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Prevent Drupal Headaches!

CONTENT TYPE
CHECKLIST

Wednesday, January 22, 14

1
training.acquia.com/events

Wednesday, January 22, 14

2
Who is this for?
•

Moving from another
CMS

•

You’re planning a
new Drupal site

•

You inherited a new
Drupal site and ...
In this presentation...
• The basics of content types
• Beware the defaults!
• The big problem: Content Architecture
• A fi...
Not in this presentation...
• Views display
• File field
• Image fields and WYSIWYG
• Drupal 8 content modeling
• Improving ...
Site Building Checklist
• With Suzanne of Evolving Web
• Site Building Checklist (slides)

Wednesday, January 22, 14

6
Future friendly content
• KAREN MCGRANE - Keynote, DrupalCon
portland2013.drupal.org/keynote/karen-mcgrane
(24:20 mins in)...
Content admins are important
• Slides: “Content Administrators are Users

Too” Karen McGrane and Jeff Eaton
slideshare.net/...
The basics!

Wednesday, January 22, 14

9
What is a content type?
A “content type”

Wednesday, January 22, 14

A “node”

10
Assembling
• A typical Drupal “page” is made up of

assembling components from content types,
fields, blocks, views, panels...
Content types
Article

Instruction manual

Tips

Content title

Content title

Content title

This is a guide. The best
pl...
About content types
• Content types have

basic settings.

Generic content type
Title

• Simple version

Author

control (...
Content types are not...
• Content types are not page templates!
• Other CMSs workflow is “container first”.
• Define site ma...
Quick demo!
• Super fast demo

filepaths.localhost:8082/admin/structure/types
Wednesday, January 22, 14

15
Typical Drupal workflow
Drupal workflow just for content modelling
1. Add the content type
2. Configure default settings
3. ...
What actually happens?
Drupal workflow just for content modelling
1. Add the content type
2. Configure default settings
3. A...
A quick checklist

Beware the defaults

Wednesday, January 22, 14

18
Content type defaults
2

1
3

Wednesday, January 22, 14

19
Submission form
• Default title field label is “Title”. Does this suit

your content type?
• Submission guideline is empty!...
Better editing experience
• Use meaningful field labels
• Add help text

Wednesday, January 22, 14

21
Revisions
• Default: It’s disabled.
• Enable revisions for most content types. This

helps editors greatly, especially whe...
Promoted to front page?
• Default: It’s enabled.
• Disable if you don’t want content to go to

your front page and global ...
Menu options
• Default: New content types allow new nodes

to be added to the main menu.
• Do you want users to be able to...
Comment settings
• Though you can turn the default setting to

“closed” content admins can still “open”
them.
• Configure y...
Body field
• Default field label is “Body”. Does that work

for your content type?
• Default allows for an editable summary...
Check your designs for these pitfalls

The big problem:
Content architecture

Wednesday, January 22, 14

27
Drupal is different
• CMSs have a bias. They’re often designed

around a certain “unit” of content and that’s
what they’re...
Org charts

• Content Modelling: A Master Skill by

RACHEL LOVINGER April 24, 2012
Wednesday, January 22, 14

29
Other CMSs - ouch!

https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example
Wednesday, January 22, 14

30
The solution??
Expression engine

https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example
Wednesday, Janua...
Drupal could do it better!

https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example
Wednesday, January 22,...
Content separate from display
• Content types with presentational markup

http://karenmcgrane.com/2013/05/23/drupalcon-key...
Structured content
Compare
Title

Title

In HTML:

Image upload

Body text
Tags
Location
Media (video,
images)

Body text
...
What to display?
Title
Image

Show 2 most recent.
Image as square thumbnail.
Body text up to 100 words
Web Page Title
http...
Show author and date?
Title
Image

Show 9 per page with pagination.
Image as thumbnail.
Author link to profile. Short date....
Display options
• Limit your fields to only what you need to

reuse and display.

thumbnail

Wednesday, January 22, 14

tex...
Design choices
• When to use multiple fields?
Example a.

