Feb 2010 Meetup Notes: WP Q & A

Main Presentation Topic: Learning About WordPress

The presentation PDF is available on the WordPress Asylum website.

Questions

Q: Can WordPress read from a FileMaker database?

A: Anca says WordPress can only talk to MySQL; you can write script that would handle the import. (Well, Anca could.)

Q: When we’re talking about blogs are we using blogs and websites interchangeably?

A: When you install WordPress, it gives you a blog by default, and also inserts one static page, “About.” But you can build an extensive website in WordPress and hide the blog. When Sallie works with WordPress, she’s usually building whole websites, so she says “sites.” It’s the same WordPress software, though.

Q: We’re trying to have static pages for Margopedia that all newcomers will see and also show new posts for repeat visitors. Is that possible?

A: There are ways to do that, but your theme is currently set up to use categories to create pages from the top navigation menu. Doing what you want means tweaking the theme. (Follow-up note: after some back-and-forth, this was resolved by leaving the category pages as they were and creating a new “featured” section on the home page that showed excerpts of the posts with the introductory information.)

Q: I just learned about the concept of CSS. Does WordPress interoperate with CSS? Is there a menu of skills I need to know?

  • WordPress is built in PHP, it relies on CSS and HTML, you sometimes have to deal with MySQL, and Rocky kindly brought his favorite book on CSS. Almost everything about your design is contained in your CSS stylesheet, which is named style.css.
  • Donna Peck explains that CSS is like specifying typography for print.
  • Ann Zerega warns that not all browsers interpret CSS the same way.

While discussing CSS, Sallie happens to mention Artisteer, a software program for quick and easy theme design. The CSS it produces is somewhat less than ideal, but it has its advantages for people who are neither designers nor developers.

Q: What are the best practices for setting up a development environment for WordPress?

A: We were talking about covering it as a future Meetup session. Suggestion to talk to Anca or Lori about setting up XAMPP or MAMP.

People mention problems searching the WordPress Plugin Repository. WordPress has poor built-in search functionality. “I was trying to find out what WordPress could do by searching the plugins, but I couldn’t figure it out.” WordPress can do darn near anything, and there’s probably a plugin for it—but finding it might be difficult. You can also try searching Google for “x WordPress plugin”.

Q: I want people to be able search on multiple categories and subcategories in order to put menus together on a recipe site, and I found one plugin that said “multiple category search,” and that was it. (I think that’s the Multiple Category Selection Widget.)

  • The consensus of the room is that you probably need to get someone to develop that for you. “You hire someone to build it, and then it goes in that repository, and that’s how you pay back in for getting all this other functionality for free.”
  • If you hire a developer to make a plugin for you, will it still work with the next version of WordPress?
  • Probably. Automattic does let theme developers and plugin developers know about major changes that are coming up in new versions of WordPress, and plugin developers usually update their plugins.
  • Some developers stop supporting their plugins, but there’s usually another plugin that will do the same thing, so the worst thing that usually happens is that you have to get a different plugin because the one you have stops working.
  • If a plugin breaks, you can make a post in the WordPress forums about it.
  • If you get a custom-designed plugin, you might want to build upgrades for a certain period of time (say 6 months or a year) into the contract.
  • JD Lasica recommends hiring someone on oDesk to help you with plugin development and other nasty problems. (Sallie recommends hiring Lori Berkowitz or Anca Mosiou, or someone else from the WordPress Meetup community.)

Q: When do you make a plugin, and when do you put something into your theme?

A: If what you do is really specific to your own site, put it in the theme. If it’s something other people can use, make it a plugin. Also, some people try to keep function out of themes and in plugins.

Q: Where can I find tutorials and websites for WordPress end-users: things that will help my clients?

  • WordPress for Dummies is a handy resource. Even for smart people.
  • The best option, apart from recording your own screencasts, is searching YouTube for “WordPress tutorial.” Even older videos might be helpful; though a lot has changed about WordPress, a lot has stayed the same.
  • Someone (Greg?) recommends Lynda.com, and Lou Anne points out that they will give a discount for Meetup Groups, but these coupon codes are not for posting on the web.
  • You can charge your clients money for creating your own screencast with a tool like Camtasia or Jing.

Q: What do you mean when you talk about using WordPress as a CMS?

A: That means using WordPress to manage your whole website instead of just to blog with; choosing WordPress instead of something like Joomla or Drupal.

Q: So what is a CMS, anyway? Just the text portion of the website?

A: A Content Management System lets you assign different users different levels of access, so people without HTML, PHP, or CSS skills can still update their website content. Control of the content is separate from control of the design and the function.

