Creating and Managing a Web Site
University of Cambridge, March 2012
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Introduction
Website design has four main aspects
- Planning the Site
- Designing it
- Building it
- Maintaining information & structure
Planning the Site - 1
Resources (human and hardware) and skills
- One way or another you will need some money.
- Who is going to build and maintain your website?
- Where are you hosting the website?
- Either - are there sufficient skills and hardware in house to do this?
- Or - what do you need from an external hosting company and what are you
paying for?
- Are there sufficient skills, software and staff time in house to maintain the site?
Planning the Site - 2
Hosting of the site and design work required
There are a number of alternatives in the University both for hosting and for the availability of University templates.
- The University templates are available as a downloadable pack (see http://www.cam.ac.uk/about/webstyle/). Versions of the templates are available for use in WordPress and may be available for Drupal (see https://wiki.cam.ac.uk/websupport/Content_management). Work has just started on a redesign of the University web templates, which should be complete by Michaelmas 2012.
- If you have your website hosted outside the University, University domain names can be used with externally hosted sites (see http://www.ucs.cam.ac.uk/info-inst/domain-names/external-references)
- UCS runs a range of options for web services (managed web server, virtual machine service and hosted server service) - see http://www.ucs.cam.ac.uk/internet and follow links for details.
- UCS runs the Falcon Content Management Service, which provides you with a website templated in the University web style, with some choice in colours used. Various tools are built in, there is a help site and courses are run every month (see http://www.ucs.cam.ac.uk/falcon/). There is a charge of £100 per year, chargeable when the site is made live.
Planning the Site - 3
The process of developing a site
The process of developing a site is in several strands - see http://www.webstyleguide.com/wsg3/1-process/7-development-process.html
- Hold a meeting to get buy-in and air alternatives
- Decide the purpose of the site
- Work out who are your intended audiences and which of those are the most important
- Start listing your content and planning a structure
Examples of audience groups
Planning the Site - 4
The home page
- 'Corporate identity' or logo with name of institute, optionally asserting copyright
- Postal address and email contact and/or webmaster address
- Lists of links to information in categories, grouped for particular types of user or types of information or other categories (short descriptions may be necessary). Ensure you do not add too many links otherwise the page will be overloaded and may be difficult to use.
- Option for a set of buttons for quick links that don't require description - may be particularly useful for local users or to access deep content.
- Request for feedback (a comment form for users queries or direction to webmaster email)
- Search box - use the University web search
- Metadata description and some metadata keywords to facilitate worldwide searches finding your site and having meaningful search results
- Links to policies about privacy and about accessibility of site (and maybe others, such as freedom of information/data protection, information and contacts for disabled visitors).
Planning the Site - 5
Structuring your content (information architecture)
Aim for a hierarchical structure with a home page at the top of the tree, and several major submenus within branches of your tree. The major links off the home page are the branches of information. This gives 'browse functionality' by contextualising content within sections. Folders and sub-folders form the sections.
http://www.webstyleguide.com/wsg3/3-information-architecture/3-site-structure.html gives different models for structure.
Planning the Site - 6
Example structure of a department

The orange (darker) boxes are directories/folders and the yellow (lighter) are pages.
Designing the site - 1
University web page templates
If you are working on University pages, then there are guidelines and templates available to you (at http://www.cam.ac.uk/about/webstyle/) that have been tested and are accessible.
If you use the Falcon content management service, the site is already templated with the University templates, although you can select from a number of colour schemes and features.
Designing the site - 2
Creating your own templates
Aim for:
- fast-loading pages
- additional bells and whistles only if they don't interfere with core content and accessibility
- continuity of appearance and branding of all your pages
- neutral background colour
Recommended reading: Web style Guide - see http://www.webstyleguide.com/wsg3/6-page-structure/3-site-design.html
Looking at designs
Designing the site - 3
The home page
- Ensure it has links and grouping to give the basis for navigation throughout site
- Ensure it has a rapid download time (you can find out a theoretical download time by using webanalyzer (http://www.websiteoptimization.com/services/analyze/), or via Tools > View speed report on the Firefox web developers toolbar
- Ensure it has changing information on it, so regular visitors see something new - this could be featuring changing news, events or pictures
Second level and 'content' pages
- will need maximum space for content, so template needs least amount of space taken up by branding and titles
- include global navigation so users can both get back to the home page and access search
- include standard navigation bar to help users round second and third level pages
- template should include standard items of the page, plus placement for any alternative things that might appear (lists, pictures, tables, all levels of heading)
Designing the site - 4
Creating a navigation scheme
Navigation is essential to direct users around your site. Navigation devices allow them to enter the site at any point and to get to other areas they might want.
