Technotes for Stand-Alone Technical Documentation¶

Technotes are a way for Data Management team members to write standalone documents that are native to the web, can be cited in literature, and are easy to write, publish, and update. You can write with either our reStructuredText or LaTeX templates. All technotes are developed on GitHub and published with LSST the Docs.

When to write technotes¶

Some of the possible applications for technotes are:

• Report the results of a project, such as a data processing or software development experiment.
• Announce a new technology, serving as a high-level overview complementing user documentation.
• Propose an architecture, possibly becoming the subject of a request for comment (RFC).

For further background, see SQR-000: The LSST DM Technical Note Publishing Platform.

Technotes are not always the right platform for your information. Consider these alternatives:

• Change-controlled documentation (LDM documents, for example). See LPM-19 for guidelines on what kinds of information are change-controlled.
• User documentation (https://pipelines.lsst.io, for example). Descriptions of how to use software, services, or data should be written as user documentation. Technotes complement user documentation by being point-in-time discussions of software, like a technical blog post.

Create a reStructuredText technote¶

ReStructuredText-formatted technotes are built with Sphinx into websites.

1. Follow the instructions at lsst-technote-bootstrap to manually create a technote repository.

2. Create a GitHub repository in the appropriate organization with the technote’s handle as the name. The organizations are:

lsst-dm

DMTN series.

lsst-sqre

SQR series.

lsst-sims

SMTN series.

3. Message the #dm-docs Slack channel so that the Travis integration for your technote can be activated.

Note

Previously you could use a Slack command, @sqrbot project create, to create a reStructuredText technote. Due to reliability issues with that service, we recommend that you use this manual process for now.

Create a LaTeX technote¶

Technotes can be written as LaTeX documents that are published to the web as PDFs inside landing pages.

Follow the lsst-texmf documentation to create a new LaTeX-formatted technote.

Using bibliographies in reStructuredText technotes¶

The lsst-texmf project includes shared BibTeX bibliographic databases. You can also use these bibliographies from reStructuredText technotes.

First, add or uncomment the bibliography directive at the bottom of your technote’s index.rst file:

.. bibliography:: local.bib lsstbib/books.bib lsstbib/lsst.bib lsstbib/lsst-dm.bib lsstbib/refs.bib lsstbib/refs_ads.bib
:encoding: latex+latin
:style: lsst_aa


Note

Only include the local.bib file if your technote’s repository has one. Use local.bib to temporarily store bib items before you permanently transfer them to the lsst-texmf project.

The bibliographies in the lsstbib directory are copies from the https://github.com/lsst/lsst-texmf repository. Refresh the copies maintained in your technote’s repository by running this command:

make refresh-bib


To make citations in the technote’s text, use the cite role. For example:

:cite:2007PASP..119.1462B


In-text citations are numbered, not author-year style.

ReStructuredText-format technotes use a metadata.yaml in their repositories to describe attributes like the document’s title, author list, and abstract. To change the technote’s title or author list, for example, commit a change to the metadata.yaml file. See the comments in metadata.yaml for a description of these fields.