WordPress solution for 99% of campus website needs

W O R D P R E S S F O R T H E 9 9 %
A O N E - S I Z E - F I T S - M O S T W P A A S C A S E S T U D Y
Stephanie Leary
stephanieleary.com
@sleary

S T E P H A N I E L E A R Y . C O M @ S L E A R Y

S A M E P R O B L E M S ,
S A M E S O L U T I O N

W E G O T 9 9 P R O B L E M S
• No acceptable central campus solution
• No past oversight or control
• No idea what has been built independently
• Rogue servers
• Itinerant workers

W E G O T 9 9 P R O B L E M S
• Poor code
• No updates
• No branding
• Insecure, unprofessional sites
• Tiny staff
• 100s of migration and new site requests

S O L U T I O N
• One-size-fits-most WordPress template & plugin suite
• Managed WordPress hosting
• Backups
• Security monitoring
• Automatic critical updates
• Support
• Free to campus users*

B R A N D E D T H E M E S O L U T I O N
• Flexible
• 6 layout options
• logo toggles
• several color schemes
• Responsive
• Accessible

C O M M O N E L E M E N T S
• WP Engine
• Genesis child theme
• Custom post types & taxonomies
• Advanced Custom Fields plugin
• Gravity Forms plugin
• CAS Maestro plugin
• GitHub Updater WP Pusher plugin

W H Y W P E N G I N E ?
• Existing campus contract
• Daily backups & one-button restore feature
• Staging copies
• Automatic security updates
• Optimized for performance
• Sucuri remediation of security incidents

W P E N G I N E C A V E A T S
• Price jumps after 100 installs
• Solution: Multisite
• Bandwidth / visitor limitations (vs storage)
• Restore points include entire multisite network
• Solution: Migrate DB Pro plugin

W H Y G E N E S I S ?
• Built-in…
• Layout options
• Color schemes
• SEO features
• plugins for slider, grid loops, multi-column text
• featured content widgets
• package of professional child themes

G E N E S I S C A V E A T S
• No grandchild themes
• Solution: JP Custom CSS plugin
• Obscure to new developers
• Solutions:
• Visual Hook Guide
• StudioPress snippet library
• StudioPress theme documentation

P S E U D O - G R A N D C H I L D T H E M E S
• Theme option: site-specific directory name
• If filled in, and if it exists…
• Enqueue style.css
• Include functions.php

C A S M A E S T R O C A V E A T S
• Minimal payload; no tailored onboarding
• WP login back door not visible
• No mobile app support
• or any other app relying on XML-RPC
• WP usernames must match CAS
• Character limits are not the same*

S I T E S E T U P W I Z A R D
I F Y O U A R E N O T U S I N G C A S , C O N S I D E R …

N E T W O R K - A C T I V A T E D P L U G I N S
• Advanced Custom Fields
• BE Subpages Widget
• CAS Maestro
• Display Posts Shortcode
• Enable Media Replace
• Genesis Grid
• Gravity Forms
• Image Widget
• JP Custom CSS
• JP Widget Visibility
• Menu Social Icons
• My Eyes Are Up Here
• Related Posts By Taxonomy
• Safe Redirect Manager
• Seamless Sticky Custom Post Types
• Simple Page Ordering
• Term Management Tools
• WCAG Fields for Gravity Forms
• WP Post Type Archive Links
• WP Editor Widget
• WP Help
• WP REST API
• WP REST API Custom Fields
• WP101

P L U G I N C A V E A T S
• Is it maintained?
• Can we maintain it?
• Should we rewrite it?
• Can we hook into it?
• Licensing

J E T P A C K S U B S T I T U T E S
• Users shouldn’t have to maintain wordpress.com
accounts; Jetpack disconnects every few weeks
• Developer mode doesn’t actually work very well
• JP Widget Visibility
• JP Carousel
• JP Custom CSS

