diff --git a/classifier/README.txt b/classifier/README.txt
index f35014d..e5b7a1b 100644
--- a/classifier/README.txt
+++ b/classifier/README.txt
@@ -27,7 +27,7 @@ configuration):
   >>> concepts, resources, views = t.setup()
 
   >>> len(concepts), len(resources)
-  (20, 0)
+  (15, 0)
 
 Let's now add an external collection that reads in a set of resources
 from external files so we have something to work with.
diff --git a/classifier/testsetup.py b/classifier/testsetup.py
index a529bce..b3414e7 100644
--- a/classifier/testsetup.py
+++ b/classifier/testsetup.py
@@ -24,7 +24,7 @@ from loops.integrator.collection import DirectoryCollectionProvider
 from loops.integrator.collection import ExternalCollectionAdapter
 from loops.integrator.interfaces import IExternalCollection, IExternalCollectionProvider
 from loops.organize.setup import SetupManager as OrganizeSetupManager
-from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
+#from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
 from loops.knowledge.knowledge import Person
 from loops.knowledge.interfaces import IPerson
 from loops.setup import SetupManager, addAndConfigureObject
@@ -39,7 +39,7 @@ class TestSite(BaseTestSite):
         self.site = site
 
     def setup(self):
-        component.provideAdapter(KnowledgeSetupManager, name='knowledge')
+        #component.provideAdapter(KnowledgeSetupManager, name='knowledge')
         component.provideAdapter(OrganizeSetupManager, name='organize')
         concepts, resources, views = self.baseSetup()
 
diff --git a/expert/README.txt b/expert/README.txt
index 0404b89..9f9d949 100644
--- a/expert/README.txt
+++ b/expert/README.txt
@@ -27,7 +27,7 @@ configuration):
   >>> concepts, resources, views = t.setup()
 
   >>> len(concepts) + len(resources)
-  33
+  37
 
   >>> loopsRoot = site['loops']
 
@@ -47,19 +47,19 @@ Type- and text-based queries
   >>> from loops.expert import query
   >>> qu = query.Title('ty*')
   >>> list(qu.apply())
-  [0, 1, 47]
+  [0, 1, 68]
 
   >>> qu = query.Type('loops:*')
   >>> len(list(qu.apply()))
-  33
+  37
 
   >>> qu = query.Type('loops:concept:predicate')
   >>> len(list(qu.apply()))
-  7
+  8
 
   >>> qu = query.Type('loops:concept:predicate') & query.Title('t*')
   >>> list(qu.apply())
-  [1, 43]
+  [1, 29]
 
 State-based queries
 -------------------
diff --git a/expert/search.txt b/expert/search.txt
index fa33f30..d752ac1 100755
--- a/expert/search.txt
+++ b/expert/search.txt
@@ -66,13 +66,13 @@ zcml in real life:
 
   >>> t = searchView.typesForSearch()
   >>> len(t)
-  14
+  16
   >>> t.getTermByToken('loops:resource:*').title
   'Any Resource'
 
   >>> t = searchView.conceptTypesForSearch()
   >>> len(t)
-  11
+  13
   >>> t.getTermByToken('loops:concept:*').title
   'Any Concept'
 
@@ -91,7 +91,7 @@ a controller attribute for the search view.
 
   >>> searchView.submitReplacing('1.results', '1.search.form', pageView)
   'submitReplacing("1.results", "1.search.form",
-       "http://127.0.0.1/loops/views/page/.target80/@@searchresults.html");...'
+       "http://127.0.0.1/loops/views/page/.target99/@@searchresults.html");...'
 
 Basic (text/title) search
 -------------------------
@@ -177,7 +177,7 @@ of the concepts' titles:
   >>> request = TestRequest(form=form)
   >>> view = Search(page, request)
   >>> view.listConcepts()
-  u"{identifier: 'id', items: [{label: 'Zope (Topic)', name: 'Zope', id: '85'}, {label: 'Zope 2 (Topic)', name: 'Zope 2', id: '87'}, {label: 'Zope 3 (Topic)', name: 'Zope 3', id: '89'}]}"
+  u"{identifier: 'id', items: [{label: 'Zope (Thema)', name: 'Zope', id: '104'}, {label: 'Zope 2 (Thema)', name: 'Zope 2', id: '106'}, {label: 'Zope 3 (Thema)', name: 'Zope 3', id: '108'}]}"
 
 Preset Concept Types on Search Forms
 ------------------------------------
@@ -219,13 +219,13 @@ and thus include the customer type in the preset search types.
 
