Reading/Web/PDF Functionality/de

Update September 2017
Unser aktueller Service zur Erzeugung von PDF-Dateien, der Offline Content Generator (OCG), kann nicht mehr gewartet werden. Verkürzt gesagt gibt er den Geist auf. Das Reading Team bei der Wikimedia Foundation arbeitet seit Monaten daran, den Service zu ersetzen. Ursprünglich von einem Dritten erstellt, wurde OCG auf veraltetem Code ausgeführt, der in der Zukunft Sicherheitslücken und andere große Probleme herbeiführen kann. In den letzten drei Monaten wurde auf der PDF-Erstellungsseite um Rückmeldung zu dem Prototyp für einen neuen PDF Rendering Service gebeten. Der neue Renderer soll gegenüber OCG verbesserte Funktionen haben – er wird in der Lage sein, Tabellen und Infoboxen zu drucken und das Design der PDFs wird zugunsten einer besseren Lesbarkeit optimiert. Wir haben viele gute Rückmeldungen zum Prototyp gesammelt und arbeiten daran, die erforderlichen Updates für unsere neuen PDFs zu machen.

Leider machen es große Probleme mit unserem alten Renderer (OCG) nötig, ihn schon jetzt als Option zur Erstellung von PDFs abzuschalten, noch bevor die notwendigen Updates für die Buchfunktion abgeschlossen sind. Das ist früher, als wir wollten. Zu dem Zeitpunkt, an dem OCG abgeschaltet wird, werden die Arbeiten für die Erstellung von einzelnen PDFs ("Als PDF herunterladen") abgeschlossen sein. Für das Erstellen von Büchern fehlen allerdings noch einige Funktionen, insbesondere die Gestaltung und das Inhaltsverzeichnis betreffend. Wir werden daran arbeiten, die Buchfunktion in den folgenden Monaten auszubauen und hoffen, sie in vollem Umfang im November-Dezember 2017 freizugeben.

Zeitplan:
 * Bereitstellung des PDF-Renderers mit vollem Funktionsumfang für einzelne Artikel (als PDF drucken) - 1. Oktober 2017
 * Release of OCG replacement for books – Oct 1, 2017
 * Sunsetting of OCG renderer – Oct 1, 2017
 * Release of full-featured books renderer – Nov–Dec, 2017

Functionality:

For a full list of current and upcoming functionality, see below.

In addition to this page being updated, this will be communicated in a banner on PDF creation page, in Tech News and on some Wikimedia mailing lists.

Introduction
Our current PDF rendering service, the offline content generator, is no-longer maintainable. Simply put, it's breaking down. Originally created by a third party, it currently runs on outdated code which may introduce security vulnerabilities and other major issues in the future. If we're to have the PDF functionality, we unfortunately have to replace it, or we might suddenly find ourselves in a situation where we'd have to take it down without having planned to do so.

Additionally, it does not support a number of rendering requests from the community, the main one being the ability to render tables. We have selected a new service, the electron rendering service, as a suitable replacement. Our next step is to duplicate the functionality provided by OCG using the electron rendering service. Below, we will describe the main portions of the functionality we have identified as necessary. We would like to invite conversation around what is missing or what is superfluous in the provided list. We would also like to highlight over our future plans for PDF rendering to gather initial feedback.

History

 * Rendering PDF articles and books from Wikipedia pages is handled by a service called OCG. When rendering "books" through the book creator, it uses OCG as embedded within the Collection extension. OCG has multiple issues, especially with tables.
 * Multiple issues with OCG are identified, including complaints from the community around OCG's inability to render tables.
 * Rendering of tables ranks as number 9 on the German-speaking Community Technical Wishlist.
 * Wikimedia Deutschland begins on working on a solution for rendering tables in PDF's, and introduces Electron. They do this planning to run it alongside OCG, not to replace it.
 * At the same time as Wikimedia Deutschland is working on the Electron service, the responsible maintainers of the OCG service at the Wikimedia Foundation come to the conclusion that OCG has to be replaced.
 * The WMF Reading Team takes over the responsibility for the long term maintenance of PDF rendering begins plans on implementing table rendering across all projects.
 * The Reading team launches a community consultation for gathering feedback on Electron.
 * The Reading Infrastructure and Web teams begin scoping the working necessary to port OCG functionality over to the Electron service.

