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Drupal content editing UX
Sergei Sorokin
COO Ukraine
Overview
• Problem outline and a bit of history
• Basic principles of improving backend UX
• Real-life examples, tips and modules
• Spark project and Drupal 8 UI
improvements
• Conclusion and Q&A
Drupal admin interface over the years
Drupal 4.7 Drupal 5
Drupal admin interface over the years
Default Drupal 6 in Garland
theme
Drupal 6 in Bartik theme with
admin_menu module
First D6 themes & modules aimed at
improving admin interface
• rubik
• rootcandy
• admin
• admin_menu
• vertical_tabs
• etc…
D7UX initiative
D7UX principles:
• Make the most frequent tasks easy and
less frequent tasks achievable.
• Design for the 80%
• Privilege the Content Creator
• Make the default settings smart
Site: www.d7ux.org
D7UX results
• Updated and
simplified structure
• “Seven” theme with
optional overlay
• Admin toolbar with
shortcuts
• Dashboard
• Contextual links
D7UX was a huge
improvement
To push it further, let’s identify the
issue first
Problem outline
• Drupal admin interface, concepts and
entities can be confusing even for
beginner developers
• Clients who are using the CMS usually
don't think in the same logical patterns as
developers
• Developers rarely pay attention to this
issue and it ends up being ignored
How to make client’s daily
interactions with your product
easier?
Basic principles
• Simplify by reducing all that is not
necessary
• Don't make user guess
• Ensure consistent logical and interface
patterns
• Minimize cost of user error
Real-life examples, tips
and modules
Navigation
• By default user is redirected to /user page
which is usually useless for editors
• Redirect user to the page where he/she can
perform their common actions
• https://drupal.org/project/login_redirect
• https://drupal.org/project/rules
• Logging in is not the only use case
• Remove unused menu items with permissons
• https://drupal.org/project/shortcutperrole
Dashboard & content list
Dashboard
• Default D7 dashboard
• https://drupal.org/project/workbench
Content list
• https://drupal.org/project/admin_views
• https://drupal.org/project/improved_admin
• https://drupal.org/project/views_bulk_operations
Total control https://drupal.org/project/total_control
Content: easy improvements
• Give meaningful names and descriptions to content
types, their fields and other entities
• Clone existing nodes with
https://drupal.org/project/node_clone
• Create another node of the same content type in a row
with https://drupal.org/project/addanother
• Schedule automatic publishing and unpublishing of
nodes https://drupal.org/project/scheduler
• Add https://drupal.org/project/linkit to provide easy
interface for internal and external linking to nodes, users,
managed files, etc…
Content: reduce with permissions
Leave only necessary
node options by:
• Limiting permissions
• https://drupal.org/project/
override_node_option
Content: WYSIWYG
• Don’t make user think about input format, set it by
role with: https://drupal.org/project/better_formats
• Integrate it with file system
• Remove unused buttons in editor
Content: media files
Allow user to manage and reuse uploaded files:
• https://drupal.org/project/media_browser_plus
• https://drupal.org/project/imce
• https://drupal.org/project/filedepot
• http://drupal.org/project/plupload for multiple file
uploads
These modules can be overwhelming for editors,
so try to disable unused features and customize
per needs.
Content: dealing with complex forms
https://drupal.org/project/field_group https://drupal.org/project/conditional_fields
Content: custom design
Views & panels
• Views built-in feature that is often overlooked: add
contextual links in all listings on the site to allow
quick access to node editing or deletion.
• Allow editors to edit headers and footers of Views
without giving access to everything else with
https://drupal.org/project/views_ui_basic
• Easily rearrange view items with
https://drupal.org/project/draggableviews
• If you use panels, you can override panel content
per node with https://drupal.org/project/panelizer
Minimizing cost of error
• Enable revisions by default and use
http://drupal.org/project/diff to let editors compare
them and easily roll back
• Make sure you have (at least) daily backups set up.
Not really an UI advice, but it’s always relevant
• Use https://drupal.org/project/field_validation to
create specific validation rules for fields
• Install https://drupal.org/project/clientside_validation
to send feedback to user immediately without having
to submit the form.
Spark
Distribution for D7
and part of core in D8
Spark
• In-place editing
• D&D layout tools
• Enhanced content
creation
• Dashboard
improvements
• Mobile (responsive)
administration
• CK Editor in core
• And much more
https://drupal.org/project/spark
Spark
In-place editing Responsive layout builder
Spark is another
great step forward
Conclusion
• Drupal admin interface often can be complex for
end users
• Constant improvement is evident (though it could
be faster)
• Usability of Drupal and your project in particular
depends on you: don’t overlook the issue, test
backend usability, improve it, share it by
contributing
• It’s a good investment that will enrich your projects
and make your clients a bit happier
Recommended reading
The Design of Everyday Things
by Donald A. Norman
Don't Make Me Think
by Steve Krug
Thank you!
