Chapter Three Blog

In the Driesnote here at DrupalCon CopenHagen there was much speculation as to where Drupal may be in 10 years. I really hope that 10 years from now we'll be able to look back at Dries' slides and giggle at our projections, but a part of me fears that if this community doesn't change our ways, that won't be the case.

WordPress as a platform has made it easy for the world to blog. As their community grows and ages, they are starting to see that the web is a great place to do a whole lot more than simply publish content. As demands increase, WordPress adapts.

WordPress is quickly transforming from a blog engine to a content management system. Drupal may be stronger, more secure, more flexible, more mature, more stable, and more technically awesome. But the Drupal community needs to recognize that these things won't guarantee our survival. WordPress has the brand, and the market. WordPress serves as the perfect introduction to web publishing, and once people are hooked it's hard to break their loyalty.

We are a community of developers, and we've been in such high demand recently that we've grown comfortable with some bad habits. We focus on solving hard problems and writing beautiful code, but we've been ignoring the needs of our audience.

I love Drupal, and I love what I do, but I think we need to fight a little harder to assure we will still be relevant 10 years from now.

Do you disagree? Come to my WordPress is better than Drupal session tomorrow morning to participate in this conversation: 9am in room 12.

Drupalcon Copenhagen is in full swing and, as you can expect, Chapter Three has made the trip from San Francisco to Denmark. We'll be spreading plenty of Drupal knowledge throughout the entire week, so whether you're looking for a session on Design, Code & Dev, or Business, we'll have someone from the team discussing a little something for everyone.

  • Jon Skulski is bringing his site-building mastery to CPH2010 in "Architecting a Drupal Site: From Composition to Completion". Re-imagining comps into development roadmaps, finding quality modules, and deciding when to write your own code are all fair game in this complete guide to development.
  • Jen Lampton's throwing down the gauntlet and riling up some #drupaldrama with her extremely controversial session, "WordPress is better than Drupal: developers take note". When you look at CMS market share, it's clear Wordpress is doing something right, so what pages of their playbook are of interest to Drupal 8? Rotten eggs and tomatoes may possibly be thrown, but there's little doubt that attendees will be enlightened by the end of the talk.
  • C3 Designers Nica Lorber and Floor Vahn Herreweghe will be sharing their efficiency tips and tricks with "Design for Drupal: A Template Approach - Cut Your Design Time Down By 200%". There will be no code discussed at this session, making it one of those few code-free havens in an otherwise code-loaded conference. Designers rejoice.
  • Josh Koening's session "Inside Pantheon: Pressflow, Hudson and Varnish, Oh My!" is almost like a cooking show, in that he'll be going over all the delightful ingredients that are found in Pantheon. Josh believes empowering users is how Drupal will continue to win over converts from traditional CMSs, and this breakdown of Pantheon is a great look at that potential future. (Co-presented with David Strauss)
  • Last by not least, Matt Cheney will be joining a group of well-known Drupal firm owners and managers for the aptly-titled panel, "Managing a Drupal Consulting Firm". Have questions on what it takes to run a Drupal firm? Interested in hearing some success stories? Want to ask Matt about this? It's all there.

Wordpress vs. Drupal, development roadmaps, Pantheon's power, streamlined design processes, and running a Drupal firm. There's plenty of interesting topics for everyone, so feel free to drop by and say "Hej!".

Profile picture

Greyboxing

Designing in the Grey...

This is the second chapter of the template approach.

We are always looking for ways to improve our process and workflow. At the start of a project, we are often sketching out our ideas while discussing the project at hand with the client. Putting pen to paper to sketch out a simple wireframe helps us identify the grid and structure of the site, and allows us to look at the UI from a usability standpoint, without all the factors of type, color and imagery.

Wireframing on paper is great to kick-start a clear idea before we start the design, but jumping straight into a design from a wireframe on paper (this can be digital as well - eg. there are some great wireframing tools out there for the iPad) to computer can sometimes be a big leap.

Enter “Greyboxing.” Greyboxing is a great in-between solution in our wireframe-to-design workflow. This method also allows the actual design process to be more in touch with the initial wireframe.

