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Technical Report system?

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1:09 am
March 30, 2010


Luke Maurits

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Post edited 2:20 am – March 30, 2010 by Luke Maurits


This is something I have been thinking about for a while, but never bought up on the forums:

I think it would make a lot of sense for us to having some sort of Technical Report system: a system for naming, storing and categorising reports written by our community on technical matters. These would have reference numbers like CTR-001 or something (CTR = CSTART Technical Report). These could be used to contain things like, e.g. the orbit simulations I did a long, long time ago, which are too complicated to really put in a Wiki page. Pages in the Wiki, especially those associated with the Engineering Process, could make reference to these. E.g. when describing the various options available for solving a particular Design Task, it would be great to be able to say "If we take this approach, then the maximum acceleration experienced during reentry will be 4.8 gs – see CTR-042 for details", where CTR-042 would contain all the details of and output from a computer simulation or the like.

I think a system like this will be pretty much necessary for the Engineering Process as currently envisaged to work. Not only that, but writing these documents would be something we could start on now which (i) can be quite useful – if CSTART achieves nothing else in its life but generating a large database of good quality, CC licensed reports on aspects of spaceflight, that would still be a pretty awesome achievement; (ii) can be made ITAR free. If when we write these reports we only make reference to publications which are general knowledge or are in the public domain (as defined by ITAR), and do not expand upon this knowledge, then the reports should be ITAR free as well; (iii) gives us something to do newcomers: everytime someone with an engineering degree or the like comes along, we can point them to the archive of Technical Reports and say "Write some more of these, and/or expand and correct the existing ones!", and this is a substantial, well-defined task they can get to work on if they are interested.

This would also help a lot with copyright issues. Recall that I recently found some very awesome articles on using ballutes for reentry on lunar return trajectories, and posted them to the forums, but people couldn't see them because they were behind a copyright barrier that you could only pass by using a computer at a subscribed university. For CSTART to redistribute those files would constitute copyright violation, but for one of us to write a report summarising the details of those papers, with references, and publish that report under a CC licsense would be entirely Kosher.

I would be happy to start a bunch of these reports in the nearish future. I just borrowed some very handy books from my university library ("Space Vehicle Design" by Michael Griffin and James French and "Spacecraft Navitation and Guidance" by Maxwell Norton. Condensing relevant parts of these books into technical reports is a good way to legally share the knowledge around.

Do people think this is a good idea? If so I guess we should figure out some basic guidelines for this. Storing the reports in the Mercurial repository seems like a no-brainer. Once we have decided on things like a numbering scheme, etc., we could make a nice LaTeX template for reports, like the one Denis made for the OHKLA Overview Document.

EDIT: If we do follow this path, it would be a great idea to find or write some software to let us manage the documents very nicely, e.g. categorisation, tagging, full-text search, etc, etc.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

8:15 am
March 30, 2010


brmj

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I think this is an excellent idea.

LaTeX would certainly make this look nice, but it is quite the barrier to entry for people who have never used it before. We will want to be sure to suggest tools such as Lyx for people who don't already know LaTeX.

I am opposed to an elaborate numbering system because of the confusion it could cause people getting involved in this efforst, as well as because most elaborate schemes we might devise are likely to not fit in all cases anyway.

The point about the software is a good one. There ought to be software that does this excellently already out there.

I think we will want to focus on making the requirements for these minimal in areas irrelivant to the actual purpose of the documents. I want this to feel like a reasonably nice and easy way to ontribute knowledge and information, rather than a big, nasty peice of paperwork. I think that a template will go a long way towards giving these a consistent look and keeping them usable while keeping them easy to create.

Main work groups: Propulsion (booster), Spacecraft Engineering, Computer Systems, Navigation and Guidance (software)

4:38 pm
March 30, 2010


Luke Maurits

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I agree that the LaTeX barrier to entry is probably a problem.  It's a shame there's just no other way to get documents looking quite so nice (also, the excellent maths support will be pretty much essential).  I've never actually used Lyx, I've always assumed it wouldn't quite work right (the same way that WYSIWYG website creators always produce horrendous HTML code), but I guess I should look into it.  Maybe we could adopt a policy where technical reports are started as Wiki pages (which is about as accessible as possible) and then get translated into LaTeX by someone with the skills once the report is finished?  This would also allow people to work on reports incrementally without having to master Mercurial first.

