Implementing Web Standards across the institution: trials and tribulations of a redesign / Institutional Web Management Workshop IWMW / Birmingham / 28 July 2004
Patrick H. Lauke - Implementing Web Standards across the institution: trials and tribulations of a redesign / Institutional Web Management Workshop IWMW / Birmingham / 28 July 2004
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Implementing Web Standards across the institution: trials and tribulations of a redesign / Institutional Web Management Workshop IWMW / Birmingham / 28 July 2004
1. Date or reference
Implementing Web Standards across the institution:
Trials and tribulations of a redesign
Patrick H. Lauke, Web Editor, University of Salford
Institutional Web Management Workshop / Birmingham - July 2004
2. IWMW2004 / Birmingham 2
Workshop programme
Time Topic
16:00 Introduction to the workshop
16:05-16:10 Setting the scene: what do we mean by âweb
standardsâ
16:10-16:50 Case study: trials and tribulations of a redesign â
the Salford experience
Questions
16:50 Exercise 2: Implementing web standards â
identifying common problems and possible
solutions
Report back
Final discussions and conclusion
3. IWMW2004 / Birmingham 3
Workshop aims
At the end of the session participants will:
⢠Be familiar with âweb standards"
⢠Have gained an insight into the advantages of
âweb standardsâ
⢠Be aware of potential problems, and approaches
to resolve them
4. IWMW2004 / Birmingham 4
So why am I here?
⢠Web Editor for University of Salford
⢠Small central team, 30+ devolved web authors
⢠September 2003 University relaunched new
âweb standardsâ based core site
⢠A few trials and tribulations along the way
⢠Many web people considering move to web
standards
⢠Here to share my experiences
⢠Not a guru, donât have all the answers â simply a
method that worked for us
⢠Hoping to generate good discussion
6. IWMW2004 / Birmingham 6
Setting the scene: what do we
mean by âweb standardsâ
Technical:
⢠working to a common, agreed syntax (W3C
spec)
⢠no proprietary markup - compatibility
⢠generating code that validates (so you can have
your little badge on the site?)
âEthosâ:
⢠Return to basic principles: HTML for content,
CSS for presentation
⢠semantic/structural markup (no validator for that!)
7. IWMW2004 / Birmingham 7
Case study: trials and tribulations of a
redesign â the Salford experience
âHow we got from thereâŚ
8. IWMW2004 / Birmingham 8
⌠to hereâ
Case study: trials and tribulations of a
redesign â the Salford experience (cont.)
9. IWMW2004 / Birmingham 9
Case study: background
⢠University website redesigned December 2000
⢠first effort by External Relations to bring consistent look
and feel
⢠external design company
⢠happy to say: I didn't do it! (started in January 2001)
10. IWMW2004 / Birmingham 10
Case study: problems with the
site
Purely from design point of view:
⢠Compliant with CI, but tied to
print campaign
⢠Dominant design feature in its
own right
⢠âNaffâ/âKitschâ/{insert
expletive here}
⢠Structurally confusing: âwhere
am I?â
11. IWMW2004 / Birmingham 11
Case study: problems with the
site (cont.)
Technical issues:
⢠Cluttered code: FONT,
TABLE
⢠HTML not made for âround
cornersâ = more markup to
fake it
⢠As result: templates
cumbersome
12. IWMW2004 / Birmingham 12
Case study: problems with the
site (cont.)
⢠Pages didnât print well
⢠Need for âprinter friendlyâ
versions
13. IWMW2004 / Birmingham 13
Case study: problems with the
site (cont.)
âŚand many more problems:
⢠graphical buttons
⢠dropdown navigation
(accessibility and âspidersâ?)
In short: a mess.
ButâŚweâll keep it for a while.
Fixed some issues, but most problems remainedâŚ
14. IWMW2004 / Birmingham 14
Case study: fast forward 2
yearsâŚ
⢠Beginning of 2003 University started CI review
⢠Tightening of lax guidelines, creation of new
ones
⢠Web would need âface liftâ
⢠Stricter rules for Faculties/Schools/etc: adopt
the templates!
Do you:
a) Simply slap new facade on decrepit old
building?
b) Make a fresh start, learning from past mistakes?
