HelpForBook

Organisation of the Explanatory Supplement

The explanatory supplement is organised in terms of what MediaWiki calls Categories. Using categories provides an automatic mechanism for Index and Table of Contents generation that would otherwise be time consuming and error prone. On top of that, there are a number of extensions based on the category concept, providing a useful set of features for the development, maintenance and use of this Wiki.

Each of the entries in the table of contents in the Main Page is a category. Categories are pages (and for the ES one expects them to be reasonably self contained for the subject they cover) and can independently be added to a Collection. A typical example can be found in the Mission Products Section: a user interested in frequency maps may or may not be interested in timelines as well but will certainly be interested in understanding the formats the maps are stored, the naming conventions, the size of the maps and will most likely also look for the details of the map making process possibly in the form of papers explaining algorithms. It will therefore make sense for the frequency maps page to contain sections on format, naming conventions, size and references to the map making process. On the other hand, the description of the timelines will most naturally appear under a different page. In order not to end up with a huge number of separate pages, instead of creating a page for frequency maps only we grouped all the map products under a single maps page which is also a category. After all, it is not entirely unexpected that a user interested in frequency maps may also be interested in other types of maps.

Guidelines for development

In order to keep the development of the wiki under control we would like to ask all contributors to follow a set of very simple guidelines.

• Each topic on the table of contents is assigned to particular contributors (look here for the current list). This does not mean the others can not make minor changes or corrections but in general it would be advisable that contributors not assigned to a specific topic refrain from making major corrections on that topic's pages;
• A very concise help with some recipes for common editing actions can be found below. For a more detailed User Guide please refer to the MediaWiki User's Guide;
• Concerning pages mostly contributed to by other contributors try to keep in mind the following:
  • Fixing typos or performing minor corrections is encouraged. If you find one of those please go ahead and fix it;
  • If what you have in mind is a major rewriting or you would like to propose extensive changes we ask you not to do so before discussing it with all those concerned. For each page there is a discussions page associated which can be accessed through one of the tabs at the top of the page. Please use it to circulate more widely the changes you would like to propose.

Location of the discussion tab

• If you would like to add a new page bear in mind the discussion above. If you are still convinced the new page is necessary, make your intention know in the discussion page associated with the root page of your new page. If your proposal is approved follow the procedure for the creation of a new page

Note that as all contributors have access to the entire wiki the enforcement of these simple rules depends on self-discipline and it is absolutely essential you stick to them.

Template for product description

In order to create a uniform document we suggest using a template for product description. A tentative version can be found here. Any suggestion or comments on this proposal are more than welcome.

In order to use it, navigate to the page with the template, copy the MediWiki content by entering the edit page and paste it to the pages describing the product(s) you are editing.

Keeping track of changes

Changes can be traced through the recent changes page. However, for those of us who would like to keep up to date on the status of the wiki it may not always be convenient to login to the ES wiki just for the purpose of tracking changes. In that case it is possible to use RSS feeds to stay informed of all the changes. All you need is an RSS client. If you point your client to http://www.sciops.esa.int/wikiSI/planckpla/index.php?title=Special:RecentChanges&instance=Planck_PLA_ES&feed=rss you will be notified everytime the recent changes page is updated, which should trace all the updates in the content of the wiki. The notifications received consist of a link to a page showing the differences between the old and the new versions of the updated page.

This mechanism should also work with and atom feed although testing in this case has not been done. In this case just use feed=atom instead of feed=rss in the url provided to your news reader.

For those with android phones or tablets we have a very simple locally developed rss client. It is extremely simple but it can easily be customised to suit specific requirements of the ES wiki developers.

Contributors list

TBW

Common tasks

Including figures

Uploading a figure

We consider two possibilities: small figures that should be displayed in the wiki pages and larger, high resolution figures that are referred to in the wiki pages but are not too be embedded in the page itself. Here we deal with the first case. For the second possibility have a look here

Figures can be embedded in the text with the [[File]] tag. This tag has a large number of options for resizing, borders, formating and more and the details can be found here. The basic use is however very simple. Placing a

[[File:image.png]]

in the text will create a link when the page is displayed. Clicking on that link will cause a selection page to appear and the file to be embedded can then be selected.

