jekyll_tutorial

An introduction on how to use Jekyll to build a website.

Jekyll Tutorial

Author: Samuel Farrens
Year: 2020
Email: [email protected]

The objective of this tutorial is to introduce Jekyll and show you how to build a website that you can host on GitHub for free.

Requirements
Installation
An example website in under 10 min
Deployment
Customising your website
How Jekyll works
Tips and tricks

Requirements

To follow all of the steps in this tutorial you will need a GitHub account. It is possible to run everything locally and deploy your website on a different server, but everything will presented under the assumption that you already have a GitHub account.

You will also need to install Jekyll (see the next section) for local development and testing. It is also possible to build your website entirely on GitHub, but you will save yourself a lot of time if you are able to test things locally before deployment.

Installation

Before starting you will have to install Jekyll. Jekyll is written in Ruby and therefore your system must have Ruby installed in order to build Jekyll. With Ruby installed the installation of Jekyll should simply be:

gem install jekyll bundler

Please see the installation instructions on the Jekyll website for more details.

An example website in under 10 min

Now that you have Jekyll installed let's make a quick website to see how easy it is. We we will go through everything in more detail afterwards.

Step 1 - Create a new repository

On your GitHub account either fork this repository or create a new one.

If you choose to create a new repository be sure to click the Add .gitignore button at the bottom and scroll down to Jekyll.

Now clone your repository. e.g.

git clone https://github.com/<USERNAME>/jekyll_tutorial.git

and cd to the repository name. e.g.

cd jekyll_tutorial

Step 2 - Create a gh-pages branch

If you forked this repository then you can simply checkout the gh-pages branch.

git checkout gh-pages

Otherwise, create and checkout a new branch called gh-pages.

git checkout -b gh-pages

gh-pages is a special branch name used to idetify GitHub Pages content. It is also possible to host GitHub pages on the master branch.

Step 3 - Jekyll quickstart

Next we will run through the Jekyll quickstart instructions with some minor changes.

You will need run these commands in your local repository directory.

Otherwise, you can run the standard quickstart commands and copy the outputs to this directory. Be careful to copy all the hidden files!

First, we will create a new Jekyll site in the current directory.

jekyll new . --force

Then, we will launch the Jekyll local server.

bundle exec jekyll serve

You can view the website at the address specified by Server address.

Play around a bit then close the server by typing ctrl+c.

Step 4 - Basic configuration

We need to add some basic information about our website, in particular where it will be deployed.

Open the _config.yml file and update update the entries url and baseurl (repository name) to those of your GitHub repository. e.g. If you forked this repository they will be:

baseurl: /jekyll_tutorial
url: https://<USERNAME>.github.io/

You can update the other entries if you want, just leave theme alone for now.

Here is the content I will use for this demonstration.

title: Yoda's House
email: [email protected]
description: >-
  Very good my site is!
baseurl: /jekyll_tutorial
url: https://sfarrens.github.io/
twitter_username: yoda
github_username:  yoda

# Build settings
theme: minima
plugins:
  - jekyll-feed

Now relaunch the Jekyll server and you can keep it running for the next step.

bundle exec jekyll serve

You can see where some of the information is displayed.

Step 5 - Basic content

Let's add some example content to start making this look like a website .

Open index.markdown and add some content below the header.

Open about.markdown and replace the default content below the header.

Create new markdown file called cv.md and add the following header.

---
layout: page
title: CV
permalink: /cv/
---

Add any content you like below the header.

Finally, in the directory _posts create a new post with the following file name format: year-month-day-post-title.md.

Add the following header to the post.

---
layout: post
title:  <Post Title>
date:   <year-month-day>
categories: news
---

Add any content you like below the header.

Play around a bit then close the server by typing ctrl+c.

Step 6 - Deploy the example site

Now that we have something that looks like a website we can deploy it on GitHub.

Stage the files generated by Jekyll.

git add .

Note that the contents of _site and .jekyll-cache should be ignored by git.

