# feedwordpress/0.99/README.text

FeedWordPress, version 0.99. 508 lines.

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- Modified: 2007-11-21T23:15:10+00:00

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```
FeedWordPress
=============

* Author: [Charles Johnson](http://radgeek.com/contact)
* Version: 0.99
* Project URI: <http://projects.radgeek.com/feedwordpress>
* License: GPL 2. See License below for copyright jots and tittles.

Introduction
------------
FeedWordPress is an Atom/RSS aggregator for the WordPress weblog software. It
syndicates content from newsfeeds that you choose into your WordPress webblog;
if you syndicate several newsfeeds then you can use WordPress's posts database
and templating engine as the back-end of an aggregation ("planet") website. I
originally developed it because I needed a more flexible replacement for
[Planet][] to use at [Feminist Blogs][].

  [Planet]: http://www.planetplanet.org/ "Planet Planet"
  [Feminist Blogs]: http://www.feministblogs.org/

FeedWordPress is designed with flexibility, ease of use, and ease of
configuration in mind. You'll need a working installation of WordPress (version
[2.3][], [2.2][], [2.1][], [2.0][] or [1.5][]), and also FTP or SFTP access to
your web host. The ability to create cron jobs on your web host would be very
helpful but it's not absolutely necessary. You *don't* need to tweak any
plain-text configuration files and you *don't* need shell access to your web
host to make it work. (Although, I should point out, web hosts that *don't*
offer shell access are *bad web hosts*.)

  [2.3]: http://codex.wordpress.org/Version_2.3
  [2.2]: http://codex.wordpress.org/Version_2.2
  [2.1]: http://codex.wordpress.org/Version_2.1
  [2.0]: http://codex.wordpress.org/Version_2.0
  [1.5]: http://codex.wordpress.org/Version_1.5

Installation
------------
### Requirements ###

To use version 0.99 of FeedWordPress, you will need:

1. 	an installed and configured copy of WordPress 2.3.x, 2.2.x, 2.1.x,
	2.0.x, or 1.5.x. (FeedWordPress currently *will not work* with older
	versions of WordPress, or with WordPress MU.)

2.	FTP or SFTP access to your web host

### Installation ###

#### Upgrades ####

To *upgrade* an existing installation of FeedWordPress to version 0.99:

1.	Download the FeedWordPress archive in zip or gzipped tar format and
	extract the files on your computer. 

2.	If you are upgrading from version 0.98 or earlier, then you need to
	create a new directory named `feedwordpress` in the `wp-content/plugins`
	directory of your WordPress installation, and you also need to *delete*
	your existing `wp-content/update-feeds.php` and
	`wp-content/plugins/feedwordpress.php` files. The file structure for
	FeedWordPress has changed and the files from your old version will not
	be overwritten, which could cause conflicts if you leave them in place.

3.	Upload the new PHP files to `wp-content/plugins/feedwordpress`,
	overwriting any existing FeedWordPress files that are there. Also be
	sure to upgrade `wp-includes/rss.php` and
	`wp-includes/rss-functions.php` if you use the optional MagpieRSS
	upgrade, or don't use it yet but do want to syndicate Atom 1.0 feeds.

3.	If you are upgrading from version 0.96 or earlier, **immediately** log
	in to the WordPress Dashboard, and go to Options --> Syndicated. Follow
	the directions to launch the database upgrade procedure. The new
	versions of FeedWordPress incorporate some long-needed improvements, but
	old meta-data needs to be updated to prevent duplicate posts and other
	possible maladies. If you're upgrading an existing installation, updates
	and FeedWordPress template functions *will not work* until you've done
	the upgrade. Then take a coffee break while the upgrade runs. It should,
	hopefully, finish within a few minutes even on relatively large
	databases.

