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Nine Ways to Improve the Drupal Administrative Experience

In the open source world, you often hear people observe that Drupal was built for developers while WordPress was built for content managers.  This observation contains thinly veiled criticism of both platforms.  For Drupal the implication is that the platform doesn’t provide a great user experience for content managers.

The criticism sticks because it is sort of true.  Right out of the box Drupal’s administrative tools aren’t intuitive or easy-to-use.  With the release of Drupal 8, Drupal out of the box is better than it used to be, but is still somewhat baffling to folks that aren’t familiar with the platform’s quirks.

As someone who builds sites in both WordPress and Drupal, I have to admit that I have contributed to Drupal’s bad content management reputation.  I am guilty of not focusing enough on the experience of people that do the day-to-day work in Drupal: content managers.  The fact is, with a little effort you can create a good content management experience in Drupal.  Below are some tips on how you can improve the Drupal administrative experience.

(1) Create Custom User Roles

By default Drupal creates an Administrator user role that has access to the entire backend administrative system (content, theme, blocks, views, etc.). When setting up a site, all administrative users ware often given access to the full suite of backend tools.  This is confusing to many users as they have access to lots of features they aren’t familiar with and really shouldn’t be using.  It can also lead to bugs as admins experiment with backend tools they haven’t been trained on.

Drupal features a powerful user role system that allows for the creation of custom user roles.  Once a custom role is created, super administrators can pick and choose what backend features and functionality the role has access to.    At the beginning of a new project user roles should be set up for the different types of administrators.  People who are just going to be managing content should only have access to the content editing tools.  If someone is just posting press releases, they should just have the ability to post press release.

This approach both makes the administrative tools easier to use and prevents mistakes caused by people using features they haven’t been trained on.

(2) Customize the Look of the Administrative Section

The default Drupal administrative themes that come with Drupal 6 and 7  aren’t very attractive or usable.  Fortunately there are a myriad of slick administrative themes you can install to improve the Drupal administrative experience.  We are partial to Ember for Drupal 7 sites.

Drupal 8 actually has a pretty nice default administrative theme, although you can use a different theme (or create your own) if you want to.

Take the time to make sure your Drupal administrative section looks as nice as the site’s frontend.

(3) Customize the Options in Your Administrative Menu

If you have used a Drupal site you are undoubtedly familiar with the menu options that are available by default.  Content.  Structure.  Appearance.  People.  Modules.  Configuration.

While these options make pretty good sense for people that have full administrative rights and know Drupal, they aren’t relevant for all users on all projects.  We recommend customizing the menu options based on your site’s workflow/needs.

Some tips:

  • Minimize clicks by having frequently used administrative pages accessible via the top level navigation system.  If 90% of the site’s content involves creating and editing blog content, have “Create Blog Entry” and “Edit Blog Entries” be two of your top level options.  Give admins easy access to the functions they perform frequently.
  • Don’t be afraid to rename things.  If you think “Theme” makes more sense than “Appearance” then simply rename the tab.
  • Add links to other resources you use in managing your site that may not be part of Drupal.  Add links to documentation, style guides, Analytics accounts, etc. so that the Drupal administrative section can serve as the definitive resource for your web program.

(4) Create Custom Administrative Views

By default Drupal features a “Find Content” section that allows for users to filter results by content type.  On more complex sites this section becomes inadequate as your administrators will want to search using different criteria based on the content type they are reviewing.  For example, an administrator may want to filter the content type blog post by author.  This author filter may not be relevant for a content type such as press releases.

It is easy in Drupal to customize the options available on that main Find Content page and to create custom views for specific content types.  Take the time to customize the backend content view pages so they are truly useful to administrators.

(5) Take the Time to Set Up the Dashboard

Drupal comes with an administrative dashboard section that allows you to create quick links to the most frequently used content.  Take the time to set up and customize your site’s administrative dashboard.  Here are some ideas on how the dashboard can be used:

  • Create quick links to functions that are performed all the time.  This would include things like Add Press Releases, Edit Press Releases, etc..
  • Create quick links to third party resources the client may want to access.  This might include links to Google Analytics, Mailchimp, Client Reports, Style Guide, etc.
  • Include a list of recent content the user has edited.
  • Include a list of content updated by other users.

(6) Write Instructions

When building large Drupal sites it is inevitable that some content types end up with a ton of fields.  These fields can be mysterious to people not familiar with the site..  We recommend grouping these fields into logical field collections and writing clear instructions as to what the fields are used for as a way to avoid confusion.