   >>> searchView.conceptsForType('loops:concept:customer')
   [{'token': 'none', 'title': u'not selected'},
-   {'token': '58', 'title': u'Customer 1'},
-   {'token': '60', 'title': u'Customer 2'},
-   {'token': '62', 'title': u'Customer 3'}]
+   {'token': '77', 'title': u'Customer 1'},
+   {'token': '79', 'title': u'Customer 2'},
+   {'token': '81', 'title': u'Customer 3'}]
 
 Let's use this new search option for querying:
 
-  >>> form = {'search.4.text_selected': u'58'}
+  >>> form = {'search.4.text_selected': u'77'}
   >>> resultsView = SearchResults(page, TestRequest(form=form))
   >>> results = list(resultsView.results)
   >>> results[0].title
diff --git a/expert/testsetup.py b/expert/testsetup.py
index 90b5075..05d8b5e 100644
--- a/expert/testsetup.py
+++ b/expert/testsetup.py
@@ -14,7 +14,8 @@ from loops.expert.setup import SetupManager as ExpertSetupManager
 from loops.resource import Resource
 from loops.knowledge.interfaces import IPerson
 from loops.knowledge.knowledge import Person
-from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
+#from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
+from loops.knowledge.tests import importData
 from loops.setup import SetupManager, addObject
 from loops.tests.setup import TestSite as BaseTestSite
 from loops.type import ConceptType, ResourceType, TypeConcept
@@ -32,10 +33,11 @@ class TestSite(BaseTestSite):
 
         component.provideAdapter(Person, provides=IPerson)
 
-        component.provideAdapter(KnowledgeSetupManager, name='knowledge')
+        #component.provideAdapter(KnowledgeSetupManager, name='knowledge')
         component.provideAdapter(ExpertSetupManager, name='expert')
         setup = SetupManager(loopsRoot)
         concepts, resources, views = setup.setup()
+        importData(loopsRoot)
 
         tType = concepts.getTypeConcept()
         tDomain = concepts['domain']
diff --git a/external/README.txt b/external/README.txt
index 5005e0f..cfbdcb8 100644
--- a/external/README.txt
+++ b/external/README.txt
@@ -17,7 +17,7 @@ Let's set up a loops site with basic and example concepts and resources.
   >>> concepts, resources, views = t.setup()
   >>> loopsRoot = site['loops']
   >>> len(concepts), len(resources), len(views)
-  (30, 3, 1)
+  (34, 3, 1)
 
 
 Importing loops Objects
@@ -44,7 +44,7 @@ Creating the corresponding objects
   >>> loader = Loader(loopsRoot)
   >>> loader.load(elements)
   >>> len(concepts), len(resources), len(views)
-  (31, 3, 1)
+  (35, 3, 1)
 
   >>> from loops.common import adapted
   >>> adMyquery = adapted(concepts['myquery'])
@@ -131,7 +131,7 @@ Extracting elements
   >>> extractor = Extractor(loopsRoot, os.path.join(dataDirectory, 'export'))
   >>> elements = list(extractor.extract())
   >>> len(elements)
-  53
+  68
 
 Writing object information to the external storage
 --------------------------------------------------
@@ -143,6 +143,7 @@ Writing object information to the external storage
   >>> writer = PyWriter()
   >>> writer.write(elements, output)
   >>> print output.getvalue()
+  type(u'task', ...)...
   type(u'country', u'Country', viewName=u'', typeInterface=u''..., options=u''...)...
   type(u'query', u'Query', viewName=u'', typeInterface='loops.expert.concept.IQueryConcept'..., options=u''...)...
   concept(u'myquery', u'My Query', u'query', options=u'option1\noption2',
@@ -184,6 +185,7 @@ corresponding extractor adapter.
   >>> PyWriter().write(extractor.extract(), output)
 
   >>> print output.getvalue()
+  type(u'task', ...)...
   type(u'country', u'Country', viewName=u'', typeInterface=u''..., options=u''...)...
   concept(u'myquery', u'My Query', u'query', options=u'option1\noption2',
           viewName=u'mystuff.html')[
diff --git a/external/element.py b/external/element.py
index 1490dd2..672aaa2 100644
--- a/external/element.py
+++ b/external/element.py
@@ -30,10 +30,11 @@ from zope.traversing.api import getName, traverse
 
 from cybertools.composer.interfaces import IInstance
 from cybertools.composer.schema.interfaces import ISchemaFactory
+from cybertools.tracking.btree import TrackingStorage
 from cybertools.typology.interfaces import IType
 from loops.common import adapted
-from loops.interfaces import IConceptSchema
 from loops.external.interfaces import IElement
+from loops.interfaces import IConceptSchema
 from loops.i18n.common import I18NValue
 from loops.layout.base import LayoutNode
 from loops.predicate import adaptedRelation
@@ -132,6 +133,33 @@ class TypeElement(ConceptElement):
             adapted(self.object).typeInterface = kw['typeInterface']
 