4.	If you are upgrading from version 0.98 or earlier, note that the old
	`update-feeds.php` has been eliminated in favor of a (hopefully) more
	humane method for automatic updating. If you used a cron job for
	scheduled updates, it will not work anymore, but there is another,
	simpler method which will. See [Setting Up Feed Updates][] below to get
	scheduled updates back on track.

5.	Enjoy your new installation of FeedWordPress.

#### New Installations ####

1.	Download the FeedWordPress archive in zip or gzipped tar format and
	extract the files on your computer. 

2.	Create a new directory named `feedwordpress` in the `wp-content/plugins`
	directory of your WordPress installation. Use an FTP or SFTP client to
	upload the contents of the `wp-content/plugins/feedwordpress` directory
	in the FeedWordPress archive to the new directory that you just created
	on your web host.

3.	(Optional) Upgrade the copy of MagpieRSS packaged with WordPress by
	installing the new `rss.php` and `rss-functions.php` (archived in
	`OPTIONAL/wp-includes`) into your WordPress `wp-includes` directory.
	Upgrading MagpieRSS is necessary if you want to take advantage of
	support for Atom 1.0, multiple post categories, RSS enclosures, and
	multiple character encodings. (Note, however, that support for
	transliterating between character encodings is a very complex and
	iffy prospect in some PHP environments, so if you intend to use
	a lot of feeds with alternate encodings you should make sure that
	your installation of PHP is up-to-date and that you keep a copy of
	the old MagpieRSS around to compare results.)

4.	Log in to the WordPress Dashboard and activate the FeedWordPress
	plugin. 

5.	While you're at the Dashboard, once the plugin is activated, you can
	go to **Syndication --> Options** and set (1) the link category that
	FeedWordPress will syndicate links from (by default, "Contributors"),
	and (2) whether FeedWordPress will use automatic updates or only
	manual updates.

5.	Go to the main **Syndication** page to set up the list of sites that
	you want FeedWordPress to syndicate onto your blog. (If you have the
	feeds you want to aggregate in a service such as Bloglines,
	you may prefer to export them to an OPML file and use WordPress's
	**Blogroll --> Import Links** to import them into the contributors
	category.)

#### Setting Up Feed Updates ####

FeedWordPress is now ready to accept posts from its syndication sources. The
next thing to do is to make sure it knows *when* to go get them.

**N.B.:** If you are upgrading from version 0.981 or earlier of FeedWordPress,
the system for checking for new posts has been overhauled, hopefully making it
more humane, and also easier to use for people who do not have access to task
scheduling tools such as `cron`. You will need to re-read this section and
change your set-up accordingly.

FeedWordPress allows you to choose whether it will check for new posts
automatically, or only when you manually request for it to check. By default,
FeedWordPress opts for the **manual** option -- so that you can get your feeds
set up properly before FeedWordPress begins importing new posts. If you want
to use automatically scheduled updates, remember to enable them in
**Syndication --> Options** after you finish setting up FeedWordPress.

##### Manual Feed Updates #####

To manually check for new posts, log in to the WordPress Dashboard and go to the
main page under **Syndication**. You can use the "Update feeds now" button to
check for new posts on feeds that are due for a scheduled update, or use the
checkboxes and "Update Checked Feeds" button to force FeedWordPress to check one
or more specific feeds for new posts. FeedWordPress will check the selected
feed or feeds for new posts, and import any new content available.

##### Automatic Feed Updates #####

If you choose an automatic update schedule, then FeedWordPress will
automatically check for new posts based on a schedule you determine. When
automatic updates are enabled, FeedWordPress will check for new posts when
(1) at least ten minutes have passed since the last update, and (2) a viewer
visits your FeedWordPress-enabled blog. (If you want the interval of time to
be shorter or longer, you can change the interval in the Dashboard under
**Syndication --> Options**.)

Note that this is not quite the same thing as precisely scheduled updating.
If you get at least one viewer every ten minutes, then FeedWordPress will be
regularly checking for new posts on schedule; if not, not. But for a relatively
active aggregator blog this is probably close enough for government work.

