Metadata-Version: 2.1
Name: Kerko
Version: 0.7.1
Summary: A Flask blueprint that provides a faceted search interface for bibliographies based on Zotero.
Home-page: https://github.com/whiskyechobravo/kerko
Author: David Lesieur
Author-email: kerko@whiskyechobravo.com
License: UNKNOWN
Project-URL: Documentation, https://github.com/whiskyechobravo/kerko
Project-URL: Code, https://github.com/whiskyechobravo/kerko
Project-URL: Issue tracker, https://github.com/whiskyechobravo/kerko/issues
Description: [![License](https://img.shields.io/pypi/l/kerko)][Kerko]
        [![Version](https://img.shields.io/pypi/v/kerko?color=informational)][Kerko_pypi]
        
        # Kerko
        
        [Kerko] is a web application component implemented in [Python] for the [Flask]
        framework that provides a user-friendly search and browsing interface for
        sharing a bibliography managed with the [Zotero] reference manager.
        
        The combination of Kerko and Zotero gives you the best of both worlds: a rich
        but easy to use web interface for end-users of the bibliography, and a
        well-established and powerful bibliographic reference management tool for
        individuals or teams working on the bibliography's content.
        
        
        ## How it works
        
        A Kerko-powered bibliography is managed using Zotero, and stored in the cloud on
        zotero.org, while Kerko itself is incorporated into an application which is
        installed on a web server. The bibliographic references may reside in a Zotero
        group library, where multiple users may collaborate to manage the content, or in
        a Zotero private library. On the web server, Kerko maintains a search index,
        which is a copy of the Zotero library that is optimized for search. When users
        interact with the web application, Kerko gets all the required data from that
        search index, without ever contacting zotero.org. It is through a scheduled
        task, which runs at regular intervals, that Kerko automatically brings its
        search index up to date by using the [Zotero Web API][Zotero_web_api] to
        retrieve the latest data from zotero.org.
        
        As a Flask [blueprint][Flask_blueprint] (a "blueprint" is Flask's term for an
        application component, similar to what some other systems might call a plugin or
        an extension), Kerko only works when incorporated into a Flask application.
        However, a sample stand-alone application is available, [KerkoApp], which is
        pre-built with Kerko and ready to be deployed on a web server. KerkoApp might
        work for you if you like the default appearance and if the provided
        configuration options are sufficient for your needs, otherwise you should
        probably consider building a custom application. In a custom application, the
        Kerko-powered bibliography might be just one section of a larger website.
        
        
        ## Demo site
        
        A [KerkoApp]-based [demo site][KerkoApp_demo] is available for you to try. You
        may also view the [Zotero library][Zotero_demo] that contains the source data
        for the demo site.
        
        
        ## Features
        
        The following features are implemented in Kerko:
        
        * Faceted search interface: allows exploration of the bibliography both in
          search mode and in browsing mode, potentially suiting different user needs,
          behaviors and abilities. For example, users with a prior idea of the topic or
          expected results are able to enter keywords or a more complex query in a
          search field, while those who wish to become familiar with the content of the
          bibliography or discover new topics may choose to navigate along the proposed
          facets, to narrow or broaden their search. Since both modes are integrated
          into a single interface, it is possible to combine them.
        * Keyword search features:
          * Boolean operators:
            * `AND`: matches items that contain all specified terms. This is the default
              relation between terms when no operator is specified, e.g., `a b` is the
              same as `a AND b`.
            * `OR`: matches items that contain any of the specified terms, e.g., `a OR
              b`.
            * `NOT`: excludes items that match the term, e.g., `NOT a`.
            * Boolean operators must be specified in uppercase and may be translated in
              other languages.
          * Logical grouping (with parentheses), e.g., `(a OR b) AND c`.
          * Sequence of words (with double quotes), e.g., `"a b c"`. The default
            difference between word positions is 1, meaning that an item will match if
            it contains the words next to each other, but a different maximum distance
            may be selected (with the tilde character), e.g. `"web search"~2` allows up
            to 1 word between `web` and `search`, meaning it could match `web site
            search` as well as `web search`.
          * Term boosting (with the caret), e.g., `faceted^2 search browsing^0.5`
            specifies that `faceted` is twice as important as `search` when computing
            the relevance score of results, while `browsing` is half as important.
            Boosting may be applied to a logical grouping, e.g., `(a b)^3 c`.
          * Keyword search is case-insensitive, accents are folded, and punctuation is
            ignored. To further improve recall (albeit at the cost of precision),
            stemming is also performed on terms from most text fields, e.g., title,
            abstract, notes. Stemming relieves the user from having to specify all
            variants of a word when searching, e.g., terms such as `search`, `searches`,
            and `searching` all return the same results. The [Snowball] algorithm is
            used for that purpose.
          * Field search: users may target all fields, author/contributor fields only,
            or titles only. Applications may provide additional choices.
        * Faceted browsing: allows filtering by topic (Zotero tag), by resource type
          (Zotero item type), by publication year. Moreover, an application may define
          facets modeled on collections and subcollections; in such case, any collection
          can be represented as a facet, and each subcollection as a value within that
          facet. By taking advantage of Zotero's ability to assign any given item to
          multiple collections, a faceted classification scheme can be modeled
          (including hierarchies within facets).
        * Relevance scoring: provided by the [Whoosh] library and based on the [BM25F]
          algorithm, which determines how important a term is to a document in the
          context of the whole collection of documents, while taking into account its
          relation to document structure (in this regard most fields are neutral, but
          the score is boosted when a term appears in specific fields, e.g., DOI, ISBN,
          ISSN, title, author/contributor). Any keyword search asks the question "how
          well does this document match this query clause?", which requires calculating
          a relevance score for each document. Filtering with facets, on the other hand,
          has no effect on the score because it asks "does this document match this
          query clause?", which leads to a yes or no answer.
        * Sort options: by relevance score (only applicable with keyword search), by
          publication date, by author, by title.
        * Citation styles: any from the [Zotero Style Repository][Zotero_styles], or
          custom stylesheet defined in the [Citation Style Language][CSL] (stylesheet
          must be accessible by URL).
        * Language support: the default user interface is in English, but [some
          translations][Kerko_translations] are provided. Additional translations may be
          created using gettext-compatible tools; see the **Translating Kerko** section
          below. Also to consider: locales supported by the [Zotero Data
          Schema][Zotero_schema] (which provides the names of fields, item types and
          author types displayed by Kerko); languages supported by Whoosh (which
          provides the search capabilities), i.e., ar, da, nl, en, fi, fr, de, hu, it,
          no, pt, ro, ru, es, sv, tr.
        * Responsive design: the simple default implementation works on large monitors
          as well as on small screens. It is based on [Bootstrap].
        * Customizable front-end: applications may partly or fully replace the default
          templates, scripts and stylesheets with their own.
        * Semantic markup: users may easily import citations into their own reference
          manager software, either from search results pages or individual bibliographic
          record pages, both of which embed bibliographic metadata (using the [OpenURL
          COinS][COinS] model). Zotero Connector, for example, will automatically detect
          the metadata present in the page, but similar behavior applies to [many other
          reference management software][COinS_clients] as well.
        * Exporting: users may export individual citations as well as complete
          bibliographies corresponding to search results. By default, download links are
          provided for the RIS and BibTeX formats, but applications may be configured to
          export [any format supported by the Zotero API][Zotero_export].
        * Printing: stylesheets are provided for printing individual bibliographic
          records as well as lists of search results. When printing search results, all
          results get printed (not just the current page of results).
        * Notes and attachments: notes, attached copies of files, and attached links to
          URIs are synchronized from zotero.org and made available to users of the
          bibliography. Regular expressions may be used to include or exclude such child
          items from the bibliography, based on their tags.
        * DOI, ISBN and ISSN resolver: items that have such identifier in your library
          can be referenced by appending their identifier to your Kerko site's base URL.
        * Relations: bibliographic record pages show links to related items, if any. You
          may define such relations using Zotero's _Related_ field. Moreover, Kerko adds
          the _Cites_ and _Cited by_ relation types, which can be managed in Zotero
          through notes (see the **Kerko Recipes** section below). Custom applications
          can add more types of relations if desired.
        * Badges: icons can be displayed next to items, based on custom conditions.
        * Integration: although a [standalone application][KerkoApp] is available, Kerko
          is designed not as a standalone application, but to be part of a larger Flask
          application.
        