Commit the changes.

git commit -m "upload jekyll content"

Finally, push the commits to your remote GitHub repository.

git push origin gh-pages

If you forked this repository, otherwise:

git push --set-upstream origin gh-pages

Now you should be able to view your example site at https://<USERNAME>.github.io/<REPOSITORY>/.

If you forked this repository it will be https://<USERNAME>.github.io/jekyll_tutorial/. Note it may take a few minutes before the website is available.

Deployment

In the first example we looked at how to deploy a basic Jekyll site on the gh-pages branch of any given repository. There is, however, another way in which you can create your own personal website or one for a GitHub organisation.

Personal website

To create your own personal website (i.e. one linked to your GitHub username) you need to create a new repository on your GitHub account called <USERNAME>.github.io.

The master branch of this repository will behave in the same way as the gh-pages branch in the example. So you can prepare your Jekyll site in pretty much the same way. Since the site is not linked to a normal repository, you won't have to specify the baseurl in _config.yml.

Once your site is deployed it will be visible at https://<USERNAME>.github.io/.

e.g. You can find my website here: https://sfarrens.github.io/

Organisation website

You can create a website for your GitHub organisation in exactly the same way. Simply create a repository called <ORGANISATION_NAME>.github.io and follow the same steps.

Once your site is deployed it will be visible at https://<ORGANISATION_NAME>.github.io/.

Customising your website

Now that you know how to make and deploy a basic website you will probably want to personalise it to fit your needs and taste.

The easiest way to get started is by using a theme.

Jekyll themes

The default theme in Jekyll is Minima (which was used for the first example), but there are huge number of Jekyll themes available online.

Changing theme locally

If you want to try out a different theme locally you need to update the value of theme in _config.yml. You also need to update your Gemfile to download the theme by adding gem <THEME_NAME>.

e.g. To use the Cayman theme you would add theme: jekyll-theme-cayman to _config.yml and gem "jekyll-theme-cayman" to Gemfile.

Then update your bundle before launching the Jekyll server.

bundle update
bundle exec jekyll serve

Be sure to read the warnings and errors as not all themes use the same layouts. So pages will need to updated to fit the theme requirements.

Changing theme on GitHub

Changing a theme on GitHub is even simpler. In your repository, click on "Settings" and scroll down to "GitHub Pages". There is a button labelled "Change Theme" that will take you to a selection of themes you can use.

This will simply update the value of theme in _config.yml.

Making your own theme

If you have decided that none of the Jekyll themes really offer what you are looking for you, you can make your own or simply modify an existing theme.

It is possible to create your own Jekyll theme that you can share as a template for others to use.

There plenty of blog posts that explain how to do this in more detail.

Plugins

There is also an extensive library of Jekyll plugins you can install to add extra functionality to your website.

You can specify the plugins you want to use in your _config.yml under the attribute plugins. e.g.

plugins:
  - jekyll-latex

Then, you add them to your Gemfile so that they are downloaded and installed.

gem 'jekyll-latex'

How Jekyll works

If you made it through the first parts of this tutorial you should be able to make a very basic website with some personal touches, but you probably don't know how everything works.

In this section we will go through everything in a bit more detail.

What does Jekyll do?

Jekyll is a static site generator, which means it does not use a database (like e.g. WordPress).

"Instead of using databases, Jekyll takes the content, renders Markdown or Textile and Liquid templates, and produces a complete, static website ready to be served by Apache HTTP Server, Nginx or another web server. Jekyll is the engine behind GitHub Pages, a GitHub feature that allows users to host websites based on their GitHub repositories for no additional cost."

Taken from https://en.wikipedia.org/wiki/Jekyll_(software)

In simple terms, Jekyll automatically converts Markdown files to HTML. This allows you to more easily write content for your website.

