# Collectors Metadata YAML

> Write, review, or explain collector metadata.yaml content and integration-page wording across collector families, including ibm.d docgen sources. Use for field meaning, readability, defaults, discovery, permissions, costs, metrics, setup, and alerts. Generator mechanics belong to integrations-lifecycle; DynCfg form wording belongs to collectors-go-design/config-schema.md.

- Skill: `netdata/collectors-metadata-yaml-2` (Agent Skill, multi-file: 6 files)
- Install (CLI): `npx skillmds@latest add netdata/collectors-metadata-yaml-2`
- Raw SKILL.md: https://api.skillmd.com/api/skills/netdata/collectors-metadata-yaml-2/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: netdata (https://skillmd.com/u/netdata)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/netdata/collectors-metadata-yaml-2

---


# Collector metadata.yaml: The Page The User Reads

`metadata.yaml` is the source of the integration page on Learn and of the catalog row that leads to it. Users open that
page to decide whether to run the collector, what they will get, what it needs, and what it costs. Every field in it is
product copy for an operator, not developer documentation. This skill owns what each field says and how it reads.

## Use By Task

- Explain a field: read its family below and the shared reading/Markdown rules.
- Review metadata or page content: apply the relevant field contracts and checklist to the assigned scope. A full
  page review uses all five families. Loading this skill does not authorize edits or generation in the checkout.
- Edit content: verify claims against current source, then use the lifecycle validation and isolated preview routes.
  ibm.d changes must reach the generated metadata through its producer; editing `module.yaml` alone does not refresh it.
- Review a collector through another lens: load the affected family when wording, permissions, defaults, cost, or
  operator behavior matters to that lens; this does not expand the assigned review scope.

## Ownership

- This skill: the content of every collector `metadata.yaml` field: what it answers, in what order, in what shape,
  for whom. Rules are cross-plugin. ibm.d metadata is generated by `docgen` and never edited: `module.yaml` holds the
  identity, overview `description`, and explicit page `page_description`; `contexts.yaml` holds the metric rows.
  Other fields (method, permissions, default behavior, option rows, prerequisites, examples, troubleshooting) use
  docgen's metadata template (`src/go/plugin/ibm.d/docgen/main.go`, see `integrations-lifecycle/ibm-d.md`), so applying these
  rules there means changing the template. Keywords derive from the module name; `page_description` becomes
  `meta.monitored_instance.description`. `config.go` feeds the schema and README, not the options table.
- `.agents/skills/integrations-lifecycle/`: mechanics. JSON schemas, generators, validation commands, artifacts and
  banners, the ibm.d generation chain, and the cross-type page meta-description derivation contract
  (`description-authoring.md`).
- `.agents/skills/collectors-go-design/config-schema.md`: the DynCfg form. Option wording shared between the
  form and the options table has one owner there (sections 7 and 8); this skill points to it.
- `.agents/skills/collectors-go-design/operator-surface.md`: which options exist and what an operator decides.
  Decided before this skill applies.

## How The Page Is Rendered

Facts every rule below relies on (`integrations/templates/overview/collector.md` and siblings):

- The template owns the heading hierarchy (h1 title; h2 Overview, Setup, Troubleshooting, Alerts, Metrics, and Live
  Data when the collector has Functions; h3 to h6
  inside them, down to one h5 per option depth block and one h6 per example). Field text is inserted under those
  headings as-is.
- Field text is Markdown rendered by Docusaurus on Learn. Paragraphs, lists, tables, inline code, fenced code, links,
  and `:::` admonitions (`note`, `tip`, `caution`) pass through the generator untouched.
- Some empty fields are not empty on the page. `auto_detection`, `limits`, and `performance_impact` render a template
  placeholder sentence that asserts something about the collector (see `overview.md`). An empty field is a claim.
- The first sentence of `metrics_description` supplies the catalog row. Page meta descriptions have separate
  override-first resolution and length rules in `integrations-lifecycle/description-authoring.md`.
- Generated pages under `integrations/` and the `README.md` symlink are outputs. Fix the source; never edit them.

## The Reading Model

- The reader is an operator scanning a page, deciding in this order: what is this, what do I get, what do I need,
  what does it cost, how do I set it up, what went wrong. Fields are ordered that way by the template; write each
  field for the question it sits under.
- Readers stop when they have enough. The first paragraph of every field MUST stand alone; detail follows in
  decreasing importance.
- Readers skip walls of text ("I ain't reading all that"). Long content is fine when it is structured: one idea per
  paragraph, lists for enumerations, tables for items that share attributes, an admonition for what must not be
  missed. Length is a symptom to check, not the rule; an unstructured 120-word paragraph fails, a 400-word field made
  of a table and three short paragraphs may pass.
- Operator voice. The page describes what the collector does as the operator sees it: connections, requests,
  commands, files, permissions, what it creates and deletes, what it never touches. Unexplained implementation
  mechanics that do not affect operation MUST NOT appear. Preserve operator-visible terms and exact public names
  (for example journal storage or snapshot APIs); define unfamiliar terms at first use.

