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Managing and educating content editors AND IDEAS FROM THE TRENCHES EXPERIENCES Patrick H. Lauke Managing and educating content editors AND IDEAS FROM THE TRENCHES EXPERIENCES Patrick H. Lauke / Public Sector Forums / 10 May 2007

Who am I? Web Editor (M&C) at University of Salford 2001 responsible for all Who am I? Web Editor (M&C) at University of Salford 2001 responsible for all outward-facing content one of the first web-standards UK uni sites accessibility discourse for last 5 -6 years

About Salford A variety of web sites make up the salford. ac. uk domain: About Salford A variety of web sites make up the salford. ac. uk domain: core www 4 faculties 12 schools 9 research institutes 37 research centres 13+ support service . . . dark matter?

How are these sites maintained? traditionally, one web author per site no Content Management How are these sites maintained? traditionally, one web author per site no Content Management System Dreamweaver / Contribute / bespoke admin systems

Role of web author Covers wide spectrum: technical post clerical / administrative academic “web Role of web author Covers wide spectrum: technical post clerical / administrative academic “web / marketing officer”

No CMS – a blessing of sorts? steep initial learning curve requires technical expertise No CMS – a blessing of sorts? steep initial learning curve requires technical expertise helps keep number of authors manageable

Flipside of “technical” nature (for most part) web authors are “techies” not writers/editors don't Flipside of “technical” nature (for most part) web authors are “techies” not writers/editors don't generate “snappy” marketing copy “web monkeys” handed documents to put online

First step. . . knowing who authors are ISD handle requests for new sites First step. . . knowing who authors are ISD handle requests for new sites embedded in request process keeping track of known authors ideally don't give access until trained

Requirements for external pages technical standards (PHP/My. SQL/etc) Corporate Identity Style Guide accessibility Requirements for external pages technical standards (PHP/My. SQL/etc) Corporate Identity Style Guide accessibility

Hit them early. . . New web authors get: all guideline documents as pack Hit them early. . . New web authors get: all guideline documents as pack templates (if possible) personal meeting

. . . hit them often New and existing authors: staff training sessions web . . . hit them often New and existing authors: staff training sessions web clinic yearly “corroboree”

It's not all guidelines Just mandating rules doesn't work (or requires very intense QA) It's not all guidelines Just mandating rules doesn't work (or requires very intense QA) If authors don't understand reasons why, they'll simply try to break them

It's not all guidelines Moving from “what can I get away with” to “what's It's not all guidelines Moving from “what can I get away with” to “what's the best solution”

It's not all guidelines It's about quality, not compliance It's not all guidelines It's about quality, not compliance

How to get authors to follow guidelines? Making sure that they understand them “Buy-in” How to get authors to follow guidelines? Making sure that they understand them “Buy-in” from web authors

Accessiblity for those who don't care. . . Hypothetical, ethical/moral arguments? Showing actual benefits! Accessiblity for those who don't care. . . Hypothetical, ethical/moral arguments? Showing actual benefits! SEO (particularly for internal search engine) Use analogies that they can understand (e. g. Word)

Make it easy! few clear and simple rules/tips to follow WCAG 1. 0 (and Make it easy! few clear and simple rules/tips to follow WCAG 1. 0 (and “upcoming” WCAG 2. 0) not aimed at actual human beings remove guesswork / interpretation adapt guidelines to different skills and needs

Make it easy! Be realistic! 95% accessibility still better than 0% Make it easy! Be realistic! 95% accessibility still better than 0%

Right tools for the right job Ready-made templates CMS / admin systems that facilitate, Right tools for the right job Ready-made templates CMS / admin systems that facilitate, not hinder WYSIWYG vs WYSIWYM “. . . don't lead us into temptation. . . ”

Web authors doing their own QA Checklists and automated validation. . . with caution Web authors doing their own QA Checklists and automated validation. . . with caution Giving them screen readers?

Community of practice “the process of social learning that occurs when people who have Community of practice “the process of social learning that occurs when people who have a common interest in some subject or problem collaborate over an extended period to share ideas, find solutions, and build innovations”

Fostering a community of practice internal mailing list yearly web “corroboree” conferences and workshops Fostering a community of practice internal mailing list yearly web “corroboree” conferences and workshops “take care of yourselves. . . and each other” create healthy competition

Support, rather than enforcement meet often discuss potential issues early act as lightning rod Support, rather than enforcement meet often discuss potential issues early act as lightning rod / scapegoat

. . . but enforce when necessary no formal central QA process guidelines with . . . but enforce when necessary no formal central QA process guidelines with actual clout (management “buyin”) identifying rogues and dealing with them

Perfect process? Far from it, but works reasonably well Majority of top-level sites ok Perfect process? Far from it, but works reasonably well Majority of top-level sites ok There's always one. . .

What about you? What about you?