S P E C I A L T Y P L U G I N S
• Download Monitor
• Document Revisions
• The Events Calendar Pro (Modern Tribe)
• WP LaTeX
• Visualizer

S E A R C H P L U G I N S
• Relevanssi Premium
• SearchWP
• Google CSE

F E A T U R E S
• People directories (faculty, staff, student, combined)
• Simple course catalog
• Building / equipment directory
• Publication lists
• Research project profiles

E D I T I N G F E A T U R E S
• Widget style chooser
• Pull quotes
• Editor toolbar changes
• Rich text footer option
• Centrally managed footer links

F R O N T E N D F E A T U R E S
• Branding options
• Color schemes
• Custom widgets
• Readability-style template for long documents

A D M I N F E A T U R E S
• Dashboard widgets
• Screen option defaults
• Edit screen columns
• Microtext changes
• Posts page warning

N E T W O R K A D M I N F E A T U R E S
• Logins go through main network site (CAS whitelist)
• Default network role for subsite users
• Main site login redirect for subsite users
• Sortable Sites column for upload file usage

C O N T E N T M O D E L
People
Subject Areas
Organizations
People Type
(Committees)
(Groups)
Courses
Subject Areas
Organizations
Publications
Subject Areas
Research
Subject Areas
Facilities
Subject Areas
Facility Type

C U S T O M F I E L D S &
E D I T S C R E E N S
F O R A L L F I V E C U S T O M P O S T T Y P E S

A C F F I E L D S F O R
P E O P L E

C O U R S E S

P U B L I C A T I O N S

F A C I L I T I E S

Requirements often describe structure:
“separate”
“search by…”
“sort”
“filter”

“We need a way to separate
events
bios
products
courses
etc.
from our posts and pages.”
POST TYPE

“We want to display _____
alongside the description.”
FIELD OR TAXONOMY

“We want to sort by X and Y as
well as by title and date.”
FIELD*

“This text input should be a controlled list.”
TAXONOMY… PROBABLY

C O N T E N T M O D E L I N G
Q U E S T I O N S
• What things are you writing about? How are they
related? How are they grouped?
• How detailed can we get and keep the editing process
sustainable?
• Should different groups of people have permission to
edit different things?

C U S T O M F I E L D Q U E S T I O N S
• What are the parts that make up each thing?
• Which of those fit the fields the CMS provides, and
which do we need to create?
• What should the editing experience be for each part?

T A X O N O M Y Q U E S T I O N S
• Do we have any groups in which several kinds of
categories are mixed? Can these be separated into
more clearly delineated groups?
• Do our authors understand the differences between
each group?
• Should items in different groups have completely
different sets of fields? (Maybe a post type is better.)

F I E L D O R T A X O N O M Y ?
What is the format of this data?
Should the input be a
controlled list?
Should duplicates be
avoided? FIELDTAXONOMY
NoYes
Text Anything Else

A D V A N C E D
C U S T O M
F I E L D S
G E N E R A T E W P
O R
C P T U I
+
R A P I D P R O T O T Y P E S

P O S T T Y P E S A N D T A X O N O M I E S

D E S I G N C O N T E N T I N C O N T E X T
• Single page views
• Date-based archives
• Taxonomy-based archives
• Site search results
• Specialized search results
• Home page features

C O U R S E C O R R E C T I O N I S E A S Y
• Post Type Switcher
• Term Management Tools
• WP All Export / WP All Import

P O S T T Y P E S W I T C H E R

T E R M M G M T T O O L S :
M E R G E

T E R M M G M T T O O L S :
C H A N G E

F I E L D T O T A X O N O M Y
W P A L L E X P O R T

W P A R C H I V E S U S U A L L Y
I N C L U D E …
• Content or excerpts
• All post types in taxonomy archives
• All subcategories’ posts in parent archives

