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Document Properties Marker
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Short DescriptionA short overview over tools in the projectdoc Toolbox that support authors and information architects to rename elements of their technical documentation.
NameName Refactorings
Short Name
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Name List
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Name List
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Tag List
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Section
titleNamed Elements

The projectdoc Toolbox uses names to identify elements of the technical communication domain. Some names are referring to a unique element, other names refer to a collection of elements. Looking at names in this domains reveals two contexts of using names:

  1. Context where a name is defined
  2. Context where a name is referenced
Section
titleDefinition of a Name

A name is defined by naming an element of the technical communication. Creating a projectdoc document requires the author to provide a name for that document. Once created other authors can refer to the document by this name. The same is true when adding a property to a document. The property requires a name, and optionally a value. Once added authors may reference the property within a given document by that property name.

Here is a list of elements that can be named within the domain of the projectdoc Toolbox.

ElementDesignator of NameDescription
Unique Document

Static Document Link
documentDocument Title (Data Type)

In Confluence this is the title of a page which is also the title of a projectdoc document. The title of a document is unique within a single space.
Document

Static Document Link
documentDocument Name (Data Type)

The name of a document is often identical to the title of the document. But they may be different in case two documents within a space require to have the same name. For instance there could be a resource document for a website with the title "Domain Driven Design" and there may be an entry in a glossary in the same space that has also the name "Domain Driven Design".
Property

Static Document Link
documentProperty Name
 

Each document has a set of properties. Some properties are first class citizens in the domain, other properties are metadata. Some properties are derived from the context and are called artificial properties.

Each property has a name and an optional value. It may also have metadata in form of property controls.

Property Control

Static Document Link
documentProperty Control Name

A property control is metadata for a property. It controls how a property is perceived. A property control has a name and an optional value.
SectionSection TitleThe title of a section identifies a section within a document. The title of a section is not required to be unique. Multiple sections within a single document may share the same title.
Unique Content

Static Document Link
documentContent Identifier

A unique content, which may be a section or a smaller block of content within  a document may be identified uniquely within a document.

Technical the content has an HTML identifier. An identifier of an HTML element is required to be unique. Therefore sections with such an identifier that share the same title show a suffix in their identifiers, such as Description.1 and Description.2.

Content

Static Document Link
documentContent Tag

Content may be tagged by names shared by many contents on the same document. The content tag is defined within macros and may be referenced by other macros.

A typical use case is transclusion. Authors tag a couple of sections with a content tag and refer to that tag by the transclusion macro. The transclusion will render all content tagged with the specified content tags.

MacroMacro Identifier

Macros are identified by their name. All macro instances share that name.

For instance, the name of the 

Static Document Link
documentContent Marker Macro
 is 
Display Property
documentContent Marker Macro
property-nameID
.

Macro Parameter

Static Document Link
documentMacro Parameter Name

Macros are configured by parameters. A parameter has a mandatory name and a value. The name of the parameter is defined by the author of the macro.
Macro InstanceMacro Instance Identifier

A macro instance is a macro on a document. There may be macro instances of the same macro on a single page. For instance a document typically has multiple sections. Each section is rendered by a 

Static Document Link
documentSection Macro
. Hence there are multiple macros by the name 
Display Property
documentSection Macro
property-nameID
, but each section macro with its own identity.

CSS Class

Static Document Link
documentCSS Class

A CSS class is a name that references a set of styles that are applied to an element on a document. The CSS class is defined in a stylesheet.

The name of the set of styles can be referenced by a selector. Some macros allow to add names of CSS classes to apply a set of styles.



Section
titleReferencing a Name

By referencing a named element something needs to be applied to that element or information is fetched from that element.

Most of the defined names can be referenced by macro parameters. Some names, like CSS classes are simply matched by CSS selectors to apply styles. Other names cannot, at least currently, be referenced like property controls or macro names. These names are used internally to control the way processes are executed.

Here are some examples.

  1. The 
    Static Document Link
    documentDisplay Document Property Macro
     allows to reference a property by its name within a document referenced by its title. The 
    Static Document Link
    documentName List Macro
     allows to reference a document by its name.
  2. Sections can be referenced by the 
    Static Document Link
    documentTransclusion Macro
     or 
    Static Document Link
    documentTransclude Documents Macro
     by its section title, unique content identifier, or content classes.
  3. Macro instances and macro parameters are referenced by macros supporting
    Static Document Link
    document#Remote Control
    .


