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Drupal Basics
May 30, 2012
By Sean Fitzpatrick
Welcome
 
     We're going to talk about Drupal
 
     We're going to keep it pretty basic
 
     You should leave with enough curiosity to experiment
     on your own
 
     This is not a Drupal vs. Wordpress smackdown, but
     we will be making some comparisons



Sean Fitzpatrick | sean@lishost.org
Introductions
 
     Who am I?
 
     What is LISHost?
 
     What do we do?




Sean Fitzpatrick | sean@lishost.org
Scope of the workshop
 
     We're going to try to cover the basics
 
     I am assuming most of you are beginners
 
     If you are a total beginner, I apologize for going
     fast and using technical terms
 
     If you are not a total beginner, I apologize for
     going slow and using basic terms


Sean Fitzpatrick | sean@lishost.org
What is Drupal?
And why is it awesome for library sites?
 
     Open source content management framework
 
     “Allows you to create and maintain many different
     types of websites without needing to know any coding
     languages” – http://drupal.org/node/258
 
     No prescribed configurations, but many features
     common to library sites are easily available in Drupal




Sean Fitzpatrick | sean@lishost.org
Why Drupal?
Lots of stuff available for typical library sites:
       
           News Feeds
       
           Calendar
       
           Taxonomies
       
           Image handling (such as galleries)
       
           Search
       
           Comments and other social functionality


Sean Fitzpatrick | sean@lishost.org
Drupal 6 or Drupal 7?
It's a shame I even put this slide in here. Just use
   Drupal 7.




Sean Fitzpatrick | sean@lishost.org
Core, Contrib, and Theme
These three components are the basis of an open
 framework for building beautiful bespoke
 websites.
Drupal is like a Lego kit. Skilled developers have already
  made the building blocks - in the form of contributed
  modules - that you need to create a site that suits your
  needs, whether that is a news site, an online store, a social
  network, blog, wiki, or something else altogether.
From http://drupal.org/getting-started/before/overview

Sean Fitzpatrick | sean@lishost.org
Drupal core
 
     Talks to the database (so you don't have to)
 
     Provides some basic functionality for organizing
     content
 
     Builds content into web pages
 
     Gives some basic options for a front end (theme)
 
     (i.e, Drupal core gives you a basic, dynamic website)



Sean Fitzpatrick | sean@lishost.org
Contributed modules
 
     Thousands of modules extend Drupal's core
 
     This makes anything possible. (“There's a module for
     that...”)
 
     Modules have already done all the “heavy lifting”
 
     And all this comes with benefits and challenges




Sean Fitzpatrick | sean@lishost.org
Theme
 
     Theme layer presents content and markup to the browser
 
     Rendered with PHP
 
     And HTML, JS, CSS, etc
 
     Drupal offers lots of template files and overrides




Sean Fitzpatrick | sean@lishost.org
Good and Bad
 
     Ultimate flexibility
 
     Future extendability
 
     Scalability
 vs
 
     Learning Curve
 
     Staff time


Sean Fitzpatrick | sean@lishost.org
Learning curve?
I believe the “learning curve” inexperienced
   people associate with Drupal pertains to site
   building and back-end development. This is
   irrelevant for day-to-day content managers.




Sean Fitzpatrick | sean@lishost.org
Technology stack
 
     Web Server: Apache or Microsoft IIS
 
     PHP: 5.2 or higher
 
     Database Server: MySQL - 5.0 or higher, PostgreSQL
     - 8.3 or higher, or SQLite (Microsoft SQL Server and
     Oracle are supported by an additional module)




Sean Fitzpatrick | sean@lishost.org
Personnel and skill sets
 
     Project manager
 
     Information designer
 
     Copywriters (don't tell me you're going to migrate...)
 
     Web designer
 
     Developer – could be two – front- and back-end
 
     IT/Systems guy


Sean Fitzpatrick | sean@lishost.org
Let's stop for some questions




Sean Fitzpatrick | sean@lishost.org
Installation
  
      From scratch...
       
           provision server
       
           Install apache, mysql, php, some other packages
       
           Installing Drush is a good idea for command line people
       
           Download Drupal
       
           Set directory permissions
       
           Create a database
       
           Run the installation script

Sean Fitzpatrick | sean@lishost.org
Post install: Dream big, code little
 
     Installing Drupal is pretty trivial. Then the real work
     starts.
 
