Products.FacultyStaffDirectory 3.0b3

Provides content types for creating and organizing personnel directories within educational institutions. Integrates with Plone's users and groups infrastructure and supports an extensibility framework for custom requirements.

.. contents::

Description
===========

FacultyStaffDirectory is a personnel directory, a provider of shared workspaces
for committees, a way of keeping track of people's areas of expertise, a floor
wax, and a dessert topping. It integrates with Plone's users and groups
infrastructure and supports an extensibility framework for custom requirements.


Dependencies
============

FacultyStaffDirectory depends on Products.membrane and Products.Relations


Installation
============

FacultyStaffDirectory 3 requires Plone 3.3 or greater.

1. Add the following to buildout.cfg

::

[buildout]
eggs =
. . .(other eggs). . .
Products.FacultyStaffDirectory

2. Re-run buildout (typically 'bin/buildout').

3. Restart Zope (typically 'bin/instance restart').

4. Install the FacultyStaffDirectory product using
portal_quickinstaller or the Plone Add/Remove Products tool
under Site Setup. The necessary dependencies will install
themselves automatically. (Membrane remains in the 'available'
column, but is in fact installed.)


Upgrading
=========

From FacultyStaffDirectory 1.x
------------------------------

To upgrade from 1.x, first upgrade to a 2.x release thusly:

Use the migration script in the Extensions folder of
FacultyStaffDirectory. Follow the instructions inside
migrate1dot0to2dot0.py. To perform the migration under Plone
3, you'll need the `contentmigration product`_.

.. _contentmigration product:
http://svn.plone.org/svn/collective/Products.contentmigration

From FacultyStaffDirectory 2.x
------------------------------

To upgrade from 2.x to 3.0 use the "Upgrade" button on the 'Add-on Products'
page. (in Plone 4.0, this is called "Add-Ons").

**Be sure** to check the workflow and publication state of your Faculty/Staff
directory. It has probably been changed to 'private'.

If your Faculty/Staff directory was using a custom workflow, it is now in a new
workflow which comes with FacultyStaffDirectory 3.0. You'll need to change your
custom workflow to manage the "FacultyStaffDirectory: Provides Roles" permission
before you go back to it. Check out the 'fsd_directory_workflow' to see how it's
done.

Special Note for users upgrading to Plone 4:
--------------------------------------------

Because FacultyStaffDirectory 2.x is not compatible with Plone 4, you must first
upgrade FacultyStaffDirectory to version 3 then upgrade Plone.



Using FacultyStaffDirectory
===========================

Adding a Faculty/Staff Directory
--------------------------------

From the "add" dropdown menu in Plone, select "Faculty/Staff Directory". A
Faculty/Staff Directory will be created as well as several default items inside:

* Faculty (a Classification)

* Staff (a Classification)

* Graduate Students (a Classification)

* Committees (a Committees Folder, which can hold only Committees)

* Specialties (a Specialties Folder, which can hold only Specialties)

Any or all of these default items may be safely deleted as needed.

Working with your directory
---------------------------

FacultyStaffDirectory provides content types for creating and organizing details
of people. It has principally been developed for personnel directories in
educational institutions but can be repurposed for use in a variety of settings.

The core content type is Person. This has a variety of fields (email, telephone
number, job title, and so on). You can also easily add your own.

Out of the box, FacultyStaffDirectory offers 3 Classifications that can be
assigned to Person objects: Faculty, Staff and Graduate Student. If these don't
work for you, you can add your own Classifications (e.g. Administrators,
Technicians, Board Members, or whatever you like).

FacultyStaffDirectory also provides several content types for grouping people:
Departments, Specialties and Committees. If these labels don't make sense in
your organization, you can easily relabel them. In each case, the association
between the Person and the grouping (e.g. the Person-Specialty relationship) can
be given a description. So, for example, if Person Jane Doe is in the Artificial
Intelligence Specialty, you could give the Jane Doe-Artificial Intelligence
relationship a description (e.g. "Interested in the cultural impacts of machine
thinkers").

FacultyStaffDirectory can be configured so people added to the directory
automatically become Members of your Plone site and each person can edit his or
her own page. It also adds some new roles, to facilitate management of people.
For instance, the PersonnelManager role can create new Specialties and assign
people to them.

