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Online Exhibits in Plone
             A Project Sponsored By
                Dumbarton Oaks

                         Sally Kleinfeldt, Jazkarta
                         Plone Symposium East
                               May, 23 2012




Image of Byzantine seal ©2012 Dumbarton Oaks, Washington DC, Trustees for Harvard University.
All Rights Reserved.
Online Exhibits

•   Mimic the experience of walking through a
    gallery discovering interesting and beautiful
    objects

•   Used by museums, libraries, art institutes,
    galleries, archives
Commercial
       Exhibit Software

•   Usually found in museum collections
    management systems - expensive

•   Features can be limited or require extensive
    customization
Open Source
       Exhibit Software

•   Choices proliferating

•   From simple to CMS-like
Open Source
       Exhibit Software
•   Omeka - www.omeka.org - Publish
    collections with Dublin Core metadata,
    exhibit plugin with predesigned templates

•   Pachyderm - pachyderm.nmc.org -
    Multimedia authoring with predesigned
    templates

•   Open Exhibits - www.openexhibits.org - Flash
    based templates with multitouch interfaces
Open Source
       Exhibit Software
•   GLAM-Kit - glamkit.org - Django based
    content publishing system for cultural
    institutions

•   OpenCollection - www.collectiveaccess.org/ -
    Collection management

•   CollectionSpace - www.collectionspace.org -
    Collection management
Exhibit Management vs.
 Content Management

•   Simple online exhibit systems like GLAMkit
    add features over time

•   They begin to seem like a content
    management system...
Exhibits in Plone


•   If you are starting with Plone, a full-featured
    CMS, what do you need to make exhibits?
Exhibits in Plone


•   Nothing - sort of

•   Features needed are there already

•   But it takes a skilled content editor and time
Dumbarton Oaks
Dumbarton Oaks
    Research Library and
         Collection
•   An institute of Harvard University dedicated
    to supporting scholarship in Byzantine,
    Garden and Landscape, and Pre-Columbian
    studies

•   Museum, gardens, fellowships, meetings,
    publications and exhibits

•   Located in Georgetown
Dumbarton Oaks
•   Outgrew their static website

•   Researched CMSes and chose Plone

•   Partnered with Jazkarta to do a major
    website redesign and reimplementation

•   Migrated content with funnelweb, new theme
    designed by Might & Main, new navigation,
    new content, custom types for rare books,
    Byzantine seals, images
Before
After
Dumbarton Oaks
           Exhibits
•   Online exhibits will be an important part of
    the new site

•   Have tried Omeka, want something better

•   Want to be able to create exhibits in Plone

    •   Must be easy for content editors - even
        interns - to create

    •   Many ideas for features - image panning and
        zooming, timelines, favorites, comments
Make It Open Source!

•   Dumbarton Oaks decided to create a general
    purpose, open source Plone package for easy
    to create online exhibits

•   This will benefit the whole community and
    make Plone more attractive to museums

•   Thank you Dumbarton Oaks!
The Team
•   Kathy Sparkes, Dumbarton Oaks
    Director of Publications and Project
    Owner

•   Prathmesh Mengane, Michael Sohn, and
    Lisa Wainwright, Dumbarton Oaks web
    development team

•   Sally Kleinfeldt, Project Manager

•   Carlos de la Guardia and Alec Mitchell,
    Developers

•   Kevin Brooks and Arielle Walrath of
    Might & Main, UI/UX Design
Development Process
Development Process
•   Agile, iterative development process

    •   Described here: http://blog.jazkarta.com/
        2012/01/20/agile-development-with-plone-
        revisited/

•   Exhibit requirements were fuzzy, we knew
    getting this right would require multiple
    passes
Discovery
•   Brainstorming and discussions with
    stakeholders

•   Focused on examples of online exhibits they
    like

•   Users had been experimenting with Omeka -
    lots of thoughts about what they liked and
    did not like
Inspirational Examples

•   http://www.americanantiquarian.org/
    Exhibitions/Men/ and /Beauty/

•   http://www.brown.edu/Facilities/
    John_Carter_Brown_Library/drugs/

•   http://www.lib.umd.edu/RARE/
    SpecialCollection/nancy/
Inspirational Examples

•   http://hcl.harvard.edu/libraries/houghton/
    exhibits/johnson/

•   http://icfa.doaks.org/collections/artamonoff/

•   http://robertandmonnoyer.omeka.net/
Take 1

•   Exhibit - folderish type containing pages, a
    media folder, and exhibit items

•   Exhibit Items - reference other content
    items, provide a place for commentary on the
    item in the context of the exhibit
Feedback on Take 1

•   The “Exhibit” thing is like an exhibit section,
    there will be more than one of them in an
    exhibit - need another level of hierarchy

•   It is too clunky and time consuming to create
    everything one at a time
Take 2
•   Three levels: exhibit, section, item