However, if you want to ensure regular updates, and you have access to a
task-scheduling tool such as `cron`, you can use it to schedule regular
checks for updates on a fixed schedule. For example, using `cron`, you can
easily ensure that FeedWordPress checks for new posts regularly by adding the
following line to your crontab, substituting the actual address of your
WordPress installation for "http://www.zyx.com/blog/":

	*/15 * * * * curl http://www.zyx.com/blog/ > /dev/null

If you don't have direct access to `cron` or a similar scheduling tool, you
can use online tools such as [WebCron](http://www.webcron.org/?lang=en) to
schedule a regular fetch of your blog's front page to much the same effect.

##### Feed Updates using XML-RPC #####

FeedWordPress also allows syndicated blogs to notify you of updates using the
XML-RPC "recently updated" pings (in the standard format accepted by
Weblogs.com, Ping-O-Matic, Technorati, and other blogging services). Most
blogging software allows users to add a URI to the list of URIs that get pinged
with each new update -- see, for example, **Options --> Writing --> Update
Services** in WordPress, or **Configuration --> Preferences --> Publicity /
Remote Interfaces / TrackBack** in Movable Type. If you can get a contributor
to add your XML-RPC URI to her list of update services to ping, then whenever
she updates her blog, her blogging software will notify your FeedWordPress
installation, and FeedWordPress will look up her feed to grab the new posts off
of it. (If you have WordPress installed at <http://www.zyx.com/blog>, say, the
URI for her to ping should be <http://www.zyx.com/blog/xmlrpc.php>).

Basic Concepts
--------------
FeedWordPress is written as a plugin for the WordPress weblog software. It is
designed to store all the data it needs within the WordPress database and to
make that data easy to manage from within the WordPress Dashboard.

### Contributors / Newsfeeds ###

FeedWordPress uses the WordPress Links database to keep a list of the feeds from
which it will syndicate content. WordPress allows you to place links in
categories; FeedWordPress will make use of all and only the links in one
category (by default, this is a category named "Contributors"; you can change
the category that FeedWordPress will use using **Options --> Syndication**).

From WordPress's perspective, the list of Contributors are normal links, and
they can be manipulated like other links through the WordPress Dashboard.
However, FeedWordPress provides a nicer interface for adding, removing, or
changing information for the Contributor Links from the WordPress Dashboard,
under **Links --> Syndicated**.

If you want to distribute the labor of adding, updating, and managing feeds
between several people, you can use the WordPress login andaccess privileges
system. Any users with an access level of 5 or greater can add, delete, and
modify Contributors; users with an access level of 6 or greater can change
syndication options.

When FeedWordPress looks for new posts, it retrieves one or all of the links
from the Contributors category (depending on whether it has been told to scan
for new posts on one or all of the feeds), determines which of them should be
polled for updates (based on how long it has been since the last time each feed
was polled for updates), and then uses an HTTP conditional GET to check for
updates at the "RSS URI" for each Link that it selects. Any new posts are added
to the database, and old posts that have been updated since the last poll are
updated to reflect the new version.

__Feed settings:__ All of the information for a syndicated feed is stored in the
WordPress Links database, and can be easily edited using an interface that
FeedWordPress provides under **Links --> Syndicated**. (If you're curious about
the technical details of how the information is stored, you can find out more
under [API: How feed information is stored][].)

You can use a feed's **Edit** link under **Links --> Syndicated** to affect how
FeedWordPress prcesses posts from that feed. (Most of these options can either
be set for *one particular feed* using **Links --> Syndicated --> Edit**, or set
as the default for *all feeds* using **Options --> Syndication**.) The **Edit**
link also allows you to set **Custom Feed Settings** for use in templates,
through the use of the [`get_feed_meta()`][get_feed_meta] template function in a
post context (see [Template API][]). For example, many aggregator sites use a
"face" image for each feed to visually distinguish posts from different feeds.
To implement a face feature, you could add a custom setting for each Contributor
Link, with the key of "face" and a URI such as "http://www.zyx.com/mugs/ugly"
for the value. (The URI should be changed out for each feed to point to the
appropriate image, of course.) Then, to use the setting from within a template,
add something like:

	// In a post context
	<?php $img = get_feed_meta('face'); if (strlen($img) > 0): ?>
	<img src="<?=$img?>" alt="" />
	<?php endif; ?>

... which will display the image, if any, whose URI is set in the "face" setting
for the feed that post comes from. If there is no "face" setting for a
particular feed, [`get_feed_meta()`][get_feed_meta] will return an empty string
and no image will be displayed.

  [API: How feed information is stored]: http://projects.radgeek.com/feedwordpress/api#how-feed-information-is-stored

### Syndicated Posts ###

Whenever FeedWordPress updates, it scans one or more of the feeds in its
Contributors list and adds any new posts that it finds to the WordPress
database. Syndicated posts are displayed on your WordPress pages like any other
posts: they can be listed in archives by category, author, or date; they can be
found with the search box; and they are included in the newsfeed of your blog.

In your WordPress templates (**Presentation --> Theme Editor**) you can access
special information about syndicated posts using [functions provided by
FeedWordPress][Template API], such as [`is_syndicated()`][is_syndicated],
[`the_syndication_source()`][the_syndication_source],
[`the_syndication_source_link()`][the_syndication_source_link], and
[`get_feed_meta()`][get_feed_meta]. For example, here is the template code that
I use (in a post context) to display both the author's name and the original
source of the post in the templates for [Feminist Blogs][]:

	<cite class="feed">from <?php the_author_posts_link()?><?php
	if (is_syndicated() and (get_the_author() !== get_syndication_source())):
		echo ' @ <a href="';  the_syndication_source_link(); echo '">';
		the_syndication_source();
		echo '</a>';
	endif; ?></cite>

For more information on template functions, see [Template API][].

### Categories ###

WordPress allows for posts to be placed in *categories*. Each syndicated post
that FeedWordPress adds to the WordPress database is placed into a set of
categories. FeedWordPress gets the list of category names to use from two
sources:

1.	Categories (or "tags") that the original author placed the post in on
	her blog

2.	Categories that you set explicitly for each feed using the
	**Categories** checkbox under **Links --> Syndicated --> Edit**. For
	example, if you wanted all the posts from Alas, A Blog to be placed in
	the "Pacific Northwest" category and the "Cartoonists" category (*in
	addition to* any other categories that they were placed in on Alas, A
	Blog), you could do this by creating the categories, going to **Links
	--> Syndicated**, clicking the "Edit" link for Alas, A Blog, and
	checking those two categories under the checkbox captioned "Categories."

Given the list of category names, FeedWordPress looks for categories in the
WordPress database with the same name as either (1) the category name, or
(2) one of the "aliases" listed in the category description.

__Aliases:__ Different often authors use slightly different names for categories
that mean the same thing (contributors to Feminist Blogs, for example, used
categories including "Feminism", "feministy stuff", "Women's Issues", "Gender
Issues", "Gender Equality", and so on). If you want FeedWordPress to treat one
category name as a synonym for another, you can do so by creating an "alias" for
the category. For example, to make FeedWordPress treat posts that are placed in
the category "feministy stuff" as if they had been placed in the category
"Feminism", go to **Manage --> Categories**, find the category "Feminism" and
click the "Edit" link for it, and then add the following to the Description
field, on a line by itself:

	a.k.a.: feministy stuff

You can add as many aliases as you like. You can also add any other text that
you like to the Description without interfering with FeedWordPress's ability to
use the aliases. Each alias must be on a line by itself.

