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Scientific Collaboration
      with Plone:
     A Case Study
           Sally Kleinfeldt
     Plone Symposium East 2009
Background

• Collaboration site for Advancing Green
  Chemistry
• Fall 2008 Jazkarta project
• Me? I’m an ecologist...
Overview

• Organization
• Opportunity
• Solution
• Lessons
Organization
• AdvancingGreenChemistry.org
• Mission: promote development and
  adoption of Green Chemistry
• Shift away from an economy dependent on
  toxic chemicals
• “...design molecules with an eye to
  consequences right from the start...”
Opportunity
• Build collaborative connections between
 • Green Chemistry
 • Environmental Health Sciences
• Sciences that operate within strict
  disciplinary boundaries
• Common thread: how chemicals interact
  with biological systems
Problem

• How to create collaboration where there is
  none? How to orchestrate joint:
 • Conferences
 • Papers
 • Policy development
Solution

• A private website that provides a safe,
  trusted environment for members to
  discuss ideas that might be controversial in
  mainstream venues
Solution

• Website features:
 • Invited members
 • Relevant news, papers, bibliographies
 • Wiki-like collaboration areas
 • Discussion forums
Plone Features Well
 Suited to Problem
• Secure document sharing
• Rich pages, news, events, calendars
• Wiki behavior
• Commenting
• Related content
• Member areas
Add-on Products
   Provide The Rest
• Discussions (PloneBoard)
• Integrated news feeds (FeedFeeder)
• Bibliographiies (CMFBibliographyAT)
• Papers, summaries (Easy to create
  custom content types)
The Site


• Home page with portlets for news,
  members, discussion posts, announcements
Members

• Browse and search members
• Portlet for most active members (based on
  count of content)
• Portlet for most recent members
Member Profiles


• Extra fields (projects, affiliations...)
• Member area preconfigured to contain
  bibliography and papers (custom type)
The Science

• Primers on Green Chemistry and
  Environmental Health Sciences
• Summaries of papers (custom type)
• “Wiki” behavior on some sections
• Admin controls on sharing tab
News
• Featured news items added to site
• Two RSS feeds imported with FeedFeeder
  so searchable on site
• To improve merged display without needing
  a custom view, Ross Patterson created
  collective.subcollectionview - provides new
  layout for sub-collections
Discussions


• Implemented with PloneBoard
• Not much activity
Ad Hoc Collaborations

• New area created during conference
• Notes, ideas, policy documents
• Responding to opportunity presented by
  new administration
Results
• November conference - 30 invited experts
• One week after election - change of
  administration offered a huge opportunity
• Used site to quickly prepare succinct policy
  statement, presented to key people
• Now working on scientific consensus
  statement, group has ownership of site
Lessons Learned
What do Scientists
        Need?
• Secure, private areas for data, discussions -
  with control over access
• Places to share
 • Grey literature
 • Bibliographies
 • Information about papers published
    elsewhere (respecting copyright)
What do Scientists
        Need?

• Collaboration spaces for joint authoring
 • Too much passing documents via email -
    who has the latest?
• Support for all levels of web savvy
What’s Easy in Plone

• Features largely meet the needs
• Custom content types for specific uses
• Everyone gets WYSIWYG editing
What’s Hard in Plone
• Getting users started
• Shifting from uploading docs to editing
  pages
• Training required for some things
 • Folder structure, information architecture
 • Collections, portlets, how to set up
    sharing
What’s Hard in Plone

• Getting a new discussion forum off the
  ground...
• Commenting on content is easier to
  instigate and should work better
Tips for Success
• Keep it simple and focussed
• Develop iteratively - they won’t know what
  they want until they’ve seen it
• Set up site structure ahead of time (generic
  setup)
• Set up structure of Member areas too
  (event handler)
Tips for Success

• Train a site admin who will personally
  mentor the scientists (especially on
  bibliographies)
• Beware adding features that will complicate
  migrations - bad for customers and gives
  Plone a bad name
Tips for Success

• Beware of ambitions for discussion forums,
  social networking features
 • Unlikely to be successful at small scales
• Focus on what Plone is good at - content
  management
Questions, Discussion?