- must be consistent in look and placing
- maximum visibility at top or left of page
- a (minimal) global navigation bar, which appears on every page, allows users to stay orientated
- second level navigation and breadcrumb trail orientates users within a section
- be wary of pull-down navigation devices - the options aren't visible until the user interacts
Examples
Designing the site - 5
Making a grid
- Make a grid or wireframe of how you want the pages organised.
- Allocate areas of the page for functionality.
- Try starting with a flip-chart part and felt tip pens
- Grid design
Designing the site - 6
Creating templates
Create a code framework that will deliver the grid.
- To create this you will need expertise in coding and writing CSS, or you will need to employ someone who has these skills.
- The technical recommendations give you an opportunity to create a more detailed breakdown of your design and highlights issues that you need to consider, many of which are raised as issues in the following section about accessibility.
- If you are using a CMS (including Falcon) then some of these recommendations will be managed by the system.
Designing the site - 6
Technical recommendations for designs
- make your pages dynamic, not fixed width (or, if fixed width, use a 'standard' width of, say 800 pixels, set with the stylesheet)
- set a required standard for HTML/XHTML, add a DTD to every page, and validate them
- use stylesheets (CSS) rather than formatting mark-up. Ensure that the page makes sense if the stylesheet is not used. A single multipurpose stylesheet, with additional 'special use' stylesheets will be the easiest to manage and maintain.
- if you set a background colour, always set text and all link colours too. Standard navigation colours from the web-safe palette should be used if possible (these ought to be all set in the style sheet)
- be cautious about the number of images you use. Always optimise graphics and use descriptive alt tags unless they are purely decorative, in which case use a null alt tag (alt="")
- moving images, back-end databases, javascript, java may all reduce or block access to the information for some - learn the precautions you need to take.
- test against a number of different graphical browsers (and different versions of the same browser) on different platforms
- test for disabled access, which covers a number of needs:
- those with impaired vision may use a browser that reads the text to them (which cannot manage complex tables easily) or may need to set their screen character size larger than the default (so text that is not dynamically sized will cause problems)
- choose colours with good contrast for people with poor sight
- choose colours suitable for those with the commonest forms of colour-blindness
Designing the site - 7
Accessibility requirements
The Equality Act 2010 mandates that web information and services provided by an institution or part of an institution, either as information or services for students or prospective students or teaching materials, must be accessible, and you must anticipate this requirement. Accessibility applies to:
- web pages, including forms
- web interfaces to databases
- online teaching materials
- catalogues and indexes
- any other online resources
TechDis makes available some useful recommendations for technical teams (http://www.jisctechdis.ac.uk/techdis/userneeds/seamlesssupport/technicalteams) and details about creating accessible materials (http://www.jisctechdis.ac.uk/techdis/userneeds).
There is an overview of the accessibility of University pages at http://www.cam.ac.uk/site/ and a full University Web Accessibility policy, which was updated in April 2010/May 2011, at http://www.cam.ac.uk/site/accessibility/.
Designing the site - 8
How to make your web pages accessible
There are guidelines for how to make content accessible available at http://www.cam.ac.uk/site/accessibility-guidelines/pages.html – here is a synopsis of what they say:
- Make sure your content is properly structured, using headings, paragraphs and lists, and is syntactically correct.
- Web pages must validate against the dtd on them, then you can have a good idea what browsers are going to show to users. Check them against a range of web browsers (the most recent two versions of MS Internet Explorer, Firefox, Chrome and Safari).
- The content should make sense when no stylesheets are used to make it look nice, no images are shown, and no adjunct technologies (such as javascript or flash) are available to the user.
Excellent information about web accessibility may be found at the WebAIM site.
Building and testing the website - 1
How to manage your content
Web page content can be inserted by hand into template files, which can be useful if you have only a few pages, other wise it is very time consuming and subject to error. Increasingly content is being managed in content management systems, but there are more simple ways to manage content in templates.
