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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
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 “web
standards”
16:10-16:50 Case study: trials and tribulations of a redesign –
the Salford experience
Questions
16:50 Exercise 2: Implementing web standards –
identifying common problems and possible
solutions
Report back
Final discussions and conclusion
IWMW2004 /
Birmingham
3
Workshop aims
At the end of the session participants will:
• Be familiar with “web standards"
• Have gained an insight into the advantages of
“web standards”
• Be aware of potential problems, and approaches
to resolve them
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 “web
standards” 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, don’t have all the answers – simply a
method that worked for us
• Hoping to generate good discussion
IWMW2004 /
Birmingham
5
Why are you here?
IWMW2004 /
Birmingham
6
Setting the scene: what do we
mean by “web standards”
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?)
“Ethos”:
• Return to basic principles: HTML for content,
CSS for presentation
• semantic/structural markup (no validator for that!)
IWMW2004 /
Birmingham
7
Case study: trials and tribulations of a
redesign – the Salford experience
“How we got from there…
IWMW2004 /
Birmingham
8
… to here”
Case study: trials and tribulations of a
redesign – the Salford experience (cont.)
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)
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
• “Naff”/”Kitsch”/{insert
expletive here}
• Structurally confusing: “where
am I?”
IWMW2004 /
Birmingham
11
Case study: problems with the
site (cont.)
Technical issues:
• Cluttered code: FONT,
TABLE
• HTML not made for “round
corners” = more markup to
fake it
• As result: templates
cumbersome
IWMW2004 /
Birmingham
12
Case study: problems with the
site (cont.)
• Pages didn’t print well
• Need for “printer friendly”
versions
IWMW2004 /
Birmingham
13
Case study: problems with the
site (cont.)
…and many more problems:
• graphical buttons
• dropdown navigation
(accessibility and “spiders”?)
In short: a mess.
But…we’ll keep it for a while.
Fixed some issues, but most problems remained…
IWMW2004 /
Birmingham
14
Case study: fast forward 2
years…
• Beginning of 2003 University started CI review
• Tightening of lax guidelines, creation of new
ones
• Web would need “face lift”
• 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?
IWMW2004 /
Birmingham
15
Case study: why “web
standards”?
• Nowadays: “web standards” buzzword
• At the time: just trying to follow best practices
• Separation of content/presentation
• Lighter code – quicker download times
• Accessibility concerns (SENDA/DDA): making
site work in maximum number of browsers – no
proprietary markup
• What about next redesign?
• “work smarter” / “web design on a shoestring”
IWMW2004 /
Birmingham
16
Case study: why XHTML
specifically?
• Separation of content/presentation can be
achieved with HTML4.01 just the same
• Requires “personal” discipline
• Stricter syntax for XHTML removes most/all
presentational markup - validation brings more
things to light
• Future plans of CMS – repurposing content:
XHTML is XML, so simple tools available (XSLT)
IWMW2004 /
Birmingham
17
Case study: why abandon
tables?
• Syntax of XHTML still allows tables (rightly so)
• “Ethos” 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)
IWMW2004 /
Birmingham
18
Case study: approach -
structure
“tabula rasa” – 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
IWMW2004 /
Birmingham
19
Case study: approach -
template
Ideal situation:
1. Create page structure
2. Style the structure
IWMW2004 /
Birmingham
20
Case study: approach –
template page structure
• Concentrated on identifying “functional blocks”
– Branding (logo)
– Search box
– Navigation
– Breadcrumb trail
– Content
– Footer
• Tempting, but don’t think about what it looks like!
(however, think about order in which blocks appear in code)
• Directly translates to XHTML – DIVs (or appropriate block level
elements – FORM)
• Try choosing most “semantically appropriate” elements (e.g.
navigation as list)
• Validate
IWMW2004 /
Birmingham
21
Case study: approach –
template style
• Creating stylesheet probably took longest
• Ideally, XHTML “frozen”
• However, occasional need to revisit XHTML: re-
ordering elements, adding “hooks” for specific
styling
IWMW2004 /
Birmingham
22
Case study: approach –
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?
