Implementing CMS: Academic David Bietila bietila@gelman.gwu.edu  George Washington University Jonathan M. Smith [email_address] The Catholic University of America
GWU Overview Content Management System used for public site Powered by Plone: an open source CMS Launched in January, 2009 Site created by Web Team Web Services Librarian, student programmer, representatives of Reference, two satellite campuses, Special Collections
 
 
Determining Needs Identified needs based on student and staff feedback Usability testing, focus groups, comments 11 Project objectives (including) Intuitive navigation & searching Consistent visual design Minimize redundancy in content Provide tools to staff allowing them to create web content directly Identified that a CMS could be solution to several of these issues
 
Evaluating Features Considered Drupal, Joomla, and Plone Scoring criteria Taxonomy Navigation User Management Stability: support and ongoing development Addon dependence Standards Compliance: valid XHTML & CSS Plone scored significantly higher for us Based on Python and Zope
 
CUA Overview Content Management System (CMS) used for staff intranet Chose Mambo as our solution One year later, migrated to Joomla! Went live in summer of 2005 Staff Web Site Committee
Selection Mission Statement "STAR: Staff Resources for the CUA Libraries is a collaborative effort to facilitate communications throughout the CUA Libraries and serve as a central repository of policies, procedures and forms. "
Selection Establishing needs & evaluating features Stakeholders = library faculty and staff How to import existing content? Common open source platform Apache, MySQL, PHP Knowledge of HTML not necessary for content authors Active user community
Deployment - Learning Install CMS on development server Online documentation http://docs.joomla.org User forums http://forum.joomla.org Joomla in Libraries http://www.joomlainlibrary.com Books
Deployment and Costs Technical Deployment Local Hosting Development and production servers Costs Servers Software = $0 Initial staff time Ongoing staff time
 
 
Organization Content Types Text: articles, blog posts Files: pdf, ppt, xls, etc. Taxonomy Hierarchical structure By function, not department
Security/Ownership Accessible to general public? Public content vs. restricted content User levels – author, editor, publisher Content ownership
 
Deployment - Learning Local laptop installation Courses Conferences/User groups Documentation on web and in books IRC support channel Peer institutions Consultants
 
Deployment - Technical Hosting – evaluated companies based on Plone expertise Academic clients Level of support Specifications for Development, Production, and Backup servers Divided content migration duties and manually transferred pages
 
Implementation Costs Hosting costs: ~$5,000/year Consulting fees: ~$2,000 Configuring caching and load balancing Development of custom templates Staff time 1.5 year project for our Web Team Typically several hours per week Usability testing Graphic design Content and taxonomy development Plone configuration
 
Content Types Default types Pages, news items, folders Collections Means of grouping content objects like queries Addons Faculty/Staff Directory – from UPenn Scrawl – blog post content type
 
Security/Ownership Plone supports granular ownership and rights over site content Publication Content staging – public and private states Workflow Can assign rights over different parts of the publishing process Create, Edit, and Publish
 
Taxonomy Opportunity to rethink organization Move away from departmental organization of content Categories intended to reflect functional needs of users Also created a secondary taxonomy based on intended audience
 
Theming Creation of unique look and feel Began from a set of draft page designs predating our selection of Plone Modified Plone display elements to reflect our proposed layout HTML templates CSS – for fonts, images, positioning
 
Training Conducted departmental training sessions Covered content creation and editing Provided overview of architecture to Library iT Individual trainings and followups, as needed
Feedback/Problems Feedback Very positive user feedback Staff reported that page editing was intuitive Some issues copying from Word Technical issues mostly in initial month of use Form bugs Memory leak Caching issues Logged in users are more resource intensive
Improvements Eliminated redundant content occurrences No longer have to support a separate blog platform Staff able to make edits Off-site editing, no software required
Improvements Consistent visual identity Enhanced navigation Automated site map, section menus, breadcrumbs More coherent taxonomy
Future Plans Long enhancement list Improved staff directory Improved media support Customized authentication Plan to configure second Plone instance as Intranet Usability testing
Feedback/Problems Initial rush, then decreased content creation Fulfills role as policy repository Desired features Not used for communication Use is consistently high or low depending on department
Future Plans Site Redesign Major upgrade Reevaluate taxonomy Desired features/functionality Refresh visual design

