CROWD Communications Group, LLC #DrupalCampNJ @CrowdCG Agenda - - PowerPoint PPT Presentation

▶
crowd
SMART_READER_LITE
LIVE PREVIEW

CROWD Communications Group, LLC #DrupalCampNJ @CrowdCG Agenda - - PowerPoint PPT Presentation

Oct 21, 2022 216 likes •573 views

Using Workbench to Improve Drupal Content Management Sean T. Walsh Co-Founder & CEO Sean@crowdcg.com CROWD Communications Group, LLC #DrupalCampNJ @CrowdCG Agenda Default Content Management in Drupal Using the Workbench Module

slide-1
SLIDE 1

CROWD

Communications Group, LLC

Using Workbench to Improve Drupal Content Management

Sean T. Walsh Co-Founder & CEO Sean@crowdcg.com

slide-2
SLIDE 2

#DrupalCampNJ

@CrowdCG

slide-3
SLIDE 3

Agenda

  • Default Content Management in Drupal
  • Using the Workbench Module Suite
  • Setup and UI
  • Case Studies
  • Extending Functionality
  • Q&A
slide-4
SLIDE 4

Default Content Management in Drupal

A Tale of Two States Published/Unpublished Too Simplistic Permissions by Content Type

👎 👏

slide-5
SLIDE 5

What is Workbench

A suite of modules to improve content management in Drupal Developed by Palantir - Initially built for large institutions

slide-6
SLIDE 6

e Workbench Suite

  • Workbench

(http://drupal.org/project/workbench)

  • Workbench Moderation

(http://drupal.org/project/ workbench_moderation)

  • Workbench Access

(http://drupal.org/project/workbench_access)

  • Workbench Media

(http://drupal.org/project/workbench_media)

slide-7
SLIDE 7

Initial Setup

  • Once the modules are installed...the fun begins
  • Understanding your organization and content
  • What types of content do you have?
  • Who/what roles can add, edit, delete, approve,

decline content?

  • What does the content workflow look like?
slide-8
SLIDE 8

Workbench Moderation

  • Improves Published/Unpublished States
  • Sets an extended group of states for content:

Draft, Needs Review, Published

  • Can be customized to provide additional states

(eg Last Look, Needs Work)

slide-9
SLIDE 9

Getting Started

slide-10
SLIDE 10

States

slide-11
SLIDE 11

Transitions

slide-12
SLIDE 12

Check Permissions

slide-13
SLIDE 13

Moderate

slide-14
SLIDE 14

Workbench Access

  • Used to structure permissions in a hierarchical

fashion

  • Can use menus, taxonomies, or custom structure
  • Limits users access to edit content in certain

editorial sections

slide-15
SLIDE 15

Workbench Access Example

  • Small Business
  • Editorial Areas = Sales, Support, Education,

Human Resources, Leadership

  • Content Types = Blog, Page, Job, Profile
  • Menu Structure = About, Pricing, Resources,

News/Events, Careers

slide-16
SLIDE 16

Editors

slide-17
SLIDE 17

Roles

slide-18
SLIDE 18

Sections

slide-19
SLIDE 19

Settings

slide-20
SLIDE 20

Case Study #1

“On the Bench” Blog

slide-21
SLIDE 21

“On the Bench” Blog

  • Daily Blog
  • Small Staff consisting of an Editor & several

Bloggers

  • No need for Workbench Access
slide-22
SLIDE 22

“On the Bench” Blog Content Workflow

Content Type Draft Needs Review Published Blog Bloggers Bloggers, Editor Editor

⇆

→

slide-23
SLIDE 23

“On the Bench” Blog

SITUATION: A player gets traded two hours after a blog post about his options is published, and the initial blogger has no internet access. SOLUTION: Another blogger creates a revision of the post and the Editor reviews and publishes it within 15 minutes of the news.

slide-24
SLIDE 24

Case Study #2

Benchmark Society

slide-25
SLIDE 25

Benchmark Society

  • Membership
  • rganization
  • Twice weekly blog
  • Weekly webinar

event

  • Monthly update
  • Mostly Volunteer Staff

& Content Creators

  • Executive Director
  • Community

Manager

  • Program Manager
  • Board
  • Members
slide-26
SLIDE 26

Benchmark Society Content Workflow

Section Draft Needs Review Published Community Education Leadership Comm, Board, Members Exec, Comm Exec Program Comm Exec Exec, Board Exec Exec

⇆ ⇆ ⇆

→ → →

slide-27
SLIDE 27

Benchmark Society

SITUATION: A board member drafts a private update for the leadership in the community section. SOLUTION: The community manager changes the section so the executive director can review and publish the update.

slide-28
SLIDE 28

Case Study #3

Bench Press

slide-29
SLIDE 29

Bench Press

  • Magazine publisher
  • 3 titles
  • Monthly issues
  • Features
  • Columns
  • Weekly web

exclusive

  • Paid Staff &

Content Creators

  • Publisher
  • Editorial Directors
  • Editorial Assistants
  • Multiple Writers
  • Multiple Authors
slide-30
SLIDE 30

Bench Press

Section Draft Needs Review Needs Work Last Look Published Issue Feature Column Web Exclusive Asst Dir Asst Pub Dir Dir, Asst Dir Dir, Asst Pub, Dir Dir Asst, Auth Dir Asst, Auth Dir Dir Asst, Auth Dir, Asst Asst, Auth Dir, Asst Dir

⇆ ⇆ ⇆ ⇆ ⇆ ⇆ ⇆ ⇆

→ → → → → → → →

slide-31
SLIDE 31

Bench Press

SITUATION: An issue is drafted by an assistant and reviewed by the director, however important information is missing. SOLUTION: The publisher catches the error and changes the state to “Needs Work” so that the editorial director can fix this before being published.

slide-32
SLIDE 32

Extending Workbench

  • Rules

(http://drupal.org/project/rules)

  • Scheduler

(http://drupal.org/project/scheduler)

  • Views

(http://drupal.org/project/views)

  • Panels

(http://drupal.org/project/panels)

slide-33
SLIDE 33

Conclusions

  • Workbench is an improvement for any Drupal site

that requires more refined content moderation

  • The key to its successful implementation is

understanding the roles, responsibilities, and content of an organization

  • It is flexible and can be configured to meet the

specific needs of the an organization

  • Using other modules you can further extend the

effectiveness of the Workbench suite

slide-34
SLIDE 34

CROWD

Communications Group, LLC

Questions?

Sean T. Walsh Co-Founder & CEO Sean@crowdcg.com