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[docs] create living guidelines as site articles#491

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[docs] create living guidelines as site articles#491
Schiano-NOAA wants to merge 7 commits into
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docs-living-guidelines

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@Schiano-NOAA
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What is the feature?

  • adding in the NMFS stock assessment report guidelines as a living document to the asar site

How have you implemented the solution?

  • put guidelines in a qmd and added as an article to pkgdown yml

Does the PR impact any other area of the project, maybe another repo?

  • no

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github-actions Bot commented Jun 2, 2026

Checklist

  • PR base branch is accurate
  • Is the code concise?
  • Comments are clear and useful.
  • Can you remove or combine any arguments?
  • Do argument contain defaults (if appliable)?
  • Code is documented and example provided (Roxygen).
  • Did you make a test (testthat)?
  • Was this tested under multiple scenarios?
  • Did you run devtools::check()?

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github-actions Bot commented Jun 2, 2026

New version checklist

  • Package version in DESCRIPTION has been updated
  • Release notes have been drafted/published
  • Cheatsheet content has been updated (if applicable)
  • Cheatsheet version has been updated

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github-actions Bot commented Jun 2, 2026

Code Metrics Report

Coverage Code to Test Ratio Test Execution Time
32.7% 1:0.2 28s

Reported by octocov


At minimum, please include the following figures into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.

### Appendices: Any information relevant for evaluation of the stock either during SSC or management review should be included in the appendix. The main assessment document should contain the minimum necessary information to inform and provide management advice for the stock while additional materials can be found in the appendix. It is not intended for the appendices to be a catch-all. We highly encourage authors to review the need and irreplaceable value of the report's content when it comes to addressing the audience.
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@sbreitbart-NOAA sbreitbart-NOAA Jun 3, 2026

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Suggested change
### Appendices: Any information relevant for evaluation of the stock either during SSC or management review should be included in the appendix. The main assessment document should contain the minimum necessary information to inform and provide management advice for the stock while additional materials can be found in the appendix. It is not intended for the appendices to be a catch-all. We highly encourage authors to review the need and irreplaceable value of the report's content when it comes to addressing the audience.
### Appendices
Any information relevant for evaluation of the stock either during SSC or statistical review should be included in the appendix. The main assessment document should contain the minimum necessary information to inform and provide management advice for the stock while additional materials can be found in the appendix. It is not intended for the appendices to be a catch-all. We highly encourage authors to review the need and irreplaceable value of the report's content when it comes to addressing the audience.

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Did you mean to write "either during SSC or management review"? I think you mean "either during SSC or statistical review"?


At minimum, please include the following tables into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.

### Figures:
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### Figures:
### Figures


### References

### Tables:
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### Tables:
### Tables

* Management Benchmarks: decisions on management metrics/benchmarks (i.e. provide a rationale for why a specific F-proxy was recommended for management)
* Projections: Description of stock status, biological reference points (BRPs), and trends for each scenario; rebuilding times

### Discussion:
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### Discussion:
### Discussion

* Fishery Description: Short summary of fleet composition (i.e., boat types), gear types, species targeted, and fishing grounds (one paragraph)
* Ecosystem Considerations: If this section is not relevant, please ignore; however the default will state “Ecosystem considerations and/or climate indicators were not included in this assessment.”

### Data:
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### Data:
### Data

* Short statement describing assessment model used for the current management cycle and any data updates.
* Short summary of reference points, stock status, and projections. In the future, when using the {asar} R package, tables of reference points and projections will be automatically generated.

### Introduction:
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### Introduction:
### Introduction


## Outline for Stock Assessment Reports

### Executive Summary:
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### Executive Summary:
### Executive Summary


## General guidance

The following sections are a recommended outline for a U.S. fisheries stock assessment report. The goal is to effectively present information to managers to provide the best scientific advice available within a reasonable framework. This effort shifts the focus of assessment documents from being SSC and statistical review focus to more succinct review of information to aid in quicker decision making. {asar} is a tool that can generate a template that will meet the following guidelines. It contains standardized sections, figures, and tables for the user as well as formatting so the title page and authorship sections are not included here. Authors not using the template generated from {asar} should place tables and figures at the end of the document.
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Suggested change
The following sections are a recommended outline for a U.S. fisheries stock assessment report. The goal is to effectively present information to managers to provide the best scientific advice available within a reasonable framework. This effort shifts the focus of assessment documents from being SSC and statistical review focus to more succinct review of information to aid in quicker decision making. {asar} is a tool that can generate a template that will meet the following guidelines. It contains standardized sections, figures, and tables for the user as well as formatting so the title page and authorship sections are not included here. Authors not using the template generated from {asar} should place tables and figures at the end of the document.
The following sections are components of a recommended outline for a U.S. fisheries stock assessment report. **The goal of reports created with these guidelines is to effectively present information to managers so as to provide the best scientific advice available within a reasonable framework.** This effort represents a shift in assessment document formatting from a focus on SSC/statistical review towards a more succinct presentation of information to aid in quicker decision-making. Therefore, **the main body of the report should contain the minimum necessary information to inform and provide management advice for the stock; additional materials, including information relevant for evaluation of the stock either during SSC or statistical review, should be placed in the appendix.**
{asar} is a tool that can generate a report template aligning with the following guidelines. As the template contains standardized sections and formatting, some components-- such as the title page and authorship sections-- are not included here as each are generated automatically. Authors not using the template generated from {asar} should place tables and figures at the end of the document.

