Successful Content Management
for Plone

Catherine Williams
Christian Vinten-Johansen

Penn State

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Introductions

Presenters introduce themselves first

Also find out about roles, technical experience, experience with CMSs etc -- as per pre-course questionnaire.

Goals

Conventions

Logistics

Also:

  • Session timings: coffee breaks, lunch breaks
  • Lunch arrangements: venue, format
  • Emergency exits
  • Evening arrangements: Whiskers

For people having trouble connecting to the internet: help on hand during coffee break

For people having trouble installing Plone: help on hand at lunch and at end of day

Web Content Management

Essential features

There are several technologies common to all software calling itself Content Management Systems (CMS). Most CMSs have many more features, but this is the canonical list.

Content Management Systems

Common features

Most CMSs are more featurefull.

Why Plone?

Discussion of other content management systems people have used; pros and cons vs Plone.

Technical skill sets required

Content providers don't need to know any HTML or CSS: WISYWIG tools enable markup.

Extent to which your developers need to know XHTML, CSS, Javascript, RSS, tal, python etc depends on what you want to do

Adding and editing content

This is a concepts slide. Visible content versus metadata needs to be introduced because the metadata is so to important to CMS functionality and information architecture, and often ignored by content providers.

Your turn

Reference material: The Weblion wiki

Exercises

  • Log in
  • Change passwords
  • Add a folder and a page to your user folder. Who can see them? What are the URLs? Retitle the page. What happens to the URL? Change the URL
  • Upload an image and a file (e.g. pdf file). Who can see them? What are the URLs?
  • Make your whole user folder visible to other course attendees
  • Change the order of items in navigation portlet
  • Make your folder invisible to navigation
  • Make your page invisible to navigtion and search

Demonstrations / things to point out

  • Option of having or not having user folders
  • Difference in Manager vs non-manager roles in terms of interface (esp. site setup control panel access and sharing tabs)
  • Restricting addable items via the plone interface
  • Selecting a view template from those available: folder example
  • Setting a page as the default view for the folder
  • Automatic creation of URLs from titles, except for images and files
  • Renaming items
  • Hiding items: lots of ways
  • Contents tab: reordering items

Before you start: info. architecture

User-centered design is essential

Structure site, develop functionality and content to match what users want to know and do.

Requires an understanding of who users are, how they think and behave: user research and testing.

Architecture also affects ease of…

Lots of sites under one umbrella?

Need to decide whether you will have one site with lots of subsites, or lots of sites.

Subsites enable easy sharing of content (no need for web services) but theming can be more challenging.

Separate sites enable easy differences in theming but sharing content requires web services.

IA: Use Plone's Strengths

Why new content types?

  • Easier for content providers to understand: e.g., pdf file vs Word file vs Excel file… as opposed to "file"
  • Can apply content-specific view templates: e.g. for marketing news, use this template; for accounting news, use this template
  • Can restrict what items are addable inside folderish content types, site wide… so don't need to do lots of (timeconsuming) manual restriction: e.g., images folder vs folder
  • Can restrict what items are searchable and/or show up in navigation.

Content Types: what, where, how

Here we discuss how to customize:

  • What content types are available to add
  • Exactly where they can be added… or not
  • What view templates are used by default
  • What other view templates are available

Demonstrations / things to point out

  • Make implicitly addable... or not: Large Plone Folder example
  • Copy and paste content type to create a new one: Folder example
  • Restrict addable content types: Images Folder example
  • Restrict view templates that can be applied; set default view template: example - set thumbnail view as default for images folder

References

Recommended while you build

Plone lends itself to an agile approach. Its object-oriented database and extensive through-the-web editing tools mean that different structures can be quickly and easily tested.

Roles and workflow enable great control over who sees what, when, where.

Best practices for content providers

Focus on content quality!

Train your content providers! Writing for the web is not the same as writing for print. Don't let them cut and paste from print brochures onto the web.

Tips for convincing content providers to start writing better content

IA & usability resources

Not an exclusive list, but resources we find ourselves going back go time and again. Not just for ourselves, but also to point out to decision makers that what we're advocating is best practice ("look, it's here in a book"… so it must be correct, right?)

Useful tools for content quality

Tools for Web developers
Firefox: Firebug
Firefox: Web Developers Toolbar
(Internet Explorer: Developer Toolbar)
Tools for content providers
Firefox: Link Checker

Exercises

Demonstrations

Extending Plone

Built-in extensions and add-on products:

Note: adding products is typically the job of the web administrator!

Demonstration

References

Some useful products

Advice on choosing products

See https://weblion.psu.edu/trac/weblion/wiki/IntroductionToProducts

Other useful products

Note about installing products

Example: PloneFormGen

A very useful product for generating online forms that can mail themselves to someone and/or write to a database. You can view the database onscreen or you can download it.

Demonstration

Controling who can see / do what, when

Reference material

Your turn

Exercises

Intranets and extranets

Demonstration

References

Theming

Demonstration

Developing themes

Reference

Plone's stylesheets

Demonstration

DTML and base properties

Reference

Customizing images

Demonstration

Customizing WISYWG editors

Demonstration

Development

Other things to think about

Buildout may help keep lots of development environments synchronized; also to replicate production environments

References

Debugging

References

Deployment

References

Resources and Support

Books and documentation
Content Management with Plone: Handbook for Authors and Editors
Online documentation
Talk to real people
IRC: irc.freenode.net#weblion
The WebLion project has information on IRC communication.
AOL Instant Messenger, Christian: cvjohansen
Email: support@weblion.psu.edu

Thank you

Good luck!

Keep in touch

Catherine Williams and Christian Vinten-Johansen