Preparing Learn for WordPress Updates

When WordPress releases an update, the documentation and training materials about features that have been changed need to be revisited.

To help organize content based upon features, we now have custom taxonomyTaxonomy A taxonomy is a way to group things together. In WordPress, some common taxonomies are category, link, tag, or post format. https://codex.wordpress.org/Taxonomies#Default_Taxonomies. only visible when logged in to Learn. We need help organizing that taxonomy.

Here’s a demonstration:

As a recap:

  • Log in to Learn
  • Go to Lesson Plans and later Workshops
  • View all posts
  • Look at the columns visible
  • If a post does not have “Included Content Done”, edit that post.
  • Review the post
  • Assign the version of WordPress displayed
  • Assign the Included Content taxonomy
  • In Edit Flow’s custom metadata (bottom or right sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme.), check the box to indicate “Included Content Done”
  • Publish

Leave comments below with the progress or any questions.

#5ftf, #content-audit

Agenda for June 1, 2021

Please join us Tuesday, 1 June 2021, 17:00 GMT+1 OR Office Hour  Friday, 4 June 2021, 11:00 GMT+1 in the #training Slack channel for our weekly meetings!


This Week’s Agenda

  1. Intro/Welcome
  2. News
    1. WCEU team presentation
    2. Upcoming info
      1. Proposed user roles on Learn
      2. Proposing an audit tool
    3. High Priorities
      1. Handbook
      2. Slides
      3. Wording for non-CoreCore Core is the set of software required to run WordPress. The Core Development Team builds WordPress. mentions on Learn
  3. Current work in process
    1. Lessons in the process: (These need to incorporate the lesson plan template, and bump the content into the lesson plan walkthrough)
      1. Setting up a local WordPress Development Environment for Core
      2. Testing a Trac ticket or a Github PR
      3. Trial run on a lesson plan and workshop about overcoming Imposter Syndrom by @lepittenger as part of Web Dev Studios 5FTF to be included in the speaker series.
    2. Lessons ready to be drafted
      1. Use browser dev tools to anonymized info
      2. What other teams have found
      3. How to create a blog post in WordPress 5.x
      4. Using a browser inspector
      5. What to do when you forget your password
  4. Open Discussions

Upcoming Meetings

You are welcome to join the team at any time! If you are new to the Training Team, please introduce yourself in the #training channel before the meeting (or anytime!) and feel free to join us in the meeting and participate as you are able.

Training Team Mission

The WordPress training team creates downloadable lesson plans and related materials for facilitators to use in live environments.

Getting Invovled

Everyone is welcome and encouraged to join in, comment on posts, and participate in meetings and on projects.

Team Links:

#agenda, #content-audit, #slides

PROPOSAL: An Audit Tool for Learn

As Learn grows, the need for maintaining content in step with WordPress releases also grows. We would like to implement a content audit tool. This will keep the tasks of auditing and then revising content much more manageable.

The Training Team has sought a content audit tool for a number of years. Many of the same requests are still wanted.

With the current workflow of Learn, we’ve revised the list of what would help keep content up to date.

The current workflow:

We are using Edit Flow, which may still be the solution with some enhancements or additional features. Our general content revision process has looked like this:

  • Many users with Editor user role permission to have login-access to content on Learn. 
  • When WordPress has an update, and when the team has the capacity, contributors will manually review each piece of content on the site.
  • Users check a series of Edit Flow Custom MetaMeta Meta is a term that refers to the inside workings of a group. For us, this is the team that works on internal WordPress sites like WordCamp Central and Make WordPress. Fields to indicate what needs to be updated and another unchecks the box when it is done 
  • Users cannot view all posts that have the same checkmark ticked (like the functionality of viewing all posts with the same tag). 
  • Custom meta is related to the entire post, not noting specific elements such as several screenshots
  • Users with Editor access for auditing have created their own content, not following the lesson plan templates, and published. The team process is to use a template for the content and undergo several reviews before publishing. 
  • Due to the complexity of this process, the team has not made much progress in staying current with feature changes.

