1. Plone for Education:
Bibliographies
Sally Kleinfeldt, Cris Ewing, Carlos de la Guardia
Plone Conference Brasilia
2 October 2013
CC BY Yuri Levchenko - http://www.flickr.com/photos/i8ipod/9280261014/

2. Why Plone?
CC BY Bart Everson - www.flickr.com/photos/editor/6698208975/

3. Fundamentals

4. Fundamentals
• Secure

5. Fundamentals
• Secure
• Robust permission system

6. Fundamentals
• Secure
• Robust permission system
• Accessible (Section 508)

7. Fundamentals
• Secure
• Robust permission system
• Accessible (Section 508)
• Scaleable (users, pages)

8. Fundamentals
• Secure
• Robust permission system
• Accessible (Section 508)
• Scaleable (users, pages)
• Diazo theming with HTML,
CSS

9. Fundamentals
• Secure
• Robust permission system
• Accessible (Section 508)
• Scaleable (users, pages)
• Diazo theming with HTML,
CSS
• Custom types and
workflows

10. Add-ons

11. Add-ons
• LDAP/Active Directory
integration

12. Add-ons
• LDAP/Active Directory
integration
• Subsites for departments,
faculties

13. Add-ons
• LDAP/Active Directory
integration
• Subsites for departments,
faculties
• Calendaring tools

14. Add-ons
• LDAP/Active Directory
integration
• Subsites for departments,
faculties
• Calendaring tools
• Fundraising/CRM
(Salesforce.com)

15. Add-ons
• LDAP/Active Directory
integration
• Subsites for departments,
faculties
• Calendaring tools
• Fundraising/CRM
(Salesforce.com)
• Faculty/Staff Directory

16. Add-ons
• LDAP/Active Directory
integration
• Subsites for departments,
faculties
• Calendaring tools
• Fundraising/CRM
(Salesforce.com)
• Faculty/Staff Directory
• Bibliographies

17. Bibliographies for
Plone since 2005

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

19. CMFBibliographyAT
• Create and manage
bibliographic
references
CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

20. CMFBibliographyAT
• Create and manage
bibliographic
references
• Feature complete
for its niche
CC BY Moyan Brenn - http://www.flickr.com/photos/aigle_dore/6365101775/

21. 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/

22. Details

23. Details
• Provides 16 different types of references as
AT content types, plus special folder

24. Details
• Provides 16 different types of references as
AT content types, plus special folder
• Personal and aggregated lists

25. 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

26. 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)

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

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

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

30. Examples
http://www.upress.umn.edu/ (staging site)

31. Editing

32. Built-in Search

33. Style Wars!
CC BY Jill Carlson - www.flickr.com/photos/jill_carlson/9704689913/

34. Different Discipline
Different Style

35. Different Discipline
Different Style
APA

36. Different Discipline
Different Style
APA

37. Different Discipline
Different Style
APA
CSE

38. Different Discipline
Different Style
APA
CSE

39. Different Discipline
Different Style
APA
CSE
MLA

40. Different Discipline
Different Style
APA
CSE
MLA

41. Different Discipline
Different Style
APA
CSE
MLA
Etc...

42. Styles in Plone
Bibliographies

43. Styles in Plone
Bibliographies
• Products.ATBiblioStyles adds support for
Chicago, Harvard, APA, MLA styles

44. Styles in Plone
Bibliographies
• Products.ATBiblioStyles adds support for
Chicago, Harvard, APA, MLA styles
• Python skills required to add new styles

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

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

47. Not Enough!
CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

48. Not Enough!
• A few styles is not
enough for serious
academic use
CC BY Cherry Ride - http://www.flickr.com/photos/cherryride/5466972761/

49. 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/

50. 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/

51. CSL to the Rescue!
CC BY Scott Feldstein - http://www.flickr.com/photos/scottfeldstein/66034401/

52. Citation Style
Language

53. Citation Style
Language
• http://citationstyles.org/

54. Citation Style
Language
• http://citationstyles.org/
• XML syntax for defining bibliographic
styles

55. Citation Style
Language
• http://citationstyles.org/
• XML syntax for defining bibliographic
styles
• 6,500+ styles available on crowd
sourced Github repository

56. 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

57. Zotero Style
Repository

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

59. CSL Processors
• citeproc-js
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

60. CSL Processors
• citeproc-js
• citeproc-hs
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

61. CSL Processors
• citeproc-js
• citeproc-hs
• citeproc-ruby
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

62. CSL Processors
• citeproc-js
• citeproc-hs
• citeproc-ruby
• citeproc-java
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

63. CSL Processors
• citeproc-js
• citeproc-hs
• citeproc-ruby
• citeproc-java
• citeproc-py
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

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

65. CSL Processors
• citeproc-py is... fluid
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

66. CSL Processors
• citeproc-py is... fluid
• Only about 60%
complete
CC BY Ray Larabie - http://www.flickr.com/photos/27117620@N06/6243443814/

67. 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/

68. 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/

69. The Right Solution

70. The Right Solution
• Standard way to add citation styles

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

72. The Right Solution
• Standard way to add citation styles
• Used by Zotero, reference management
Firefox plugin
• Add-ons for Drupal and Wordpress

73. 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!