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I took some info from the appendix section and moved it here because I think it's very important for explaining the essential attributes of the main report body vs. appendix. I'd recommend adding a link to the appendix section here too


### Executive Summary:

Where possible the executive summary should paraphrase the shared content of the body of the report to minimize redundancy.
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Where possible the executive summary should paraphrase the shared content of the body of the report to minimize redundancy.
The executive summary should paraphrase the shared content of the body of the report to minimize redundancy.

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What do you mean by "shared content"?


### Introduction:

The intent is to keep this section to two to three pages and provide a high level summary of the stock. The intention is to provide enough information in this section so the audience does not need to reference previous documents. Please include the species scientific name at the first mention of its common name.
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The intent is to keep this section to two to three pages and provide a high level summary of the stock. The intention is to provide enough information in this section so the audience does not need to reference previous documents. Please include the species scientific name at the first mention of its common name.
The intent is to keep this section to **2-3 pages** and **provide a high level summary of the stock**. The intention is to provide enough information in this section so the audience does not need to reference previous documents. Please include the species' scientific name at the first mention of its common name.

The intent is to keep this section to two to three pages and provide a high level summary of the stock. The intention is to provide enough information in this section so the audience does not need to reference previous documents. Please include the species scientific name at the first mention of its common name.

* Stock ID (detailed description if appropriate and quantitative studies or data are behind the decision-making)
* Management history: Briefly describe the management history of the stock and status. Please only touch on historical policies that would have impacted modeling decisions or would be critical knowledge about the species that might affect its population dynamics.
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* Management history: Briefly describe the management history of the stock and status. Please only touch on historical policies that would have impacted modeling decisions or would be critical knowledge about the species that might affect its population dynamics.
* Management History: Briefly describe the management history of the stock and status. Please only touch on historical policies that would have impacted modeling decisions or would be critical knowledge about the species that might affect its population dynamics.


* Stock ID (detailed description if appropriate and quantitative studies or data are behind the decision-making)
* Management history: Briefly describe the management history of the stock and status. Please only touch on historical policies that would have impacted modeling decisions or would be critical knowledge about the species that might affect its population dynamics.
* Assessment history
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* Assessment history
* Assessment History


* Life History (growth, maturity, fecundity, natural mortality, meristics, etc.)
* Catch (retained and discarded)
* Indices and standardization (Fishery dependent and independent)
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* Indices and standardization (Fishery dependent and independent)
* Indices and Standardization (Fishery dependent and independent)

* Life History (growth, maturity, fecundity, natural mortality, meristics, etc.)
* Catch (retained and discarded)
* Indices and standardization (Fishery dependent and independent)
* Composition data - age, length (Description, aging error, reweighting)
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* Composition data - age, length (Description, aging error, reweighting)
* Composition Data - age, length (Description, aging error, reweighting)

* Catch (retained and discarded)
* Indices and standardization (Fishery dependent and independent)
* Composition data - age, length (Description, aging error, reweighting)
* Absolute abundance (if applicable)
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* Absolute abundance (if applicable)
* Absolute Abundance (if applicable)

* Indices and standardization (Fishery dependent and independent)
* Composition data - age, length (Description, aging error, reweighting)
* Absolute abundance (if applicable)
* Environmental/ecosystem indicator data. Please include a blanket statement if none are considered.
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* Environmental/ecosystem indicator data. Please include a blanket statement if none are considered.
* Environmental/Ecosystem Indicator Data. Please include a blanket statement if none are considered.

* Model Fits
* Model Diagnostics
* Sensitivity Analyses
* Management Benchmarks: decisions on management metrics/benchmarks (i.e. provide a rationale for why a specific F-proxy was recommended for management)
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Do you mean "e.g." (an example), as opposed to "i.e."?


### Tables:

At minimum, please include the following tables into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.
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@sbreitbart-NOAA sbreitbart-NOAA Jun 3, 2026

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Suggested change
At minimum, please include the following tables into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.
At minimum, please include the following tables in the report (when applicable to the stock). Semi-automated tables can be made using the [{stockplotr}](github.com/nmfs-ost/stockplotr) package.


### Tables:

At minimum, please include the following tables into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.
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Which tables?


### Figures:

At minimum, please include the following figures into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.
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@sbreitbart-NOAA sbreitbart-NOAA Jun 3, 2026

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Suggested change
At minimum, please include the following figures into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.
At minimum, please include the following figures in the report (when applicable to the stock). Semi-automated figures can be made using the [{stockplotr}](github.com/nmfs-ost/stockplotr) package.

At minimum, please include the following tables into the report (when applicable to the stock). Pre-made figures can be found in the {stockplotr} package downloaded from GitHub.

### Figures:

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Which figures?

@@ -0,0 +1,87 @@
---
title: "NMFS Stock Assessment Guidelines"
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Minor change to match the menu item name

Suggested change
title: "NMFS Stock Assessment Guidelines"
title: "NMFS Stock Assessment Report Guidelines"

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Thanks for putting in the time to add this to the website! It will make a very important addition.
The changes I've suggested are mostly about ensuring consistent style across the document (capitalization, headers, etc.). I've also striven to make the intro more clear by summarizing some info from the appendix and moving it up there, since the idea of what goes into the main report body vs. appendix is critical.

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