•   Batch create of sections when creating an
    exhibit

•   Section edit provides batch create of items
    from content references

•   Mechanism for creating template pages

•   UI/UX design
Feedback on Take 2


•   This week!
Take 3


•   Implement views shown in wireframes

•   Additional requested features, tweaks

•   CSS styling
collective.exhibit
collective.exhibit

•   https://github.com/jazkarta/collective.exhibit

•   3 Dexterity content types

•   Custom views

•   Custom portlet

•   Control panel
Exhibit Item
•   References a content item

•   Provides exhibit-specific commentary via
    override fields for title, description, body
    text, image

•   View allows navigation among a section’s
    items

•   Checks schema of referenced item looking
    for an image field, prompts for image upload if
    not
Exhibit Section


•   Groups related Exhibit Items

•   Can be used standalone for simple exhibits
Exhibit

•   Contains sections, pages, and other content
    items determined by site customization

•   Functionality for choosing from site template
    pages

•   Provides exhibit navigation via a portlet
Template Pages
•   In addition to sections, exhibits typically
    provide other background information

•   Make it easy to create new exhibits by
    providing site specific templates for these
    informational pages

•   Package provides a few generic template
    pages to start with (About, Further Reading)
Template Pages
•   On package install, a folder is created at site
    root containing generic template pages

•   Site admins can modify and add to items in
    templates folder

•   Any type of content can be added

    •   Collections with eea.facetednavigation,
        Simile timelines via eea.daviz, ...
Template Pages
•   Why a folder at site root to hold template
    pages?

    •   It’s a bit ugly to affect site content

    •   Possible alternative: persistent storage
        inside a local utility

•   Quick and easy solution

•   Editing normal content is a familiar tool for
    site admins
Template Homepages

•   Exhibit have a rich text field that serves as
    the homepage

•   Eliminates need to set a default page

•   Site template folder allows admins to provide
    a selection of homepage styles (single image,
    slider, image map, etc.)
Control Panel

•   Choose what content types can be
    referenced by exhibit items

•   Choose what content types can be added to
    exhibits

•   Other ideas?
Image Panning and
            Zooming
•   Ability to closely examine a high res image is
    important to DOaks site and part of exhibit
    functionality

•   We licensed "Smooth Zoom Pan - jQuery
    Image Viewer" from codecanyon.net

    •   http://codecanyon.net/item/smooth-zoom-
        pan-jquery-image-viewer/511142
Image Panning and
         Zooming
•   This commercial software is not in the
    exhibit package

•   Some exhibits may require ultra-high
    resolution tiled image zooming (like
    Seadragon)

•   May be best to not make an explicit
    implementation choice in the package
Status of
         collective.exhibit

•   Take 3 will happen May 28th to June 15th

    •   Adding portlet, wireframe views, homepage
        templates, control panel, styling

•   Release to pypi soon after
Sprint?

•   We’d love to experiment with using Deco
    tiles as a way to customize exhibit layouts

•   Other potential topics:

    •   User commenting

    •   User favorites (reuse code from GLAM-
        kit?)
Questions, Discussion

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Online exhibits in Plone

  • 1. Online Exhibits in Plone A Project Sponsored By Dumbarton Oaks Sally Kleinfeldt, Jazkarta Plone Symposium East May, 23 2012 Image of Byzantine seal ©2012 Dumbarton Oaks, Washington DC, Trustees for Harvard University. All Rights Reserved.
  • 2. Online Exhibits • Mimic the experience of walking through a gallery discovering interesting and beautiful objects • Used by museums, libraries, art institutes, galleries, archives
  • 3. Commercial Exhibit Software • Usually found in museum collections management systems - expensive • Features can be limited or require extensive customization
  • 4. Open Source Exhibit Software • Choices proliferating • From simple to CMS-like
  • 5. Open Source Exhibit Software • Omeka - www.omeka.org - Publish collections with Dublin Core metadata, exhibit plugin with predesigned templates • Pachyderm - pachyderm.nmc.org - Multimedia authoring with predesigned templates • Open Exhibits - www.openexhibits.org - Flash based templates with multitouch interfaces
  • 6. Open Source Exhibit Software • GLAM-Kit - glamkit.org - Django based content publishing system for cultural institutions • OpenCollection - www.collectiveaccess.org/ - Collection management • CollectionSpace - www.collectionspace.org - Collection management
  • 7. Exhibit Management vs. Content Management • Simple online exhibit systems like GLAMkit add features over time • They begin to seem like a content management system...
  • 8. Exhibits in Plone • If you are starting with Plone, a full-featured CMS, what do you need to make exhibits?
  • 9. Exhibits in Plone • Nothing - sort of • Features needed are there already • But it takes a skilled content editor and time
  • 11. Dumbarton Oaks Research Library and Collection • An institute of Harvard University dedicated to supporting scholarship in Byzantine, Garden and Landscape, and Pre-Columbian studies • Museum, gardens, fellowships, meetings, publications and exhibits • Located in Georgetown
  • 12. Dumbarton Oaks • Outgrew their static website • Researched CMSes and chose Plone • Partnered with Jazkarta to do a major website redesign and reimplementation • Migrated content with funnelweb, new theme designed by Might & Main, new navigation, new content, custom types for rare books, Byzantine seals, images
  • 14. After
  • 15. Dumbarton Oaks Exhibits • Online exhibits will be an important part of the new site • Have tried Omeka, want something better • Want to be able to create exhibits in Plone • Must be easy for content editors - even interns - to create • Many ideas for features - image panning and zooming, timelines, favorites, comments
  • 16. Make It Open Source! • Dumbarton Oaks decided to create a general purpose, open source Plone package for easy to create online exhibits • This will benefit the whole community and make Plone more attractive to museums • Thank you Dumbarton Oaks!
  • 17. The Team • Kathy Sparkes, Dumbarton Oaks Director of Publications and Project Owner • Prathmesh Mengane, Michael Sohn, and Lisa Wainwright, Dumbarton Oaks web development team • Sally Kleinfeldt, Project Manager • Carlos de la Guardia and Alec Mitchell, Developers • Kevin Brooks and Arielle Walrath of Might & Main, UI/UX Design
  • 19. Development Process • Agile, iterative development process • Described here: http://blog.jazkarta.com/ 2012/01/20/agile-development-with-plone- revisited/ • Exhibit requirements were fuzzy, we knew getting this right would require multiple passes
  • 20. Discovery • Brainstorming and discussions with stakeholders • Focused on examples of online exhibits they like • Users had been experimenting with Omeka - lots of thoughts about what they liked and did not like
  • 21. Inspirational Examples • http://www.americanantiquarian.org/ Exhibitions/Men/ and /Beauty/ • http://www.brown.edu/Facilities/ John_Carter_Brown_Library/drugs/ • http://www.lib.umd.edu/RARE/ SpecialCollection/nancy/
  • 22. Inspirational Examples • http://hcl.harvard.edu/libraries/houghton/ exhibits/johnson/ • http://icfa.doaks.org/collections/artamonoff/ • http://robertandmonnoyer.omeka.net/
  • 23. Take 1 • Exhibit - folderish type containing pages, a media folder, and exhibit items • Exhibit Items - reference other content items, provide a place for commentary on the item in the context of the exhibit
  • 24. Feedback on Take 1 • The “Exhibit” thing is like an exhibit section, there will be more than one of them in an exhibit - need another level of hierarchy • It is too clunky and time consuming to create everything one at a time
  • 25. Take 2 • Three levels: exhibit, section, item • Batch create of sections when creating an exhibit • Section edit provides batch create of items from content references • Mechanism for creating template pages • UI/UX design
  • 26. Feedback on Take 2 • This week!
  • 27. Take 3 • Implement views shown in wireframes • Additional requested features, tweaks • CSS styling
  • 29. collective.exhibit • https://github.com/jazkarta/collective.exhibit • 3 Dexterity content types • Custom views • Custom portlet • Control panel
  • 30. Exhibit Item • References a content item • Provides exhibit-specific commentary via override fields for title, description, body text, image • View allows navigation among a section’s items • Checks schema of referenced item looking for an image field, prompts for image upload if not
  • 31.
  • 32. Exhibit Section • Groups related Exhibit Items • Can be used standalone for simple exhibits
  • 33.
  • 34. Exhibit • Contains sections, pages, and other content items determined by site customization • Functionality for choosing from site template pages • Provides exhibit navigation via a portlet
  • 35. Template Pages • In addition to sections, exhibits typically provide other background information • Make it easy to create new exhibits by providing site specific templates for these informational pages • Package provides a few generic template pages to start with (About, Further Reading)
  • 36. Template Pages • On package install, a folder is created at site root containing generic template pages • Site admins can modify and add to items in templates folder • Any type of content can be added • Collections with eea.facetednavigation, Simile timelines via eea.daviz, ...
  • 37. Template Pages • Why a folder at site root to hold template pages? • It’s a bit ugly to affect site content • Possible alternative: persistent storage inside a local utility • Quick and easy solution • Editing normal content is a familiar tool for site admins
  • 38. Template Homepages • Exhibit have a rich text field that serves as the homepage • Eliminates need to set a default page • Site template folder allows admins to provide a selection of homepage styles (single image, slider, image map, etc.)
  • 39.
  • 40. Control Panel • Choose what content types can be referenced by exhibit items • Choose what content types can be added to exhibits • Other ideas?
  • 41. Image Panning and Zooming • Ability to closely examine a high res image is important to DOaks site and part of exhibit functionality • We licensed "Smooth Zoom Pan - jQuery Image Viewer" from codecanyon.net • http://codecanyon.net/item/smooth-zoom- pan-jquery-image-viewer/511142
  • 42. Image Panning and Zooming • This commercial software is not in the exhibit package • Some exhibits may require ultra-high resolution tiled image zooming (like Seadragon) • May be best to not make an explicit implementation choice in the package
  • 43. Status of collective.exhibit • Take 3 will happen May 28th to June 15th • Adding portlet, wireframe views, homepage templates, control panel, styling • Release to pypi soon after
  • 44. Sprint? • We’d love to experiment with using Deco tiles as a way to customize exhibit layouts • Other potential topics: • User commenting • User favorites (reuse code from GLAM- kit?)