 
+class RecordManagerElement(Element):
+
+    elementType = 'records'
+    posArgs = ('name', 'trackFactory')
+
+    def __init__(self, name, trackFactory, **kw):
+        self['name'] = name
+        tf = self['trackFactory'] = trackFactory
+        if not isinstance(tf, basestring):
+            self['trackFactory'] = '.'.join((tf.__module__, tf.__name__))
+        for k, v in kw.items():
+            self[k] = v
+
+    def execute(self, loader):
+        name = self['name']
+        tf = resolve(self['trackFactory'])
+        records = loader.context.getRecordManager()
+        obj = records.get(name)
+        if obj is None:
+            obj = records[name] = TrackingStorage(trackFactory=tf)
+        else:
+            obj.trackFactory = tf
+            obj.indexAttributes = tf.index_attributes
+            obj.setupIndexes()
+        self.object = obj
+
+
 class ChildElement(Element):
 
     elementType = 'child'
@@ -261,6 +289,7 @@ class LayoutNodeElement(NodeElement):
 elementTypes = dict(
     type=TypeElement,
     concept=ConceptElement,
+    records=RecordManagerElement,
     child=ChildElement,
     resource=ResourceElement,
     resourceRelation=ResourceRelationElement,
@@ -270,5 +299,5 @@ elementTypes = dict(
     I18NValue=I18NValue,
 )
 
-toplevelElements = ('type', 'concept', 'resource',
+toplevelElements = ('type', 'concept', 'resource', 'records',
                     'child', 'resourceRelation', 'node', 'deassign')
diff --git a/i18n/README.txt b/i18n/README.txt
index 534ec0b..7aedcd3 100644
--- a/i18n/README.txt
+++ b/i18n/README.txt
@@ -18,15 +18,15 @@ ZCML setup):
   >>> from loops.interfaces import ILoops, IConcept
   >>> from loops.concept import Concept
   >>> from loops.setup import ISetupManager
-  >>> from loops.knowledge.setup import SetupManager
-  >>> component.provideAdapter(SetupManager, (ILoops,), ISetupManager,
-  ...                           name='knowledge')
 
   >>> from loops.tests.setup import TestSite
   >>> t = TestSite(site)
   >>> concepts, resources, views = t.setup()
   >>> loopsRoot = site['loops']
 
+  >>> from loops.knowledge.tests import importData
+  >>> importData(loopsRoot)
+
   >>> from loops.knowledge.knowledge import Topic
   >>> component.provideAdapter(Topic)
 
diff --git a/integrator/README.txt b/integrator/README.txt
index 4d84425..cba0381 100644
--- a/integrator/README.txt
+++ b/integrator/README.txt
@@ -27,7 +27,7 @@ configuration):
   >>> concepts, resources, views = t.setup()
 
   >>> len(concepts) + len(resources)
-  18
+  11
 
   >>> loopsRoot = site['loops']
   >>> #loopsRoot.options = ['useVersioning:rev']
diff --git a/integrator/testsetup.py b/integrator/testsetup.py
index cd4108c..f672a0e 100644
--- a/integrator/testsetup.py
+++ b/integrator/testsetup.py
@@ -18,7 +18,7 @@ from loops.resource import Resource, FileAdapter, ExternalFileAdapter
 from loops.integrator.interfaces import IExternalSourceInfo, IExternalCollection
 from loops.integrator.interfaces import IOfficeFile
 from loops.integrator.office.base import OfficeFile
-from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
+#from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
 from loops.setup import SetupManager, addAndConfigureObject
 from loops.tests.setup import TestSite as BaseTestSite
 from loops.versioning.versionable import VersionableResource
@@ -32,7 +32,7 @@ class TestSite(BaseTestSite):
         self.site = site
 
     def setup(self):
-        component.provideAdapter(KnowledgeSetupManager, name='knowledge')
+        #component.provideAdapter(KnowledgeSetupManager, name='knowledge')
         concepts, resources, views = self.baseSetup()
 
         component.provideAdapter(FileAdapter, provides=IFile)
diff --git a/knowledge/README.txt b/knowledge/README.txt
index ed77023..994b7ae 100644
--- a/knowledge/README.txt
+++ b/knowledge/README.txt
@@ -2,33 +2,32 @@
 loops - Linked Objects for Organization and Processing Services
 ===============================================================
 
-  ($Id$)
-
-Note: This package depends on cybertools.knowledge and cybertools.organize.
+Note: This package depends on cybertools.knowledge and loops.organize.
 
 Let's do some basic set up
 
+  >>> from zope import component, interface
+
   >>> from zope.app.testing.setup import placefulSetUp, placefulTearDown
   >>> site = placefulSetUp(True)
 
-  >>> from zope import component, interface
-
 and setup a simple loops site with a concept manager and some concepts
 (with all the type machinery, what in real life is done via standard
 ZCML setup):
 
-  >>> from loops.interfaces import ILoops, IConcept
-  >>> from loops.setup import ISetupManager
-  >>> from loops.knowledge.setup import SetupManager
-  >>> component.provideAdapter(SetupManager, (ILoops,), ISetupManager,
-  ...                           name='knowledge')
-
   >>> from loops.tests.setup import TestSite
   >>> t = TestSite(site)
   >>> concepts, resources, views = t.setup()
+  >>> loopsRoot = site['loops']
+
+We then import a loops .dmp file containing all necessary types and
+predicates.
+
+  >>> from loops.knowledge.tests import importData
+  >>> importData(loopsRoot)
 
 We need some type concepts for controlling the meaning of the concepts objects,
-these have already been created during setup:
+these have already been created during setup and .dmp import:
 
   >>> topic = concepts['topic']
   >>> person = concepts['person']
@@ -40,6 +39,7 @@ Manage knowledge and knowledge requirements
 
 The classes used in this package are just adapters to IConcept.
 