        
        ## Requirements
        
        Kerko requires Python 3.7 or later.
        
        
        ### Dependencies
        
        The following packages will be automatically installed when installing Kerko:
        
        * [Babel]: utilities for internationalization and localization.
        * [Bootstrap-Flask]: helper for integrating [Bootstrap].
        * [environs]: helper for separating configuration from code.
        * [Flask]: web application framework.
        * [Flask-Babel]: helps Kerko provide its own translations, at the blueprint level.
        * [Flask-WTF]: simple integration of Flask and WTForms.
        * [Jinja2]: template engine.
        * [Pyzotero]: Python client for the Zotero API.
        * [Werkzeug]: WSGI web application library (also required by Flask).
        * [Whoosh]: pure Python full-text indexing and searching library.
        * [WTForms]: web forms validation and rendering library.
        
        The following front-end resources are loaded from CDNs by Kerko's default
        templates (but could be completely removed or replaced by your application):
        
        * [Bootstrap]: front-end component library for web applications.
        * [FontAwesome]: beautiful open source icons.
        * [jQuery]: JavaScript library (required by Bootstrap).
        * [Popper.js]: JavaScript library for handling tooltips, popovers, etc. (used by Bootstrap).
        
        
        ## Getting started
        
        This section only applies if you intend to integrate Kerko into your own
        application. If you are more interested into the standalone KerkoApp
        application, please refer to its [installation instructions][KerkoApp].
        
        We'll assume that you have some familiarity with Flask and suggest steps for
        building a minimal app, let's call it `hello_kerko.py`, to get you started.
        
        1. The first step is to install Kerko. As with any Python library, it is highly
           recommended to install Kerko within a [virtual environment][venv].
        
           Once the virtual environment is set and active, use the following command:
        
           ```bash
           pip install kerko
           ```
        
        
        2. In `hello_kerko.py`, configure variables required by Kerko and create your
           `app` object, as in the example below:
        
           ```python
           import pathlib
        
           from flask import Flask
           from kerko.composer import Composer
        
           app = Flask(__name__)
           app.config['SECRET_KEY'] = '_5#y2L"F4Q8z\n\xec]/'  # Replace this value.
           app.config['KERKO_ZOTERO_API_KEY'] = 'xxxxxxxxxxxxxxxxxxxxxxxx'  # Replace this value.
           app.config['KERKO_ZOTERO_LIBRARY_ID'] = '9999999'  # Replace this value.
           app.config['KERKO_ZOTERO_LIBRARY_TYPE'] = 'group'  # Replace this value if necessary.
           app.config['KERKO_DATA_DIR'] = str(pathlib.Path(__file__).parent / 'data' / 'kerko')
           app.config['KERKO_COMPOSER'] = Composer()
           ```
        
           * `SECRET_KEY`: This variable is required for generating secure tokens in web
             forms. It should have a secure, random value and it really has to be
             secret. It is usually set in an environment variable rather than in Python
             code, to make sure it never ends up in a code repository. But here we're
             taking the minimal route and thus are cutting some corners!
           * `KERKO_ZOTERO_API_KEY`, `KERKO_ZOTERO_LIBRARY_ID` and
             `KERKO_ZOTERO_LIBRARY_TYPE`: These variables are required for Kerko to be
             able to access your Zotero library. See the **Configuration variables**
             section for details on how to properly set these variables.
           * `KERKO_DATA_DIR`: This variable specifies the directory where to store the
             search index and the file attachments. If the specified directory doesn't
             already exists, Kerko will try to create it.
           * `KERKO_COMPOSER`: This variable specifies key elements needed by Kerko,
             e.g., fields for display and search, facets for filtering. These are
             defined by instantiating the `Composer` class. Your application may
             manipulate the resulting object at configuration time to add, remove or
             alter fields, facets, sort options, search scopes, citation download
             formats, or badges. See the **Kerko Recipes** section for some examples.
        
