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Customizing WordPress
Kathy E Gill
What Is WordPress?


A content management system
Can be used for a blog or a basic
 website without a blog
Today


1. General Settings
2. Categories
3. Design Considerations
4. Widgets
1. General Settings


Modify the tag line and set time
 zone to Pacific
  Dashboard -> Settings -> General

Change the home page
  Dashboard -> Settings -> Reading
  Requires that you have created a new
   home page and a placeholder for the
   blog, if you are going to have one
2. Categories and Tags


What are they
Where are they
How to edit/delete
  Should never have “uncategorized”
   posts

Tutorial; categories sub-panel; tags
 sub-panel
3. Design Considerations


Dark on light is easier to read
San Serif fonts are easier to read on
 screen than Serif
Fixed versus variable widths:
 impact on readability
4. What Are Widgets?


A “configurable code snippet" that
 makes it possible to modify
 function and appearance
4a. Widgets & WordPress
Themes

Not all themes are widget-capable
Themes vary in widget options,
 location
Single Widget Area
Multiple Widget Areas
4b. Where Are Widgets?



            Access the widgets page
             from the Appearance Menu
             in your Dashboard.
Default Appearance - Single
Default Appearance - Multi
Monotone: No Widgets Supported
4c. Editing Widgets


Note: once you edit a widget area, the
 default widgets disappear, ie, they will
 no longer be visible on the site
Recommendation: before editing, take
 a screenshot of your theme
Tip: if you don’t want anything to show
 up in a widget area, try adding a blank
 text widget.
Adding Widgets

 To add a widget,
  drag from the
  Available or
  Inactive Widgets
  area on the left
  onto the Sidebar
  area on the right.
 When you see a
  dashed line
  appear, you can
  drop the widget      Single widget area; image from WP.com
  into place.
Multiple Widget Locations



               The Widget area, such as
               Sidebar 1, must be “open”
               in order to add widgets!
Configuring Widgets


Each widget has
 configuration options.
 Click on the triangle
 on the right side of the
 widget to configure.
You’ll need to save
 only if you edit.
Ordering, Deleting Widgets


 Change the order of the widgets by
  dragging and dropping them in the sidebar
  area.
 Delete by dragging to the left or clicking the
  “delete” link on the configuration box.
 Drag to “inactive” area to retain any custom
  settings
 Note: design change is immediate – no
  “save” required
Screencast
4d. Important Widgets (1/5)


Archives
 Navigation. Provides access to old
 posts; a key characteristic of blog as a
 genre
Categories
 Navigation. Provides access to posts by
 topic; a key characteristic of blog as a
 genre
4d. Important Widgets (2/5)


Links
 As Blogroll, Background. Provides insight
 into blog content, author; a key
 characteristic of blog as a genre
Pages
 Navigation. Provides access to pages;
 essential if sidebar is primary navigation.
4d. Important Widgets (3/5)


Tag Cloud
 Navigation, Background. Provides
 access to posts by keyword; requires
 reasonably large corpus to be useful.
Category Cloud
 Navigation, Background. Provides
 alternative access to posts by category;
 requires reasonably large corpus to be
 useful.
4d. Important Widgets (4/5)


Text
 May be the most important widget; can
 hold text or HTML but no javascript. For
 javascript, get self-hosted WordPress.
RSS Links
 Provides access to post and comment
 RSS feed using orange button. Essential if
 there is no other RSS subscription link in
 the design.
4d. Important Widgets (5/5)


Recent Posts
 Background. Highlights most recent posts;
 useful when “more” tag not employed.
Recent Comments
 Background. Highlights most recent
 comments; requires reasonably large
 corpus/frequent comments to be
 meaningful.
4e. Interesting Widgets (1/3)


 Twitter
  Background. Displays tweets by handle.
 Flickr
  Background. Displays photos from Flickr based
  on an RSS feed.
 Delicious
  Background. Display Delicious links by handle.
 Goodreads
  Background. Display your books.
4e. Interesting Widgets (2/3)


 Box.net
  Functionality. Share files with your readers.
 Meebo
  Functionality. Enables private IM chat.
 RSS
  Functionality. Display results from any RSS
  feed.
 SocialVibe
  Functionality. Support a charity.
4e. Interesting Widgets (3/3)


 Blog Subscription
  Functionality. Enables email alert when there
  are new posts.
 Milestone
  Functionality. Display a countdown to a
  specific date.
 Facebook
  Functionality. “Like” a Facebook page (not
  profile)
Widgets Are Not Plug-ins


• WP.com does not allow user-
  installed plug-ins
• Widgets = content (more or
  less)
• Plug-Ins = functionality (usually
  are back-end, such as Akismet,
  statistics or Google analytics,
  but may provide short-code
  functionality or easy content
  sharing)
WordPress Widgets


List and descriptions at WP.com:
 http://en.support.wordpress.com/t
 opic/widgets-sidebars/
Even more widgets available for
 self-hosted WP accounts:
 http://codex.wordpress.org/WordP
 ress_Widgets
Credits


