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Designing and
  building for the
EDITOR EXPERIENCE


         Andreas Sahle - @pixelmord
Who is an editor?

Roles in real life
 Content Author
 Editor
 Translator
 Asset Manager
                   Andreas Sahle - @pixelmord
Design for roles




        Andreas Sahle - @pixelmord
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
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
How do editors
      think?

editors think in pages
 how shall a page look like?


                   Andreas Sahle - @pixelmord
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
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
everything is content




http://drupal.org/node/1175694


                                 Andreas Sahle - @pixelmord
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
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
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
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
Interface should be
simple and intuitive


          Andreas Sahle - @pixelmord
simple and intuitive

 fast & efficient
 avoid confusion
 remove clutter

                     Andreas Sahle - @pixelmord
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
No help here....




                   Andreas Sahle - @pixelmord
Heeeeeeeelp!




   help - http://www.鍖ickr.com/photos/loop_oh/4541019515/



                                                     Andreas Sahle - @pixelmord
Most important action




                        Andreas Sahle - @pixelmord
ready for action




                   Andreas Sahle - @pixelmord
ready for action




                   Andreas Sahle - @pixelmord
buttons FTW




              Andreas Sahle - @pixelmord
help when needed




                   Andreas Sahle - @pixelmord
Visual guidance




                  Andreas Sahle - @pixelmord
Step by step




               Andreas Sahle - @pixelmord
鍖n温鉛鉛霞.....




      Andreas Sahle - @pixelmord
Node forms

 long forms
 advanced options
 content vs. attributes
 content vs. meta data

                   Andreas Sahle - @pixelmord
separate content from attributes




                       Andreas Sahle - @pixelmord
what is important?




                     Andreas Sahle - @pixelmord
Content editing form for D8




                      Andreas Sahle - @pixelmord
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
Form widgets

 text - placeholder
 selectbox from hell
 client side validation
 autocomplete - yes or no?

                  Andreas Sahle - @pixelmord
add placeholder support




                      Andreas Sahle - @pixelmord
Finding the right
     widget
  or the select box from hell




                 Andreas Sahle - @pixelmord
multiselect




                                http://drupal.org/project/multiselect
chosen




 http://drupal.org/project/chosen
                                         Andreas Sahle - @pixelmord
multiple selects




select or other




  http://drupal.org/project/select_or_other       http://drupal.org/project/multiple_selects

                                               Andreas Sahle - @pixelmord
pick a date




http://drupal.org/project/date_popup_authored



 prevent validation failure




 http://drupal.org/project/maxlength
                                                Andreas Sahle - @pixelmord
Finding and
 selecting content

 I wish we had an autocomplete....
 autocomplete is not always the best
  solution




                   Andreas Sahle - @pixelmord
not complete




               Andreas Sahle - @pixelmord
autocomplete with meta data




  http://drupal.org/project/linkit
                                      Andreas Sahle - @pixelmord
putting things in the right order +
enhancing the autocomplete




   http://drupal.org/project/nodeconnect


   http://drupal.org/project/references_dialog




                                  Andreas Sahle - @pixelmord
one step further: select using a view




     http://drupal.org/sandbox/鍖oretan/1478684

                               Andreas Sahle - @pixelmord
create content in the process
of placing it into a panel




     http://drupal.org/sandbox/鍖oretan/1478684




                               Andreas Sahle - @pixelmord
create menu item and a new content in one




                      Andreas Sahle - @pixelmord
Validation and
        errors

 see errors fast
 connect error messages with the
  鍖eld in which they occurred




                   Andreas Sahle - @pixelmord
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
See the messages right where the error occurred




   http://drupal.org/project/inline_messages




                                  Andreas Sahle - @pixelmord
simple and intuitive

 fast & efficient
 avoid confusion
remove clutter

                     Andreas Sahle - @pixelmord
Streamlining the interface




   clutter keyboard - http://www.鍖ickr.com/photos/abhi_ryan/2444817523/


                                                               Andreas Sahle - @pixelmord
Admin menu is made for admins




                    Andreas Sahle - @pixelmord
avoid dead links




                     Andreas Sahle - @pixelmord
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
dashboard overview




 http://drupal.org/project/workbench

                                        Andreas Sahle - @pixelmord
Build custom admin
       pages
http://drupal.org/project/
 context_admin




                 Andreas Sahle - @pixelmord
Thank You !

See you in Munich
   @Drupalcon

        Andreas Sahle - @pixelmord

More Related Content

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
  • 3. Design for roles 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
  • 14. Interface should be simple and intuitive 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
  • 17. No help here.... Andreas Sahle - @pixelmord
  • 18. Heeeeeeeelp! help - http://www.鍖ickr.com/photos/loop_oh/4541019515/ Andreas Sahle - @pixelmord
  • 19. Most important action Andreas Sahle - @pixelmord
  • 20. ready for action Andreas Sahle - @pixelmord
  • 21. ready for action Andreas Sahle - @pixelmord
  • 22. buttons FTW Andreas Sahle - @pixelmord
  • 23. help when needed Andreas Sahle - @pixelmord
  • 24. Visual guidance Andreas Sahle - @pixelmord
  • 25. Step by step Andreas Sahle - @pixelmord
  • 26. 鍖n温鉛鉛霞..... Andreas Sahle - @pixelmord
  • 27. Node forms long forms advanced options content vs. attributes content vs. meta data Andreas Sahle - @pixelmord
  • 28. separate content from attributes Andreas Sahle - @pixelmord
  • 29. what is important? Andreas Sahle - @pixelmord
  • 30. Content editing form for D8 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
  • 33. add placeholder support Andreas Sahle - @pixelmord
  • 34. Finding the right widget or the select box from hell Andreas Sahle - @pixelmord
  • 35. multiselect http://drupal.org/project/multiselect chosen http://drupal.org/project/chosen Andreas Sahle - @pixelmord
  • 36. multiple selects select or other http://drupal.org/project/select_or_other http://drupal.org/project/multiple_selects Andreas Sahle - @pixelmord
  • 37. pick a date http://drupal.org/project/date_popup_authored prevent validation failure http://drupal.org/project/maxlength Andreas Sahle - @pixelmord
  • 38. Finding and selecting content I wish we had an autocomplete.... autocomplete is not always the best solution Andreas Sahle - @pixelmord
  • 39. not complete Andreas Sahle - @pixelmord
  • 40. autocomplete with meta data http://drupal.org/project/linkit 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
  • 51. avoid dead links 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
  • 54. Build custom admin pages http://drupal.org/project/ context_admin Andreas Sahle - @pixelmord
  • 55. Thank You ! See you in Munich @Drupalcon Andreas Sahle - @pixelmord

Editor's Notes