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Portals and CMS – Why You Need Them Both paul. browning@bristol. ac. uk Portals and CMS – Why You Need Them Both paul. browning@bristol. ac. uk

Route map • • • Environmental scan What is a CMS? What is a Route map • • • Environmental scan What is a CMS? What is a Portal? How does the CMS relate to the Portal? Demo (maybe some magic, if there’s time) Some reflections

True confessions … • We don’t (yet) have a centrally supported CMS • We True confessions … • We don’t (yet) have a centrally supported CMS • We don’t have an institutional portal • We plan to have made decisions on both by August 2002 • What follows is a mix of vaporware, prototypes and incomplete understanding

Environmental scan I • From the viewpoint of a research-led University say five years Environmental scan I • From the viewpoint of a research-led University say five years ago: – The Web is not life threatening – The Web is another hassle – what is it replacing? – We’re over-subscribed with well qualified candidates • “It’ll be very expensive to put a server in Mexico”

The pre-millennial Web • A hobby for someone • Apache on a file system The pre-millennial Web • A hobby for someone • Apache on a file system • Highly manual methods of content creation and maintenance • In effect a read-only medium • A spot of Perl • A Webmaster • Let the “professionals” get back to serious computing • “Three clicks away from crap”

Environmental scan II • From the viewpoint of a research-led University today: – DDA Environmental scan II • From the viewpoint of a research-led University today: – DDA 1995 & SENDA 2001 – September 2002 – Perhaps the Web is career threatening? • Let’s re-do the Web to make it accessible • Let’s re-paint the Forth Road Bridge again and again • Let’s work harder rather than smarter

The pre-millennial Web can’t scale • The pre-millennial Web is broken • We need The pre-millennial Web can’t scale • The pre-millennial Web is broken • We need a Web Content Management System: – A web site is like a dog – it’s for life – We need to move beyond the “Freds in the Shed” – We need a dynamic, automated, write-enabled, de-skilled Web …. . – …. . supported by a multi-skilled Web Team (who never touch the content)

The content life cycle The content life cycle

The defining features of a CMS • A CMS has substantial overlaps with DMS, The defining features of a CMS • A CMS has substantial overlaps with DMS, VLEs, Groupware, Weblogs, Portals …. CMS Portal • Browning & Lowndes (2001) – Versioning (checkout/in, rollback) – Workflow – Integration (“joinupability”) √ √ √ • Not a finished product; a concept, a set of processes, a framework x x √

The most desirable features of a CMS (IWMW, 2000) 1. Template-based self-service authoring for The most desirable features of a CMS (IWMW, 2000) 1. Template-based self-service authoring for non-technical content providers (‘frictionless publishing’) 2. Roles-based security 3. Workflow management - submit, review, approve, archive 4. Integration with existing data/databases and user authentication systems 5. Metadata management 6. Flexible output - write once, publish many times

The Prospectus in 5 BC (Before Cms) E-mail Web pages Word Fax Word Page The Prospectus in 5 BC (Before Cms) E-mail Web pages Word Fax Word Page Maker Printer Fag packet Annotated copy of last year’s Departments Fourth party Admissions Marketing Third party Webmaster

The Prospectus in 5 AC (After Cms) Browser Web pages Standard Browser Printer CMS The Prospectus in 5 AC (After Cms) Browser Web pages Standard Browser Printer CMS Browser Robot Text-tospeech CD-ROM Browser Departments Admissions Marketing Web Team

CMS in 2002 • If you haven’t got one or aren’t thinking about getting CMS in 2002 • If you haven’t got one or aren’t thinking about getting one then you either: – Have a web site of less than 100 pages or – Have a web site with less than three authors or – Are probably dead meat

Portal = MLE = VLE + CMS Content Management System (CMS) e. Strategy = Portal = MLE = VLE + CMS Content Management System (CMS) e. Strategy = an institutional understanding of these relationships?