## Routing By Field Family

| Family | Fields | Rules |
|---|---|---|
| Overview | `metrics_description`, `method_description`, `supported_platforms`, `multi_instance`, `additional_permissions`, `default_behavior.*` | `overview.md` |
| Setup | `prerequisites`, `configuration.file`, `configuration.options` (rows, `detailed_description`, groups), `configuration.examples` | `setup.md` |
| Troubleshooting | `troubleshooting.errors` (the known-errors catalog), legacy `troubleshooting.problems` | `troubleshooting.md` |
| Metrics | `metrics.scopes`, labels, metric `description` and `unit`, `dynamic_context_prefixes`, `availability` | `metrics.md` |
| Alerts, meta, Functions | `alerts`, `meta.monitored_instance`, categories, keywords, icon, `related_resources`, `info_provided_to_referring_integrations`, `functions` (the Live Data section) | `alerts-and-meta.md` |

## Depth Boundary

Content that does not answer its field's question does not stay in the field. Route it:

- Another field on the page owns it (a permission belongs in `additional_permissions`, a knob in its option row's
  `detailed_description`, a failure in `troubleshooting`, a chart in its metric `description`).
- The collector's profile format documentation (`profile-format.md`) owns it, for profile-driven collectors.
- A `docs/guides` page owns it when it is an operator procedure spanning several products.
- It is developer content (internal stages, caches, bounds nobody configures, ownership resolution). It belongs in the
  collector's `ARCHITECTURE.md` or in code, is never linked from the page, and leaves the page.
- Nothing owns it: cut it.

## Safety Of The Markdown

Field text travels through the generator into MDX. Check these common rendering hazards:

- Placeholders in angle brackets (`<service-name>`, `<region>`) parse as JSX. Put them in backticks, like every other
  code-shaped expression (option names, paths, values).
- Generics and any other angle-bracket syntax in prose (`Vec<u32>`, `HashMap<K,V>`) parse the same way. Backticks.
- A bare `<` before a digit (`<100 ms`) fails the build. Write "under 100 ms" (or `&lt;` when the symbol must stay).
- Balance backticks. Use ASCII quotes in executable examples; prose typography is not a universal MDX error.
- Tables need a header separator row and the same number of cells on every row; an admonition needs its closing
  `:::` on its own line.
- `test_collector_metadata` checks selected prose keys for common Markdown patterns and missing service-discovery
  claims, with explicit exceptions. It does not compile MDX or verify editorial quality and factual truth. Learn-side
  parsing and ingest rules belong to `.agents/skills/docs-learn-site-structure/mdx-rules.md`.

## Review Checklist

For content review, apply these checks to the assigned fields and report findings. For authorized content changes,
complete the validation and preview before committing:

1. Read the rendered page top to bottom as an operator. Use
   `integrations-lifecycle/how-tos/preview-collector-page.md` for an isolated preview of current inputs. For a read-only
   review, inspect provided artifacts and source; report stale or missing preview evidence rather than regenerating
   in the checkout. Producer prerequisites, validation commands, and preview limits live in that owner.
2. Every field answers its own question (the family file's contract), leads with what matters, and would survive the
   reader stopping after its first paragraph.
3. No field is over-scoped: no headings, at most two or three bold captions, at most one admonition, no glossary
   before the reader knows what the collector does. Apply the explicit cost carve-out in `overview.md` when relevant.
4. Empty `auto_detection`, `limits`, or `performance_impact` only where the placeholder sentence is true. A collector
   covered by a service-discovery rule, or with a cardinality cap or a metered API, fills them.
5. No irrelevant implementation mechanics; unfamiliar operator terms defined at first use; no developer links
   (`ARCHITECTURE.md`, source files).
6. Statements verified against the code, not against the previous prose: permissions, defaults, what is created or
   deleted, limits, addresses probed.
7. Markdown safety items above; for authorized changes run
   `python3 -m unittest integrations.tests.test_collector_metadata` (selected mechanical checks) and the pipeline
   validation in `integrations-lifecycle/description-authoring.md`
   (`gen_docs_integrations.py --check`, `test_descriptions`).
8. Generated hunks under `integrations/` are not part of the commit; the post-merge regeneration owns them.

