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Open Source Content
Management Systems

     Karen A. Coombs
     Amanda Hollister
What is Open Source
     Software
• “free” software
• source code is available for you to examine
• Source code can be modified
• Modifications can be redistributed
• Typically developed in a collaborative
  fashion by many people
What is a CMS

• Content Management System
• System for creating, organizing and publishing
  web content
• Create web content without knowing any code
• Content stored in database back-end and edited/
  create with web-programming language
Why use a CMS
• Can focus on site organization not content
  management
• Can give others ability to update their own
  content
• One install can manage 10,000,000 html
  pages
• Easy off-site access
What are some OSS
        CMS?
• Wordpress
• Joomla
• Drupal
• ModX
• Concrete5
• Plone
What will we cover?

• Joomla
• Wordpress
• Drupal
Wordpress as CMS
• PHP and MySQL Backend
• Used by many libraries for blogging
• Some libraries are using it for some CMS
  functions:
 • Atchison Public Library, California State
    University East Bay, Dartmouth Public
    Libraries, Millsaps College Library, Park
    County Library, Patagonia Public Library,
    Stevens Memorial Library
Wordpress Pages
• Outside the normal “sequence” of blog
• Typically, content input via a WYSIWYG
  editor
• Can be hierarchical
• Can use different templates
• Page order
Making a Page Your
    Homepage
• Settings
 • Reading
   • Front page displays
• Choose the page you want to be your
  homepage from the drop down
• Make another page your “news” page
Open Source CMS Playroom
Themes
•   In choosing a theme you should consider the
    following:
    •   what kind of banner do you want?

    •   where do you want your site navigation to appear?

    •   what kinds of layouts do you want to use, one column, two column,
        three column?

    •   do you want a fixed or scalable layout?


•   Sources for Themes
        •   http://wordpress.org/extend/themes/

        •   http://www.templatesbrowser.com/wordpress-themes/
Basic Theme Structure
• index.php
• style.css
• header.php
• footer.php
• sidebar.php
• comments.php
• comments-popup.php
Customizing Your
        Theme

• Widgets
• Template Tags
• Conditional Tags
Widgets

• What is a widget?
• Default Widgets
 •   Archives, Calendar, Categories, Links, Meta,
     Pages, Recent Comments, Recent Posts, RSS,
     Search, Tag Cloud, and Text
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Widgets

• Where to get other widgets
 •   http://wordpress.org/extend/plugins/tags/widget

• Other widgets to consider
 •   Flexi Pages Widget, Category Posts Widget
Open Source CMS Playroom
Key Template Tags
•   wp_list_pages()

•   Post tags - need to sit in the Loop

    •   the_title()

    •   the_content()

    •   the_meta()

    •   the_category()

    •   the_tags()

•   wp_list_bookmarks()
Helpful Conditional
            Tags
•   is_front_page()

•   is_page()

    •   can include or exclude pages

•   no conditional tag to test for subpages

•   is_page_template()

    •   can check to see if a specific page template is
        being used

•   is_home() - posts page, which is typically the site
    home
Custom Fields
• Allows you to add additional fields to pages
  or posts
• Key - Value pairs
• Stored as text in database
• Can be displayed using
  <?php the_meta(); ?>
• Better way is to code to display each field
  <?php $key="mykey"; echo get_post_meta($post->ID, $key, true); ?>
Useful Plugins
• Blogroll Links
• Google Maps for Wordpress
• Inline Feed
• OpenBook Book Data
• Widget Logic
• Event Calendar 3
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Advanced Techniques
           and Tricks

• MeeboMe in your sidebar
• Creating a Photo Gallery
  •   NexGen Gallery plugin

• Scriblio plugin
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Open Source CMS Playroom
Scriblio

• Plugin for Wordpress
• Import MARC records
• Use as NextGen Catalog
• Catalog digital library objects
Open Source CMS Playroom
Open Source CMS Playroom
Wordpress Strengths

• Easy to use
• Lots of plugins available
• Easy to create new themes of modify
  existing themes
• Large user base
Wordpress Issues
• Can’t easily create custom content types
 • Contact Info
• Lacks flexibility to deal with complex types
  of objects with different types of fields out
  of the box
• Customizing display of group of page/posts
  requires knowledge of PHP
Drupal as CMS
• PHP and MySQL backend
 • Strongly recommend using PHP5
• Used by a variety of libraries including
 • Darien Public Library, Athens County
    Public Library, McMasters University
    Library, University of Prince Edward
    Island
Making a Page Your
      Homepage
• By default Drupal displays the most recent
  “nodes” added as the homepage
• You can override this by going to
 • Administer > Site configuration > Site
    Information
  • Change the “Default front page” field to
    be the node you want to be your
    homepage
Open Source CMS Playroom
Themes