        
        3. Also configure the Flask-Babel and Bootstrap-Flask extensions:
        
           ```python
           from flask_babel import Babel
           from flask_bootstrap import Bootstrap
        
           babel = Babel(app)
           bootstrap = Bootstrap(app)
           ```
        
           See the respective docs of [Flask-Babel][Flask-Babel_documentation] and
           [Bootstrap-Flask][Bootstrap-Flask_documentation] for more details.
        
        
        4. Instantiate the Kerko blueprint and register it in your app:
        
           ```python
           from kerko import blueprint as kerko_blueprint
        
           app.register_blueprint(kerko_blueprint, url_prefix='/bibliography')
           ```
        
           The `url_prefix` argument defines the base path for every URL provided by
           Kerko.
        
        
        5. In the same directory as `hello_kerko.py` with your virtual environment
           active, run the following shell commands:
        
           ```bash
           export FLASK_APP=hello_kerko.py
           flask kerko sync
           ```
        
           Kerko will retrieve your bibliographic data from zotero.org. If you have a
           large bibliography or large attachments, this may take a while (and there is
           no progress indicator). In production use, that command is usually added to
           the crontab file for regular execution (with enough time between executions
           for each to complete before the next one starts).
        
           To list all commands provided by Kerko:
        
           ```bash
           flask kerko --help
           ```
        
        6. Run your application:
        
           ```bash
           flask run
           ```
        
        7. Open http://127.0.0.1:5000/bibliography/ in your browser and explore the
           bibliography.
        
        You have just built a really minimal application for Kerko. This code example is
        available at [KerkoStart]. See also [KerkoApp] for a slightly more complete
        example.
        
        
        ## Configuration variables
        
        The variables below are required and have no default values:
        
        * `KERKO_COMPOSER`: An instance of the `kerko.composer.Composer` class.
        * `KERKO_DATA_DIR`: The directory where to store the search index and the file
          attachments. Subdirectories `index` and `attachments` will be created if they
          don't already exist.
        * `KERKO_ZOTERO_API_KEY`: Your API key, as [created on
          zotero.org](https://www.zotero.org/settings/keys/new).
        * `KERKO_ZOTERO_LIBRARY_ID`: The identifier of the library to get data from. For
          your personal library this value should be your _userID_, as found [on
          zotero.org](https://www.zotero.org/settings/keys) (you must be logged-in). For
          a group library this value should be the _groupID_ of the library, as found in
          the URL of that library on zotero.org (e.g., in the group library URL
          https://www.zotero.org/groups/2348869/kerko_demo, the _groupID_ is `2348869`).
        * `KERKO_ZOTERO_LIBRARY_TYPE`: The type of library to get data from, either
          `'user'` for your personal library, or `'group'` for a group library.
        
        Any of the following variables may be added to your configuration if you wish to
        override their default value:
        
