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draft-mrose-writing-rfcs.txt
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draft-mrose-writing-rfcs.txt
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M. Rose
Dover Beach Consulting, Inc.
February 28, 2008
Writing I-Ds and RFCs using XML (revised)
Rose [Page 1]
Writing I-Ds and RFCs using XML (revised) February 2008
Abstract
This memo presents a technique for using XML (Extensible Markup
Language) as a source format for documents in the Internet-Drafts
(I-Ds) and Request for Comments (RFC) series. This memo is an
upwards-compatible revision to RFC 2629.
Table of Contents
1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . 3
2. Using the DTD to Write I-Ds and RFCs . . . . . . . . . . . . . 4
2.1. XML basics . . . . . . . . . . . . . . . . . . . . . . . . 4
2.2. Front matter . . . . . . . . . . . . . . . . . . . . . . . 6
2.2.1. The title Element . . . . . . . . . . . . . . . . . . 6
2.2.2. The author Element . . . . . . . . . . . . . . . . . . 7
2.2.3. The date Element . . . . . . . . . . . . . . . . . . . 8
2.2.4. Meta Data Elements . . . . . . . . . . . . . . . . . . 8
2.2.5. The abstract Element . . . . . . . . . . . . . . . . . 9
2.2.6. The note Element . . . . . . . . . . . . . . . . . . . 9
2.2.7. Status, Copyright Notice, Table of Contents . . . . . 9
2.2.8. Everything in the Front . . . . . . . . . . . . . . . 11
2.3. The Middle . . . . . . . . . . . . . . . . . . . . . . . . 12
2.3.1. The section Element . . . . . . . . . . . . . . . . . 12
2.3.2. The appendix Element . . . . . . . . . . . . . . . . . 22
2.4. Back matter . . . . . . . . . . . . . . . . . . . . . . . 22
2.4.1. The references Element . . . . . . . . . . . . . . . . 22
2.4.2. Appendices . . . . . . . . . . . . . . . . . . . . . . 23
2.4.3. Copyright Status . . . . . . . . . . . . . . . . . . . 24
3. Processing the XML Source File . . . . . . . . . . . . . . . . 25
3.1. Editing . . . . . . . . . . . . . . . . . . . . . . . . . 25
3.1.1. Checking . . . . . . . . . . . . . . . . . . . . . . . 25
3.2. Converting to Text Format . . . . . . . . . . . . . . . . 26
3.3. Converting to HTML Format . . . . . . . . . . . . . . . . 26
3.4. Searching . . . . . . . . . . . . . . . . . . . . . . . . 26
Appendix A. The rfc Element . . . . . . . . . . . . . . . . . . . 27
Appendix B. The DTD . . . . . . . . . . . . . . . . . . . . . . . 28
Appendix C. Changes from RFC 2629 . . . . . . . . . . . . . . . . 35
Appendix D. Conformance with RFC 2026 or RFC 3667 (Historic) . . 37
Appendix E. Acknowledgements . . . . . . . . . . . . . . . . . . 38
4. Security Considerations . . . . . . . . . . . . . . . . . . . 39
5. References . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Author's Address . . . . . . . . . . . . . . . . . . . . . . . . . 42
Rose [Page 2]
Writing I-Ds and RFCs using XML (revised) February 2008
1. Introduction
This memo describes how to write a document for the I-D and RFC
series using the Extensible Markup Language [1] (XML). This memo has
three goals:
1. To describe a simple XML Document Type Definition (DTD) that is
powerful enough to handle the simple formatting requirements of
RFC-like documents whilst allowing for meaningful markup of
descriptive qualities.
2. To describe software that processes XML source files, including a
tool that produces documents conforming to RFC 2223 [2], HTML
format, and so on.
3. To provide the proof-of-concept for the first two goals (this
memo was written using this DTD and produced using that
software).
It is beyond the scope of this memo to discuss the political
ramifications of using XML as a source format for RFC-like documents.
Rather, it is simply noted that adding minimal markup to plain text:
o allows the traditional production of textual RFC-like documents
using familiar editors;
o requires some, albeit minimal, additions to existing software
environments; and,
o permits information to be organized, searched, and retrieved using
both unstructured and structured mechanisms.
Rose [Page 3]
Writing I-Ds and RFCs using XML (revised) February 2008
2. Using the DTD to Write I-Ds and RFCs
We do not provide a formal or comprehensive description of XML.
Rather, this section discusses just enough XML to use a Document Type
Declaration (DTD) to write RFC-like documents.
If you're already familiar with XML, skip to Appendix B to look at
the DTD.