Selection page for uploads

To produce the figure included above showing the location of the discussion tab the syntax used was

[[File:discussion.png|frame|Location of the discussion tab]]

In this case the frame option indicates the images will be displayed within a frame and the last field is the caption of the figure. Note that captions may behave a little different from what was expected: when a caption is given and the frame option is used, the caption will appear just below the figure inside the frame. When no frame option is used, the caption will be displayed when hovering with the mouse over the figure. One more thing to note is that any size options do not have any effect when the frame option is used. For the details you are strongly advised to look here.

Once an image is uploaded and displayed on a page, left clicking on the image in the wiki will show a page with information about the image, a special link allowing its update and a special link allowing its deletion. This page will also show the history of the figure with an entry for the original upload and one more entry for every time the figure was updated. In this case we see three different versions of the image were uploaded.

File history info

From here it is easy to navigate back to any page where the figure appears by using any of the links at the bottom of the page under the heading File Links.

Reusing a figure

Once the file containing the figure has been uploaded we can display it again with the same syntax. The figure below was produced using exactly the same syntax as before.

Location of the discussion tab

The important thing to take into account here is to use the same name as was used for the image when it was first uploaded. In this case the name to use is discussion.png regardless of what the filename in the user's disk. Note that the name of a figure in the wiki is completely independent of the original name of the figure in the user's hard drive.

List of figures available in the wiki

It is not possible to display a list containing only the figures upload to the wiki. However a list of all the files uploaded can be easily generated. In order to retrieve a list of all the files that were uploaded to the wiki the following steps should be followed:

1. Click on the "Special Pages" link on the toolbox on the left
2. In the "Special Pages" page follow the File List link under 'Media reports and uploads'. Here you will find a list of all the files uploaded to the wiki so far, as shown in the figure below.

FIle list

Naming convention

In order to avoid the possibility of name clashes between images uploaded by differnet contributors we ask you to strictly adhere to the following name convention:

DPC_x_[x_x_x]_fileName.ext

Where DPC is one of HFI or LFI, x_x_x_x the section number for the page where the image will be displayed (where the [] denote the rightmost x may be ommited if the section number does not contain all the four possible digits), fileName the filename to be used in the Wiki and ext the extension describing the format of the image.

A png figure uploaded by the LFI to be displayed in section 2.3 would be named LFI_2_3_someName.png and a jpeg figure uploaded by the HFI to be displayed in section 6.4.3.1 would be named HFI_2_3_someOtherName.jpg.

Links

Links to other pages in the wiki

A link to a page in ES wiki is achieved with the following syntax

[[PageName]]
[[PageName|link]]

where the first line produces a link where the link text is PageName and the second a link with the text link link. As an example of the first syntax we have [[Main Page]] prodicing a link to the Main Page of this wiki. For the second syntax we can write [[Main Page|Table of Contents]] which produces a link to the ES Table of Contents.

If the page we wish to link too is a Category a small addition to the syntax is required. In this case the page name will necessarily be of the form Category:PageName. However just using Category:PageName as PageName in the link syntax as defined above will

1. introduce the page where it appears in the Category hierarchy;
2. produce a link to Category:PageName at the bottom of the page.

This can be put to good use (see below) but it is not what have in mind here. To produce a normal link to a category page a semi-colon must be added before Category:PageName:

[[:Category:PageName]]
[[:Category:PageName|link]]

The two different syntaxes above work exactly as in the examples above. A link to the maps chapter can produced with [[:Category:Maps|maps chapter]] resulting as expected in a link to the maps chapter in the ES.

It is also possible to define a link to a specific section in a given page (where a section is defined using the = syntax). In this case the syntax is

[[PageName#SectionName]]
[[PageName#SectionName|link]]

where the two differnet syntaxes work as described above. As an example, the link at the beginning of this paragraph was produced with

 
[[Help:Contents#New section in an existing page|''='' syntax]].

Links to external pages

In this case the syntax is

[url text]

Linking to the ESA Planck page can be achieved with

[http://sci.esa.int/science-e/www/area/index.cfm?fareaid=17 ESA Planck page]

and results in this link to the ESA Planck page. Dropping text will also work as expected but with a different appearance. With

[http://sci.esa.int/science-e/www/area/index.cfm?fareaid=17]

we produce [1].

When comparing with the syntax for internal links note the use of a single [ instead of [[and also the link text is separated by the url by a space and there is no need for a | as in the case of internal links.

External links can be easily identified in the displayed pages by an arrow next to the link.

