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Progressive Enhancements to Improve Content Editing and Reuse - In-context Editing

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Learning Objectives:

To understand what is in-context editing and how it is currently implemented in Cascade Server
To understand the issues related to configurable layouts with in-context editing
To understand the benefits of in-context editing and separating content from layout
To understand the general method of implementing in-context editing for configurable layouts

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Progressive Enhancements to Improve Content Editing and Reuse - In-context Editing

  1. 1. By Bryce Roberts, MS, MSPH StoneRidge Corporation Bryce@stoneridge.net © 2013 – StoneRidge Corporation
  2. 2. • Block Based Content – 3/5 • Configurable Layouts – 3/12 • In-context Editing – 3/19 These are technical presentations on advanced development for Cascade Server. Let‟s dive in … © 2013 – StoneRidge Corporation
  3. 3. Direct Content Editing Link, Presented on Layout © 2013 – StoneRidge Corporation
  4. 4.  Define in-context editing and current implementation in Cascade  Issues related to block-based content with configurable layouts and in-context editing  Benefits of in-context editing and separating content from layout  General method to implement in-context editing  Limitations of in-context editing implementations © 2013 – StoneRidge Corporation
  5. 5. <cascading> <blocks> </blocks> </cascading> © 2013 – StoneRidge Corporation
  6. 6. In-context Editing In-context editing is a cycle in which content for a page is edited by linking to the asset from the rendered display: Select block  Click Edit Icon  Edit & Submit Changes © 2013 – StoneRidge Corporation
  7. 7.  Cascade Server adds a block icon for every system region with an assigned block.  These block icons provide in-context editing for all system regions  The block can appear in unusual locations depending on the template structure © 2013 – StoneRidge Corporation
  8. 8.  Block-based content with template regions ◦ Content blocks appear with page structure block  Confusing to some end users  Content blocks appear identical to structure blocks ◦ Can greatly increase the number of icons on the layout  User-configurable Layout ◦ All block content in a layout appears as a single region ◦ Must navigate to layout before going to block BUT, Cascade Server has an elegant solution … © 2013 – StoneRidge Corporation
  9. 9. Block Based Content Content Blocks/Regions Page Structure Regions Unusual Block Placement © 2013 – StoneRidge Corporation
  10. 10. User-Configurable Layout All Content is now a single region. Missing block icons for all content blocks in the user-configurable layout. © 2013 – StoneRidge Corporation
  11. 11. In-context Content editing </hassle> © 2013 – StoneRidge Corporation
  12. 12.  Go back to page content as a single, giant WYSIWYG block ◦ Step backwards! – Not ideal! ◦ Why? ◦ Not easier for editing isolated content pieces  Go back to template level layout ◦ Step backwards! – Even worse! ◦ Why? ◦ Lose all the benefits of user-configurable layouts … © 2013 – StoneRidge Corporation
  13. 13.  In-context content editing ◦ Flexible implementation ◦ Intuitive for most end-users ◦ Supports separation of layout and content ◦ Allows Cascade‟s agile nature to shine ◦ Extends Cascade‟s user interface © 2013 – StoneRidge Corporation
  14. 14.  Dynamically inserted ◦ Editing link based on content blocks in layout  Supports user-configurable layouts  Distinctive from page structure blocks  Improves end-user experience by associating display with content editing. (Less guessing.) © 2013 – StoneRidge Corporation
  15. 15.  Solution ◦ In-context Content Editing  Supports page level flexible layouts  Supports block base content ◦ Distinctive appearance – the “GREEN” pencil  Example – Emory Interior Page © 2013 – StoneRidge Corporation
  16. 16. Flexible Layout - Data Definition No changes necessary in the data definition to enable in-context editing © 2013 – StoneRidge Corporation
  17. 17. In-context Content Editing – Velocity Format Format inserts editing link in a 0x0 div at the top of every content container. © 2013 – StoneRidge Corporation
  18. 18. In-context Content Editing – Layout View Each green pencil links directly to the edit mode of the content block. © 2013 – StoneRidge Corporation
  19. 19. In-context Content Editing Click green pencil takes user directly to content editing screen. © 2013 – StoneRidge Corporation
  20. 20. How do we get here? © 2013 – StoneRidge Corporation
  21. 21. Before you start …  Utilize block-based content (1st presentation)  Utilize user-configurable layout (2nd presentation)  Get organized. Keep all content blocks together.  Well developed, modular code ◦ Velocity – Macros ◦ XSLT– Imported Stylesheets  Map tool very helpful to create © 2013 – StoneRidge Corporation
  22. 22.  Decide on a „key‟ for identifying blocks ◦ Path ◦ Link ◦ Name ◦ Custom-ID  Create content index  Create a map tool if using XSLT  Create easy to identify icon © 2013 – StoneRidge Corporation
  23. 23.  Create Content Key-ID map ◦ Use key to associate with ID ◦ Handle duplicate keys with error  Add in-context content editing logic to processing code module  Verify success with each block type ◦ Important to check position of in-context edit icon ◦ May need to adjust icons based on content block © 2013 – StoneRidge Corporation
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  37. 37.  It is all about organization!  XSLT ◦ Use import to keep the parts of your code separate  Modularity ◦ Tools are your friend – write components!  Map Tool  Node Key Tool ◦ More verbose that Velocity  Velocity ◦ Use macros ◦ Terse procedural syntax – embrace the style © 2013 – StoneRidge Corporation
  38. 38. Having your cake and having to eat it too © 2013 – StoneRidge Corporation
  39. 39.  Content editing is in-context!  More intuitive for editors!  Overcome limitations of user-configurable layouts!  The best context for content editing is in-context ;)  Requires minimal training! © 2013 – StoneRidge Corporation
  40. 40.  No downside for end users, really!  Requires minimal training  Requires significant development to implement  Easier to develop in Velocity than XSLT © 2013 – StoneRidge Corporation
  41. 41. Putting It All Together Block based content User-configurable layouts In-context content editing © 2013 – StoneRidge Corporation
  42. 42.  Block Based Content ◦ Easier to reuse ◦ Validation More  User-configurable Layout Productive ◦ Empower users ◦ Unlimited options Less  In-context Content Editing Frustrated ◦ Fixes block based content ◦ Fixes user-configurable layout ◦ Improves the user‟s experience © 2013 – StoneRidge Corporation
  43. 43. I wouldn‟t be here without you © 2013 – StoneRidge Corporation
  44. 44.  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  John, Kat and Holly ◦ For making this presentation possible and for all your support of the series © 2013 – StoneRidge Corporation
  45. 45. Bryce Roberts, MS, MSPH StoneRidge Corporation 1050 E Piedmont Rd. Suite E-222 Marietta GA, 30062 678-391-6173 Bryce@stoneridge.net www.stoneridge.net © 2013 – StoneRidge Corporation

Editor's Notes

  • Second in a series. First part was last week and is now available in the webinar series archives on HannonHill.com. And next week on March 19 we’ll take a look at improving in-context editing.
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