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Section
titleWorking with Names

When a name references an element, such as a document, there is a link between the location where the name is mentioned and the document with that name.

When the referencing name is altered, it may be of two reasons.

  1. The location refers to the wrong element. The name is changed to a name that refers to the right element and the issue is resolved. The names of the elements need not to be changed.
  2. The name of the element is wrong. Now it may be that the referencing location refer to the correct element, in which case the reference name needs to be adjusted accordingly. Or the reference has the correct name, but the element with that name does not exist.

The projectdoc Toolbox provides two concepts to deal with the use cases of reason number 2.

Section
titleStatic Links

The Display Document Property Macro and its cousins are static links. They point to an element and in case the referenced elements is renamed, the reference is also altered.

For instance a minutes document refers to a participant named Janc Doe. If someone identifies Janc as a misspelling of Jane, the reference in the minutes document still holds.

Another example is the renaming of the concept of an Architecture Aspect to a Crosscutting Concern. The references are correct, but the name with which the element is referenced need to be changed.

Static links may have a different label. If a Confluence link refers to a Confluence page, the label of the link and the title of the page match. The label may be different, for instance the label team members may reference a page with title Team Member. When the title is changed, the label will not, although the link still refers to the same page.


Section
titleDynamic Links

The Name List Macro and its cousins are dynamic links. They define a property value and it is assumed that this value is correct. If there is an element that is identified by that name, a link is rendered. So the main aspect here is that a property name is associated with a value. The link is optional.

Think of a dynamic link as the name of a variable in program code. If a software developer changes the name in one location, only the name at the given location is changed. If the developer wants to change the name of the variable in every location it is mentioned, then the refactoring tool "Rename a variable" is required.

An example for the use of dynamic links is a risk severity of high, medium, and low. The property value for a document may be set to any one of these values. If the documentation architect decides that each of these values requires to be documented and all values should link to the document that defines its semantics, then these documents may be added at any time. Later these documents may be removed. The values for the property in each document are not altered by any of these actions.

The power of dynamic links is that elements can be virtually referenced. A reference can be added, e.g. by a 

Static Document Link
documentPDAC:Template Author
, without the need of the referenced document instance to actually exist. This is especially powerful if these values are defined in a central repository.

Another form of dynamic link is provided by the 

Static Document Link
documentDynamic Document Link Macro
. Here the title of a page is used to reference a document dependent on the space closure. See 
Static Document Link
documentprojectdoc Dynamic Link Titles
 for details.


Section
titleArtificial Properties related to Naming

Since version 4.7 of the projectdoc Toolbox naming information is stored in form of artificial properties, named

Static Document Link
documentprojectdoc Metadata Property
.

This information is especially useful for refactoring tasks. To rename an element typically requires to locate all location where this name is currently used. Then the author can decide, which name references must also be altered.

Here is a list of document properties that can be used to query for documents that define a given name.

Display Table
doctypedocument-property
selectName, Short Description, Since|
where$<Type>=[projectdoc Metadata Property Definition]

Here is a list of document properties that can be used to query for documents that use a given name by reference.

Display Table
doctypedocument-property
selectName, Data Type|, Short Description, Since|
where$<Type>=[projectdoc Metadata Property Reference]


Section
titleRefactorings

Currently there are not many refactorings that are conducted automatically. A Confluence link, once the title of the referenced document is changed, will be automatically updated.

In all other cases, changing the name of a property, the name of a macro parameter, or the identifier or tag of a text content currently users need to find and update all referencing locations manually.

Here are some examples:

Section
titleChanging a Property Name

In case the name of a property in the 

Static Document Link
documentDocument Properties Marker Macro
 is changed, users need to find all documents that refer to that name. The name may be uses in a 
Static Document Link
documentDisplay Document Property Macro
, in the Select, Where, or Sort By parameter of a 
Static Document Link
documentDisplay Table Macro
 and many other locations.

The artificial property 

Static Document Link
documentprojectdoc Property Name References
 lists many of the locations that use a specific property.

