内容/文档/项目管理系统 - 哪一个适合我的需求？

发布于 2024-07-25 20:03:57 字数 1231 浏览 9 评论 0原文

所以我刚刚开始在这家非营利公司实习，这很酷。我的第一个任务是找到一种适合公司及其用户的程序。我和一些团队成员刚刚总结了我认为的所需功能的良好列表。在我开始工作之前，我什至从未听说过内容/文档/知识/项目管理系统。因此，我对许多其他程序进行了一些研究，并将范围缩小到 Joomla、activeCollab、Basecamp、sharepoint 等。哪个程序最适合我的需求？它不一定来自我刚刚写的列表，这些只是我开始搜索时首先弹出的程序。

必须具备的能力

可搜索关键词搜索高级搜索：能够标记和搜索按不同类别搜索文档，例如文件类型（例如 PDF、Word 等）、服务范围（例如筹款、策略等）、文档类型（例如可交付成果、数据集等）文档内搜索

分类简单的导航即可浏览所有内容易于设置和修改用于浏览内容的树/层次

结构为每个团队提供单独的工作室来发布自己的文档轻松从团队工作室导航到工具包（最好是团队工作室与工具包位于同一系统中）

版本控制能够查看哪个是最新的文件

安全性密码保护分层安全，即特定用户的特定权限（创建工作室、更改导航树、更改工具包、查看/发布团队文件等）

多年支持轻松“归档”旧的工作室或文件，这样导航就不会随着时间的推移而变得混乱

跨工作组共享高级用户能够访问多个团队工作室能够将文档从一个组发送到另一个组或工具包（通过简单的标记或简单的“提交”功能

）能够将文件上传到工作室能够提交新文件以供工具包考虑（不是当前位于任何工作室的文件）

可选功能

消息传递选择加入上传文件或现有文件更改的通知

版本控制能够查看谁签出了文件

外部访问客户访问

我们网站内的某些文件用户可以从我们的网站访问看起来它位于我们的网站

协作工具上团队日历博客/论坛即时聊天 WebEx/远程演示（用于虚拟团队会议）

评级 1-5 星文档评级（按用户社区）搜索& 按评级对文档进行排序（最佳文档首先显示在搜索结果中）

同时编辑多人可以同时编辑同一个

文档能够标记要由其他用户审阅的文件（能够“升级”文件以供其他人审阅）当某个文件被标记为用户时，消息会发出警报

原文

So I just started an internship with this nonprofit company and it's pretty cool. My first assignment was to find a type of program that would work well for the company and its users. I and some team members just finished summarizing down what I think is a good list for the needed functionality. Before I started working, I've never even heard of content/document/knowledge/project management systems. So I've done a bit of research on many other programs and I've narrowed it down to Joomla, activeCollab, Basecamp, sharepoint and a few more. Which program out there would fit my needs the best? It doesn't have to be from the list I just wrote, those are just the programs that popped up first when I started searching.

MUST-HAVE CAPABILITIES

Searchable
Keyword search
Advanced search: Ability to tag & search documents by different categories, for example, type of file (e.g. PDF, Word, etc.), service line (e.g., fundraising, strategy, etc.), type of document (e.g., deliverable, data set, etc.)
In-document search

Categorization
Simple navigation to browse all content
Simple to set up and modify the tree/hierarchy used to browse content

Workrooms
Provide each team a separate workroom to post their own documents
Easy to navigate from team workrooms to the Toolkits (best if team workrooms reside in the same system the toolkits reside)

Version Control
Ability to see which is the most recent file

Security
Password protected
Tiered security, i.e. certain permissions for certain users (to create workrooms, change navigation tree, change toolkits, view/post team files, etc.)

