Figure Metadata Extension

Figure Metadata Extension#

A Sphinx extension that provides an interface to add metadata to figures and display the metadata.

This extension enhances Sphinx’s figure directive with metadata support for:

Author: Image creator/author
License: Image license (validated)
Date: Creation date (YYYY-MM-DD format)
Copyright: Copyright holder
Source: Image source

Installation#

To install the Sphinx-Metadata-Figure extension, follow these steps:

Step 1: Install the Package

Install the Sphinx-Metadata-Figure package using pip:

pip install sphinx-metadata-figure

Step 2: Add to requirements.txt

Make sure that the package is included in your project’s requirements.txt to track the dependency:

sphinx-metadata-figure

Step 3: Enable in _config.yml

In your _config.yml file, add the extension to the list of Sphinx extra extensions:

sphinx: 
    extra_extensions:
        - sphinx_metadata_figure

Configuration#

This extension can be configured via the _config.yml file in your JupyterBook project (or similarly in conf.py for standard Sphinx projects).

The default configuration options are as follows:

sphinx:
  config:
    metadata_figure_settings:
      style: 
        placement: caption
        show: author,license,date,copyright,source
        admonition_title: Attribution
        admonition_class: attribution
      license:
        link_license: true
        strict_check: false
        summaries: true
        individual: false
        substitute_missing: false
        default_license: CC-BY
      author:
        substitute_missing: false
        default_author: config
      date:
        substitute_missing: false
        default_date: today
      copyright:
        substitute_missing: false
        default_copyright: authoryear
      source:
        warn_missing: false

Each of the level 1 keys in metadata_figure_settings must be a dictionary of key-value pairs. Each level 1 ley will be discussed next, including the options.

Style#

The style key contains options for how the metadata is displayed.

placement: Where to place the metadata. Options are
- caption: as text on a new line in the figure caption.
- admonition: in an admonition box below the figure caption.
- margin: in an admonition in the margin next to the figure.
- hide: The metadata is not added to the output, but is verified.
show: A comma-separated list of which metadata fields to show. Options that can be included are
- author
- license
- date
- copyright
- source
admonition_title: (English) title of the admonition box (if placement is admonition or margin). Will be translated if translations are available.
admonition_class: CSS class to apply to the admonition box.

The last two options are only relevant if placement is set to admonition or margin.

License#

The license key contains options for how to handle license metadata.

link_license: If true, the license name will be a hyperlink to the license text (if known).
strict_check: If true, an error will be generated for the first figure without license information or with an invalid license type.
summaries: If true, a short summary of all figures without a license or with an invalid license type will be shown during the build.
individual: If true, each figure with missing or invalid license information will generate a separate warning. Value is irrelevant if strict_check is true.
substitute_missing: If true, figures without license information will use the default_license value. No warning will be generated if this is set to true.
default_license: The default license to use if substitute_missing is true.

All licenses are validated against the following predefined list of valid license types:

Creative Commons: CC0, CC-BY, CC-BY-SA, CC-BY-NC, CC-BY-NC-SA, CC-BY-ND, CC-BY-NC-ND
Open Source: MIT, Apache-2.0, GPL-3.0, BSD-3-Clause
Other: Public Domain, Proprietary, All Rights Reserved

Author#

The author key contains options for how to handle author metadata.

substitute_missing: If true, figures without author information will use a value based on the default_author option.
default_author: The default author to use if substitute_missing is true. Options are:
- config: Use the author value from the Sphinx configuration.
- Any other string value will be used as the default author.

Date#

The date key contains options for how to handle date metadata.

substitute_missing: If true, figures without date information will use a value based on the default_date option.
default_date: The default date to use if substitute_missing is true. Options are:
- today: Use date at which the build is performed.
- Any other string value in YYYY-MM-DD format will be used as the default date.