Proposed workflow:

  • More specific uses of user permissions, per https://make.wordpress.org/training/2021/05/27/proposal-adding-custom-user-roles-to-learn-wordpress/.
  • Each screenshot, video, and article could have a taxonomyTaxonomy A taxonomy is a way to group things together. In WordPress, some common taxonomies are category, link, tag, or post format. https://codex.wordpress.org/Taxonomies#Default_Taxonomies. indicating 
    • The version of WordPress
    • Option of the user interface (show all posts that have the blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. selector, or some part of the admin dashboard)
    • A way to note if the outdated content is preserved for historical purposes (not to be updated)
    • Taxonomy would be viewable like tags, allowing an editor to see a listing of all content types of that notation
    • Apply this taxonomy to lessons, workshops, and courses
  • A checklist before publishing that indicates various stages of review and can be modified by admins in an ongoing way without coding
    • Pending Review
    • Spelling/grammar review
    • Technical review
    • SEO review
    • Require that posts are approved by users in a specific role (editors can review updates, admins can review new content to be published)
    • The ability to assign a lesson plan to a “Content Owner” who is different than the author. It can help identify who is currently responsible for that lesson plan.
  • An expiration date. Any content that should be reviewed on a regular basis can have an expiration date that will provide automatic reminders that eyeballs are needed on that content piece. In the Content Audit pluginPlugin A plugin is a piece of software containing a group of functions that can be added to a WordPress website. They can extend functionality or add new features to your WordPress websites. WordPress plugins are written in the PHP programming language and integrate seamlessly with WordPress. These can be free in the WordPress.org Plugin Directory https://wordpress.org/plugins/ or can be cost-based plugin from a third-party this can also include email reminders being sent to the Content Owner. It also displays messages on the front end for logged-in users with the proper permissions.
  • Columns are added to the All Posts screen that indicates the Content Owner, Content Status, Notes, and Expiration date. This makes for a very quick overview that contributors could use to identify the highest priority (or low-hanging fruit) from the list of things to be done. Use the review status in the Learn admin dashboard to show stats of lessons needing review, flagged for updates, at various stages of completion. https://make.wordpress.org/updates/2021/02/26/would-stats-dashboards-help-your-team/
  • Nice to have
    • Require featured imageFeatured image A featured image is the main image used on your blog archive page and is pulled when the post or page is shared on social media. The image can be used to display in widget areas on your site or in a summary list of posts. (and how to set a featured image on lesson plans)
    • Require ALT Text descriptions
    • Check for any broken and external links (outside WordPress.orgWordPress.org The community site where WordPress code is created and shared by the users. This is where you can download the source code for WordPress core, plugins and themes as well as the central location for community conversations and organization. https://wordpress.org/)
    • An SEO plugin that will assist with the tone of voice and complexity of reading

Those who have done considerable content auditing, what tools or features have you used? What would make a tool like this easier to implement across several WordPress teams?

A big thank you to @juliekuehl (original audit request), @azhiyadev, and @evarlese for helping to write this proposal.

Leave your ideas below!

#content-audit

Recap of November 3, 2015 Meeting

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Welcome
  2. Recap of last meeting
  3. Lesson Plan Updates
  4. Testing Updates
    • We had a conversation about the need to improve our testing feedback process:
      • @torlowski will do a trial run of having a feedback form for participants in the session at tomorrows WP Pittsburgh meeting
      • @bethsoderberg will write up a post on the website so folks can share their ideas.
      • We’ll continue to revisit this topic and have a full discussion in the coming weeks.
  5. Lesson Plan Audit
    • We are doing our quarterly audit to determine an accurate list of plans people are currently working on. If the plan you are listed with is correct, please pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” @abuango or @bethsoderberg to let them know. If you can no longer work on the plan listed, please ping and let us know. We’ll ping people in our Slack meetings for the next three weeks and the list will also be in the meeting recaps.
    • User Lessons
    • Theme Lessons
      • local installLocal Install A local install of WordPress is a way to create a staging environment by installing a LAMP or LEMP stack on your local computer. @courtneydawn
      • custom post types @olalaweb
  6. WordCamp NYC Contributor Day update
    • The WCNYC contributor day was last Friday and we had awesome volunteers who worked mostly on abandoned lesson plans.
    • Feedback from @bethsoderberg: We need to have one very clearly defined set of tasks for people to work on and it is best to have a real person there to explain them. I think if we didn’t have a real human, we might not have attracted any volunteers. I also learned that our auditing of plans to make them current is something that (at least for me) I could not explain to new folks how to do very well because we don’t have a system since that is still an experiment so I think someone needs to go through with the work @mikemueller and @judylwh have done to make a process with clear instructions on how to do this new thing.
    • Our long term goal should be to recruit volunteers to be the liaison at contributor days since obviously when limited to the current team members we can’t be at all of them.
  7. Team Handbook Outline
  8. WordCamp US
    • During the annual WordCamp – now WCUS, not just WCSF, there is a community summit day.  We have a few topics in terms of how the training team works that we need to talk about with the WP community at large. In order to be ready to ask those key people for help, we need to have a few things really thought out and documented. Therefore, preparation for WCUS is going to be our priority in the next few weeks.
    • Please add any items you have to the agenda in progress.
    • If you haven’t already, please comment on the slides post and also if you’ve tested plans, please share the slides you used,  or the method, or the print outs, or anything that would be a “material” .
    • We’ll also focus on refining our process to keep lesson plans updated.

