Appendix F. Interchanging DocBook Documents
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This is an alpha version of this book.

## Appendix F. Interchanging DocBook Documents

$Revision: 1.2 $

$Date: 2001/08/13 21:42:26 $

One of the early factors that motivated the development of the DocBook DTD was the desire for companies to interchange documents. In particular, UNIX vendors wanted to be able to interchange common UNIX documentation.

A great deal of effort went into making sure that DocBook could handle most (probably all) of the documents that were likely to be exchanged. This avoids the guaranteed interchange problem of DTD extension.

However, simply using DocBook or a subset of it is not enough to ensure successful interchange. If you send someone your DocBook files, you must also tell the recipient about the markup your documents use and any of your additional markup conventions and processing expectations that impose constraints on processing.

This appendix provides a sample interchange questionnaire to help draw your attention to those areas that might be problematic.

For maximum portability, delivered DocBook documents should be accompanied by a filled-out interchange questionnaire. Because each situation is unique, you may need to supply additional information (such as layout specifications) in order to deliver a complete package.

## DocBook and SGML Usage

1. What version of the DTD are you using?

2. Did you use any markup features of the DTD that have been flagged as obsolete (to be removed at the next major version of DocBook)? If so, which ones?

3. Did you extend DocBook in any way, inside or outside the provided customization mechanisms? How? All extensions must be negotiated with the recipient.

4. Did you remove markup from DocBook to create a subset? If you used a subset of DocBook, supply the subset you used. (Note that even the removal of references to ISO entity sets creates a subset.)

5. Did you use the supplied SGML declaration or another one? If you used another one, provide it.

6. Did you use the supplied catalog or another one, or none at all? If you used a catalog other than the one supplied, provide it.

7. If your documents bear no document type declaration, and you parsed them with a document declaration (with or without an internal subset), supply it.

8. Did you add `NOTATION` declarations? If so, what are they? List all data content notations used in your documents.

9. Did you use the `SUBDOC` feature? If so, how did you manage the name spaces of their IDs, if you managed them at all?

10. Did you use character sets other than ISO 8859-1 (Latin 1)? If so, which ones? How did you use them?

11. Did you declare and use character entities and other general entities besides the ISO entity sets? If so, supply the entity declarations and the desired appearance of the additional character entities.

12. Are your document files normalized to include all markup explicitly?

13. Are you supplying a document fragment? If so, have you provided any necessary auxiliary information (such as meta-information) for the fragment? Are there any attribute values that haven't been specified that you expect to inherit from a parent that isn't present?

## Processing Requirements and Markup Interpretation

14. What formatting that you applied do you require your interchange partner to apply? For example, where and how must text be generated in order for the documents to make sense?

15. Did you supply your stylesheet and information regarding its format and version?

16. How did you create tables of contents, lists of titles, and indexes? Are they stored in DocBook form? If so, did you generate them (and according to what rules) or create them by hand?

17. If you used the `Lang` common attribute, why, and to what effect?

18. If you used the `Remap` common attribute, why, and to what effect?

19. If you used the `Role` common attribute, why, and to what effect?

20. If you used the effectivity attributes, which did you use, why, and to what effect?

21. What values did you give to the `Label` attribute and how are they to be interpreted for rendering?

22. What values did you give to the `Mark` and `Override` attributes for lists and how are they to be interpreted for rendering?

23. Did you use the `Renderas` attribute on sections and/or `BridgeHead`s?

24. Did you supply all keyword values you used for attributes whose declared values are not enumerated tokens, along with the expected processing for the occurrence of each keyword?

25. Did you use markup to control width, size, and/or positioning settings (such as “fold-out” or “centered”) for graphics, line specific regions, and tables? If so, how?

26. For rendering of `Sidebar`s, must these appear in the flow of the text where they appear in your files, or may they float?

27. Did you use `Callout`s? If so, what are the processing expectations for callout marks?

28. Did you use `ItemizedList`s? If so, what are the processing expectations for the marks on list items and nested lists?

29. For `Graphic` and `InlineGraphic`, what method(s) did you use for providing graphic data: element content, `Fileref` attribute, or `Entityref` attribute?

30. For `MediaObject` and `InlineMediaObject`, what method(s) did you use for selecting between alternative presentations?

31. How did you specify column widths in tables? Did you use vertical spans? Did you use horizontal spans?

32. Did you use `EntryTbl`s?

33. If you used the `Type` attribute on the link elements, why, and to what effect?

34. If you used `XRef`, do your interchange partners need additional information about the semantic of the link? Have you provided it, perhaps with `Role`?

35. Did you use the `Subject` attribute on `GlossDef`? If so, did you use a thesaurus of terms? If so, what is it?

36. If you used the `Class` attribute on `RefMiscInfo`, why and to what effect?

37. If you used `ULink` and provided URLs that are queries, what back-end processing is required to resolve those queries?

38. `FileRef` or `EntityRef` is supplied on every `Graphic`, `InlineGraphic`, `AudioData`, `ImageData`, and `VideoData` element. If one is not present, what is the expectation?

39. If your `Bibliography`s or `Glossary`s have special processing expectations, such as the ability to display only those entries that are cited, have you described them?

40. If your `Bibliography`s contain `BiblioEntry`s, what are the processing expectations? Which fields are selected for display? What punctuation is added, and where?

41. Do `GlossTerm`s or other elements have implicit linking relationships that must be obeyed or handled in presentation?

42. Did you use any processing instructions? Why and what for? Are they in entities?

43. What copyfitting have you already done, and for what outputs?

44. Are the `Revision`s in your `RevHistory`s sorted in any particular way?

## Miscellaneous

45. Have you checked your files for viruses?

46. If you used `BridgeHead`, have you joined a recovery support group?

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