hugo/docs/content/en/content-management/related.md
Bjørn Erik Pedersen 90da7664bf Add page fragments support to Related
The main topic of this commit is that you can now index fragments (content heading identifiers) when calling `.Related`.

You can do this by:

* Configure one or more indices with type `fragments`
* The name of those index configurations maps to an (optional) front matter slice with fragment references. This allows you to link
page<->fragment and page<->page.
* This also will index all the fragments (heading identifiers) of the pages.

It's also possible to use type `fragments` indices in shortcode, e.g.:

```
{{ $related := site.RegularPages.Related .Page }}
```

But, and this is important, you need to include the shortcode using the `{{<` delimiter. Not doing so will create infinite loops and timeouts.

This commit also:

* Adds two new methods to Page: Fragments (can also be used to build ToC) and HeadingsFiltered (this is only used in Related Content with
index type `fragments` and `enableFilter` set to true.
* Consolidates all `.Related*` methods into one, which takes either a `Page` or an options map as its only argument.
* Add `context.Context` to all of the content related Page API. Turns out it wasn't strictly needed for this particular feature, but it will
soon become usefil, e.g. in #9339.

Closes #10711
Updates #9339
Updates #10725
2023-02-21 17:56:41 +01:00

7.3 KiB

title linkTitle description categories keywords menu toc weight aliases
Related Content Related Content List related content in "See Also" sections.
content management
content
docs
parent weight
content-management 110
true 110
/content/related/
/related/

Hugo uses a set of factors to identify a page's related content based on Front Matter parameters. This can be tuned to the desired set of indices and parameters or left to Hugo's default Related Content configuration.

To list up to 5 related pages (which share the same date or keyword parameters) is as simple as including something similar to this partial in your single page template:

{{< code file="layouts/partials/related.html" >}} {{ $related := .Site.RegularPages.Related . | first 5 }} {{ with $related }}

See Also

    {{ range . }}
  • {{ .Title }}
  • {{ end }}
{{ end }} {{< /code >}}

The Related method takes one argument which may be a Page or a options map. The options map have these options:

indices
The indices to search in.
document
The document to search for related content for.
namedSlices
The keywords to search for.
fragments
Fragments holds a a list of special keywords that is used for indices configured as type "fragments". This will match the fragment identifiers of the documents.

A fictional example using all of the above options:

{{ $page := . }}
{{ $opts := 
  "indices" (slice "tags" "keywords")
  "document" $page
  "namedSlices" (slice (keyVals "tags" "hugo" "rocks") (keyVals "date" $page.Date))
  "fragments" (slice "heading-1" "heading-2")
}}

{{% note %}} We improved and simplified this feature in Hugo 0.111.0. Before this we had 3 different methods: Related, RelatedTo and RelatedIndicies. Now we have only one method: Related. The old methods are still available but deprecated. Also see this blog article for a great explanation of more advanced usage of this feature. {{% /note %}}

{{< new-in "0.111.0" >}}

Hugo can index the headings in your content and use this to find related content. You can enable this by adding a index of type fragments to your related configuration:

[related]
threshold    = 20
includeNewer = true
toLower      = false
[[related.indices]]
name        = "fragmentrefs"
type        = "fragments"
applyFilter = false
weight      = 80
  • The name maps to a optional front matter slice attribute that can be used to link from the page level down to the fragment/heading level.
  • If applyFilteris enabled, the .HeadingsFiltered on each page in the result will reflect the filtered headings. This is useful if you want to show the headings in the related content listing:
{{ $related := .Site.RegularPages.Related . | first 5 }}
{{ with $related }}
  <h2>See Also</h2>
  <ul>
    {{ range . }}
      <li>
        <a href="{{ .RelPermalink }}">{{ .Title }}</a>
        {{ with .HeadingsFiltered }}
          <ul>
            {{ range . }}
              {{ $link := printf "%s#%s" $.RelPermalink .ID }}
              <li>
                <a href="{{ $link }}">{{ .Title }}</a>
              </li>
            {{ end }}
          </ul>
        {{ end }}
      </li>
    {{ end }}
  </ul>
{{ end }}

Hugo provides a sensible default configuration of Related Content, but you can fine-tune this in your configuration, on the global or language level if needed.

Default configuration

Without any related configuration set on the project, Hugo's Related Content methods will use the following.

{{< code-toggle file="config" >}} related: threshold: 80 includeNewer: false toLower: false indices:

  • name: keywords weight: 100
  • name: date weight: 10 {{< /code-toggle >}}

Note that if you have configured tags as a taxonomy, tags will also be added to the default configuration above with the weight of 80.

Custom configuration should be set using the same syntax.

{{% note %}} If you add a related config section, you need to add a complete configuration. It is not possible to just set, say, includeNewer and use the rest from the Hugo defaults. {{% /note %}}

Top Level Config Options

threshold
A value between 0-100. Lower value will give more, but maybe not so relevant, matches.
includeNewer
Set to true to include pages newer than the current page in the related content listing. This will mean that the output for older posts may change as new related content gets added.
toLower
Set to true to lower case keywords in both the indexes and the queries. This may give more accurate results at a slight performance penalty. Note that this can also be set per index.

Config Options per Index

name
The index name. This value maps directly to a page param. Hugo supports string values (author in the example) and lists (tags, keywords etc.) and time and date objects.
type
{{< new-in "0.111.0" >}}. One of basic(default) or fragments.
applyFilter
{{< new-in "0.111.0" >}}. Apply a type specific filter to the result of a search. This is currently only used for the fragments type.
weight
An integer weight that indicates how important this parameter is relative to the other parameters. It can be 0, which has the effect of turning this index off, or even negative. Test with different values to see what fits your content best.
pattern
This is currently only relevant for dates. When listing related content, we may want to list content that is also close in time. Setting "2006" (default value for date indexes) as the pattern for a date index will add weight to pages published in the same year. For busier blogs, "200601" (year and month) may be a better default.
toLower
See above.

Performance Considerations

Fast is Hugo's middle name and we would not have released this feature had it not been blistering fast.

This feature has been in the back log and requested by many for a long time. The development got this recent kick start from this Twitter thread:

{{< tweet user="scott_lowe" id="898398437527363585" >}}

Scott S. Lowe removed the "Related Content" section built using the intersect template function on tags, and the build time dropped from 30 seconds to less than 2 seconds on his 1700 content page sized blog.

He should now be able to add an improved version of that "Related Content" section without giving up the fast live-reloads. But it's worth noting that:

  • If you don't use any of the Related methods, you will not use the Relate Content feature, and performance will be the same as before.
  • Calling .RegularPages.Related etc. will create one inverted index, also sometimes named posting list, that will be reused for any lookups in that same page collection. Doing that in addition to, as an example, calling .Pages.Related will work as expected, but will create one additional inverted index. This should still be very fast, but worth having in mind, especially for bigger sites.

{{% note %}} We currently do not index Page content. We thought we would release something that will make most people happy before we start solving Sherlock's last case. {{% /note %}}