        * `KERKO_CSL_STYLE`: The citation style to use for formatted references. Can be
          either the file name (without the `.csl` extension) of one of the styles in the
          [Zotero Styles Repository][Zotero_styles] (e.g., `apa`) or the URL of a remote
          CSL file. Defaults to `'apa'`.
        * `KERKO_DOWNLOAD_ATTACHMENT_NEW_WINDOW`: Open attachments in new windows, i.e.,
          add the `target="_blank"` attribute to attachment links. Defaults to `False`.
        * `KERKO_DOWNLOAD_CITATIONS_LINK`: Provide a citation download button on search
          results pages. Defaults to `True`.
        * `KERKO_DOWNLOAD_CITATIONS_MAX_COUNT`: Limit over which the citation download
          button should be hidden from search results pages. Defaults to `0` (i.e. no
          limit).
        * `KERKO_FACET_COLLAPSING`: Allow collapsible facets. Defaults to `False`.
        * `KERKO_PAGE_LEN`: The number of search results per page. Defaults to `20`.
        * `KERKO_PAGER_LINKS`: Number of pages to show in the pager (not counting the
          current page). Defaults to `4`.
        * `KERKO_PRINT_ITEM_LINK`: Provide a print button on item pages. Defaults to
          `False`.
        * `KERKO_PRINT_CITATIONS_LINK`: Provide a print button on search results
          pages. Defaults to `False`.
        * `KERKO_PRINT_CITATIONS_MAX_COUNT`: Limit over which the print button should
          be hidden from search results pages. Defaults to `0` (i.e. no limit).
        * `KERKO_RELATIONS_INITIAL_LIMIT`: Number of related items to show above the
          "view all" link. Defaults to `5`.
        * `KERKO_RESULTS_ABSTRACTS`: Show abstracts on search result pages. Defaults to
          `False` (abstracts are hidden).
        * `KERKO_RESULTS_ABSTRACTS_TOGGLER`: Show a button letting users show or hide
          abstracts on search results pages. Defaults to `True` (toggle is displayed).
        * `KERKO_RESULTS_FIELDS`: List of item fields to retrieve for use in search
          results pages (i.e. in the `KERKO_TEMPLATE_SEARCH` template). Values are keys
          identifying fields or facets assigned to the `kerko.composer.Composer`
          instance. Defaults to `['id', 'bib', 'coins', 'data']`. Be careful when
          overriding this as the default fields may be required by some functions.
        * `KERKO_TEMPLATE_SEARCH`: Name of the Jinja2 template to render for the search
          page with list of results. Defaults to `kerko/search.html.jinja2`.
        * `KERKO_TEMPLATE_SEARCH_ITEM`: Name of the Jinja2 template to render for the
          search page with a single bibliographic record. Defaults to
          `kerko/search-item.html.jinja2`.
        * `KERKO_TEMPLATE_ITEM`: Name of the Jinja2 template to render for the
          bibliographic record view. Defaults to `kerko/item.html.jinja2`.
        * `KERKO_TEMPLATE_LAYOUT`: Name of the Jinja2 template that is extended by the
          search, search-item, and item templates. Defaults to `kerko/layout.html.jinja2`.
        * `KERKO_TEMPLATE_BASE`: Name of the Jinja2 template that is extended by the
          layout template. Defaults to `kerko/base.html.jinja2`.
        * `KERKO_TITLE`: The title to display in web pages. Defaults to `'Kerko'`.
        * `KERKO_ZOTERO_BATCH_SIZE`: Number of items to request on each call to the
          Zotero API. Defaults to `100` (which is the maximum currently allowed by the
          API).
        * `KERKO_ZOTERO_MAX_ATTEMPTS`: Maximum number of tries after the Zotero API
          has returned an error or not responded during indexing. Defaults to `10`.
        * `KERKO_ZOTERO_WAIT`: Time to wait (in seconds) between failed attempts to
          call the Zotero API. Defaults to `120`.
        * Localization-related variables:
          * `BABEL_DEFAULT_LOCALE`: The default language of the user interface. Defaults
            to `'en'`. Your application may set this variable and/or implement a locale
            selector function to override it (see the [Flask-Babel
            documentation][Flask-Babel_documentation]).
          * `BABEL_DEFAULT_TIMEZONE`: The timezone to use for user facing dates.
            Defaults to `'UTC'`. Your application may set this variable and/or implement
            a timezone selector function to override it (see the [Flask-Babel
            documentation][Flask-Babel_documentation]).
          * `KERKO_USE_TRANSLATIONS`: Use translations provided by the Kerko package.
            Defaults to `True`. When this is set to `False`, translations may be
            provided by the application's own translation catalog.
          * `KERKO_WHOOSH_LANGUAGE`: The language of search requests. Defaults to
            `'en'`. You may refer to Whoosh's source to get the list of supported
            languages (`whoosh.lang.languages`) and the list of languages that support
            stemming (`whoosh.lang.has_stemmer()`).
          * `KERKO_ZOTERO_LOCALE`: The locale to use with Zotero API calls. This
            dictates the locale of Zotero item types, field names, creator types and
            citations. Defaults to `'en-US'`. Supported locales are listed at
            https://api.zotero.org/schema, under "locales".
        * Development/test-related variables:
          * `KERKO_ZOTERO_START`: Skip items, start at the specified position. Defaults
            to `0`. Useful only for development/tests.
          * `KERKO_ZOTERO_END`: Load items from Zotero until the specified position.
            Defaults to `0` (no limit). Useful only for development/tests.
        
        
        ## Known limitations
        
        * The system can probably handle relatively large bibliographies (it has been
          tested so far with ~15k entries), but the number of distinct facet values has
          more impact on response times. For the best response times, it is recommended
          to limit the number of distinct facet values to a few hundreds.
        * Kerko can only manage a single bibliography per application.
        * Although Kerko can be integrated in a multilingual web application were the
          visitor may select a language, Zotero does not provide a way to manage tags or
          collections in multiple languages. Thus, there is no easy way for Kerko to
          provide those names in the user's language.
        * Whoosh does not provide much out-of-the-box support for non-Western languages.
          Therefore, search might not work very well with such languages.
        * Zotero is the sole reference management tool supported as a back-end to Kerko.
        
        
        ## Design choices
        
        * Do not build a back-end. Let Zotero act as the "content management" system.
        * Allow Kerko to integrate into richer web applications.
        * Only implement in Kerko features that are related to the exploration of a
          bibliography. Let other parts of the web application handle all other
          features that might be needed.
        * Use a lightweight framework (Flask) to avoid carrying many features that are
          not needed.
        * Use pure Python dependencies to keep installation and deployment simple. Hence
          the use of Whoosh for search, for example, instead of Elasticsearch or Solr.
        * Use a classic fullstack architecture. Keep it simple and avoid asset
          management. Some will want to replace the templates and stylesheets anyway.
        
        
        ## Kerko Recipes
        
        TODO: More recipes!
        
        
        ### Providing _Cites_ and _Cited by_ relations
        
        Zotero allows one to link items together through its _Related_ field. However,
        such relations are not typed nor directed, making it impossible (1) to tell
        whether the relation has anything to do with citations, or (2) to distinguish
        which of two related items is the citing entity, and which is the one being
        cited. Consequently, Kerko has its own method for setting up those relations.
        
        To establish _Cites_ relations in your Zotero library, you must follow the
        procedure below:
        
        * Install the [Zutilo] plugin for Zotero. Once it is installed, go to _Tools >
          Zutilo Preferences..._ in Zotero. Then, under _Zotero item menu_, select
          _Zotero context menu_ next to the _Copy Zotero URIs_ menu item. This
          configuration step only needs to be done once.
        * Select one or more items from your library that you wish to show as cited by
          another. Right-click on one of the selected items to open the context menu,
          and select _Copy Zotero URIs_ from that menu. This copies the references of
          the selected items items to the clipboard.
        * Right-click the item from your library that cites the items. Select _Add Note_
          from that item's context menu to add a child note.
        * In the note editor, paste the content of the clipboard. The note should then
          contain a series of URIs looking like
          `https://www.zotero.org/groups/9999999/items/ABCDEFGH` or
          `https://www.zotero.org/users/9999999/items/ABCDEFGH`.
        * At the bottom of the note editor, click into the _Tags_ field and type
          `_cites`. That tag that will tell Kerko that this particular note is special,
          that it contains relations.
        
