• Usando Colecciones

  last modified July 5, 2008 by macagua

A User Manual for Plone content creators and managers.

1. Organization of Content

A Plone web site, using the underlying storage machinery of Zope, is a collection of content items distributed within a hierarchy of folders.

Before you know it, folders and subfolders have been created on a Plone web site and content added. Content is organized naturally by the hierarchy of folders.

Consider the butterflies web site, which would have an organization something like this, with the main areas of the web site each a few layers deep, and the butterfly pages arrayed in a hierarchy:

	About
		History
			Keeping a Journal as a Kid
			Natural History Mentors
			The Present Treatment
		Family
			John
				Bio
				Other Interests
					Tennis
					Conservation
					Local Politics
			Sally
				Bio
				Other Interests
					Karate
					Cooking
			Edward
				Bio
				Other Interests
					Football
					Painting
			Elizabeth
				Bio
				Other Interests
					Clarinet
					Snowboarding
	Photography
		Equipment
		Techniques
		Favorite Photographers
	Butterflies
		Overview
			Biology
				Life Cycle
				Egg
				Caterpillar
				Pupa
				Adult
			Distribution
			Migration
		Field Work
		Projects
		Organizations
			North American Butterfly Association
			Lepidopterists’ Society
			Xerces Society
			Nature Conservancy
		Bibliography
		Species Treatments
			Swallowtails
				13 species pages
			Pierids (Whites and Yellows)
				30 species pages
			Hairstreaks
				5 species pages
				Satyrium Hairstreaks
					18 species pages
				Scrub Hairstreaks
					9 species pages
			Blues
				9 species pages
			Azures
				9 species pages
			Metalmarks
				3 species pages
			Brushfoots
				4 species pages
				Greater Fritillaries
					7 species pages
				Lesser Fritillaries
					16 species pages
				Angelwings and Tortoiseshells
					18 species pages
				Red-Spotted Admiral
					10 species pages
				Satyrs (Browns)
					13 species pages
				Alpines and Arctics
					10 species pages
				Monarchs (Milkweed Butterflies)
					3 species pages
			Skippers
				Spread-Wing Skippers
					8 species pages
				Cloudy Wings
					8 species pages
				Duskywings
					15 species pages
				Intermediate Skippers
					1 species page
				Grass Skippers
					12 species pages
				Hesperia Skippers
					41 species pages
				Roadside Skippers
					16 species pages
				Giant Skippers
					2 species pages
 

 Each of the butterfly treatment pages has sections on identification tips, a description, and keywords. Photographs are scattered through the butterfly section for butterflies John as seen personally. He writes an observation account for each new species he photographs, providing location, habitat, and any specific behavioral observations made.

This web site has a range of content, from personal biographies and interests of John and his family, to expanded pages on photography and other topics, to the many butterfly pages and photographs.  Click-navigation is effective for finding most information, and for the butterfly content the organization by taxonomy is useful and fitting for the most common needs, but this is not the only way it could be organized.  For instance, the butterfly pages could have been organized by habitat, by behavior, by size, by color, by whether or not John has observed the species, etc.  John was torn between these ways of organizing the butterfly pages, but chose the taxonomic structure, because grouping and relating species by evolutionary relationship is the most useful way to do it.  But John discovered how Plone lets him have his cake and eat it too:

Collections offer a way to create separate organizational treatments for content.

2. Adding Collections

Collections (formerly called Smart Folders) are virtual containers of lists of items found by doing a specialized search.

A collection is used for building a kind of virtual container for content -- the content actually exists wherever the items are stored throughout the web site, but the collection finds content along the guidelines set by a search criterion and makes it appear as if the items were stored in an alternate arrangement. For the butterfly pages described in the introduction to this section, the actual storage arrangement is by taxonomic grouping (Skippers, Monarchs, Dustywings, etc.), but with collections there can be virtual groupings by various criteria, such as by color. The butterfly pages matching the search criteria will be shown as if they "live" in the collection holding butterfly pages organized by color. Of course, there must be categories (formerly called keywords) set for color in the butterfly pages for this to work.  Search criteria made for searching general text can assemble very meaningful arrangements also.

Learning to think about content being stored wherever it is stored, and about using custom collections to gather up different "views" of the content, is an important step to using Plone most effectively.  It is an intelligent system.

