authoring

Project Handover - Authoring

Generate a complete authoring guide for content authors and content managers. This skill analyzes the project and produces actionable documentation.

When to Use This Skill

• Onboarding content authors to a new project
• Training content managers
• Project handover to client authoring team
• Creating author-focused documentation

---

Step 0: Navigate to Project Root and Verify Edge Delivery Services Project (CONDITIONAL)

Skip this step if allGuides flag is set (orchestrator already validated and navigated).

CRITICAL: If NOT skipped, you MUST execute the cd command. Do NOT use absolute paths — actually change directory.

ALL_GUIDES=$(cat .claude-plugin/project-config.json 2>/dev/null | grep -o '"allGuides"[[:space:]]*:[[:space:]]*true')
if [ -z "$ALL_GUIDES" ]; then
  # Navigate to git project root (works from any subdirectory)
  cd "$(git rev-parse --show-toplevel)"
  # Verify it's an Edge Delivery Services project
  ls scripts/aem.js
fi

IMPORTANT:

• You MUST run the cd command above using the Bash tool
• All subsequent steps operate from project root
• Do NOT use absolute paths to verify — actually navigate
• Guides will be created at project-root/project-guides/

If NOT skipped AND scripts/aem.js does NOT exist, respond:

"This skill is designed for AEM Edge Delivery Services projects. The current directory does not appear to be an Edge Delivery Services project (scripts/aem.js not found).

Please navigate to an Edge Delivery Services project and try again."

STOP if check fails. Otherwise proceed — you are now at project root.

---

Communication Guidelines

• NEVER use "EDS" as an acronym for Edge Delivery Services in any generated documentation or chat responses
• Always use the full name "Edge Delivery Services" or "AEM Edge Delivery Services"
• This applies to all output files (PDF, HTML, markdown) and all communication with the user

---

⚠️ CRITICAL PATH REQUIREMENT

YOU MUST SAVE THE FILE TO THIS EXACT PATH:

project-guides/AUTHOR-GUIDE.md

BEFORE WRITING ANY FILE:

1. First, create the directory: mkdir -p project-guides
2. Then write to: project-guides/AUTHOR-GUIDE.md

WHY THIS MATTERS: Files must be in project-guides/ for proper organization and PDF conversion.

❌ WRONG: AUTHOR-GUIDE.md (root) ❌ WRONG: docs/AUTHOR-GUIDE.md ❌ WRONG: /workspace/AUTHOR-GUIDE.md ✅ CORRECT: project-guides/AUTHOR-GUIDE.md

---

Output Format

MANDATORY OUTPUT: project-guides/AUTHOR-GUIDE.pdf

STRICTLY FORBIDDEN:

• ❌ Do NOT read or analyze fstab.yaml — it does NOT exist in most projects and does NOT show all sites
• ❌ Do NOT create .plain.html files
• ❌ Do NOT use convert_markdown_to_html tool — this converts the FULL guide to HTML with raw frontmatter visible, which is NOT what we want
• ❌ Do NOT tell user to "convert markdown to PDF manually"
• ❌ Do NOT save markdown to root directory or any path other than project-guides/
• ❌ Do NOT say "PDF will be generated later" or "at session end" — generate it NOW

REQUIRED WORKFLOW:

1. Run mkdir -p project-guides to ensure directory exists
2. Generate markdown content with YAML frontmatter (title, date)
3. Save to project-guides/AUTHOR-GUIDE.md (EXACT PATH - no exceptions)
4. IMMEDIATELY invoke PDF conversion (see Phase 5.2)
5. Clean up all source files (only PDF remains)
6. Final output: project-guides/AUTHOR-GUIDE.pdf

---

Execution Checklist

- [ ] Phase 1: Gather Project Information
- [ ] Phase 2: Analyze Content Structure
- [ ] Phase 3: Document Blocks and Templates
- [ ] Phase 4: Document Configuration Sheets
- [ ] Phase 5: Generate Professional PDF

---

Phase 0: Get Organization Name (Required First)

Whenever this skill runs — whether the user triggered it directly (e.g. "generate authoring guide") or via the handover flow — you must have the Config Service organization name before doing anything else. Do not skip this phase.

0.1 Check for Saved Organization

# Check if org name is already saved
cat .claude-plugin/project-config.json 2>/dev/null | grep -o '"org"[[:space:]]*:[[:space:]]*"[^"]*"' | head -1

0.2 Prompt for Organization Name (If Not Saved)

If no org name is saved, you MUST pause and ask the user directly:

"What is your Config Service organization name? This is the {org} part of your Edge Delivery Services URLs (e.g., https://main--site--{org}.aem.page). The org name may differ from your GitHub organization."

