Content Editing & Admin in Drupal 7

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In Content Editing and Administration, you’ll get an overview of how to manage content in Drupal 7 in different situations. Each Drupal site is unique and requires a different amount of customization. The entire content administration experience in Drupal can be completely modified to suit your needs. Heather James, Manager of Learning Services at Acquia, will show you what the basic site administration experience looks like out of the box. She will also take a look at the administration experience looks like on a more robust site with a number of customizations. By the end of the class you’ll learn key terminology to speak to your developer team and some tips and tricks for making the most of your site. In this webinar you will learn about: - Content administration basics including adding and tagging content - The difference between content editing forms, webforms and contact forms - Searching for and locating specific content - Customizations you may encounter and those you can request

Transcript

HELLO!

Heather James

@learningdrupal

Manager of Trainingat Acquia

2Wednesday, June 26, 2013

COMPARING DRUPAL

3Wednesday, June 26, 2013

Content first!

4Wednesday, June 26, 2013

5Wednesday, June 26, 2013

Drupal can be...

• Main web prescence

• News hub

• Central event info and media

• A community

• Petition collector

6Wednesday, June 26, 2013

What is the point?

7Wednesday, June 26, 2013

Content defines the site

Article

Content title

Travel guide

Content title

Tips

Content title

Article content. A small river named Duden flows by their place and supplies it with the necessary regelialia.

tags tags tags

Tips content. This is a great way to pack your bags.

This is a guide. The best place to start is here. Then you can go there and further.

What to pack

Job posting

Job title

Where is it?

This is a job description. This is what we're looking for.

Terms of employment

Companyname

8Wednesday, June 26, 2013

Content is (still) king

http://shop.oreilly.com/product/9781937434199.do

• Content creation should be a core strategic business activity

• Content is intellectual property

• Hidden assets!

• Identify, Organize, Manage, Leverage it

9Wednesday, June 26, 2013

Content drives sales

• Sales begins before you contact clients

• Videos

• Infographics

• Quizzes

• Trend reports

• Case studies... etc

http://jess3.com/eloqua-content-grid-v2/10Wednesday, June 26, 2013

Other systems are structure first

11Wednesday, June 26, 2013

Example: Expression Engine

12Wednesday, June 26, 2013

Example: Typo3

Page added “into” site structure

13Wednesday, June 26, 2013

Structure first

(Possible in Drupal, just not the default!)

Page layout templates

14Wednesday, June 26, 2013

Page structure and placement

BEFORE content

15Wednesday, June 26, 2013

Ordering content in lists

Arbitrary ordering of

content in lists

(Possible in Drupal, just not the default!)16Wednesday, June 26, 2013

Media added to content

Media added to content

Access control per-content item

(Possible in Drupal, just not the default!)17Wednesday, June 26, 2013

“Page” level permission

(Possible in Drupal, just not the default!)18Wednesday, June 26, 2013

Menu placement = Path

19Wednesday, June 26, 2013

Appearance v display

http://webstyleguide.com/wsg3/5-site-structure/3-site-file-structure.html20Wednesday, June 26, 2013

Drupal is content first

21Wednesday, June 26, 2013

What you may be thinking

example.com news

aboutmasthead

politicssports

contactYour mental

site map

22Wednesday, June 26, 2013

Drupal holds dataArticles Users

Pages Comments

““

Terms

23Wednesday, June 26, 2013

Googlehttp://domain.com

Web Page Title

Structure first approach?Googlehttp://domain.com

Web Page Title

Front page Full page

?

24Wednesday, June 26, 2013

Different conditionsGooglehttp://domain.com

Web Page Title

Googlehttp://domain.com

Web Page Title

Full pageFront page

25Wednesday, June 26, 2013

Two different conditions

Googlehttp://domain.com

Web Page Title

Googlehttp://domain.com

Web Page Title

26Wednesday, June 26, 2013

Structured content

In HTML:

Body textTags

LocationMedia (video,

images)

Title

Image upload

Title

Location

Tags

Body text

Compare

27Wednesday, June 26, 2013

What to display?

Image

Title

Location

Tags

Body text

Author

Date

Googlehttp://domain.com

Web Page Title

Show 2 most recent.Image as square thumbnail. Body text up to 100 words

28Wednesday, June 26, 2013

Show author and date?

