Greg Vogl ACNS Middleware Wednesday, January 5, 2011 TM

 Software application  Web-based  Manages content (files and information) ◦ Create - WYSIWYG editor ◦ Store - Database ◦ Display – Templates ◦ Organize - Administration tools  No universal definition ◦ Systems differ radically  Feature sets  Complexity  Cost 2

 Top and left menus  Breadcrumbs  Footer: URL, modified, contact, print,  News and promotions Newspromotions  Sitemap Sitemap  A-Z list vs. Drupal Glossary A-Z listDrupal Glossary  Drupal Search Drupal Search  Contact form, CAPTCHA Contact form  Drupal procedures for Libraries staff Drupal procedures for Libraries staff 3

 XHTML: static pages  JavaScript: client-side dynamic effects  SSI: consistent headers, footers, menus  CSS: consistent presentation  Apache: restrict access to staff content  Samba: read/write access via Windows paths  PHP and Perl: dynamic pages and applications ◦ Open source: Wikis, blogs, calendar, form handler ◦ In house: Databases, staff directory, request and contact forms, spam protection, author meta tags, web page list ◦ Other servers: LibGuides, Catalog, Discovery, E-Journals, InterLibrary Loan, Course Reserves, Digital Repository 4

 Too many web pages, files and folders  Presentation is not fully separated from content  Web authors need extensive technical skills  Existing admin tools are home-grown and limited  Maintenance is time-consuming and error-prone  Consequences ◦ Few staff members add or edit content ◦ Content is not organized, consistent, up to date ◦ Quality and consistency of presentation is weak ◦ Site seems static, neglected, complex, unappealing ◦ 10% decline in Libraries site visits in 2009 vs

 Existing CMS-like systems ◦ Wikis, Blogs, LibGuides  Observations ◦ More dynamic pages are being created and viewed ◦ More authors are active  Conclusions ◦ Dynamic Web pages are replacing static ones ◦ Most staff prefer creating them ◦ Processes and tools affect product quality ◦ Automated content management saves staff time 6

 WYSIWYG editor ◦ No need for advanced HTML or CSS skills ◦ No need for Dreamweaver or FrontPage ◦ No wiki syntax to learn ◦ Can paste content from a word processor  Web-based access ◦ Edit content from any networked PC ◦ Staff can change content immediately ◦ No waiting for Web staff to upload content ◦ Upload many types of documents and files 7

 Specialization of roles ◦ Content, edit/publish, design, code, admin  Better content management tools ◦ Workflows – assure key pages are reviewed ◦ Version history – view and roll back changes  Better admin tools ◦ User and permissions management ◦ Global search and replace - URLs, Web authors  Remix content ◦ No redundant copies of information ◦ Form data, RSS feeds, A-Z, sitemap, breadcrumbs 8

 Separation of concerns Separation of concerns ◦ Content/presentation, data/business logic Content/presentation  Visual consistency ◦ Page layout, formatting, navigation ◦ Each page must choose a template  More findable, usable, accessible ◦ Easier compliance with Web standards ◦ Easier Search Engine OptimizationSearch Engine Optimization 9

 What ◦ Participation, information sharing, collaboration ◦ Form a learning community (social constructivism)  Who ◦ Libraries staff, CSU, community, world  How ◦ Forms, comments & suggestions, surveys, polls ◦ Wikis, blogs, news feeds, events calendars ◦ Discussion forums, chat rooms, mailings, photos ◦ Personalization, tags, ratings, reviews 10

 Staff time: design, admin, migration, support  Degraded performance and security  Overly uniform appearance  Inflexibility  Increased complexity (site, code, workflows)  More information silos  More content and authors to manage  Lower overall content quality? 11

 Free or relatively low cost  Maturity, stability, performance  Flexible open-source development framework  Ease of use ◦ Good match for expertise of technical staff ◦ Installation, configuration, customization ◦ Integration with existing systems/apps ◦ Edit and manage many content types ◦ Manage users, roles and workflows ◦ Documentation and support 12

 Commercial ◦ Microsoft SharePoint Microsoft SharePoint ◦ Adobe Contribute Adobe Contribute ◦ CSU Department of Web Communications CSU Department of Web Communications  Open Source ◦ Drupal (PHP/MySQL) Drupal ◦ Joomla! (PHP/MySQL) Joomla! ◦ Plone (Python) Plone ◦ Alfresco (Java) Alfresco  List of Content Management Systems List of Content Management Systems 13