G E N E S I S G R I D L O O P
S E T T I N G S

G E N E S I S T A B L E L O O P S
function scl_loop_table_headers( $headers ) {
$headerrow = '';
foreach ( $headers as $header ) {
$headerrow .= sprintf( "<th>%s</th>n", $header );
}
return sprintf( '<div class="loop"><table cellspacing="0" class="responsive">
<thead>
<tr>
%s
</tr>
</thead>
<tbody>'."n", $headerrow );
}

function scl_loop_table_cells( $data ) {
$datarow = '';
$rowindex = 1;
foreach ( $data as $title => $field ) {
$class = '';
if ( empty( trim ( $field ) ) )
$class = ' class="empty"';
$tag = 'td';
if ( 1 == $rowindex )
$tag = 'th';
$datarow .= sprintf( '<%s title="%s" %s>%s</%1$s>'."n", $tag, $title, $class, $field );
$rowindex++;
}
return sprintf( "<tr id='post-%d' %s>n %s n </tr>n", get_the_ID(), genesis_attr( 'entry' ),
$datarow );
}

remove_action( 'genesis_loop', 'genesis_do_loop' );
add_action( 'genesis_loop', 'scl_course_table_loop', 10 );
function scl_course_table_loop() {
if ( have_posts() ) :
$headers = array( esc_html__('Course'), esc_html__('Number'), esc_html__('Instructor(s)'), esc_html__('Time') );
echo scl_loop_table_headers( $headers );
while ( have_posts() ) : the_post();
$data = array(
sprintf( '<a href="%s" title="%s">%s</a>', esc_url( get_permalink() ), the_title_attribute( 'echo=0' ),
get_the_title() ),
get_field( 'course_number' ),
get_field( 'instructors' )
);
echo scl_loop_table_cells( array_combine( $headers, $data ) );
endwhile; //* end of one post
scl_loop_table_footer();
endif; //* end loop
}

T A B L E L O O P C A V E A T S
• No settings interface
• Will override Grid Loop settings—user confusion?

L I S T C H I L D P A G E S
function scl_append_child_pages( $content = '' ) {
$type = get_post_type();
if ( is_post_type_hierarchical( $type ) && empty( $content ) ) {
$args = array(
'echo' => 0,
'depth' => 1,
'title_li' => '',
'child_of' => get_the_ID(),
'post_type' => $type
);
$content .= '<ul class="childpages">' . wp_list_pages( $args ) . '</ul>';
}
return $content;
}

L I S T C H I L D P A G E S
function scl_child_pages_shortcode() {
return scl_append_child_pages();
}
add_shortcode( 'child-pages', 'scl_child_pages_shortcode' );
add_shortcode( 'subpages', 'scl_child_pages_shortcode' );
add_filter( 'the_content', 'scl_append_child_pages' );

C P T A R C H I V E T E R M D I V I S I O N S
• Archives settings option
• Divide posts by selected taxonomy
• Further subdivide by child terms? (depth)

D E E P T A X O N O M Y T E R M
A R C H I V E S

S H A R E D T A X O N O M Y A R C H I V E S
• Titles and breadcrumbs reflect only one term
• Post types all mixed together
• post_type not set

S H A R E D T A X O N O M Y T I T L E S
https://gist.github.com/sillybean/ae00bea06ff1513d48ed1fd9cbaca3eb
https://gist.github.com/sillybean/4f592e462ea51866082a099b11c6309d

S H A R E D T A X O N O M Y
B R E A D C R U M B S

F I N D _ P O S T _ T Y P E ( )
function scl_find_post_type() {
$type = get_query_var( 'post_type' );
if(( !isset( $type ) || empty( $type )) && is_tax()) {
$current_term = get_queried_object();
$tax_obj = get_taxonomy( $current_term->taxonomy );
if ( count( $tax_obj->object_type ) == 1 )
$type = $tax_obj->object_type[0];
}
return $type;
}

