Plone biblio

Plone for Education: Bibliographies

Sally KleinfeldtPlone Symposium Midwest

18 June 2014

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Why Plone for Edu?

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Fundamentals

Wednesday, June 18, 14

Fundamentals• Secure



• Robust permission system




• Accessible (Section 508)





• Scaleable (users, pages)






• Diazo theming with HTML, CSS






• Diazo theming with HTML, CSS

• Custom types and workflows


Add-ons


Add-ons• LDAP/Active Directory

integration



integration

• Subsites for departments, faculties



integration


• Calendaring tools



integration



• Fundraising/CRM (Salesforce.com)



integration




• Faculty/Staff Directory



integration




• Faculty/Staff Directory

• Bibliographies


Bibliographies for Plone since 2005


CMFBibliographyAT

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CMFBibliographyAT• Create and manage

bibliographic references







• Feature complete for its niche







• Feature complete for its niche

• Stable - not much change in 2 years





Details


Details• Provides 16 different types of references as

AT content types, plus special folder



AT content types, plus special folder• Personal and aggregated lists



AT content types, plus special folder• Personal and aggregated lists• Schema follows BibTeX - LaTeX’s reference

management system



AT content types, plus special folder• Personal and aggregated lists• Schema follows BibTeX - LaTeX’s reference

management system• Supports several import and export formats,

easy to add new ones (Zope utilities)


Exampleshttp://www.weigelworld.org/research/publications


http://www.weigelworld.org/research/publications


Exampleshttp://www.weigelworld.org/research/publications




Exampleshttp://www.doaks.org/resources/seals/seals-bibliography


http://www.doaks.org/resources/seals/seals-bibliography

http://www.doaks.org/resources/seals/seals-bibliography

Exampleshttp://www.upress.umn.edu/ (staging site)


http://www.upress.umn.edu

http://www.upress.umn.edu

Editing


Built-in Search


Faceted Navigation


Style Wars!

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Different Discipline Different Style



APA



APA



APA

CSE



APA

CSE



APA

CSE

MLA



APA

CSE

MLA



APA

CSE

MLA

Etc...


Styles in Plone Bibliographies



• Products.ATBiblioStyles adds support for Chicago, Harvard, APA, MLA styles



• Products.ATBiblioStyles adds support for Chicago, Harvard, APA, MLA styles

• Python skills required to add new styles


Examplehttp://www.es.utoronto.ca/Members/anderson/anderson_bib/


http://www.es.utoronto.ca/Members/anderson/anderson_bib/


Examplehttp://www.es.utoronto.ca/Members/anderson/anderson_bib/




Not Enough!

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Not Enough!• A few styles is not

enough for serious academic use







• How to easily support hundreds of styles?







• How to easily support hundreds of styles?

• A problem all bibliographic tools have to solve





CSL to the Rescue!

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Citation Style Language

Thank you Lawrence Loewe and Symposium Midwest 2013!





• http://citationstyles.org/


http://citationstyles.org



• http://citationstyles.org/ • XML syntax for defining bibliographic

styles






styles• 6,500+ styles available on crowd

sourced Github repository






styles• 6,500+ styles available on crowd

sourced Github repository• Styles can be browsed, previewed at

Zotero Style Repository




Zotero Style Repository


CSL Processors

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CSL Processors• citeproc-js






• citeproc-hs






• citeproc-hs

• citeproc-ruby






• citeproc-hs

• citeproc-ruby

• citeproc-java






• citeproc-hs

• citeproc-ruby

• citeproc-java

• citeproc-py





CSL Processors





CSL Processors• citeproc-py is... fluid






• Only about 60% complete







• Aimed at Python 3.x







• Aimed at Python 3.x

• citeproc-js - JavaScript CSL processor in wide use





The Right Solution


The Right Solution• Standard way to add citation styles


The Right Solution• Standard way to add citation styles• Used by Zotero, reference management

system and Firefox plugin



system and Firefox plugin• Add-ons for Drupal and Wordpress



system and Firefox plugin• Add-ons for Drupal and Wordpress• Need add-on for Plone!


