pdc - pandoc wrapper

The pdc wrapper around pandoc makes it possible to convert a pandoc document to multiple output formats in one go and to control almost any conversion setting from the YAML meta block at the top of the file. Defaults are kept in a central configuration file so as to reduce or eliminate the need for specialized settings in each document.

Installation

• Place pdc.pl in your $PATH and make sure it is executable. Alternatively, create a symlink to it under your preferred name (e.g. pdc).
• Create the directory ~/.config/pdc/ and copy defaults.yaml there.
• Edit your copy of defaults.yaml to suit your needs.

Command line options

The following options can be specified before the list of files to be processed, i.e. pdc [OPTIONS] FILES.

• -c YAML_FILE or --config=YAML_FILE: Specify main config file. The default is ~/.config/pdc/defaults.yaml. This file must exist. A file name without a leading directory path will be looked for first in the working directory and then in ~/.config/pdc/. If the file has no extension, .yaml is taken as implicit. Thus, -c mysettings normally means -c ~/.config/pdc/mysettings.yaml.

• -t FORMAT or --to=FORMAT or --formats=FORMAT: Output format override. May be repeated, e.g. --to pdf --to html, or specified as a single comma-separated string, e.g -t pdf,html.

• -i YAML_FILE or --include-yaml=YAML_FILE: Read extra config file and merge with settings in document. Corresponds to include key in pdc section of document meta. Will be looked for in ~/.config/pdc/ unless found via the working directory.

• -d DIRNAME or --output-dir=DIRNAME: Output files to this directory; overrides the output-dir setting from the configuration file. If set to the special value auto (the default), the output directory will have the same name as the (first) input file (or as the filename specified with the -n switch), except that the extension is replaced with .pdc. The default output directory for files generated from myfile.md is thus myfile.pdc/. If set to a false value or the empty string, the output directory will be the current working directory.

• -n TARGETNAME or --target-name=TARGETNAME: Name (without directory or extension) of output files. The default is the same basename as the first input file. This is mostly useful when there are multiple source files, e.g. pdc -n book ch1.md ch2.md ch3.md. Note that if output-dir is auto, this also affects the name of the output directory; in the above example, the export files would therefore be placed in the directory book.pdc.

• -h or --help: Shows a summary of the options.

Requirements

Obviously, both perl and pandoc need to be installed and in your $PATH. The normal requirements for pandoc's software environment also apply. For instance, some options require external programs to be installed, such as LaTeX, groff or typst.

The script requires the YAML Perl module to be installed. It assumes a Unix-like environment, such as Linux or OS X, and will not work well on Windows without modification.

Some configuration options require the presence of specific programs in your $PATH. These mainly relate to PDF production and will be described further below (in the section Generating PDF).

Usage

In order to process a Markdown document (e.g. myfile.md) with pdc, simply run pdc myfile.md. Assuming that you have not changed the default settings and not overriden the default behaviour through command line arguments (for which see below), a subdirectory called myfile.pdc will be created in the same directory as myfile.md, and output files for three formats (pdf, latex and html) will be placed there.

Like with pandoc, you can also specify multiple source files which together will be turned into a single target document for each of the configured formats. However, unlike pandoc, pdc does not read markdown source from STDIN, so do not attempt to pipe data to it.

In order to select formats and otherwise customize the conversion process, add a pdc section to your document meta block, like in this example:

---
title: The Communist Manifesto
author:
    - Karl Marx
    - Friedrich Engels
date: 1848-02-21
lang: en-GB
bibliography: /home/km/bib/manifesto.bib
csl: chicago-author-date.csl
pdc:
    formats: ['pdf', 'docx', 'epub']
    format-latex:
        template: manifesto.latex
    format-epub:
        epub-cover-image: '/home/km/img/spectre_big.jpg'
...

Note that format-latex affects the PDF format, since the latter (in this case) is simply a LaTeX document compiled to PDF. (There are other options for PDF generation, for which see below.)

Now, let's suppose that Karl and Friedrich collaborate on this document through a shared Github repository, but it is tedious for Friedrich to be constantly changing the pdc section of the file in his working directory to point to the correct cover image. Also, he would like to add a version of the manifesto to his blog (where he uses a different citation style) and is not really interested in the PDF or Word formats.

The solution in such a case is to change the pdc section so as to use the include option:

---
title: The Communist Manifesto
author:
    - Karl Marx
    - Friedrich Engels
date: 1848-02-21
lang: en-GB
bibliography: manifesto.bib
csl: chicago-author-date.csl
pdc:
    include: manifesto.yaml
...