74. Thank You to
Our Sponsors

75. Our Sponsors

76. Our Sponsors
• Needed bibliography styling

77. Our Sponsors
• Needed bibliography styling
• Agreed to pool resources

78. collective.citationstyles

79. collective.citationstyles
• Integration of CSL styles into Plone

80. collective.citationstyles
• Integration of CSL styles into Plone
• Control panel to upload style xml files

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

82. 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

83. 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

84. the moving parts

85. the moving parts
• Iterator

86. the moving parts
• Iterator
• An adapter

87. the moving parts
• Iterator
• An adapter
• Iterates over context

88. the moving parts
• Iterator
• An adapter
• Iterates over context
• yields IBibliographicReferences

89. the moving parts
• Iterator
• An adapter
• Iterates over context
• yields IBibliographicReferences

90. the moving parts

91. the moving parts
• Renderer

92. the moving parts
• Renderer
• a utility

93. the moving parts
• Renderer
• a utility
• pass in
IBibliographicReference

94. the moving parts
• Renderer
• a utility
• pass in
IBibliographicReference
• extracts values

95. the moving parts
• Renderer
• a utility
• pass in
IBibliographicReference
• extracts values
• CMFBib -> CSL

96. the moving parts
• Renderer
• a utility
• pass in
IBibliographicReference
• extracts values
• CMFBib -> CSL
• returns python dict

97. the moving parts
• Renderer
• a utility
• pass in
IBibliographicReference
• extracts values
• CMFBib -> CSL
• returns python dict

98. the moving parts

99. the moving parts
• @@citations-json browser view

100. the moving parts
• @@citations-json browser view
• in any context

101. the moving parts
• @@citations-json browser view
• in any context
• builds iterator

102. the moving parts
• @@citations-json browser view
• in any context
• builds iterator
• renders references

103. the moving parts
• @@citations-json browser view
• in any context
• builds iterator
• renders references
• returns JSON

104. the moving parts
• @@citations-json browser view
• in any context
• builds iterator
• renders references
• returns JSON

105. 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

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

107. collective.citationstyles
Status

108. collective.citationstyles
Status

109. collective.citationstyles
Status
Usable

110. collective.citationstyles
Status
• can import CSL styles
Usable

111. collective.citationstyles
Status
• can import CSL styles
• can select default style
Usable

112. collective.citationstyles
Status
• can import CSL styles
• can select default style
• will render individual references
Usable

113. collective.citationstyles
Status
• can import CSL styles
• can select default style
• will render individual references
• will render Bibliography Folders
Usable

114. collective.citationstyles
Status

115. collective.citationstyles
Status
Not Feature Complete

116. collective.citationstyles
Status
• adding default styles (ootb)
• adding editor style selection tab
• adding browser views for collections
Not Feature Complete

117. collective.citationstyles
Status

118. collective.citationstyles
Status
Things We’d Like to See

119. collective.citationstyles
Status
• dynamic style selection for viewers
• automatic processing of inline citations
• replacement of existing CMFBib views?
Things We’d Like to See

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

121. CMFBibliographyAT
Problems
• Big, old fashioned,
complicated
CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

122. CMFBibliographyAT
Problems
• Big, old fashioned,
complicated
• CMF layer, Archetypes
CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

123. CMFBibliographyAT
Problems
• Big, old fashioned,
complicated
• CMF layer, Archetypes
• Not Collection friendly
CC BY Stuart Seeger - http://www.flickr.com/photos/stuseeger/216598424/

124. CMFBibliographyAT
Problems
• 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/

125. CMFBibliographyAT
Way Forward
CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

126. CMFBibliographyAT
Way Forward
• Find sponsors
CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

127. CMFBibliographyAT
Way Forward
• Find sponsors
• Schedule rewrite sprint
CC BY Dave Bleasdale - http://www.flickr.com/photos/sidelong/4564071208/

128. Questions?
cris@crisewing.com
@crisewing