Kathy E Gill, @kegill
Creative Commons: share-and-
 share alike, non-commercial,
 attribution
Permanent home:
 http://wiredpen.com/resources/pr
 esentations/wordpress-using-
 widgets-to-customize-your-theme/

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Customizing Wordpress

  • 2. What Is WordPress? A content management system Can be used for a blog or a basic website without a blog
  • 3. Today 1. General Settings 2. Categories 3. Design Considerations 4. Widgets
  • 4. 1. General Settings Modify the tag line and set time zone to Pacific  Dashboard -> Settings -> General Change the home page  Dashboard -> Settings -> Reading  Requires that you have created a new home page and a placeholder for the blog, if you are going to have one
  • 5. 2. Categories and Tags What are they Where are they How to edit/delete  Should never have “uncategorized” posts Tutorial; categories sub-panel; tags sub-panel
  • 6. 3. Design Considerations Dark on light is easier to read San Serif fonts are easier to read on screen than Serif Fixed versus variable widths: impact on readability
  • 7. 4. What Are Widgets? A “configurable code snippet" that makes it possible to modify function and appearance
  • 8. 4a. Widgets & WordPress Themes Not all themes are widget-capable Themes vary in widget options, location
  • 11. 4b. Where Are Widgets? Access the widgets page from the Appearance Menu in your Dashboard.
  • 14. Monotone: No Widgets Supported
  • 15. 4c. Editing Widgets Note: once you edit a widget area, the default widgets disappear, ie, they will no longer be visible on the site Recommendation: before editing, take a screenshot of your theme Tip: if you don’t want anything to show up in a widget area, try adding a blank text widget.
  • 16. Adding Widgets  To add a widget, drag from the Available or Inactive Widgets area on the left onto the Sidebar area on the right.  When you see a dashed line appear, you can drop the widget Single widget area; image from WP.com into place.
  • 17. Multiple Widget Locations The Widget area, such as Sidebar 1, must be “open” in order to add widgets!
  • 18. Configuring Widgets Each widget has configuration options. Click on the triangle on the right side of the widget to configure. You’ll need to save only if you edit.
  • 19. Ordering, Deleting Widgets  Change the order of the widgets by dragging and dropping them in the sidebar area.  Delete by dragging to the left or clicking the “delete” link on the configuration box.  Drag to “inactive” area to retain any custom settings  Note: design change is immediate – no “save” required
  • 21. 4d. Important Widgets (1/5) Archives Navigation. Provides access to old posts; a key characteristic of blog as a genre Categories Navigation. Provides access to posts by topic; a key characteristic of blog as a genre
  • 22. 4d. Important Widgets (2/5) Links As Blogroll, Background. Provides insight into blog content, author; a key characteristic of blog as a genre Pages Navigation. Provides access to pages; essential if sidebar is primary navigation.
  • 23. 4d. Important Widgets (3/5) Tag Cloud Navigation, Background. Provides access to posts by keyword; requires reasonably large corpus to be useful. Category Cloud Navigation, Background. Provides alternative access to posts by category; requires reasonably large corpus to be useful.
  • 24. 4d. Important Widgets (4/5) Text May be the most important widget; can hold text or HTML but no javascript. For javascript, get self-hosted WordPress. RSS Links Provides access to post and comment RSS feed using orange button. Essential if there is no other RSS subscription link in the design.
  • 25. 4d. Important Widgets (5/5) Recent Posts Background. Highlights most recent posts; useful when “more” tag not employed. Recent Comments Background. Highlights most recent comments; requires reasonably large corpus/frequent comments to be meaningful.
  • 26. 4e. Interesting Widgets (1/3)  Twitter Background. Displays tweets by handle.  Flickr Background. Displays photos from Flickr based on an RSS feed.  Delicious Background. Display Delicious links by handle.  Goodreads Background. Display your books.
  • 27. 4e. Interesting Widgets (2/3)  Box.net Functionality. Share files with your readers.  Meebo Functionality. Enables private IM chat.  RSS Functionality. Display results from any RSS feed.  SocialVibe Functionality. Support a charity.
  • 28. 4e. Interesting Widgets (3/3)  Blog Subscription Functionality. Enables email alert when there are new posts.  Milestone Functionality. Display a countdown to a specific date.  Facebook Functionality. “Like” a Facebook page (not profile)
  • 29. Widgets Are Not Plug-ins • WP.com does not allow user- installed plug-ins • Widgets = content (more or less) • Plug-Ins = functionality (usually are back-end, such as Akismet, statistics or Google analytics, but may provide short-code functionality or easy content sharing)
  • 30. WordPress Widgets List and descriptions at WP.com: http://en.support.wordpress.com/t opic/widgets-sidebars/ Even more widgets available for self-hosted WP accounts: http://codex.wordpress.org/WordP ress_Widgets
  • 31. Credits Kathy E Gill, @kegill Creative Commons: share-and- share alike, non-commercial, attribution Permanent home: http://wiredpen.com/resources/pr esentations/wordpress-using- widgets-to-customize-your-theme/