        At the next synchronization, Kerko will retrieve the references found in notes
        tagged with `_cites`. Afterwards, proper hyperlinked citations will appear in
        the _Cites_ and _Cited by_ sections of the related bibliographic records.
        
        Remarks:
        
        * Enter only the _Cites_ relations. The reverse _Cited by_ relations will be
          inferred automatically.
        * You may only relate items that belong to the same Zotero library.
        * You may use Zotero Item Selects (URIs starting with `zotero://select/`) in the
          notes, if you prefer those to Zotero URIs.
        * URIs must be separated by one or more whitespace character(s).
        * Hopefully, Zotero will provide nicer ways for handling [relation
          types](https://sparontologies.github.io/cito/current/cito.html) in the future.
          In the meantime, using child notes is how Kerko handles it. If relation types
          are important to you, consider describing your use case in the [Zotero
          forums](https://forums.zotero.org/discussion/1317/semantic-relations/).
        * Custom Kerko applications can provide more types of relations, if desired, in
          addition to _Cites_ and _Cited by_.
        
        
        ## Translating Kerko
        
        Kerko can be translated using Babel's [setuptools
        integration](http://babel.pocoo.org/en/latest/setup.html).
        
        The following commands should be executed from the directory that contains
        `setup.py`, and the appropriate [virtual environment][venv] must have been
        activated beforehand.
        
        Create or update the PO template (POT) file:
        
        ```bash
        python setup.py extract_messages
        ```
        
        Create a new PO file (for a new locale) based on the POT file. Replace
        `YOUR_LOCALE` with the appropriate language code, e.g., `de`, `es`, `fr`:
        
        ```bash
        python setup.py init_catalog --locale YOUR_LOCALE
        ```
        
        Update an existing PO file based on the POT file:
        
        ```bash
        python setup.py update_catalog --locale YOUR_LOCALE
        ```
        
        Compile MO files:
        
        ```bash
        python setup.py compile_catalog
        ```
        
        You are welcome to contribute your translation. See the **Submitting a
        translation** section.
        
        
        ## Contributing
        
        ### Reporting issues
        
        Issues may be submitted on [Kerko's issue tracker][Kerko_issues]. Please
        consider the following guidelines:
        
        * Make sure that the same issue has not already been reported or fixed in the
          repository.
        * Describe what you expected to happen.
        * If possible, include a minimal reproducible example to help others identify
          the issue.
        * Describe what actually happened. Include the full traceback if there was an
          exception.
        
        
        ### Submitting code changes
        
        Pull requests may be submitted against [Kerko's repository][Kerko]. Please
        consider the following guidelines:
        
        * Before submitting, run the tests and make sure they pass. Add tests relevant
          to your change (those should fail if ran without your patch).
        * Use [Yapf](https://github.com/google/yapf) to autoformat your code (with
          option `--style='{based_on_style: facebook, column_limit: 100}'`). Many
          editors provide Yapf integration.
        * Include a string like "Fixes #123" in your commit message (where 123 is the
          issue you fixed). See [Closing issues using
          keywords](https://help.github.com/en/articles/closing-issues-using-keywords).
        * If a Jinja2 template represents a page fragment or a collection of macros,
          prefix its file name with the underscore character.
        
        
        #### Running the tests
        
        Before running the tests, make sure you have an actual installation of Kerko
        that includes your changes as well as the dependencies required for testing,
        e.g., from Kerko's root directory, where `setup.cfg` resides:
        
        ```bash
        pip install -e .[tests]
        ```
        
        To run basic tests in your current environment:
        
        ```bash
        python -m unittest
        ```
        
        To run the full test suite under different environments (using the various
        Python interpreters available on your machine):
        
        ```bash
        tox
        ```
        
        Note: Test coverage is very low at the moment. You are welcome to contribute new
        tests!
        
        
        ### Submitting a translation
        
        Some guidelines:
        
        * The PO file encoding must be UTF-8.
        * The header of the PO file must be filled out appropriately.
        * All messages of the PO file must be translated.
        
        Please submit your translation as a pull request against [Kerko's
        repository][Kerko], or by [e-mail][Kerko_email], with the PO file included as an
        attachment (**do not** copy the PO file's content into an e-mail's body, since
        that could introduce formatting or encoding issues).
        
        
        ### Supporting the project
        
        Nurturing an open source project such as Kerko, following up on issues and
        helping others in working with the system is a lot of work, but hiring the
        original developers of Kerko can do a lot in ensuring continued support and
        development of the project.
        
        If you need professional support related to Kerko, have requirements not
        currently implemented in Kerko, want to make sure that some Kerko issue
        important to you gets resolved, or if you just like our work and would like to
        hire us for an unrelated project, please [e-mail us][Kerko_email].
        
        
        ## Changelog
        
        For a summary of changes by release version, see the [changelog](CHANGELOG.md).
        
        
        ## Project background
        
        Kerko was inspired by two prior projects:
        
        * [Bibliographie sur l’histoire de
          Montréal](https://bibliomontreal.uqam.ca/bibliographie/), developed in 2014 by
          David Lesieur and Patrick Fournier, of Whisky Echo Bravo, for the [Laboratoire
          d'histoire et de patrimoine de Montréal](https://lhpm.uqam.ca/) (Université du
          Québec à Montréal, Canada).
        * [Bibliography on English-speaking Quebec](http://quescren.concordia.ca/),
          developed in 2017 by David Lesieur, for the [Quebec English-Speaking
          Communities Research Network
          (QUESCREN)](https://www.concordia.ca/artsci/scpa/quescren.html) (Concordia
          University, Canada).
        
        Later on, it became clear that other organizations needed a similar solution.
        However, software from the prior projects had to be rewritten so it could more
        easily be configured for different bibliographies from organizations with
        different needs. That led to Kerko, whose development was made possible through
        the following project:
        
        * [Bibliographie francophone sur l'archivistique](https://bibliopiaf.ebsi.umontreal.ca/),
          funded by the
          [Association internationale des archives francophones (AIAF)](http://www.aiaf.org/)
          and hosted by the
          [École de bibliothéconomie et des sciences de l’information (EBSI)](https://ebsi.umontreal.ca/)
          (Université de Montréal, Canada).
        