IWMW2004 /
Birmingham
23
Case study: approach –
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:
– Create most appropriate XHTML
– Where necessary: new page/section specific styles
• In theory: simply “pop it into the template” (plus few
manual tweaks)
IWMW2004 /
Birmingham
24
Case study: approach –
populating the template (cont.)
• “Relatively easy” to create beautiful CSS driven layouts
with known, “frozen” content
(cfr. CSSZenGarden)
• Real-world content offers “interesting” challenges
• Often requires revisiting content XHTML, or even template
XHTML/CSS
IWMW2004 /
Birmingham
25
Case study: approach – let’s get
dynamic
• Static pages converted, but not forgetting
database driven areas (e.g. news/events, course
finder)
• Mostly simply updating server-side scripts’ output
• Databases containing badly formed HTML:
– UPDATEing db tables after cleanup
– Solving problem at the root: ensuring HTML data
well formed (if not valid) before committing to
database: Editize and “sanity checks”
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
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: “professional” /
”polished”
• Less confusing for visitor
(breadcrumbs, visible
navigation)
IWMW2004 /
Birmingham
28
Case study: does the design
solve original problems? (cont.)
Technical:
• Separation
content/presentation
• “lighter” code (20%-30%
saving or better)
• Templates far easier
IWMW2004 /
Birmingham
29
Case study: does the design
solve original problems? (cont.)
• No need for “printer friendly” pages (print
stylesheet)
IWMW2004 /
Birmingham
30
Case study: does the design
solve original problems? (cont.)
• No need for graphical buttons
• Navigation now pure list of links: accessible,
“spiderable”
IWMW2004 /
Birmingham
31
Case study: problems
experienced
• Majority due to inexperience with XHTML/CSS –
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
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 “semantics”
• Although minimal use of “modularisation”
(includes), would go further: more includes,
template engine (SMARTY)?
IWMW2004 /
Birmingham
33
That was easy…
…now for the hard part!
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 postcard…but in the meantime, this
is the approach we’re taking…
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
IWMW2004 /
Birmingham
36
Hard part: approach (cont.)
• Education, education, education: replace generic
“how to use Dreamweaver” 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 end…
IWMW2004 /
Birmingham
37
Hard part: continuous QA
• “But it was valid when I first created it…”
• 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. “validator to RSS”)
• Any “external” data sources either fixed at
source, or run through filters (TIDY)
IWMW2004 /
Birmingham
38
Conclusion
Brian Kelly: “People may be interested to know how
you managed to get your homepage to validate
as XHTML 1.0 Strict”
Hmmm…through hard work.
• No magic bullet
• steep initial learning curve
• “Paradigm shift”
• Continuous monitoring / QA
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
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

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IWMW 2004: Implementing Web Standards Across The Institution - Trials And Tribulations Of A Redesign (B2)

  • 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 “web standards” 16:10-16:50 Case study: trials and tribulations of a redesign – the Salford experience Questions 16:50 Exercise 2: Implementing web standards – 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 “web standards" • Have gained an insight into the advantages of “web standards” • 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 “web standards” 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, don’t have all the answers – simply a method that worked for us • Hoping to generate good discussion
  • 6. IWMW2004 / Birmingham 6 Setting the scene: what do we mean by “web standards” 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?) “Ethos”: • 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 – the Salford experience “How we got from there…
  • 8. IWMW2004 / Birmingham 8 … to here” Case study: trials and tribulations of a redesign – 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 • “Naff”/”Kitsch”/{insert expletive here} • Structurally confusing: “where am I?”