• http://drupal.org/project/Themes
• http://drupal2u.com
• http://mydrupal.com/downloads
Modules to Add

• FCKEditor
• IMCE
• Image
• Event
Modules to Add
• CCK
 • Date, URL, Email
• Contact Form
• MultiBlock
• Token
• Views
• View Reference
Content Types

• Pages
• Stories
• Image
Open Source CMS Playroom
Blocks

• Default Blocks
• Can be made to display on certain page
 • include
 • exclude
 • PHP
Blocks

• Custom Blocks
 • HTML
 • PHP code
• Views
Open Source CMS Playroom
Menus

• Primary Links
• Secondary Links
• Navigation
• Menus you create
Taxonomies
• Used to organize content on your site
 • Categories
 • Tags
• Can be hierarchical, or free-form
• Different taxonomies can be used for
  different content types
Feed Aggregator

• Does more than aggregate feeds
• Creates a block for every feed
• Allows you to embed feed in a node
• Need to give Anonymous user permission
  to access feeds
Open Source CMS Playroom
Image gallery


• Create Galleries
• Uploaded Images can be associated with a
  gallery
Open Source CMS Playroom
Open Source CMS Playroom
CCK
• Add new fields to any Content Type
• Control the type of field added
 • Text, Number
 • Date, Email, URL
• CCK fields can be used in views
• Remember to give Anonymous user
  permission to access fields you create
Create Your Own
     Content Type
• Links
 • URL field
• Staff
 • Email field
Open Source CMS Playroom
Open Source CMS Playroom
Views
• Types
 • Page
 • Block
 • Feed
• Display
 • Node or Fields
• Limit criteria
• Sort Criteria
Open Source CMS Playroom
Open Source CMS Playroom
Filters

• Default filters
• Other filters often classified as “Modules”
 • insert_view
Drupal Strengths
• Exceptional Flexibility
• Easy to create new content types
• Substantial user base particularly in libraries
 • Drupal4Lib
 • SOPAC
 • Drupal + Fedora
 • Drupal for Digital Libraries - McMasters
Drupal Issues
• Some modules are buggy and problematic
• High learning curve
• Not as many modules and filters developed
  as one would like
 • library-related modules in particular
    missing in some areas
Choices, choices

• Wordpress is best for small sites; has an
  easy start up
• Joomla is best for medium sites, average
  complexity, relatively easy UI
• Drupal can handle multiple, large, complex
  sites
Lessons Learned
• Learning a CMS takes time
• Important to map out your site’s content
  to know what modules, widgets need to be
  installed
• Need to decide how you want your site to
  look in order to choose an appropriate
  theme
• Understand each CMS’s strengths and
  limitations
Ad

