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. That’s Facet-nating! -FacetsWP Shanta R. Nathwani http://shanta.ca @ShantaDotCa
- 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. 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. Big Thank You! Becky Davis Justin Howe Shawn PucknellShanta R. Nathwani - @ShantaDotCa - http://shanta.ca 4
- 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. 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. 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. 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. 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. 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. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 11
- 12. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 12
- 13. Import data from external source - Set up the template in WP All Import Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 13
- 14. All the things! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 14
- 15. Now…on to FacetWP! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 15
- 16. Facet Types Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 16
- 17. Under Facets… Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 17
- 18. Save and Re-index Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 18
- 19. Onto the Facet Template Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 19
- 20. Customization of the Facet Template Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 20
- 21. Copy the shortcodes from templates and facets Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 21
- 22. Create a page and insert the shortcodes Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 22
- 23. The Result Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 23
- 24. Facets At Work Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 24
- 25. Facets In Action Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 25
- 26. Results! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 26
- 27. Results! Shanta R. Nathwani - @ShantaDotCa - http://shanta.ca 27
Hinweis der Redaktion
- Let me be clear…I’m used to teaching beginners to intermediate and usually about Information Architecture, so please forgive the appearance and simplicity of what I’m about to show you. Know that I built it to focus on the main attractions and make it FACET-NATING!
- Becky Davis for giving me the idea to do this talk. Justin Howe for helping me figure it out. And of course to Shawn Pucknell, for getting me to push my envelope.
- And yes, I am a samurai, because samurai are cooler.
- Here, I’ve chosen to import the data into posts. You can input them into pages, Custom Post Types and more! I’ve input the name of the event into the title. The long description, website and major intersection into the body of the post here from the original import data on the right side.
- Further down, I’ve put the type of the event into the category, and the location or region in tags. Ideally, under a regular instance, you would probably put every import item into a single field since each will become a facet later. If you need to import numerous tags, that’s fine, just don’t use them as a facet later on like I’ve done in my example.
- Lastly, for this example, I’ve set up random dates from last December to now so that they would all be published. You can import and place whatever fields you like. For my purposes, I only used the built in features in WordPress, no custom fields.
- After I imported 773 records, this is what it looked like.
- Got to FacetWP, hidden under “Settings” in the dashboard. I’m using Option 2 here, and using the default template.
- As you can see, there are plenty of facet types. Many of these you might see on sites where you might search for flights and hotels, such as the “slider”. You can use checkboxes, which is probably the most common, or a date range, such as the one I used for this demonstration.
- I’ve called this Facet “Location”. I’m making it a checkbox and pulling this from the tags as the data source. Remember that for this example, I only had one tag per post. If you are going to create a facet, make sure that you only have one TYPE in your field. I don’t recommend making it tags, since WordPress recommends 5-7 tags per post. I used categories for the type of event as well and used random dates as the publish dates. You can use Advanced Custom Fields if you like!
- FacetWP adds one database table: facetwp_index. This table contains all the information needed to generate the facets. When the “Re-index” button is clicked, FacetWP loops through every post on your site and indexes the values for each facet. - https://facetwp.com/documentation/how-facetwp-works/ After you save each facet, have it re-index the database.
- Once you have finished creating your facets, jump over to the Facet Template. Remember, this is not the page on which you will be creating your interface, this is the “results” piece. I’ve chosen the default one here.
- As you can see, you can change what is displayed. I’ve left it alone.
- Copy the shortcodes from the templates and the facets…
- I’ve created a page called “Events”, but you can put this wherever you wish. Here, I’ve used the shortcodes from the facets and used those as the filtering “devices”. Then, where I want the results to show, I’ve placed the facet template. I’m using the default facet template.
- It’s not pretty here, but you can see the results using a dropdown menu, a checkbox option and a date range. Below are ALL of the items, no filtering.
- When I click on the arrow beside “Event Type”, we see all of the possible choices and how many results are in each of those categories. In my import, not all of the entries had an “Event Type”, but that is an issue with the originating data.
- Notice when I click on “Film” not only do the final results change, but so do the other filters that could be applied.
- And when I click on the “Downtown” option, the results are filtered down even more so not only at the bottom, but also in the “Event Type” at the top of the page.
- When I click on the last item on the list, I am brought to the resulting post in WordPress that I originally brought in. Again, this is a really simple example, but there is so much that could be done, it would be impossible to show it all here.