Handbook Editing

Ensuring this handbook is updated to reflect current practices is included within the Process and Strategy (PAS) Crew responsibilities.

If there are changes you think need to be made, please reach out to the PAS Crew. If you would like to contribute to the work of updating the handbook, please opt-in to participating on the PAS Crew when you have capacity to do so.

The following guidelines assume you are familar with the process of finding relevant documentation for a range of general tools and processes (see the list of ‘further resources’).

If you would like to contribute and are not yet comfortable with any of the relevant tools and processes, please ask to collaborate on changes and/or request support in your approach to learning how to make changes.

Updating content in the Brassica Handbook:

Clone the repository

If you’ve not yet done so:

  1. Open a terminal and navigate to a location on your device where you want to store a copy of this Handbook (e.g.,cd dev) and create an approriatly named directory (e.g., mkdir brassica-collective)
  2. Retrieve a copy (clone) of the entire handbook repository from the hosted location via URL (e.g. git clone https://github.com/brassica-collective/handbook)

Check out a branch for your changes:

  1. Navigate to the location of the cloned handbook repository on your device (e.g., cd /dev/brassica-collective/handbook)
  2. Check status (e.g. git status or gst)
  3. Check for any updates (git pull)
  4. Check-out relevant branch :
    • Check for list of existing branches (git branch) - if available, switch to the relevant branch (git checkout [branch name]) and check for updates (git pull).
    • If you don’t have an existing branch, create one (git branch [branch name]), and publish it (git push -u origin [branch name])
  5. Open the branch in the code-editor of your choice (e.g.,code .)

Try to focus on one major change at a time. For each major change, the process is open/create files; edit & preview (until the major change is working), then commit before moving to the next major change.

Open or create the document needing an update:

In your code-editor:

  1. Open the file navigation pane
  2. Open the markdown (.md) file you want to update
  3. If needed create the file in the relevant folders with appropriate names (all lowercase and using underscores between words, e.g., conduct_agreement.md)

Edit Markdown documents

  1. Add/edit the navigation information of title; slug; type; prev; next; etc., (at the top of the file between two sets of three dashes ) For example, if you view the markdown for this file, it starts with
---
title: Handbook Editing
slug: handbook_editing
type: docs
prev: assembly_facilitation
next: handbook
weight: 4
sidebar:
open: true
---
  1. Add/edit the file content (using Markdown syntax)

Preview changes

Preview changes in the front-end (editing the files as above to fix any broken dependencies)

  1. Open a new terminal tab and run the hugo server command, this will provide a localhost address
  2. Open the localhost address and navigate to with the relevant section of the website
  3. Check this preview of the website for any broken links, navigation errors, formatting errors, etc.,

Review other files for consistency

  1. Update the _index.md file in the appropriate folders.
  2. Check dependencies in the navigation information of other files

Commit changes

In the main terminal window:

  1. check the status of the changes you have made to the branch (git status),
  2. stage your changes (git add .), and
  3. commit your changes with a descriptive message about the major thing you changed (git commit -m [message])

Share updates

  1. check for any updates by others on the same branch (git pull)
  2. push your updates to the remote branch (git push)

Create a pull-request

When you have finished making all changes, create a pull-request in github (so that your changes can be merged into the main branch and deployed):

  1. Select the ‘compare and pull request’ option for your branch
  2. Add a title and description for your request
  3. Select ‘pull request’ (request review)

Review changes and merge pull-request

If you were asked to review the changes proposed by someone else:

  1. review and comment on changes and/or
  2. merge the changes into the main branch
  3. delete the branch (both on the repository when prompted, and on your local device (e.g. git switch main then git branch -d [branch name]))

Further Resources:

For updating content, background knowledge to learn if not already known includes:

For contributing to the design and maintenance, additional tools and processes include: