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WordPress: Facets and Taxonomies

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Presented at Web Unleashed on September 16-17, 2015 in Toronto, Canada
More info at www.fitc.ca/webu

WordPress: Facets and Taxonomies
with Shanta R. Nathwani

OVERVIEW

Anyone can put up a website now with WordPress, but not everyone can design it. This isn’t just about what colours to use, or what font to choose. What about organizing the information on it? How do you make it easier for the people you’re designing it for to manage their site?

Everyone knows how to set up a menu to filter down your selection to a single post, but what about a non-linear approach? What if there is more than one way to find that piece of information? What if that information has multiple masks that it wears? Enter Taxonomies and Facets.

This talk will demonstrate how to lead users to what they are looking for using FacetsWP, including the philosophy behind using taxonomies to guide users to the information that they seek.

OBJECTIVE

Setting up a large informational site using FacetsWP

ASSUMED AUDIENCE KNOWLEDGE

Understanding of information architecture and standard menus

FIVE THINGS AUDIENCE MEMBERS WILL LEARN

Creating the information architecture for your informational site
Planning out your taxonomies
Setting up FacetsWP
Implementing your strategy on the WordPress installation
How to customize the experience for site administrators, not just the end users of the website

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WordPress: Facets and Taxonomies

  1. 1. That’s Facet-nating! -FacetsWP Shanta R. Nathwani http://shanta.ca @ShantaDotCa
  2. 2. Agenda  About me  How to organize your facets  Tools used in creating this presentation (and some others I learned about along the way)  Importing data and setting it up for success  Setting up and implementing facets Try it out!: http://wilt.rocks/events Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 2
  3. 3. About Me • Instructor, Sheridan College • Joint program with University of Toronto at Mississauga: Institute of Culture, Communication, Information and Technology • Web Design and Capstone Project • Serial WordCamper • Spoke at 7 camps last year, including New York, Chicago and Los Angeles. • This year, there will be 7 and I’m co-organizing 2 of them. • Bachelor of Commerce in Info Tech Mgmt., Ryerson University Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 3
  4. 4. Big Thank You! Becky Davis Justin Howe Shawn PucknellShanta R. Nathwani - @ShantaDotCa - http://shanta.ca 4
  5. 5. Disclaimer • Please excuse all the text and screenshots. I’m used to using this for my students, but they make great notes! • I’m going to upload these after the session to http://shanta.ca, so you don’t have to write this all down. • Please ask questions! I’ll try and add them to the slides after the fact.
  6. 6. Information architecture and knowledge  There are two ways of looking at how people find information: when someone is knowledgeable about a topic, and when someone doesn’t know much about a topic.  If someone is knowledgeable about a topic, they can follow a trail of breadcrumbs (such as a menu) to lead them to the right place.  If someone is less knowledgeable about a topic, or there are large pieces of information, it is easier to narrow or filter down the results. Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 6
  7. 7. Amazon.ca Search by: • Title • Author • Genre • Price • Department • …and so much more! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 7 Examples of Faceted Searches
  8. 8. Expedia.ca Filter by: • Price • Number of Connections • Airline • Departure/Arrival time of day • Length of Flight • …and so much more! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 8 Examples of Faceted Searches
  9. 9. FacetWP  Premium Plugin for WordPress  Cost is $79 for 3 sites, $199 for unlimited sites. Both are per year and include service and updates.  http://facetwp.com Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 9
  10. 10. No WordPress Installations Were Harmed Importing:  For the demo today, I used WP All Import (the free edition) for XML data. The paid edition allows for importing and placement of Advanced Custom Fields as well as images.  I also explored and tested WP Ultimate CSV Importer for CSV files. Out of the box, it will import into all of the standard stuff, as well as the Advanced Custom Fields. Other Goodness:  To keep testing the imports, I had to keep deleting and re-creating posts. I used Bulk Delete that did the job amazingly. It will also delete selectively.  To do restores, I use Backup Buddy because it is so easy to use. This is a premium plugin, but they have wonderful packages for educators and students.  I used the City of Toronto Festival Open Data set (XML format) Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 10
  11. 11. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 11
  12. 12. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 12
  13. 13. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 13
  14. 14. All the things! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 14
  15. 15. Now…on to FacetWP! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 15
  16. 16. Facet Types Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 16
  17. 17. Under Facets… Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 17
  18. 18. Save and Re-index Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 18
  19. 19. Onto the Facet Template Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 19
  20. 20. Customization of the Facet Template Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 20
  21. 21. Copy the shortcodes from templates and facets Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 21
  22. 22. Create a page and insert the shortcodes Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 22
  23. 23. The Result Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 23
  24. 24. Facets At Work Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 24
  25. 25. Facets In Action Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 25
  26. 26. Results! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 26
  27. 27. Results! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 27
  28. 28. Questions? Shanta R. Nathwani http://shanta.ca @ShantaDotCa

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