R E P L A C E L O O P W I T H P O S T T Y P E
L I S T

R E P L A C E L O O P W I T H P O S T T Y P E
L I S T
add_action( 'genesis_meta', 'scl_taxonomy_loop_switch' );
function scl_taxonomy_loop_switch() {
if ( function_exists( 'scl_find_post_type' ) )
$type = scl_find_post_type();
else
$type = get_query_var( 'post_type' );
if ( empty( $type ) || 'any' == $type || is_array( $type ) ) {
remove_action( 'genesis_loop', 'genesis_do_loop' );
add_action( 'genesis_loop', 'scl_list_taxonomy_post_types', 1 );
}
}

A D D P O S T T Y P E A R G U M E N T
add_filter( 'term_link', 'tax_link_for_post_type', 10, 3 );
function tax_link_for_post_type($termlink, $term, $taxonomy){
$tax_obj = get_taxonomy( $taxonomy );
// if this is not a shared taxonomy, bail
if ( count( $tax_obj->object_type ) == 1 )
return $termlink;
$post_type = scl_find_post_type();
if ( !isset( $post_type ) || 'any' == $post_type )
return $termlink;
return add_query_arg( 'post_type', $post_type, $termlink );
}

P E R - P O S T - T Y P E S I D E B A R S
add_action( 'get_header', 'scl_cpt_switch_sidebar' );
function scl_cpt_switch_sidebar() {
remove_action( 'genesis_sidebar', 'genesis_do_sidebar' );
add_action( 'genesis_sidebar', 'scl_do_sidebar' );
}

P E R - P O S T - T Y P E S I D E B A R S *
function scl_do_sidebar() {
if ( is_home() && !is_front_page() )
$type = 'post';
else
$type = scl_find_post_type();
if ( is_active_sidebar( $type ) )
dynamic_sidebar( $type );
else
genesis_do_sidebar();
}

W I D G E T V I S I B I L I T Y
P L U G I N

S Y N C E D F O O T E R L I N K S
add_action( 'genesis_footer', 'scl_footer_required_links' );
function scl_footer_required_links() {
if ( false === ( $links = get_transient( 'scl_footer_required_links' ) ) ) {
$response = wp_remote_get( 'http://example.com/wp-json/wp/v2/pages/2' );
if ( wp_remote_retrieve_response_code( $response ) == 200 && ! is_wp_error( $response ) ) {
$body = json_decode( wp_remote_retrieve_body( $response ), true );
$links = wp_kses_post( $body['content']['rendered'] );
}
set_transient( 'scl_footer_required_links', $links, 12 * HOUR_IN_SECONDS );
}
echo apply_filters( 'scl_footer_required_links', $links );
}

F O O T E R T E X T C U S T O M I Z E R
F I E L D
add_action( 'customize_register', 'scl_customizer_sections' );
function scl_customizer_sections( $wp_customize ) {
$wp_customize->add_section( 'scl_footer', array(
'title' => 'Footer Text',
'priority' => 105,
'capability' => 'edit_pages',
) );
$wp_customize->add_setting( 'scl_footer_text', array(
'default' => '',
'sanitize_callback' => 'scl_sanitize_footer_text',
'transport' => 'postMessage',
) );
$wp_customize->add_control( 'scl_footer_text', array(
'label' => 'Footer text (copyright, etc.)',
'section' => 'scl_footer',
'type' => 'text',
) );
}

F O O T E R T E X T C U S T O M I Z E R
F I E L D
remove_action( 'genesis_footer', 'genesis_do_footer' );
add_action( 'genesis_footer', 'scl_custom_footer' );
function scl_custom_footer() {
echo get_theme_mod( 'scl_footer_text', '© ' . get_option( 'blogname' ) );
}
function scl_sanitize_footer_text( $input ) {
return wp_kses_post( force_balance_tags( $input ) );
}

F O O T E R R I C H T E X T O P T I O N
remove_action( 'genesis_footer', 'genesis_do_footer' );
add_action( 'genesis_footer', 'scl_custom_footer' );
function scl_custom_footer() {
echo '<div class="footer-content">';
echo do_shortcode( get_field( 'footer_text', 'option' ) );
echo '</div>';
}

C M S U S E R SE N D U S E R S +

If content authors can’t or won’t
use the CMS, it’s game over.