Multi-year support
Easy to “archive” old workrooms or files so the navigation doesn’t become cluttered over time

Share across workgroups
Ability for power users to access multiple team workrooms
Ability to send docs from one group to another—or to the toolkits (by simple tagging or simple “submit” feature)

Uploading
Ability to upload files to workrooms
Ability to submit a new file for consideration for a toolkit (not a file currently in any workroom)

OPTIONAL CAPABILITIES

Messaging
Opt-in notification of uploaded files or changes to existing files

Version Control
Ability to see who has the file checked out

External Access
Client access to certain documents

Within our website
Users gain access from our website
It looks like it resides on our website

Collaboration Tools
Team Calendar
Blog / Forum
Instant Chat
WebEx/Remote Presentation (for virtual team meeting)

Ratings
1-5 Star document rating (by user community)
Searching & Sorting documents by rating (best documents display first in search results)

Simultaneous Edit
Multiple people can edit the same document at same time

Workflow
Ability to tag a file to be reviewed by another user (ability to “escalate” a file for review by someone else)
Messaging alerts when a file has been flagged for a user

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空城仅有旧梦在 2024-08-01 20:03:57

您上面提到的大多数功能都可以使用 Plone 免费获得，Plone 是一个在 Zope 之上运行的应用程序。实际上，我为非专业人士构建并部署了一个 Plone 实例，它具有上述许多功能。它们的功能可能没有相同的名称，但您会获得许多相同的功能。

以下是我的用户真正喜欢 Plone 的地方：对

MS Office 文档内容进行索引的能力，以便人们可以根据属性和标签/关键字之外的内容搜索文档。
可用性。 Plone 的默认主题并不是您所见过的最华丽的主题，但它的可用性非常好。
更改系统和添加新站点或功能是多么容易。

我喜欢 Plone 的原因如下：

零许可成本。我能够免费实现通常只有非常昂贵的系统才有的功能。我知道这些类型的成本，因为我以管理 FileNet 系统为生。
安装、升级和管理非常容易。如果您不是专业的系统管理员，请对这个“专业人士”持保留态度:)
总的来说，它非常容易使用。

我的缺点是：

如果您需要在公共互联网上访问该网站，那么您的托管成本可能会高于预期。建立一个普通的 Joomla 网站肯定比建立一个普通的 Plone 网站便宜。请注意，听起来您需要的不仅仅是普通的内容管理系统，因此它们在托管成本上可能没有区别。
Plone是建立在Zope之上的，Zope是一个应用服务器。它易于设置和使用，但其工作方式与许多其他 Web 和应用程序服务器略有不同。如果您习惯于管理 LAMP 堆栈，那么这将会有所不同（但不一定是坏事）。

所有现代内容管理系统都存在最后一个缺点：不要给用户足够的绳索来上吊自己。当访问 wiki 和博客访问网站需要 2 分钟时，用户就会期望您一直添加新站点。每个新站点都会给您增加大量的管理工作，因此请尝试从您添加的每个站点中获取尽可能多的功能。

希望有帮助！

汤姆普尔

Most of the features that you mentioned above are available for free using Plone, which is an application that runs on top of Zope. I actually built and deployed an instance of Plone for a non-prof that had a lot of the features that mentioned above. They features might not have had the same names, but you get a lot of the same functionality.

Here's what my users really liked about Plone:

The ability to index the content of MS Office documents, so that people could search for documents based on content in addition to property and tags/keywords.
Usability. The default theme for Plone isn't the flashiest thing that you will ever see, but it's usability is excellent.
How easy it was the change the system and add new sites or functionality.

Here's what I liked about Plone:

Zero licensing costs. I was able to implement features that usually only come in very expensive systems for free. And I'm aware of these types of costs, because I administer FileNet systems for a living
It was very easy to install, upgrade, and administer. Please take that "pro" with a grain of salt if you're not a professional systems administrator :)
Overall, it was just very easy to work with.

And here are my cons:

If you need the web site to be accessible on the public internet, then your hosting costs may be higher-than-expected. It's definitely cheaper to set up a vanilla Joomla site than it is to set up a vanilla Plone site. Please note that you sound like you need a lot more than a vanilla content management system, so their may be no difference in hosting costs.
Plone is built on Zope, and Zope is an application server. It's easy to set up and use, but it works a little differently than a lot of other web and application servers. If you're used to administering a LAMP stack, then this will be different (but not necessarily bad).

One final con is true with all modern content management systems: don't give your users enough rope to hang themselves. When it take 2 minutes to a wiki and a blog to a web site, then users expect you to add new sites all of the time. Every new site adds a lot of administrative work to your plate, so try and get as much functionality as you can from each site that you add.

Hope that helps!

Tom Purl

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