Q: Are there advantages to using the LinkedIn discussion group for WordPress vs. the WordPress.org forums?

A: Sallie likes using the LinkedIn group partly because she uses LinkedIn a lot anyway. But the WordPress developers hang out on the forums. Try them both and see what works best for you.

Q: What percentage of people use WordPress versus Joomla and other CMSes?

A: (Information supplied after the fact.) Wikipedia says that there are more than 200 million WordPress sites. According to http://trends.builtwith.com/ (based on the QuantCast Top Million), 2.07% of websites run WordPress, about .21% of websites run Joomla and 1.64% run Drupal. Looks like WP has the edge there. (Note that they class WP under “blogs” and not “CMS,” and 77% of blogs are WordPress blogs.)

Q: Is the built-in editor in WordPress satisfactory?

A: Sallie usually uses Windows Live Writer to write posts and pages offline, but the WordPress TinyMCE editor is better than the one in Joomla. (Okay, that’s not saying much.) You can paste from Word into Live Writer and it will take out the horrible gibberish that Word puts into your HTML. (There’s now a “paste from Word” button in the WordPress visual editor, but some of us never quite trust those.)

Q: When WordPress 3.0 comes out, what happens to all these themes?

A: Some theme developers will upgrade the themes; some won’t. Most themes will keep working, but some may need some tweaking to take advantage of new features. When WordPress 2.9 came out, you had to add a few lines of code to your theme files to make the post thumbnails feature work, for instance, but that didn’t require a theme designer’s help.

Note: WordCamp SF is May 1st this year.

The winner of the book giveaway for WordPress in Depth was JD Lasica. We’re all looking forward to reading the review on Amazon.com.

WordPress 2.9 Feature Overview: Jan 2010 Meetup

Newcomer Questions and Random Resources

Q: How do you change the header image in Thesis?

A: (Anca) For some reason, this is not one of the built-in options in Thesis, and because of the way Thesis works, you can’t do it in the header.php file the way you would with an ordinary theme. The best thing to do is see Anca about it, since she’s had to do it for hundreds of clients already.

Q: What’s a plugin?

A: A plugin is a piece of code that extends the functionality of WordPress—like an attachment for your mixer or vacuum cleaner. Plugins do things like detect spam comments, add social bookmarking links to your posts, create mobile versions of your site, integrate shopping carts, install discussion forums, or help you integrate Facebook and Twitter into your blog, among many other things.

Q: What’s the difference between a widget and a plugin?

A: Widgets are a subset of plugins that affect your sidebar. Once you install the plugin, you can activate the widget by dragging it to the appropriate sidebar in the “Widget” tab under “Appearance” in the WordPress dashboard.

Q: How hard is it for a WordPress virgin to get up to speed? How long does it take?

A: (from Anca) About 2 months. (from Sallie) It depends on what you want to do. If you just want to pick a theme and start blogging, not very long. If you want to create a complex site in WordPress, then that’s going to take a lot more time. Even though you don’t absolutely have to know a lot of code, you have to understand how WordPress works and you have to get familiar with the plugin repository and which of the 5,000 plugins are best for what you’re doing.

Q: Wait—How many plugins?

A: About 5,000 free plugins in the repository at http://wordpress.org/extend/plugins/ . (Oooh, I lied. Current statistics say nearly 8,000.) No, there’s no real quality control. Some don’t play well together. Some aren’t compatible with the latest version of WordPress. There are usually several different plugins to do the same thing. So you have to spend some time doing some testing to find out which ones are best for you. We did a Meetup session on plugins in 2009. Notes are on the Meetup Message Board here: http://www.meetup.com/Eastbay-WordPress-Meetup/messages/boards/thread/7306160.

Q: Right, so what’s a theme?

A: It’s the template that dictates what your site is going to look like, including typography, color scheme, background images, blockquotes, heading levels, number of sidebars, whether there are special templates for different kinds of pages, whether the home page has a “magazine” layout rather than a standard blog layout, whether you have a built-in “content slider” or other features. Sallie has mixed feelings about some features built in to themes, because they sometimes function contrary to the natural design of WordPress, but if you don’t understand anything about how WordPress works, that shouldn’t be an issue for you, and it can save you some time creating those effects with plugins. There are many inexpensive premium themes at places like Themeforest (www.themeforest.net) , the more expensive but popular Woo Themes (www.woothemes.com), Graph Paper Press themes for artists and photographers (www.graphpaperpress.com), the phenomenally popular Thesis theme (http://diythemes.com/), and the 1000+ free themes in the WordPress Theme Repository (http://wordpress.org/extend/themes).

