wordpress for the 99%

W O R D P R E S S F OR T H E 9 9 %A O NE -S I ZE - F I T S - M O S T W P A A S C AS E S T U DY

Stephanie Learystephanieleary.com@sleary

http://stephanieleary.com/

S TE P H AN I E LE A RY. C OM @S LE ARY

W O R K E D W IT H …

T H E S E T W O …

S A M E P R O BL E M S , S A M E S OLU T I ON

W E G O T 9 9 P R OB L E M S

• No acceptable central campus solution

• No past oversight or control

• No idea what has been built independently

• Rogue servers

• Itinerant workers

W E G O T 9 9 P R OB L E M S

• Poor code

• No updates

• No branding

• Insecure, unprofessional sites

• Tiny staff

• 100s of migration and new site requests

SO LU T I O N

• One-size-fits-most WordPress template & plugin suite

• Managed WordPress hosting

• Backups

• Security monitoring

• Automatic critical updates

• Support

• Free to campus users*

BRA N DE D TH E M E SO LUT I O N

• Flexible

• 6 layout options

• logo toggles

• several color schemes

• Responsive

• Accessible

C O M M O N E L E M E N T S

• WP Engine

• Genesis child theme

• Custom post types & taxonomies

• Advanced Custom Fields plugin

• Gravity Forms plugin

• CAS Maestro plugin

• GitHub Updater WP Pusher plugin

W H Y W P E N G I N E ?

• Existing campus contract

• Daily backups & one-button restore feature

• Staging copies

• Automatic security updates

• Optimized for performance

• Sucuri remediation of security incidents

W P E N G I N E C AV E AT S

• Price jumps after 100 installs

• Solution: Multisite

• Bandwidth / visitor limitations (vs storage)

• Restore points include entire multisite network

• Solution: Migrate DB Pro plugin

W H Y G E N E S I S ?

• Built-in…

• Layout options

• Color schemes

• SEO features

• plugins for slider, grid loops, multi-column text

• featured content widgets

• package of professional child themes

G E N E S I S C AV E AT S

• No grandchild themes

• Solution: JP Custom CSS plugin

• Obscure to new developers

• Solutions:

• Visual Hook Guide

• StudioPress snippet library

• StudioPress theme documentation

PSE U DO - G RA N D C H I L D T H E M E S

• Theme option: site-specific directory name

• If filled in, and if it exists…

• Enqueue style.css

• Include functions.php

C A S M A E S T R O C AV E AT S

• Minimal payload; no tailored onboarding

• WP login back door not visible

• No mobile app support

• or any other app relying on XML-RPC

• WP usernames must match CAS

• Character limits are not the same*

S IT E S E T U P W IZ A R DI F YO U AR E NO T U S ING CA S , C ON S I DER …

https://2016.wpcampus.org/schedule/lightning-talks/extending-wp-signup-page-form-higher-ed-use-case/

N E T W O R K-AC T I VATE D PLU G I N S• Advanced Custom Fields

• BE Subpages Widget

• CAS Maestro

• Display Posts Shortcode

• Enable Media Replace

• Genesis Grid

• Gravity Forms

• Image Widget

• JP Custom CSS

• JP Widget Visibility

• Menu Social Icons

• My Eyes Are Up Here

• Related Posts By Taxonomy

• Safe Redirect Manager

• Seamless Sticky Custom Post Types

• Simple Page Ordering

• Term Management Tools

• WCAG Fields for Gravity Forms

• WP Post Type Archive Links

• WP Editor Widget

• WP Help

• WP REST API

• WP REST API Custom Fields

• WP101

PLU G I N C AV E AT S

• Is it maintained?

• Can we maintain it?

• Should we rewrite it?

• Can we hook into it?

• Licensing

J E T PAC K SU BS T I T U TE S

• Users shouldn’t have to maintain wordpress.com accounts; Jetpack disconnects every few weeks

• Developer mode doesn’t actually work very well

• JP Widget Visibility

• JP Carousel

• JP Custom CSS

http://wordpress.com/

SPE C I A LT Y PLU G I N S

• Download Monitor

• Document Revisions

• The Events Calendar Pro (Modern Tribe)

• WP LaTeX

• Visualizer

SE A RC H PLU G I N S

• Relevanssi Premium

• SearchWP

• Google CSE

C U S T O M C O D E

F E ATU R E S

• People directories (faculty, staff, student, combined)

• Simple course catalog

• Building / equipment directory

• Publication lists

• Research project profiles

E D I T I N G F E AT U R E S

• Widget style chooser

• Pull quotes

• Editor toolbar changes

• Rich text footer option

• Centrally managed footer links

F R O N T E N D F E AT U R E S

• Branding options

• Color schemes

• Custom widgets

• Readability-style template for long documents

A D M I N F E ATU R E S

• Dashboard widgets

• Screen option defaults

• Edit screen columns

• Microtext changes

• Posts page warning

N E T W O R K A D M I N F E ATU R E S

• Logins go through main network site (CAS whitelist)

• Default network role for subsite users

• Main site login redirect for subsite users

• Sortable Sites column for upload file usage

C O N T E N T M O D E LPeopleSubject AreasOrganizationsPeople Type(Committees)(Groups)

CoursesSubject Areas

Organizations

PublicationsSubject Areas

ResearchSubject Areas

FacilitiesSubject

AreasFacility Type

C U S T O M F I E L D S & E D I T S C R E E N SFOR AL L F I VE C U ST OM P OST T YP ES

AC F F I E L DS F O R PE O P L E

ACF F I ELDS FOR COU R S ES

AC F F I E LDS FOR PUBL I CAT ION S

ACF F I E L D S F O R FAC I L I T I E S

Requirements often describe structure:“separate”

“search by…”“sort”“filter”

“We need a way to separate events bios

productscourses

etc. from our posts and pages.”

POST TYPE

“We want to display _____ alongside the description.”

FIELD OR TAXONOMY

“We want to sort by X and Y as well as by title and date.”

FIELD*

“This text input should be a controlled list.”

TAXONOMY… PROBABLY

R E Q U IR E M E N T S

AC F F I E L D T Y P E S

CON TEN T M ODE L IN G QU EST IONS• What things are you writing about? How are

they related? How are they grouped?

• How detailed can we get and keep the editing process sustainable?

• Should different groups of people have permission to edit different things?

C U S TO M F I E L D Q U E S T I O N S• What are the parts that make up each thing?

• Which of those fit the fields the CMS provides, and which do we need to create?

• What should the editing experience be for each part?

TA XO N O M Y Q U E S T I O N S• Do we have any groups in which several kinds

of categories are mixed? Can these be separated into more clearly delineated groups?

• Do our authors understand the differences between each group?

• Should items in different groups have completely different sets of fields? (Maybe a post type is better.)

F I E LD O R TA XO N O M Y ?

What is the format of this data?

Should the input be a controlled list?

Should duplicates be avoided? FIELDTAXONOMY

NoYes

Text Anything Else

A DVA N C E D C U S TO M F I E L D S

G E N E RAT E W PO R

C P T U I

+

RA P I D PR OT O T Y PE S

PO ST T Y PE S A N D TA XO N O M I E S

DE S I G N C O N T E N T I N C O N T E XT

• Single page views

• Date-based archives

• Taxonomy-based archives

• Site search results

• Specialized search results

• Home page features

I T E RAT E .

