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Making Drupal 7 Simple to Use
                     for Everyone

Dries Buytaert               Jeff Noyes                     Lynne Capozzi
Drupal founder, Acquia CTO   Director of User Experience   Vice President Marketing
Acquia                       Acquia                        Acquia
@dries                       @jeffnoyes                     @bryanhouse
Housekeeping
 Can you hear us? Raise your hand in WebEx
 Unable to listen via your computer’s audio
 – Request phone access
Housekeeping


 Today’s webinar is being recorded. Slides and
 recording will be posted in next 24 hours at:

 – http://acquia.com/community/resources/recorded_webinars

 Submit questions via WebEx, we’ll answer as many
 as we can at end

 –Give it a try & tell us where you joining from today
Upcoming Webinars


 Thursday February 18th
 –How Open Source Frameworks for Social Publishing
  Eliminate WCM Shortfalls


Thursday February 25th
 - Preview of Drupal Gardens - 15 Minutes from Design
  to Online


     Register Today - http://acquia.com/webinars
Introduction


 Dries Buytaert
 –Founder and Project Lead, Drupal
 –President, Drupal Association
 –Co-founder & CTO, Acquia


 Jeff Noyes
 –Director of User Experience, Acquia
6




How did we get here?
Choosing the Right Technology
A Social Publishing Platform
Drupal “… is as much a Social Software platform
as it is a web content management system.”
                                                       content        users
CMS Watch, The Web CMS Report 2009
                                                                               blogs /
                                            workflow                             wikis




                                                                                     forums /
                                     taxonomy                                       comments
                                                      Content         Social
                                                      Mgmt         Software
                                     semantic         Systems          Tools          social
                                                                                     ranking
                                       web



                                                                                social
                                                RSS                            tagging


                                                                     social
                                                       analytics
                                                                    networks
Overview
Drupal’s perceived as being hard to use.
Usability lab testing

 Several formal lab tests between March 2008/2009
 conducted to answer these questions...

– What are the main challenges to new Drupal users?
– Is the language and terminology intuitive to users?
– How long does it take users to perform basic web
  development tasks with no formal Drupal training
– Do recent design changes work
  (password checker, vertical tabs, etc
Lab test results can’t be ignored
 Lots of vernacular confusion Page vs Story, Content vs Content
 type, Primary Links, etc.
 Inability to find content after creating it
 Mental model of creating pages not expected
 Users expected WYSIWYG vs.
 “input format”
 Unable to distinguish
 administrative layer
 Overwhelming administrative page
 Menu confusion with
 parent item
A usability team is born



                           Evolving team of 8-16 people
                           join forces to help make Drupal
                           easier. Two people stand out.

                              Roy Scholten (A.K.A Yoroy) for
                             sound design insights.

                             Bojhan Summers for staying
                             on top of the issues, rounding
                             up the troops & beating the
                             UX drum.
Acquia hires Mark Boulton
D7ux.org
Microprojects
 Overall information architecture
 Shortcuts
 Media manager
 Appearance
 Dashboard
 Profile
 Forums
 Watchdog
 Triggers
 Pathauto
 and more...
15




      Drupal 7’s
user experience goal
Drupal 7’s user experience goals
 Make the most frequent tasks easy and less
 frequent tasks achievable.

 Design for the 80%

 Privilege the Content Creator

 Make the default settings smart
17




    Drupal 7’s
usability highlights
Who benefits?
 Content Managers
–People that spend most of their time
 managing content, e.g. writers, editors
 etc.

 Designers & Developers
–People that spend most of their time
 building & theming sites.
Usability highlights




      Simplifying the content managers role.
Simplified startup options
Users can now start with a common set of
pre-configured features, or take the
advanced route and start from scratch.
Password verify made
more clear
Users now have a better experience setting
site credentials.
Appearance




             Information architecture
             Improvements
             More concrete categories for a clearer map
             of the Drupal system. - Emphasis on basic
             CMS tasks (content, structure, people etc)
             and pushed advance config a layer deeper
             (80/20)
Appearance




             Recently added content
             made easier to find.
             Users can now find recently added content
             by clicking “content”
Point-and-click edit.
Users can now edit content more quickly
and configure blocks more quickly.
Add shortcuts
                   Quickly add shortcuts to your most used
                   locations.




Shortcuts
Accelerate by creating shortcuts to most
used destinations - by role
Admin layer         Site layer




Overlay...
Clear separation of front—and back—end
tasks..
Sitewide dashboard
Users now have a customizable dashboard.
D7

     Clearer content/help text
     Rewrote/removed copy – making Drupal more
     friendly and concise. Focused on making help
     more helpful.