With regards to the numbering schemes, I agree that we don't want anything confusing, but I feel like we need something to make it easy to reference them.  Surely CTR-x, where x is simply a zero-padded number which is incremented for each report is acceptable?  This is basically the same system used for internet RFCs, as far as I know.

I agree on the minimal requirements.  Writing one of these should be inviting, not formidable.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

8:11 pm
March 30, 2010


brmj

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I agree that the LaTeX barrier to entry is probably a problem.  It's a
shame there's just no other way to get documents looking quite so nice
(also, the excellent maths support will be pretty much essential). 
I've never actually used Lyx, I've always assumed it wouldn't quite
work right (the same way that WYSIWYG website creators always produce
horrendous HTML code), but I guess I should look into it.  Maybe we
could adopt a policy where technical reports are started as Wiki pages
(which is about as accessible as possible) and then get translated into
LaTeX by someone with the skills once the report is finished?  This
would also allow people to work on reports incrementally without having
to master Mercurial first.

I've played around with lyx a little, but not much and not recently. If I remember correctly, the results are decent, but not as nice as one can get doing it by hand. It's also got a bit of a learning curve to it for someone used to a word processor, so it might just be shifting the problem.

I'm not sure what I think of the wiki suggestion. It would certainly solve the entry barier probem, and you can put nicely formated eqautions in a wiki page without dificulty, but my gut feeling is that the translation to LaTeX might not often get done in practice, or at the least would end up feeling like a chore. Good point on Mercurial, also. I wonder if there are any good Mercurial GUIs for novice users.

With regards to the numbering schemes, I agree that we don't want anything confusing, but I feel like we need something
to make it easy to reference them.  Surely CTR-x, where x is simply a
zero-padded number which is incremented for each report is acceptable? 
This is basically the same system used for internet RFCs, as far as I
know.

I think you misjudged my intent. CTR-x style numbering would be great. I was more stating my objection to more complex systems that might try to designate topic, workgroup, aplicable project(s), or anything of that nature. Maybe this was obvious enough that I shouldn't have mentioned it in the first place.

Main work groups: Propulsion (booster), Spacecraft Engineering, Computer Systems, Navigation and Guidance (software)

9:06 pm
March 30, 2010


Luke Maurits

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brmj said:

I think you misjudged my intent. CTR-x style numbering would be great. I was more stating my objection to more complex systems that might try to designate topic, workgroup, aplicable project(s), or anything of that nature. Maybe this was obvious enough that I shouldn't have mentioned it in the first place.


 

Aah, gotcha.  I agree that we should avoid anything really complicated like that.  If a technical report is applicable only to a particular project, then that can be made adequately clear in the title and/or abstract.  I think a lot of the early reports could/should be quite general purpose, anyway.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

1:16 am
April 1, 2010


rpulkrabek

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I like this number system, but, is there a way we can use it to include all files, or only for technical reports? I would personally like to see a system that incorporates all types a files. For example, it would be nice to have CAD models (parts, assemblies, drawings) to have a numbering system to make things organized. This makes it easier for things such as a bill of materials.

Of course we wouldn't want to make it too complex where the user would need to be trained to understand the number system. Maybe something that is self explanatory would work.

tech_rep-0001

doc-0001

part-0001

assembly-0001

drw-0001

Or, is there a better method?

1:20 am
April 1, 2010


rpulkrabek

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On a similar topic, when using a number system, it is difficult to understand what the document is. I have brought this up before, but don't know how to act on it. Where I work, we use a PDM (product data management) system that we use to navigate our files. So, in one column we have the document ID and then in the next column we have a description of what the document is (as well as many other necessary data we need). How do we have an open source implementation of that? Does google code have something to help us out in this situation?