Membership integration
----------------------

Out of the box, FacultyStaffDirectory offers the following integration with
Plone users and groups:

The Faculty/Staff Directory itself acts as a group.
All Person objectscreated in the Faculty/Staff Directory are automatically
considered members of this group. This group also provides the option of
assigning a global role to all Persons in the Directory. This option should be
handled with care. It is generally best to select only the 'Member' role, as
this is the most restrictive option.

Departments, Classifications and Committees act as groups.
Global role assignment is not available for these
content types, but the groups they define may be granted
local roles throughout the Plone site. For complex
academic units, this can be a great time-saver, since
personnel management can be tied closely to site
security management.

Person objects act as users.
The Faculty/Staff Directory configlet in Site Setup
allows you to choose whether Person objects provide
passwords for authentication. If you are using some
other PAS plugin for authentication, such as PloneLDAP,
WebServerAuth, PubcookiePAS or CAS4PAS, you will want to
disable password provision so that authentication will
cascade to these other systems.

Persons own their own profiles.
Users defined by Person objects are automatically granted the
Owner role locally for that object and its contents. This
allows users to add to and edit their own biographies, contact
information, etc. They also control sharing rights to their
object and can thus allow assistants to edit content on their
behalf without sharing their own passwords or user
preferences.

My Folder action.
The 'My Folder' action, found on the personal toolbar, is
altered by the Faculty/Staff Directory product to take users
defined by Person objects directly to them. Users defined
through the standard Plone UI will be taken to the usual
location (portal/Members/<userid>). Likewise, the personal
preferences link found in the personal toolbar and on the
plone_memberprefs_panel or dashboard will take Person users to
their Person objects.

Restrictions on group membership.
Owners are not granted the rights to add or remove their
Person object from Departments, Committees, Classifications
and Specialties, since these collections are used as
authorization groups. Instead, this right is reserved for site
managers and for the newly-created 'Personnel Manager' role,
installed with the Faculty/Staff Directory product. The
Personnel Manager is likewise not granted access to the ZMI or
to personal preferences for Persons. This allows for
fine-grained separation of management concerns.

Configurable integration.
Membership integration for Person, Department, Classification
and Committee objects is configurable. A switch to turn the
function on or off is in the Faculty/Staff Directory
configuration panel in Site Setup. It may be necessary to
disable membership integration for Person objects in systems
that have established user bases built on LDAP systems, for
instance.

Configuring the product
-----------------------

Several global settings, such as phone number and user ID formats, can be
controlled through the Faculty/Staff Directory configuration panel within Site
Setup.

Extensibility

Because every organization has a few unique requirements, FacultyStaffDirectory
supports an extension mechanism based on the archetypes.schemaextender library.
Using it, you can write plugin products which add fields to or otherwise modify
our content types. For an example, see the FacultyStaffDirectoryExtender product
and `its readme`_.

.. _its readme:
https://weblion.psu.edu/svn/weblion/weblion/Products.FacultyStaffDirectory/tags/3.0/src/Products/FacultyStaffDirectory/examples/FacultyStaffDirectoryExtender/README.txt.


Design Rationale & Thoughts
===========================

Why the push for just one Directory in a site? Why not just add people to Departments?
The main thought behind this was that People could be members
of multiple departments (i.e., faculty member John Smith
teaches courses in both MSIS and Computer Science). So where
do we put the Person object? We'd like to refrain from making
two Persons if possible, and the alternative of making a
Department both a container and a referenced object could be
nightmarish.

Why add membrane?
We wanted a relatively simple way to let members modify their own
profiles. With membrane, we get that right out of the box since that
profile *is* the member. We also get nifty groups like "Faculty" and
"Chemistry Department" and "Some Useless Committee".

How do I manage People across multiple Plone sites?
We wish we knew. We suspect it will have something to do with LDAP.
Suggestions?


Authorship
==========

This product was developed by the WebLion group at Penn State University.

membrane integration by Cris Ewing at the University of Washington.

Special thanks to Andreas Jung for his early testing, code contributions, and
reminding us that, yes, people do live outside the United States.


Support
=======

* Report bugs to the `WebLion issue tracker`_.

* More documentation at the `WebLion wiki`_.

.. _weblion wiki: https://weblion.psu.edu/trac/weblion/wiki/FacultyStaffDirectory
.. _WebLion issue tracker: https://weblion.psu.edu/trac/weblion/newticket?component=FacultyStaffDirectory


* Contact us::

WebLion Project Team
Penn State University
304 The 300 Building
University Park, PA 16802
[e-mail]
814-863-4574


License
=======

Copyright (c) 2006-2008 The Pennsylvania State University. WebLion is developed
and maintained by the WebLion Project Team, its partners, and members of the
Penn State Zope Users Group.