#content-audit, #contributor-days, #slides, #testing, #wcus

Recap of October 27, 2015

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Welcome
  2. Daylight Savings Time in Europe last weekend and US next weekend.  Training team will continue to meet at 17:00UTC.
  3. Recap of last meeting
  4. Tagging on old training team blog posts
    1. @courane01 has gone through all posts on our team site to organize tags and categories.  Descriptions of each tag and categoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging. will be documented in the upcoming team handbook.
    2. @linnifred would like a “Get Started” category as well.
  5. Welcome Wagon
    1. Welcome new meeting attendees with this
  6. Lesson plans status and questions
    1. @jillbinder “So I have two versions and I’m not a detail-oriented person. I need some help from someone who is to create the master plans to submit to your team.”
      1. This will be suggested for the WCNYC contributor day this week.
    2. @melindahelt has been added to the Choosing and Installing a Theme lesson plan
  7. Testing status and questions
  8. Is there any progress on reviewing changes in WordPress 3.9 and up?
    1. @mikemueller and @judylw have made progress through WordPress 4.0
    2. They will see what can be done before WCNYC contributor dayContributor Day Contributor Days are standalone days, frequently held before or after WordCamps but they can also happen at any time. They are events where people get together to work on various areas of https://make.wordpress.org/ There are many teams that people can participate in, each with a different focus. https://2017.us.wordcamp.org/contributor-day/ https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/.
  9. WordCampWordCamp WordCamps are casual, locally-organized conferences covering everything related to WordPress. They're one of the places where the WordPress community comes together to teach one another what they’ve learned throughout the year and share the joy. Learn more. NYC Contributor Day – how would it be useful for volunteers to contribute?
    1. Combine less plans @jillbinder will send to @bethsoderberg
    2. List lesson plans impacted by WordPress updates on spreadsheet
    3. @bethsoderberg will write a post for WCNYC detailing what people can do to contribute
  10. Questions

If you have any other agenda items, please add them in the comments below!

#content-audit, #contributor-days, #procedures

Recap of October 20, 2015 Meeting

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Welcome
  2. Recap of last meeting
  3. Lesson Plans
    1. @torlowski will work on finalizing the Backing Up Your WordPress Site plan
  4. Testing
    1. The Pittsburgh MeetupMeetup All local/regional gatherings that are officially a part of the WordPress world but are not WordCamps are organized through https://www.meetup.com/. A meetup is typically a chance for local WordPress users to get together and share new ideas and seek help from one another. Searching for ‘WordPress’ on meetup.com will help you find options in your area. will test Conditional Tags (@torlowski) and the LoopLoop The Loop is PHP code used by WordPress to display posts. Using The Loop, WordPress processes each post to be displayed on the current page, and formats it according to how it matches specified criteria within The Loop tags. Any HTML or PHP code in the Loop will be processed on each post. https://codex.wordpress.org/The_Loop. in November, reports @melindahelt.
    2. If you have tested a lesson plan, please comment on this post with any links or information on any slides you did/did not use.
  5. Slides
    1. @courtneydawn tested one of the plans using the lesson page as the “slide” and it was hard to use what we have as is in real life. She is wondering if our  primary product should be the lp slides and the write-up might be better as “notes” and also noted that slides being used in a meet-up setting are geared towards more of a show/tell than a install, show, do process.
    2. What are people who are testing doing? Are they making their own slides, are they adding content, removing content, etc.?
    3. We want to add a question/request to the testing feedback form that says “Please share all created media from your testing session”. We can’t get files submitted through support flow, so @courtneyengle and @bethsoderberg are going to connect and experiment to try and find a process that will work this week.
  6. Location of Team Documentation
    1. @courtneyengle is going through and finding all of the random things that SHOULD be in our documentation and tagging them with the procedures tag.
    2. @linnifred has lots of expertise in organizing data and is going to go through and see if she has additional input/suggestions.
  7. Lesson Plan Accuracy
    1. @mikemueller and @judylwh have started sorting out our existing lesson plans.  They are reviewing if any content should be updated to coincide with WordPress updates.  Their initial documentation can be found here: https://docs.google.com/spreadsheets/d/1DAG_iSZEDW07Y9q8dcMpAyEK9QtKhuLDEOqrP7hsgGc/edit?usp=sharing
    2. We ran out of time while starting the discussion of this item and will pick it up again next week.

