Difference: ManagingTopics (14 vs. 15)

Revision 152001-12-27 - MikeMannix

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META TOPICPARENT name="WebHome"

Managing Topics

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Browser-based rename, move, and delete for individual topics
 

Overview

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Use browser controls while viewing a topic, to change its name, move it to another TWiki web, or delete it to a hidden Trash web.
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Browser-based rename, move, and delete for individual topics
 

How to Rename/Move/Delete a Topic

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  1. Click on [More] (bottom right of page) on the topic to be changed, then, in the new screen, on [Rename/move].
  2. Select target web if other than the current web - chose Trash to delete a topic
  3. Enter the new topic name - default is current name
    NOTE: You will be warned if there are locks or if there is a name conflict.
  4. Select from the list of referring links any topics NOT to be updated with the new name (by default, all referring links will be updated).
  5. Click on [Rename/Move]: the topic will be renamed and links to the topic updated as requested.
    • If any of the referring pages are locked then they will be listed.
    • You can correct these later by again pressing [Rename/Move].

Referring Topics

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While view a special topic, you can use browser-based controls to change its name, move it to another TWiki web, or delete it to a hidden Trash web.
 
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Referring topics are found using the the %SEARCH% variable, see the template searchrenameview.tmpl. First, matching topics in the current Web are listed - matches are to topic. Next, all Webs (including the current one) are listed that match web.topic. Because %SEARCH% is used, Webs marked in WebPreferences as NOSEARCHALL will not show up in the search for refernces to the topic being changed.

Changed references are kept are as short as possible, ex: topic is used in preference to web.topic.

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  1. Click on [More] (bottom right of page) on the topic to be changed, then, in the new screen, on [Rename/move]. You can now rename and/or move/delete in one operation:
  2. Move/Delete: Select the target web if other than the current web - choose Trash to delete a topic.
  3. Rename: Enter the new topic name - default is current name
    ALERT! NOTE: You'll be warned if any of the topics to be affected are locked (being edited), or if there is a name conflict.
  4. Prevent updates by unchecking individual items on the list of referring links - these topics will NOT to be updated with the new name (by default, all referring links will be updated).
  5. Click on [Rename/Move]: the topic will be renamed and links to the topic updated as requested.
    • If any of the referring pages are locked then they will be listed: you can correct these later by again pressing [Rename/Move].
    • HELP There is a Put back feature that allows you to undo a Rename/Move/Delete - an instruction line and undo link will appear at the bottom of the modified topic. This allows you to revert from the last modification only.
 
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About Deleting a Topic

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Deleted Topics: How to Clear the Trash

 
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Deleted topics are moved to the Trash web - NOT physically erased from the server. All webs share Trash - in case of a name conflict with a topic already Trash, the user is alerted and asked to choose a new name.
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Deleted topics are moved to a special Trash web - they are NOT physically erased from the server. All webs share Trash - in case of a name conflict with a topic already Trash, the user is alerted and asked to choose a new name.
 
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Clearing the Trash

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The Trash web should be be cleared periodically, by archiving (saving) the text and RCS files if required (recommended), then deleting them from the Trash directory.
 
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The Trash web should be be cleared periodically, by archiving the contents if required (recommended), then deleting the files from the Trash directory.
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  • ALERT! This can only be done from on the server, not through the browser.
    • TIP Since simple FTP access to the Trash directory is all that's required to maintain Trash, it's possible grant users Trash admin privileges while limiting server access.
 

Redirecting from an Old Topic

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You can use TWikiMetaData to place a command in WebTopicViewTemplate and WebTopicNonWikiTemplate that will show if a topic has moved by searching for the tag %META:TOPICMOVED{...}%. Customize something like this:
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You can use TWikiMetaData to place a command in the WebTopicViewTemplate and WebTopicNonWikiTemplate that will indicate that a topic has been moved by searching for the tag %META:TOPICMOVED{...}%. Customize something like this:
 
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Effect of Access Settings

Permissions affect the rename function in various ways. To rename a topic, you need both change and rename permissions. To alter referring topics, you need change permission. See TWikiAccessControl for information on setting up access permissions.

How Rename/move Works

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How Rename/Move Works

 
  1. %SEARCH%, with a special template, finds and displays all occurrences of the topic name in other topics, site-wide. These referring links are by default automatically changed to the new topic and/or web name. This includes relevant TWikiMetaData definitions.
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    • User can omit one or more topics from the update list.
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    • User can omit one or more topics from the update list by unchecking them.
 
    • <pre> and <verbatim> are honoured - no changes are made to text within these areas.
  1. The topic is moved (if locks allow).
  2. References are changed (locks and permissions permitting).
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  1. Any referring topics that can't be changed due to locks are listed - user can change them at another time.
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  1. Any referring topics that can't be changed due to locks are listed - user can take note and change them at another time.

How Referring Topics Are Found

Referring topics are found using the %SEARCH% variable - see the template searchrenameview.tmpl. First, matching topics in the current web are listed - matches are to topic. Next, all webs (including the current one) are listed that match web.topic. Because %SEARCH% is used, webs marked in WebPreferences as NOSEARCHALL will not show up in the search for references to the topic being changed.

Changed references are kept are as short as possible, ex: topic is used in preference to web.topic.

Effect of User Access Settings

User permissions affect the Rename function in various ways. To rename a topic, you need both ALLOWTOPICCHANGE and ALLOWTOPICRENAME permission for that topic. To alter referring topics, you need change permission. See TWikiAccessControl for information on setting up access permissions.

Special Considerations

Consider carefully whether to make browser-based Rename/Move/Delete widely available, or to restrict it to an administrator/moderator group. Allowing all users to easily manipulate topics can be extremely useful in refactoring a busy web or site. However, there are at least two significant potential drawbacks to take into account:

  • When referring links are updated, the modified topics appear in WebChanges, creating the impression that editorial changes were made. This can undermine the usefulness of WebChanges.
  • Due to current limitations, fairly heavy use of rename/move/delete functions can lead to an accumulation of minor technical problems (ex: broken links) and usability issues (ex: user confusion). If Rename is used heavily, these types of negatives will obviously increase.

Ultimately, the size, objectives, and policies of your TWiki site, and the real-world behavior of your user group, will determine the most effective implementation of this feature.

 
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Known Limitations

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Known Issues

 
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Rename/move in is fairly complicated due to the dynamic generation of links. Ideally, it would be possible to run the required part of rendering in a way that would allow identification of the text to be changed. Unfortunately, these hooks don't exist in TWiki at present. Instead, %SEARCH% is used with a special template to show the text to be changed, and the selected topics are then altered. One drawback is that search can show matches that will not be updated because of case differences. Other mismatches to actual rendered output are also possible as the approaches are so different.
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Rename/Move is fairly complicated due to the dynamic generation of links. Ideally, it would be possible to run the required part of rendering in a way that would allow identification of the text to be changed. Unfortunately, these hooks don't exist in TWiki at present. Instead, %SEARCH% is used with a special template to show the text to be changed, and the selected topics are then altered. One drawback is that search can show matches that will not be updated because of case differences. Other mismatches to actual rendered output are also possible as the approaches are so different.
  The following shows some limitations of square bracket processing.
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-- MikeMannix - 15 Sep 2001
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-- MikeMannix - 27 Dec 2001
 
META TOPICMOVED by="MikeMannix" date="999329908" from="TWiki.RenameTopic" to="TWiki.ManagingTopics"
 
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