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open source developments – technology, politics, and eCommerce

open sources - technology, politics, and eCommerce

OpenOffice Writer

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The free alternative word-processor to Microsoft Word

OpenOffice is one of the big success stories of the Open Source Software movement – along with programs such as Linux and Apache. Open Source seeks to design software by voluntary collaboration, then makes it freely available for anyone to use . Writer is the word-processing package part of OpenOffice and, not to put too fine a point on the matter, it’s a free alternative to the costly and ponderous Microsoft Word.

OpenOffice WriterBecause the software comes free of charge however, there is no printed manual, so the ever-enterprising publishers O’Reilly have produced one as part of their Community Press series. The book comes complete with a CD-ROM containing the whole of the OpenOffice.org suite which you can freely install on as many machines as you wish. The full suite of programs includes packages for spreadsheets (Calc) presentations (Impress) and drawings (Draw) as well as file conversion facilities.

Jean Hollis Weber’s guide starts by showing you how to set up the interface to suit your style of working and your own personal preferences. This includes features such as page appearance, font options, multiple undo, spellchecking, custom dictionaries, and auto-correction.

Basically, Writer works in a very similar manner to Word, but it is more customisable, less intrusive, and less bossy. You don’t get the impression that it’s trying to take over the world, as you do with Word. And even if in the end you decide you don’t like it, you haven’t lost a penny, because it’s free.

She covers working with templates and shows you how to apply styles. For people working on long documents there are tutorials on tables of contents, indexes, bibliographies, footnotes and endnotes, and cross referencing.

Writer and other Open Source software offers an ideal solution for people who cannot afford Microsoft prices, but who wish to undertake professional quality work. This is why it is being taken up so rapidly in poorer countries and even some hard-pressed local governments in the West. (As a result of this incidentally, Microsoft have started to do secret cut-price deals with some big customers in order to keep their share of the market.)

Since most of her potential readers are likely to be migrating from Word, she ends her tour through the program with a useful series of comparison tables. These explain the small differences in how common commands and actions are performed in Word and Writer respectively.

If you need the reassurance of a manual, plus the convenience of a whole suite of programs on one ready-to-hand CD, this is a bargain. It’s sort of a version of O’Reilly’s ‘Missing Manual’ series.

© Roy Johnson 2004

artie shaw Buy the book at Amazon UK

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Jean Hollis Weber, OpenOffice.org Writer, Sebastopol, CA: O’Reilly, 2004, pp.213, ISBN: 0596008260

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Remix: The Copyright Wars

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Making Art and Commerce Thrive in the Hybrid  Economy

Lawrence Lessig is a lecturer in law at Harvard University and a leading authority on copyright and intellectual property rights in the digital age. He helped to found the Creative Commons movement, and he’s a former member of the Electronic Freedom Foundation. His works are a passionate defence of the rights of the individual to the creativity of the past, and a crusade against those forces which try to limit the free exchange of information. Remix: The Copyright Wars is his manifesto on the topic.

Copyright warsThis is the latest in a long line of books he has written in support of such causes – explaining in non-legal language the way in which human rights have been eroded by the vested interests of big business. Whilst upholding the right of all content originators to make a living from what they create, he believes that the current copyright laws restrict the free exchange of information. He also argues that all creativity builds on the creativity of the past, and it is modern technology which has democratised and speeded up the process.

In the past, you could own the ‘source code’ to Shakespeare’s works, but only printing press owners could make copies. Now, as soon as something becomes digitised, any kid in his back bedroom can copy at will. This has given rise to a panic over copyright, which he explores in some depth.

First of all he examines the ‘war against piracy’ in the American courts by a close inspection of the terms in which it is commonly pursued:

In my view, the solution to an unwinnable war is not to wage war more vigorously. At least when the war is not about survival, the solution to an unwinnable war is to sue for peace, and then to find ways to achieve without war the ends that the war sought.

You would almost think he was talking about the Americans in Afghanistan – but no, this is the ‘copyright wars’.

He cites many examples where companies have paid out legal fees ten times greater than the lost revenue they were seeking to recoup.

He agrees with Chris Anderson and Cory Doctorow that the Nay-sayers and prophets of doom on all this are wrong. The future is not likely to be an either/or choice between prohibition and control versus unbridled anarchy. It’s much more likely to be a creative symbiosis of past and future technologies.

He then addresses the central theme of the book – how much is it possible to quote from someone else’s work in a new work for private or public consumption? The rules and general practice are quite different, depending on the medium. With printed text it is a perfectly normal, accepted practice to quote from someone else’s work. In fact academic writing specifically requires a knowledge and accurate quotation of previous works in the same subject.

But use the same approach with audio recordings and you’ll end up with a solicitor’s ‘cease and desist’ letter from Sony or Decca. And his argument is that this restriction is a brake on both creativity and freedom of information.