15. IWMW2004 / Birmingham 15
Case study: why âweb
standardsâ?
⢠Nowadays: âweb standardsâ buzzword
⢠At the time: just trying to follow best practices
⢠Separation of content/presentation
⢠Lighter code â quicker download times
⢠Accessibility concerns (SENDA/DDA): making
site work in maximum number of browsers â no
proprietary markup
⢠What about next redesign?
⢠âwork smarterâ / âweb design on a shoestringâ
16. IWMW2004 / Birmingham 16
Case study: why XHTML
specifically?
⢠Separation of content/presentation can be
achieved with HTML4.01 just the same
⢠Requires âpersonalâ discipline
⢠Stricter syntax for XHTML removes most/all
presentational markup - validation brings more
things to light
⢠Future plans of CMS â repurposing content:
XHTML is XML, so simple tools available (XSLT)
17. IWMW2004 / Birmingham 17
Case study: why abandon
tables?
⢠Syntax of XHTML still allows tables (rightly so)
⢠âEthosâ however: tables for tabular data, not
layout
⢠Using pure CSS driven layout: increased
flexibility for future redesigns
⢠Same page / different delivery channels (screen,
print, etc)
18. IWMW2004 / Birmingham 18
Case study: approach -
structure
âtabula rasaâ â start from scratch
⢠New development server
⢠Inventory of current content
⢠Working out new structure, discarding
old/redundant content
⢠Initially, simply copied pages to new directory
structure
19. IWMW2004 / Birmingham 19
Case study: approach -
template
Ideal situation:
1. Create page structure
2. Style the structure
20. IWMW2004 / Birmingham 20
Case study: approach â
template page structure
⢠Concentrated on identifying âfunctional blocksâ
â Branding (logo)
â Search box
â Navigation
â Breadcrumb trail
â Content
â Footer
⢠Tempting, but donât think about what it looks like!
(however, think about order in which blocks appear in code)
⢠Directly translates to XHTML â DIVs (or appropriate block level
elements â FORM)
⢠Try choosing most âsemantically appropriateâ elements (e.g.
navigation as list)
⢠Validate
21. IWMW2004 / Birmingham 21
Case study: approach â
template style
⢠Creating stylesheet probably took longest
⢠Ideally, XHTML âfrozenâ
⢠However, occasional need to revisit XHTML: re-
ordering elements, adding âhooksâ for specific
styling
22. IWMW2004 / Birmingham 22
Case study: approach â
template style (cont.)
⢠Develop for most compliant,
then work backwards
⢠From general to specific (e.g.
rough block position, before
tackling padding/margin)
⢠Validate
What about old browsers?
23. IWMW2004 / Birmingham 23
Case study: approach â
populating the template
Now bringing it all together:
⢠Content from existing site extracted from pages
(sounds easier than it is: find/replace, retagging, etc)
⢠Same process:
â Create most appropriate XHTML
â Where necessary: new page/section specific styles
⢠In theory: simply âpop it into the templateâ (plus few
manual tweaks)
24. IWMW2004 / Birmingham 24
Case study: approach â
populating the template (cont.)
⢠âRelatively easyâ to create beautiful CSS driven layouts
with known, âfrozenâ content
(cfr. CSSZenGarden)
⢠Real-world content offers âinterestingâ challenges
⢠Often requires revisiting content XHTML, or even template
XHTML/CSS
25. IWMW2004 / Birmingham 25
Case study: approach â letâs get
dynamic
⢠Static pages converted, but not forgetting
database driven areas (e.g. news/events, course
finder)
⢠Mostly simply updating server-side scriptsâ output
⢠Databases containing badly formed HTML:
â UPDATEing db tables after cleanup
â Solving problem at the root: ensuring HTML data
well formed (if not valid) before committing to
database: Editize and âsanity checksâ
26. IWMW2004 / Birmingham 26
Case study: launch
⢠After final validation and browser testing:
launched September 2003
⢠Set up redirections / rewrite rules on server for
new structure
⢠Monitoring error logs / 404s
27. IWMW2004 / Birmingham 27
Case study: does the design
solve original problems?