Googlehttp://domain.com

Web Page Title

Image

Title

Location

Tags

Body text

Author

Date

Show 9 per page with pagination.Image as thumbnail. Author link to profile. Short date.

29Wednesday, June 26, 2013

UNDERSTANDING DRUPAL

From a content admin’s perspective

31Wednesday, June 26, 2013

Drupal 7 administration tour

32Wednesday, June 26, 2013

Admin tour

• Your site might look very different

33Wednesday, June 26, 2013

Content editing

34Wednesday, June 26, 2013

Customized client UX

Workbench

Admin with Rubik theme35Wednesday, June 26, 2013

Demo: Login different role

• Login as “user/1” - Sometimes called superuser, or admin.

• Login as another user role.

• Compare!

36Wednesday, June 26, 2013

Trick: Logging in!

• Go to /user on your site

• Such as http://opensource.com/user

• Here you will find the login

37Wednesday, June 26, 2013

Simple changes

• Anyone with “editor” role does not see the site with an administration theme (visual design)

38Wednesday, June 26, 2013

Demo: Edit a block

Try this...39Wednesday, June 26, 2013

Content types

40Wednesday, June 26, 2013

About content types

• Content types have basic settings.

• Simple version control (revisions).

• Adding fields extends and customized the content type

News article

Lead image

Topic

Event

Generic plus:

Topic

Date of event

Generic content type

Title

Author

Date published

Comments?

Menu option?

Generic plus:

41Wednesday, June 26, 2013

Demo: Add content

• Add an article.

• Compare the two content type forms.

• What defaults were set?

• How will these display under different conditions?

42Wednesday, June 26, 2013

Trick! node/add

• Not sure how to add content to your site or what is available? Try /node/add at the end of your address

• Example at opensource.com - Allows anonymous users to add content

43Wednesday, June 26, 2013

Permission to add content

• Only if enabled for a user “role”

44Wednesday, June 26, 2013

Adding to menus

• May not be available to all users

• Is configured per-content type

45Wednesday, June 26, 2013

Demo: Add more content

• Add a Basic page.

• Add Page to a menu.

• Compare the two content type forms.

• What defaults were set?

• How will these display under different conditions?

46Wednesday, June 26, 2013

Define content

47Wednesday, June 26, 2013

Your site content

• Moderated interaction?

• User generated content?

• Managed publishing workflow?

• Editor only content?

Seiichi Kusunoki - Visual Maintenance (cc) By Attribution via Flickrhttp://www.flickr.com/photos/67975747@N02/8480910015/

48Wednesday, June 26, 2013

Why content types

Unstructured text field Full page display is ok... but...

49Wednesday, June 26, 2013

Other displays?

50Wednesday, June 26, 2013

Fields

• Datatype: Numerical? Date? Text?

• Input widget: Radio button, text field? Validators.

• Display: Full text? Image resize?

51Wednesday, June 26, 2013

Example: OpenSource.com

52Wednesday, June 26, 2013

Content display

Teaser Full post

53Wednesday, June 26, 2013

Generated lists

54Wednesday, June 26, 2013

Demo: Add more content

• Add a Basic page.

• Add Page to a menu.

• Compare the two content type forms.

• What defaults were set? What fields?

• How will these display under different conditions?

55Wednesday, June 26, 2013

Content type defaults

1

2

3

56Wednesday, June 26, 2013

WYSIWYG and rich text editors

57Wednesday, June 26, 2013

Default Drupal

• Highly secure. Yay!

• Not user friendly. Boo.

58Wednesday, June 26, 2013

WYSIWYG

59Wednesday, June 26, 2013

Text input

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancel

60Wednesday, June 26, 2013

Text formats

Text format

Filter text input.

Remove all scripts.

Clean HTML output.

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancelanonymoususer/0 administrator

61Wednesday, June 26, 2013

Output

Output

Ha ha! Joke's on you!

Text format

Filter text input.

Remove all scripts.

Clean HTML output.

Input form

Ha ha! Joke's on you!<script type="text/javascript">some malicious script</script>

Save or Cancel

62Wednesday, June 26, 2013

Media handling

• Added as “fields”

• Inline media

• Embed videos

• Embed images

63Wednesday, June 26, 2013

Image handling

Example a. Example b. Example c.