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Open Source CMS Playroom

  • 1. Open Source Content Management Systems Karen A. Coombs Amanda Hollister
  • 2. What is Open Source Software • “free” software • source code is available for you to examine • Source code can be modified • Modifications can be redistributed • Typically developed in a collaborative fashion by many people
  • 3. What is a CMS • Content Management System • System for creating, organizing and publishing web content • Create web content without knowing any code • Content stored in database back-end and edited/ create with web-programming language
  • 4. Why use a CMS • Can focus on site organization not content management • Can give others ability to update their own content • One install can manage 10,000,000 html pages • Easy off-site access
  • 5. What are some OSS CMS? • Wordpress • Joomla • Drupal • ModX • Concrete5 • Plone
  • 6. What will we cover? • Joomla • Wordpress • Drupal
  • 7. Wordpress as CMS • PHP and MySQL Backend • Used by many libraries for blogging • Some libraries are using it for some CMS functions: • Atchison Public Library, California State University East Bay, Dartmouth Public Libraries, Millsaps College Library, Park County Library, Patagonia Public Library, Stevens Memorial Library
  • 8. Wordpress Pages • Outside the normal “sequence” of blog • Typically, content input via a WYSIWYG editor • Can be hierarchical • Can use different templates • Page order
  • 9. Making a Page Your Homepage • Settings • Reading • Front page displays • Choose the page you want to be your homepage from the drop down • Make another page your “news” page
  • 11. Themes • In choosing a theme you should consider the following: • what kind of banner do you want? • where do you want your site navigation to appear? • what kinds of layouts do you want to use, one column, two column, three column? • do you want a fixed or scalable layout? • Sources for Themes • http://wordpress.org/extend/themes/ • http://www.templatesbrowser.com/wordpress-themes/
  • 12. Basic Theme Structure • index.php • style.css • header.php • footer.php • sidebar.php • comments.php • comments-popup.php
  • 13. Customizing Your Theme • Widgets • Template Tags • Conditional Tags
  • 14. Widgets • What is a widget? • Default Widgets • Archives, Calendar, Categories, Links, Meta, Pages, Recent Comments, Recent Posts, RSS, Search, Tag Cloud, and Text
  • 18. Widgets • Where to get other widgets • http://wordpress.org/extend/plugins/tags/widget • Other widgets to consider • Flexi Pages Widget, Category Posts Widget
  • 20. Key Template Tags • wp_list_pages() • Post tags - need to sit in the Loop • the_title() • the_content() • the_meta() • the_category() • the_tags() • wp_list_bookmarks()
  • 21. Helpful Conditional Tags • is_front_page() • is_page() • can include or exclude pages • no conditional tag to test for subpages • is_page_template() • can check to see if a specific page template is being used • is_home() - posts page, which is typically the site home
  • 22. Custom Fields • Allows you to add additional fields to pages or posts • Key - Value pairs • Stored as text in database • Can be displayed using <?php the_meta(); ?> • Better way is to code to display each field <?php $key="mykey"; echo get_post_meta($post->ID, $key, true); ?>
  • 23. Useful Plugins • Blogroll Links • Google Maps for Wordpress • Inline Feed • OpenBook Book Data • Widget Logic • Event Calendar 3
  • 36. Advanced Techniques and Tricks • MeeboMe in your sidebar • Creating a Photo Gallery • NexGen Gallery plugin • Scriblio plugin
  • 43. Scriblio • Plugin for Wordpress • Import MARC records • Use as NextGen Catalog • Catalog digital library objects
  • 46. Wordpress Strengths • Easy to use • Lots of plugins available • Easy to create new themes of modify existing themes • Large user base
  • 47. Wordpress Issues • Can’t easily create custom content types • Contact Info • Lacks flexibility to deal with complex types of objects with different types of fields out of the box • Customizing display of group of page/posts requires knowledge of PHP
  • 48. Drupal as CMS • PHP and MySQL backend • Strongly recommend using PHP5 • Used by a variety of libraries including • Darien Public Library, Athens County Public Library, McMasters University Library, University of Prince Edward Island
  • 49. Making a Page Your Homepage • By default Drupal displays the most recent “nodes” added as the homepage • You can override this by going to • Administer > Site configuration > Site Information • Change the “Default front page” field to be the node you want to be your homepage
  • 52. Modules to Add • FCKEditor • IMCE • Image • Event
  • 53. Modules to Add • CCK • Date, URL, Email • Contact Form • MultiBlock • Token • Views • View Reference
  • 54. Content Types • Pages • Stories • Image
  • 56. Blocks • Default Blocks • Can be made to display on certain page • include • exclude • PHP
  • 57. Blocks • Custom Blocks • HTML • PHP code • Views
  • 59. Menus • Primary Links • Secondary Links • Navigation • Menus you create
  • 60. Taxonomies • Used to organize content on your site • Categories • Tags • Can be hierarchical, or free-form • Different taxonomies can be used for different content types
  • 61. Feed Aggregator • Does more than aggregate feeds • Creates a block for every feed • Allows you to embed feed in a node • Need to give Anonymous user permission to access feeds
  • 63. Image gallery • Create Galleries • Uploaded Images can be associated with a gallery
  • 66. CCK • Add new fields to any Content Type • Control the type of field added • Text, Number • Date, Email, URL • CCK fields can be used in views • Remember to give Anonymous user permission to access fields you create
  • 67. Create Your Own Content Type • Links • URL field • Staff • Email field
  • 70. Views • Types • Page • Block • Feed • Display • Node or Fields • Limit criteria • Sort Criteria
  • 73. Filters • Default filters • Other filters often classified as “Modules” • insert_view
  • 74. Drupal Strengths • Exceptional Flexibility • Easy to create new content types • Substantial user base particularly in libraries • Drupal4Lib • SOPAC • Drupal + Fedora • Drupal for Digital Libraries - McMasters
  • 75. Drupal Issues • Some modules are buggy and problematic • High learning curve • Not as many modules and filters developed as one would like • library-related modules in particular missing in some areas
  • 76. Choices, choices • Wordpress is best for small sites; has an easy start up • Joomla is best for medium sites, average complexity, relatively easy UI • Drupal can handle multiple, large, complex sites
  • 77. Lessons Learned • Learning a CMS takes time • Important to map out your site’s content to know what modules, widgets need to be installed • Need to decide how you want your site to look in order to choose an appropriate theme • Understand each CMS’s strengths and limitations