 Mature (created in 2001) ◦ Rich in features, documentation and supportfeaturesdocumentationsupport  Free, open source, Web-based ◦ Linux or Windows, Apache or IIS, PHP 5, MySQL ◦ No added hardware or software costs  Many Drupal online resources for Libraries Many Drupal online resources for Libraries ◦ Used by over 30 academic libraries, e.g. ArizonalibrariesArizona ◦ Discussed at library conferences and online groups ◦ Many library-specific modules and usesmodules 14

 Prepare a server ◦ Install Web server software, PHP, and SQL  Download Drupal and contributed modules ◦ drupal.org/download drupal.org/download ◦ Top modules by usage Top modules by usage  Download a theme to customize look and feeltheme ◦ CSU Libraries uses CTI Flex, a subtheme of ZenCTI FlexZen  Drush (Drupal Shell) Drush ◦ Easy module installs/upgrades:  drush dl module_name 15

 Free downloads to simplify Drupal installation Free downloads ◦ Drupal distributions include popular modulesmodules ◦ Stack installers for Windows and Mac OS X ◦ Microsoft Web Platform Installer for IIS ◦ Version Control Repositories (e.g. Subversion) Version Control Repositories  Easy command-line Drupal installation:  svn co  Easy upgrades of Drupal and modules:  svn update  Paid services Paid services ◦ Hosting, support, training, etc. Hostingsupporttraining 16

 Login  Personal Information  Blog  Edit  Track  Contact 17

 Content lists: Content, Accessible content  Create content: Page, CKEditor, Revisions  Books  Events and Calendar  Web Forms  Comments  Taxonomy  Search and Replace Scanner  Backup and Migrate 18

 Blocks  Contact Form  Menus  Modules  Themes: CSU_CTI_Flex, CTI_Flex, Zen, etc.  URL Aliases  URL Redirects  Views  Workflows 19

 Google Analytics ◦ track outgoing and download links, user info  Input Formats ◦ full/filtered HTML, WYSIWYG, PHP  Performance ◦ cache pages; optimize CSS and JavaScript  Site information ◦ name, notification , slogan, footer, home page  Site maintenance ◦ temporarily put the site offline 20

 Roles ◦ list and edit types of users  Users ◦ list and edit user accounts  Permissions ◦ allow or deny actions for each role  Access Rules ◦ allow or deny certain usernames or addresses  Profiles ◦ fields to display about each logged in user 21

 Status Report ◦ software versions, problems  Available Updates ◦ module and theme versions and updates  Security Review ◦ list potential security problems 22

 Themes - provide basic layout; subthemes  Views - display data in a block or node, in table or list format  Panels - display templates for the main content area, e.g. 3-column layout  Path - user-friendly URLs vs. node numbers  Pathauto - automatically create node paths, e.g. based on title and node type  Path Redirect - create external page redirects  Search - search all Drupal pages  Menu Breadcrumb; other breadcrumb modulesother breadcrumb modules  Taxonomy – organize by hierarchy or keywords 23

 WYSIWYG - required for installing Drupal WYSIWYG editor modules Drupal WYSIWYG editor modules ◦ including FCKeditor, YUI Editor and TinyMCEFCKeditorYUI EditorTinyMCE  CKEditor - improved version of FCKeditor  Workflow - moderation of content, requiring approval before posting (save as draft, ready for review, approved for display)  Diff - see differences in revisions  Print - Print, and PDF versions of every page 24

 CCK - content construction kit for custom content types, especially forms  Webform - contacts, questionnaires, surveys, polls, requests, registrations, bug tracking  Date - date/time field type for CCK  Calendar - select dates, schedule events  - field for addresses  CAPTCHA and Mollom- prevent automated spam submissions 25

 Upload - uploading and attaching files to a content node  FileField - field for uploading a file  Image - uploading images  ImageField - uploading images with preview, title and alt text  IMCE, Image Assist - for incorporating images into pages  Gallery - photo gallery  Comparison of image-handling modules Comparison of image-handling modules 26

