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Document header and metadata

General

The header contains information about the document (metadata). You specify these metadata by using predefined document attributes, that look like this:

:document-attribute: some-value

Most of the attributes take a value, while others are simple flags without a value, like:

:novalid:

Some of the metadata will be visible in your document, such as :title:, while others are not visible but still affect how your document is generated.

Note
The order of attributes does not matter in Metanorma.

Specifying IEEE metadata

In an IEEE SA document, you can specify metadata about:

  • Contributors: working group participants, ballot group members, standardization board members
  • Document info: document type, document stages (draft, published, etc.).
  • Dates: draft dates, revision dates, publishing date, copyright year, etc.
  • Identifiers: document numbers, ISBNs, STD numbers
Note
Other metadata influence how the document is generated and should only be used by advanced users. Please refer to the IEEE SA document attributes.

At a minimum, you will need to specify:

  • Title
  • Metanorma document class as ieee
  • Document number
  • Document type, and optionally subtype
  • Document stage
  • Committee
  • Author or editor
Note
Please refer to reference documentation to see the full list of IEEE SA-specific document attributes.
Note
In this section we use the document header from the IEEE Style Manual document example to explain.

Document-specific attributes and basic operations

These are the basic document attributes for IEEE SA.

Setting basic document attributes for IEEE SA
= Recommended Practice for Preparing an IEEE Standards Draft <1>
:docnumber: 987.6 <2>
:docstage: draft <3>
:version: 3 <4>

<1> IEEE SA document title. <2> IEEE SA document number. If draft, omit the "P" prefix as it will be automatically added. <3> IEEE SA document stage. <4> If :docstage: is draft, enter the draft number in :version:.

These are operational concerns that are useful for the author.

  • :mn-document-class: must be set in order to set the flavor to IEEE SA.
  • :mn-output-extensions: determines what output to be produced.
Setting IEEE SA-specific attributes
:mn-document-class: ieee <1>
:mn-output-extensions: xml,html,doc,pdf,rxl <2>
:local-cache-only: <3>

<1> Metanorma flavor. For IEEE SA, enter ieee. <2> Metanorma output formats. For IEEE SA, supported formats are xml, html, pdf, doc and rxl. <3> Metanorma option to store data cache in the current directory.

Document types and subtypes

IEEE SA offers three types of documents that differ in the level of the obligation of requirements.

The type is to be set via these two attributes:

:doctype:
for the document type
:docsubtype:
for the document subtype, necessary for certain :doctypes:

Document types, set using the :doctype: attribute, include:

standard
This document is a Standard (default). This document provides mandatory requirements.
recommended-practice
This document is a Recommended Practice. This document only provides recommendations, not requirements.
guide
This document is a Guide. This document only provide guidelines, not requirements.

For each of these types, modification documents can be issued by using :docsubtype: with the following values:

document
This document is the standardization deliverable itself. (default)
amendment
This document details amendments made to the base document.
corrigendum
This document details technical error corrections made to the base document.
errata
This document details publication error corrections made to the base document.
Setting document type
:doctype: standard <1>

<1> IEEE SA document type.

Setting document type with subtype for an Amendment
:doctype: standard
:docsubtype: amendment <1>

<1> IEEE SA document subtype.

Document stages and progress dates

IEEE SA deliverables go through various stages of approval.

The document stage is set via the :docstage: attribute.

Typically, a document goes through these processes:

  1. Started off as a draft. where :docstage: draft is set, and draft number set to 1 :version: 1. The :copyright-year: should always be set to the current year.
  2. Draft number increases, e.g. :version: 2, as the working group progresses.
  3. The draft gets balloted by the working group when ready.
  4. Once the balloting group approves the document, it will be represented to the SA standardization board for approval.
  5. After approval, the date of approval should be entered as metadata using :issued-date:.
  6. Once the document is ready to be published, set :docstage: published and remove the :version: attribute.
Note
IEEE SA documents can also be marked inactive by :docstage: inactive.
Setting document stage and progress dates
:docstage: draft <1>
:version: 3 <2>
:copyright-year: 2021 <3>
:issued-date: 2021-01-01 <4>

<1> Document stage. <2> Document draft number. <3> Copyright year of document. <4> Date of approval by the standards board.

Authorship and other preface information

In IEEE SA documents there are several types of contributor information to be entered:

  • society name
  • standardization committee
  • working group information
    • name of working group
    • members of working group
  • balloting committee members
  • SA standardization board members

All membership information is encoded in a participants clause.

Usage of authorship information outside of memberships
:society: Computer Society <1>
:committee: C/AISC - Artificial Intelligence Standards Committee <2>
:working-group: Spatial Web Working Group <3>

<1> IEEE Society. <2> IEEE Committee sponsor of the document. <3> IEEE SA working group that produces the document.

Participants and contributors

Table of contents: figures and tables

In IEEE SA documents, a list of figures and tables are often provided in the TOC.

The following Metanorma setting will enable these tables of contents.

Enabling figures and tables in the Table of Contents
:toc-figures: true <1>
:toc-tables: true <2>

<1> Enables the TOC for figures. <2> Enables the TOC for tables.

Other metadata

Every IEEE SA document has a list of keywords (for searching purposes) and is also issued identifiers like the ISBN.

This information can be set as follows.

Setting other identifying metadata
:keywords: data fusion, IEEE 2830™, shared machine learning, SML, ... <1>
:isbn-pdf: 978-1-5044-7724-6 <2>
:isbn-print: 978-1-5044-7725-3 <3>
:stdid-pdf: STD24807 <4>
:stdid-print: STDPD24807 <5>

<1> List of keywords, comma-delimited. <2> ISBN-13 for the PDF version. <3> ISBN-13 for the printed version. <4> STDID for the PDF version. <5> STDID for the printed version.