C O U R SE C O R R E C T I O N I S E A SY• Post Type Switcher

• Term Management Tools

• WP All Export / WP All Import

P O S T T Y P E S W I TC H E R

TE R M M G M T T OOL S : ME R G E

T E R M M G M T T O O L S : CH A NG E

F I E L D T O TA XO N O M YWP A L L E XP O RT

W P A RC H I V E S U S U A L LY I N C LU D E …

• Content or excerpts

• All post types in taxonomy archives

• All subcategories’ posts in parent archives

GE NE S I S G R I D LOOP SE TT I NG S

G E N E S I S TA B L E LO O PS

function scl_loop_table_headers( $headers ) {$headerrow = '';foreach ( $headers as $header ) {

$headerrow .= sprintf( "<th>%s</th>\n", $header );}

return sprintf( '<div class="loop"><table cellspacing="0" class="responsive">

<thead><tr>

%s </tr>

</thead><tbody>'."\n", $headerrow );

}


function scl_loop_table_cells( $data ) {$datarow = '';$rowindex = 1;foreach ( $data as $title => $field ) {

$class = '';if ( empty( trim ( $field ) ) )

$class = ' class="empty"';$tag = 'td';if ( 1 == $rowindex )

$tag = 'th';$datarow .= sprintf( '<%s title="%s" %s>%s</%1$s>'."\n", $tag,

$title, $class, $field );$rowindex++;

}

return sprintf( "<tr id='post-%d' %s>\n %s \n </tr>\n", get_the_ID(), genesis_attr( 'entry' ), $datarow );

}


remove_action( 'genesis_loop', 'genesis_do_loop' );add_action( 'genesis_loop', 'scl_course_table_loop', 10 );function scl_course_table_loop() {

if ( have_posts() ) :

$headers = array( esc_html__('Course'), esc_html__('Number'), esc_html__('Instructor(s)'), esc_html__('Time') );

echo scl_loop_table_headers( $headers );

while ( have_posts() ) : the_post();$data = array(

sprintf( '<a href="%s" title="%s">%s</a>', esc_url( get_permalink() ), the_title_attribute( 'echo=0' ), get_the_title() ),

get_field( 'course_number' ),get_field( 'instructors' )

);echo scl_loop_table_cells( array_combine( $headers, $data ) );

endwhile; //* end of one postscl_loop_table_footer();

endif; //* end loop}

TA B LE LO O P C AV E AT S

• No settings interface

• Will override Grid Loop settings—user confusion?

L I S T C H I L D PAG E S

L I ST C H I L D PAG E S

function scl_append_child_pages( $content = '' ) { $type = get_post_type(); if ( is_post_type_hierarchical( $type ) && empty( $content ) ) { $args = array( 'echo' => 0, 'depth' => 1, 'title_li' => '', 'child_of' => get_the_ID(), 'post_type' => $type ); $content .= '<ul class="childpages">' . wp_list_pages( $args ) . '</ul>'; } return $content;}

L I ST C H I L D PAG E S

function scl_child_pages_shortcode() { return scl_append_child_pages();}

add_shortcode( 'child-pages', 'scl_child_pages_shortcode' );add_shortcode( 'subpages', 'scl_child_pages_shortcode' );

add_filter( 'the_content', 'scl_append_child_pages' );

C PT A RC H I V E T E R M D I V I S I O N S

• Archives settings option

• Divide posts by selected taxonomy

• Further subdivide by child terms? (depth)

D E E P TA XO N O M Y T E R M A RC H I V E S

SH A R E D TA XO N O M Y A RC H I V E S

• Titles and breadcrumbs reflect only one term

• Post types all mixed together

• post_type not set

SH A R E D TA XO N O M Y T I T LE S

https://gist.github.com/sillybean/ae00bea06ff1513d48ed1fd9cbaca3eb

https://gist.github.com/sillybean/4f592e462ea51866082a099b11c6309d

https://gist.github.com/sillybean/ae00bea06ff1513d48ed1fd9cbaca3eb

https://gist.github.com/sillybean/4f592e462ea51866082a099b11c6309d

S H A R E D TA XO N O M Y BR E A D C R U M BS

F I N D _ PO ST _ T YP E ( )

function scl_find_post_type() {$type = get_query_var( 'post_type' );

if(( !isset( $type ) || empty( $type )) && is_tax()) {$current_term = get_queried_object();$tax_obj = get_taxonomy( $current_term-