+  >>> from loops.interfaces import IConcept
   >>> from loops.knowledge.knowledge import Person, Topic, Task
   >>> from loops.knowledge.interfaces import IPerson
   >>> from cybertools.knowledge.interfaces import IKnowledgeElement
@@ -166,6 +166,34 @@ For testing, we first have to provide the needed utilities and settings
   >>> view = MyKnowledge(task01C, request)
   >>> prov = view.myKnowledgeProvidersForTask()
 
+
+Competence and Certification Management
+=======================================
+
+  >>> from cybertools.stateful.interfaces import IStatesDefinition
+  >>> from loops.knowledge.qualification import qualificationStates
+  >>> from loops.knowledge.interfaces import IQualificationRecords
+  >>> from loops.knowledge.qualification import QualificationRecords
+  >>> component.provideUtility(qualificationStates, 
+  ...                          provides=IStatesDefinition,
+  ...                          name='knowledge.qualification')
+  >>> component.provideAdapter(QualificationRecords,
+  ...                          provides=IQualificationRecords)
+
+  >>> qurecs = loopsRoot.getRecordManager()['qualification']
+
+We first create a training that provides knowledge in Python specials.
+
+  >>> trainingPySpecC = concepts['trpyspec'] = Concept(
+  ...                                           u'Python Specials Training')
+  >>> trainingPySpecC.assignParent(pySpecialsC)
+
+Then we record the need for John to acquire this knowledge.
+
+  >>> from loops.knowledge.browser import CreateQualificationRecordForm
+  >>> from loops.knowledge.browser import CreateQualificationRecord
+
+
 Glossaries
 ==========
 
diff --git a/knowledge/browser.py b/knowledge/browser.py
index 53b7634..ff9781e 100644
--- a/knowledge/browser.py
+++ b/knowledge/browser.py
@@ -1,5 +1,5 @@
 #
-#  Copyright (c) 2011 Helmut Merz helmutm@cy55.de
+#  Copyright (c) 2012 Helmut Merz helmutm@cy55.de
 #
 #  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
@@ -19,8 +19,6 @@
 """
 Definition of view classes and other browser related stuff for the
 loops.knowledge package.
-
-$Id$
 """
 
 from zope import interface, component
@@ -32,11 +30,17 @@ from cybertools.typology.interfaces import IType
 from loops.browser.action import DialogAction
 from loops.browser.common import BaseView
 from loops.browser.concept import ConceptView
+from loops.expert.browser.report import ResultsConceptView
 from loops.knowledge.interfaces import IPerson, ITask
+from loops.organize.work.browser import CreateWorkItemForm, CreateWorkItem
 from loops.organize.party import getPersonForUser
 from loops.util import _
 
 
+template = ViewPageTemplateFile('knowledge_macros.pt')
+knowledge_macros = template.macros
+
+
 actions.register('createTopic', 'portlet', DialogAction,
         title=_(u'Create Topic...'),
         description=_(u'Create a new topic.'),
@@ -54,10 +58,19 @@ actions.register('editTopic', 'portlet', DialogAction,
         dialogName='editTopic',
 )
 
+actions.register('createQualification', 'portlet', DialogAction,
+        title=_(u'Create Qualification Record...'),
+        description=_(u'Create a work item for this person.'),
+        viewName='create_qualification.html',
+        dialogName='createQualification',
+        prerequisites=['registerDojoDateWidget', 'registerDojoNumberWidget',
+                       'registerDojoTextarea'],
+)
+
 
 class MyKnowledge(ConceptView):
 
-    template = ViewPageTemplateFile('knowledge_macros.pt')
+    template = template
 
     @Lazy
     def macro(self):
@@ -90,9 +103,30 @@ class MyKnowledge(ConceptView):
 
 class Candidates(ConceptView):
 
-    template = ViewPageTemplateFile('knowledge_macros.pt')
+    template = template
 
     @Lazy
     def macro(self):
         return self.template.macros['requirement_candidates']
 
+
+# qualification stuff
+
+class PersonQualificationView(ResultsConceptView):
+
+    pass
+
+
+class CreateQualificationRecordForm(CreateWorkItemForm):
+
+    macros = knowledge_macros
+
+    @Lazy
+    def macro(self):
+        return self.macros['create_qualification']
+
+
+class CreateQualificationRecord(CreateWorkItem):
+
+    pass
+
diff --git a/knowledge/configure.zcml b/knowledge/configure.zcml
index 5b3a3c4..2552184 100644
--- a/knowledge/configure.zcml
+++ b/knowledge/configure.zcml
@@ -66,6 +66,22 @@
              interface="cybertools.knowledge.interfaces.IKnowledgeProvider" />
   </zope:class>
 