Jekyll structure

Jekyll sites generally have the following structure:

├── _config.yml
├── _data
│   └── navigation.yml
├── _includes
│   ├── footer.html
│   └── header.html
├── _layouts
│   ├── default.html
│   └── post.html
├── _posts
│   └── 2020-03-07-my-first-post.md
├── _sass
│   ├── _base.scss
│   └── _layout.scss
├── _site
├── assets
│   ├── css
│   └── images
├── Gemfile
└── index.html

Here is a very brief rundown of what each of these components do.

_config.yml: The configuration file for your site. Here you define some variables, list plugins and set the corresponding parameter values.
_data: In this directory you can create YAML files to define additional variables.
_includes: This is simply a place for defining HTML snippets that can be used in your layouts. e.g. Define behaviour for the header/footer of your site.
_layouts: This is where you define layouts for your site pages. In other words, these are HTML files that define how a given page is laid out.
_posts: This one is pretty clear, it's a directory where you store your posts. The best part being that they can be markdown files!
_sass: This is the most important section if you want to customise the look of your website. In this directory you define all your style sheets using Sass.
_site: This is where the final static HTML files generated by Jekyll are stored. In general you won't need to touch anything here, but it can be useful to see what's going on as you are building your website.
assets: In this directory you can store e.g. images, CSS files and JavaScript.
Gemfile: The Gemfile is used to fix package versions and dependencies for your website.
index.html: This is where you set the content for your home page. It can be defined in either HTML or markdown. Other static pages are similarly defined in the root directory.

To get a more in depth understanding of each of these components I recommend following the Jekyll Step by Step tutorial.

You will probably notice that in the earlier example site many of these files and directories were missing. This is because much of this content is often hidden in the Jekyll theme you are using.

Liquid templating

Jekyll uses the Liquid template language, which allows you to include some dynamic content in your markdown/HTML files.

For example, rather than manually typing the page title inside every file, you could instead create a layout that includes the following liquid object.

{{ page.title }}

This will automatically generate the page name from the front matter. Liquid also includes operators that allow more complex behaviour. For example, you can loop through all of the posts on your site and create a list.

<ul>
  {% for post in site.posts %}
    <li>
      <h2><a href="{{ site.baseurl }}/{{ post.url }}">{{ post.title }}</a></h2>
      {{ post.excerpt }}
    </li>
  {% endfor %}
</ul>

More on this topic

Front matter and data

So, where does Liquid get the variables from? Well, some of them are predefined by Jekyll, the rest are defined by you.

site variables (e.g. site.baseurl) are defined in your _config.yml.
site.data variables are defined in additional YAML files you place in the _data directory.
page variables are taken from the front matter of pages.
post variables are taken from the front matter of posts.

So what is "Front Matter"? This is what we referred to as a header in the first example. It includes everything enclosed within the --- at the top of the file. You may notice that the content is also in YAML format. While _config.yml and _data are global YAML content for your site, the front matter can be thought of as local YAML content for a given page or post.

Note Jekyll will not convert markdown files without front matter. Even empty front matter will suffice.

More on this topic

Layouts

The most important attribute in the front matter of any page or post is the layout. Layouts are HTML files placed in _layouts that specify how a given page or post should look.

Most themes will include a default.html file that specifies the default layout for a given page. Other layouts can inherit this layout as a base to build upon. This is done via front matter. Imagine, for example, that you want to create a layout for posts. You could create a file called posts.html stored in _layouts with the following front matter:

---
layout: default
---

Below the front matter you would specify the HTML specific to the layout of your posts.

Here is an example from my personal website:

---
layout: default
---

<br>
<div class="in-post-image-container">
  <img src="{{ site.image_path }}/{{ page.image }}" class="in-post-image">
</div>
<br>
<br>

{{ content }}

Then, in the front matter of your posts, you would put:

---
layout: post
---

While writing your layouts you may find that there are many pieces of reusable HTML, or that it may be easier to manage smaller files. You can break apart your HTML and store the files in _includes.

For example, if your site has a header, you could create a file called header.html stored in _includes. Then, in your default.html you can simply include this fragment with Liquid.

