sub-headings if desired). This means that easily be linked to through use of the @ref macro. For example, from the index.md markdown file:

The [API](@ref) section is a comprehensive list of RHEOS types and 
functions, and brief descriptions of their use.

The word API would then be built as an HTML link to the API section of the docs in the resultant html. For more info on the @ref macro, including how to handle reference conflicts and other more complex cases, see the Documenter.jl documentation.

Remote Documentation

As mentioned above, the actual on-line documentation is built remotely. This section is brief overview of how that process works.

The best thing to do to understand this process is to try and familiarise yourself with the GitHub action file found in RHEOS/.github/.workflows/Docbuild.yml. When a commit or tag is pushed, or a pull request is merged, GitHub triggers the action defined in DocBuild.yml. The key part of this action is to run make.jl and deploy the documentation to the gh-pages branch of the repository.

In order to copy the documentation auto-generated on the relevant branch of the repository, keys need to be set on GitHub.

  • Use the DocumenterTools.genkeys() function (part of the DocumenterTools.jl package) to generate a public key and the corresponding Base64-encoded private key.
  • Create a new GitHub Secret on this repository where the name is DOCUMENTER_KEY and the contents are the Base64-encoded private key.
  • Add the public key as a deploy key on this repository. Make sure that the deploy key has write access.