4:24 pm
April 1, 2010


Rocket-To-The-Moon

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How about having a hierarchical numbering system where it is something like CTR xxx.yyy where xxx is the series (001=RCS subsystem, 002=parachute…) and yyy is the report number (456=cost analysis). CTR 001.456 would be a cost analysis report on the RCS subsystem. I don't think that it is necessary for the report number to actually mean anything, it is simply a numerical designator, 456 for RCS is a different topic from 456 for the parachute system.

Main Workgroups: Propulsion & Spacecraft Engineering

7:22 am
April 2, 2010


Luke Maurits

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Personally, I am not super keen on a hierarchical numbering system, mostly because it feels like the complexity:benefit ratio is too high.  It introduces the need to look up what the first part of a new report's number should be in some big table, the need for someone to maintain that table (how do we decide when to create a new topic?), etc.  All of this would be okay if it solved some massive problem, but I don't see that it buys us anything we couldn't already get out of a simple tagging system.

Also, I feel like we should try not to let the technical report system get too heavily tied to particular projects.  I think it would be useful to have quite general documents (like "An Overview of Atmospheric Reentry", say, something I would like to write soon), and for people to be able to use technical reports as part of project proposals (like "A Basic Feasability Analysis of Using Rockoons for Orbital Insertion").  This kind of open-endedness is probably incompatible with any numbering scheme, or at least any numbering scheme of practical value.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

2:06 am
April 3, 2010


rpulkrabek

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This is fine with me, as far as the technical reports go. My only concern is then what to do with the other documents. I mostly see a concern with the components we create and how to keep the organized as far as revisions and variants and the bill of materials go. How do we proceed with this if we don't adopt some sort of numbering scheme?

2:39 am
April 3, 2010


Rizwan

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Also to make it more accessible to users can we do the same thing on the forum itself? We have a good tagging system in the forum software and also a good search feature. This could be good for generic topics, not sure about complex technical reports which require mathematical expressions.

Merits

- Easily accessible, any can create/comment/edit the topics

- Already a system in place. We can get this up and running in less than 10 minutes.

- Tagging system and search features to help find stuff.

 

Demerits

- Can't be used for technical reports.

 

11:58 pm
April 3, 2010


Luke Maurits

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brmj said:

my gut feeling is that the translation to LaTeX might not often get done in practice, or at the least would end up feeling like a chore.


 

I wonder about the extent to which this could be automated…

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

5:24 pm
April 6, 2010


antinode

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Post edited 5:24 pm – April 6, 2010 by antinode


There is no reason to not have the best aspects of both a wiki and of LaTeX. WikiMedia supports TeX which is capable of displaying formulas as plain text, an image, SVG, or MathML for browsers that support it. There are scripts available to automatically convert these pages to LaTeX, PDF, etc, if the user prefers an offline format. Requiring people to download and learn to use Mercurial to check out a file, and download and learn LaTeX editting software to edit it, is way too much of an entry barrier. You want a system that is accesible to everyone, not something only pros can use. A wiki would control versioning (negating the need for Mercurial), provide accessible display from the web browser that people are used to, and support linking between documents.

6:23 pm
April 6, 2010


brmj

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That's actually a very, very good point. Also, the "catagories" sysem in a wiki also could be used to implement the equivelent of tagging by topic or revlivance, which is another point in favor of a wiki. It's starting to look like a pretty good way of doing this.

We'd want to create a nice template to make sure there is a unified, readable and apealing look and feel for these pages, but that shouldn't be too much of a challenge.

Main work groups: Propulsion (booster), Spacecraft Engineering, Computer Systems, Navigation and Guidance (software)

9:21 pm
April 6, 2010


Luke Maurits

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Okay, after this exchange I am now pretty strongly in favour of using the wiki to implement the Tech Report system.  Conversion to LaTeX and pdf can be handled by scripts as we deem necessary.

brmj, what did you have in mind with regards to a template?  Beyond absolute basics, like Title, Author and Abstract, do we want to enforce any other structure?  Thinking about it, maybe we should leave Author out, since it's a wiki and is likely to be edited by a host of people.