Questions?

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Drupal content editing ux

  • 1. Drupal content editing UX Sergei Sorokin COO Ukraine
  • 2. Overview • Problem outline and a bit of history • Basic principles of improving backend UX • Real-life examples, tips and modules • Spark project and Drupal 8 UI improvements • Conclusion and Q&A
  • 3. Drupal admin interface over the years Drupal 4.7 Drupal 5
  • 4. Drupal admin interface over the years Default Drupal 6 in Garland theme Drupal 6 in Bartik theme with admin_menu module
  • 5. First D6 themes & modules aimed at improving admin interface • rubik • rootcandy • admin • admin_menu • vertical_tabs • etc…
  • 6. D7UX initiative D7UX principles: • Make the most frequent tasks easy and less frequent tasks achievable. • Design for the 80% • Privilege the Content Creator • Make the default settings smart Site: www.d7ux.org
  • 7. D7UX results • Updated and simplified structure • “Seven” theme with optional overlay • Admin toolbar with shortcuts • Dashboard • Contextual links
  • 8. D7UX was a huge improvement To push it further, let’s identify the issue first
  • 9. Problem outline • Drupal admin interface, concepts and entities can be confusing even for beginner developers • Clients who are using the CMS usually don't think in the same logical patterns as developers • Developers rarely pay attention to this issue and it ends up being ignored
  • 10. How to make client’s daily interactions with your product easier?
  • 11. Basic principles • Simplify by reducing all that is not necessary • Don't make user guess • Ensure consistent logical and interface patterns • Minimize cost of user error
  • 13. Navigation • By default user is redirected to /user page which is usually useless for editors • Redirect user to the page where he/she can perform their common actions • https://drupal.org/project/login_redirect • https://drupal.org/project/rules • Logging in is not the only use case • Remove unused menu items with permissons • https://drupal.org/project/shortcutperrole
  • 14. Dashboard & content list Dashboard • Default D7 dashboard • https://drupal.org/project/workbench Content list • https://drupal.org/project/admin_views • https://drupal.org/project/improved_admin • https://drupal.org/project/views_bulk_operations
  • 16. Content: easy improvements • Give meaningful names and descriptions to content types, their fields and other entities • Clone existing nodes with https://drupal.org/project/node_clone • Create another node of the same content type in a row with https://drupal.org/project/addanother • Schedule automatic publishing and unpublishing of nodes https://drupal.org/project/scheduler • Add https://drupal.org/project/linkit to provide easy interface for internal and external linking to nodes, users, managed files, etc…
  • 17. Content: reduce with permissions Leave only necessary node options by: • Limiting permissions • https://drupal.org/project/ override_node_option
  • 18. Content: WYSIWYG • Don’t make user think about input format, set it by role with: https://drupal.org/project/better_formats • Integrate it with file system • Remove unused buttons in editor
  • 19. Content: media files Allow user to manage and reuse uploaded files: • https://drupal.org/project/media_browser_plus • https://drupal.org/project/imce • https://drupal.org/project/filedepot • http://drupal.org/project/plupload for multiple file uploads These modules can be overwhelming for editors, so try to disable unused features and customize per needs.
  • 20. Content: dealing with complex forms https://drupal.org/project/field_group https://drupal.org/project/conditional_fields
  • 22. Views & panels • Views built-in feature that is often overlooked: add contextual links in all listings on the site to allow quick access to node editing or deletion. • Allow editors to edit headers and footers of Views without giving access to everything else with https://drupal.org/project/views_ui_basic • Easily rearrange view items with https://drupal.org/project/draggableviews • If you use panels, you can override panel content per node with https://drupal.org/project/panelizer
  • 23. Minimizing cost of error • Enable revisions by default and use http://drupal.org/project/diff to let editors compare them and easily roll back • Make sure you have (at least) daily backups set up. Not really an UI advice, but it’s always relevant • Use https://drupal.org/project/field_validation to create specific validation rules for fields • Install https://drupal.org/project/clientside_validation to send feedback to user immediately without having to submit the form.
  • 24. Spark Distribution for D7 and part of core in D8
  • 25. Spark • In-place editing • D&D layout tools • Enhanced content creation • Dashboard improvements • Mobile (responsive) administration • CK Editor in core • And much more https://drupal.org/project/spark
  • 27. Spark is another great step forward
  • 28. Conclusion • Drupal admin interface often can be complex for end users • Constant improvement is evident (though it could be faster) • Usability of Drupal and your project in particular depends on you: don’t overlook the issue, test backend usability, improve it, share it by contributing • It’s a good investment that will enrich your projects and make your clients a bit happier
  • 29. Recommended reading The Design of Everyday Things by Donald A. Norman Don't Make Me Think by Steve Krug