On mixed media he also makes the very good point that the sort of well-edited video clips with over-dubbed sound tracks shown in TV political satire (and now on blogs) are more effective than long-winded essays taking 10,000 words to make the same point.

Most people today don’t even have time to read long articles. They get their information in much shorter chunks. As he puts it, very pithily – “text is today’s Latin”. It’s an extreme view, but you can see his point.

A propos of which, he also practices what he preaches. He developed a style of presentation which uses rapid display of short, memorable phrases or pictures. Here’s an example which takes a while to load, but is well worth the wait. It’s quite old now, but it demonstrates a technique of presentation which will not date: sound and text being used together for maximum effect.

One thing about his writing I found quite inspiring is that for every bold proposition he makes, he looks at the possible objections to it. (In fact a whole section of his web site is devoted to criticisms of his work.)

He makes a profound distinction between what he calls read-only (RO) and read-write (RW) culture. Both are important, but they have the difference that RO encourages passive reception, whereas RW encourages a written, that is a creative response. This leads him to argue for the enhanced value of all ‘writing’ – by which he means not only text, but the manipulation of other media, such as the audio and video files which are the stock-in-trade of the mashup artists.

His point is that these collage-type works are definitely not examples of parasitic imitation, and that in almost all cases they reveal a skilled appreciation of the medium.

The second part of the book is an investigation of eCommerce – conducted at a level just as radical and profound. He looks Google, Amazon, and Netflix as examples of businesses that have become successful by defying the normal laws of commerce. They allow other companies to share their information, and in Amazon’s case they even allow competitors onto their site. By doing this they make more money, and they control more of the field.

For the sake of those people who didn’t catch it first time round, he explains Chris Anderson’s Long Tail Principle. He then looks at the ‘sharing economies’ to which the Internet has given birth – the Open Source projects and the Wikipedias which exist on the voluntary efforts of volunteers.

Next he passes on to what he calls the ‘hybrid economies’ – companies such as Slashdot and Last.fm who offer a community but make money by advertising revenues. The subtle distinctions between these different models have to be handled carefully – otherwise sensibilities (and revenue streams) might be affected.

He looks at the ethical and practical conflicts between Old and New economies – those based on greed and naked competition, and those based in the ‘hybrid’ sector of sharing and cooperation. Eventually this takes us back to the issue of copyright, where he has some radical proposals for reform.

The first is that basically all genuinely amateur use of copyrighted material should be exempt from prosecution. It is pointless issuing legal writs against some kid sampling and posting on YouTube. The second is a suggestion that copyright is returned to its original status – a fourteen year term which is renewable if the owner so wishes.

Next comes a suggestion called ‘clear title’ – which means that the item being copyrighted needs to be clearly defined. Then comes the de-criminalisation of P2P file sharing, and the end of prosecuting sampling and mashups. As he suggests, supported by people in the pop music business, there is no evidence to prove that a sample or mashup detracts from sales of the original. All of these seem perfectly reasonable – though I suspect vested corporate interests would think otherwise.

This is a passionate and thought-provoking book on the ethics of copyright and creativity in an age of rapid technological change. It is radical, free-thinking, and a challenge to anyone participating in the digital world right now. Lawrence Lessig is a voice to take note of. But you’ll have to move fast. He seems to be in a permanent state of rapid development, and by the time you’ve read this, his latest book, he’ll have moved on elsewhere. If you go to his official site at lessig.org you’ll see what I mean.

Remix: The Copyright Wars   Buy the book at Amazon UK

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© Roy Johnson 2010

Lawrence Lessig, Remix: Making Art and Commerce Thrive in the Hybrid Economy, London: Penguin Books, 2008, pp.327, ISBN: 0143116134

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The Cathedral and the Bazaar

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socio-political manifesto of the free software movement

Forget the enigmatic title of The Cathedral and the Bazaar for a moment. This is essentially four long, polemical essays on the open source movement, written by one of its prime movers in the period between 1992 and summer 1999. ‘Open Source’ is a term used to describe the idealistic notion of freely sharing technological development – particularly the software code written by computer programmers. The first and earliest essay sets out the principles of the open source movement. The second inspects the attitudes and moral codes of its members (the hackers) who submit their work to peer review and what Eric Raymond claims is a ‘gift culture’. The third looks at the economic conundrum of how the open source movement sustains itself without a regular income. The last essay is an account of activism relating to the Microsoft anti-trust case.

The Cathedral and the BazaarBasically, it’s an impassioned argument in favour of a new strategy in software development which has arisen from the decision by Linus Torvalds to release the source code of his operating system Linux. He released it not only for free use, but also invited volunteers to help him develop it further. Raymond argues that this represents – dare one say it? – a paradigm shift – a democratic sharing of ideas and repeated testing rather than the development of a product in commercial secrecy.

