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- <title>XML resources publication guidelines</title>
-</head>
-
-<body bgcolor="#fffacd" text="#000000">
-<h1 align="center">XML resources publication guidelines</h1>
-
-<p></p>
-
-<p>The goal of this document is to provide a set of guidelines and tips
-helping the publication and deployment of <a
-href="http://www.w3.org/XML/">XML</a> resources for the <a
-href="http://www.gnome.org/">GNOME project</a>. However it is not tied to
-GNOME and might be helpful more generally. I welcome <a
-href="mailto:veillard@redhat.com">feedback</a> on this document.</p>
-
-<p>The intended audience is the software developers who started using XML
-for some of the resources of their project, as a storage format, for data
-exchange, checking or transformations. There have been an increasing number
-of new XML formats defined, but not all steps have been taken, possibly because of
-lack of documentation, to truly gain all the benefits of the use of XML.
-These guidelines hope to improve the matter and provide a better overview of
-the overall XML processing and associated steps needed to deploy it
-successfully:</p>
-
-<p>Table of contents:</p>
-<ol>
- <li><a href="#Design">Design guidelines</a></li>
- <li><a href="#Canonical">Canonical URL</a></li>
- <li><a href="#Catalog">Catalog setup</a></li>
- <li><a href="#Package">Package integration</a></li>
-</ol>
-
-<h2><a name="Design">Design guidelines</a></h2>
-
-<p>This part intends to focus on the format itself of XML. It may arrive
-a bit too late since the structure of the document may already be cast in
-existing and deployed code. Still, here are a few rules which might be helpful
-when designing a new XML vocabulary or making the revision of an existing
-format:</p>
-
-<h3>Reuse existing formats:</h3>
-
-<p>This may sounds a bit simplistic, but before designing your own format,
-try to lookup existing XML vocabularies on similar data. Ideally this allows
-you to reuse them, in which case a lot of the existing tools like DTD, schemas
-and stylesheets may already be available. If you are looking at a
-documentation format, <a href="http://www.docbook.org/">DocBook</a> should
-handle your needs. If reuse is not possible because some semantic or use case
-aspects are too different this will be helpful avoiding design errors like
-targeting the vocabulary to the wrong abstraction level. In this format
-design phase try to be synthetic and be sure to express the real content of
-your data and use the XML structure to express the semantic and context of
-those data.</p>
-
-<h3>DTD rules:</h3>
-
-<p>Building a DTD (Document Type Definition) or a Schema describing the
-structure allowed by instances is the core of the design process of the
-vocabulary. Here are a few tips:</p>
-<ul>
- <li>use significant words for the element and attributes names.</li>
- <li>do not use attributes for general textual content, attributes
- will be modified by the parser before reaching the application,
- spaces and line informations will be modified.</li>
- <li>use single elements for every string that might be subject to
- localization. The canonical way to localize XML content is to use
- siblings element carrying different xml:lang attributes like in the
- following:
- <pre>&lt;welcome&gt;
- &lt;msg xml:lang="en"&gt;hello&lt;/msg&gt;
- &lt;msg xml:lang="fr"&gt;bonjour&lt;/msg&gt;
-&lt;/welcome&gt;</pre>
- </li>
- <li>use attributes to refine the content of an element but avoid them for
- more complex tasks, attribute parsing is not cheaper than an element and
- it is far easier to make an element content more complex while attribute
- will have to remain very simple.</li>
-</ul>
-
-<h3>Versioning:</h3>
-
-<p>As part of the design, make sure the structure you define will be usable
-for future extension that you may not consider for the current version. There
-are two parts to this:</p>
-<ul>
- <li>Make sure the instance contains a version number which will allow to
- make backward compatibility easy. Something as simple as having a
- <code>version="1.0"</code> on the root document of the instance is
- sufficient.</li>
- <li>While designing the code doing the analysis of the data provided by the
- XML parser, make sure you can work with unknown versions, generate a UI
- warning and process only the tags recognized by your version but keep in
- mind that you should not break on unknown elements if the version
- attribute was not in the recognized set.</li>
-</ul>
-
-<h3>Other design parts:</h3>
-
-<p>While defining you vocabulary, try to think in term of other usage of your
-data, for example how using XSLT stylesheets could be used to make an HTML
-view of your data, or to convert it into a different format. Checking XML
-Schemas and looking at defining an XML Schema with a more complete
-validation and datatyping of your data structures is important, this helps
-avoiding some mistakes in the design phase.</p>
-
-<h3>Namespace:</h3>
-
-<p>If you expect your XML vocabulary to be used or recognized outside of your
-application (for example binding a specific processing from a graphic shell
-like Nautilus to an instance of your data) then you should really define an <a
-href="http://www.w3.org/TR/REC-xml-names/">XML namespace</a> for your
-vocabulary. A namespace name is an URL (absolute URI more precisely). It is
-generally recommended to anchor it as an HTTP resource to a server associated
-with the software project. See the next section about this. In practice this
-will mean that XML parsers will not handle your element names as-is but as a
-couple based on the namespace name and the element name. This allows it to
-recognize and disambiguate processing. Unicity of the namespace name can be
-for the most part guaranteed by the use of the DNS registry. Namespace can
-also be used to carry versioning information like:</p>
-
-<p><code>"http://www.gnome.org/project/projectname/1.0/"</code></p>
-
-<p>An easy way to use them is to make them the default namespace on the
-root element of the XML instance like:</p>
-<pre>&lt;structure xmlns="http://www.gnome.org/project/projectname/1.0/"&gt;
- &lt;data&gt;
- ...