D6
Reorganized Forms
Redesigned fieldsets and compressed forms by
using vertical tabs.
Primary actions
separated from tabs
Adding content used be in the same
location as browsing lists of existing
content.
Usability highlights




       Designer & developer simplifications.
Redesigned appearance
Applying a theme is now modernized and
easier to understand which theme is active
Adding features (modules)
workflow improved
Modules now have direct links to permissions
and configuration settings. Outdated
modules can be updated within Drupal.
Clearing cache more
accessible.
Developers and themers can now clear cache
without having to scroll.
Upgrade manager
Modules with newly released revisions can
now be updated without leaving Drupal.
36




Drupal Gardens
Built on Drupal 7
Built to help people get over the hurdle of installing
Drupal and figuring out which modules to use.
WYSIWYG
Content can now be formatted
Media support
Media can be uploaded, reused, or added
from third party vendors like Flickr
40




Drupal 8 wish list...
More testing & solid metrics

Drupal Gardens will
become a platform for
user testing and getting
access to usage data.
Page improvements

Improve Drupal’s page model
User think about pages top down - add a page, give it a layout, add widgets, add
content.
Block improvements
Drag and drop features
Eliminate need to duplicate blocks to place in different regions




                                                    Drop here
Module administration improvements
Too much scrolling. Too often you have to click to enable/disable,
scroll way down, submit. Repeat.
Easier form creation
Building & styling forms should be easier. Form Builder should be
advanced
Content types
Creating content types and managing fields could be improved




                                                Drop here
Interaction Guidelines
Interaction standards should emerge to answer questions like:
 – Best practice use of:

     tabs
     wizards
     buttons
     drag & drop
     forms & form elements
     etc.
 – Accessibility standards

 – Help standards
48




Summary
Thanks!
          D7 will be a huge step forward!

   The Drupal community should be proud of its
         accomplishments. We’re proud!
If you want to help Drupal get better...

To help Drupal.org...
http://drupal.org/node/704062

To help Drupal...
http://drupal.org/contribute
We’re Hiring!
 Do you love working with Drupal?

 If so, Acquia is hiring:
 –Engineering & design
 –Client advisors and consulting
 –Inside sales


                Check out openings at
              http://acquia.com/careers
Questions
 For more information:
 – http://acquia.com                   Recording of today’s event and slides
 – http://twitter.com/acquia                    will be posted at:
                                       http://acquia.com/community/resources/
 – http://twitter.com/drupal                      recorded_webinars
 Contact Acquia:
 – 888.9.ACQUIA
  – sales@acquia.com

 Try Drupal 7
  – Sign up for beta code at http://drupalgardens.com
  – Download at http://drupal.org/project/drupal
 Download Acquia’s Drupal Stack Installers
  – http://acquia.com/download

  – Available for Debian, Ubuntu, Windows & Mac

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Making Drupal 7 Simple to Use for Everyone