This can certainly be done in Photoshop or Illustrator, but we prefer Adobe Fireworks for multiple reasons:

  1. Fireworks allows for multi-page mockups
  2. You can set up a “Master Page” (ala inDesign)
  3. Creating libraries containing styles and symbols greatly increases workflow
  4. You can easily integrate vector artwork, or import it from Illustrator

If you’ve never used Fireworks before or if you used it a long time ago, I urge you to download the 30-day trial. The learning curve is minimal compared to a more complex application such as Photoshop. (It’s also much cheaper!)

The process described below are showcased in version 2.0 of our Chapter Three Template. This time, we've constructed a new version using the greyboxing technique so that you can adopt the practices that we've learned. You can Download the template here.

Setup

The first step to setting up a greybox template in Fireworks, is to define your pages. To enable the pages window, select “Windows,” then “Pages.” In default view, the Pages tab is usually grouped with the Layers tab. We use the 960 grid as a starting point, although we like to make the width of the file larger.

The following is a list of our pages we created within the new template:

1) Home Page
2) Blog or News List Page
3) Blog or News Full View with Comments
4) Default Node Page w. Sidebar
5) Default Node Page no Sidebar
6) Contact Page
7) Profile Page
8) Admin Login
9) Styles

Within each Page, we define the following Layer Structure:

1) Header:
The header contains the logo, search input, login & sign-up links, and primary navigation.
2) Content:
Elements within this layer will change from page to page.

3) Footer

Using Styles and Symbols

1) Styles


We use Styles the same way InDesign uses styles. We can create and edit styles for typography and objects such as image styles. Using styles is critical to increasing the speed of our workflow because it enables us to make fast changes that effect all the pages in the file and only have to be done once. This is especially useful once you get to the stage in the process when a client may want to simply "look" at multiple variations of the same thing to make a decision.

In any given design, we determine the basic typography of the design (H1, H2, H3 ... blockquote, list-style, etc.).

For example, in our greybox example, we have selected all the H2 headers, and created a style called H2:

Of course, in the Greybox Template, we have not defined any color or other attributes to H2 yet, but we have defined it as H2, so that when we DO apply a style to all H2 headers, they will all adopt the style that we choose in the design phase.

Once we are ready to define the style, we select one instance of H2, select the font color, etc, and by clicking the “re-define style” button in the properties panel:

This will automatically change all the H2’s in your template to change to the desired style! This also goes for more complex styles that you might have defined, like block headers with a specific background (you might have changed the background, added a drop-shadow and a gradient, etc. - all these can be contained within one style, and once you are ready, simply click on the re-define style button in the properties panel, and this will define the style in the entire template.

2) Symbols
Let’s move on to the use of “Symbols” in Fireworks. Symbols are one of the great time-saving features of Fireworks. When you find yourself using certain elements over and over again (a logo, navigation, buttons, etc.), you will soon find that symbols are your best friend.

 With symbols you can contain multiple objects within a single asset, but still have quick access to editing those objects.

If you look at the layer that is labeled “Header,” you’ll see that it contains a single symbol called “Header.” Double-click on the symbol, which takes you into the “symbol editing mode,” and you’ll see that within this symbol, there are a few other symbols and styles nested here: the logo (symbol), the primary navigation (a symbol, containing styles), breadcrumbs (style), search (symbol) and login + signup (symbol).

Double-click on the “logo” symbol. This will take you to the editing mode of only that symbol. Here you can define what elements go within the “logo symbol”. After you have created the logo, click on the blue arrow to exit “symbol editing mode,” which will take you back to the template.

You’ll see that all instances of your symbol “logo” has been updated template-wide! Symbols are great to use for elements that you use a lot. Don’t be afraid to create as many symbols as you need, this is one of the most useful functionalities in Fireworks.

A collection of symbols can also be saved as libraries, and shared with other users. This can become really useful, especially when you are creating a lot of wireframes, and find yourself re-using buttons, forms, navigation, etc.

To sum up...

The methodes described above have transformed our workflow and we hope that you'll adopt them and build on them. Use the grebox template as a resource to study how we set things up, and try the technique on your next project making sure to start defining styles for everything early on in the process. Let us know if you come up with something else that helps streamline things. Download the template now.

The list below outlines the elements present on each page of the template.

List of Pages with their Corresponding Elements:

* The “Header” and “Footer” elements have been omitted in this list, as they appear on each page.