{%- include header.html -%}

More on this topic

Assets

You will need a place to store your site's images, scripts and style sheets. This is what the assets directory is for. The directory contents are copied to the Jekyll build (i.e. the _site directory).

More on this topic

Sass

Most of the work of getting your site to look the way you want it to is in defining the style sheets. This means learning how to write Cascading Style Sheets (CSS). Jekyll uses Syntactically Awesome Style Sheets (Sass).

To get started with SASS check out their guide.

Your Sass files can be stored in the _sass directory. Similarly to the layouts, your style sheets can also be broken apart into fragments and imported. For example, if you created a style sheet just for your navigation menu called navigation.scss, you could import this into a general style sheet as follows.

@import "navigation";

Sass has several very cool features including nesting and mixins. Mixins allow you to define reusable pieces of CSS that you can include in your Sass files (.scss).

Here is a quick example of how to add a shadow to a container (something I used extensively on my own site).

@mixin shadow {
  box-shadow: 0 4px 8px 0 rgba(0, 0, 0, 0.2), 0 6px 20px 0 rgba(0, 0, 0, 0.19);
}

.post-container {
  @include shadow;
}

Once you get comfortable with Sass, the rest is just patience.

Tips and tricks

Once you have understood how all of the pieces of Jekyll work, you are pretty much good to go. Before finishing this tutorial, however, I will leave you with a few tips and tricks that you may find helpful when working on your website.

Use containers

If you are new to HTML or like me never really learned to do things the right way, the best piece of advice I can offer is to use spans and containers.

You can dramatically simplify the HTML files in your site by using containers like <header>, <footer> and <div>. Then use Sass to do the rest.

Take, for example, the default.html layout for my personal website.

<!DOCTYPE html>
<html lang="{{ site.lang | default: "en-US" }}">

  {%- include head.html -%}

  <body>

    {%- include header.html -%}
    {%- include navigation.html -%}

    <main id="content" class="main-content" role="main">

      {% if page.title %}
      <h1>{{ page.title }}</h1>
      {% endif %}

      {%- include anchor_headings.html html=content -%}

    </main>

    {%- include footer.html -%}
    {%- include scripts.html -%}

  </body>

</html>

As you can see, it is very short and simple. All of the properties that make the website look the way it does are included in the Sass class main-content.

Use Jekyll plugins

Don't waste your time reinventing the wheel. Before spending a lot of time writing something, look to see if there is a Jekyll plugin already available that will provide the functionality you need.

For example, I really hate when external links open in the same tab. I could have wasted a lot of time specifying target="_blank" for every external link, or writing some fancy script to do it automatically. It turns out there was already a nice plugin (jekyll-target-blank) that did just what I wanted.

Treat your website like code

There is no reason to treat your website any differently than any other code base hosted on GitHub. Keeping things clean and organised will make it a lot easier to maintain and improve. Like any code language, principles like encapsulation and abstraction are really helpful. Don't copy and paste HTML or Sass all over the place. Instead, find fragments you can reuse, define them once and import them where needed.

You can also run CI tests on your website! Services like Travis-CI can be used to make sure you don't break your own website every time you change something.

Note: If you have any trouble getting htmlproofer to work with arguments try the following.

install:
  - bundle install

script:
  - bundle exec jekyll build
  - bundle exec htmlproofer --disable-external --empty_alt_ignore ./_site

jekyll_tutorial

Jekyll Tutorial

Contents

Requirements

Installation

An example website in under 10 min

Step 1 - Create a new repository

Step 2 - Create a gh-pages branch

Step 3 - Jekyll quickstart

Step 4 - Basic configuration

Step 5 - Basic content

Step 6 - Deploy the example site

Deployment

Personal website

Organisation website

Customising your website

Jekyll themes

Changing theme locally

Changing theme on GitHub

Making your own theme

Plugins

How Jekyll works

What does Jekyll do?

Jekyll structure

Liquid templating

Front matter and data

Layouts

Assets

Sass

Tips and tricks

Use containers

Use Jekyll plugins

Treat your website like code