As an example, say you have a content type called Research that includes a checkbox called Featured Research.  On the backend you should explain that clicking this checkbox causes the research node to be featured prominently on the main Research page.  Write clear instructions so that administrators always know the ramifications of the choices they make.

(7) Document Image Sizes

Over the years our Drupal sites have gotten more and more image intensive.  And with the rise of mobile we also find ourselves having to upload multiple versions of images to ensure they look good on phones and tablets as well as desktops.

It sounds simple, but on the backend you should provide specs to content administrators regarding the file size, dimensions and format of images.  If you want a square jpg that is no more than 500*500 to be uploaded, tell the administrators that up front.  It will save a lot of trial and error.

(8) Install and/or Customize the WYSIWYG

It sounds crazy, but Drupal 8 is the first version of Drupal to include a WYSIWYG in core. (I told you Drupal was built for developers).  So if your site is in Drupal 7, as a first step you will need to install a WYSIWYG module such as CKEditor if you don’t want your content editors to have to write straight code.

Once you have a WYSIWYG installed take the the time to customize the options that are available based on what your content managers will be doing.  If you know your content managers will be copying a lot of content from Word, include the Paste from Word option.  If you don’t want content editors to change fonts, don’t include the font selector option.

While we encourage the installation of WYSIWYG’s for basic formatting, we advise against providing too many options.  If you have set up your Drupal site in an intelligent way, content managers should only be doing basic editing work (adding links, bullets, etc.) in the WYSIWYG.

(9) Don’t Forget to Do Spring Cleaning

A lot of the sites we manage have been in Drupal for years.  In many cases the backends of our sites have gotten really messy as a result.  Take the time a few times a year to go in and clean up to make sure the administrative tools remain easy-to-use.

Are there fields, taxonomies or content types that are no longer in use?  Remove them.  Are there new materials that should be featured in the overall administrative menu?  Add them.  Are there materials that are no longer relevant?  Delete the links.

Periodic clean up is important.  Without it the administrative section can get really confusing for new people who come on board who may not have historical knowledge of a site.

blog_new_orleans

Drupalcon New Orleans: 21 Key Takeaways

Chris, Mike, Ron, Shane and I spent last week at Drupalcon in New Orleans.   We learned a lot and enjoyed a little too much of News Orleans’ food and nightlife.  Following is a list of our key takeaways from the trip.

(1) I attended my first Drupalcon Business Summit on the Monday before the conference.  It was inspiring to hear the perspectives of others running Drupal development firms and I came out of the Summit with tons of marketing ideas and growth strategies.  I would highly recommend the Business Summit, as well as the other Drupalcon Summits (Government and Higher-Ed) that were held on Monday.

(2) In his Druplacon Day 1 keynote, Drupal founder Dries Buytaert proposed a number of new initiatives for Drupal 8.  I was personally most excited by the proposed improvements to the way media and workflow are handled in Drupal 8.

(3) Lafitte’s Blacksmith Shop Bar was built between 1722 and 1732 and is reputed to be the oldest structure used as a bar in the United States.  It is also lit nearly entirely by candlelight and is the darkest bar I have ever been in.   Cool place.  Photo of Ron and Chris enjoying some adult beverages.

Ron and Chris at the darkest bar in New Orleans during Drupalcon.

(4) Around half of our Brick Factory staff work out of our Washington, DC office with the other half working remotely.  I attended a good session on running a distributed Drupal shop that included a bunch of useful tips.  One interesting factoid from the session: 30 million Americans currently work from home and that number is expected to double in the next few years.

(5) Given the increasing architectural complexity of Drupal, Ron thought most development shops would host their Drupal sites on one of the excellent Drupal managed hosting platforms that are out there (Acquia, Pantheon, Platform, Blackmesh, etc.).  These platforms provide Continuous Delivery solutions and are more secure, reliable and scalable than self hosting.

(6) Apparently the state of Georgia saved $5,000,000 switching from Vignette to Drupal.

(7) The Crab BLT and onion rings at St. Lawrence are highly recommended.  Great food and cool place.

Fried crab BLT at St Lawrence in New Orleans

(8) I attended a Drupalcon session on improving the Drupal administrative experience that was very useful.   It sounds obvious, but the key to creating great content management tools is to spend time planning out the administrative experience in the same way you would the front end experience.  We are certainly guilty of skipping this step at times.