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Implementing CMS: Academic

  • 1. Implementing CMS: Academic David Bietila bietila@gelman.gwu.edu George Washington University Jonathan M. Smith [email_address] The Catholic University of America
  • 2. GWU Overview Content Management System used for public site Powered by Plone: an open source CMS Launched in January, 2009 Site created by Web Team Web Services Librarian, student programmer, representatives of Reference, two satellite campuses, Special Collections
  • 3.  
  • 4.  
  • 5. Determining Needs Identified needs based on student and staff feedback Usability testing, focus groups, comments 11 Project objectives (including) Intuitive navigation & searching Consistent visual design Minimize redundancy in content Provide tools to staff allowing them to create web content directly Identified that a CMS could be solution to several of these issues
  • 6.  
  • 7. Evaluating Features Considered Drupal, Joomla, and Plone Scoring criteria Taxonomy Navigation User Management Stability: support and ongoing development Addon dependence Standards Compliance: valid XHTML & CSS Plone scored significantly higher for us Based on Python and Zope
  • 8.  
  • 9. CUA Overview Content Management System (CMS) used for staff intranet Chose Mambo as our solution One year later, migrated to Joomla! Went live in summer of 2005 Staff Web Site Committee
  • 10. Selection Mission Statement "STAR: Staff Resources for the CUA Libraries is a collaborative effort to facilitate communications throughout the CUA Libraries and serve as a central repository of policies, procedures and forms. "
  • 11. Selection Establishing needs & evaluating features Stakeholders = library faculty and staff How to import existing content? Common open source platform Apache, MySQL, PHP Knowledge of HTML not necessary for content authors Active user community
  • 12. Deployment - Learning Install CMS on development server Online documentation http://docs.joomla.org User forums http://forum.joomla.org Joomla in Libraries http://www.joomlainlibrary.com Books
  • 13. Deployment and Costs Technical Deployment Local Hosting Development and production servers Costs Servers Software = $0 Initial staff time Ongoing staff time
  • 14.  
  • 15.  
  • 16. Organization Content Types Text: articles, blog posts Files: pdf, ppt, xls, etc. Taxonomy Hierarchical structure By function, not department
  • 17. Security/Ownership Accessible to general public? Public content vs. restricted content User levels – author, editor, publisher Content ownership
  • 18.  
  • 19. Deployment - Learning Local laptop installation Courses Conferences/User groups Documentation on web and in books IRC support channel Peer institutions Consultants
  • 20.  
  • 21. Deployment - Technical Hosting – evaluated companies based on Plone expertise Academic clients Level of support Specifications for Development, Production, and Backup servers Divided content migration duties and manually transferred pages
  • 22.  
  • 23. Implementation Costs Hosting costs: ~$5,000/year Consulting fees: ~$2,000 Configuring caching and load balancing Development of custom templates Staff time 1.5 year project for our Web Team Typically several hours per week Usability testing Graphic design Content and taxonomy development Plone configuration
  • 24.  
  • 25. Content Types Default types Pages, news items, folders Collections Means of grouping content objects like queries Addons Faculty/Staff Directory – from UPenn Scrawl – blog post content type
  • 26.  
  • 27. Security/Ownership Plone supports granular ownership and rights over site content Publication Content staging – public and private states Workflow Can assign rights over different parts of the publishing process Create, Edit, and Publish
  • 28.  
  • 29. Taxonomy Opportunity to rethink organization Move away from departmental organization of content Categories intended to reflect functional needs of users Also created a secondary taxonomy based on intended audience
  • 30.  
  • 31. Theming Creation of unique look and feel Began from a set of draft page designs predating our selection of Plone Modified Plone display elements to reflect our proposed layout HTML templates CSS – for fonts, images, positioning
  • 32.  
  • 33. Training Conducted departmental training sessions Covered content creation and editing Provided overview of architecture to Library iT Individual trainings and followups, as needed
  • 34. Feedback/Problems Feedback Very positive user feedback Staff reported that page editing was intuitive Some issues copying from Word Technical issues mostly in initial month of use Form bugs Memory leak Caching issues Logged in users are more resource intensive
  • 35. Improvements Eliminated redundant content occurrences No longer have to support a separate blog platform Staff able to make edits Off-site editing, no software required
  • 36. Improvements Consistent visual identity Enhanced navigation Automated site map, section menus, breadcrumbs More coherent taxonomy
  • 37. Future Plans Long enhancement list Improved staff directory Improved media support Customized authentication Plan to configure second Plone instance as Intranet Usability testing
  • 38. Feedback/Problems Initial rush, then decreased content creation Fulfills role as policy repository Desired features Not used for communication Use is consistently high or low depending on department
  • 39. Future Plans Site Redesign Major upgrade Reevaluate taxonomy Desired features/functionality Refresh visual design