#content-audit, #slides, #testing

Recap of October 13, 2015

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Welcome
  2. Recap of last meeting
  3. Lesson plans status and questions
  4. Testing status and questions
    1. Feedback provided on “Anatomy of a Lesson Plan” via Pittsburgh WP MeetupMeetup All local/regional gatherings that are officially a part of the WordPress world but are not WordCamps are organized through https://www.meetup.com/. A meetup is typically a chance for local WordPress users to get together and share new ideas and seek help from one another. Searching for ‘WordPress’ on meetup.com will help you find options in your area.
  5. Update on slide decks from tested plans
    1. Upcoming blog post with a list of tested plans that we’re looking to collect slides from, hopefully in the next week
  6. Continuation of the location of team documentation discussion
    1. Our handbook is currently being used to store our lesson plans.  This is confusing for those looking for our handbook.
    2. Pain point: the confusing nature of the “empty” lessons that have been started with just the template and are sitting there in the handbook
    3. Suggestion to make the lessons plans that are in-progress not public
    4. The web address https://make.wordpress.org/training/handbook/ says that it is a handbook, but in fact it’s the parent page for Lesson Plans. (@courtneyengle)  It reads visually as a page error – I was waiting on something to load (@irishguy)
    5. No matter where we store Lesson Plans – that top page for them is awfully blank… like no book cover art.  It’s just a jump to the table of contents.  It’d be weird if that were a paper book
  7. Review of plan to ensure accurate lesson plans and call for volunteers to get this started
    • Moving forward we will use a new column in our Lesson Plan Tracking Spreadsheet  titled “Ongoing Review” to identify the lessons that need to be revised because of changes to WordPress itself. Team training will divide responsibility for monitoring changes to WordPress itself between regular contributors to the team and contributor dayContributor Day Contributor Days are standalone days, frequently held before or after WordCamps but they can also happen at any time. They are events where people get together to work on various areas of https://make.wordpress.org/ There are many teams that people can participate in, each with a different focus. https://2017.us.wordcamp.org/contributor-day/ https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/. volunteers. The tracking process will cover major or point releases and will include the following steps:
      1. We will use the change logs found in the Codex (example: https://codex.wordpress.org/Version_4.3) and the release blog posts (example: https://wordpress.org/news/2015/08/billie/) to determine whether there are plans that need to be updated.
      2. If a component of WordPress is significantly changed in an update of the software itself then we will run a keyword search to flag ALL lessons that mention that component.
      3. We will review the flagged lessons and remove any from the list that aren’t affected.
      4. Any lesson plans with confirmed updates required based on updates to WordPress itself will be redirected to the team training queue of plans that need content updates made to them
  8. Upcoming Contributor Days
    1. Documentation on current WordPress releases can be found in the Codex (see Current Version of WordPress at https://codex.wordpress.org/WordPress_Versions) and on the Blog in the “ReleasescategoryCategory The 'category' taxonomy lets you group posts / content together that share a common bond. Categories are pre-defined and broad ranging..
    2. We’re only looking for possible inaccuracies on the lesson plans that are approved for testing.
      1. One person to scan through the point releases and make sure nothing beyond security stuff is in them that would impact the plans. It is identifying “if a component of WordPress is significantly changed in an update of the software itself” and noting what that change is.
      2. Run a keyword search to flag ALL lessons that mention that component.
    3.  @mikemueller volunteers to start reviewing lesson plans approved for testing compared with WordPress 3.9.  Mike Mueller and @judylwh will collaborate for WordPress 4.0 accuracy.