- &lt;/data&gt;
-&lt;/structure&gt;</pre>
-
-<p>In that document, structure and all descendant elements like data are in
-the given namespace.</p>
-
-<h2><a name="Canonical">Canonical URL</a></h2>
-
-<p>As seen in the previous namespace section, while XML processing is not
-tied to the Web there is a natural synergy between both. XML was designed to
-be available on the Web, and keeping the infrastructure that way helps
-deploying the XML resources. The core of this issue is the notion of
-"Canonical URL" of an XML resource. The resource can be an XML document, a
-DTD, a stylesheet, a schema, or even non-XML data associated with an XML
-resource, the canonical URL is the URL where the "master" copy of that
-resource is expected to be present on the Web. Usually when processing XML a
-copy of the resource will be present on the local disk, maybe in
-/usr/share/xml or /usr/share/sgml maybe in /opt or even on C:\projectname\
-(horror !). The key point is that the way to name that resource should be
-independent of the actual place where it resides on disk if it is available,
-and the fact that the processing will still work if there is no local copy
-(and that the machine where the processing is connected to the Internet).</p>
-
-<p>What this really means is that one should never use the local name of a
-resource to reference it but always use the canonical URL. For example in a
-DocBook instance the following should not be used:</p>
-<pre>&lt;!DOCTYPE article PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"<br>
-
-
- "/usr/share/xml/docbook/4.2/docbookx.dtd"&gt;</pre>
-
-<p>But always reference the canonical URL for the DTD:</p>
-<pre>&lt;!DOCTYPE article PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"<br>
-
-
- "http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd"&gt; </pre>
-
-<p>Similarly, the document instance may reference the <a
-href="http://www.w3.org/TR/xslt">XSLT</a> stylesheets needed to process it to
-generate HTML, and the canonical URL should be used:</p>
-<pre>&lt;?xml-stylesheet
- href="http://docbook.sourceforge.net/release/xsl/current/html/docbook.xsl"
- type="text/xsl"?&gt;</pre>
-
-<p>Defining the canonical URL for the resources needed should obey a few
-simple rules similar to those used to design namespace names:</p>
-<ul>
- <li>use a DNS name you know is associated to the project and will be
- available on the long term</li>
- <li>within that server space, reserve the right to the subtree where you
- intend to keep those data</li>
- <li>version the URL so that multiple concurrent versions of the resources
- can be hosted simultaneously</li>
-</ul>
-
-<h2><a name="Catalog">Catalog setup</a></h2>
-
-<h3>How catalogs work:</h3>
-
-<p>The catalogs are the technical mechanism which allow the XML processing
-tools to use a local copy of the resources if it is available even if the
-instance document references the canonical URL. <a
-href="http://www.oasis-open.org/committees/entity/">XML Catalogs</a> are
-anchored in the root catalog (usually <code>/etc/xml/catalog</code> or
-defined by the user). They are a tree of XML documents defining the mappings
-between the canonical naming space and the local installed ones, this can be
-seen as a static cache structure.</p>
-
-<p>When the XML processor is asked to process a resource it will
-automatically test for a locally available version in the catalog, starting
-from the root catalog, and possibly fetching sub-catalog resources until it
-finds that the catalog has that resource or not. If not the default
-processing of fetching the resource from the Web is done, allowing in most
-case to recover from a catalog miss. The key point is that the document
-instances are totally independent of the availability of a catalog or from
-the actual place where the local resource they reference may be installed.