     By selecting great contributed modules and learning
     how to implement them, you can achieve amazing
     functionality without any programming.
 
     Similarly, some themes offer a lot of robust
     configuration options for creating beautiful sites
     without writing any code.

Sean Fitzpatrick | sean@lishost.org
Content types and Views
 
     Content types are extended with custom fields.
 
     Fields store data in the database. Lots of data types
     are available, such as dates, files, location
     coordinates, and so forth.
 
     The Views module (contrib) is a tool set for building
     complex queries with a graphical UI (no coding).




Sean Fitzpatrick | sean@lishost.org
API and theme libraries
 
     You can go a long way without programming, but big,
     complex sites need custom development.
 
     Drupal offers a rich API for extending functionality.
 
     Similarly, base themes and theme functions allow for
     implementing any kind of front-end design.




Sean Fitzpatrick | sean@lishost.org
Buzzword compliance
 
     HTML5, CSS3
 
     Mobile-first
 
     Responsive design
 
     SASS/Compass
 
     Etc.
 (I pretty much only follow buzzwords from the front-end dev world)



Sean Fitzpatrick | sean@lishost.org
Third-party content
 
     Drupal has some amazing tools for integrating third-
     party content (try the Feeds module)
       
           RSS, XML, CSV, SQL
       
           Evanced
       
           ILS
       
           ???




Sean Fitzpatrick | sean@lishost.org
Users and Workflows
 
     Custom user roles/permissions by module (no pre-
     defined roles to limit flexibility)
 
     Simple publishing and editing for small institutions.
 
     Ability to create complex workflows to scale up for
     large institutions. (Check out the Rules module.)




Sean Fitzpatrick | sean@lishost.org
Security
 
     Yes, sites get hacked.
 
     Keep modules up-to-date (especially security
     updates).
 
     Keep other stuff up-to-date.
 
     Be careful about permissions.
 
     Keep track of users, logs, spam, etc.



Sean Fitzpatrick | sean@lishost.org
Scalability



 Oh yeah, some big library sites too.




Sean Fitzpatrick | sean@lishost.org
Additional Resources
 
     drupal.org/documentation
 
     groups.drupal.org
 
     api.drupal.org
 
     Drupal4Lib
     (http://listserv.uic.edu/archives/drupal4lib.html)
 
     #drupal (irc)
 