+  <!-- records -->
+
+  <zope:class class="loops.knowledge.qualification.QualificationRecord">
+    <require permission="zope.View"
+             interface="loops.knowledge.interfaces.IQualificationRecord" />
+    <require permission="zope.ManageContent"
+             set_schema="loops.knowledge.interfaces.IQualificationRecord" />
+  </zope:class>
+
+  <zope:adapter factory="loops.knowledge.qualification.QualificationRecords"
+                provides="loops.knowledge.interfaces.IQualificationRecords" />
+
+  <zope:utility factory="loops.knowledge.qualification.qualificationStates"
+           provides="cybertools.stateful.interfaces.IStatesDefinition"
+           name="knowledge.qualification" />
+
   <!-- views -->
 
   <zope:adapter
@@ -88,9 +104,6 @@
 
   <zope:adapter factory="loops.knowledge.schema.PersonSchemaFactory" />
 
-  <zope:adapter factory="loops.knowledge.setup.SetupManager"
-                name="knowledge" />
-
   <!-- sub-packages -->
 
   <include package=".glossary" />
diff --git a/knowledge/data/loops_knowledge_de.dmp b/knowledge/data/loops_knowledge_de.dmp
new file mode 100644
index 0000000..2ca69b4
--- /dev/null
+++ b/knowledge/data/loops_knowledge_de.dmp
@@ -0,0 +1,44 @@
+type(u'competence', u'Competence', viewName=u'', 
+    typeInterface=u'', options=u'action.portlet:edit_concept')
+type(u'person', u'Person', viewName=u'', 
+    typeInterface=u'loops.knowledge.interfaces.IPerson', 
+    options=u'action.portlet:editPerson')
+type(u'task', u'Aufgabe', viewName=u'', 
+    typeInterface=u'loops.knowledge.interfaces.ITask', 
+    options=u'action.portlet:createTopic,editTopic')
+type(u'topic', u'Thema', viewName=u'', 
+    typeInterface=u'loops.knowledge.interfaces.ITopic', 
+    options=u'action.portlet:createTopic,editTopic')
+type(u'training', u'Schulung', viewName=u'', 
+    typeInterface=u'loops.organize.interfaces.ITask', 
+    options=u'action.portlet:create_subtype,edit_concept')
+
+concept(u'general', u'Allgemein', u'domain')
+concept(u'system', u'System', u'domain')
+
+# predicates
+concept(u'depends', u'depends', u'predicate')
+concept(u'knows', u'knows', u'predicate')
+concept(u'provides', u'provides', u'predicate')
+concept(u'requires', u'requires', u'predicate')
+
+concept(u'issubtype', u'is Subtype', u'predicate', options=u'hide_children',
+    predicateInterface='loops.interfaces.IIsSubtype')
+
+# structure
+child(u'competence', u'general', u'standard')
+child(u'depends', u'general', u'standard')
+child(u'knows', u'general', u'standard')
+child(u'person', u'general', u'standard')
+child(u'provides', u'general', u'standard')
+child(u'requires', u'general', u'standard')
+child(u'task', u'general', u'standard')
+child(u'topic', u'general', u'standard')
+child(u'training', u'general', u'standard')
+
+child(u'issubtype', u'system', u'standard')
+
+child(u'training', u'competence', u'issubtype', usePredicate=u'provides')
+
+# records
+records(u'qualification', u'loops.knowledge.qualification.QualificationRecord')
diff --git a/knowledge/interfaces.py b/knowledge/interfaces.py
index 7176ab5..f1aef6b 100644
--- a/knowledge/interfaces.py
+++ b/knowledge/interfaces.py
@@ -1,5 +1,5 @@
 #
-#  Copyright (c) 2011 Helmut Merz helmutm@cy55.de
+#  Copyright (c) 2012 Helmut Merz helmutm@cy55.de
 #
 #  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
@@ -18,8 +18,6 @@
 
 """
 Interfaces for knowledge management and elearning with loops.
-
-$Id$
 """
 
 from zope.interface import Interface, Attribute
@@ -29,6 +27,7 @@ from zope.security.proxy import removeSecurityProxy
 
 from cybertools.knowledge.interfaces import IKnowing, IRequirementProfile
 from cybertools.knowledge.interfaces import IKnowledgeElement
+from cybertools.organize.interfaces import IWorkItem, IWorkItems
 from loops.interfaces import IConceptSchema, ILoopsAdapter
 from loops.organize.interfaces import IPerson as IBasePerson
 from loops.organize.interfaces import ITask as IBaseTask
@@ -63,3 +62,13 @@ class ITopic(IConceptSchema, IKnowledgeElement, ILoopsAdapter):
     """ Just a topic, some general classification concept.
     """
 