2.1. XML basics
There are very few rules when writing in XML, as the syntax is
(deceptively) simple. There are five terms you'll need to know:
1. An "element" usually refers to a start tag, an end tag, and all
the characters in between, e.g., "<example>text and/or nested
elements</example>".
2. An "empty element" combines the start tag and the end tag, e.g.,
"<empty/>". For readability, I prefer to write this as "<empty
/>" -- both are legal XML. You don't find empty elements in
HTML.
3. An "attribute" is part of an element. If present, they occur in
the start tag, e.g., "<example name='value'>". Of course, they
can also appear in empty elements, e.g., "<empty name='value'
/>".
4. An "entity" is a textual macro that starts with "&". Usually,
you'll only use them whenever you want to put a "&" or a "<" in
your text.
5. A "token" is a string of characters. The first character is
either a letter or an underscore ("_"). Any characters that
follow are either letters, numbers, an underscore, or a period
(".").
First, start your source file with an XML declaration, a reference to
the DTD, and the rfc element:
<?xml version='1.0' ?>
<!DOCTYPE rfc SYSTEM 'rfcXXXX.dtd'>
<rfc>
...
</rfc>
Ignore the first two lines -- the declaration and the reference --
and simply treat them as opaque strings. Nothing else should be
Rose [Page 4]
Writing I-Ds and RFCs using XML (revised) February 2008
present after the </rfc> tag.
Second, make sure that all elements are properly matched and nested.
A properly matched element that starts with "<example>" is eventually
followed with "</example>". (Empty elements are always matched.)
Elements are properly nested when they don't overlap.
For example,
<outer>
...
<inner>
...
</inner>
...
</outer>
is properly nested.
However,
<outer>
...
<inner>
...
</outer>
...
</inner>
overlaps, so the elements aren't properly nested.
Third, never use "<" or "&" in your text. Instead, use either "<"
or "&", respectively.
Fourth, there are two quoting characters in XML, apostrophe (') and
quotation ("). Make sure that all attributes values are quoted,
e.g., "<example name='value'>". If the value contains one of the
quoting characters, then use the other to quote the value, e.g.,
"<example name='"'>", If the value contains both quoting characters,
then use one of them to quote the value, and replace occurrences of
that character in the attribute value with either "'"
(apostrophe) or """ (quotation), e.g., "<example
name='"'"'>".
If you want to put a comment in your source file, here's the syntax:
<!-- comments can be multiline,
if you wish -->
Rose [Page 5]
Writing I-Ds and RFCs using XML (revised) February 2008
Finally, XML is case sensitive, which means that "<foo>" is different
from "<Foo>".
2.2. Front matter
Immediately following the <rfc> tag is the front element:
<?xml version='1.0'?>
<!DOCTYPE rfc SYSTEM 'rfcXXXX.dtd'>
<rfc>
<front>
<title ...>
<author ...>
<author ...>
<date ...>
<area ...>
<workgroup ...>
<keyword ...>
<keyword ...>
<abstract ...>
<note ...>
</front>
...
</rfc>
(Note that in all examples, indentation is used only for expository
purposes.)
The front element consists of a title element, one or more author
elements, a date element, one or more optional area elements, one or
more optional workgroup elements, one or more optional keyword
elements, an optional abstract element. and, one or more optional
note elements.
2.2.1. The title Element
The title element identifies the title of the document. Because the
title will be used in the headers of the document when formatted
according to [2], if the title is more than 42 characters, then an
abbreviation should also be provided, e.g.,
<title abbrev='Much Ado about Nothing'>
The IETF's Discussion on "Source Format of RFC Documents"
</title>
Rose [Page 6]
Writing I-Ds and RFCs using XML (revised) February 2008
2.2.2. The author Element
Each author element identifies a document author. Since a document
may have more than one author, more than one author element may be
present. If the author is a person, then three attributes must be
present in the <author> tag, initials, surname, and fullname, e.g.,
<author initials='F.J.' surname='Flintstone'
fullname='Frederick Flintstone'>
There is also an optional role attribute, which, if present, must
take the value "editor".
The author element itself consists of an organization element, and,
an optional address element.
The organization element is similar to the title element, in that an
abbreviation may be paired with a long organization name using the
abbrev attribute, e.g.,
<organization abbrev='ISI'>
USC/Information Sciences Institute
</organization>
The address element consists of an optional postal element, an
optional phone element, an optional facsimile element, an optional
email element, and, an optional uri element.