>taxonomy );

if ( count( $tax_obj->object_type ) == 1 )$type = $tax_obj->object_type[0];

}

return $type;}

R E P L AC E LO O P W I T H P O S T T Y P E L I S T

R E P L AC E LO O P W I T H P O S T T Y P E L I S T

add_action( 'genesis_meta', 'scl_taxonomy_loop_switch' );

function scl_taxonomy_loop_switch() {if ( function_exists( 'scl_find_post_type' ) )

$type = scl_find_post_type();else

$type = get_query_var( 'post_type' );

if ( empty( $type ) || 'any' == $type || is_array( $type ) ) {remove_action( 'genesis_loop', 'genesis_do_loop' );add_action( 'genesis_loop',

'scl_list_taxonomy_post_types', 1 );}

}

A D D PO ST TY P E A R G U M E N T

add_filter( 'term_link', 'tax_link_for_post_type', 10, 3 );

function tax_link_for_post_type($termlink, $term, $taxonomy){

$tax_obj = get_taxonomy( $taxonomy );// if this is not a shared taxonomy, bailif ( count( $tax_obj->object_type ) == 1 )

return $termlink;

$post_type = scl_find_post_type();if ( !isset( $post_type ) || 'any' == $post_type )

return $termlink;

return add_query_arg( 'post_type', $post_type, $termlink );}

PE R- PO S T-T Y PE S I D E B A R S

add_action( 'get_header', 'scl_cpt_switch_sidebar' );

function scl_cpt_switch_sidebar() {remove_action( 'genesis_sidebar', 'genesis_do_sidebar' ); add_action( 'genesis_sidebar', 'scl_do_sidebar' );

}

PE R- PO S T-T Y PE S I D E B A R S *

function scl_do_sidebar() {

if ( is_home() && !is_front_page() )$type = 'post';

else$type = scl_find_post_type();

if ( is_active_sidebar( $type ) )dynamic_sidebar( $type );

elsegenesis_do_sidebar();

}

W I DG E T V I S I B I L I T Y PLU G I N

R E Q U IR E D L I N K S

SY N C E D F O O T E R L I N K S

add_action( 'genesis_footer', 'scl_footer_required_links' );

function scl_footer_required_links() {if ( false === ( $links = get_transient( 'scl_footer_required_links' ) ) ) {

$response = wp_remote_get( 'http://example.com/wp-json/wp/v2/pages/2' );

if ( wp_remote_retrieve_response_code( $response ) == 200 && ! is_wp_error( $response ) ) {

$body = json_decode( wp_remote_retrieve_body( $response ), true );

$links = wp_kses_post( $body['content']['rendered'] );}

set_transient( 'scl_footer_required_links', $links, 12 * HOUR_IN_SECONDS );}echo apply_filters( 'scl_footer_required_links', $links );

}

FOOT ER T EXT CUS TOMIZER F I EL Dadd_action( 'customize_register', 'scl_customizer_sections' );function scl_customizer_sections( $wp_customize ) {

$wp_customize->add_section( 'scl_footer', array('title' => 'Footer Text','priority' => 105,'capability' => 'edit_pages',

) );

$wp_customize->add_setting( 'scl_footer_text', array('default' => '','sanitize_callback' => 'scl_sanitize_footer_text','transport' => 'postMessage',

) );

$wp_customize->add_control( 'scl_footer_text', array('label' => 'Footer text (copyright, etc.)','section' => 'scl_footer','type' => 'text',

) );}

FOOT ER T EXT CUS TOMIZER F I EL D

remove_action( 'genesis_footer', 'genesis_do_footer' );add_action( 'genesis_footer', 'scl_custom_footer' );

function scl_custom_footer() {echo get_theme_mod( 'scl_footer_text', '© ' . get_option( 'blogname' ) );

}

function scl_sanitize_footer_text( $input ) { return wp_kses_post( force_balance_tags( $input ) );}

F O O T E R R I C H T E XT O PT I O N

remove_action( 'genesis_footer', 'genesis_do_footer' );add_action( 'genesis_footer', 'scl_custom_footer' );

function scl_custom_footer() {echo '<div class="footer-content">';echo do_shortcode( get_field( 'footer_text', 'option' ) );echo '</div>';

}

C M S US E R SE N D U SE R S +

If content authors can’t or won’t use the CMS, it’s game

over.