Thank You to Our Sponsors


Our Sponsors


Our Sponsors

• Needed bibliography styling


Our Sponsors

• Needed bibliography styling • Agreed to pool resources


Our Sponsors

• Needed bibliography styling • Agreed to pool resources• Jazkarta chipped in too...


Not Pseudo-APA Style


But Real APA Style!


collective.citationstyles



• Integration of CSL styles into Plone



• Integration of CSL styles into Plone• Control panel to upload style xml files



• Integration of CSL styles into Plone• Control panel to upload style xml files• Allow selection of site-wide “default” style



• Integration of CSL styles into Plone• Control panel to upload style xml files• Allow selection of site-wide “default” style• Allow editor selection of style per-context



• Integration of CSL styles into Plone• Control panel to upload style xml files• Allow selection of site-wide “default” style• Allow editor selection of style per-context• Handle actual rendering in-browser on

the client side




collective.citationstylesIs Usable

• Can import CSL styles• Can select default style• Will render individual references• Will render Bibliography Folders


Samples

CC-BY BartEverts: http://www.flickr.com/photos/barteverts/3068747619


Citation Styles Control Panel


Bibliography Folder: Selecting a Style


Bibliography Folder: Displaying a Style


Individual Reference: CSL + Custom View


Things We’d Like to Add


Things We’d Like to Add

• Editor style selection tab• Browser views for collections• Automatic processing of inline citations• Replacement of existing CMFBib views?


CMFBibliographyATProblems

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• Big, old fashioned, complicated






• CMF layer, Archetypes







• Grew organically, new features pasted on








• Not Collection friendly








• Not Collection friendly

• Major rewrite would be huge




CMFBibliographyATWay Forward

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• Find sponsors






• Find sponsors• Schedule rewrite sprint





Rewrite Sponsors

• Plone Foundation• German University Consortium• Jazkarta• Others?


Rewrite Architecture• Take advantage of existing standards

• Display layer - use Javascript CSL processor

• Storage layer - use Dexterity types with MODS XML storage, the LOC standard bibutils works from

• Management layer - use Plone


Rewrite Approach

• Inventory CMFBib + add-ons features• Prioritize features to re-implement• Implement each feature in the

appropriate layer


Rewrite is Essential

• Archetypes is going away• Many academic sites use this tool


Demo


Discussion?


The Moving Parts


The Moving Parts

• Iterator


The Moving Parts

• Iterator• An adapter


The Moving Parts

• Iterator• An adapter• Iterates over context


The Moving Parts

• Iterator• An adapter• Iterates over context• yields IBibliographicReferences


The Moving Parts

• Iterator• An adapter• Iterates over context• yields IBibliographicReferences


The Moving Parts


The Moving Parts• Renderer



• a utility



• a utility• pass in

IBibliographicReference




IBibliographicReference• extracts values





• CMFBib -> CSL





• CMFBib -> CSL• returns python dict





• CMFBib -> CSL• returns python dict


The Moving Parts


The Moving Parts

• @@citations-json browser view


The Moving Parts

• @@citations-json browser view• in any context


The Moving Parts

• @@citations-json browser view• in any context• builds iterator


The Moving Parts

• @@citations-json browser view• in any context• builds iterator• renders references


The Moving Parts

• @@citations-json browser view• in any context• builds iterator• renders references• returns JSON


The Moving Parts

• @@citations-json browser view• in any context• builds iterator• renders references• returns JSON


The Moving Parts• citeproc-setup viewlet

• load citeproc-js core javascript• configure rendering engine• get bibliography item JSON via AJAX• replace standard CMFBibAT

representation with rendered view• No-JS and error fallback to standard


Technology

Plone biblio