+
+class IQualificationRecord(IWorkItem):
+    """ Records needs for qualification (acqusition of competence)
+        and corresponding participations in training events etc.
+    """
+
+
+class IQualificationRecords(IWorkItems):
+    """ Container for qualification records.
+    """
diff --git a/knowledge/knowledge.py b/knowledge/knowledge.py
index 80b42ba..e65cb9b 100644
--- a/knowledge/knowledge.py
+++ b/knowledge/knowledge.py
@@ -1,5 +1,5 @@
 #
-#  Copyright (c) 2007 Helmut Merz helmutm@cy55.de
+#  Copyright (c) 2012 Helmut Merz helmutm@cy55.de
 #
 #  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
@@ -19,8 +19,6 @@
 """
 Adapters for IConcept providing interfaces from the
 cybertools.knowledge package.
-
-$Id$
 """
 
 from zope import interface, component
diff --git a/knowledge/knowledge_macros.pt b/knowledge/knowledge_macros.pt
index 1a8f660..5d12f77 100644
--- a/knowledge/knowledge_macros.pt
+++ b/knowledge/knowledge_macros.pt
@@ -57,4 +57,19 @@
 </metal:candidates>
 
 
+<!-- forms -->
+
+<metal:block define-macro="create_qualification">
+    <form method="post" id="addQualification_form" class="dialog"
+          dojoType="dijit.form.Form">
+      <div class="buttons">
+        <input value="Save" type="submit"
+               i18n:attributes="value">
+        <input type="button" value="Cancel"
+               onClick="return closeDialog(false)"
+               i18n:attributes="value"></div>
+    </form>
+</metal:block>
+
+
 </html>
diff --git a/knowledge/qualification.py b/knowledge/qualification.py
new file mode 100644
index 0000000..62b115e
--- /dev/null
+++ b/knowledge/qualification.py
@@ -0,0 +1,96 @@
+#
+#  Copyright (c) 2012 Helmut Merz helmutm@cy55.de
+#
+#  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.
+#
+#  You should have received a copy of the GNU General Public License
+#  along with this program; if not, write to the Free Software
+#  Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA  02111-1307  USA
+#
+
+"""
+Controlling qualification activities of persons.
+
+Central part of CCM competence and certification management framework.
+"""
+
+from zope.component import adapts
+from zope.interface import implementer, implements
+
+from cybertools.stateful.base import Stateful
+from cybertools.stateful.definition import StatesDefinition
+from cybertools.stateful.definition import State, Transition
+from cybertools.stateful.interfaces import IStatesDefinition
+from cybertools.tracking.interfaces import ITrackingStorage
+from loops.knowledge.interfaces import IQualificationRecord, \
+            IQualificationRecords
+from loops.organize.work.base import WorkItem, WorkItems
+
+
+@implementer(IStatesDefinition)
+def qualificationStates():
+    return StatesDefinition('qualification',
+        State('open', 'open',
+              ('register', 'pass', 'fail', 'cancel', 'modify'),
+              color='red'),
+        State('registered', 'registered',
+              ('register', 'pass', 'fail', 'unregister', 'cancel', 'modify'),
+              color='yellow'),
+        State('passed', 'passed',
+              ('cancel', 'close', 'modify', 'open', 'expire'),
+              color='green'),
+        State('failed', 'failed',
+              ('register', 'cancel', 'modify', 'open'),
+              color='green'),
+        State('expired', 'expired',
+              ('register', 'cancel', 'modify', 'open'),
+              color='red'),
+        State('cancelled', 'cancelled', ('modify', 'open'),
+              color='grey'),
+        State('closed', 'closed', ('modify', 'open'),
+              color='lightblue'),
+        # not directly reachable states:
+        State('open_x', 'open', ('modify',), color='red'),
+        State('registered_x', 'registered', ('modify',), color='yellow'),
+        # transitions:
+        Transition('register', 'register', 'registered'),
+        Transition('pass', 'pass', 'passed'),
+        Transition('fail', 'fail', 'failed'),
+        Transition('unregister', 'unregister', 'open'),
+        Transition('cancel', 'cancel', 'cancelled'),
+        Transition('close', 'close', 'closed'),
+        Transition('open', 'open', 'open'),
+        initialState='open')
+
+
+class QualificationRecord(WorkItem):
+
+    implements(IQualificationRecord)
+
+    typeName = 'QualificationRecord'
+    typeInterface = IQualificationRecord
+    statesDefinition = 'knowledge.qualification'
+
+    def doAction(self, action, userName, **kw):
+        new = self.createNew(action, userName, **kw)
+        new.userName = self.userName
+        new.doTransition(action)
+        new.reindex()
+        return new
+
+
+class QualificationRecords(WorkItems):
+    """ A tracking storage adapter managing qualification records.
+    """
+
+    implements(IQualificationRecords)
+    adapts(ITrackingStorage)
+
diff --git a/knowledge/setup.py b/knowledge/setup.py
deleted file mode 100644
index 3bbd5e0..0000000
--- a/knowledge/setup.py
+++ /dev/null
@@ -1,61 +0,0 @@
-#
-#  Copyright (c) 2006 Helmut Merz helmutm@cy55.de
-#
-#  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.
-#
-#  You should have received a copy of the GNU General Public License
-#  along with this program; if not, write to the Free Software
-#  Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA  02111-1307  USA
-#
-
-"""
-Automatic setup of a loops site for the organize package.
-
-$Id$
-"""
-
-from zope.component import adapts
-from zope.interface import implements, Interface
-
-from cybertools.knowledge.interfaces import IKnowledgeElement
-from loops.concept import Concept
-from loops.interfaces import ITypeConcept
-from loops.knowledge.interfaces import IPerson, ITask, ITopic
-from loops.setup import SetupManager as BaseSetupManager
-
-
-class SetupManager(BaseSetupManager):
-
-    def setup(self):
-        concepts = self.context.getConceptManager()
-        type = concepts.getTypeConcept()
-        predicate = concepts['predicate']
-        # type concepts:
-        person = self.addObject(concepts, Concept, 'person', title=u'Person',
-                        conceptType=type)
-        ITypeConcept(person).typeInterface = IPerson # this may override other packages!
-        topic = self.addObject(concepts, Concept, 'topic', title=u'Topic',
-                        conceptType=type)
-        ITypeConcept(topic).typeInterface = ITopic
-        task = self.addObject(concepts, Concept, 'task', title=u'Task',
-                        conceptType=type)
-        ITypeConcept(task).typeInterface = ITask
-        # predicates:
-        depends = self.addObject(concepts, Concept, 'depends', title=u'depends',
-                        conceptType=predicate)
-        knows = self.addObject(concepts, Concept, 'knows', title=u'knows',
-                        conceptType=predicate)
-        requires = self.addObject(concepts, Concept, 'requires', title=u'requires',
-                        conceptType=predicate)
-        provides = self.addObject(concepts, Concept, 'provides', title=u'provides',
-                        conceptType=predicate)
-
-
diff --git a/knowledge/tests.py b/knowledge/tests.py
index 888ff78..baa95b0 100755
--- a/knowledge/tests.py
+++ b/knowledge/tests.py
@@ -1,10 +1,18 @@
-# $Id$
+# tests.py - loops.knowledge package
 