This program is free software; you can redistribute it and/or modify it under
the terms of the GNU General Public License as published by the Free Software
Foundation; either version 2 of the License, or (at your option) any later
version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A
PARTICULAR PURPOSE. See the GNU General Public License for more details.

You should have received a copy of the GNU General Public License along with
this program; if not, write to the Free Software Foundation, Inc., 59 Temple
Place, Suite 330, Boston, MA 02111-1307 USA.


Version History
===============

3.0b3
-----
* Dropped the plone3 GS profile, paved over the types/*.xml with versions
from a working FSD Plone instance.
[cah190 (Craig Haynal)]

* Don't call Products.Archetypes.Extensions.utils helpers, they seem to make
Archetypes move itself in the portal_skins lists in a way that breaks
TinyMCE.
[cah190 (Craig Haynal)]

* Installer should not be installing ATReferenceBrowserWidget.
[cah190 (Craig Haynal)]

* Register our skins directory the modern way (through ZCML and skins.xml)
[cah190 (Craig Haynal)]

* Pin to archetypes.schemaextender < 2.1 because 2.1 and higher use plone.uuid
which breaks Products.Relations and older versions of Archetypes.
[cah190 (Craig Haynal)]

* Fixed schema conditions and fsdtool data to prevent authorization failures
for non-managers editing FSD objects.
[cah190 (Craig Haynal)]

* Updates to facultystaffdirectory_tool access and security
[cah190 (Craig Haynal)]

* Made FSD not installable when creating a Plone 4 site (our GS profiles are not
sufficient for a functional install).
[cah190 (Craig Haynal)]

3.0b2
-----
* Added a lines field to the facultystaffdirectory_tool that contains the list of
active states.
[cah190 (Craig Haynal)]

* Inactive users will now fail to authenticate.
[cah190 (Craig Haynal)]

* Inactive groups will now appear as empty groups.
[cah190 (Craig Haynal)]

* Fixed author.cpt to work in Plone 4 by adding missing globals.
[cah190 (Craig Haynal)]

* Replaced direct page template references to facultystaffdirectory_tool with
getToolByName lookups to allow for anonymous viewing of listings.
[cah190 (Craig Haynal)]

* Added missing icon references to GS type information.
[cah190 (Craig Haynal)]

* Defined global variables (template_id, normalizeString, member) in skin templates.
[lvb5153 (Luke Brannon)]

* Removed document_action macros from FSD skin templates.
[lvb5153 (Luke Brannon)]

* Registered document_actions viewlet to abovecontentbody viewlet manager
for FSD types (in configure.zcml, since there is no browser package).
[lvb5153 (Luke Brannon)]

* Replaced object_title global definition with context/Title in FSD
skin templates.
[lvb5153 (Luke Brannon)]

3.0b1
-----
* Add Plone 4.0 compatibility.
[ems174, cah190, cewing, netropic]

2.1.5
-----
* Italian translation merged
(https://weblion.psu.edu/trac/weblion/ticket/1266).
[cah190 (Craig Haynal)]

* Updated portal_memberdata image generation based on suggestions
from michael.lindig and updated tests accordingly
(https://weblion.psu.edu/trac/weblion/ticket/1204).
[cah190 (Craig Haynal)]

* Fixed Classification's getPeople to account for effective/
expired, View permissions
(https://weblion.psu.edu/trac/weblion/ticket/2036)
[par117 (Paul Rentschler)]

* Added a termination details field and put it and the effective/
expired dates in a new Employment Information schemata
[par117 (Paul Rentschler)]

* Updated the person_view.pt file to hide all information except
the person's name and termination details if they are expired
unless the viewer has editing rights.
[par117 (Paul Rentschler)]

2.1.4
-----

* Owner role should be able to edit Persons in Hidden state.
[ems174 (Eric Steele)]

* Portuguese translation merged.
[cah190 (Craig Haynal)]

* Allow archetypes.schemaextender 2.x (now includes schema caching).
[cah190 (Craig Haynal)]

2.1.3
-----

* Fixed the overzealous user search
(https://weblion.psu.edu/trac/weblion/ticket/842)
[ems174 (Eric Steele)]

* Revised workflow for Persons. Visibility and membership behavior can
now be controlled independently.
[cah190 (Craig Haynal)]

