plone for education: bibliographies

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Websites targeted at academic audiences can serve a variety of purposes, but no matter what the discipline, bibliographic references are a common theme. Plone has supported online bibliographies for many years, the CMFBibliographyAT add-on supports a number of different export and import formats and 16 different reference types. However Plone's current bibliography toolkit is limited in the ways that references can be styled and used in citations. CSL - citation style language - defines an XML syntax for defining bibliographic styling, which is used by many systems including add-ons for Drupal and Wordpress. In this talk I will explore how Plone can produce formatted bibliographies and citations by using the formatting instructions provided by CSL styles in conjunction with the bibliography content types.

TRANSCRIPT

Plone for Education: Bibliographies

Sally Kleinfeldt, Cris EwingPlone Conference Brasilia

2 October 2013

CC BY Yuri Levchenko - http://www.flickr.com/photos/i8ipod/9280261014/

Why Plone?

CC BY Bart Everson - www.flickr.com/photos/editor/6698208975/

Fundamentals

Fundamentals• Secure

Fundamentals• Secure

• Robust permission system

Fundamentals• Secure

• Robust permission system

• Accessible (Section 508)

Fundamentals• Secure

• Robust permission system

• Accessible (Section 508)

• Scaleable (users, pages)

Fundamentals• Secure

• Robust permission system

• Accessible (Section 508)

• Scaleable (users, pages)

• Diazo theming with HTML, CSS

Fundamentals• Secure

• Robust permission system

• Accessible (Section 508)

• Scaleable (users, pages)

• Diazo theming with HTML, CSS

• Custom types and workflows

Add-ons

Add-ons• LDAP/Active Directory

integration

Add-ons• LDAP/Active Directory

integration

• Subsites for departments, faculties

Add-ons• LDAP/Active Directory

integration

• Subsites for departments, faculties

• Calendaring tools

Add-ons• LDAP/Active Directory

integration

• Subsites for departments, faculties

• Calendaring tools

• Fundraising/CRM (Salesforce.com)

Add-ons• LDAP/Active Directory

integration

• Subsites for departments, faculties

• Calendaring tools

• Fundraising/CRM (Salesforce.com)

• Faculty/Staff Directory

Add-ons• LDAP/Active Directory

integration

• Subsites for departments, faculties

• Calendaring tools

• Fundraising/CRM (Salesforce.com)

• Faculty/Staff Directory

• Bibliographies

Bibliographies for Plone since 2005

CMFBibliographyAT

CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

CMFBibliographyAT• Create and manage

bibliographic references

CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

CMFBibliographyAT• Create and manage

bibliographic references

• Feature complete for its niche

CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

CMFBibliographyAT• Create and manage

bibliographic references

• Feature complete for its niche

• Stable - not much change in 2 years

CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

Details

Details• Provides 16 different types of references as

AT content types, plus special folder

Details• Provides 16 different types of references as

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

Details• Provides 16 different types of references as

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

management system

Details• Provides 16 different types of references as

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

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

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

Editing

Built-in Search

Style Wars!

CC BY Jill Carlson - www.flickr.com/photos/jill_carlson/9704689913/

Different Discipline Different Style

Different Discipline Different Style

APA

Different Discipline Different Style

APA

Different Discipline Different Style

APA

CSE

Different Discipline Different Style

APA

CSE

Different Discipline Different Style

APA

CSE

MLA

Different Discipline Different Style

APA

CSE

MLA

Different Discipline Different Style

APA

CSE

MLA

Etc...

Styles in Plone Bibliographies

Styles in Plone Bibliographies

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

Styles in Plone Bibliographies

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

• Python skills required to add new styles

Not Enough!

CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

Not Enough!• A few styles is not

enough for serious academic use

CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

Not Enough!• A few styles is not

enough for serious academic use

• How to easily support hundreds of styles?

CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

Not Enough!• A few styles is not

enough for serious academic use

• How to easily support hundreds of styles?

• A problem all bibliographic tools have to solve

CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

CSL to the Rescue!

CC BY Scott Feldstein - http://www.flickr.com/photos/scottfeldstein/66034401/

Citation Style Language

Citation Style Language

• http://citationstyles.org/

Citation Style Language

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

styles

Citation Style Language

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

styles• 6,500+ styles available on crowd

sourced Github repository

Citation Style Language

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

styles• 6,500+ styles available on crowd

sourced Github repository• Styles can be browsed, previewed at

Zotero Style Repository

Zotero Style Repository

CSL Processors

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-js

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-js

• citeproc-hs

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-js

• citeproc-hs

• citeproc-ruby

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-js

• citeproc-hs

• citeproc-ruby

• citeproc-java

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-js

• citeproc-hs

• citeproc-ruby

• citeproc-java

• citeproc-py

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-py is... fluid

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-py is... fluid

• Only about 60% complete

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-py is... fluid

• Only about 60% complete

• Aimed at Python 3.x

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

CSL Processors• citeproc-py is... fluid

• Only about 60% complete

• Aimed at Python 3.x

• citeproc-js - JavaScript CSL processor in wide use

CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

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

Firefox plugin

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

Firefox plugin• Add-ons for Drupal and Wordpress

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

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

collective.citationstyles

collective.citationstyles

• Integration of CSL styles into Plone

collective.citationstyles

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

collective.citationstyles

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

collective.citationstyles

• 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

collective.citationstyles

• 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

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

The Moving Parts• Renderer

• a utility

The Moving Parts• Renderer

• a utility• pass in

IBibliographicReference

The Moving Parts• Renderer

• a utility• pass in

IBibliographicReference• extracts values

The Moving Parts• Renderer

• a utility• pass in

IBibliographicReference• extracts values

• CMFBib -> CSL

The Moving Parts• Renderer

• a utility• pass in

IBibliographicReference• extracts values

• CMFBib -> CSL• returns python dict

The Moving Parts• Renderer

• a utility• pass in

IBibliographicReference• extracts values

• 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

Samples

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

collective.citationstylesStatus

collective.citationstylesStatus

collective.citationstylesStatusUsable

collective.citationstylesStatus

• can import CSL styles

Usable

collective.citationstylesStatus

• can import CSL styles• can select default style

Usable

collective.citationstylesStatus

• can import CSL styles• can select default style• will render individual references

Usable

collective.citationstylesStatus

• can import CSL styles• can select default style• will render individual references• will render Bibliography Folders

Usable

collective.citationstylesStatus

collective.citationstylesStatus

Not Feature Complete

collective.citationstylesStatus

• adding default styles (ootb)• adding editor style selection tab• adding browser views for collections

Not Feature Complete

collective.citationstylesStatus

collective.citationstylesStatus

Things We’d Like to See

collective.citationstylesStatus

• dynamic style selection for viewers• automatic processing of inline citations• replacement of existing CMFBib views?

Things We’d Like to See

CMFBibliographyATProblems

CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

CMFBibliographyATProblems

• Big, old fashioned, complicated

CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

CMFBibliographyATProblems

• Big, old fashioned, complicated

• CMF layer, Archetypes

CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

CMFBibliographyATProblems

• Big, old fashioned, complicated

• CMF layer, Archetypes

• Not Collection friendly

CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

CMFBibliographyATProblems

• Big, old fashioned, complicated

• CMF layer, Archetypes

• Not Collection friendly

• Major rewrite would be huge

CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

CMFBibliographyATWay Forward

CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

CMFBibliographyATWay Forward

• Find sponsors

CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

CMFBibliographyATWay Forward

• Find sponsors• Schedule rewrite sprint

CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

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