 

#content-audit, #contributor-days, #procedures, #slides

Agenda for October 6, 2015

  1. Greetings
  2. Training team will observe 17:00 UTC for meetings, no matter the daylight saving time changes globally.
  3. Recap of last meeting
    • We need further input from the team regarding what we want to see for Slides.
      • What we can do specifically in the comments:
      • PluginPlugin A plugin is a piece of software containing a group of functions that can be added to a WordPress website. They can extend functionality or add new features to your WordPress websites. WordPress plugins are written in the PHP programming language and integrate seamlessly with WordPress. These can be free in the WordPress.org Plugin Directory https://wordpress.org/plugins/ or can be cost-based plugin from a third-party wish list
        • Explain items already in list
        • Add other dream feature requests
        • Explain Issues with external formats
          • Google slides
          • Reveal
          • Other formats (or plugins) we should try before WCUSA
            • PDF – need lp to try
      • Contributor DayContributor Day Contributor Days are standalone days, frequently held before or after WordCamps but they can also happen at any time. They are events where people get together to work on various areas of https://make.wordpress.org/ There are many teams that people can participate in, each with a different focus. https://2017.us.wordcamp.org/contributor-day/ https://make.wordpress.org/support/handbook/getting-started/getting-started-at-a-contributor-day/. Calendar
  4. Lesson plans status and questions
  5. Testing status and questions
  6. Location of training team documentation discussion
    • Consideration for using the team handbook as a handbook on procedures, and moving Lesson Plans to Custom Post TypeCustom Post Type WordPress can hold and display many different types of content. A single item of such a content is generally called a post, although post is also a specific post type. Custom Post Types gives your site the ability to have templated posts, to simplify the concept. or Pages.
    • Where does it go?
    • What needs to be done?
  7. Lesson plan continuity with WordPress updates (content audit)
    • Recap of ensuring accurate lesson plans
      • Lesson plans will be considered complete enough to track when they appear on Lesson Plans to Test
      • What will the process be for tracking lesson plans?
      • What can we do now?
        • Volunteers will be asked to provide a recap during team meetings of what lesson plans need to be updated when BetaBeta A pre-release of software that is given out to a large group of users to trial under real conditions. Beta versions have gone through alpha testing in-house and are generally fairly close in look, feel and function to the final product; however, design changes often occur as part of the process. is available, with a final review when the latest version ships.
        • Updates will be made to the spreadsheet to flag lessons that need content to be updated
        • Contributor day attendees can review plans that need to be updated for content
      • What is our ideal goal?  See Request for Content Audit Plugin
      • Breakdown manual auditing. Report back for P2P2 P2 or O2 is the term people use to refer to the Make WordPress blog. It can be found at https://make.wordpress.org/. post for contributor days.
  8. Questions?

#content-audit, #contributor-days

Recap of September 1 2015

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Greetings
  2. Recap of last meeting
    • Slides post – leave your comments on this for next week’s meeting
  3. Lesson plans status and questions
  4. Status of abandoned plans
    • Abandoned plans will be reviewed quarterly
    • Next review will be in November
  5. Testing status and questions
  6. Continue review of Getting Started page and Welcome to the WordPress training team box
    • @juliekuehl will review the intro paragraph in the blue box
  7. Lesson plan continuity with WordPress updates
  8. Questions

 

#content-audit, #contributor-days

Recap of August 18, 2015 Meeting

Slack Log  (Requires SlackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. login to view. Set one up if you don’t have a Slack account)

  1. Greetings
  2. Recap of last meeting
  3. Lesson plans status and questions
  4. Status of abandoned plans
    • We are doing a full audit to determine an accurate list of plans people are currently working on. If the plan you are listed with is correct, please pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” @abuango or @bethsoderberg to let them know. If you can no longer work on the plan listed, please ping and let us know.
    • User Lessons:
      • Local InstallLocal Install A local install of WordPress is a way to create a staging environment by installing a LAMP or LEMP stack on your local computer.@courtneydawn
      • What to do When You Forget Your Password –@pwbrowne
      • Managing Updates –@kshivler
    • Theme Lessons:
  5. Testing status and questions
    • Lesson plans need to include approximate time to conduct
  6. Continue review of Getting Started page and Welcome to the WordPress training team box
    • After review, the Getting Started page is primarily organized for lesson plan writers.  The team needs have expanding beyond this and a review of different ways in which people can contribute is underway.    Ideas suggested:
      • Write lesson plans
      • Test lesson plans
      • Review content to keep up with WordPress updates
      • Update screenshots
      • Copyediting
  7. Lesson plan continuity with WordPress updates
  8. Questions

#content-audit, #testing