US E R S I G N U P P R O C E SS

• Site request form:

• contact info

• desired URL

• Offsite delegation

• Font licensing (&^#*@)

• Copy template blog

• Add user to blog

DE FA U LT N E T W O R K S I TE R O L E

function tees_default_roles( $user_id ) {if ( is_main_site() && !is_user_member_of_blog( $user_id ) )

add_user_to_blog( get_current_blog_id(), $user_id, 'subscriber' );

}

add_action( 'wpmu_activate_user', 'tees_default_roles', 10, 1 );add_action( 'wpmu_new_user', 'tees_default_roles', 10, 1 );add_action( 'user_register', ‘tees_default_roles', 10, 1 );

CAS U S E RNAM E RE S TR IC T IONS

DA S H BOA R D W I D G E T S

• My Sites

• Way finder: CPTs and taxonomies

• Way finder: Options page content

• Link to support form

LO G I N R E D I R E C T S : N E T W O R K

add_filter( 'login_redirect', 'tees_subsite_login_redirect', 100, 3 );

function tees_subsite_login_redirect( $redirect_to, $request_redirect_to, $user ) {

if ( !is_user_member_of_blog( $user->ID ) ) { // this is the main network site. Stupid name.

global $current_site; return get_site_url( $current_site, '', 'admin' );

}

return $redirect_to; }

C H A N G E T H E A D M I N U I

• Hide unneeded features

• Make everything on the screen relevant

• Change placeholders and labels

• Add toolbar options for pattern library elements

• Add inline help

• Document in the CMS

H I DE U N NE E DE D F E AT U R E S

TU R N OF F SC R E E N OP T I O N S<?php

add_filter( 'default_hidden_meta_boxes', 'my_default_hidden_screen_options', 10, 2 );

function my_default_hidden_screen_options( $hidden, $screen ) {

$hide_these = array( 'dashboard_primary','postcustom','trackbacksdiv',

);

return array_merge( $hidden, $hide_these );}

TU R N O N S C R E E N O P T I O N S

add_filter( 'default_hidden_meta_boxes', 'scl_toggle_meta_boxes', 10, 2 );function scl_toggle_meta_boxes( $hidden, $screen ) { $hide_these = array( ... );

if ( $screen->base == 'nav-menus' ) {$show_these = array(

'add-post-type-course','add-post-type-people','add-post-type-publication','add-post-type-facility','add-post-type-research','add-people_type','add-organization','add-subject_area','add-facility_type','add-publication_type',

);$hidden = array_diff( $hidden, $show_these );

}

return array_merge( $hidden, $hide_these );}

M AK E E VE RY T H I N G R E LE VA NT

ADMIN CO LU MNS

C H A N G E P L AC E H OL D E R S


<?phpadd_filter( 'enter_title_here', 'my_title_placeholders' );function my_title_placeholders( $placeholder ){ $screen = get_current_screen();

switch ( $screen->post_type ) {case 'people':

$placeholder = 'Enter full name';break;

case 'course':$placeholder = 'Enter course title';break;

case 'facility':$placeholder = 'Enter building name and number';break;

default: break;

} return $placeholder;}

C H A N G E L A B E L SFE AT U R E D I MAG ES

C H A N G E L A B E L S

<?phpremove_meta_box( 'postexcerpt', 'post', 'side' );

add_meta_box('postexcerpt', __( 'Plain Text Summary' ), 'post_excerpt_meta_box', 'post', 'normal', 'high');

N E W E XC E R P T L A B E L

A DD I N L I N E H E L PADVAN CED CU ST O M F IE L DS (MES S AGE F IE L D)