-This greatly improves the management of the documents in the long run, making
-them independent of the platform or toolchain used to process them. The
-figure below tries to express that mechanism:<img src="catalog.gif"
-alt="Picture describing the catalog "></p>
-
-<h3>Usual catalog setup:</h3>
-
-<p>Usually catalogs for a project are setup as a 2 level hierarchical cache,
-the root catalog containing only "delegates" indicating a separate subcatalog
-dedicated to the project. The goal is to keep the root catalog clean and
-simplify the maintenance of the catalog by using separate catalogs per
-project. For example when creating a catalog for the <a
-href="http://www.w3.org/TR/xhtml1">XHTML1</a> DTDs, only 3 items are added to
-the root catalog:</p>
-<pre> &lt;delegatePublic publicIdStartString="-//W3C//DTD XHTML 1.0"
- catalog="file:///usr/share/sgml/xhtml1/xmlcatalog"/&gt;
- &lt;delegateSystem systemIdStartString="http://www.w3.org/TR/xhtml1/DTD"
- catalog="file:///usr/share/sgml/xhtml1/xmlcatalog"/&gt;
- &lt;delegateURI uriStartString="http://www.w3.org/TR/xhtml1/DTD"
- catalog="file:///usr/share/sgml/xhtml1/xmlcatalog"/&gt;</pre>
-
-<p>They are all "delegates" meaning that if the catalog system is asked to
-resolve a reference corresponding to them, it has to lookup a sub catalog.
-Here the subcatalog was installed as
-<code>/usr/share/sgml/xhtml1/xmlcatalog</code> in the local tree. That
-decision is left to the sysadmin or the packager for that system and may
-obey different rules, but the actual place on the filesystem (or on a
-resource cache on the local network) will not influence the processing as
-long as it is available. The first rule indicate that if the reference uses a
-PUBLIC identifier beginning with the</p>
-
-<p><code>"-//W3C//DTD XHTML 1.0"</code></p>
-
-<p>substring, then the catalog lookup should be limited to the specific given
-lookup catalog. Similarly the second and third entries indicate those
-delegation rules for SYSTEM, DOCTYPE or normal URI references when the URL
-starts with the <code>"http://www.w3.org/TR/xhtml1/DTD"</code> substring
-which indicates the location on the W3C server where the XHTML1 resources are
-stored. Those are the beginning of all Canonical URLs for XHTML1 resources.
-Those three rules are sufficient in practice to capture all references to XHTML1
-resources and direct the processing tools to the right subcatalog.</p>
-
-<h3>A subcatalog example:</h3>
-
-<p>Here is the complete subcatalog used for XHTML1:</p>
-<pre>&lt;?xml version="1.0"?&gt;
-&lt;!DOCTYPE catalog PUBLIC "-//OASIS//DTD Entity Resolution XML Catalog V1.0//EN"
- "http://www.oasis-open.org/committees/entity/release/1.0/catalog.dtd"&gt;
-&lt;catalog xmlns="urn:oasis:names:tc:entity:xmlns:xml:catalog"&gt;
- &lt;public publicId="-//W3C//DTD XHTML 1.0 Strict//EN"
- uri="xhtml1-20020801/DTD/xhtml1-strict.dtd"/&gt;
- &lt;public publicId="-//W3C//DTD XHTML 1.0 Transitional//EN"
- uri="xhtml1-20020801/DTD/xhtml1-transitional.dtd"/&gt;
- &lt;public publicId="-//W3C//DTD XHTML 1.0 Frameset//EN"
- uri="xhtml1-20020801/DTD/xhtml1-frameset.dtd"/&gt;
- &lt;rewriteSystem systemIdStartString="http://www.w3.org/TR/xhtml1/DTD"
- rewritePrefix="xhtml1-20020801/DTD"/&gt;
- &lt;rewriteURI uriStartString="http://www.w3.org/TR/xhtml1/DTD"
- rewritePrefix="xhtml1-20020801/DTD"/&gt;
-&lt;/catalog&gt;</pre>
-
-<p>There are a few things to notice:</p>
-<ul>
- <li>this is an XML resource, it points to the DTD using Canonical URLs, the