Uploading documents

Uploading a document can be done exactly as described above for figures. Note however that the file types that can be uploaded are limited to png, gif, jpg, jpeg, pdf, txt, zip and the size of each individual document is limited to 100MB. What this means is that MediWiki knows what to do with files of these types (a png or jpg files will be displayed without the need to explicitely tell MediWiki to display them).

For files of other types please have a look at the section Attachments below.

External documents

It is possible to include in the ES wiki extra information in the form of data, higher resolution images that exceed the 100MB limit for uploaded files or documents in formats other than the ones directly supported by the default MediWiki upload mechanism.

For this purpose we created a special area in livelink. Inside the Explanatory supplement documents folder we created one subfolder per ES chapter. Documents can be uploaded following the same procedures as for any other Livelink document. In order to link to an external document in the ES area of livelink, all you need to do is create a link to the document as explained in the Links to external pages section above.

The following line creates a link to a test document in the ES area in livelink.

[http://www.rssd.esa.int/llink/livelink/open/3111114#page=10 example link]

Clicking on this example link will retrieve a test document from Livelink.

Adding a new section

New section in an existing page

In this case the syntax is the following:

==New Section==
===New Subsection===
====New SubSubSection====

More details can be found in the MediaWiki User's Guide.

New section as new page

Should the new section appear as a new page (see the guidelines above on the addition of new pages) the Category syntax should be used:

STEP 1: Add a link to the (still non-existing) new page in the Table of Contents on the Main Page:

Assuming a new page with the title New Page is to be added to the ES, add the line

[[:Category:New Page|New Page]]

to the Main Page. This will create a link to the (yet non existing) page New Page. Note the slightly different link syntax: the : after the [[ is required otherwise the tag would be interpreted not as a link but as a Category hierarchy definitios (see step 2 below).

When the Category link above is added to the Main Page make sure it appears in the correct location as the Main Page is basically a table of contents for the ES.

STEP 2: Create the page (and Category):

Clicking on the link just created on step 1 (which will be displayed in red as the page still does not exist) will take you to an empty page displaying the warning You have followed a link to a page that does not exist yet. Enter the content of the new page as you would for any other page. Since we want this page to be part of the category tree enter the line

[[Category:TopCategory]]

where TopCategory is the existing category under which the new category will appear in the Category Tree. If this last step step is missed the new page will not be part of the Category Tree and you will therefore not be able to take advantage of the Category Tree features. The line above can be entered anywhere on the page but the structure of the page results easier to understand if it appears consistently at the end.

For example, in the Catalogues section under mission products, the following line appears at the end of the page

[[Category:Mission products]]

This guarantees the maps section will correctly appear in the Category Tree

Very important point

Please bear in mind that

[[Category:myPage]]

and

[[myPage]]

are completely different entities. The first defines a Category called my page and the second defines a page with the same name but they can coexist separately and independently. If you add some content to myPage and then look for it in Category:myPage you will obviously not find it. This point can be a bit confusing so please bear it in mind before taking any further action if what you see in some page is completely different from what you were expecting to find.

Referencing documents

Planck Collaboration papers

For the papers published so far in the A&A special features (Pre-Launch papers and Early papers) two templates (PPreLaunch and PEarly) are available that allow the papers to be cited and at the same time provide a link to the papers. The syntax of these two templates is pretty straighforward:

{{PPreLaunch|paper_number|page=page_number}}

and

{{PEarly|paper_number|page=page_number}}

where paper_number is the numeral attributed to the papers in the A&A Planck special features and page_number is the page where the result you are discussing can be found. If you only want to cite the paper without any specific reference to a particular page you omit the page argument.

If you want to cite a result found in page 10 of the Planck Pre-launch paper 2, you should write

{{PPreLaunch|2|page=10}}

On the other hand if you want to direct the reader to Planck Early paper XXII you would type

{{PEarly|22}}

The examples above will appear in the wiki as a reference to Planck pre-launch paper 2 and to Planck early paper XXII .

Other papers

TBW

Planck interface control documents (ICDs)

For references to the Planck ICDs a very similar mechanism to the one described above for the Planck papers can be used. In this case the template is called ICD and the syntax would be

{{ICD|name|page=page_number|link=link_text}}

The parameters page and text are optional. If page is omitted the ICD will open in page 1. If link is omitted the link text will be ICD. The name parameters is defined in this table for all the ICDs in use during operations. Referring to page 10 of the DQR ICD can done using

{{ICD|DQR|page=10|link=DQR ICD}}

and creating a link to the PPL ICD can easily be done with the following line

{{ICD|PPL|link=PPL ICD}}

The examples above result in links to the DQR ICD and the PPL ICD.

