For the love of the content editors – jam's Drupal Camp session by Pamela Barone
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Transcript of For the love of the content editors – jam's Drupal Camp session by Pamela Barone
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For the love of the content editors
By Pamela Barone@pameeela
May 15, 2014
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Build better websites and get happier clients by
showing some love for the content editors!
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Client PM
Content editors
Developers
?
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Who are these people?
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These people:• Don’t have much
web experience• Are easily
confused and lack confidence
• Perform tasks very slowly and carefully
These people:• Are quick to learn
new systems• Understand
complex user interfaces
• Perform tasks quickly and look for efficiencies
Not technical
Highly technic
alCMS skill level
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These people:• Have a lot of other
things to do besides update the website
• Rarely log in• Get frustrated
when they can’t remember how to do stuff
These people:• Spend most of the
day using the CMS
• Perform the same tasks over and over
• Get frustrated with inefficiency
Almost never
Almost alwaysCMS use level
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Or, what’s in it for me?
Content editors and you
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(Insert horror story here)
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‘It works’ is not enough for a CMS.
Ease of use / Efficiency
Value
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If they hate to use it, they
won’t use it
(And they will say bad things about
you)
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Client PM
Content editors
Developers
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Why don’t we always do it?
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At the end, it’s too late
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So let’s start at the beginning
by building usability into the process
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http://www.wunderkraut.com/sites/wunderkraut.com/files/field_ns_blog_post_attach/captaindrupal_flying.png
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Tip #1: Don’t settle for core!
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http://blog.amazeelabs.com/en/periodic-table-drupal-modules-infographic
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Recommended modules1. Views Bulk Operations with
Administration views2. Administration menu3. WYSIWYG4. LinkIt5. Login destination6. Admin theme - Shiny
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1. VBO with Administration Views
Drupal core:• Two options for
filtering• Clunky to use (one
at a time)• No keyword search
VBO Admin view:• Title search• Better filters• Add your own filters!
admin/content
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VBO with Administration Views
admin/people
Drupal core:• More clunky filters• Filter by permission??• No additional options
VBO admin views:• Username, email
search• Filter by role• Add your own
filters!
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Bulk operations?
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2. Administration menu
(Comes with Administration Menu Toolbar Style)
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With some basic options enabled
3. WYSIWYG
Including Spell Check As You Type!
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4. LinkIt
Embedding internal links without LinkIt:1. Open a new window2. Find the page you want to link to3. Copy node ID (ideally) or path alias4. Create a regular hyperlink
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LinkIt
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5. Login destination
Default login: user profile page
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Login destination
Pick a better page!
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6. Shiny admin theme
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Tip #2: Ask questions
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Ask questions – any questions●What is the typical content workflow?●What are the biggest pain points in the
current process?●What do you love or hate about your
current CMS?
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Tip #3: Naming things is hard – so make a
plan for it!
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Naming things is hard
●Leverage existing terminology ●Establish consistent labels for content
types and fields○Teaser: Brief description of this item that
appears on other pages that reference this item
○Intro: Brief description of the item that appears on the top of this page above the main content
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2 3
1 1.Title2.Thumbnail: Image
that appears on index pages
3.Teaser: Text that appears on index pages
4.Feature image: Image that appears at the top of the page underneath the title
5.Author6.Intro: Text that
appears before the body
7.Body: The main page contents
1
5
6
7
4
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Tip #4: Help text is your greatest
weapon
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Write good help text
• Good help text should:○describe where the field output will
appear○answer any obvious questions○list any limitations or requirements
●Bad help text:○provides no additional information○provides confusing information○does not provide information that is
required to understand how to use this field
○is often worse than no help text
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Bad: No additional information
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Bad: Confusing information
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From bad to good
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From good to great
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Using features for config?
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Bonus!
Writing help text can highlight problems
Copy and paste to create how-to guides
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Tip #5: Contextual links – Drupal FTW
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In-place administration
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Tip #5a: Custom contextual links –
there’s a module for that
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Without custom links
1. Click Edit2. Scroll down and
click publishing options tab
3. Untick promote4. Save
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With custom links
1. Click Remove content from front page
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More custom links
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Tip #6: Use common sense
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1
3
2 1
2
3
Field order matches display
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3
2
1
4
5
1
2
5
3
4
But not anymore
:(
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Simplify!
Don’t need
Doesn’t work
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Tip #7: You build it, you try it
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●Have you tried it?
http://www.flickr.com/photos/briandewitt/2391424578/
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Build it into your process1. Set up a base build with contrib2. Ask questions 3. Name things well4. Write good help text5. Use contextual links and make custom
ones6. Don’t forget about common sense7. Peer review pays dividends
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It will only get better! And easier!
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Content editors are the most important users of
your website(Jeff Eaton says so)