Wednesday, January 22, 14

Example b.

Example c.

38
Design choices
• Depends on your needs
Example a.

Single
image field
Wednesday, January 22, 14

Example b.

Single
image fi...
Too many?
• 42 content types which could be

consolidated
• Consolidate: Content types with similar

purposes with names l...
Too few?
• 2 or 3 complex content types with many

fields and references.
• Divide: Limit fields to only necessary data

whi...
How many is too many?
• Too many content types can be a burden on

overall performance.
• The number of fields and referenc...
Prevent at design stage!
• Limit the number of content types
• Limit unnecessary complexity
• Limit unnecessary fields
• Co...
Review as you develop

Wednesday, January 22, 14

44
Field related modules

Wednesday, January 22, 14

45
Module selection - FAQ v FAQ field?

drupal.org/project/faq
Wednesday, January 22, 14

drupal.org/project/faqfield
46
Field collection
• Simplify entity references functionality
• Displayed within the content type. Can be

edited separately...
High performance
• https://groups.drupal.org/high-performance

Wednesday, January 22, 14

48
Pitfalls to avoid

4sitestudios.com/blog/oct-08-2013/8-pitfalls-avoidwhen-developing-content-models-drupal
Wednesday, Janu...
Final check!

Wednesday, January 22, 14

50
Real content test drive
• Test content types with real content and real

content editors. **
• You will always be surprise...
Permissions!
• Check permissions after you add each

content type.
• Check permissions for untrusted user roles

on all co...
Pathauto patterns
• Check your path auto patterns

Wednesday, January 22, 14

53
Display configuration
• Check all view modes
• Don’t forget “Search results”

Wednesday, January 22, 14

54
Module maintenance
• Subscribe to the issue queues of any

modules you’re using on the site.
• Apply security updates on-g...
Tidy up!
• Delete test content.
• Delete test content types.
• Delete any content types not in use.
• “Retire” old content...
Next week

acquia.com/resources/webinars/preventing-drupalheadaches-permissions-and-roles-checklist
Wednesday, January 22,...
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Preventing Drupal Headaches: Content Type Checklist

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Transcript of "Preventing Drupal Headaches: Content Type Checklist"