__Unfamiliar categories:__ If one of the category names that a newsfeed provides
is *unfamiliar* -- that is, if there is not yet any category in your WordPress
database that either has that name, or uses that name as an alias -- then by
default FeedWordPress will *automatically create* a new category with that name
and place the current post in it. The default behavior can be changed so that
unfamiliar categories will *not* be added to the database, using the
**Unfamiliar categories** setting, either for *all* feeds (under **Options -->
Syndication**) or for *one particular feed* (under **Links --> Syndicated**).

If you choose to disable the creation of new categories, either for all feeds or
for one particular feed, then you can also choose whether or not FeedWordPress
should syndicate posts that do not match *any* of the categories that are
currently in the database. This allows you to do some simple filtering of posts
by category: if you want to your blog to syndicate only the posts in one
particular category from a feed that has several categories, you could do so by
creating a category by that name, adding the new feed(s), and then setting
**Unfamiliar categories** under **Links --> Syndicated --> Edit** to "don't
create new categories and don't syndicate posts unless they match at least one
familiar category".

Since only posts in categories that are in your database will be included, and
only the category or categories that you wanted posts from has been added to
your database, this will filter out all the posts that aren't in the category or
categories that you defined ahead of time. (Similarly, you could set up
FeedWordPress so that *all* the feeds are filtered by author by creating the set
of users named after the authors you want to syndicate, and then setting the
default behavior for *all* feeds at **Options --> Syndication**).

If you need a category filter with more complex logic, you can always create a
`syndicated_item` filter in PHP (see [Plugin API][]) that manipulates the
`['categories']` array of a syndicated item.

### Authors ###

Most newsfeeds include information about the author of the items on them.
(If a feed doesn't, then FeedWordPress will create an author's name based on
the title of the feed from which the item was taken.) This information is used
to determine the WordPress user that the post will be attributed to. Given the
name of the author, FeedWordPress looks for authors in the WordPress database
with the same name as either (1) their login, (2) their display name, (3) their
e-mail address (if given), or (4) one of the "aliases" listed in the
user's profile.

__Aliases:__ If there is an author who posts under more than one name (for
example, one of our contributors at [Feminist Blogs][] posts on several
different blogs, sometimes using her full name and sometimes using only her
first name), then you can ensure that FeedWordPress will attribute those posts
to the same author by creating "aliases" for the author. For example, to make
FeedWordPress treat posts by "Joseph Cardinal Ratzinger" and posts by "Pope
Benedict XVI" as having the same author, go to **Users --> Authors & Users**,
click on the "Edit" link for Pope Benedict XVI, and add a line like this to the
Profile text:

	a.k.a.: Joseph Cardinal Ratzinger

You can add as many aliases as you like. You can also add any other text that
you like to the Profile without interfering with FeedWordPress's ability to use
the aliases. Each alias must be on a line by itself.

__Unfamiliar authors:__ By default, if the author named by the newsfeed is
unfamiliar -- that is, if there is no-one with that name registered in the
WordPress author's database -- then by default FeedWordPress will automatically
create a new user account with the given name and attribute the post to the new
user. The default behavior can be changed, using either the global settings in
**Options --> Syndication** or the [feed settings][] under **Links -->
Syndicated --> Edit**, so that posts by unfamiliar authors will either be
attributed to a default author (instead of creating a new user account to
attribute them to), or filtered out and not syndicated at all.

One of the uses of this feature is to filtering posts by author: if you want to
your blog to syndicate only the posts by one particular author from a feed that
has several authors, you could do so by creating a user account with that
author's name, adding the new feed(s), and then setting **Unfamiliar authors**
under **Links --> Syndicated --> Edit** to "don't syndicate the post". Since
only posts by authors that are in your database will be included, and only the
author that you wanted posts from has been added to your database, this will
filter out posts by anyone else on the feeds with that setting. (Similarly, you
could set up FeedWordPress so that *all* the feeds are filtered by author by
creating the set of users named after the authors you want to syndicate, and
then setting the default behavior for *all* feeds at **Options -->
Syndication**).