Karl's version of manifesto.yaml (most conveniently placed into ~/.config/pdc/) will then be:

formats: ['pdf', 'docx', 'epub']
format-latex:
    template: manifesto.latex
format-epub:
    epub-cover-image: '/home/km/img/spectre_big.jpg'

as we saw above, while Friedrich's version of this file perhaps might look like this:

formats: ['html', 'epub']
format-html5:
    template: engels_blog.html
    csl: 'turabian-fullnote-bibliography.csl'
format-epub:
    epub-cover-image: '/Users/engels/Pictures/spectre_big.jpg'

Take a look at defaults.yaml for further information on the supported conversion settings. Most settings map directly on to pandoc command line options, while the rest is explained using comments.

Preprocessing source files

It is possible to tell pdc to run the markdown files through a preprocessor before converting them. In order to do this, you set the key preprocess-command in your settings, either at the top level or for a specific format. Generally speaking, you would wish to turn this on globally for all output formats, since it relates to the markdown source itself. However, preprocess-args might often be different for different outputs, since you would commonly wish to include or exclude specific sections of your document based on the output format.

The command specified in preprocess-command must read from standard input and write to standard output.

If one uses m4, the preprocessing settings might look like this:

preprocess-command: 'm4 -P ~/.config/pdc/macros.m4 -'
preprocess-args: '-DFALLBACK'
format-html:
    preprocess-args: '-DHTML'
format-latex:
    preprocess-args: '-DTEX'

The corresponding configuration for gpp would actually be identical except for the preprocessing command itself.

preprocess-command: 'gpp -H -I~/.config/pdc/macros.gpp'
preprocess-args: '-DFALLBACK'
format-html:
    preprocess-args: '-DHTML'
format-latex:
    preprocess-args: '-DTEX'

An interesting blog entry describing the advantages of using gpp with pandoc can be found here.

In many cases, preprocessing represents an efficient and highly configurable alternative to using pandoc filters.

Post-processing output files

postprocess

Sometimes you need to do something with an output file after pandoc is done with it, e.g. run it through a fix-up filter of some kind or placing it onto your web site. By adding a postprocess section to the configuration for the appropriate format, pdc will run these commands for you automatically each time it is invoked. It is possible to run several preprocess commands for the same output format. Each preprocess command receives the name of the output file as its only argument.

The following example from a document meta block shows an instance where the latex output from pandoc had some small imperfections that needed to be smoothed out before actually generating the pdf. The pdf generation is therefore relegated to a post-processing step, rather than being explicitly listed in formats. In this way, one can almost always avoid having to write a makefile or shell script (not to speak of running the entire repetitive sequence of commands by hand).

pdc:
    formats: ['latex', 'html']
    format-html:
        template: 'website.longread.html'
        postprocess: ['send_to_site.py --target-dir=essays/']
    format-latex:
        include-before-body: titlepage.tex
        toc: true
        template: 'fancy.latex'
        postprocess:
            - 'perl fixups.pl'
            - 'latexmk -cd -silent -xelatex'
            - 'latexmk -cd -silent -c'
            - 'send_to_web.py --look-for=pdf --dest=files/pdfs/essays/'

Generating PDF

There are three ways of generating PDF files using pdc:

1. Adding pdf to formats with optional tweaks under format-pdf. This normally uses Pandoc's native PDF production methods, which differ somewhat between versions. The main configuration options here are pdf-engine and pdf-engine-opt. For further information on these, see the documentation for your Pandoc version. The pdf-engine configured in the default defaults.yaml file is xelatex. The only wrinkle here is that if biblatex or natbib are set to a true value and you use a LaTeX-based pdf-engine (i.e. one of pdflatex, lualatex, xelatex, tectonic or latexmk), then latexmk is run by pdc rather than Pandoc and needs to be in your $PATH.

2. Setting generate-pdf to a true value for one or more of the following formats: latex, beamer, context, html, html5, html4, ms, typst, odt, docx, or rtf. The latex and beamer formats require latexmk to be in $PATH for the conversion to work; context requires context; the html formats require wkhtmltopdf; ms requires pdfroff; typst requires a typst executable; and odt, docx and rtf require libreoffice. If you produce more than one PDF file for the same input file, unique filenames may be guaranteed by setting pdf-extension.

3. Take care of the PDF generation manually in the postprocess section, as in the example above. This is obviously the most flexible option, but also involves the most work.