  1. 1. Prevent Drupal Headaches! CONTENT TYPE CHECKLIST Wednesday, January 22, 14 1
  2. 2. training.acquia.com/events Wednesday, January 22, 14 2
  3. 3. Who is this for? • Moving from another CMS • You’re planning a new Drupal site • You inherited a new Drupal site and sense there might be something wrong... Wednesday, January 22, 14 3
  4. 4. In this presentation... • The basics of content types • Beware the defaults! • The big problem: Content Architecture • A final check when you’re ready to go live Wednesday, January 22, 14 4
  5. 5. Not in this presentation... • Views display • File field • Image fields and WYSIWYG • Drupal 8 content modeling • Improving content administration (very important!!) Wednesday, January 22, 14 5
  6. 6. Site Building Checklist • With Suzanne of Evolving Web • Site Building Checklist (slides) Wednesday, January 22, 14 6
  7. 7. Future friendly content • KAREN MCGRANE - Keynote, DrupalCon portland2013.drupal.org/keynote/karen-mcgrane (24:20 mins in) Wednesday, January 22, 14 7
  8. 8. Content admins are important • Slides: “Content Administrators are Users Too” Karen McGrane and Jeff Eaton slideshare.net/KMcGrane/baby-got-backendcontent-administrators-are-users-too Wednesday, January 22, 14 8
  9. 9. The basics! Wednesday, January 22, 14 9
  10. 10. What is a content type? A “content type” Wednesday, January 22, 14 A “node” 10
  11. 11. Assembling • A typical Drupal “page” is made up of assembling components from content types, fields, blocks, views, panels, etc! thumbnail Wednesday, January 22, 14 text w/picture list w/thumbnail list 11
  12. 12. Content types Article Instruction manual Tips Content title Content title Content title This is a guide. The best place to start is here. Then you can go there and further. Article content. A small river named Duden flows by their place and supplies it with the necessary regelialia. tags tags Wednesday, January 22, 14 Download This is a file download Tips content. This is a great way to use your new product. tags 12
  13. 13. About content types • Content types have basic settings. Generic content type Title • Simple version Author control (revisions). Date published • Adding fields extends and customized the content type Comments? Menu option? News article Generic plus: Generic plus: Date of event Lead image Topic Wednesday, January 22, 14 Event Topic 13
  14. 14. Content types are not... • Content types are not page templates! • Other CMSs workflow is “container first”. • Define site map... • Create page templates... • In Drupal: Panels, Page manager, etc. can be used. Wednesday, January 22, 14 14
  15. 15. Quick demo! • Super fast demo filepaths.localhost:8082/admin/structure/types Wednesday, January 22, 14 15
  16. 16. Typical Drupal workflow Drupal workflow just for content modelling 1. Add the content type 2. Configure default settings 3. Add fields 4. Manage display 5. Set permissions 6. Test adding content Wednesday, January 22, 14 16
  17. 17. What actually happens? Drupal workflow just for content modelling 1. Add the content type 2. Configure default settings 3. Add fields 4. Manage display 5. Set permissions 6. Test adding content Wednesday, January 22, 14 17
  18. 18. A quick checklist Beware the defaults Wednesday, January 22, 14 18
  19. 19. Content type defaults 2 1 3 Wednesday, January 22, 14 19
  20. 20. Submission form • Default title field label is “Title”. Does this suit your content type? • Submission guideline is empty! Wednesday, January 22, 14 20
  21. 21. Better editing experience • Use meaningful field labels • Add help text Wednesday, January 22, 14 21
  22. 22. Revisions • Default: It’s disabled. • Enable revisions for most content types. This helps editors greatly, especially when collaborating. Wednesday, January 22, 14 22
  23. 23. Promoted to front page? • Default: It’s enabled. • Disable if you don’t want content to go to your front page and global RSS feed by default Wednesday, January 22, 14 23
  24. 24. Menu options • Default: New content types allow new nodes to be added to the main menu. • Do you want users to be able to add this particular item into your “Main menu”? Wednesday, January 22, 14 24
  25. 25. Comment settings • Though you can turn the default setting to “closed” content admins can still “open” them. • Configure your content settings, threading, number of comments, even for closed types! Wednesday, January 22, 14 25
  26. 26. Body field • Default field label is “Body”. Does that work for your content type? • Default allows for an editable summary. Wednesday, January 22, 14 26
  27. 27. Check your designs for these pitfalls The big problem: Content architecture Wednesday, January 22, 14 27
  28. 28. Drupal is different • CMSs have a bias. They’re often designed around a certain “unit” of content and that’s what they’re optimized to create.... For most web content management tools a unit is a webpage, even though we’re more likely to be making dynamic sites that use (and reuse) content in a variety of configurations. • Content Modelling: A Master Skill by RACHEL LOVINGER April 24, 2012 Wednesday, January 22, 14 28
