Template configuration page

Overview

This page lets you review and update the configuration for the templates defined in your project and in use in the group within it. This includes:

• Document types
• Media types
• URL types
• Publication types
• Schematron
• Xref configs

If the project is defined as the global template, the changes affect all the groups and projects in your PageSeeder instance.

Edit global template configuration – customize the global template. See the global template page.

Validate all button – validate all the configuration files in this template. See document types validation page.

Edit Xrefs config button – xref-config.xml – configure xrefs across a whole project to make it easier for users to create them consistently for different purposes.

Document types

A document type is a collection of files that define all the necessary characteristics for representing a specific type of content.

The default PSML document type configurations for a default document, or default for a references document, can be used, or overridden. You can opt to create custom configurations for the type in the panel that opens on the right:

• document-config.xml – in the Config column, the document config defines:
• <creation> – Specify where documents of the type are created.
• <labeling> – Specify labels available in the document type, including block, inline, image, link, xref, edit-note, fragment, and document.
• <publishing> – Specify custom processing for different documents when invoking publishing action types export, publish, or process.
• document-template.psml – in the Template column, the document template defines the content, structure and heirarchy of PSML documents, including sections, fragments, labels, properties and metadata. See How to create a document template.
• default.sch – in the Schematron column, the default schema is used to specify rules to validate the entire document or document fragments. See How to create a schema for a document.

  For developers: See the developer’s documentation for more information, Validating documents.

• editor-config.xml – in the Editing column, can override the default settings with customizations for the editing interface, making it possible to configure the document editor with components such as drop-down lists for property values:
• PSMLProperties – properties editor, customize the editing interface for properties to improve productivity or data quality.
• PSMLMetadata – same options as PSML properties editor but used for document metadata properties.
• PSMLXRefs – xref list editor, used to customize the list of xrefs in a references document.
• PSMLCreation – same options as PSML properties editor but used for document and fragment creation. Requires PageSeeder v5.98 or higher.
• document.css – in the Style column, the style template modifies the default UI display for the content of a document type. It is used to customize the display of the PSML.

To create a new PSML document type, click the Create document type button. A row for the new type is added to the PSML document types table.

Media types

A media type (also referred to as a content type or MIME type) defines the kind of content, and tells what kind of app is needed to process the content of a file. These configuration files specify the PSML metadata and processing associated with a media type.

• media-template.psml – in the Template column, individual templates control the processing of the metadata fields for each file type.
• default.sch – in the Schematron column, the default schema defined for validating the metadata for a media type.
• editor-config.xml – in the Editing column, can override the default settings for the media type with customizations for the metadata editing interface, making it possible to configure the document editor with components such as drop-down lists for property values.
• word-import-config.xml – in the Word Import column for media type DOCX, maps Word styles to PSML elements.
• psml-split-config.xml – in the Split column for media type DOCX, defines rules for splitting a single PSML file (as a secondary part of a Word import process) into multiple documents and fragments.

Reprocess... button – in the Metadata column, after creating or modifying a media template, all relevant files can be updated using the Reprocess... button.

To create a new media type, click the Create media type... button. A row for the new type is added to the Media type table.

URL types

A URL type  is a collection of files that define the metadata, processing and validation for different kinds of URLs.

• url-config.psml – in the Config column, defines:
• <creation> – The domains and media types allowed for these URLs.
• <labeling> – Specify labels available in the URL type but labels/@type must be url.
• <publishing> – Specify custom processing for different URLs when invoking publishing action types export, publish, or process.
• url-template.psml – in the Template column, individual templates control the processing of the metadata fields for each URL type.
• default.sch – in the Schematron column, the default schema defined for validating the metadata for a URL type.
• editor-config.xml – in the Editing column, can override the default settings for the URL type with customizations for the metadata editing interface, making it possible to configure the document editor with components such as drop-down lists for property values.

Reprocess... button – in the Metadata column, after creating or modifying a URL template, all relevant URLs can be updated using the Reprocess... button.

To create a new URL type, click the Create URL type... button. A row for the new type is added to the URL type table.

Publication types

The key function of the publication type is to configure how heading and paragraph hierarchy and numbering is processed throughout a collection of documents. The publication type also allows for the configuration of a custom format to be included for generating Word or PDF output.

The default publication configurations can be used, or overridden. Then, you can opt to create custom configurations for the type in the panel that opens on the right:

• publication-config.xml – in the Config column, configures heading and paragraph numbering across the documents in the publication.
• pdf-export-config.xml – in the PDF Export column, configures the formatting of PSML when exported to PDF.
• word-export-config.xml – in the Word Export column, maps PSML elements to Word styles.
• word-export-template.docx – in the Template column, uploads a DOCX template containing the Word styles your word-export-config.xml maps to.

To create a new publication type, click the Create publication type... button. A row for the new type is added to the Publication types table.