Use of the available extensions

MathJax

VERY IMPORTANT NOTE: Although MathJax produces high quality equations the use of latex tags in the ES wiki is strongly discouraged. Please see the CAVEAT below. In case of doubt please contact the editor.

The MathJax extension allows the use of MathJax, a display engine for mathematics providing high quality mathematics fonts. The main interest for the ES lies in its ability to produce high quality display of latex formulae with no need for any extra tags. Equations may simply be written in Latex and MathJax will recognize the Latex Tags.

Simple mathematical expressions can be easily written inline. The following

<math>x^2 + y^2 +z^2 = 1</math>

will be displayed by MathJax as [math]x^2 + y^2 +z^2 = 1[/math].

We can write complex equations as illustrated by the following lines.

<math>
\begin{align}
  \label{def:Wns}
  W_n (s)
  &:= 
  \int_{[0, 1]^n} 
    \left| \sum_{k = 1}^n \mathrm{e}^{2 \pi \mathrm{i} \, x_k} \right|^s \mathrm{d}\boldsymbol{x}
\end{align}
</math>

MathJax will display these as

[math] \begin{align} W_n (s) &:= \int_{[0, 1]^n} \left| \sum_{k = 1}^n \mathrm{e}^{2 \pi \mathrm{i} \, x_k} \right|^s \mathrm{d}\boldsymbol{x} \end{align} [/math]

Typing equations like this using MathJax

[math] J_\alpha(x) = \sum\limits_{m=0}^\infty \frac{(-1)^m}{m! \, \Gamma(m + \alpha + 1)} [/math]

is not very different from Latex.

Right clicking on an equation will generate a pop up menu that among other things allows to extract the latex code used to generate the equation on the page.

MathJax menu

Selecting Show Source a window will pop up showing the latex code used to create the equation displayed. The figure below show the result of this operation applied to \eqref{def:Wns} above.

MathJax latex source window

Note that although copying latex code from this window is allowed, editing the equation n the source code window is not possible.

CAVEAT: There is unfortunately a caveat associated with the use of MathJax. While MathJax is able to use high quality fonts to display equations, the export of pages using MathJax to Latex will in general require some manual editing in the Latex source produced.

The default equation displaying mechanism for MediaWiki uses the <code><math></code> tag and therefore the wiki2latex extension converting MediaWIki to Latex will also look for this tag when it looks for the chunks of content that need special treatment (the equations). In MathJax however, the use of the <code><math></code> tag is not required and the usual Latex tags for equations can be used instead ($...$, \begin{equation}...\end{equation} and so on). This means that when attempting the conversion on a Wiki page containing equations tagged using only the Latex standard tags the conversion to Latex will not produce the expected result. In most cases this problem can be solved by using directly the <code><math></code> tag in equations as it is accepted by MathJax as a valid way to tag mathematical contents. However, as MathJax can make use of a much larger subset of the Latex set of tags dealing with mathematical content than the <code><math></code> tag can handle, this means the <code><math></code> tag will not be able to handle quite a large number of situations (for instance, in the equations above, using the <code><math></code> tag instead of the \begin{align}...\end{align} tags) and may produce unexpected results. The problem is such that when trying to convert MediaWiki directly to pdf using the mechanism described below, the process will in most cases fail. A partial workaround is provided below.

In view of what was said above we advise you to use the <code><math></code> tag by default. When the desired result is not what you would like then use the appropriate latex tags.

Converting from MediaWiki to latex and pdf

Conversion from MediaWiki pages to latex and pdf is achieved in Mediawiki by the extension Wiki2LaTeX. Because of the use of MathJax, direct conversion to pdf may not always work. The recommended method of converting wiki pages to pdf will therefore consist of several steps with some manual editing necessary if the sections to be converted contain anything other than trivial latex. What trivial means in this context will unfortunately have to be discovered by trial and error on a case by case basis.

Once you have your wiki page ready to be exported proceed as follows:

1. Try a direct export to pdf: In the tool bar at the top of the page of interest choose the latex/pdf tag.
   

   Wiki2LaTeX tab.
   You will then be taken to the export page. In principle what you see should be very similar to the figure below. If it is not, change the different options in order to match the example below. To proceed with the export press the Start Export button
   

   Export settings page when exporting to pdf.
   If the export succeeds you will see something similar to the next figure. In this case you can download the result of the export process by clicking the file name on the top left of the page. You will also be able to download the tex file generated as part of the export process by clicking on the link on the top right (circled orange).
   