This is where the title comes in. The ‘cathedral’ is a metaphor for work ‘carefully crafted by individual wizards or small bands of mages working in splendid isolation, with no beta to be released before its time’. The bazaar represents an open free-for-all approach ‘differing agendas and approaches…out of which a coherent and stable system [can] seemingly emerge only by a succession of miracles’.

He inspects the arguments which have been made in criticism of the open source movement, and whilst I wouldn’t say that he demolishes them exactly, he does come up with some interesting points about a system which he is presenting as a revolutionary alternative to the common commercial model. ‘It is often cheaper and more efficient to recruit self-selected volunteers from the Internet than it is to manage buildings full of people who would rather be doing something else’. If the principles of the open source movement really do work in the long term, this will stand a lot of MBA wisdom on its head.

However, his arguments for the advantages of releasing open source on Netscape (in autumn 1998) seem to evade the issue that NS was under intense pressure from Microsoft. He’s making an argument from technological altruism, when deep down the motive might have been economic. But he does explain how a company such as Red Hat can sell open source code (Linux) for a profit, when it’s free for anyone who wants it. They sell – ‘a brand/service/support relationship with people who are freely willing to pay for that’ – and other companies are free to do the same thing if they wish.

As the book reaches its breathy conclusion, the fourth essay becomes a rather personal and excited account of how the open source movement was established in 1998/9 – largely to support Netscape in its fight against Microsoft. No doubt there will be updates to this statement issued at the appropriate web site [www.opensource.org] following each stage of the fight in court.

Some of the anthropological parallels and excursions into political economy seem slightly fanciful, and at times his polemic becomes a sociological study of hackers’ motives – a trap which in literary studies is known as the ‘intentional fallacy’. That is, we shouldn’t judge outcomes on the strength of what we perceive to be the author’s intent. It’s also very idealistic – though the latest edition of WIRED carries an article about open source warriors selling their services on the open market, and Raymond argues that there is no necessary contradiction in this.

It’s the first book on high-tech developments I’ve come across which provided the slightly bizarre experience of a text printed with double line spacing and one-sentence paragraphs. This I imagine reflects the influence of the email originals written for reading on screen. Another interesting feature is that the majority of the bibliographical references are to articles on the Net, not to printed books – though I still think he should have tried to produce an index and bibliography.

He claims that even this book is in a state of evolution via updates following peer review – and that’s exactly as it should be for such a subject. It’s written in a concise, deeply compacted style, with few concessions to an average reader’s technical knowledge, and he’s occasionally cryptic to the point of obscurity: ‘Before taxonomising open-source business models, we should deal with exclusion payoffs in general’.

This is a crusading text, and anyone concerned with the sharp end of software development and the battles of operating systems will be fascinated by his arguments. This revised and expanded paperback edition includes new material on recent technological developments which has made it one of the essential texts on Open Sources

© Roy Johnson 2000

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Eric S. Raymond, The Cathedral and the Bazaar: Musings on Linux and Open Source by an Accidental Revolutionary, Sebastopol (CA): O’Reilly, 1999, pp.268, ISBN: 0596001088

Using Drupal

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Configuring Modules to Build Dynamic Websites

Drupal is the most powerful, industrial-strength option amongst the open source content management systems (Drupal, Joomla, and WordPress). But it’s notoriously difficult to configure and manipulate. Hence the up-front sub-title to this publication. The answers to the problems have been supplied by designers creating plug-in modules which deliver separate functions. These all sit on top of the Drupal core.

Using DrupalThe user is left with ‘only’ the task of getting these modules to work together. And as anyone who has tried it will tell you, it’s no mean task. That’s where this guidance manual comes in. It takes you through a selection of the most basic add-on modules you’ll need to get a site up and running.

It’s written with the latest version of Drupal in mind (6.0) and you should be warned that modules written for other versions (5.0 and earlier) are not compatible with the latest version, and visa versa.

The other warning which needs to be flagged up as a major hazard and frustration is that configuration settings in one module might have a global effect, affecting your tweakings in another module, or even wiping it out altogether.

Fortunately there’s a very useful introduction which explains how a content management system works and the differences between first, second, and third generation web sites. You need to get used to lots of the specialised terms which are employed in this form of technology – modules, themes, and nodes – and you’ll have to let go of comforting terms such as folders and pages, because they just don’t apply any more.

In my experience of CMS systems, these naming conventions can be very confusing. Articles become stories, and features become modules or blocks. So you need to grit your teeth and just take on the new language.