Note that pdc's wkhtmltopdf conversion for the HTML formats is currently rather basic. In particular, it does not respect custom margin settings and may yield suboptimal results for embedded math. Setting pdf-engine to wkhtmltopdf and specifying pdf as an output format will often be preferable to using the generate-pdf option in this case.

An example of generate-pdf usage, where both slides and an article are generated from the same Markdown document, with some assistance from the m4 preprocessor:

pdc:
    formats: ['latex', 'beamer']
    preprocess-command: 'm4 -P'
    m4-config: "m4_changequote(`<<', `>>')"
    format-beamer:
        preprocess-args: "-DSLIDES"
        pdf-extension: slides.pdf
        generate-pdf: true
    format-latex:
        preprocess-args: "-DARTICLE"
        generate-pdf: true

The purpose of the pdf-extension setting is to ensure that one PDF document is not overwritten by another. (The default value of this setting is of course simply pdf).

Note the m4-config option here; it is merely a small trick for changing the quote settings for m4 in a nonobtrusive way and as early in the document as possible. It does not affect pdc itself, nor has it any special meaning to Pandoc.

If both postprocess and generate-pdf are present, all the steps specified in postprocess are called before generate-pdf-triggered PDF production is attended to. One needs to be aware of this, because it means that if one wishes to do something special both before and after a PDF file is created one should turn generate-pdf off and instead do everything in postprocess. (Such was the case in the illustrative example for postprocess above).

Pandoc variables

Pandoc has the concept of variables. In short, these are attributes which may be set in the meta block or from the command line, are visible to templates and may alter pandoc's behaviour with regard to specific output formats.

When using pdc, these variables of course still work, but it is possible to set defaults for them in defaults.yaml or override them (perhaps for the purpose of differentiating between the settings for different output formats). The rules of precedence with regard to variables for the format X are as follows:

1. If a variable is specified in a variables section at the top level in defaults.yaml, it affects the output for all formats, including format X;
2. unless it is overridden in defaults.yaml in the variables subsection of format-X;
3. unless it is specified as a normal pandoc variable (i.e. outside the pdc section) in the topmost meta block of the document itself;
4. unless it is specified inside the pdc section of the document meta block, under the variables key;
5. unless it is specified inside the pdc section of the document meta block under the variable subkey of the format-X key.

As a rule, when variables are set specifically for pdc-produced output, one should place them inside format-* sections. If they apply to several formats (or only one format is being produced), they should be in the topmost level of the meta block (i.e. outside the pdc section), so as to maintain the greatest possible compatibility with other tools.

Note that there is some overlap between command line arguments and variables in pandoc. Command line arguments override variables of the same name set in the document meta block, while variables set on the command line override both. This behaviour is reflected in pdc, and may sometimes lead to unexpected results:

• There are four pre-defined pandoc variables which share a name with a command-line argument: title, toc, bibliography, csl.
• There are three further variables which have direct pandoc command-line equivalents although the names are not quite identical: header-includes (which corresponds to --include-in-header), include-before (corresponding to --include-before-body), and include-after (corresponding to --include-after-body).

Environment

Environment variables for each format may be set via the ENV key. This is useful for preprocessors and filters, as well as with regard to the handful of environment variables affecting Pandoc itself.

Aside from literal values, one special case is recognized with regard to the SOURCE_DATE_EPOCH environment variable. If you configure that like this

format-docx:
    ENV:
        SOURCE_DATE_EPOCH: source-file

then pdc will set its value to the modification time of the first source file being converted. This is useful for reproducible builds of certain output formats (such as docx), as described in the Pandoc documentation.

A note on defaults files

Some of the functionality of pdc overlaps with Pandoc defaults files, first introduced in Pandoc v2.8 (2019-11-22) and extended and improved in later versions. However, defaults files only target a single output format at a time and provide no options for pre- or postprocessing (other than standard Pandoc filters). Also, some Pandoc parameters still cannot be controlled via this route.

Usage of pdc can with advantage be combined with a well-written set of defaults files. The majority of the settings for each output format may then, for instance, be specified in defaults files while the pdc config file will reference them and additionally specify the list of output formats as well as any pre- and postprocessing.

Compatibility

pdc is primarily intended for use with Pandoc version 3.x (3.5 as of the current pdc version, v0.7.2). It can, however, also be used with older versions of Pandoc, even the 1.x series, if one avoids using newer options and formats in defaults.yaml and other configuration files.

Copyright and license

Copyright: Baldur A. Kristinsson, 2016-2024.

All source files in this package, including the documentation, are open source software under the terms of Perl's Artistic License 2.0