(9) If you have ever wondered why WordPress has a robust marketplace of themes and modules/plugins and Drupal doesn’t, check out this talk.  The session explains how Drupal’s General Public License prevents the selling of modules and why that may not be a good thing.

(10) From the same Druplacon talk, there apparently is a closed Drupal distribution called NP8 that is aimed at media companies and costs several hundred of thousands of dollars a year.  We’ve got to get us one of those!

(11) Ron and Shane have developed an intense ping pong rivalry at the various Drupalcons they have attended together over the years.  Ron continues to dominate, although he definitely showed some signs that he may be past his prime. Shane is coming for you Ron!

Drupalcon ping pong match in New Orleans.

(12) Most of the programming sessions at this year’s Druplacon focused on training developers on how to use Drupal 8.  The Drupal 8 sessions were packed with overflow crowds,  with many standing and sitting the floor.  From our own work and talking to others, it is clear that that the learning curve for D8 is much higher than D7.

(13) We are very excited by the caching layer in Drupal 8 and the various contributed modules that the improved caching is making possible.  There is an experimental module called BigPipe that allows for uncacheable programming blocks to be loaded after everything else on a given page. RefreshLess also looks really interesting and promising.

(14) We all thought theDrupalcon Day 2 keynote by Sara Wachter-Boettcher was amazing.  The talk was about how we can make our designs kinder and more inclusive.  She shared some great anecdotes about how website design and language can unintentionally lack empathy.  One example: brands that send Mother’s Day promotions to people whose mothers may have passed away or are not involved in their lives.

(15) Chris found the Lessons from WordPress Core Drupalcon session that covered the differences in approach between WordPress and Drupal very interesting.  Wordpress tends to prioritize backwards compatibility and the content editor experience. Drupal prioritizes code and the programmer, and hasn’t traditionally worried about backwards compatibility. Things are changing a bit on the Drupal end, and there are ongoing discussions about whether the Drupal release cycle should mirror WordPress more closely. It seems the sweet spot may be somewhere between where Drupal was and WordPress is, and it looks like that is where the Drupal community is headed.

(16) Unlike most cities in the US, the bars in New Orleans don’t really seem to close so the night can just sort of keep going and going.  This sign we came across sums up the ethos of the place pretty well.

The soup of the day is whiskey.

(17) If you are a programmer just getting started in Drupal 8 we recommend the Altering, Extending, and Enhancing Drupal 8 session.  Great overview.

(18) Overall it was validating to see that our front and back end Drupal development processes are in line with what other firms are doing.  The sessions we attended will lead us to take a fresh look at Pattern Lab, kss-node and CSS regression testing (Phantom CSS/Wraith).

(19) The Responsive Images Druplacon session took an in-depth look at how to size responsive images to work well with all devices and how to implement in Drupal   We use images to evoke emotion on many of our sites, so having images look great in all sizes is something we need to prioritize.

(20) We had some great meals in New Orleans, but the best was probably at Cochon Restaurant.  The smoked pork ribs were amazing, as was the Louisiana cochon with cabbage, cracklins and pickled turnips (pictured below).  Must visit.

Louisiana cochon with cabbage, cracklins and pickled turnips

(21) A few on our Brick Factory team would have benefited from not having a casino strategically positioned between our hotel and the conference venue.  Harrah’s New Orleans misses the Brick Factory.

(22) Next year’s Druplacon will be in Baltimore, approximately an hour away from our Brick Factory DC headquarters.  We’ll be there.

moving

Our New Digs

When founding the Brick Factory back in 2011 one of the first (and biggest) decisions we had to make was about our new office.  The decision was made difficult by a number of challenges:

  1. We decided to launch the firm in the Summer with a firm start date of October 1, 2011.  As a result we only had a few months to find the space, which meant we were limited to offices that were immediately available and didn’t require long build outs.
  2. Finding office space was one of a million things we had going on at the time.  Simply starting the new company was our primary focus, so didn’t have the time to devote our full attention to the search for a new office.
  3. As a new company with a limited credit history, we didn’t have much leverage in our negotiations with prospective landlords.  
  4. We wanted to be in downtown DC, which is a market priced for corporate clients.  There were (and still are frankly) a limited number of office buildings we could afford as a small business.  

We ended up finding a nice pre-built space at 1726 M Street NW near Dupont Circle.  We tore down a wall or two, slapped some paint on the walls and filled it with the nicest furniture we could afford.  And we got to work.

1726 M Street was never our dream office.  It had ugly carpet, limited windows and an eccentric heating/cooling system.  But I’ll always remember if fondly since it was our first office.  It served us well.