+import os
 import unittest, doctest
 from zope.testing.doctestunit import DocFileSuite
 from zope.app.testing import ztapi
 from zope.interface.verify import verifyClass
 from loops.organize.party import Person
+from loops.setup import importData as baseImportData
+
+
+def importData(loopsRoot):
+    importPath = os.path.join(os.path.dirname(__file__), 'data')
+    baseImportData(loopsRoot, importPath, 'loops_knowledge_de.dmp')
+
 
 class Test(unittest.TestCase):
     "Basic tests for the knowledge sub-package."
diff --git a/organize/README.txt b/organize/README.txt
index 9be3fe0..09431c0 100644
--- a/organize/README.txt
+++ b/organize/README.txt
@@ -260,7 +260,7 @@ Automatic security settings on persons
 
   >>> from zope.traversing.api import getName
   >>> list(sorted(getName(c) for c in concepts['person'].getChildren()))
-  [u'jim', u'john', u'martha', u'person.newuser']
+  [u'general', u'jim', u'john', u'martha', u'person.newuser']
 
 Person objects that have a user assigned to them receive this user
 (principal) as their owner.
@@ -358,7 +358,7 @@ Task view with edit action
   >>> from loops.organize.browser.task import TaskView
   >>> view = TaskView(task01, TestRequest())
   >>> list(view.getActions('portlet'))
-  []
+  [...]
 
 OK, the action is not provided automatically any more by the TaskView
 but has to be entered as a type option.
@@ -404,7 +404,7 @@ Send Email to Members
   >>> form.subject
   u"loops Notification from '$site'"
   >>> form.mailBody
-  u'\n\nEvent #1\nhttp://127.0.0.1/loops/views/menu/.97\n\n'
+  u'\n\nEvent #1\nhttp://127.0.0.1/loops/views/menu/.116\n\n'
 
 
 Show Presence of Other Users
diff --git a/system/sync/README.txt b/system/sync/README.txt
index 640eef9..c18c601 100644
--- a/system/sync/README.txt
+++ b/system/sync/README.txt
@@ -18,7 +18,7 @@ Let's set up a loops site with basic and example concepts and resources.
   >>> concepts, resources, views = t.setup()
   >>> loopsRoot = site['loops']
   >>> len(concepts), len(resources), len(views)
-  (30, 3, 1)
+  (34, 3, 1)
 
   >>> from cybertools.tracking.btree import TrackingStorage
   >>> from loops.system.job import JobRecord
diff --git a/versioning/README.txt b/versioning/README.txt
index 244210f..a50d7fb 100644
--- a/versioning/README.txt
+++ b/versioning/README.txt
@@ -26,14 +26,12 @@ configuration):
   >>> t = TestSite(site)
   >>> concepts, resources, views = t.setup()
 
-  >>> #sorted(concepts)
-  >>> #sorted(resources)
-  >>> len(concepts) + len(resources)
-  23
-
   >>> loopsRoot = site['loops']
   >>> loopsRoot.options = ['useVersioning']
 