C H A N G E IN L IN E H E L P

C H A N G E I N L I N E H E L P

<?phpremove_meta_box( 'postexcerpt', 'post', 'side' );add_meta_box( 'postexcerpt', __( 'Plain Text Summary' ),

'custom_post_excerpt_meta_box', 'post', 'normal', ‘high’ );

function custom_post_excerpt_meta_box( $post ) { ?><label class="screen-reader-text" for="excerpt"><?php _e( 'Plain Text

Summary' ) ?></label><textarea rows="1" cols="40" name="excerpt" id="excerpt"> <?php echo $post->post_excerpt; // textarea_escaped ?></textarea><p><?php

__( 'The plain text summary will appear on archive pages (e.g. lists of posts by category) and in search results.' );

?></p><?php}

N E W E XC E R P T BOX

PO ST S PAG E M E SS AG E

add_action( 'admin_notices', 'scl_postspage_print_notices' );

function scl_postspage_print_notices() {$screen = get_current_screen();if ( $screen->parent_base != 'edit' || $screen->base != 'post' || $_REQUEST['action'] != 'edit' )

return;

$posts_page = get_option( 'page_for_posts' );if ( !$posts_page )

return; if ( $_REQUEST['post'] == $posts_page ) echo '<div class="error"><p>This page is a container for the most recent

posts. It should always be empty, and you should never edit this page. To add a news item, go to <a href="post-new.php">Posts -- Add New</a>.<p></div>';

}

W P E D I T O R W I D G E T S T YL E S

PATT E R N L I BRA RY I N T O O L BA R

A D D T O O L B A R S T Y L E S & B U TT O N S

ADVAN CED T IN Y MCE

R E M OV I N G T O OL B A R BU TTO N S

function scl_mce_buttons( $buttons ) {$remove = array( 'underline', 'alignjustify' );return array_diff( $buttons, $remove );

}

add_filter( 'mce_buttons_2', 'scl_mce_buttons' );

A D D T O O L B A R S T Y L E S & B U TT O N S

SH ORTCA K E U I

BLOC K QUOTE + C I TE BU TT ON

BLO C K Q U O TE + C I T E BU TT O N

function scl_pullquote_mce_button() {if ( 'true' == get_user_option( 'rich_editing' ) ) {

add_filter( 'mce_external_plugins', 'scl_pullquote_add_tinymce_plugin' );add_filter( 'mce_buttons', 'scl_pullquote_register_mce_button' );

}}add_action('admin_head', 'scl_pullquote_mce_button');

function scl_pullquote_add_tinymce_plugin( $plugin_array ) {$plugin_array['blockquote_cite'] = get_stylesheet_directory_uri() .'/js/mce-buttons.js';return $plugin_array;

}

function scl_pullquote_register_mce_button( $buttons ) {return array_push( $buttons, 'blockquote_cite' );

}

DO C U M E N TAT IO N

W P 1 0 1V I DE O T UT O R I AL S I N T H E DA S HBOA R D

ADD HEL P L I BRARY I N T HE CMS

WP H EL P

W P H E LP

• Synchronized

• Managed like pages

• Set up sync source install or use main network site

• Use relative links

TE C H N I C A L H O W-T O

• Writing style guide

• Links to brand guide, photo libraries, etc.

L IS T E N .

DO NO T AC C E P T T H E D E FA U LT.

“Well, that’s how the CMS does it.”

“Well, that’s how we made the CMS do it.”

MOR E CON T EN T STRAT EGY STU FF• More code

• A content inventory plugin

• Videos

• A book

• http://stephanieleary.com/tag/content-strategy/

http://stephanieleary.com/tag/content-strategy/

I MP ORT AN YT H I N G TO WORDP RE S S

Y ET A NOT H ER P R ES E NTAT I O N

https://2016.wpcampus.org/schedule/getting-to-wordpress/

wordpress for the 99%

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