The good thing about this book is that there are full instructions on adding and configuring modules that add functionality to a site. The creation of basic content is quite a complex business – partly because it’s assumed that a site will be fully interactive, and its materials can be tagged, commented upon, and served up in different forms. That’s why you end up arranging the content from a control panel with lots of options and settings.

There’s another reason why this approach to development by configuring modules is important. That’s because, rather surprisingly, the basic Drupal core does not include such fundamentals as a text editor and image manipulation tools. These have to be bolted on as extras. But free open source solutions are listed at the end of every chapter.

Separate chapters of the book have been written by open source evangelists, and the success of their approach is reflected in several five-star reviews for this book at Amazon. They concentrate on a wide range of third party modules which have been created by the Drupal community. This means the modules have been devised to solve real life problems and requirements.

The book is also arranged as a series of projects, showing how Drupal can be used to build a commercial web site; a job postings notice board; a product reviews site; a Wiki; a photo gallery; and an event management site. They explain how to use the most important modules, the content creator’s kit (CCK), categorise materials with Taxonomy, and use the Views module to arrange the display of content in a variety of user-selected forms.

The range and scope of sites built with Drupal in this book is truly impressive – from multi-language sites to eCommerce shopping sites using the Ubercart module. Full details of the all the software used is listed for every chapter, and there’s a very strong sense throughout that you are taking part in a community activity – where ideas, work, and results are shared.

O’Reilly took quite some time getting this, their first Drupal manual onto the shelves, but the wait has been worth it. I wonder when they will do the same thing for Joomla?

© Roy Johnson 2009

Using Drupal   Buy the book at Amazon UK

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Angela Byron et al, Using Drupal, Sebastopol (CA): O’Reilly, 2008, pp.464, ISBN: 0596515804

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Using Moodle (second edition)

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open source software for online learning courses

Two or three years ago, attempts to put educational courses on line were stuck with using programs such as Blackboard and WebCT, which were costly, cumbersome, and deeply unpopular with the teachers who were being urged to use them. Now these programs are being swept away by the arrival of Moodle, the open source Content Management System (CMS), or Virtual Learning Environment (VLE), which has one killer feature: it’s free.

Using MoodleActually, it also has more technical features than its commercial rivals, but that’s not the only reason it’s being taken up by schools, universities, and colleges. In the jargon of educationalists, this is a ‘constructivist’ program. That is, it allows people to learn through building their own experience of learning, possibly in contact with other students. It is student-oriented, rather than teacher-led, and it promotes learning through doing rather than just passive reception. This is the second edition of a basic introduction to Moodle’s features – and it’s a big improvement over the first edition.

Jason Cole and Helen Foster start off quite rightly by taking you on a tour of the user interface – what you see when you start using Moodle. That is – how to log in and edit your user profile; how to navigate through the sections of a course using the breadcrumb trail; and how to explore all the tools and support information buttons which surround the main working area on screen.

Moodle allows you to arrange your courses chronologically, conceptually by topics, or socially according to the people using it. For tutors there is an amazing degree of control over every aspect of a course – its start date, duration, enrolments, course materials, quizzes, email forums, activities, reports, and student grades.

The heart of Moodle is the huge variety of interactive engagements it will support. These range from chatrooms, forums, and discussion boards, to collective activities such as building glossaries, journals, surveys, and (perhaps most novel of all) an option for student peer assessment.

The book’s basic assumption is that you are using what’s called ‘blended learning’ – that is, a combination of face-to-face tuition such as lectures or seminars, plus online course materials and lecture notes, email support, instant messaging – and anything else that will empower the student and enhance the learning process. It is also assuming a fairly mature and serious attitude to eLearning from the student.

From my experience of online teaching, they seem a bit over-optimistic about participation rates in discussion forums, but Moodle certainly does have some sophisticated features to help promote debate. For instance, the latest version allows participants to rate each other’s contributions (though you might have doubts about that being a good thing).

There are many other features that teachers will welcome. Add a news item for your group, and every member of it will automatically be sent an email informing them of the update. There are also handy tips such as reducing file sizes and saving PowerPoint presentations as Rich Text File format to save space.

They confront head on the issue of possible cheating in online tests, and provides a number of strategies for counteracting twisters. The most advanced current feature of Moodle is workshops – which allow students to see good and bad examples of coursework, and to offer critiques of each other’s work prior to formal submission.

That comes with the additional feature of what’s called an exercise. This is a piece of work the student submits along with a self-assessed grade. Their final grade is a combination of the tutor’s score and how well the student’s assessment matches it. This is an example of what struck me as verging on Utopian.

The journals feature is a tool that encourages students to reflect on their own learning process. Glossaries offers a similar property in that they can be created collaboratively. Lessons is a system of developing multiple-choice enquiries. That is, if you answer a question correctly, you move on the next topic; if you do not, you move back to check you understand the course materials.