     info@lishost.org
 
     Print?
Sean Fitzpatrick | sean@lishost.org

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Drupal Basics

  • 1. Drupal Basics May 30, 2012 By Sean Fitzpatrick
  • 2. Welcome  We're going to talk about Drupal  We're going to keep it pretty basic  You should leave with enough curiosity to experiment on your own  This is not a Drupal vs. Wordpress smackdown, but we will be making some comparisons Sean Fitzpatrick | sean@lishost.org
  • 3. Introductions  Who am I?  What is LISHost?  What do we do? Sean Fitzpatrick | sean@lishost.org
  • 4. Scope of the workshop  We're going to try to cover the basics  I am assuming most of you are beginners  If you are a total beginner, I apologize for going fast and using technical terms  If you are not a total beginner, I apologize for going slow and using basic terms Sean Fitzpatrick | sean@lishost.org
  • 5. What is Drupal? And why is it awesome for library sites?  Open source content management framework  “Allows you to create and maintain many different types of websites without needing to know any coding languages” – http://drupal.org/node/258  No prescribed configurations, but many features common to library sites are easily available in Drupal Sean Fitzpatrick | sean@lishost.org
  • 6. Why Drupal? Lots of stuff available for typical library sites:  News Feeds  Calendar  Taxonomies  Image handling (such as galleries)  Search  Comments and other social functionality Sean Fitzpatrick | sean@lishost.org
  • 7. Drupal 6 or Drupal 7? It's a shame I even put this slide in here. Just use Drupal 7. Sean Fitzpatrick | sean@lishost.org
  • 8. Core, Contrib, and Theme These three components are the basis of an open framework for building beautiful bespoke websites. Drupal is like a Lego kit. Skilled developers have already made the building blocks - in the form of contributed modules - that you need to create a site that suits your needs, whether that is a news site, an online store, a social network, blog, wiki, or something else altogether. From http://drupal.org/getting-started/before/overview Sean Fitzpatrick | sean@lishost.org
  • 9. Drupal core  Talks to the database (so you don't have to)  Provides some basic functionality for organizing content  Builds content into web pages  Gives some basic options for a front end (theme)  (i.e, Drupal core gives you a basic, dynamic website) Sean Fitzpatrick | sean@lishost.org
  • 10. Contributed modules  Thousands of modules extend Drupal's core  This makes anything possible. (“There's a module for that...”)  Modules have already done all the “heavy lifting”  And all this comes with benefits and challenges Sean Fitzpatrick | sean@lishost.org
  • 11. Theme  Theme layer presents content and markup to the browser  Rendered with PHP  And HTML, JS, CSS, etc  Drupal offers lots of template files and overrides Sean Fitzpatrick | sean@lishost.org
  • 12. Good and Bad  Ultimate flexibility  Future extendability  Scalability vs  Learning Curve  Staff time Sean Fitzpatrick | sean@lishost.org
  • 13. Learning curve? I believe the “learning curve” inexperienced people associate with Drupal pertains to site building and back-end development. This is irrelevant for day-to-day content managers. Sean Fitzpatrick | sean@lishost.org
  • 14. Technology stack  Web Server: Apache or Microsoft IIS  PHP: 5.2 or higher  Database Server: MySQL - 5.0 or higher, PostgreSQL - 8.3 or higher, or SQLite (Microsoft SQL Server and Oracle are supported by an additional module) Sean Fitzpatrick | sean@lishost.org
  • 15. Personnel and skill sets  Project manager  Information designer  Copywriters (don't tell me you're going to migrate...)  Web designer  Developer – could be two – front- and back-end  IT/Systems guy Sean Fitzpatrick | sean@lishost.org
  • 16. Let's stop for some questions Sean Fitzpatrick | sean@lishost.org
  • 17. Installation  From scratch...  provision server  Install apache, mysql, php, some other packages  Installing Drush is a good idea for command line people  Download Drupal  Set directory permissions  Create a database  Run the installation script Sean Fitzpatrick | sean@lishost.org
  • 18. Post install: Dream big, code little  Installing Drupal is pretty trivial. Then the real work starts.  By selecting great contributed modules and learning how to implement them, you can achieve amazing functionality without any programming.  Similarly, some themes offer a lot of robust configuration options for creating beautiful sites without writing any code. Sean Fitzpatrick | sean@lishost.org
  • 19. Content types and Views  Content types are extended with custom fields.  Fields store data in the database. Lots of data types are available, such as dates, files, location coordinates, and so forth.  The Views module (contrib) is a tool set for building complex queries with a graphical UI (no coding). Sean Fitzpatrick | sean@lishost.org
  • 20. API and theme libraries  You can go a long way without programming, but big, complex sites need custom development.  Drupal offers a rich API for extending functionality.  Similarly, base themes and theme functions allow for implementing any kind of front-end design. Sean Fitzpatrick | sean@lishost.org
  • 21. Buzzword compliance  HTML5, CSS3  Mobile-first  Responsive design  SASS/Compass  Etc. (I pretty much only follow buzzwords from the front-end dev world) Sean Fitzpatrick | sean@lishost.org
  • 22. Third-party content  Drupal has some amazing tools for integrating third- party content (try the Feeds module)  RSS, XML, CSV, SQL  Evanced  ILS  ??? Sean Fitzpatrick | sean@lishost.org
  • 23. Users and Workflows  Custom user roles/permissions by module (no pre- defined roles to limit flexibility)  Simple publishing and editing for small institutions.  Ability to create complex workflows to scale up for large institutions. (Check out the Rules module.) Sean Fitzpatrick | sean@lishost.org
  • 24. Security  Yes, sites get hacked.  Keep modules up-to-date (especially security updates).  Keep other stuff up-to-date.  Be careful about permissions.  Keep track of users, logs, spam, etc. Sean Fitzpatrick | sean@lishost.org
  • 25. Scalability Oh yeah, some big library sites too. Sean Fitzpatrick | sean@lishost.org
  • 26. Additional Resources  drupal.org/documentation  groups.drupal.org  api.drupal.org  Drupal4Lib (http://listserv.uic.edu/archives/drupal4lib.html)  #drupal (irc)  info@lishost.org  Print? Sean Fitzpatrick | sean@lishost.org