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Prospectus Editing Tool (PET)

Mike Jones (mike.a.jones@bristol.ac.uk)
IT Services R&D / ILRT

Using emerging learning and research technologies to enable excellence
Overview
• The drivers and opportunities of the Prospectus project
• The rationale for developing PET
• How we use the TERMINALFOUR Site Manager API in
PET
• The pros and cons of our approach
• Experiences of using the TERMINALFOUR Site Manager
API

IT Services R&D / ILRT
What is PET?
A workflow-driven web application for collating, editing and
approving content for the undergraduate and postgraduate
prospectuses.

IT Services R&D / ILRT
Content for Web …

IT Services R&D / ILRT
… and Print …

IT Services R&D / ILRT
… all stored in Site Manager

IT Services R&D / ILRT
We needed to replace old software

http://www.flickr.com/photos/bogdansuditu/2377842887

IT Services R&D / ILRT
Opportunity to review processes

http://www.flickr.com/photos/videolux/2389320345/

IT Services R&D / ILRT
Why develop PET?
• Reluctance to train ~100 academics and faculty staff in
using Site Manager for just prospectus content
• Needed to control access to content via roles (Editor,
Faculty Reviewer, Print Reviewer and Prospectus
Administrator) that didn’t fit with Site Manager roles

• Wanted a robust standards-based workflow engine
• A request for ‘simplified editing screens’

IT Services R&D / ILRT
Architecture

Site Manager
PET

Custom tag brokers
Workflow
DB

PET DB

CMS DB

Data
Warehouse

IT Services R&D / ILRT
Core Technology for PET
• Spring Framework (http://spring.io)
• Spring MVC
• Spring Security

• Activiti BPM Platform (http://www.activiti.org)
• MyBatis (http://github.com/mybatis)
• Ehcache (http://ehcache.org)
• TERMINALFOUR Site Manager API

IT Services R&D / ILRT
Content is abstracted to Domain Objects
• Web application passes around domain model
objects that represent people, programmes,
faculties, subjects etc
• For Site Manager content an object is made of a
Section + Metadata + Content

• Implemented mappings from variables in the Java
objects to Site Manager content via custom
annotations
• Support a subset of types – plain text, numbers, list
(not sub-lists), content links …
IT Services R&D / ILRT
Mapping Content

@SectionID
private Integer id;

@ContentField (“
UCAS code”
)
private String ucasCode ;

@ ContentID
p rivate Integer contentId ;

@ ContentField (“
Award”
)
p rivate String award;

@ VersionField
private String version;
@ MetadataField (“
keywords“
)
private String keywords;

IT Services R&D / ILRT
Support for the web view
• Validators check with
the CMS for mandatory
fields
• Get list values
• Show field names and
descriptions (can be
overridden)

IT Services R&D / ILRT
Workflow
• Activiti BPM Platform

• Support BMN 2.0
• Design the workflow
with an Eclipse plugin

• Java and a REST API
• Supports different tasks –
Email, Script, Business
Rule etc

IT Services R&D / ILRT
Progress
• Still a work in progress

• Currently being used by Undergraduate Recruitment
• Soon to be released to Postgraduate Recruitment
• Undergraduate prospectus will be published in February
2014 (I still need to write some Custom Brokers)
• Positive feedback from academics. Student Recruitment
positive but have lots of suggestions for improvement.

IT Services R&D / ILRT
Pros and cons of our approach
• Flexible system that can adapt to the needs of Student
Recruitment
• Benefit from the advantages of Site Manager while
providing an easy-to-use interface for the academics
• Powerful workflow that can be adapted to changing
business processes
• BUT … the heavy use of the Site Manager API means we
cannot update our CMS until PET is fully tested against
new versions of Site Manager

IT Services R&D / ILRT
Experiences of using the Site Manager
API
• We have used the API for:
• The development of PET
• The migration of Plone content to Site Manager
• Populating users and groups in Site Manager from
LDAP

It is very powerful!
IT Services R&D / ILRT
Documentation

http://www.flickr.com/photos/53326337@N00/3820645253

IT Services R&D / ILRT
Should you avoid parts of the API?

http://www.flickr.com/photos/robwatling/5059689668/

IT Services R&D / ILRT
Pass a Connection or a Statement?
• Initially surprised that you deal with JDBC objects directly
but we embraced it 
• Decided to pass in a Statement rather than a Connection
so we can ensure the Statement was closed
• You can’t always pass in a Statement; some API calls
query the database but don’t even require a Connection
...
• … which ties you to the SM Connection pool
implementation

IT Services R&D / ILRT
Bits and bobs
• More examples needed
• No notes on API changes in the release notes
• Not trivial to setup a development environment – I use
maven overlays to make my life easier

• Support for transactions?
• Cache – not able to notify the Site Manager cache that a
remote application has added or modified content.

• No support for repository standards – JSR-170 / JSR-283
or CMIS
IT Services R&D / ILRT
Questions? 