To add a collection, use the Add new... menu, as for adding other content types:

You will see the Add Collection panel:

Below the title and description fields is a set of fields for specifying the format of search results returned by the search criterion for the new collection. The four fields in the panel above are in pairs. The top two fields let you limit the search results to a number of items that will be displayed.  The bottom two fields let you control the order of the search result items.

Setting the search criterion

After setting the display configuration in the edit panel shown above, click the criteria tab to show the panel for setting search criteria:

The top area of the panel, Add New Search Criteria, lets you set a field and a matching criterion. The bottom area, Set Sort Order, is a simple selection for a field to sort on:

 

 

The criteria types for matching data in content items depend on which field is selected.

After saving the collection, the search criteria will be applied and the results shown when the collection is clicked.  You can create any number of collections for such custom views. For the butterfly example described above, in addition to a date constraint to find recent items, the categories field could be used to match color to have a series of collections for "Blue Butterflies," "White Butterfles," etc. 

Multiple criteria can be used for a collection. For example, a collection called "Butterflies Photographed in the Last Month," could be made by setting a criterion on Creation Date and on Item Type as Image.  Such date-based collections are really effective to show up-to-date views of content that don't require any administrative hand-work -- once such a collection has been created, it will automatically stay up to date.

Note: A collection doesn't behave like a normal folder -- you can't add content items via the add item menu, as you can for a normal folder.

lights-camera-action.png Watch a Plone 2 video about adding a smart folder (now called Collection).

3. Collection Connections

With collections you can explore the real flexibility that a content management system like Plone offers.

You've seen how collections provide a way to augment an organization of content, with overlapping or overarching additional collections that key on date, or specific fields, or text searches.  There is a deeper meaning to this, which gets to something called metadata, or "data about data," introduced in the section on Setting Basic Properties. Content management systems have this metadata, a kind of low-level intelligence, built into them.  Plone incorporates the Dublin Core metadata element set, which was devised in Dublin, Ohio in 1995 at a library conference (Librarians are the ones really on top of information, you know). As the name indicates, there is a core set of things one could describe for different bits of content, be they images or full documents, or whatever.  The Dublin Core, properly, the Simple Dublin Core, includes the following 15 items:

  1. Title
  2. Creator
  3. Subject
  4. Description
  5. Publisher
  6. Contributor
  7. Date
  8. Type
  9. Format
  10. Identifier
  11. Source
  12. Language
  13. Relation
  14. Coverage
  15. Rights

There are added-on wrinkles to this core you may read about here, but for this introduction to the concept, the Simple Dublin Core will suffice. You'll find some of these under the Properties tab of any item in Plone, and several others are implied by the nature of the content itself, such as for Type and Format, or by basic record-keeping wired into Plone, as for Publisher.

We are all lazy by nature, someone said.  If only we filled in this optional information for any content item we create -- Think of the vast information and power at our fingertips!  An exaggeration? Perhaps, but as we explore here, the functionality is there waiting for your data-describing impulse to discover hidden potential (not so hidden -- in fact, right in front of you).

The Simple Dublin Core may be extended, as Plone has done for several additions.  For example, with Plone 3.0 a location item was added to Plone's metadata machinery.  This lets people provide latitude/longitude or other map coordinates, perhaps taken with a GPS, for content items. This is a need arising in the past decade, recently accelerated by cheaper GPSes and use in mobile devices.

Imagine a woman who stuffs all her content into a single big folder holding thousands of content items -- images, pages, events, news items, links -- the works. If you looked over her shoulder at this swirling mass, you might first think of her as a lazy person, or just one missing the organization gene. But you notice that she can always find stuff, and has quick search links stored away, and, when she needs to find something special, or to build a custom report, she is adept at fast assembly. How does she do it?  She does it by dedication to filling out metadata fields and by taking advantage of those clever collections.

The one-folder woman is using Plone as a content management system de rigueur. (Of course, it is so easy to also organize by folders, even in some crude sense, if you really are missing the organization gene). You might think such dedication should be limited to very large organizations, or especially to those cases where finding connections within information is important. But think of all those photos you've been taking with your digital camera. If you add them to your website, will you have the presence of mind to fill in at least the description field? You know how quickly months become years, and 100s of photos become 1000s. You get the idea.

The payoff for using an intelligent system properly is efficiency and the discovery of relationships, perhaps subtle.