ytdl-sub/docs/source/guides/getting_started/index.rst
Ross Patterson e1f81e5274
[DOCS] Add Architecture section and Quick Start (#1287)
* docs(config): Clarify preset ordering priority

Refs #1276

* docs(architecture): WIP Narrative how it works

Much of this is repetition of the reference docs and some of the changes here should
also be applied here. The goal is to repeat here the parts of the reference docs that
may hang up a user when reading "Getting Started" without sending them off to get lost
in the weeds of the reference docs.

Note that this references a `Quick Start` document which is just an empty placeholder
and is to be written in a subsequent change.

Fixes #1279

* docs(terms): Glossary redundant with architecture

Now that the introduction includes an architectural overview, that section introduces
new users to necessary concepts and associated terminology and makes the terminology
section redundant in that part of the docs.

* docs(quick): Add a rote quick start guide

This is what I came up with when I tried to write instructions requiring as little
understanding as possible. Doing so really did reinforce my impression that this just
shouldn't be done, that significant understanding is required for *any* use of ytdl-sub
and even offering a quick start may be irresponsible. I'm still on the fence, thoughts?

That said, I also think I got some good explanations out of this and a better
understanding of what the next bits of the Getting Started should be. This Quick Start
is currently redundant with other parts of the Getting Started pages. I suspect that
I'll end up repeating and/or reorganizing parts of this Quick Start into the next bits
of the Getting Started. To that end I might argue that this change is a WIP and that
merging should wait. But I could also argue that this is an incremental improvement and
can be merged before that other work. Your call.

* docs(start): Various rST/Sphinx markup issues
2025-08-19 00:38:39 -07:00

135 lines
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ReStructuredText

Getting Started
===============
Prerequisite Knowledge
----------------------
Using ``ytdl-sub`` requires some technical knowledge. You must be able to:
- do `basic CLI shell navigation`_
- read and write `YAML text files`_
If you plan on using a :ref:`Docker headless image variant
<guides/install/docker:headless image>` of ``ytdl-sub``, you can:
- use ``$ nano /config/...`` to edit configuration files inside the container
- or bind mount ``/config/`` as a Docker volume and use the editor of your choice from
the host
Soon, it's time to start configuring ``ytdl-sub``. We provide a :doc:`./quick_start`
with rigid, rote instructions on how to get a minimal configuration up and running, but
if that serves all your needs, then you're probably better off with :ref:`one of the
more user-friendly yt-dlp wrappers available <introduction:motivation>`. As a lower
level tool with no GUI, most ``ytdl-sub`` users will need to understand at least some of
how ``ytdl-sub`` works, how it "thinks". So before you start configuring ``ytdl-sub``,
`read on <architecture>`_ to learn how ``ytdl-sub`` works.
.. _`basic CLI shell navigation`:
https://developer.mozilla.org/en-US/docs/Learn_web_development/Getting_started/Environment_setup/Command_line
.. _`YAML text files`: http://thomasloven.com/blog/2018/08/YAML-For-Nonprogrammers/
Architecture
------------
For most users, ``ytdl-sub`` works as follows:
Subscriptions use presets
^^^^^^^^^^^^^^^^^^^^^^^^^
Run ``$ ytdl-sub sub`` to read :doc:`a subscription file <./first_sub>` that defines
what subscriptions to download and place into your media library. Each subscription
selects which :doc:`presets <../../prebuilt_presets/index>` to apply. Those presets
configure how each subscription is downloaded and placed in the media library.
Presets configure plugins
^^^^^^^^^^^^^^^^^^^^^^^^^
:doc:`A preset <../../prebuilt_presets/index>` is effectively a set of plugin
configurations. Specifically, a preset consists of:
- base presets that it inherits from and extends
- plugin configurations
When a preset has multiple base presets and more than one of those base presets
configures the same keys for a plugin, the later/lower base preset overrides the plugin
key configurations of earlier/higher base presets. Similarly, when the preset configures
the same keys for a plugin that one of its base plugins configures, the preset
configuration overrides the base presets.
Plugins do the work
^^^^^^^^^^^^^^^^^^^
``ytdl-sub`` applies the plugins that the presets configure when it downloads a
subscription. :doc:`The plugins <../../config_reference/plugins>` control how to run
``yt-dlp``, which media in the subscription to download, how to collect and format
metadata for those media, and how to place the resulting files into your media library,
and more.
Presets and subscriptions accept overrides
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Presets accept override keys and values and the preset uses those overrides to modify
their plugin configurations. Similarly, individual subscriptions can supply overrides of
their presets for just that subscription.
Subscriptions are grouped by indentation
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Most subscriptions have more in common with each other than not. Thus, defining the presets
and overrides for each subscription would result in mostly repetition and would multiply
the burden of management for the user. The more subscriptions the more work.
To avoid this redundant work, and so that the subscription configurations describe the
intent of the user, subscriptions are nested/indented under parent/ancestor keys that
define their shared configuration. To support this, ``ytdl-sub`` uses special handling
of the ancestor YAML keys above each subscription. A subscription is the most
nested/indented/descendant key that specifies the URLs for that subscription. The
ancestor keys above that subscription describe the shared presets of that subscription
and all the other descendant subscriptions under them.
Genres are also more often shared between subscriptions than not. To accommodate that
reality, the ancestor keys of subscriptions may also use the special ``= ...`` prefix to
specify genres that also apply to all descendant subscriptions.
Finally, ancestor keys may use the ``... | ...`` special character to combine multiple
presets and/or genres for the descendant subscriptions beneath.
The configuration file extends pre-defined presets
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Users define additional presets in :doc:`their configuration file <./first_config>` that
they then use in most of their subscriptions. Most user-defines presets extend the
:doc:`../../prebuilt_presets/index` provided by ``ytdl-sub``.
Caveats
^^^^^^^
Some of these descriptions are not technically complete. For example, a subscription may
use no preset at all and will just run ``yt-dlp`` without any customization or post
processing. The subscriptions file has special support for :ref:`overriding the presets
of all subscriptions in the file <config_reference/subscription_yaml:file preset>`. The
configuration file supports :ref:`a few special options
<config_reference/config_yaml:configuration>` that are not about defining presets. See
:doc:`the reference documentation <../../config_reference/index>` for technically
complete details, but for almost all of the use cases served by ``ytdl-sub``, the above
is accurate and representative.
Ready to Start?
---------------
Now that you've completed your install of ``ytdl-sub``, it's time to get started.
It is recommended to go through the below sections in order to fully grasp ytdl-sub.
.. toctree::
:maxdepth: 2
first_sub
first_download
automating_downloads
first_config
.. toctree::
:hidden:
quick_start