Moodle even has its own built-in Wiki, so tutor and students can assemble basic information about their subject. Various levels of permissions for editing and access are also available so that the results can be safeguarded.

This is an excellently clear user’s guide, and almost every topic is illustrated with a screenshot. Full technical software documentation is available at Moodle, but if you’re anything like me, you will feel far more secure with a book to hand.

In this second edition there’s far more detail on how Moodle tools and features can be used to meet teaching objectives as techniques for the equivalent of classroom activity. This is getting closer to the book on constructing online learning courses which still needs to be written.

There are descriptions of how various IT champions are using Moodle to develop new forms of collaborative, blended and social learning . Some of these will seem rather advanced to even to even the most ambitious elearning tutor. Peer assessment, messaging and chat facilities could easily be seen as distractions for younger learners, but could be more appropriate for adults.

There’s still room for improvement in future editions. I would like to see some examples of course design and structure for instance. But for now, this is still the best guide to Moodle available in book form.

© Roy Johnson 2007

Using Moodle   Buy the book at Amazon UK

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Jason Cole & Helen Foster,Using Moodle, Sebastopo (CA): O’Reilly, 2007, pp.266, ISBN: 059652918X

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We the Media

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open sources – writing and new web technology

O’Reilly publish computer books and software guidance manuals, but they also support the open source movement. This seeks to make the code of software available to be developed and used free of charge. This book is one of their contributions to the polemic. We the Media is a study of committed writing which argues the case for what author Dan Gillmor calls open source journalism. He takes the idea of sharing code into the realms of information exchange. To this is coupled his enthusiasm for blogging as the greatest form of New Journalism. He also discusses the other forms in which information can easily be transmitted – such as peer-to-peer file sharing, Wikis, the mobile connected camera, text messaging, and RSS feeds.

Open Source JournalismHis basic argument is that journalists, news broadcasters, public relations people, political activists, and anybody else who wants their message to be taken seriously should make full use of these latest communication tools. He gives plenty of examples of IT-activism – people mounting public information on web sites when the authorities removed it from public view; others raising political campaign funds from adverts on blogs.

He seems a little over-optimistic about their effectiveness for political activism, but on firmer ground when it comes to more neutral journalistic uses.

For anybody who is short of ideas, his chapters are packed with practical examples of successful enterprises which have been launched on the strength of a new blog. These range from one-person campaigns or news services, to blogs which generate income or sponsorship. One intrepid soul asked people for the money to send him to report the war in Iraq – and he got it.

Gillmor also gives a cautious glimpse into the future by looking at the latest trends in web technology. This includes news aggregators, RSS feeds, and Web Services. All of these enable information to be gathered automatically and customised by the user.

In the latter part of the book he looks at some of the legal implications of the latest technologies – cases where people have claimed to be libeled, copyright cases, cybersquatting, even cases where people have sought to prevent others deep-linking into their sites. He deals with all these issues in a way which supports freedom of speech, whilst recognising that it might sometimes be put to negative purposes.

Strangely enough, he does have some reservations about the current state of copyright, which he sees as increasingly restrictive to the point of abuse:

What were once 14-year terms have now been extended to the life of the author plus 75 years, or 95 years when a copyright is held by a corporation. By amazing coincidence, copyright terms seem to get extended every time Mickey Mouse comes close to entering the public domain

This is a committed and wide-ranging polemic which explores the very latest developments in online communications – both from a technological and a content point of view.

In keeping with the high standards he advocates throughout, he acknowledges and references all his sources, there is a huge webliography listing all the homepages, sites, and blogs mentioned; and the book has its own web site where you can follow up on his arguments, find software, and even download a copy of the book free of charge.

© Roy Johnson 2006

We the Media   Buy the book at Amazon UK

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Dan Gillmor, We the Media: grassroots journalism by the people, for the people, Sebastopol, CA: O’Reilly, 2006, pp.336, ISBN: 0596102275

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WordPress 2.7 Complete

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Create your own web site from scratch with WordPress

WordPress 2.7 Complete. WordPress started out as blogging software, but it has grown rapidly into a fully featured content management system (CMS). That’s partly because it was well designed in the first place, but mainly because it is open source software (OSS), which means that designers and programmers all over the world have contributed to its development and improvement. This effort comes mainly in the form of extra modules for the basic program. These are plugins which increase the range of features and enhance what WordPress can do.

WordPressBut like many other OSS programs WordPress comes without an instruction manual, which means that it’s hard for beginners or new users to get to grips with what’s under the bonnet. There are user forums and FAQs, but most people will feel more confident with an instruction manual, which is why this guide from April Hodge Silver is welcome. She starts out by explaining some basic concepts and parts of WordPress as software. This might appear a little simplistic, but in my experience it’s quite important to grasp some of the fundamentals of a content management system. For instance it’s not immediately apparent that all the parts of what will eventually appear on screen as a unified page are kept separate. That is, the title, sub-title, text, pictures, captions, tags, and meta-data are all stored in different parts of the database – for good reasons. And of course the appearance of this information on screen is controlled separately too – from a style sheet.

