Using Drupal in Education, Training, and (Some) Next Steps
For a good portion of 2008, I have been writing a book on using Drupal in Education. It has been a pretty incredible process, filled with rewards and challenges I didn’t envision at the outset.
Among the challenges: I began writing the book when Drupal 6 core was still in active development, and the contributed modules featured in the book did not yet exist in their D6 versions. As a consequence, I ended up writing two books to create one; the first version using Drupal 5 to help frame the scope of the book, and the second, final, version updated to reflect the improvements and changed processes in Drupal 6.
Among the rewards: a chance to see Drupal through fresh eyes. I’ve been working with Drupal for nearly four years now; writing a book targeted for people new to Drupal, and/or with a limited technical background, provided me the opportunity to slow down and examine procedures we had come to take for granted – things like adding a new content type, or adding a view. CCK and Views are critical to building a site within Drupal; we haven’t rolled a site out in the last couple years without these modules. The process of documenting their use helped me see the barriers that new users face when trying to learn these modules for the first time.
And while we are on the subject of Views, one of the other rewards of writing the book was being able to focus on the improvements between Views 1 and Views 2. The conversations and the development of Views 2 have been ongoing for over a year, and the work and effort has resulted in a tool that is more powerful while being easier to use. The ease of use of Views 2 in Drupal 6 shifts how we can develop, as Views 2 eliminates even more problems that used to require custom development.
The other realization I had throughout the course of writing the book centers around how we approach training in general, and Drupal-based training in particular. In discussions of training and usability, one main challenge revolves around identifying your audience: who are you training? What are their skillsets? What do they need to know to work effectively?
Most Drupal sites have at least three primary types of users: people who read content in the site; people who create content in the site; and people who maintain the structure of the site. There can (and usually are) overlaps between these roles, and some larger sites also have additional roles: for example, people who only add video content, or administrators who only edit/moderate content. And this is where things start to get interesting from both a training perspective and a book-writing perspective. Administrative tasks -- things like creating a new content type, building a navigational structure, configuring user profiles, configuring groups, etc -- are mostly strategies designed to meet needs. These strategies, once built into a site, provide a structure that people can use to do their work. The better these strategies have been executed, the easier it is to work within a site, and the more usable the site is for all stakeholders.
Which is all a long way of saying: site admins need to learn how to solve problems with Drupal. Other types of users shouldn't have to care. They are coming to the site to do work, and they shouldn't need to be bothered with *how* the site runs. From a training perspective, this results in multiple trainings around a single site
And with that said, the more we can simplify managing Drupal for site admins, the better. On more complex sites, we are already creating custom interfaces to make site administration easier, or less "drupal-ly."
Really, I'm still digesting the lessons (I think/hope) I have learned regarding Drupal, training, and usability. I'm going to be optimistic and assume that these thoughts will become more coherent, and if/when they do I'll share them here.
In the meantime, now that the heavy lifting involved in getting the book out is behind me, I'm looking forward to devoting more attention to other projects. In the upcoming weeks, we'll be doing some (much needed/long overdue) work with DrupalEd, and doing some more work with RSS Import (along these lines, but with an eye toward making this happen). We have some code that we have developed on some ongoing projects we need to release out, including some Drupal 6 code that can be used to create an amazingly flexible and simple online portfolio application. We're also still in the pipeline for the Knight-Drupal Initiative; as progress occurs I'll update this space.



Comments
Congratulations
Submitted on October 26th, 2008 by Doug SymingtonGreat stuff Bill. Will bring my own gluten-free beer when I stop by to get my copy autographed. Looking forward to developments on the DrupalEd front.
Congratulations
Submitted on October 27th, 2008 by alex_bCongratulations, Bill. I'm looking forward to check out this book.
I'm very glad to see that
Submitted on October 27th, 2008 by Lee HunterI'm very glad to see that you are focusing on matching content to user roles. I think this is an important principle that hasn't yet received enough attention in the Drupal handbooks. However, I'm not sure I'd agree with what you said about administrators creating content types and designing a navigational structure. Like other CMS, Drupal has an administration interface which misleads people to think that everything you can do with that interface should be documented as if it were part of an administrator "role". I would say that an administrator job function does not involve creating new content types or designing information architecture. That's the role of a site designer or developer. An administrator role is about site administration: adding and removing users, resetting passwords, backing up and restoring content, setting cron jobs etc.
While it's true that quite often in the real world a given administrator also happens to be the same person who adds and edits content [an editor or contributer user role], creates new content types [designer user role] etc., it's actually much more helpful if each role is addressed separately. That way, you can focus on the objectives that each role wants to achieve: the administrator wants the site to stay available to authorized users; the designer/developer wants to customize the site to meet the requirements of the user and the business.
Thanks
Submitted on October 27th, 2008 by BillDoug and Alex -- thanks! And Doug, if gluten-free is a requirement, then I'm thinking we should probably go straight to tequila.
Lee -- you make some excellent points, and on the whole I strongly agree with you. The challenge we see with user roles often occurs when we attempt to balance the ideal user role combination with how an organization or school is staffed. On bigger sites, this is less of an issue, as bigger sites usually have more people with a role in maintaining the site. Frequently, though, a small group of people will have overlapping responsibilities, and the challenge then becomes how to align the ideal user privileges (from a maintenance and upkeep perspective) with what an organization is staffed to support. Whenever we have a tension between the ideal role structure and how an organization is staffed, we try to create an alternate admin UI for specific tasks. This supports individual users working on the site without creating the usability hurdle of creating multiple role-based logins for a small group of users performing various site maintenance tasks.
Really, it gets down to a blend of a role based UI and a task-based UI. Whenever possible, we try and combine these, but if relying on multiple roles to create the task-based UI creates a usability challenge, we create the task-based UI and only expose options where it makes the most sense.
Kindling your book?
Submitted on November 4th, 2008 by madeline.brownstone@gmail.comCongratulations. I'm using Youth Voices (Great work Bill!) and am interested to know if your book will be Kindlized?
Kindle-ized
Submitted on November 5th, 2008 by BillHello, Madeline,
Thanks for the kind words re Youth Voices.
RE the Kindle: I'm not sure. I'll check with Packt and see what they say. There is a PDF version that should display pretty cleanly on a machine like the OLPC, but I'm not sure about the Kindle.
I'll post back here (and probably on the blog) when I get clarification on this.
Post new comment