Design:
⢠In line with tighter CI
⢠More neutral: allows page-
specific design elements
⢠Feedback: âprofessionalâ /
âpolishedâ
⢠Less confusing for visitor
(breadcrumbs, visible
navigation)
28. IWMW2004 / Birmingham 28
Case study: does the design
solve original problems? (cont.)
Technical:
⢠Separation
content/presentation
⢠âlighterâ code (20%-30%
saving or better)
⢠Templates far easier
29. IWMW2004 / Birmingham 29
Case study: does the design
solve original problems? (cont.)
⢠No need for âprinter friendlyâ pages (print
stylesheet)
30. IWMW2004 / Birmingham 30
Case study: does the design
solve original problems? (cont.)
⢠No need for graphical buttons
⢠Navigation now pure list of links: accessible,
âspiderableâ
31. IWMW2004 / Birmingham 31
Case study: problems
experienced
⢠Majority due to inexperience with XHTML/CSS â
learning by doing
⢠Choosing semantically most appropriate
elements not straightforward (but XHTML is
flawed!)
⢠Authoring tools still not good enough: DW code
view, glorified text editor with FTP client
⢠Flaky CSS support and browser bugs: most
annoying
⢠Testing on multiple platforms not always
possible: Mac and different versions of IE
32. IWMW2004 / Birmingham 32
Case study: what would I have
done differently?
⢠Learning XHTML/CSS while going along resulted
in frequent re-starts (now would probably take
less time)
⢠Not using XHTML 1.0 Transitional, but straight to
Strict
⢠Not gone far enough in terms of âsemanticsâ
⢠Although minimal use of âmodularisationâ
(includes), would go further: more includes,
template engine (SMARTY)?
34. IWMW2004 / Birmingham 34
Hard part: getting web authors
to follow
⢠Redesign of core site was fairly easy: single
developer
⢠How to get 30+ web authors, with varying skill
levels, to follow my lead?
Answers on a postcardâŚbut in the meantime, this
is the approach weâre takingâŚ
35. IWMW2004 / Birmingham 35
Hard part: approach
⢠All sub-sites physically hosted on same server
⢠Created templates, based closely on core site
templates
⢠Use of global includes for header
⢠Stick: new web publishing guidelines, stricter
rules (plus teeth to enforce them) and best
practice recommendations
⢠Carrot: all imperative guidelines taken care of
automatically if web authors use templates
36. IWMW2004 / Birmingham 36
Hard part: approach (cont.)
⢠Education, education, education: replace generic
âhow to use Dreamweaverâ with tailored staff dev
sessions
⢠Web strategy: ensuring Faculties/Schools/etc
recognise technical requirements of post, and
resource accordingly (still growing teeth to
enforce)
⢠Any 3rd party supplier needs to adhere to
standards as fundamental requirement
Majority of sub-sites now transitioned to new
design, however this is not the endâŚ
37. IWMW2004 / Birmingham 37
Hard part: continuous QA
⢠âBut it was valid when I first created itâŚâ
⢠Validation of XHTML/CSS as routine, second
nature
⢠Making it as simple as possible: URI based
validation, using right tools for the job
⢠Automatic checks (based on server access logs)
and alerts (e.g. âvalidator to RSSâ)
⢠Any âexternalâ data sources either fixed at
source, or run through filters (TIDY)
38. IWMW2004 / Birmingham 38
Conclusion
Brian Kelly: âPeople may be interested to know how
you managed to get your homepage to validate
as XHTML 1.0 Strictâ
HmmmâŚthrough hard work.
⢠No magic bullet
⢠steep initial learning curve
⢠âParadigm shiftâ
⢠Continuous monitoring / QA
39. IWMW2004 / Birmingham 39
Doing it for yourselves: exercise
⢠Split into groups
⢠Identify problems of implementing web standards
in your own institutions
⢠Discuss solutions/strategies to overcome them
⢠Feed back
40. IWMW2004 / Birmingham 40
Contact
Patrick H. Lauke
Web Editor
Marketing & Communications
External Relations Division
University of Salford
E-mail: p.h.lauke@salford.ac.uk
Web: http://www.salford.ac.uk
Personal site (on web standards, css, experimental techniques,etc):
http://www.splintered.co.uk