She then describes how to make a WordPress installation of your own, and how to set up all the basic configuration of the system. You can get WordPress.com to do all of this for you, by hosting your installation. But they do not give you permission to install the extras with which you can customise your site (and make money from it).

Posting a blog entry is very, very easy, and WordPress also makes it as easy as possible to control and format what you write. But she explains all the options clearly, including the way in which you can add graphics to make your pages more visually interesting.

All of this means getting to know the control panel and its multiple menus, and her explanations are very helpful, because it isn’t always possible to tell what function some item performs simply from its title. What’s the difference between a page and a post for instance? The name alone tells you nothing.

One of the really good things about WordPress is that most of the content of any site is organised using what are called management tables. These are lists of all the basic information known about any item, and because the data is tabulated, it’s much easier to understand and control.

The next part of the book deals with two features which really bring WordPress to life – themes (which is WP jargon for templates) and widgets, which are ‘sidebar accessories’ that allow you to personalise what shows up your sidebars – without having to learn any PHP or HTML code.

In fact the urge to have an individualised site is so universal that she wisely includes instructions for designing your own theme. It’s at this point you’ll need HTML design skills and a knowledge of cascading style sheets (CSS) – but she provides some basic coding to get you started.

And for those readers with a creative bent who have coding skills she also demonstrates how to create your own plugins and widgets. (A widget is just a plugin with extra functions.) But you’ll also have to be prepared to roll up your sleeves and dive into the database at this point.

There’s an interesting chapter on using WordPress as a content management system. This explains in some detail the difference between static pages and normal posts, and it presents a different type of theme which is geared to the construction of a commercial site with product pages. Although they are not covered here, there are now excellent plugins offering fully-featured eCommerce systems.

WordPress is now up to version 2.9 – but I checked all the basic concepts outlined in this book, and they still hold good. Even the copious screen shots illustrating the guidance show exactly what you’ll see when you start using the latest version. This is an excellent guidance manual which I could have done with a year ago when I first started learning how to use WordPress. It would have saved me lots of time and speeded up the process enormously.

© Roy Johnson 2010

April Hodge Silver, WordPress 2.7 Complete, Birmingham: Pakt Publishing, 2009, pp.277, ISBN 184719656X

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WordPress 3.0 Complete

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a blog, web site, and content management system

WordPress 3.0 (WP) started out as a blogging software program in 2003, but it has grown rapidly into a fully featured content management system (CMS). That’s partly because it was well designed in the first place, but mainly because it’s open source software (OSS), which means that designers and programmers all over the world have contributed to its development and improvement. This effort comes mainly in the form of extra plugins which increase the range of features and enhance what WordPress can do. But like many other OSS programs WP comes without an instruction manual, which means that it’s hard for beginners or new users to get to grips with what’s under the bonnet. There are user forums and FAQs, but most people will feel more confident with an instruction manual, which is why this guide is welcome.

WordPress 3.0April Hodge Silver establishes from the start that WP is now a fully developed publishing platform and can be used for running a blog, a commercial web site, or even used as a CMS. You can run WP on your own computer using it as a server (that’s the better option for advanced users) or you can let WordPress.com do it all for you, which means you have less control but is probably the better option for beginners or those who simply want their own blog. The ‘completeness’ of this guidance manual is that it covers all that’s required for both options.

The advantages and disadvantages of each choice are explained clearly. But in either case you will need the features and the configuration settings fully explained. They can be learned through trial and error, but the benefit of a guidance manual is that it will shorten the time involved and flatten the learning curve.

My advice in brief is this: if all you need is a blog, choose WordPress.com, but if you want to customise your site, have advertising, and take advantage of plugins and widgets – go for your own installation.

Once you reach the user-friendly WP control panel, the principles are the same for both users. Silver explains how to create a post (WP jargon for a page that you see on screen) and how to add graphics which will make it look more attractive.

The huge advantage of a program such as WP is that everything you upload is stored in a database, but you can control how it is summoned into your pages. A single graphic for instance can be presented at thumbnail, medium, or large size.

WP offers two editors in which you generate your content – one a ‘visual’ editor which requires very few skills or technical knowledge, and an HTML editor for those who know a little about coding. As soon as you start posting you’ll also start getting comment spam, but WP comes with a powerful tool called Akismet that deals with it automatically.