Building pages without using a database can utilise a set of templates. There are a number of ways they can be used:
- pages produced manually from template files
- pages produced from template files in an application, for instance in dreamweaver
- use of server side includes (ssi) to add parts of the template to pages
- use of a scripting solution to add parts of the template in an intelligent way (for instance HTML::Mason)
Building and testing the website - 2
Databases
The use of databases on the web is usually referred to as being at the 'back-end', because they hold the information for the page in a raw form that will be finally presented possibly in a number of different ways.
There are two basic ways that databases can be used on the web:
- as simple containers of information that is then put into a template to form the pages that make up a website - the principal of a content management system
- as a repository of information that can be actively queried and from some or all of which a page is created in response. In addition a database can be set up to acquire information from a user.
Databases will only be effective with suitably structured data.
Building and testing the website - 3
Simple templating and automating
Pages created from a database into a template framework are no different to standard web pages - the pages are assembled using a script that takes the data and inserts it by some means into a template, which is then stored in a static form until a further update of the content takes place. It is virtually impossible to detect pages that are generated in this way as their final appearance is of a static page.
Virtually any database can be used in a simple way to generate pages by inserting database fields into a template composed of the html. The set up has to be very detailed if components of the template that could be dynamic, such as navigation, get changed, so it’s only suitable for simple sites or tranches of content.
Building and testing the website - 4
Using and repurposing Wikis and blogs
At a simple level both wikis and blogs are websites. Several technical users have looked at the wiki as an ideal way to have direct input to web pages and have developed tools for this re-purposing.
Blogs can also be used more broadly for publishing a website (see http://manila.userland.com/ but other blogging tools can be used). Since version 2.5, WordPress has had options that allow it to publish a website instead of a blog - see http://codex.wordpress.org/Pages for information.
Building and testing the website - 5
There are a group of products that put in place a framework for managing information, on top of which can sit a more specialized module for content management. The are often, but not solely, open source, and a number are listed here:
In 2011 the Packt Open Source awards the following all were mentioned: Drupal, Joomal, Plone.
http://www.cmsmatrix.org/ is a handy CMS comparison tool. Open Source products may require Apache with particular modules running, such as cocoon, Jakarta (for Java), Mod-Perl, WebDAV.
Building and testing the website - 6
Content management systems (cms) may be bespoke, intended for commercial organizations, and cost very large amounts of money; or they may be open source, used by anyone with enough technical skill, and the software may be free-of-charge. No CMS is free. The most important aspects of a cms are:
- that they suit your requirements and the way your team works (both for building and maintenance of the system and for maintaining the content) and their proficiencies - this is the most usual failure point for cms installations
- cost - not just for buying the product but for training, keeping content up to date and changing templates or instituting page design changes. Make sure you know what you are getting
- lock in - when you want to change product or the company goes belly-up, can you get your content out again?
In an institutional setting, what you choose depends a lot on the skills and money you have. If the site you want is fairly simple it could be that WordPress will do the job for you. If you have any Java expertise available, then Daisy may be worth evaluating. Likewise if you have php experience, Drupal might be a good choice. They all required work or one sort or another.
The Computing Service have University templates for WordPress and for Drupal – contact Kate Abernethy
The Falcon content management service (see http://www.ucs.cam.ac.uk/falcon/) gives you a fully featured site (based on Plone) with all management of content and configuration through the web.
Building and testing the website - 7
CMS Problem areas
Major difficulties arise from several places.
- Development time and effort can be extensive and involve highly skilled staff and/or lots of money.
- Usability and complexity - the system must be usable by those contributing information, else more skilled staff will be used for this process (when the system was meant to help them out). Help will be needed for the preliminary structuring of the site.
- Technically, thought must be given to making friendly and usable URLs, so that the pages can be referred to, indexed and bookmarked.
- Training - contributors will need training even when systems are simple to use. The need will be ongoing.
- A cms can only solve so many problems. Getting content will still be as difficult as it ever was.
Building and testing the website - 8
Tools to use to view and test web pages
Many of the suggested tests can be easily accomplished by using a good html editor or
Building and testing the website - 9
Accessibility testing tools
Test your templates for accessibility with a validation tool that reports on possible problems for disabled users. Check sample pages against two of:
Building and testing the website - 10
Co-workers and external workers
Local Guidelines
Ensure that you have an adequate set of guidelines or recommendations for your server and/or other server managers on your site. Existing and new information providers should be supplied with the guidelines to help them understand the issues behind accessibility problems and these guidelines must be distributed to any web designers you employ or consider employing.