        
        ### Etymology
        
        The name _Zotero_ reportedly derives from the Albanian word _zotëroj_, which
        means "to learn something extremely well, that is to master or acquire a skill
        in learning" (Source: Mark Dingemanse, 2008, [Etymology of
        Zotero](http://ideophone.org/zotero-etymology/)).
        
        The name _Kerko_ is a nod to Zotero as it takes a similar etymological route: it
        derives from the Albanian word _kërkoj_, which means "to ask, to request, to
        seek, to look for, to demand, to search" and seems fit to describe a search
        tool.
        
        
        ## Powered by Kerko
        
        The following online bibliographies are powered by Kerko:
        
        * [Bibliographie francophone sur l'archivistique](https://bibliopiaf.ebsi.umontreal.ca/)
        * [Open Development & Education Evidence Library](https://docs.opendeved.net/)
        * [The EdTech Hub Evidence Library](http://docs.edtechhub.org/)
        
        If you wish to add your Kerko-powered online bibliography to this list, please
        [e-mail us][Kerko_email] or submit a pull request.
        
        
        [Babel]: https://pypi.org/project/Babel/
        [BM25F]: https://en.wikipedia.org/wiki/Okapi_BM25
        [Bootstrap]: https://getbootstrap.com/
        [Bootstrap-Flask]: https://pypi.org/project/Bootstrap-Flask/
        [Bootstrap-Flask_documentation]: https://bootstrap-flask.readthedocs.io/en/latest/basic.html
        [COinS]: https://en.wikipedia.org/wiki/COinS
        [COinS_clients]: https://en.wikipedia.org/wiki/COinS#Client_tools
        [CSL]: https://citationstyles.org/
        [environs]: https://pypi.org/project/environs/
        [Flask]: https://pypi.org/project/Flask/
        [Flask_blueprint]: https://flask.palletsprojects.com/en/1.1.x/blueprints/
        [Flask-Babel]: https://pypi.org/project/Flask-Babel/
        [Flask-Babel_documentation]: https://flask-babel.tkte.ch/
        [Flask-WTF]: https://pypi.org/project/Flask-WTF/
        [FontAwesome]: https://fontawesome.com/icons
        [Jinja2]: https://pypi.org/project/Jinja2/
        [jQuery]: https://jquery.com/
        [Kerko]: https://github.com/whiskyechobravo/kerko
        [Kerko_email]: mailto:kerko@whiskyechobravo.com
        [Kerko_issues]: https://github.com/whiskyechobravo/kerko/issues
        [Kerko_pypi]: https://pypi.org/project/Kerko/
        [Kerko_translations]: https://github.com/whiskyechobravo/kerko/tree/master/kerko/translations
        [KerkoApp]: https://github.com/whiskyechobravo/kerkoapp
        [KerkoApp_demo]: https://demo.kerko.whiskyechobravo.com
        [KerkoStart]: https://github.com/whiskyechobravo/kerkostart
        [Popper.js]: https://popper.js.org/
        [Python]: https://www.python.org/
        [Pyzotero]: https://pypi.org/project/Pyzotero/
        [Snowball]: https://snowballstem.org/
        [venv]: https://docs.python.org/3.8/tutorial/venv.html
        [Werkzeug]: https://pypi.org/project/Werkzeug/
        [Whisky_Echo_Bravo]: https://whiskyechobravo.com
        [Whoosh]: https://pypi.org/project/Whoosh/
        [WTForms]: https://pypi.org/project/WTForms/
        [Zotero]: https://www.zotero.org/
        [Zotero_demo]: https://www.zotero.org/groups/2348869/kerko_demo/items
        [Zotero_export]: https://www.zotero.org/support/dev/web_api/v3/basics#export_formats
        [Zotero_schema]: https://api.zotero.org/schema
        [Zotero_styles]: https://www.zotero.org/styles/
        [Zotero_web_api]: https://www.zotero.org/support/dev/web_api/start
        [Zutilo]: https://github.com/willsALMANJ/Zutilo
        
        # Changelog
        
        ## 0.7.1 (2021-02-04)
        
        Security fixes:
        
        * Fix unescaped date fields, causing a vulnerability to XSS attacks. This
          vulnerability was introduced in version 0.7.
        
        Bug fixes:
        
        * Fix wrong locale separator in the HTML lang attribute.
        
        Other changes:
        
        * Remove unwanted spacing after dropdown labels.
        
        Documentation changes:
        
        * Fix missing info about library groupID in configuration docs. Thanks
          [@drmikeuk](https://github.com/drmikeuk) for reporting the issue.
        
        ## 0.7 (2021-01-08)
        
        *Warning:* Upgrading from version 0.6 or earlier will require that you clean and
        re-sync your existing search index. Use the following commands, then restart the
        application:
        
        ```bash
        flask kerko clean index
        flask kerko sync
        ```
        
        Features:
        
        * Allow users to toggle the display of abstracts on search results pages.
        * Allow inclusion or exclusion of items based on their tags
          ([#4](https://github.com/whiskyechobravo/kerko/issues/4)).
        * Show attached links to URIs on item pages.
        * Show relations on item pages. The relation types provided by default are:
          * _Related_, based on Zotero's _Related_ field.
          * _Cites_, managed through child notes containing Zotero URIs and tagged with
            the `_cites` tag.
          * _Cited by_, automatically inferred from _Cites_ relations.
        * The Extra field is now searched when searching "in any fields".
        * Items that have a DOI, ISBN or ISSN identifier can be referenced by appending
          their identifier to your Kerko site's base URL.
        * Requests for the older URL of an item whose ID has changed are now
          automatically redirected to the item's current URL. This relies on the
          `dc.replaces` relation that's managed internally by Zotero on some operations
          such as item merges.
        * Help users who might mistakenly bookmark a search result's URL rather than the
          item's permanent URL: Add an `id` parameter to the search result URLs, and
          redirect the user to that item's permanent URL if the search result no longer
          matches because of database changes.
        * Redirect to the parent item's page when the user tries to request an
          attachment that no longer exists.
        * Improve accessibility based on WCAG recommendations and WAI-ARIA standards:
          * Add labels to search form elements.
          * Add landmark role `search` to the search form.
          * Make the purpose of various links more obvious through improved or added
            labels.
          * Add the `aria-label` attribute to many elements.
          * Add text to indicate the current value of widgets.
          * Add the `aria-current` attribute to indicate the current value of widgets.
          * Remove useless link to the current page from the pagination widget.
        
