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OrganizationObjects

  **<font color="blue">This is an older version of my proposal.  I'm continuing
  to develop it in my CMF portal Members folder:
  http://cmf.zope.org/Members/klm/OrganizationObjects .
  klm Feb-18-01</font>**

  <font color="gray">
  *This is **really** a work in progress - much cooking to be done!
  Comments are welcome along the way.  klm Feb 6, 2001*

  I am contemplating developing a general resource for holding
  information about various kinds of associations between content
  objects.  The goal is to complement general content with reusable
  organization and process features, across applications.  The
  intended upshot is that, rather than having to choose between a wiki
  and a weblog and a maillist archive and an issue tracker, these
  applications are actually just particular perspectives on content
  that is associated with the organizational and procedural features
  of any and all of these modalities.

  Background / Purpose

    My work efforts have generally come to focus on
    collaboration-structuring applications - list management
    (mailman), issue tracking (tracker), wiki (WikiForNow), and so
    forth.  For each application, i wound up working with a new
    content type developed from scratch, and wound up with a content,
    organizational, and procedural framework that i could not reuse
    across applications.

    I see the PTK/CMF as being an antidote to this - reusable content
    that i can plug into new applications.  One missing piece is
    general provision for, as paul liked to call it, "the space
    between content" - general, reusable ways to express content
    organization.  This is where the organization object comes in.

  Proposal

    This is a proposal of a kind of object for capturing various kinds
    of organizational associations between arbitrary content objects,
    such that any content object (and other organizations) can be
    involved in the organizations, and such that any content object
    can be involved in numerous organizations.

    Compined with content management framework features like finite
    state machines and membership, these objects should support
    arbitrary content as part of calender event management, issue
    tracking, and other structured collaboration systems.  This
    combination of faculties should also provide for intricately
    structured, conditioned navigation of content, as in training
    and troubleshooting systems, and adventure/exploration worlds.  !

    Some Representative/Central Types of Organization Objects

      Organization objects would keep track of associations for
      collections of content items, including things like:

        - Interlinking info - forward and backlinks, (and maybe change
          records, for forwarding of outdated references)

        - Lineage/thread - contains/is-contained-by, replies/in-reply-to, 
          sibling

        - Path - next/previous, audit, and other sequences through
          other organizations 

        - Modification time - RecentChanges type info

        - Dependency - "depends-on" / "dependents"

        - Ranking - ratings relative to other items in the collection

        - Audit - traversal incidence statistics, for tracking
          referrers and referrals

      (Cataloged DublinCore metadata already provides for organization 
      according to standard classifications like author (creator).)

    How

      There are a few reasons for the content and the organization
      objects to be loosly coupled.

      - Loose coupling serves the essential vision of organization
        information as a service available to any content objects - so
        that organizational mechanisms are reusable, with any kind of
        content where it may obtain.

      - Multiple organizational features will probably apply to any
        single piece of content at the same time, with potentially
        redundant analysis of the change that would be better
        implemented once in a third-party monitoring pattern.

      - Loose coupling also serves deploying content in the context of
        more than one organization.  For instance, some technical
        tidbit may be relevant in reference manual, book/story
        manuscript, executive-presentation slide, and/or user guide
        perspectives.  New-media wise, some discussion contribution
        may be visible in both weblog and wiki views on a topic - and
        it may pertain to multiple topics.

      At the same time, organization objects do need to be maintain
      close tracking of changes to content.

      To achieve all this, organization objects would be implemented
      as services which track their subject content via monitoring of
      actions in relevant *event channel* notifications.  Each
      organization object type would have a characteristic interface
      signature, and be available for consultation via a Zope *service
      discovery* mechanism.

      A convenient example would be tracking of the linking,
      modification time, and parenting/lineage relationships in
      current ZWiki using organization objects which watch the event
      channel for content changes within the wiki namespace container
      (currently, a folder - this sort of containment may well be
      delineated in other, higher-level ways as we move forward).  A
      weblog perspective would use much of the same information, but
      disregard the name-linking and add sequencing for ordering
      siblings.

      A hybrid "wikilog" could combine the sequencing and linking info
      for the best of both worlds.  The addition of citation-linking
      organizational info would allow automatic linking of cited text
      to the citation source content, and vice versa.

      So, organization objects would track changes of their target
      content through the event channel.  Conversely, their
      information would be available to views on those collections -
      eg, a wiki or weblog view - as *Zope services* implementing
      particular organization service interfaces, via a new Zope
      *service discovery* mechanism.
      
      This all suggests that you view content with respect to one
      organizational context or another.  I would suggest that context
      is an object embodying a particular "skin" for the content, an
      organizational framework, and workflow policies by which the
      content is seen.  The current context would probably be an
      artifact of the user's session - a changeable artifact, as the
      user switches views, as well as what is being viewed.

    Federating Organizations - Scaling

      - The subjects of the associations may themselves be
        organization objects, constituting a basis for federations of
        organizations.

      - Different kinds of organizational aspects are probably unified
        in different ways.  For instance, lineage/threading is
        trivaial - hierarchies federate by attaching the subhierarchy
        at a leaf.  Modification time is less independent - but
        inherent sorting of times within the parties to the federation
        enables low-order compute strategies.  Federation of
        classification metadata is syndication.  RSS, RDF, and other
        syndication strategies may constitute our mechanisms for
        that.  Etc.

      - Ultimately, we need to anticipate federation across large
        scale ranges, as zope's client *and* storage replication
        mechanisms present opportunities for large collections of
        sites.  We probably need to start our development
        concentrating on integral, well-defined collections - but
        once we have the outlines of an infrastructure for that, we
        may want to see about accomodating recursive containment of 
        organizations, for extensively federated sites.

    Raw Notes

      - In principle, organization objects delineate content
        collections.  Multiple sequence organizations may dictate
        different paths through some common items, one representing a
        slide presentation of the material and the other an in-depth
        manuscript.  Or one constituing a weblog-style organization of
        items, and another being an author or topic corpus.

      - In order to understand the place for these objects in the CMF
        implementation, we can experiment with implementing wiki and
        weblog-like content collections.
</font>

<hr solid id=comments_below>


jim (Feb 19, 2001 3:29 pm; Comment #1)  --
 This looks good. 
 
 Be on the look out for excessive generalization or complexity.
 For example, I'm not sure that federation of organizations
 is the same as a meta-organization.
 
klm (Feb 19, 2001 5:37 pm; Comment #2)  --
 <pre>
 > jim (Feb 19, 2001 3:29 pm; Comment #1)  --
 > [...]
 >  Be on the look out for excessive generalization or complexity.
 >  For example, I'm not sure that federation of organizations
 >  is the same as a meta-organization.
 </pre>
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