1) Home Page

Focus area
Introduction text
Home page blocks

2) Blog or News List Page

Page title

Blog/News teaser: 
H2 title, 
date posted, 
author, 
number of comments,
teaser paragraph, 
more link, 
tags

Sidebar content: 
Tag cloud, 
other block content

Possible pagination

3) Blog or News List Page with Comments

Page title

Full blog entry: 
h2 title
date posted
author
number of comments
blog copy

Comments: 
author thumbnail
author name
date posted
reply link
leave a comment link

Post new comment area: 
form input fields
send button

4) Default Node Page with Sidebar

(eg. “About”, or any other main content page. We include a default node page in our template, so we know what a simple page with basic content would look like.)

- Page Title
 (H1)
- Basic Typography: 
H1, H2, H3, H4

- Blockquote
- Unordered List
- 
Code
-
Table
- Link

- HR

- Image
- 
Pagination

5) Default Node Page without Sidebar

(This page s also useful to design, as we can determine padding, which in turn aids legibility)

-
As per above, but without a sidebar



6) Contact Page


- Page title

- Input labels

- Input Fields

- Submit button


7) Profile Page


- basic layout for profile page

8) Admin Elements
- Login:
- Admin tabs

- Input field labels
- Input fields

- Submit button


- Error message

- Help message

- Warning message
- Status message


9) Styles
-basic style guide

Chapter Three is happy to sponsor DrumpCamp LA this weekend, August 7th and 8th, but most importantly, our very own Squiggy Rubio and Jon Skulski will be giving sessions as well.

On the development side of things, Jon will be giving Southern California a sneak peak of his upcoming Drupalcon CPH2010 talk, "Building a Drupal Site Recipe: From Design to Development". He'll walk through his process for breaking down design comps and show how to create a development blueprint.

I am going to Drupal Camp Los Angeles 2010 this August 7-8th

For themers out there, Squiggy will be discussing a module that's very near and dear to Chapter Three's heart with her session, "Panels Everywhere Theming". When I asked her why Chapter Three loves evangelizing this particular module, she smiled and laid down the law with, "Not only does Panels Everywhere provide a more advanced way to manage site wide elements and provide variation for any sections of a site, it can also streamlines the process of building a custom theme". She'll give a run-down of tips for site building with Panels Everywhere, along with a walk through on how to build a PE-enabled page layout.

We would love to see an audience full of knowledge-hungry Drupalists and Drupalistas, so be sure to check out Squiggy's session on Saturday at 4pm and Jon's at 10am on Sunday.

For the growing universe of developers turning to Drupal as a solution for mission-critical or highly ambitious applications, the question is less and less "can we build it?" and more and more "how do I scale it?"

For those of you considering attending DrupalCon Copenhagen this August looking to answer those kinds of questions, I humbly submit that in addition to immersing yourself in the inspirational slipstream that is the Drupal community, you come a day early — and get your employer or client to find a little extra budget ;) — to attend the Scalability and Performance Workshop on Monday August 23rd:

Train with the Dream Team

This training is going to cover the practical details of setting up a Drupal server that's ready to handle internet-scale traffic — a top to bottom build with nothing left out or glossed-over — and answer your questions about best practices and processes for building high performance and high scalability sites. I am extremely proud to be helping with this workshop, along with the rest of the "Dream Team" of Matt Westgate, Robert Douglass, David Strauss and Narayan Newton.

This is a group that has built and launched sites that are collectively by now running into the hundreds of millions of pageviews. We've been there. We've made the mistakes. We've vetted the cutting edge technologies. Spending a day with us could save you weeks in getting your next big project up and running.

Not only will the day be packed with real hands-on work, it should also be a lot of fun. We're not quite the Harlem Globetrotters, but we're pretty close. I can personally promise some good laughs and interesting connections to go along with the firehose of know-how.

Hope to see you in Copenhagen!

The 2010 Design 4 Drupal conference in Boston at the MIT Strata Center was a smashing success, spaning two days packed with great sessions and great folks.

The video footage has been posted for those who missed it. The talk that Floor and I gave was an updated version of the talk we gave at Drupalcon SF wtih the added component of a compelling demonstration by Floor Vahn about using Adobe Fireworks and the greybox method to increase the pace of production to lightening speeds.

I'm on the customer development team at Pantheon. We're working hard on improving Pantheon and will have a lot to announce at Copenhagen. But we also have to learn about what Drupal developers use for their server setup.
skype us/help us
We're specifically looking to talk with people who haven't spent a lot of time yet using Pantheon. We want to learn what you dislike about server administration and love about your current development process.