64Wednesday, June 26, 2013

Managing content

65Wednesday, June 26, 2013

Managing content

• Content editors have lots of responsibilities

• Manage new content

• Incorporate feedback

• Ownership

66Wednesday, June 26, 2013

Workbench

• Special add-on to Drupal

67Wednesday, June 26, 2013

Customized Admin Pages

• Likely your site will have a customized adminstration pages.

• Content, comments, users, etc.

68Wednesday, June 26, 2013

Customized Admin Pages

Bulk editing

Special search and sorting

69Wednesday, June 26, 2013

Revisions

• Enabled for selected content types

• Only visible to selected user roles

70Wednesday, June 26, 2013

Revisions

• Depends on whether it’s configured or not.

71Wednesday, June 26, 2013

Demo: Compare

• Compare administration pages

• Content

• Users

• Comments

• ... depends on what you have access to control

72Wednesday, June 26, 2013

SITE STRUCTURE

73Wednesday, June 26, 2013

Anatomy of a Drupal page

74Wednesday, June 26, 2013

Page model in Drupal

Page

75Wednesday, June 26, 2013

Templates pull in regions defined in theme

Page

Sidebar

Footer

Header

Content

Help

76Wednesday, June 26, 2013

Blocks are assigned to regions

Page

Sidebar

Footer

Header

Content

User login

Powered by Drupal

Main page content

Search

Help

Whoʼs new

77Wednesday, June 26, 2013

Menus can also be arranged as blocks

Page

Sidebar

Footer

Header

Content

User login

Main menu

Powered by Drupal

Main page content

Search

Help

Whoʼs new

78Wednesday, June 26, 2013

Pages are assembled

79Wednesday, June 26, 2013

1

3

5

2

4

80Wednesday, June 26, 2013

Example: Selecting fields21

Full page has all the content

User profile

3 Block shows select fields

81Wednesday, June 26, 2013

Example: Poll module

1

2

Create the poll

Place the block

82Wednesday, June 26, 2013

Tools you might see

• Panels

• Drag and drop layout

• Context

• Uses page conditions to decide what to display

83Wednesday, June 26, 2013

Organizing content

84Wednesday, June 26, 2013

Example paths

• Paths can be set automatically..

• node/7

• user/3

• Totally custom

• path/to/something

• Or use patterns

• news/europe/title

• chef/jamie-oliverDecided at time of development

85Wednesday, June 26, 2013

Menus

• Controlled navigation

• Usually done at development time

• Static links

• Enabled

• Disabled

• Nested

• Drop-down (controlled in design)

86Wednesday, June 26, 2013

Taxonomy fields

Taxonomy

TermVocabulary

Term

Term

Vocabulary

Terms

Child term

Child term

VanillaFlavor

ChocolateVocabulary

Terms

87Wednesday, June 26, 2013

88Wednesday, June 26, 2013

Demo: Site structure

• Add a taxonomy term to content

• Change path of existing content

• Add item to the menu

• Show: Acquia “Primary channel” dropdown.

89Wednesday, June 26, 2013

MAKING IT BETTER!

90Wednesday, June 26, 2013

Customize the experience

• WYSIWYG

• “Save draft” buttons

• Custom admin menus

• Custom content lists

91Wednesday, June 26, 2013

Rosetta stones for users

• Give users some help as they learn

Wordpress Drupal(use WP query in template) Views module

Plugin ModulePost types Content types

Posts NodesSidebars RegionsWidgets Blocks

WordPress SEO Meta tags module

92Wednesday, June 26, 2013

Rosetta stones for users

• Easy to get terms confused

Joomla DrupalComponent Module

Introtext TeaserMaintext Body

Mambot/Plugin Text filterMenu-horizontal Main menu

Module BlockSEF Clean URLs / Pathauto

Static Content Page

93Wednesday, June 26, 2013

Mollom for moderation

94Wednesday, June 26, 2013

Moderating content

Flag module

95Wednesday, June 26, 2013

Build in training

• Demo functionality to stakeholders

• Record demos at key milestone meetings.

• Get content editors involved at the earliest stages so they learn incrementally.

• Testing and learning at the same time.

96Wednesday, June 26, 2013

Documentation

• Create a central repository for project documentation, gather as you go along.

• Improve inline documentation.

• Content entry screen “help text”.

97Wednesday, June 26, 2013

Customize content admin training

acquia.com/training/contact

98Wednesday, June 26, 2013

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