The control panel in WP makes all your work as easy as possible, but if you are not used to a CMS it can be difficult to conceptualise the relation between what you put in to the system and how it will appear on screen as the finished article. This guide does a good job at overcoming this problem by generous use of full scale screen shots, so you will know exactly what you should be looking at.

WP 3.0 now includes automatic menu creation. This can be used in conjunction with ‘categories’ to create the structure and the navigational system for your content. Silver then moves on to show how (free) widgets and plugins can be deployed to enhance a site. The great thing about these is that they are enhanced regularly, and can be updated with a single mouse click. And if you are really feeling ambitious you can even download a plugin to render your site ready for iPhone and iPod touch.

The central part of the book deals with the most important element of a WP site – the ‘theme’, which you lift off the shelf or develop yourself. This provides the basic structure of what your site will look like, it’s style, features, and behaviour.

Then comes the issue of developing your own plugins and widgets. As you can probably tell from this description, these issues are becoming more technically demanding, but you don’t need to know these techniques in order to create a successful site.

Silver finishes in the same technical vein – giving explanations for setting up an eCommerce site, then giving instructions for upgrading a WP installation. If you have opted for hosting on your own server, this will be invaluable, because WP is updated quite frequently, with new features and functions at every new version.

I spent a long time learning much of this the hard way – before WP manuals became available. And I certainly wish I’d had something like WordPress 3.0 Complete to hand at the time. It would have made my life a lot easier, and I would have known to get hold of the best online backup to save all my files whilst I was learning WordPress.

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© Roy Johnson 2011

April Hodge Silver, WordPress 3.0 Complete, Birmingham: Pakt, 2011, pp.322, ISBN: 1849514100

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WordPress for Dummies

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from blogging platform to content management system

WordPress was first launched in 2003 as open source software designed for blogging – and it is still used as such. But as its popularity has suddenly grown exponentially, enormous numbers of add-ons and plug-ins have been developed to provide extra features. Because it’s built on a solid base of MySQL and PHP, these extra features have transformed it from an individualist tool into a major communication platform. So much so that it’s now become a content management system (CMS) which offers an alternative to Joomla and Drupal. Releases of the software are named after jazz musicians. WordPress for Dummies is a guidance manual on how to use it.

WordPress for DummiesIf you want to see the sorts of web sites which use this combination of WP + templates – look here, here, and here. This is the best of the current guides to using WordPress. The strongest point in its favour – apart from the very direct ‘for Dummies’ approach – is that it gives instructions for would-be bloggers , but also explains the more sophisticated uses of WP for those who want to build a web site using a content management system. The beauty of WordPress is that it can do both.

In fact WordPress is pretty thoughtful software – which is what’s made it so popular. All blog posts can be drafted, auto-saved, spell-checked, and stored prior to publication. The options for interacting with site visitors are endless – which is presumably why WP has overtaken Blogger. It really does have the heavy-duty functionalities of a full-scale content management system combined with the ease of use of a simple blogging platform.

Basically, this guide covers the three main options for WordPress users – the hosted service where you have a blog at WordPress.com; the free software which you download from WordPress.org; and the multi-user version. And the author, Lisa Sabin-Wilson, now makes her living designing WordPress templates – so she knows what she’s talking about.

I set up a test blog at WordPress recently [here] and can confirm that it took me less than five minutes from start to finish – and that includes uploading a picture and editing my profile.

WordPress successfully combines ease of use with a range of powerful features, so if you’re thinking of starting your own blog, WP seems to be the way to go. So the first option, of using WP for blogging, couldn’t be simpler.

Just in case you’re worried, WordPress has got nothing to do with Microsoft Word. It’s an Open Source program, and therefor free. You access the program without payment, and updates are available to you at any time without charge.

The second option of hosting the software on your own machine gives you scope to make use of lots of extra features. Many of these are free plug-ins which add extra functionality to the system. But even more important than the trimmings, this guide explains in detail the crucial installation and configuration of WordPress. This is the part most people are likely to find find difficult.

Ambitious bloggers and web designers will know that everybody wants to have an individualised theme – that’s the style and layout of what appears on screen. How to do that is explained here as well – including some rudiments of style sheets and PHP coding.

The third option is to use the most advanced, multi-user version of WordPress. This is for people who want a community of users and contributors. I came across one recently – a football enthusiasts’ site where fans email their reviews of matches directly from the game. Post-match reports are available even before they’re on the national news channels. There are three whole chapters on how to set up and administer this version of the software.

Lisa Wilson finishes with recommendations for free WordPress themes and plug-ins. All of these allow you to customise your site or blog, and add functionalities that only a professional designer could have dreamed about only a couple of years ago.