 Blog - title and body, home blog page, API interactions  Poll - multiple-choice questions; display answers  Comment - allow users to add comments to nodes  Calendar – events calendar  Profile - basic user profiles  Biography – secure, public profiles  Subscription - s page changes to subscribers  Signup - allow users to sign up for an event  Simplenews - publish and newsletters to subscribers  FAQ - allows user-submitted, staff-answered questions  Quiz - author and administer quizzes  Bookmarks, Favorite Nodes - user lists of favorite nodes  FeedAPI, Feeds - RSS feeds  Guestbook - online guest book 27

 Book - group page nodes into a larger hierarchical node like chapters (similar to a wiki)  Organic Groups - for wiki-like collaborative groups  Forum - basic user forum  Advanced Forum - more display features, e.g. user icons and number of posts per user  Chat Room - multi-user chat feature 28

 Administration Menu - dropdown menu for admin tasks  Search and Replace Scanner - replace text in all nodes  Backup and Migrate - export Drupal database to a file  Poor Man's Cron - schedule tasks without crontab  Import HTML - import static HTML pages, create menus  Google Analytics - add tracking codes for Web statistics  XML Sitemap - create and submit sitemap for Googlebot  Admin Role - allow multiple users to be the admin  LDAP integration - authenticate, groups, read/write  Security Review - basic security checks 29

 Next-gen library catalogs ◦ SOPAC - supports Millennium SOPAC ◦ eXtensible Catalog - has Drupal toolkit for interface eXtensible Catalog  Millennium Integration Millennium Integration ◦ Creates bib records as Drupal nodes  Other Library ModulesLibrary Modules ◦ Marc, OAI-PMH, Z39.50 search, link resolver, EZproxy, III authentication ◦ Bibliography, book review, cite 30

 : Formed Web Redesign Team  : Created prototype using godaddy.com  : Installed Drupal 6 on Libraries server  : Launched public beta site  : Trained Libraries staff  : Launched production site  Ongoing: Migrate remaining content  Ongoing: Upgrades ◦ Drupal 7 released January 5, 2011 (today!)  Future: Add Web 2.0 features, library modules 31

 Thousands of legacy pages to convert  No easy automated process to convert pages  No mandate to convert pages  Many pages have custom formatting  Many subsites have custom templates  Many applications are hard to customize  Content spread on multiple servers (silos) ◦ Can't use Drupal’s site index (A-Z), search, statistics  Changing URLs ◦ requires fixing broken links in multiple places  Multiple logins for library systems 32

 Apache, Samba, SSIs, CSS, JavaScript, PHP  MediaWiki and LibGuides ◦ Web 2.0/social features, online editing, version history and notification of changes  Movable Type ◦ vs. Drupal's limited blogs  Indexing and search engines ◦ Library catalog records, digital collections, web pages ◦ Discovery (VuFind, Solr, Nutch), Google Mini  Diagnostics ◦ Google Analytics, Google Webmaster Tools, LinkScan 33

 Drupal's steep learning curve and usability issues ◦ Unintuitive terminology and authoring procedures  Web authoring ◦ Most Web authors already have a workable procedure for creating pages and are familiar with a web editor ◦ Number of active Drupal authors is small  Web 2.0/social features ◦ Administration gives low priority to using Drupal for interactivity, collaboration, communication with patrons  Development Platform ◦ CSU Web Communications and ACNS favor.NET websites  Communication: Too little, too late ◦ , documentation, open forums, feedback, training 34

 Complex Drupal templates ◦ Difficult to add to legacy vendor applications, especially Library Catalog (Sage) and LibGuides  Segmentation faults ◦ bad contributed modules, redirects or rewrite rules? solved by upgrading to PHP 5.2?  CKEditor problem ◦ in non-IE browsers only saves changes in source view; conflict with CTI Flex theme  Caching ◦ Sometimes old pages, CSS, and JavaScript are displayed  Staff accidentally created Drupal accounts ◦ Wanted to log in elsewhere (staff wiki or web mail) 35

 All Library PDI sessions ◦  Drupal in Libraries ◦  Drupal Assessment for CSU Libraries ◦ assessment.html assessment.html  Content Management Systems (2008 PDI) ◦  About the CSU Libraries Website ◦