The postal element contains one or more street elements, followed by
any combination of city, region (state or province), code (zipcode or
postal code), and country elements, e.g.,
<postal>
<street>660 York Street</street>
<street>M/S 40</street>
<city>San Francisco</city> <region>CA</region>
<code>94110</code>
<country>US</country>
</postal>
This flexibility is provided to allow for different national formats
for postal addresses. Note however, that although the order of the
city, region, code, and country elements isn't specified, at most one
of each may be present. Regardless, these elements must not be re-
ordered during processing by an XML application (e.g., display
applications must preserve the ordering of the information contained
in these elements). Finally, the value of the country element should
be a two-letter code from ISO 3166.
Rose [Page 7]
Writing I-Ds and RFCs using XML (revised) February 2008
The phone, facsimile, email, and uri elements are simple, e.g.,
<phone>+1 916 555 1234</phone>
<email>[email protected]</email>
<uri>http://example.com/</uri>
2.2.3. The date Element
The date element identifies the publication date of the document. It
consists of a month and a year, e.g.,
<date month='February' year='1999' />
The date element also has an optional day attribute. (Actually, due
to popular demand, all three attributes are optional.)
2.2.4. Meta Data Elements
The front element may contain meta data -- the content of these
elements does not appear in printed versions of the document.
A document has one or more optional area, workgroup, and keyword
elements, e.g.,
<area>General</area>
<workgroup>RFC Beautification Working Group</workgroup>
<keyword>RFC</keyword>
<keyword>Request for Comments</keyword>
<keyword>I-D</keyword>
<keyword>Internet-Draft</keyword>
<keyword>XML</keyword>
<keyword>Extensible Markup Language</keyword>
The area elements identify a general category for the document (e.g.,
one of "Applications", "General", "Internet", "Management",
"Operations", "Routing", "Security", "Transport", or "User"), while
the workgroup elements identify the IETF working groups that produced
the document, and the keyword elements identify useful search terms.
Rose [Page 8]
Writing I-Ds and RFCs using XML (revised) February 2008
2.2.5. The abstract Element
A document may have an abstract element, which contains one or more t
elements (Section 2.3.1.1). In general, only a single t element is
present, e.g.,
<abstract>
<t>This memo presents a technique for using XML
(Extensible Markup Language) as a source format
for documents in the Internet-Drafts (I-Ds) and
Request for Comments (RFC) series.</t>
</abstract>
2.2.6. The note Element
A document may have one or more note elements, each of which contains
one or more t elements (Section 2.3.1.1). There is a mandatory title
attribute. In general, the note element contains text from the IESG,
e.g.,
<note title='IESG Note'>
<t>The IESG has something to say.</t>
</note>
2.2.7. Status, Copyright Notice, Table of Contents
Note that text relating to the memo's status, copyright notice, or
table of contents is not included in the document's markup -- this is
automatically inserted by an XML application when it produces either
a text or HTML version of the document.
2.2.7.1. Conformance with RFC 3978
If an Internet-Draft is being produced, then the ipr attribute should
be present in the "<rfc>" tag at the beginning of the file. The
value of the attribute should be one of: "full3978",
"noModification3978", or "noDerivatives3978". For the latter two
options, an additional attribute, iprExtract, will be consulted. If
present, its value is an anchor that is used to cross-reference the
section of the document that may be extracted as-is for separate use.
Consult [3] for further details.
If the Internet-Draft is being submitted to an automated process,
then the docName attribute should be present in the <rfc> tag at the
beginning of the file. The value of this attribute contains the
document (not file) name associated with this Internet-Draft, e.g.,
Rose [Page 9]
Writing I-Ds and RFCs using XML (revised) February 2008
<rfc ipr='full3978' docName='draft-mrose-writing-rfcs-01'>
...
</rfc>
Finally, an xml:lang attribute may be present to indicate that the
document is written in some language other than English (for writing
things other than RFCs).
Rose [Page 10]
Writing I-Ds and RFCs using XML (revised) February 2008
2.2.8. Everything in the Front
So, putting it all together, we have, e.g.,
<front>
<title>Writing I-Ds and RFCs using XML</title>
<author initials='F.J.' surname='Flintstone'
fullname='Frederick Flintstone'>
<organization>Slate Construction, Inc.</organization>
<address>
<postal>
<street>660 York Street</street>
<street>M/S 40</street>
<city>San Francisco</city> <region>CA</region>
<code>94110</code>
<country>US</country>
</postal>
<phone>+1 916 555 1234</phone>
<email>[email protected]</email>
<uri>http://example.com/</uri>
</address>
</author>
<date month='February' year='1999' />
<area>General</area>
<workgroup>RFC Beautification Working Group</workgroup>
<keyword>RFC</keyword>
<keyword>Request for Comments</keyword>
<keyword>I-D</keyword>
<keyword>Internet-Draft</keyword>
<keyword>XML</keyword>
<keyword>Extensible Markup Language</keyword>
<abstract>
<t>This memo presents a technique for using XML
(Extensible Markup Language) as a source format
for documents in the Internet-Drafts (I-Ds) and
Request for Comments (RFC) series.</t>
</abstract>
</front>
Rose [Page 11]
Writing I-Ds and RFCs using XML (revised) February 2008
2.3. The Middle
Note well: Although this draft refers to the appendix element, the
text referring to that element is entirely speculative
(until such time as this advisory is removed).