+  >>> len(concepts) + len(resources)
+  16
+
 
 Version Information
 ===================
diff --git a/versioning/testsetup.py b/versioning/testsetup.py
index be4463b..3c07a18 100644
--- a/versioning/testsetup.py
+++ b/versioning/testsetup.py
@@ -33,7 +33,7 @@ from loops.config.base import LoopsOptions
 from loops.interfaces import ILoopsObject, IConcept
 from loops.resource import Resource
 from loops.resource import IndexAttributes as ResourceIndexAttributes
-from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
+#from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
 from loops.setup import SetupManager, addObject
 from loops.type import ConceptType, ResourceType, TypeConcept
 from loops.versioning.versionable import cleanupVersions
@@ -74,7 +74,7 @@ class TestSite(object):
 
         loopsRoot = site['loops'] = Loops()
 
-        component.provideAdapter(KnowledgeSetupManager, name='knowledge')
+        #component.provideAdapter(KnowledgeSetupManager, name='knowledge')
         setup = SetupManager(loopsRoot)
         concepts, resources, views = setup.setup()
 
diff --git a/xmlrpc/README.txt b/xmlrpc/README.txt
index ccd907d..005e192 100755
--- a/xmlrpc/README.txt
+++ b/xmlrpc/README.txt
@@ -21,8 +21,6 @@ ZCML setup):
   >>> from loops.setup import addObject
   >>> from loops.organize.setup import SetupManager as OrganizeSetupManager
   >>> component.provideAdapter(OrganizeSetupManager, name='organize')
-  >>> from loops.knowledge.setup import SetupManager as KnowledgeSetupManager
-  >>> component.provideAdapter(KnowledgeSetupManager, name='knowledge')
   >>> from loops.tests.setup import TestSite
   >>> t = TestSite(site)
   >>> concepts, resources, views = t.setup()
@@ -31,10 +29,13 @@ ZCML setup):
   >>> loopsRoot = site['loops']
   >>> loopsId = util.getUidForObject(loopsRoot)
 
+  >>> from loops.knowledge.tests import importData
+  >>> importData(loopsRoot)
+
 Let's look what setup has provided us with:
 
   >>> len(concepts)
-  18
+  23
 
 Now let's add a few more concepts:
 
@@ -71,10 +72,11 @@ note that the 'hasType' predicate is not shown as it should not be
 applied in an explicit assignment.
 
   >>> sorted(t['name'] for t in xrf.getConceptTypes())
-  [u'customer', u'domain', u'file', u'note', u'person', u'predicate',
-   u'task', u'textdocument', u'topic', u'type']
+  [u'competence', u'customer', u'domain', u'file', u'note', u'person', 
+   u'predicate', u'task', u'textdocument', u'topic', u'training', u'type']
   >>> sorted(t['name'] for t in xrf.getPredicates())
-  [u'depends', u'knows', u'ownedby', u'provides', u'requires', u'standard']
+  [u'depends', u'issubtype', u'knows', u'ownedby', u'provides', u'requires', 
+   u'standard']
 
 We can also retrieve a certain object by its id or its name:
 
@@ -93,8 +95,8 @@ All methods that retrieve one object also returns its children and parents:
   >>> ch[0]['name']
   u'hasType'
   >>> sorted(c['name'] for c in ch[0]['objects'])
-  [u'customer', u'domain', u'file', u'note', u'person', u'predicate',
-   u'task', u'textdocument', u'topic', u'type']
+  [u'competence', u'customer', u'domain', u'file', u'note', u'person', 
+   u'predicate', u'task', u'textdocument', u'topic', u'training', u'type']
 
   >>> pa = defaultPred['parents']
   >>> len(pa)
@@ -112,8 +114,8 @@ We can also retrieve children and parents explicitely:
   >>> ch[0]['name']
   u'hasType'
   >>> sorted(c['name'] for c in ch[0]['objects'])
-  [u'customer', u'domain', u'file', u'note', u'person', u'predicate',
-   u'task', u'textdocument', u'topic', u'type']
+  [u'competence', u'customer', u'domain', u'file', u'note', u'person', 
+   u'predicate', u'task', u'textdocument', u'topic', u'training', u'type']
 
   >>> pa = xrf.getParents('6')
   >>> len(pa)
@@ -172,14 +174,14 @@ Updating the concept map
 
   >>> topicId = xrf.getObjectByName('topic')['id']
   >>> xrf.createConcept(topicId, u'zope2', u'Zope 2')
-  {'description': u'', 'title': u'Zope 2', 'type': '22', 'id': '54',
+  {'description': u'', 'title': u'Zope 2', 'type': '36', 'id': '75',
    'name': u'zope2'}
 
 The name of the concept is checked by a name chooser; if the corresponding
 parameter is empty, the name will be generated from the title.
 
   >>> xrf.createConcept(topicId, u'', u'Python')
-  {'description': u'', 'title': u'Python', 'type': '22', 'id': '56',
+  {'description': u'', 'title': u'Python', 'type': '36', 'id': '77',
    'name': u'python'}
 
 If we try to deassign a ``hasType`` relation nothing will happen; a