- root element defines a namespace (but based on an URN not an HTTP
- URL).</li>
- <li>it contains 5 rules, the 3 first ones are direct mapping for the 3
- PUBLIC identifiers defined by the XHTML1 specification and associating
- them with the local resource containing the DTD, the 2 last ones are
- rewrite rules allowing to build the local filename for any URL based on
- "http://www.w3.org/TR/xhtml1/DTD", the local cache simplifies the rules by
- keeping the same structure as the on-line server at the Canonical URL</li>
- <li>the local resources are designated using URI references (the uri or
- rewritePrefix attributes), the base being the containing sub-catalog URL,
- which means that in practice the copy of the XHTML1 strict DTD is stored
- locally in
- <code>/usr/share/sgml/xhtml1/xmlcatalog/xhtml1-20020801/DTD/xhtml1-strict.dtd</code></li>
-</ul>
-
-<p>Those 5 rules are sufficient to cover all references to the resources held
-at the Canonical URL for the XHTML1 DTDs.</p>
-
-<h2><a name="Package">Package integration</a></h2>
-
-<p>Creating and removing catalogs should be handled as part of the process of
-(un)installing the local copy of the resources. The catalog files being XML
-resources should be processed with XML based tools to avoid problems with the
-generated files, the xmlcatalog command coming with libxml2 allows you to create
-catalogs, and add or remove rules at that time. Here is a complete example
-coming from the RPM for the XHTML1 DTDs post install script. While this example
-is platform and packaging specific, this can be useful as a an example in
-other contexts:</p>
-<pre>%post
-CATALOG=/usr/share/sgml/xhtml1/xmlcatalog
-#
-# Register it in the super catalog with the appropriate delegates
-#
-ROOTCATALOG=/etc/xml/catalog
-
-if [ ! -r $ROOTCATALOG ]
-then
- /usr/bin/xmlcatalog --noout --create $ROOTCATALOG
-fi
-
-if [ -w $ROOTCATALOG ]
-then
- /usr/bin/xmlcatalog --noout --add "delegatePublic" \
- "-//W3C//DTD XHTML 1.0" \
- "file://$CATALOG" $ROOTCATALOG
- /usr/bin/xmlcatalog --noout --add "delegateSystem" \
- "http://www.w3.org/TR/xhtml1/DTD" \
- "file://$CATALOG" $ROOTCATALOG
- /usr/bin/xmlcatalog --noout --add "delegateURI" \
- "http://www.w3.org/TR/xhtml1/DTD" \
- "file://$CATALOG" $ROOTCATALOG
-fi</pre>
-
-<p>The XHTML1 subcatalog is not created on-the-fly in that case, it is
-installed as part of the files of the packages. So the only work needed is to
-make sure the root catalog exists and register the delegate rules.</p>
-
-<p>Similarly, the script for the post-uninstall just remove the rules from the
-catalog:</p>
-<pre>%postun
-#
-# On removal, unregister the xmlcatalog from the supercatalog
-#
-if [ "$1" = 0 ]; then
- CATALOG=/usr/share/sgml/xhtml1/xmlcatalog
- ROOTCATALOG=/etc/xml/catalog
-
- if [ -w $ROOTCATALOG ]
- then
- /usr/bin/xmlcatalog --noout --del \
- "-//W3C//DTD XHTML 1.0" $ROOTCATALOG
- /usr/bin/xmlcatalog --noout --del \
- "http://www.w3.org/TR/xhtml1/DTD" $ROOTCATALOG
- /usr/bin/xmlcatalog --noout --del \
- "http://www.w3.org/TR/xhtml1/DTD" $ROOTCATALOG
- fi
-fi</pre>
-
-<p>Note the test against $1, this is needed to not remove the delegate rules
-in case of upgrade of the package.</p>
-
-<p>Following the set of guidelines and tips provided in this document should
-help deploy the XML resources in the GNOME framework without much pain and
-ensure a smooth evolution of the resource and instances.</p>
-
-<p><a href="mailto:veillard@redhat.com">Daniel Veillard</a></p>
-
-<p>$Id$</p>
-
-<p></p>
-</body>
-</html>