   Export was successful.
   If the export fails you will see something like this where it is clear part of the export process was unsuccessful.
   

   Export was unsuccessful.
   In this case do not despair (yet...) and move on to the next step.
2. Export the wiki page of interest to latex: When presented with the export options page choose the export to latex as shown here and press the Start Export button.
   

   Export settings page when exporting to LaTeX.
3. Run latex and manually fix any problems: Once you have a latex file, process it as you would for any other latex file. If you following this step that means the direct export to pdf failed so you should not expect latex to run cleanly on the exported file. From here all you have to do is manually fix the exported file and eventually you will end up with a valid latex file. At this point you can generate a pdf file as you normally do for any other latex file.

PDF book

A brief description of how the PDF book facility should be used can be found here.

CategoryTree

Category Tree

The Category tree extension generates a tree on the left hand side of the browser window.

Each entry on the initial unexpanded tree is a category. Clicking on each branch of the tree will show all the inner branches. This is very usefull to navigate between pages and it is one of the reasons we organised the contents of the ES wiki based on the concep of category.

For the ES there is one main category from which all the other categories branch out. The important thing to remember here is that when opening a new category (which should in general not be done unless there is a very good reason for doing so, as discussed here) is to add in the page for the new category the mother category for the newly created category. This is the only way the category tree can be effectively maintained.

As an example we can mention the Satellite page. This page defines the Satellite category and since it is not a root category (in our case the only root category is Explanatory supplement) we must tell Mediawiki Satellite is a branch of some mother category. In this case the category from which Satellite branches out is Explanatory supplement and we establish this fact with the line

[[Category:Explanatory supplement]]

in the Satellite page. The inclusion of this line in the Satellite category page will also guarantee an entry will be generated for it and all its descendant categories in the category tree in the toolbar. Note that although in principle this line can be entered

A category page displays a list of all its subcategories

at any point in the page defining the category, to make things easier to follow we will always place it at the bottom of the page defining the Category.

Another interesting feature of using the category tree extension is the automatic inclusion in the category page of all the its subcategories. Following the link to the Satellite page this is what we will see. On top we see the usual content of the page circled in blue (in this case this is the sentenceThis is the content of the Satellite page) and below that we see a list of all he subcategories branching out of the Satellite page (circled in orange). The number in front of each subcategory is the number of subcategories for the subcategories of Satellite. At the bottom of the page (circled in black) we see a list of all the categories to which the current category belong.

Attachments

Attachments can be used to include extra information in the form of data, higher resolution images that exceed the 100MB limit for uploaded files or documents in formats other than the ones directly supported by the default MediWiki upload mechanism.

Attachments as we define them here are not natively supported by MediaWiki but as with most other things in MediaWiki an extension was developed to allow the use of attachments with MediaWiki.

Converting latex documents for use in MediaWiki

As far as we can tell there is no way of exporting a latex document to Media Wiki at a click of a button, and even less so of copying a complex latex document to MediWiki and making MediaWiki understand what the document contains (apart from equations which where dealt with above). There is however an external tool, pandoc, that will do the job. You need to download it and install it in your computer, but installation is straightforward and should not be a problem. Pandoc is a versatile and powerful translator between markup languages but as far as we are concerned for the ES wiki the basic syntax is

pandoc input.tex -f latex -t mediawiki -o output.mdw

where input.tex is the input latex file, the -f and -t option are followed by the markup language from which and to which we want to perform the conversion (in our case latex and mediawiki) and the name following the -o option is the name of the output file containing the mediawiki content. Note the .mdw extension is completely arbitrary.

Once your latex files where translated to mediwiki markup they can easily be insserted in the ES wiki with a simple cut and paste.

CAVEAT:I did some testing of this tool and although for very complex latex files it may not always work immediately, by copying the relevant portions of the latex files we want to export to mediawiki and processing them separately it seems to work very well. I am performing some further testing with this tool, with special emphasis on exporting bibtex files to mediwiki and I will report the results here very shortly.

Other useful stuff

Usefull help pages and tutorials

• Font colors in mediawiki;
• Tables tutorial