  • 11. IWMW2004 / Birmingham 11 Case study: problems with the site (cont.) Technical issues: • Cluttered code: FONT, TABLE • HTML not made for “round corners” = more markup to fake it • As result: templates cumbersome
  • 12. IWMW2004 / Birmingham 12 Case study: problems with the site (cont.) • Pages didn’t print well • Need for “printer friendly” versions
  • 13. IWMW2004 / Birmingham 13 Case study: problems with the site (cont.) …and many more problems: • graphical buttons • dropdown navigation (accessibility and “spiders”?) In short: a mess. But…we’ll keep it for a while. Fixed some issues, but most problems remained…
  • 14. IWMW2004 / Birmingham 14 Case study: fast forward 2 years… • Beginning of 2003 University started CI review • Tightening of lax guidelines, creation of new ones • Web would need “face lift” • 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 “web standards”? • Nowadays: “web standards” buzzword • At the time: just trying to follow best practices • Separation of content/presentation • Lighter code – quicker download times • Accessibility concerns (SENDA/DDA): making site work in maximum number of browsers – no proprietary markup • What about next redesign? • “work smarter” / “web design on a shoestring”
  • 16. IWMW2004 / Birmingham 16 Case study: why XHTML specifically? • Separation of content/presentation can be achieved with HTML4.01 just the same • Requires “personal” discipline • Stricter syntax for XHTML removes most/all presentational markup - validation brings more things to light • Future plans of CMS – 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) • “Ethos” 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 “tabula rasa” – 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 – template page structure • Concentrated on identifying “functional blocks” – Branding (logo) – Search box – Navigation – Breadcrumb trail – Content – Footer • Tempting, but don’t think about what it looks like! (however, think about order in which blocks appear in code) • Directly translates to XHTML – DIVs (or appropriate block level elements – FORM) • Try choosing most “semantically appropriate” elements (e.g. navigation as list) • Validate
  • 21. IWMW2004 / Birmingham 21 Case study: approach – template style • Creating stylesheet probably took longest • Ideally, XHTML “frozen” • However, occasional need to revisit XHTML: re- ordering elements, adding “hooks” for specific styling
  • 22. IWMW2004 / Birmingham 22 Case study: approach – 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 – 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: – Create most appropriate XHTML – Where necessary: new page/section specific styles • In theory: simply “pop it into the template” (plus few manual tweaks)
  • 24. IWMW2004 / Birmingham 24 Case study: approach – populating the template (cont.) • “Relatively easy” to create beautiful CSS driven layouts with known, “frozen” content (cfr. CSSZenGarden) • Real-world content offers “interesting” challenges • Often requires revisiting content XHTML, or even template XHTML/CSS
  • 25. IWMW2004 / Birmingham 25 Case study: approach – let’s get dynamic • Static pages converted, but not forgetting database driven areas (e.g. news/events, course finder) • Mostly simply updating server-side scripts’ output • Databases containing badly formed HTML: – UPDATEing db tables after cleanup – Solving problem at the root: ensuring HTML data well formed (if not valid) before committing to database: Editize and “sanity checks”
  • 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: “professional” / ”polished” • Less confusing for visitor (breadcrumbs, visible navigation)
  • 28. IWMW2004 / Birmingham 28 Case study: does the design solve original problems? (cont.) Technical: • Separation content/presentation • “lighter” 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 “printer friendly” 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, “spiderable”
  • 31. IWMW2004 / Birmingham 31 Case study: problems experienced • Majority due to inexperience with XHTML/CSS – 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 “semantics” • Although minimal use of “modularisation” (includes), would go further: more includes, template engine (SMARTY)?
  • 33. IWMW2004 / Birmingham 33 That was easy… …now for the hard part!
  • 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 postcard…but in the meantime, this is the approach we’re taking…
  • 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 “how to use Dreamweaver” 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 end…
  • 37. IWMW2004 / Birmingham 37 Hard part: continuous QA • “But it was valid when I first created it…” • 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. “validator to RSS”) • Any “external” data sources either fixed at source, or run through filters (TIDY)
  • 38. IWMW2004 / Birmingham 38 Conclusion Brian Kelly: “People may be interested to know how you managed to get your homepage to validate as XHTML 1.0 Strict” Hmmm…through hard work. • No magic bullet • steep initial learning curve • “Paradigm shift” • 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