This document discusses designing content management interfaces for editors. It emphasizes that editors think in pages and see everything as content. Interfaces should be simple, intuitive, and avoid clutter. Forms should separate content from attributes and validation errors should be displayed next to the relevant fields. Widgets like autocomplete need to provide relevant metadata. The goal is to streamline interfaces and only present what editors need through custom menus and dashboards.
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Designing and building for the editor experience
1. Designing and
building for the
EDITOR EXPERIENCE
Andreas Sahle - @pixelmord
2. Who is an editor?
Roles in real life
Content Author
Editor
Translator
Asset Manager
Andreas Sahle - @pixelmord
4. Roles
Set up roles like editor and
translator ...
Start testing early with user stories
and personas
the permission system is no
replacement for an interface
strategy
Andreas Sahle - @pixelmord
5. What does an editor
want?
create pages
add/edit content
鍖nd and select content / link
content
add menu item
translate text
Andreas Sahle - @pixelmord
6. How do editors
think?
editors think in pages
how shall a page look like?
Andreas Sahle - @pixelmord
7. Automatic vs.
manual pages
most websites are a mixture of
automatic and manual page creation
the hard part is de鍖ning the
separation of editable and
automatic
Andreas Sahle - @pixelmord
8. How do editors
think?
everything is content
I want to add a picture here
I want to translate this text
I want to add another item to the
list
Andreas Sahle - @pixelmord
10. Is there an editing
mode?
One theme for everything vs.
separation in admin and
frontend theme
Crossing the line between
backend and frontend
Seven is not enough
Andreas Sahle - @pixelmord
11. Where Drupal
makes our life
chronological order is often reverse
no distinct system for structuring
content
to much interface total control
the con鍖guration and editing
options are all over the place
Andreas Sahle - @pixelmord
12. Where Drupal
makes our life
more additional functionality leads
to loss of consistency
Taxonomy for categorizing, for menu
structure, for switching options
standard menu, menu block, taxonomy
menu
drupal blocks, views blocks, views
content panes, node blocks , minipanels
Andreas Sahle - @pixelmord
13. Where Drupal
makes our life
we are building with a
framework
great architecture
hook_world_alter
theres a module for that
a big community
Andreas Sahle - @pixelmord
15. simple and intuitive
fast & efficient
avoid confusion
remove clutter
Andreas Sahle - @pixelmord
16. Do editors need
HELP?
Sometimes less help is more
dont think help text, think wizard
dont think help text, think action
button
rubik style help tips
Andreas Sahle - @pixelmord
31. WYSI(N)WYG
naming of input formats is
important:
text editor vs. FilteredHTML
do we really need more than one
text format?
just 10 buttons, show all of them
Andreas Sahle - @pixelmord
32. Form widgets
text - placeholder
selectbox from hell
client side validation
autocomplete - yes or no?
Andreas Sahle - @pixelmord
41. putting things in the right order +
enhancing the autocomplete
http://drupal.org/project/nodeconnect
http://drupal.org/project/references_dialog
Andreas Sahle - @pixelmord
42. one step further: select using a view
http://drupal.org/sandbox/鍖oretan/1478684
Andreas Sahle - @pixelmord
43. create content in the process
of placing it into a panel
http://drupal.org/sandbox/鍖oretan/1478684
Andreas Sahle - @pixelmord
44. create menu item and a new content in one
Andreas Sahle - @pixelmord
45. Validation and
errors
see errors fast
connect error messages with the
鍖eld in which they occurred
Andreas Sahle - @pixelmord
46. client side validation
why wait for a page reload to 鍖nd
out that you forgot 鍖lling in a 鍖eld?
http://drupal.org/project/clientside_validation
HTML5 elements
http://drupal.org/project/html5_tools
Andreas Sahle - @pixelmord
47. See the messages right where the error occurred
http://drupal.org/project/inline_messages
Andreas Sahle - @pixelmord
48. simple and intuitive
fast & efficient
avoid confusion
remove clutter
Andreas Sahle - @pixelmord
49. Streamlining the interface
clutter keyboard - http://www.鍖ickr.com/photos/abhi_ryan/2444817523/
Andreas Sahle - @pixelmord
50. Admin menu is made for admins
Andreas Sahle - @pixelmord
52. Only what an editor needs
Give the editor role a seperate
menu
what are the (most recent) edits?
where can I change the menu?
what translation tasks are
un鍖nished?
Andreas Sahle - @pixelmord