IMPORTANT RULES:

• DO NOT use AskUserQuestion with predefined options — ask as a plain text question
• Organization name is MANDATORY — do not offer a "skip" option
• Wait for user to type the org name before proceeding
• If user doesn't provide a valid org name, ask again

0.3 Save Organization Name

Once you have the org name (either from saved config or user input), save it for future use:

# Create config directory if needed
mkdir -p .claude-plugin
# Ensure .claude-plugin is in .gitignore (contains auth tokens)
grep -qxF '.claude-plugin/' .gitignore 2>/dev/null || echo '.claude-plugin/' >> .gitignore

# Save org name to config file (create or update)
if [ -f .claude-plugin/project-config.json ]; then
  cat .claude-plugin/project-config.json | sed 's/"org"[[:space:]]*:[[:space:]]*"[^"]*"/"org": "{ORG_NAME}"/' > /tmp/project-config.json && mv /tmp/project-config.json .claude-plugin/project-config.json
else
  echo '{"org": "{ORG_NAME}"}' > .claude-plugin/project-config.json
fi

Replace {ORG_NAME} with the actual organization name provided by the user.

---

Phase 1: Gather Project Information

1.1 Fetch Sites and Code Repo via Config Service API

⚠️ MANDATORY DATA SOURCE — NO ALTERNATIVES ALLOWED

You MUST call the Config Service API. This is the ONLY acceptable source for site information.

❌ PROHIBITED APPROACHES (will produce incorrect results):

• Analyzing fstab.yaml — does NOT show all sites in repoless setups
• Reading README.md — may be outdated or incomplete
• Inferring from codebase structure — misses CDN configs and additional sites
• Using git remote URLs — org name may differ from Config Service org
• Making assumptions based on project folder names

✅ REQUIRED: Execute and save response:

ORG=$(cat .claude-plugin/project-config.json | grep -o '"org"[[:space:]]*:[[:space:]]*"[^"]*"' | sed 's/"org"[[:space:]]*:[[:space:]]*"//' | sed 's/"$//')

# Save response to file - Phase 2 depends on this file
curl -s -H "Accept: application/json" "https://admin.hlx.page/config/${ORG}/sites.json" > .claude-plugin/sites-config.json

📁 REQUIRED ARTIFACT: .claude-plugin/sites-config.json

API Reference: https://www.aem.live/docs/admin.html#tag/siteConfig/operation/getConfigSites

---

The response is a JSON object with a sites array (each entry has a name field). Extract site names and construct per-site URLs:

• Preview: https://main--{site-name}--{org}.aem.page/
• Live: https://main--{site-name}--{org}.aem.live/

Multiple sites = repoless setup. Single site = standard setup.

Then fetch individual site config for code and content details:

AUTH_TOKEN=$(cat .claude-plugin/project-config.json | grep -o '"authToken"[[:space:]]*:[[:space:]]*"[^"]*"' | sed 's/"authToken"[[:space:]]*:[[:space:]]*"//' | sed 's/"$//')
curl -s -H "x-auth-token: ${AUTH_TOKEN}" "https://admin.hlx.page/config/${ORG}/sites/{site-name}.json"

Example response:

{
  "code": {
    "owner": "github-owner",
    "repo": "repo-name",
    "source": { "type": "github", "url": "https://github.com/owner/repo" }
  },
  "content": {
    "source": {
      "url": "https://content.da.live/org-name/site-name/",
      "type": "markup"
    },
    "contentBusId": "..."
  }
}

Extract from response:

• code.owner / code.repo — GitHub repository
• content.source.url — Content mountpath (e.g., https://content.da.live/org/site/)
• content.source.type — Content source type (markup, onedrive, google)

Build URLs from content source:

• DA URL: https://da.live/#/{org}/{site}/ (derived from content.source.url)
• Block Library: https://da.live/#/{org}/{site}/.da/library

⚠️ Do NOT use fstab.yaml — use Config Service API instead.

1.2 Check Multi-Language Support

# Check for language folders in content structure
ls -la /en /fr /de /es /it 2>/dev/null || echo "Check DA for language folders"

Output: Record whether project is multi-lingual and which languages are supported.

---

Phase 2: Analyze Content Structure

Read site config from Phase 1:

cat .claude-plugin/sites-config.json

2.1 Analyze Navigation and Footer

ls nav.md footer.md 2>/dev/null || echo "Nav/footer likely in DA"

Document: Navigation and footer location (DA path or local file), menu structure, mobile behavior.

2.2 Identify Page Templates

ls -la templates/ 2>/dev/null && ls templates/

If templates exist, document each: Template name, purpose, how to apply (metadata setting).

2.3 Section Styles (for guide)

grep -E "\.section\." styles/styles.css 2>/dev/null | head -15

Document available section styles (e.g. dark, highlight, narrow) for the "Available Section Styles" table in the guide.

