progressive enhancements to improve content editing and reuse in cascade server: blocks (part 1 of...

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Progressive Enhancements to Improve Content Editing and Reuse By Bryce Roberts, MS, MSPH StoneRidge Corporation [email protected] © 2013 – StoneRidge Corporation

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In this first installment in a three-part webinar series about content editing and reuse in Cascade Server, Bryce Roberts of Stoneridge Corporation discusses one way to set up the blocks for your site.

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Page 1: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Progressive Enhancements to Improve Content Editing

and ReuseBy Bryce Roberts, MS, MSPH

StoneRidge [email protected]

© 2013 – StoneRidge Corporation

Page 2: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Presentations Overview

• Block Based Content – 3/5• Configurable Layouts – 3/12• In-context Editing – 3/19

© 2013 – StoneRidge Corporation

These are technical presentations on advance development for Cascade Server, let’s drive in …

Page 3: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Block Based ContentReusable Content

© 2013 – StoneRidge Corporation

Page 4: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

To understand a comparison of methods for content reuse

To know the general benefits of block based content

To have a general idea about the differences and considerations between structured and unstructured content

To know some of the limitation in structured block based content

Learning Objectives

© 2013 – StoneRidge Corporation

Page 5: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Current SituationIt’s all about the WSYIWYG

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Page 6: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Content is often all contained within WYSIWYG of a particular page◦ Great for basic pages◦ Does not require significant customization or

development Structured data in a page with a data definition

◦ Great for complex pages with many parts◦ Require development to implement

To include content from one page in another page requires either an index block or a data definition

Current Situation

© 2013 – StoneRidge Corporation

Page 7: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example of a page that contents its content in a WYSIWYG default region.

Page Level – WYSIWYG – All Content

© 2013 – StoneRidge Corporation

Page 8: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example of a page with an attached data definition

Page Level – Data Definition – All Content

© 2013 – StoneRidge Corporation

Page 9: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

SolutionReusable content containers

© 2013 – StoneRidge Corporation

Page 10: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

References◦ Easy and does not require additional development◦ Limited to being a virtual copy of a page

Data definitions with page pickers◦ Fairly intuitive for end-users◦ Requires additional development◦ Can lead to chains of pages

Block Based Content◦ Most flexible implementation◦ Separates content from display (That’s good!)◦ Not as intuitive for most end-users

Possible Solutions

© 2013 – StoneRidge Corporation

Page 11: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Multiple implementation methods

Block types available for direct inclusions◦ WYSIWYG/Data Definition Block

Offers the most support for end users Can be form based

◦ XML Block Limited user support

◦ Text Block No user support

Block Based Content

© 2013 – StoneRidge Corporation

Page 12: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Data Definition vs. WYSIWYG Data Definition = Structured Content

WYSIWYG = Unstructured Content

More complex for implementation

Often requires a format to be paired with the content block

Good for complex data

Can validate block

Easy to implement

Directly include on page in a region

Limited for complex data type

No validation possible

© 2013 – StoneRidge Corporation

Page 13: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Solution◦ Block based content

◦ WYSIWYG block types with data definitions

◦ Validation (processes only known block types)

Examples◦ Faculty Page◦ Explore Emory Stories◦ Meta tag manager

Case Study – Emory University

© 2013 – StoneRidge Corporation

Page 14: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Highlighted Block Content Blocks

◦ Tabs

◦ Image with Text

◦ Link List

◦ News Feed

◦ Social Media Set

http://www.emory.edu/home/academics/faculty/index.html© 2013 – StoneRidge

Corporation

Page 15: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Supportive Data Definition

© 2013 – StoneRidge Corporation

Layout Choices

Consistent Labels

Limited WYSIWYG fields

Intuitive data structures

Page 16: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

This example show how a single block of data can be display in multiple formats. On the Emory homepage, it is a synthetic popup story. On the Emory

About page, it is an inline story with alterative colors.

One Block – Multiple Display Formats

Page 17: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Structure data that includes a type

Block Content – Data Definition - View

© 2013 – StoneRidge Corporation

Page 18: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Support user entering data and limited access based on user role

Block Content – Data Definition - Edit

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Page 19: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

This is an example of data definition of the wrong type being placed in the meta tag processor region. Add logic to the format so that

cascade alerts the user when the wrong type is selected.

Validation – Wrong Block Type Selected

© 2013 – StoneRidge Corporation

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ImplementationHow do we get here?