  • 1. Making Drupal 7 Simple to Use for Everyone Dries Buytaert Jeff Noyes Lynne Capozzi Drupal founder, Acquia CTO Director of User Experience Vice President Marketing Acquia Acquia Acquia @dries @jeffnoyes @bryanhouse
  • 2. Housekeeping Can you hear us? Raise your hand in WebEx Unable to listen via your computer’s audio – Request phone access
  • 3. Housekeeping Today’s webinar is being recorded. Slides and recording will be posted in next 24 hours at: – http://acquia.com/community/resources/recorded_webinars Submit questions via WebEx, we’ll answer as many as we can at end –Give it a try & tell us where you joining from today
  • 4. Upcoming Webinars Thursday February 18th –How Open Source Frameworks for Social Publishing Eliminate WCM Shortfalls Thursday February 25th - Preview of Drupal Gardens - 15 Minutes from Design to Online Register Today - http://acquia.com/webinars
  • 5. Introduction Dries Buytaert –Founder and Project Lead, Drupal –President, Drupal Association –Co-founder & CTO, Acquia Jeff Noyes –Director of User Experience, Acquia
  • 6. 6 How did we get here?
  • 7. Choosing the Right Technology A Social Publishing Platform Drupal “… is as much a Social Software platform as it is a web content management system.” content users CMS Watch, The Web CMS Report 2009 blogs / workflow wikis forums / taxonomy comments Content Social Mgmt Software semantic Systems Tools social ranking web social RSS tagging social analytics networks
  • 8. Overview Drupal’s perceived as being hard to use.
  • 9. Usability lab testing Several formal lab tests between March 2008/2009 conducted to answer these questions... – What are the main challenges to new Drupal users? – Is the language and terminology intuitive to users? – How long does it take users to perform basic web development tasks with no formal Drupal training – Do recent design changes work (password checker, vertical tabs, etc
  • 10. Lab test results can’t be ignored Lots of vernacular confusion Page vs Story, Content vs Content type, Primary Links, etc. Inability to find content after creating it Mental model of creating pages not expected Users expected WYSIWYG vs. “input format” Unable to distinguish administrative layer Overwhelming administrative page Menu confusion with parent item
  • 11. A usability team is born Evolving team of 8-16 people join forces to help make Drupal easier. Two people stand out. Roy Scholten (A.K.A Yoroy) for sound design insights. Bojhan Summers for staying on top of the issues, rounding up the troops & beating the UX drum.
  • 12. Acquia hires Mark Boulton
  • 14. Microprojects Overall information architecture Shortcuts Media manager Appearance Dashboard Profile Forums Watchdog Triggers Pathauto and more...
  • 15. 15 Drupal 7’s user experience goal
  • 16. Drupal 7’s user experience goals Make the most frequent tasks easy and less frequent tasks achievable. Design for the 80% Privilege the Content Creator Make the default settings smart
  • 17. 17 Drupal 7’s usability highlights
  • 18. Who benefits? Content Managers –People that spend most of their time managing content, e.g. writers, editors etc. Designers & Developers –People that spend most of their time building & theming sites.
  • 19. Usability highlights Simplifying the content managers role.
  • 20. Simplified startup options Users can now start with a common set of pre-configured features, or take the advanced route and start from scratch.
  • 21. Password verify made more clear Users now have a better experience setting site credentials.
  • 22. Appearance Information architecture Improvements More concrete categories for a clearer map of the Drupal system. - Emphasis on basic CMS tasks (content, structure, people etc) and pushed advance config a layer deeper (80/20)
  • 23. Appearance Recently added content made easier to find. Users can now find recently added content by clicking “content”
  • 24. Point-and-click edit. Users can now edit content more quickly and configure blocks more quickly.
  • 25. Add shortcuts Quickly add shortcuts to your most used locations. Shortcuts Accelerate by creating shortcuts to most used destinations - by role
  • 26. Admin layer Site layer Overlay... Clear separation of front—and back—end tasks..
  • 27. Sitewide dashboard Users now have a customizable dashboard.
  • 28. D7 Clearer content/help text Rewrote/removed copy – making Drupal more friendly and concise. Focused on making help more helpful. D6
  • 29. Reorganized Forms Redesigned fieldsets and compressed forms by using vertical tabs.
  • 30. Primary actions separated from tabs Adding content used be in the same location as browsing lists of existing content.
  • 31. Usability highlights Designer & developer simplifications.
  • 32. Redesigned appearance Applying a theme is now modernized and easier to understand which theme is active
  • 33. Adding features (modules) workflow improved Modules now have direct links to permissions and configuration settings. Outdated modules can be updated within Drupal.
  • 34. Clearing cache more accessible. Developers and themers can now clear cache without having to scroll.
  • 35. Upgrade manager Modules with newly released revisions can now be updated without leaving Drupal.
  • 37. Built on Drupal 7 Built to help people get over the hurdle of installing Drupal and figuring out which modules to use.
  • 38. WYSIWYG Content can now be formatted
  • 39. Media support Media can be uploaded, reused, or added from third party vendors like Flickr
  • 40. 40 Drupal 8 wish list...
  • 41. More testing & solid metrics Drupal Gardens will become a platform for user testing and getting access to usage data.
  • 42. Page improvements Improve Drupal’s page model User think about pages top down - add a page, give it a layout, add widgets, add content.
  • 43. Block improvements Drag and drop features Eliminate need to duplicate blocks to place in different regions Drop here
  • 44. Module administration improvements Too much scrolling. Too often you have to click to enable/disable, scroll way down, submit. Repeat.
  • 45. Easier form creation Building & styling forms should be easier. Form Builder should be advanced
  • 46. Content types Creating content types and managing fields could be improved Drop here
  • 47. Interaction Guidelines Interaction standards should emerge to answer questions like: – Best practice use of: tabs wizards buttons drag & drop forms & form elements etc. – Accessibility standards – Help standards
  • 49. Thanks! D7 will be a huge step forward! The Drupal community should be proud of its accomplishments. We’re proud!
  • 50. If you want to help Drupal get better... To help Drupal.org... http://drupal.org/node/704062 To help Drupal... http://drupal.org/contribute
  • 51. We’re Hiring! Do you love working with Drupal? If so, Acquia is hiring: –Engineering & design –Client advisors and consulting –Inside sales Check out openings at http://acquia.com/careers
  • 52. Questions For more information: – http://acquia.com Recording of today’s event and slides – http://twitter.com/acquia will be posted at: http://acquia.com/community/resources/ – http://twitter.com/drupal recorded_webinars Contact Acquia: – 888.9.ACQUIA – sales@acquia.com Try Drupal 7 – Sign up for beta code at http://drupalgardens.com – Download at http://drupal.org/project/drupal Download Acquia’s Drupal Stack Installers – http://acquia.com/download – Available for Debian, Ubuntu, Windows & Mac