The middle element contains all the sections of the document except
for the bibliography and the boilerplate:
...
</front>
<middle>
<section ...>
<section ...>
<section ...>
<appendix ...>
<appendix ...>
</middle>
<back>
...
The middle element consists of one or more section elements,
optionally followed by one or more appendix elements, optionally
followed by one or more section elements.
2.3.1. The section Element
Each section element contains a section of the document. There is a
mandatory attribute, title, that identifies the title of the section.
There are also two optional attributes, anchor, that is used for
cross-referencing with the xref element (Section 2.3.1.5), e.g.,
<section anchor='intro' title='Introduction'>
...
</section>
and the toc attribute, which is used to indicate whether the section
should appear in the table of contents. (The choices are "exclude",
"include", and "default").
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The section element is recursive -- each contains any number and
combination of t, figure, texttable, iref, and section elements,
e.g.,
<section title='The Middle'>
...
<section title='The section Element'>
...
<section title='The t Element'>...</section>
<section title='The list Element'>...</section>
<section title='The figure Element'>...</section>
<section title='The texttable Element'>...</section>
<section title='The xref Element'>...</section>
<section title='The eref Element'>...</section>
<section title='The iref Element'>...</section>
<section title='The cref Element'>...</section>
<section title='The spanx Element'>...</section>
<section title='The vspace Element'>...</section>
</section>
</section>
Note that the section element is tail-recursive.
2.3.1.1. The t Element
Paragraphs are contained in t elements. A paragraph can consist of
text, lists, figures, and other t element-delimited paragraphs, in
any number or combination.
If a cross-reference is needed to a section, figure, table, or
reference, the xref element (Section 2.3.1.5) is used; similarly, if
an external-reference is needed, the eref element (Section 2.3.1.6)
is used. Indexing of text is provided by the the iref element
(Section 2.3.1.7).
Note well: Although RFC2629 allows the figure element to be nested
within the t element, authors are strongly encouraged to
avoid this usage -- it is always preferable to place the
figure element as a direct subordinate of the section
element.
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2.3.1.2. The list Element
The list element contains one or more items. Each item is a t
element, allowing for recursion, e.g.,
<list style='numbers'>
<t>The first item.</t>
<t>The second item, which contains two bulleted sub-items:
<list style='symbols'>
<t>The first sub-item.</t>
<t>The second sub-item.</t>
</list>
</t>
</list>
The list element has an optional attribute, style, having the value
"numbers" (for numeric lists), "letters" (for alphabetic lists),
"symbols" (for bulleted lists), "hanging" (for hanging lists),
"format" (for auto-formatted lists), or, "empty" (for indented text).
If a list element is nested, the default value is taken from its
closest parent; otherwise, the default value is "empty".
When nested within a hanging list element, the t element has an
optional attribute, hangText that specifies the text to be inserted,
e.g.,
<list style='hanging'>
<t hangText="counter:">the "counting designation" is
rendered
(e.g., "2.1" or "A.2");</t>
<t hangText="title:">the title attribute of the
corresponding element is rendered
(e.g., "XML Basics");</t>
<t hangText="none:">no additional designation is rendered;
or,</t>
<t hangText="default:">a suitable designation is rendered,
e.g., "Section 2.1" or
"<a href='#xml_basics'>XML Basics</a>"
(the default).</t>
</list>
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The style attribute value for an auto-formatted list starts with the
seven letters "format ", and is followed by a string which must
contain exactly one instance of "%d" and "%c". Hanging text is
automatically generated for each nested t element, e.g.,
<list style='format R%d:'>
<t>Text for R1.</t>
<t>Text for R2.</t>
</list>
...
<list style='format Directive %c:'>
<t>Text for Directive A.</t>
<t>Text for Directive B.</t>
</list>
...