---

Phase 3: Document Blocks and Templates

3.1 List and Analyze Blocks

ls blocks/

Run block analysis silently. For each block determine: purpose, variants (e.g. from CSS .blockname.variant), and when authors should use it. Document ALL blocks in the project so authors know what's available.

3.2 Document Templates

For each template identified in Phase 2.2, document: name, purpose, required metadata fields, and how to apply (template: name in Metadata block).

3.3 DA and Block Library paths

Get the content path from the Config Service site config (content source). Block Library URL is https://da.live/#/{content-owner}/{content-path}/.da/library — the path varies by project. Note which blocks/templates appear in the library.

---

Phase 4: Document Configuration Sheets

4.1 Placeholders

Location: /placeholders in DA (or /placeholders.xlsx)

ls placeholders.json 2>/dev/null

Document:

Field	Description
Location	Where to find placeholders in DA
Languages	Which language sheets exist (en, fr, etc.)
Key strings	Important placeholders authors might need to update

4.2 Redirects

Location: /redirects in DA (or /redirects.xlsx)

ls redirects.json 2>/dev/null

Document:

Field	Description
Location	Where to find redirects in DA
Format	Source column → Destination column
When to use	URL changes, deleted pages, renamed pages

4.3 Bulk Metadata

Location: /metadata in DA (or /metadata.xlsx)

ls metadata.json 2>/dev/null

Document:

Field	Description
Location	Where to find bulk metadata in DA
Patterns	URL patterns used (e.g., /news/*)
Properties	Which metadata properties are set in bulk

4.4 Other Configuration Sheets

Check for project-specific configuration sheets:

# Look for other Excel/JSON config files
ls -la *.xlsx *.json 2>/dev/null | grep -v package

---

Phase 5: Generate Author Guide

5.1 Output File: project-guides/AUTHOR-GUIDE.md

# [Project Name] - Author Guide

## Quick Reference

| Resource | URL |
|----------|-----|
| Document Authoring | https://da.live/#/{content-owner}/{content-path}/ |
| Preview (per site) | https://main--{site}--{org}.aem.page/ |
| Live (per site) | https://main--{site}--{org}.aem.live/ |
| Block Library | https://da.live/#/{content-owner}/{content-path}/.da/library |
| Bulk Operations | https://da.live/apps/bulk |

(**Content path** comes from the Config Service site config — e.g. content source like `content.da.live/org/site/` → use `org/site` for the path after `#/`. This can differ per project; do not use code.owner/code.repo unless the API explicitly maps them.)

### Sites

| Site | Content Source (DA) | Preview | Live |
|------|---------------------|---------|------|
| {site1} | [from site config] | https://main--{site1}--{org}.aem.page/ | https://main--{site1}--{org}.aem.live/ |

(One row per site from Config Service. **Content Source (DA)** is the content path for that site — use it to build DA and Block Library URLs: `https://da.live/#/{path-from-content-source}/` and `.../.da/library`. Path format varies by project, e.g. `audemars-piguet/arbres-fondationsaudemarspiguet`.)

## Getting Started

### Access Requirements
- [ ] DA access (request from admin)
- [ ] Preview/publish permissions

### Your First Page
1. Go to DA: [link]
2. Navigate to the correct folder
3. Create new document
4. Use blocks from Library sidebar
5. Add Metadata block at bottom
6. Preview → Publish

## Content Organization

### Site Structure
[Describe the folder structure in DA]

### Languages
[List supported languages if multi-lingual]

## Block Library

The **Block Library** is the sidebar in Document Authoring where you browse and insert blocks and templates into your document.

| What | Details |
|------|---------|
| **Open in DA** | Use the Library icon in the DA editor sidebar, or go directly to the Block Library URL (from Config Service content path for this project): `https://da.live/#/{content-owner}/{content-path}/.da/library` |
| **What's in it** | All blocks and templates listed in the "Available Blocks" and "Page Templates" sections below appear in the library |
| **How to use** | Click a block or template in the library to insert it at the cursor position in your document |

When creating or editing a page, use the Library sidebar to add blocks instead of typing block names manually.