        Bug fixes:
        
        * Fix crash when trying to sync a link attachment
          ([#3](https://github.com/whiskyechobravo/kerko/issues/3)).
        * Fix unhandled exception during sync when an attachment cannot be downloaded.
        * Fix page numbers greater than the page count in search URLs generating wrong
          page numbers for search result item URLs.
        * Fix secondary keys getting sorted in reverse order with some sort options,
          e.g., when sorting by newest first, results having the same date were then
          sorted by creator name in reverse alphabetical order instead of alphabetical
          order.
        * Fix empty HTML element taking up horizontal space when there are no badges.
        
        Other changes:
        
        * Display ISO 8601 calendar dates in a more readable format, using the
          formatting style of the locale.
        * Show a timezone abbreviation along with time of last update from Zotero.
        * Add German translation. Thanks [@mmoole](https://github.com/mmoole).
        * Fix broken "Getting started" example in README.
        * Migrate most package distribution options and metadata from `setup.py` to
          `setup.cfg`.
        * Migrate project to a `src` layout.
        * Use Flask-Babel instead of its fork Flask-BabelEx, now that is has merged the
          translation domain features from Flask-BabelEx.
        
        Backwards incompatible changes:
        
        * Drop support for Python 3.6. Kerko is no longer being tested under Python 3.6.
          Known issue with 3.6 at this point: some ISO 8601 dates cannot be parsed and
          reformatted; instead of being displayed in a locale-sensitive manner, these
          get displayed as is. More issues might arise in the future with Python 3.6 as
          Kerko continues to evolve.
        * All values of the `pager` dict passed to the `_pager.html.jinja2` template are
          now lists. Previously, only the values at keys `'before'` and `'after'` were
          lists; now the values at keys `'previous'`, `'first'`, `'current'`, `'last'`,
          and `'next'` are lists as well.
        * The words `'blacklist'` and `'whitelist'` in variable names are replaced with
          `'exclude'` and `'include'`.
        * The `KERKO_RESULTS_ABSTRACT` configuration variable is replaced by two
          variables, `KERKO_RESULTS_ABSTRACTS` (note the now plural form) and
          `KERKO_RESULTS_ABSTRACTS_TOGGLER`.
        * Citation download URLs now have the form
          `{url_prefix}/{itemID}/export/{format}` for individual items (`'export'` has
          been inserted), and `{url_prefix}/export/{format}/` for search result pages
          (`'download'` has been replaced by `'export'`).
        * The `Extractor` class' interface has changed, improving consistency and
          separation of concerns:
          * All arguments to `__init__()` must now be specified as keyword arguments.
          * The `extract()` method no longer have a `document` argument, and the `spec`
            argument is now the last one. The method now returns a value instead of
            assigning it to the document.
          * The new `extract_and_store()` method handles extraction, encoding, and
            assignment to the document, assigning the value only when it is not `None`.
        * The `AttachmentsExtractor` class has been renamed to
          `StoredFileAttachmentsExtractor`.
        * `InCollectionExtractor` now extends collection membership to subcollections.
          To preserve the previous behavior, set the `check_subcollections` parameter to
          `False` when initializing the extractor.
        
        Possibly backwards incompatible changes (more or less internal API changes):
        
        * The `search_results` variable passed to the `search.html.jinja2` template is
          now an iterator of tuples, where the first element of each tuple is a result,
          and the second element the URL of the result.
        
        ## 0.6 (2020-06-15)
        
        Security fixes:
        
        * Fix multiple vulnerabilities to XSS attacks. **All previous versions of Kerko
          were vulnerable, thus an upgrade is highly recommended.**
        
        Backwards incompatible changes:
        
        * Remove default value for the `KERKO_DATA_DIR` configuration variable. KerkoApp
          users don't need to worry about this as KerkoApp takes care of it, but custom
          apps that did not already set this variable now have to.
        
        Features:
        
        * Open PDF documents in the browser's built-in PDF viewer (instead of opening
          the browser's file download popup).
        * Add buttons for opening documents directly from search result pages (these
          replace the previous paperclip badges).
        * Add button at the top of item pages for opening documents (makes the
          availability of such documents much more obvious).
        * Add the `KERKO_DOWNLOAD_ATTACHMENT_NEW_WINDOW` configuration variable to
          control whether to open documents in a new window or in the same window.
        * Display the date and time of the last successful synchronization from Zotero
          at the bottom of search results.
        
        Bug fixes:
        
        * Preserve newlines when displaying the value of the Extra field.
        * Preserve newlines when displaying abstracts in search result pages.
        * Fix filters missing on search pages that have no results.
        * Avoid empty box in print media when there is no search criteria.
        * Avoid empty box when the search index is missing.
        * Fix pluralization in CLI time elapsed messages.
        
        Other changes:
        
        * Refer to attachments as "documents" in the interface, and replace the
          paperclip icon with a file icon.
        * Remove CSRF token from search form. Token expiration can impede legitimate
          users, and the token is unnecessary as the form does not change the
          application's state.
        * Add a proper message when none of the filters provided in the URL are
          recognized.
        * Improve documentation.
        * Add INFO-level log message to report successful synchronization from Zotero.
        * Add blocks in templates to facilitate theming.
        