Copyright#

The copyright key contains options for how to handle copyright metadata.

substitute_missing: If true, figures without copyright information will use a value based on the default_copyright option.
default_copyright: The default copyright to use if substitute_missing is true. Options are:
- authoryear: Use a string in the format Year Author. If the author is missing, only the year will be used. If the date is missing, only the author will be used. If both are missing, no copyright will be shown.
- config: Use the copyright value from the Sphinx configuration.
- authoryear-config: Use a string in the format Year Author as described above, but if both the author and date are missing, use the Sphinx configuration value instead.
- config-authoryear: Use the Sphinx configuration value, but if that is missing, use the Year Author format as described above.
- Any other string value will be used as the default copyright.

Source#

The source key contains options for how to handle source metadata.

warn_missing: If true, a warning will be generated for each figure without source information.

Usage#

The figure directive is extended with the following options to add metadata:

author:
- Optionally specify the author/creator of the image.
license:
- Specify the license type of the image. Must be one of the valid license types.
date:
- Optionally specify the creation date of the image in YYYY-MM-DD format.
copyright:
- Optionally specify a text with copyright information for the image.
source:
- Optionally specify the source of the image.
- This value can be:
  - a URL (starting with “http” or “https”)
  - a textual source description
  - a MarkDown link
placement:
- Optionally override the global placement setting for this figure only.
- Options are caption, admonition, or margin.
show:
- Optionally override the global show setting for this figure only.
- Comma-separated list of which metadata fields to show.
- Options are any combination of author, license, date, copyright and source.
admonition_title:
- Optionally override the global admonition_title setting for this figure only.
- Only relevant if placement is admonition or margin.
admonition_class:
- Optionally override the global admonition_class setting for this figure only.
- Only relevant if placement is admonition or margin.

Examples using default settings#

These examples assume that the config only has the default options.

Example 1: Complete Metadata#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata1
:width: 50%
:author: Veronica Comin
:date: 2024-11-13
:license: CC-BY
:source: [TeachBooks Logos and Visuals](https://github.com/TeachBooks/logos_and_visualisations)
:copyright: © TeachBooks 2024

The logo of TeachBooks.
```

Fig. 110 The logo of TeachBooks.
Author: Veronica Comin | License: CC-BY | Date: 2024-11-13 | Copyright: © TeachBooks 2024 | Source: TeachBooks Logos and Visuals#

Example 2: Minimal Metadata (only a license)#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata2
:width: 50%
:license: CC-BY

The logo of TeachBooks.
```

Fig. 111 The logo of TeachBooks.
License: CC-BY#

Example 3: Without License (generates a warning)#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata3
:width: 50%
:author: Veronica Comin
:date: 2024-11-13
:source: [TeachBooks Logos and Visuals](https://github.com/TeachBooks/logos_and_visualisations)
:copyright: © TeachBooks 2024

The logo of TeachBooks.
```

Example 4: Invalid License (generates a warning)#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata4
:width: 50%
:author: Veronica Comin
:date: 2024-11-13
:license: Unknown
:source: [TeachBooks Logos and Visuals](https://github.com/TeachBooks/logos_and_visualisations)
:copyright: © TeachBooks 2024

The logo of TeachBooks.
```

Example 5: Placement as an admonition below the caption#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata5
:width: 50%
:author: Veronica Comin
:date: 2024-11-13
:license: CC-BY
:source: [TeachBooks Logos and Visuals](https://github.com/TeachBooks/logos_and_visualisations)
:copyright: © TeachBooks 2024
:placement: admonition

The logo of TeachBooks.
```

Fig. 114 The logo of TeachBooks.#

Attribution

Example 6: Placement as an admonition in the margin#

```{figure} /images/TeachBooks_logo.svg
:name: tb_logo_metadata6
:width: 50%
:author: Veronica Comin
:date: 2024-11-13
:license: CC-BY
:source: [TeachBooks Logos and Visuals](https://github.com/TeachBooks/logos_and_visualisations)
:copyright: © TeachBooks 2024
:placement: margin

The logo of TeachBooks.
```