Q: Should newbies get a premium theme?

A: (Anca) The primary value in getting a premium theme is that you have support for it. You know it’s going to be upgraded, and there will be people there to help you when you have questions. (Sallie) If you’re not getting support for your money, check around the free themes first, because some of them will be just as attractive and have all the same kinds of theme options.

Q: If you’re a developer, how do you work with a designer to create a custom theme?

A: (Noel and Lori) Some designers understand design for the Web and know how to create layers and slices in Photoshop, but a lot of them don’t. Noel recommends Skitch for Mac (http://skitch.com/) and Jing (http://www.jingproject.com/), which works on both Mac and Windows, for screen capture and markup, so you can provide feedback to a designer on what you want changed. Jing lets you record voice and video and is free up to 5 minutes. You can also create a style guide that specifies the fonts, margins, etc you want for each heading level, paragraph, list item, and so forth, comparable to style guides used for print publications.

Q: Where does a total beginner start to find out more?

A: WordPress for Dummies is actually useful for smart people, too. It’s a few versions behind, but the principle of how WP works hasn’t changed. Also, you can find anything in the WordPress Codex (http://codex.wordpress.org), but it might take a bit of hunting around for. There are many blogs and a few podcasts about WP, but they aren’t necessarily aimed at newbies.

WordPress 2.9 Feature Review

First, a few links to posts about WordPress 2.9 and its new features:

Trash

This function replaces “Delete Post.” Someone asked what the difference was between this and marking a post private—mainly that you won’t see the post cluttering up your “Edit Posts” menu. Because you can take things out of the trash, you don’t get an “Are you sure?” prompt when you trash a post or other item , the way you did if you deleted it.

Built-in Image Editor

Go to “Media” and click on any image. You’ll now see an “edit” button with the option to crop, flip, or scale (resize). Note that you have to select the crop area before clicking the crop tool button, rather than after—counter-intuitive for Photoshop users. It’s primitive, but still very handy. Noel used to use the Scissors plugin for this function.

Batch Plugin Upgrade

If you use lots of plugins, this feature will make you very happy. If you use lots of plugins on multiple sites, it will make you even happier. The only confusing thing about it is that instead of performing this action under “Plugins,” the way you do when upgrading an individual plugin, you have to click “Upgrade” under the “Tools” menu.

upgrade plugins

Note that it tells you whether the upgrade is compatible with your version of WordPress.

Easier Video Embeds (oEmbed)

Just paste the URL for a video into its own line (even in the visual editor) and WordPress will embed that video. If you still want to display the URL, just make sure it’s part of another line of text. And if you want to create a link, use the usual “create link” tool.

We tested this with a link to the WordPress.tv video about the new features in WordPress 2.9, and it was absolutely painless. So far the feature supports YouTube, Daily Motion, Blip.tv, Flickr, Hulu, Viddler, Qik, Revision3, Scrib’d, Google Video, Photobucket, PollDaddy, and WordPress.tv. The notable absence is Vimeo.

There are plenty of plugins to help you embed videos from other sources.

Post Thumbnails

This feature is not turned on by default. Mark Jaquith explains how to add post thumbnail capability to any theme. I tried it and it works. (Well, at least on themes that didn’t use something else to create post thumbnails. I haven’t figured out how to get it to work with Arras yet.)

Justin Tadlock also has a good post about this feature of WP 2.9.

There are two basic things you need to edit in order to make this feature work. First, you need to insert the line add_theme_support( 'post-thumbnails' ); into your theme’s “functions.php” file. I put it right after the opening line.

Then, you need to call the thumbnail in the Loop. The Loop will look a bit different depending on your theme, but find the place in your index.php file after the post title, date, etc and stick in the following lines:

<?php
if ( has_post_thumbnail() )
the_post_thumbnail( 'thumbnail' );
?>

Then you’ll see the “Post Thumbnail” section in the right sidebar of your post edit page. Note that you need to click “Use as Thumbnail,” not “Insert Into Post” when working with the image.

Database Repair and Optimization

This is a bit on the geeky side. I didn’t get a chance to test it properly before the Meetup, but figured it out after I got home and wrote a blog post about it at http://www.wordpressasylum.com/how-to-repair-and-optimize-your-database-in-wordpress-2-9/. I’ve tested it on two blogs and so far it has said everything is already optimized. I’d say this is something the newcomers don’t need to worry about.

And that’s it for the first Meetup of 2010!