What is a portal? A portal: • Aggregates information and applications one stop shop What is a portal? A portal: • Aggregates information and applications one stop shop • Is personalised or ‘groupilised’ one size does not fit all • Aspires to be your desktop on the Webtop

Examples of portals TABS • • • Law Intranet Blackboard Amazon Tesco LSE for Examples of portals TABS • • • Law Intranet Blackboard Amazon Tesco LSE for You CHANNELS or PORTLETS

The benchmark? LSE For You Modules (=“channels”) already implemented Room Booking Student Photo Boards The benchmark? LSE For You Modules (=“channels”) already implemented Room Booking Student Photo Boards Tuition Fees Address Maintenance Emergency Contacts Private Accommodation Exam Results Reprographics Usage Reprographics Jobs Mailing Lists Teaching Timetable Payslips Examination Details Class Mailer Locate a Study Room Transcripts DPA Consent LSE Experts Application Progress Collect Network Account Alumni Employment

The benchmark? LSE For You Room Booking Teaching Timetable The benchmark? LSE For You Room Booking Teaching Timetable

The benchmark? LSE For You Address Maintenance Tuition Fees The benchmark? LSE For You Address Maintenance Tuition Fees

What is a portal architecture? Why bother? Before (i. e. now) …. . User What is a portal architecture? Why bother? Before (i. e. now) …. . User confusion? PIMS IRIS BOFINS BORIS Coda Lots of stovepipes of variable length … Dolphin Invisible Desktopped Pseudowebified Webified

After …. . What is a portal architecture? Aggregation Happy User PIMS IRIS Portal After …. . What is a portal architecture? Aggregation Happy User PIMS IRIS Portal framework BOFINS Portal BORIS Coda ? ? Dolphin Desktopped Pseudowebified Extending, bending and merging the stovepipes … Webified PORTALISED

What is a portal architecture? Personalisation After …. . = “stickiness” Prospective employee Prospective What is a portal architecture? Personalisation After …. . = “stickiness” Prospective employee Prospective student Casual visitor Portal framework Portal Multiple views depending on user and/or device Show Room http: //www. bris. ac. uk Back Office https: //www. bris. ac. uk Student Staff Ho. D

Ahem …. don’t some CMS do … • Aggregation (a. k. a. syndication)? • Ahem …. don’t some CMS do … • Aggregation (a. k. a. syndication)? • Personalisation? • And other bits of a portal framework? Yes …. • Conversant, Frontier (News/magazine type) • Vignette, Broadvision (E-business/e-commerce type) • Zope + CMF (Framework type) Which is why you need to be clear about the join between the CMS and the portal

Dog’s dinner alert I …. • what follows are just sketches • by someone Dog’s dinner alert I …. • what follows are just sketches • by someone with a poor sense of screen design • aimed at demonstrating some concepts • a future portal will not look like this!

The “back office” – student 1 University of Bristol Search STUDENT ph 0044 My. The “back office” – student 1 University of Bristol Search STUDENT ph 0044 My. Bristol Library Tools News and Events Timetable Courses Progress File Transcript Exams Bookmarks Filestore My home address EDIT My term address EDIT My debt PAY Publish

The “back office” - staff University of Bristol Search STAFF My. Bristol Library Tools The “back office” - staff University of Bristol Search STAFF My. Bristol Library Tools News and Events Timetable Courses Porpoise BOFINS Bookmarks Filestore My home address EDIT My next of kin EDIT My parking PAY Publish

The “back office” – student 2 University of Bristol Search My. Bristol Library Tools The “back office” – student 2 University of Bristol Search My. Bristol Library Tools Publish

The “back office” – a customisable Webtop View of CMS and other University of The “back office” – a customisable Webtop View of CMS and other University of Bristol content repositories to which Search My. Bristol Tools Publish you have write access Library TTW editing into CMS wyziwyg The portal is fundamentally content-free – the CMS holds the content We got 15 five-stars! Tools to automagically upload, convert and publish Office files zlave Publish Office file:

What makes a good portal framework? • • • Interoperable (open standards) Agnostic Secure What makes a good portal framework? • • • Interoperable (open standards) Agnostic Secure Flexible (incl. “skins”) Stable, scaleable, supportable Future proof

Candidate portal frameworks? • Blackboard Level 2 û • Blackboard Level 3 - Now Candidate portal frameworks? • Blackboard Level 2 û • Blackboard Level 3 - Now BB Learning System £ 32 k/annum + <= £ 60 k consultancy for set-up? • Zope û • Long list of payware options û • Short list – Oracle Portal ? – u. Portal ?