U S E R S I G N U P P R O C E S S
• Site request form:
• contact info
• desired URL
• Offsite delegation
• Font licensing (&^#*@)
• Copy template blog
• Add user to blog

D E F A U L T N E T W O R K S I T E R O L E
function tees_default_roles( $user_id ) {
if ( is_main_site() && !is_user_member_of_blog( $user_id ) )
add_user_to_blog( get_current_blog_id(), $user_id, 'subscriber' );
}
add_action( 'wpmu_activate_user', 'tees_default_roles', 10, 1 );
add_action( 'wpmu_new_user', 'tees_default_roles', 10, 1 );
add_action( 'user_register', ‘tees_default_roles', 10, 1 );

C A S U S E R N A M E
R E S T R I C T I O N S

D A S H B O A R D W I D G E T S
• My Sites
• Way finder: CPTs and taxonomies
• Way finder: Options page content
• Link to support form

L O G I N R E D I R E C T S : N E T W O R K
add_filter( 'login_redirect', 'tees_subsite_login_redirect', 100, 3 );
function tees_subsite_login_redirect( $redirect_to, $request_redirect_to,
$user ) {
if ( !is_user_member_of_blog( $user->ID ) ) {
// this is the main network site. Stupid name.
global $current_site;
return get_site_url( $current_site, '', 'admin' );
}
return $redirect_to;
}

C H A N G E T H E A D M I N U I
• Hide unneeded features
• Make everything on the screen relevant
• Change placeholders and labels
• Add toolbar options for pattern library elements
• Add inline help
• Document in the CMS

H I D E U N N E E D E D
F E A T U R E S

T U R N O F F S C R E E N O P T I O N S
<?php
add_filter( 'default_hidden_meta_boxes', 'my_default_hidden_screen_options', 10, 2
);
function my_default_hidden_screen_options( $hidden, $screen ) {
$hide_these = array(
'dashboard_primary',
'postcustom',
'trackbacksdiv',
);
return array_merge( $hidden, $hide_these );
}

T U R N O N S C R E E N O P T I O N S
add_filter( 'default_hidden_meta_boxes', 'scl_toggle_meta_boxes', 10, 2 );
function scl_toggle_meta_boxes( $hidden, $screen ) {
$hide_these = array( ... );
if ( $screen->base == 'nav-menus' ) {
$show_these = array(
'add-post-type-course',
'add-post-type-people',
'add-post-type-publication',
'add-post-type-facility',
'add-post-type-research',
'add-people_type',
'add-organization',
'add-subject_area',
'add-facility_type',
'add-publication_type',
);
$hidden = array_diff( $hidden, $show_these );
}
return array_merge( $hidden, $hide_these );
}

M A K E E V E R Y T H I N G
R E L E V A N T
A D M I N C O L U M N S

C H A N G E P L A C E H O L D E R S

C H A N G E P L A C E H O L D E R S
<?php
add_filter( 'enter_title_here', 'my_title_placeholders' );
function my_title_placeholders( $placeholder ){
$screen = get_current_screen();
switch ( $screen->post_type ) {
case 'people':
$placeholder = 'Enter full name';
break;
case 'course':
$placeholder = 'Enter course title';
break;
case 'facility':
$placeholder = 'Enter building name and number';
break;
default: break;
}
return $placeholder;
}

C H A N G E L A B E L S
F E A T U R E D I M A G E S

C H A N G E L A B E L S
<?php
remove_meta_box( 'postexcerpt', 'post', 'side' );
add_meta_box('postexcerpt', __( 'Plain Text Summary' ),
'post_excerpt_meta_box', 'post', 'normal', 'high');

