These people: • Don’t have much
web experience • Are easily confused
and lack confidence • Perform tasks very
slowly and carefully
These people: • Are quick to learn
new systems • Understand complex
user interfaces • Perform tasks
quickly and look for efficiencies
Not technical
Highly technical
CMS skill level
These people: • Have a lot of other
things to do besides update the website
• Rarely log in • Get frustrated when
they can’t remember how to do stuff
These people: • Spend most of the
day using the CMS • Perform the same
tasks over and over • Get frustrated with
inefficiency
Almost never
Almost always
CMS use level
Recommended modules 1. Views Bulk Operations with Administration
views 2. Administration menu 3. WYSIWYG 4. LinkIt 5. Login destination 6. Admin theme - Shiny
1. VBO with Administration Views
Drupal core: • Two options for filtering • Clunky to use (one at a time) • No keyword search
VBO Admin view: • Title search • Better filters • Add your own filters!
admin/content
VBO with Administration Views
admin/people
Drupal core: • More clunky filters • Filter by permission?? • No additional options
VBO admin views: • Username, email search • Filter by role • Add your own filter!
4. LinkIt Embedded internal links without LinkIt: 1. Open a new window 2. Find the page you want to link to 3. Copy node ID (ideally) or path alias 4. Create a regular hyperlink
Ask questions – any questions
● What is the typical content workflow? ● What are the biggest pain points in the
current process? ● What do you love or hate about your current
CMS?
Naming things is hard ● Leverage existing terminology ● Establish consistent labels for content types and
fields ○ Teaser: Brief description of the item that
appears on other pages that reference this page ○ Intro: Brief description of the item that appears
on the top of the page above the main content
2 31 1. Title
2. Thumbnail: Image that appears on index pages
3. Teaser: Text that appears on index pages
4. Feature image: Image that appears at the top of the page underneath the title
5. Author 6. Intro: Text that
appears before the body
7. Body: The main page contents
1
56
7
4
Write good help text • Good help text should: ○ describe where the field output will appear ○ answer any obvious questions ○ list any limitations or requirements
● Bad help text: ○ provides no additional information ○ provides confusing information ○ does not provide information that is required to
understand how to use this field ○ is often worse than no help text
Without custom links
1. Click Edit 2. Scroll down and click
publishing options tab 3. Untick promote 4. Save
Build it into your process
1. Set up a base build with contrib 2. Ask questions 3. Name things well 4. Write good help text 5. Use contextual links and make custom ones 6. Don’t forget about common sense 7. Peer review pays dividends