If you can talk to us this week, we'd love to schedule a 15-20 minute skype call. Email me at Paul@GetPantheon.com if you have the time free.

This would be extremely helpful for us as we make crucial product design decisions.

Previously I've written about setting up APC and memcached on your desktop (or in my case laptop) using Acquia's handy stack installer (aka "DAMP"). This is another quick post in that vein.

The other main caching system I work with on a daily basis is the mind-blowingly-fast Varnish httpd accelerator. If you haven't checked it out yet, get on board (srsly; good MacOS instructions from Nate@lullabot here). I'm more than happy to maintain the Varnish integration module on drupal.org, but I've been bugged by my inability to take this work with me on airplanes and other offline places.

See, DAMP ships without the required socket support needed to "talk" to the Varnish control terminal. I'm not saying this is Acquia's fault. They can't put the kitchen sink in there, and most regular users will never miss the socket extension. Those of us who might, well, we can help ourselves, right?

Right! To get rolling, grab the source and untar it. As of this article, we're working off PHP 5.2.13, but this should be pretty solid advice for any 5.2.x release.

cd php-5.2.13
./configure --with-sockets=shared
make
cp modules/sockets.so /Applications/acquia-drupal/php/ext/

Then add the following to the bottom of your /Applications/acquia-drupal/php/bin/php.ini:

[sockets]
; Sockets are useful!
extension=sockets.so

Restart your DAMP application and hit up your friendly local phpinfo() and you should see a section for sockets. Enjoy talking directly to network interfaces! :)

We hinted at it when we announced our Acquia-partnered training classes in Washington DC. Now you can officially add our San Francisco Drupal training classes to your calendar. There are two classes in August and one on Drupal Theming in September.

Drupal for Site Builders | Sign Up!

  • Perfect for: Beginners and those looking for a mastery of the basics of Drupal. Course Description
  • Cost: $800 (Or save 15% by booking more than one class)
  • When: August 2nd & 3rd 9 AM - 4 PM
  • Where: The Financial District, San Francisco
    Sign Up

Drupal Panels for Site Builders | Sign Up!

  • Perfect for: Those wanting a greater understanding of Panels in just a day. Course Description
  • Cost: $400 (Or save 15% by booking more than one class)
  • When: August 4th 9 AM - 4 PM
  • Where: The Financial District, San Francisco
    Sign Up

Beginning Drupal Theming | Sign Up!

  • Perfect for: Those who want to jumpstart their Drupal theming knowledge. Course Description
  • Cost: $800 (Or save 15% by booking more than one class)
    When: September 13th & 14th 9 AM - 4 PM
  • Where: The Financial District, San Francisco
    Sign Up

As always, please visit http://chapterthree.com/training for more information or follow us on Twitter @chapter_three. If you'd like to arrange for a private training based on one of our current curricula or have us one design one specifically for your needs, please email training@chapterthree.com.

I don't know if you've had a chance to see it yet, but we've just launched on Monday the United Nations Global Pulse site at http://UNglobalpulse.org. First and foremost, this site acts as a web presence for the Secretary General's "Voices of the Vulnerable" report on the impacts of vulnerable populations and economic crisis.

The site also uses the OpenLayers module and MapBox tiles to accomplish its second goal: show these crises and the response of UN teams grouped by different projects (side note: big thanks goes out to Development Seed for their work on MapBox).

Because the report was announced in a general UN meeting that was picked up by the press, the Global Pulse team needed a very scalable server stack that could deploy quickly, so they chose Pantheon. In addition to being able to handle the jumps in traffic, Pantheon includes Apache Solr. The site runs Solr search because it is a great way to allow for a topic, document type & region-related faceted search.
United Nations Global Pulse: Harnessing Drupal to protect the vulnerable during global crisis
We were really honored to work with the United Nations on such an important project. We'd love for you to explore the site, and let us know what you think. Find us on twitter @Chapter_Three.

Client Testimonial

We're extremely happy with the visual identity of our redesigned site. Throughout the design process Nica and her team worked hard and with integrity to ensure the look and feel of the site met our users' needs and our stakeholders' requirements.

Daniel Newman, Executive Director of Maplight

Drupalcon SF 2010