* Fixed an umlaut crash
(https://weblion.psu.edu/trac/weblion/ticket/1212).
[ems174 (Eric Steele)]

* Fixed some ReferenceBrowserWidget behavior when running behind a web
server (https://weblion.psu.edu/trac/weblion/ticket/1222).
[cah190 (Craig Haynal)]

* Added Turkish translation
(https://weblion.psu.edu/trac/weblion/ticket/1252).
[uyar]

* Brought translation infrastructure up to date
(https://weblion.psu.edu/trac/weblion/ticket/1482).
[ewr119 (Erik Rose)]

* Corrected the permission needed to manage personnel
(https://weblion.psu.edu/trac/weblion/ticket/1464).
[netropic]

* Described the permissions implementations of the Personal
Assistant(s) field (https://weblion.psu.edu/trac/weblion/ticket/1346).
[ewr119 (Erik Rose)]

* Wrapped example extender in egg packaging and renamed it.
[ewr119 (Erik Rose)]

* Fixed syntax error in the French translation.
[ewr119 (Erik Rose)]

* Included compiled (.mo) versions of all translations.
[ewr119 (Erik Rose)]

* Fix the getClassificationNames index method so that it doesn't
throw an error trying to concatenate a function and an int, also
make sure the method works in 3.2 and 3.3
[cqp5087 (claytron)]

* Remove MANIFEST.in and use setuptools svn integration instead
[cqp5087 (claytron)]

2.1.2
-----

* Corrected a problem with the reference browser widget popup not
displaying available items when used on a site using virtual
hosting. [ems174 (Eric Steele)]

2.1.1.1
-------

* Corrected a problem with missing files in the 2.1.1 distribution.
[ems174 (Eric Steele)]

2.1.1
-----

* Corrected a problem with person_view.pt that caused errors
when anonymous users viewed a person with an assistant
assigned. [cewing]

* Corrected a problem that prevented versioning of Persons and
Committees. [cewing]

* Added a dedicated Committees Folder view (similar to the
specialies folder view). [ajung]

* A Specialty has an extra schemata "Overview" with an image and
richtext field. Both fields are used for the
speciality_overview view. [ajung]

* Added microformats for person_view's address block. [robzonenet]

* Added Spanish translation [Gildardo Bautista]

* Added French translation [Benjamin Klups]

* List department in person_view [Gildardo Bautista]

* Corrected a problem with viewing departments located outside
of a Directory object. [ems174 (Eric Steele)]

2.1
---
* Corrected some CSS display issues with Person pictures.

* Users with the Personnel Manager role can now add Person
objects.

* Added a field to the classification gallery view to control
the width of the Person images

* Multiple FacultyStaffDirectory objects can now exist in the
same site

* Improved product reinstallation performance

* Added an assistant field to confer profile editing delegation
on other users

* Added a "can manage personnel" field to the sharing tab

* Added i18n hooks for all fields and templates

* Removed a boatload of unused imports

* Removed WebLionLibrary dependency

* Eggified product

* Configlet icon should now work properly in
VirtualHostMonstered sites

* vCard should handle unicode characters properly now

* vCard images now display

* Empty biographies stay empty

2.0
---

* Added an A-to-Z listing view for Directories and Departments.

* Forced Previous/Next display in the Person editor.

* Bug fixes

2.0a1
-----

* Integrated with Plone users and groups.

* Switched extensibility framework to archetypes.schemaextender.
More than one extender works at once now, and all content
types are extensible.

* Added Department content type.

* Sortable Name is now available as a SmartFolder index (mainly
for sorting).

* Added SmartFolder fields for Departments, Classifications,
Committees, Specialties, and People.

* Templates are faster.

* Non-ASCII characters in Person titles work.

* People now have a Middle Name field.

* Specialties and other types of person groups can now live
outside the Faculty/Staff Directory.

* Specialties are now listed in a sane order.

* Committees Folders are now addable within Departments.

* Added a configlet in Site Setup to allow customization of
phone number and user ID validation as well as the ability
to disable aspects of membrane integration.

* Silenced some deprecation warnings.

* Added support for Plone 3's versioning.

* Renamed content types to avoid collisions with other products.

* Added oodles of new tests.

* Ditched ArchGenXML, making our code much cleaner.

* Made more use of GenericSetup.

1.0.1 -- Minor documentation tweaks
-----------------------------------

1.0 -- Initial release
----------------------