In early 2015 we heard that our landlord was planning to tear down 1726 M Street and a few other buildings nearby. The plan was to build a fancy new mega building with rents way out of our price range.  Our landlord exercised the eviction clause in our contract and we had to be out in nine months.

This time around we had a lot more time to find our new space and also a better idea of what we wanted:

  1. A boutique building with character as opposed to a nameless office building like our old space.  We wanted a building small enough that we could have our own floor.
  2. A downtown DC location with metro access.  We loved our old location so didn’t want to move too far away.
  3. After years working in a dark office with windows on one side, we wanted windows on all three sides if possible.
  4. The opportunity to design the space to our specific needs.

The search took a few twists and terms, but we found our new space and today we moved into our new office on 925 15th Street NW.  The space is right on McPherson Square and not far from the White House.  Our new office has our own floor, windows on three sides and was built out to our specs.  It is kind of awesome.  

While leaving the old space is a little bittersweet, all and all we are thrilled with our new office. For me personally, moving into this new office represents the beginning of a new phase for the Brick Factory.  To borrow from Swingers, “our little baby is all growns up.”

We look forward to hosting our clients and friends in the coming weeks and months in the new space.  In the meantime you can see some photos of the new space here.

Drupal Blog Post Header

5 Drupal Websites That Will Elicit Envy

What makes a great website? Is it the copy writing? The layout? The interactive features? The copious amounts of cute animal pictures? Maybe it’s all of the above. And more.

No matter what it is that makes your website great, you can do it in Drupal.

Drupal is a popular open source content management system (CMS) much like WordPress. With the assistance of a talented web development firm, you can a create stunning one-of-a-kind website.

Below are five beautiful Drupal websites. They’re well-designed. They’re engaging. They stand out in a crowd.

And, most importantly, they help both the user and the organization achieve their goals.

The Metropolitan Museum of Art

Metropolitan Museum of Art

Ever wanted to go on a private tour of the Met? Through the Met’s sleek and modern website, you can. This website translates the museum experience into a digital one. It accomplishes this by using a full screen layout and with a wide variety of interactive features. Audio clips, short lecture videos, and artwork comparisons add a layer of depth that helps bring the pages to life.

Tesla Motors

Tesla Motors

Tesla’s website demonstrates that their design capabilities extend beyond cars. “Show don’t tell” seems to be their strategy; they let the media speak for itself. The front page of the website features a short, full-screen video that shows off the capabilities of their car. While viewers watch the video, the camera pans downward, directing them to the unobtrusively placed call to action near the bottom of the page.

Children’s Cancer Foundation

Children’s Cancer Foundation

Australia’s Children’s Cancer Foundation’s website presents the user with key facts that help drive home their mission: to support children with cancer. They use a variety of media, such as a flip book, to illustrate the problem and encourage the user to engage with the content.

The World Economic Forum

World Economic Forum

The World Economic Forum’s website serves as the platform to promote their viewpoint and raise awareness of major issues. The drop down mega menu is the highlight of the website, as it shows off Drupal’s customizability. Rather than featuring just text links, it also includes sub-menus, different layouts, and images to help users find the articles they’re interested in.

The Audubon Society

Audubon Society

The Audubon Society’s website utilizes frequently-changing media to replicate the experience of bird watching, impassioning their audience to support conservation efforts. When you first arrive on the site, you’re greeted by a high-quality, full-screen, scrollable image. In addition, each article is accompanied by a clickable bird call of the featured feathered friend. All of these features combined create an immersive user experience.

Final Thoughts

This is just a small sample of great Drupal websites. From the White House to the University of California, Drupal has become a top choice for designers and developers looking to craft beautiful sites.

But these five sites aren’t just beautiful. They combine layout, interactive features, and content to create best experience possible and keep their users coming back for more. The next time you’re thinking of redesigning or creating a new website, consider Drupal.

Collect ‘em all! The complete Brick Factory Fun Facts set

We like to think we are a fun group, and maybe a little strange, but hey we all have our quirks. We just made our quirks into fun cards for you.  We’ve been posting these fun facts on our Facebook page for the past few months, and now we have compiled them all in one place for you.  We know you’ve been anxious to  display these on your desk, hang a few on your fridge, keep a couple in your wallet… etc.

Chris

Dan

gerry

Hannah

Jei

John

Josh

Katie

Mike

Ron

Shane

Teddy

Todd

Tom