Contracting out the design of a website
You should set out the structural requirements for the site - how many different versions of a first design you want to see, what the home page should contain, what colours to avoid, how many other templates you'd wish, or, if you wish the complete site produced, how many pages are required. In addition, you should also produce a technical specification for the site, including the following:
- the level of html (DTD) that you wish to used. You should insist it is checked against the W3 validator at http://validator.w3.org/, which is accessible directly from the Firefox web developers toolbar
- it should follow the WCAG2.0 accessibility guidelines - level 2 or AA is a good one to aim for
- it should be cross-browser friendly, not written for a particular group of browsers
- information should be available as text, not locked away in graphics such as Flash presentations
- if you want to use content management, say what technologies you can support or which open-source product you want. Don't use web designer's own CMS unless you want to be permanently wedded to them.
- if you are hosting the site, say what web server software you will use and what server features you want or don’t want to utilize. Would you like workers to be trained in the software and/or the system to be used for updating information?
- If the contractor is hosting the site make sure you can get the content back from them if you part company.
The guidance and templates for the University house style for web pages is available on the web at http://www.cam.ac.uk/about/webstyle/. If you want to use the templates, do so exactly as supplied, following the guidelines for the required adaptation for local use. Falcon uses these templates.
Building and testing the website - 11
Converting documents
The process converting pre-existing documents to web pages has three aspects:
- The appearance - use straight left edge and ragged right for text; use a clear font; remove unnecessary pictures. Provide printable version as pdf if design is essential, print stylesheets otherwise.
- The structure - break down into sections and pages with easy navigation between; don't overdo links.
- The strategy of moving the content from one format to another - see if export from print version to html can include sensible formatting.
Building and testing the website - 12
Filenames and line ends
Keep your filenames (or short names) simple, without spaces or slashes. Use real words when possible as they will do better in Google searches. If you are moving files between platforms:
- Unix filenames are case sensitive and should not include characters such as spaces, slashes.
- PC filenames and Macintosh filenames are not case sensitive so make sure the case of the filenames used is consistent.
Building and testing the website - 13
Usability testing
- Do some usability testing with some of your more important user groups.
- Test at least five individuals or pairs, and record their progress through a set of appropriate tasks.
- Morae can be used for recording audio and video of a session, but you will need some training to know how best to perform the tests and analyse the results.
- For full guidance on how to proceed, see two books by Steve Krug - 'Don’t make me think' and 'Rocket surgery made easy'.
Maintaining information and structure - 1
- Link checking: There are shareware or free apps - see http://validator.w3.org/checklink or http://linkchecker.sourceforge.net/. There is also a link scanning extension in Firefox (Link Evaluator) that you can use to scan all links on the page you are looking at.
- Google analytics (http://www.google.com/analytics) is an excellent free log analysis tool that measures traffic through your site. It depends on you adding some javascript to every page (which issues a cookie to users) so might not be appropriate unless you have an easy way of doing this. There is a handout from an introductory course on using Google Analytics at http://web-support.csx.cam.ac.uk/courses/.
- Analog was a local product for analysing your server log. It has been recently redeveloped and updated and the download can be found at http://camie.dyndns.org/technical/analog-camie-ed/.
- Web counters can be useful if you need statistics for particular pages - see Site Meter (http://www.sitemeter.com/default.asp) and Statcounter (http://www.statcounter.com/), which can be made invisible.
- Make sure you keep your privacy policy up-to-date with the tools you use – particularly any third-party tools (not on your server).
Maintaining information and structure - 2
Re-organising your website
If you reorganise your site:
- Add redirects
- Customise your 404 error page (and maybe others) to explain mass changes and suggest links
Maintaining information and structure - 3
Indexing your website: Controlling access
If you don't want people to read files, then they shouldn't be on the web server. 'Spring clean' files and remove all the information that is no longer pertinent on an annual basis.
There will be some directories that you do not want your indexer to look at and index. Controls over indexing are through a number of means and will be observed by Internet indexers, as well as your local indexer.