<list style='format R%d:'>
<t>Text for R3.</t>
</list>
If the list is auto-formatted, then the optional counter attribute is
consulted, which controls the numbering. By default, the value of
this attribute is the same as the formatting string, e.g.,
<list style='format R%d:' counter='Requirements'>
<t>Text for R1.</t>
<t>Text for R2.</t>
</list>
...
<list style='format Directive %c:' counter='Directives'>
<t>Text for Directive A.</t>
<t>Text for Directive B.</t>
</list>
...
<list style='format R%d:' counter='Requirements'>
<t>Text for R3.</t>
</list>
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If the style attribute has the value "hanging" or "format", then a
second, optional, attribute called hangIndent is consulted. This
overrides the default indentation used for the text of each t
element, ensuring that each t element has the same indentation, e.g.,
<list style='format R%d:' hangIndent='5'>
<t>Text for R1.</t>
<t>Text for R2.</t>
...
<t>Text for R12.</t>
</list>
The final item will read "R12: Text for R12."
2.3.1.3. The figure Element
The figure element groups an optional preamble element, an artwork
element, and an optional postamble element together. The figure
element also has an optional anchor attribute that is used for cross-
referencing with the xref element (Section 2.3.1.5). There is also
an optional title attribute that identifies the title of the figure.
The preamble and postamble elements, if present, are simply text. If
a cross-reference is needed to a section, figure, table, or
reference, the xref element (Section 2.3.1.5) is used; similarly, if
an external-reference is needed, the eref element (Section 2.3.1.6)
is used. Indexing of text is provided by the the iref element
(Section 2.3.1.7).
The artwork element, which must be present, contains "ASCII artwork".
Unlike text contained in the t, preamble, or postamble elements, both
horizontal and vertical whitespace is significant in the artwork
element.
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So, putting it all together, we have, e.g.,
<figure anchor='figure_example'>
<preamble>So,
putting it all together, we have, e.g.,</preamble>
<artwork>
ascii artwork goes here...
be sure to use "<" or "&" instead of "<" and "&",
respectively!
</artwork>
<postamble>which is a very simple example.</postamble>
</figure>
which is a very simple example.
If you have artwork with a lot of "<" characters, then there's an XML
trick you can use:
<figure>
<preamble>If you have artwork with a lot of "<"
characters, then there's an XML trick you can
use:</preamble>
<artwork><![CDATA[
ascii artwork goes here...
just don't use "]]" in your artwork!
]]></artwork>
<postamble>The "<![CDATA[ ... ]]>" construct is called
a CDATA block -- everything between the innermost brackets
is left alone by the XML application.</postamble>
</figure>
The <![CDATA[ ... ]]> construct is called a CDATA block -- everything
between the innermost brackets is left alone by the XML application.
Because the figure element represents a logical grouping of text and
artwork, an XML application producing a text version of the document
should attempt to keep these elements on the same page. Because RFC
2223 [2] allows no more than 69 characters by 49 lines of content on
each page, XML applications should be prepared to prematurely
introduce page breaks to allow for better visual grouping.
Finally, the artwork element has two optional attributes: name and
type. The former is used to suggest a filename to use when storing
the content of the artwork element, whilst the latter contains a
suggestive data-typing for the content.
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2.3.1.4. The texttable Element
The texttable element groups an optional preamble element, one or
more ttcol elements, zero or more c elements, and an optional
postamble element together. The texttable element also has an
optional anchor attribute that is used for cross-referencing with the
xref element (Section 2.3.1.5). There is also an optional title
attribute that identifies the title of the table.
The preamble and postamble elements have already been described in
Section 2.3.1.3.
The ttcol element, of which at least one must be present, defines a
column header for the table, along with the desired width and
alignment for the column:
o the optional width attribute, if present, indicates the desired
amount of horizontal space taken by the column, and is expressed
as a percentage (e.g., "30%"), and the remaining space is divided
equally among all columns for which the width is unspecified; and,
o the optional align attribute, if present indicates whether the
column should be justified to the "left", "center", or "right".
The c element, is present for each cell in the table, and contains
text along with the usual cross-reference and indexing elements.
So, putting it all together, we have, e.g.,
<texttable anchor='table_example'>
<preamble>So,
putting it all together, we have, e.g.,</preamble>
<ttcol align='center'>ttcol #1</ttcol>
<ttcol align='center'>ttcol #2</ttcol>
<c>c #1</c>
<c>c #2</c>
<c>c #3</c>
<c>c #4</c>
<c>c #5</c>
<c>c #6</c>
<postamble>which is a very simple example.</postamble>
</texttable>
which is a very simple example.