## Available Blocks

| Block | Purpose | Variants | Usage |
|-------|---------|----------|-------|
| [name] | [what it's for] | [variant1, variant2] | [when to use] |

[Generate table rows for all blocks]

## Page Templates

| Template | Purpose | Required Metadata | How to Apply |
|----------|---------|-------------------|--------------|
| [name] | [what type of pages] | [key fields] | `template: [name]` in Metadata |

[Generate table rows for all templates]

## Configuration Sheets

| Sheet | Location | Purpose | When to Update |
|-------|----------|---------|----------------|
| Placeholders | `/placeholders` | Reusable text strings, translations | Changing labels, button text |
| Redirects | `/redirects` | Forward old URLs to new URLs | After deleting/moving pages |
| Bulk Metadata | `/metadata` | Apply metadata to multiple pages | Setting defaults by folder |

## Publishing Workflow

| Environment | Domain | Purpose |
|-------------|--------|---------|
| Preview | `.aem.page` | Test changes before going live |
| Live | `.aem.live` | Production site |

**Workflow:** Edit in DA → Preview → Publish → Live immediately

**Bulk:** https://da.live/apps/bulk

## Common Tasks

| Task | Steps |
|------|-------|
| **Create a Page** | Navigate to folder → New → Document → Add content → Add Metadata → Preview → Publish |
| **Edit a Page** | Open in DA → Make changes → Preview → Publish |
| **Delete a Page** | Add redirect first → Delete document → Publish redirects |
| **Update Navigation** | Edit `/nav` document → Preview → Publish |
| **Update Footer** | Edit `/footer` document → Preview → Publish |

## Sections and Section Metadata

**Sections** group content together. Create sections with horizontal rules (`---`).

**Add styles** with Section Metadata block at end of section:

| Section Metadata |        |
|------------------|--------|
| style            | [style-name] |

**Available Section Styles:**

| Style | Effect |
|-------|--------|
| [List project-specific styles in table format] |

## Page Metadata

| Property | Required | Purpose | Example |
|----------|----------|---------|---------|
| `title` | Yes | Page title for SEO | "About Us" |
| `description` | Yes | SEO description | "Learn about..." |
| `image` | No | Social sharing image | /images/og.jpg |
| `template` | No | Apply page template | project-article |
| [Add project-specific fields] |

## Images and Media

| Method | How |
|--------|-----|
| Drag & drop | Drag images directly into DA editor |
| AEM Assets | Use Assets sidebar in DA |

**Best Practices:** Descriptive filenames, always add alt text, images auto-optimized

## Troubleshooting

| Issue | Solution |
|-------|----------|
| Page not updating after publish | Wait 1-2 min for cache, hard refresh (Cmd+Shift+R) |
| Block not displaying correctly | Check structure matches expected format, verify variant spelling |
| Images not showing | Verify image uploaded to DA, check path is correct |
| Wrong template styling | Check `template` value in Metadata, ensure it matches template name exactly |

## Resources

| Resource | URL |
|----------|-----|
| DA Documentation | https://docs.da.live/ |
| Authoring Guide | https://www.aem.live/docs/authoring |
| Placeholders Docs | https://www.aem.live/docs/placeholders |
| Redirects Docs | https://www.aem.live/docs/redirects |

## Support Contacts

[Add project-specific contacts]

5.2 Convert to Professional PDF (MANDATORY)

THIS STEP IS NOT OPTIONAL. YOU MUST GENERATE THE PDF NOW.

1. Save markdown to: project-guides/AUTHOR-GUIDE.md

   • File MUST start with YAML frontmatter:

     ---
     title: "[Project Name] - Author Guide"
     date: "[Full Date - e.g., February 17, 2026]"
     ---
     

   • Date format: Always use full date with day, month, and year (e.g., "February 17, 2026"), NOT just month and year

2. IMMEDIATELY after saving the markdown, invoke the PDF conversion skill:

   Skill({ skill: "project-management:whitepaper", args: "project-guides/AUTHOR-GUIDE.md project-guides/AUTHOR-GUIDE.pdf" })
   

3. Wait for PDF generation to complete (whitepaper skill auto-cleans source files)

DO NOT:

• Skip the PDF conversion step
• Tell user "PDF will be generated later" — generate it NOW

5.3 Deliver to User

After PDF is generated, inform the user:

"✓ Author guide complete: project-guides/AUTHOR-GUIDE.pdf"

---

Output

FINAL OUTPUT: project-guides/AUTHOR-GUIDE.pdf

All source files (.md, .html, .plain.html) are deleted after PDF generation. Only the PDF remains.

Location: project-guides/ folder

---

Success Criteria

Data Source Validation (CRITICAL):

• Config Service API was called (https://admin.hlx.page/config/{ORG}/sites.json)
• Site list came from API response, NOT from fstab.yaml or codebase analysis
• DA/Block Library URLs derived from Config Service content source, NOT assumed from code.owner/repo

Content Validation:

• Quick Reference table with all project URLs
• All blocks documented in table format
• All templates documented with required metadata
• Configuration sheets documented
• Publishing workflow explained
• Common tasks documented
• Section/page metadata options listed
• Troubleshooting included

Output Validation:

• PDF generated successfully
• All source files cleaned up (only PDF remains)

---

Tips for Clear Documentation

1. Use tables for compact reference information
2. Keep language simple - avoid technical jargon
3. Use examples from actual project content
4. Test procedures before documenting them