Caution Box

There may be locations that are not reflected by the artificial properties. For instance the use of property names in user macros or in REST clients.

To query for documents using a given property name use the following constraint.

Code Block
languagetext
$<projectdoc Property Name References>=[My old Property Name]

Users need to open the documents in the result list of the query and adjust the property name accordingly.


Section
titleChanging a matching Value

In this example the Where parameter of a

Static Document Link
documentDisplay Table Macro
 matches a property with a specified value.

Code Block
languagetext
titleWhere Constraint
$<Flags>=[Our old Value]

The artificial property 

Static Document Link
documentprojectdoc Property Control Value References
 lists the locations that use a specific value.

To query for documents using a given value use the following constraint.

Code Block
$<projectdoc Property Value References>=[Our old Value]

Users need to open the documents in the result list of the query and adjust the property name accordingly.


Section
titleChanging a Content Tag

In case a tag of a 

Static Document Link
documentContent Marker Macro
 is altered, users need to find all documents from which this content is referred to. The 
Static Document Link
documentprojectdoc Tags in Document Part References
 of each document with such a reference contains this tag.

Code Block
languagetext
$<projectdoc Tags in Document Part References>=[my-old-tag]

Users need to open the documents in the result list of the query and adjust the tag name accordingly.


Section
titleChanging a CSS Class

Users may have a new CSS class to render some tables that are currently rendered with a generic class. Some of the tables that use this class should use the new class.

To find the location where the generic table CSS class is used, use the following in your query.

Code Block
languagetext
$<projectdoc CSS Class References>=[our-generic-table]

Users need to open the documents in the result list of the query and adjust the CSS class name accordingly.



Section
titleTips working with Names

Here are a couple of tips for users of the projectdoc Toolbox when working with names.

Section
titleRefer to Self by Placeholder

In case authors want to list documents that refer to the current document by some property should use the placeholder ${Name}.

For instance there is a Risk Severity doctype that needs to list all 

Static Document Link
documentChange
 documents with a property named Severity with that value. The value of the Where parameter of the 
Static Document Link
documentDisplay Table Macro
 would read:

Code Block
languagetext
$<Doctype>=[change] AND $<Risk>=[${Name}]

Some notes:

  1. For convenience the doctype constraint is typically specified by the Doctype parameter.
  2. In case the property named Risk is changed to Risk Severity or the name of the doctype change is altered to change-request, then the 
    Static Document Link
    documentPDAC:Documentation Architect
     needs to find all locations where the old names are used.
  3. More information on defining queries is found in 
    Static Document Link
    documentSearch Tips
    .


Section
titleUse Name References in Queries

A Lucene search allows to specify the name of a property to match a given value.

Code Block
languagetext
titlePlain query with Lucene
Risk=high

To allow projectdoc to identify the left hand side of a constraint as a property name, it should be used like this:

Code Block
languagetext
titleExact match query
$<Risk>=[high]


Code Block
languagetext
titleExact match list query
$<Risk>~(high, medium)

Only property names that are identified by $<...> or $[...] are recognized as property names. And only then are the values added to the artificial property named 

Static Document Link
documentprojectdoc Property Names
 and can be found with queries.


Section
titleReference Document Name by Transclusion

Transclusion macros allow to render the name of the document from which content is transcluded by the parameter Name as Heading.

Where the 

Static Document Link
documentTransclude Documents Macro
 has no alternative approach, the 
Static Document Link
documentTransclusion Macro
 may be wrapped inside a 
Static Document Link
documentSection Macro
 and add a title manually. By using the Name as Heading parameter the rendered title will always be in sync with the document name.


Section
titlePublishing Spaces

When working with multiple spaces publishing may be tricky if the publishing tool does not support publishing multiple spaces at once.

The projectdoc Toolbox allows to define delegate spaces for each space. The publishing spaces may define a coherent version of the spaces, while the publishing spaces define another delegate space. The names of the documents in the published and in the working space are the same. Only the space keys are different. In case a document with a dynamic link is copied, the link will automatically find the correct document identified by the name by looking up the space in which the document is stored. This approach requires that the names (in case of the

Static Document Link
documentName List Macro
 which works on names) or title (in case of the 
Static Document Link
documentDynamic Document Link Macro
 which works on titles) of the documents are unique.



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