These controls are:
- the robots.txt file
- robots metadata tag giving noindex and nofollow information (and combinations) in individual files
The first is the most useful. All 'proper' search engines will observe a robots.txt file and do what it says; the robots metadata tag has to be added on a page-by-page basis (see http://www.searchenginewatch.com/webmasters/article.php/2167891). Remember to maintain your robots.txt file.
Access to branches of a web server can be limited by the server. Combining access control with use of metadata can give information to those within the access domain and some limited information to those outside.
Maintaining information and structure - 4
robots.txt
Robots.txt sits at the root level of your web server and give information about what should not be indexed. An example of an instruction to any indexer (shown by the use of *) might look like this:
# A comment line just to show what one looks like; it is ignored.
User-agent: *
Disallow: /bin/
Disallow: /cgi/
Disallow: /includes/
Disallow: /tmp/
Disallow: /~
Disallow: /stats/
Disallow: /local.html
Another example, including a reference to a named search engine robot, as well as a general instruction, might look like this:
User-agent: Ultraseek (webmaster@ucs.cam.ac.uk) # local search engine
Disallow: /bin/
Disallow: /cgi/
Disallow: /includes/
Disallow: /tmp/
Disallow: /~
Disallow: /stats/
Disallow: /local.html
# tell all others to go away
User-agent: *
Disallow: /
Maintaining information and structure - 5
Stopping access unintentionally
Depending on how your pages are generated, you may be excluding indexers without intending to, or knowing. Problems will arise with indexing of:
- Forgetting to change your robots.txt when you make your site public
- Graphics (including Flash and Shockwave) - use alt text
- Pages requiring passwords, registration, specific location or cookies
- Java applets
- Multimedia files
Maintaining information and structure - 6
Aids to better indexing
There are several things you can do to ensure the indexing of your files is as good as possible. The Google webmaster guidelines also have valuable advice and gives access to some new tools and a blog for keeping up with new information.
- Title - is the most important piece of information for indexing purposes. Keep the title short and succinct. Remember that this is what goes into bookmark lists and is the heading in search results, so it also needs to adequately reflect the content of the file.
- Structure your information - use h1 tag on every page. Some search engines will have a depth limit on searching a site – most will have anti-spamming measures that ensure a very large number of links on one page will not be indexed. If many such pages are present the site may be black-listed by the indexer.
- Adding metadata - You can add description and keywords - the description being used as the summary instead of the start of the file, and the keywords being picked up as search terms.
For instance;
<head>
<title>Stamp Collecting World</title>
<meta name="description" content="Everything you wanted to know about
stamps, from prices to history." />
<meta name="keywords" content="stamps, stamp collecting, stamp history,
prices, stamps for sale" />
</head>
Maintaining information and structure - 7
Using the University site-wide search
There is extensive information on the web about how you can use the University site-wide search engine - see http://www.ucs.cam.ac.uk/web-search/. A synopsis of some important points follows here.
The University-wide search engine consists of two separate indexes - the internal one provides results if you Raven authenticate.
Adding a new web server
If you start a new server contact web-support@ucs.cam.ac.uk to let us know - the web server could well be picked up automatically but there are other administrative functions that can be carried out if we are made aware.
Adding the search facility to your server
You can add a search facility onto any page of your web server, which could give a search of the whole University index or one or several parts of it, either by giving a configured link or a form. Full information is at http://www.ucs.cam.ac.uk/web-search/searchforms.html
Looking at what is indexed
The search facility server gives access to a list of what is indexed for your site, as well as being the place you can add urls to the index or reindex your site). Go to http://int.web-search.cam.ac.uk/ and select Help and you will see this (or http://ext.web-search.cam.ac.uk/ and select Help and you will see this for the external view)
You can select topics from the right menu (some of which may not be available, depending on whether you are connected to the CUDN). For instance, if you select View Sites and then select View site-by-site details, you will see this, which gives you raw information about the extent of the indexing (you will see your cam-only content included on the int. view, and not on the ext. view).
If you click the link to your website from the right-hand list, you will see a list of the urls that have been indexed (clicking on an individual page now will give you details of the search results and when the page was last indexed).
Revisiting a site
Back at the help pages, select Revisit site from right hand menu, to see this. You can select an option out of those listed depending on your requirements.
To ensure a new file in added to the index
Back at the help pages, select Add URL from right hand menu (to see this), and type in the url you need adding.