        Possibly backwards incompatible changes (more or less internal API changes):
        
        * Rename the `content_with_badges` template macro as `badges`, and leave it to
          the caller to display content.
        * Remove badges that are related to attachments.
        
        ## 0.5 (2019-11-19)
        
        *Warning:* Upgrading from version 0.4 or earlier will require that you clean and
        re-sync your existing search index. Use the following commands:
        
        ```bash
        flask kerko clean index
        flask kerko sync
        ```
        
        Features:
        
        * Add support for Zotero attachments.
        * Allow configuration of badges on items. The 'attachment' badge is provided by
          default, displaying an icon on items that have one or more attachments.
        * Add help modal.
        * Improve customizability:
          * Add `KERKO_TEMPLATE_*` configuration variables for page template names.
          * Use configurable, separate templates to render facets and badges (see the
            `renderer` argument to `kerko.specs.FacetSpec`, `kerko.specs.BadgeSpec`).
          * Add the `KERKO_RESULTS_FIELDS` configuration variable to specify which
            fields to retrieve with search queries.
        * Add building blocks for creating boolean facets based on collection membership
          (new class `kerko.extractors.InCollectionExtractor`, new parameters for
          `kerko.codecs.BooleanFacetCodec`).
        
        Bug fixes:
        
        * Fix facets not ordered by weight on item page.
        * Preserve newlines in abstract display.
        * Fix incorrect use of bookmark link on item pages, set canonical link instead.
        * Prevent text overflow in some browsers on citations containing long URLs.
        
        Other changes:
        
        * Deprecate CLI command `kerko index` in favor of new command `kerko sync`.
        * Change title of the "Refine" panel to "Explore".
        * Change labels of the "Print" and "Download" buttons to "Print this citation"
          and "Download this citation", to prevent any confusion with attachment
          downloading.
        * Show the facets in a more robust and accessible Bootstrap modal, on small
          screens, instead of the home-built drawer.
        * Use compact pagination widget on small screens.
        * Tweak sizing, positioning, and spacing of various UI elements.
        * Improve accessibility of various UI elements.
        * Make citation stand out more in item page.
        * Hide some elements and decorations in print media.
        * Make search query more efficient on item page.
        
        Possibly backwards incompatible changes (more or less internal API changes):
        
        * Force keyword arguments with `kerko.composer.Composer.__init__()`.
        * Rename `kerko.composer.Composer.__init__()` arguments
          `default_note_whitelist_re` as `default_child_whitelist_re`,
          `default_note_blacklist_re` as `default_child_blacklist_re`.
        * Rename method `kerko.views.item()` as `kerko.views.item_view()`.
        * Rename template file `_facet.html.jinja2` as `_facets.html.jinja2`.
        * Replace argument `checkboxes` in template macro `field()` with `add_link_icon`
          and `remove_link_icon`.
        
        ## 0.4 (2019-09-28)
        
        Features:
        
        * Allow search term boosting in relevance score calculation, e.g. `faceted^2
          search browsing^0.5`.
        
        Security fixes:
        
        * Update minimum Werkzeug version to 0.15.3. See
          [CVE-2019-14806](https://nvd.nist.gov/vuln/detail/CVE-2019-14806): "Pallets
          Werkzeug before 0.15.3, when used with Docker, has insufficient debugger PIN
          randomness because Docker containers share the same machine id."
        
        Other changes:
        
        * Update jQuery version to 3.4.1.
        * Update French translations (translate boolean search operators).
        * Improve search form validation and error display.
        * Disable not-so-intuitive boolean search operators (`AndNot`, `AndMaybe`,
          `Require` were unwanted but enabled by default by Whoosh's `OperatorsPlugin`).
        * Improve documentation.
        * Code cleanup.
        
        ## 0.3 (2019-07-29)
        
        Features:
        
        * Exporting: users may export individual citations as well as complete
          bibliographies corresponding to search results. By default, download links are
          provided for the RIS and BibTeX formats, but applications may be configured to
          export any format supported by the Zotero API.
        
        Bug fixes:
        
        * Fix bad alignment of field names in print mode.
        * Remove warning when indexing an item with no authors
          ([#1](https://github.com/whiskyechobravo/kerko/issues/1)).
        
        Other changes:
        
        * Move print button to bottom of search pages (next to the new download
          dropdown).
        * Improve documentation.
        * Compile message catalog before building sdist and wheel.
        
        Possibly backwards incompatible changes (more or less internal API changes):
        
        * Method `kerko.composer.Composer.get_ordered_specs()` replaces
          `get_ordered_scopes()`, `get_ordered_facets()` and `get_ordered_sorts()`.
        
        ## 0.3alpha1 (2019-07-17)
        
        * Fix broken links in documentation.
        
        ## 0.3alpha0 (2019-07-16)
        
        * First PyPI release.
        
Keywords: academia,bibliography,bibliographies,flask,search,zotero
Platform: UNKNOWN
Classifier: Development Status :: 5 - Production/Stable
Classifier: Environment :: Web Environment
Classifier: Framework :: Flask
Classifier: Intended Audience :: Developers
Classifier: Intended Audience :: Education
Classifier: Intended Audience :: Science/Research
Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3 :: Only
Classifier: Programming Language :: Python :: 3.7
Classifier: Programming Language :: Python :: 3.8
Classifier: Programming Language :: Python :: 3.9
Classifier: Topic :: Database :: Front-Ends
Classifier: Topic :: Education
Classifier: Topic :: Internet :: WWW/HTTP :: Dynamic Content
Classifier: Topic :: Internet :: WWW/HTTP :: Indexing/Search
Classifier: Topic :: Scientific/Engineering
Classifier: Topic :: Software Development :: Libraries :: Python Modules
Requires-Python: >=3.7
Description-Content-Type: text/markdown
Provides-Extra: tests