  29. 29. Org charts • Content Modelling: A Master Skill by RACHEL LOVINGER April 24, 2012 Wednesday, January 22, 14 29
  30. 30. Other CMSs - ouch! https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example Wednesday, January 22, 14 30
  31. 31. The solution?? Expression engine https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example Wednesday, January 22, 14 31
  32. 32. Drupal could do it better! https://blog.gathercontent.com/from-blobs-to-chunks-a-real-life-example Wednesday, January 22, 14 32
  33. 33. Content separate from display • Content types with presentational markup http://karenmcgrane.com/2013/05/23/drupalcon-keynote-video-and-talk-notes/ Wednesday, January 22, 14 33
  34. 34. Structured content Compare Title Title In HTML: Image upload Body text Tags Location Media (video, images) Body text Wednesday, January 22, 14 Location Tags 34
  35. 35. What to display? Title Image Show 2 most recent. Image as square thumbnail. Body text up to 100 words Web Page Title http://domain.com Google Body text Location Tags Author Date Wednesday, January 22, 14 35
  36. 36. Show author and date? Title Image Show 9 per page with pagination. Image as thumbnail. Author link to profile. Short date. Web Page Title http://domain.com Google Body text Location Tags Author Date Wednesday, January 22, 14 36
  37. 37. Display options • Limit your fields to only what you need to reuse and display. thumbnail Wednesday, January 22, 14 text w/picture list w/thumbnail list 37
  38. 38. Design choices • When to use multiple fields? Example a. Wednesday, January 22, 14 Example b. Example c. 38
  39. 39. Design choices • Depends on your needs Example a. Single image field Wednesday, January 22, 14 Example b. Single image field multiple values Example c. Two image fields Single values 39
  40. 40. Too many? • 42 content types which could be consolidated • Consolidate: Content types with similar purposes with names like “Page - front” and “Page - products” Wednesday, January 22, 14 40
  41. 41. Too few? • 2 or 3 complex content types with many fields and references. • Divide: Limit fields to only necessary data which suits the model for that type. Wednesday, January 22, 14 41
  42. 42. How many is too many? • Too many content types can be a burden on overall performance. • The number of fields and references within a content type will have a significant impact on performance. • A large number of fields and complex forms also increase the chance for error and harm user experience. Wednesday, January 22, 14 42
  43. 43. Prevent at design stage! • Limit the number of content types • Limit unnecessary complexity • Limit unnecessary fields • Combine similar content types • Reuse shared fields for the same data (where they have the same global settings) Wednesday, January 22, 14 43
  44. 44. Review as you develop Wednesday, January 22, 14 44
  45. 45. Field related modules Wednesday, January 22, 14 45
  46. 46. Module selection - FAQ v FAQ field? drupal.org/project/faq Wednesday, January 22, 14 drupal.org/project/faqfield 46
  47. 47. Field collection • Simplify entity references functionality • Displayed within the content type. Can be edited separately. • Can pose performance problems Pet name select animal type dogs cats goldfish snakes https://drupal.org/project/field_collection Wednesday, January 22, 14 47
  48. 48. High performance • https://groups.drupal.org/high-performance Wednesday, January 22, 14 48
  49. 49. Pitfalls to avoid 4sitestudios.com/blog/oct-08-2013/8-pitfalls-avoidwhen-developing-content-models-drupal Wednesday, January 22, 14 49
  50. 50. Final check! Wednesday, January 22, 14 50
  51. 51. Real content test drive • Test content types with real content and real content editors. ** • You will always be surprised! • Change order of content editing fields to match user’s needs, even if different than display. • ** Warn editors this content probably will be destroyed Wednesday, January 22, 14 51
  52. 52. Permissions! • Check permissions after you add each content type. • Check permissions for untrusted user roles on all contributed modules. Wednesday, January 22, 14 52
  53. 53. Pathauto patterns • Check your path auto patterns Wednesday, January 22, 14 53
  54. 54. Display configuration • Check all view modes • Don’t forget “Search results” Wednesday, January 22, 14 54
  55. 55. Module maintenance • Subscribe to the issue queues of any modules you’re using on the site. • Apply security updates on-going Wednesday, January 22, 14 55
  56. 56. Tidy up! • Delete test content. • Delete test content types. • Delete any content types not in use. • “Retire” old content types (which still have content on display) by disabling editing permissions for content editing roles so they don’t see that content type in their Add content list. Wednesday, January 22, 14 56
  57. 57. Next week acquia.com/resources/webinars/preventing-drupalheadaches-permissions-and-roles-checklist Wednesday, January 22, 14 57
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