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Page 21: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Unstructured content◦ Just add a block to a system region◦ Often WYSIWYG◦ Limited editor support

Structured Content◦ Offers most support for the editor◦ Can be validated◦ Must be associated with a format

Possible Methods

© 2013 – StoneRidge Corporation

Page 22: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Identify types of blocks needed◦ Examples: Set of links, WYSIWYG, Calls to Action,

CSS files, JS files, RSS feeds, Accordion, Tabs, etc.

Create intuitive, supportive data definitions

Include non-editable fields in the data definition to identify the type of content

Use consistent structures

Block Level Design

© 2013 – StoneRidge Corporation

Page 23: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

<system-data-structure> <text identifier="type" label="Block Type" restrict-to-groups="hidden" default="link-set" required="true"/> <text identifier="title" label="Title"/> <group identifier="link" label="Link" multiple="true"> <text identifier="text" label="Link Text"/> <asset type="page" identifier="page" label="Internal Cascade Page or File"/> <text identifier="url" label="--or-- External URL" default="http://" /> </group> </system-data-structure>

Example – Link Set

© 2013 – StoneRidge Corporation

Page 24: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

<system-data-structure> <text identifier="type" label="Block Type" restrict-to-groups="hidden" default="link-set" required="true"/> <text identifier="title" label="Title"/> <group identifier="link" label="Link" multiple="true"> <text identifier="text" label="Link Text"/> <asset type="page" identifier="page" label="Internal Cascade Page or File"/> <text identifier="url" label="--or-- External URL" default="http://" /> </group> </system-data-structure>

Example – Link Set

© 2013 – StoneRidge Corporation

Page 25: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

<system-data-structure> <text identifier="type" label="Block Type" restrict-to-groups="hidden" default="link-set" required="true"/> <text identifier="title" label="Title"/> <group identifier="link" label="Link" multiple="true"> <text identifier="text" label="Link Text"/> <asset type="page" identifier="page" label="Internal Cascade Page or File"/> <text identifier="url" label="--or-- External URL" default="http://" /> </group> </system-data-structure>

Example – Link Set

© 2013 – StoneRidge Corporation

Page 26: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Check the block type◦ Notify user of error in block type

Build to process many types of block with one format (or import if using XSLT)

Output should reflect block content

Can include semantic identification if appropriate

Format Level Design

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Page 27: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example - Velocity

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Page 28: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example - Velocity

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Page 29: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example - Velocity

© 2013 – StoneRidge Corporation

Page 30: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example - XSLT

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Page 31: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Example - XSLT

© 2013 – StoneRidge Corporation

Page 32: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

It is all about organization! Keep all unpublishable assets together

◦ We have a “_cms” folder with all blocks/formats Use good meaningful names (editor training) Inline regions are helpful! Associated formats at the

template/configuration set levels for the editors◦ Don’t make your users do all the work

Choose a convention for organization that makes sense to you and your editors.

Site Level Design

© 2013 – StoneRidge Corporation

Page 33: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

By page type

By site root folders

By type of block

Use asset factories to help enforce organization

Example Organization of Blocks

© 2013 – StoneRidge Corporation

Page 34: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

ConsequencesEating your cake and having it too

© 2013 – StoneRidge Corporation

Page 35: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Easier to reuse content!

Better support for the editors!

Validation is possible!

Easier to limit access to pages – editors only need to touch structured content!

The good

© 2013 – StoneRidge Corporation

Page 36: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

More steps for users to create a page

Not as intuitive for most contributors◦ A block is not a page◦ Cannot publish a block

Requires more regions in templates

More initial planning on site setup

“Template creep”

The not so good

© 2013 – StoneRidge Corporation

Page 37: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Thank you and acknowledgements

I wouldn’t be here without you

© 2013 – StoneRidge Corporation

Page 38: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Emory University◦ For being a great client whose challenging needs

and great ideas drive great solutions Hannon Hill

◦ For continuing to develop and add wonderful features to Cascade Server

◦ For nurturing a wonderfully vibrant user community

Kat, Holly, and John◦ For making this presentation possible and for all

your support of the series

Thank you!

© 2013 – StoneRidge Corporation

Page 39: Progressive Enhancements to Improve Content Editing and Reuse in Cascade Server: Blocks (part 1 of 3)

Bryce Roberts, MS, MSPH

StoneRidge Corporation1050 E Piedmont Rd.Suite E-222Marietta GA, 30062

[email protected]

Contact Information

© 2013 – StoneRidge Corporation