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DRUPAL
®
: THE GUIDE TO
PLANNING AND BUILDING WEBSITES
FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
xix
INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
xxi
PART I PLANNING YOUR WEBSITE
CHAPTER 1
Introduction to Drupal Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
CHAPTER 2
Managing Open Source Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
CHAPTER 3
Conducting a Needs Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
CHAPTER 4
Collecting Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
CHAPTER 5
Creating a Design Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
PART II BUILDING AND SUSTAINING YOUR WEBSITE
CHAPTER 6
Planning Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
CHAPTER 7
Coordinating Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
CHAPTER 8
Sustaining the Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
PART III AN EXAMPLE SITE
CHAPTER 9
An Example Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
CHAPTER 10
Example Build Recipes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
469
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Drupal
®
THE GUIDE TO PLANNING AND BUILDING WEBSITES
Cindy McCourt
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Drupal®: The Guide to Planning and Building Websites
Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard
Indianapolis, IN 46256
www.wiley.com
Copyright © 2011 by Cindy McCourt
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-1-118-06686-7
ISBN: 978-1-118-14983-6 (ebk)
ISBN: 978-1-118-14982-9 (ebk)
ISBN: 978-1-118-14981-2 (ebk)
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,
electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108
of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization
through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers,
MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the
Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201)
748-6008, or online at http://www.wiley.com/go/permissions.
Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with
respect to the accuracy or completeness of the contents of this work and specifi cally disclaim all warranties, including
without limitation warranties of fi tness for a particular purpose. No warranty may be created or extended by sales or
promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is
sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional ser-
vices. If professional assistance is required, the services of a competent professional person should be sought. Neither
the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is
referred to in this work as a citation and/or a potential source of further information does not mean that the author or the
publisher endorses the information the organization or Web site may provide or recommendations it may make. Further,
readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this
work was written and when it is read.
For general information on our other products and services please contact our Customer Care Department within the
United States at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002.
Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Some content that appears in
standard print versions of this book may not be available in other formats. For more information about Wiley products,
visit us at www.wiley.com.
Library of Congress Control Number: 2011930294
Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress
are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affi liates, in the United States and other
countries, and may not be used without written permission. Drupal is a registered trademark of Dries Buytaert. All other
trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or ven-
dor mentioned in this book.
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This book is dedicated to my family: to my husband, BJ,
who encourages me to continuously learn; to my dad, Joe,
who helped shape my understanding of the many aspects
of management and business ethics; to my mother,
Barbara, and brother, David, who are always there for
me; and, fi nally, to Codi, who made sure to remind me
when it was time for me to go for a walk.
— Cindy McCourt
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EXECUTIVE EDITOR
Carol Long
PROJECT EDITOR
John Sleeva
TECHNICAL EDITOR
Doug Vann
PRODUCTION EDITOR
Kathleen Wisor
COPY EDITOR
Paula Lowell
EDITORIAL DIRECTOR
Robyn B. Siesky
EDITORIAL MANAGER
Mary Beth Wakefi eld
FREELANCER EDITORIAL MANAGER
Rosemarie Graham
MARKETING MANAGER
Ashley Zurcher
PRODUCTION MANAGER
Tim Tate
VICE PRESIDENT AND EXECUTIVE GROUP
PUBLISHER
Richard Swadley
VICE PRESIDENT AND EXECUTIVE
PUBLISHER
Barry Pruett
ASSOCIATE PUBLISHER
Jim Minatel
PROJECT COORDINATOR, COVER
Katie Crocker
PROOFREADERS
Lynne Burke, Word One, New York
Paul Sagan, Word One, New York
INDEXER
Johnna VanHoose Dinse
COVER DESIGNER
Ryan Sneed
COVER IMAGE
© Martin Strmko / iStockPhoto
CREDITS
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ABOUT THE AUTHOR
CINDY MCCOURT has been a freelance website planner and builder, instructional designer and
instructor, project manager, and facilitator, and has taken part in planning and building numerous
Drupal and non-Drupal websites and web-based systems over the past 14 years. In 2005, she built
her fi rst Drupal website using Drupal 4.6 and has been using Drupal on her website development
projects ever since.
Over the past 20 years, Cindy has been designing, developing, and delivering workshops and
courses on technology- and non-technology-based subjects for both corporate and higher educa-
tion organizations. She has also written technical papers on many topics for governmental and
private-sector clients. Cindy maintains a close relationship with the Drupal community through
her blog (
http://idcminnovations.com), by speaking at Drupal events, and by offering Drupal
training. She has been described by some in the Drupal community as a professional cat herder
(
http://rocktreesky.com/professional-cat-herder-win).
Cindy started acquiring many of her skills in 1985, when she went to work for TRW. Her 12 years
at this worldwide contractor provided her with signifi cant insights into project management and
the many tasks associated with the lifecycle of a project. She was also an early TQM facilitator and
trainer, and has made process analyses, design, and improvement tools in her web development
toolbox.
Cindy built her fi rst website for George Mason University’s Graduate School of Education in 1997
and maintained the site until she graduated in 2000 with a Masters degree in Education. She went
to work for GMU in 1999 and continued to build her web development skills by developing several
more department websites, as well as by designing and coordinating the development of the online
Workshop and Events Management System (WEMS), which is still used today by GMU’s Division of
Instructional Technology. She has also taught Instructional Design, Project Management, and Web
Design for GMU’s Graduate School of Education, and provided technology workshops to GMU’s
faculty and staff.
Cindy’s extensive project list can be found at
http://idcminnovations.com/projects/
listall-projects
.
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ABOUT THE TECHNICAL EDITOR
DOUG VANN is an independent Drupal Developer and Trainer.
Doug entered Geekdom as a fi fth grader in 1983 with a Commodore 64 and a 300-baud connection
to CompuServe. Twenty-eight years later, he leads the Indiana Drupal Users Group and is a full-time
provider of Drupal Training and Drupal Development.
Doug believes in the power of Drupal to meet complex business needs in a rapid-deployment system.
Catch his blog at
www.dougvann.com. Google “Drupal Song,” and you’re likely to fi nd a few videos
of Doug, jamming on the guitar, unabashedly proclaiming his passion for Drupal!
His love for learning and experimenting in Drupal is overshadowed only by his love for teaching
and evangelizing it. He has presented in Minneapolis, Toronto, Houston, Indianapolis, multiple
LinuxFests, DoItWithDrupal, and DrupalCamps in Dallas, Madison, Atlanta, Chicago, Orlando,
Nashville, Denver, Los Angeles, South Carolina, and DC. You can often fi nd Doug on the
FREENODE IRC Network in Drupal-support helping people get through the steep learning curve
of Drupal.
Doug, his wife of 14 years, and their four children reside in Indianapolis.
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[...]... attention of executive editor Carol Long; to Carol Long, for reaching out to me and for convincing Wrox to give me a chance; to project editor John Sleeva, copy editor Paula Lowell, and technical editor Doug Vann, for all your efforts editing the chapters and for helping me improve my writing and the book’s content — your energy and enthusiasm were incredible; and to all the people in the graphics department,... modules ‰ Custom modules ‰ The theme (or base theme) ‰ A subtheme (if a base theme is used) When Drupal loads a page, it looks for instructions on how to display the content in a specific order It starts with the subtheme (if used) and works its way back from there: subtheme, base theme, and then to various modules you have enabled, including Drupal’s core modules If you don’t like what the theme code... in the theme itself If you are planning a site, why do you need to know about theming? There are costs associated with theme development that are not always easy to predict The more features your site has, the higher the probability that your theme will need more than the basics you fi nd in many free themes Your Drupal themer will need your comps, your style guide, and wireframes to get started To. .. and to help the team communicate If you are going to be a builder, developer, or themer, this short introduction is a must-read THEMER A themer is someone who develops the PHP, HTML, and CSS that defi ne the page structure and appearance Drupal Components You do not need to know how to build the site in order to plan what you want, but the more you know about what Drupal can do and how it does it, the. .. on the Web If you would like to have new messages from a particular forum emailed to you, click the Subscribe to this Forum icon by the forum name in the forum listing For more information about how to use the Wrox P2P, be sure to read the P2P FAQs for answers to questions about how the forum software works, as well as many common questions specific to P2P and Wrox books To read the FAQs, click the. .. experts, and information architects, to name a few All these roles have their own perspectives of how a site should look and come together Their individual experiences and skills associated with planning sites influence what is included in the site, how it is built, and how it is maintained Their planning processes will emphasize their strengths, and typically, there isn’t anything wrong with that Unless the. .. field on the form; you go to the next field and type the article; maybe you assign the article to a menu and tag it with some predefi ned terms or add a few of your own terms The title, body, menu, and terms are data that get stored in the database Other data get stored as well, such as the date when you created the article and your username All these bits of data are associated with the article or node you... place where the node appears, and other components, such as Drupal’s primary and secondary menus You can’t interact with Drupal unless you have a theme enabled Garland is the Drupal 6 default theme Bartik is the Drupal 7 default theme User A term used to represent a person who “uses” the site Views The term Views can refer to the module called Views or to a display generated by the Views module The Views... Drupal Data in the database is only part of your storage needs If you have any media fi les or documents that you want to upload to the site, Drupal stores those fi les, by default, in a directory on the server associated with the site If you have sites sharing the Drupal installation, the fi les will be kept separate from each other unless the sites have been configured to do otherwise The setting that... is the feature that enables you to place content into categories, which you can use when organizing and describing your nodes Term The words or phrases contained within a taxonomy vocabulary Terms are used to categorize content Terms are applied to nodes Theme The feature in Drupal used to display a page and all its components The theme is how you create the look and feel of the site It defines the .
THE GUIDE TO PLANNING AND BUILDING WEBSITES
Cindy McCourt
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Drupal®: The Guide to Planning. planner and builder, instructional designer and
instructor, project manager, and facilitator, and has taken part in planning and building numerous
Drupal and
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