Demo • Is there time? • If not, and you’d like see it, then Demo • Is there time? • If not, and you’d like see it, then back here @ 17: 30

Oracle Portal demo • Glasgow Caledonian Oracle Portal demo • Glasgow Caledonian

u. Portal demo • Delaware u. Portal demo • Delaware

Dog’s dinner alert II …. • what follows is a proto-prototype • constructed by Dog’s dinner alert II …. • what follows is a proto-prototype • constructed by staff with other day jobs and some students • no concessions made w. r. t. usability or presentation • running on a desktop PC • aimed at demonstrating some concepts: • Aggregation • Integration • Personalisation • Customisation • a future portal will not look or work like this!

u. Portal demo • Bristol out of the box • Bristol prototype u. Portal demo • Bristol out of the box • Bristol prototype

What is a portal architecture? Content Application server “Browsers” Portal channel PIMS, etc Database What is a portal architecture? Content Application server “Browsers” Portal channel PIMS, etc Database CMS The portal is File system (Zope) fundamentally Message store content-free – the CMS holds the News store content WAP Servlet container Portal framework XML/XSLT RSS feeds Anything XML Authentication service PDF Disabled Applicant Views depending on user and/or device

Loadsa. X’s to get our heads round • XML • XSLT • XHTML XML Loadsa. X’s to get our heads round • XML • XSLT • XHTML XML Application or Data Browser Printer XSLT We all need a Sebastian Rahtz! XHTML WAP u. Portal

Some reflections • • • CMS Portal Siloware vs. Glueware Senior managers Who’s the Some reflections • • • CMS Portal Siloware vs. Glueware Senior managers Who’s the CTO? IWMW 2003 Putting lipstick on bulldogs

CMS Portal CMS Portal

How we’d like things to be …. SIS Digital Library Portal framework CMS DNER How we’d like things to be …. SIS Digital Library Portal framework CMS DNER Agnostic, open standards compliant – plugs and sockets

… but how it often is Siloware Digital Library SIS Portal framework DNER CMS … but how it often is Siloware Digital Library SIS Portal framework DNER CMS just sockets – “do it our way”

Doncha love Senior Managers? • Why can’t we just use Google? • We don’t Doncha love Senior Managers? • Why can’t we just use Google? • We don’t need a portal – we just need a well -designed Web site • Our SIS is ‘Best of Breed’ so it must be good • Why can’t we just use Outlook and Exchange?

Who’s the CTO? • Your Director of IT Services? • UCISA? Siloware is often Who’s the CTO? • Your Director of IT Services? • UCISA? Siloware is often golfcourseware – “It gets sold to senior executives by smooth-talking sales executives who claim their products solve every conceivable business problem, is a doddle to install, standards compliant, holographic user interfaces, everything. ” • • • SCONUL? ALT? JISC? e. Envoy? Who’s the CIO? We need to be investing in glueware and the people who can use it

The Scaleable Web (IWMW 2003) • Making it easy for the end-user means more The Scaleable Web (IWMW 2003) • Making it easy for the end-user means more complexity behind the scenes • The increasing dynamic Web will start to fail as sites get busier • Who in your institution is looking at: – Load balancing – Clustering – Cacheing • Amazon & Tesco have • Overlaps with the GRID?

The technology is the easier bit The technology is the easier bit "The worst thing you can do is to Webenable a bad process, " said Friedlein. "As a client once put it: 'There's no point in putting lipstick on a bulldog, '" he added. Getting content management strategy right, ZD Net UK, Dec 12 th, 2001, Geoff Choo From Information Strategy to e. Strategy? Future performance target: Four clicks away from 7 x 24 crap

From Desktop to Webtop An Information Systems Strategy? stellar Many readers, some writers Maintrix From Desktop to Webtop An Information Systems Strategy? stellar Many readers, some writers Maintrix CARB PIMS eclipse IRIS Data. Hub VIOLET Dolphin Coda User fsb Data. Haven The Portal Web Application server Aleph Envision Multiple views, depending on role Sports Operational processing Corporate information Casual visitor Prospective student Prospective employee HERO Show Room http: //www. bris. ac. uk Back Office https: //www. bris. ac. uk Information deployment Student Staff Ho. D HESA