It’s almost impossible for these printed guides to keep up with the pace of software development. New features are being added whilst the book is with the printer. Just get the latest edition, and recognise that there may be differences in what appears on screen. Of course, you can always read the complete documentation at codex.wordpress.org – but if like me you prefer a proper book to consult, rather than reading off screen, then it’s all here. This book not only showed me how to use WordPress: it helped me to understand some of the fundamental structures of content management systems.

© Roy Johnson 2010

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Lisa Sabin-Wilson, WordPress for Dummies, New York: Wiley, 3rd edition 2010, pp.408, ISBN: 0470592745

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WordPress Search Engine Optimization

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tips on settings, plugins, and page tweaking

WordPress SEO (Search Engine Optimization) is the art of improving the quality of web pages in order to increase their rankings in search engines – and thereby obtain more site visitors. And it is an art, because despite the mathematical complexity of the algorithms used by Google and others to calculate page rankings, there are many variable features which decide the ranking of a web page. This means that experience and fine judgement are required in deciding which are most important. That’s true even for WordPress, which has plenty of ib-built assistance on SEO.

WordPress SEONevertheless, there are basic principles that can be followed, and this manual offers a guide to what’s required. The first part of the book is an explanation of how SEO works – the manner in which search engines measure the value of your web pages; what information about them they store; and most importantly, which features of your pages can be tweaked so that they will receive a higher rating. This is all delivered in a thorough, clear, and jargon-free style.

Michael David covers the main content of your site, how pages are built, and how its navigation is arranged. It’s very reassuring to have the basics explained – particularly because of the ambiguous terms WordPress uses for its features. You need to know the difference between a ‘post’ and a ‘page’, even though they both look the same. And it’s helpful to learn that an ‘excerpt’ of a post only becomes a chunk of your page if you don’t fill in any text during the creation process. If there’s nothing in the excerpt box Google will grab the first 55 words of the page – and this will create duplicate material, which search engines penalise. With clever SEO however, the excerpt can be used as the summary of a post – or even an advert for it, using key words.

Michael David claims that the issue of key words is the crucial part of SEO. There are plenty of free sites and software to help you determine the search terms customers are using to locate the products or services you have to offer. The important point here is to put on one side the terms you use, and look at the terms your customers choose.

If there’s a weakness in Michael David’s approach it’s that in the practical examples he creates for discussion, he repeatedly chooses local businesses. ‘Denver Air Conditioning Units’ might be an easy company to get to the top of the search results – because you are limiting the reach of your web site to only that city area. But a company called ‘H.P Lightbrown Ltd’ that sells paper technology or architectural design services to a worldwide audience is a different matter. Nobody is going to search on the company name and you are competing with similar businesses throughout the world.

Many of the topics he covers are amazingly simple to effect – especially with all the help that WordPress offers – but they require careful thought. For instance a post contains a title, a permalink (URL), a slug, a description, an ‘excerpt’, and of course key words. All of these should be as brief as possible, but – here’s the rub – they all need to be slightly different to avoid repetition, for which your pages might be penalised.

There’s a short section on Google Analytics, explaining the information they feed back from spidering a site. This would have been more useful if it contained some practical examples of how this information could be used to tweak pages and increase their rankings.

He also includes a good chapter on writing the content of web pages with SEO in mind – the importance of being succinct and accurate, and how to include keywords without undue repetition. It’s all excellent advice – though it has to be said that this very little to do with WordPress.

All of this is only a prelude to the real business of improving your page rankings – which must be done by generating inbound links – in other words, getting approval from other people’s web sites. This is not easy, because it involves a very laborious process of making multiple submissions (requests for inclusion) to directories such as Yahoo.com and DMOZ.com. Alternatively you can try to attract links by generating content which is irresistibly popular or focused on something very popular or controversial.

The most common help you will be offered to deal with this issue is an invitation to join link farms. These are sites that are composed of nothing but links to other sites. Don’t bother – because as Michael David explains, they are valueless. He also provides other warnings again what are called ‘Black Hat’ techniques.

There is the by now almost obligatory chapter on using social media tools to promote your website. This too involves generating content that will ‘go viral’ (attract millions of viewers) which is much easier said than done – and it’s another chapter which has little to do with WordPress.

Fortunately Michael David finishes with a really useful appendix listing a selection of the most valuable WordPress plugins (all free) that can help you automate the processes he describes. I was mightily relieved to note that I had most of them installed on this site.

If you’ve got a WordPress blog or a full web site, you need to understand all the marvellous features WP offers to deliver good SEO. This guide not only shows you how to configure the software; it also explains why the strategies recommended are to your advantage.

WordPress 3.0   Buy the book at Amazon UK

WordPress 3.0   Buy the book at Amazon US

© Roy Johnson 2011

Michael David, WordPress 3.0 Search Engine Optimization, Birmingham: Pakt, 2011, pp.318, ISBN: 1847199003

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