IT Services R&D / ILRT

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Prospectus editing at the University of Bristol- an overview:TERMINALFOUR t44u 2013

  • 1. Prospectus Editing Tool (PET) Mike Jones (mike.a.jones@bristol.ac.uk) IT Services R&D / ILRT Using emerging learning and research technologies to enable excellence
  • 2. Overview • The drivers and opportunities of the Prospectus project • The rationale for developing PET • How we use the TERMINALFOUR Site Manager API in PET • The pros and cons of our approach • Experiences of using the TERMINALFOUR Site Manager API IT Services R&D / ILRT
  • 3. What is PET? A workflow-driven web application for collating, editing and approving content for the undergraduate and postgraduate prospectuses. IT Services R&D / ILRT
  • 4. Content for Web … IT Services R&D / ILRT
  • 5. … and Print … IT Services R&D / ILRT
  • 6. … all stored in Site Manager IT Services R&D / ILRT
  • 7. We needed to replace old software http://www.flickr.com/photos/bogdansuditu/2377842887 IT Services R&D / ILRT
  • 8. Opportunity to review processes http://www.flickr.com/photos/videolux/2389320345/ IT Services R&D / ILRT
  • 9. Why develop PET? • Reluctance to train ~100 academics and faculty staff in using Site Manager for just prospectus content • Needed to control access to content via roles (Editor, Faculty Reviewer, Print Reviewer and Prospectus Administrator) that didn’t fit with Site Manager roles • Wanted a robust standards-based workflow engine • A request for ‘simplified editing screens’ IT Services R&D / ILRT
  • 10. Architecture Site Manager PET Custom tag brokers Workflow DB PET DB CMS DB Data Warehouse IT Services R&D / ILRT
  • 11. Core Technology for PET • Spring Framework (http://spring.io) • Spring MVC • Spring Security • Activiti BPM Platform (http://www.activiti.org) • MyBatis (http://github.com/mybatis) • Ehcache (http://ehcache.org) • TERMINALFOUR Site Manager API IT Services R&D / ILRT
  • 12. Content is abstracted to Domain Objects • Web application passes around domain model objects that represent people, programmes, faculties, subjects etc • For Site Manager content an object is made of a Section + Metadata + Content • Implemented mappings from variables in the Java objects to Site Manager content via custom annotations • Support a subset of types – plain text, numbers, list (not sub-lists), content links … IT Services R&D / ILRT
  • 13. Mapping Content @SectionID private Integer id; @ContentField (“ UCAS code” ) private String ucasCode ; @ ContentID p rivate Integer contentId ; @ ContentField (“ Award” ) p rivate String award; @ VersionField private String version; @ MetadataField (“ keywords“ ) private String keywords; IT Services R&D / ILRT
  • 14. Support for the web view • Validators check with the CMS for mandatory fields • Get list values • Show field names and descriptions (can be overridden) IT Services R&D / ILRT
  • 15. Workflow • Activiti BPM Platform • Support BMN 2.0 • Design the workflow with an Eclipse plugin • Java and a REST API • Supports different tasks – Email, Script, Business Rule etc IT Services R&D / ILRT
  • 16. Progress • Still a work in progress • Currently being used by Undergraduate Recruitment • Soon to be released to Postgraduate Recruitment • Undergraduate prospectus will be published in February 2014 (I still need to write some Custom Brokers) • Positive feedback from academics. Student Recruitment positive but have lots of suggestions for improvement. IT Services R&D / ILRT
  • 17. Pros and cons of our approach • Flexible system that can adapt to the needs of Student Recruitment • Benefit from the advantages of Site Manager while providing an easy-to-use interface for the academics • Powerful workflow that can be adapted to changing business processes • BUT … the heavy use of the Site Manager API means we cannot update our CMS until PET is fully tested against new versions of Site Manager IT Services R&D / ILRT
  • 18. Experiences of using the Site Manager API • We have used the API for: • The development of PET • The migration of Plone content to Site Manager • Populating users and groups in Site Manager from LDAP It is very powerful! IT Services R&D / ILRT
  • 20. Should you avoid parts of the API? http://www.flickr.com/photos/robwatling/5059689668/ IT Services R&D / ILRT
  • 21. Pass a Connection or a Statement? • Initially surprised that you deal with JDBC objects directly but we embraced it  • Decided to pass in a Statement rather than a Connection so we can ensure the Statement was closed • You can’t always pass in a Statement; some API calls query the database but don’t even require a Connection ... • … which ties you to the SM Connection pool implementation IT Services R&D / ILRT
  • 22. Bits and bobs • More examples needed • No notes on API changes in the release notes • Not trivial to setup a development environment – I use maven overlays to make my life easier • Support for transactions? • Cache – not able to notify the Site Manager cache that a remote application has added or modified content. • No support for repository standards – JSR-170 / JSR-283 or CMIS IT Services R&D / ILRT