If you need an author filter with more complex logic than this allows, you can
always create a `syndicated_item` filter in PHP (see [Plugin API][]) that
manipulates the `['author_name']` or `['dc']['creator']` elements of a
syndicated item.

Template API
------------
When activated, FeedWordPress makes the following functions available for use by
themes/templates:

*	``is_syndicated()``: in a post context, returns ``TRUE`` if the post was
	syndicated from another website, or ``FALSE`` if it was originally
	posted here

*	``get_syndication_permalink()``: in a post context, returns the URI of
	the permalink for this post *on the website it was syndicated from*
	
*	``the_syndication_permalink()``: in a post context, outputs the value
	returned by [``get_syndication_permalink()``][get_syndication_permalink]

*	``get_syndication_source_link()``: in a post context, returns the URI of
	the front page (*not* the feed) of the website this post was syndicated
	from
	
*	``the_syndication_source_link()``: in a post context, outputs the URI
	returned by
	[``get_syndication_source_link()``][get_syndication_source_link]
	
*	``get_syndication_source()``: in a post context, returns the
	human-readable title of the website that a syndicated post was
	syndicated from

*	``the_syndication_source()``: in a post context, outputs the value
	returned by [``get_syndication_source()``][get_syndication_source]
	
*	``get_syndication_feed():`` in a post context, returns the URI of the
	feed (*not* the front page) that this post was syndicated from

*	``the_syndication_feed()``: in a post context, outputs the value
	returned by [``get_syndication_feed()``][get_syndication_feed]

*	``get_feed_meta($key)``: in a post context, returns the value, if any,
	of the feed setting ``$key`` for the feed that this post was syndicated
	from

By default, FeedWordPress also places a filter on the standard functions
``get_permalink()`` and ``the_permalink()`` that substitutes the URI returned by
[``get_syndication_permalink()``][get_syndication_permalink] for the URI
generated by WordPress. This means that by default the permalinks listed on your
website and in your newsfeed will link to the location of the posts on the
source website, *not* to their location on your website. You can switch this
behavior on or off at **Options --> Syndication** in the WordPress Dashboard.

Plugin API
----------
FeedWordPress creates five hooks through the WordPress plugin architecture that
you can plug in to using PHP WordPress plugins, to supplement ordinary
FeedWordPress behavior, or to filter posts according to criteria that you set.
The hooks are the action ``feedwordpress_update``, the action
``feedwordpress_check_feed``, the action ``feedwordpress_update_complete``, the
filter ``syndicated_item``, the filter ``syndicated_post``, the action
``post_syndicated_item``, and the action ``update_syndicated_item``.

For more information, see <http://projects.radgeek.com/feedwordpress/api>.

License
-------
The FeedWordPress plugin is copyright (c) 2005-2007 by Charles Johnson. It uses
code derived or translated from:

-	[wp-rss-aggregate.php][] by [Kellan Elliot-McCrea](kellan@protest.net)
-       [MagpieRSS][] by [Kellan Elliot-McCrea](kellan@protest.net)
-	[HTTP Navigator 2][] by [Keyvan Minoukadeh](keyvan@k1m.com)
-	[Ultra-Liberal Feed Finder][] by [Mark Pilgrim](mark@diveintomark.org)

according to the terms of the [GNU General Public License][].

This program is free software; you can redistribute it and/or modify it under
the terms of the [GNU General Public License][] as published by the Free
Software Foundation; either version 2 of the License, or (at your option) any
later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY
WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A
PARTICULAR PURPOSE. See the GNU General Public License for more details.

  [wp-rss-aggregate.php]: http://laughingmeme.org/archives/002203.html
  [MagpieRSS]: http://magpierss.sourceforge.net/
  [HTTP Navigator 2]: http://www.keyvan.net/2004/11/16/http-navigator/
  [Ultra-Liberal Feed Finder]: http://diveintomark.org/projects/feed_finder/

  [GNU General Public License]: http://www.gnu.org/copyleft/gpl.html


```