Update After Consultation
We launched a consultation on the current implementation of the PDF renderer in early June, 2017. After reviewing the consultation responses, we have made the following observations:
 * A larger number of users preferred the single-column format over the double column format
 * Users which prefered the double-column format highlighted that their preference was based in the styling and look and feel of double columns. Some users also expressed concerns with font size and wasting paper when printing PDF's in the single-column option
 * The following feature requests were made:
 * Functional hyperlinks
 * Date and url, 'this page downloaded [date] from [URL]'
 * Customizable css for layout, title, TOC
 * Option for 2 column format
 * Include/exclude images versions
 * Modifiable margins
 * print by section - allows you to remove references, paragraphs you don’t want, index, etc
 * allowing configurable text size

Based on the feedback, we have incorporated the following into our new print styles:
 * hyperlinks
 * article information
 * smaller font and book-like styling

The remainder of the requests above will be postponed until the second iteration of the PDF renderer, in which we plan to build a settings mode that will allow for customization of the available options.

Proposal
The following is a proposal for the scope of functionality necessary for PDF rendering:
 * Individual articles will be rendered to PDF using the "Download as PDF" link in the sidebar
 * Multiple articles will be rendered to PDF using the Book Creator tool
 * All articles will contain attribution for text and images
 * All PDF's rendered will be able to print tables
 * Users will be able to customize the layout of their PDF (optional)

Design
The new PDF styles will be designed for increased readability. Based on community feedback and qualitative or quantitative testing, support for a 2-column layout may be built for the book creator and/or for individual PDFs.

Development and Deployment Roadmap
The following is a rough outline of the development and deployment roadmap. It is subject to change.
 * 1) April – May 2017:
 * 2) The Reading team builds back-end support for functionality identified above
 * 3) Communities are consulted on expanding or shrinking proposed functionality
 * 4) Qualitative test performed for styling
 * 5) June – July 2017:
 * 6) New styles implemented
 * 7) First iteration is launched along with OCG on all projects and performance is compared
 * 8) Iterations based on consultations and identified edge cases
 * 9) August 2017 – September 2017
 * 10) Additional changes made if necessary
 * 11) October 2017
 * 12) Second iteration launched without OCG on all projects

Current Functionality Requirements
The following is a list of the current requirements for PDF rendering for single-article PDF's and for books. The requirements different from the current implementation are displayed in bold.

Single Articles

 * A PDF for a single article will be created by selecting the "Download as PDF" link
 * Upon selecting "Download as PDF", the PDF file will be generated. To download the file, users will select the "Download the file link"
 * Each PDF file will contain the following:
 * Article title and text
 * Infobox(if any)
 * Tables (if any)
 * Single-column layout
 * Page number
 * All article images and captions
 * Links to pages linked from the article (blue links and external links)
 * Text and image sources, contributors, and licenses

Functionality available in October, 2017
Note: no changes will be made to the current book creator workflow at this time
 * User will launch the books creator by selecting "Create a book"
 * This will navigate to the current book creation page
 * To download a book, users will select the "download" link from the books page
 * Users may only download books in PDF format
 * Books will contain all elements from single article format as well as:
 * Book title page
 * The references for each article from the book will appear at the end of the article
 * Each article will begin on a new page
 * A single section for text and image sources, contributors, and licenses, that contains the collected contributions from all articles

Functionality available in November - December, 2017
Styles for books will be updated for improved readability __INDEX__ __NEWSECTIONLINK__
 * Books will contain a table of contents with page numbers
 * Selecting a section from the table of contents will navigate the user to the corresponding section within the book