Making drupal easier to use?
Sirkiae - March 11, 2009 - 19:22
Hi,
I want to know what are your manners when you are making Drupal easier to use?
What modules or tricks you use? Is there a way to make using Drupal easier to average user?
Just tell me your toughts, because now it seems that Drupal is a little bit too complex to our customers to get hang on. So how can we improve the overall picture?

I think the general rule is
I think the general rule is "Easier for the user" === "Harder for the site developer". Someone must take the hit.
Drupal is very configurable, but usability for different kinds of sites is very different, and so is the site development work.
A site developer who does not want to spend much time can easily create a wide range of sites, but usability will suck.
That's true. In our view the
That's true. In our view the user is always the one who gets easy. We are here to make things easy and what they pay for us.
Adding content is very easy and sleek. With administration menu displaying links at top you just need to login and click once to add a story, page, article or whatever. Everything else is sadly harder to do.
That vertical tabs module is a new thing to me and seems very sleek and usefull.
Keep it coming : )
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One thing you can do is limit the amount of admin/* pages a user/client/whatever has to see and/or interact with as much as possible.
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This module I have found most useful and a welcome addition to my usual list of usability-must-haves - http://drupal.org/project/vertical_tabs
Professional Drupal Design and Theme Services
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Love those vertical tabs-- and they're being included in core d7!
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Don't be a Help Vampire - read and abide the forum guidelines.
If you find my assistance useful, please pay it forward to your fellow drupalers.
Documentation and Training
I've found that the key thing to getting a customer comfortable with admin in any site maintenance scenario, Drupal or otherwise, is training and documentation. Do NOT rely on existing documentation -- write your own (or have written) at a level that matches your clients' sophistication. (As I write it occurs to me that a shared repository of documentation could be a good thing, but probably no two people would agree on what was "good enough" or even just good....)
We have a fairly comprehensive training document, and all our project estimates include an explicit line item for training that includes after-training support. This is actually a big confidence-builder: Our clients look at it and know that we're on the hook to help them after the training is done, and it helps them to believe that we've done what we can to make it usable.
To add to this
To add to this, it's a good idea to split out documentation into user-specific portions.
The training and terminology for a site administrator (or someone with basic site administration duties like checking rsvps, webforms, etc...) is going to be different from a content editor.
Use an Admin Theme
I strongly advocate using an Administrative Theme. I've had really good responses when we've done that (we've done it both ways).
It does two things for you:
1 - It allows you more freedom in designing your main theme, because you're not hamstrung by the requirement to fit fixed-width fields and the like.
2 - Helps the user understand the difference between administrative screens (i.e., visible only to them) and customer-facing screens.
If you use an Admin theme, I strongly recommend you use either Garland (full-width) or a specialized administrative theme. (Bluemarine works fine, too.) You can easily customize the colors on Garland to match your client's palette, without having to code any HTML.
I haven't used it yet (plan to on next two sites), but it seems to me that Block Region should be very useful for cases where you're implementing an Admin Theme. As I read its functionality, it would prevent you from having to repeat configuring blocks that are shared between admin and customer-facing pages.
IMCE and configure your WYSIWYG editor to afford style formattin
(I'll stop after this one -- posting these separately for clarity.)
First, IMCE is a wonderful thing. The user interactions are arguably a little clunky, but it does the job and integrates well with FCKEditor (and presumably TinyMCE, since that's what it was originally designed for). Asking users to FTP is a non-starter, AFAIAC; giving them a means (via IMCE) to upload images or PDFs or the like is a huge lightbulb momemt for users. They're not used to being able to do that with web forms, so it often makes them feel powerful in that moment, which is a good thing for you as a site-implementer.
Second, configure your WYSIWYG editor so that you can apply styles to affect text presentation. So, for example, you'll have a stylesheet definition for H3, configure your WYSIWYG editor so that the user has an easy way of applying H3. (In FCKEditor, you have to replace the standard Style widget with another widget -- can't remember the name.)
Think through what they'll need to do with copy, and give them the means to do it. Will they need to format images automatically? Create a selection that lets them add the appropriate style class to an image without having to edit source.
Here are a few things we always define and make available to users in our FCKEditor config:
We add others as needed, site by site. For a blogger, I'd add an explicit Blockquote style, as distinct from an indent.
At the same time, I strongly recommend you take away potentially problematic controls. E.g., don't let them change the color or size of text. If it's a corporate or organizational site, they shouldn't be doing that anyway -- they should be using the standard presentaton type sizes. If there's a need for a larger type size, there should be a style defined for that and you can add it to the tool set for your editor.
Obviously, this would vary with your target users' sophistication. I wouldn't take away size or color controls from a blogger, for example, generally. With FCKEditor you can use Roles to control what kind of toolbar each user will get. I'd like to assume you can do something similar w/ TinyMCE.
Very good points so far
I totally agree the idea that documentation and training is the key to help people understand the way how Drupal works. Separate backend (admin theme) too helps folks to understand where they are and what they are doing.
Removing accessory menus and fields helps the user to concentrate to the task in hand.
In my view one thing in all cms systems that is hard to use is the WYSIWYG editor. People always say it's hard to use, it wont do what they say and so on. That's true because the editors change the appearance with tags and there can always be leftovers that leads to no function at all when chancing text size or whatever. However that is a thing we can do very little to.
One thing that helps to use the editor is that if it's width is the same as the target textarea or div. The text and pictures will flow just the same in the editor and textarea. Is there a module for getting the right width for the editor via some rules or something? Or do i have to somehow write it to manually to css for different page widths?
Another thing i would like to see from Drupal (now this is against my first paragraph : ) is if i could get it to work via modal boxes only. We made a site with such custom cms (site was very light) and it just works really well. The user feels he is on the site all the time and that everything happens on "real time". Also he sees less jumping between different admin theme and the site and that makes the hole system seem light and flexible.
Interesting ideas
Re. Modal editing: I'm not aware of anything that does what you seem to be describing, but there are projects in the work to do the opposite -- i.e., editing in place -- which can arguably serve the same end. It's an interesting idea, though. It seems to me that the JavaScript & CSS for edit-in-place is similar to what you'd need for modal editing dialogs. So, maybe counter-intuitive, but if you were going to try to build something like what you describe, existing edit-in-place modules (and I'm drawing a blank on their names, sorry) might be a good place to start.
WYSIWYG window at the width of the target area: You can get somewhat close by configuring your Admin theme option to force editing in the presentation theme. But it sounds like you want something more precise than that. I wonder, though, if getting 99% of the way there might be worse than being off by a more recognizable percentage. What I mean, is that if you are trying to get an accurate understanding of something like how a paragraph wraps around an image, even being off by a tiny bit is the difference between widow/no-widow. Furthermore, even with the best type-size-matching I've ever been able to get, there's still a difference in how lines wrap browser to browser and environment to environment. So my feeling has always been that people who are adding content to a site should learn to accept that it's not going to wrap exactly as they hope: When the type changes from Times Roman to Times New Roman in a different browser, it's going to affect the wrapping.
On the other hand, w.r.t. type size, color, and some relative layout characteristics (indentation, background colors, etc.), one can make it look for practical purposes identical by using the theme stylesheet to format text in the WYSIWYG window. Not sure if TinyMCE does that; I know FCK does and I think I saw that in some other editors I experimented with.
I would like to see good, lighter editors. YUIEditor looked promising for that.