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Scientific Collaboration with Plone: A Case Study

  • 1. Scientific Collaboration with Plone: A Case Study Sally Kleinfeldt Plone Symposium East 2009
  • 2. Background • Collaboration site for Advancing Green Chemistry • Fall 2008 Jazkarta project • Me? I’m an ecologist...
  • 4. Organization • AdvancingGreenChemistry.org • Mission: promote development and adoption of Green Chemistry • Shift away from an economy dependent on toxic chemicals • “...design molecules with an eye to consequences right from the start...”
  • 5. Opportunity • Build collaborative connections between • Green Chemistry • Environmental Health Sciences • Sciences that operate within strict disciplinary boundaries • Common thread: how chemicals interact with biological systems
  • 6. Problem • How to create collaboration where there is none? How to orchestrate joint: • Conferences • Papers • Policy development
  • 7. Solution • A private website that provides a safe, trusted environment for members to discuss ideas that might be controversial in mainstream venues
  • 8. Solution • Website features: • Invited members • Relevant news, papers, bibliographies • Wiki-like collaboration areas • Discussion forums
  • 9. Plone Features Well Suited to Problem • Secure document sharing • Rich pages, news, events, calendars • Wiki behavior • Commenting • Related content • Member areas
  • 10. Add-on Products Provide The Rest • Discussions (PloneBoard) • Integrated news feeds (FeedFeeder) • Bibliographiies (CMFBibliographyAT) • Papers, summaries (Easy to create custom content types)
  • 11. The Site • Home page with portlets for news, members, discussion posts, announcements
  • 12.
  • 13. Members • Browse and search members • Portlet for most active members (based on count of content) • Portlet for most recent members
  • 14.
  • 15. Member Profiles • Extra fields (projects, affiliations...) • Member area preconfigured to contain bibliography and papers (custom type)
  • 16.
  • 17.
  • 18. The Science • Primers on Green Chemistry and Environmental Health Sciences • Summaries of papers (custom type) • “Wiki” behavior on some sections • Admin controls on sharing tab
  • 19.
  • 20.
  • 21. News • Featured news items added to site • Two RSS feeds imported with FeedFeeder so searchable on site • To improve merged display without needing a custom view, Ross Patterson created collective.subcollectionview - provides new layout for sub-collections
  • 22.
  • 23. Discussions • Implemented with PloneBoard • Not much activity
  • 24.
  • 25. Ad Hoc Collaborations • New area created during conference • Notes, ideas, policy documents • Responding to opportunity presented by new administration
  • 26.
  • 27. Results • November conference - 30 invited experts • One week after election - change of administration offered a huge opportunity • Used site to quickly prepare succinct policy statement, presented to key people • Now working on scientific consensus statement, group has ownership of site
  • 29. What do Scientists Need? • Secure, private areas for data, discussions - with control over access • Places to share • Grey literature • Bibliographies • Information about papers published elsewhere (respecting copyright)
  • 30. What do Scientists Need? • Collaboration spaces for joint authoring • Too much passing documents via email - who has the latest? • Support for all levels of web savvy
  • 31. What’s Easy in Plone • Features largely meet the needs • Custom content types for specific uses • Everyone gets WYSIWYG editing
  • 32. What’s Hard in Plone • Getting users started • Shifting from uploading docs to editing pages • Training required for some things • Folder structure, information architecture • Collections, portlets, how to set up sharing
  • 33. What’s Hard in Plone • Getting a new discussion forum off the ground... • Commenting on content is easier to instigate and should work better
  • 34. Tips for Success • Keep it simple and focussed • Develop iteratively - they won’t know what they want until they’ve seen it • Set up site structure ahead of time (generic setup) • Set up structure of Member areas too (event handler)
  • 35. Tips for Success • Train a site admin who will personally mentor the scientists (especially on bibliographies) • Beware adding features that will complicate migrations - bad for customers and gives Plone a bad name
  • 36. Tips for Success • Beware of ambitions for discussion forums, social networking features • Unlikely to be successful at small scales • Focus on what Plone is good at - content management