A D D I N L I N E H E L P
A D V A N C E D C U S T O M F I E L D S ( M E S S A G E F I E L D )

C H A N G E I N L I N E H E L P

C H A N G E I N L I N E H E L P
<?php
remove_meta_box( 'postexcerpt', 'post', 'side' );
add_meta_box( 'postexcerpt', __( 'Plain Text Summary' ), 'custom_post_excerpt_meta_box',
'post', 'normal', ‘high’ );
function custom_post_excerpt_meta_box( $post ) { ?>
<label class="screen-reader-text" for="excerpt"><?php _e( 'Plain Text Summary' ) ?></label>
<textarea rows="1" cols="40" name="excerpt" id="excerpt">
<?php echo $post->post_excerpt; // textarea_escaped ?>
</textarea>
<p><?php
__( 'The plain text summary will appear on archive pages (e.g. lists of posts by category)
and in search results.' );
?></p>
<?php
}

P O S T S P A G E M E S S A G E
add_action( 'admin_notices', 'scl_postspage_print_notices' );
function scl_postspage_print_notices() {
$screen = get_current_screen();
if ( $screen->parent_base != 'edit' || $screen->base != 'post' || $_REQUEST['action'] != 'edit'
)
return;
$posts_page = get_option( 'page_for_posts' );
if ( !$posts_page )
return;
if ( $_REQUEST['post'] == $posts_page )
echo '<div class="error"><p>This page is a container for the most recent posts. It should
always be empty, and you should never edit this page. To add a news item, go to <a
href="post-new.php">Posts -- Add New</a>.<p></div>';
}

W P E D I T O R W I D G E T S T Y L E S

P A T T E R N L I B R A R Y I N
T O O L B A R

A D D T O O L B A R S T Y L E S &
B U T T O N S
A D V A N C E D T I N Y M C E

R E M O V I N G T O O L B A R B U T T O N S
function scl_mce_buttons( $buttons ) {
$remove = array( 'underline', 'alignjustify' );
return array_diff( $buttons, $remove );
}
add_filter( 'mce_buttons_2', 'scl_mce_buttons' );

A D D T O O L B A R S T Y L E S &
B U T T O N S
S H O R T C A K E U I

B L O C K Q U O T E + C I T E
B U T T O N

B L O C K Q U O T E + C I T E B U T T O N
function scl_pullquote_mce_button() {
if ( 'true' == get_user_option( 'rich_editing' ) ) {
add_filter( 'mce_external_plugins', 'scl_pullquote_add_tinymce_plugin' );
add_filter( 'mce_buttons', 'scl_pullquote_register_mce_button' );
}
}
add_action('admin_head', 'scl_pullquote_mce_button');
function scl_pullquote_add_tinymce_plugin( $plugin_array ) {
$plugin_array['blockquote_cite'] = get_stylesheet_directory_uri() .'/js/mce-buttons.js';
return $plugin_array;
}
function scl_pullquote_register_mce_button( $buttons ) {
return array_push( $buttons, 'blockquote_cite' );
}

W P 1 0 1
V I D E O T U T O R I A L S I N T H E D A S H B O A R D

A D D H E L P L I B R A R Y I N T H E
C M S
W P H E L P

W P H E L P
• Synchronized
• Managed like pages
• Set up sync source install or use main network site
• Use relative links

T E C H N I C A L H O W - T O
• Writing style guide
• Links to brand guide, photo libraries, etc.

D O N O T A C C E P T T H E
D E F A U L T .

“Well, that’s how the CMS does it.”

“Well, that’s how we made the CMS do it.”

M O R E C O N T E N T S T R A T E G Y
S T U F F
• More code
• A content inventory plugin
• Videos
• A book
• http://stephanieleary.com/tag/content-strategy/

I M P O R T A N Y T H I N G T O
W O R D P R E S S
Y E T A N O T H E R P R E S E N T A T I O N

WordPress solution for 99% of campus website needs

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