I am quite keen to start on a few of these soon, so would be happy to see the templating issue sorted out ASAP.  Or should I just go ahead with the first report and we can beat it into template form as we go?

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

11:38 pm
April 6, 2010


Luke Maurits

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What do people think of this skeleton report?  Any guidelines we want to implement for reports can be discussed in the general Technical Report System page linked to in the info box at the top.  Thoughts?

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

2:24 pm
April 7, 2010


antinode

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That's a good standard wiki template that'll work fine. I would reconsider calling them Technical Reports and the arbitrary numbers at the end of the title. What's wrong with just making the title "Atmospheric Entry"?

7:28 pm
April 7, 2010


Luke Maurits

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The motivation behind numbering the reports is to make them easy to reference.  It's really handy to be able to tell someone "check out CTR 0042, it's got lots of good info relevant to your current problem", more so than "Oh, gee, there's a tech report about that somewhere, umm, it's called…something something atmospheric something?  I think?".  A numbering system makes referencing easy, and stops you having to remember complicated URLs (since they are all based on the same general template).  This is all very similar to how the RFC system for internet protocols works, where it seems to have worked quite well.

I worry that if these documents do not have a numbering scheme or even a blanket term like "technical report" we will just end up with a huge blob of arbitrarily named entries – it will more or less be like a parallel Wikipedia.  This will make it very hard to know what is out there.  With the current scheme, I dare say a central index of all the tech reports could be maintained automatically by a script.  Every half an hour it can just check the page CSTART Technical Report n+1, where n is the number of reports it currently knows about.  If there's nothing there, it goes back to sleep, if there is something there, it updates an index page.  The script could know the title of the report by looking at the first h1 header in the wiki source.  Very tidy.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

9:58 pm
April 7, 2010


antinode

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Post edited 10:02 pm – April 7, 2010 by antinode


When you want to refer someone to information on re-entry, you really think the arbitrary "CTR 0042" will be easier to remember than "Atmospheric Entry"? While it may be easier to reference and type, that's all it will do. It's not like you (and everyone else) are going to remember every report number off the top of their head. It adds an unneeded layer of abstraction.

I see no problem with a traditional wiki structure. How is Wikipedia more of a "huge blob of arbitrarily named entries" than the flat list of arbitrarily named documents that you're proposing? If anything, a traditional wiki structure with categories and portals is MORE accessible. It really comes down to being accessible and simple to navigate for anyone who comes across it, which a traditional technical report system is not.

As for what to call it, I do agree it needs to be called something, I just don't feel that "technical report" is the best term. A technical report is traditionally static text, and possibly static images. You have the possibility for more here though — animated diagrams, videos, audio, simple interactive simulations. I'd like to see this more as a very technical wiki where new information is added to the relevant section, more than a bunch of stand-alone technical documents.

EDIT: This forum is terrible with keeping a uniform font size in posts. Every time I make a post I have to go back and edit the HTML.

10:55 pm
April 7, 2010


Luke Maurits

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You raise some valid points.  Obviously I don't expect everybody to memorise every tech report number, but I imagine the more important / better quality reports would quickly get memorised by the serious members of CSTART – the same way really good sysadmins or network programmers have memorised a lot of the core RFCs.

The technical Wiki you propose actually has been discussed before, a long time ago, let me see if I can find the thread…here it is.  For some reason it does not seem to have received much attention, although now that I think about it, I did create this article in a Wikipediaesque spirit.

I am willing to consider forgoing the tech report system in favour of basically an aerospace/astronautics focused encyclopedia implemented within our Wiki (perhaps in its own Namespace or something?).  What do other people think of this idea?  We should consider the pros and cons and get people's opinions.

In the interim, I think I'll start work on the atmospheric entry article today at its current location just because I'm itching to start, but we can just rename the page later on if we decide to go with some other scheme, it's no biggie.

Main CLLARE workgroups: Mission Planning, Navigation and Guidance. I do maths, physics, C, Python and Java.

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