Open Source CMS: Drupal Overview

1. Presented by John Kenyon Open Source CMS: Drupal Overview Website Management for Today and Tomorrow Author: John Kenyon

2. Agenda • What is CMS? Drupal? (& Mambo, Joomla, Plone)? How Do they Work?

3. Learning Objectives • Describe the general concepts of • Free/Open Source Software (FOSS) • Content Management Systems (CMS) • Constituent Relationship Management (CRM) • Describe specific concepts of Drupal • Give examples of how organizations use Drupal

4. Free Open Source Software (FOSS) • Traditional Software License - Proprietary • Don’t Look Inside • Official Vendor Modification • Vendor Support • Open Source Software License - Configurable • Look Inside • Some User Modification • Community Support

5. Proprietary Examples • Microsoft • Adobe

6. Open Source Examples • Firefox • Open Office

7. Using Open Source • Staff Time Commitment- Self-support and training of managers and users- Using community-based technical support vs. dedicated vendor-based/paid support- Self-evaluation of “modules” that extend the tools capabilities See www.opensource.org

8. Support Forum - Drupal

9. Content Management System (CMS) • Effective websites have regularly updated content • Multiple sections are updated • Updating should be easy (word processing) • Updating by various authorized users • Content Management Systems allow: • Multiple staff “updaters” • Familiar interface • Web page layout and design controls • Management of text, audio and video content • Ability to “rank” or “weigh” content • Constituent interaction

10. Effective Web Presence = Multiple Content Sections Regularly Updated • Stories • News • Featured Video • eNews • Events • Seasonal Appeals • Fundraising • Documents

11. Content Management System (CMS) Open Source Content Management Systems: • Drupal • Plone • Mambo • Joomla Tool Kit Product

12. FOSS CMS Strengths & Challenges • All are FOSS CMS tools, require technical help to use • Drupal - A toolkit with many powerful, flexible toolsStrength - Online communities, web-based applicationsChallenge - Flexibility = Complexity • Plone - A single tool Strength - User Friendly default installation Challenge - Less flexibility, less potential • Mambo, Joomla - A single tool Strength - Usable/Good design out of the boxChallenge - Web-based applications difficult to do

13. FOSS CMS Resources • www.opencsourcecms.comTest Drive Open Source Packages • www.cmsmatrix.orgCompare CMS Systems • http://en.wikipedia.org/wiki/List_of_content_management_systemsRegularly updated list of CMS Systems

14. Drupal • Open Source • Content Management System • Community Collaboration Tools • Installed on Organization’s Computer • Accessed through Internet Interface • Community Supported • International Translations • Powering 75,000+ sites in 2006

15. Drupal • Has rules, constraints and processes • Can be modified in a variety of ways • Contains “core” functions: Drupal CoreFunctionality expanded through Modules • Takes time to understand, test and configure • Customization requires PHP programmer • Community helps you configure and support

16. Websites using Drupal

17. Websites using Drupal

18. Websites using Drupal

19. Websites using Drupal

20. Websites using Drupal Taiwanese government blog

21. Websites using Drupal

22. Websites using Drupal

23. Websites using Drupal

24. Drupal Vocabulary - Modules & Users • Drupal CoreThe base installation of Drupal, includes some modules, themes and other add-ons • ModulesFiles that add functionality to Drupal, i.e., A “Search” module adds the function of search to a website • ThemesDesigns that give the sites a certain look.Modules give themes control of how things look. • UserA person who is registered on the Drupal website.Has user name, ID, password and email address • RolesHow users are grouped by permissions. Allows posting of content. Defaults are authenticated or anonymous.

25. Modules • Modules available online by name, category, date

26. Module Example

27. Theme Examples

28. Drupal Vocabulary - Nodes • Node:A piece of content. Can be a picture, blog, etc. anything in Drupal’s “create content” menu • Blocks:Places to put content,i.e., sidebar, footer.Modules can add blocks or can be added manually- Check for blocks when adding modules

29. Nodes and Blocks • Pieces of content = nodesCan be a picture, a block of text, a blog, audio, video, etc. • Content is placed onto page sections,Nodes are placed into Blocks Top Story:75th Anniversary Navigation & Search Program Information YouthOutreach LatestPublication Calendar of Events Current News Headlines

30. Drupal CMS Concepts • Nodes are placed into blocks Navigation & Search Top Story:75th Anniversary Latest Publication Youth Outreach Program Information Calendar of Events Current News

31. Node attributes - “states” • You can turn on or off certain node attributes:Published, Moderated, Promoted, Sticky, Revisions • Published on - item is visible to authorized usersoff - item visible only to administrators • StickyItems are sorted by “stickiness”, then by date, affects their “weight” and where they are listed- July newsletter- June newsletter - May newsletter Program Information Calendar of Events

32. Taxonomy • A way to categorize contentCategories contain user/admin-defined vocabulary • Example:People who post stories on your website about surfing could categorize their posts:- Surfing Spot Info (Best Places/Times) - Environmental Concerns (Erosion, Water Quality) - Equipment Related (Boards, Suits, etc.) - Style and Moves (Handstands, Dogs) • Post can then be sorted and searched by categories

33. Taxonomy and Navigation • Advanced - Interacts with navigation • With advanced version of navigation, can expose taxonomy as navigation blocks - Surfing Spot Info - Environmental Concerns - Equipment Related - Style and Moves

34. Taxonomy

35. Profiles - Overview • Provide ways of presenting data and data fields • Using existing data fields and data, profiles are built to meet specific business process needs for data entry, data viewing or searching for data. • Examples:- User Registration - Client Intake Data Entry- Client Search- Client History Summary- Volunteer Skills Synopsis- Conference Presenter Summary

36. Profiles - Examples Client 123 Record Client Data Entry Profile Client Name Client Name Client Address1 Client Address1 Client City Client Zip Client State Client City Client State Client Zip Client Summary Profile Client Status Client Name Client City Client Programs Client Status Client Category Client Programs Client Category Client Comments Client Comments

37. Profiles - Examples Client Data Entry Profile Name Address City, State, Zip • Data Entry • Client Summary Maria Suarez 1234 Fake Street California 94129-4122 Napa Client Summary Profile Status:Active _X_Inactive ____ Name: Maria Suarez City: Napa Categories:_X_ Participant___ Volunteer___ Donor___ Group Leader___ Speaker Programs:Language Skills ____ Job Interview Skills _____Parenting Skills _X__ Stress Management _X__ Comments:Maria has expressed interest in volunteering after she completes the program in December, 2006. She will begin group leader training in January 2007.

38. CiviCRM/Drupal Delineations • Drupal controls website content, functionality and look • CiviCRM controls constituent and organizational data • CivicSpace is a content-management system that allows your organization to build and maintain online and offline communities. • Civic Action, PICnet, RTPNet, John Kenyon and others provide consulting and training services to support implementation of CiviCRM. Some also provide consulting or programming in Drupal, i.e., Thorenware, Lullabot.

39. Drupal CMS Review • Users are grouped by Roles • CORE functions enhanced by Modules • Content Nodes are placed in Blocks • Themes give sites and Modules their look • Categories created through Taxonomy • Profiles aid data manipulation and presentation

40. Questions and Discussion • Your Experience • Organizational Capacity • Website Improvements • How do I…

41. Thank You